John Flavin Portfolio
Invests via Aspire Capital Advisors LLC | Managed by John Angelo Flavin, Shannon Crotty Flavin
Invests via Aspire Capital Advisors LLC
Managed by John Angelo Flavin, Shannon Crotty Flavin
Automatically Tracked
John Flavin Profile
John Flavin is a notable entrepreneur and corporate executive with a distinguished track record in building innovative companies within the healthcare sector. Known for his leadership at several biotechnology firms, he has been instrumental in developing groundbreaking therapies that address critical medical needs. His extensive experience includes not only operational oversight but also strategic vision in navigating complex regulatory landscapes. He has served on various boards, contributing insights into market trends and business strategy while fostering partnerships aimed at driving growth. Through these roles, Flavin demonstrates profound relevance to investors focused on advancements in life sciences and health technology.
John Flavin is a notable entrepreneur and corporate executive with a distinguished track record in building innovative companies within the healthcare sector. Known for his leadership at several biotechnology firms, he has been instrumental in developing groundbreaking therapies that address critical medical needs. His extensive experience includes not only operational oversight but also strategic vision in navigating complex regulatory landscapes. He has served on various boards, contributing insights into market trends and business strategy while fostering partnerships aimed at driving growth. Through these roles, Flavin demonstrates profound relevance to investors focused on advancements in life sciences and health technology.
Investment Philosophy & Strategy
The healthcare sector presents transformative investment opportunities fueled by rapid technological advancements. John Flavin leverages his extensive entrepreneurial and operational background to identify high-potential ventures that aim to revolutionize patient care. By focusing on companies capable of delivering innovative solutions, he adopts a proactive approach in evaluating emerging markets and technologies. This strategic mindset allows him to capitalize on industry trends while forging valuable partnerships within the life sciences ecosystem. In fostering collaboration with key stakeholders, Flavin strives for impactful outcomes that align health innovation with sustainable business growth.
The healthcare sector presents transformative investment opportunities fueled by rapid technological advancements. John Flavin leverages his extensive entrepreneurial and operational background to identify high-potential ventures that aim to revolutionize patient care. By focusing on companies capable of delivering innovative solutions, he adopts a proactive approach in evaluating emerging markets and technologies. This strategic mindset allows him to capitalize on industry trends while forging valuable partnerships within the life sciences ecosystem. In fostering collaboration with key stakeholders, Flavin strives for impactful outcomes that align health innovation with sustainable business growth.
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:
119.84%
Gain -3.4%
Monthly
1.43%
Yearly
18.54%
Drawdown
34.13%
$484.74M
Equity
Holdings
$484.74M
Investment
$370.91M
$129.08M
Profit -$5.68M
Realized
$15.25M
Unrealized
$113.83M
Dividends
$18.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.4%
Profit
-$5.68M
Win %
83%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$2.94M
Win %
83%
This Month
Compared to last month
Gain
-0.91%
Profit
-$4.45M
Win %
83%
This Year
Compared to last year
Gain
9.14%
Profit
$40.61M
Win %
81%
MU Micron Technology, Inc.
+4.1%
+$49,993.23 
AMD Advanced Micro Devices, Inc.
+4.1%
+$22,320.68 
PLTR Palantir Technologies Inc.
+2.82%
+$13,394.43 
CRM Salesforce Inc
+2.52%
+$6,944.66 
ALK Alaska Air Group Inc.
+2.37%
+$9,743.76 
MSFT Microsoft Corp.
+2.03%
+$370,117.61 
GOOG Alphabet Inc
+1.9%
+$12,039.93 
GOOGL Alphabet Inc
+1.77%
+$44,629.13 
AIQ Global X Artificial Intelligence & Technology ETF
+1.77%
+$62,053.68 
IBM International Business Machines Corporation
+1.51%
+$3,291.53 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.46%
+$64,061.14 
SMH VanEck Semiconductor ETF
+1.45%
+$25,832.24 
AMZN Amazon.com Inc
+1.42%
+$86,222.5 
CVX Chevron Corporation
+1.33%
+$13,342.55 
RTX RTX Corporation
+1.27%
+$2,696.16 
AFRM Affirm Holdings, Inc.
