Legacy Wealth Managment LLC/ID Portfolio
Invests via Legacy Wealth Managment LLC/ID | Managed by Jefferson H. West
Invests via Legacy Wealth Managment LLC/ID
Managed by Jefferson H. West
Automatically Tracked
Company Profile
Established as a boutique registered investment adviser, Legacy Wealth Managment LLC/ID provides fiduciary wealth management, financial planning and retirement solutions to high-net-worth individuals and small institutions. The firm emphasizes discretionary portfolio management, customized asset allocation across equities, fixed income and alternative strategies, and fee-based advisory relationships. Operationally it typically partners with custodians and third-party tax and trust services, positioning itself as a regional wealth manager serving clients with multi-generational planning needs.
Established as a boutique registered investment adviser, Legacy Wealth Managment LLC/ID provides fiduciary wealth management, financial planning and retirement solutions to high-net-worth individuals and small institutions. The firm emphasizes discretionary portfolio management, customized asset allocation across equities, fixed income and alternative strategies, and fee-based advisory relationships. Operationally it typically partners with custodians and third-party tax and trust services, positioning itself as a regional wealth manager serving clients with multi-generational planning needs.
Investment Philosophy & Strategy
As a fiduciary boutique wealth manager, Legacy Wealth Managment LLC/ID prioritizes customized, multi-generational capital stewardship, employing discretionary asset allocation across equities, fixed income and alternatives to balance growth and income. It favors tax-aware, fee-based strategies, pragmatic risk controls, and liability-driven planning for retirement and trust beneficiaries. Portfolio construction emphasizes diversified core holdings with targeted opportunistic allocations, custodian partnerships, and integrated tax/trust coordination to preserve capital, manage drawdowns, and deliver reliable long-term net-of-fee outcomes.
As a fiduciary boutique wealth manager, Legacy Wealth Managment LLC/ID prioritizes customized, multi-generational capital stewardship, employing discretionary asset allocation across equities, fixed income and alternatives to balance growth and income. It favors tax-aware, fee-based strategies, pragmatic risk controls, and liability-driven planning for retirement and trust beneficiaries. Portfolio construction emphasizes diversified core holdings with targeted opportunistic allocations, custodian partnerships, and integrated tax/trust coordination to preserve capital, manage drawdowns, and deliver reliable long-term net-of-fee outcomes.
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:
-2.89%
Gain +0.41%
Monthly
-0.13%
Yearly
-1.51%
Drawdown
41.77%
$227.09M
Equity
Holdings
$227.09M
Investment
$228.7M
-$5.92M
Profit +$844,062.04
Realized
-$4.31M
Unrealized
-$1.61M
Dividends
$20.35M
Goals
Avg. 45% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$844,062.04
Win %
69%
This Week
Compared To Last Week
Gain
0.32%
Profit
$719,269.71
Win %
69%
This Month
Compared to last month
Gain
0.48%
Profit
$1.09M
Win %
69%
This Year
Compared to last year
Gain
-2.06%
Profit
-$4.78M
Win %
62%
NEOVW Neovolta Inc. Warrant
+14.75%
+$884,212.38 
ETHU 2X Ether ETF
+9.26%
+$66,845.1 
XRPZ Franklin XRP ETF
+8.7%
+$21,490.94 
TSLA Tesla, Inc.
+7.01%
+$57,066.14 
VRT Vertiv Holdings Co
+4.84%
+$8,834.17 
YGLD Simplify Gold Strategy PLUS Income ETF
+4.75%
+$55,167.75 
BITO ProShares Bitcoin ETF
+4.73%
+$64,283.78 
IBIT iShares Bitcoin Trust
+4.69%
+$28,392.23 
TQQQ ProShares UltraPro QQQ
+3.94%
+$9,803.72 
META Meta Platforms Inc Class A
+3.63%
+$14,991.85 
MSFT Microsoft Corp.
+3.53%
+$34,390.23 
UPRO ProShares UltraPro S&P500
+3.29%
+$8,039.3 
GDX VanEck Gold Miners ETF
+3.17%
+$31,922.79 
REAX Real Brokerage Inc.
