JF
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:
30.57%
Gain +0.17%
Monthly
0.48%
Yearly
5.92%
Drawdown
14.8%
$487.73M
Equity
Holdings
$487.73M
Investment
$371.03M
$131.75M
Profit +$923,338.58
Realized
$15.06M
Unrealized
$116.69M
Dividends
$17.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.17%
Profit
$923,338.58
Win %
82%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$4.95M
Win %
82%
This Month
Compared to last month
Gain
-1.34%
Profit
-$6.61M
Win %
82%
This Year
Compared to last year
Gain
2.53%
Profit
$15.33M
Win %
81%
AMD Advanced Micro Devices, Inc.
+4.67%
+$25,057.19 
SCHW Charles Schwab Corporation
+2.64%
+$5,148 
PM Philip Morris International Inc.
+2.05%
+$4,774.77 
V Visa Inc. Class A
+1.68%
+$4,121.84 
CHRW C.H. Robinson Worldwide, Inc.
+1.44%
+$54,189.84 
MTUM iShares MSCI USA Momentum Factor ETF
+1.43%
+$24,501.75 
XOM Exxon Mobil Corporation
+1.37%
+$15,855.96 
J Jacobs Solutions Inc.
+1.32%
+$9,841.31 
CAT Caterpillar Inc.
+1.31%
+$3,978.26 
CVX Chevron Corporation
+1.29%
+$12,808.75 
SMH VanEck Semiconductor ETF
+1.24%
+$24,166.02 
DE Deere & Company
+1.21%
+$9,143.02 
ENFR Alerian Energy Infrastructure ETF
+1.17%
+$5,891.85 
RIO Rio Tinto Plc Sponsored ADR
+1.06%
+$2,989.8 
DIVB iShares Core Dividend ETF
+1.06%
+$159,539.9 
DVY iShares Select Dividend ETF
+0.97%
+$4,849.82 
SCHA Schwab U.S. Small-Cap ETF
+0.94%
+$10,896.92 
AVUV Avantis U.S. Small Cap Value ETF
+0.93%
+$49,847.9 
TSME Thrivent Small-Mid Cap ESG ETF
+0.93%
+$130,375.96 
VPU Vanguard Utilities ETF
+0.93%
+$2,879.05 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.93%
+$112,276.7 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.93%
+$7,778.5 
TMUS T-Mobile US, Inc.
+0.9%
+$2,301.25 
CWCO Consolidated Water Co. Ltd.
+0.88%
+$2,416.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.86%
+$275,604.8 
PAVE Global X U.S. Infrastructure Development ETF
+0.81%
+$55,699.1 
GOOGL Alphabet Inc
+0.81%
+$21,010.48 
PVAL Putnam Focused Large Cap Value ETF
+0.81%
+$5,998.3 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.74%
+$11,697.36 
SCHM Schwab U.S. Mid-Cap ETF
+0.72%
+$3,484.57 
RDVY First Trust Rising Dividend Achievers ETF
+0.71%
+$2,924.9 
MCD McDonald's Corporation
+0.7%
+$1,650 
HFWA Heritage Financial Corporation
+0.69%
+$1,752.8 
HEWJ iShares Currency Hedged MSCI Japan ETF
+0.69%
+$2,422.62 
VO Vanguard Mid-Cap ETF
+0.66%
+$125,055.84 
VLU SPDR S&P 1500 Value Tilt ETF
+0.63%
+$2,212.04 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$50,024.7 
GOOG Alphabet Inc
+0.62%
+$4,029.98 
COWZ Pacer US Cash Cows 100 ETF
+0.61%
+$33,620.51 
COLB Columbia Banking System, Inc.
+0.6%
+$1,406.66 
SPHQ Invesco S&P 500 Quality ETF
+0.6%
+$1,601.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.58%
+$1,283.44 
GLW Corning Incorporated
+0.57%
+$2,002.83 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.49%
+$94,277.05 
MO Altria Group, Inc.
+0.49%
+$1,125.25 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.49%
+$1,919.79 
QWLD SPDR MSCI World StrategicFactors ETF
+0.48%
+$1,147.72 
RWL Invesco S&P 500 Revenue ETF
+0.48%
+$89,222.97 
PCAR PACCAR Inc.
