Bradley J. Lineberger Portfolio
Invests via Seaside Wealth Management Inc. | Managed by Bradley J. Lineberger
Invests via Seaside Wealth Management Inc.
Managed by Bradley J. Lineberger
Automatically Tracked
Bradley J. Lineberger Profile
With a rich background in strategic leadership and operational management, Bradley J. Lineberger has made significant strides in enhancing business performance across various sectors. He is known for his deep involvement in technology commercialization and growth-stage initiatives, fostering innovation that drives competitive differentiation. His career highlights include advisory roles where he leveraged insights to navigate complex market landscapes effectively. As an advocate for entrepreneurial excellence, he has shaped organizational development by blending industry expertise with visionary execution. Lineberger's influence extends to nurturing emerging enterprises through capital infusions that pave the way for future successes.
With a rich background in strategic leadership and operational management, Bradley J. Lineberger has made significant strides in enhancing business performance across various sectors. He is known for his deep involvement in technology commercialization and growth-stage initiatives, fostering innovation that drives competitive differentiation. His career highlights include advisory roles where he leveraged insights to navigate complex market landscapes effectively. As an advocate for entrepreneurial excellence, he has shaped organizational development by blending industry expertise with visionary execution. Lineberger's influence extends to nurturing emerging enterprises through capital infusions that pave the way for future successes.
Investment Philosophy & Strategy
Capitalizing on his extensive expertise in strategic leadership, Bradley J. Lineberger demonstrates a distinct approach to investing that prioritizes growth and innovation within emerging markets. His commitment to fostering entrepreneurial ventures reveals a keen understanding of market dynamics, driving him to identify opportunities with transformative potential. By aligning investment strategies with technological advancements, he seeks out disruptive business models that promise significant returns. This focus not only enhances competitive positioning but also cultivates sustainable development for nascent enterprises, illustrating a blend of risk management and visionary execution in his investments.
Capitalizing on his extensive expertise in strategic leadership, Bradley J. Lineberger demonstrates a distinct approach to investing that prioritizes growth and innovation within emerging markets. His commitment to fostering entrepreneurial ventures reveals a keen understanding of market dynamics, driving him to identify opportunities with transformative potential. By aligning investment strategies with technological advancements, he seeks out disruptive business models that promise significant returns. This focus not only enhances competitive positioning but also cultivates sustainable development for nascent enterprises, illustrating a blend of risk management and visionary execution in his investments.
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:
94.83%
Gain +2.17%
Monthly
1.66%
Yearly
21.91%
Drawdown
21.74%
$410.45M
Equity
Holdings
$410.45M
Investment
$271.53M
$143.17M
Profit +$4.16M
Realized
$4.26M
Unrealized
$138.91M
Dividends
$22.24M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.17%
Profit
$4.16M
Win %
84%
This Week
Compared To Last Week
Gain
2.07%
Profit
$8.34M
Win %
84%
This Month
Compared to last month
Gain
2.07%
Profit
$8.34M
Win %
84%
This Year
Compared to last year
Gain
1.46%
Profit
$5.93M
Win %
85%
LLY Eli Lilly and Company
+4.86%
+$38,521.94 
MCK McKesson Corporation
+2.25%
+$7,165.93 
HD The Home Depot, Inc.
+1.06%
+$2,162.35 
GE General Electric Company
+1.02%
+$2,096.64 
CL Colgate-Palmolive Company
+0.81%
+$2,785.5 
AVDE Avantis International Equity ETF
+0.69%
+$1,511.04 
AAPL Apple Inc.
+0.52%
+$11,390.29 
USRT iShares Core U.S. REIT ETF
+0.44%
+$2,024.4 
DFGR Dimensional Global Real Estate ETF
+0.27%
+$1,738.56 
REET iShares Global REIT ETF
+0.25%
+$1,384.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$321,002.48 
VOO Vanguard S&P 500 ETF
+0.08%
+$353.37 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$1,272 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.06%
+$135.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$475.52 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$5,870.61 
AVRE Avantis Real Estate ETF
+0.02%
+$2,891.83 
AMZN Amazon.com Inc
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CMDY iShares Bloomberg Roll Select Commodity Strategy ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CVX Chevron Corporation
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
KO The Coca-Cola Company
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WMT Walmart Inc.
