Ed West Portfolio
Invests via Values First Advisors Inc. | Managed by Alex Ellis, Benji Nunn, Mike Mitchell
Invests via Values First Advisors Inc.
Managed by Alex Ellis, Benji Nunn, Mike Mitchell
Automatically Tracked
Ed West Profile
With a robust background in entrepreneurial ventures and capital markets, Ed West has distinguished himself as a thought leader in the financial landscape. He is renowned for his dynamic approach to business development and strategic partnerships across various sectors. His diverse experiences encompass building startups from the ground up, showcasing an ability to innovate within competitive environments. Known for fostering strong networks, he effectively leverages these connections to drive growth opportunities and enhance market reach. With a keen focus on identifying emerging trends and potential disruptions, Ed’s insights contribute significantly to discussions around investment prospects.
With a robust background in entrepreneurial ventures and capital markets, Ed West has distinguished himself as a thought leader in the financial landscape. He is renowned for his dynamic approach to business development and strategic partnerships across various sectors. His diverse experiences encompass building startups from the ground up, showcasing an ability to innovate within competitive environments. Known for fostering strong networks, he effectively leverages these connections to drive growth opportunities and enhance market reach. With a keen focus on identifying emerging trends and potential disruptions, Ed’s insights contribute significantly to discussions around investment prospects.
Investment Philosophy & Strategy
Opportunity recognition is at the heart of Ed West's investment strategy. By harnessing his extensive entrepreneurial background and market acumen, he identifies high-potential ventures that exhibit both innovation and scalability. With a distinct emphasis on transformative business models, he seeks out opportunities where conventional wisdom may overlook untapped potential. His ability to forge strategic alliances further amplifies growth trajectories for investments in evolving sectors. Driven by an acute awareness of trends poised to disrupt markets, decision-making tends to focus on dynamic industry shifts that promise robust returns.
Opportunity recognition is at the heart of Ed West's investment strategy. By harnessing his extensive entrepreneurial background and market acumen, he identifies high-potential ventures that exhibit both innovation and scalability. With a distinct emphasis on transformative business models, he seeks out opportunities where conventional wisdom may overlook untapped potential. His ability to forge strategic alliances further amplifies growth trajectories for investments in evolving sectors. Driven by an acute awareness of trends poised to disrupt markets, decision-making tends to focus on dynamic industry shifts that promise robust returns.
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:
34.18%
Gain -0.76%
Monthly
0.68%
Yearly
8.47%
Drawdown
22.28%
$594.96M
Equity
Holdings
$594.96M
Investment
$600.46M
$49.98M
Profit -$3.61M
Realized
$55.48M
Unrealized
-$5.5M
Dividends
$20.99M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.76%
Profit
-$3.61M
Win %
61%
This Week
Compared To Last Week
Gain
-1.46%
Profit
-$8.81M
Win %
61%
This Month
Compared to last month
Gain
-1.84%
Profit
-$11.15M
Win %
61%
This Year
Compared to last year
Gain
-2.94%
Profit
-$18M
Win %
64%
MPWR Monolithic Power Systems, Inc.
+8.35%
+$1.08M 
WY Weyerhaeuser Company
+6.51%
+$7.65 
GH Guardant Health Inc.
+6.33%
+$19.28 
VRT Vertiv Holdings Co
+6.18%
+$28.14 
COHR Coherent Corp.
+5.55%
+$41.49 
ANET Arista Networks, Inc.
+5.46%
+$18.66 
INOD Innodata Inc.
+4.59%
+$124,942.44 
NEOG Neogen Corporation
+4.42%
+$1.02 
LBRT Liberty Energy Inc.
+4.23%
+$6.08 
CGNX Cognex Corporation
+4.18%
+$13,445.84 
NGVT Ingevity Corporation
+4.16%
+$235,538.88 
MDB MongoDB Inc.
+3.56%
+$116 
FERG Ferguson Enterprises Inc
+3.52%
+$135.49 
AMKR Amkor Technology Inc.
+3.34%
+$42,157.85 
TT Trane Technologies plc
+3.33%
+$220.05 
LSTR Landstar System Inc.
+3.21%
+$795,038.88 
UHS Universal Health Services, Inc.
+3.15%
+$93,266.68 
BMI Badger Meter Inc.
