Grantvest Financial Group LLC Portfolio
Invests via Grantvest Financial Group LLC | Managed by Anthony Caputo, Gregory Guenther
Invests via Grantvest Financial Group LLC
Managed by Anthony Caputo, Gregory Guenther
Automatically Tracked
Company Profile
Regional financial-services firm focused on mortgage banking, correspondent lending and loan servicing, Grantvest Financial Group LLC provides capital markets access and funding solutions to community lenders and brokers. The firm operates in wholesale mortgage distribution, balances servicing and origination partnerships, and sources warehouse lines and investor placement for whole loans and MBS pools. Relevant to investors for exposure to residential lending spread compression, credit-performance servicing cash flows, and strategic partnerships with regional banks and mortgage originators.
Regional financial-services firm focused on mortgage banking, correspondent lending and loan servicing, Grantvest Financial Group LLC provides capital markets access and funding solutions to community lenders and brokers. The firm operates in wholesale mortgage distribution, balances servicing and origination partnerships, and sources warehouse lines and investor placement for whole loans and MBS pools. Relevant to investors for exposure to residential lending spread compression, credit-performance servicing cash flows, and strategic partnerships with regional banks and mortgage originators.
Investment Philosophy & Strategy
Capitalizes on mortgage ecosystem niches by blending fee-for-service and spread-bearing activities, prioritizing warehouse financing, correspondent channels and servicing cash flows. Emphasizes diversified funding sources, partnership banking and disciplined underwriting to manage spread and credit risk, while balancing hold-versus-sell economics across whole-loan and MBS placement. Strategy targets stable fee income and scalable originations, using conservative leverage, active liquidity management and selective MBS positioning to navigate cycle-driven compression in residential lending margins.
Capitalizes on mortgage ecosystem niches by blending fee-for-service and spread-bearing activities, prioritizing warehouse financing, correspondent channels and servicing cash flows. Emphasizes diversified funding sources, partnership banking and disciplined underwriting to manage spread and credit risk, while balancing hold-versus-sell economics across whole-loan and MBS placement. Strategy targets stable fee income and scalable originations, using conservative leverage, active liquidity management and selective MBS positioning to navigate cycle-driven compression in residential lending margins.
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:
21.55%
Gain +0.02%
Monthly
0.91%
Yearly
11.51%
Drawdown
14.14%
$172.43M
Equity
Holdings
$172.43M
Investment
$154.27M
$20.01M
Profit +$12,450.72
Realized
$1.84M
Unrealized
$18.16M
Dividends
$6.12M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$12,450.72
Win %
80%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.12M
Win %
80%
This Month
Compared to last month
Gain
0.3%
Profit
$509,167.86
Win %
80%
This Year
Compared to last year
Gain
-0.19%
Profit
-$316,650.25
Win %
82%
C Citigroup Inc.
+2.69%
+$5,822.29 
GE General Electric Company
+2.64%
+$5,115 
JPM JPMorgan Chase & Co.
+2.45%
+$9,362.58 
GDX VanEck Gold Miners ETF
+1.97%
+$7,159.78 
ITA iShares U.S. Aerospace & Defense ETF
+1.92%
+$9,508.15 
FCX Freeport-McMoRan Inc.
+1.9%
+$6,410.6 
KO The Coca-Cola Company
+1.58%
+$3,877.3 
PEG Public Service Enterprise Group Incorporated
+1.51%
+$2,698.76 
FTWO Strive Natural Resources and Energy Fund
+1.51%
+$6,422.75 
DIS The Walt Disney Company
+1.43%
+$6,416.08 
JNJ Johnson & Johnson
+1.41%
+$5,514.44 
XLE Energy Select Sector SPDR Fund
+1.26%
+$4,526.76 
XLP Consumer Staples Select Sector SPDR Fund
+1.12%
+$4,154.51 
BRK-B Berkshire Hathaway Inc.
+1.06%
+$4,166.42 
XLF Financial Select Sector SPDR Fund
+1.04%
+$6,670 
XLU Utilities Select Sector SPDR Fund
+1.02%
+$2,929.53 
FVD First Trust Value Line Dividend Index Fund
+0.98%
+$1,994.88 
AAPL Apple Inc.
