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:
33.64%
Gain -0.45%
Monthly
1.46%
Yearly
18.98%
Drawdown
13.82%
$125.95M
Equity
Holdings
$125.95M
Investment
$100.85M
$26.57M
Profit -$457,755.1
Realized
$1.47M
Unrealized
$25.1M
Dividends
$3.29M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$457,755.1
Win %
75%
This Week
Compared To Last Week
Gain
0.63%
Profit
$792,492
Win %
75%
This Month
Compared to last month
Gain
-0.36%
Profit
-$457,755.1
Win %
75%
This Year
Compared to last year
Gain
1.4%
Profit
$1.75M
Win %
75%
GROY Gold Royalty Corp
+5.75%
+$2,576.64 
KLAC KLA Corporation
+2.53%
+$3,879.61 
NVDA NVIDIA Corporation
+2.28%
+$70,458.66 
AMAT Applied Materials, Inc.
+2.24%
+$7,954.87 
ASML ASML Holding N.V. New York Registry Shares
+2.16%
+$5,585.24 
LRCX Lam Research Corporation
+1.82%
+$3,825.28 
VXF Vanguard Extended Market ETF
+1.76%
+$7,258.67 
AVGO Broadcom Inc.
+1.65%
+$8,846.73 
NVS Novartis AG Sponsored ADR
+1.38%
+$4,632.73 
VB Vanguard Small-Cap ETF
+1.32%
+$3,698.75 
AVDV Avantis International Small Cap Value ETF
+1.31%
+$56,755.72 
HSBC HSBC Holdings plc Sponsored ADR
+1.15%
+$3,883.38 
DFIS Dimensional International Small Cap ETF
+1.14%
+$25,580.52 
AVDE Avantis International Equity ETF
+1.1%
+$40,817.34 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.06%
+$7,960.68 
DFIC Dimensional International Core Equity Market ETF
+1.06%
+$83,100.85 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$5,866.02 
JNJ Johnson & Johnson
+0.88%
+$5,274 
ABBV AbbVie Inc.
+0.83%
+$2,300.78 
AMZN Amazon.com Inc
+0.8%
+$10,333.15 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.72%
+$83,421.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$46,251.45 
AVEM Avantis Emerging Markets Equity ETF
+0.68%
+$18,533.04 
VO Vanguard Mid-Cap ETF
+0.67%
+$1,519.65 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$49,695.6 
DCOR Dimensional US Core Equity 1 ETF
+0.65%
+$62,053.75 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.65%
+$2,356.39 
MGC Vanguard Mega Cap ETF
+0.6%
+$5,536.44 
VOO Vanguard S&P 500 ETF
+0.59%
+$30,155.71 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$7,779.36 
CSCO Cisco Systems, Inc.
+0.45%
+$1,440.18 
USRT iShares Core U.S. REIT ETF
+0.45%
+$8,080.8 
MFG Mizuho Financial Group Inc. ADR
+0.42%
+$669.2 
SCHH Schwab U.S. REIT ETF
+0.42%
+$2,663.5 
VNQ Vanguard Real Estate ETF
+0.41%
+$7,171.18 
AVUS Avantis U.S. Equity ETF
+0.41%
+$7,013.89 
FREL Fidelity MSCI Real Estate Index ETF
+0.37%
+$13,709.96 
COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
+0.36%
+$6,861.19 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$3,033.65 
JPM JPMorgan Chase & Co.
+0.33%
+$3,188.28 
META Meta Platforms Inc Class A
+0.33%
+$3,048.65 
AAPL Apple Inc.
+0.29%
+$8,734.48 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.29%
+$2,218.44 
VTEB Vanguard Tax-Exempt Bond ETF
+0.28%
+$7,180.32 
BAC Bank of America Corporation
+0.25%
+$606.24 
DFCA Dimensional California Municipal Bond ETF
+0.25%
+$2,245 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$3,784.32 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$17,744.55 
MRK Merck & Co., Inc.
+0.16%
+$539.83 
IAGG iShares International Aggregate Bond Fund
+0.14%
+$1,067.69 
BNDX Vanguard Total International Bond ETF
+0.12%
+$9,069.66 
HLN Haleon Plc - ADR
+0.05%
+$62.4 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$124.79 
MSFT Microsoft Corp.
+0.01%
+$132.42 
WDC Western Digital Corporation
-3.83%
-$5,498.21 
MA Mastercard Incorporated
-2.29%
-$6,626.41 
V Visa Inc. Class A
-2.18%
-$7,456.69 
CAT Caterpillar Inc.
-1.72%
-$5,214.43 
CVX Chevron Corporation
-1.42%
-$5,778.08 
XOM Exxon Mobil Corporation
-1.22%
-$6,731 
AMD Advanced Micro Devices, Inc.
-1.19%
-$3,050.79 
JBL Jabil Inc.
