BWM
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:
25.11%
Gain +0.4%
Monthly
1.13%
Yearly
14.39%
Drawdown
12.79%
$219.55M
Equity
Holdings
$219.55M
Investment
$189.61M
$37.2M
Profit +$718,460.08
Realized
$7.26M
Unrealized
$29.94M
Dividends
$6.85M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.4%
Profit
$718,460.08
Win %
66%
This Week
Compared To Last Week
Gain
0.33%
Profit
$718,460.08
Win %
66%
This Month
Compared to last month
Gain
2.02%
Profit
$4.35M
Win %
66%
This Year
Compared to last year
Gain
1.31%
Profit
$2.84M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$168,854.35 
GOOG Alphabet Inc
+6.88%
+$70,793.54 
GOOGL Alphabet Inc
+6.73%
+$46,557.84 
CBOE Cboe Global Markets Inc.
+4.62%
+$11,818.04 
META Meta Platforms Inc Class A
+3.28%
+$37,181.02 
MSFT Microsoft Corp.
+3.02%
+$53,186.06 
NVDA NVIDIA Corporation
+2.93%
+$39,324.82 
CVX Chevron Corporation
+2.35%
+$78,105.6 
CSCO Cisco Systems, Inc.
+2.14%
+$10,441.71 
TQQQ ProShares UltraPro QQQ
+2.08%
+$3,760.68 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$14,845.64 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$6,533.11 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$10,843.12 
VZ Verizon Communications Inc.
+1.52%
+$5,166 
LMT Lockheed Martin Corporation
+1.5%
+$4,599.79 
TCHP T. Rowe Price Blue Chip Growth ETF
+1.5%
+$9,582.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$26,634.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$102,752.64 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$22,645.82 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.26%
+$2,976.39 
WFC Wells Fargo & Company
+1.19%
+$16,956.48 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$8,174.98 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$33,717.02 
VUG Vanguard Growth ETF
+1.1%
+$26,492.91 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$1,827.93 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$14,302.82 
IBM International Business Machines Corporation
+0.86%
+$2,263.33 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$11,245.5 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$5,058.46 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.84%
+$3,404.15 
EMGF iShares MSCI Emerging Markets Multifactor ETF
+0.83%
+$3,152.82 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,386.7 
BIBL Inspire 100 ETF
+0.8%
+$2,263.51 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$43,913.15 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,583.36 
TSLA Tesla, Inc.
+0.76%
+$5,465.71 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,252.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,792.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,088.87 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$3,241.82 
NTSX WisdomTree U.S. Efficient Core Fund
+0.71%
+$2,091.82 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,768.95 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$5,387.38 
IVV iShares Core S&P 500 ETF
+0.69%
+$104,888.32 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$1,832.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$16,698.77 
PLTR Palantir Technologies Inc.
+0.65%
+$2,914.39 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$5,906.86 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$23,243.4 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$14,115.03 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$5,437.6 
JGRO JPMorgan Active Growth ETF
+0.61%
+$5,323.92 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,689.74 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,330.23 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$4,083.51 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,604.47 
FNOV FT Vest US Equity Buffer ETF
+0.46%
+$938 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,167.72 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$6,394.85 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$6,170.85 
PFE Pfizer Inc.
+0.4%
+$1,539.1 
DAPR FT Vest U.S. Equity Deep Buffer Fund
+0.39%
+$1,999.51 
RCS PIMCO Strategic Income Fund
+0.39%
+$488.5 
TPYP Tortoise North American Pipeline Fund
+0.37%
+$884.64 
AVGO Broadcom Inc.
+0.37%
+$1,330.56 
PG Procter & Gamble Co
+0.37%
+$1,113.53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,669.1 
BAC Bank of America Corporation
+0.36%
+$990.88 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$5,595.67 
GD General Dynamics Corporation
+0.32%
+$907.68 
TTC The Toro Company
+0.32%
+$713.98 
MRK Merck & Co., Inc.
+0.32%
+$1,100.47 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,205.39 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$8,522.36 
PHO Invesco Water Resources ETF
+0.27%
+$564.11 
JPM JPMorgan Chase & Co.
+0.27%
+$659.88 
JNJ Johnson & Johnson
+0.21%
+$945.52 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$1,321.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,343.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,277.56 
T AT&T Inc.
