MC
Michael Clifton Portfolio
Invests via Pacific Life Fund Advisors LLC | Managed by Samuel S. Park
Invests via Pacific Life Fund Advisors LLC
Managed by Samuel S. Park
Automatically Tracked
Michael Clifton Profile
With a strong foundation in venture capital, Michael Clifton has demonstrated exceptional leadership as an investor-operator in the technology sector. His background encompasses both strategic development and operational execution, making him a pivotal figure for innovative startups seeking to scale effectively. He plays a critical role in driving growth initiatives that enhance market presence while fostering key partnerships within the entrepreneurial ecosystem. His deep understanding of emerging technologies not only influences his investment decisions but also positions him as a valuable mentor for early-stage companies navigating complex challenges. As he continues to shape businesses through adept guidance and substantial financial insights, he remains integral to advancing transformative solutions in today’s marketplace.
With a strong foundation in venture capital, Michael Clifton has demonstrated exceptional leadership as an investor-operator in the technology sector. His background encompasses both strategic development and operational execution, making him a pivotal figure for innovative startups seeking to scale effectively. He plays a critical role in driving growth initiatives that enhance market presence while fostering key partnerships within the entrepreneurial ecosystem. His deep understanding of emerging technologies not only influences his investment decisions but also positions him as a valuable mentor for early-stage companies navigating complex challenges. As he continues to shape businesses through adept guidance and substantial financial insights, he remains integral to advancing transformative solutions in today’s marketplace.
Investment Philosophy & Strategy
The dynamic landscape of technology investments is where Michael Clifton thrives. With a keen eye for identifying transformative opportunities, he actively engages in the growth and development of innovative ventures. His extensive experience as an investor-operator enables him to navigate complex market dynamics with agility. Fostering strategic alliances and executing effective business models, he empowers startups to realize their full potential. This focus on operational execution not only drives value creation but also cultivates sustainable competitive advantages in rapidly evolving sectors. Emphasizing mentorship, he instills confidence in burgeoning entrepreneurs aiming for impactful change.
The dynamic landscape of technology investments is where Michael Clifton thrives. With a keen eye for identifying transformative opportunities, he actively engages in the growth and development of innovative ventures. His extensive experience as an investor-operator enables him to navigate complex market dynamics with agility. Fostering strategic alliances and executing effective business models, he empowers startups to realize their full potential. This focus on operational execution not only drives value creation but also cultivates sustainable competitive advantages in rapidly evolving sectors. Emphasizing mentorship, he instills confidence in burgeoning entrepreneurs aiming for impactful change.
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:
61.57%
Gain +0.72%
Monthly
0.95%
Yearly
12.05%
Drawdown
16.23%
$907.65M
Equity
Holdings
$907.65M
Investment
$852.61M
$310.05M
Profit +$6.37M
Realized
$255.01M
Unrealized
$55.04M
Dividends
$75.25M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.72%
Profit
$6.37M
Win %
62%
This Week
Compared To Last Week
Gain
0.71%
Profit
$6.37M
Win %
62%
This Month
Compared to last month
Gain
1.17%
Profit
$10.5M
Win %
62%
This Year
Compared to last year
Gain
-1.65%
Profit
-$15.2M
Win %
75%
IWP iShares Russell Mid-Cap Growth ETF
+1.62%
+$569,577.28 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.56%
+$151,250.78 
VONG Vanguard Russell 1000 Growth ETF
+1.41%
+$553,515.23 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.36%
+$580,794.6 
PAVE Global X U.S. Infrastructure Development ETF
+1.23%
+$377,452.89 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.18%
+$249,014.37 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.17%
+$359,675.47 
AVUV Avantis U.S. Small Cap Value ETF
+0.87%
+$96,204.65 
AVLC Avantis U.S. Large Cap Equity ETF
+0.87%
+$580,668.43 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.81%
+$480,825.45 
MDYV State Street SPDR S&P 400 Mid Cap Value ETF
+0.77%
+$424,653.84 
AVLV Avantis U.S. Large Cap Value ETF
+0.73%
+$89,342.48 
AVDE Avantis International Equity Fund Institutional Class
+0.69%
+$250,348.88 
AVRE Avantis Real Estate ETF
+0.67%
