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:
37.39%
Gain +0.52%
Monthly
1.89%
Yearly
25.08%
Drawdown
10.27%
$878.65M
Equity
Holdings
$878.65M
Investment
$719.69M
$216.3M
Profit +$4.16M
Realized
$57.34M
Unrealized
$158.96M
Dividends
$21.68M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$4.16M
Win %
65%
This Week
Compared To Last Week
Gain
0.48%
Profit
$4.16M
Win %
65%
This Month
Compared to last month
Gain
3.35%
Profit
$28.48M
Win %
65%
This Year
Compared to last year
Gain
2.21%
Profit
$19.03M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$2.82M 
ETN Eaton Corporation plc
+7.32%
+$42,691.48 
GOOG Alphabet Inc
+6.88%
+$458,389.32 
GOOGL Alphabet Inc
+6.73%
+$980,455.98 
NVT nVent Electric plc
+6.24%
+$11,964.75 
VRT Vertiv Holdings Co
+6.18%
+$26,817.44 
COHR Coherent Corp.
+5.55%
+$42,997.51 
ANET Arista Networks, Inc.
+5.46%
+$32,309.81 
FTNT Fortinet Inc.
+4.99%
+$11,796.4 
ACLS Axcelis Technologies, Inc.
+4.13%
+$33,785.95 
TALO Talos Energy Inc.
+3.97%
+$66,526 
BWMN Bowman Consulting Group Ltd.
+3.87%
+$25,150 
META Meta Platforms Inc Class A
+3.28%
+$256,076.99 
ARES Ares Management Corporation
+3.2%
+$10,361.69 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$15,157.2 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$83,472 
MSFT Microsoft Corp.
+3.02%
+$514,399.78 
NVDA NVIDIA Corporation
+2.93%
+$1.26M 
TFIN Triumph Financial, Inc.
+2.84%
+$14,700 
ACKY Vistashares TAR15 AC Inc ETF
+2.71%
+$50,931.45 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$6,604.79 
HIMS Hims & Hers Health, Inc.
+2.7%
+$7,478.84 
CVX Chevron Corporation
+2.35%
+$28,417.24 
MRVL Marvell Technology, Inc.
+2.32%
+$18,603.42 
CNC Centene Corporation
+2.27%
+$5,217.78 
GLW Corning Incorporated
+2.24%
+$11,774.58 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$15,833.1 
WDC Western Digital Corporation
+2.21%
+$22,290.3 
DVN Devon Energy Corporation
+2.17%
+$118,250.88 
CDNS Cadence Design Systems, Inc.
+2.16%
+$6,695.98 
CSCO Cisco Systems, Inc.
+2.14%
+$15,355.17 
OKE ONEOK, Inc.
+1.95%
+$5,442.72 
JCI Johnson Controls International plc
+1.93%
+$8,554.06 
PANW Palo Alto Networks, Inc.
+1.89%
+$45,307.05 
CRM Salesforce Inc
+1.83%
+$8,417.31 
RYN Rayonier Inc.
+1.82%
+$6,768.06 
ORCL Oracle Corporation
+1.81%
+$13,850.76 
WFG West Fraser Timber Co. Ltd.
+1.8%
+$4,686.25 
HWM Howmet Aerospace Inc.
+1.8%
+$9,880.34 
RDNT RadNet Inc.
+1.74%
+$29,718.85 
HBTA Horizon Expedition Plus ETF
+1.69%
+$4,671.16 
KMI Kinder Morgan, Inc.
+1.64%
+$3,374.8 
ROAD Construction Partners, Inc. Class A Common Stock
+1.63%
+$5,942.8 
VOLT Tema Electrification Fund
+1.62%
+$5,909.44 
FANG Diamondback Energy Inc
+1.59%
+$13,454.58 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$3,407.47 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$5,594.2 
VZ Verizon Communications Inc.
+1.52%
+$15,939.7 
LMT Lockheed Martin Corporation
+1.5%
+$13,963.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$41,302.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$19,493.76 
CRF Cornerstone Total Return Fund, Inc.
