Comprehensive Money Management Services LLC Portfolio
Invests via Comprehensive Money Management Services LLC | Managed by William R. Neubauer
Invests via Comprehensive Money Management Services LLC
Managed by William R. Neubauer
Automatically Tracked
Company Profile
A Chicago-based wealth management and financial advisory firm focused on serving high-net-worth individuals, family offices and institutions, Comprehensive Money Management Services LLC offers discretionary portfolio management, financial planning, retirement solutions and fiduciary services. The firm emphasizes tax-aware investing, diversified multi-asset strategies and customized income solutions for retirees; positioned as a boutique, client-centric manager.
A Chicago-based wealth management and financial advisory firm focused on serving high-net-worth individuals, family offices and institutions, Comprehensive Money Management Services LLC offers discretionary portfolio management, financial planning, retirement solutions and fiduciary services. The firm emphasizes tax-aware investing, diversified multi-asset strategies and customized income solutions for retirees; positioned as a boutique, client-centric manager.
Investment Philosophy & Strategy
Driven by a fiduciary, client-first mindset, the firm pursues tax-aware, liability-sensitive portfolio construction for high-net-worth individuals, family offices and institutions. Portfolios blend diversified multi-asset allocations with selective active management and low-cost passive sleeves, emphasizing income generation, capital preservation and customized retirement cash‑flow solutions. Risk discipline centers on stress-tested allocations, systematic rebalancing and downside controls while fee transparency and tailored reporting reinforce long-horizon stewardship. Sector exposure is pragmatic and tax-efficient, with an operating edge in bespoke wealth planning, fiduciary servicing and coordinated tax-loss harvesting for concentrated or income-focused mandates.
Driven by a fiduciary, client-first mindset, the firm pursues tax-aware, liability-sensitive portfolio construction for high-net-worth individuals, family offices and institutions. Portfolios blend diversified multi-asset allocations with selective active management and low-cost passive sleeves, emphasizing income generation, capital preservation and customized retirement cash‑flow solutions. Risk discipline centers on stress-tested allocations, systematic rebalancing and downside controls while fee transparency and tailored reporting reinforce long-horizon stewardship. Sector exposure is pragmatic and tax-efficient, with an operating edge in bespoke wealth planning, fiduciary servicing and coordinated tax-loss harvesting for concentrated or income-focused mandates.
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:
19.03%
Gain +0.34%
Monthly
0.81%
Yearly
10.21%
Drawdown
10.86%
$155.85M
Equity
Holdings
$155.85M
Investment
$136.23M
$22.79M
Profit +$472,636.6
Realized
$3.17M
Unrealized
$19.62M
Dividends
$7.89M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$472,636.6
Win %
58%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$197,178.9
Win %
58%
This Month
Compared to last month
Gain
0.86%
Profit
$1.33M
Win %
58%
This Year
Compared to last year
Gain
-1.5%
Profit
-$2.38M
Win %
62%
NEM Newmont Corporation
+2.67%
+$47,199.75 
KMI Kinder Morgan, Inc.
+2.58%
+$53,146.28 
JPM JPMorgan Chase & Co.
+2.52%
+$6,852.23 
SBSW Sibanye Stillwater Ltd - ADR
+2.51%
+$4,075.25 
BFC Bank First Corporation
+2.11%
+$6,744.01 
BP BP p.l.c. Sponsored ADR
+2.08%
+$8,544.6 
BHP BHP Group Ltd.
+2.04%
+$10,200.84 
SUZ Suzano S.A. Sponsored ADR
+2.04%
+$8,329.15 
SHEL Shell plc
+1.95%
+$7,791.14 
AM Antero Midstream Corporation
+1.83%
+$5,418.43 
APO Apollo Global Management, Inc.
+1.81%
+$4,242.7 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.73%
+$4,463.64 
MLPX Global X MLP & Energy Infrastructure ETF
+1.68%
+$6,357.6 
WY Weyerhaeuser Company
+1.68%
+$26,140.08 
RING iShares MSCI Global Gold Miners ETF
+1.62%
+$15,186.8 
VAW Vanguard Materials ETF
+1.52%
+$17,477.97 
AGRO Adecoagro S.A.
