Daniel Guy Portfolio
Invests via Ethos Financial Group LLC | Managed by Daniel Guy, James Judge
Invests via Ethos Financial Group LLC
Managed by Daniel Guy, James Judge
Automatically Tracked
Daniel Guy Profile
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
With a dynamic background in entrepreneurial leadership, Daniel Guy has established himself as a significant player in the technology sector. Known for spearheading innovative software solutions that enhance operational efficiency, he drives initiatives that reshape business practices and foster growth. His extensive experience encompasses founding multiple startups focused on addressing unique market needs through disruptive technologies. These ventures not only demonstrate his keen understanding of market dynamics but also highlight his capacity to adapt strategies in rapidly evolving environments. Recognized for cultivating partnerships that leverage synergistic strengths, his contributions are shaping industry standards and accelerating digital transformation.
Investment Philosophy & Strategy
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
Growth potential in technology sectors captivates the strategic focus of Daniel Guy, who thrives on leveraging innovation to maximize market impact. With a proven track record in nurturing startups, he emphasizes scalable solutions that directly address evolving consumer demands. This approach allows for rapid iteration and adaptation within dynamic environments. By fostering collaborative ecosystems and forming alliances with key stakeholders, opportunities are created that redefine industry benchmarks. His insight into transformative technologies ensures alignment with emergent trends while prioritizing user-centric applications.
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:
70.25%
Gain -0.62%
Monthly
1.37%
Yearly
17.77%
Drawdown
22.53%
$1.47B
Equity
Holdings
$1.47B
Investment
$1.2B
$317.11M
Profit -$5.65M
Realized
$51.51M
Unrealized
$265.6M
Dividends
$57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$5.65M
Win %
67%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$2.93M
Win %
67%
This Month
Compared to last month
Gain
-0.92%
Profit
-$13.63M
Win %
67%
This Year
Compared to last year
Gain
7.85%
Profit
$106.84M
Win %
68%
HHDS Highlands REIT, Inc.
+282.48%
+$1,170.06 
TER Teradyne, Inc.
+8.66%
+$66,747.36 
WDC Western Digital Corporation
+8.42%
+$123,642.6 
MMM 3M Company
+8.32%
+$24,908.27 
MU Micron Technology, Inc.
+7.72%
+$149,587.59 
STX Seagate Technology Holdings plc
+7.51%
+$39,108.74 
NEXCF Nextech3D.ai Corp.
+7.22%
+$132 
AMAT Applied Materials, Inc.
+6.71%
+$64,331.25 
DELL Dell Technologies Inc.
+6.02%
+$79,872.87 
INTC Intel Corporation
+5.72%
+$121,380.35 
AMD Advanced Micro Devices, Inc.
+4.71%
+$166,350.37 
SBRA Sabra Health Care REIT, Inc.
+4.65%
+$57,540.03 
AREC American Resources Corporation
+4.46%
+$1,855.13 
EWY iShares MSCI South Korea ETF
+4.01%
+$26,974.35 
LRCX Lam Research Corporation
+3.96%
+$17,833.66 
SUIG Mill City Ventures III, Ltd.
+3.8%
+$778.81 
HUT Hut 8 Corp.
+3.73%
+$44,427 
KEYS Keysight Technologies, Inc.
+3.71%
+$14,692.53 
KLAC KLA Corporation
+3.7%
+$54,256.03 
ORCL Oracle Corporation
+3.68%
+$27,079.26 
GLW Corning Incorporated
+3.66%
+$31,174.71 
ASML ASML Holding N.V. New York Registry Shares
+3.45%
+$20,746.15 
SLV iShares Silver Trust
+3.39%
+$34,003.15 
SIVR abrdn Physical Silver Shares ETF
+3.36%
+$35,179.2 
MPWR Monolithic Power Systems, Inc.
+3.19%
+$14,984.83 
FRDM Freedom 100 Emerging Markets ETF
+3.18%
+$165,931.1 
COPX Global X Copper Miners ETF
+3.11%
+$22,569.03 
NVS Novartis AG Sponsored ADR
+3.05%
+$13,616.16 
FCX Freeport-McMoRan Inc.
+3.03%
+$6,755.1 
VRT Vertiv Holdings Co
+2.75%
+$14,074.32 
MTUM iShares MSCI USA Momentum Factor ETF
+2.74%
+$31,935.92 
DEFT Defi Technologies Inc.
+2.7%
+$2,935.06 
EMXC iShares MSCI Emerging Markets ex China ETF
+2.67%
+$252,156.45 
PWB Invesco Large Cap Growth ETF
+2.58%
+$224,601.09 
TXN Texas Instruments Inc
+2.53%
+$15,426.18 
SPMO Invesco S&P 500 Momentum ETF
+2.41%
+$299,812.44 
QLD ProShares Ultra QQQ
+2.41%
+$11,360.16 
GEV GE Vernova Inc.
+2.31%
+$17,995.81 
RING iShares MSCI Global Gold Miners ETF
+2.28%
+$7,333.32 
GDX VanEck Gold Miners ETF
+2.28%
+$8,497.58 
PCT PureCycle Technologies, Inc.
+2.25%
+$97,389.7 
FPX First Trust US Equity Opportunities ETF
+2.24%
+$187,232.5 
ADI Analog Devices, Inc.
+2.11%
+$12,458.21 
PLUG Plug Power Inc.
