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:
56.92%
Gain -0.42%
Monthly
1.14%
Yearly
14.63%
Drawdown
17.39%
$715.62M
Equity
Holdings
$715.62M
Investment
$537.21M
$235.67M
Profit -$2.17M
Realized
$57.27M
Unrealized
$178.4M
Dividends
$41.77M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$2.17M
Win %
75%
This Week
Compared To Last Week
Gain
-1.08%
Profit
-$7.81M
Win %
75%
This Month
Compared to last month
Gain
0.22%
Profit
$1.58M
Win %
75%
This Year
Compared to last year
Gain
0.35%
Profit
$2.54M
Win %
76%
PCT PureCycle Technologies, Inc.
+5.95%
+$28,543.7 
C Citigroup Inc.
+2.98%
+$6,565.63 
PM Philip Morris International Inc.
+2.63%
+$10,603.71 
PNC The PNC Financial Services Group, Inc.
+2.53%
+$11,071.77 
JPM JPMorgan Chase & Co.
+2.52%
+$217,467.25 
EXR Extra Space Storage Inc.
+2.3%
+$16,896.1 
COF Capital One Financial Corporation
+2.28%
+$5,597.82 
LMT Lockheed Martin Corporation
+2.28%
+$5,569.28 
RF Regions Financial Corporation
+2.12%
+$15,045.2 
WFC Wells Fargo & Company
+2.08%
+$35,243.47 
STLD Steel Dynamics Inc.
+2.01%
+$5,341.99 
GE General Electric Company
+1.99%
+$3,490.6 
LOW Lowe's Companies Inc.
+1.97%
+$3,937.2 
HD The Home Depot, Inc.
+1.94%
+$7,751.07 
IBCP Independent Bank Corporation
+1.93%
+$6,120 
HBAN Huntington Bancshares Incorporated
+1.79%
+$6,502.93 
DIS The Walt Disney Company
+1.79%
+$12,244.32 
HUMA Humacyte, Inc.
+1.66%
+$1,967.35 
SLB Schlumberger Limited
+1.62%
+$8,442.67 
BAC Bank of America Corporation
+1.54%
+$48,324.07 
SRE Sempra
+1.54%
+$4,785.48 
LLY Eli Lilly and Company
+1.51%
+$132,791.4 
PG Procter & Gamble Co
+1.49%
+$5,588.14 
HEI Heico Corporation
+1.48%
+$7,785.98 
KRE SPDR S&P Regional Banking ETF
+1.45%
+$13,371.39 
MO Altria Group, Inc.
+1.33%
+$4,221.84 
VZ Verizon Communications Inc.
+1.32%
+$4,345.38 
JNJ Johnson & Johnson
+1.3%
+$19,254.93 
OIH VanEck Oil Services ETF
+1.2%
+$3,380.96 
MRK Merck & Co., Inc.
+1.2%
+$3,739.26 
XLF Financial Select Sector SPDR Fund
+1.19%
+$21,618.93 
XLU Utilities Select Sector SPDR Fund
+1.18%
+$3,405.5 
COST Costco Wholesale Corporation
+1.17%
+$10,927.08 
UPS United Parcel Service, Inc.
+1.16%
+$13,744.19 
BRK-B Berkshire Hathaway Inc.
+1.15%
+$16,797.7 
DVY iShares Select Dividend ETF
+1.13%
+$2,471.99 
AAPL Apple Inc.
+1.13%
+$229,495.97 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.12%
+$5,110.35 
XLE Energy Select Sector SPDR Fund
+1.11%
+$5,527.8 
CVX Chevron Corporation
+1.08%
+$9,461.24 
FENY Fidelity MSCI Energy Index ETF
+1.05%
+$4,550.7 
BA Boeing Company
+1%
+$21,770.38 
DISV Dimensional International Small Cap Equity Fund
+0.99%
+$2,418.25 
V Visa Inc. Class A
+0.98%
+$6,456.24 
FCX Freeport-McMoRan Inc.
+0.97%
+$2,830.17 
EUFN iShares MSCI Europe Financials ETF
+0.97%
+$3,376.87 
IVLU iShares MSCI International Value Factor ETF
+0.95%
+$6,089.58 
ABBV AbbVie Inc.
+0.95%
+$4,947.26 
SDY SPDR S&P Dividend ETF
+0.93%
+$5,005 
CSRE Cohen & Steers Real Estate Active ETF
+0.91%
+$1,905 
AMGN Amgen Inc.
+0.91%
+$3,412.43 
WMT Walmart Inc.
+0.88%
+$7,682.48 
MS Morgan Stanley
+0.86%
+$2,413.07 
MBIN Merchants Bancorp Inc.