+0.17%
+$722.28 
VIOV Vanguard S&P Small-Cap 600 Value ETF
+0.17%
+$347.6 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$1,825.32 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$227.79 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.09%
+$563.01 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$535.14 
WMT Walmart Inc.
+0.09%
+$599.41 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.09%
+$236.96 
JVAL JPMorgan U.S. Value Factor ETF
+0.06%
+$797.68 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$449.01 
AEP American Electric Power Company, Inc.
+0.06%
+$141.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$207.39 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$149.84 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$235.78 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$116.45 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$54 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$224.34 
RSSB Return Stacked Global Stocks & Bonds ETF
+0.02%
+$39.66 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$444.14 
GSY Invesco Ultra Short Duration ETF
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 PMBS
PMBS
0%
$0 
AAPL Apple Inc.
-7.35%
-$573,645.4 
TROW T. Rowe Price Group, Inc.
-6.31%
-$13,395.87 
MU Micron Technology, Inc.
-5.9%
-$10,584.14 
ABBV AbbVie Inc.
-2.51%
-$8,766.85 
SLV iShares Silver Trust
-2.13%
-$4,598.76 
APLD Applied Digital Corporation
-2.07%
-$3,934.72 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,942.26 
GLD SPDR Gold Shares
-1.49%
-$8,182.71 
IAU iShares Gold Trust
-1.46%
-$10,826.53 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$5,309.55 
NI NiSource Inc.
-1.42%
-$3,339.52 
TJX The TJX Companies, Inc.
-1.21%
-$2,897.26 
NEE NextEra Energy, Inc.
-1.15%
-$2,371.48 
WRB W.R. Berkley Corporation
-1.15%
-$2,533.44 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$5,315.13 
XOM Exxon Mobil Corporation
-0.97%
-$7,038 
GILD Gilead Sciences Inc.
-0.81%
-$3,455 
PCAR PACCAR Inc.
-0.81%
-$2,034.72 
KMB Kimberly-Clark Corporation
-0.8%
-$1,799.6 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$7,749.69 
ED Consolidated Edison, Inc.
-0.74%
-$2,015.28 
INTF iShares International Equity Factor ETF
-0.73%
-$6,919.2 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$14,608.04 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$5,335.39 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$45,938.5 
TCBK Trico Bancshares
-0.69%
-$2,635.2 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$1,330.76 
DUK Duke Energy Corporation
-0.67%
-$2,210.88 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$2,940.31 
AMGN Amgen Inc.
-0.64%
-$2,150.17 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,475.9 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$8,344.54 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$2,193 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$5,790.74 
ALL Allstate Corporation
-0.49%
-$1,368.91 
AVDE Avantis International Equity ETF
-0.46%
-$1,486.8 
TRV The Travelers Companies, Inc.
-0.43%
-$1,427.88 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$747.65 
HD The Home Depot, Inc.
-0.42%
-$1,287.16 
MBB iShares MBS ETF
-0.4%
-$9,988.15 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,517.27 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$6,659.36 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$7,219.62 
UYLD Angel Oak UltraShort Income Fund
-0.34%
-$2,264.15 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$9,689.4 
DBND DoubleLine Opportunistic Bond ETF
-0.31%
-$1,913.79 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$1,757.7 
EVRG Evergy Inc.
