Jay Richards Portfolio
Invests via Investment Advisory Group LLC | Managed by Jay Richards, George McCall
Invests via Investment Advisory Group LLC
Managed by Jay Richards, George McCall
Automatically Tracked
Jay Richards Profile
With a robust background in technology-driven businesses, Jay Richards has established himself as a pivotal figure in the entrepreneurial landscape. Known for his role as an innovative founder, he has been instrumental in launching ventures that harness emerging technologies to meet market demands. His experience spans across multiple sectors, allowing him to adeptly navigate challenges and leverage opportunities within rapidly evolving environments. By fostering collaboration among teams and stakeholders, he drives impactful initiatives that enhance growth trajectories. This blend of visionary thinking and operational expertise positions him as a significant contributor to contemporary business dynamics.
With a robust background in technology-driven businesses, Jay Richards has established himself as a pivotal figure in the entrepreneurial landscape. Known for his role as an innovative founder, he has been instrumental in launching ventures that harness emerging technologies to meet market demands. His experience spans across multiple sectors, allowing him to adeptly navigate challenges and leverage opportunities within rapidly evolving environments. By fostering collaboration among teams and stakeholders, he drives impactful initiatives that enhance growth trajectories. This blend of visionary thinking and operational expertise positions him as a significant contributor to contemporary business dynamics.
Investment Philosophy & Strategy
In the realm of entrepreneurial ventures, technology serves as both a catalyst and an arena for innovation. Jay Richards exemplifies this by leveraging his extensive experience to identify and capitalize on emerging trends within diverse markets. His ability to foster collaboration among multi-disciplinary teams enhances operational efficiency, enabling businesses to rapidly adapt and grow in competitive landscapes. By maintaining a focus on scalable solutions, he effectively aligns resources with strategic opportunities, driving initiatives that promise substantial market impact. This forward-thinking mindset not only fuels growth but also positions his endeavors at the forefront of industry evolution.
In the realm of entrepreneurial ventures, technology serves as both a catalyst and an arena for innovation. Jay Richards exemplifies this by leveraging his extensive experience to identify and capitalize on emerging trends within diverse markets. His ability to foster collaboration among multi-disciplinary teams enhances operational efficiency, enabling businesses to rapidly adapt and grow in competitive landscapes. By maintaining a focus on scalable solutions, he effectively aligns resources with strategic opportunities, driving initiatives that promise substantial market impact. This forward-thinking mindset not only fuels growth but also positions his endeavors at the forefront of industry evolution.
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:
95.72%
Gain -1.24%
Monthly
1.08%
Yearly
13.81%
Drawdown
23.46%
$467.8M
Equity
Holdings
$467.8M
Investment
$347.19M
$120.88M
Profit -$2.83M
Realized
$267,632.07
Unrealized
$120.61M
Dividends
$22.65M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$2.83M
Win %
77%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$4.08M
Win %
77%
This Month
Compared to last month
Gain
-0.51%
Profit
-$2.42M
Win %
77%
This Year
Compared to last year
Gain
1.59%
Profit
$7.33M
Win %
78%
CVS CVS Health Corporation
+6.3%
+$12,712.5 
XLE Energy Select Sector SPDR Fund
+3.91%
+$10,424.96 
AMD Advanced Micro Devices, Inc.
+2.21%
+$18,517.48 
WM Waste Management, Inc.
+2.1%
+$7,778.5 
ETN Eaton Corporation plc
+1.76%
+$4,197.48 
AVGO Broadcom Inc.
+1.54%
+$6,980.96 
KLAC KLA Corporation
+1.26%
+$3,145.22 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$4,998.03 
CVX Chevron Corporation
+1.12%
+$4,223.89 
META Meta Platforms Inc Class A
+0.9%
+$17,648.93 
COST Costco Wholesale Corporation
+0.62%
+$3,457.39 
TIP iShares TIPS Bond ETF
+0.59%
+$1,462.23 
RGEN Repligen Corporation
+0.54%
+$1,463.7 
RWX SPDR Dow Jones International Real Estate ETF
+0.5%
+$1,267.57 
AAPL Apple Inc.
+0.45%
+$45,040.72 
ADI Analog Devices, Inc.
+0.45%
+$1,277.37 
VZ Verizon Communications Inc.
+0.45%
+$2,101.26 
GD General Dynamics Corporation
+0.44%
+$1,088.65 
GOOG Alphabet Inc
+0.43%
+$12,365.9 
V Visa Inc. Class A
+0.28%
+$1,112.99 
HDV iShares Core High Dividend ETF
+0.28%
+$6,895.6 
DFUS Dimensional U.S. Equity Market ETF
+0.26%
+$46,516.58 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.25%
+$595.5 
WELL Welltower Inc.