+2.44%
+$522.23 
INTC Intel Corporation
+2.41%
+$3,472 
SLV iShares Silver Trust
+2.4%
+$33,916.7 
NVDA NVIDIA Corporation
+2.23%
+$48,911.04 
GEV GE Vernova Inc.
+2.21%
+$7,531.29 
PWR Quanta Services Inc.
+2.18%
+$5,154.83 
EWJ iShares MSCI Japan ETF
+2.18%
+$10,177.51 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.98%
+$33,373.31 
GLD SPDR Gold Shares
+1.94%
+$21,855.6 
GOOGL Alphabet Inc
+1.91%
+$13,087.05 
GLDM SPDR Gold MiniShares Trust
+1.89%
+$23,044.81 
GOOG Alphabet Inc
+1.88%
+$7,931.64 
ILDR First Trust Innovation Leaders ETF
+1.83%
+$19,041.4 
EONR Eon Resources Inc.
+1.81%
+$517.34 
MGK Vanguard Mega Cap Growth ETF
+1.73%
+$24,191.61 
AMZN Amazon.com Inc
+1.69%
+$18,714.02 
VUG Vanguard Growth ETF
+1.62%
+$15,808.86 
QPX AdvisorShares Q Dynamic Growth ETF
+1.61%
+$9,961.6 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.6%
+$104,008.02 
IGLD FT Vest Gold Strategy Target Fund
+1.54%
+$7,314.12 
JPM JPMorgan Chase & Co.
+1.47%
+$8,037.75 
IWF iShares Russell 1000 Growth ETF
+1.47%
+$3,028.68 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.47%
+$19,526.83 
XLK State Street Technology Select Sector SPDR ETF
+1.4%
+$22,821.51 
XLF Financial Select Sector SPDR Fund
+1.33%
+$23,463.44 
QQQ Invesco QQQ Trust, Series 1
+1.32%
+$13,677.01 
QQQM Invesco NASDAQ 100 ETF
+1.31%
+$39,103.75 
DUOL Duolingo, Inc.
+1.26%
+$8,932.05 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.25%
+$6,047.86 
VOT Vanguard Mid-Cap Growth ETF
+1.23%
+$3,647.28 
SCHF Schwab International Equity ETF
+1.21%
+$9,107.24 
IEFA iShares Core MSCI EAFE ETF
+1.19%
+$18,040.4 
BDYN iShares Dynamic Equity Active ETF
+1.18%
+$53,424.36 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.18%
+$18,572.61 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.17%
+$2,398.2 
XXV Simplify Ancorato Target 25 Distribution ETF
+1.15%
+$154,857.79 
ESGU iShares ESG Aware MSCI USA ETF
+1.14%
+$7,795.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.13%
+$13,654.35 
IVV iShares Core S&P 500 ETF
+1.12%
+$30,161.85 
VOO Vanguard S&P 500 ETF
+1.12%
+$5,491.46 
WCMI First Trust WCM International Equity ETF
+1.12%
+$15,669.94 
SPY SPDR S&P 500 ETF Trust
+1.12%
+$6,474.15 
FPI Farmland Partners Inc.
+1.1%
+$1,519.72 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+1.09%
+$32,350.84 
CAIE Calamos Autocallable Income ETF
+1.08%
+$3,794.07 
WEC WEC Energy Group Inc.
+1.05%
+$7,478.07 
FIP FTAI Infrastructure Inc.
+1.04%
+$3,431.89 
ETN Eaton Corporation plc
+1.03%
+$2,162.76 
RDVY First Trust Rising Dividend Achievers ETF
+1.02%
+$32,202.34 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.97%
+$3,927 
IQLT iShares MSCI International Quality Factor ETF
+0.97%
+$2,394.81 
IWR iShares Russell Mid-Cap ETF
+0.96%
+$2,359.35 
FTGS First Trust Growth Strength ETF
+0.95%
+$4,380.68 
QJUN FT Vest Nasdaq-100 Buffer ETF
+0.93%
+$2,450.38 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.92%
+$34,621.25 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.92%
+$4,923.52 
RDVI FT Vest Rising Dividend Achievers Fund
+0.88%
+$16,588.26 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$7,021.8 
IEUR iShares Core MSCI Europe ETF
+0.81%
+$7,176.87 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$4,022.55 
UNH UnitedHealth Group Incorporated
+0.75%
+$1,626.56 
IJH iShares Core S&P Mid-Cap ETF
+0.74%
+$7,715.06 
RAAX VanEck Real Assets ETF
+0.73%
+$1,586.7 
SVOL Simplify Volatility Premium ETF
+0.72%
+$5,375.52 
FMAY FT Vest U.S. Equity Buffer ETF
+0.71%
+$4,699.83 
FSK FS KKR Capital Corp.
