Robert Glass Portfolio
Invests via AlphaCentric Advisors LLC | Managed by Robert Glass, Jerry Szilagyi
Invests via AlphaCentric Advisors LLC
Managed by Robert Glass, Jerry Szilagyi
Automatically Tracked
Robert Glass Profile
With a robust background in financial technology, Robert Glass has distinguished himself as an influential entrepreneur and innovator. His career trajectory includes founding several startups that leverage advanced analytics to transform traditional banking processes. As a leader committed to enhancing customer experiences, he focuses on integrating technology solutions that streamline operations and drive efficiency in the finance sector. Glass is known for his ability to navigate complex market landscapes, positioning his ventures at the forefront of industry trends. His initiatives are shaping the future of financial services by fostering greater accessibility and user engagement.
With a robust background in financial technology, Robert Glass has distinguished himself as an influential entrepreneur and innovator. His career trajectory includes founding several startups that leverage advanced analytics to transform traditional banking processes. As a leader committed to enhancing customer experiences, he focuses on integrating technology solutions that streamline operations and drive efficiency in the finance sector. Glass is known for his ability to navigate complex market landscapes, positioning his ventures at the forefront of industry trends. His initiatives are shaping the future of financial services by fostering greater accessibility and user engagement.
Investment Philosophy & Strategy
With an eye on transformative opportunities within the financial sector, Robert Glass embodies a growth-driven mindset. His extensive experience in founding technology-centric startups informs his strategic direction and focus on operational excellence. By prioritizing innovative solutions that simplify banking processes, he enhances overall customer engagement while positioning ventures ahead of emerging trends. This approach not only caters to evolving market needs but also aims to redefine industry standards through efficiency and accessibility. The blend of entrepreneurial spirit with technological insight allows him to seize pivotal moments for disruption.
With an eye on transformative opportunities within the financial sector, Robert Glass embodies a growth-driven mindset. His extensive experience in founding technology-centric startups informs his strategic direction and focus on operational excellence. By prioritizing innovative solutions that simplify banking processes, he enhances overall customer engagement while positioning ventures ahead of emerging trends. This approach not only caters to evolving market needs but also aims to redefine industry standards through efficiency and accessibility. The blend of entrepreneurial spirit with technological insight allows him to seize pivotal moments for disruption.
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:
6.61%
Gain 0%
Monthly
0.41%
Yearly
4.98%
Drawdown
25.99%
$111.97M
Equity
Holdings
$111.97M
Investment
$106.17M
$40.22M
Profit +$59,264.8
Realized
$34.43M
Unrealized
$5.79M
Dividends
$20.51M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$59,264.8
Win %
56%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$446,589.24
Win %
56%
This Month
Compared to last month
Gain
-4.98%
Profit
-$5.87M
Win %
56%
This Year
Compared to last year
Gain
-4.98%
Profit
-$5.87M
Win %
60%
VRSN Verisign Inc.
+7.04%
+$15,620.17 
AAL American Airlines Group Inc.
+6.75%
+$6,684.07 
VZ Verizon Communications Inc.
+5.84%
+$15,953.92 
T AT&T Inc.
+5.1%
+$21,887.19 
EWTX Edgewise Therapeutics, Inc.
+3.94%
+$24,552 
SGI Somnigroup International Inc.
+3.94%
+$3,070.43 
DAL Delta Air Lines, Inc.
+3.77%
+$13,188.11 
SION Sionna Therapeutics Inc.
+3.72%
+$7,975.32 
BLDR Builders FirstSource, Inc.
+3.27%
+$28,875 
PGR Progressive Corporation
+3.27%
+$3,008.2 
SMA SmartStop Self Storage REIT Inc.
+3.09%
+$26,000 
UHS Universal Health Services, Inc.
+2.96%
+$2,988.16 
TRV The Travelers Companies, Inc.
+2.89%
+$5,346.99 
MANH Manhattan Associates Inc.
+2.88%
+$21,200.05 
WRB W.R. Berkley Corporation
+2.77%
+$4,100.6 
VTR Ventas Inc.
+2.67%
+$9,863.19 
EEFT Euronet Worldwide, Inc.
+2.61%
+$40,400 
GREK Global X MSCI Greece ETF
+2.55%
+$4,433.28 
UAL United Airlines Holdings, Inc.
+2.53%
+$7,154 
MET MetLife Inc.
+2.48%
+$3,258.67 
GM General Motors Company
+2.44%
+$4,507.36 
KRYS Krystal Biotech Inc.
