Bradley H. Owens Portfolio
Invests via LJI Wealth Management, LLC | Managed by Layton L. John, Bradley H. Owens, Joshua D. John, Jonathan W. Russell, Daniel K. Lucas
Invests via LJI Wealth Management, LLC
Managed by Layton L. John, Bradley H. Owens, Joshua D. John, Jonathan W. Russell, Daniel K. Lucas
Automatically Tracked
Bradley H. Owens Profile
Senior operating executive and investor focused on technology and industrial growth sectors, Bradley H. Owens brings operational leadership, M&A and capital-raising experience to board and private-equity roles. He has led turnarounds, scaled revenue and overseen integrations across software and industrial services businesses. He is active in governance, strategic planning and investor relations, advising buyout firms and growth investors on value creation and exit planning. Known for cross-border deal execution and disciplined portfolio oversight.
Senior operating executive and investor focused on technology and industrial growth sectors, Bradley H. Owens brings operational leadership, M&A and capital-raising experience to board and private-equity roles. He has led turnarounds, scaled revenue and overseen integrations across software and industrial services businesses. He is active in governance, strategic planning and investor relations, advising buyout firms and growth investors on value creation and exit planning. Known for cross-border deal execution and disciplined portfolio oversight.
Investment Philosophy & Strategy
Leads with an operator-first, value‑creation investment philosophy prioritizing control or board-level influence to drive operational improvements, revenue scaling and disciplined M&A. Targets technology and industrial growth companies where hands-on governance, integration experience and cross-border execution accelerate returns. Allocates capital to situations needing turnaround, consolidation or platform build‑outs, blending growth-oriented revenue expansion with private‑equity rigor on cost, cash conversion and exit readiness. Time horizon is medium-to-long; risk discipline emphasizes active oversight, clear KPI governance and staged capital deployment tied to operational milestones.
Leads with an operator-first, value‑creation investment philosophy prioritizing control or board-level influence to drive operational improvements, revenue scaling and disciplined M&A. Targets technology and industrial growth companies where hands-on governance, integration experience and cross-border execution accelerate returns. Allocates capital to situations needing turnaround, consolidation or platform build‑outs, blending growth-oriented revenue expansion with private‑equity rigor on cost, cash conversion and exit readiness. Time horizon is medium-to-long; risk discipline emphasizes active oversight, clear KPI governance and staged capital deployment tied to operational milestones.
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:
45.41%
Gain -0.64%
Monthly
1.19%
Yearly
15.3%
Drawdown
17.39%
$718.64M
Equity
Holdings
$718.64M
Investment
$537.21M
$238.69M
Profit -$3.75M
Realized
$57.27M
Unrealized
$181.42M
Dividends
$39.49M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$3.75M
Win %
79%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$4.83M
Win %
79%
This Month
Compared to last month
Gain
-0.52%
Profit
-$3.75M
Win %
79%
This Year
Compared to last year
Gain
0.78%
Profit
$5.56M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$564,940.48 
GOOG Alphabet Inc
+6.88%
+$199,861.97 
GOOGL Alphabet Inc
+6.73%
+$165,446.61 
VRT Vertiv Holdings Co
+6.18%
+$14,928.28 
META Meta Platforms Inc Class A
+3.28%
+$86,331.4 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22,041.12 
MSFT Microsoft Corp.
+3.02%
+$136,118.18 
NVDA NVIDIA Corporation
+2.93%
+$204,361.15 
PI Impinj, Inc.
+2.62%
+$6,578.98 
OIH VanEck Oil Services ETF
+2.39%
+$6,717.05 
CVX Chevron Corporation
+2.35%
+$18,120.68 
MRVL Marvell Technology, Inc.
+2.32%
+$5,201.46 
CSCO Cisco Systems, Inc.
+2.14%
+$7,421.22 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$17,193.22 
TSSI TSS, Inc.
+1.85%
+$3,330 
CRM Salesforce Inc
+1.83%
+$4,554.55 
ORCL Oracle Corporation
+1.81%
+$14,525.28 
BSX Boston Scientific Corporation
+1.59%
+$14,880.32 
VZ Verizon Communications Inc.
