Bryan Molinar Portfolio
Invests via Atlas Legacy Advisors LLC | Managed by Bryan Molinar, Marc Rosenbach
Invests via Atlas Legacy Advisors LLC
Managed by Bryan Molinar, Marc Rosenbach
Automatically Tracked
Operating executive and angel investor focused on fintech and early-stage software ventures, with experience in product development, GTM and growth-stage fundraising. Bryan Molinar blends hands-on operating roles with seed investing and board advisory work, supporting SaaS and payments firms on scaling metrics, unit economics and go-to-market execution. Market-relevant strengths include growth strategy, fundraising readiness and cross-functional leadership.
Operating executive and angel investor focused on fintech and early-stage software ventures, with experience in product development, GTM and growth-stage fundraising. Bryan Molinar blends hands-on operating roles with seed investing and board advisory work, supporting SaaS and payments firms on scaling metrics, unit economics and go-to-market execution. Market-relevant strengths include growth strategy, fundraising readiness and cross-functional leadership.
Investment Philosophy & Strategy
Invests primarily in early-stage fintech and SaaS companies with a product-led GTM and clear unit economics. Prioritizes founders with deep market insight and execution capability, deploying seed and follow-on capital with hands-on operational support to accelerate product, go-to-market, and fundraising readiness. Underwrites opportunities through metrics-driven diligence—CAC payback, LTV/CAC, retention cohorts—and favors repeatable, scalable growth over speculative network effects. Adopts concentrated, active portfolio construction, taking board or advisory roles to de-risk execution, extend runway, and time exits across a multi-year horizon while preserving disciplined capital allocation and downside protections.
Invests primarily in early-stage fintech and SaaS companies with a product-led GTM and clear unit economics. Prioritizes founders with deep market insight and execution capability, deploying seed and follow-on capital with hands-on operational support to accelerate product, go-to-market, and fundraising readiness. Underwrites opportunities through metrics-driven diligence—CAC payback, LTV/CAC, retention cohorts—and favors repeatable, scalable growth over speculative network effects. Adopts concentrated, active portfolio construction, taking board or advisory roles to de-risk execution, extend runway, and time exits across a multi-year horizon while preserving disciplined capital allocation and downside protections.
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:
37.7%
Gain +0.11%
Monthly
1.61%
Yearly
21.17%
Drawdown
17.47%
$690.42M
Equity
Holdings
$690.42M
Investment
$551.13M
$146.44M
Profit +$450,785.54
Realized
$7.15M
Unrealized
$139.29M
Dividends
$11.74M
Goals
Avg. 58.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$450,785.54
Win %
76%
This Week
Compared To Last Week
Gain
0.07%
Profit
$450,785.55
Win %
76%
This Month
Compared to last month
Gain
2.73%
Profit
$18.33M
Win %
76%
This Year
Compared to last year
Gain
0.85%
Profit
$7M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$1.09M 
LIXT Lixte Biotechnology Holdings Inc.
+7.43%
+$4,269.01 
ETN Eaton Corporation plc
+7.32%
+$20,439.82 
GOOG Alphabet Inc
+6.88%
+$683,127.8 
GOOGL Alphabet Inc
+6.73%
+$284,425.26 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$16,520.98 
META Meta Platforms Inc Class A
+3.28%
+$77,208.52 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$21,296.64 
MSFT Microsoft Corp.
+3.02%
+$337,367.15 
NVDA NVIDIA Corporation
+2.93%
+$300,803.17 
CVX Chevron Corporation
+2.35%
+$23,088.16 
BP BP p.l.c. Sponsored ADR
+2.26%
+$10,927 
WDC Western Digital Corporation
+2.21%
+$6,737.83 
CSCO Cisco Systems, Inc.
+2.14%
+$21,182.31 
GWW W.W. Grainger, Inc.
+1.97%
+$39,480.18 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,997.45 
ORCL Oracle Corporation
+1.81%
+$17,796.24 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$15,559.18 
VZ Verizon Communications Inc.
+1.52%
+$7,028 
GE General Electric Company
+1.42%
+$8,213.99 
KLAC KLA Corporation
+1.38%
+$2,460.13 
WFC Wells Fargo & Company
+1.19%
+$5,439.66 
AMAT Applied Materials, Inc.
+1.18%
+$6,962.02 
CHD Church & Dwight Co., Inc.
+1.16%
+$3,175.3 
ITW Illinois Tool Works Inc.
