RM
Rich Mowrer Portfolio
Invests via Brookwood Investment Group LLC | Managed by Brookwood Investment Group LLC, Chris Coolidge, Rich Mowrer
Invests via Brookwood Investment Group LLC
Managed by Brookwood Investment Group LLC, Chris Coolidge, Rich Mowrer
Automatically Tracked
Seasoned communications and media executive with experience across broadcast reporting, corporate communications and investor relations. Rich Mowrer brings a background in political journalism and public-facing roles, combining content production, stakeholder engagement and crisis messaging skills useful to boards, IR teams and strategic communications mandates. Known for on-air experience and campaign reporting, he has transitioned into advisory and consulting work focused on media strategy, reputation management and messaging for corporate and political clients.
Seasoned communications and media executive with experience across broadcast reporting, corporate communications and investor relations. Rich Mowrer brings a background in political journalism and public-facing roles, combining content production, stakeholder engagement and crisis messaging skills useful to boards, IR teams and strategic communications mandates. Known for on-air experience and campaign reporting, he has transitioned into advisory and consulting work focused on media strategy, reputation management and messaging for corporate and political clients.
Investment Philosophy & Strategy
Combines a communications-first lens with disciplined capital allocation, favoring investments in media, digital content, ad tech, reputation-management platforms and B2B SaaS that serve corporate communications and investor relations functions. Emphasizes companies with strong narratives, defensible positioning and measurable engagement economics, applying operational due diligence around messaging, regulatory risk and stakeholder alignment. Prefers growth-stage opportunities where strategic communications and governance improvements unlock value over a medium-term horizon, balancing catalytic active stewardship with pragmatic downside protection.
Combines a communications-first lens with disciplined capital allocation, favoring investments in media, digital content, ad tech, reputation-management platforms and B2B SaaS that serve corporate communications and investor relations functions. Emphasizes companies with strong narratives, defensible positioning and measurable engagement economics, applying operational due diligence around messaging, regulatory risk and stakeholder alignment. Prefers growth-stage opportunities where strategic communications and governance improvements unlock value over a medium-term horizon, balancing catalytic active stewardship with pragmatic downside protection.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
34.41%
Gain -1.18%
Monthly
1.61%
Yearly
21.09%
Drawdown
10.26%
$860.31M
Equity
Holdings
$860.31M
Investment
$719.1M
$199.03M
Profit -$9.2M
Realized
$57.83M
Unrealized
$141.2M
Dividends
$23.97M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.18%
Profit
-$9.2M
Win %
57%
This Week
Compared To Last Week
Gain
-2.5%
Profit
-$22.01M
Win %
57%
This Month
Compared to last month
Gain
-1.22%
Profit
-$10.64M
Win %
57%
This Year
Compared to last year
Gain
0.2%
Profit
$1.75M
Win %
60%
FANG Diamondback Energy Inc
+3.37%
+$27,882.25 
EQT EQT Corporation
+3.22%
+$9,046.57 
KMI Kinder Morgan, Inc.
+3.18%
+$6,782.05 
TRGP Targa Resources Corp.
+2.89%
+$21,947.52 
RTX RTX Corporation
+2.81%
+$44,746.32 
DVN Devon Energy Corporation
+2.64%
+$160,131.4 
TALO Talos Energy Inc.
+2.59%
+$50,468 
LMT Lockheed Martin Corporation
+2.57%
+$22,182.76 
OKE ONEOK, Inc.
+2.43%
+$6,897.24 
PM Philip Morris International Inc.
+2.1%
+$11,846.71 
CVX Chevron Corporation
+2.1%
+$28,920.2 
XLE Energy Select Sector SPDR Fund
+2.01%
+$22,455.72 
VDE Vanguard Energy ETF
+1.98%
+$12,588.1 
IXC iShares Global Energy ETF
+1.94%
+$24,835.3 
CCI Crown Castle Inc.
+1.9%
+$7,346.16 
F Ford Motor Company
+1.86%
+$7,409.57 
MLPX Global X MLP & Energy Infrastructure ETF
+1.81%
+$3,566.85 
EPD Enterprise Products Partners L.P.
+1.74%
+$7,696.68 
XOM Exxon Mobil Corporation
+1.7%
+$43,617.57 
UMI USCF Midstream Energy Income Fund
+1.62%
+$76,641.96 
SO The Southern Company
+1.6%
+$4,288.57 
GD General Dynamics Corporation
+1.52%
+$7,704.86 
DNP DNP Select Income Fund Inc.
+1.47%
+$2,743.4 
CASY Casey's General Stores Inc.
+1.46%
+$12,090.9 
MO Altria Group, Inc.
+1.41%
+$3,358.16 
USB U.S. Bancorp
+1.37%
+$2,658.8 
KO The Coca-Cola Company
+1.3%
+$6,886.78 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
+1.3%
+$2,794.95 
COST Costco Wholesale Corporation
+1.27%
+$22,437.26 
GE General Electric Company
+1.21%
+$8,871.66 
PSX Phillips 66
+1.2%
+$5,393.24 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+1.17%
+$6,492.62 
TFC Truist Financial Corporation
+1.14%
+$2,869.42 
SBAC SBA Communications Corporation
+1.07%
+$3,028.07 
BKH Black Hills Corporation
+1.04%
+$2,238.86 
CMCSA Comcast Corp
+1.03%
+$5,794.87 
XLU Utilities Select Sector SPDR Fund
+1.01%
+$7,348.32 
MRK Merck & Co., Inc.
