Bradley W. Clark Portfolio
Invests via Paladin Advisory Group LLC | Managed by Bradley W. Clark
Invests via Paladin Advisory Group LLC
Managed by Bradley W. Clark
Automatically Tracked
Bradley W. Clark Profile
With a distinguished career spanning multiple sectors, Bradley W. Clark has established himself as a pivotal figure in the finance industry. He possesses extensive experience as an investor-operator, having successfully navigated complex investment landscapes while enhancing business operations. His background includes leadership roles in diverse environments where he effectively combined entrepreneurial acumen with operational excellence to drive growth initiatives and capitalize on market opportunities. Recognized for his strategic insights, Clark contributes valuable perspectives that enhance corporate performance and promote innovation within financial markets.
With a distinguished career spanning multiple sectors, Bradley W. Clark has established himself as a pivotal figure in the finance industry. He possesses extensive experience as an investor-operator, having successfully navigated complex investment landscapes while enhancing business operations. His background includes leadership roles in diverse environments where he effectively combined entrepreneurial acumen with operational excellence to drive growth initiatives and capitalize on market opportunities. Recognized for his strategic insights, Clark contributes valuable perspectives that enhance corporate performance and promote innovation within financial markets.
Investment Philosophy & Strategy
Through a lens of operational efficiency, Bradley W. Clark navigates the investment terrain with an eye on sustainable growth and innovation. His multifaceted expertise allows him to evaluate opportunities in diverse sectors, prioritizing those that demonstrate strong potential for scalability and competitive advantage. Combining an entrepreneurial mindset with operational savvy, he identifies key drivers that contribute to value creation within portfolio companies. This strategic focus not only enhances business performance but also fosters long-term viability amid shifting market dynamics.
Through a lens of operational efficiency, Bradley W. Clark navigates the investment terrain with an eye on sustainable growth and innovation. His multifaceted expertise allows him to evaluate opportunities in diverse sectors, prioritizing those that demonstrate strong potential for scalability and competitive advantage. Combining an entrepreneurial mindset with operational savvy, he identifies key drivers that contribute to value creation within portfolio companies. This strategic focus not only enhances business performance but also fosters long-term viability amid shifting market dynamics.
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:
47.4%
Gain -0.86%
Monthly
0.81%
Yearly
10.21%
Drawdown
13.52%
$150.76M
Equity
Holdings
$150.76M
Investment
$101.61M
$61.24M
Profit -$1.35M
Realized
$12.09M
Unrealized
$49.15M
Dividends
$9.98M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.86%
Profit
-$1.35M
Win %
80%
This Week
Compared To Last Week
Gain
-1.56%
Profit
-$2.39M
Win %
80%
This Month
Compared to last month
Gain
-1.02%
Profit
-$1.56M
Win %
80%
This Year
Compared to last year
Gain
0.7%
Profit
$1.05M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$278,212.8 
ETN Eaton Corporation plc
+7.32%
+$18,769.53 
GOOG Alphabet Inc
+6.88%
+$134,879.84 
GOOGL Alphabet Inc
+6.73%
+$210,072.03 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$5,663.15 
SOLS Sollensys Corp
+4.84%
+$394.76 
TT Trane Technologies plc
+3.33%
+$11,956.06 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$3,189.4 
META Meta Platforms Inc Class A
+3.28%
+$13,878.79 
MSFT Microsoft Corp.
+3.02%
+$50,652.74 
NVDA NVIDIA Corporation
+2.93%
+$59,675.28 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$990.72 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$50.75 
WK Workiva Inc.
+2.15%
+$1,978.2 
ROK Rockwell Automation, Inc.
+1.93%
+$335.59 
LHX L3Harris Technologies, Inc.
+1.9%
+$98.04 
CRM Salesforce Inc
+1.83%
+$1,952.9 
ORCL Oracle Corporation
+1.81%
+$575.19 
ACN Accenture plc Class A
+1.61%
+$1,507 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$1,339.62 
VZ Verizon Communications Inc.
+1.52%
+$322 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$7,316.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$124.8 
PH Parker-Hannifin Corporation
+1.43%
+$2,322.07 
CMCSA Comcast Corp
+1.23%
+$255.2 
COP ConocoPhillips
+1.22%
+$245.05 
WFC Wells Fargo & Company
+1.19%
+$2,432.7 
HONA Honeywell Aerospace Inc.
+1.18%
+$905.08 
AMAT Applied Materials, Inc.
+1.18%
+$2,950.01 
ITW Illinois Tool Works Inc.