+2.35%
+$14,957.05 
ITIC Investors Title Company
+2.29%
+$4,850.1 
ABT Abbott Laboratories
+2.29%
+$4,167.24 
VNQ Vanguard Real Estate ETF
+2.15%
+$5,475.96 
ALL Allstate Corporation
+2.14%
+$3,580.65 
SYRE Spyre Therapeutics, Inc.
+2.14%
+$14,273.8 
TRVI Trevi Therapeutics Inc.
+2.07%
+$8,632.53 
ANGI Angi Inc. Class A Common Stock
+2.03%
+$5,500 
L Loews Corporation
+1.96%
+$9,111.78 
PFG Principal Financial Group, Inc.
+1.94%
+$3,236.48 
JLL Jones Lang LaSalle Inc.
+1.9%
+$1,821 
NDAQ Nasdaq, Inc.
+1.85%
+$4,602.51 
ICE Intercontinental Exchange, Inc.
+1.8%
+$3,431.37 
DG Dollar General Corporation
+1.8%
+$3,514.86 
CMCSA Comcast Corp
+1.71%
+$3,750 
ISRG Intuitive Surgical, Inc.
+1.65%
+$9,590.02 
JNJ Johnson & Johnson
+1.59%
+$5,744.83 
COR Cencora, Inc.
+1.58%
+$5,390.29 
SYF Synchrony Financial
+1.57%
+$1,809.13 
F Ford Motor Company
+1.55%
+$3,816.78 
PNNT PennantPark Investment Corporation
+1.54%
+$12,500 
HCA HCA Healthcare Inc.
+1.51%
+$4,557.69 
MTB M&T Bank Corporation
+1.48%
+$2,210.68 
AHRT AMERICAN HEALTHCARE REIT INC
+1.44%
+$11,500 
EVR Evercore Inc.
+1.44%
+$2,859.37 
COF Capital One Financial Corporation
+1.44%
+$2,793.59 
GMED Globus Medical Inc.
+1.42%
+$10,700 
EWD iShares MSCI Sweden ETF
+1.41%
+$2,025.1 
GL Globe Life Inc.
+1.4%
+$4,536 
SGU Star Group L.P.
+1.4%
+$2,063.16 
HALO Halozyme Therapeutics Inc.
+1.35%
+$10,274.34 
EWG iShares MSCI Germany ETF
+1.31%
+$798.18 
GD General Dynamics Corporation
+1.3%
+$3,972.95 
DSGN Design Therapeutics, Inc.
+1.29%
+$3,230.55 
CSCO Cisco Systems, Inc.
+1.25%
+$5,115.48 
AMGN Amgen Inc.
+1.22%
+$10,723.5 
IONS Ionis Pharmaceuticals, Inc.
+1.22%
+$10,492.4 
EWP iShares MSCI Spain ETF
+1.17%
+$1,818.15 
BFS Saul Centers Inc.
+1.16%
+$14,350 
INVH Invitation Homes Inc.
+1.16%
+$24,820 
RPV Invesco S&P 500 Pure Value ETF
+1.15%
+$16,364.7 
EWU iShares MSCI United Kingdom ETF
+1.14%
+$1,723.56 
ALNY Alnylam Pharmaceuticals Inc
+1.13%
+$4,211.7 
EZA iShares MSCI South Africa ETF
+1.06%
+$1,130.88 
USB U.S. Bancorp
+1.01%
+$1,670.4 
ABBV AbbVie Inc.
+0.95%
+$8,815.65 
FIVE Five Below, Inc.
+0.93%
+$1,107.32 
NBIX Neurocrine Biosciences Inc.
+0.93%
+$15,757.84 
UMH UMH Properties, Inc.
+0.91%
+$1,400 
CAH Cardinal Health Inc.
+0.91%
+$4,038.5 
VRTX Vertex Pharmaceuticals Incorporated
+0.9%
+$21,358.51 
CTO CTO Realty Growth, Inc.
+0.87%
+$6,650 
LLY Eli Lilly and Company
+0.86%
+$487.68 
INCY Incyte Corporation
+0.84%
+$14,161.98 
IWD iShares Russell 1000 Value ETF
+0.84%
+$11,888.38 
LUV Southwest Airlines Co.
+0.83%
+$893.18 
EWA iShares MSCI Australia ETF
+0.81%
+$5,399.48 
CVS CVS Health Corporation
+0.8%
+$1,449.25 
BIIB Biogen Inc.
+0.78%
+$6,108.87 
KGC Kinross Gold Corporation
+0.76%
+$1,350.72 
EWI iShares MSCI Italy ETF
+0.7%
+$1,079.4 
MAT Mattel Inc.
+0.7%
+$3,000 
TKO Tko Group Holdings Inc.