+1.52%
+$5,199.6 
LMT Lockheed Martin Corporation
+1.5%
+$3,952.54 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,166.72 
GE General Electric Company
+1.42%
+$2,831.89 
SLB Schlumberger Limited
+1.39%
+$7,313.4 
KLAC KLA Corporation
+1.38%
+$12,502.34 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$9,517.38 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$300,213.24 
WFC Wells Fargo & Company
+1.19%
+$20,839.62 
AMAT Applied Materials, Inc.
+1.18%
+$5,929.52 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$6,184.62 
PTF Invesco Dorsey Wright Technology ETF
+1.12%
+$2,534.24 
VOX Vanguard Communication Services ETF
+1.12%
+$2,890.38 
VUG Vanguard Growth ETF
+1.1%
+$10,890.3 
NOW ServiceNow, Inc.
+1.05%
+$6,113.2 
FENY Fidelity MSCI Energy Index ETF
+1.04%
+$4,018.79 
ILCG iShares Morningstar Growth ETF
+1.01%
+$4,958.24 
XLE Energy Select Sector SPDR Fund
+1%
+$4,407.3 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$3,222.7 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,258.64 
ASTS AST SpaceMobile, Inc.
+0.92%
+$1,377 
UNP Union Pacific Corporation
+0.92%
+$5,254.58 
SCHW Charles Schwab Corporation
+0.87%
+$2,831.92 
IBM International Business Machines Corporation
+0.86%
+$2,194.57 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,705.97 
TSLA Tesla, Inc.
+0.76%
+$4,944.16 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,195 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$43,003.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$18,968.74 
AME Ametek Inc.
+0.71%
+$3,547.93 
SFY SoFi Select 500 ETF
+0.7%
+$2,333.99 
CAT Caterpillar Inc.
+0.7%
+$6,180.29 
BMY Bristol-Myers Squibb Company
+0.69%
+$15,302.7 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$12,526.66 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$2,855.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,724.16 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$2,027.89 
PLTR Palantir Technologies Inc.
+0.65%
+$30,798.32 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$110,955.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$14,403.76 
HEI Heico Corporation
+0.62%
+$3,722.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1.14M 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,500.61 
FVAL Fidelity Value Factor ETF
+0.57%
+$1,218.99 
MO Altria Group, Inc.
+0.57%
+$1,680.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,512.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$155,927.5 
FDRR Fidelity Dividend ETF for Rising Rates
+0.5%
+$1,927.12 
MSOS AdvisorShares Pure US Cannabis ETF
+0.47%
+$1,979.4 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,365.22 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,177.82 
AVGO Broadcom Inc.
+0.37%
+$5,986.08 
PG Procter & Gamble Co
+0.37%
+$1,262.99 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,185.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$6,671.2 
BAC Bank of America Corporation
+0.36%
+$13,372.7 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$9,527.74 
RF Regions Financial Corporation
+0.32%
+$2,594 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$3,537.26 
MRK Merck & Co., Inc.
+0.32%
+$881.11 
PCT PureCycle Technologies, Inc.
+0.32%
+$3,004.6 
SMH VanEck Semiconductor ETF
+0.3%
+$3,268.17 
PHO Invesco Water Resources ETF
+0.27%
+$986.1 
JPM JPMorgan Chase & Co.
+0.27%
+$24,134.5 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$2,251.2 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$2,118.21 
JNJ Johnson & Johnson
+0.21%
+$3,087.78 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$1,100 
MS Morgan Stanley
+0.17%
+$553.32 
PGF Invesco Financial Preferred ETF
+0.15%
+$827.06 
ISRG Intuitive Surgical, Inc.
+0.1%
+$186.83 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$290.07 
C Citigroup Inc.
+0.1%
+$232.55 
WMT Walmart Inc.
+0.09%
+$738.71 
YYY Amplify High Income ETF
+0.09%
+$1,481.39 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$446.2 
ABT Abbott Laboratories
+0.09%
+$201.6 
BKLN Invesco Senior Loan ETF
+0.05%
+$144.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$253.12 
DIS The Walt Disney Company
+0.03%
+$185.52 
IBCP Independent Bank Corporation
+0.03%
+$90 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$222.18 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$414.4 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.46M 
MU Micron Technology, Inc.
-5.9%
-$76,360.68 
OKLO Oklo Inc.
-5.5%
-$18,080 
XBI SPDR S&P Biotech ETF
-2.94%
-$61,321.21 
HUMA Humacyte, Inc.