0%
$0 
VGT Vanguard Information Technology ETF
-5.83%
-$23,149 
GOOGL Alphabet Inc
-4.03%
-$20,577.43 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.78%
-$1.42M 
GWX SPDR S&P International Small Cap ETF
-3.69%
-$19,436.99 
AVSC Avantis U.S. Small Cap Equity ETF
-3.52%
-$8,873.04 
IJR iShares Core S&P Small-Cap ETF
-3.29%
-$25,690.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-3.24%
-$52,662.76 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$15,534.96 
SCHB Schwab U.S. Broad Market ETF
-3.19%
-$226,810.6 
SLYV SPDR S&P 600 Small Cap Value ETF
-3.07%
-$20,868.12 
SCHC Schwab International Small-Cap Equity ETF
-2.89%
-$10,929.6 
AVUS Avantis U.S. Equity ETF
-2.84%
-$12,316.46 
DFSV Dimensional US Small Cap Value ETF
-2.41%
-$904,012.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$1.45M 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$28,948.38 
AVDV Avantis International Small Cap Value ETF
-2.09%
-$11,674.05 
SCHF Schwab International Equity ETF
-2.04%
-$78,706.74 
DFUV Dimensional US Marketwide Value ETF
-1.96%
-$23,499.81 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$19,451.25 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$37,061.81 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$23,112.52 
DISV Dimensional International Small Cap Equity Fund
-1.47%
-$234,549 
MSFT Microsoft Corp.
-1.09%
-$14,610.85 
ADP Automatic Data Processing Inc.
-0.99%
-$3,674.28 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$10,668.56 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$1,873.3 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$12,165.16 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.32%
-$39,853.32 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.32%
-$752.25 
DFIV Dimensional International Value ETF
-0.31%
-$1,205.46 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$765.8 
DFNM Dimensional National Municipal Bond ETF
-0.21%
-$739.6 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,854.18 
IVV iShares Core S&P 500 ETF
-0.18%
-$1,437.13 
DFCA Dimensional California Municipal Bond ETF
-0.16%
-$501.1 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$19,119.44 
MUB iShares National Muni Bond ETF
-0.11%
-$6,465 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 800 | Longs Won 665/800 83% | Profit Factor 110.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $217,265.16 | Best Trade (Aug 06) $41.56M | Sharpe Ratio -12.52 |
| Average Loss -$9,685.61 | Worst Trade (Jun 30) -$179,328.75 | Z-Score 31.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 3d | Expectancy $178,967.22 |
| 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% | 0.33% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Bradley J. Lineberger?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $4.93M, VANGUARD FTSE DEVELOPED MARKETS ETF - $4.58M, Dimensional Emerging Markets Core Equity 2 ETF - $1.88M, Vanguard Intermediate-Term Corporate Bond Fund - $1.5M, and Vanguard Short-Term Corporate Bond ETF - $1.41M. 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 Dow Jones Global Real Estate ETF - $28,649.17, Strive U.S. Energy ETF - $27,968.91, iShares MSCI EAFE Value ETF - $24,812.65, iShares MSCI EAFE Growth ETF - $24,130.99, and iShares MSCI USA Value Factor ETF - $17,347.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bradley J. Lineberger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.24M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $4.58M, VANGUARD TOTAL STOCK MKT ETF - $4.54M, Dimensional Emerging Markets Core Equity 2 ETF - $1.76M, Vanguard Intermediate-Term Corporate Bond Fund - $1.5M, and Vanguard Short-Term Corporate Bond ETF - $1.38M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bradley J. Lineberger's monthly returns?
Bradley J. Lineberger'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 Bradley J. Lineberger's strategy be considered aggressive or moderate?
Bradley J. Lineberger's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Bradley J. Lineberger's strategy?
Bradley J. Lineberger's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