+1.15%
+$2,866.5 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,354.04 
VUG Vanguard Growth ETF
+1.1%
+$1,891.62 
VDE Vanguard Energy ETF
+1.02%
+$87.88 
ADBE Adobe Inc.
+1.01%
+$1,337.84 
ILCG iShares Morningstar Growth ETF
+1.01%
+$5,028.8 
XLE Energy Select Sector SPDR Fund
+1%
+$529.82 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$49 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$24.08 
OEF iShares S&P 100 ETF
+0.95%
+$124.56 
IYE iShares U.S. Energy ETF
+0.93%
+$594.5 
UNP Union Pacific Corporation
+0.92%
+$379.14 
SCHW Charles Schwab Corporation
+0.87%
+$47.32 
IBM International Business Machines Corporation
+0.86%
+$2,242.32 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$5,912.54 
MCD McDonald's Corporation
+0.82%
+$919.6 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,093.3 
EMR Emerson Electric Co.
+0.79%
+$226.56 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,353.69 
TSLA Tesla, Inc.
+0.76%
+$835.43 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$74,035.54 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,777.43 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,596.17 
VIS Vanguard Industrials ETF
+0.72%
+$450.18 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,763.63 
IVV iShares Core S&P 500 ETF
+0.69%
+$36,459.52 
CARR Carrier Global Corporation
+0.68%
+$497.28 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,904.62 
PLTR Palantir Technologies Inc.
+0.65%
+$160 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$30,183.12 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$130.72 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$23,265.77 
IWB iShares Russell 1000 ETF
+0.64%
+$794.64 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$272.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$331.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$19.8 
APH Amphenol Corporation
+0.55%
+$3,013.09 
ACWF iShares Edge MSCI Multifactor Global ETF
+0.54%
+$30.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,632.66 
EXC Exelon Corporation
+0.53%
+$20.88 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$18,431.8 
IWD iShares Russell 1000 Value ETF
+0.44%
+$27,547.98 
CSX CSX Corporation
+0.42%
+$664.02 
CASY Casey's General Stores Inc.
+0.4%
+$203 
PFE Pfizer Inc.
+0.4%
+$140.8 
RTX RTX Corporation
+0.39%
+$1,160.04 
VLO Valero Energy Corporation
+0.38%
+$952 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$11.76 
AVGO Broadcom Inc.
+0.37%
+$5,470.56 
PG Procter & Gamble Co
+0.37%
+$296.27 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$883.5 
OTIS Otis Worldwide Corporation
+0.36%
+$91.78 
BAC Bank of America Corporation
+0.36%
+$1,577.62 
MRK Merck & Co., Inc.
+0.32%
+$605.99 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$2.61 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$10,129.46 
DOV Dover Corporation
+0.27%
+$95.76 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$100.04 
JPM JPMorgan Chase & Co.
+0.27%
+$2,704.38 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$74.52 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$35.34 
CMI Cummins Inc.
+0.19%
+$192.76 
INTU Intuit Inc.
+0.18%
+$49.02 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,362.84 
USB U.S. Bancorp
+0.17%
+$584.53 
MS Morgan Stanley
+0.17%
+$363.96 
CB Chubb Limited
+0.15%
+$528.94 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$8,026.39 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$25.2 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$2.56 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$4,670.4 
WMT Walmart Inc.
+0.09%
+$28.5 
ABT Abbott Laboratories
+0.09%
+$118.8 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$5.92 
HDV iShares Core High Dividend ETF
+0.04%
+$57.95 
DIS The Walt Disney Company
+0.03%
+$2.4 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$9.25 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$2.64 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$6.68 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$473.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CTVA Corteva Inc.
-11.9%
-$435.83 
LCID Lucid Group, Inc.
-9.11%
-$7.4 
AAPL Apple Inc.
-7.35%
-$399,455.32 
SYK Stryker Corporation
-6.42%
-$2,234 
MU Micron Technology, Inc.
-5.9%
-$153,753.96 
TSN Tyson Foods Inc.
-4.43%
-$672.5 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$42.13 
ES Eversource Energy
-3.05%
-$369 
AJG Arthur J. Gallagher & Co.
-2.75%
-$1,175.68 
QCOM QUALCOMM Incorporated
-2.63%
-$502.74 
ICE Intercontinental Exchange, Inc.
-2.42%
-$3,001.68 
VAW Vanguard Materials ETF
-2.38%
-$521.28 
YUM Yum! Brands, Inc.
-2.37%
-$2,198.52 
BA Boeing Company
-2.15%
-$2,137.24 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$79.98 
ARKG ARK Genomic Revolution ETF
-1.78%
-$280 
UNH UnitedHealth Group Incorporated
-1.68%
-$10,491.89 
SNOW Snowflake Inc.
