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.
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.
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:
63.63%
Gain +0.09%
Monthly
1.49%
Yearly
19.5%
Drawdown
17.88%
$225.15M
Equity
Holdings
$225.15M
Investment
$166.2M
$71.62M
Profit +$148,214.95
Realized
$12.68M
Unrealized
$58.94M
Dividends
$7.15M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.09%
Profit
$148,214.95
Win %
89%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$210,597.21
Win %
89%
This Month
Compared to last month
Gain
0.82%
Profit
$1.83M
Win %
89%
This Year
Compared to last year
Gain
1.78%
Profit
$3.97M
Win %
89%
MSFT Microsoft Corp.
+1.58%
+$12,826.27 
NVDA NVIDIA Corporation
+1.43%
+$8,144.67 
NULG Nuveen ESG Large-Cap Growth ETF
+0.94%
+$4,003.57 
IWF iShares Russell 1000 Growth ETF
+0.93%
+$2,001.56 
VUG Vanguard Growth ETF
+0.86%
+$2,724.37 
MGK Vanguard Mega Cap Growth ETF
+0.83%
+$4,113.53 
ESG FlexShares STOXX US ESG Select Fund
+0.81%
+$14,213.88 
VO Vanguard Mid-Cap ETF
+0.78%
+$526.87 
VYM Vanguard High Dividend Yield ETF
+0.72%
+$1,742.22 
BRK-B Berkshire Hathaway Inc.
+0.72%
+$5,684.02 
DFSU Dimensional US Sustainability Core 1 ETF
+0.71%
+$2,415.02 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$5,501.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.67%
+$149,041.16 
IVV iShares Core S&P 500 ETF
+0.66%
+$5,056.26 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
+0.62%
+$315.81 
MGC Vanguard Mega Cap ETF
+0.61%
+$2,907.17 
RSP Invesco S&P 500 Equal Weight ETF
+0.57%
+$2,240.4 
VOE Vanguard Mid-Cap Value ETF
+0.57%
+$1,232.83 
AVUS Avantis U.S. Equity ETF
+0.56%
+$5,283.01 
DXUV Dimensional US Vector Equity ETF
+0.54%
+$1,296.48 
IWD iShares Russell 1000 Value ETF
+0.54%
+$7,884 
MRK Merck & Co., Inc.
+0.51%
+$3,503.85 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.5%
+$485,793.45 
VTV Vanguard Value ETF
+0.49%
+$20,932.41 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$159,280.56 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.42%
+$38,412.08 
DFSI Dimensional International Sustainability Core 1 ETF
+0.4%
+$1,642.32 
VB Vanguard Small-Cap ETF
+0.37%
+$14,051.19 
KO The Coca-Cola Company
+0.36%
+$960.38 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.35%
+$4,684.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.32%
+$58,628.47 
DFUV Dimensional US Marketwide Value ETF
+0.3%
+$1,627.58 
DFAT Dimensional US Targeted Value ETF
+0.3%
+$1,703.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$1,758.37 
AAPL Apple Inc.
+0.15%
+$10,739.6 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$1,746.32 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$56.38 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$178.85 
CVX Chevron Corporation
0%
$0 0925
09259K401
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 367 | Longs Won 322/367 87% | Profit Factor 120.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $224,288.37 | Best Trade (Aug 13) $17.91M | Sharpe Ratio -9.35 |
| Average Loss -$13,279.4 | Worst Trade (Oct 01) -$376,596.79 | Z-Score 26.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $195,158.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0925 09259K401 | 692 | $9,728.34 | $9,698.3 | - | -$30.04 | -0.31% | 0.0 |
| AAPL Apple Inc. | 21,918 | $5.96M | $7.31M | - | $1.35M | 22.63% | +0.147% |
| AVUS Avantis U.S. Equity ETF | 7,237 | $590,177.35 | $947,902.26 | - | $357,724.91 | 60.61% | +0.56% |
| BRK-B Berkshire Hathaway Inc. | 1,568 | $681,306.08 | $796,363.7 | - | $115,057.62 | 16.89% | +0.719% |
| BSV Vanguard Short-Term Bond ETF | 5,110 | $394,505.42 | $389,816.35 | - | -$4,689.07 | -1.19% | +0.046% |
| CVX Chevron Corporation | 1,517 | $309,714.54 | $313,214.99 | - | $3,500.45 | 1.13% | 0.0 |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.16M | $68.97M | $98.23M | - | $29.26M | 42.42% | +0.497% |
 DFAE Dimensional Emerging Core Equity Market ETF | 139,822 | $3.66M | $5.64M | - | $1.98M | 53.98% | -0.124% |
| DFAI Dimensional International Core Equity Market ETF | 860,976 | $26.43M | $35.92M | - | $9.49M | 35.91% | +0.445% |
| DFAT Dimensional US Targeted Value ETF | 8,311 | $436,164.44 | $566,768.64 | - | $130,604.2 | 29.94% | +0.302% |
 DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 5,250 | $222,440 | $259,743.75 | - | $37,303.75 | 16.77% | -0.292% |
| DFSI Dimensional International Sustainability Core 1 ETF | 9,124 | $328,533.79 | $413,682.16 | - | $85,148.37 | 25.92% | +0.399% |
| DFSU Dimensional US Sustainability Core 1 ETF | 7,103 | $291,862.09 | $342,861.81 | - | $50,999.72 | 17.47% | +0.709% |
| DFUV Dimensional US Marketwide Value ETF | 9,574 | $364,375.38 | $534,612.16 | - | $170,236.78 | 46.72% | +0.305% |
| DXUV Dimensional US Vector Equity ETF | 3,504 | $204,773.57 | $240,304.32 | - | $35,530.75 | 17.35% | +0.542% |
| ESG FlexShares STOXX US ESG Select Fund | 9,630 | $1.55M | $1.76M | - | $211,645.73 | 13.69% | +0.815% |
| IVV iShares Core S&P 500 ETF | 978 | $498,607.53 | $766,184.76 | - | $267,577.23 | 53.66% | +0.664% |
| IWD iShares Russell 1000 Value ETF | 5,840 | $1.35M | $1.47M | - | $116,176.74 | 8.58% | +0.539% |
| IWF iShares Russell 1000 Growth ETF | 1,682 | $208,964 | $217,886.28 | - | $8,922.28 | 4.27% | +0.927% |
| KO The Coca-Cola Company | 3,098 | $218,785.15 | $268,968.36 | - | $50,183.21 | 22.94% | +0.358% |
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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 Lee McGowan?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $4.48M, 09259K401 - $3.24M, Dimensional Emerging Core Equity Market ETF - $2.29M, Dimensional International Core Equity Market ETF - $1.98M, and VANGUARD TOTAL STOCK MKT ETF - $1.72M. 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: Amazon.com Inc - $44,568.2, Globe Life Inc - $29,614.44, Alphabet Inc - $16,197.66, Vanguard Mid-Cap Growth ETF - $9,346.63, and Vanguard Real Estate ETF - $468.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lee McGowan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.15M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.06M, Dimensional International Core Equity Market ETF - $1.91M, VANGUARD FTSE DEVELOPED MARKETS ETF - $768,892.31, VANGUARD TOTAL STOCK MKT ETF - $620,471.43, and Dimensional Emerging Core Equity Market ETF - $419,812.78. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lee McGowan's monthly returns?
Lee McGowan'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 Lee McGowan's strategy be considered aggressive or moderate?
Lee McGowan'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 Lee McGowan's strategy?
Lee McGowan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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