+0.99%
+$4,580.64 
VPU Vanguard Utilities ETF
+0.97%
+$7,948.4 
HRL Hormel Foods Corporation
+0.97%
+$5,850 
PAA Plains All American Pipeline, L.P.
+0.95%
+$3,360 
SHLD Global X Defense Tech ETF
+0.92%
+$6,846 
TMUS T-Mobile US, Inc.
+0.9%
+$1,852.74 
NEE NextEra Energy, Inc.
+0.89%
+$5,389.73 
HD The Home Depot, Inc.
+0.89%
+$10,131.04 
IDU iShares U.S. Utilities ETF
+0.89%
+$3,854.66 
XEL Xcel Energy Inc.
+0.88%
+$2,160.84 
COF Capital One Financial Corporation
+0.86%
+$2,139.21 
PDT John Hancock Premium Dividend Fund
+0.85%
+$2,656.2 
RYN Rayonier Inc.
+0.84%
+$2,776.64 
VZ Verizon Communications Inc.
+0.83%
+$8,425.27 
ITA iShares U.S. Aerospace & Defense ETF
+0.82%
+$9,664.89 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.78%
+$13,548.78 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.76%
+$22,724.73 
VDC VANGUARD CONSUMER STAPLES ETF
+0.75%
+$5,007.2 
PG Procter & Gamble Co
+0.74%
+$6,576.56 
HWM Howmet Aerospace Inc.
+0.74%
+$3,243.84 
CME CME Group Inc.
+0.72%
+$4,902.3 
WMT Walmart Inc.
+0.72%
+$11,352.47 
JPM JPMorgan Chase & Co.
+0.71%
+$10,717.14 
MCHP Microchip Technology Incorporated
+0.69%
+$10,875.25 
AMLP Alerian MLP ETF
+0.69%
+$5,769.72 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.66%
+$8,808.36 
LOW Lowe's Companies Inc.
+0.65%
+$2,088.45 
AFL Aflac Inc.
+0.64%
+$2,670.63 
JNJ Johnson & Johnson
+0.64%
+$4,730.18 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$5,666.06 
GHY PGIM Global High Yield Fund, Inc.
+0.61%
+$715 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.58%
+$2,876.64 
CB Chubb Limited
+0.58%
+$2,226.99 
CCNR ALPS Clean Energy ETF
+0.58%
+$24,387.65 
WPC W. P. Carey Inc.
+0.57%
+$3,027.71 
SPLV Invesco S&P 500 Low Volatility ETF
+0.56%
+$3,906.89 
ICOW Pacer Developed Markets International ETF
+0.55%
+$4,665.22 
PCAR PACCAR Inc.
+0.53%
+$2,932.89 
NBCM Neuberger Berman Commodity Strategy ETF
+0.51%
+$2,854.56 
LLY Eli Lilly and Company
+0.51%
+$19,692.66 
ABBV AbbVie Inc.
+0.5%
+$11,450.18 
VLO Valero Energy Corporation
+0.5%
+$10,722.77 
ISRG Intuitive Surgical, Inc.
+0.5%
+$1,497.4 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+0.49%
+$2,100.6 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.46%
+$1,022.72 
VICI Vici Properties Inc.
+0.45%
+$917.28 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.43%
+$1,046.75 
TXN Texas Instruments Inc
+0.43%
+$884.17 
C Citigroup Inc.
+0.4%
+$818.3 
GEV GE Vernova Inc.
+0.4%
+$11,435.72 
GNW Genworth Financial Inc.
+0.34%
+$480 
VAW Vanguard Materials ETF
+0.33%
+$1,589.09 
V Visa Inc. Class A
+0.33%
+$8,295.3 
T AT&T Inc.
+0.28%
+$1,250.54 
AHRT AMERICAN HEALTHCARE REIT INC
+0.25%
+$2,675.76 
WTLS WisdomTree Efficient Long/Short U.S. Equity Fund
+0.22%
+$16,893.68 
MCK McKesson Corporation
+0.19%
+$1,250.19 
AAPL Apple Inc.
+0.18%
+$69,914.3 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.18%
+$417.5 
NNN NNN REIT, Inc.
+0.17%
+$341.46 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.17%
+$4,762.87 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.14%
+$298.08 
TIP iShares TIPS Bond ETF
+0.13%
+$1,669.5 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$5,509.91 
GMOM Cambria Global Momentum ETF
+0.12%
+$365.14 
ORRF Orrstown Financial Services Inc.
+0.12%
+$980.45 
PFE Pfizer Inc.
+0.12%
+$690.79 
EFV iShares MSCI EAFE Value ETF
+0.11%
+$3,743.73 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$5,023.73 
TUSI Touchstone Ultra Short Income Fund
+0.1%
+$1,022.5 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$265.18 
CGDG Capital Group Dividend Growers ETF
+0.09%
+$320.5 
UPAR Ultra Risk Parity ETF
+0.06%
+$112.72 
BENJ Horizon Landmark ETF
+0.06%
+$152.43 
GHTA Goose Hollow Tactical Allocation Fund
+0.05%
+$161.91 
SHYM iShares High Yield Bond ETF
+0.05%
+$142.81 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.04%
+$96.52 
TSEC Touchstone Securitized Income ETF
+0.04%
+$1,686.64 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$358.73 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$75.38 
MEAR iShares Short Maturity Bond ETF
+0.03%
+$286.57 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.03%
+$230.61 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$62.49 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$104.7 
CLOA iShares AAA CLO ETF
+0.03%
+$287.73 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$308.62 
BUXX Strive Enhanced Income Short Duration Fund
+0.03%
+$209.35 
CPER United States Copper Index Fund
+0.03%
+$1,204.63 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$257.95 
DEA Easterly Government Properties, Inc.
