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:
54.04%
Gain -0.3%
Monthly
0.77%
Yearly
9.64%
Drawdown
13.51%
$148.79M
Equity
Holdings
$148.79M
Investment
$101.55M
$59.35M
Profit -$462,805.76
Realized
$12.11M
Unrealized
$47.24M
Dividends
$10.24M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.3%
Profit
-$462,805.76
Win %
79%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$870,484.51
Win %
79%
This Month
Compared to last month
Gain
-0.84%
Profit
-$1.25M
Win %
79%
This Year
Compared to last year
Gain
-0.54%
Profit
-$806,469.16
Win %
81%
CCI Crown Castle Inc.
+9.74%
+$168.85 
COP ConocoPhillips
+4.18%
+$1,029.21 
AMT American Tower Corporation
+3.74%
+$6,185.68 
MU Micron Technology Inc.
+3.27%
+$83,279.8 
VDE Vanguard Energy ETF
+2.89%
+$282.36 
IYE iShares U.S. Energy ETF
+2.87%
+$2,091 
XLE State Street Energy Select Sector SPDR ETF
+2.85%
+$1,728.65 
XOM ExxonMobil Holdings Corporation
+2.48%
+$2,230.2 
LCID Lucid Group Inc.
+2.31%
+$0.8 
SNOW Snowflake Inc. Common Stock
+2.14%
+$100.95 
HONA Honeywell Aerospace Inc.
+2.13%
+$1,297.78 
APH Amphenol Corp. Class A Common Stock
+1.78%
+$17,804.8 
SPCX Space Exploration Technologies Corp. Class A
+1.73%
+$27.61 
ORCL Oracle Corporation
+1.67%
+$520.41 
AMAT Applied Materials Inc.
+1.31%
+$2,470.01 
QCOM QUALCOMM Incorporated
+1.05%
+$228.69 
MSFT Microsoft Corporation Common Stock
+0.83%
+$16,103.21 
EMR Emerson Electric Co.
+0.79%
+$243.84 
ABT Abbott Laboratories
+0.78%
+$1,056 
ROK Rockwell Automation Inc.
+0.75%
+$117.11 
SYK Stryker Corp.
+0.7%
+$216 
MTUM iShares MSCI USA Momentum Factor ETF
+0.7%
+$246.44 
XLK State Street Technology Select Sector SPDR ETF
+0.66%
+$5,164.28 
DOV Dover Corporation
+0.65%
+$217.17 
VGT Vanguard Information Technology ETF
+0.63%
+$449.25 
IBM International Business Machines Corporation
+0.6%
+$1,784.48 
EL The Estée Lauder Companies Inc. Class A Common Stock
+0.48%
+$255.44 
AVGO Broadcom Inc.
+0.46%
+$5,622.56 
BA The Boeing Company
+0.4%
+$336.75 
SPMO Invesco S&P 500 Momentum ETF
+0.27%
+$9,388.28 
QQQ Invesco QQQ Trust, Series 1
+0.26%
+$12,440.54 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.25%
+$8.7 
CMI Cummins Inc.
+0.25%
+$202.24 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$1,009.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.14%
+$333.27 
MUB iShares National Muni Bond ETF
+0.14%
+$325.64 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.13%
+$3,078.72 
DE Deere & Company
+0.09%
+$14 
IWP iShares Russell Mid-Cap Growth ETF
+0.07%
+$240.25 
ARKG ARK Genomic Revolution ETF
+0.06%
+$12 
PAAA PGIM AAA CLO ETF
+0.05%
+$11.68 
VLO Valero Energy Corporation
+0.03%
+$112 
JMST JPMorgan Ultra-Short Municipal Income ETF
+0.03%
+$389.46 
SCHH Schwab U.S. REIT ETF
+0.02%
+$47.75 
IR Ingersoll Rand Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
TIPX State Street SPDR Bloomberg 1-10 Year TIPS ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-12.25%
-$8,484.24 
GL Globe Life Inc.
-8.42%
-$21,525.24 
TMUS T-Mobile US Inc.
-5.47%
-$269.39 
DLTR Dollar Tree Inc.