+1.49%
+$11,074.8 
CRESY Cresud Sociedad Anónima, Comercial, Inmobiliaria, Financiera y Agropecuaria - American Depositary Receipt
+1.49%
+$13,939.66 
RIO Rio Tinto Plc Sponsored ADR
+1.47%
+$6,271.23 
XLB Materials Select Sector SPDR Fund
+1.44%
+$4,858.15 
KR Kroger Co.
+1.36%
+$4,113.4 
XYL Xylem Inc.
+1.33%
+$2,725.5 
KGC Kinross Gold Corporation
+1.32%
+$5,546.2 
VALE Vale S.A.
+1.31%
+$4,807.94 
FLLA Franklin FTSE Latin America ETF
+1.29%
+$8,797.08 
REG Regency Centers Corporation
+1.27%
+$3,651.9 
NEE NextEra Energy, Inc.
+1.23%
+$2,507.45 
O Realty Income Corporation
+1.22%
+$6,336.92 
SBRA Sabra Health Care REIT, Inc.
+1.22%
+$5,142.98 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.2%
+$3,088.4 
PSP Invesco Global Listed Private Equity ETF
+1.19%
+$2,407.31 
MXI iShares Global Materials ETF
+1.17%
+$4,536.44 
GNR SPDR S&P Global Natural Resources ETF
+1.16%
+$8,875.67 
VPU Vanguard Utilities ETF
+1.15%
+$34,380.68 
AAPL Apple Inc.
+1.13%
+$15,309.26 
VDE Vanguard Energy ETF
+1.12%
+$17,031.04 
AEM Agnico Eagle Mines Limited
+1.12%
+$3,194.87 
SCHH Schwab U.S. REIT ETF
+1.12%
+$15,869.75 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.06%
+$3,842.15 
EFV iShares MSCI EAFE Value ETF
+1.05%
+$2,943.37 
SCHD Schwab U.S. Dividend Equity ETF
+1.04%
+$7,326.85 
VTR Ventas Inc.
+1.02%
+$3,575.7 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.01%
+$14,279.77 
USRT iShares Core U.S. REIT ETF
+1%
+$23,819.82 
VNQ Vanguard Real Estate ETF
+0.99%
+$8,881.09 
WPM Wheaton Precious Metals Corp.
+0.98%
+$10,563.8 
FCX Freeport-McMoRan Inc.
+0.97%
+$5,902.42 
GII SPDR S&P Global Infrastructure ETF
+0.97%
+$10,932.62 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.95%
+$2,707.47 
WMB The Williams Companies, Inc.
+0.95%
+$9,211.26 
BBN BlackRock Taxable Municipal Bond Trust
+0.93%
+$2,847.82 
DOC Healthpeak Properties, Inc.
+0.92%
+$2,329.43 
INVH Invitation Homes Inc.
+0.91%
+$1,641.5 
SCHC Schwab International Small-Cap Equity ETF
+0.91%
+$2,905.85 
IGF iShares Global Infrastructure ETF
+0.9%
+$6,399.96 
B BARRICK MINING CORP Common Stock (ABR0)
+0.87%
+$13,403.02 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.86%
+$4,823.74 
EMD Western Asset Emerging Markets Debt Fund Inc.
+0.86%
+$6,642.8 
FLMX Franklin FTSE Mexico ETF
+0.84%
+$2,304 
IFRA iShares U.S. Infrastructure
+0.8%
+$7,517.25 
RYN Rayonier Inc.
+0.79%
+$12,778.05 
IRM Iron Mountain Inc.
+0.78%
+$11,308.88 
NBB Nuveen Taxable Municipal Income Fund
+0.76%
+$1,751.88 
CGW Invesco S&P Global Water Index ETF
+0.75%
+$7,625.92 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.74%
+$1,886.22 
REET iShares Global REIT ETF
+0.73%
+$5,207.14 
CG The Carlyle Group Inc.
+0.73%
+$2,597.67 
PBR Petrobras S.A. Sponsored ADR
+0.73%
+$3,626 
EFA iShares MSCI EAFE ETF
+0.71%
+$2,913.38 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$26,631.86 
WELL Welltower Inc.
+0.68%
+$6,273.6 
VTV Vanguard Value ETF
+0.65%
+$3,008.75 
VOE Vanguard Mid-Cap Value ETF
+0.65%
+$2,537.37 
MAA Mid-America Apartment Communities, Inc.
