Bradley W. Clark

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
Tracking: 0 Updated: Jul 20 at 06:00 PM
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:
41.68%
Gain -0.95%
Monthly
0.81%
Yearly
10.12%
Drawdown
13.51%
$146.14M
Equity
Holdings
$146.14M
Investment
$99.83M
$58.54M
Profit -$1.56M
Realized
$12.24M
Unrealized
$46.31M
Dividends
$9.74M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.95%
Profit
-$1.56M
Win %
82%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$395,828.44
Win %
82%
This Month
Compared to last month
Gain
-1.33%
Profit
-$1.97M
Win %
82%
This Year
Compared to last year
Gain
11.63%
Profit
$15.23M
Win %
83%
Alibaba Group Holding Limited SP ADR logo
BABA Alibaba Group Holding Limited SP ADR
+5.82%
+$6,388.95
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+4.57%
+$115,576.18
Broadcom Inc. logo
AVGO Broadcom Inc.
+3.05%
+$43,023.68
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+2.79%
+$738
Snowflake Inc. logo
SNOW Snowflake Inc.
+2.75%
+$110.7
Valero Energy Corporation logo
VLO Valero Energy Corporation
+2.1%
+$5,200
Salesforce Inc logo
CRM Salesforce Inc
+2.09%
+$2,104.82
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.04%
+$29,937.95
Alphabet Inc logo
GOOG Alphabet Inc
+1.97%
+$40,105.76
Alphabet Inc logo
GOOGL Alphabet Inc
+1.83%
+$59,733.12
Abbott Laboratories logo
ABT Abbott Laboratories
+1.73%
+$2,296.8
Intercontinental Exchange, Inc. logo
ICE Intercontinental Exchange, Inc.
+1.7%
+$1,884.96
Workiva Inc. logo
WK Workiva Inc.
+1.64%
+$1,475.8
RTX Corporation logo
RTX RTX Corporation
+1.57%
+$4,198.24
ConocoPhillips logo
COP ConocoPhillips
+1.43%
+$277.16
Amazon.com Inc logo
AMZN Amazon.com Inc
+1.37%
+$26,063.18
International Business Machines Corporation logo
IBM International Business Machines Corporation
+1.31%
+$3,263.72
The Estée Lauder Companies Inc. Class A logo
EL The Estée Lauder Companies Inc. Class A
+1.25%
+$510.88
Invesco S&P 500 Momentum ETF logo
SPMO Invesco S&P 500 Momentum ETF
+1.23%
+$44,222.38
Intuit Inc. logo
INTU Intuit Inc.
+1.21%
+$303.58
Kyndryl Holdings Inc. logo
KD Kyndryl Holdings Inc.
+1.11%
+$27
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
+1.1%
+$570.23
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
+1.07%
+$796.32
Vanguard Energy ETF logo
VDE Vanguard Energy ETF
+1.07%
+$90.41
iShares U.S. Energy ETF logo
IYE iShares U.S. Energy ETF
+1.06%
+$666.25
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+1.04%
+$55.12
iShares MSCI USA Momentum Factor ETF logo
MTUM iShares MSCI USA Momentum Factor ETF
+1.04%
+$384.3
Visa Inc. Class A logo
V Visa Inc. Class A
+1.04%
+$2,864.4
T-Mobile US, Inc. logo
TMUS T-Mobile US, Inc.
+1.02%
+$61.07
Accenture plc Class A logo
ACN Accenture plc Class A
+0.95%
+$779.28
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.93%
+$784.79
State Street Technology Select Sector SPDR ETF logo
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$6,928
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.87%
+$18,393.76
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
+0.83%
+$646.72
Invesco FTSE RAFI Emerging Markets ETF logo
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.82%
+$40.25
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.8%
+$2,076.24
Eaton Corporation plc logo
ETN Eaton Corporation plc
+0.79%
+$2,095.08
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.78%
+$3,979.43
ISHARES S&P 500 GROWTH ETF (3IS8) logo
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.76%
+$66.62
Dollar Tree, Inc. logo
DLTR Dollar Tree, Inc.
+0.75%
+$1,017.45
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$35,383.53
JPMorgan Nasdaq Equity Premium Income ETF logo
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.71%
+$25.08
iShares Russell Mid-Cap Growth ETF logo
IWP iShares Russell Mid-Cap Growth ETF
+0.71%
+$2,522.52
Tyson Foods Inc. logo
TSN Tyson Foods Inc.