+2.11%
+$1,917.32 
QTUM Defiance Quantum ETF
+2.1%
+$304,463.67 
ESGE iShares ESG Aware MSCI EM ETF
+2.08%
+$4,843.14 
APH Amphenol Corporation
+2.06%
+$13,379.44 
EEM iShares MSCI Emerging Markets ETF
+2.03%
+$78,077.25 
XLK State Street Technology Select Sector SPDR ETF
+2.02%
+$18,253.15 
CAT Caterpillar Inc.
+1.98%
+$56,457.83 
GBTC Grayscale Bitcoin Trust ETF
+1.94%
+$15,983.8 
IEMG iShares Core MSCI Emerging Markets ETF
+1.93%
+$23,501.77 
IBIT iShares Bitcoin Trust
+1.91%
+$22,949.16 
BTC Grayscale Bitcoin Mini Trust ETF
+1.91%
+$29,497.05 
RXRX Recursion Pharmaceuticals, Inc.
+1.9%
+$1,291.73 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.85%
+$13,351.8 
NEM Newmont Corporation
+1.84%
+$3,581.76 
URA Global X Uranium ETF
+1.84%
+$64,094.54 
TSLA Tesla, Inc.
+1.83%
+$96,545.11 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.78%
+$4,323.94 
TPVG TriplePoint Venture Growth BDC Corp.
+1.75%
+$3,484.8 
NVDA NVIDIA Corporation
+1.73%
+$214,660.16 
ZNOG Zion Oil & Gas Inc.
+1.66%
+$1,103.96 
IDCC InterDigital, Inc.
+1.65%
+$4,262.7 
PSX Phillips 66
+1.63%
+$10,485.6 
HIVE HIVE Digital Technologies Ltd.
+1.62%
+$1,000 
ROBO ROBO Global Robotics & Automation Index ETF
+1.62%
+$5,350 
VKTX Viking Therapeutics Inc.
+1.59%
+$8,126.96 
MPC Marathon Petroleum Corporation
+1.57%
+$5,316.3 
IYW iShares U.S. Technology ETF
+1.5%
+$93,938.66 
HARL Harleysville Financial Corp.
+1.45%
+$19,311.3 
EOG EOG Resources, Inc.
+1.43%
+$8,422.7 
C Citigroup Inc.
+1.41%
+$11,354.64 
PTMN Portman Ridge Finance Corporation
+1.41%
+$2,094.4 
XMMO Invesco S&P MidCap Momentum ETF
+1.41%
+$25,040.56 
OXSQ Oxford Square Capital Corp.
+1.36%
+$839.34 
ADM Archer-Daniels-Midland Co
+1.32%
+$7,192.45 
CEG Constellation Energy Corporation
+1.31%
+$4,564.49 
QUIZ Zacks Quality International Fund
+1.27%
+$3,066.12 
TPL Texas Pacific Land Corporation
+1.26%
+$19,967 
CTA Simplify Managed Futures Strategy ETF
+1.26%
+$4,351.48 
SCM Stellus Capital Investment Corporation
+1.26%
+$17,801.1 
GS The Goldman Sachs Group, Inc.
+1.24%
+$12,136.47 
SCHE Schwab Emerging Markets Equity ETF
+1.23%
+$56,045.83 
VWO Vanguard FTSE Emerging Markets ETF
+1.22%
+$94,146.4 
BIDD iShares International Dividend Active ETF
+1.22%
+$8,352.8 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$89,590.62 
BG Bunge Global S.A.
+1.21%
+$5,439.96 
ORGO Organogenesis Holdings Inc.
+1.2%
+$410.39 
CSCO Cisco Systems, Inc.
+1.2%
+$22,010.17 
FDX FedEx Corporation
+1.2%
+$3,342.48 
FSK FS KKR Capital Corp.
+1.2%
+$30,980.04 
COP ConocoPhillips
+1.18%
+$2,946.87 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.18%
+$6,825.06 
DBC Invesco DB Commodity Index Tracking Fund
+1.15%
+$4,543.27 
AVGO Broadcom Inc.
+1.14%
+$41,975.04 
QMOM Alpha U.S. Quantitative Momentum ETF
+1.13%
+$59,551.83 
NRG NRG Energy, Inc.
+1.12%
+$4,384.74 
OUNZ VanEck Merk Gold Trust
+1.12%
+$2,052.82 
UNH UnitedHealth Group Incorporated
+1.11%
+$8,859.26 
FDUS Fidus Investment Corporation
+1.11%
+$30,066.44 
ICLN iShares Global Clean Energy ETF
+1.1%
+$13,874.4 
MS Morgan Stanley
+1.09%
+$7,493.4 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$120,805.92 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.05%
+$21,888.41 
XOM Exxon Mobil Corporation
+1.04%
+$80,632.55 
VONG Vanguard Russell 1000 Growth Fund
+1.02%
+$31,320 
BRR Columbus Circle Capital Corp I
+1.01%
+$886.08 
GLD SPDR Gold Shares
+1.01%
+$99,550.16 
OILK ProShares K-1 Free Crude Oil Strategy ETF
+0.98%
+$25,205.96 
IAU iShares Gold Trust
+0.97%
+$3,517.87 
CGBD Carlyle Secured Lending, Inc.
