Lee McGowan Portfolio

Invests via Monument Group Wealth Advisors LLC | Managed by Lee C. McGowan, Byron E. Woodman Jr.

Invests via Monument Group Wealth Advisors LLC

Managed by Lee C. McGowan, Byron E. Woodman Jr.

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Lee McGowan Profile

Lee McGowan leverages a distinguished background in corporate finance and strategic operations. With extensive experience leading financial transformations, he has been pivotal in advancing growth initiatives at several key enterprises. His track record includes successfully steering organizations through complex market dynamics and capitalizing on investment opportunities that drive shareholder value. A recognized leader, he is frequently sought after for his insights into enhancing operational efficiency and integrating innovative solutions across various sectors. His unique blend of expertise positions him as a significant influencer within the business landscape.

Investment Philosophy & Strategy

With a strong focus on identifying undervalued opportunities, Lee McGowan emphasizes leveraging his comprehensive financial expertise to unearth potential within markets. His approach often encompasses scrutinizing the operational dynamics of companies poised for transformation or growth. By fostering relationships with management teams, he assesses strategic initiatives that align with competitive advantages and long-term sustainability. With an eye toward market inefficiencies, investment decisions reflect a blend of rigorous analysis and forward-thinking strategies aimed at optimizing capital allocation.

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:

38.24%

Gain +1.01%

Monthly

1.1%

Yearly

14.1%

Drawdown

15.57%

$204.44M

Equity

Holdings

$204.44M

Investment

$144.81M

$65.86M

Profit +$2.4M

Realized

$6.22M

Unrealized

$59.63M

Dividends

$5.64M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

1.01%

Profit

$2.4M

Win %

90%

This Week

Compared To Last Week

Gain

1.19%

Profit

$2.4M

Win %

90%

This Month

Compared to last month

Gain

0.68%

Profit

$1.38M

Win %

90%

This Year

Compared to last year

Gain

7.51%

Profit

$14.64M

Win %

90%

Gainers
Losers

DFAE Dimensional Emerging Core Equity Market ETF

+2.71%

+$274,324.89

DFSE Dimensional Emerging Markets Sustainability Core 1 ETF

+2.51%

+$6,506.32

NULG Nuveen ESG Large-Cap Growth ETF

+2.4%

+$9,898.74

VUG Vanguard Growth ETF

+2.35%

+$7,025.52

MGK Vanguard Mega Cap Growth ETF

+2.3%

+$10,220

VWO Vanguard FTSE Emerging Markets ETF

+2.2%

+$53,985.1

MSFT Microsoft Corp.

+1.93%

+$4,246.93

NVDA NVIDIA Corporation

+1.83%

+$6,756.72

AAPL Apple Inc.

+1.68%

+$110,972.54

MGC Vanguard Mega Cap ETF

+1.66%

+$7,488.67

VTI VANGUARD TOTAL STOCK MKT ETF

+1.56%

+$356,044.8

SPY SPDR S&P 500 ETF Trust

+1.53%

+$11,899.16

VXUS Vanguard Total International Stock Index Fund Investor Shares

+1.51%

+$6,732.7

NZAC SPDR MSCI ACWI Climate Paris Aligned ETF

+1.43%

+$3,800.09

DFSI Dimensional International Sustainability Core 1 ETF

+1.38%

+$6,051.15

DFSU Dimensional US Sustainability Core 1 ETF

+1.3%

+$23,473.2

IVV iShares Core S&P 500 ETF

+1.28%

+$9,464.04

ESG FlexShares STOXX US ESG Select Fund

+1.27%

+$5,264.89

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.26%

+$132,915.6

AVUS Avantis U.S. Equity ETF

+1.25%

+$11,614.95

VO Vanguard Mid-Cap ETF

+1.2%

+$3,269.92

DFAC Dimensional U.S. Core Equity 2 ETF

+1.14%

+$1.01M

DXUV Dimensional US Vector Equity ETF

+1.05%

+$3,164.7

VB Vanguard Small-Cap ETF

+0.94%

+$38,858.4

RSP Invesco S&P 500 Equal Weight ETF

+0.85%

+$2,730.62

DFAI Dimensional International Core Equity Market ETF

+0.77%

+$259,879.04

IWD iShares Russell 1000 Value ETF

+0.76%

+$2,150.26

DFUV Dimensional US Marketwide Value ETF

+0.65%

+$3,238.66

VTV Vanguard Value ETF

+0.63%

+$28,931.74

VBR VANGUARD SMALL-CAP VALUE ETF

+0.52%

+$9,596.46

VOE Vanguard Mid-Cap Value ETF

+0.42%

+$916.45

BRK-B Berkshire Hathaway Inc.

+0.4%

+$3,032.22

VYM Vanguard High Dividend Yield ETF

+0.34%

+$968.27

RTX RTX Corporation

+0.25%

+$667.92

DFAT Dimensional US Targeted Value ETF

+0.19%

+$1,121.98

BSV Vanguard Short-Term Bond ETF

+0.13%

+$484.4

VGSH Vanguard Short-Term Treasury Fund

+0.12%

+$670.18

09259K401

CVX Chevron Corporation

-3.92%

-$9,675.6

MRK Merck & Co., Inc.

-3.25%

-$9,791.1

KO The Coca-Cola Company

-1.81%

-$4,345.97

SYK Stryker Corporation

-1.22%

-$2,979.43

SCZ iShares MSCI EAFE Small-Cap ETF

-0.26%

-$3,888.27

Events

Dividends

Dividend Analysis

No Data

Trades 328	Longs Won 283/328 86%	Profit Factor 200.83
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.13M
Average Win $233,877.3	Best Trade (Jun 15) $16.36M	Sharpe Ratio -10.71
Average Loss -$7,323.8	Worst Trade (Jun 30) -$55,507.84	Z-Score 23.4 (100%)
Commissions $0	Avg. Trade Length 1y 2m 1w 1d	Expectancy $200,785.69

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%	0.12%
Consecutive Losing Trades	27,778	25,000	22,222	19,444	16,667	13,889	11,111	8,333	5,556	2,778