+0.66%
+$95
Constellation Energy Corporation logo
CEG Constellation Energy Corporation
+0.64%
+$46.69
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.63%
+$62,837.14
iShares Edge MSCI Multifactor Global ETF logo
ACWF iShares Edge MSCI Multifactor Global ETF
+0.62%
+$34.2
Constellation Brands, Inc. logo
STZ Constellation Brands, Inc.
+0.6%
+$178.4
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
+0.59%
+$4,300.43
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.57%
+$5,100.4
Stryker Corporation logo
SYK Stryker Corporation
+0.56%
+$180
Casey's General Stores Inc. logo
CASY Casey's General Stores Inc.
+0.54%
+$270.86
Vanguard Mid-Cap Growth ETF logo
VOT Vanguard Mid-Cap Growth ETF
+0.52%
+$86.36
L3Harris Technologies, Inc. logo
LHX L3Harris Technologies, Inc.
+0.52%
+$27.57
iShares Morningstar Growth ETF logo
ILCG iShares Morningstar Growth ETF
+0.47%
+$2,402.15
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.46%
+$11.39
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+0.46%
+$793.26
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+0.37%
+$1,884
Comcast Corp logo
CMCSA Comcast Corp
+0.36%
+$74.8
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
+0.34%
+$306.66
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
+0.33%
+$348.3
Schwab U.S. Large-Cap Growth ETF logo
SCHG Schwab U.S. Large-Cap Growth ETF
+0.32%
+$1,277.43
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
+0.3%
+$520.65
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+0.25%
+$72
Amphenol Corporation logo
APH Amphenol Corporation
+0.24%
+$1,266.88
iShares S&P 100 ETF logo
OEF iShares S&P 100 ETF
+0.23%
+$30.06
JPMorgan Hedged Equity Laddered Overlay ETF logo
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$8,020.5
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
+0.21%
+$4,073.05
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.21%
+$1,243.57
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.2%
+$6,980.05
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$6,644.46
SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.19%
+$82.62
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.18%
+$227.92
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$100.02
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.17%
+$9,365.06
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$34.4
U.S. Bancorp logo
USB U.S. Bancorp
+0.15%
+$504.83
Chubb Limited logo
CB Chubb Limited
+0.14%
+$489.02
Sprott Physical Gold and Silver Trust logo
CEF Sprott Physical Gold and Silver Trust
+0.14%
+$5.12
Delta Air Lines, Inc. logo
DAL Delta Air Lines, Inc.
+0.13%
+$55
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.12%
+$280.25
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+0.11%
+$23.94
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
+0.11%
+$280
SPDR Blackstone Senior Loan ETF logo
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$23.12
Dimensional US Marketwide Value ETF logo
DFUV Dimensional US Marketwide Value ETF
+0.06%
+$18.63
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
+0.03%
+$138.49
Arthur J. Gallagher & Co. logo
AJG Arthur J. Gallagher & Co.
+0.02%
+$10.02
PGIM AAA CLO ETF logo
PAAA PGIM AAA CLO ETF
+0.02%
+$4.67
JPMorgan Ultra-Short Municipal Income Fund logo
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$132.61
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
0%
+$22.9
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Bloom Energy Corporation logo
BE Bloom Energy Corporation
-4.47%
-$3,054.39
ARK Genomic Revolution ETF logo
ARKG ARK Genomic Revolution ETF
-2.76%
-$440
Oracle Corporation logo
ORCL Oracle Corporation
-2.72%
-$856.56
Apple Inc. logo
AAPL Apple Inc.
-2.69%
-$146,262.88
Ingersoll Rand Inc. logo
IR Ingersoll Rand Inc.
-2.52%
-$2,147.62
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
-2.03%
-$3,400.92
Emerson Electric Co. logo
EMR Emerson Electric Co.
-2%
-$535.68
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-1.98%
-$2,325.18
Tesla, Inc. logo
TSLA Tesla, Inc.
-1.96%
-$2,644.38
Deere & Company logo
DE Deere & Company
-1.95%
-$291.12
Morgan Stanley logo
MS Morgan Stanley
-1.93%
-$4,210.81
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
-1.9%
-$4,633.41
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-1.89%
-$3,942.4
Carrier Global Corporation logo
CARR Carrier Global Corporation
-1.86%
-$1,515.52
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.85%
-$3,495.47
Dover Corporation logo
DOV Dover Corporation
-1.83%
-$670.32
American Tower Corporation logo
AMT American Tower Corporation
-1.8%
-$2,787.66
Sollensys Corp logo
SOLS Sollensys Corp
-1.78%
-$147.68
GLOBAL X LITHIUM & BATTERY T logo
LIT GLOBAL X LITHIUM & BATTERY T
-1.77%
-$157.3
Walmart Inc. logo
WMT Walmart Inc.