+0.96%
+$14,017.7 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.96%
+$2,093.75 
SGOL abrdn Physical Gold Shares ETF
+0.96%
+$373,904.54 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.92%
+$27,444.15 
IXUS iShares Core International Stock ETF
+0.92%
+$47,944.25 
CCAP Crescent Capital BDC, Inc.
+0.91%
+$1,869.8 
SECT Main Sector Rotation ETF
+0.91%
+$3,854.71 
FAD First Trust Multi Cap Growth Fund
+0.87%
+$2,144.81 
TRGP Targa Resources Corp.
+0.87%
+$2,108.84 
SCHF Schwab International Equity ETF
+0.86%
+$2,239.92 
ETN Eaton Corporation plc
+0.83%
+$6,629.9 
HIPS GraniteShares HIPS US High Income ETF
+0.8%
+$22,816.43 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.79%
+$2,746.69 
NEU NewMarket Corporation
+0.78%
+$6,507.04 
REM iShares Mortgage Real Estate ETF
+0.78%
+$1,916.75 
TSLX Sixth Street Specialty Lending Inc.
+0.76%
+$3,610.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$6,917.56 
STRC Strategy Inc
+0.75%
+$4,894.5 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.74%
+$34,334.63 
HGER Harbor Commodity All-Weather Fund
+0.72%
+$67,522.02 
BCSF Bain Capital Specialty Finance Inc.
+0.71%
+$3,316.5 
FXN First Trust Energy AlphaDEX Fund
+0.7%
+$14,206.05 
GQGIX GQG Partners Emerging Markets Equity Fund Institutional Shares
+0.7%
+$1,396.33 
STXF Strive 500 ETF
+0.69%
+$76,188.75 
PWR Quanta Services Inc.
+0.67%
+$4,522 
MGK Vanguard Mega Cap Growth ETF
+0.67%
+$20,468.2 
VUG Vanguard Growth ETF
+0.67%
+$12,708.72 
GECC Great Elm Capital Corp.
+0.66%
+$920.82 
FNDF Schwab Fundamental International Large Company Index ETF
+0.66%
+$13,656.14 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.65%
+$4,668.78 
FEZ SPDR Euro Stoxx 50 ETF
+0.65%
+$4,038.11 
PFLT PennantPark Floating Rate Capital Ltd.
+0.64%
+$958.86 
IYE iShares U.S. Energy ETF
+0.63%
+$7,984.08 
MOO VanEck Agribusiness ETF
+0.62%
+$5,134.17 
IWL iShares Russell Top 200 ETF
+0.6%
+$2,528.58 
XLG Invesco S&P 500 Top 50 ETF
+0.58%
+$11,566.61 
SCHV Schwab U.S. Large-Cap Value ETF
+0.58%
+$135,187.26 
XLE Energy Select Sector SPDR Fund
+0.57%
+$98,989.77 
SOUN SoundHound AI Inc.
+0.56%
+$1,187.8 
VT Vanguard Total World Stock ETF
+0.55%
+$203,562.94 
VPV Invesco Pennsylvania Value Municipal Income Trust
+0.55%
+$774 
EFA iShares MSCI EAFE ETF
+0.55%
+$103,820.08 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.54%
+$5,189.6 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
+0.53%
+$5,070.66 
CVX Chevron Corporation
+0.53%
+$4,873.95 
MBOX Freedom Day Dividend ETF
+0.52%
+$1,308.81 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.52%
+$55,927.52 
TSYY GraniteShares YieldBoost Tesla ETF
+0.52%
+$2,498.21 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.52%
+$76,076.54 
IWO iShares Russell 2000 Growth ETF
+0.51%
+$2,432.43 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$3,759.62 
EUFN iShares MSCI Europe Financials ETF
+0.48%
+$5,258.63 
AAEQ Alpha Architect US Equity 2 ETF
+0.47%
+$25,113.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.46%
+$1,172.88 
SCHW Charles Schwab Corporation
+0.46%
+$4,517.64 
MRK Merck & Co., Inc.
+0.45%
+$4,601.36 
AFSM First Trust Active Factor Small Cap ETF
+0.45%
+$8,075.77 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.44%
+$1,441.82 
EUAD STOXX Europe Aerospace & Defense ETF
+0.44%
+$22,087.8 
MOOD Relative Sentiment Tactical Allocation Fund
+0.43%
+$222,418.1 
GSBD Goldman Sachs BDC Inc.
+0.4%
+$4,017.79 
MIN MFS Intermediate Income Trust
+0.4%
+$450.83 
BXSL Blackstone Secured Lending Fund
+0.4%
+$10,413.51 
ET Energy Transfer L.P.
+0.39%
+$1,783.84 
RDVY First Trust Rising Dividend Achievers ETF
+0.39%
+$22,119.12 
LVHI Franklin International Low Volatility High Dividend ETF
+0.38%
+$27,434.4 
PDO PIMCO Dynamic Income Opportunities Fund
+0.38%
+$500 
FTLS First Trust Long/Short Equity ETF
+0.36%
+$51,069.42 
LABU Direxion Daily S&P Biotech Bull 3X Shares
+0.36%
+$3,523.5 
IVV iShares Core S&P 500 ETF
+0.35%
+$36,104.66 
META Meta Platforms Inc Class A
+0.34%
+$16,874.37 
CMPS Compass Pathways plc Depositary Receipt
+0.34%
+$541.28 
VONE Vanguard Russell 1000 ETF
+0.34%
+$3,123.56 
SYLD Cambria Shareholder Yield ETF
+0.34%
+$18,987.64 
SUN Sunoco L.P.
