Barnes Wealth Management Group Inc. Portfolio
Invests via Barnes Wealth Management Group Inc. | Managed by Steven A. Barnes
Invests via Barnes Wealth Management Group Inc.
Managed by Steven A. Barnes
Automatically Tracked
Company Profile
A regional wealth advisory firm focused on comprehensive financial planning, investment management and retirement solutions, Barnes Wealth Management Group Inc. serves high-net-worth individuals, families and small institutions. The firm emphasizes discretionary portfolio management, multi-asset allocation and financial planning supported by fee-based advisory models and custodial partnerships. Positioning targets relationship-driven client retention and steady AUM growth in the private wealth segment.
A regional wealth advisory firm focused on comprehensive financial planning, investment management and retirement solutions, Barnes Wealth Management Group Inc. serves high-net-worth individuals, families and small institutions. The firm emphasizes discretionary portfolio management, multi-asset allocation and financial planning supported by fee-based advisory models and custodial partnerships. Positioning targets relationship-driven client retention and steady AUM growth in the private wealth segment.
Investment Philosophy & Strategy
Adopts a fiduciary, goals-driven wealth management approach that prioritizes capital preservation, income generation and tax-efficient growth for high-net-worth clients. Emphasizes diversified, multi-asset portfolios with strategic asset allocation, disciplined rebalancing and a mix of active and passive strategies. Capital deployment favors low-turnover, fee-aware solutions and alternatives for downside protection. Investment decisions are relationship-informed, horizon-sensitive and risk-budgeted, with a focus on steady AUM growth, client retention and scalable custodial partnerships.
Adopts a fiduciary, goals-driven wealth management approach that prioritizes capital preservation, income generation and tax-efficient growth for high-net-worth clients. Emphasizes diversified, multi-asset portfolios with strategic asset allocation, disciplined rebalancing and a mix of active and passive strategies. Capital deployment favors low-turnover, fee-aware solutions and alternatives for downside protection. Investment decisions are relationship-informed, horizon-sensitive and risk-budgeted, with a focus on steady AUM growth, client retention and scalable custodial partnerships.
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:
24.75%
Gain -0.13%
Monthly
1.03%
Yearly
13.14%
Drawdown
12.79%
$218.95M
Equity
Holdings
$218.95M
Investment
$189.61M
$36.6M
Profit -$258,694.41
Realized
$7.26M
Unrealized
$29.34M
Dividends
$7.51M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$258,694.41
Win %
61%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.39M
Win %
61%
This Month
Compared to last month
Gain
0.55%
Profit
$1.2M
Win %
61%
This Year
Compared to last year
Gain
1.03%
Profit
$2.24M
Win %
67%
NI NiSource Inc.
+2.68%
+$5,765.89 
JPM JPMorgan Chase & Co.
+2.56%
+$6,040.71 
LMT Lockheed Martin Corporation
+2.27%
+$6,459.95 
ALL Allstate Corporation
+2.09%
+$5,275.52 
WFC Wells Fargo & Company
+2.03%
+$27,928.32 
HD The Home Depot, Inc.
+1.92%
+$5,468.04 
AEP American Electric Power Company, Inc.
+1.75%
+$4,392.7 
TJX The TJX Companies, Inc.
+1.73%
+$3,764.95 
EVRG Evergy Inc.
+1.67%
+$4,107.2 
GD General Dynamics Corporation
+1.67%
+$4,173.84 
PG Procter & Gamble Co
+1.66%
+$5,462.6 
KMB Kimberly-Clark Corporation
+1.58%
+$3,374.25 
TPYP Tortoise North American Pipeline Fund
+1.57%
+$3,593.85 
DUK Duke Energy Corporation
+1.57%
+$4,908.68 
ED Consolidated Edison, Inc.
+1.48%
+$4,055.44 
TCBK Trico Bancshares
+1.46%
+$4,973.94 
BAC Bank of America Corporation
+1.44%
+$3,355.48 
JNJ Johnson & Johnson
+1.42%
+$6,404.56 
DHS WisdomTree U.S. High Dividend Fund
+1.31%
+$23,385.37 
MRK Merck & Co., Inc.
