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NoRagrets

$SCOTTYPBBrandon C.

About NoRagrets

Ideally looking for value in the market while carrying stability to reduce some risk in a volatile market.

About the Creator

I was a professional investor for several years starting in 2007 with Edward Jones and ending my career in 2019 as an RIA. starting in 2007 created a mindset of growth with a significant nod toward risk mitigation in my investment philosophy. I decided to pursue a new career but continued my education in business by starting down a completely new career path while also working toward a doctorate in business administration. I became a Dr in 2025. Now I invest for myself with the same mindset I developed over my years of investing and managing other people’s money.

Activity

Total Rebalances17
Last RebalanceJun 17, 2026

Posts by Creator

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Changes:BITO +2.4%VYM +2.4%NVDA +2.4%IVV +2.4%AMZN +2.4%

$SCOTTYP removing oil from the portfolio. focused on recovering losses from the war.

Changes:NVDA +8.7%USO +8.7%LLY +6.9%AMZN +5.9%BITO +4.1%

Rebalancing because I do not like the news and I don’t like the market direction. I’m taking gains and capturing losses.

Changes:VYM +2.4%IVV +2.1%LLY +0.7%USO +0.4%VUG +0.2%

Removed Chevron and put more on IVV and VYM to capture the income side and the broader market.