+0.33%
+$1,035.5 
SCHB Schwab U.S. Broad Market ETF
+0.33%
+$192,501.64 
IJS iShares S&P Small-Cap 600 Value ETF
+0.32%
+$16,674.24 
WFC Wells Fargo & Company
+0.32%
+$999.32 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$61,591.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.32%
+$38,816.68 
IWB iShares Russell 1000 ETF
+0.32%
+$38,985.7 
VOO Vanguard S&P 500 ETF
+0.32%
+$132,392.65 
BLW BlackRock Limited Duration Income Trust
+0.32%
+$4,803.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$3,956 
IYM iShares U.S. Basic Materials ETF
+0.3%
+$1,072.05 
OEF iShares S&P 100 ETF
+0.3%
+$2,018.52 
BBDC Barings BDC Inc.
+0.3%
+$2,100.87 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.29%
+$2,000.02 
BNY BlackRock New York Municipal Income Trust
+0.28%
+$1,635.37 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$10,672.2 
SPH Suburban Propane Partners L.P.
+0.28%
+$1,069.95 
T-PA AT&T Inc.
+0.27%
+$537.5 
CGDV Capital Group Dividend Value ETF
+0.27%
+$12,975.3 
IWM iShares Russell 2000 ETF
+0.26%
+$5,636.4 
WTMF WisdomTree Managed Futures Strategy Fund
+0.24%
+$3,968.9 
QCOM QUALCOMM Incorporated
+0.24%
+$1,806.08 
AMLP Alerian MLP ETF
+0.24%
+$1,391.65 
SCHX Schwab U.S. Large-Cap ETF
+0.24%
+$86,940.21 
MSI Motorola Solutions, Inc.
+0.23%
+$590.4 
ENIC Enel Chile S.A.
+0.23%
+$2,450 
VDE Vanguard Energy ETF
+0.22%
+$914.4 
EVV Eaton Vance Limited Duration Income Fund
+0.22%
+$3,448.82 
ARCC Ares Capital Corporation
+0.21%
+$764.28 
BBLU EA Bridgeway Blue Chip ETF
+0.21%
+$840 
DSU BlackRock Debt Strategies Fund Inc.
+0.21%
+$1,691.86 
KRBN KraneShares Global Carbon Strategy ETF
+0.2%
+$538.72 
VBF Invesco Bond Fund
+0.2%
+$676.53 
VO Vanguard Mid-Cap ETF
+0.2%
+$22,768 
INCE Franklin Income Equity Focus ETF
+0.19%
+$2,109.24 
BSL Blackstone Senior Floating Rate Fund
+0.19%
+$464.18 
EFR Eaton Vance Senior Floating-Rate Trust
+0.19%
+$4,110.74 
BGT BlackRock Floating Rate Income Trust
+0.19%
+$5,938.36 
BGX Blackstone Long-Short Credit Fund
+0.18%
+$259.18 
GDMA Gadsden Dynamic Multi-Asset Portfolio
+0.16%
+$1,414.66 
GBDC Golub Capital BDC, Inc.
+0.15%
+$750.8 
CLOZ Panagram BBB-B CLO ETF
+0.15%
+$4,828.16 
OBDC Blue Owl Capital Corporation
+0.14%
+$814.18 
LEAD Siren DIVCON Leaders Dividend ETF
+0.13%
+$1,147.01 
HON Honeywell International Inc.
+0.13%
+$384.26 
DXJ WisdomTree Japan Hedged Equity Fund
+0.12%
+$829.17 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.11%
+$999.32 
GCT GigaCloud Technology Inc Class A Ordinary Shares
+0.1%
+$2,958.2 
BMY Bristol-Myers Squibb Company
+0.1%
+$205.92 
CBLS Clough Hedged Equity ETF
+0.1%
+$481.32 
EFT Eaton Vance Floating-Rate Income Trust
+0.09%
+$1,979.24 
ICOW Pacer Developed Markets International ETF
+0.09%
+$288.36 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$1,499.82 
IJR iShares Core S&P Small-Cap ETF
+0.09%
+$2,273.27 
BGB Blackstone Strategic Credit Fund
+0.09%
+$157.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.09%
+$25,974.36 
GLNG Golar LNG Ltd.
+0.08%
+$159.2 
GE General Electric Company
+0.07%
+$259.91 
IYR iShares U.S. Real Estate ETF
+0.07%
+$642.32 
ANEFX American Funds The New Economy Fund® Class A
+0.06%
+$186.3 
RPV Invesco S&P 500 Pure Value ETF
+0.06%
+$468.65 
FDVV Fidelity High Dividend ETF
+0.05%
+$2,168.55 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.04%
+$1,475 
MLPA Global X MLP ETF
+0.04%
+$1,116.97 
PFE Pfizer Inc.
+0.04%
+$299.45 
ZECP Zacks Earnings Consistent Portfolio
+0.04%
+$194.04 
BKR Baker Hughes Company
+0.04%
+$124.38 
JBBB Janus Henderson B-BBB CLO ETF
+0.04%
+$377.26 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.03%
+$2,572.11 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$1,396.47 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$184.25 
LLY Eli Lilly and Company
+0.03%
+$717.38 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$79.5 
VOE Vanguard Mid-Cap Value ETF
+0.03%
+$88.2 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.02%
+$1,626.26 
TRBCX T. Rowe Price Blue Chip Growth Fund, Inc.