+0.22%
+$2,361.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.2%
+$27,088.26 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.17%
+$48,643.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$3,863.08 
MA Mastercard Incorporated
+0.11%
+$419.74 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$2,378.04 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$32,219.59 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.1%
+$533.8 
DFLV Dimensional US Large Cap Value ETF
+0.06%
+$270.82 
SDY SPDR S&P Dividend ETF
+0.06%
+$385.74 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$775.53 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.02%
+$838.09 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$635.04 
AMAT Applied Materials, Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
EOSE Eos Energy Enterprises Inc.
0%
$0 
ES Eversource Energy
0%
$0 
HD The Home Depot, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MMM 3M Company
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
STT State Street Corp
0%
$0 
T AT&T Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
WFC Wells Fargo & Company
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EWX SPDR S&P Emerging Markets Small Cap ETF
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FLV American Century Focused Large Cap Value ETF
0%
-$0.58 
GLD SPDR Gold Shares
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWB iShares Russell 1000 ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
FELV Fidelity Enhanced Large Cap Value ETF
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
VTP Vanguard Total Inflation-Protected Securities ETF
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
SLV iShares Silver Trust
-6.62%
-$29,509.34 
TPL Texas Pacific Land Corporation
-6.28%
-$73,226.21 
IAU iShares Gold Trust
-4.61%
-$20,475.52 
FBCG Fidelity Blue Chip Growth Fund
-4.6%
-$39,170.88 
PWB Invesco Large Cap Growth ETF
-4.57%
-$16,882 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$120,545.94 
AMGN Amgen Inc.
-4.37%
-$37,668.15 
VOOG Vanguard S&P 500 Growth ETF
-4.23%
-$60,304.82 
IUSG iShares Core S&P U.S. Growth ETF
-4.2%
-$10,837.79 
MTUM iShares MSCI USA Momentum Factor ETF
-3.35%
-$28,977.74 
ESGV Vanguard ESG U.S. Stock ETF
-3.1%
-$8,904.14 
VTHR Vanguard Russell 3000 ETF
-3.06%
-$73,602.83 
CGDV Capital Group Dividend Value ETF
-3.03%
-$130,530.15 
DFSU Dimensional US Sustainability Core 1 ETF
-2.98%
-$28,996.64 
DFAU Dimensional US Core Equity Market ETF
-2.8%
-$30,550.96 
DCOR Dimensional US Core Equity 1 ETF
-2.7%
-$139,735.8 
MU Micron Technology, Inc.
-2.6%
-$30,368.8 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-2.59%
-$169,685.98 
LIN Linde plc
-2.58%
-$10,478.08 
AVUS Avantis U.S. Equity ETF
-2.46%
-$8,130.53 
FTNT Fortinet Inc.
-2.45%
-$20,711.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$39,795.19 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$402,596.56 
IWR iShares Russell Mid-Cap ETF
-2.33%
-$17,800.28 
IXUS iShares Core International Stock ETF
-2.21%
-$21,532.68 
SCHF Schwab International Equity ETF
-2.17%
-$56,411.06 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$139,049.69 
UNH UnitedHealth Group Incorporated
-2.13%
-$4,372.44 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-2.11%
-$9,666.55 
DFSI Dimensional International Sustainability Core 1 ETF
-2.07%
-$11,905.78 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-2%
-$5,834.9 
IJS iShares S&P Small-Cap 600 Value ETF
-2%
-$4,257.47 
QINT American Century Quality Diversified International ETF
-1.98%
-$4,719 
VTV Vanguard Value ETF
-1.8%
-$168,044.22 
DFIC Dimensional International Core Equity Market ETF
-1.78%
-$38,421.27 
DFUV Dimensional US Marketwide Value ETF
-1.77%
-$98,096 
GE General Electric Company
-1.75%
-$7,143.57 
GEV GE Vernova Inc.
-1.74%
-$3,602.64 
IWN iShares Russell 2000 Value ETF
-1.71%
-$7,637.74 
DFAI Dimensional International Core Equity Market ETF
-1.7%
-$11,745 
IWD iShares Russell 1000 Value ETF
-1.68%
-$24,019.57 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-1.67%
-$16,035.84 
VALQ American Century U.S. Quality Value ETF
-1.66%
-$4,284.72 
IJJ iShares S&P Mid-Cap 400 Value ETF
-1.62%
-$3,370.41 
BELFB Bel Fuse Inc.
-1.57%
-$4,610.01 
IUSV iShares Core S&P U.S. Value ETF
-1.53%
-$7,957.25 
AVLV Avantis U.S. Large Cap Value ETF
-1.52%
-$97,159.24 
AOM iShares Core 40/60 Moderate Allocation ETF
-1.5%
-$121,104.43 
NEE NextEra Energy, Inc.
