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:
-7.74%
Gain -0.25%
Monthly
-0.33%
Yearly
-3.87%
Drawdown
41.77%
$218.2M
Equity
Holdings
$218.2M
Investment
$228.7M
-$14.84M
Profit -$439,000.09
Realized
-$4.33M
Unrealized
-$10.51M
Dividends
$21M
Goals
Avg. 35% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.25%
Profit
-$439,000.09
Win %
63%
This Week
Compared To Last Week
Gain
-1.92%
Profit
-$4.27M
Win %
63%
This Month
Compared to last month
Gain
-1.79%
Profit
-$3.98M
Win %
63%
This Year
Compared to last year
Gain
-5.91%
Profit
-$13.69M
Win %
60%
NEOVW Neovolta Inc. Warrant
+25.45%
+$837,545.52 
ALOY Blackboxstocks Inc.
+7.56%
+$174,298.23 
REAX Real Brokerage Inc.
+4.47%
+$847.27 
CRGY Crescent Energy Inc.
+4.08%
+$13,491.03 
JPM JPMorgan Chase & Co.
+2.45%
+$12,584.82 
EONR Eon Resources Inc.
+2.18%
+$481.49 
SM SM Energy Company
+2.01%
+$7,110.59 
GDX VanEck Gold Miners ETF
+1.97%
+$17,666.04 
MLPX Global X MLP & Energy Infrastructure ETF
+1.59%
+$10,749.69 
LLY Eli Lilly and Company
+1.49%
+$8,299.25 
ECC Eagle Point Credit Company Inc.
+1.38%
+$919.08 
IXC iShares Global Energy ETF
+1.33%
+$7,047.31 
WEC WEC Energy Group Inc.
+1.27%
+$9,094.94 
VDE Vanguard Energy ETF
+1.26%
+$7,339.53 
AAPL Apple Inc.
+1.18%
+$24,365.22 
EIPX FT Energy Income Partners Strategy ETF
+1.17%
+$11,697.16 
VNOM Viper Energy Inc. Class A Common Stock
+1.17%
+$8,601.66 
BRK-B Berkshire Hathaway Inc.
+1.07%
+$3,284.78 
COST Costco Wholesale Corporation
+1.04%
+$6,422.08 
XLF Financial Select Sector SPDR Fund
+1.04%
+$17,521.4 
O Realty Income Corporation
+1%
+$9,407.81 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$13,265 
IEUR iShares Core MSCI Europe ETF
+0.9%
+$7,636.19 
IQLT iShares MSCI International Quality Factor ETF
+0.87%
+$2,104.53 
KRP Kimbell Royalty Partners, LP
+0.82%
+$1,905.02 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$6,822.6 
MSIF MSC Income Fund Inc.
+0.81%
+$6,835.25 
SCHF Schwab International Equity ETF
+0.76%
+$5,491.13 
GEV GE Vernova Inc.
+0.75%
+$2,570.09 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$3,455.92 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.74%
+$1,458.9 
YGLD Simplify Gold Strategy PLUS Income ETF
+0.72%
+$7,342.33 
MGV Vanguard Mega Cap Value ETF
+0.7%
+$7,793.94 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.68%
+$11,508.55 
EWJ iShares MSCI Japan ETF
+0.68%
+$3,133.41 
VTV Vanguard Value ETF
+0.66%
+$7,189.84 
FGD First Trust Dow Jones Global Select Dividend Index Fund
+0.65%
+$6,615.98 
DSMC Distillate Small/Mid Cash Flow ETF
+0.63%
+$3,284.32 
VOE Vanguard Mid-Cap Value ETF
+0.58%
+$3,026.46 
RAAX VanEck Real Assets ETF
+0.55%
+$1,163.58 
RSBA Return Stacked Bonds & Managed Risk ETF
+0.5%
+$4,906.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.49%
+$1,297.52 
IGLD FT Vest Gold Strategy Target Fund
+0.45%
+$1,994.76 
CAT Caterpillar Inc.
+0.42%
+$1,063.92 
DEA Easterly Government Properties, Inc.