+0.02%
+$103.25 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,257.56 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$5,218.71 
JPIE JPMorgan Income ETF
+0.01%
+$573.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$276.75 
SHV iShares Short Treasury Bond ETF
+0.01%
+$255.79 
MFIC MidCap Financial Investment Corporation
+0.01%
+$275.52 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.01%
+$283.08 
12811A309
0%
$0 
12811C305
0%
$0 
ATH-PB Athene Holding Ltd.
0%
$0 
BDMIX BlackRock Global Equity Market Neutral Fund
0%
$0 
BKT
0%
$0 
BML-PJ Bank of America Corporation
0%
$0 
EVF Eaton Vance Senior Income Trust
0%
$0 
FAX
0%
$0 
FCO abrdn Global Income Fund, Inc.
0%
$0 
FFRHX Fidelity Floating Rate High Income
0%
$0 
FMQQ FMQQ The Next Frontier Internet & Ecommerce ETF
0%
$0 
FTWO Strive Natural Resources and Energy Fund
0%
$0 
GCEYX AB Global Core Equity Portfolio Advisor Class
0%
$0 
GSL Global Ship Lease Inc.
0%
$0 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
+$7.37 
HAUS Residential REIT ETF
0%
$0 
INQQ INQQ The India Internet ETF
0%
$0 
KHPI
0%
$0 
LBAY Leatherback Long/Short Alternative Yield ETF
0%
$0 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
0%
$0 
LLDYX Lord Abbett Short Duration Income Fund Class I
0%
$0 
LPRO Open Lending Corporation
0%
$0 
LTNC Labor Smart Inc.
0%
$0 
MPA BlackRock MuniYield Pennsylvania Quality Fund
0%
$0 
MRCC Monroe Capital Corporation
0%
$0 
MRGR ProShares Merger ETF
0%
$0 
MS-PA Morgan Stanley
0%
$0 
NQP Nuveen Pennsylvania Quality Municipal Income Fund
0%
$0 
NWBO Northwest Biotherapeutics Inc.
0%
$0 
PNNT PennantPark Investment Corporation
0%
$0 
PSB-PX PS Business Parks, Inc.
0%
$0 
Q5674R106
0%
$0 
SELF Global Self Storage Inc.
0%
$0 
SHRIX Stone Ridge High Yield Reinsurance Risk Premium Fund Class I
0%
$0 
STXT Strive Total Return Bond ETF
0%
$0 
SWIRX Schwab Target 2035 Fund
0%
$0 
TAUG Tauriga Sciences, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
WHF WhiteHorse Finance, Inc.
0%
$0 
KAYS Kaya Holdings Inc.
-96.55%
-$560 
VICR Vicor Corporation
-11.22%
-$81,777.6 
LIXT Lixte Biotechnology Holdings Inc.
-6%
-$11,411.68 
HAL Halliburton Company
-5.87%
-$52,326.06 
SURG SurgePays Inc.
-3.19%
-$131.24 
TMO Thermo Fisher Scientific Inc.
-3.09%
-$9,668.75 
ALC Alcon Inc.
-3.04%
-$6,798.96 
SPGI S&P Global Inc.
-2.99%
-$10,819.12 
GILD Gilead Sciences Inc.
-2.94%
-$12,065.79 
LMT Lockheed Martin Corporation
-2.89%
-$10,105.78 
PSEC Prospect Capital Corporation
-2.69%
-$2,427.54 
VIA Via Transportation, Inc.
-2.66%
-$11,903.26 
IQV IQVIA Holdings Inc.
-2.54%
-$6,385.95 
WM Waste Management, Inc.
-2.32%
-$11,322.01 
LHX L3Harris Technologies, Inc.
-2.25%
-$4,145.92 
ADBE Adobe Inc.
-2.11%
-$7,658.24 
HD The Home Depot, Inc.
-1.74%
-$28,674.62 
CADE Cadence Bank
-1.66%
-$3,825.48 
V Visa Inc. Class A
-1.48%
-$42,932.48 
MA Mastercard Incorporated
-1.38%
-$28,674.62 
UNP Union Pacific Corporation
-1.32%
-$5,697.4 
SLB Schlumberger Limited
-1.31%
-$3,655.73 
LOW Lowe's Companies Inc.
-1.3%
-$10,512.36 
MO Altria Group, Inc.
-1.3%
-$19,644.44 
CRM Salesforce Inc
-1.29%
-$2,861.99 
HBAN Huntington Bancshares Incorporated
-1.27%
-$17,016.32 
WDH Waterdrop Inc.
-1.27%
-$576.01 
VGHAX Vanguard Health Care Fund Admiral Shares
-1.23%
-$3,227.7 
MELI MercadoLibre, Inc.
-1.22%
-$40,688.02 
ABT Abbott Laboratories
-1.22%
-$3,791.92 
PG Procter & Gamble Co
-1.2%
-$10,719.74 
GWW W.W. Grainger, Inc.
-1.19%
-$3,213.06 
ERY Direxion Daily Energy Bear 2X Shares
-1.19%
-$1,625 
TRSTX T. Rowe Price Ultra Short-Term Bond Fund - I Class
-1.18%
-$1,723.52 
LH Labcorp Holdings Inc.
