Timothy Bolger Portfolio
Invests via Arrow Capital Pty Ltd | Managed by Timothy Bolger
Invests via Arrow Capital Pty Ltd
Managed by Timothy Bolger
Automatically Tracked
Timothy Bolger Profile
Experienced financial markets executive and investor focused on growth-stage technology and fintech companies, with background in corporate finance, M&A and capital markets advisory. Timothy Bolger brings operational experience scaling revenue teams and negotiating strategic partnerships, and has worked with private equity and venture portfolios on exits and restructurings. Active in board advisory, capital raises and cross-border transactions.
Experienced financial markets executive and investor focused on growth-stage technology and fintech companies, with background in corporate finance, M&A and capital markets advisory. Timothy Bolger brings operational experience scaling revenue teams and negotiating strategic partnerships, and has worked with private equity and venture portfolios on exits and restructurings. Active in board advisory, capital raises and cross-border transactions.
Investment Philosophy & Strategy
Combines growth-stage tech and fintech focus with a pragmatic, outcomes-driven capital allocation approach, prioritizing revenue-scalable businesses and strategic M&A optionality. Prefers lead or active minority positions where operational playbooks can accelerate go-to-market and partner-led distribution. Bias toward disciplined follow-on reserve budgeting, stage-aware valuation discipline, and cross-border deal structures that enable exits. Time horizon is multi-year with focus on operational value creation, partnership economics and clear paths to liquidity.
Combines growth-stage tech and fintech focus with a pragmatic, outcomes-driven capital allocation approach, prioritizing revenue-scalable businesses and strategic M&A optionality. Prefers lead or active minority positions where operational playbooks can accelerate go-to-market and partner-led distribution. Bias toward disciplined follow-on reserve budgeting, stage-aware valuation discipline, and cross-border deal structures that enable exits. Time horizon is multi-year with focus on operational value creation, partnership economics and clear paths to liquidity.
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:
44.63%
Gain -1.68%
Monthly
1.73%
Yearly
22.87%
Drawdown
24.39%
$121.04M
Equity
Holdings
$121.04M
Investment
$108.56M
$40.2M
Profit -$2.04M
Realized
$27.72M
Unrealized
$12.48M
Dividends
$2.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.68%
Profit
-$2.04M
Win %
63%
This Week
Compared To Last Week
Gain
-2.09%
Profit
-$2.58M
Win %
63%
This Month
Compared to last month
Gain
2.26%
Profit
$2.68M
Win %
63%
This Year
Compared to last year
Gain
7.34%
Profit
$8.27M
Win %
67%
RTX RTX Corporation
+3.33%
+$155,875 
CVX Chevron Corporation
+2.47%
+$270,999.5 
MO Altria Group, Inc.
+1.46%
+$80,625 
CRH CRH plc
+1.29%
+$53,000 
ETR Entergy Corporation
+1.12%
+$69,900 
WMT Walmart Inc.
+0.78%
+$41,400 
C Citigroup Inc.
+0.65%
+$32,000 
VLO Valero Energy Corporation
+0.44%
+$39,200 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MRNA Moderna, Inc.
-10.12%
-$1.44M 
HOOD Robinhood Markets, Inc.
-5.75%
-$179,250 
CPNG Coupang Inc.
-3.99%
-$82,600 
DAL Delta Air Lines, Inc.
-3.8%
-$148,250.1 
IBKR Interactive Brokers Group Inc.
-3.67%
-$61,310.3 
SPCX Space Exploration Technologies Corp. Class A
-3.27%
-$121,500 
CCJ Cameco Corporation
-3.05%
-$101,600 
STM STMicroelectronics N.V.
-2.47%
-$63,250 
AMZN Amazon.com Inc
-2.26%
-$143,999.75 
UBER Uber Technologies, Inc.
-2.14%
-$89,615.1 
PWR Quanta Services Inc.