+0.66%
+$616.43 
RF Regions Financial Corporation
+0.65%
+$1,027.4 
DWX SPDR S&P International Dividend ETF
+0.61%
+$3,006.47 
EWW iShares MSCI Mexico ETF
+0.6%
+$985.05 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$2,950.7 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$11,279.95 
EWQ iShares MSCI France ETF
+0.58%
+$862.94 
THD iShares MSCI Thailand ETF
+0.58%
+$981.54 
MICC The Magnum Ice Cream Company N.V.
+0.56%
+$4,000 
SOR Source Capital
+0.54%
+$408 
XRN Chiron Real Estate Inc.
+0.54%
+$1,000 
WVE Wave Life Sciences Ltd.
+0.52%
+$1,070.1 
REM iShares Mortgage Real Estate ETF
+0.51%
+$2,225.41 
PTGX Protagonist Therapeutics Inc.
+0.5%
+$6,236.37 
TJX The TJX Companies, Inc.
+0.48%
+$1,326.82 
ASND Ascendis Pharma A/S
+0.47%
+$5,502 
TD The Toronto-Dominion Bank
+0.47%
+$1,154.72 
IVZ Invesco Ltd.
+0.44%
+$2,142.79 
AEM Agnico Eagle Mines Limited
+0.43%
+$173.6 
CME CME Group Inc.
+0.39%
+$878.12 
EWL iShares MSCI Switzerland ETF
+0.36%
+$531.74 
IQV IQVIA Holdings Inc.
+0.35%
+$608.81 
PBP Invesco S&P 500 BuyWrite ETF
+0.35%
+$1,730.16 
EPOL iShares MSCI Poland ETF
+0.34%
+$593.32 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.34%
+$442.91 
ROK Rockwell Automation, Inc.
+0.33%
+$3,020.02 
MUB iShares National Muni Bond ETF
+0.28%
+$372.36 
GPK Graphic Packaging Holding Company
+0.27%
+$1,350 
AAT American Assets Trust, Inc.
+0.25%
+$1,800 
HHH Howard Hughes Holdings Inc.
+0.24%
+$2,400 
ORKA Oruka Therapeutics, Inc.
+0.23%
+$1,371.51 
AGIO Agios Pharmaceuticals Inc.
+0.22%
+$1,133.84 
MDGL Madrigal Pharmaceuticals, Inc.
+0.21%
+$216.93 
BBJP JPMorgan BetaBuilders Japan Fund
+0.19%
+$1,272.74 
IEF iShares 7-10 Year Treasury Bond ETF
+0.19%
+$657.13 
LHX L3Harris Technologies, Inc.
+0.18%
+$453.58 
KYMR Kymera Therapeutics Inc.
+0.17%
+$1,023.15 
IEI iShares 3-7 Year Treasury Bond ETF
+0.15%
+$886.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.12%
+$566.28 
HPE Hewlett Packard Enterprise Company
+0.1%
+$116.85 
BKLN Invesco Senior Loan ETF
+0.1%
+$483.06 
CRNX Crinetics Pharmaceuticals Inc.
+0.1%
+$789.28 
MOS Mosaic Company
+0.09%
+$108.26 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$842.01 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$104.92 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$103.14 
CBOE Cboe Global Markets Inc.
+0.07%
+$227.45 
PFF iShares Preferred and Income Securities ETF
+0.07%
+$255 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$89.36 
CSR Centerspace Inc.
+0.05%
+$150 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$121.84 
APGE Apogee Therapeutics Inc.
+0.01%
+$230.78 
EWO iShares MSCI Austria ETF
0%
+$1.48 
AXR Amrep Corp.
0%
$0 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
0%
$0 
G2004J103
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
XTIA XTI Aerospace Inc.
0%
$0 
KSCP Knightscope, Inc.
-14.71%
-$18,750 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.82%
-$5,343.89 
AAOI Applied Optoelectronics, Inc.
-10.6%
-$4,000.19 
UMAC Unusual Machines Inc.
-10.04%
-$108,000 
CRDO Credo Technology Group Holding Ltd.
-9.87%
-$13,846.56 
STXS Stereotaxis Inc.
-8.51%
-$72,000 
AEVA Aeva Technologies, Inc.
-7.76%
-$62,500 
TEM Tempus AI, Inc.
-7.22%
-$49,799.97 
MU Micron Technology, Inc.
-6.99%
-$25,764.72 
AMPX Amprius Technologies Inc.
-6.76%
-$33,500 
STX Seagate Technology Holdings plc
-6.75%
-$11,285.61 
TER Teradyne, Inc.