+1.42%
+$1,091.9 
GE General Electric Company
+1.42%
+$11,805.41 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$7,670.44 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$11,572.9 
KLAC KLA Corporation
+1.38%
+$2,965.6 
CIEN Ciena Corporation
+1.34%
+$5,687.14 
CAH Cardinal Health Inc.
+1.3%
+$12,541.49 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$80,582.47 
MBC MasterBrand, Inc.
+1.23%
+$1,000 
CMCSA Comcast Corp
+1.23%
+$7,468.95 
TMFC Motley Fool 100 Index ETF
+1.19%
+$6,848.66 
HTUS Hull Tactical US ETF
+1.19%
+$65,190.71 
AMAT Applied Materials, Inc.
+1.18%
+$16,189.65 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$3,561.85 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$19,077.14 
VOX Vanguard Communication Services ETF
+1.12%
+$4,407.93 
VUG Vanguard Growth ETF
+1.1%
+$416,288.46 
EQT EQT Corporation
+1.1%
+$3,104.74 
NOW ServiceNow, Inc.
+1.05%
+$4,547.2 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$5,513.1 
CW Curtiss-Wright Corporation
+1.02%
+$14,313.06 
VDE Vanguard Energy ETF
+1.02%
+$5,796.7 
XLE Energy Select Sector SPDR Fund
+1%
+$9,887.22 
LBO WhiteWolf Private Listed Equity Fund
+0.99%
+$3,192.23 
WTLS WisdomTree Efficient Long/Short U.S. Equity Fund
+0.97%
+$71,023.39 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,016 
OEF iShares S&P 100 ETF
+0.95%
+$2,349.33 
QTJL Inn Growth Acceleration Plus Fund
+0.93%
+$6,945.61 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$8,304.14 
AMLP Alerian MLP ETF
+0.89%
+$7,853.23 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$6,289.56 
SCHW Charles Schwab Corporation
+0.87%
+$4,317.04 
MGC Vanguard Mega Cap ETF
+0.87%
+$2,279.75 
IBM International Business Machines Corporation
+0.86%
+$3,418.86 
KOID KraneShares Global Healthcare & Environmental Index ETF
+0.85%
+$3,070.55 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$3,593.88 
GEV GE Vernova Inc.
+0.85%
+$25,893.96 
MCD McDonald's Corporation
+0.82%
+$5,449.42 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$10,732.9 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$27,658.58 
FEPI Rex FANG Innovation Premium Income ETF
+0.79%
+$17,438.12 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$15,394.86 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,567.16 
SHLD Global X Defense Tech ETF
+0.77%
+$5,868 
TSLA Tesla, Inc.
+0.76%
+$15,311.55 
TRGP Targa Resources Corp.
+0.76%
+$5,456.64 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,804.62 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$41,529.41 
VIS Vanguard Industrials ETF
+0.72%
+$3,210.29 
AGIX KraneShares AI and Tech ETF
+0.71%
+$5,394.3 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,508.57 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$7,634.78 
CAT Caterpillar Inc.
+0.7%
+$17,401.2 
BMY Bristol-Myers Squibb Company
+0.69%
+$11,506.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$46,766.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$19,924.3 
QTUM Defiance Quantum ETF
+0.67%
+$6,704.08 
PLTR Palantir Technologies Inc.
+0.65%
+$7,799.18 
CGGR Capital Group Growth ETF
+0.65%
+$2,975.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$19,655.88 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,596.57 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$8,724.06 
NMT Nuveen Massachusetts Quality Municipal Income Fund
+0.64%
+$2,426.8 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$4,774.85 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$6,632.55 
IXC iShares Global Energy ETF
+0.63%
+$7,304.5 
CGDV Capital Group Dividend Value ETF
+0.63%
+$2,654.84 
ADME Aptus Drawdown Managed Equity Fund
+0.63%
+$1,656 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$3,201.84 
QTJA Innovator Growth Accumulation Plus-J
+0.62%
+$4,245.74 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$9,696.8 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$4,470.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,595.57 
QTOC Innovator Growth Accelerated Plus Funds
+0.59%
+$4,161.2 
KSPY KraneShares Hedgeye Hedged Equity Index ETF
+0.59%
+$39,918.56 
SPYT Defiance S&P 500 Target Income ETF
+0.58%
+$16,282.7 
MO Altria Group, Inc.
