Michael Radoff Portfolio
Invests via LGT Financial Advisors LLC | Managed by Michael Radoff
Invests via LGT Financial Advisors LLC
Managed by Michael Radoff
Automatically Tracked
Michael Radoff Profile
Michael Radoff has made significant contributions to the technology landscape through his role as an entrepreneur and innovator. With a background in engineering and extensive experience across various tech sectors, he is recognized for his leadership in launching disruptive digital platforms that optimize operational efficiencies. His entrepreneurial journey reflects a keen understanding of market needs and customer engagement strategies, positioning him as a notable figure in both startup ecosystems and established firms alike. Radoff's involvement spans strategic business development initiatives aimed at fostering innovation, making him highly relevant within venture capital discussions surrounding emerging technologies.
Michael Radoff has made significant contributions to the technology landscape through his role as an entrepreneur and innovator. With a background in engineering and extensive experience across various tech sectors, he is recognized for his leadership in launching disruptive digital platforms that optimize operational efficiencies. His entrepreneurial journey reflects a keen understanding of market needs and customer engagement strategies, positioning him as a notable figure in both startup ecosystems and established firms alike. Radoff's involvement spans strategic business development initiatives aimed at fostering innovation, making him highly relevant within venture capital discussions surrounding emerging technologies.
Investment Philosophy & Strategy
Innovation serves as a cornerstone of Michael Radoff's investment approach, underpinned by his entrepreneurial insights into technology markets. Leveraging his extensive experience in engineering and digital platform development, he identifies high-potential startups that prioritize disruptive solutions and operational advancements. His focus lies not just on capitalizing within existing tech frameworks but also on fostering environments where new ideas can thrive. This strategic lens enables him to navigate competitive landscapes effectively, aligning resources with forward-thinking ventures that promise scalability and transformative impact.
Innovation serves as a cornerstone of Michael Radoff's investment approach, underpinned by his entrepreneurial insights into technology markets. Leveraging his extensive experience in engineering and digital platform development, he identifies high-potential startups that prioritize disruptive solutions and operational advancements. His focus lies not just on capitalizing within existing tech frameworks but also on fostering environments where new ideas can thrive. This strategic lens enables him to navigate competitive landscapes effectively, aligning resources with forward-thinking ventures that promise scalability and transformative impact.
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:
29.74%
Gain +0.01%
Monthly
0.66%
Yearly
8.24%
Drawdown
9.64%
$19.78M
Equity
Holdings
$19.78M
Investment
$15.94M
$19.76M
Profit +$27,847.93
Realized
$15.92M
Unrealized
$3.84M
Dividends
$4.99M
Goals
Avg. 92.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$27,847.93
Win %
64%
This Week
Compared To Last Week
Gain
0.14%
Profit
$27,847.93
Win %
64%
This Month
Compared to last month
Gain
-0.13%
Profit
-$24,896.75
Win %
64%
This Year
Compared to last year
Gain
4.23%
Profit
$802,361.75
Win %
64%
CRWD CrowdStrike Holdings, Inc.
+14.34%
+$2,728.26 
CONY YieldMax COIN Option Income Strategy ETF
+8.09%
+$250.43 
ADSK Autodesk, Inc.
+7.88%
+$351.28 
HONA Honeywell Aerospace Inc.
+4.18%
+$99.15 
YUM Yum! Brands, Inc.
+4.02%
+$226.4 
LION Lionsgate Studios Corp.
+3.59%
+$1.62 
MCK McKesson Corporation
+3.23%
+$285.05 
GOOGL Alphabet Inc
+3.08%
+$11,264.76 
GOOG Alphabet Inc
+2.97%
+$2,059.65 
META Meta Platforms Inc Class A
+2.91%
+$37.66 
TWLO Twilio Inc.
+2.8%
+$884.74 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$1,195.47 
BITO ProShares Bitcoin ETF
+2.65%
+$653.95 
SOLV Solventum Corporation
+2.55%
+$167.25 
BATRK Atlanta Braves Holdings, Inc.
+2.53%
+$1.24 
ALC Alcon Inc.
+2.51%
+$130.75 
PAYX Paychex Inc.