+0.44%
+$9,495.06 
PHO Invesco Water Resources ETF
+0.37%
+$1,024.59 
VYMI Vanguard International High Dividend Yield Index Fund
+0.36%
+$26,697.09 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$1,158.93 
JIVE JPMorgan International Value ETF
+0.3%
+$36,658.14 
BMY Bristol-Myers Squibb Company
+0.29%
+$1,845.86 
PTLC Pacer Trendpilot US Large Cap ETF
+0.29%
+$1,435.5 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$6,636.6 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.27%
+$98,759.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$3,955.14 
IEMG iShares Core MSCI Emerging Markets ETF
+0.22%
+$570.6 
SLV iShares Silver Trust
+0.21%
+$1,471.21 
IVV iShares Core S&P 500 ETF
+0.19%
+$5,493 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$8,916.33 
VOO Vanguard S&P 500 ETF
+0.19%
+$73,768.19 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$14,793.21 
VEU Vanguard FTSE All-World ex-US ETF
+0.14%
+$651 
ABBV AbbVie Inc.
+0.13%
+$291.16 
DTH WisdomTree International High Dividend Fund
+0.12%
+$690.2 
GDE WisdomTree Efficient Gold Plus
+0.1%
+$1,602.72 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.09%
+$2,834.47 
META Meta Platforms Inc Class A
+0.08%
+$385.48 
GLD SPDR Gold Shares
+0.07%
+$9,264.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$761.25 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.06%
+$8,073.28 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$101.29 
QQQ Invesco QQQ Trust, Series 1
+0.02%
+$261.15 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,062.81 
JPIE JPMorgan Income ETF
0%
+$6.26 
AFRM Affirm Holdings, Inc.
-3.11%
-$16,270.2 
TSLA Tesla, Inc.
-3.04%
-$22,300.8 
PLTR Palantir Technologies Inc.
-2.94%
-$13,825.36 
AMZN Amazon.com Inc
-2.31%
-$137,463.55 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.66%
-$82,066.49 
AAPL Apple Inc.
-1.52%
-$100,209.22 
BA Boeing Company
-1.31%
-$19,261.29 
LLY Eli Lilly and Company
-1.31%
-$8,182.98 
IBM International Business Machines Corporation
-1.2%
-$3,399.38 
CRM Salesforce Inc
-1.15%
-$3,100.8 
NFLX Netflix, Inc.
-1.05%
-$2,636.7 
MU Micron Technology, Inc.
-0.89%
-$12,746.19 
MSFT Microsoft Corp.
-0.84%
-$152,251.6 
MRK Merck & Co., Inc.
-0.78%
-$1,582.96 
WMT Walmart Inc.
-0.59%
-$2,958.57 
AKRE Akre Focus ETF
-0.52%
-$14,592 
MDT Medtronic plc
-0.49%
-$983.95 
IWF iShares Russell 1000 Growth ETF
-0.47%
-$2,790.72 
IWY iShares Russell Top 200 Growth ETF
-0.45%
-$185,899.52 
RTX RTX Corporation
-0.43%
-$876.8 
AIQ Global X Artificial Intelligence & Technology ETF
-0.41%
-$15,513.42 
F-PD Ford Motor Company 6.500% Notes
-0.36%
-$813.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.36%
-$1,411.1 
XLV Health Care Select Sector SPDR Fund
-0.33%
-$7,653.57 
ALK Alaska Air Group Inc.
-0.31%
-$1,308.19 
SBUX Starbucks Corporation
-0.3%
-$6,732.58 
CSCO Cisco Systems, Inc.
-0.29%
-$1,740.96 
XLG Invesco S&P 500 Top 50 ETF
-0.27%
-$13,285.97 
PEP PepsiCo, Inc.
-0.26%
-$660.45 
EFG iShares MSCI EAFE Growth ETF
-0.25%
-$1,040.05 
EXPE Expedia Group, Inc.
-0.23%
-$1,294.38 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$11,542.31 
NVDA NVIDIA Corporation
-0.17%
-$4,422.12 
BND Vanguard Total Bond Market Index Fund
-0.16%
-$27,988.3 
UITB VictoryShares Core Intermediate Bond ETF
-0.12%
-$450.94 
COST Costco Wholesale Corporation
-0.09%
-$3,451.5 
SPIT F/m Emerald Special Situations ETF
-0.07%
-$1,053.64 
IEFA iShares Core MSCI EAFE ETF
-0.05%
-$172.7 
AGNG Global X Aging Population ETF
-0.05%
-$1,043.26 
GTO Invesco Total Return Bond ETF
-0.04%
-$387.64 
IPKW Invesco International Buyback Achievers ETF
-0.03%
-$214.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$53.5 
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF
-0.01%
-$56.28 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.01%
-$53.16 
AMGN Amgen Inc.
-0.01%
-$29.98 Events
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Dividends
Dividend Analysis
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| Trades 1201 | Longs Won 886/1201 73% | Profit Factor 13.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $519,787.9 |
| Average Win $160,152.64 | Best Trade (Jun 12) $11.79M | Sharpe Ratio -6.43 |
| Average Loss -$32,204.72 | Worst Trade (Jun 30) -$1.09M | Z-Score 19.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w | Expectancy $109,700.88 |
| 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 | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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