+0.02%
+$115.75 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
+0.02%
+$71.37 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$102.15 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$65.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$33.73 
VYM Vanguard High Dividend Yield ETF
+0.01%
+$91.94 
JPIE JPMorgan Income ETF
+0.01%
+$57.14 
NRG NRG Energy, Inc.
+0.01%
+$147.34 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$855.18 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$511.13 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$24.8 
VTV Vanguard Value ETF
0%
+$21.69 
BMBL Bumble Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
PSC Principal U.S. Small-Cap ETF
0%
$0 
SIO Touchstone Strategic Income ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
PCR Simplify VettaFi Private Credit Strategy ETF
0%
$0 
DHY Credit Suisse High Yield Bond Fund
0%
$0 EVMO
EVMO
0%
$0 USAF
USAF
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$256,853.52 
KOPN Kopin Corporation
-13.12%
-$24,675 
FTNT Fortinet Inc.
-8.09%
-$22,551.04 
PANW Palo Alto Networks, Inc.
-8.07%
-$220,273.23 
CRWD CrowdStrike Holdings, Inc.
-7.66%
-$277,204.15 
NET Cloudflare Inc.
-7.56%
-$19,945.11 
PLTR Palantir Technologies Inc.
-7.55%
-$147,502.37 
RKLB Rocket Lab Corporation
-7%
-$8,541.09 
DVLT Datavault AI Inc.
-6.96%
-$127.4 
OKLO Oklo Inc.
-6.83%
-$100.45 
FRMI Fermi Inc.
-6.75%
-$5,535.18 
COHR Coherent Corp.
-6.25%
-$48,655.88 
U Unity Software Inc.
-5.87%
-$18,802.46 
STX Seagate Technology Holdings plc
-5.82%
-$51,636.06 
PLUG Plug Power Inc.
-5.72%
-$4,845.43 
NOW ServiceNow, Inc.
-5.52%
-$32,144.04 
CIEN Ciena Corporation
-5.51%
-$22,451.71 
SNDK SanDisk Corporation
-5.28%
-$52,270.2 
OWNB Bitwise Bitcoin Standard Corporations ETF
-4.95%
-$11,284.14 
WDC Western Digital Corporation
-4.94%
-$33,265.31 
INTC Intel Corporation
-4.93%
-$79,293.7 
AMD Advanced Micro Devices, Inc.
-4.86%
-$140,144.74 
CHAT Roundhill Generative AI & Technology ETF
-4.77%
-$35,313.15 
ARKG ARK Genomic Revolution ETF
-4.71%
-$232 
HOOD Robinhood Markets, Inc.
-4.51%
-$25,340.07 
APP AppLovin Corporation Class A Common Stock
-4.46%
-$6,043.1 
ORCL Oracle Corporation
-4.46%
-$35,946.02 
BAI iShares A.I. Innovation and Tech Active ETF
-4.33%
-$47,831.25 
ORKA Oruka Therapeutics, Inc.
-4.32%
-$41,438.1 
MU Micron Technology, Inc.
-4.25%
-$385,786.08 
AGIX KraneShares AI and Tech ETF
-4.19%
-$34,343.71 
HIMS Hims & Hers Health, Inc.
-4.17%
-$12,550.12 
TRFK Pacer Data and Digital Revolution ETF
-4.11%
-$23,857.2 
MRVL Marvell Technology, Inc.
-4.04%
-$42,534.62 
ANET Arista Networks, Inc.
-4.03%
-$25,868.61 
SHOP Shopify Inc.
-4%
-$51,897.68 
NSLR SuRo Capital Corp.
-3.8%
-$5,460 
LRCX Lam Research Corporation
-3.78%
-$38,923.46 
DELL Dell Technologies Inc.
-3.75%
-$37,463.03 
RSKD Riskified Ltd.
-3.72%
-$7,229.76 
QTEC First Trust NASDAQ-100 Technology Index Fund
-3.7%
-$19,327.36 
META Meta Platforms Inc Class A
-3.58%
-$382,087.92 
AVGO Broadcom Inc.
-3.57%
-$549,215.07 
GLW Corning Incorporated
-3.51%
-$18,885.96 
IGPT Invesco AI and Next Gen Software ETF
-3.5%
-$28,664.82 
FRTY Alger Mid Cap 40 ETF
-3.45%
-$203,988.4 
SOFI SoFi Technologies, Inc.
-3.45%
-$11,003.2 
ACLS Axcelis Technologies, Inc.
-3.43%
-$25,813.25 
FSK FS KKR Capital Corp.
-3.4%
-$7,325.91 
AMAT Applied Materials, Inc.
-3.38%
-$39,925.23 
OZ Belpointe PREP LLC
-3.33%
-$44,309.85 
TGTX TG Therapeutics, Inc.
