Daniel McGlinn Portfolio
Invests via Grey Fox Wealth Advisors LLC | Managed by Kevin Dombrowski, Ted Lauzen, Christian Poppe, CFA, Ellen Powers, CFA, Ryan Bonner, CPA, Elliot Lauzen
Invests via Grey Fox Wealth Advisors LLC
Managed by Kevin Dombrowski, Ted Lauzen, Christian Poppe, CFA, Ellen Powers, CFA, Ryan Bonner, CPA, Elliot Lauzen
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Daniel McGlinn Profile
Daniel McGlinn is a distinguished entrepreneur and technology innovator known for his impactful contributions in the software development industry. His leadership journey includes co-founding several successful startups that leverage cutting-edge technologies to address complex business challenges. With a strong emphasis on strategic partnerships, he has fostered collaborations that drive product innovation and market expansion. Daniel's deep understanding of both technical frameworks and customer needs positions him uniquely within the competitive landscape, allowing him to steer initiatives that create significant value for stakeholders. His professional insights into entrepreneurship have made him a sought-after mentor for emerging tech leaders.
Daniel McGlinn is a distinguished entrepreneur and technology innovator known for his impactful contributions in the software development industry. His leadership journey includes co-founding several successful startups that leverage cutting-edge technologies to address complex business challenges. With a strong emphasis on strategic partnerships, he has fostered collaborations that drive product innovation and market expansion. Daniel's deep understanding of both technical frameworks and customer needs positions him uniquely within the competitive landscape, allowing him to steer initiatives that create significant value for stakeholders. His professional insights into entrepreneurship have made him a sought-after mentor for emerging tech leaders.
Investment Philosophy & Strategy
With a keen eye for transformative technology trends, Daniel McGlinn seeks to identify and cultivate entrepreneurial opportunities that harness innovation. His strategic mindset facilitates the alignment of startups with market demands, enabling scalable growth through technology-driven solutions. Leveraging his extensive experience in software development, he emphasizes building strong teams capable of navigating complex business landscapes. A proactive approach toward collaboration underscores his investment philosophy, wherein he champions partnerships that enhance competitive positioning and expand market reach. Through these ventures, he aims to generate meaningful returns while nurturing the next generation of tech innovators.
With a keen eye for transformative technology trends, Daniel McGlinn seeks to identify and cultivate entrepreneurial opportunities that harness innovation. His strategic mindset facilitates the alignment of startups with market demands, enabling scalable growth through technology-driven solutions. Leveraging his extensive experience in software development, he emphasizes building strong teams capable of navigating complex business landscapes. A proactive approach toward collaboration underscores his investment philosophy, wherein he champions partnerships that enhance competitive positioning and expand market reach. Through these ventures, he aims to generate meaningful returns while nurturing the next generation of tech innovators.
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:
79.55%
Gain -0.76%
Monthly
1.48%
Yearly
19.3%
Drawdown
22.61%
$664.43M
Equity
Holdings
$664.43M
Investment
$527.91M
$149.26M
Profit -$2.55M
Realized
$12.75M
Unrealized
$136.51M
Dividends
$28.45M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$2.55M
Win %
77%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$2.55M
Win %
77%
This Month
Compared to last month
Gain
-1.09%
Profit
-$7.33M
Win %
77%
This Year
Compared to last year
Gain
0.2%
Profit
$1.38M
Win %
77%
HONA Honeywell Aerospace Inc.
+4.18%
+$8,401.31 
NFLX Netflix, Inc.
+3.76%
+$13,464.57 
GOOGL Alphabet Inc
+3.08%
+$128,693.88 
GOOG Alphabet Inc
+2.97%
+$37,203.01 
META Meta Platforms Inc Class A
+2.91%
+$25,062.69 
FIVE Five Below, Inc.
+2.69%
+$11,650.9 
SYK Stryker Corporation
+2.45%
+$7,716.28 
ISRG Intuitive Surgical, Inc.