+0.69%
+$990.34 
MTUM iShares MSCI USA Momentum Factor ETF
+0.68%
+$8,628.89 
BUFQ FT Nasdaq Buffer ETF July.
+0.66%
+$44,709.29 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.65%
+$21,384.58 
AAPL Apple Inc.
+0.63%
+$12,485.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.63%
+$5,070.33 
VTV Vanguard Value ETF
+0.62%
+$6,812.81 
GVAL Cambria Global Value ETF
+0.62%
+$1,500 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.62%
+$2,158.79 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.62%
+$6,769.84 
SPMO Invesco S&P 500 Momentum ETF
+0.61%
+$2,241 
VLUE iShares MSCI USA Value Factor ETF
+0.61%
+$7,778.03 
SNDK SanDisk Corporation
+0.58%
+$13,913.51 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.56%
+$7,645.56 
MGV Vanguard Mega Cap Value ETF
+0.55%
+$6,208.16 
HIGH Simplify Enhanced Income ETF
+0.51%
+$6,789.54 
IEMG iShares Core MSCI Emerging Markets ETF
+0.49%
+$2,172 
ECC Eagle Point Credit Company Inc.
+0.48%
+$425.07 
MSIF MSC Income Fund Inc.
+0.48%
+$4,317 
BUFR FT Vestladder Buffer ETF-USD I
+0.47%
+$33,548.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.46%
+$1,264.26 
FTXL First Trust Nasdaq Semiconductor ETF
+0.44%
+$9,191.72 
O Realty Income Corporation
+0.43%
+$4,492.02 
SMH VanEck Semiconductor ETF
+0.43%
+$1,854.17 
XV Simplify Target 15 Distribution ETF
+0.41%
+$1,190.51 
IJR iShares Core S&P Small-Cap ETF
+0.41%
+$2,218.91 
VWO Vanguard FTSE Emerging Markets ETF
+0.4%
+$1,572.3 
JEPI JPMorgan Equity Premium Income Fund
+0.39%
+$5,566.44 
SPHQ Invesco S&P 500 Quality ETF
+0.37%
+$4,208.4 
IWM iShares Russell 2000 ETF
+0.36%
+$1,059.21 
BRK-B Berkshire Hathaway Inc.
+0.35%
+$1,035.45 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.35%
+$27,349.46 
SBAR Simplify Barrier Income ETF
+0.34%
+$962.85 
CAT Caterpillar Inc.
+0.34%
+$917.28 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.3%
+$1,194.37 
TLT iShares 20+ Year Treasury Bond ETF
+0.3%
+$756.07 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.3%
+$2,835.68 
MBB iShares MBS ETF
+0.24%
+$541.58 
BALT Inn Defined Wealth Shield Mutual Fund
+0.23%
+$683.38 
FTCB First Trust Core Investment Grade ETF
+0.22%
+$610.51 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.2%
+$1,166.37 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$1,049.02 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.19%
+$3,466 
AGG iShares Core U.S. Aggregate Bond ETF
+0.19%
+$3,027.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.19%
+$3,201.5 
JBND JPMorgan Active Bond ETF
+0.18%
+$2,743.6 
IEF iShares 7-10 Year Treasury Bond ETF
+0.18%
+$3,202.16 
BINC iShares Flexible Income Active ETF
+0.17%
+$948.68 
HYBL SPDR Blackstone High Income Fund
+0.16%
+$1,571 
JCPB JPMorgan Core Plus Bond ETF
+0.15%
+$2,325.68 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.15%
+$8,297.12 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.14%
+$1,570.8 
RSBA Return Stacked Bonds & Managed Risk ETF
+0.14%
+$1,417.95 
DMX DoubleLine Multi-Sector Income ETF
+0.13%
+$332.74 
JSCP JPMorgan Short Duration Core Plus ETF
+0.13%
+$1,388.4 
MLN VanEck Long Muni ETF
+0.12%
+$1,395.39 
COST Costco Wholesale Corporation
+0.11%
+$647.88 
DSMC Distillate Small/Mid Cash Flow ETF
+0.09%
+$476.53 
HIPS GraniteShares HIPS US High Income ETF
+0.09%
+$242.79 
HGER Harbor Commodity All-Weather Fund
+0.07%
+$289.68 
FTSM First Trust Enhanced Short Maturity Fund
+0.07%
+$2,193.26 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$511 
GSY Invesco Ultra Short Duration ETF
+0.06%
+$434.85 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.06%
+$897.09 
FTSL First Trust Senior Loan ETF
+0.06%
+$624.75 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.03%
+$162.72 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$100.89 
AMD Advanced Micro Devices, Inc.