-1.75%
-$570
Crown Castle Inc. logo
CCI Crown Castle Inc.
-1.73%
-$30.14
Eli Lilly and Company logo
LLY Eli Lilly and Company
-1.73%
-$6,459.65
Boeing Company logo
BA Boeing Company
-1.68%
-$1,611.91
CSX Corporation logo
CSX CSX Corporation
-1.67%
-$2,671.89
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
-1.59%
-$3,862.62
Union Pacific Corporation logo
UNP Union Pacific Corporation
-1.47%
-$629.06
Principal Financial Group, Inc. logo
PFG Principal Financial Group, Inc.
-1.45%
-$739.86
Ecolab Inc. logo
ECL Ecolab Inc.
-1.44%
-$988.94
The Walt Disney Company logo
DIS The Walt Disney Company
-1.3%
-$102
LCI Industries Inc. logo
LCII LCI Industries Inc.
-1.23%
-$26.6
Wells Fargo & Company logo
WFC Wells Fargo & Company
-1.07%
-$2,241.9
Adobe Inc. logo
ADBE Adobe Inc.
-1.04%
-$1,311.18
Bank of America Corporation logo
BAC Bank of America Corporation
-1%
-$4,410.16
Alliant Energy Corporation logo
LNT Alliant Energy Corporation
-0.99%
-$211.64
Global X U.S. Infrastructure Development ETF logo
PAVE Global X U.S. Infrastructure Development ETF
-0.97%
-$38,366.36
Vanguard Materials ETF logo
VAW Vanguard Materials ETF
-0.96%
-$242.95
Rollins, Inc. logo
ROL Rollins, Inc.
-0.89%
-$291.6
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.86%
-$876.33
Exelon Corporation logo
EXC Exelon Corporation
-0.82%
-$33.06
Pfizer Inc. logo
PFE Pfizer Inc.
-0.78%
-$274.56
Eversource Energy logo
ES Eversource Energy
-0.77%
-$94.3
ProShares Russell 2000 Dividend Growers ETF logo
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.72%
-$56.56
Trane Technologies plc logo
TT Trane Technologies plc
-0.7%
-$2,681.35
Vanguard Utilities ETF logo
VPU Vanguard Utilities ETF
-0.68%
-$525.35
Lucid Group, Inc. logo
LCID Lucid Group, Inc.
-0.68%
-$0.5
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.68%
-$1,923.7
Parker-Hannifin Corporation logo
PH Parker-Hannifin Corporation
-0.68%
-$1,086.67
Procter & Gamble Co logo
PG Procter & Gamble Co
-0.65%
-$547.82
iShares Global Healthcare ETF logo
IXJ iShares Global Healthcare ETF
-0.64%
-$266.7
The Goldman Sachs Group, Inc. logo
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,577.16
Vanguard Health Care ETF logo
VHT Vanguard Health Care ETF
-0.6%
-$204.96
Utilities Select Sector SPDR Fund logo
XLU Utilities Select Sector SPDR Fund
-0.6%
-$166.32
Vanguard Consumer Discretionary ETF logo
VCR Vanguard Consumer Discretionary ETF
-0.58%
-$317.8
Danaher Corporation logo
DHR Danaher Corporation
-0.56%
-$28.75
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
-0.56%
-$560.3
ProShares S&P 500 Dividend Aristocrats ETF logo
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.56%
-$5,013.76
Invesco S&P International Developed Quality ETF logo
IDHQ Invesco S&P International Developed Quality ETF
-0.56%
-$2,070.48
iShares U.S. Real Estate ETF logo
IYR iShares U.S. Real Estate ETF
-0.56%
-$2,031.96
Rockwell Automation, Inc. logo
ROK Rockwell Automation, Inc.
-0.55%
-$94.53
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
-0.55%
-$331.97
Vanguard Real Estate ETF logo
VNQ Vanguard Real Estate ETF
-0.55%
-$1,408
W. P. Carey Inc. logo
WPC W. P. Carey Inc.
-0.54%
-$90.2
Evergy Inc. logo
EVRG Evergy Inc.