+1.3%
+$5,086.18 
T AT&T Inc.
+1.28%
+$5,417.1 
IGE iShares North American Natural Resources ETF
+1.26%
+$4,446.04 
VZ Verizon Communications Inc.
+1.25%
+$4,092.95 
NEE NextEra Energy, Inc.
+1.2%
+$2,230.6 
BRK-B Berkshire Hathaway Inc.
+1.16%
+$8,762.83 
TTC The Toro Company
+1.15%
+$2,843.61 
AAPL Apple Inc.
+1.13%
+$90,187.73 
COST Costco Wholesale Corporation
+1.1%
+$3,010.41 
CVX Chevron Corporation
+1.1%
+$41,558.23 
ABBV AbbVie Inc.
+1.08%
+$4,159.86 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$4,258.5 
CBOE Cboe Global Markets Inc.
+1.04%
+$2,758.4 
SCHD Schwab U.S. Dividend Equity ETF
+1.03%
+$19,119.21 
AMGN Amgen Inc.
+0.99%
+$3,719.43 
V Visa Inc. Class A
+0.99%
+$2,986.2 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.96%
+$6,574.23 
WMT Walmart Inc.
+0.93%
+$6,593.4 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.9%
+$3,852.82 
AVDE Avantis International Equity ETF
+0.88%
+$2,814.3 
TRV The Travelers Companies, Inc.
+0.88%
+$2,960.87 
PCAR PACCAR Inc.
+0.86%
+$1,799.22 
INTF iShares International Equity Factor ETF
+0.86%
+$7,923.6 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$3,222.6 
BKGI BNY Mellon Global Infrastructure Income Fund
+0.84%
+$2,175.25 
VYMI Vanguard International High Dividend Yield Index Fund
+0.83%
+$9,177.84 
XOM Exxon Mobil Corporation
+0.77%
+$6,210.05 
BMY Bristol-Myers Squibb Company
+0.74%
+$1,768.95 
PFE Pfizer Inc.
+0.71%
+$3,233.65 
VTV Vanguard Value ETF
+0.67%
+$4,744.16 
WRB W.R. Berkley Corporation
+0.61%
+$1,357.2 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.58%
+$11,564.73 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.57%
+$2,025.1 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$4,216 
RCS PIMCO Strategic Income Fund
+0.51%
+$610.62 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$4,702.87 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.47%
+$4,211.4 
EFG iShares MSCI EAFE Growth ETF
+0.47%
+$4,708.15 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.47%
+$903.76 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$24,867.6 
PVAL Putnam Focused Large Cap Value ETF
+0.45%
+$3,651.95 
NAC Nuveen California Quality Municipal Income Fund
+0.45%
+$672.88 
XLI Industrial Select Sector SPDR Fund
+0.44%
+$1,218.04 
PAVE Global X U.S. Infrastructure Development ETF
+0.43%
+$1,419.33 
IWD iShares Russell 1000 Value ETF
+0.43%
+$1,146.68 
ELD WisdomTree Emerging Markets Local Debt Fund
+0.37%
+$1,094.95 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.35%
+$5,491.08 
SPIP SPDR Portfolio TIPS ETF
+0.33%
+$980.96 
PHO Invesco Water Resources ETF
+0.28%
+$578.96 
TLH iShares 10-20 Year Treasury Bond ETF
+0.28%
+$3,944.77 
SGOL abrdn Physical Gold Shares ETF
+0.25%
+$931.5 
CORO Ishares International Country Rotational Active ETF
+0.24%
+$15,619.09 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.23%
+$430.54 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.22%
+$1,353.37 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.2%
+$1,895.19 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.19%
+$923.44 
MBB iShares MBS ETF
+0.18%
+$4,319.2 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.17%
+$4,683.21 
VEU Vanguard FTSE All-World ex-US ETF
+0.17%
+$913.54 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.16%
+$874.52 
DBND DoubleLine Opportunistic Bond ETF
+0.16%
+$956.9 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.15%