+0.98%
+$38,076.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$14,826.5 
SFEB FT Vest US SC MB ETF-USD Inc.
+0.94%
+$7,849.24 
XOM Exxon Mobil Corporation
+0.91%
+$5,794 
WMT Walmart Inc.
+0.88%
+$3,044.08 
FTCS First Trust Capital Strength ETF
+0.88%
+$2,614.89 
GS The Goldman Sachs Group, Inc.
+0.86%
+$1,647.8 
V Visa Inc. Class A
+0.82%
+$3,138.66 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$5,795.1 
SAUG FT Vest US Small Cap Moderate Fund
+0.8%
+$7,079.55 
FIW First Trust Water ETF
+0.71%
+$1,831.6 
MGV Vanguard Mega Cap Value ETF
+0.7%
+$21,154.98 
VOE Vanguard Mid-Cap Value ETF
+0.58%
+$3,554.97 
VIG Vanguard Dividend Appreciation ETF
+0.5%
+$1,799.27 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.5%
+$1,397.34 
YDEC FT Vest International Equity Fund
+0.47%
+$1,043.9 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.46%
+$8,818.85 
CXM Sprinklr Inc.
+0.43%
+$299.1 
CAT Caterpillar Inc.
+0.42%
+$2,021.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.42%
+$1,821.34 
YMAR FT VT International Equity Market Fund - Class B
+0.41%
+$1,307.86 
JEPI JPMorgan Equity Premium Income Fund
+0.39%
+$15,895.47 
JANU AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.32%
+$824.43 
YSEP FT Vident International Equity Fund
+0.32%
+$903.6 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.31%
+$2,283.46 
RDVY First Trust Rising Dividend Achievers ETF
+0.31%
+$5,816.55 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.28%
+$1,262.65 
RSP Invesco S&P 500 Equal Weight ETF
+0.27%
+$4,309.2 
JNEU AllianzIM U.S. Large Cap Buffer10 Jun Invtrl ETF
+0.24%
+$923.04 
XLV Health Care Select Sector SPDR Fund
+0.23%
+$783.51 
DECU AllianzIM U.S. Large Cap Buffer10 Dec ETF
+0.22%
+$1,430.33 
GLD SPDR Gold Shares
+0.2%
+$1,091.48 
JANP PGIM U.S. Large-Cap Buffer 12 ETF
+0.19%
+$518.16 
CPSJ Calamos S&P 500 Structured Alt Protection ETF – July
+0.18%
+$1,712.2 
PBDE PGIM US Large Cap Core Bond ETF
+0.17%
+$706.27 
PDEC Innovator U.S. Equity Power Buffer ETF - December
+0.16%
+$460.27 
GDEC FT VEST US Equity Moderate B Fund
+0.16%
+$421 
DMAR FT Vest US Equity Deep Buffer Fund
+0.14%
+$649.48 
BINC iShares Flexible Income Active ETF
+0.13%
+$37,359.72 
CPSF Calamos S&P 500 Structured Alt Protection ETF - February
+0.13%
+$918.69 
VO Vanguard Mid-Cap ETF
+0.12%
+$643 
LMBS First Trust Low Duration Opportunities ETF
+0.12%
+$363.6 
BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF
+0.12%
+$777.9 
APRP PGIM U.S. Large-Cap Buffered 12 ETF April
+0.12%
+$425.46 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
+0.12%
+$1,463.7 
MAXJ iShares Large Cap Max Buffer ETF - June
+0.12%
+$917.03 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.11%
+$750.36 
GAUG FT Vest US Equity Moderate Fund
+0.09%
+$374.92 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.09%
+$589.89 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.09%
+$222.62 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.09%
+$484.4 
STEN iShares Large Cap 10% Target Buffer Sep ETF
+0.09%
+$979.98 
GMAR FT Vest US Equity Moderate B Fund
+0.09%
+$213.88 
JANW AllianzIM U.S. Large Cap Buffer20 January ETF
+0.09%
+$1,198.09 
FNOV FT Vest US Equity Buffer ETF
+0.08%
+$419.07 
NVBW Allianz Investment Management LLC AllianzIM U.S. Large Cap Buffer 20 November ETF
+0.08%
+$221.7 
GNOV FT Vest US Equity Moderate B Fund
+0.08%
+$225.37 
DJUN FT VEST US Equity Deep Buffer Fund
+0.08%