+3.04%
+$197,747.06 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$118.2 
NVDA NVIDIA Corporation
+2.93%
+$29,652.07 
GNRC Generac Holdings Inc.
+2.71%
+$51,246 
MTD Mettler-Toledo International Inc.
+2.58%
+$2M 
ORLY O'Reilly Automotive Inc.
+2.28%
+$21.89 
FAST Fastenal Co.
+2.25%
+$4.2 
DGII Digi International Inc.
+2.24%
+$9.18 
EOG EOG Resources, Inc.
+2.19%
+$1,341.96 
CDNS Cadence Design Systems, Inc.
+2.16%
+$43.2 
CSCO Cisco Systems, Inc.
+2.14%
+$7.29 
LQDT Liquidity Services Inc.
+2.12%
+$4.05 
ROK Rockwell Automation, Inc.
+1.93%
+$90.7 
DV DoubleVerify Holdings Inc.
+1.9%
+$64,654.8 
PANW Palo Alto Networks, Inc.
+1.89%
+$36.9 
FIX Comfort Systems USA, Inc.
+1.88%
+$382.2 
DCI Donaldson Company, Inc.
+1.71%
+$1,099.68 
CINF Cincinnati Financial Corporation
+1.69%
+$5,135.93 
ENTG Entegris, Inc.
+1.66%
+$22,065.59 
KMI Kinder Morgan, Inc.
+1.64%
+$7,081.88 
FANG Diamondback Energy Inc
+1.59%
+$47,989.38 
OALC OneAscent Large Cap Core ETF
+1.59%
+$2,874.82 
AIT Applied Industrial Technologies Inc.
+1.58%
+$413,147.26 
CDW CDW Corporation
+1.55%
+$24,531.75 
PWR Quanta Services Inc.
+1.43%
+$13,882.41 
SITM SiTime Corporation
+1.39%
+$303,191.2 
KLAC KLA Corporation
+1.38%
+$49,259.87 
MSI Motorola Solutions, Inc.
+1.14%
+$32,237.2 
FDMT 4D Molecular Therapeutics, Inc.
+1.09%
+$2,189.88 
RBRK Rubrik, Inc.
+1.09%
+$673.14 
BKR Baker Hughes Company
+0.98%
+$19,623.4 
XMTR Xometry Inc.
+0.95%
+$2.43 
UNP Union Pacific Corporation
+0.92%
+$18,142.72 
DTM Dt Midstream Inc.
+0.9%
+$30,330.57 
WMB The Williams Companies, Inc.
+0.89%
+$1.26 
GEV GE Vernova Inc.
+0.85%
+$174.51 
TRIN Trinity Capital Inc.
+0.8%
+$0.84 
BIBL Inspire 100 ETF
+0.8%
+$5,916.79 
OAIM OneAscent International Equity ETF
+0.78%
+$2,114.65 
TRGP Targa Resources Corp.
+0.76%
+$720,365.8 
CTRE CareTrust REIT Inc.
+0.72%
+$622.5 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$100,803.73 
CAT Caterpillar Inc.
+0.7%
+$85.05 
WCN Waste Connections Inc.
+0.67%
+$222 
CSV Carriage Services Inc.
+0.62%
+$7.5 
TER Teradyne, Inc.
+0.6%
+$358,045.03 
STAA Staar Surgical Company
+0.58%
+$3,249.12 
EGY Vaalco Energy Inc.
+0.57%
+$0.75 
APH Amphenol Corporation
+0.55%
+$34,390.01 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$24,091.91 
NMAX Newsmax Inc.
+0.52%
+$516.36 
ESIM Eventide International ETF
+0.52%
+$3,177.6 
DT Dynatrace, Inc.
+0.5%
+$4,015.26 
TMDX TransMedics Group Inc.
+0.5%
+$2,444.92 
XPEL XPEL, Inc.
+0.5%
+$3,378.1 
ESLG Eventide Large Cap Growth ETF
+0.49%
+$287.5 
HCKT The Hackett Group, Inc.
+0.47%
+$307.1 
AXON Axon Enterprise, Inc.
+0.47%
+$81.18 
OHI Omega Healthcare Investors Inc.
+0.46%
+$12.42 
INSP Inspire Medical Systems, Inc.
+0.38%
+$15,057.12 
AVGO Broadcom Inc.
+0.37%
+$90.72 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$292.02 
GBX Greenbrier Companies, Inc.