+0.82%
+$6,000 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$4,694.3 
XOM Exxon Mobil Corporation
+0.78%
+$19,215.62 
GS The Goldman Sachs Group, Inc.
+0.78%
+$2,235.16 
VYM Vanguard High Dividend Yield ETF
+0.74%
+$9,028.18 
EFA iShares MSCI EAFE ETF
+0.71%
+$3,651.9 
DFSV Dimensional US Small Cap Value ETF
+0.71%
+$4,207.68 
BMY Bristol-Myers Squibb Company
+0.69%
+$14,282.52 
DFAT Dimensional US Targeted Value ETF
+0.67%
+$8,522.6 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.63%
+$2,070.72 
FDX FedEx Corporation
+0.63%
+$1,729.79 
AVUV Avantis U.S. Small Cap Value ETF
+0.61%
+$4,682.72 
SCHF Schwab International Equity ETF
+0.59%
+$2,199.68 
ISRG Intuitive Surgical, Inc.
+0.58%
+$1,287.13 
SBUX Starbucks Corporation
+0.5%
+$1,047.27 
DFUV Dimensional US Marketwide Value ETF
+0.49%
+$5,159 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.46%
+$3,397.78 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$1,881.44 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$2,557.78 
ECL Ecolab Inc.
+0.45%
+$1,001.03 
MA Mastercard Incorporated
+0.41%
+$1,404.14 
IJS iShares S&P Small-Cap 600 Value ETF
+0.4%
+$1,933.36 
IWD iShares Russell 1000 Value ETF
+0.39%
+$1,962 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.38%
+$2,521.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.36%
+$2,337.51 
TGT Target Corporation
+0.35%
+$2,659.25 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$10,029.2 
FDRR Fidelity Dividend ETF for Rising Rates
+0.3%
+$1,161.94 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$693.6 
ABT Abbott Laboratories
+0.29%
+$672 
BSX Boston Scientific Corporation
+0.26%
+$2,344.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.24%
+$604.4 
PHO Invesco Water Resources ETF
+0.23%
+$856.35 
IXUS iShares Core International Stock ETF
+0.23%
+$1,856.58 
PRF Invesco FTSE RAFI US 1000 ETF
+0.21%
+$1,320 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$1,719.96 
UNP Union Pacific Corporation
+0.19%
+$1,102.08 
IWS iShares Russell Mid-Cap Value ETF
+0.19%
+$767.36 
IYH iShares U.S. Healthcare ETF
+0.15%
+$557.63 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.15%
+$2,823.59 
VPLS Vanguard Core-Plus Bond ETF
+0.14%
+$287.38 
BND Vanguard Total Bond Market Index Fund
+0.13%
+$343.26 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$2,649.2 
BSV Vanguard Short-Term Bond ETF
+0.11%
+$337.02 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.11%
+$59,934.7 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$1,856.86 
VTEB Vanguard Tax-Exempt Bond ETF
+0.09%
+$1,350.18 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$73,608.3 
IJR iShares Core S&P Small-Cap ETF
+0.08%
+$155.76 
ASML ASML Holding N.V. New York Registry Shares
+0.07%
+$565.83 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.05%
+$165.12 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$14,451.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$388.81 
BKLN Invesco Senior Loan ETF
+0.02%
+$72.02 
FVAL Fidelity Value Factor ETF
+0.02%
+$53 
MUB iShares National Muni Bond ETF
+0.01%
+$31.44 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
PGF Invesco Financial Preferred ETF
0%
$0 
NET Cloudflare Inc.
-7%
-$152,835.07 
CRWD CrowdStrike Holdings, Inc.
-6.74%
-$64,442.96 
PLTR Palantir Technologies Inc.
-6.04%
-$465,825.8 
PTF Invesco Dorsey Wright Technology ETF
-4.63%
-$11,462.25 
NOW ServiceNow, Inc.
-4.46%
-$34,887.45 
HROW Harrow Inc.
-4.4%
-$60,214 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.33%
-$42,555.52 
IGV iShares Expanded Tech-Software Sector ETF
-4.09%
-$33,573.12 
INTC Intel Corporation
-4.04%
-$37,683.8 
ENVX Enovix Corporation
-3.92%
-$1,144.5 
ASTS AST SpaceMobile, Inc.
-3.8%
-$4,309.5 
ARAI Arrive AI Inc.
-3.72%
-$78.23 
MU Micron Technology, Inc.
-3.65%
-$50,256.42 
ORCL Oracle Corporation
-3.61%
-$30,496.8 
AMD Advanced Micro Devices, Inc.
-3.6%
-$69,201.71 
LRCX Lam Research Corporation
-3.51%
-$47,297.39 
CRM Salesforce Inc
-3.31%
-$11,255.69 
OKLO Oklo Inc.