+0.57%
+$1,259.31 
CPER United States Copper Index Fund
+0.56%
+$26,501.86 
APH Amphenol Corporation
+0.55%
+$6,759.2 
EALT Bear Family of Funds, Inc.
+0.53%
+$7,286.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$304,393.76 
FRTY Alger Mid Cap 40 ETF
+0.53%
+$30,730.72 
STX Seagate Technology Holdings plc
+0.52%
+$5,713.81 
PSX Phillips 66
+0.51%
+$1,685.85 
CAIQ Calamos Nasdaq Autocallable Income ETF
+0.51%
+$15,900.82 
ASPI ASP Isotopes Inc.
+0.5%
+$360 
UMI USCF Midstream Energy Income Fund
+0.5%
+$24,623.27 
CSIO Cohen & Steers Infrastructure Opportunities Active ETF
+0.49%
+$15,149.82 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$1,412.35 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$2,728.35 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.47%
+$12,469.2 
IYW iShares U.S. Technology ETF
+0.46%
+$1,951.53 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$4,680.09 
RKLB Rocket Lab Corporation
+0.42%
+$595.89 
FAUG FT Vest U.S. Equity Buffer ETF
+0.41%
+$1,292.34 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$1,301.85 
CASY Casey's General Stores Inc.
+0.4%
+$4,305 
PFE Pfizer Inc.
+0.4%
+$1,973.7 
RTX RTX Corporation
+0.39%
+$7,152.6 
XBJA Innovator U.S. Equity Accelerated 9 Buffer ETF - January
+0.39%
+$7,548.82 
XBJL Inn US Equity Access 9 Buffered July Fund
+0.39%
+$7,421.57 
VLO Valero Energy Corporation
+0.38%
+$5,760.79 
AVGO Broadcom Inc.
+0.37%
+$64,350.72 
PG Procter & Gamble Co
+0.37%
+$2,979.13 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,544.84 
WOOF Petco Health and Wellness Company, Inc.
+0.36%
+$100 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$3,692.81 
NDAA Ned Davis Research Dynamic Allocation ETF
+0.36%
+$910.1 
BAC Bank of America Corporation
+0.36%
+$6,171.88 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,368.2 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$955.13 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$1,925.82 
GD General Dynamics Corporation
+0.32%
+$1,828.78 
MRK Merck & Co., Inc.
+0.32%
+$1,304.24 
XBAP Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.31%
+$6,242.67 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$635.96 
SMH VanEck Semiconductor ETF
+0.3%
+$673.19 
XBOC Innovator U.S. Equity Accelerated 9 Buffer ETF
+0.29%
+$5,624.22 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$5,326.72 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$989.75 
PHO Invesco Water Resources ETF
+0.27%
+$581.21 
QTAP Innovator Growth 100 Accumulation Plus Mutual Fund
+0.27%
+$1,846.03 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$1,331.18 
JPM JPMorgan Chase & Co.
+0.27%
+$4,250.68 
VTMX Corporacion Inmobiliaria Vesta S.A.B. de C.V.
+0.26%
+$558.99 
GHY PGIM Global High Yield Fund, Inc.
+0.26%
+$330 
NRG NRG Energy, Inc.
+0.24%
+$4,714.73 
CLSE Convergence Long/Short Equity Fund
+0.24%
+$15,798.88 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$1,185.21 
CME CME Group Inc.
+0.21%
+$1,333.82 
SO The Southern Company
+0.21%
+$599.8 
JNJ Johnson & Johnson
+0.21%
+$1,557.14 
XV Simplify Target 15 Distribution ETF
+0.21%
+$3,019 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$1,394.8 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$2,437.37 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$4,679.32 
INTU Intuit Inc.
+0.18%
+$2,414.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,618.86 
USB U.S. Bancorp
+0.17%
+$372.56 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$3,713.34 
T AT&T Inc.
+0.17%
+$769.56 
MS Morgan Stanley
+0.17%
+$1,102.69 
VICI Vici Properties Inc.