+$557.2 
DMAX iShares Large Cap Max Buffer December Fund
+0.07%
+$1,312.94 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$161.11 
APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF
+0.07%
+$208.73 
DNOV FT Vest US Equity Deep Buffer Fund
+0.07%
+$297.22 
DECW AllianzIM U.S. Large Cap Buffer20 Dec ETF
+0.06%
+$207.99 
SEPW AllianzIM U.S. Large Cap Buffer20 Sep ETF
+0.06%
+$138.34 
NVDA NVIDIA Corporation
+0.06%
+$592.12 
FMAR FT Vest U.S. Equity Buffer ETF
+0.06%
+$244.17 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.05%
+$587.36 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$2,377.66 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.05%
+$163.94 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.05%
+$4,116.56 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.04%
+$202.79 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.04%
+$196.83 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
+0.04%
+$247.92 
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
+0.04%
+$252.94 
FFEB FT Vest US Equity Buffer ETF
+0.04%
+$277.27 
QCJA FT Nasdaq-100 Conscious Buffered ETF - January
+0.04%
+$257.53 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$105.35 
CPST Calamos S&P 500 Structured Alt Protection ETF – September
+0.04%
+$92.95 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$360.07 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$237.37 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.03%
+$111.47 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
+0.03%
+$84.4 
BDEC Innovator U.S. Equity Buffer ETF
+0.02%
+$80.6 
DAUG FT Vest U.S. Equity Deep Buffer Fund
+0.02%
+$244.34 
MMAX iShares Large-Cap Buffer March ETF
+0.01%
+$32.02 
FMAY FT Vest U.S. Equity Buffer ETF
+0.01%
+$140.56 
PMAY Innovator U.S. Equity Power Buffer ETF - May
+0.01%
+$25.95 
FAPR FT Vest U.S. Equity Buffer ETF
+0.01%
+$16.76 
AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF
0%
+$2.67 
GJAN FT Vest US Equity Moderate Fund B
0%
$0 
AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF
0%
$0 
MOTO SmartETFs Smart Transportation & Technology ETF
0%
$0 
NVBU AllianzIM U.S. Buffered Nov Fund
0%
$0 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
$0 
KDEC INN US Small Cap Beta ETF
0%
$0 QMMY
QMMY
0%
$0 NFEB
NFEB
0%
$0 QMAG
QMAG
0%
$0 AUGM
AUGM
0%
$0 QMNV
QMNV
0%
$0 DECM
DECM
0%
$0 AUGU
AUGU
0%
$0 
DDTY Innovator Equity Dual Directional 10 Buffer ETF - May
0%
$0 MAYP
MAYP
0%
$0 
INTC Intel Corporation
-3.36%
-$7,153.56 
MU Micron Technology, Inc.
-3.33%
-$7,261.02 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.17%
-$25,069.04 
FXL First Trust Technology AlphaDEX Fund
-2.39%
-$11,500.16 
GLW Corning Incorporated
-2.1%
-$2,854.7 
META Meta Platforms Inc Class A
-1.88%
-$15,492.79 
SOXX iShares Semiconductor ETF
-1.83%
-$6,154.89 
AIQ Global X Artificial Intelligence & Technology ETF
-1.73%
-$8,018.61 
XLK State Street Technology Select Sector SPDR ETF
-1.42%
-$26,100.52 
VGT Vanguard Information Technology ETF
-1.34%
-$10,701 
GOOGL Alphabet Inc
-1.27%
-$2,613.7 
SPCX Space Exploration Technologies Corp. Class A
-1.25%
-$3,206.05 
SMH VanEck Semiconductor ETF
-1.21%
-$34,502.21 
GOOG Alphabet Inc
-1.16%
-$3,055.19 
CVRT Calamos Convertible Equity Alternative ETF
-1.07%
-$5,362.07 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$24,502.95 
QQQI Neos NASDAQ-100 High Income ETF
-0.95%
-$20,360.6 
MSFT Microsoft Corp.