+1.15%
+$4,979 
VUG Vanguard Growth ETF
+1.1%
+$28,697.01 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$60,121.46 
XLE Energy Select Sector SPDR Fund
+1%
+$14,981.28 
ADP Automatic Data Processing Inc.
+0.98%
+$7,428.09 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.97%
+$75,047.56 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$27,746.88 
TTE TotalEnergies SE
+0.95%
+$3,352.37 
UNP Union Pacific Corporation
+0.92%
+$4,675.19 
IBM International Business Machines Corporation
+0.86%
+$2,160.19 
GEV GE Vernova Inc.
+0.85%
+$3,980.49 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$3,306.26 
MCD McDonald's Corporation
+0.82%
+$6,140.23 
EMR Emerson Electric Co.
+0.79%
+$5,498.85 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$193,751.95 
TSLA Tesla, Inc.
+0.76%
+$27,932.72 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,004.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,447.55 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$83,267.07 
LRGF iShares U.S. Equity Factor ETF
+0.71%
+$5,754.22 
VOO Vanguard S&P 500 ETF
+0.71%
+$309,035.36 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$58,080.24 
CAT Caterpillar Inc.
+0.7%
+$6,214.31 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$173,325.42 
IVV iShares Core S&P 500 ETF
+0.69%
+$272,983.04 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$42,630.3 
PLTR Palantir Technologies Inc.
+0.65%
+$10,594.37 
CGGR Capital Group Growth ETF
+0.65%
+$27,585.09 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,634.8 
CGDV Capital Group Dividend Value ETF
+0.63%
+$18,808.94 
EXPE Expedia Group, Inc.
+0.62%
+$1,476.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$4,215 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$29,887.64 
PSX Phillips 66
+0.51%
+$6,031.69 
ACWI iShares MSCI ACWI ETF
+0.49%
+$2,407.76 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$122,842.41 
IYW iShares U.S. Technology ETF
+0.46%
+$265,861.58 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$5,229.25 
PAYX Paychex Inc.
+0.44%
+$2,467.89 
RTX RTX Corporation
+0.39%
+$3,716.16 
AVGO Broadcom Inc.
+0.37%
+$11,007.36 
PG Procter & Gamble Co
+0.37%
+$1,835.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,381.84 
BAC Bank of America Corporation
+0.36%
+$2,635.82 
GD General Dynamics Corporation
+0.32%
+$3,189.08 
MRK Merck & Co., Inc.
+0.32%
+$1,877.03 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$621.76 
INMD InMode Ltd.
+0.3%
+$5,523.7 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$4,570.26 
JPM JPMorgan Chase & Co.
+0.27%
+$17,316.68 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$20,141.69 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$429.66 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$4,829.97 
JNJ Johnson & Johnson
+0.21%
+$2,311.33 
ADI Analog Devices, Inc.
+0.2%
+$3,005.84 
TALK Talkspace Inc.
+0.19%
+$204.11 
MS Morgan Stanley
+0.17%
+$4,970.55 
CB Chubb Limited
+0.15%
+$1,843.87 
DELL Dell Technologies Inc.
+0.14%
+$432.88 
XYL Xylem Inc.
+0.13%
+$690.15 
C Citigroup Inc.
+0.1%
+$329 
AFL Aflac Inc.
+0.09%
+$1,279.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,372.77 
WMT Walmart Inc.
+0.09%
+$1,249.62 
ABT Abbott Laboratories
+0.09%
+$275.31 
HDV iShares Core High Dividend ETF
+0.04%
+$647.8 
DIS The Walt Disney Company
+0.03%
+$86.16 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$225.44 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$43.63 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$68.83 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$24.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 7840
78409V112
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.5M 
SYK Stryker Corporation
-6.42%
-$57,771.24 
LIN Linde plc
-5.95%
-$81,338.91 
MU Micron Technology, Inc.
-5.9%
-$86,996.45 
SNDK SanDisk Corporation
-5.09%
-$13,481.91 
GOSS Gossamer Bio Inc.
-4.49%
-$96.06 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$9,705.22 
TFPM Triple Flag Precious Metals Corp
-2.94%
-$21,750 
IBIT iShares Bitcoin Trust
-2.89%
-$8,855.24 
QCOM QUALCOMM Incorporated
-2.63%
-$11,275.77 
MPAA Motorcar Parts of America, Inc.
-2.62%
-$33,639.48 
EWY iShares MSCI South Korea ETF
-2.55%
-$7,484.31 
ABBV AbbVie Inc.
-2.51%
-$16,867.29 
ICE Intercontinental Exchange, Inc.