-1.62%
-$72.3 
PHYS Sprott Physical Gold Trust
-1.61%
-$22.5 
GLD SPDR Gold Shares
-1.49%
-$8,795.28 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$36,430.73 
MNST Monster Beverage Corporation
-1.3%
-$3,154.68 
DAL Delta Air Lines, Inc.
-1.3%
-$575 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$486.08 
DE Deere & Company
-1.13%
-$170 
IR Ingersoll Rand Inc.
-1.11%
-$972.9 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$1,253.58 
LOW Lowe's Companies Inc.
-1.08%
-$1,825.08 
MCK McKesson Corporation
-1.08%
-$2,013.12 
DLTR Dollar Tree, Inc.
-1.06%
-$1,456.57 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$5,492.86 
ROL Rollins, Inc.
-0.99%
-$277.02 
EW Edwards Lifesciences Corporation
-0.98%
-$555.05 
XOM Exxon Mobil Corporation
-0.97%
-$771.12 
IXJ iShares Global Healthcare ETF
-0.97%
-$411.6 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$76.7 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$1,904.32 
VHT Vanguard Health Care ETF
-0.76%
-$262.08 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$14,323.86 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$3,537.79 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$1,813.35 
MA Mastercard Incorporated
-0.74%
-$6,970.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$337.26 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$10,915.17 
VPU Vanguard Utilities ETF
-0.71%
-$537.2 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$190.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$713.92 
WPC W. P. Carey Inc.
-0.65%
-$105.6 
AMGN Amgen Inc.
-0.64%
-$32.24 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$16,053.03 
BE Bloom Energy Corporation
-0.63%
-$416.58 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,516.32 
AMT American Tower Corporation
-0.63%
-$1,002.11 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$426.65 
EFA iShares MSCI EAFE ETF
-0.62%
-$8,253.3 
ECL Ecolab Inc.
-0.61%
-$429.21 
DHR Danaher Corporation
-0.61%
-$29.75 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$361.81 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$128.32 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$25.73 
SCHF Schwab International Equity ETF
-0.58%
-$128.32 
SBUX Starbucks Corporation
-0.57%
-$577.8 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$46,524.86 
IYR iShares U.S. Real Estate ETF
-0.55%
-$1,889.65 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,288.98 
USRT iShares Core U.S. REIT ETF
-0.54%
-$0.74 
LLY Eli Lilly and Company
-0.53%
-$1,943.21 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,689.04 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$15,071.9 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,146 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$329.28 
IWM iShares Russell 2000 ETF
-0.47%
-$631.06 
DFIV Dimensional International Value ETF
-0.47%
-$360.45 
AVDE Avantis International Equity ETF
-0.46%
-$1,350.3 
PEP PepsiCo, Inc.
-0.46%
-$549.12 
DVY iShares Select Dividend ETF
-0.45%
-$77.76 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$32.11 
HD The Home Depot, Inc.
-0.42%
-$856.25 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$127.84 
GL Globe Life Inc.
-0.4%
-$1,108.14 
VGT Vanguard Information Technology ETF
-0.38%
-$257.57 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$16.43 
PAAA PGIM AAA CLO ETF
-0.37%
-$88.73 
TMUS T-Mobile US, Inc.
-0.36%
-$19.53 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$21.93 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,112.78 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$577.73 
CEG Constellation Energy Corporation
-0.31%
-$23.49 
EVRG Evergy Inc.
-0.29%
-$34.8 
LCII LCI Industries Inc.
-0.28%
-$5.8 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$619.69 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,473.99 
CCI Crown Castle Inc.
-0.27%
-$4.62 
VTV Vanguard Value ETF
-0.27%
-$290.87 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$878.76 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$19.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$21 
A Agilent Technologies Inc.
-0.24%
-$275.41 
COST Costco Wholesale Corporation
-0.24%
-$688.55 
VB Vanguard Small-Cap ETF
-0.22%
-$264.65 
PFG Principal Financial Group, Inc.
-0.22%
-$112.25 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,621.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,471.68 
JBND JPMorgan Active Bond ETF
-0.21%
-$207.57 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$55.44 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$354 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$135.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,713.11 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$14.14 
LNT Alliant Energy Corporation
-0.15%
-$31.46 
IXUS iShares Core International Stock ETF
-0.15%
-$30.52 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$158.46 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$4,117.66 
STZ Constellation Brands, Inc.