-0.54%
-$66.7
Vanguard Industrials ETF logo
VIS Vanguard Industrials ETF
-0.53%
-$376.38
Schwab U.S. REIT ETF logo
SCHH Schwab U.S. REIT ETF
-0.53%
-$1,241.5
VANGUARD CONSUMER STAPLES ETF logo
VDC VANGUARD CONSUMER STAPLES ETF
-0.52%
-$163.88
Vanguard International Dividend Appreciation Index Fund logo
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$1,220.67
Consumer Staples Select Sector SPDR Fund logo
XLP Consumer Staples Select Sector SPDR Fund
-0.52%
-$344.96
Cummins Inc. logo
CMI Cummins Inc.
-0.51%
-$526.14
Dimensional International Value ETF logo
DFIV Dimensional International Value ETF
-0.51%
-$380.48
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
-0.51%
-$4,977.21
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
-0.5%
-$34.71
Invesco S&P International Developed Momentum ETF logo
IDMO Invesco S&P International Developed Momentum ETF
-0.5%
-$22,520.01
McKesson Corporation logo
MCK McKesson Corporation
-0.49%
-$883.44
iShares Select Dividend ETF logo
DVY iShares Select Dividend ETF
-0.48%
-$84.78
The Real Estate Select Sector SPDR Fund logo
XLRE The Real Estate Select Sector SPDR Fund
-0.48%
-$14,323.76
First Trust Small Cap Core AlphaDEX Fund logo
FYX First Trust Small Cap Core AlphaDEX Fund
-0.48%
-$21.36
Industrial Select Sector SPDR Fund logo
XLI Industrial Select Sector SPDR Fund
-0.46%
-$625.82
iShares MSCI EAFE Growth ETF logo
EFG iShares MSCI EAFE Growth ETF
-0.46%
-$8,906.08
Avantis International Large Cap Value ETF logo
AVIV Avantis International Large Cap Value ETF
-0.46%
-$36,167.04
iShares Core MSCI International Developed Markets ETF (IDEV) logo
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.43%
-$194.18
iShares MSCI EAFE Value ETF logo
EFV iShares MSCI EAFE Value ETF
-0.42%
-$1,296.24
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.41%
-$5,314.62
Avantis International Equity ETF logo
AVDE Avantis International Equity ETF
-0.41%
-$873.45
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
-0.4%
-$4,894.59
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
-0.4%
-$279.35
iShares Core U.S. REIT ETF logo
USRT iShares Core U.S. REIT ETF
-0.39%
-$0.54
First Trust Morningstar Dividend Leaders Index Fund logo
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.39%
-$133.6
McDonald's Corporation logo
MCD McDonald's Corporation
-0.38%
-$426.36
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$9,333.42
Amgen Inc. logo
AMGN Amgen Inc.
-0.36%
-$17.16
JPMorgan International Research Enhanced Equity ETF logo
JIRE JPMorgan International Research Enhanced Equity ETF
-0.35%
-$233.45
iShares Core Aggressive Allocation ETF logo
AOA iShares Core Aggressive Allocation ETF
-0.34%
-$2.97
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
-0.34%
-$295.5
iShares Russell Mid-Cap Value ETF logo
IWS iShares Russell Mid-Cap Value ETF
-0.33%
-$627.84
SPDR SSGA US Large Cap Low Volatility Index ETF logo
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.32%
-$130.2
Invesco BuyBack Achievers ETF logo
PKW Invesco BuyBack Achievers ETF
-0.32%
-$7.44
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$1,025.22
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.3%
-$2,036.88
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.3%
-$9,799.38
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
-0.29%
-$62.16
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-0.29%
-$4,396.4
SPDR DoubleLine Total Return Tactical ETF logo
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.28%
-$111.83
First Trust Mid Cap Core AlphaDEX Fund logo
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.28%
-$12.33
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$288.61
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.27%
-$250.2
UnitedHealth Group Incorporated logo
UNH UnitedHealth Group Incorporated
-0.27%
-$1,721.45
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$22.26
Goldman Sachs Physical Gold ETF logo
AAAU Goldman Sachs Physical Gold ETF
-0.27%
-$6,346.94
Sprott Physical Gold Trust logo
PHYS Sprott Physical Gold Trust
-0.26%
-$3.6
SPDR Portfolio Aggregate Bond ETF logo
SPAB SPDR Portfolio Aggregate Bond ETF
-0.26%
-$460.2
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
-0.25%
-$15,685.11
iShares MSCI EAFE Min Vol Factor ETF logo
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.25%
-$282.67
Schwab Fundamental U.S. Small Company ETF logo
FNDA Schwab Fundamental U.S. Small Company ETF
-0.25%
-$1.33
iShares Currency Hedged MSCI EAFE ETF logo
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.25%
-$595.82
Vanguard Russell 1000 Value Index Fund logo
VONV Vanguard Russell 1000 Value Index Fund
-0.25%
-$7.56
iShares 5-10 Year Investment Grade Corporate Bond ETF logo
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.25%
-$437.45
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$1,722.98
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.22%
-$1,267.65
Cognizant Technology Solutions Corporation logo
CTSH Cognizant Technology Solutions Corporation
-0.21%
-$3.33
iShares Core High Dividend ETF logo
HDV iShares Core High Dividend ETF
-0.21%
-$347.7
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.2%
-$44.11
Vanguard Financials ETF (primary ticker: VFH) logo
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.2%
-$244.44
Schwab U.S. TIPS ETF logo
SCHP Schwab U.S. TIPS ETF
-0.19%
-$191.25
Globe Life Inc. logo
GL Globe Life Inc.
