MTW
Mary Therese Walsh Portfolio
Invests via WIN ADVISORS Inc. | Managed by Mary Therese Walsh, Denis Stephen Walsh
Invests via WIN ADVISORS Inc.
Managed by Mary Therese Walsh, Denis Stephen Walsh
Automatically Tracked
Mary Therese Walsh Profile
With a robust background in finance and corporate leadership, Mary Therese Walsh stands out as an accomplished executive and strategic advisor. She has held pivotal roles across multiple high-growth organizations, driving initiatives that enhance operational efficiency and market competitiveness. Her extensive experience in developing cross-functional teams enables her to influence significant organizational change effectively. Known for fostering strong client relationships, she plays a vital role in navigating complex business landscapes while guiding corporations toward sustainable growth avenues. Walsh’s insights into financial structuring make her a key contributor to the evolution of modern business practices.
With a robust background in finance and corporate leadership, Mary Therese Walsh stands out as an accomplished executive and strategic advisor. She has held pivotal roles across multiple high-growth organizations, driving initiatives that enhance operational efficiency and market competitiveness. Her extensive experience in developing cross-functional teams enables her to influence significant organizational change effectively. Known for fostering strong client relationships, she plays a vital role in navigating complex business landscapes while guiding corporations toward sustainable growth avenues. Walsh’s insights into financial structuring make her a key contributor to the evolution of modern business practices.
Investment Philosophy & Strategy
Mary Therese Walsh approaches investment opportunities with a focus on operational excellence and strategic growth. Leveraging her extensive leadership experience, she seeks to identify companies poised for transformative initiatives that enhance their competitive edge. By emphasizing strong organizational frameworks, she nurtures cross-functional collaboration and client engagement, ultimately steering firms towards sustainable financial practices. Her unique ability to navigate complex market dynamics enables her to evaluate investments through a lens of long-term value creation, making informed decisions that reflect both risk tolerance and opportunity potential.
Mary Therese Walsh approaches investment opportunities with a focus on operational excellence and strategic growth. Leveraging her extensive leadership experience, she seeks to identify companies poised for transformative initiatives that enhance their competitive edge. By emphasizing strong organizational frameworks, she nurtures cross-functional collaboration and client engagement, ultimately steering firms towards sustainable financial practices. Her unique ability to navigate complex market dynamics enables her to evaluate investments through a lens of long-term value creation, making informed decisions that reflect both risk tolerance and opportunity potential.
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:
53.61%
Gain +2.6%
Monthly
0.47%
Yearly
5.76%
Drawdown
19.79%
$252.69M
Equity
Holdings
$252.69M
Investment
$213.99M
$16.83M
Profit +$6.13M
Realized
-$21.88M
Unrealized
$38.7M
Dividends
$18.18M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.6%
Profit
$6.13M
Win %
84%
This Week
Compared To Last Week
Gain
2.88%
Profit
$7.06M
Win %
84%
This Month
Compared to last month
Gain
2.88%
Profit
$7.06M
Win %
84%
This Year
Compared to last year
Gain
15.74%
Profit
$34.36M
Win %
74%
VRT Vertiv Holdings Co
+6.18%
+$71,503.79 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$53,198.54 
LITE Lumentum Holdings Inc.
+2.99%
+$8,652.6 
CVX Chevron Corporation
+2.35%
+$6,947.24 
GLW Corning Incorporated
+2.24%
+$66,932.7 
WDC Western Digital Corporation
+2.21%
+$65,655.49 
LNG Cheniere Energy Inc.
+2.13%
+$22,381.67 
JBL Jabil Inc.
+2.12%
+$30,083.7 
KEYS Keysight Technologies, Inc.
+2.04%
+$25,591.9 
OXY Occidental Petroleum Corporation
+2%
+$25,285.12 
HAL Halliburton Company
+1.93%
+$3,857.64 
LMT Lockheed Martin Corporation
+1.5%
+$19,348.46 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$7,289.52 
CIEN Ciena Corporation
+1.34%
+$35,352.89 
WWD Woodward Inc.
+1.25%
+$2,963.61 
AMAT Applied Materials, Inc.
+1.18%
+$19,352.07 
EPS WisdomTree U.S. LargeCap Fund
+1.17%
+$116,996.88 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$29,214.02 
TDY Teledyne Technologies Incorporated
+0.98%
+$11,041.95 
PWB Invesco Large Cap Growth ETF
+0.86%
+$165,022 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$75,243.08 
CNQ Canadian Natural Resources Limited
+0.85%
+$10,414.8 
GEV GE Vernova Inc.
