David W. Lewis Portfolio
Invests via Lewis Asset Management, LLC | Managed by David W. Lewis, Jr.
Invests via Lewis Asset Management, LLC
Managed by David W. Lewis, Jr.
Automatically Tracked
David W. Lewis Profile
Veteran investor and operator focused on growth-stage technology and healthcare companies, known for board-level strategic and capital markets advisory. David W. Lewis brings experience in corporate finance, M&A and operational scaling from prior roles in private equity and senior corporate development. He is active in governance, fundraising and exit planning, partnering with management teams to drive revenue expansion and prepare businesses for strategic sale or IPO.
Veteran investor and operator focused on growth-stage technology and healthcare companies, known for board-level strategic and capital markets advisory. David W. Lewis brings experience in corporate finance, M&A and operational scaling from prior roles in private equity and senior corporate development. He is active in governance, fundraising and exit planning, partnering with management teams to drive revenue expansion and prepare businesses for strategic sale or IPO.
Investment Philosophy & Strategy
Focuses on growth-stage technology and healthcare companies, emphasizing board-level partnership to accelerate revenue, tighten unit economics and prepare for strategic exits. Combines corporate finance and M&A rigor with operational scaling playbooks to size capital raises, sequence milestones and optimize governance. Allocates capital selectively to companies with repeatable SaaS or healthcare commercialization models, privileging measurable KPIs, clear exit pathways and staged capital deployment tied to operational deltas and valuation inflection points.
Focuses on growth-stage technology and healthcare companies, emphasizing board-level partnership to accelerate revenue, tighten unit economics and prepare for strategic exits. Combines corporate finance and M&A rigor with operational scaling playbooks to size capital raises, sequence milestones and optimize governance. Allocates capital selectively to companies with repeatable SaaS or healthcare commercialization models, privileging measurable KPIs, clear exit pathways and staged capital deployment tied to operational deltas and valuation inflection points.
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:
77.42%
Gain -0.03%
Monthly
1.79%
Yearly
23.7%
Drawdown
18.89%
$291.25M
Equity
Holdings
$291.25M
Investment
$220.08M
$84.68M
Profit -$248,001.75
Realized
$13.51M
Unrealized
$71.17M
Dividends
$7.26M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$248,001.75
Win %
69%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$2.7M
Win %
69%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.22M
Win %
69%
This Year
Compared to last year
Gain
2.25%
Profit
$6.41M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$1.38M 
ETN Eaton Corporation plc
+7.32%
+$19,137.56 
GOOG Alphabet Inc
+6.88%
+$402,985.68 
GOOGL Alphabet Inc
+6.73%
+$435,828.12 
META Meta Platforms Inc Class A
+3.28%
+$167,022.87 
ONTO Onto Innovation Inc.
+3.22%
+$5,327.65 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$110,634.24 
MSFT Microsoft Corp.
+3.02%
+$202,447.53 
NVDA NVIDIA Corporation
+2.93%
+$474,027.65 
CVX Chevron Corporation
+2.35%
+$57,182.52 
MRVL Marvell Technology, Inc.
+2.32%
+$18,053.88 
DGICB Donegal Group Inc.
+2.28%
+$5,910 
ORLY O'Reilly Automotive Inc.
+2.28%
+$9,104.25 
CSCO Cisco Systems, Inc.
+2.14%
+$63,670.86 
LNG Cheniere Energy Inc.
+2.13%
+$33,368.63 
GWW W.W. Grainger, Inc.
+1.97%
+$17,641.79 
PANW Palo Alto Networks, Inc.
+1.89%
+$17,392.2 
CRM Salesforce Inc
+1.83%
+$9,466.58 
ORCL Oracle Corporation
+1.81%
+$43,913.1 
CINF Cincinnati Financial Corporation
+1.69%
+$6,761.38 
HPE Hewlett Packard Enterprise Company
+1.61%
+$9,581.32 
VZ Verizon Communications Inc.
+1.52%
+$14,150.5 
LMT Lockheed Martin Corporation
+1.5%
+$5,514.57 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$2,807.27 
PH Parker-Hannifin Corporation
+1.43%
+$4,836.5 
PWR Quanta Services Inc.
+1.43%
+$6,884.93 
GE General Electric Company
+1.42%
+$9,124.42 
CAH Cardinal Health Inc.
+1.3%
+$2,924.47 
COP ConocoPhillips
+1.22%
+$4,631.3 
WFC Wells Fargo & Company
+1.19%
+$4,526.76 
HONA Honeywell Aerospace Inc.
+1.18%
+$5,732.98 
AMAT Applied Materials, Inc.
+1.18%
+$14,750.05 
ITW Illinois Tool Works Inc.
