Proven Results in Practice from Brad T. Portfolio Manager
Display real testimonials
For years, portfolio manager Brad T. has been a dedicated user of the Brogan Group’s Money Flow using the Brogan Analytics. His experience offers a clear look at how the discipline, structure, and insights built into our process deliver value in real-world portfolio management. In his own words, Brad shares how the model has kept him confidently in top performers like Kratos—and just as importantly, helped him avoid costly drawdowns in names like PAYX.
Key takeaway
Brad’s experience underscores how the model doesn’t just identify winners—it also enforces discipline when a stock’s momentum weakens. By following the signals, he preserved capital, avoided unnecessary volatility, and maintained confidence in his broader portfolio strategy.
Conclusion:
Brad’s experience shows the full value of the Brogan Group Money Flow models: they not only keep you riding the strongest winners longer than traditional methods, but also signal when it’s time to step aside from weakening names before losses mount. This balance—staying in the leaders while avoiding the laggards—is what gives the process its edge in real-world portfolio management.
Client testimonial from Brad T. Portfolio Manager
Example 1 – Staying in the Winners October 1, 2025
**“Kratos is up over 95% since it was first flagged Overweight—and the system kept us in the trade the whole way. Because the 416 MACD stayed positive, I haven’t sold a single share in our Stock Appreciation Model.
That’s the power of the process: it tells you what to buy and, just as importantly, keeps you in the stronger performers much longer than traditional approaches.
Back in my days managing money at [Firm Name], we would have been thrilled with a 15% gain and likely sold too early. With this model, the discipline is built in—making life a lot easier.”**
— Brad T., Portfolio Manager
Brad T. (PM) on How the Model Helps Avoid Drawdowns
Example 2 – Avoiding the Losers October 1, 2025
“It works the other way as well. PAYX had been a long-term holding in our Dividend Model, but when the 416 rolled over a few months ago and relative strength collapsed, we cut the position in half. Yesterday, I sold the last 2% after our weekend work showed the shares were likely to move Underweight later this week. That discipline helped us sidestep today’s drop on lackluster earnings.”
— Brad T., Portfolio Manager
New Client Testimonal
October 2025
Brad T. (Portfolio Manager) on
How the Model Keeps Him in Winners Longer