+0.15%
+$349.44 
CB Chubb Limited
+0.15%
+$577.17 
USDU WisdomTree Bloomberg U.S. Dollar Bullish Fund
+0.15%
+$394.52 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$566.68 
DELL Dell Technologies Inc.
+0.14%
+$1,181.6 
LALT First Trust Multi-Strategy Alternative ETF
+0.12%
+$429.78 
MMM 3M Company
+0.12%
+$607.93 
PBDC Putnam BDC Income ETF
+0.11%
+$1,201.95 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$699.36 
AB AllianceBernstein Holding L.P.
+0.11%
+$425.24 
ISRG Intuitive Surgical, Inc.
+0.1%
+$253.07 
C Citigroup Inc.
+0.1%
+$217.08 
BENJ Horizon Landmark ETF
+0.1%
+$259.13 
FSK FS KKR Capital Corp.
+0.1%
+$200.71 
AFL Aflac Inc.
+0.09%
+$421.68 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$661.23 
ELFY ALPS Electrification Infrastructure ETF
+0.09%
+$636.44 
WMT Walmart Inc.
+0.09%
+$1,331.23 
HYBI Neos Enhanced Income Cash Alternative ETF
+0.08%
+$1,230.48 
FLTR VanEck IG Floating Rate ETF
+0.08%
+$181.18 
SOXX iShares Semiconductor ETF
+0.07%
+$627.14 
NBCM Neuberger Berman Commodity Strategy ETF
+0.07%
+$356.82 
XXV Simplify Ancorato Target 25 Distribution ETF
+0.07%
+$1,297.45 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.06%
+$143.28 
KNGZ FT S&P 500 Dividend Aristocrats ETF
+0.06%
+$159.41 
SJCP SanJac Alpha Core Plus Bond Fund
+0.06%
+$2,563.49 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$418.7 
BKLN Invesco Senior Loan ETF
+0.05%
+$401.54 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$139.6 
TUSI Touchstone Ultra Short Income Fund
+0.04%
+$409 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$77.25 
DIS The Walt Disney Company
+0.03%
+$202.41 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$106.39 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$692.41 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$42.66 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$53 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$208.29 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$206.36 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$1,710.37 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$41.66 
CLOA iShares AAA CLO ETF
+0.02%
+$191.82 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$64.15 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CLPR Clipper Realty Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VUZI Vuzix Corporation
0%
$0 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
RAA Smi 3fourteen Real Asset ETF
0%
$0 
HFGM Unlimited HFGM Global Macro ETF
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
HFEQ Unlimited HFEQ Equity Long/Short 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 
FRMI Fermi Inc.
-15.45%
-$25,116 
DAICW Dot Ai Warrant
-12.94%
-$67.01 
AAPL Apple Inc.
-7.35%
-$2.76M 
MU Micron Technology, Inc.
-5.9%
-$502,669.11 
MIRM Mirum Pharmaceuticals Inc.
-5.9%
-$20,584 
OKLO Oklo Inc.
-5.5%
-$110.74 
ALM Almonty Industries Inc.
-5.23%
-$30,500 
SNDK SanDisk Corporation
-5.09%
-$46,242.3 
U Unity Software Inc.
-4.89%
-$12,042.44 
CDZI Cadiz Inc.
-4.78%
-$3,150 
SPOT Spotify Technology S.A.
-4.34%
-$11,629.7 
SHOP Shopify Inc.
-4.29%
-$38,267.25 
AEM Agnico Eagle Mines Limited
-3.63%
-$7,441.84 
GDX VanEck Gold Miners ETF
-3.49%
-$24,840.94 
GBUG Sprott Active Gold & Silver Fund
-3.48%
-$93,721.94 
OWNB Bitwise Bitcoin Standard Corporations ETF
-3.47%
-$6,734.48 
SILJ Amplify Junior Silver Miners ETF
-3.45%
-$92,835.28 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$10,471.22 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$9,934.6 
IIPR Innovative Industrial Properties Inc.
-3.24%
-$6,835.9 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$18,565.96 
IBIT iShares Bitcoin Trust
-2.89%
-$29,420.3 
DVLT Datavault AI Inc.