-6.38%
-$3,288.54 
RDW Redwire Corporation
-6.36%
-$38,350 
EWY iShares MSCI South Korea ETF
-6.27%
-$9,090.59 
SIDU Sidus Space Inc.
-6.09%
-$24,000 
RZLT Rezolute, Inc.
-6.03%
-$23,121.6 
AVAV AeroVironment Inc.
-5.81%
-$33,662.26 
LUNR Intuitive Machines, Inc.
-5.69%
-$19,497.5 
PDYN Palladyne AI Corp
-5.54%
-$29,000 
QBTS D-Wave Quantum Inc.
-5.21%
-$22,250 
PRCT Procept BioRobotics Corporation
-4.96%
-$13,050 
RCAT Red Cat Holdings, Inc.
-4.86%
-$19,500 
RGTI Rigetti Computing Inc
-4.71%
-$17,500 
SANM Sanmina Corporation
-4.63%
-$4,700.32 
SERV Serve Robotics Inc.
-4.56%
-$23,000 
ARBE Arbe Robotics Ltd.
-4.55%
-$9,690 
NXT Nextracker Inc.
-4.27%
-$2,600.18 
KTOS Kratos Defense & Security Solutions, Inc.
-4.23%
-$20,900 
ABVX Abivax SA ADR
-4.16%
-$28,069.86 
TECX Tectonic Therapeutic Inc.
-3.92%
-$8,615.52 
SITM SiTime Corporation
-3.81%
-$1,821.85 
RR Richtech Robotics Inc.
-3.73%
-$18,000 
IONQ IonQ, Inc.
-3.61%
-$15,375 
PSNL Personalis Inc.
-3.6%
-$34,726.56 
RNA Avidity Biosciences Inc.
-3.53%
-$5,660.76 
NTLA Intellia Therapeutics Inc.
-3.33%
-$4,318.64 
AMD Advanced Micro Devices, Inc.
-3.29%
-$6,457.36 
BALY Bally's Corporation
-3.24%
-$11,126.02 
NAMS NewAmsterdam Pharma Co. N.V.
-3.04%
-$13,827.24 
CADL Candel Therapeutics Inc.
-3.04%
-$11,004.9 
BNTX BioNTech SE
-2.96%
-$17,106.17 
MBOT Microbot Medical Inc.
-2.84%
-$12,500 
KDK Kodiak AI, Inc.
-2.81%
-$12,000 
MGTX MeiraGTx Holdings plc
-2.73%
-$17,974.77 
QTUM Defiance Quantum ETF
-2.73%
-$9,775 
ICLR ICON plc
-2.68%
-$6,338.43 
SSII SS Innovations International, Inc.
-2.66%
-$4,750 
CHTR Charter Communications Inc
-2.52%
-$905.96 
IRON Disc Medicine Inc.
-2.34%
-$7,165.34 
ROL Rollins, Inc.
-2.23%
-$4,104.32 
VCYT Veracyte Inc.
-2.19%
-$8,823.96 
ALDX Aldeyra Therapeutics Inc.
-1.94%
-$1,129.68 
EWT iShares MSCI Taiwan ETF
-1.83%
-$3,056.1 
RAPP Rapport Therapeutics Inc.
-1.69%
-$4,571.7 
ONDS Ondas Holdings Inc.
-1.64%
-$11,700 
CWB SPDR Bloomberg Convertible Securities ETF
-1.64%
-$7,738.51 
NEM Newmont Corporation
-1.61%
-$4,539.51 
NRIX Nurix Therapeutics Inc.
-1.52%
-$9,304.2 
ANNX Annexon, Inc.
-1.51%
-$1,989.76 
CYTK Cytokinetics, Incorporated
-1.44%
-$6,722.46 
HUM Humana Inc.
-1.31%
-$1,610.98 
CF CF Industries Holdings, Inc.
-1.29%
-$1,826.96 
EWZ iShares MSCI Brazil ETF
-1.22%
-$2,103.2 
ADMA Adma Biologics Inc.
-1.2%
-$1,014.3 
GILD Gilead Sciences Inc.
-1.18%
-$31,660.3 
HL Hecla Mining Company
-1.18%
-$1,262.52 
HIG The Hartford Insurance Group, Inc.
-1.16%
-$1,686.29 
QXO Qxo Inc.
-1.16%
-$674.88 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$14,683.5 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$14,396.49 
ARVN Arvinas Inc.
-1.11%
-$2,755.98 
GLUE Monte Rosa Therapeutics, Inc.
-1.09%
-$3,161.26 
XERS Xeris Biopharma Holdings, Inc.
-1.07%
-$4,189.41 
SOUN SoundHound AI Inc.
-1.04%
-$6,500 
CGEM Cullinan Therapeutics, Inc.