-2.83%
-$5,120.5 
ABBV AbbVie Inc.
-2.51%
-$11,943.62 
BA Boeing Company
-2.15%
-$54,716.09 
ENVX Enovix Corporation
-2.15%
-$981 
UWMC UWM Holdings Corporation
-2.15%
-$460 
SLV iShares Silver Trust
-2.13%
-$5,750.16 
ARAI Arrive AI Inc.
-2.08%
-$76.7 
NFLX Netflix, Inc.
-2%
-$14,522.62 
AMD Advanced Micro Devices, Inc.
-1.9%
-$31,545.43 
UNH UnitedHealth Group Incorporated
-1.68%
-$29,086.02 
LRCX Lam Research Corporation
-1.58%
-$22,823.25 
NET Cloudflare Inc.
-1.56%
-$30,429 
WYNN Wynn Resorts, Limited
-1.38%
-$5,977 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$11,040.45 
FCX Freeport-McMoRan Inc.
-1.28%
-$3,371.22 
JOBY Joby Aviation, Inc.
-1.24%
-$6,795 
SRE Sempra
-1.15%
-$3,911.94 
LOW Lowe's Companies Inc.
-1.08%
-$2,315.4 
INTC Intel Corporation
-1.02%
-$9,102.84 
UPS United Parcel Service, Inc.
-1%
-$12,771.15 
XOM Exxon Mobil Corporation
-0.97%
-$21,459.78 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$3,815.11 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$69,652.25 
VHT Vanguard Health Care ETF
-0.76%
-$3,816.52 
MA Mastercard Incorporated
-0.74%
-$2,358.75 
IYH iShares U.S. Healthcare ETF
-0.7%
-$2,327.52 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,154.5 
AMGN Amgen Inc.
-0.64%
-$2,145.21 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,767.4 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,093.04 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,257.1 
PM Philip Morris International Inc.
-0.61%
-$2,376.5 
ECL Ecolab Inc.
-0.61%
-$1,321.83 
MBIN Merchants Bancorp Inc.
-0.59%
-$4,950 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,319.2 
SCHF Schwab International Equity ETF
-0.58%
-$2,199.68 
SBUX Starbucks Corporation
-0.57%
-$1,297.2 
IVLU iShares MSCI International Value Factor ETF
-0.55%
-$3,608.64 
COF Capital One Financial Corporation
-0.54%
-$1,393.3 
LLY Eli Lilly and Company
-0.53%
-$43,069.38 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,251.8 
STLD Steel Dynamics Inc.
-0.49%
-$1,371.45 
IWM iShares Russell 2000 ETF
-0.47%
-$51,797.98 
DVY iShares Select Dividend ETF
-0.45%
-$994.29 
HROW Harrow Inc.
-0.44%
-$8,092 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$29,664 
HD The Home Depot, Inc.
-0.42%
-$1,798.69 
VGT Vanguard Information Technology ETF
-0.38%
-$1,935 
FDX FedEx Corporation
-0.37%
-$1,069.5 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,508.55 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,635.17 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$762 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$864.61 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$1,246.98 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,540 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$59,701.97 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$724.66 
BSVO EA Bridgeway Omni Small-Cap Value Fund
-0.25%
-$839.79 
COST Costco Wholesale Corporation
-0.24%
-$2,179.65 
HBAN Huntington Bancshares Incorporated
-0.23%
-$945.86 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$435 
VB Vanguard Small-Cap ETF
-0.22%
-$1,159.58 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,440.8 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$879.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$543.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,489.44 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,085.83 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$369.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,446.35 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$4,075.7 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$2,060.41 
IXUS iShares Core International Stock ETF
-0.15%
-$1,181.46 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$261 
EXR Extra Space Storage Inc.
-0.12%
-$906.19 
MUB iShares National Muni Bond ETF
-0.11%
-$754.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$321.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,980.36 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,500.2 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$275.2 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$237.9 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$10,022.7 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,012.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$732.68 
EUFN iShares MSCI Europe Financials ETF
-0.05%
-$180.1 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$23,973.88 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$32,714.8 
V Visa Inc. Class A
-0.04%
-$230.56 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$56.63 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$7,225.12 
TGT Target Corporation
-0.01%
-$96.6 
UBER Uber Technologies, Inc.