+0.64%
+$1,924.74 
FLBR Franklin FTSE Brazil ETF
+0.61%
+$2,136.48 
SCHF Schwab International Equity ETF
+0.59%
+$2,271.04 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.59%
+$1,640.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.59%
+$15,624.69 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.57%
+$12,383.77 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.56%
+$6,342.44 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.49%
+$940.5 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.46%
+$3,200.68 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$1,010.1 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.45%
+$2,372.91 
HL Hecla Mining Company
+0.45%
+$1,485.75 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.44%
+$7,680.43 
WOOD iShares Global Timber & Forestry ETF
+0.44%
+$10,839.77 
MLPA Global X MLP ETF
+0.44%
+$1,499.77 
LAND Gladstone Land Corporation
+0.37%
+$1,257.06 
MWA Mueller Water Products Inc.
+0.37%
+$1,907.92 
PAVE Global X U.S. Infrastructure Development ETF
+0.36%
+$5,478.46 
ADM Archer-Daniels-Midland Co
+0.36%
+$774.37 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$1,357.6 
VIS Vanguard Industrials ETF
+0.3%
+$3,269.25 
FIW First Trust Water ETF
+0.28%
+$2,021.23 
NFJ Virtus Dividend, Interest & Premium Strategy Fund
+0.27%
+$918 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.27%
+$1,453.35 
SCHP Schwab U.S. TIPS ETF
+0.27%
+$6,196.24 
PFFV Global X Variable Rate Preferred ETF
+0.26%
+$3,418.41 
IQDF FlexShares International Quality Dividend Index Fund
+0.23%
+$570 
GBDC Golub Capital BDC, Inc.
+0.2%
+$329.75 
IHI iShares U.S. Medical Devices ETF
+0.2%
+$678.92 
EVX VanEck Environmental Services ETF
+0.19%
+$1,651.43 
FLS Flowserve Corporation
+0.18%
+$1,289.34 
MBB iShares MBS ETF
+0.18%
+$552 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.17%
+$7,647.96 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.16%
+$427.87 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.16%
+$2,005.84 
STIP iShares 0-5 Year TIPS Bond ETF
+0.15%
+$1,890.45 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$253.5 
BSV Vanguard Short-Term Bond ETF
+0.11%
+$266.9 
GLD SPDR Gold Shares
+0.11%
+$533 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
+0.1%
+$327.37 
IAU iShares Gold Trust
+0.1%
+$1,445.6 
TAIL Cambria Tail Risk ETF
+0.1%
+$252.36 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.09%
+$463 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.09%
+$839.75 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$645.3 
BN Brookfield Corporation
+0.08%
+$164.37 
SIVR abrdn Physical Silver Shares ETF
+0.07%
+$460.44 
IMTB iShares Core 5-10 Year USD Bond ETF
+0.07%
+$143.55 
IAGG iShares International Aggregate Bond Fund
+0.05%
+$564.32 
SQM Quimica y Minera Chilena S.A. ADR
+0.05%
+$114.15 
IHY VanEck International High Yield Bond ETF
+0.05%
+$780.27 
BEPC Brookfield Renewable Corporation
+0.04%
+$268.55 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$157.8 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.03%
+$225.45 
VRP Invesco Variable Rate Preferred ETF
+0.02%
+$77.31 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$49.8 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$133.87 
BDJ BlackRock Enhanced Equity Dividend Trust
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IHS IHS Holding Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
SIMS SPDR S&P Kensho Intelligent Structures ETF
0%
$0 
SABA Saba Capital Income & Opportunities Fund II
0%
$0 
MSD Morgan Stanley Emerging Markets Debt Fund
0%
$0 
BSL Blackstone Senior Floating Rate Fund
0%
$0 
IHD Voya Emerging Markets High Dividend Equity Fund
0%
$0 
GNOM Global X Genomics & Biotechnology ETF
-3%
-$10,584.66 
XBI SPDR S&P Biotech ETF
-2.76%
-$20,683.44 
CWB SPDR Bloomberg Convertible Securities ETF
-1.58%
-$11,862.45 
KOMP SPDR S&P Kensho New Economies Composite ETF
-1.56%
-$19,934.72 
MSFT Microsoft Corp.
