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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 Rebalances11
Last RebalanceJan 8, 2026

Posts by Creator

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Changes:CVX +5.0%VYM +3.4%IVV +2.7%AMZN +0.4%NVDA -5.0%

$SCOTTYP Added Chevron to capitalize on the Venezuelan potential also adjusted the other positions as a true rebalance.

Changes:BITO +4.3%LLY +0.8%VYM +0.6%IVV +0.3%D +0.3%

Removed Tesla and decided to go heavy on BITO since the price of the underlying security is so low. I still believe in the long-term Bitcoin value.

Changes:BITO +6.8%VYM +4.1%DG +0.7%TSLA +0.6%REMX -6.5%

Rebalancing to add weight to bitcoin while it is down and more weight to dividend paying stocks.