-0.86%
-$5,128.95 
IWF iShares Russell 1000 Growth ETF
-0.76%
-$3,591.74 
CAIQ Calamos Nasdaq Autocallable Income ETF
-0.76%
-$3,327.9 
QJUN FT Vest Nasdaq-100 Buffer ETF
-0.75%
-$5,498.56 
QSPT FT Vest Nasdaq-100 Buffer ETF
-0.6%
-$3,723.7 
VOOG Vanguard S&P 500 Growth ETF
-0.56%
-$10,299.36 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.56%
-$1,865.07 
NJUN Innovator G-100 Power Buffer ETF - July
-0.53%
-$2,659.12 
TSLA Tesla, Inc.
-0.33%
-$2,025.62 
NNOV Innovator G-100 Power Buffer ETF - November
-0.32%
-$1,456.66 
IWM iShares Russell 2000 ETF
-0.3%
-$3,395.23 
VTWO Vanguard Russell 2000 ETF
-0.28%
-$910.03 
CAIE Calamos Autocallable Income ETF
-0.28%
-$6,882.6 
SCHA Schwab U.S. Small-Cap ETF
-0.26%
-$3,324.52 
QDEC FT Vest Nasdaq-100 Buffer ETF
-0.26%
-$3,282.25 
QMAR FT Cboe Vest Nasdaq-100 Buffer ETF - March
-0.22%
-$961.85 
VOLT Tema Electrification Fund
-0.2%
-$393.82 
SCHK Schwab 1000 Index ETF
-0.15%
-$343.37 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.14%
-$952.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$891.96 
GSEP FT Vest US Equity Moderate B Fund
-0.12%
-$548.75 
SCHM Schwab U.S. Mid-Cap ETF
-0.12%
-$1,312.92 
DMAY FT Vest US Equity Deep Buffer Fund
-0.11%
-$1,070.36 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.11%
-$242.78 
VOO Vanguard S&P 500 ETF
-0.11%
-$3,491.92 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$1,059.48 
SCYB Schwab High Yield Bond ETF
-0.1%
-$825.55 
SCHX Schwab U.S. Large-Cap ETF
-0.1%
-$519.48 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.1%
-$384.79 
IVV iShares Core S&P 500 ETF
-0.1%
-$280.46 
SPHY SPDR Portfolio High Yield Bond ETF
-0.09%
-$920.8 
DSEP FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$174.88 
FJUL FT Vest US Equity Buffer ETF
-0.08%
-$443 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.07%
-$361.96 
SMAX iShares Large Cap Municipal Bond ETF
-0.07%
-$1,463.98 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.06%
-$676.59 
GJUL FT Vest US Equity Moderate Class B
-0.06%
-$145.92 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.05%
-$250.83 
FJUN FT Vest US Equity Buffer ETF - June
-0.05%
-$380.36 
AMZN Amazon.com Inc
-0.05%
-$1,366.8 
SPYI NEOS S&P 500 High Income ETF
-0.05%
-$1,039.22 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
-0.03%
-$229.13 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$118.75 
LODI AAM SLC Low Duration Income ETF
-0.02%
-$233.13 
STXF Strive 500 ETF
-0.02%
-$222.06 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.02%
-$94.99 
SNOV FT Vest US Small Cap Moderate Fund
-0.02%
-$241.94 
FAUG FT Vest U.S. Equity Buffer ETF
-0.02%
-$54.35 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$49.72 
KJAN Innovator U.S. Small Cap Power Buffer ETF January
-0.01%
-$36.38 
VT Vanguard Total World Stock ETF
0%
-$6.75 Events
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Dividends
Dividend Analysis
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No Data
| Trades 939 | Longs Won 746/939 79% | Profit Factor 9.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $91,111.84 |
| Average Win $30,068.54 | Best Trade (Oct 15) $1.74M | Sharpe Ratio -60.74 |
| Average Loss -$12,564.12 | Worst Trade (Oct 15) -$784,725.88 | Z-Score 19.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $21,305.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 11,366 | $2.84M | $3.93M | - | $1.09M | 38.35% | +0.98% |
| AIQ Global X Artificial Intelligence & Technology ETF | 7,224 | $371,192.14 | $454,967.52 | - | $83,775.38 | 22.57% | -1.732% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 7,366 | $648,678.2 | $741,903.52 | - | $93,225.32 | 14.37% | +0.309% |