-1.04%
-$3,676.68 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.02%
-$3,753.01 
SYM Symbotic Inc. Class A
-0.99%
-$6,000 
MPC Marathon Petroleum Corporation
-0.97%
-$2,396.73 
EWN iShares MSCI Netherlands ETF
-0.92%
-$1,411.12 
AG First Majestic Silver Corp
-0.85%
-$850.08 
BNY BlackRock New York Municipal Income Trust
-0.75%
-$2,858.4 
CDE Coeur Mining, Inc.
-0.72%
-$1,290.52 
TUR iShares MSCI Turkey ETF
-0.71%
-$1,258.32 
ARGX argenx SE American Depositary Receipt
-0.69%
-$11,522.3 
EWM iShares MSCI Malaysia ETF
-0.65%
-$1,081.62 
SELF Global Self Storage Inc.
-0.59%
-$900 
RYTM Rhythm Pharmaceuticals Inc.
-0.55%
-$5,291.46 
CNC Centene Corporation
-0.52%
-$613.14 
ADM Archer-Daniels-Midland Co
-0.5%
-$971.8 
IAG Iamgold Corporation
-0.47%
-$672.84 
INSM Insmed Inc.
-0.46%
-$5,732.51 
INGM Ingram Micro Holding Corporation
-0.44%
-$325 
DELL Dell Technologies Inc.
-0.42%
-$494.96 
CLDX Celldex Therapeutics Inc.
-0.4%
-$1,789.76 
JAZZ Jazz Pharmaceuticals plc
-0.39%
-$3,613 
PLTR Palantir Technologies Inc.
-0.36%
-$132.3 
PAAS Pan American Silver Corp.
-0.36%
-$693.6 
ROIV Roivant Sciences Ltd
-0.26%
-$4,351.94 
RSG Republic Services, Inc.
-0.23%
-$487.56 
XMTR Xometry Inc.
-0.23%
-$2,000 
HBAN Huntington Bancshares Incorporated
-0.23%
-$284.64 
EXE Expand Energy Corporation
-0.23%
-$211.68 
AXSM Axsome Therapeutics, Inc.
-0.22%
-$3,461.43 
EPU iShares MSCI Peru and Global Exposure ETF
-0.21%
-$360.36 
CELH Celsius Holdings Inc.
-0.18%
-$101.4 
B BARRICK MINING CORP Common Stock (ABR0)
-0.14%
-$247.4 
GHYG iShares US & Intl High Yield Corp Bond ETF
-0.11%
-$363.55 
EQX Equinox Gold Corp.
-0.11%
-$51.06 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$192.42 
MNST Monster Beverage Corporation
-0.07%
-$254.59 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.03%
-$37.68 
ECH iShares MSCI Chile ETF
-0.03%
-$40.89 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$77.85 
SNY Sanofi American Depositary Receipt
-0.02%
-$145.9 
SNPS Synopsys, Inc.
-0.01%
-$74.98 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$34.24 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$16.4 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3718 | Longs Won 1979/3718 53% | Profit Factor 1.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,308.67 |
| Average Win $49,359.36 | Best Trade (Sep 29) $11.08M | Sharpe Ratio -207.4 |
| Average Loss -$33,041.05 | Worst Trade (Sep 30) -$1.02M | Z-Score -14.91 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $10,818.66 |
| 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% | 0.08% | 3.5% |
| Consecutive Losing Trades | 3,390 | 3,051 | 2,712 | 2,373 | 2,034 | 1,695 | 1,356 | 1,017 | 678 | 339 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Robert Glass?
The largest contributions to the portfolio's profits come from the following stocks: Invitation Homes Inc - $15.4M, American Homes 4 Rent - $13.34M, Rithm Capital Corp - $2.38M, United Therapeutics Corporation - $2.14M, and MFA Financial Inc - $1.57M. 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: Coherus Biosciences Inc - $4.25M, Arcutis Biotherapeutics Inc - $1.99M, Karyopharm Therapeutics Inc - $1.82M, BioCryst Pharmaceuticals Inc - $1.59M, and 2seventy bio, Inc - $1.45M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Glass's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.51M earned over time. The largest contributors to dividend income include iShares MBS ETF - $3.18M, Vanguard Mortgage-Backed Securities Fund - $2.17M, Invitation Homes Inc - $1.35M, Rithm Capital Corp - $1.3M, and ELLINGTON FINANCIAL INC 1EL REIT - $898,844.22. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Glass's monthly returns?
Robert Glass'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 Robert Glass's strategy be considered aggressive or moderate?
Robert Glass'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 Robert Glass's strategy?
Robert Glass'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.