+2.38%
+$7,217.71 
MSFT Microsoft Corp.
+2.27%
+$44,908.32 
WMT Walmart Inc.
+2.27%
+$9,241.29 
LLY Eli Lilly and Company
+2.04%
+$26,990.36 
ABBV AbbVie Inc.
+1.73%
+$10,775.88 
PM Philip Morris International Inc.
+1.7%
+$5,080.32 
MNST Monster Beverage Corporation
+1.67%
+$5,600.09 
COST Costco Wholesale Corporation
+1.58%
+$9,593.46 
ORLY O'Reilly Automotive Inc.
+1.54%
+$4,826.98 
DHR Danaher Corporation
+1.5%
+$4,932.77 
QUAIX AB Small Cap Growth Portfolio Class I
+1.19%
+$5,957.99 
V Visa Inc. Class A
+1.05%
+$8,594.18 
HD The Home Depot, Inc.
+1%
+$3,751.27 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$17,173.18 
VTMGX Vanguard Developed Markets Index Fund Admiral Shares
+0.95%
+$38,190.9 
VIGAX Vanguard Growth Index Fund Admiral Shares
+0.9%
+$54,449.01 
VSGAX Vanguard Small-Cap Growth Index Fund Admiral Shares
+0.87%
+$1,846.79 
FXAIX Fidelity 500 Index Fund
+0.87%
+$75,231.08 
VEXRX Vanguard Explorer Fund Admiral Shares
+0.87%
+$4,157.92 
VFIAX Vanguard 500 Index Fund Admiral Shares
+0.86%
+$10,033.71 
JAAYX JPMorgan SmartRetirement Blend 2060 Fund Class R6
+0.86%
+$6,683.63 
JTYBX JPMorgan SmartRetirement Blend 2055 Fund R6
+0.85%
+$17,587.95 
JNYAX JPMorgan SmartRetirement Blend 2050 Fund Class R6
+0.85%
+$24,348.85 
FHDDX Fidelity Freedom Blend 2055 Fund Class K6
+0.82%
+$7,843.36 
JSBYX JPMorgan SmartRetirement Blend 2065 Fund Class R6
+0.82%
+$2,835.36 
FHCDX Fidelity Freedom Blend 2060 Fund Class K6
+0.81%
+$1,538.6 
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares
+0.8%
+$14,861.98 
VIMAX Vanguard Mid-Cap Index Fund Admiral Shares
+0.79%
+$15,642 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.79%
+$3,629.95 
VVIAX Vanguard Value Index Fund Admiral Shares
+0.77%
+$52,844.91 
FHFDX Fidelity Freedom Blend 2045 Fund Class K6
+0.77%
+$5,017.35 
JMYAX JPMorgan SmartRetirement Blend 2045 Fund R6
+0.77%
+$50,787.99 
VFFVX Vanguard Target Retirement 2055 Fund
+0.74%
+$21,979.1 
VTTSX Vanguard Target Retirement 2060 Fund Investor Shares
+0.73%
+$10,985.5 
VSVNX Vanguard Target Retirement 2070 Fund
+0.73%
+$3,276.26 
VFIFX Vanguard Target Retirement 2050 Fund
+0.71%
+$30,137.81 
DE Deere & Company
+0.69%
+$1,637.92 
FHHDX Fidelity Freedom Blend 2040 Fund Class K6
+0.68%
+$1,790.25 
JOBYX JPMorgan SmartRetirement Blend 2040 Fund
+0.68%
+$30,200.04 
VTIVX Vanguard Target Retirement 2045 Fund
+0.65%
+$36,605 
VFORX Vanguard Target Retirement 2040 Fund
+0.6%
+$22,180.62 
JPYRX JPMorgan SmartRetirement Blend 2035 Fund Class R6
+0.58%
+$4,328.94 
JNJ Johnson & Johnson
+0.58%
+$15,381.19 
GRBK Green Brick Partners Inc.
+0.57%
+$1,012.83 
AAPL Apple Inc.