-5.22%
-$7,329.17 
ACN Accenture plc
-4.38%
-$6,492.09 
CTSH Cognizant Technology Solutions Corp. Class A Common Stock
-4.37%
-$112.7 
YUM Yum! Brands, Inc.
-3.77%
-$3,439.62 
DAL Delta Air Lines, Inc.
-3.43%
-$1,360 
LCII LCI Industries
-2.94%
-$51 
PEP PepsiCo, Inc.
-2.92%
-$3,483.48 
LOW Lowe's Companies, Inc.
-2.89%
-$4,743.6 
HD The Home Depot, Inc.
-2.85%
-$5,747.29 
PG The Procter & Gamble Company
-2.75%
-$2,543.45 
CTVA Corteva Inc.
-2.6%
-$13.73 
CASY Casey's General Stores, Inc.
-2.51%
-$1,037.62 
INTU Intuit Inc.
-2.39%
-$729.28 
LLY Eli Lilly and Company
-2.37%
-$9,839.66 
BRK-B Berkshire Hathaway Inc.
-2.28%
-$5,935.12 
PFG Principal Financial Group Inc.
-2.15%
-$1,064.13 
ROL Rollins Inc.
-2.15%
-$554.04 
MCD McDonald's Corporation
-2.05%
-$2,169.42 
MNST Monster Beverage Corporation
-2.03%
-$4,768.78 
UBER Uber Technologies Inc.
-1.99%
-$550 
ADBE Adobe Inc.
-1.97%
-$2,846.21 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.97%
-$1,387.68 
CB Chubb Limited
-1.9%
-$6,911.16 
MA Mastercard Inc. Class A Common Stock
-1.9%
-$19,737.43 
VDC Vanguard Consumer Staples ETF
-1.84%
-$609.28 
BABA Alibaba Group Holding Ltd. ADR
-1.84%
-$1,785.85 
MRK Merck & Co., Inc.
-1.76%
-$3,828.03 
PH Parker-Hannifin Corporation
-1.68%
-$2,531.62 
A AgileThought, Inc. Class A Common Stock
-1.63%
-$2,300.4 
UNP Union Pacific Corp.
-1.61%
-$682.31 
JPM JPMorgan Chase & Co.
-1.5%
-$14,485.72 
CSX CSX Corporation
-1.49%
-$2,434.74 
VCR Vanguard Consumer Discretionary ETF
-1.44%
-$530.88 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
-1.44%
-$1,426.61 
MS Morgan Stanley Common Stock
-1.44%
-$2,669.04 
RTX RTX Corporation
-1.41%
-$3,797.76 
V Visa Inc. Class A
-1.39%
-$4,442.9 
CRM Salesforce, Inc.
-1.37%
-$2,029.59 
ITW Illinois Tool Works Inc.
-1.29%
-$3,175.19 
COST Costco Wholesale Corp
-1.28%
-$3,922.99 
AMGN Amgen Inc. Common Stock
-1.27%
-$73.97 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$111.15 
SOLS Sollensys Corp
-1.25%
-$106.43 
SBUX Starbucks Corp.
-1.24%
-$1,213.38 
VFH Vanguard Financials Index Fund ETF Shares
-1.22%
-$1,401.12 
PFE Pfizer Inc.
-1.22%
-$520.96 
DHR Danaher Corp.
-1.21%
-$69.5 
WMT Walmart Inc.
-1.16%
-$401.85 
AJG Arthur J. Gallagher & Co.
-1.11%
-$501 
WPC W. P. Carey Inc.
-1.08%
-$154 
VZ Verizon Communications Inc.
-1.06%
-$220.8 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.06%
-$9,733.75 
XLI State Street Industrial Select Sector SPDR ETF
-1.03%
-$1,296.88 
XLC State Street Communication Services Select Sector SPDR ETF
-1.02%
-$887.7 
EXC Exelon Corp.
-1%
-$39.15 
ECL Ecolab Inc.
-1%
-$732.92 
VIGI Vanguard International Dividend Appreciation ETF
-0.98%
-$2,280.47 
TSN Tyson Foods, Inc. Class A Common Stock
-0.95%
-$136.25 
VHT Vanguard Health Care ETF
-0.95%
-$359.52 
XLV State Street Health Care Select Sector SPDR ETF
-0.95%
-$645.29 
VIS Vanguard Industrials ETF
-0.93%
-$543.51 
LNT Alliant Energy Corporation
-0.91%
-$183.04 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.9%
-$111.54 
GS The Goldman Sachs Group, Inc.