-3.29%
-$10,891.54 
QQQS Invesco NASDAQ Future Gen 200 Mutual Fund
-3.29%
-$41,684.65 
CRM Salesforce Inc
-3.2%
-$20,102.44 
KLAC KLA Corporation
-3.15%
-$6,538.6 
MIRM Mirum Pharmaceuticals Inc.
-3.14%
-$8,029 
AIQ Global X Artificial Intelligence & Technology ETF
-3.14%
-$23,800.41 
QTUM Defiance Quantum ETF
-3.13%
-$31,737.4 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.05%
-$14,683.69 
TSLA Tesla, Inc.
-2.98%
-$70,102.84 
NFLX Netflix, Inc.
-2.92%
-$35,001.2 
SOXX iShares Semiconductor ETF
-2.87%
-$25,764.21 
FYC First Trust Small Cap Growth Fund
-2.8%
-$36,883.97 
FEPI Rex FANG Innovation Premium Income ETF
-2.8%
-$66,377.36 
MMSC First Trust Multi-Manager Small Cap Opportunities ETF
-2.8%
-$34,561.47 
INTU Intuit Inc.
-2.73%
-$38,166.36 
XLK State Street Technology Select Sector SPDR ETF
-2.72%
-$33,893.16 
IYW iShares U.S. Technology ETF
-2.71%
-$12,680.8 
MSFT Microsoft Corp.
-2.67%
-$543,103.84 
IBB iShares Biotechnology ETF
-2.67%
-$6,493.99 
ALAI Alger AI Enablers & Adopters ETF
-2.65%
-$22,989.94 
XRN Chiron Real Estate Inc.
-2.65%
-$16,939.47 
SWIM Latham Group, Inc.
-2.64%
-$2,640 
VGT Vanguard Information Technology ETF
-2.63%
-$94,456.7 
MPT Medical Properties Trust, Inc.
-2.57%
-$847.2 
ARE Alexandria Real Estate Equities, Inc.
-2.56%
-$15,579.51 
VRT Vertiv Holdings Co
-2.44%
-$9,968.38 
NLR VanEck Uranium and Nuclear ETF
-2.43%
-$16,582.87 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-2.4%
-$6,722.3 
SMH VanEck Semiconductor ETF
-2.39%
-$5,517.69 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-2.38%
-$73,049.26 
SCHW Charles Schwab Corporation
-2.36%
-$10,531.68 
MTUM iShares MSCI USA Momentum Factor ETF
-2.35%
-$8,569.71 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.35%
-$43,347.9 
QTJL Inn Growth Acceleration Plus Fund
-2.33%
-$18,769.96 
GOOGL Alphabet Inc
-2.31%
-$351,253.7 
CAIQ Calamos Nasdaq Autocallable Income ETF
-2.28%
-$70,942.12 
ASPI ASP Isotopes Inc.
-2.26%
-$900 
VFMO Vanguard U.S. Momentum Factor Fund
-2.25%
-$4,258.5 
QQQ Invesco QQQ Trust, Series 1
-2.25%
-$72,447.81 
ALM Almonty Industries Inc.
-2.23%
-$11,250 
DRKY VistaShares Target 15 DRUKMacro Distribution ETF
-2.21%
-$57,191.72 
FBCG Fidelity Blue Chip Growth Fund
-2.19%
-$7,097.49 
URA Global X Uranium ETF
-2.19%
-$75,761.79 
CGGR Capital Group Growth ETF
-2.16%
-$10,567.8 
QTOC Innovator Growth Accelerated Plus Funds
-2.15%
-$15,674.4 
VOX Vanguard Communication Services ETF
-2.14%
-$9,079.02 
ROBO ROBO Global Robotics & Automation Index ETF
-2.14%
-$8,877.42 
ICVT iShares Convertible Bond ETF
-2.14%
-$6,499.44 
GOOG Alphabet Inc
-2.13%
-$146,477.04 
SPCX Space Exploration Technologies Corp. Class A
-2.12%
-$8,612.1 
DE Deere & Company
-2.11%
-$31,299.93 
HBTA Horizon Expedition Plus ETF
-2.1%
-$6,162.34 
ETN Eaton Corporation plc
-2.1%
-$12,742.6 
WOOF Petco Health and Wellness Company, Inc.
-2.1%
-$500 
MAGS Roundhill Magnificent Seven Fund
-2.07%
-$11,182.15 
ARES Ares Management Corporation
-2.05%
-$6,107.4 
CSCO Cisco Systems, Inc.
-2.05%
-$14,217.75 
RDNT RadNet Inc.
-2.04%
-$39,261.6 
BX Blackstone Inc.
-2%
-$4,782.96 
VUG Vanguard Growth ETF
-2%
-$805,719.6 
BRK-B Berkshire Hathaway Inc.
-1.97%
-$47,616.81 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.95%
-$35,142.1 
CDNS Cadence Design Systems, Inc.
-1.93%
-$5,831.1 
SPMO Invesco S&P 500 Momentum ETF
-1.92%
-$35,922.88 
XLC Communication Services Select Sector SPDR Fund
-1.91%
-$7,245.5 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.91%
-$10,390.5 
AMZN Amazon.com Inc
-1.88%
-$374,772.41 
CMG Chipotle Mexican Grill, Inc.
-1.86%
-$4,355.94 
LIT GLOBAL X LITHIUM & BATTERY T
-1.86%
-$4,387.12 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.84%
-$51,781.81 
IBIT iShares Bitcoin Trust
-1.83%
-$23,722.2 
UBER Uber Technologies, Inc.
