Goldstone Financial Group LLC Portfolio
Invests via Goldstone Financial Group LLC | Managed by Ian Meiksins, Anthony Pellegrino
Invests via Goldstone Financial Group LLC
Managed by Ian Meiksins, Anthony Pellegrino
Automatically Tracked
Company Profile
Active across U.S. capital markets, Goldstone Financial Group LLC provides institutional brokerage, fixed-income and equities execution, and capital‑markets advisory to regional banks, asset managers and corporate issuers.
The firm pairs trading and middle‑office capabilities with balance-sheet distribution to support liability management, debt placements and secondary market liquidity while offering compliance, risk and wealth-services for private clients and RIAs.
Active across U.S. capital markets, Goldstone Financial Group LLC provides institutional brokerage, fixed-income and equities execution, and capital‑markets advisory to regional banks, asset managers and corporate issuers.
The firm pairs trading and middle‑office capabilities with balance-sheet distribution to support liability management, debt placements and secondary market liquidity while offering compliance, risk and wealth-services for private clients and RIAs.
Investment Philosophy & Strategy
Operates as a capital-markets intermediary focused on liquidity provision, tailored liability management and credit distribution across regional banks, asset managers and issuers. Investment philosophy emphasizes durable income generation through disciplined fixed‑income allocation, active secondary-market trading and selective balance‑sheet support to originate and place debt. Strategy prioritizes portfolio diversification by issuer, duration and credit cycle, rigorous risk controls, and opportunistic trading to capture dislocations. Capital deployment blends principal-led placements with agency execution, favoring scalable, fee-bearing solutions and advisory mandates that strengthen long-term client relationships and repeatable revenue streams.
Operates as a capital-markets intermediary focused on liquidity provision, tailored liability management and credit distribution across regional banks, asset managers and issuers. Investment philosophy emphasizes durable income generation through disciplined fixed‑income allocation, active secondary-market trading and selective balance‑sheet support to originate and place debt. Strategy prioritizes portfolio diversification by issuer, duration and credit cycle, rigorous risk controls, and opportunistic trading to capture dislocations. Capital deployment blends principal-led placements with agency execution, favoring scalable, fee-bearing solutions and advisory mandates that strengthen long-term client relationships and repeatable revenue streams.
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:
77.95%
Gain +0.54%
Monthly
1.54%
Yearly
20.09%
Drawdown
21.42%
$1.11B
Equity
Holdings
$1.11B
Investment
$879.41M
$276.93M
Profit +$2.29M
Realized
$45.09M
Unrealized
$231.85M
Dividends
$47.29M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$2.29M
Win %
77%
This Week
Compared To Last Week
Gain
0.21%
Profit
$2.29M
Win %
77%
This Month
Compared to last month
Gain
2.39%
Profit
$25.96M
Win %
77%
This Year
Compared to last year
Gain
1.49%
Profit
$16.65M
Win %
78%
ASML ASML Holding N.V. New York Registry Shares
+3.8%
+$12,850.5 
ETN Eaton Corporation plc
+3.22%
+$23,630.19 
ABT Abbott Laboratories
+1.01%
+$12,005.4 
CVX Chevron Corporation
+0.9%
+$3,232.25 
ACN Accenture plc Class A
+0.88%
+$3,425.74 
META Meta Platforms Inc Class A
+0.71%
+$17,333.48 
TSLA Tesla, Inc.
+0.58%
+$12,842.22 
KMB Kimberly-Clark Corporation
+0.51%
+$1,810.61 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.42%
+$48,239.4 
DIS The Walt Disney Company
+0.34%
+$2,840.6 
INTC Intel Corporation
+0.2%
+$561.26 
BA Boeing Company
+0.19%
+$2,537.61 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.15%
+$3,487.12 
PM Philip Morris International Inc.
+0.12%
+$334.4 
IEI iShares 3-7 Year Treasury Bond ETF
+0.09%
+$332.6 
JBND JPMorgan Active Bond ETF
+0.06%
+$4,115.76 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.05%
+$398 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$359.44 
AGOX Adaptive Alpha Opportunities ETF
0%
+$8.85 
ABBV AbbVie Inc.
0%
$0 
ALL Allstate Corporation
0%
-$0.01 
AMAT Applied Materials, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.16 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.08 
CASY Casey's General Stores Inc.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CLS Celestica Inc.
0%
$0 
CLOA iShares AAA CLO ETF
0%
$0 
CME CME Group Inc.