+2.4%
+$1,492.86 
IBIT iShares Bitcoin Trust
+2.4%
+$900.9 
MSFT Microsoft Corp.
+2.27%
+$34,095.6 
WMT Walmart Inc.
+2.27%
+$2,279.34 
DIS The Walt Disney Company
+2.19%
+$251.64 
HOOD Robinhood Markets, Inc.
+2.16%
+$969.57 
T AT&T Inc.
+2.07%
+$532.98 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+2.03%
+$1.91 
UPS United Parcel Service, Inc.
+2.01%
+$3,030 
MCD McDonald's Corporation
+1.96%
+$3,085.12 
AKRE Akre Focus ETF
+1.84%
+$2,614.5 
YBTC Roundhill Bitcoin Strategy ETF
+1.76%
+$6.3 
CMPS Compass Pathways plc Depositary Receipt
+1.74%
+$3,675 
ABBV AbbVie Inc.
+1.73%
+$8,977.68 
PM Philip Morris International Inc.
+1.7%
+$103.68 
ACGL Arch Capital Group Ltd
+1.68%
+$88.55 
LBTYA Liberty Global Plc
+1.64%
+$1.03 
GMED Globus Medical Inc.
+1.55%
+$96.6 
KMB Kimberly-Clark Corporation
+1.49%
+$934.67 
BALL Ball Corp.
+1.47%
+$7.04 
VZ Verizon Communications Inc.
+1.4%
+$1,065 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$91.19 
SEA U.S. Global Sea to Sky Cargo ETF
+1.29%
+$168.29 
LUV Southwest Airlines Co.
+1.14%
+$47.33 
AVY Avery Dennison Corporation
+1.1%
+$69.19 
AAP Advance Auto Parts Inc.
+1.07%
+$960 
CBOE Cboe Global Markets Inc.
+1.05%
+$94.72 
SHLD Global X Defense Tech ETF
+1.03%
+$248.28 
WRB W.R. Berkley Corporation
+0.94%
+$73.92 
CASY Casey's General Stores Inc.
+0.94%
+$52.02 
AXP American Express Company
+0.89%
+$77.76 
SCHY Schwab International Dividend Equity ETF
+0.87%
+$1,674.66 
LILAK Liberty Latin America Ltd.
+0.81%
+$0.14 
MKL Markel Group Inc.
+0.77%
+$41.45 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.73%
+$123.72 
CPAY Corpay, Inc.
+0.72%
+$52.97 
APA APA Corporation
+0.69%
+$285.51 
FWONA Liberty Media Corporation
+0.66%
+$0.57 
MP MP Materials Corp.
+0.63%
+$320 
MA Mastercard Incorporated
+0.61%
+$152.24 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$22.94 
JNJ Johnson & Johnson
+0.58%
+$498.78 
NLOP Net Lease Office Properties.
+0.55%
+$21 
AAPL Apple Inc.
+0.54%
+$8,343.24 
PG Procter & Gamble Co
+0.52%
+$249.15 
PFG Principal Financial Group, Inc.
+0.48%
+$858.59 
EXPD Expeditors International of Washington, Inc.
+0.47%
+$44.59 
OFS OFS Capital Corporation
+0.46%
+$54.6 
CRH CRH plc
+0.42%
+$27.01 
CPNG Coupang Inc.
+0.42%
+$100.8 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.4%
+$95 
ACCO Acco Brands Corporation
+0.35%
+$1.87 
HSY The Hershey Company
+0.35%
+$16.33 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$0.1 
MAA Mid-America Apartment Communities, Inc.
+0.33%
+$19.27 
KDP Keurig Dr Pepper Inc.
+0.2%
+$14.31 
BKLN Invesco Senior Loan ETF
+0.19%
+$164.04 
BLDR Builders FirstSource, Inc.
+0.15%
+$6.66 
LAMR Lamar Advertising Company
+0.14%
+$12.6 
FANG Diamondback Energy Inc
+0.11%
+$12.6 
SU Suncor Energy Inc.
+0.1%
+$35.49 
PRU Prudential Financial, Inc.
+0.09%
+$3.19 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.09%
+$8.72 
JBND JPMorgan Active Bond ETF
+0.04%
+$23.68 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.03%
+$0.12 
ICE Intercontinental Exchange, Inc.