-1.16%
-$3,389.07 
COF Capital One Financial Corporation
-1.16%
-$4,514.71 
SHLD Global X Defense Tech ETF
-1.12%
-$31,382.08 
ALB Albemarle Corporation
-1.11%
-$6,197.61 
T AT&T Inc.
-1.09%
-$23,570.64 
MCD McDonald's Corporation
-1.08%
-$13,314.15 
TE T1 Energy Inc.
-1.08%
-$9,285.58 
EXR Extra Space Storage Inc.
-1.08%
-$3,628.07 
COST Costco Wholesale Corporation
-1.07%
-$27,504.85 
MOAT VanEck Morningstar Wide Moat Fund
-1.05%
-$228,401.6 
LNT Alliant Energy Corporation
-1.04%
-$2,778.93 
ADP Automatic Data Processing Inc.
-1.04%
-$8,169.95 
TJX The TJX Companies, Inc.
-1.03%
-$6,769.6 
VZ Verizon Communications Inc.
-1.02%
-$3,771.82 
RTX RTX Corporation
-0.99%
-$8,131.09 
SCYVX AB Small Cap Value Portfolio Advisor Class
-0.99%
-$10,607.94 
ACN Accenture plc Class A
-0.98%
-$1,817.6 
VICI Vici Properties Inc.
-0.97%
-$4,924.14 
XLP Consumer Staples Select Sector SPDR Fund
-0.95%
-$26,606.07 
PSN Parsons Corporation
-0.94%
-$2,486.64 
WMT Walmart Inc.
-0.92%
-$20,880.09 
AEP American Electric Power Company, Inc.
-0.92%
-$17,139.64 
SO The Southern Company
-0.87%
-$17,233.94 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$3,004.56 
LIN Linde plc
-0.85%
-$3,272.49 
WMB The Williams Companies, Inc.
-0.85%
-$1,808.1 
ADC Agree Realty Corporation
-0.84%
-$5,800.4 
KO The Coca-Cola Company
-0.84%
-$8,898.24 
QFVIX Pear Tree Polaris Foreign Value Fund Institutional Class
-0.84%
-$2,264.36 
AMZN Amazon.com Inc
-0.81%
-$73,273.21 
AXP American Express Company
-0.8%
-$2,970.16 
QUAYX AB Small Cap Growth Portfolio Advisor Class
-0.8%
-$8,352.72 
PEP PepsiCo, Inc.
-0.77%
-$3,303.07 
FAS Direxion Daily Financial Bull 3x Shares
-0.76%
-$6,446.16 
BRW Saba Capital Income & Opportunities Fund
-0.75%
-$13,320.05 
RIET Hoya Capital High Dividend Yield ETF
-0.71%
-$3,916.85 
CB Chubb Limited
-0.71%
-$3,872.24 
ETR Entergy Corporation
-0.71%
-$10,905.16 
HSY The Hershey Company
-0.7%
-$2,434.52 
ACRNX Columbia Acorn Fund Institutional Class
-0.69%
-$2,141.7 
DE Deere & Company
-0.68%
-$1,996 
VDADX Vanguard Dividend Appreciation Index Fund Admiral Shares
-0.68%
-$1,577.84 
DTE DTE Energy Company
-0.68%
-$3,631.32 
XLV Health Care Select Sector SPDR Fund
-0.68%
-$6,657.12 
MCR MFS Charter Income Trust
-0.67%
-$869.16 
GD General Dynamics Corporation
-0.66%
-$1,963.34 
PINS Pinterest, Inc. Class A
-0.66%
-$1,747.95 
WPC W. P. Carey Inc.
-0.65%
-$2,817.99 
PIM Putnam Master Intermediate Income Trust
-0.63%
-$933.18 
PSTL Postal Realty Trust, Inc.
-0.63%
-$4,728 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$31,634.6 
GOOGL Alphabet Inc
-0.62%
-$55,646.42 
FE FirstEnergy Corp.
-0.61%
-$4,779 
PM Philip Morris International Inc.
-0.61%
-$2,152.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.61%
-$1,475.37 
PCG PG&E Corporation
-0.6%
-$2,922.68 
PEG Public Service Enterprise Group Incorporated
-0.59%
-$1,153.68 
MSFT Microsoft Corp.
-0.59%
-$56,393.66 
PRIVX The Private Shares Fund Class A
-0.59%
-$5,135.03 
GOOG Alphabet Inc
-0.58%
-$114,274.68 
DUK Duke Energy Corporation
-0.58%
-$10,609.82 
SIDRX Hartford Schroders International Multi-Cap Value Fund Class SDR
-0.58%
-$1,640.52 
XLC Communication Services Select Sector SPDR Fund
-0.56%
-$2,137.74 
AAPL Apple Inc.
-0.54%
-$152,262.48 
AWPYX AB Sustainable International Thematic Fund Advisor Class
-0.53%
-$3,737.64 
GS-PD The Goldman Sachs Group, Inc.
-0.52%
-$3,129.4 
RIVN Rivian Automotive, Inc.
-0.52%
-$2,250 
TLT iShares 20+ Year Treasury Bond ETF
-0.51%
-$47,858.57 
PPL PPL Corporation
-0.51%
-$8,848.26 
NEE NextEra Energy, Inc.