+0.54%
+$57,611.47 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.53%
+$2,308.68 
VTTHX Vanguard Target Retirement 2035 Fund
+0.51%
+$43,473.15 
JRBYX JPMorgan SmartRetirement Blend 2030 Fund R6
+0.45%
+$8,595.58 
VTHRX Vanguard Target Retirement 2030 Fund
+0.44%
+$14,971.6 
FHKDX Fidelity Freedom Blend 2030 Fund Class K6
+0.44%
+$4,624.68 
MRK Merck & Co., Inc.
+0.44%
+$1,628.58 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$1,924.02 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$1,147.28 
VTTVX Vanguard Target Retirement 2025 Fund
+0.33%
+$5,704.93 
FHNDX Fidelity Freedom Blend 2020 Fund Class K6
+0.32%
+$430.68 
FHLDX Fidelity Freedom Blend 2025 Fund Class K6
+0.3%
+$995.72 
JBYSX JPMorgan SmartRetirement Blend 2025 Fd R6
+0.3%
+$2,013.92 
VEMAX Vanguard Emerging Markets Stock Index Fund - Admiral Shares
+0.28%
+$1,957.48 
VTINX Vanguard Target Retirement Income Fund Investor Shares
+0.21%
+$3,196.17 
VTWNX Vanguard Target Retirement 2020 Fund
+0.21%
+$3,379.62 
BLV Vanguard Long-Term Bond ETF
+0.15%
+$544.2 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+0.1%
+$242.56 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$291.6 
TIP iShares TIPS Bond ETF
+0.03%
+$347.31 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
-$0.48 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
MADCX BlackRock Emerging Markets Fund, Inc. Institutional Shares
0%
$0 
VMFXX Vanguard Federal Money Market Fund
0%
$0 
VUSXX Vanguard Treasury Money Market Fund
0%
$0 
VWEAX Vanguard High-Yield Corporate Fund Admiral Shares
0%
$0 
HONIV Honeywell International Inc.
0%
$0 46X2
46X223XX7
0%
$0 
ETN Eaton Corporation plc
-7.5%
-$30,241.2 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$25,592.99 
KLAC KLA Corporation
-6.44%
-$19,694.88 
XSD SPDR S&P Semiconductor ETF
-5.81%
-$19,361.42 
BAC Bank of America Corporation
-5.3%
-$13,273.4 
AVGO Broadcom Inc.
-4.79%
-$48,218.85 
ADI Analog Devices, Inc.
-4.53%
-$29,172.15 
ORCL Oracle Corporation
-4.42%
-$19,506.9 
CAT Caterpillar Inc.
-4.15%
-$11,318.67 
AMD Advanced Micro Devices, Inc.
-3.9%
-$7,792.24 
MS Morgan Stanley
-3.4%
-$34,809.75 
NVDA NVIDIA Corporation
-2.85%
-$239,811.18 
FCX Freeport-McMoRan Inc.
-2.33%
-$11,419.5 
VLO Valero Energy Corporation
-2.24%
-$12,414.6 
AM Antero Midstream Corporation
-1.95%
-$196,839.81 
JPM JPMorgan Chase & Co.
-1.72%
-$23,608.34 
FNV Franco-Nevada Corporation
-1.54%
-$4,977.53 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$3,175.32 
TPL Texas Pacific Land Corporation
-1.4%
-$6,588.96 
WMB The Williams Companies, Inc.
-1.4%
-$6,001.68 
VGT Vanguard Information Technology ETF
-1.24%
-$7,543.77 
AMZN Amazon.com Inc
-1.22%
-$31,186.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$694,831.67 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$51,192.31 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$9,555.47 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$11,724.61 
SCHF Schwab International Equity ETF
-1.1%
-$2,356 
RIVN Rivian Automotive, Inc.