+0.03%
+$53.3 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$262.5 
SHV iShares Short Treasury Bond ETF
+0.03%
+$380.81 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$208.3 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$938.03 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$862.23 
RAVI FlexShares Ultra-Short Income Fund
+0.01%
+$75.11 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$35.32 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
EIPX FT Energy Income Partners Strategy ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 HIMU
HIMU
0%
$0 FSSL
FSSL
0%
$0 QMMY
QMMY
0%
$0 
LIXT Lixte Biotechnology Holdings Inc.
-6%
-$276,307.74 
PDC Perpetuals.com Ltd
-5.42%
-$135,905.76 
STEX BioSig Technologies, Inc.
-3.52%
-$166,516.89 
AVGO Broadcom Inc.
-3.1%
-$27,378.94 
HIMS Hims & Hers Health, Inc.
-2.7%
-$8,906.3 
ASML ASML Holding N.V. New York Registry Shares
-2.16%
-$5,118.31 
FLNG Flex LNG Ltd.
-2.01%
-$6,029.44 
ALOY Blackboxstocks Inc.
-1.91%
-$67,303.27 
CRGY Crescent Energy Inc.
-1.9%
-$7,168.76 
SM SM Energy Company
-1.79%
-$6,451.33 
CTA Simplify Managed Futures Strategy ETF
-1.49%
-$7,432.12 
CLGN CollPlant Biotechnologies Ltd.
-1.4%
-$111.26 
REI Ring Energy Inc.
-1%
-$314.93 
NXDT NexPoint Diversified Real Estate Trust
-0.72%
-$2,576.36 
FJET Starfighters Space, Inc.
-0.71%
-$200 
CION Cion Investment Corporation
-0.6%
-$5,452.6 
MU Micron Technology, Inc.
-0.5%
-$2,174.13 
KLAC KLA Corporation
-0.46%
-$590.91 
VDE Vanguard Energy ETF
-0.45%
-$2,583 
DEA Easterly Government Properties, Inc.
-0.41%
-$2,125.7 
VNOM Viper Energy Inc. Class A Common Stock
-0.35%
-$2,703.62 
KRP Kimbell Royalty Partners, LP
-0.3%
-$659.43 
PRPL Purple Innovation Inc.
