Conor Sheridan Portfolio

Invests via Sheridan Capital Management LLC | Managed by Conor Sheridan

Invests via Sheridan Capital Management LLC

Managed by Conor Sheridan

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Conor Sheridan Profile

Conor Sheridan is a seasoned investment professional known for his substantial contributions in growth-stage companies across the technology sector. With a robust background in entrepreneurial ventures, he has successfully led numerous initiatives focused on product innovation and market expansion. His experience encompasses operational leadership roles that emphasize strategic execution and team building. Drawing from deep industry knowledge, he leverages insights into market dynamics to drive business transformation and performance optimization. Conor's relevance stems not only from his direct impact on enterprise success but also from fostering sustainable practices within evolving markets.

Investment Philosophy & Strategy

Growth opportunities within the technology landscape captivate Conor Sheridan, driving his focus on harnessing innovation for scaling companies. He adopts a proactive investment approach that emphasizes identifying and cultivating emerging technologies poised for disruption. By leveraging an entrepreneurial mindset alongside operational acumen, he champions transformative projects aimed at enhancing product offerings and expanding market reach. Strategic partnerships and collaborative initiatives play a crucial role in his philosophy, allowing him to navigate competitive pressures while maximizing value creation. In essence, his investment strategy is characterized by agility and a keen understanding of industry trajectories.

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:

26.86%

Gain +0.81%

Monthly

0.81%

Yearly

10.18%

Drawdown

12.36%

$206.93M

Equity

Holdings

$206.93M

Investment

$169.64M

$46.02M

Profit +$1.84M

Realized

$8.72M

Unrealized

$37.29M

Dividends

$8.32M

Goals

Avg. 53% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.81%

Profit

$1.84M

Win %

80%

This Week

Compared To Last Week

Gain

0.9%

Profit

$1.84M

Win %

80%

This Month

Compared to last month

Gain

-0.21%

Profit

-$436,681.85

Win %

80%

This Year

Compared to last year

Gain

0.3%

Profit

$1.35M

Win %

78%

Gainers
Losers

XCEM Columbia EM Core ex-China ETF

+3.87%

+$46,843.26

VGT Vanguard Information Technology ETF

+3.41%

+$252,013.6

NVDA NVIDIA Corporation

+3.21%

+$10,056.34

QQQ Invesco QQQ Trust, Series 1

+3.08%

+$46,955

GOOGL Alphabet Inc

+2.76%

+$17,181.46

MGK Vanguard Mega Cap Growth ETF

+2.64%

+$95,447.2

IAU iShares Gold Trust

+2.6%

+$23,840.38

IWF iShares Russell 1000 Growth ETF

+2.15%

+$746,878.16

DYNF iShares U.S. Equity Factor Rotation Active ETF

+1.91%

+$104,442.9

MGC Vanguard Mega Cap ETF

+1.81%

+$34,680.24

OEF iShares S&P 100 ETF

+1.77%

+$4,302.37

AAPL Apple Inc.

+1.73%

+$28,860.62

IVV iShares Core S&P 500 ETF

+1.46%

+$29,262.01

IWV ISHARES RUSSELL 3000 ETF

+1.41%

+$123,848.79

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.12%

+$8,640.07

QUAL iShares MSCI USA Quality Factor ETF

+0.95%

+$61,287.38

URTH iShares MSCI World ETF

+0.71%

+$19,184.88

JKF iShares Morningstar Large-Cap Value ETF

+0.69%

+$38,947.3

MGV Vanguard Mega Cap Value ETF

+0.69%

+$165,592.02

BTHM iShares U.S. Thematic Rotation Active ETF

+0.54%

+$15,010.03

WSM Williams-Sonoma, Inc.

+0.36%

+$1,128.81

PYLD PIMCO Multisector Bond Active ETF

+0.21%

+$71,594.6

USMV iShares MSCI USA Min Vol Factor ETF

+0.18%

+$4,517.67

BOND PIMCO Active Bond Exchange-Traded Fund

+0.16%

+$19,723.48

VTEB Vanguard Tax-Exempt Bond ETF

+0.13%

+$783.25

IUSB iShares Core Universal USD Bond ETF

+0.1%

+$3,069.97

AGG iShares Core U.S. Aggregate Bond ETF

+0.07%

+$15,890.21

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.02%

+$580.68

SGOV iShares 0-3 Month Treasury Bond ETF

+0.02%

+$798.72

VTEI

IEFA iShares Core MSCI EAFE ETF

-0.97%

-$82,082.25

Events

Dividends

Dividend Analysis

No Data

Trades 259	Longs Won 188/259 72%	Profit Factor 37.09
Profitability	Shorts Won 0/0 0%	Standard Deviation $972,237.93
Average Win $251,553.19	Best Trade (Jun 15) $12.12M	Sharpe Ratio -9.8
Average Loss -$17,959.71	Worst Trade (Jun 10) -$575,643.37	Z-Score 5.55 (100%)
Commissions $0	Avg. Trade Length 1y 3w 3d	Expectancy $177,671.27

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%	0.03%
Consecutive Losing Trades	11,494	10,345	9,195	8,046	6,897	5,747	4,598	3,448	2,299	1,149