+1.15%
+$3,233.75 
VUG Vanguard Growth ETF
+1.1%
+$56,243.61 
EQT EQT Corporation
+1.1%
+$5,804.64 
NOW ServiceNow, Inc.
+1.05%
+$7,928.6 
XLE Energy Select Sector SPDR Fund
+1%
+$6,464.04 
ADP Automatic Data Processing Inc.
+0.98%
+$9,233.31 
UNP Union Pacific Corporation
+0.92%
+$3,487.03 
SCHW Charles Schwab Corporation
+0.87%
+$2,967.51 
IBM International Business Machines Corporation
+0.86%
+$5,179.87 
GEV GE Vernova Inc.
+0.85%
+$8,958.18 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,999.5 
MCD McDonald's Corporation
+0.82%
+$12,524.66 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,518.2 
EMR Emerson Electric Co.
+0.79%
+$5,505.93 
TSLA Tesla, Inc.
+0.76%
+$7,941.33 
MPC Marathon Petroleum Corporation
+0.76%
+$3,802.51 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,559.28 
BJUL Innovator U.S. Equity Buffer ETF
+0.74%
+$2,314.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$88,697.88 
CAT Caterpillar Inc.
+0.7%
+$8,533.33 
BMY Bristol-Myers Squibb Company
+0.69%
+$5,397.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,232.64 
WCN Waste Connections Inc.
+0.67%
+$1,658.34 
BLDR Builders FirstSource, Inc.
+0.65%
+$1,945.74 
CGGR Capital Group Growth ETF
+0.65%
+$1,538.45 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,715.6 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$2,596.87 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$8,632.26 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$3,480.75 
IWB iShares Russell 1000 ETF
+0.64%
+$1,976.29 
SYY Sysco Corporation
+0.63%
+$1,368.99 
TER Teradyne, Inc.
+0.6%
+$2,200.01 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.59%
+$2,921.1 
ET Energy Transfer L.P.
+0.59%
+$1,442.52 
MO Altria Group, Inc.
+0.57%
+$4,844.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$7,287.39 
BSEP Innovator U.S. Equity Buffer ETF
+0.56%
+$2,533.41 
APH Amphenol Corporation
+0.55%
+$4,079.63 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$23,941.2 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$903.51 
IYW iShares U.S. Technology ETF
+0.46%
+$8,939.02 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$1,132.99 
PFE Pfizer Inc.
+0.4%
+$1,792.7 
RTX RTX Corporation
+0.39%
+$5,318.88 
VLO Valero Energy Corporation
+0.38%
+$7,036.47 
AVGO Broadcom Inc.
+0.37%
+$20,508.48 
PG Procter & Gamble Co
+0.37%
+$7,999.82 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$14,826.06 
BAC Bank of America Corporation
+0.36%
+$2,775.52 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$11,680.63 
GD General Dynamics Corporation
+0.32%
+$814.96 
SMH VanEck Semiconductor ETF
+0.3%
+$2,673.22 
VSNT Versant Media Group, Inc.
+0.28%
+$1,615.8 
JPM JPMorgan Chase & Co.
+0.27%
+$3,756.24 
FDBC Fidelity D&D Bancorp Inc.
+0.27%
+$1,094.52 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$618.84 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.22%
+$466.1 
SO The Southern Company
+0.21%
+$509 
JNJ Johnson & Johnson
+0.21%
+$7,812.73 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$734.8 
DCMT DoubleLine Commodity Strategy ETF
+0.2%
+$969.28 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,193.97 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$594.3 
MS Morgan Stanley
+0.17%
+$1,065.61 
AB AllianceBernstein Holding L.P.
+0.11%
+$272 
ISRG Intuitive Surgical, Inc.
+0.1%
+$494.27 
RITM Rithm Capital Corp.
+0.1%
+$1,754.1 
WM Waste Management, Inc.
+0.1%
+$687.06 
AFL Aflac Inc.
+0.09%
+$476.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$196.74 
WMT Walmart Inc.
+0.09%
+$2,796.76 
ABT Abbott Laboratories
+0.09%
+$1,650.87 
BKLN Invesco Senior Loan ETF
+0.05%
+$278.35 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MNRO Monro, Inc.
-8.92%
-$59,826 
AAPL Apple Inc.
-7.35%
-$1.36M 
SYK Stryker Corporation
-6.42%
-$19,413.46 
TROW T. Rowe Price Group, Inc.
-6.31%
-$15,481.68 
LIN Linde plc
-5.95%
-$19,396.67 
MU Micron Technology, Inc.
-5.9%
-$124,634.68 
OKLO Oklo Inc.
-5.5%
-$12,712.5 
SNDK SanDisk Corporation
-5.09%
-$9,313.59 
VKTX Viking Therapeutics Inc.