+$2,241.52 
GOVT iShares U.S. Treasury Bond ETF
+0.15%
+$3,125.02 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$364.2 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$12,647.25 
IAU iShares Gold Trust
+0.14%
+$1,053.91 
BSV Vanguard Short-Term Bond ETF
+0.14%
+$700.35 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.13%
+$521.19 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,455.15 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.12%
+$693.9 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.12%
+$1,346.04 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$467.73 
SYSB iShares Systematic Bond ETF
+0.12%
+$311.32 
GLD SPDR Gold Shares
+0.1%
+$582.41 
IGEB iShares Investment Grade Corporate Bond ETF
+0.1%
+$214.87 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$551.4 
FBND Fidelity Total Bond ETF
+0.1%
+$838.62 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.1%
+$2,750.53 
JMUB JPMorgan Municipal Bond ETF
+0.09%
+$590.4 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.08%
+$198.32 
GTO Invesco Total Return Bond ETF
+0.08%
+$516.46 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$1,083.18 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.06%
+$177.72 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.06%
+$1,192.17 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$3,331.85 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.04%
+$530.5 
HYD VanEck High Yield Muni ETF
+0.04%
+$98.32 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.04%
+$956.02 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$1,776.56 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$234.36 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.04%
+$232.9 
TROW T. Rowe Price Group, Inc.
+0.04%
+$71.16 
MUB iShares National Muni Bond ETF
+0.03%
+$133.07 
JSCP JPMorgan Short Duration Core Plus ETF
+0.03%
+$69.39 
VNLA Janus Henderson Short Duration Income ETF
+0.03%
+$618.83 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$605.64 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$134.11 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
+0.02%
+$236.38 
TAXF American Century Diversified Municipal Bond ETF
+0.01%
+$22.86 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$27 
UYLD Angel Oak UltraShort Income Fund
+0.01%
+$64.69 
FNOV FT Vest US Equity Buffer ETF
+0.01%
+$18.2 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 PMBS
PMBS
0%
$0 
APLD Applied Digital Corporation
-7.06%
-$9,768.96 
PLTR Palantir Technologies Inc.
-5.71%
-$41,712.35 
TQQQ ProShares UltraPro QQQ
-4.21%
-$8,860.39 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.21%
-$35,760.72 
MU Micron Technology, Inc.
-3.85%
-$7,343.1 
AMD Advanced Micro Devices, Inc.
-3.6%
-$21,799.74 
BAI iShares A.I. Innovation and Tech Active ETF
-3.47%
-$81,704.95 
AVGO Broadcom Inc.
-2.3%
-$7,327.31 
META Meta Platforms Inc Class A
-2.13%
-$33,059.1 
XLK State Street Technology Select Sector SPDR ETF
-1.86%
-$4,294.4 
CSCO Cisco Systems, Inc.
-1.74%
-$8,207.27 
MTUM iShares MSCI USA Momentum Factor ETF
-1.68%
-$52,692.61 
IXN iShares Global Tech ETF
-1.65%
-$6,727.14 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.44%
-$13,868.28 
GOOGL Alphabet Inc
-1.43%
-$10,360 
QQQM Invesco NASDAQ 100 ETF
-1.37%
-$11,385.7 
QQQ Invesco QQQ Trust, Series 1
-1.36%
-$51,774.15 
MSFT Microsoft Corp.