-3.27%
-$7,840 
MRVL Marvell Technology, Inc.
-3.12%
-$9,194.14 
AMAT Applied Materials, Inc.
-3.08%
-$13,306.21 
MSOS AdvisorShares Pure US Cannabis ETF
-3.03%
-$12,371.25 
KLAC KLA Corporation
-2.82%
-$24,703.37 
XBI SPDR S&P Biotech ETF
-2.76%
-$57,049.2 
VRT Vertiv Holdings Co
-2.48%
-$5,655.13 
AVGO Broadcom Inc.
-2.31%
-$33,048.15 
META Meta Platforms Inc Class A
-2.27%
-$81,717.01 
UWMC UWM Holdings Corporation
-2.17%
-$287.5 
NFLX Netflix, Inc.
-2.04%
-$14,771.3 
TSSI TSS, Inc.
-1.95%
-$2,682.5 
SMH VanEck Semiconductor ETF
-1.92%
-$21,493.66 
XLK State Street Technology Select Sector SPDR ETF
-1.89%
-$8,260.98 
CSCO Cisco Systems, Inc.
-1.85%
-$6,199.62 
FTEC Fidelity MSCI Information Technology Index ETF
-1.8%
-$14,424.98 
VGT Vanguard Information Technology ETF
-1.79%
-$9,877.5 
IWP iShares Russell Mid-Cap Growth ETF
-1.56%
-$4,205.08 
GOOGL Alphabet Inc
-1.5%
-$38,518.06 
MSFT Microsoft Corp.
-1.49%
-$80,107.91 
PI Impinj, Inc.
-1.43%
-$4,632.5 
GOOG Alphabet Inc
-1.4%
-$41,851.81 
QQQ Invesco QQQ Trust, Series 1
-1.39%
-$252,648.9 
QQQM Invesco NASDAQ 100 ETF
-1.36%
-$5,991.05 
UNH UnitedHealth Group Incorporated
-1.32%
-$22,030.51 
PDP Invesco Dorsey Wright Momentum ETF
-1.32%
-$14,795.28 
VTWG Vanguard Russell 2000 Growth ETF
-1.24%
-$99,177.7 
QQQI Neos NASDAQ-100 High Income ETF
-1.22%
-$3,774.11 
FBCG Fidelity Blue Chip Growth Fund
-1.2%
-$6,730.3 
ONEQ Fidelity Nasdaq Composite Index Fund
-1.13%
-$290,450.44 
SCHW Charles Schwab Corporation
-1.11%
-$3,267.6 
IBM International Business Machines Corporation
-1.05%
-$2,838.03 
EEM iShares MSCI Emerging Markets ETF
-1.05%
-$5,003.1 
VUG Vanguard Growth ETF
-1.04%
-$10,944.17 
IEMG iShares Core MSCI Emerging Markets ETF
-1%
-$11,487.69 
ILCG iShares Morningstar Growth ETF
-0.98%
-$5,024.65 
VOX Vanguard Communication Services ETF
-0.87%
-$2,423.03 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$2,851.31 
JOBY Joby Aviation, Inc.
-0.83%
-$3,020 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$3,121.56 
WYNN Wynn Resorts, Limited
-0.73%
-$2,429.5 
TSLA Tesla, Inc.
-0.73%
-$5,548.4 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.72%
-$1,377.5 
SFY SoFi Select 500 ETF
-0.72%
-$2,535.52 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.65%
-$89,622.98 
IWM iShares Russell 2000 ETF
-0.48%
-$49,561.97 
VTWO Vanguard Russell 2000 ETF
-0.47%
-$30,850.32 
VB Vanguard Small-Cap ETF
-0.42%
-$2,143.54 
UBER Uber Technologies, Inc.
-0.39%
-$7,396.95 
DFUS Dimensional U.S. Equity Market ETF
-0.36%
-$6,822.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.35%
-$698,491.56 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$106,095 
IWR iShares Russell Mid-Cap ETF
-0.33%
-$70,294.26 
SNPE Xtrackers S&P 500 ESG ETF
-0.33%
-$1,130.35 
AMZN Amazon.com Inc
-0.3%
-$12,056.5 
VOO Vanguard S&P 500 ETF
-0.3%
-$8,352.42 
IVV iShares Core S&P 500 ETF
-0.29%
-$2,539.54 
NVDA NVIDIA Corporation
-0.29%
-$22,647.91 
PFF iShares Preferred and Income Securities ETF
-0.29%
-$821.87 
SPY SPDR S&P 500 ETF Trust
-0.26%
-$16,347.43 
IWV ISHARES RUSSELL 3000 ETF
-0.26%
-$694.96 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.25%
-$6,044.44 
IJH iShares Core S&P Mid-Cap ETF
-0.15%
-$442.31 
CAT Caterpillar Inc.