-1.09%
-$3,390.82 
IYJ iShares U.S. Industrials ETF
-1.08%
-$2,543.86 
QCOM QUALCOMM Incorporated
-0.99%
-$2,070.64 
SPEM SPDR Portfolio Emerging Markets ETF
-0.98%
-$148,976.62 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$1,966.25 
CVX Chevron Corporation
-0.94%
-$5,272.22 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$54,264.42 
AR Antero Resources Corporation
-0.85%
-$70,365.43 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$43,879.88 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$165,404.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$2,059.02 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$5,036.88 
NEE NextEra Energy, Inc.
-0.69%
-$1,657.56 
VONG Vanguard Russell 1000 Growth Fund
-0.68%
-$39,588.75 
EFA iShares MSCI EAFE ETF
-0.65%
-$40,868.08 
LIN Linde plc
-0.62%
-$1,678.95 
ET Energy Transfer L.P.
-0.58%
-$2,302.75 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$1,606.8 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$4,253.16 
VNQ Vanguard Real Estate ETF
-0.55%
-$69,472.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$1,252.79 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$7,117.95 
SCHH Schwab U.S. REIT ETF
-0.5%
-$2,835.44 
IYR iShares U.S. Real Estate ETF
-0.49%
-$8,734.25 
VTV Vanguard Value ETF
-0.46%
-$375,008.58 
VO Vanguard Mid-Cap ETF
-0.43%
-$124,755.75 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.43%
-$1,582.92 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$1,080.71 
PICB Invesco International Corporate Bond ETF
-0.38%
-$3,125.86 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$10,025.24 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$1,990.02 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$11,723.64 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$710.4 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$963.06 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$4,398.87 
VOO Vanguard S&P 500 ETF
-0.34%
-$4,354.2 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$1,803.76 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-0.33%
-$739.44 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$2,298.31 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$5,408.15 
IVV iShares Core S&P 500 ETF
-0.32%
-$2,472.54 
VB Vanguard Small-Cap ETF
-0.32%
-$796.09 
VTWG Vanguard Russell 2000 Growth ETF
-0.31%
-$9,753.15 
IJS iShares S&P Small-Cap 600 Value ETF
-0.29%
-$606.06 
CTAS Cintas Corporation
-0.29%
-$742.4 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$1,465.4 
MPC Marathon Petroleum Corporation
-0.28%
-$937.19 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.28%
-$5,956.05 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.25%
-$509.62 
VBTLX Vanguard Total Bond Market Index Fund Admiral Shares
-0.21%
-$5,512.88 
FBRT Franklin BSP Realty Trust Inc.
-0.19%
-$376.27 
VUG Vanguard Growth ETF
-0.16%
-$103,563.34 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$44,301.32 
IUSV iShares Core S&P U.S. Value ETF
-0.13%
-$1,290.75 
VSCSX Vanguard Short-Term Corporate Bond Index Fund Admiral Shares
-0.09%
-$255.14 
BNDX Vanguard Total International Bond ETF
-0.09%
-$4,395.16 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.08%
-$8,518.83 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$18,765.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$1,298.79 
MUB iShares National Muni Bond ETF
-0.05%
-$2,094.07 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$619.6 
IWN iShares Russell 2000 Value ETF
-0.04%
-$540.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$6,706.94 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$173.32 
SPLV Invesco S&P 500 Low Volatility ETF
-0.02%
-$156.47 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$2,249.26 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$220.98 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$102.37 Events
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Dividends
Dividend Analysis
