Gillian Curran Portfolio
Invests via Prospect Financial Group LLC | Managed by Gillian Edgar Curran
Invests via Prospect Financial Group LLC
Managed by Gillian Edgar Curran
Automatically Tracked
Gillian Curran Profile
Veteran corporate financier and investor with cross-border experience in growth-stage and lower-middle-market transactions, Gillian Curran brings operational insight and board-level governance focus. She has worked on M&A, strategic capital allocation and portfolio company transformation, advising C-suite teams and institutional investors. Market-facing skills include deal sourcing, diligence and value-creation planning; typically engages in sectors with durable cashflows and scalable revenue models.
Veteran corporate financier and investor with cross-border experience in growth-stage and lower-middle-market transactions, Gillian Curran brings operational insight and board-level governance focus. She has worked on M&A, strategic capital allocation and portfolio company transformation, advising C-suite teams and institutional investors. Market-facing skills include deal sourcing, diligence and value-creation planning; typically engages in sectors with durable cashflows and scalable revenue models.
Investment Philosophy & Strategy
Prioritizes growth-stage and lower‑middle‑market opportunities where operational improvement and governance can drive asymmetric value. Focuses on businesses with durable cash flows and scalable revenue models, applying disciplined diligence, strategic capital allocation and board-level oversight to de‑risk execution. Investment horizon is multi-year, combining active portfolio engagement and milestone-driven capital deployment. Sector preference favors resilient, cash-generative industries; risk management emphasizes downside protection through conservative structuring, performance covenants and pragmatic exit planning.
Prioritizes growth-stage and lower‑middle‑market opportunities where operational improvement and governance can drive asymmetric value. Focuses on businesses with durable cash flows and scalable revenue models, applying disciplined diligence, strategic capital allocation and board-level oversight to de‑risk execution. Investment horizon is multi-year, combining active portfolio engagement and milestone-driven capital deployment. Sector preference favors resilient, cash-generative industries; risk management emphasizes downside protection through conservative structuring, performance covenants and pragmatic exit planning.
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:
1.19%
Gain
Monthly
0.06%
Yearly
0.77%
Drawdown
24.21%
$119.39M
Equity
Holdings
$119.39M
Investment
$95.41M
$24.95M
Profit -$576,074.6
Realized
$963,824.68
Unrealized
$23.99M
Dividends
$3.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$576,074.6
Win %
83%
This Week
Compared To Last Week
Gain
0.03%
Profit
$39,603.8
Win %
83%
This Month
Compared to last month
Gain
0.32%
Profit
$377,857.04
Win %
83%
This Year
Compared to last year
Gain
10.24%
Profit
$11.09M
Win %
81%
HLN Haleon Plc - ADR
+3.9%
+$4,224.46 
MRK Merck & Co., Inc.
+3.72%
+$12,052.68 
ABBV AbbVie Inc.
+3.44%
+$9,019.25 
COST Costco Wholesale Corporation
+2.92%
+$6,273 
MA Mastercard Incorporated
+2.43%
+$6,149 
WMT Walmart Inc.
+2.41%
+$6,056.88 
USRT iShares Core U.S. REIT ETF
+2.24%
+$40,105.5 
MSFT Microsoft Corp.
+2.13%
+$39,015.7 
SCHH Schwab U.S. REIT ETF
+2.1%
+$13,769.33 
V Visa Inc. Class A
+1.96%
+$5,855.56 
FREL Fidelity MSCI Real Estate Index ETF
+1.93%
+$67,264.07 
VNQ Vanguard Real Estate ETF
+1.89%
+$33,094.65 
CVX Chevron Corporation
+1.59%
+$6,144.14 
LLY Eli Lilly and Company
+1.45%
+$8,724.39 
NVS Novartis AG Sponsored ADR
+1.4%
+$4,502.74 
AAPL Apple Inc.
+1.36%
+$42,266.1 
XOM Exxon Mobil Corporation
+1.25%
+$6,213.6 
JNJ Johnson & Johnson
+1.19%
+$6,674.19 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$4,678.4 
DFAS Dimensional U.S. Small Cap ETF
+0.42%
+$2,756.72 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$4,908.08 
VB Vanguard Small-Cap ETF
+0.14%
+$398.61 
HSBC HSBC Holdings plc Sponsored ADR
+0.07%
+$211.44 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$49.02 
CA Xtrackers California Municipal Bond ETF
0%
$0 
MU Micron Technology, Inc.
-5.89%
-$35,298.12 
AVGO Broadcom Inc.
-4.51%
-$22,255.3 
CAT Caterpillar Inc.
-4.41%
-$14,162.85 
AMAT Applied Materials, Inc.
-3.25%
-$13,901.29 
GOOG Alphabet Inc
-2.99%
-$34,392.63 
GOOGL Alphabet Inc
-2.97%
-$64,295.06 
MFG Mizuho Financial Group Inc. ADR
-2.82%
-$4,432.75 
NVDA NVIDIA Corporation
-2.61%
-$82,491.2 
CSCO Cisco Systems, Inc.
-2.51%
-$7,426.83 
GROY Gold Royalty Corp
-2.14%
-$812.24 
META Meta Platforms Inc Class A
-2.06%
-$22,975.29 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.82%
-$224,263.44 
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$47,915.64 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
-1.21%
-$23,610.81 
JPM JPMorgan Chase & Co.
-1.18%
-$10,530.48 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.14%
-$8,402.94 
AVDV Avantis International Small Cap Value ETF
-1.06%
-$44,562.09 
AVDE Avantis International Equity ETF
-0.97%
-$34,126.75 
AMZN Amazon.com Inc
-0.94%
-$11,181.6 
MGC Vanguard Mega Cap ETF
-0.69%
-$6,629.7 
DFIS Dimensional International Small Cap ETF
-0.67%
-$14,583.6 
DFIC Dimensional International Core Equity Market ETF
-0.66%
-$51,323.27 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$2,279.24 
VOO Vanguard S&P 500 ETF
-0.58%
-$28,935.4 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$7,421.1 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$34,061.94 
CUPR Cuprina Holdings Ltd.
-0.47%
-$38.1 
VXF Vanguard Extended Market ETF
-0.42%
-$1,717.38 
AVUS Avantis U.S. Equity ETF
-0.36%
-$4,519.34 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.18%
-$13,186.16 
BNDX Vanguard Total International Bond ETF
-0.18%
-$11,650.27 
DCOR Dimensional US Core Equity 1 ETF
-0.17%
-$15,882.3 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,194.37 
DFCA Dimensional California Municipal Bond ETF
-0.11%
-$987.97 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,483.35 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.1%
-$1,575.75 
VO Vanguard Mid-Cap ETF
-0.06%
-$156.4 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$1,637.87 Events
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Dividends
Dividend Analysis
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| Trades 316 | Longs Won 248/316 78% | Profit Factor 70.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,523.17 |
| Average Win $102,064.34 | Best Trade (Jul 10) $2.29M | Sharpe Ratio -10.75 |
| Average Loss -$5,310.66 | Worst Trade (Jul 14) -$170,899.44 | Z-Score 14.5 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $78,958.33 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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