-0.26%
-$11.45 
IXC iShares Global Energy ETF
-0.25%
-$1,297.05 
WDC Western Digital Corporation
-0.18%
-$3,848.43 
LLY Eli Lilly and Company
-0.15%
-$765.38 
BIZD VanEck BDC Income ETF
-0.11%
-$237.18 
PBDC Putnam BDC Income ETF
-0.11%
-$235.71 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.04%
-$408.34 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
-0.02%
-$80.97 
BUCK Simplify Treasury Option Income ETF
-0.02%
-$160.82 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$27.11 
MLPX Global X MLP & Energy Infrastructure ETF
-0.01%
-$47.56 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3663 | Longs Won 1910/3663 52% | Profit Factor 0.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $187,130.57 |
| Average Win $20,156.62 | Best Trade (Sep 30) $5.67M | Sharpe Ratio -130.73 |
| Average Loss -$25,351.25 | Worst Trade (Sep 04) -$4.01M | Z-Score -6.94 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy -$1,617.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,061 | $1.45M | $1.98M | - | $535,188.91 | 36.99% | +0.634% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 86,650 | $1.8M | $1.79M | - | -$4,407.29 | -0.25% | +0.194% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 16,194 | $332,625 | $331,248.27 | - | -$1,376.73 | -0.41% | -0.024% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,428 | $1.63M | $1.59M | - | -$35,132.84 | -2.16% | +0.19% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 12,518 | $1.23M | $1.35M | - | $119,524.21 | 9.72% | +1.468% |
| ALOY Blackboxstocks Inc. | 345,145 | $4.06M | $3.46M | - | -$598,876.82 | -14.77% | -1.91% |
| AMD Advanced Micro Devices, Inc. | 410 | $71,893.68 | $187,447.9 | - | $115,554.22 | 160.73% | +0.028% |
| AMZN Amazon.com Inc | 4,342 | $883,794.37 | $1.13M | - | $242,042.81 | 27.39% | +1.69% |
| ASML ASML Holding N.V. New York Registry Shares | 141 | $190,756.47 | $232,086 | - | $41,329.53 | 21.67% | -2.158% |
| AVGO Broadcom Inc. | 2,408 | $799,798.11 | $856,934.96 | - | $57,136.85 | 7.14% | -3.096% |
| BALT Inn Defined Wealth Shield Mutual Fund | 8,385 | $277,256.13 | $291,978.28 | - | $14,722.15 | 5.31% | +0.235% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 140,966 | $3.66M | $3.8M | - | $133,224.56 | 3.64% | +0.921% |
| BDYN iShares Dynamic Equity Active ETF | 161,892 | $4.49M | $4.58M | - | $90,659.6 | 2.02% | +1.18% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 57,482 | $5.27M | $5.25M | - | -$11,553.61 | -0.22% | +0.016% |
| BINC iShares Flexible Income Active ETF | 11,161 | $584,150 | $576,521.45 | - | -$7,628.55 | -1.31% | +0.165% |
| BITO ProShares Bitcoin ETF | 130,791 | $2.4M | $1.42M | - | -$970,494.36 | -40.52% | +4.726% |
| BIZD VanEck BDC Income ETF | 15,812 | $201,694.71 | $210,694.9 | - | $9,000.19 | 4.46% | -0.112% |
| BND Vanguard Total Bond Market Index Fund | 7,493 | $549,118.34 | $539,271.21 | - | -$9,847.13 | -1.79% | +0.195% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 8,332 | $975,594 | $983,884.22 | - | $8,290.22 | 0.85% | +0.021% |
| BRK-B Berkshire Hathaway Inc. | 585 | $292,592.08 | $296,600.85 | - | $4,008.77 | 1.37% | +0.35% |
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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 Legacy Wealth Managment LLC/ID?
The largest contributions to the portfolio's profits come from the following stocks: 2X Ether ETF - $5.67M, ProShares Bitcoin ETF - $5.22M, Simplify Ancorato Target 25 Distribution ETF - $1.95M, ProShares Ether ETF - $1.86M, and SanDisk Corporation - $1.51M. 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: ETHU - $3.53M, Oracle Corporation - $3.03M, Eagle Point Credit Company Inc - $1.83M, Devon Energy Corporation - $1.4M, and Strategy Inc - $927,713.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Legacy Wealth Managment LLC/ID's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.35M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $6.68M, Simplify Ancorato Target 25 Distribution ETF - $2.5M, Eagle Point Credit Company Inc - $1.61M, Simplify Volatility Premium ETF - $1.31M, and FS KKR Capital Corp - $965,648.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Legacy Wealth Managment LLC/ID's monthly returns?
Legacy Wealth Managment LLC/ID's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Legacy Wealth Managment LLC/ID's strategy be considered aggressive or moderate?
Legacy Wealth Managment LLC/ID's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Legacy Wealth Managment LLC/ID's strategy?
Legacy Wealth Managment LLC/ID's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