-0.01%
-$268.98 Events
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Dividends
Dividend Analysis
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| Trades 2187 | Longs Won 1651/2187 75% | Profit Factor 7.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.21M |
| Average Win $167,254.15 | Best Trade (Aug 14) $51.67M | Sharpe Ratio -11.39 |
| Average Loss -$69,858.85 | Worst Trade (Sep 30) -$2.44M | Z-Score 12.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $109,141.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,378 | $7.87M | $18.34M | - | $10.48M | 133.18% | -7.354% |
| ABBV AbbVie Inc. | 1,846 | $277,791.01 | $463,235.24 | - | $185,444.23 | 66.76% | -2.513% |
| ABT Abbott Laboratories | 2,240 | $243,860.31 | $236,768 | - | -$7,092.31 | -2.91% | +0.085% |
| AMAT Applied Materials, Inc. | 1,005 | $210,427.26 | $510,208.36 | - | $299,781.1 | 142.46% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,414 | $343,129.36 | $1.63M | - | $1.28M | 373.75% | -1.904% |
| AME Ametek Inc. | 2,087 | $291,595.64 | $504,448.79 | - | $212,853.15 | 73% | +0.708% |
| AMGN Amgen Inc. | 865 | $313,176 | $333,163.4 | - | $19,987.4 | 6.38% | -0.64% |
| AMZN Amazon.com Inc | 15,658 | $1.97M | $4.25M | - | $2.28M | 115.31% | +15.321% |
| ARAI Arrive AI Inc. | 15,340 | $175,867.02 | $3,604.9 | - | -$172,262.12 | -97.95% | -2.083% |
| ASML ASML Holding N.V. New York Registry Shares | 492 | $501,380.54 | $801,468 | - | $300,087.46 | 59.85% | -1.359% |
| ASTS AST SpaceMobile, Inc. | 2,550 | $226,593 | $150,399 | - | -$76,194 | -33.63% | +0.924% |
| AVGO Broadcom Inc. | 4,157 | $513,664.6 | $1.62M | - | $1.1M | 215.04% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,328 | $645,337.39 | $792,771.84 | - | $147,434.45 | 22.85% | +0.032% |
| BA Boeing Company | 11,495 | $2.19M | $2.48M | - | $292,447.79 | 13.34% | -2.155% |
| BAC Bank of America Corporation | 60,785 | $2.26M | $3.77M | - | $1.5M | 66.43% | +0.356% |
| BKLN Invesco Senior Loan ETF | 14,404 | $295,741.39 | $293,697.56 | - | -$2,043.83 | -0.69% | +0.049% |
| BMY Bristol-Myers Squibb Company | 34,006 | $1.83M | $2.22M | - | $386,655.81 | 21.08% | +0.694% |
| BND Vanguard Total Bond Market Index Fund | 3,814 | $282,507.75 | $275,485.22 | - | -$7,022.53 | -2.49% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 2,788 | $1.1M | $1.43M | - | $325,750.31 | 29.6% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 3,965 | $312,021.31 | $307,604.7 | - | -$4,416.61 | -1.42% | -0.077% |
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FAQ
Which stocks have generated the highest profits for Bradley H. Owens?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $15.28M, Fidelity Nasdaq Composite Index Fund - $12.1M, iShares Russell 2000 ETF - $11.31M, Eli Lilly and Company - $10.9M, and iShares 0-5 Year Investment Grade Corporate Bond ETF - $6.66M. 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: Oracle Corporation - $1.94M, iShares Russell 1000 Value ETF - $1.71M, iShares Core S&P 500 ETF - $1.52M, Invesco S&P 500 Equal Weight ETF - $1.51M, and KLA Corporation - $1.4M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradley H. Owens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.49M earned over time. The largest contributors to dividend income include iShares 0-5 Year Investment Grade Corporate Bond ETF - $6.66M, Amplify High Income ETF - $5.97M, iShares Core S&P Total U.S. Stock Market ETF - $5.79M, iShares Floating Rate Bond ETF - $3.55M, and VANGUARD TOTAL STOCK MKT ETF - $878,744.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley H. Owens's monthly returns?
Bradley H. Owens'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 Bradley H. Owens's strategy be considered aggressive or moderate?
Bradley H. Owens's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bradley H. Owens's strategy?
Bradley H. Owens's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