-1.81%
-$5,307.06 
VOOG Vanguard S&P 500 Growth ETF
-1.81%
-$10,453.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.8%
-$54,657.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$25,788.62 
IIPR Innovative Industrial Properties Inc.
-1.79%
-$3,296.5 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.79%
-$9,853.19 
SPOT Spotify Technology S.A.
-1.76%
-$4,804.24 
TMFC Motley Fool 100 Index ETF
-1.75%
-$10,574.03 
NVT nVent Electric plc
-1.73%
-$3,339 
IWM iShares Russell 2000 ETF
-1.7%
-$1,581.84 
IEMG iShares Core MSCI Emerging Markets ETF
-1.63%
-$8,662.35 
GBTC Grayscale Bitcoin Trust ETF
-1.62%
-$5,531.1 
SCHA Schwab U.S. Small-Cap ETF
-1.6%
-$15,737.28 
CNC Centene Corporation
-1.59%
-$4,234.72 
QCOM QUALCOMM Incorporated
-1.59%
-$6,630.67 
PBDC Putnam BDC Income ETF
-1.58%
-$16,226.33 
APH Amphenol Corporation
-1.56%
-$39,173.1 
JMOM JPMorgan U.S. Momentum Factor ETF
-1.52%
-$9,258.75 
IWMI Neos Russell 2000 High Income ETF
-1.51%
-$19,298.16 
SETM Sprott Critical Materials ETF
-1.5%
-$5,471.6 
TFIN Triumph Financial, Inc.
-1.49%
-$6,440 
UNH UnitedHealth Group Incorporated
-1.46%
-$9,318.1 
LBO WhiteWolf Private Listed Equity Fund
-1.43%
-$4,379.94 
VB Vanguard Small-Cap ETF
-1.42%
-$41,868.96 
XMMO Invesco S&P MidCap Momentum ETF
-1.38%
-$6,848.6 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.38%
-$2,580.73 
SPEM SPDR Portfolio Emerging Markets ETF
-1.37%
-$27,829.17 
VWO Vanguard FTSE Emerging Markets ETF
-1.36%
-$2,880 
VLUE iShares MSCI USA Value Factor ETF
-1.32%
-$3,805.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-1.3%
-$9,871.11 
GS The Goldman Sachs Group, Inc.
-1.29%
-$5,907.07 
OEF iShares S&P 100 ETF
-1.27%
-$3,313.45 
PDO PIMCO Dynamic Income Opportunities Fund
-1.26%
-$4,042.05 
WFG West Fraser Timber Co. Ltd.
-1.24%
-$3,321.12 
MGC Vanguard Mega Cap ETF
-1.24%
-$3,409.98 
SCHM Schwab U.S. Mid-Cap ETF
-1.22%
-$11,086.74 
SCHB Schwab U.S. Broad Market ETF
-1.22%
-$20,534.4 
XXV Simplify Ancorato Target 25 Distribution ETF
-1.21%
-$23,873.17 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.21%
-$9,693.65 
IBM International Business Machines Corporation
-1.2%
-$5,012 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.19%
-$708,092.06 
ESGU iShares ESG Aware MSCI USA ETF
-1.16%
-$13,012.44 
SCHX Schwab U.S. Large-Cap ETF
-1.15%
-$2,941.05 
SPY SPDR S&P 500 ETF Trust
-1.14%
-$68,282.06 
VOO Vanguard S&P 500 ETF
-1.14%
-$19,088.45 
IVV iShares Core S&P 500 ETF
-1.13%
-$79,831.34 
THRO iShares U.S. Thematic Rotation Active ETF
-1.1%
-$10,598.7 
CRF Cornerstone Total Return Fund, Inc.
-1.1%
-$709.74 
IRM Iron Mountain Inc.
-1.09%
-$2,671.56 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.08%
-$39,139.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.08%
-$33,094.6 
ACKY Vistashares TAR15 AC Inc ETF
-1.08%
-$20,920.23 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-1.08%
-$75,422.02 
PRU Prudential Financial, Inc.
-1.07%
-$2,448.75 
IJR iShares Core S&P Small-Cap ETF
-1.05%
-$2,424.96 
JCI Johnson Controls International plc
-1.03%
-$4,692.43 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-1.03%
-$2,155.45 
IJH iShares Core S&P Mid-Cap ETF
-1.02%
-$5,586.76 
DAICW Dot Ai Warrant
-0.99%
-$6.09 
COPX Global X Copper Miners ETF
-0.98%
-$29,655.02 
VOLT Tema Electrification Fund
-0.95%
-$3,305.28 
QTJA Innovator Growth Accumulation Plus-J
-0.94%
-$6,801.56 
RLGT Radiant Logistics, Inc.
-0.94%
-$4,998.77 
HECA Hedgeye Capital Allocation ETF
-0.93%
-$2,524.5 
VCR Vanguard Consumer Discretionary ETF
-0.92%
-$2,246.39 
NLY Annaly Capital Management, Inc.
-0.92%
-$4,672.62 
REXR Rexford Industrial Realty, Inc.
-0.92%
-$5,330.52 
CGDV Capital Group Dividend Value ETF
-0.92%
-$3,896.62 
NXRT NexPoint Residential Trust Inc.