-2.86%
-$130 
ASND Ascendis Pharma A/S
-2.85%
-$22,869.06 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$7,679.1 
TGTX TG Therapeutics, Inc.
-2.8%
-$8,865.01 
QCOM QUALCOMM Incorporated
-2.63%
-$9,348.59 
ABBV AbbVie Inc.
-2.51%
-$52,355.24 
VEGI iShares MSCI Global Agriculture Producers ETF
-2.47%
-$74,743.2 
CRBG Corebridge Financial Inc.
-2.41%
-$22,176 
VAW Vanguard Materials ETF
-2.38%
-$11,582.19 
SETM Sprott Critical Materials ETF
-2.3%
-$9,164.93 
MUX McEwen Mining Inc.
-2.26%
-$11,729.2 
CPT Camden Property Trust
-2.19%
-$10,974 
BA Boeing Company
-2.15%
-$11,647.7 
SLV iShares Silver Trust
-2.13%
-$96,181.8 
BMBL Bumble Inc.
-2.06%
-$1,460.04 
NFLX Netflix, Inc.
-2%
-$24,104.6 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$14,933.36 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,865.45 
FBRT Franklin BSP Realty Trust Inc.
-1.94%
-$3,643.95 
AMD Advanced Micro Devices, Inc.
-1.9%
-$47,364.34 
IBB iShares Biotechnology ETF
-1.87%
-$4,171.26 
IRM Iron Mountain Inc.
-1.86%
-$5,039.04 
ARKG ARK Genomic Revolution ETF
-1.78%
-$70 
DNP DNP Select Income Fund Inc.
-1.74%
-$3,594.8 
QQQS Invesco NASDAQ Future Gen 200 Mutual Fund
-1.73%
-$23,249.52 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,128.2 
KOPN Kopin Corporation
-1.68%
-$2,961 
NXRT NexPoint Residential Trust Inc.
-1.66%
-$6,006.44 
URA Global X Uranium ETF
-1.64%
-$62,335.65 
PHYS Sprott Physical Gold Trust
-1.61%
-$21,654.5 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$9,563.58 
LRCX Lam Research Corporation
-1.58%
-$17,422.94 
MSMR M/S Managed Risk ETF
-1.57%
-$4,313.1 
NLY Annaly Capital Management, Inc.
-1.56%
-$9,894.96 
NET Cloudflare Inc.
-1.56%
-$3,677.94 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
-1.56%
-$4,293.63 
GLD SPDR Gold Shares
-1.49%
-$122,268.5 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,103.12 
IAU iShares Gold Trust
-1.46%
-$81,117.05 
PLUG Plug Power Inc.
-1.44%
-$1,710.15 
HRL Hormel Foods Corporation
-1.42%
-$10,800 
AHRT AMERICAN HEALTHCARE REIT INC
-1.42%
-$17,838.4 
DEA Easterly Government Properties, Inc.
-1.42%
-$8,102.5 
BKH Black Hills Corporation
-1.41%
-$2,890.68 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$10,843.11 
ORKA Oruka Therapeutics, Inc.
-1.38%
-$17,536.5 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$22,529.7 
PPG PPG Industries Inc.
-1.35%
-$2,900.71 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$22,903.86 
GNW Genworth Financial Inc.
-1.3%
-$2,080 
NNN NNN REIT, Inc.
-1.29%
-$3,024.36 
MPT Medical Properties Trust, Inc.
-1.28%
-$635.4 
FCX Freeport-McMoRan Inc.
-1.28%
-$8,595.72 
BRT BRT Apartments Corp.
-1.26%
-$4,080.25 
F Ford Motor Company
-1.21%
-$5,836.86 
ICOW Pacer Developed Markets International ETF
-1.2%
-$10,521.56 
NEE NextEra Energy, Inc.
-1.15%
-$7,721.45 
DE Deere & Company
-1.13%
-$15,524.38 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,230.25 
TXN Texas Instruments Inc
-1.08%
-$2,243.87 
LOW Lowe's Companies Inc.