-0.15%
-$1,199.02 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.11%
-$2,084.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.1%
-$202.5 
SLV iShares Silver Trust
-0.1%
-$252.2 
AME Ametek Inc.
-0.07%
-$375.66 
VO Vanguard Mid-Cap ETF
-0.05%
-$732.68 
VHT Vanguard Health Care ETF
-0.05%
-$260.96 
YYY Amplify High Income ETF
-0.05%
-$740.7 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$414.4 Events
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Dividends
Dividend Analysis
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| Trades 2187 | Longs Won 1616/2187 73% | Profit Factor 6.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $170,643.83 | Best Trade (Oct 15) $50.71M | Sharpe Ratio -11.39 |
| Average Loss -$70,202.74 | Worst Trade (Sep 30) -$2.44M | Z-Score 14.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 4w 1d | Expectancy $107,761.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 59,378 | $7.87M | $20.54M | - | $12.67M | 161.08% | +1.13% |
| ABBV AbbVie Inc. | 1,846 | $277,791.01 | $528,103.66 | - | $250,312.65 | 90.11% | +0.946% |
| ABT Abbott Laboratories | 2,240 | $243,860.31 | $235,155.2 | - | -$8,705.11 | -3.57% | +0.287% |
| AMAT Applied Materials, Inc. | 1,005 | $210,427.26 | $418,853.85 | - | $208,426.59 | 99.05% | -3.079% |
| AMD Advanced Micro Devices, Inc. | 3,414 | $343,129.36 | $1.85M | - | $1.51M | 439.23% | -3.605% |
| AME Ametek Inc. | 2,087 | $291,595.64 | $518,285.58 | - | $226,689.94 | 77.74% | -0.072% |
| AMGN Amgen Inc. | 865 | $313,176 | $378,848.37 | - | $65,672.37 | 20.97% | +0.909% |
| AMZN Amazon.com Inc | 15,658 | $1.97M | $3.98M | - | $2M | 101.37% | -0.302% |
| ARAI Arrive AI Inc. | 15,340 | $175,867.02 | $2,024.88 | - | -$173,842.14 | -98.85% | -3.72% |
| ASML ASML Holding N.V. New York Registry Shares | 492 | $501,380.54 | $816,026.28 | - | $314,645.74 | 62.76% | +0.069% |
| ASTS AST SpaceMobile, Inc. | 2,550 | $226,593 | $109,063.5 | - | -$117,529.5 | -51.87% | -3.801% |
| AVGO Broadcom Inc. | 4,157 | $513,664.6 | $1.4M | - | $884,667.06 | 172.23% | -2.309% |
| AVUV Avantis U.S. Small Cap Value ETF | 6,328 | $645,337.39 | $766,827.04 | - | $121,489.65 | 18.83% | +0.614% |
| BA Boeing Company | 11,495 | $2.19M | $2.19M | - | -$859.78 | -0.04% | +1.003% |
| BAC Bank of America Corporation | 60,785 | $2.26M | $3.19M | - | $928,382.08 | 41.03% | +1.538% |
| BKLN Invesco Senior Loan ETF | 14,404 | $295,741.39 | $294,849.88 | - | -$891.51 | -0.3% | +0.024% |
| BMY Bristol-Myers Squibb Company | 34,006 | $1.83M | $2.07M | - | $239,749.89 | 13.07% | +0.693% |
| BND Vanguard Total Bond Market Index Fund | 3,814 | $282,507.75 | $270,412.6 | - | -$12,095.15 | -4.28% | +0.127% |
| BRK-B Berkshire Hathaway Inc. | 2,788 | $1.1M | $1.48M | - | $381,970.33 | 34.71% | +1.146% |
| BSV Vanguard Short-Term Bond ETF | 3,965 | $312,021.31 | $303,897.42 | - | -$8,123.89 | -2.6% | +0.111% |
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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 - $15.81M, Fidelity Nasdaq Composite Index Fund - $12.12M, iShares Russell 2000 ETF - $11.34M, Eli Lilly and Company - $10.91M, and iShares 0-5 Year Investment Grade Corporate Bond ETF - $7.27M. 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 - $1.93M, iShares Russell 1000 Value ETF - $1.71M, iShares Core S&P 500 ETF - $1.52M, Invesco S&P 500 Equal Weight ETF - $1.5M, 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 $41.77M earned over time. The largest contributors to dividend income include iShares 0-5 Year Investment Grade Corporate Bond ETF - $7.27M, iShares Core S&P Total U.S. Stock Market ETF - $6.32M, Amplify High Income ETF - $6.01M, iShares Floating Rate Bond ETF - $3.68M, and VANGUARD TOTAL STOCK MKT ETF - $955,542.62. 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.
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