-0.5%
-$22,945.56 
MCK McKesson Corporation
-0.5%
-$1,326.65 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.49%
-$1,593.06 
MAR Marriott International Inc. - Class A
-0.48%
-$3,748.78 
LNG Cheniere Energy Inc.
-0.48%
-$1,082.04 
COKE Coca-Cola Consolidated Inc.
-0.48%
-$3,449.55 
XLU Utilities Select Sector SPDR Fund
-0.48%
-$85,512.81 
PLTR Palantir Technologies Inc.
-0.47%
-$3,449.01 
SLMCX Columbia Seligman Technology and Information Fund Class A
-0.47%
-$1,638.38 
BFST Business First Bancshares, Inc.
-0.46%
-$3,868.34 
POR Portland General Electric Company
-0.45%
-$6,529.17 
IYH iShares U.S. Healthcare ETF
-0.45%
-$13,723.8 
AMGN Amgen Inc.
-0.45%
-$4,973.43 
CTMX CytomX Therapeutics Inc.
-0.43%
-$355.45 
COWZ Pacer US Cash Cows 100 ETF
-0.42%
-$33,741.63 
UBER Uber Technologies, Inc.
-0.42%
-$1,012.2 
DIS The Walt Disney Company
-0.41%
-$1,142 
NOW ServiceNow, Inc.
-0.4%
-$1,018.5 
FPE First Trust Preferred Securities and Income ETF
-0.39%
-$10,608.78 
OAYLX Oakmark Select Fund Advisor Class
-0.38%
-$1,052.28 
HSGFX Strategic Market Cycle Fund
-0.38%
-$469 
DGRO iShares Core Dividend Growth ETF
-0.38%
-$1,387.07 
JNJ Johnson & Johnson
-0.37%
-$9,658.95 
EQR Equity Residential
-0.36%
-$1,250 
XLF Financial Select Sector SPDR Fund
-0.36%
-$11,178.26 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.34%
-$958.14 
CMCSA Comcast Corp
-0.34%
-$1,019.68 
FTAI FTAI Aviation Ltd.
-0.34%
-$1,439.83 
ANWPX American Funds New Perspective Fund Class A
-0.31%
-$1,609.31 
FWMIX American Funds Washington Mutual Investors Fund Class F-3
-0.31%
-$878.43 
ED Consolidated Edison, Inc.
-0.31%
-$5,955.05 
EMR Emerson Electric Co.
-0.3%
-$722.42 
SWCRX Schwab Target 2020 Fund
-0.3%
-$494.36 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$3,775.47 
GSIMX Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares
-0.29%
-$3,167.34 
CAOS Alpha Architect Tail Risk ETF
-0.29%
-$1,023.36 
FPACX FPA Crescent Fund Institutional Shares
-0.28%
-$4,461.21 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.28%
-$6,072.48 
CTVA Corteva Inc.
-0.28%
-$598.08 
SWDRX Schwab Target 2030 Fund
-0.28%
-$546.5 
BRTR iShares Total Return Act ETF
-0.27%
-$11,841.12 
EVN Eaton Vance Municipal Income Trust
-0.27%
-$445.83 
FCNTX Fidelity Contrafund
-0.27%
-$994.77 
IWD iShares Russell 1000 Value ETF
-0.27%
-$4,358.64 
VIG Vanguard Dividend Appreciation ETF
-0.27%
-$3,937.5 
SWHRX Schwab Target 2025 Fund
-0.26%
-$631.88 
VTSAX Vanguard Total Stock Market Index Fund Admiral Shares
-0.26%
-$3,163.49 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$43,684.92 
IVE ISHARES S&P 500 VALUE ETF
-0.25%
-$799.24 
EMQQ EMQQ The Emerging Markets Internet & Ecommerce ETF
-0.24%
-$1,034.99 
NRXP NRx Pharmaceuticals, Inc.
-0.24%
-$159 
BRGKX iShares Russell 1000 Large-Cap Index Fund Class K
-0.24%
-$573.43 
OANMX Oakmark Fund Institutional Class
-0.24%
-$735.03 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$2,271.02 
IIPR Innovative Industrial Properties Inc.
-0.23%
-$1,463.4 
BAC Bank of America Corporation
-0.23%
-$3,385.62 
DBLTX DoubleLine Total Return Bond Fund Class I
-0.23%
-$253.76 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.23%
-$988.11 
VCRB Vanguard Core Bond ETF
-0.23%
-$8,492.92 
FID First Trust S&P International Dividend ETF
-0.23%
-$4,145.1 
SWTSX Schwab Total Stock Market Index Fund
-0.22%
-$820.8 
JLVIX John Hancock Fundamental Large Cap Core Fund Class I
-0.22%
-$2,293.12 
PKW Invesco BuyBack Achievers ETF
-0.22%
-$1,358.75 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$731.82 
CNP CenterPoint Energy Inc.
-0.21%
-$639.45 
PFGGX PFG American Funds Growth Strategy Fund Class I
-0.21%
-$544.35 
NSTLX Neuberger Berman Strategic Income Fund Institutional Class
-0.2%
-$1,880.1 
BLK BlackRock, Inc.