-2.42%
-$13,731.17 
ARKK ARK Innovation ETF Fund
-2.28%
-$37,499.4 
BA Boeing Company
-2.15%
-$7,473.18 
NFLX Netflix, Inc.
-2%
-$10,622.96 
PTH Invesco Dorsey Wright Health Care Momentum ETF
-1.97%
-$6,977.89 
AMD Advanced Micro Devices, Inc.
-1.9%
-$33,522.79 
UNH UnitedHealth Group Incorporated
-1.68%
-$18,806.23 
LRCX Lam Research Corporation
-1.58%
-$5,837.41 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$9,091.6 
NVS Novartis AG Sponsored ADR
-1.45%
-$4,094.54 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,485.14 
DAL Delta Air Lines, Inc.
-1.3%
-$3,401.7 
LYG Lloyds Banking Group Plc ADR
-1.28%
-$1,125.92 
MDLZ Mondelez International, Inc.
-1.22%
-$2,777.4 
TJX The TJX Companies, Inc.
-1.21%
-$12,587.45 
SHW The Sherwin-Williams Company
-1.16%
-$5,278.76 
NEE NextEra Energy, Inc.
-1.15%
-$3,643.07 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,751.47 
TXN Texas Instruments Inc
-1.08%
-$11,122.73 
LOW Lowe's Companies Inc.
-1.08%
-$5,956.49 
CTAS Cintas Corporation
-1.04%
-$4,721.74 
INTC Intel Corporation
-1.02%
-$5,705.55 
KO The Coca-Cola Company
-1.02%
-$4,463.1 
XOM Exxon Mobil Corporation
-0.97%
-$12,247.65 
EWJ iShares MSCI Japan ETF
-0.96%
-$5,228.1 
VHT Vanguard Health Care ETF
-0.76%
-$95,441.17 
MA Mastercard Incorporated
-0.74%
-$12,252.76 
BLK BlackRock, Inc.
-0.73%
-$6,272.27 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$3,634.78 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$30,624.99 
BRO Brown & Brown Inc.
-0.66%
-$3,870.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$18,637.69 
AMGN Amgen Inc.
-0.64%
-$4,077.14 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,344.7 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$80,764.74 
GS The Goldman Sachs Group, Inc.
-0.63%
-$8,696.15 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$5,757.99 
EFA iShares MSCI EAFE ETF
-0.62%
-$38,456.88 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$1,769.78 
PM Philip Morris International Inc.
-0.61%
-$2,370.6 
ECL Ecolab Inc.
-0.61%
-$1,511.64 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.58%
-$3,839.58 
SBUX Starbucks Corporation
-0.57%
-$1,725 
IYR iShares U.S. Real Estate ETF
-0.55%
-$5,223.52 
VNQ Vanguard Real Estate ETF
-0.54%
-$16,905.24 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$11,356.74 
LLY Eli Lilly and Company
-0.53%
-$9,679.27 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$2,645.32 
ALL Allstate Corporation
-0.49%
-$26,065.26 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$3,051.12 
PEP PepsiCo, Inc.
-0.46%
-$1,985.92 
DVY iShares Select Dividend ETF
-0.45%
-$10,753.62 
HD The Home Depot, Inc.
-0.42%
-$5,961.8 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$1,748.32 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$1,597.12 
VGT Vanguard Information Technology ETF
-0.38%
-$63,210 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$3,757.32 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,901.22 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$3,942.84 
CL Colgate-Palmolive Company
-0.33%
-$1,081.8 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.32%
-$1,415.4 
RY Royal Bank of Canada
-0.29%
-$3,965.68 
COR Cencora, Inc.