-1.5%
-$2,943.78 
NBBK NB Bancorp Inc.
-1.43%
-$6,600 
IBM International Business Machines Corporation
-1.35%
-$8,681.4 
GOOGL Alphabet Inc
-1.29%
-$32,610.17 
INTC Intel Corporation
-1.24%
-$7,488.74 
CRWD CrowdStrike Holdings, Inc.
-1.18%
-$3,220.88 
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$5,100.22 
JNJ Johnson & Johnson
-1.03%
-$11,467.3 
ABBV AbbVie Inc.
-0.97%
-$11,856 
PANW Palo Alto Networks, Inc.
-0.87%
-$2,570.87 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$2,313.18 
KORP American Century Diversified Corporate Bond ETF
-0.79%
-$1,898 
ALL Allstate Corporation
-0.77%
-$1,944.74 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$2,068.3 
DFCF Dimensional Core Fixed Income ETF
-0.72%
-$8,165.7 
IYR iShares U.S. Real Estate ETF
-0.72%
-$3,157.41 
GILD Gilead Sciences Inc.
-0.68%
-$1,887.28 
AXP American Express Company
-0.65%
-$2,280 
TSLA Tesla, Inc.
-0.63%
-$11,170.54 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$36,850.1 
SDSI American Century Short Duration Strategic Income ETF
-0.58%
-$8,627.56 
O Realty Income Corporation
-0.54%
-$7,470.14 
JFR Nuveen Floating Rate Income Fund
-0.52%
-$719.36 
VO Vanguard Mid-Cap ETF
-0.51%
-$8,842.26 
JPM JPMorgan Chase & Co.
-0.48%
-$7,222.28 
IHY VanEck International High Yield Bond ETF
-0.46%
-$1,342.2 
TAXF American Century Diversified Municipal Bond ETF
-0.44%
-$990 
IYF iShares U.S. Financials ETF
-0.44%
-$1,690.2 
DFIV Dimensional International Value ETF
-0.43%
-$12,493.5 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.42%
-$2,017.04 
IEF iShares 7-10 Year Treasury Bond ETF
-0.39%
-$1,106.28 
AVSF Avantis Short-Term Fixed Income ETF
-0.34%
-$1,408 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.34%
-$698.4 
WMT Walmart Inc.
-0.33%
-$2,357.27 
XLF Financial Select Sector SPDR Fund
-0.33%
-$3,065.65 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$22,063.5 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$7,843.92 
DFNM Dimensional National Municipal Bond ETF
-0.31%
-$1,022.25 
KO The Coca-Cola Company
-0.31%
-$902.07 
VBK Vanguard Small-Cap Growth ETF
-0.29%
-$721.75 
IGEB iShares Investment Grade Corporate Bond ETF
-0.29%
-$993.72 
PLD Prologis Inc.
-0.29%
-$3,012.2 
DVY iShares Select Dividend ETF
-0.28%
-$5,731.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$1,663.13 
IYW iShares U.S. Technology ETF
-0.27%
-$5,998.96 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,111.98 
CMF iShares California Muni Bond ETF
-0.27%
-$1,526.25 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$7,783.56 
VPLS Vanguard Core-Plus Bond ETF
-0.26%
-$11,747.39 
ABT Abbott Laboratories
-0.24%
-$709 
XLP Consumer Staples Select Sector SPDR Fund
-0.23%
-$1,634.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$4,960.33 
PSA Public Storage Common Stock
-0.21%
-$641.01 
AOK iShares Core Conservative Allocation ETF
-0.19%
-$12,671.84 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$4,046.68 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$1,836.67 
SPY SPDR S&P 500 ETF Trust
-0.16%
-$3,876.9 
IVV iShares Core S&P 500 ETF
-0.16%
-$32,707.89 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$1,655.04 
MUB iShares National Muni Bond ETF
-0.15%
-$768.32 
AMZN Amazon.com Inc
-0.14%
-$9,478.32 
PM Philip Morris International Inc.