+0.03%
+$2.1 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$11.21 
TUSB Thrivent Ultra Short Bond ETF
+0.03%
+$29.1 
SUNB Sunbelt Rentals Holdings, Inc.
+0.03%
+$1.82 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$17.65 
CNHI CNH Industrial N.V.
0%
$0 
LBRDA Liberty Broadband Corporation
0%
$0 
SQ Block, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JDIV JPMorgan Dividend Leaders ETF
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
AHR American Healthcare REIT, Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 JFLI
JFLI
0%
$0 
LRCX Lam Research Corporation
-7.91%
-$5,451.6 
CRDO Credo Technology Group Holding Ltd.
-7.86%
-$1,958.4 
ETN Eaton Corporation plc
-7.5%
-$1,116.5 
Q Qnity Electronics Inc.
-7.25%
-$741.96 
AMAT Applied Materials, Inc.
-6.73%
-$307.3 
ACP abrdn Income Credit Strategies Fund
-5.89%
-$2,699.04 
ANET Arista Networks, Inc.
-5.48%
-$1,289.74 
SOLS Sollensys Corp
-5.45%
-$211.08 
INTC Intel Corporation
-5.3%
-$65.46 
DELL Dell Technologies Inc.
-5.04%
-$57.22 
AVGO Broadcom Inc.
-4.79%
-$1,939.84 
ADI Analog Devices, Inc.
-4.53%
-$445.9 
SMH VanEck Semiconductor ETF
-4.52%
-$617.04 
CAT Caterpillar Inc.
-4.15%
-$135.96 
HUBB Hubbell Inc.
-3.98%
-$274.88 
AMD Advanced Micro Devices, Inc.
-3.9%
-$322.16 
TT Trane Technologies plc
-3.76%
-$166.4 
TEL TE Connectivity plc
-3.65%
-$224.6 
MS Morgan Stanley
-3.4%
-$845.64 
CDE Coeur Mining, Inc.
-3.06%
-$1,890 
NVDA NVIDIA Corporation
-2.85%
-$4,707.17 
SNX TD Synnex Corporation
-2.83%
-$259.08 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$1,842.23 
JADE JPMorgan Active Developing Markets Equity ETF
-2.46%
-$203.95 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-2.43%
-$260.82 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-2.24%
-$382.11 
PDI Pimco Dynamic Income Fund
-2.17%
-$30.08 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$1,959.11 
IVR Invesco Mortgage Capital Inc.
-2.06%
-$155.26 
WING Wingstop Inc.
-2.03%
-$1,187.5 
CCI Crown Castle Inc.
-1.97%
-$99.83 
TSME Thrivent Small-Mid Cap ESG ETF
-1.95%
-$401.69 
DD DuPont de Nemours, Inc.
-1.89%
-$160.8 
SIVR abrdn Physical Silver Shares ETF
-1.74%
-$10.61 
JPM JPMorgan Chase & Co.
-1.72%
-$282.44 
XEL Xcel Energy Inc.
-1.68%
-$110.49 
CSCO Cisco Systems, Inc.
-1.65%
-$105.45 
APD Air Products and Chemicals, Inc.
-1.56%
-$113.38 
VIS Vanguard Industrials ETF
-1.55%
-$128.75 
FNV Franco-Nevada Corporation
-1.54%
-$94.07 
LNG Cheniere Energy Inc.
-1.47%
-$118.9 
C Citigroup Inc.
-1.47%
-$12.24 
EZU iShares MSCI Eurozone ETF
-1.41%
-$428.26 
GLD SPDR Gold Shares
-1.35%
-$1,039.3 
SGOL abrdn Physical Gold Shares ETF
-1.34%
-$2,220 
GLDM SPDR Gold MiniShares Trust
-1.33%
-$1,398.78 
VDE Vanguard Energy ETF
-1.3%
-$1,168.76 
IDA Idacorp Inc.
-1.3%
-$80.96 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$778.09 
IAU iShares Gold Trust
-1.29%
-$1,960.19 
CTVA Corteva Inc.
-1.27%
-$81.32 
AMZN Amazon.com Inc
-1.22%
-$4,735.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$540.8 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$1,649.03 
PSX Phillips 66
-1.1%
-$320.32 
SCHF Schwab International Equity ETF
-1.1%
-$45.26 
UAA Under Armour Inc.