+0.41%
+$1,913.13 
NXDT NexPoint Diversified Real Estate Trust
+0.4%
+$1,288.18 
JEPI JPMorgan Equity Premium Income Fund
+0.39%
+$5,563.91 
RDVY First Trust Rising Dividend Achievers ETF
+0.31%
+$9,699.5 
SLV iShares Silver Trust
+0.31%
+$3,821.6 
RDVI FT Vest Rising Dividend Achievers Fund
+0.28%
+$5,204.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.27%
+$2,109.57 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.25%
+$3,129.5 
GLD SPDR Gold Shares
+0.21%
+$2,297.67 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.21%
+$819 
GLDM SPDR Gold MiniShares Trust
+0.21%
+$2,451.57 
DUOL Duolingo, Inc.
+0.2%
+$1,350.05 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.19%
+$6,208.43 
FTCB First Trust Core Investment Grade ETF
+0.17%
+$474.85 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.17%
+$6,512.63 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.17%
+$1,531.28 
IJR iShares Core S&P Small-Cap ETF
+0.17%
+$891.36 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.17%
+$4,937.46 
ETHU 2X Ether ETF
+0.16%
+$1,167.6 
ASML ASML Holding N.V. New York Registry Shares
+0.16%
+$365.9 
HIGH Simplify Enhanced Income ETF
+0.14%
+$1,850.01 
HIPS GraniteShares HIPS US High Income ETF
+0.14%
+$364.19 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.14%
+$705.12 
BINC iShares Flexible Income Active ETF
+0.13%
+$725.47 
ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF
+0.12%
+$404.85 
SVOL Simplify Volatility Premium ETF
+0.12%
+$895.92 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.1%
+$538.51 
JCPB JPMorgan Core Plus Bond ETF
+0.1%
+$1,495.08 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$676.82 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$216.92 
TLT iShares 20+ Year Treasury Bond ETF
+0.07%
+$185.16 
MBB iShares MBS ETF
+0.07%
+$156.46 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$364.16 
FTSL First Trust Senior Loan ETF
+0.07%
+$749.7 
AGG iShares Core U.S. Aggregate Bond ETF
+0.06%
+$895.33 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$541.58 
JBND JPMorgan Active Bond ETF
+0.05%
+$722 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$157.39 
IEF iShares 7-10 Year Treasury Bond ETF
+0.04%
+$776.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$244.12 
FTSM First Trust Enhanced Short Maturity Fund
+0.04%
+$1,374.22 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.04%
+$448.8 
HYBL SPDR Blackstone High Income Fund
+0.04%
+$346.8 
BDYN iShares Dynamic Equity Active ETF
+0.04%
+$1,618.92 
JSCP JPMorgan Short Duration Core Plus ETF
+0.03%
+$347.1 
SHV iShares Short Treasury Bond ETF
+0.03%
+$486.43 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$217.43 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$83.05 
BALT Inn Defined Wealth Shield Mutual Fund
+0.03%
+$83.85 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$262.5 
BUFT FT Vest Buffered Allocation Mutual Fund
+0.02%
+$1,182.34 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$40.09 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$173.76 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$574.82 
FMAY FT Vest U.S. Equity Buffer ETF
+0.01%
+$57.31 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$225.13 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
-$0.01 
RAVI FlexShares Ultra-Short Income Fund
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 HIMU
HIMU
0%
$0 FSSL
FSSL
0%
$0 QMMY
QMMY
0%
$0 
LIXT Lixte Biotechnology Holdings Inc.
-7.71%
-$198,220.77 
FIP FTAI Infrastructure Inc.
-5.66%
-$14,217.83 
PDC Perpetuals.com Ltd
-5.35%
-$144,399.87 
FJET Starfighters Space, Inc.
-4.38%
-$550 
WDC Western Digital Corporation
-4.19%
-$70,546.73 
SNDK SanDisk Corporation
-3.69%
-$78,811.53 
MU Micron Technology, Inc.
-3.39%
-$14,269.64 
TQQQ ProShares UltraPro QQQ
-3.38%
-$8,927.11 
AMD Advanced Micro Devices, Inc.
-3.36%
-$7,753.1 
INTC Intel Corporation
-3.32%
-$5,072 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.17%
-$59,010.48 
STEX BioSig Technologies, Inc.
-2.99%
-$79,666.9 
KLAC KLA Corporation
-2.6%
-$3,388.44 
CLGN CollPlant Biotechnologies Ltd.