-4.14%
-$91,502.3 
WPM Wheaton Precious Metals Corp.
-3.84%
-$20,466.75 
NTLA Intellia Therapeutics Inc.
-3.7%
-$7,490.7 
QCOM QUALCOMM Incorporated
-2.63%
-$16,614.4 
ABBV AbbVie Inc.
-2.51%
-$104,781.65 
DLR Digital Realty Trust, Inc.
-2.42%
-$9,148.53 
DFTX Definium Therapeutics, Inc.
-2.18%
-$4,447.45 
NFLX Netflix, Inc.
-2%
-$11,807.02 
AMD Advanced Micro Devices, Inc.
-1.9%
-$76,110.04 
APD Air Products and Chemicals, Inc.
-1.77%
-$4,577.22 
TOST Toast Inc.
-1.77%
-$4,360.44 
UNH UnitedHealth Group Incorporated
-1.68%
-$28,619.4 
URA Global X Uranium ETF
-1.64%
-$19,035.9 
LRCX Lam Research Corporation
-1.58%
-$18,085.64 
NET Cloudflare Inc.
-1.56%
-$4,427.64 
GLD SPDR Gold Shares
-1.49%
-$6,255.05 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.34%
-$4,387.79 
JOBY Joby Aviation, Inc.
-1.24%
-$945 
TJX The TJX Companies, Inc.
-1.21%
-$11,819.46 
ICOW Pacer Developed Markets International ETF
-1.2%
-$8,734.93 
QXO Qxo Inc.
-1.19%
-$36,984 
SHW The Sherwin-Williams Company
-1.16%
-$4,688.24 
AVB AvalonBay Communities, Inc.
-1.16%
-$4,242.35 
DE Deere & Company
-1.13%
-$4,175.19 
TXN Texas Instruments Inc
-1.08%
-$3,457.92 
LOW Lowe's Companies Inc.
-1.08%
-$7,186.83 
MCK McKesson Corporation
-1.08%
-$9,692.81 
KO The Coca-Cola Company
-1.02%
-$15,098.4 
UPS United Parcel Service, Inc.
-1%
-$5,666.85 
XOM Exxon Mobil Corporation
-0.97%
-$18,044.82 
SOFI SoFi Technologies, Inc.
-0.97%
-$3,680 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,506.13 
PGR Progressive Corporation
-0.87%
-$3,409.38 
KMB Kimberly-Clark Corporation
-0.8%
-$5,371.52 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$13,490.81 
MA Mastercard Incorporated
-0.74%
-$4,296.75 
BLK BlackRock, Inc.
-0.73%
-$3,032.4 
MP MP Materials Corp.
-0.7%
-$2,610 
PDI Pimco Dynamic Income Fund
-0.68%
-$3,670.59 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,200 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$2,974.4 
BRO Brown & Brown Inc.
-0.66%
-$2,023.82 
AMGN Amgen Inc.
-0.64%
-$9,049.56 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$3,188.45 
GS The Goldman Sachs Group, Inc.
-0.63%
-$16,329.57 
AMT American Tower Corporation
-0.63%
-$2,256.12 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,279.54 
PM Philip Morris International Inc.
-0.61%
-$7,568.46 
DHR Danaher Corporation
-0.61%
-$1,785 
ROST Ross Stores, Inc.
-0.59%
-$9,255.02 
CARY Angel Oak Income ETF
-0.59%
-$12,083 
SCHF Schwab International Equity ETF
-0.58%
-$7,948.48 
SBUX Starbucks Corporation
-0.57%
-$1,432.8 
COF Capital One Financial Corporation
-0.54%
-$10,524.87 
AOHY Angel Oak High Yield Opportunities ETF
-0.54%
-$1,631.11 
LLY Eli Lilly and Company
-0.53%
-$16,367.1 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,762.24 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,322.04 
JIVE JPMorgan International Value ETF
-0.46%
-$2,022.24 
PEP PepsiCo, Inc.
-0.46%
-$2,280.96 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,071.99 
HD The Home Depot, Inc.
-0.42%
-$3,511.19 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$1,324.34 
AXP American Express Company
-0.38%
-$5,105.36 
ARCC Ares Capital Corporation
-0.37%
-$3,517.36 
RSG Republic Services, Inc.
-0.37%
-$2,955.42 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$10,829.87 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$1,420.13 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$861.09 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$758.73 
MTB M&T Bank Corporation
-0.29%
-$1,589 
SDY SPDR S&P Dividend ETF
-0.28%
-$12,910.48 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$2,968.68 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.26%
-$585.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$992.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,045 
BX Blackstone Inc.