+$9,966.49 
EFV iShares MSCI EAFE Value ETF
+0.63%
+$426,357 
EFG iShares MSCI EAFE Growth ETF
+0.58%
+$363,030.14 
REET iShares Global REIT ETF
+0.54%
+$64,694.94 
IVE iShares S&P 500 Value ETF
+0.41%
+$749,117.12 
VONV Vanguard Russell 1000 Value ETF
+0.39%
+$33,847.35 
AVIG Avantis Core Fixed Income ETF
+0.17%
+$52,791.48 
BND Vanguard Total Bond Market ETF
+0.17%
+$12,558.08 
IGF iShares Global Infrastructure ETF
+0.16%
+$32,087.41 
AVSF Avantis Short-Term Fixed Income ETF
+0.02%
+$3,316.54 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$563.8 Events
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Dividends
Dividend Analysis
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| Trades 287 | Longs Won 229/287 79% | Profit Factor 11.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.71M |
| Average Win $1.48M | Best Trade (Mar 30) $45.85M | Sharpe Ratio -7.99 |
| Average Loss -$517,227 | Worst Trade (Oct 22) -$4.26M | Z-Score -1.66 (91.4%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $1.08M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,754 | 1,579 | 1,404 | 1,228 | 1,053 | 877 | 702 | 526 | 351 | 175 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AVDE Avantis International Equity Fund Institutional Class | 410,408 | $23.18M | $36.67M | - | $13.49M | 58.18% | +0.687% |
 AVEM Avantis Emerging Markets Equity ETF | 112,790 | $8.38M | $9.84M | - | $1.47M | 17.53% | -0.246% |
| AVIG Avantis Core Fixed Income ETF | 754,164 | $31.05M | $30.19M | - | -$853,989.46 | -2.75% | +0.175% |
| AVLC Avantis U.S. Large Cap Equity ETF | 739,705 | $48.48M | $67.21M | - | $18.73M | 38.63% | +0.872% |
| AVLV Avantis U.S. Large Cap Value ETF | 131,386 | $8.32M | $12.29M | - | $3.97M | 47.72% | +0.732% |
| AVRE Avantis Real Estate ETF | 32,677 | $1.53M | $1.5M | - | -$32,862.32 | -2.15% | +0.671% |
| AVSF Avantis Short-Term Fixed Income ETF | 335,004 | $15.68M | $15.35M | - | -$328,645 | -2.1% | +0.022% |
| AVUV Avantis U.S. Small Cap Value ETF | 90,333 | $8.31M | $11.12M | - | $2.81M | 33.83% | +0.873% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 56,380 | $5.17M | $5.17M | - | $0.2 | - | +0.011% |
| BND Vanguard Total Bond Market ETF | 105,886 | $7.77M | $7.55M | - | -$221,449.72 | -2.85% | +0.167% |
| DTCR Global X Data Center & Digital Infrastructure ETF | 381,561 | $11.59M | $9.85M | - | -$1.73M | -14.96% | +1.559% |
| EFG iShares MSCI EAFE Growth ETF | 529,971 | $64.42M | $62.77M | - | -$1.65M | -2.57% | +0.582% |
| EFV iShares MSCI EAFE Value ETF | 852,714 | $58.56M | $67.65M | - | $9.09M | 15.53% | +0.634% |
 IBIT iShares Bitcoin Trust ETF | 195,107 | $6.5M | $8.89M | - | $2.39M | 36.83% | -0.892% |
 IEMG iShares Core MSCI Emerging Markets ETF | 278,205 | $18.78M | $21.01M | - | $2.23M | 11.87% | -0.297% |
| IGF iShares Global Infrastructure ETF | 306,763 | $20.43M | $19.86M | - | -$566,100.65 | -2.77% | +0.162% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 400,548 | $47.06M | $43.36M | - | -$3.71M | -7.88% | +1.358% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 131,406 | $23.47M | $21.43M | - | -$2.04M | -8.69% | +1.176% |
| IVE iShares S&P 500 Value ETF | 760,525 | $172.68M | $181.85M | - | $9.16M | 5.3% | +0.414% |
| IWP iShares Russell Mid-Cap Growth ETF | 264,305 | $31.11M | $35.67M | - | $4.56M | 14.66% | +1.623% |
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FAQ
Which stocks have generated the highest profits for Michael Clifton?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Morningstar Value ETF - $63.39M, Avantis U.S. Equity ETF - $38.86M, iShares Russell 1000 Value ETF - $33.22M, iShares Russell 2000 Value ETF - $20.8M, and Vanguard Mid-Cap Growth ETF - $16.25M. 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: Vanguard Small-Cap Growth ETF - $2.1M, Vanguard Small-Cap Value ETF - $968,947.35, and Vanguard International High Dividend Yield ETF - $15,544.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Clifton's portfolio generate?
The portfolio generates substantial dividend income, with a total of $75.25M earned over time. The largest contributors to dividend income include Vanguard Morningstar Value ETF - $12.76M, Avantis Core Fixed Income ETF - $7.45M, iShares Russell 1000 Value ETF - $4.6M, Avantis International Equity Fund Institutional Class - $4.32M, and Vanguard Total Bond Market ETF - $3.71M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Clifton's monthly returns?
Michael Clifton'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 Michael Clifton's strategy be considered aggressive or moderate?
Michael Clifton'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 Michael Clifton's strategy?
Michael Clifton'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.
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