| AMZN Amazon.com Inc | 11,390 | $2.5M | $2.9M | - | $401,459.8 | 16.07% | -0.047% |
| APRP PGIM U.S. Large-Cap Buffered 12 ETF April | 10,717 | $348,831 | $359,852.21 | - | $11,021.21 | 3.16% | +0.118% |
| APRW AllianzIM U.S. Large Cap Buffer20 Apr ETF | 8,283 | $276,346.89 | $315,126.73 | - | $38,779.84 | 14.03% | +0.066% |
| AUGM AUGM | 15,124 | $481,850.44 | $530,096 | - | $48,245.56 | 10.01% | 0.0 |
| AUGU AUGU | 9,014 | $261,310.21 | $255,907 | - | -$5,403.21 | -2.07% | 0.0 |
| AUGW AllianzIM U.S. Large Cap Buffer20 Aug ETF | 6,768 | $198,031.5 | $236,643.12 | - | $38,611.62 | 19.5% | 0.0 |
| AZBO AllianzIM U.S. Large Cap Buffer20 Oct ETF | 6,667 | $238,062.3 | $281,616.75 | - | $43,554.45 | 18.3% | +0.001% |
| BBBS BondBloxx BBB Rated 1-5 Year Corporate Bond ETF | 12,965 | $664,631.39 | $648,768.6 | - | -$15,862.79 | -2.39% | +0.12% |
| BDEC Innovator U.S. Equity Buffer ETF | 6,015 | $291,063.65 | $332,238.52 | - | $41,174.87 | 14.15% | +0.024% |
| BINC iShares Flexible Income Active ETF | 574,765 | $30.15M | $29.17M | - | -$975,785.68 | -3.24% | +0.128% |
| BOCT Innovator U.S. Equity Buffer ETF BOCT | 9,049 | $447,242.86 | $502,490.97 | - | $55,248.11 | 12.35% | -0.072% |
| BRK-B Berkshire Hathaway Inc. | 746 | $339,705.05 | $396,323.7 | - | $56,618.65 | 16.67% | +1.062% |
| BUFR FT Vestladder Buffer ETF-USD I | 9,944 | $363,254 | $375,833.48 | - | $12,579.48 | 3.46% | -0.013% |
| BUXX Strive Enhanced Income Short Duration Fund | 237,766 | $4.83M | $4.8M | - | -$24,664.13 | -0.51% | +0.05% |
| C Citigroup Inc. | 1,759 | $246,160 | $222,548.68 | - | -$23,611.32 | -9.59% | +2.686% |
| CAIE Calamos Autocallable Income ETF | 91,768 | $2.45M | $2.45M | - | -$4,803.29 | -0.2% | -0.28% |
| CAIQ Calamos Nasdaq Autocallable Income ETF | 17,369 | $432,204.17 | $437,671.01 | - | $5,466.84 | 1.26% | -0.755% |
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Grantvest Financial Group LLC?
The largest contributions to the portfolio's profits come from the following stocks: iShares Flexible Income Active ETF - $2.38M, Neos Enhanced Income Cash Alternative ETF - $522,781.97, Neos NASDAQ-100 High Income ETF - $380,022.34, JPMorgan Equity Premium Income Fund - $379,698.65, and Strive Enhanced Income Short Duration Fund - $360,257.77. 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: International Flavors & Fragrances Inc - $83,434.66, Palantir Technologies Inc - $40,802.74, Costco Wholesale Corporation - $13,420.91, Global X Nasdaq 100 Covered Call ETF - $12,995.34, and SmartETFs Smart Transportation & Technology ETF - $11,023.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Grantvest Financial Group LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.12M earned over time. The largest contributors to dividend income include iShares Flexible Income Active ETF - $2.38M, Neos Enhanced Income Cash Alternative ETF - $522,781.97, Neos NASDAQ-100 High Income ETF - $400,685.19, JPMorgan Equity Premium Income Fund - $380,649.59, and Strive Enhanced Income Short Duration Fund - $360,390.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Grantvest Financial Group LLC's monthly returns?
Grantvest Financial Group LLC'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 Grantvest Financial Group LLC's strategy be considered aggressive or moderate?
Grantvest Financial Group LLC'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 Grantvest Financial Group LLC's strategy?
Grantvest Financial Group LLC'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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