-0.92%
-$2,320.67 
FDX FedEx Corporation
-0.91%
-$2,085.85 
SPYT Defiance S&P 500 Target Income ETF
-0.91%
-$25,238.19 
MS Morgan Stanley
-0.91%
-$5,053.98 
ACIO Aptus Collared Investment Opportunity ETF
-0.9%
-$6,997.62 
CLSE Convergence Long/Short Equity Fund
-0.9%
-$60,233.23 
QUAL iShares MSCI USA Quality Factor ETF
-0.89%
-$23,512.98 
HTUS Hull Tactical US ETF
-0.88%
-$51,243.1 
MBC MasterBrand, Inc.
-0.88%
-$600 
ECL Ecolab Inc.
-0.87%
-$14,556.74 
NVDA NVIDIA Corporation
-0.86%
-$413,342.44 
AFMC First Trust Active Factor Mid Cap ETF
-0.85%
-$26,017.83 
ASND Ascendis Pharma A/S
-0.82%
-$5,924.87 
VO Vanguard Mid-Cap ETF
-0.81%
-$6,081.02 
FPI Farmland Partners Inc.
-0.81%
-$1,628.52 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.79%
-$23,951.19 
MMM 3M Company
-0.77%
-$3,705.6 
KOID KraneShares Global Healthcare & Environmental Index ETF
-0.76%
-$2,476.25 
EALT Bear Family of Funds, Inc.
-0.75%
-$10,649.8 
FAUG FT Vest U.S. Equity Buffer ETF
-0.74%
-$2,354.68 
NDAA Ned Davis Research Dynamic Allocation ETF
-0.72%
-$1,848.03 
TILL Teucrium Agricultural Strategy No K-1 ETF
-0.72%
-$24,511.53 
QTAP Innovator Growth 100 Accumulation Plus Mutual Fund
-0.71%
-$5,049.82 
GBUG Sprott Active Gold & Silver Fund
-0.69%
-$20,797.28 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
-0.68%
-$1,351.49 
BUFR FT Vestladder Buffer ETF-USD I
-0.68%
-$2,213.14 
ADME Aptus Drawdown Managed Equity Fund
-0.67%
-$1,824 
XBJL Inn US Equity Access 9 Buffered July Fund
-0.67%
-$13,325.09 
VST Vistra Corp
-0.67%
-$5,486.81 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.67%
-$1,998.33 
CGBL Capital Group Core Balanced ETF
-0.66%
-$8,170.51 
VEU Vanguard FTSE All-World ex-US ETF
-0.66%
-$1,339.2 
VHT Vanguard Health Care ETF
-0.66%
-$4,270.56 
RSP Invesco S&P 500 Equal Weight ETF
-0.66%
-$2,769.04 
RACE Ferrari N.V.
-0.65%
-$1,429.68 
SILJ Amplify Junior Silver Miners ETF
-0.64%
-$17,811.42 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
-0.63%
-$43,589.23 
RDVY First Trust Rising Dividend Achievers ETF
-0.61%
-$6,239.66 
AB AllianceBernstein Holding L.P.
-0.6%
-$2,232.51 
JUCY Aptus Enhanced Yield ETF
-0.6%
-$1,514.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$21,410.24 
IALT iShares Systematic Alternatives Active ETF
-0.59%
-$2,479.22 
XV Simplify Target 15 Distribution ETF
-0.58%
-$8,453.2 
EFG iShares MSCI EAFE Growth ETF
-0.58%
-$10,568.86 
SLV iShares Silver Trust
-0.58%
-$25,311 
DHR Danaher Corporation
-0.57%
-$1,570.69 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.56%
-$6,624.42 
SBAR Simplify Barrier Income ETF
-0.56%
-$14,178.22 
USMV iShares MSCI USA Min Vol Factor ETF
-0.55%
-$4,114.32 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.55%
-$10,814.57 
HAS Hasbro Inc.
-0.55%
-$2,830.68 
FCX Freeport-McMoRan Inc.
-0.53%
-$3,926.42 
INDA ISHARES MSCI INDIA ETF
-0.52%
-$3,487 
RAA Smi 3fourteen Real Asset ETF
-0.51%
-$6,179.56 
CAH Cardinal Health Inc.
-0.5%
-$5,338.66 
ROAD Construction Partners, Inc. Class A Common Stock
-0.47%
-$1,414.1 
CLPR Clipper Realty Inc.
-0.47%
-$2,047.87 
ELFY ALPS Electrification Infrastructure ETF
-0.47%
-$3,061.78 
KNGZ FT S&P 500 Dividend Aristocrats ETF
-0.47%
-$1,199.22 
VUZI Vuzix Corporation
-0.46%
-$128 
GLDM SPDR Gold MiniShares Trust
-0.43%
-$1,224.04 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-0.42%
-$2,663.15 
IYH iShares U.S. Healthcare ETF
-0.42%
-$2,380.8 
JNK SPDR Bloomberg High Yield Bond ETF
-0.41%
-$799.87 
GLD SPDR Gold Shares
-0.38%
-$31,981.32 
IAU iShares Gold Trust
-0.38%
-$21,176.58 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.38%
-$1,860.35 
VIS Vanguard Industrials ETF
-0.37%
-$1,559.49 
BAC Bank of America Corporation
-0.37%
-$5,330.26 
BRT BRT Apartments Corp.