-0.19%
-$531.3
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$2,742.93
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.17%
-$240.82
SPDR Bloomberg 1-10 Year TIPS ETF logo
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.16%
-$251.58
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
-0.14%
-$886.05
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.13%
-$151.67
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.13%
-$164.19
Schwab Fundamental U.S. Large Company Index ETF logo
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.11%
-$22.05
iShares Core 60/40 Balanced Allocation ETF logo
AOR iShares Core 60/40 Balanced Allocation ETF
-0.11%
-$10.57
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.11%
-$271.05
Avantis U.S. Large Cap Value ETF logo
AVLV Avantis U.S. Large Cap Value ETF
-0.09%
-$5,222.15
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$605.06
Edwards Lifesciences Corporation logo
EW Edwards Lifesciences Corporation
-0.09%
-$48.98
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund logo
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.09%
-$2,136.74
Vanguard Short-Term Corporate Bond ETF logo
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$11.55
First Trust Institutional Preferred Securities and Income ETF logo
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.08%
-$39.1
JPMorgan Income ETF logo
JPIE JPMorgan Income ETF
-0.08%
-$2,814.11
iShares Core International Stock ETF logo
IXUS iShares Core International Stock ETF
-0.07%
-$15.05
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
-0.07%
-$164.88
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
-0.06%
-$12.51
Corteva Inc. logo
CTVA Corteva Inc.
-0.06%
-$2.05
Otis Worldwide Corporation logo
OTIS Otis Worldwide Corporation
-0.05%
-$14.12
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.05%
-$76.8
Vanguard Total International Stock Index Fund Investor Shares logo
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$204.4
Invesco S&P 500 Pure Value ETF logo
RPV Invesco S&P 500 Pure Value ETF
-0.02%
-$1.02
SPDR S&P 600 Small Cap Growth ETF logo
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.01%
-$1.2
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Dividends

Dividend Analysis

Yearly
$
Trades
1573
Longs Won
985/1573 62%
Profit Factor
32.66
Profitability
Shorts Won
0/0 0%
Standard Deviation
$213,131.97
Average Win
$61,312.94
Best Trade
(Jul 22) $4.84M
Sharpe Ratio
-10.14
Average Loss
-$3,144.72
Worst Trade
(Jul 24) -$92,315.6
Z-Score
-6.68 (100%)
Commissions
$0
Avg. Trade Length
1y 5m 1w 6d
Expectancy
$37,218.15
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 45,455 40,909 36,364 31,818 27,273 22,727 18,182 13,636 9,091 4,545
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
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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 Bradley W. Clark?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $2.5M, NVIDIA Corporation - $2.07M, iShares Russell 1000 Growth ETF - $1.03M, JPMorgan Ultra-Short Income ETF - $785,130.34, and JPMorgan Income ETF - $719,830.15. 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: Nike, Inc. - Class B - $129,431.76, Pfizer Inc - $106,340.82, The Estée Lauder Companies Inc. Class A - $64,417.72, Alibaba Group Holding Limited SP ADR - $48,966.33, and Celanese Corporation - $44,560.54. 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 $9.74M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $796,989.72, JPMorgan Ultra-Short Income ETF - $783,158.4, JPMorgan Income ETF - $717,543.12, JPMorgan Equity Premium Income Fund - $522,751.94, and JPMorgan Nasdaq Equity Premium Income ETF - $364,378.86. 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.
Account USV