-0.9%
-$1,870.83 
SCHW The Charles Schwab Corporation
-0.89%
-$42.38 
WFC Wells Fargo & Company
-0.87%
-$1,717.2 
MCK McKesson Corporation
-0.86%
-$1,890.01 
IDHQ Invesco S&P International Developed Quality ETF
-0.86%
-$4,537.58 
IXJ iShares Global Healthcare ETF
-0.86%
-$396.9 
XLU State Street Utilities Select Sector SPDR ETF
-0.85%
-$224.84 
DVY iShares Select Dividend ETF
-0.85%
-$149.04 
PKW Invesco BuyBack Achievers ETF
-0.82%
-$19.84 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.8%
-$527.27 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.8%
-$283.9 
VPU Vanguard Utilities ETF
-0.79%
-$576.7 
STZ Constellation Brands Inc. Class A
-0.76%
-$234.15 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.75%
-$32 
META Meta Platforms Inc Class A
-0.74%
-$3,764.07 
USB U.S. Bancorp
-0.71%
-$2,258.45 
EVRG Evergy Inc.
-0.7%
-$86.28 
AVIV Avantis International Large Cap Value ETF
-0.69%
-$55,627.55 
EFG iShares MSCI EAFE Growth ETF
-0.68%
-$12,321.6 
DGRO iShares Core Dividend Growth ETF
-0.67%
-$8,527.14 
VAW Vanguard Materials Index Fund ETF Shares
-0.67%
-$146.4 
EW Edwards Lifesciences Corporation
-0.66%
-$385.27 
PAVE Global X U.S. Infrastructure Development ETF
-0.65%
-$24,102.94 
GLD SPDR Gold Shares
-0.64%
-$3,709.05 
AAAU Goldman Sachs Physical Gold ETF
-0.63%
-$15,436.75 
CEF Sprott Physical Gold and Silver Trust
-0.63%
-$22.79 
AVDE Avantis International Equity Fund Institutional Class
-0.62%
-$1,784.33 
LHX L3Harris Technologies, Inc.
-0.61%
-$29.36 
AVLV Avantis U.S. Large Cap Value ETF
-0.59%
-$34,266.25 
CMCSA Comcast Corp. Class A Common Stock
-0.59%
-$118.8 
IDEV iShares Core MSCI International Developed Markets ETF
-0.57%
-$258.06 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$13,759.74 
TSLA Tesla, Inc.
-0.56%
-$743.4 
ES Eversource Energy
-0.56%
-$62.32 
BAC Bank of America Corporation
-0.56%
-$2,043.75 
EFA iShares MSCI EAFE ETF
-0.55%
-$7,127.85 
RPV Invesco S&P 500 Pure Value ETF
-0.55%
-$34.17 
VTV Vanguard Morningstar Value ETF
-0.54%
-$606.39 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.53%
-$23.09 
IWD iShares Russell 1000 Value ETF
-0.53%
-$33,876.57 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$3,347.34 
IDMO Invesco S&P International Developed Momentum ETF
-0.52%
-$23,352 
PHYS Sprott Physical Gold Trust
-0.51%
-$6.97 
UNH UnitedHealth Group Inc.
-0.51%
-$3,205.45 
IJH iShares Core S&P Mid-Cap ETF
-0.49%
-$3,089.88 
IVE iShares S&P 500 Value ETF
-0.49%
-$357.87 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.49%
-$100.8 
VONV Vanguard Russell 1000 Value ETF
-0.48%
-$15.4 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.48%
-$15,192.93 
GOOGL Alphabet Inc
-0.48%
-$14,584.44 
IWO iShares Russell 2000 Growth ETF
-0.47%
-$2,039.58 
SPMD State Street SPDR Portfolio S&P 400 Mid Cap ETF
-0.46%
-$410.05 
USRT iShares Core U.S. REIT ETF
-0.46%
-$0.58 
OTIS Otis Worldwide Corporation
-0.46%
-$121.78 
AAPL Apple Inc.