-1.49%
-$12,528.38 
QYLG Global X Nasdaq 100 Covered Call Growth ETF
-1.44%
-$7,242.75 
BOUT Innovator IBD Breakout Opportunities ETF
-1.42%
-$13,946.42 
ICVT iShares Convertible Bond ETF
-1.41%
-$10,199.2 
GOOG Alphabet Inc
-1.4%
-$27,421.81 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.39%
-$8,582.34 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$4,008 
REMX VanEck Rare Earth and Strategic Metals ETF
-1.33%
-$2,197.8 
TRIN Trinity Capital Inc.
-1.26%
-$3,711.33 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.24%
-$6,247.1 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.13%
-$7,372.29 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.06%
-$5,308.78 
IEMG iShares Core MSCI Emerging Markets ETF
-1%
-$10,876.17 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.94%
-$2,914 
BIPC Brookfield Infrastructure Partners L.P.
-0.92%
-$11,413.64 
XT iShares Future Exponential Technologies ETF
-0.87%
-$5,457.8 
SPEM SPDR Portfolio Emerging Markets ETF
-0.85%
-$11,743.94 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$15,209.6 
ECON Columbia Research Enhanced Emerging Economies ETF
-0.82%
-$1,553.62 
SCHE Schwab Emerging Markets Equity ETF
-0.82%
-$3,418.46 
IWC iShares Micro-Cap ETF
-0.73%
-$2,298.62 
RVT Royce Small-Cap Trust, Inc.
-0.72%
-$8,394 
AVES Avantis Emerging Markets Value ETF
-0.7%
-$3,820.5 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-0.65%
-$5,695.78 
IWM iShares Russell 2000 ETF
-0.52%
-$1,418.4 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.48%
-$6,882 
RYLD Global X Russell 2000 Covered Call ETF
-0.46%
-$2,514.68 
VB Vanguard Small-Cap ETF
-0.42%
-$2,487.58 
XYLD Global X S&P 500 Covered Call ETF
-0.42%
-$2,060.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$10,442.52 
FPI Farmland Partners Inc.
-0.33%
-$1,286.18 
HR Healthcare Realty Trust Incorporated
-0.32%
-$1,020.14 
RMT Royce Micro-Cap Trust, Inc.
-0.31%
-$1,668.6 
BXSL Blackstone Secured Lending Fund
-0.31%
-$1,286.7 
AMZN Amazon.com Inc
-0.3%
-$2,317.67 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$2,787.6 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.25%
-$3,608.43 
XYLG Global X S&P 500 Covered Call & Growth ETF
-0.2%
-$520.8 
GPIX S&P 500 Core Premium Income Fund
-0.2%
-$943.78 
BX Blackstone Inc.
-0.17%
-$1,729 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.16%
-$1,984.5 
CWCO Consolidated Water Co. Ltd.
-0.16%
-$510.25 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.15%
-$1,191.37 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.13%
-$1,864.18 
VFLO VictoryShares Free Cash Flow ETF
-0.13%
-$486.42 
MOO VanEck Agribusiness ETF
-0.1%
-$1,874.4 
BGY BlackRock Enhanced International Dividend Trust
-0.09%
-$371.37 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.08%
-$666.9 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,592.59 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.05%
-$178.2 
BNDX Vanguard Total International Bond ETF
-0.04%
-$929.71 
MNA NYLI Merger Arbitrage ETF
-0.04%
-$103.14 
VO Vanguard Mid-Cap ETF
-0.03%
-$174.1 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.02%
-$52.42 
FHLC Fidelity MSCI Health Care Index ETF
-0.01%
-$50.06 Events
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Dividends
Dividend Analysis
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| Trades 1051 | Longs Won 684/1051 65% | Profit Factor 5.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $93,470.12 |
| Average Win $41,056.33 | Best Trade (Oct 16) $1.18M | Sharpe Ratio -10.42 |
| Average Loss -$14,430.33 | Worst Trade (Oct 15) -$580,504.8 | Z-Score -1.17 (75.79%) |
| Commissions $0 | Avg. Trade Length 11m 3w | Expectancy $21,680.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,961 | $986,210.8 | $1.37M | - | $383,760.46 | 38.91% | +1.13% |