-2.16%
-$184.5 
VRT Vertiv Holdings Co
-2%
-$3,057.3 
META Meta Platforms Inc Class A
-1.93%
-$9,911.02 
AVGO Broadcom Inc.
-1.92%
-$15,916.86 
FSK FS KKR Capital Corp.
-1.72%
-$2,155.43 
FTXL First Trust Nasdaq Semiconductor ETF
-1.58%
-$34,397.88 
SMH VanEck Semiconductor ETF
-1.51%
-$6,651.29 
UNH UnitedHealth Group Incorporated
-1.48%
-$3,269.45 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$24,153.6 
MTUM iShares MSCI USA Momentum Factor ETF
-1.37%
-$17,751.56 
GOOGL Alphabet Inc
-1.26%
-$8,907.31 
CION Cion Investment Corporation
-1.24%
-$10,299.36 
XRPZ Franklin XRP ETF
-1.17%
-$2,876.74 
HIMS Hims & Hers Health, Inc.
-1.16%
-$3,907.28 
GOOG Alphabet Inc
-1.12%
-$4,875.18 
QQQM Invesco NASDAQ 100 ETF
-1.05%
-$32,418.7 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$11,130.75 
SPMO Invesco S&P 500 Momentum ETF
-0.96%
-$3,448.65 
FLNG Flex LNG Ltd.
-0.96%
-$2,590.78 
PWR Quanta Services Inc.
-0.92%
-$2,275.57 
ETN Eaton Corporation plc
-0.9%
-$1,958.33 
MSFT Microsoft Corp.
-0.9%
-$9,461.97 
MGK Vanguard Mega Cap Growth ETF
-0.86%
-$12,448.11 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.82%
-$2,725.02 
VOT Vanguard Mid-Cap Growth ETF
-0.76%
-$2,244.48 
IWF iShares Russell 1000 Growth ETF
-0.76%
-$1,590.48 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.75%
-$2,016.29 
BITO ProShares Bitcoin ETF
-0.73%
-$10,463.28 
VUG Vanguard Growth ETF
-0.72%
-$7,180.78 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$2,986.48 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-0.69%
-$2,915.5 
IBIT iShares Bitcoin Trust
-0.69%
-$4,426.56 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$2,490.52 
BUFQ FT Nasdaq Buffer ETF July.
-0.63%
-$43,448.43 
XXV Simplify Ancorato Target 25 Distribution ETF
-0.63%
-$83,447.89 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.61%
-$40,498.7 
FPI Farmland Partners Inc.
-0.57%
-$792.9 
BIZD VanEck BDC Income ETF
-0.53%
-$1,027.78 
ILDR First Trust Innovation Leaders ETF
-0.52%
-$5,440.4 
PBDC Putnam BDC Income ETF
-0.49%
-$982.12 
VLUE iShares MSCI USA Value Factor ETF
-0.38%
-$4,723.5 
REI Ring Energy Inc.
-0.38%
-$104.97 
WCMI First Trust WCM International Equity ETF
-0.37%
-$4,985.89 
UPRO ProShares UltraPro S&P500
-0.36%
-$901.61 
TSLA Tesla, Inc.
-0.35%
-$2,917.12 
IWM iShares Russell 2000 ETF
-0.34%
-$953.79 
QPX AdvisorShares Q Dynamic Growth ETF
-0.31%
-$1,909.26 
FTGS First Trust Growth Strength ETF
-0.29%
-$1,315.16 
CAIE Calamos Autocallable Income ETF
-0.28%
-$981.23 
CTA Simplify Managed Futures Strategy ETF
-0.24%
-$1,209.88 
PRPL Purple Innovation Inc.