-0.45%
-$25,739.78 
CARR Carrier Global Corp.
-0.44%
-$296 
VB Vanguard Small-Cap ETF
-0.44%
-$509.27 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.43%
-$1,036.2 
EFV iShares MSCI EAFE Value ETF
-0.43%
-$1,335.52 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.42%
-$31.82 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.41%
-$6,064 
VOT Vanguard Mid-Cap Growth ETF
-0.4%
-$65.55 
IWS iShares Russell Mid-Cap Value ETF
-0.4%
-$744.38 
OEF iShares S&P 100 ETF
-0.4%
-$54 
SCHF Schwab International Equity ETF
-0.39%
-$84.21 
VEA Vanguard FTSE Developed Markets ETF
-0.39%
-$410.13 
AMZN Amazon.com Inc
-0.38%
-$7,364.01 
DIS The Walt Disney Company
-0.37%
-$33.6 
DFUV Dimensional US Marketwide Value ETF
-0.37%
-$130.41 
IJR iShares Core S&P Small-Cap ETF
-0.37%
-$5,180.99 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$2,952.82 
IWM iShares Russell 2000 ETF
-0.36%
-$458.54 
GOOG Alphabet Inc
-0.36%
-$6,840.94 
ICE Intercontinental Exchange, Inc.
-0.35%
-$459.36 
VOO Vanguard S&P 500 ETF
-0.35%
-$6,881.73 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.34%
-$2,051.58 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
-0.34%
-$450.85 
SPY State Street SPDR S&P 500 ETF Trust
-0.34%
-$11,975.69 
IVV iShares Core S&P 500 ETF
-0.32%
-$17,695.47 
VXUS Vanguard Total International Stock ETF
-0.32%
-$2,166.64 
AOA iShares Core 80/20 Aggressive Allocation ETF
-0.32%
-$2.75 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.32%
-$22.1 
SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.31%
-$140.94 
HDV iShares Core High Dividend ETF
-0.31%
-$550.52 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$679.66 
VTI Vanguard Total Stock Market ETF
-0.31%
-$10,452.35 
IWB iShares Russell 1000 ETF
-0.3%
-$381.92 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.29%
-$165.6 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$58.48 
FNDF Schwab Fundamental International Equity ETF
-0.28%
-$60.19 
NVDA NVIDIA Corporation
-0.28%
-$6,113.84 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.27%
-$27.38 
IXUS iShares Core MSCI Total International Stock ETF
-0.27%
-$54.5 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.27%
-$15.2 
DFIV Dimensional International Value ETF
-0.27%
-$200.25 
TT Trane Technologies plc
-0.25%
-$904.64 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.24%
-$117.31 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.24%
-$282.67 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.23%
-$351.79 
CEG Constellation Energy Corporation
-0.22%
-$16.53 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.21%
-$7,667.16 
VWO Vanguard FTSE Emerging Markets ETF
-0.2%
-$4.95 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$329.75 
VUG Vanguard Morningstar Growth ETF
-0.19%
-$335.61 
VNQ Vanguard Real Estate ETF
-0.17%
-$381.92 
IYR iShares U.S. Real Estate ETF
-0.17%
-$537.57 
IVW iShares S&P 500 Growth ETF
-0.16%
-$14.3 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
-0.15%
-$766.67 
ETN Eaton Corporation plc
-0.14%
-$351.38 
PXH Invesco RAFI Emerging Markets ETF
-0.14%
-$7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$10.92 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$439.38 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.13%
-$52 
JBND JPMorgan Active Bond ETF
-0.12%
-$122.66 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.12%
-$212.4 
LIT Global X Lithium & Battery Tech ETF
-0.12%
-$9.22 
IWF iShares Russell 1000 Growth ETF
-0.08%
-$7,902.34 
JPIE JPMorgan Income ETF
-0.08%
-$2,822.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$10.5 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.07%
-$286.45 
TOTL State Street DoubleLine Total Return Tactical ETF