-1.08%
-$137.5 
MTB M&T Bank Corporation
-1.07%
-$105.37 
CION Cion Investment Corporation
-0.97%
-$107.94 
CVX Chevron Corporation
-0.94%
-$10,315.31 
FBCG Fidelity Blue Chip Growth Fund
-0.89%
-$3,836.25 
AEP American Electric Power Company, Inc.
-0.84%
-$1,048.32 
WSO Watsco Inc.
-0.84%
-$21.04 
SPHQ Invesco S&P 500 Quality ETF
-0.83%
-$392.07 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$75.6 
EUFN iShares MSCI Europe Financials ETF
-0.77%
-$37.05 
JGLO JPMorgan Global Select Equity ETF
-0.77%
-$58.24 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,467.27 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.73%
-$91.94 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.64%
-$70.89 
REA Rare Earths Americas Inc.
-0.59%
-$65 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$572.88 
PLD Prologis Inc.
-0.57%
-$834.68 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$1,165.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.55%
-$56.12 
TECK Teck Resources Ltd.
-0.53%
-$27.65 
XLG Invesco S&P 500 Top 50 ETF
-0.52%
-$223.67 
FSS Federal Signal Corp.
-0.52%
-$120.78 
TOL Toll Brothers Inc
-0.51%
-$37.95 
LNT Alliant Energy Corporation
-0.51%
-$41.86 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$18.69 
F Ford Motor Company
-0.5%
-$15.68 
CGW Invesco S&P Global Water Index ETF
-0.5%
-$157.5 
SCHH Schwab U.S. REIT ETF
-0.5%
-$702.53 
PRXV Praxis Impact Large Cap Value ETF
-0.47%
-$430.61 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.47%
-$552.5 
FERG Ferguson Enterprises Inc
-0.46%
-$26.78 
VTV Vanguard Value ETF
-0.46%
-$657.14 
DUK Duke Energy Corporation
-0.45%
-$222.03 
JGRO JPMorgan Active Growth ETF
-0.44%
-$190.07 
VO Vanguard Mid-Cap ETF
-0.43%
-$68.6 
MEOH Methanex Corporation
-0.38%
-$217.01 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$13,016 
HCA HCA Healthcare Inc.
-0.31%
-$19.8 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.31%
-$45.17 
PFM Invesco Dividend Achievers ETF
-0.28%
-$79.4 
ESUM Eventide US Market ETF
-0.24%
-$233.21 
MLN VanEck Long Muni ETF
-0.21%
-$60.73 
JAVA JPMorgan Active Value ETF
-0.21%
-$124.15 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
-0.21%
-$18.39 
BBSC JPMorgan BetaBuilders US Small Cap Equity Fund
-0.2%
-$16.09 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.19%
-$24.1 
BX Blackstone Inc.
-0.19%
-$131.99 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$3,582.2 
PRXG Praxis Impact Large Cap Growth ETF
-0.18%
-$193.9 
LMUB iShares Long-Term National Muni Bond ETF
-0.17%
-$131.04 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
-0.15%
-$17.52 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$33.75 
OBDC Blue Owl Capital Corporation
-0.14%
-$19.41 
JPIE JPMorgan Income ETF
-0.12%
-$26.33 
CGBD Carlyle Secured Lending, Inc.