-0.22%
-$5.73 
BUCK Simplify Treasury Option Income ETF
-0.19%
-$1,415.22 
MLN VanEck Long Muni ETF
-0.18%
-$2,103.6 
IWR iShares Russell Mid-Cap ETF
-0.13%
-$319.73 
ESGU iShares ESG Aware MSCI USA ETF
-0.13%
-$900.24 
SPHQ Invesco S&P 500 Quality ETF
-0.12%
-$1,402.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$1,469.27 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.12%
-$2,166.25 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$634.18 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.11%
-$1,470.3 
VOO Vanguard S&P 500 ETF
-0.11%
-$525.49 
IVV iShares Core S&P 500 ETF
-0.1%
-$2,708.52 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.05%
-$809.65 
AMZN Amazon.com Inc
-0.04%
-$434.16 
GVAL Cambria Global Value ETF
-0.04%
-$93.75 
XV Simplify Target 15 Distribution ETF
-0.02%
-$61.97 
NVDA NVIDIA Corporation
-0.02%
-$391.68 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.02%
-$280.61 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.02%
-$1,302.36 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$958.52 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.01%
-$50.04 
DMX DoubleLine Multi-Sector Income ETF
0%
-$2.05 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3663 | Longs Won 1873/3663 51% | Profit Factor 0.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $190,724.43 |
| Average Win $18,623.26 | Best Trade (Sep 30) $5.67M | Sharpe Ratio -130.72 |
| Average Loss -$27,775.04 | Worst Trade (Oct 16) -$4.2M | Z-Score -8.07 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy -$4,050.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,061 | $1.45M | $2.1M | - | $650,347.91 | 44.95% | +1.175% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 86,650 | $1.8M | $1.8M | - | -$1,374.54 | -0.08% | -0.12% |
| ACYS FT Vest Laddered Autocallable Barrier & Resilient Income ETF | 16,194 | $332,625 | $331,734.09 | - | -$890.91 | -0.27% | +0.122% |
| AGG iShares Core U.S. Aggregate Bond ETF | 16,428 | $1.63M | $1.57M | - | -$60,757.23 | -3.73% | +0.057% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 12,518 | $1.23M | $1.26M | - | $29,771.4 | 2.42% | +0.249% |
| ALOY Blackboxstocks Inc. | 345,145 | $4.06M | $2.48M | - | -$1.58M | -38.85% | +7.56% |
| AMD Advanced Micro Devices, Inc. | 410 | $71,893.68 | $222,761.2 | - | $150,867.52 | 209.85% | -3.363% |
| AMZN Amazon.com Inc | 4,342 | $883,794.37 | $1.11M | - | $221,939.35 | 25.11% | -0.039% |
| ASML ASML Holding N.V. New York Registry Shares | 141 | $190,756.47 | $234,064.93 | - | $43,308.46 | 22.7% | +0.157% |
| AVGO Broadcom Inc. | 2,408 | $799,798.11 | $813,229.76 | - | $13,431.65 | 1.68% | -1.92% |
| BALT Inn Defined Wealth Shield Mutual Fund | 8,385 | $277,256.13 | $294,061.95 | - | $16,805.82 | 6.06% | +0.029% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 140,966 | $3.66M | $3.76M | - | $97,447.39 | 2.66% | +0.174% |
| BDYN iShares Dynamic Equity Active ETF | 161,892 | $4.49M | $4.49M | - | $1,619 | 0.04% | +0.036% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 57,482 | $5.27M | $5.26M | - | -$3,793.54 | -0.07% | +0.011% |
| BINC iShares Flexible Income Active ETF | 11,161 | $584,150 | $566,476.55 | - | -$17,673.45 | -3.03% | +0.128% |
| BITO ProShares Bitcoin ETF | 130,791 | $2.4M | $1.43M | - | -$966,766.82 | -40.37% | -0.727% |
| BIZD VanEck BDC Income ETF | 15,812 | $201,694.71 | $192,352.98 | - | -$9,341.73 | -4.63% | -0.531% |
| BND Vanguard Total Bond Market Index Fund | 7,493 | $549,118.34 | $530,943.49 | - | -$18,174.85 | -3.31% | +0.069% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 8,332 | $975,594 | $988,550.14 | - | $12,956.14 | 1.33% | +0.055% |
| BRK-B Berkshire Hathaway Inc. | 585 | $292,592.08 | $310,807.57 | - | $18,215.49 | 6.23% | +1.068% |
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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 - $2.23M, 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 $21M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $6.68M, Simplify Ancorato Target 25 Distribution ETF - $2.79M, Eagle Point Credit Company Inc - $1.62M, Simplify Volatility Premium ETF - $1.32M, and FS KKR Capital Corp - $970,774.84. 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.
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