-1.08%
-$3,718.26 
MCK McKesson Corporation
-1.08%
-$6,197.81 
CTAS Cintas Corporation
-1.04%
-$2,963.51 
INTC Intel Corporation
-1.02%
-$15,690.03 
KO The Coca-Cola Company
-1.02%
-$5,186.7 
PAA Plains All American Pipeline, L.P.
-1.01%
-$3,500 
XOM Exxon Mobil Corporation
-0.97%
-$22,469.58 
RACE Ferrari N.V.
-0.97%
-$2,130.73 
SOFI SoFi Technologies, Inc.
-0.97%
-$3,385.6 
MCHP Microchip Technology Incorporated
-0.96%
-$15,204.28 
RSKD Riskified Ltd.
-0.95%
-$1,129.65 
TILL Teucrium Agricultural Strategy No K-1 ETF
-0.92%
-$28,230.35 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$5,195.25 
UPAR Ultra Risk Parity ETF
-0.87%
-$1,728.31 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$2,121.64 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$1,758.52 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$2,108.6 
PCAR PACCAR Inc.
-0.81%
-$5,368.68 
COPX Global X Copper Miners ETF
-0.81%
-$24,024.32 
CCNR ALPS Clean Energy ETF
-0.79%
-$33,181.23 
VHT Vanguard Health Care ETF
-0.76%
-$4,605.1 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$14,142.51 
FPI Farmland Partners Inc.
-0.74%
-$1,341.13 
MA Mastercard Incorporated
-0.74%
-$3,995 
REMX VanEck Rare Earth and Strategic Metals ETF
-0.72%
-$15,883.2 
VPU Vanguard Utilities ETF
-0.71%
-$6,159.44 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$2,257.19 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$3,618.93 
IYH iShares U.S. Healthcare ETF
-0.7%
-$3,686.4 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$5,423.76 
PDO PIMCO Dynamic Income Opportunities Fund
-0.69%
-$2,425.23 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.68%
-$2,940.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$4,407.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,846.11 
WPC W. P. Carey Inc.
-0.65%
-$3,927.86 
AMGN Amgen Inc.
-0.64%
-$3,023.13 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,367.54 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,337.19 
IDU iShares U.S. Utilities ETF
-0.63%
-$2,896.08 
GHTA Goose Hollow Tactical Allocation Fund
-0.62%
-$2,181.77 
HAS Hasbro Inc.
-0.62%
-$3,092.78 
PM Philip Morris International Inc.
-0.61%
-$3,332.29 
ECL Ecolab Inc.
-0.61%
-$9,800.01 
DHR Danaher Corporation
-0.61%
-$1,426.81 
RLGT Radiant Logistics, Inc.
-0.6%
-$2,940.45 
FYC First Trust Small Cap Growth Fund
-0.59%
-$8,248.07 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,543.34 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$7,953.58 
SCHF Schwab International Equity ETF
-0.58%
-$1,529.44 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$1,482.24 
JSI Janus Henderson Securitized Income ETF
-0.57%
-$22,699.75 
PRU Prudential Financial, Inc.
-0.56%
-$1,351.71 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$1,250.9 
VNQ Vanguard Real Estate ETF
-0.54%
-$2,695.68 
COF Capital One Financial Corporation
-0.54%
-$1,413.64 
LLY Eli Lilly and Company
-0.53%
-$19,070.43 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$17,886.71 
SBAC SBA Communications Corporation
-0.51%
-$1,417.7 
XRN Chiron Real Estate Inc.
-0.48%
-$3,469.53 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.48%
-$8,654.94 
IWM iShares Russell 2000 ETF
-0.47%
-$469.82 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$1,022.71 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,528.3 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$6,353.95 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$42,779.25 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$2,534.79 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$987.5 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.42%
-$12,143.05 
HD The Home Depot, Inc.
-0.42%
-$5,120.83 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$2,674.33 
MBB iShares MBS ETF
-0.4%
-$9,153.43 
NSLR SuRo Capital Corp.
-0.39%
-$840 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,934.32 
VGT Vanguard Information Technology ETF
-0.38%
-$12,633.4 
WDIG WisdomTree Efficient Rare Earth Plus Strategic Metals Fund
-0.38%
-$8,826.75 
AXP American Express Company
-0.38%
-$3,112.75 
FDX FedEx Corporation
-0.37%
-$890.1 
SWIM Latham Group, Inc.