-0.25%
-$2,125.17 
MFC Manulife Financial Corporation
-0.25%
-$1,403.27 
COST Costco Wholesale Corporation
-0.24%
-$7,770.14 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$2,430.54 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,729.47 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,265.31 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.18%
-$908.74 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,343.49 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$425.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$916 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,023.72 
CRNX Crinetics Pharmaceuticals Inc.
-0.13%
-$2,675.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,196.34 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$805.74 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$633.76 
XLF Financial Select Sector SPDR Fund
-0.1%
-$433.68 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$969.75 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$161.68 
V Visa Inc. Class A
-0.04%
-$741.95 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$223.02 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$828.43 
TGT Target Corporation
-0.01%
-$58.1 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$25.19 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$26.72 Events
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Dividends
Dividend Analysis
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| Trades 1561 | Longs Won 1045/1561 66% | Profit Factor 6.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,705.75 |
| Average Win $95,528.22 | Best Trade (Sep 08) $12.88M | Sharpe Ratio -13.15 |
| Average Loss -$29,354.6 | Worst Trade (Aug 02) -$1.06M | Z-Score 10.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $54,247.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 55,429 | $11.15M | $17.12M | - | $5.97M | 53.57% | -7.354% |
| AB AllianceBernstein Holding L.P. | 6,800 | $254,596 | $249,968 | - | -$4,628 | -1.82% | +0.109% |
| ABBV AbbVie Inc. | 16,195 | $2.94M | $4.06M | - | $1.12M | 38.27% | -2.513% |
| ABT Abbott Laboratories | 18,343 | $2.36M | $1.94M | - | -$416,752.16 | -17.69% | +0.085% |
| ADP Automatic Data Processing Inc. | 3,565 | $1.07M | $949,929.86 | - | -$118,196.75 | -11.07% | +0.982% |
| AFL Aflac Inc. | 3,972 | $358,599.25 | $506,350.56 | - | $147,751.31 | 41.2% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,970 | $394,036.32 | $386,558.9 | - | -$7,477.42 | -1.9% | -0.256% |
| AMAT Applied Materials, Inc. | 2,500 | $431,360.94 | $1.27M | - | $837,814.08 | 194.23% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 8,237 | $1.05M | $3.92M | - | $2.87M | 272.31% | -1.904% |
| AMGN Amgen Inc. | 3,649 | $1.08M | $1.41M | - | $323,462.6 | 29.9% | -0.64% |
| AMT American Tower Corporation | 2,051 | $408,382.81 | $355,561.36 | - | -$52,821.45 | -12.93% | -0.631% |
| AMZN Amazon.com Inc | 38,160 | $6.91M | $10.36M | - | $3.45M | 49.92% | +15.321% |
| AOHY Angel Oak High Yield Opportunities ETF | 27,646 | $302,284.02 | $303,000.16 | - | $716.14 | 0.24% | -0.535% |
| APD Air Products and Chemicals, Inc. | 862 | $237,440.84 | $254,195.19 | - | $16,754.35 | 7.06% | -1.769% |
| APH Amphenol Corporation | 18,544 | $445,344.98 | $745,005.2 | - | $299,660.22 | 67.29% | +0.551% |
| ARCC Ares Capital Corporation | 50,248 | $989,253.09 | $942,652.48 | - | -$46,600.61 | -4.71% | -0.372% |
| AVB AvalonBay Communities, Inc. | 1,955 | $394,434.04 | $362,867.55 | - | -$31,566.49 | -8% | -1.156% |
| AVGO Broadcom Inc. | 14,242 | $2.38M | $5.54M | - | $3.17M | 133.04% | +0.371% |
| AXP American Express Company | 4,020 | $1.02M | $1.35M | - | $328,574.16 | 32.11% | -0.376% |
| BAC Bank of America Corporation | 12,616 | $550,004.65 | $781,561.2 | - | $231,556.55 | 42.1% | +0.356% |
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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 David W. Lewis?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $5.92M, Meta Platforms Inc Class A - $1.9M, Apple Inc - $1.64M, CrowdStrike Holdings, Inc - $1.02M, and Palantir Technologies Inc - $783,253.25. 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: Intellia Therapeutics Inc - $760,581.4, Atlassian Corporation Class A - $660,267.78, Boeing Company - $367,328.24, Albemarle Corporation - $272,019.81, and Snowflake Inc - $162,509.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David W. Lewis's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.26M earned over time. The largest contributors to dividend income include Rithm Capital Corp - $582,687.25, JPMorgan Equity Premium Income Fund - $412,049.41, Angel Oak UltraShort Income Fund - $334,703.9, SPDR S&P Dividend ETF - $270,267.37, and AbbVie Inc - $212,224.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David W. Lewis's monthly returns?
David W. Lewis'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 David W. Lewis's strategy be considered aggressive or moderate?
David W. Lewis'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 David W. Lewis's strategy?
David W. Lewis'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.