-0.28%
-$4,635.17 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$46,284.24 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,449.07 
VTV Vanguard Value ETF
-0.27%
-$5,381.3 
IWN iShares Russell 2000 Value ETF
-0.25%
-$4,894.27 
COST Costco Wholesale Corporation
-0.24%
-$4,370.7 
VB Vanguard Small-Cap ETF
-0.22%
-$8,744.08 
GTO Invesco Total Return Bond ETF
-0.22%
-$16,960.17 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$10,857.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$9,074.34 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$619.35 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$3,111.4 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$5,124.15 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$4,495.01 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$19,734.61 
IXUS iShares Core International Stock ETF
-0.15%
-$7,807.66 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$437.32 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$1,136.61 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$4,922.19 
MUB iShares National Muni Bond ETF
-0.11%
-$447.48 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$9,088 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$492.35 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$3,707.5 
SAN Banco Santander S.A. Sponsored ADR
-0.07%
-$134.92 
CMF iShares California Muni Bond ETF
-0.05%
-$5,946.84 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$171.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$706.44 
V Visa Inc. Class A
-0.04%
-$301.12 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$320.81 
CGIE Capital Group International Equity ETF
-0.03%
-$349.74 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,355.17 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$531.11 Events
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Dividends
Dividend Analysis
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| Trades 1236 | Longs Won 885/1236 71% | Profit Factor 12.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $738,673.42 |
| Average Win $179,369.97 | Best Trade (Aug 14) $20.69M | Sharpe Ratio -10 |
| Average Loss -$35,054.02 | Worst Trade (Mar 31) -$706,584.33 | Z-Score 17.42 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 3d | Expectancy $118,477.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 1,197 | $487,490 | $487,490 | - | - | - | 0.0 |
| AAPL Apple Inc. | 61,151 | $15.54M | $18.89M | - | $3.35M | 21.55% | -7.354% |
| ABBV AbbVie Inc. | 2,607 | $596,934.81 | $654,200.58 | - | $57,265.77 | 9.59% | -2.513% |
| ABT Abbott Laboratories | 3,059 | $353,828.27 | $323,336.3 | - | -$30,491.97 | -8.62% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 3,127 | $387,141.06 | $489,156.58 | - | $102,015.52 | 26.35% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 34,577 | $2.2M | $2.6M | - | $404,640.33 | 18.42% | -0.172% |
| ADI Analog Devices, Inc. | 4,062 | $980,625.99 | $1.49M | - | $511,793.43 | 52.19% | +0.202% |
| ADP Automatic Data Processing Inc. | 2,868 | $809,995.93 | $764,207.25 | - | -$45,788.68 | -5.65% | +0.982% |
| AFL Aflac Inc. | 10,660 | $1.14M | $1.36M | - | $216,730.02 | 18.97% | +0.094% |
| ALL Allstate Corporation | 20,050 | $4.13M | $5.29M | - | $1.16M | 28.16% | -0.49% |
| AMAT Applied Materials, Inc. | 1,180 | $543,694 | $599,050.61 | - | $55,356.61 | 10.18% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,628 | $515,524.28 | $1.73M | - | $1.21M | 235.09% | -1.904% |
| AMGN Amgen Inc. | 1,644 | $466,535.16 | $633,203.04 | - | $166,667.88 | 35.72% | -0.64% |
| AMZN Amazon.com Inc | 30,310 | $6.82M | $8.23M | - | $1.41M | 20.63% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 2,144 | $164,418.4 | $207,432 | - | $43,013.6 | 26.16% | +0.301% |
| ARKK ARK Innovation ETF Fund | 22,590 | $1.51M | $1.61M | - | $104,064.65 | 6.91% | -2.277% |
| ASML ASML Holding N.V. New York Registry Shares | 289 | $441,688.43 | $470,781 | - | $29,092.57 | 6.59% | -1.359% |
| AVGO Broadcom Inc. | 7,644 | $2.48M | $2.98M | - | $498,537.64 | 20.13% | +0.371% |
| BA Boeing Company | 1,570 | $345,136.49 | $339,339.8 | - | -$5,796.69 | -1.68% | -2.155% |
| BABA Alibaba Group Holding Limited SP ADR | 2,786 | $465,557 | $340,588.5 | - | -$124,968.5 | -26.84% | +5.098% |
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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 Bryan Molinar?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Information Technology ETF - $1.68M, Alphabet Inc - $1.06M, Invesco NASDAQ 100 ETF - $1.03M, Invesco FTSE RAFI Emerging Markets ETF - $971,913, and iShares Core S&P 500 ETF - $901,415.11. 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: Capital Group Growth ETF - $658,115.74, iShares Core S&P Small-Cap ETF - $526,510.15, Invesco California AMT-Free Municipal Bond ETF - $371,078.9, VANGUARD TOTAL STOCK MKT ETF - $360,725.95, and Accenture plc Class A - $300,944.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bryan Molinar's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.74M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $604,892.89, iShares Core S&P 500 ETF - $591,748.74, iShares Core MSCI EAFE ETF - $535,609.73, Invesco Total Return Bond ETF - $459,053.74, and iShares California Muni Bond ETF - $425,482.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bryan Molinar's monthly returns?
Bryan Molinar'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 Bryan Molinar's strategy be considered aggressive or moderate?
Bryan Molinar'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 Bryan Molinar's strategy?
Bryan Molinar'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.