-0.14%
-$333.89 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.14%
-$11,412.6 
BSV Vanguard Short-Term Bond ETF
-0.14%
-$528.88 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.12%
-$4,710.58 
FELC Fidelity Enhanced Large Cap Core ETF
-0.11%
-$353.35 
NVDA NVIDIA Corporation
-0.1%
-$3,568.45 
FBND Fidelity Total Bond ETF
-0.09%
-$4,412.47 
VUG Vanguard Growth ETF
-0.08%
-$27,633.9 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.06%
-$126.24 
DFAW Dimensional World Equity ETF
-0.06%
-$208.75 
NEAR iShares Short Maturity Bond ETF
-0.06%
-$547.59 
WAT Waters Corporation
-0.05%
-$348.51 
MBB iShares MBS ETF
-0.05%
-$118.44 
MDY SPDR S&P MidCap 400 ETF Trust
-0.04%
-$1,054.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.04%
-$87.75 
SUB iShares Short-Term National Muni Bond ETF
-0.04%
-$138.56 
PFF iShares Preferred and Income Securities ETF
-0.03%
-$293.17 Events
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Dividends
Dividend Analysis
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| Trades 2473 | Longs Won 1669/2473 67% | Profit Factor 14.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $266,687.93 |
| Average Win $77,698.92 | Best Trade (Aug 14) $6.62M | Sharpe Ratio -11.56 |
| Average Loss -$10,945.29 | Worst Trade (Sep 14) -$444,516.6 | Z-Score 18.44 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 2d | Expectancy $48,879.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 31,944 | $5.93M | $9.98M | - | $4.05M | 68.4% | +0.453% |
| ABBV AbbVie Inc. | 4,940 | $748,382.37 | $1.2M | - | $455,989.63 | 60.93% | -0.975% |
| ABT Abbott Laboratories | 2,836 | $352,327.05 | $299,084.56 | - | -$53,242.49 | -15.11% | -0.236% |
| ADI Analog Devices, Inc. | 747 | $239,863.42 | $283,411.8 | - | $43,548.38 | 18.16% | +0.453% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,355 | $1.01M | $914,077.05 | - | -$94,876.03 | -9.4% | 0.0 |
| ALL Allstate Corporation | 958 | $227,946.52 | $251,532.48 | - | $23,585.96 | 10.35% | -0.767% |
| AMAT Applied Materials, Inc. | 409 | $295,707 | $218,504.16 | - | -$77,202.84 | -26.11% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 1,742 | $204,620.18 | $858,248.56 | - | $653,628.38 | 319.43% | +2.205% |
| AMGN Amgen Inc. | 2,115 | $489,339.58 | $824,892.28 | - | $335,552.7 | 68.57% | -4.367% |
| AMZN Amazon.com Inc | 24,304 | $3.74M | $6.62M | - | $2.88M | 77.03% | -0.143% |
| AOK iShares Core Conservative Allocation ETF | 158,398 | $6.33M | $6.54M | - | $205,645.58 | 3.25% | -0.193% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 161,473 | $7.31M | $7.93M | - | $617,097.97 | 8.44% | -1.505% |
| AVGO Broadcom Inc. | 1,084 | $382,347.58 | $460,396.48 | - | $78,048.9 | 20.41% | +1.54% |
| AVLV Avantis U.S. Large Cap Value ETF | 68,422 | $5.09M | $6.31M | - | $1.21M | 23.86% | -1.517% |
| AVSF Avantis Short-Term Fixed Income ETF | 8,800 | $414,356 | $408,056 | - | -$6,300 | -1.52% | -0.344% |
| AVUS Avantis U.S. Equity ETF | 2,525 | $281,067.5 | $322,190 | - | $41,122.5 | 14.63% | -2.461% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,332 | $334,142.24 | $428,961.71 | - | $94,819.47 | 28.38% | +1.179% |
| AXP American Express Company | 1,000 | $319,910.5 | $346,709.99 | - | $26,799.49 | 8.38% | -0.653% |
| BAC Bank of America Corporation | 9,773 | $383,639.28 | $618,142.25 | - | $234,502.97 | 61.13% | 0.0 |
| BELFB Bel Fuse Inc. | 1,000 | $333,040.01 | $289,400 | - | -$43,640.01 | -13.1% | -1.568% |
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FAQ
Which stocks have generated the highest profits for Jay Richards?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $2.13M, iShares Core S&P Small-Cap ETF - $787,353.69, Vanguard International High Dividend Yield Index Fund - $776,087.19, Dimensional U.S. Core Equity 2 ETF - $771,963.93, and Vanguard Value ETF - $751,832.92. 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: Pfizer Inc - $145,342.42, Fidelity MSCI Consumer Discretionary Index ETF - $122,587.41, iShares Systematic Bond ETF - $119,075.82, The Walt Disney Company - $115,359.85, and Hingham Institution for Savings - $107,564.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jay Richards's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.65M earned over time. The largest contributors to dividend income include Vanguard High Dividend Yield ETF - $2.14M, Dimensional U.S. Core Equity 2 ETF - $860,899.6, iShares Core Conservative Allocation ETF - $771,863.57, iShares Core S&P Small-Cap ETF - $742,375.12, and Vanguard International High Dividend Yield Index Fund - $736,748. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jay Richards's monthly returns?
Jay Richards'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 Jay Richards's strategy be considered aggressive or moderate?
Jay Richards'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 Jay Richards's strategy?
Jay Richards'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.