+0.35%
+$25.5 
TTC The Toro Company
+0.32%
+$374.68 
CASS Cass Information Systems, Inc.
+0.29%
+$2,782.4 
MG Mistras Group Inc
+0.26%
+$80 
CLMB Climb Global Solutions Inc.
+0.26%
+$1,453.97 
SO The Southern Company
+0.21%
+$5.4 
ESUM Eventide US Market ETF
+0.19%
+$1,861.51 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$1,111.2 
KNSL Kinsale Capital Group Inc.
+0.15%
+$10,505.74 
DELL Dell Technologies Inc.
+0.14%
+$7.84 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$275.39 
ISRG Intuitive Surgical, Inc.
+0.1%
+$0.72 
WM Waste Management, Inc.
+0.1%
+$3.96 
TECH Bio-Techne Corporation
+0.08%
+$37.8 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$15,232.2 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$7.92 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$99.39 
SHV iShares Short Treasury Bond ETF
+0.03%
+$278.58 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$124 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$424.84 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$67.34 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$183.06 
VGUS Vanguard Ultra Short-Term Treasury Fund
+0.02%
+$15.71 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$520.32 
AFG American Financial Group Inc.
+0.01%
+$30.58 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$46.19 
ELCV Eventide High Dividend ETF
+0.01%
+$46.04 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
SRCE 1st Source Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 ESSC
ESSC
0%
$0 
VCYT Veracyte Inc.
-22.52%
-$501,277.32 
OLN Olin Corporation
-16.51%
-$150,524.82 
BBNX Beta Bionics Inc.
-10.09%
-$7.2 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$16.65 
XNCR Xencor Inc.
-5.96%
-$14,357.76 
LIN Linde plc
-5.95%
-$393.38 
MIRM Mirum Pharmaceuticals Inc.
-5.9%
-$39,255.68 
WGS GeneDx Holdings Corp.
-5.58%
-$296.45 
NTLA Intellia Therapeutics Inc.
-3.7%
-$57,510.7 
SRRK Scholar Rock Holding Corporation
-3.46%
-$28.82 
SII Sprott Inc.
-3.43%
-$111,509.16 
LOPE Grand Canyon Education Inc.
-3.19%
-$40,518.61 
RCKT Rocket Pharmaceuticals Inc.
-3.12%
-$3,744.6 
RELY Remitly Global, Inc.
-2.9%
-$35.36 
INSM Insmed Inc.
-2.85%
-$31,859.36 
AJG Arthur J. Gallagher & Co.
-2.75%
-$436,064.02 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$39,868.86 
SSYS Stratasys Ltd.
-2.62%
-$46.41 
COLD Americold Realty Trust
-2.56%
-$7,472.52 
IAG Iamgold Corporation
-2.54%
-$3,811.74 
IDYA Ideaya Biosciences Inc.
-2.47%
-$21,501.9 
ICE Intercontinental Exchange, Inc.
-2.42%
-$129,159.41 
RVMD Revolution Medicines Inc.
-2.42%
-$62,616.8 
XENE Xenon Pharmaceuticals Inc.
-2.37%
-$40,918.4 
ARGX argenx SE American Depositary Receipt
-2.15%
-$656.6 
SLV iShares Silver Trust
-2.13%
-$33.06 
CRUS Cirrus Logic, Inc.
-1.9%
-$42,885.69 
TOST Toast Inc.
-1.77%
-$1.16 
DHI D.R. Horton, Inc.
-1.7%
-$13,098.42 
COLL Collegium Pharmaceutical Inc.
-1.64%
-$20.65 
PII Polaris Inc.
-1.63%
-$82,401.81 
IRTC Irhythm Technologies Inc.
-1.6%
-$53.48 
NLY Annaly Capital Management, Inc.
-1.56%
-$1,054.08 
GLD SPDR Gold Shares
-1.49%
-$562 
IAU iShares Gold Trust
-1.46%
-$3.39 
IEX IDEX Corporation
-1.42%
-$74,567.2 
NI NiSource Inc.
-1.42%
-$0.64 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$13,486.4 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$0.52 
FIZZ National Beverage Corp.
-1.31%
-$4,496.11 
NNN NNN REIT, Inc.
-1.29%
-$681.38 
NHC National HealthCare Corporation
-1.28%
-$42,186.07 
JBIO Jade Biosciences Inc.
