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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 Rebalances14
Last RebalanceApr 20, 2026

Posts by Creator

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Changes:VUG +10.0%AOA +10.0%VBK +6.8%AMZN +0.8%IVV +0.4%

$SCOTTYP Rebalancing to get broader across the whole market and use ETFs to balance out some of the individual stocks.

Changes:USO +6.0%QQQ +5.0%VYM +2.0%IVV +1.9%AMZN +0.4%

reduced exposure to oil and took some profits. I added in qqq to give some broad tech exposure and removed uco in favor of uso since the oil market is stabilizing a bit.

Changes:UCO +10.0%XOM +9.0%CVX +1.7%D +0.8%NVDA +0.3%

Focusing on oil and low cost retail with inflation and soaring oil prices likely to have significant long-term impacts on household budgets.