-0.29%
-$724.79 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$807.95 
FBND Fidelity Total Bond ETF
-0.27%
-$2,236.32 
VTV Vanguard Value ETF
-0.27%
-$1,878.53 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$5,716.5 
COST Costco Wholesale Corporation
-0.24%
-$636.11 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$540.4 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,700 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$19,457.3 
GTO Invesco Total Return Bond ETF
-0.22%
-$1,475.61 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,218.05 
SYSB iShares Systematic Bond ETF
-0.22%
-$598.69 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$463.59 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$2,067.48 
IXN iShares Global Tech ETF
-0.21%
-$806.74 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$1,055.36 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$1,282.14 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$1,179.63 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$796.66 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,093.15 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$10,556.77 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,721.55 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,403.79 
ELD WisdomTree Emerging Markets Local Debt Fund
-0.14%
-$417.92 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$286.5 
QHY WisdomTree U.S. High Yield Corporate Bond Fund
-0.13%
-$1,958.6 
TAXF American Century Diversified Municipal Bond ETF
-0.12%
-$274.38 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$367.86 
MUB iShares National Muni Bond ETF
-0.11%
-$456.24 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$721.6 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$424.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$551.4 
HYD VanEck High Yield Muni ETF
-0.1%
-$245.8 
JSCP JPMorgan Short Duration Core Plus ETF
-0.09%
-$185.04 
BINC iShares Flexible Income Active ETF
-0.08%
-$895.46 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$400.2 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$259.85 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$903.84 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$121.4 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$1,158.12 
V Visa Inc. Class A
-0.04%
-$105.83 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$387.03 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$73.64 
IGE iShares North American Natural Resources ETF
-0.02%
-$54.23 Events
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Dividends
Dividend Analysis
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| Trades 1170 | Longs Won 842/1170 71% | Profit Factor 24.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $130,946.09 |
| Average Win $46,030.92 | Best Trade (Aug 14) $2.22M | Sharpe Ratio -11.25 |
| Average Loss -$4,748.35 | Worst Trade (Aug 02) -$194,707.95 | Z-Score 8.22 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $31,794.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,395 | $5.87M | $7.23M | - | $1.36M | 23.15% | -7.354% |
| ABBV AbbVie Inc. | 1,355 | $247,641.57 | $340,023.7 | - | $92,382.13 | 37.3% | -2.513% |
| AEP American Electric Power Company, Inc. | 2,015 | $227,202.47 | $257,617.75 | - | $30,415.28 | 13.39% | +0.055% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 13,878 | $598,872.92 | $591,202.8 | - | -$7,670.12 | -1.28% | -0.199% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 3,570 | $268,021.3 | $417,868.51 | - | $149,847.21 | 55.91% | +1.588% |
| ALL Allstate Corporation | 1,053 | $218,173.18 | $278,076.23 | - | $59,903.05 | 27.46% | -0.49% |
| AMD Advanced Micro Devices, Inc. | 1,076 | $228,644.29 | $512,337.39 | - | $283,693.1 | 124.08% | -1.904% |
| AMGN Amgen Inc. | 867 | $229,976.29 | $333,933.72 | - | $103,957.43 | 45.2% | -0.64% |
| AMZN Amazon.com Inc | 4,680 | $1.03M | $1.27M | - | $244,332.38 | 23.8% | +15.321% |
| APLD Applied Digital Corporation | 6,784 | $253,043 | $185,813.76 | - | -$67,229.24 | -26.57% | -2.074% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 1,677 | $221,828 | $192,972.39 | - | -$28,855.61 | -13.01% | +0.956% |
| AVDE Avantis International Equity ETF | 3,540 | $282,538.28 | $322,883.4 | - | $40,345.12 | 14.28% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 2,531 | $203,947.81 | $226,549.81 | - | $22,602 | 11.08% | +0.101% |
| AVGO Broadcom Inc. | 924 | $217,305.4 | $359,694.72 | - | $142,389.32 | 65.52% | +0.371% |
| BAC Bank of America Corporation | 4,504 | $256,638 | $279,022.8 | - | $22,384.8 | 8.72% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 54,289 | $1.74M | $2.24M | - | $505,363.51 | 29.06% | +0.633% |
| BIBL Inspire 100 ETF | 5,264 | $220,758.38 | $286,730.08 | - | $65,971.7 | 29.88% | +0.796% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 6,913 | $632,079.55 | $633,783.84 | - | $1,704.29 | 0.27% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 11,789 | $1.17M | $1.17M | - | $3,141.96 | 0.27% | +0.02% |
| BINC iShares Flexible Income Active ETF | 22,387 | $1.17M | $1.16M | - | -$2,470.84 | -0.21% | -0.077% |
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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 - $850,334.55, iShares Core Universal USD Bond ETF - $573,394.65, 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 $6.85M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $562,766.99, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $287,965.79, JPMorgan Ultra-Short Income ETF - $251,307.35, iShares MSCI EAFE Value ETF - $240,046.1, and PIMCO Active Bond Exchange-Traded Fund - $234,305.28. 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.