-1.34%
-$28,135.53 
GOOG Alphabet Inc
-1.3%
-$13,776.54 
SPMO Invesco S&P 500 Momentum ETF
-1.24%
-$9,574.62 
FBCG Fidelity Blue Chip Growth Fund
-1.2%
-$8,896.28 
JGRO JPMorgan Active Growth ETF
-1.19%
-$10,742.91 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
-1.12%
-$2,895.74 
IBM International Business Machines Corporation
-1.1%
-$3,051.37 
IWY iShares Russell Top 200 Growth ETF
-1.09%
-$6,903.78 
IWF iShares Russell 1000 Growth ETF
-1.08%
-$4,915.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.06%
-$2,579.83 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.06%
-$7,186.86 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-1.05%
-$4,053.6 
AVEM Avantis Emerging Markets Equity ETF
-1.02%
-$2,328.52 
VUG Vanguard Growth ETF
-0.98%
-$25,068.56 
IEMG iShares Core MSCI Emerging Markets ETF
-0.97%
-$13,290.05 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.93%
-$29,724.22 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.9%
-$17,543.9 
ARKQ Ark Autonomous Technology & Robotics ETF
-0.85%
-$1,643.46 
SPEM SPDR Portfolio Emerging Markets ETF
-0.85%
-$2,881.44 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.82%
-$62,079.72 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.76%
-$5,549.88 
TSLA Tesla, Inc.
-0.67%
-$5,581.56 
BIBL Inspire 100 ETF
-0.64%
-$1,816.08 
BLCR iShares Large Cap Core ACT ETF
-0.61%
-$10,792.12 
XSMO Invesco S&P SmallCap Momentum ETF
-0.58%
-$1,256.43 
XLC Communication Services Select Sector SPDR Fund
-0.55%
-$4,049.84 
VLUE iShares MSCI USA Value Factor ETF
-0.48%
-$2,269.24 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.41%
-$1,463.7 
GILD Gilead Sciences Inc.
-0.35%
-$1,792.1 
THRO iShares U.S. Thematic Rotation Active ETF
-0.35%
-$5,834.05 
JVAL JPMorgan U.S. Value Factor ETF
-0.32%
-$4,330.29 
SCHB Schwab U.S. Broad Market ETF
-0.32%
-$1,503.09 
HEGD Swan Hedged Equity US Large Cap Fund
-0.32%
-$5,017.05 
IALT iShares Systematic Alternatives Active ETF
-0.32%
-$4,335.14 
ESGU iShares ESG Aware MSCI USA ETF
-0.31%
-$1,465.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.3%
-$17,399.55 
CATH Global X S&P 500 Catholic Values ETF
-0.28%
-$793.12 
AMZN Amazon.com Inc
-0.28%
-$3,322.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.26%
-$6,651.2 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
-0.25%
-$1,501.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.24%
-$2,184.75 
IVV iShares Core S&P 500 ETF
-0.23%
-$37,283.91 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$7,984.38 
FLQL Franklin U.S. Large Cap Multisector Fund
-0.22%
-$930.83 
FFLC Fidelity Large Cap Core Fund
-0.22%
-$2,923.83 
NVDA NVIDIA Corporation
-0.21%
-$3,168.02 
QUAL iShares MSCI USA Quality Factor ETF
-0.15%
-$2,883.51 
DAPR FT Vest U.S. Equity Deep Buffer Fund
-0.14%
-$749.82 
IJH iShares Core S&P Mid-Cap ETF
-0.13%
-$503.87 
NTSX WisdomTree U.S. Efficient Core Fund
-0.12%
-$357.14 
FAPR FT Vest U.S. Equity Buffer ETF
-0.11%
-$910.14 
BUFR FT Vestladder Buffer ETF-USD I
-0.09%
-$1,439.87 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$475.68 
SLV iShares Silver Trust
-0.06%
-$121.02 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.06%
-$774.06 Events
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Dividends
Dividend Analysis
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| Trades 1170 | Longs Won 812/1170 69% | Profit Factor 15.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $138,146.92 |
| Average Win $48,255.05 | Best Trade (Oct 15) $2.22M | Sharpe Ratio -11.25 |
| Average Loss -$7,212.84 | Worst Trade (Oct 15) -$172,892.18 | Z-Score 4.65 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $31,282.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,395 | $5.87M | $8.09M | - | $2.22M | 37.88% | +1.127% |