-0.37%
-$320 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,321.11 
TMUS T-Mobile US, Inc.
-0.36%
-$827.81 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.36%
-$4,215.54 
WCPB Weitz Core Plus Bond ETF
-0.35%
-$1,061.03 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$1,772.75 
CVSB Calvert Ultra-Short Investment Grade ETF
-0.34%
-$789.48 
HECA Hedgeye Capital Allocation ETF
-0.33%
-$908.82 
TFC Truist Financial Corporation
-0.33%
-$920.37 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$5,304.95 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$17,971.05 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$892.8 
VST Vistra Corp
-0.29%
-$2,290.61 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$912 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$8,845.33 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,978.56 
CCI Crown Castle Inc.
-0.27%
-$1,014.93 
VTV Vanguard Value ETF
-0.27%
-$1,279.69 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,422.3 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$4,031.19 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$6,730.94 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$2,375.73 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$937.43 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$567.5 
BX Blackstone Inc.
-0.25%
-$698.9 
COST Costco Wholesale Corporation
-0.24%
-$4,122.19 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$824.13 
PDT John Hancock Premium Dividend Fund
-0.23%
-$796.86 
VB Vanguard Small-Cap ETF
-0.22%
-$6,772.71 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$3,608.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$446.4 
SYSB iShares Systematic Bond ETF
-0.22%
-$904.21 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,505.65 
IQDY FlexShares International Quality Dividend Dynamic Index Fund
-0.21%
-$436.59 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$7,785.54 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$472.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$762 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,429.35 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$6,135.16 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$10,889.65 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$2,669.2 
EPD Enterprise Products Partners L.P.
-0.18%
-$868.99 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$726.69 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$1,558.1 
BBBI BondBloxx BBB Rated 5-10 Year Corporate Bond ETF
-0.17%
-$9,180.08 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.17%
-$742.36 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,011.04 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$582.39 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$386.08 
SIO Touchstone Strategic Income ETF
-0.16%
-$6,300.88 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$660.77 
FLXR TCW Flexible Income ETF
-0.15%
-$8,801.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$5,420.32 
MMSC First Trust Multi-Manager Small Cap Opportunities ETF
-0.15%
-$1,940.86 
ORRF Orrstown Financial Services Inc.
-0.14%
-$1,176.54 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$376.58 
OVB Overlay Shares Core Bond ETF
-0.14%
-$11,263.4 
OZ Belpointe PREP LLC
-0.13%
-$2,159.74 
ICVT iShares Convertible Bond ETF
-0.13%
-$424.8 
MUB iShares National Muni Bond ETF
-0.11%
-$1,206.36 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$881.15 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$599.92 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,490.34 
TIP iShares TIPS Bond ETF
-0.1%
-$1,311.75 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$328.7 
HYD VanEck High Yield Muni ETF
-0.1%
-$435.35 
JPIE JPMorgan Income ETF
-0.09%
-$457.12 
BINC iShares Flexible Income Active ETF
-0.08%
-$352.59 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$201.06 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.07%
-$153.7 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$136 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$183 
CGBL Capital Group Core Balanced ETF
-0.05%
-$666.98 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$113.08 
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$1,508.28 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$2,392.25 
VO Vanguard Mid-Cap ETF
-0.05%
-$371.36 
HOOD Robinhood Markets, Inc.
-0.05%
-$216.12 
SHYM iShares High Yield Bond ETF
-0.04%
-$142.81 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$433.7 
TSEC Touchstone Securitized Income ETF
-0.04%
-$1,750.29 
V Visa Inc. Class A
-0.04%
-$893.28 
XEL Xcel Energy Inc.
-0.04%
-$98.22 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$138.88 
NYF iShares New York Muni Bond ETF
-0.04%
-$82.82 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$67.34 
JUCY Aptus Enhanced Yield ETF
-0.02%
-$58.25 
STOT SPDR DoubleLine Short Duration Total Return Tactical ETF
-0.02%
-$71.37 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$205.73 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$95.47 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$350.65 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$53.03 
DRKY VistaShares Target 15 DRUKMacro Distribution ETF
-0.01%
-$367.32 
UBER Uber Technologies, Inc.