-0.19%
-$958.16 
VFIAX Vanguard 500 Index Fund Admiral Shares
-0.19%
-$2,440.53 
SCHD Schwab U.S. Dividend Equity ETF
-0.18%
-$3,416.1 
UTSL Direxion Daily Utilities Bull 3X Shares
-0.18%
-$3,432.8 
BNDW Vanguard Total World Bond ETF
-0.18%
-$804.48 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$872 
NUV Nuveen Municipal Value Fund, Inc.
-0.16%
-$299.08 
TIP iShares TIPS Bond ETF
-0.16%
-$38,772.92 
SWPPX Schwab S&P 500 Index Fund
-0.16%
-$4,885.29 
TCPC BlackRock TCP Capital Corp.
-0.16%
-$452.61 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.15%
-$458.64 
PANW Palo Alto Networks, Inc.
-0.15%
-$1,193.03 
HE Hawaiian Electric Industries Inc.
-0.15%
-$1,500.62 
MUB iShares National Muni Bond ETF
-0.15%
-$4,886.56 
PPT Putnam Premier Income Trust
-0.15%
-$132.63 
IOFIX AlphaCentric Income Opportunities Fund Class I
-0.14%
-$4,621.3 
NFLX Netflix, Inc.
-0.13%
-$1,737.9 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.13%
-$19,721.7 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.13%
-$4,151.64 
ROK Rockwell Automation, Inc.
-0.13%
-$558 
ITHAX Hartford Capital Appreciation Fund Class A
-0.13%
-$304.74 
ABALX American Funds American Balanced Fund Class A
-0.12%
-$1,075.85 
GIOIX Guggenheim Macro Opportunities Fund Institutional Class
-0.12%
-$802.29 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.12%
-$503.15 
SMTH ALPS Smith Core Plus Bond ETF
-0.12%
-$8,953.23 
D Dominion Energy, Inc.
-0.11%
-$3,128 
MMT MFS Multimarket Income Trust
-0.11%
-$118.86 
TFC-PR Truist Financial Corporation
-0.11%
-$419.42 
SOJD Southern Company 4.95% Preferred Stock
-0.1%
-$306.22 
ABIMX AB Impact Municipal Income Fund
-0.1%
-$399.96 
MTBA Simplify MBS ETF
-0.1%
-$10,594.45 
WHOSX Wasatch-Hoisington U.S. Treasury Fund
-0.1%
-$3,765.88 
LAMR Lamar Advertising Company
-0.1%
-$1,433.44 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$1,801.4 
AGTHX American Funds The Growth Fund of America Class A
-0.09%
-$456.32 
GAFFX American Funds Growth Fund of America® Class F-3
-0.09%
-$459.12 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$2,035.04 
IBM International Business Machines Corporation
-0.08%
-$466.65 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$676.2 
JFR Nuveen Floating Rate Income Fund
-0.07%
-$3,231.96 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$768.91 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$403.15 
RFXIX Rational Special Situations Income Fund Institutional Shares
-0.06%
-$153.93 
FCT First Trust Senior Floating Rate Income Fund II
-0.05%
-$107.25 
SAR Saratoga Investment Corp.
-0.05%
-$528.46 
BUXX Strive Enhanced Income Short Duration Fund
-0.05%
-$457.1 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$297.45 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$1,427.94 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$323.57 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$4,249.77 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.03%
-$3,336.84 
FPF First Trust Intermediate Duration Preferred & Income Fund
-0.03%
-$177.32 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$373.11 
MET-PF MetLife, Inc.
-0.03%
-$62.5 
IYF iShares U.S. Financials ETF
-0.02%
-$1,060.86 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$63.24 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
-0.02%
-$209.22 
JPM JPMorgan Chase & Co.
-0.01%
-$1,267.45 
ABBV AbbVie Inc.
-0.01%
-$331.02 
VIGAX Vanguard Growth Index Fund Admiral Shares
-0.01%
-$26.76 
RSPG Invesco S&P 500 Equal Weight Energy ETF
-0.01%
-$95.47 
VTV Vanguard Value ETF
-0.01%
-$79.96 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3709 | Longs Won 2269/3709 61% | Profit Factor 7.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $494,125.03 |
| Average Win $161,122.11 | Best Trade (Jul 22) $11.77M | Sharpe Ratio -10.18 |
| Average Loss -$33,669.23 | Worst Trade (Jul 24) -$2.32M | Z-Score 3.24 (99.88%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $85,496.12 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 Daniel Guy?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $4.23M, iShares MSCI EAFE ETF - $4.18M, iShares Russell 1000 Growth ETF - $3.78M, SPDR Gold Shares - $3.53M, and Apple Inc - $3.31M. 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: iShares Bitcoin Trust - $2.12M, AGF U.S. Market Neutral Anti-Beta Fund - $1.86M, iMGP DBi Managed Futures Strategy ETF - $891,307.54, Invesco NASDAQ 100 ETF - $650,523.07, and Albemarle Corporation - $631,561.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Guy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $57M earned over time. The largest contributors to dividend income include iShares TIPS Bond ETF - $1.88M, Vanguard Total World Stock ETF - $1.42M, iShares 0-5 Year TIPS Bond ETF - $1.25M, iShares MSCI EAFE ETF - $1.19M, and Energy Select Sector SPDR Fund - $1.15M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Guy's monthly returns?
Daniel Guy'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 Daniel Guy's strategy be considered aggressive or moderate?
Daniel Guy'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 Daniel Guy's strategy?
Daniel Guy's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