| ABBV AbbVie Inc. | 1,355 | $247,641.57 | $388,166.85 | - | $140,525.28 | 56.75% | +1.083% |
| AEP American Electric Power Company, Inc. | 2,015 | $227,202.47 | $254,837.05 | - | $27,634.58 | 12.16% | +1.754% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 13,878 | $598,872.92 | $579,822.84 | - | -$19,050.08 | -3.18% | +0.12% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 3,570 | $268,021.3 | $357,000 | - | $88,978.7 | 33.2% | -0.408% |
| ALL Allstate Corporation | 1,053 | $218,173.18 | $257,574.33 | - | $39,401.15 | 18.06% | +2.091% |
| AMD Advanced Micro Devices, Inc. | 1,076 | $228,644.29 | $583,159.72 | - | $354,515.43 | 155.05% | -3.604% |
| AMGN Amgen Inc. | 867 | $229,976.29 | $380,023.44 | - | $150,047.15 | 65.24% | +0.988% |
| AMZN Amazon.com Inc | 4,680 | $1.03M | $1.19M | - | $162,292.03 | 15.81% | -0.279% |
| APLD Applied Digital Corporation | 6,784 | $253,043 | $128,556.8 | - | -$124,486.2 | -49.2% | -7.062% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 1,677 | $221,828 | $192,351.9 | - | -$29,476.1 | -13.29% | -0.847% |
| AVDE Avantis International Equity ETF | 3,540 | $282,538.28 | $321,024.9 | - | $38,486.62 | 13.62% | +0.884% |
| AVEM Avantis Emerging Markets Equity ETF | 2,531 | $203,947.81 | $226,473.88 | - | $22,526.07 | 11.05% | -1.018% |
| AVGO Broadcom Inc. | 924 | $217,305.4 | $310,833.6 | - | $93,528.2 | 43.04% | -2.303% |
| BAC Bank of America Corporation | 4,504 | $256,638 | $236,212.28 | - | -$20,425.72 | -7.96% | +1.441% |
| BAI iShares A.I. Innovation and Tech Active ETF | 54,289 | $1.74M | $2.27M | - | $531,693.67 | 30.58% | -3.473% |
| BIBL Inspire 100 ETF | 5,264 | $220,758.38 | $280,334.32 | - | $59,575.94 | 26.99% | -0.644% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,913 | $632,079.55 | $632,950.13 | - | $870.58 | 0.14% | +0.021% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 11,789 | $1.17M | $1.17M | - | $725.21 | 0.06% | +0.045% |
| BINC iShares Flexible Income Active ETF | 22,387 | $1.17M | $1.14M | - | -$30,118.79 | -2.58% | +0.128% |
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FAQ
Which stocks have generated the highest profits for Barnes Wealth Management Group Inc.?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE Value ETF - $1.59M, iShares Core MSCI Emerging Markets ETF - $886,963.71, iShares MSCI USA Quality Factor ETF - $854,285.13, iShares Core Universal USD Bond ETF - $606,079.02, and iShares Gold Trust - $455,765.73. 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: SPDR Portfolio S&P 600 Small Cap ETF - $59,587.09, Abbott Laboratories - $51,328.03, Lennar Corporation - $42,387.8, iShares Core S&P Small-Cap ETF - $33,202, and Energy Select Sector SPDR Fund - $30,390.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Barnes Wealth Management Group Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.51M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $595,451.36, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $302,844.48, JPMorgan Ultra-Short Income ETF - $274,185.16, PIMCO Active Bond Exchange-Traded Fund - $247,224.48, and iShares MSCI EAFE Value ETF - $240,046.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barnes Wealth Management Group Inc.'s monthly returns?
Barnes Wealth Management Group Inc.'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 Barnes Wealth Management Group Inc.'s strategy be considered aggressive or moderate?
Barnes Wealth Management Group Inc.'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 Barnes Wealth Management Group Inc.'s strategy?
Barnes Wealth Management Group Inc.'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.
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