-0.01%
-$41.14 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$127.24 
GMOM Cambria Global Momentum ETF
-0.01%
-$30.43 
PALC Pacer Lunt Large Cap Multi-Factor Alternator ETF
-0.01%
-$15.51 Events
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Dividends
Dividend Analysis
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| Trades 2726 | Longs Won 1761/2726 64% | Profit Factor 8.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,277.19 |
| Average Win $138,602.47 | Best Trade (Aug 28) $24.27M | Sharpe Ratio -65.68 |
| Average Loss -$28,283.96 | Worst Trade (Aug 02) -$795,501.33 | Z-Score 7.49 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 5d | Expectancy $79,347.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 112,765 | $25.96M | $34.83M | - | $8.87M | 34.17% | -7.354% |
| AB AllianceBernstein Holding L.P. | 10,631 | $433,965.61 | $390,795.56 | - | -$43,170.05 | -9.95% | +0.109% |
| ABBV AbbVie Inc. | 8,092 | $1.98M | $2.03M | - | $51,357.6 | 2.59% | -2.513% |
| ACIO Aptus Collared Investment Opportunity ETF | 16,465 | $654,833.89 | $756,237.45 | - | $101,403.56 | 15.49% | +0.635% |
| ACKY Vistashares TAR15 AC Inc ETF | 109,530 | $1.91M | $1.93M | - | $22,453.7 | 1.18% | +2.713% |
| ACLS Axcelis Technologies, Inc. | 6,535 | $326,829.93 | $852,033.3 | - | $525,203.37 | 160.7% | +4.129% |
| ADME Aptus Drawdown Managed Equity Fund | 4,800 | $231,360 | $264,816 | - | $33,456 | 14.46% | +0.629% |
| AEM Agnico Eagle Mines Limited | 1,358 | $164,441.73 | $197,276.66 | - | $32,834.93 | 19.97% | -3.635% |
| AFL Aflac Inc. | 3,514 | $370,586.68 | $447,964.72 | - | $77,378.04 | 20.88% | +0.094% |
| AFMC First Trust Active Factor Mid Cap ETF | 75,414 | $2.5M | $3.06M | - | $561,260.18 | 22.46% | -0.049% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,270 | $225,304.52 | $221,029.9 | - | -$4,274.62 | -1.9% | -0.256% |
| AGGH Simplify Aggregate Bond ETF | 475,325 | $9.68M | $9.4M | - | -$285,664.77 | -2.95% | -0.453% |
| AGIX KraneShares AI and Tech ETF | 17,981 | $595,958.64 | $760,416.49 | - | $164,457.85 | 27.6% | +0.714% |
| AHRT AMERICAN HEALTHCARE REIT INC | 178,384 | $1.22M | $1.24M | - | $22,598.33 | 1.85% | -1.416% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,841 | $575,062.57 | $697,316.49 | - | $122,253.92 | 21.26% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,862 | $248,112 | $217,947.11 | - | -$30,164.89 | -12.16% | +1.588% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 41,564 | $2.55M | $2.65M | - | $100,503.81 | 3.94% | +0.473% |
| ALAI Alger AI Enablers & Adopters ETF | 19,483 | $672,763.6 | $837,769 | - | $165,005.4 | 24.53% | +1.401% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 40,148 | $1.13M | $1.17M | - | $39,412.03 | 3.48% | -0.358% |
| ALM Almonty Industries Inc. | 50,000 | $828,000 | $553,000 | - | -$275,000 | -33.21% | -5.227% |
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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 - $5.05M, Broadcom Inc - $4.39M, 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 - $476,782.56, 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 $21.68M earned over time. The largest contributors to dividend income include Unlimited HFEQ Equity Long/Short ETF - $1M, VANGUARD TOTAL STOCK MKT ETF - $670,592.46, KraneShares Hedgeye Hedged Equity Index ETF - $624,342.31, TCW Flexible Income ETF - $620,949.76, and UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note - $518,212.23. 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.