-0.37%
-$1,073.75 
MSMR M/S Managed Risk ETF
-0.36%
-$980.25 
MA Mastercard Incorporated
-0.36%
-$2,068.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$4,090.03 
JEPI JPMorgan Equity Premium Income Fund
-0.35%
-$1,005.4 
PHO Invesco Water Resources ETF
-0.34%
-$735.08 
AEM Agnico Eagle Mines Limited
-0.34%
-$869.12 
SCHF Schwab International Equity ETF
-0.33%
-$860.31 
BA Boeing Company
-0.33%
-$1,529.37 
XLV Health Care Select Sector SPDR Fund
-0.32%
-$1,494.54 
FTLS First Trust Long/Short Equity ETF
-0.32%
-$19,143.08 
MUX McEwen Mining Inc.
-0.31%
-$1,466.15 
DFAT Dimensional US Targeted Value ETF
-0.31%
-$1,261.47 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.3%
-$1,523.76 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
-0.3%
-$6,195.02 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
-0.3%
-$6,050.62 
PHYS Sprott Physical Gold Trust
-0.3%
-$4,114.35 
XAR SPDR S&P Aerospace & Defense ETF
-0.3%
-$521.1 
AGGH Simplify Aggregate Bond ETF
-0.29%
-$26,142.87 
SRLN SPDR Blackstone Senior Loan ETF
-0.29%
-$1,223.48 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$1,721.28 
BALT Inn Defined Wealth Shield Mutual Fund
-0.27%
-$5,879.45 
PPG PPG Industries Inc.
-0.27%
-$557.09 
CDZI Cadiz Inc.
-0.26%
-$210 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.26%
-$960.96 
PYLD PIMCO Multisector Bond Active ETF
-0.26%
-$14,352.56 
HFGM Unlimited HFGM Global Macro ETF
-0.25%
-$15,951.86 
CPT Camden Property Trust
-0.24%
-$1,062 
IVE ISHARES S&P 500 VALUE ETF
-0.24%
-$7,771.38 
FBRT Franklin BSP Realty Trust Inc.
-0.24%
-$364.39 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$8,299.86 
AXP American Express Company
-0.23%
-$1,789.23 
CTAS Cintas Corporation
-0.23%
-$665.42 
HYD VanEck High Yield Muni ETF
-0.23%
-$957.77 
BLV Vanguard Long-Term Bond ETF
-0.22%
-$690.2 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.21%
-$461.1 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
-0.21%
-$563.81 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.21%
-$2,080.04 
OVB Overlay Shares Core Bond ETF
-0.21%
-$16,938.08 
SCHV Schwab U.S. Large-Cap Value ETF
-0.2%
-$3,135.37 
DIS The Walt Disney Company
-0.2%
-$1,484.34 
NMT Nuveen Massachusetts Quality Municipal Income Fund
-0.2%
-$606.7 
GDX VanEck Gold Miners ETF
-0.2%
-$1,575.7 
XLI Industrial Select Sector SPDR Fund
-0.19%
-$2,405.65 
FPE First Trust Preferred Securities and Income ETF
-0.17%
-$1,049.04 
BMY Bristol-Myers Squibb Company
-0.17%
-$2,684.95 
BKLN Invesco Senior Loan ETF
-0.17%
-$1,405.39 
IEFA iShares Core MSCI EAFE ETF
-0.17%
-$620.07 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.17%
-$2,875.27 
SYSB iShares Systematic Bond ETF
-0.17%
-$666.26 
CW Curtiss-Wright Corporation
-0.16%
-$1,589.25 
WCPB Weitz Core Plus Bond ETF
-0.16%
-$482.28 
MBB iShares MBS ETF
-0.15%
-$3,463.46 
JSI Janus Henderson Securitized Income ETF
-0.15%
-$5,870.62 
NAC Nuveen California Quality Municipal Income Fund
-0.15%
-$296.25 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
-0.15%
-$394.52 
CRBG Corebridge Financial Inc.
-0.14%
-$1,440 
TLH iShares 10-20 Year Treasury Bond ETF
-0.14%
-$350.34 
IAGG iShares International Aggregate Bond Fund
-0.14%
-$850.54 
COWZ Pacer US Cash Cows 100 ETF
-0.14%
-$1,781.15 
HFEQ Unlimited HFEQ Equity Long/Short ETF
-0.13%
-$9,159 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.12%
-$311.02 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$1,260.16 
MUB iShares National Muni Bond ETF
-0.12%
-$1,256.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.12%
-$431.8 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
-0.11%
-$5,940.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.11%
-$238.35 
CAT Caterpillar Inc.
-0.11%
-$2,470.58 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.11%
-$238.8 
TLT iShares 20+ Year Treasury Bond ETF
-0.11%
-$681.11 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$236.3 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.1%
-$267.57 
VNQ Vanguard Real Estate ETF
-0.09%
-$414.34 
LALT First Trust Multi-Strategy Alternative ETF
-0.09%
-$321.62 
DFCF Dimensional Core Fixed Income ETF
-0.09%
-$266 
XLF Financial Select Sector SPDR Fund
-0.08%
-$1,117.76 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.08%
-$466.96 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$1,263.08 
ASML ASML Holding N.V. New York Registry Shares
-0.07%
-$1,224.82 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$1,789.01 
JMUB JPMorgan Municipal Bond ETF
-0.06%
-$480.63 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.06%
-$216.33 
CGHM Capital Group Municipal High-Income ETF
-0.06%
-$134.03 
FLXR TCW Flexible Income ETF
-0.05%
-$2,933.68 
HYBI Neos Enhanced Income Cash Alternative ETF
-0.05%
-$769.05 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$389.52 
AMGN Amgen Inc.