-0.07%
-$17.32 
VONG Vanguard Russell 1000 Growth ETF
-0.07%
-$468.32 
SRLN State Street Blackstone Senior Loan ETF
-0.06%
-$23.12 
SCHP Schwab U.S. TIPS ETF
-0.06%
-$57.37 
ILCG iShares Morningstar Growth ETF
-0.05%
-$246.95 
WK Workiva Inc. Class A Common Stock
-0.04%
-$47.1 
XLRE State Street Real Estate Select Sector SPDR ETF
-0.02%
-$655.3 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,115.35 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1638 | Longs Won 1061/1638 64% | Profit Factor 3.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $223,477.64 |
| Average Win $58,255.92 | Best Trade (Oct 15) $5.29M | Sharpe Ratio -9.11 |
| Average Loss -$30,713 | Worst Trade (Jun 29) -$1.51M | Z-Score -2.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $36,233.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 810 | $112,055.4 | $138,550.5 | - | $26,495.1 | 23.64% | -1.633% |
| AAAU Goldman Sachs Physical Gold ETF | 61,747 | $1.3M | $2.43M | - | $1.14M | 87.8% | -0.63% |
| AAPL Apple Inc. | 16,291 | $2.74M | $5.65M | - | $2.91M | 106.01% | -0.454% |
| ABT Abbott Laboratories | 1,320 | $133,663.2 | $136,369.2 | - | $2,706 | 2.02% | +0.78% |
| ACN Accenture plc | 573 | $163,769.13 | $141,765.93 | - | -$22,003.2 | -13.44% | -4.379% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 95 | $4,578.63 | $5,666.75 | - | $1,088.12 | 23.77% | -0.268% |
| ADBE Adobe Inc. | 533 | $205,402.21 | $141,356.93 | - | -$64,045.28 | -31.18% | -1.974% |
| AGG iShares Core U.S. Aggregate Bond ETF | 84 | $8,267.76 | $8,063.16 | - | -$204.6 | -2.47% | -0.135% |
| AJG Arthur J. Gallagher & Co. | 167 | $31,948.77 | $44,752.66 | - | $12,803.89 | 40.08% | -1.107% |
| AMAT Applied Materials Inc. | 500 | $61,415 | $190,260 | - | $128,845 | 209.79% | +1.315% |
| AMGN Amgen Inc. Common Stock | 13 | $3,142.75 | $5,740.67 | - | $2,597.92 | 82.66% | -1.272% |
| AMT American Tower Corporation | 911 | $183,794.6 | $171,595.96 | - | -$12,198.64 | -6.64% | +3.74% |
| AMZN Amazon.com Inc | 7,711 | $844,803.06 | $1.92M | - | $1.08M | 127.66% | -0.381% |
| AOA iShares Core 80/20 Aggressive Allocation ETF | 9 | $688.5 | $867.91 | - | $179.41 | 26.06% | -0.315% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 148 | $8,848.3 | $10,089.9 | - | $1,241.6 | 14.03% | -0.271% |
| APH Amphenol Corp. Class A Common Stock | 13,696 | $139,904.64 | $1.02M | - | $878,598.4 | 628% | +1.779% |
| ARKG ARK Genomic Revolution ETF | 400 | $12,028 | $19,160 | - | $7,132 | 59.29% | +0.063% |
| AVDE Avantis International Equity Fund Institutional Class | 3,215 | $265,046.82 | $285,122.27 | - | $20,075.45 | 7.57% | -0.622% |
| AVGO Broadcom Inc. | 3,799 | $243,705.85 | $1.23M | - | $989,905.43 | 406.19% | +0.458% |
| AVIV Avantis International Large Cap Value ETF | 101,141 | $7.21M | $8M | - | $788,953.05 | 10.94% | -0.691% |
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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 - $806,953.14, JPMorgan Income ETF - $713,654.47, and JPMorgan Equity Premium Income ETF - $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 - $462,510.58, Apple Inc - $373,355.7, State Street Real Estate Select Sector SPDR ETF - $249,654, Nike, Inc. Class B Common Stock - $214,288.06, and State Street SPDR S&P MidCap 400 ETF Trust - $207,309.21. 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 $10.24M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $818,441.86, iShares Core MSCI EAFE ETF - $796,989.72, JPMorgan Income ETF - $750,827.82, JPMorgan Equity Premium Income ETF - $520,529.17, and JPMorgan Nasdaq Equity Premium Income ETF - $369,801.87. 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.
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