-1.25%
-$2,797.75 
FTDR Frontdoor, Inc.
-1.21%
-$9,860.31 
GNTX Gentex Corporation
-1.18%
-$88.48 
SHW The Sherwin-Williams Company
-1.16%
-$3.99 
SRE Sempra
-1.15%
-$16,735.44 
NEE NextEra Energy, Inc.
-1.15%
-$22,673.49 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$24,882.87 
LOW Lowe's Companies Inc.
-1.08%
-$15,597.18 
AMSF Amerisafe Inc.
-1.06%
-$0.93 
NDAQ Nasdaq, Inc.
-1.02%
-$2.91 
COKE Coca-Cola Consolidated Inc.
-1.02%
-$8,681.18 
RPRX Royalty Pharma plc
-1%
-$695.02 
ROL Rollins, Inc.
-0.99%
-$8,263.86 
CHWY Chewy Inc.
-0.96%
-$12,659.9 
MCHP Microchip Technology Incorporated
-0.96%
-$79,989.34 
HWKN Hawkins Inc.
-0.92%
-$7,009.11 
TPIF Timothy Plan International ETF
-0.89%
-$1,584.06 
INGR Ingredion Inc.
-0.87%
-$16,831.02 
LMAT Lemaitre Vascular Inc.
-0.85%
-$2,087.13 
SKT Tanger Factory Outlet Centers, Inc.
-0.83%
-$2.72 
DHC Diversified Healthcare Trust
-0.78%
-$3,096.87 
GGG Graco Inc.
-0.76%
-$224.48 
SPGI S&P Global Inc.
-0.74%
-$125.87 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$7,767.56 
STAG Stag Industrial Inc.
-0.73%
-$9.24 
MZTI The Marzetti Company
-0.69%
-$7,422.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$3,839.55 
AMGN Amgen Inc.
-0.64%
-$99.2 
BE Bloom Energy Corporation
-0.63%
-$41.92 
IRDM Iridium Communications Inc.
-0.63%
-$9,147.3 
EME EMCOR Group, Inc.
-0.62%
-$74,994.29 
OASC Oneascent Small Cap Core ETF
-0.6%
-$98.19 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$123.75 
EBS Emergent BioSolutions Inc.
-0.55%
-$167.12 
FIVN Five9 Inc.
-0.54%
-$11,341.8 
ITRN Ituran Location and Control Ltd.
-0.54%
-$12.9 
CENT Central Garden & Pet Company
-0.53%
-$1,245 
LLY Eli Lilly and Company
-0.53%
-$55.17 
WELL Welltower Inc.
-0.51%
-$193.97 
CENTA Central Garden & Pet Company Class A Common Stock Nonvoting
-0.45%
-$34 
HD The Home Depot, Inc.
-0.42%
-$11.12 
SLP Simulations Plus, Inc.
-0.38%
-$4,045.44 
ETR Entergy Corporation
-0.38%
-$527.67 
VGT Vanguard Information Technology ETF
-0.38%
-$1,259.04 
AXP American Express Company
-0.38%
-$8,596.56 
ENSG The Ensign Group, Inc.
-0.37%
-$1,249.55 
CMS CMS Energy Corporation
-0.37%
-$3,887.46 
MDT Medtronic plc
-0.37%
-$24 
DG Dollar General Corporation
-0.35%
-$15.3 
ELAN Elanco Animal Health Incorporated
-0.34%
-$1,327.86 
CEG Constellation Energy Corporation
-0.31%
-$4,172.31 
VST Vistra Corp
-0.29%
-$4.3 
LCII LCI Industries Inc.
-0.28%
-$8,775.98 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$714.22 
ISMD Inspire Small/Mid Cap ETF
-0.28%
-$41.72 
RBA Rb Global Inc.
-0.24%
-$42.12 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$19.47 
LSCC Lattice Semiconductor Corporation
-0.21%
-$61.36 
MEDP Medpace Holdings Inc.
-0.21%
-$44,024.05 
ESLV Eventide Large Cap Value ETF
-0.18%
-$570.7 
FITB Fifth Third Bancorp
-0.16%
-$0.36 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$25.08 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$711.84 
KIM Kimco Realty Corporation
-0.12%
-$0.33 
EXR Extra Space Storage Inc.