+1.24%
+$7,388.4 
SLV iShares Silver Trust
+1.13%
+$6,507.27 
MTUM iShares MSCI USA Momentum Factor ETF
+1.1%
+$17,932.05 
SCHW Charles Schwab Corporation
+1.04%
+$2,321 
V Visa Inc. Class A
+1.03%
+$2,852.99 
TMUS T-Mobile US, Inc.
+1.02%
+$2,700.88 
NVDA NVIDIA Corporation
+0.99%
+$25,838.68 
XOM Exxon Mobil Corporation
+0.87%
+$10,151.01 
IEMG iShares Core MSCI Emerging Markets ETF
+0.86%
+$2,108.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$2,975.94 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$9,906.29 
MDT Medtronic plc
+0.76%
+$1,569.33 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.73%
+$136,453.62 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$4,235.04 
IWY iShares Russell Top 200 Growth ETF
+0.68%
+$273,766.09 
HEWJ iShares Currency Hedged MSCI Japan ETF
+0.55%
+$1,915.56 
META Meta Platforms Inc Class A
+0.43%
+$2,333.83 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.41%
+$1,648.84 
XLG Invesco S&P 500 Top 50 ETF
+0.39%
+$18,922.44 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.38%
+$1,647.96 
PTLC Pacer Trendpilot US Large Cap ETF
+0.35%
+$1,783.5 
GLW Corning Incorporated
+0.33%
+$1,021.25 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.25%
+$34,674.74 
SCHA Schwab U.S. Small-Cap ETF
+0.25%
+$2,849.97 
VOO Vanguard S&P 500 ETF
+0.25%
+$97,886.49 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$4,093.06 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$21,408.06 
IVV iShares Core S&P 500 ETF
+0.24%
+$6,842.32 
IPKW Invesco International Buyback Achievers ETF
+0.21%
+$1,730.25 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$8,916.33 
ENFR Alerian Energy Infrastructure ETF
+0.16%
+$851.04 
SPHQ Invesco S&P 500 Quality ETF
+0.14%
+$369.6 
BRK-B Berkshire Hathaway Inc.
+0.14%
+$3,293.72 
MO Altria Group, Inc.
+0.14%
+$321.5 
SCHM Schwab U.S. Mid-Cap ETF
+0.1%
+$478.27 
VO Vanguard Mid-Cap ETF
+0.08%
+$15,631.98 
COWZ Pacer US Cash Cows 100 ETF
+0.05%
+$2,619.78 
AKRE Akre Focus ETF
+0.04%
+$1,024 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
+0.03%
+$117.25 
JIVE JPMorgan International Value ETF
+0.02%
+$2,767.15 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$81.37 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$43.41 
SPIT F/m Emerald Special Situations ETF
0%
$0 
AAPL Apple Inc.
-2.48%
-$183,957.66 
NFLX Netflix, Inc.
-2.23%
-$4,761.57 
MRK Merck & Co., Inc.
-1.9%
-$4,075.28 
PEP PepsiCo, Inc.
-1.89%
-$4,623.15 
LLY Eli Lilly and Company
-1.82%
-$11,561.61 
TSLA Tesla, Inc.
-1.79%
-$12,512 
WMT Walmart Inc.
-1.64%
-$7,813.12 
DE Deere & Company
-1.63%
-$12,885.16 
BA Boeing Company
-1.51%
-$21,379.37 
RIO Rio Tinto Plc Sponsored ADR
-1.39%
-$3,397.5 
CAT Caterpillar Inc.
-1.38%
-$4,105.01 
COLB Columbia Banking System, Inc.
-1.2%
-$3,031.6 
EXPE Expedia Group, Inc.
-1.16%
-$7,918.59 
F Ford Motor Company
-1.09%
-$1,576.35 
PAVE Global X U.S. Infrastructure Development ETF
-0.91%
-$61,089.33 
PHO Invesco Water Resources ETF
-0.86%
-$2,488.29 
AGNG Global X Aging Population ETF
-0.73%
-$17,430.93 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.71%
-$11,999.05 
PCAR PACCAR Inc.
-0.68%
-$15,855.82 
COST Costco Wholesale Corporation
-0.68%
-$24,765 
XLV Health Care Select Sector SPDR Fund
-0.63%
-$15,307.14 
VPU Vanguard Utilities ETF
-0.62%
-$1,970.73 
SBUX Starbucks Corporation
-0.61%
-$13,899.52 
TSME Thrivent Small-Mid Cap ESG ETF
-0.61%
-$83,610.67 
J Jacobs Solutions Inc.