+0.85%
+$29,076.69 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$20,552.87 
TRGP Targa Resources Corp.
+0.76%
+$10,562.09 
CAT Caterpillar Inc.
+0.7%
+$1,927.8 
QLTY GMO U.S. Quality ETF
+0.7%
+$3,634.28 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.7%
+$77,902.11 
GSUS Goldman Sachs MarketBeta U.S.
+0.69%
+$3,741.72 
ILCB iShares Morningstar U.S. Equity ETF
+0.68%
+$115,770.9 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$4,248.6 
CGDV Capital Group Dividend Value ETF
+0.63%
+$83,539.73 
TER Teradyne, Inc.
+0.6%
+$12,434.46 
STX Seagate Technology Holdings plc
+0.52%
+$17,007.94 
FTC First Trust Large Cap Growth Fund
+0.47%
+$21,048.02 
JHML John Hancock Multifactor Large Cap ETF
+0.45%
+$10,706.8 
VLO Valero Energy Corporation
+0.38%
+$1,155.49 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$34,754.04 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.32%
+$9,126.78 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$10,670.79 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+0.27%
+$1,488.82 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,009.5 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$878.01 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$998.78 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$12,107.4 
TPHD Timothy Plan High Dividend Stock ETF
+0.16%
+$1,037.96 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$1,006.96 
DELL Dell Technologies Inc.
+0.14%
+$776.72 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$1,921.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$7,885.17 
GAL SPDR SSGA Global Allocation ETF
+0.08%
+$7,276.56 
PTL Inspire 500 ETF
+0.07%
+$458.75 
AEP American Electric Power Company, Inc.
+0.06%
+$140.21 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.04%
+$1,276 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,651.41 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$353.64 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$231,926.5 
SNDK SanDisk Corporation
-5.09%
-$27,484.86 
LRCX Lam Research Corporation
-1.58%
-$35,912.78 
FCX Freeport-McMoRan Inc.
-1.28%
-$35,814.96 
INTC Intel Corporation
-1.02%
-$5,180.1 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$6,048.95 
TPIF Timothy Plan International ETF
-0.89%
-$5,521.94 
PCAR PACCAR Inc.
-0.81%
-$2,231.28 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$14,082.95 
IYH iShares U.S. Healthcare ETF
-0.7%
-$12,141.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$8,961.9 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$4,712.71 
FDX FedEx Corporation
-0.37%
-$4,762.15 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$32,667.73 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$1,980.92 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$2,698.74 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$804.28 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$8,887.84 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$444.2 Events
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Dividends
Dividend Analysis
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| Trades 1293 | Longs Won 600/1293 46% | Profit Factor 1.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $533,637.88 |
| Average Win $209,119.22 | Best Trade (Aug 10) $4.31M | Sharpe Ratio -10.57 |
| Average Loss -$156,776.51 | Worst Trade (Jun 30) -$5.75M | Z-Score -14.52 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w 5d | Expectancy $13,012.69 |
| 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% | 0.03% | 0.61% | 9.01% |
| Consecutive Losing Trades | 1,613 | 1,452 | 1,290 | 1,129 | 968 | 806 | 645 | 484 | 323 | 161 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Mary Therese Walsh?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $6.48M, iShares Russell Top 200 Growth ETF - $3.24M, American Century U.S. Quality Growth ETF - $3.03M, Invesco S&P 500 Momentum ETF - $2.63M, and Invesco Large Cap Growth ETF - $2.56M. 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: First Trust US Equity Opportunities ETF - $6.06M, iShares MSCI USA ESG Select ETF - $5.58M, iShares MSCI KLD 400 Social ETF - $5.2M, Invesco Dorsey Wright SmallCap Momentum ETF - $3.74M, and First Trust Rising Dividend Achievers ETF - $3.59M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mary Therese Walsh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.18M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $6.23M, WisdomTree Floating Rate Treasury Fund - $1.03M, Goldman Sachs Access Treasury 0-1 Year ETF - $636,273.87, WisdomTree Trust - $475,373.79, and WisdomTree U.S. Quality Dividend Growth Fund - $353,364.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mary Therese Walsh's monthly returns?
Mary Therese Walsh'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 Mary Therese Walsh's strategy be considered aggressive or moderate?
Mary Therese Walsh'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 Mary Therese Walsh's strategy?
Mary Therese Walsh'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.