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| Trades 2926 | Longs Won 1886/2926 64% | Profit Factor 17.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,821.45 |
| Average Win $84,072.92 | Best Trade (Aug 14) $14.2M | Sharpe Ratio -9.23 |
| Average Loss -$8,940.54 | Worst Trade (Aug 10) -$643,431.26 | Z-Score 3.75 (99.98%) |
| Commissions $0 | Avg. Trade Length 11m 4w | Expectancy $51,012.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 76,923 | 69,231 | 61,538 | 53,846 | 46,154 | 38,462 | 30,769 | 23,077 | 15,385 | 7,692 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 46X2 46X223XX7 | 930,417 | $930,417 | $930,417 | - | - | - | 0.0 |
| AAPL Apple Inc. | 32,185 | $5.29M | $10.75M | - | $5.46M | 103.35% | +0.539% |
| ABBV AbbVie Inc. | 2,427 | $413,091.07 | $634,806.12 | - | $221,715.05 | 53.67% | +1.727% |
| ADI Analog Devices, Inc. | 1,701 | $675,586 | $615,132.63 | - | -$60,453.37 | -8.95% | -4.528% |
| AGG iShares Core U.S. Aggregate Bond ETF | 335,347 | $33.17M | $32.18M | - | -$990,025.89 | -2.98% | -0.021% |
| AM Antero Midstream Corporation | 457,767 | $10.13M | $9.9M | - | -$230,522.53 | -2.28% | -1.949% |
| AMD Advanced Micro Devices, Inc. | 387 | $224,812 | $191,950.06 | - | -$32,861.94 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 9,932 | $1.52M | $2.52M | - | $1M | 66.19% | -1.223% |
| AR Antero Resources Corporation | 216,509 | $7.61M | $8.25M | - | $641,949.44 | 8.44% | -0.846% |
| ASML ASML Holding N.V. New York Registry Shares | 217 | $431,708 | $342,938.12 | - | -$88,769.88 | -20.56% | -6.945% |
| AVGO Broadcom Inc. | 2,784 | $803,038.08 | $959,561.28 | - | $156,523.2 | 19.49% | -4.785% |
| BAC Bank of America Corporation | 3,992 | $227,442 | $236,985.08 | - | $9,543.08 | 4.2% | -5.304% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 417,009 | $32.21M | $30.86M | - | -$1.35M | -4.18% | -0.061% |
| BLV Vanguard Long-Term Bond ETF | 5,442 | $378,329.95 | $353,403.48 | - | -$24,926.47 | -6.59% | +0.154% |
| BND Vanguard Total Bond Market Index Fund | 11,555 | $842,422.2 | $822,773.77 | - | -$19,648.43 | -2.33% | -0.021% |
| BNDX Vanguard Total International Bond ETF | 109,879 | $5.36M | $5.16M | - | -$198,399.34 | -3.7% | -0.085% |
| BRK-B Berkshire Hathaway Inc. | 3,404 | $1.28M | $1.75M | - | $471,276.31 | 36.73% | +0.988% |
| BSV Vanguard Short-Term Bond ETF | 20,475 | $1.55M | $1.57M | - | $18,097.47 | 1.17% | -0.007% |
| CAT Caterpillar Inc. | 333 | $236,629.8 | $261,265.14 | - | $24,635.34 | 10.41% | -4.152% |
| CBSTF Cannabist Company Holdings Inc. | 5,989 | $174.28 | $174.28 | - | - | - | 0.0 |
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FAQ
Which stocks have generated the highest profits for Daniel McGlinn?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $3.15M, iShares Core U.S. Aggregate Bond ETF - $3.04M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.66M, Vanguard Short-Term Corporate Bond ETF - $2.1M, and Vanguard Growth Index Fund Admiral Shares - $1.99M. 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: Invesco S&P 500 Low Volatility ETF - $205,184.72, Nuveen Lifecycle Index 2035 Fund I - $137,450.05, Five Below, Inc - $125,969.64, Green Brick Partners Inc - $95,575, and Deckers Outdoor Corporation - $86,060.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel McGlinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.45M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $3.23M, iShares Core U.S. Aggregate Bond ETF - $2.98M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.66M, Vanguard Short-Term Corporate Bond ETF - $1.94M, and VANGUARD SMALL-CAP VALUE ETF - $1.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel McGlinn's monthly returns?
Daniel McGlinn's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Daniel McGlinn's strategy be considered aggressive or moderate?
Daniel McGlinn's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Daniel McGlinn's strategy?
Daniel McGlinn'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.