-0.1%
-$15.09 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.07%
-$24.69 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$14.54 
CPLS AB Core Plus Bond ETF
-0.05%
-$1.59 
MBB iShares MBS ETF
-0.05%
-$178.6 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
-0.05%
-$3.22 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1.39 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.04%
-$14.62 
SYSB iShares Systematic Bond ETF
-0.04%
-$21.9 
VONV Vanguard Russell 1000 Value Index Fund
-0.02%
-$4 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$3.11 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
-0.01%
-$3.75 
GTO Invesco Total Return Bond ETF
-0.01%
-$4.12 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$5.42 
SFNC Simmons First National Corporation
0%
-$4.72 Events
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Dividends
Dividend Analysis
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| Trades 4253 | Longs Won 2859/4253 67% | Profit Factor 3.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $49,854.16 |
| Average Win $9,328.61 | Best Trade (Dec 30) $983,590.07 | Sharpe Ratio -10.48 |
| Average Loss -$4,959.12 | Worst Trade (Jun 29) -$2.3M | Z-Score -3.3 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 1d | Expectancy $4,645.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 3,984 | 3,586 | 3,187 | 2,789 | 2,390 | 1,992 | 1,594 | 1,195 | 797 | 398 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 2,000 | $122,800 | $90,320 | - | -$32,480 | -26.45% | +1.074% |
| AAPL Apple Inc. | 4,661 | $689,124.54 | $1.56M | - | $867,929.12 | 125.95% | +0.539% |
| ABBV AbbVie Inc. | 2,022 | $361,852.2 | $528,874.32 | - | $167,022.12 | 46.16% | +1.727% |
| ACCO Acco Brands Corporation | 125 | $684 | $531.87 | - | -$152.13 | -22.24% | +0.354% |
| ACGL Arch Capital Group Ltd | 55 | $5,290 | $5,373.5 | - | $83.5 | 1.58% | +1.676% |
| ACP abrdn Income Credit Strategies Fund | 9,467 | $54,909 | $43,122.18 | - | -$11,786.82 | -21.47% | -5.89% |
| ADI Analog Devices, Inc. | 26 | $5,638.42 | $9,402.38 | - | $3,763.96 | 66.76% | -4.528% |
| ADSK Autodesk, Inc. | 21 | $5,407 | $4,811.68 | - | -$595.32 | -11.01% | +7.876% |
| AEP American Electric Power Company, Inc. | 1,008 | $96,425.88 | $123,268.32 | - | $26,842.44 | 27.84% | -0.843% |
| AHR American Healthcare REIT, Inc. | 135 | $7,040 | $7,233.3 | - | $193.3 | 2.75% | 0.0 |
| AKRE Akre Focus ETF | 2,490 | $163,120 | $144,494.7 | - | -$18,625.3 | -11.42% | +1.843% |
| ALC Alcon Inc. | 79 | $6,226 | $5,347.11 | - | -$878.89 | -14.12% | +2.506% |
| AMAT Applied Materials, Inc. | 10 | $1,831 | $4,257.6 | - | $2,426.6 | 132.53% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 16 | $2,270 | $7,935.92 | - | $5,665.92 | 249.6% | -3.901% |
| AMZN Amazon.com Inc | 1,508 | $241,851.17 | $382,489.12 | - | $140,637.95 | 58.15% | -1.223% |
| ANET Arista Networks, Inc. | 118 | $12,073 | $22,261.88 | - | $10,188.88 | 84.39% | -5.476% |
| APA APA Corporation | 921 | $22,362 | $41,481.84 | - | $19,119.84 | 85.5% | +0.693% |
| APD Air Products and Chemicals, Inc. | 25 | $6,176 | $7,172.37 | - | $996.37 | 16.13% | -1.556% |
| AVEM Avantis Emerging Markets Equity ETF | 997 | $75,264.08 | $93,104.84 | - | $17,840.76 | 23.7% | -2.061% |
| AVGO Broadcom Inc. | 112 | $30,940 | $38,603.04 | - | $7,663.04 | 24.77% | -4.785% |
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FAQ
Which stocks have generated the highest profits for Michael Radoff?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $1.25M, iShares Core S&P 500 ETF - $982,479, Meta Platforms Inc Class A - $977,360.98, Exxon Mobil Corporation - $848,260.62, and Microsoft Corp - $805,825. 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: Pfizer Inc - $2.67M, Target Corporation - $166,576.61, W. P. Carey Inc - $140,101.05, Lockheed Martin Corporation - $111,836.69, and National Grid plc Sponsored ADR - $75,855.06. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Radoff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.99M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $339,903.47, Pfizer Inc - $317,107.94, The Coca-Cola Company - $266,608.86, Exxon Mobil Corporation - $247,659.79, and Chevron Corporation - $230,494.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Radoff's monthly returns?
Michael Radoff's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Michael Radoff's strategy be considered aggressive or moderate?
Michael Radoff's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Michael Radoff's strategy?
Michael Radoff'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.