-0.12%
-$33.45 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$183.54 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$114.75 
MUB iShares National Muni Bond ETF
-0.11%
-$279.12 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$686.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$673.3 
JPIE JPMorgan Income ETF
-0.09%
-$3,225.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$69.5 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$8.75 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$54.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$993.55 
V Visa Inc. Class A
-0.04%
-$107.79 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$406.26 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$259.64 
UBER Uber Technologies, Inc.
-0.01%
-$4 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1638 | Longs Won 1064/1638 64% | Profit Factor 3.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,885.01 |
| Average Win $60,008.27 | Best Trade (Aug 14) $5.17M | Sharpe Ratio -9.11 |
| Average Loss -$31,116.04 | Worst Trade (Jun 29) -$1.51M | Z-Score -3.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2d | Expectancy $37,384.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 810 | $112,055.4 | $112,079.7 | - | $24.3 | 0.02% | -0.245% |
| AAAU Goldman Sachs Physical Gold ETF | 61,747 | $1.3M | $2.47M | - | $1.17M | 90.23% | -1.456% |
| AAPL Apple Inc. | 16,291 | $2.74M | $5.03M | - | $2.29M | 83.59% | -7.354% |
| ABT Abbott Laboratories | 1,320 | $133,663.2 | $139,524 | - | $5,860.8 | 4.38% | +0.085% |
| ACN Accenture plc Class A | 573 | $163,769.13 | $95,072.16 | - | -$68,696.97 | -41.95% | +1.611% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 95 | $4,578.63 | $5,629.61 | - | $1,050.98 | 22.95% | +0.541% |
| ADBE Adobe Inc. | 533 | $205,402.21 | $133,468.53 | - | -$71,933.68 | -35.02% | +1.013% |
| AGG iShares Core U.S. Aggregate Bond ETF | 84 | $8,267.76 | $8,179.08 | - | -$88.68 | -1.07% | -0.256% |
| AJG Arthur J. Gallagher & Co. | 167 | $31,948.77 | $41,653.14 | - | $9,704.37 | 30.37% | -2.745% |
| AMAT Applied Materials, Inc. | 500 | $61,415 | $253,835 | - | $192,420 | 313.31% | +1.176% |
| AMGN Amgen Inc. | 13 | $3,142.75 | $5,007.08 | - | $1,864.33 | 59.32% | -0.64% |
| AMT American Tower Corporation | 911 | $183,794.6 | $157,930.96 | - | -$25,863.64 | -14.07% | -0.631% |
| AMZN Amazon.com Inc | 7,711 | $844,803.06 | $2.09M | - | $1.25M | 147.89% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 9 | $688.5 | $870.75 | - | $182.25 | 26.47% | +0.301% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 148 | $8,848.3 | $10,142.44 | - | $1,294.14 | 14.63% | +0.058% |
| APH Amphenol Corporation | 13,696 | $139,904.64 | $550,236.8 | - | $410,332.16 | 293.29% | +0.551% |
| ARKG ARK Genomic Revolution ETF | 400 | $12,028 | $15,424 | - | $3,396 | 28.23% | -1.783% |
| AVDE Avantis International Equity ETF | 3,215 | $265,046.82 | $293,240.15 | - | $28,193.33 | 10.64% | -0.458% |
| AVGO Broadcom Inc. | 3,799 | $243,705.85 | $1.48M | - | $1.24M | 506.83% | +0.371% |
| AVIV Avantis International Large Cap Value ETF | 101,141 | $7.21M | $8.16M | - | $953,812.88 | 13.23% | -0.567% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Bradley W. Clark?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $1.71M, iShares Core MSCI EAFE ETF - $1.68M, JPMorgan Ultra-Short Income ETF - $807,000.63, JPMorgan Income ETF - $713,647.21, and JPMorgan Equity Premium Income Fund - $490,715.4. 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: iShares Russell 1000 Growth ETF - $471,572.86, Apple Inc - $373,355.7, The Real Estate Select Sector SPDR Fund - $272,900.11, SPDR S&P MidCap 400 ETF Trust - $214,900.94, and Nike, Inc. - Class B - $214,288.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradley W. Clark's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.98M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $818,489.35, iShares Core MSCI EAFE ETF - $796,989.72, JPMorgan Income ETF - $750,820.56, JPMorgan Equity Premium Income Fund - $520,529.17, and JPMorgan Nasdaq Equity Premium Income ETF - $369,760.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley W. Clark's monthly returns?
Bradley W. Clark'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 Bradley W. Clark's strategy be considered aggressive or moderate?
Bradley W. Clark'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 Bradley W. Clark's strategy?
Bradley W. Clark'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.