| ADM Archer-Daniels-Midland Co | 2,625 | $200,550 | $218,465.62 | - | $17,915.62 | 8.93% | +0.356% |
| AEM Agnico Eagle Mines Limited | 1,525 | $236,573 | $289,223.87 | - | $52,650.87 | 22.26% | +1.117% |
| AGRO Adecoagro S.A. | 73,832 | $656,843.13 | $753,086.4 | - | $96,243.27 | 14.65% | +1.493% |
| AM Antero Midstream Corporation | 14,845 | $238,315.45 | $301,130.82 | - | $62,815.37 | 26.36% | +1.832% |
| AMZN Amazon.com Inc | 3,010 | $660,837.81 | $764,509.93 | - | $103,672.12 | 15.69% | -0.302% |
| APO Apollo Global Management, Inc. | 2,090 | $272,974.9 | $238,051 | - | -$34,923.9 | -12.79% | +1.815% |
| AVES Avantis Emerging Markets Value ETF | 8,490 | $396,716.33 | $542,511 | - | $145,794.67 | 36.75% | -0.699% |
| B BARRICK MINING CORP Common Stock (ABR0) | 37,755 | $818,674.27 | $1.54M | - | $725,694 | 88.64% | +0.875% |
| BBN BlackRock Taxable Municipal Bond Trust | 21,095 | $340,113.7 | $309,991.02 | - | -$30,122.68 | -8.86% | +0.927% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 55,056 | $1.09M | $1.44M | - | $347,058.27 | 31.79% | -0.476% |
| BDJ BlackRock Enhanced Equity Dividend Trust | 14,074 | $116,532.72 | $134,265.96 | - | $17,733.24 | 15.22% | 0.0 |
| BEPC Brookfield Renewable Corporation | 26,855 | $830,889.3 | $777,183.7 | - | -$53,705.6 | -6.46% | +0.035% |
| BFC Bank First Corporation | 2,179 | $265,446 | $326,969.84 | - | $61,523.84 | 23.18% | +2.106% |
| BGY BlackRock Enhanced International Dividend Trust | 74,274 | $397,002.64 | $407,392.89 | - | $10,390.25 | 2.62% | -0.091% |
| BHP BHP Group Ltd. | 6,036 | $296,914.26 | $510,585.24 | - | $213,670.98 | 71.96% | +2.039% |
| BIPC Brookfield Infrastructure Partners L.P. | 33,083 | $1.31M | $1.23M | - | -$81,192.35 | -6.18% | -0.917% |
| BN Brookfield Corporation | 5,479 | $233,351 | $201,846.36 | - | -$31,504.64 | -13.5% | +0.081% |
| BNDX Vanguard Total International Bond ETF | 46,719 | $2.29M | $2.2M | - | -$87,005.24 | -3.8% | -0.042% |
| BOUT Innovator IBD Breakout Opportunities ETF | 23,638 | $1.16M | $971,994.56 | - | -$184,570.44 | -15.96% | -1.415% |
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FAQ
Which stocks have generated the highest profits for Comprehensive Money Management Services LLC?
The largest contributions to the portfolio's profits come from the following stocks: Wheaton Precious Metals Corp - $644,255.88, iShares MSCI Global Gold Miners ETF - $454,360.27, Vanguard Short-Term Inflation-Protected Securities Index Fund - $310,768.95, Kinross Gold Corporation - $287,708.47, and Newmont Corporation - $287,475.59. 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: Pioneer Acquisition I Corp - $279,357.56, West Fraser Timber Co. Ltd - $48,724.53, Franklin FTSE India ETF - $39,751.19, Equinix, Inc - $29,186.14, and Unilever PLC Sponsored American Depositary Receipt - $24,145.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Comprehensive Money Management Services LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.89M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $297,044.91, Vanguard Emerging Markets Government Bond Fund - $216,434.7, abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $191,176.47, Global X Variable Rate Preferred ETF - $187,920.57, and iShares Short Treasury Bond ETF - $174,639.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Comprehensive Money Management Services LLC's monthly returns?
Comprehensive Money Management Services 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 Comprehensive Money Management Services LLC's strategy be considered aggressive or moderate?
Comprehensive Money Management Services 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 Comprehensive Money Management Services LLC's strategy?
Comprehensive Money Management Services 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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