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:
42.35%
Gain +0.92%
Monthly
0.3%
Yearly
3.71%
Drawdown
20.08%
$250.84M
Equity
Holdings
$250.84M
Investment
$213.99M
$4.74M
Profit +$2.32M
Realized
-$32.11M
Unrealized
$36.85M
Dividends
$17.16M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.92%
Profit
$2.32M
Win %
84%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$2.38M
Win %
84%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.5M
Win %
84%
This Year
Compared to last year
Gain
-70.4%
Profit
-$141.72M
Win %
86%
STX Seagate Technology Holdings plc
+7.21%
+$239,104.22 
INTC Intel Corporation
+6.48%
+$42,220.6 
WDC Western Digital Corporation
+6.36%
+$187,145.14 
TER Teradyne, Inc.
+5.72%
+$123,213.6 
SNDK SanDisk Corporation
+5.24%
+$41,604.98 
GEV GE Vernova Inc.
+3.65%
+$115,956.93 
LITE Lumentum Holdings Inc.
+3.54%
+$13,171.17 
FCX Freeport-McMoRan Inc.
+3.1%
+$90,863.88 
KEYS Keysight Technologies, Inc.
+3.08%
+$41,912.33 
AMAT Applied Materials, Inc.
+2.63%
+$47,625.57 
JBL Jabil Inc.
+2.15%
+$37,362.77 
OXY Occidental Petroleum Corporation
+1.9%
+$23,817.68 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$71,441.24 
VRT Vertiv Holdings Co
+1.63%
+$24,647.7 
GLW Corning Incorporated
+1.62%
+$63,177.4 
VFMO Vanguard U.S. Momentum Factor Fund
+1.52%
+$198,587.67 
CAT Caterpillar Inc.
+1.48%
+$4,528.8 
PWB Invesco Large Cap Growth ETF
+1.32%
+$264,035.71 
MTZ MasTec, Inc. Common Stock
+1.24%
+$16,768.74 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$123,569.92 
VLO Valero Energy Corporation
+1.2%
+$2,966.41 
LRCX Lam Research Corporation
+1.19%
+$33,085.61 
TRGP Targa Resources Corp.
+1.18%
+$16,597.57 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.18%
+$6,495.47 
DELL Dell Technologies Inc.
+1.13%
+$6,144.41 
DHS WisdomTree U.S. High Dividend Fund
+1.07%
+$92,305.98 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$5,395.8 
PTL Inspire 500 ETF
+0.96%
+$6,216.76 
JMOM JPMorgan U.S. Momentum Factor ETF
+0.92%
+$26,327.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$58,519.1 
TPHD Timothy Plan High Dividend Stock ETF
+0.81%
+$5,041.52 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.81%
+$14,499.24 
PCAR PACCAR Inc.
+0.8%
+$1,942.04 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.78%
+$3,762.9 
CVX Chevron Corporation
+0.75%
+$2,151.78 
FTC First Trust Large Cap Growth Fund
+0.71%
+$32,986.99 
CGDV Capital Group Dividend Value ETF
+0.68%
+$88,929.39 
JHML John Hancock Multifactor Large Cap ETF
+0.68%
+$15,926.36 
SUSL iShares ESG MSCI USA Leaders ETF
+0.67%
+$3,320.11 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$12,162.66 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.63%
+$3,901.97 
PKW Invesco BuyBack Achievers ETF
+0.62%
+$10,395.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$15,123.81 
AEP American Electric Power Company, Inc.
+0.58%
+$1,502.25 
GSUS Goldman Sachs MarketBeta U.S.
+0.58%
+$3,109.3 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$2,759.3 
EPS WisdomTree U.S. LargeCap Fund
+0.51%
+$50,141.52 
CATH Global X S&P 500 Catholic Values ETF
+0.49%
+$3,062.53 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.47%
+$51,935.53 
LNG Cheniere Energy Inc.
+0.46%
+$4,508.82 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.45%
+$4,435.52 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$35,921.33 
JSML Janus Henderson Small Cap Growth Alpha Fund
+0.41%
+$2,516.39 
TDY Teledyne Technologies Incorporated
+0.38%
+$4,112.64 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.36%
+$6,639.1 
QLTY GMO U.S. Quality ETF
+0.34%
+$1,754.49 
GAL SPDR SSGA Global Allocation ETF
+0.31%
+$29,942.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$4,457.18 
TPIF Timothy Plan International ETF
+0.24%
+$1,461.69 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$3,843.95 
CIEN Ciena Corporation
+0.12%
+$3,691.48 
FDX FedEx Corporation
+0.05%
+$745.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,376.17 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$201.07 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$1,292.08 
GSY Invesco Ultra Short Duration ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
LMT Lockheed Martin Corporation
-1.53%
-$18,877.62 
JKD iShares Morningstar Large-Cap ETF
-1.45%
-$244,127.75 
ODFL Old Dominion Freight Line, Inc.
-0.81%
-$16,437.78 
HGER Harbor Commodity All-Weather Fund
-0.59%
-$84,432.06 
HAL Halliburton Company
-0.44%
-$1,106.7 
WWD Woodward Inc.
-0.35%
-$901.68 
CNQ Canadian Natural Resources Limited
-0.28%
-$3,254.62 
IYH iShares U.S. Healthcare ETF
-0.26%
-$4,300.15 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.09%
-$932.2 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.05%
-$1,914 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.05%
-$513.33 Events
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Dividends
Dividend Analysis
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| Trades 1293 | Longs Won 388/1293 30% | Profit Factor 1.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $499,429.14 |
| Average Win $224,289.7 | Best Trade (Jun 10) $21.84M | Sharpe Ratio -9.93 |
| Average Loss -$90,918.08 | Worst Trade (Jun 30) -$5.75M | Z-Score -14.55 (100%) |
| Commissions $0 | Avg. Trade Length 5m 3w | Expectancy $3,668.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.53% | 2.1% | 6.74% | 18.51% | 45.09% |
| Consecutive Losing Trades | 2,762 | 2,486 | 2,210 | 1,934 | 1,657 | 1,381 | 1,105 | 829 | 552 | 276 |
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Returns
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Option values are updated at end of day.
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