-1.67%
-$53,500.1 
NVDA NVIDIA Corporation
-1.51%
-$139,825 
NVO Novo Nordisk A/S Sponsored ADR
-1.3%
-$51,000 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$56,972.5 
DHR Danaher Corporation
-1.13%
-$39,300 
ASML ASML Holding N.V. New York Registry Shares
-0.51%
-$13,843.4 Events
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Dividends
Dividend Analysis
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| Trades 164 | Longs Won 86/164 52% | Profit Factor 2.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.2M |
| Average Win $784,245.91 | Best Trade (Oct 15) $9.97M | Sharpe Ratio -8.96 |
| Average Loss -$349,241.16 | Worst Trade (Oct 16) -$1.62M | Z-Score -0.2 (16.24%) |
| Commissions $0 | Avg. Trade Length 4m 2w 5d | Expectancy $245,148.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.37% |
| Consecutive Losing Trades | 347 | 312 | 277 | 243 | 208 | 173 | 139 | 104 | 69 | 35 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 25,000 | $5.47M | $6.22M | - | $753,800 | 13.78% | -2.261% |
| ASML ASML Holding N.V. New York Registry Shares | 1,650 | $3.28M | $2.72M | - | -$561,643.5 | -17.11% | -0.506% |
| C Citigroup Inc. | 40,000 | $5.6M | $4.96M | - | -$638,000 | -11.4% | +0.649% |
| CCJ Cameco Corporation | 40,000 | $4.07M | $3.23M | - | -$846,800 | -20.78% | -3.052% |
| CPNG Coupang Inc. | 140,000 | $2.43M | $1.99M | - | -$443,800 | -18.25% | -3.989% |
| CRH CRH plc | 50,000 | $5.35M | $4.17M | - | -$1.18M | -22.07% | +1.288% |
| CVX Chevron Corporation | 50,000 | $10.29M | $11.24M | - | $950,399.9 | 9.24% | +2.471% |
| DAL Delta Air Lines, Inc. | 50,000 | $2.66M | $3.76M | - | $1.09M | 41.13% | -3.797% |
| DHR Danaher Corporation | 15,000 | $2.86M | $3.43M | - | $576,000 | 20.16% | -1.132% |
| ETR Entergy Corporation | 60,000 | $5.13M | $6.31M | - | $1.18M | 23.03% | +1.121% |
| HOOD Robinhood Markets, Inc. | 30,000 | $2.08M | $2.94M | - | $861,450 | 41.44% | -5.746% |
| IBKR Interactive Brokers Group Inc. | 19,402 | $1.69M | $1.61M | - | -$80,906.26 | -4.79% | -3.673% |
| MO Altria Group, Inc. | 75,000 | $5.4M | $5.62M | - | $222,375 | 4.12% | +1.456% |
| MRNA Moderna, Inc. | 60,000 | $4.2M | $12.75M | - | $8.55M | 203.54% | -10.118% |
| NVDA NVIDIA Corporation | 42,500 | $8.5M | $9.09M | - | $588,625 | 6.92% | -1.515% |
| NVO Novo Nordisk A/S Sponsored ADR | 100,000 | $4.79M | $3.87M | - | -$923,000 | -19.25% | -1.3% |
| PWR Quanta Services Inc. | 5,000 | $3.6M | $3.16M | - | -$442,650 | -12.3% | -1.666% |
| RTX RTX Corporation | 25,000 | $4.74M | $4.83M | - | $86,375 | 1.82% | +3.335% |
| SPCX Space Exploration Technologies Corp. Class A | 25,000 | $4.27M | $3.59M | - | -$677,500 | -15.86% | -3.27% |
| STM STMicroelectronics N.V. | 55,000 | $4.12M | $2.5M | - | -$1.62M | -39.31% | -2.468% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Timothy Bolger?
The largest contributions to the portfolio's profits come from the following stocks: Intel Corporation - $9.55M, Robinhood Markets, Inc - $7.63M, Marathon Petroleum Corporation - $3.68M, Microsoft Corp - $2.19M, and Delta Air Lines, Inc - $1.73M. 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: BAE Systems plc - $943,603.42, Arista Networks, Inc - $908,875, Alcoa Corporation - $856,472, Circle Internet Group, Inc - $852,480, and NVIDIA Corporation - $831,125. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Bolger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.75M earned over time. The largest contributors to dividend income include Pfizer Inc - $254,701.47, Entergy Corporation - $252,256.2, Novo Nordisk A/S Sponsored ADR - $223,669, Chevron Corporation - $160,200, and Marathon Petroleum Corporation - $155,955.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Bolger's monthly returns?
Timothy Bolger's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Timothy Bolger's strategy be considered aggressive or moderate?
Timothy Bolger's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Timothy Bolger's strategy?
Timothy Bolger's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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