-0.12%
-$2.21 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$133.78 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$10.22 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$92.99 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$28.79 
SOVF Sovereign's Capital Flourish Fund
-0.01%
-$37.33 Events
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Dividends
Dividend Analysis
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| Trades 4630 | Longs Won 2683/4630 57% | Profit Factor 1.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $348,323.19 |
| Average Win $49,764.45 | Best Trade (Aug 24) $10.93M | Sharpe Ratio -44.12 |
| Average Loss -$42,907.57 | Worst Trade (Sep 01) -$24.94M | Z-Score -12.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 5d | Expectancy $10,794.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AFG American Financial Group Inc. | 1,529 | $189,335.95 | $216,689.88 | - | $27,353.93 | 14.45% | +0.014% |
| AIT Applied Industrial Technologies Inc. | 77,080 | $26.06M | $26.61M | - | $544,184.8 | 2.09% | +1.577% |
| AJG Arthur J. Gallagher & Co. | 61,941 | $14.22M | $15.45M | - | $1.23M | 8.65% | -2.745% |
| ALNY Alnylam Pharmaceuticals Inc | 13,008 | $3.64M | $2.67M | - | -$968,154.23 | -26.59% | +0.019% |
| AMGN Amgen Inc. | 40 | $14,074 | $15,406.4 | - | $1,332.4 | 9.47% | -0.64% |
| AMKR Amkor Technology Inc. | 26,185 | $2.16M | $1.31M | - | -$850,226.95 | -39.43% | +3.336% |
| AMSF Amerisafe Inc. | 3 | $99.99 | $87.12 | - | -$12.87 | -12.87% | -1.056% |
| ANET Arista Networks, Inc. | 2 | $262.06 | $360.7 | - | $98.64 | 37.64% | +5.456% |
| APH Amphenol Corporation | 156,320 | $3.94M | $6.28M | - | $2.34M | 59.22% | +0.551% |
| ARGX argenx SE American Depositary Receipt | 35 | $32,471.95 | $29,883.7 | - | -$2,588.25 | -7.97% | -2.15% |
| ASML ASML Holding N.V. New York Registry Shares | 601 | $1.2M | $979,029 | - | -$216,624.4 | -18.12% | -1.359% |
| AVGO Broadcom Inc. | 63 | $19,499.13 | $24,524.64 | - | $5,025.51 | 25.77% | +0.371% |
| AXON Axon Enterprise, Inc. | 33 | $17,739.01 | $17,416.08 | - | -$322.93 | -1.82% | +0.468% |
| AXP American Express Company | 6,769 | $2.18M | $2.28M | - | $93,970.58 | 4.31% | -0.376% |
| AXSM Axsome Therapeutics, Inc. | 1 | $169.02 | $217.99 | - | $48.97 | 28.97% | -7.096% |
| BBNX Beta Bionics Inc. | 5 | $50.1 | $64.15 | - | $14.05 | 28.04% | -10.091% |
| BE Bloom Energy Corporation | 32 | $4,335.68 | $6,585.92 | - | $2,250.24 | 51.9% | -0.632% |
| BIBL Inspire 100 ETF | 13,760 | $501,965.55 | $749,507.2 | - | $247,541.65 | 49.31% | +0.796% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 3,313 | $303,014.92 | $303,735.84 | - | $720.92 | 0.24% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 6,200 | $615,427.69 | $616,528 | - | $1,100.31 | 0.18% | +0.02% |
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FAQ
Which stocks have generated the highest profits for Ed West?
The largest contributions to the portfolio's profits come from the following stocks: Xometry Inc - $3.69M, The Ensign Group, Inc - $2.76M, Tanger Factory Outlet Centers, Inc - $2.69M, GE Vernova Inc - $2.55M, and Guardant Health Inc - $2.5M. 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: Medifast Inc - $1.66M, Zentalis Pharmaceuticals, Inc - $1.34M, Simulations Plus, Inc - $1.22M, Veeva Systems Inc - $636,227.91, and Occidental Petroleum Corporation - $633,552.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ed West's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.99M earned over time. The largest contributors to dividend income include PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $1.74M, American Financial Group Inc - $1.19M, Vanguard Short-Term Treasury Fund - $939,675.72, iShares Short Maturity Bond ETF - $728,871.31, and NNN REIT, Inc - $722,777.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ed West's monthly returns?
Ed West's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ed West's strategy be considered aggressive or moderate?
Ed West's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ed West's strategy?
Ed West'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.