-1.02%
-$2,112.01 
GOOGL Alphabet Inc
-0.98%
-$18,994.5 
GOOG Alphabet Inc
-0.91%
-$10,200.31 
PG Procter & Gamble Co
-0.82%
-$1,881.01 
LLY Eli Lilly and Company
-0.58%
-$3,718.11 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$7,617.91 
MU Micron Technology, Inc.
-0.44%
-$2,357.71 
WMT Walmart Inc.
-0.22%
-$577.25 
COST Costco Wholesale Corporation
-0.14%
-$344.09 Events
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Dividends
Dividend Analysis
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| Trades 378 | Longs Won 284/378 75% | Profit Factor 27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,419.85 |
| Average Win $97,140.97 | Best Trade (Sep 01) $2.18M | Sharpe Ratio -83.95 |
| Average Loss -$10,871.91 | Worst Trade (Sep 01) -$191,588.47 | Z-Score 10.11 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $70,280.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,494 | $2.35M | $2.97M | - | $627,848.53 | 26.75% | +0.294% |
| ABBV AbbVie Inc. | 1,139 | $240,044.96 | $280,068.71 | - | $40,023.75 | 16.67% | +0.828% |
| AMAT Applied Materials, Inc. | 673 | $230,024.46 | $362,948.89 | - | $132,924.43 | 57.79% | +2.241% |
| AMD Advanced Micro Devices, Inc. | 526 | $305,559 | $254,310.49 | - | -$51,248.51 | -16.77% | -1.185% |
| AMZN Amazon.com Inc | 4,740 | $1.01M | $1.3M | - | $287,580.74 | 28.38% | +0.801% |
| ASML ASML Holding N.V. New York Registry Shares | 152 | $302,395 | $264,649.48 | - | -$37,745.52 | -12.48% | +2.156% |
| AVDE Avantis International Equity ETF | 40,017 | $2.54M | $3.76M | - | $1.22M | 48.17% | +1.098% |
| AVDV Avantis International Small Cap Value ETF | 39,966 | $2.61M | $4.38M | - | $1.77M | 67.74% | +1.313% |
| AVEM Avantis Emerging Markets Equity ETF | 29,892 | $1.86M | $2.76M | - | $895,872.23 | 48.09% | +0.676% |
| AVGO Broadcom Inc. | 1,272 | $299,750.97 | $543,811.79 | - | $244,060.82 | 81.42% | +1.654% |
| AVUS Avantis U.S. Equity ETF | 13,234 | $1.39M | $1.74M | - | $343,268.73 | 24.65% | +0.406% |
| BAC Bank of America Corporation | 3,789 | $215,897 | $239,313.24 | - | $23,416.24 | 10.85% | +0.254% |
| BND Vanguard Total Bond Market Index Fund | 118,297 | $8.54M | $8.56M | - | $26,122.71 | 0.31% | +0.208% |
| BNDX Vanguard Total International Bond ETF | 151,161 | $7.39M | $7.25M | - | -$143,804.26 | -1.95% | +0.125% |
| BRK-B Berkshire Hathaway Inc. | 2,711 | $1.23M | $1.41M | - | $182,868.25 | 14.85% | -0.536% |
| CAT Caterpillar Inc. | 354 | $251,863.7 | $298,149.41 | - | $46,285.71 | 18.38% | -1.719% |
| COMB GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF | 74,015 | $1.5M | $1.9M | - | $396,790.24 | 26.37% | +0.362% |
| COST Costco Wholesale Corporation | 253 | $239,246.52 | $239,790.86 | - | $544.34 | 0.23% | -0.143% |
| CSCO Cisco Systems, Inc. | 2,667 | $206,425.15 | $323,827.14 | - | $117,401.99 | 56.87% | +0.447% |
| CVX Chevron Corporation | 2,156 | $320,490.27 | $402,201.8 | - | $81,711.53 | 25.5% | -1.416% |
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FAQ
Which stocks have generated the highest profits for Gillian Curran?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Emerging Markets Core Equity 2 ETF - $582,015.3, Vanguard Total Bond Market Index Fund - $488,230.2, Pinterest, Inc. Class A - $473,584, Dimensional International Core Equity Market ETF - $390,102.93, and Vanguard Total International Bond ETF - $366,521.79. 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: The Home Depot, Inc - $30,982.2, Procter & Gamble Co - $30,933.95, Oracle Corporation - $25,560.94, Bitfufu Inc - $3,745.24, and Goldmining Inc - $2,736.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gillian Curran's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.29M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $485,666.36, Vanguard Total International Bond ETF - $366,356.26, Dimensional Emerging Markets Core Equity 2 ETF - $265,608.87, Dimensional International Core Equity Market ETF - $262,182.86, and Avantis International Small Cap Value ETF - $175,632.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gillian Curran's monthly returns?
Gillian Curran's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gillian Curran's strategy be considered aggressive or moderate?
Gillian Curran's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Gillian Curran's strategy?
Gillian Curran's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