0%
+$0.04 
COF Capital One Financial Corporation
0%
$0 
CORT Corcept Therapeutics Incorporated
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DBGI Digital Brands Group Inc
0%
$0 
EMR Emerson Electric Co.
0%
-$0.05 
EXC Exelon Corporation
0%
$0 
FAF First American Financial Corporation
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
FIX Comfort Systems USA, Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
GWW W.W. Grainger, Inc.
0%
+$0.03 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.02 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LMT Lockheed Martin Corporation
0%
+$0.06 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.09 
MCD McDonald's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
+$0.01 
MMM 3M Company
0%
+$0.02 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
MSI Motorola Solutions, Inc.
0%
-$0.01 
MU Micron Technology, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
+$0.05 
NWG NatWest Group plc Sponsored ADR
0%
$0 
O Realty Income Corporation
0%
$0 
PDO PIMCO Dynamic Income Opportunities Fund
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PII Polaris Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
SO The Southern Company
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SRAD Sportradar Group AG
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
T AT&T Inc.
0%
+$0.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TT Trane Technologies plc
0%
+$0.02 
TXN Texas Instruments Inc
0%
$0 
UBSI United Bankshares, Inc.
0%
+$0.01 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.02 
VLO Valero Energy Corporation
0%
-$0.03 
VZ Verizon Communications Inc.
0%
+$0.01 
WMT Walmart Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.05 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
AVIG Avantis Core Fixed Income ETF
0%
$0 
BIBL Inspire 100 ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
BUFQ FT Nasdaq Buffer ETF July.
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.01 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DTH WisdomTree International High Dividend Fund
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.01 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
FBND Fidelity Total Bond ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
0%
$0 
FPAG FPA Global Equity ETF
0%
$0 
FRDM Freedom 100 Emerging Markets ETF
0%
$0 
FSMD Fidelity Small-Mid Multifactor ETF
0%
-$0.35 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
-$0.08 
GLD SPDR Gold Shares
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IDVO Amplify CWP International Enhanced Dividend Income ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
ILTB iShares Core 10+ Year USD Bond ETF
0%
+$0.06 
IOO iShares Global 100 ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
-$1.48 
IVV iShares Core S&P 500 ETF
0%
+$0.21 
IWB iShares Russell 1000 ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.13 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.11 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
JQUA JPMorgan U.S. Quality Factor ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
+$0.1 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.01 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
NUGO Nuveen Growth Opportunities ETF
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
-$0.48 
PCEF Invesco CEF Income Composite ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SDIV Global X SuperDividend ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
0%
$0 
SMLF iShares U.S. Small-Cap Equity Factor ETF
0%
$0 
SLV iShares Silver Trust
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
-$0.01 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SPHB Invesco S&P 500 High Beta ETF
0%
+$0.03 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
SRLN SPDR Blackstone Senior Loan ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
+$0.27 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TCHP T. Rowe Price Blue Chip Growth ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.35 
VDE Vanguard Energy ETF
0%
-$0.05 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$4.6 
VFLO VictoryShares Free Cash Flow ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
-$0.02 
VPU Vanguard Utilities ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.02 
VYM Vanguard High Dividend Yield ETF
0%
+$0.13 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.72 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
+$0.12 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.03 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
0%
$0 
ARTY iShares Future AI & Tech ETF
0%
+$0.06 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
KAZR Kaz Resources Inc.
0%
$0 
HIMS Hims & Hers Health, Inc.
-3.97%
-$24,668.28 
GOOGL Alphabet Inc
-3.84%
-$217,050.24 
ORCL Oracle Corporation
-3.69%
-$34,183.11 
MPT Medical Properties Trust, Inc.
-3.13%
-$1,517.23 
AXSM Axsome Therapeutics, Inc.
-2.32%
-$5,125.12 
AMZN Amazon.com Inc
-2.09%
-$121,940.56 
AAPL Apple Inc.
-1.09%
-$204,778.8 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-1%
-$12,897.78 
CL Colgate-Palmolive Company
-0.9%
-$6,200.88 
MO Altria Group, Inc.
-0.78%
-$4,382.94 
ACWF iShares Edge MSCI Multifactor Global ETF
-0.66%
-$135,496.4 
MBS Angel Oak Mortgage-Backed Securities ETF
-0.35%
-$23,938.17 
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$163,708.16 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$21,459.61 
SPMO Invesco S&P 500 Momentum ETF
-0.09%
-$355.18 
NVDA NVIDIA Corporation
-0.02%
-$1,904.45 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.01%
-$185.79 
ADP Automatic Data Processing Inc.