-0.56%
-$4,390.28 
DVY iShares Select Dividend ETF
-0.49%
-$2,512.2 
CWCO Consolidated Water Co. Ltd.
-0.45%
-$1,185.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.43%
-$3,641 
DTH WisdomTree International High Dividend Fund
-0.42%
-$2,286.53 
VIG Vanguard Dividend Appreciation ETF
-0.4%
-$1,408.32 
ABBV AbbVie Inc.
-0.39%
-$988.94 
BMY Bristol-Myers Squibb Company
-0.38%
-$2,573.01 
CHRW C.H. Robinson Worldwide, Inc.
-0.38%
-$15,510.86 
EFG iShares MSCI EAFE Growth ETF
-0.37%
-$1,492.97 
VYMI Vanguard International High Dividend Yield Index Fund
-0.36%
-$26,689.68 
IEF iShares 7-10 Year Treasury Bond ETF
-0.35%
-$19,743.42 
GDE WisdomTree Efficient Gold Plus
-0.34%
-$5,609.52 
AMGN Amgen Inc.
-0.33%
-$1,798.8 
IEFA iShares Core MSCI EAFE ETF
-0.33%
-$1,088.01 
UITB VictoryShares Core Intermediate Bond ETF
-0.29%
-$1,106.87 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$51,422.07 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.29%
-$1,148.77 
MCD McDonald's Corporation
-0.27%
-$602.26 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$85,918.08 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.26%
-$7,936.53 
PM Philip Morris International Inc.
-0.25%
-$617.62 
GTO Invesco Total Return Bond ETF
-0.21%
-$1,936.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$2,207.62 
CSCO Cisco Systems, Inc.
-0.2%
-$1,063.92 
AVUV Avantis U.S. Small Cap Value ETF
-0.18%
-$9,536.12 
GLD SPDR Gold Shares
-0.16%
-$20,580 
RWL Invesco S&P 500 Revenue ETF
-0.14%
-$26,839.43 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.13%
-$16,350.98 
VLU SPDR S&P 1500 Value Tilt ETF
-0.13%
-$470.11 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$10,105.49 
DIVB iShares Core Dividend ETF
-0.12%
-$18,408.45 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$263.01 
HFWA Heritage Financial Corporation
-0.1%
-$262.92 
JPIE JPMorgan Income ETF
-0.08%
-$1,094.77 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.04%
-$15,193.84 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$1,041.77 
PVAL Putnam Focused Large Cap Value ETF
-0.02%
-$146.3 
QWLD SPDR MSCI World StrategicFactors ETF
-0.01%
-$34.92 
RDVY First Trust Rising Dividend Achievers ETF
-0.01%
-$26.59 Events
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Dividends
Dividend Analysis
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| Trades 1201 | Longs Won 889/1201 74% | Profit Factor 13.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $512,209.29 |
| Average Win $157,045.9 | Best Trade (Jul 22) $12M | Sharpe Ratio -13.25 |
| Average Loss -$33,747.86 | Worst Trade (Jun 30) -$1.09M | Z-Score 20.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $107,480.83 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for John Flavin?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $3.47M, Vanguard S&P 500 ETF - $3.46M, Invesco S&P 500 Top 50 ETF - $2.94M, WisdomTree U.S. Quality Dividend Growth Fund - $2.48M, and First Trust Rising Dividend Achievers ETF - $2.1M. 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: Ark Autonomous Technology & Robotics ETF - $1.04M, Akre Focus ETF - $956,045.22, FlexShares Quality Dividend Defensive Index Fund - $628,486.83, Global X Cybersecurity ETF - $536,555.48, and Invesco S&P MidCap Quality ETF - $287,125.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John Flavin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.93M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $2.37M, WisdomTree U.S. Quality Dividend Growth Fund - $1.85M, Vanguard Total Bond Market Index Fund - $1.69M, Vanguard S&P 500 ETF - $1.54M, and JPMorgan Ultra-Short Income ETF - $865,698.79. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John Flavin's monthly returns?
John Flavin's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can John Flavin's strategy be considered aggressive or moderate?
John Flavin's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow John Flavin's strategy?
John Flavin's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