-0.04%
-$225.51 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$433.7 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$701.3 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$90.59 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$138.88 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$73.2 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$368.52 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.02%
-$378.93 
FLMI Franklin Dynamic Municipal Bond ETF
-0.02%
-$50.55 
BINC iShares Flexible Income Active ETF
-0.02%
-$88.15 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.02%
-$208.29 
NYF iShares New York Muni Bond ETF
-0.02%
-$41.41 
SJCP SanJac Alpha Core Plus Bond Fund
-0.02%
-$854.55 
MCD McDonald's Corporation
-0.02%
-$111.47 
BWMN Bowman Consulting Group Ltd.
-0.01%
-$125.75 
UYLD Angel Oak UltraShort Income Fund
-0.01%
-$50.65 
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
0%
-$94.15 Events
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Dividends
Dividend Analysis
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| Trades 2726 | Longs Won 1668/2726 61% | Profit Factor 6.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $623,196.6 |
| Average Win $140,754.45 | Best Trade (Oct 15) $22.91M | Sharpe Ratio -65.75 |
| Average Loss -$33,789.43 | Worst Trade (Oct 16) -$1.11M | Z-Score -3.68 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy $73,011.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 112,765 | $25.96M | $38.64M | - | $12.67M | 48.81% | +0.181% |
| AB AllianceBernstein Holding L.P. | 10,631 | $433,965.61 | $367,301.05 | - | -$66,664.56 | -15.36% | -0.604% |
| ABBV AbbVie Inc. | 8,092 | $1.98M | $2.3M | - | $325,474.1 | 16.44% | +0.499% |
| ACIO Aptus Collared Investment Opportunity ETF | 16,465 | $654,833.89 | $771,467.57 | - | $116,633.68 | 17.81% | -0.899% |
| ACKY Vistashares TAR15 AC Inc ETF | 109,530 | $1.91M | $1.92M | - | $12,048.35 | 0.63% | -1.079% |
| ACLS Axcelis Technologies, Inc. | 6,535 | $326,829.93 | $726,430.6 | - | $399,600.67 | 122.27% | -3.432% |
| ADME Aptus Drawdown Managed Equity Fund | 4,800 | $231,360 | $270,000 | - | $38,640 | 16.7% | -0.671% |
| AEM Agnico Eagle Mines Limited | 1,358 | $164,441.73 | $253,837.36 | - | $89,395.63 | 54.36% | -0.341% |
| AFL Aflac Inc. | 3,514 | $370,586.68 | $417,498.34 | - | $46,911.66 | 12.66% | +0.644% |
| AFMC First Trust Active Factor Mid Cap ETF | 75,414 | $2.5M | $3.02M | - | $521,667.83 | 20.87% | -0.854% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,270 | $225,304.52 | $216,342.35 | - | -$8,962.17 | -3.98% | -0.11% |
| AGGH Simplify Aggregate Bond ETF | 475,325 | $9.68M | $9.07M | - | -$616,015.65 | -6.36% | -0.288% |
| AGIX KraneShares AI and Tech ETF | 17,981 | $595,958.64 | $784,690.84 | - | $188,732.2 | 31.67% | -4.193% |
| AHRT AMERICAN HEALTHCARE REIT INC | 178,384 | $1.22M | $1.07M | - | -$151,326.07 | -12.41% | +0.251% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,841 | $575,062.57 | $735,089.28 | - | $160,026.71 | 27.83% | -3.136% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,862 | $248,112 | $184,382.69 | - | -$63,729.31 | -25.69% | -1.38% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 41,564 | $2.55M | $3.55M | - | $997,870.73 | 39.16% | 0.0 |
| ALAI Alger AI Enablers & Adopters ETF | 19,483 | $672,763.6 | $844,782.88 | - | $172,019.28 | 25.57% | -2.649% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 40,148 | $1.13M | $1.16M | - | $32,386.13 | 2.86% | -0.565% |
| ALM Almonty Industries Inc. | 50,000 | $828,000 | $493,750 | - | -$334,250 | -40.37% | -2.228% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Rich Mowrer?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Momentum ETF - $5.13M, NVIDIA Corporation - $5.1M, Broadcom Inc - $4.42M, iShares Silver Trust - $3.33M, and Applied Materials, Inc - $3M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Alger Concentrated Equity ETF - $646,278.6, Iridium Communications Inc - $484,991.46, UnitedHealth Group Incorporated - $473,130.88, Netflix, Inc - $415,302.3, and iPath Series B S&P 500 VIX Short-Term Futures ETN - $409,535.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rich Mowrer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.97M earned over time. The largest contributors to dividend income include Unlimited HFEQ Equity Long/Short ETF - $1M, VANGUARD TOTAL STOCK MKT ETF - $820,514.23, TCW Flexible Income ETF - $650,286.56, KraneShares Hedgeye Hedged Equity Index ETF - $624,342.31, and PIMCO Multisector Bond Active ETF - $572,951.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rich Mowrer's monthly returns?
Rich Mowrer's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Rich Mowrer's strategy be considered aggressive or moderate?
Rich Mowrer's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Rich Mowrer's strategy?
Rich Mowrer's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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