0%
-$19.12 
CRTC Xtrackers US National Critical Technologies ETF
0%
-$5.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2580 | Longs Won 1908/2580 73% | Profit Factor 20.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $859,058.37 |
| Average Win $152,426.43 | Best Trade (Aug 14) $36.53M | Sharpe Ratio -10.42 |
| Average Loss -$20,679.35 | Worst Trade (Aug 19) -$617,108.31 | Z-Score 25.33 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 1d | Expectancy $107,338.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,128 | $13.43M | $18.64M | - | $5.21M | 38.75% | -1.087% |
| ABBV AbbVie Inc. | 13,814 | $2.86M | $3.43M | - | $566,643.53 | 19.82% | 0.0 |
| ABT Abbott Laboratories | 10,914 | $1.24M | $1.2M | - | -$38,326.03 | -3.1% | +1.013% |
| ACN Accenture plc Class A | 2,182 | $565,176.65 | $392,367.24 | - | -$172,809.41 | -30.58% | +0.881% |
| ACWF iShares Edge MSCI Multifactor Global ETF | 338,741 | $18.88M | $20.52M | - | $1.64M | 8.7% | -0.656% |
| ADP Automatic Data Processing Inc. | 3,831 | $1.06M | $1.05M | - | -$8,342.2 | -0.79% | -0.002% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 19,900 | $868,060.98 | $849,730 | - | -$18,330.98 | -2.11% | +0.047% |
| AGOX Adaptive Alpha Opportunities ETF | 29,492 | $691,021.1 | $1.01M | - | $322,804.74 | 46.71% | +0.001% |
| ALL Allstate Corporation | 1,143 | $226,659.55 | $308,232.81 | - | $81,573.26 | 35.99% | 0.0 |
| AMAT Applied Materials, Inc. | 4,675 | $872,211.48 | $2.44M | - | $1.57M | 179.85% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,314 | $181,428.6 | $617,001.84 | - | $435,573.24 | 240.08% | 0.0 |
| AMGN Amgen Inc. | 960 | $303,149.31 | $400,512 | - | $97,362.69 | 32.12% | 0.0 |
| AMZN Amazon.com Inc | 20,952 | $3.5M | $5.7M | - | $2.2M | 62.94% | -2.093% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 22,502 | $642,078.27 | $651,657.92 | - | $9,579.65 | 1.49% | 0.0 |
| ARTY iShares Future AI & Tech ETF | 27,670 | $1.12M | $2M | - | $872,194.54 | 77.68% | 0.0 |
| ASML ASML Holding N.V. New York Registry Shares | 195 | $213,370.58 | $350,879.1 | - | $137,508.52 | 64.45% | +3.802% |
| AVGO Broadcom Inc. | 15,986 | $4.73M | $6.75M | - | $2.02M | 42.67% | 0.0 |
| AVIG Avantis Core Fixed Income ETF | 16,830 | $701,884 | $684,812.7 | - | -$17,071.3 | -2.43% | 0.0 |
| AVUV Avantis U.S. Small Cap Value ETF | 15,525 | $1.47M | $1.97M | - | $504,740.26 | 34.41% | 0.0 |
| AXP American Express Company | 793 | $292,689.6 | $268,715.97 | - | -$23,973.63 | -8.19% | 0.0 |
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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 Goldstone Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $3.76M, FT Vestladder Buffer ETF-USD I - $3.63M, SPDR Portfolio S&P 500 Growth ETF - $3.49M, iShares Core S&P 500 ETF - $3.37M, and Vanguard Value ETF - $2.52M. 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: Utilities Select Sector SPDR Fund - $335,000.17, Walgreens Boots Alliance Inc - $300,599.07, Bloomin' Brands Inc - $114,714.12, ProShares UltraPro QQQ - $93,745.91, and Ford Motor Company - $79,500.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Goldstone Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $47.29M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $3.07M, SPDR Blackstone Senior Loan ETF - $2.49M, JPMorgan Ultra-Short Income ETF - $1.63M, Vanguard Value ETF - $1.52M, and Vanguard Short-Term Corporate Bond ETF - $1.51M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Goldstone Financial Group LLC's monthly returns?
Goldstone Financial Group LLC'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 Goldstone Financial Group LLC's strategy be considered aggressive or moderate?
Goldstone Financial Group LLC'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 Goldstone Financial Group LLC's strategy?
Goldstone Financial Group LLC'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.
