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:
39.11%
Gain -0.39%
Monthly
1.66%
Yearly
21.88%
Drawdown
24.39%
$116.46M
Equity
Holdings
$116.46M
Investment
$108.56M
$35.63M
Profit -$447,650.69
Realized
$27.72M
Unrealized
$7.91M
Dividends
$2.5M
Goals
Avg. 83% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$447,650.69
Win %
60%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$840,750.78
Win %
60%
This Month
Compared to last month
Gain
-0.38%
Profit
-$447,650.69
Win %
60%
This Year
Compared to last year
Gain
3.28%
Profit
$3.7M
Win %
66%
NVDA NVIDIA Corporation
+3.44%
+$309,400 
RTX RTX Corporation
+2.01%
+$109,750.25 
CCJ Cameco Corporation
+1.59%
+$59,200.16 
NVO Novo Nordisk A/S Sponsored ADR
+0.56%
+$25,000 
C Citigroup Inc.
+0.56%
+$30,800 
MO Altria Group, Inc.
+0.54%
+$27,750 
DAL Delta Air Lines, Inc.
+0.4%
+$18,500 
AMZN Amazon.com Inc
0%
$0 
CPNG Coupang Inc.
0%
$0 
CRH CRH plc
0%
$0 
CVX Chevron Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
ETR Entergy Corporation
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
MRNA Moderna, Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WMT Walmart Inc.
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 164 | Longs Won 85/164 51% | Profit Factor 2.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $716,540.8 | Best Trade (Jun 29) $9.55M | Sharpe Ratio -8.97 |
| Average Loss -$319,958.63 | Worst Trade (Aug 06) -$1.56M | Z-Score -1.32 (81.4%) |
| Commissions $0 | Avg. Trade Length 4m 1w 3d | Expectancy $217,251.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.63% |
| Consecutive Losing Trades | 364 | 328 | 291 | 255 | 218 | 182 | 146 | 109 | 73 | 36 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 25,000 | $5.47M | $6.94M | - | $1.46M | 26.76% | 0.0 |
 ASML ASML Holding N.V. New York Registry Shares | 1,650 | $3.28M | $2.77M | - | -$513,513 | -15.64% | -1.967% |
| C Citigroup Inc. | 40,000 | $5.6M | $5.51M | - | -$92,800 | -1.66% | +0.563% |
| CCJ Cameco Corporation | 40,000 | $4.07M | $3.78M | - | -$291,600 | -7.16% | +1.59% |
| CPNG Coupang Inc. | 140,000 | $2.43M | $2.35M | - | -$82,600 | -3.4% | 0.0 |
| CRH CRH plc | 50,000 | $5.35M | $4.94M | - | -$408,000 | -7.63% | 0.0 |
| CVX Chevron Corporation | 50,000 | $10.29M | $9.52M | - | -$766,600.6 | -7.45% | 0.0 |
| DAL Delta Air Lines, Inc. | 50,000 | $2.66M | $4.66M | - | $2M | 75% | +0.399% |
| DHR Danaher Corporation | 15,000 | $2.86M | $2.92M | - | $64,500 | 2.26% | 0.0 |
| ETR Entergy Corporation | 60,000 | $5.13M | $6.53M | - | $1.4M | 27.4% | 0.0 |
| HOOD Robinhood Markets, Inc. | 30,000 | $2.08M | $2.81M | - | $726,300 | 34.94% | 0.0 |
| IBKR Interactive Brokers Group Inc. | 19,402 | $1.69M | $1.72M | - | $30,849.26 | 1.83% | 0.0 |
| MO Altria Group, Inc. | 75,000 | $5.4M | $5.13M | - | -$263,250 | -4.88% | +0.544% |
| MRNA Moderna, Inc. | 60,000 | $4.2M | $3.42M | - | -$782,400 | -18.62% | 0.0 |
| NVDA NVIDIA Corporation | 42,500 | $8.5M | $9.32M | - | $813,025 | 9.56% | +3.435% |
| NVO Novo Nordisk A/S Sponsored ADR | 100,000 | $4.79M | $4.45M | - | -$341,000 | -7.11% | +0.565% |
| PWR Quanta Services Inc. | 5,000 | $3.6M | $3.46M | - | -$135,200 | -3.76% | 0.0 |
| RTX RTX Corporation | 25,000 | $4.74M | $5.56M | - | $814,750 | 17.18% | +2.014% |
 SPCX Space Exploration Technologies Corp. Class A | 25,000 | $4.27M | $2.71M | - | -$1.56M | -36.63% | -13.612% |
| STM STMicroelectronics N.V. | 55,000 | $4.12M | $2.98M | - | -$1.14M | -27.6% | 0.0 |
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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 - $841,750. 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 $2.5M 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 - $223,608, Marathon Petroleum Corporation - $155,955.42, and Kinder Morgan, Inc - $120,055.87. 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.
