Conor Sheridan Portfolio
Invests via Sheridan Capital Management LLC | Managed by Conor Sheridan
Invests via Sheridan Capital Management LLC
Managed by Conor Sheridan
Automatically Tracked
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.
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.
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:
36.03%
Gain +0.19%
Monthly
0.92%
Yearly
11.66%
Drawdown
13.89%
$206.8M
Equity
Holdings
$206.8M
Investment
$171.3M
$44.39M
Profit +$343,562.33
Realized
$8.88M
Unrealized
$35.51M
Dividends
$10.33M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$343,562.33
Win %
69%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.41M
Win %
69%
This Month
Compared to last month
Gain
0.42%
Profit
$867,494.58
Win %
69%
This Year
Compared to last year
Gain
-0.48%
Profit
-$1M
Win %
69%
WSM Williams-Sonoma, Inc.
+2.38%
+$8,149.8 
IAU iShares Gold Trust
+1.37%
+$11,246.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.9%
+$26,337.31 
VTEB Vanguard Tax-Exempt Bond ETF
+0.85%
+$4,880.25 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.81%
+$95,319.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.75%
+$158,400.29 
MGV Vanguard Mega Cap Value ETF
+0.74%
+$187,207.2 
ILCV iShares Morningstar Value ETF
+0.71%
+$42,673.4 
IUSB iShares Core Universal USD Bond ETF
+0.61%
+$18,608.26 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.6%
+$6,914.34 
AAPL Apple Inc.
+0.53%
+$10,435.94 
IEFA iShares Core MSCI EAFE ETF
+0.42%
+$34,314.43 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$140,255.95 
GOOGL Alphabet Inc
+0.33%
+$1,957.14 
QUAL iShares MSCI USA Quality Factor ETF
+0.31%
+$20,262.03 
GOOG Alphabet Inc
+0.31%
+$803.26 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$4,949.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$791.92 
IWV ISHARES RUSSELL 3000 ETF
+0.1%
+$8,488.83 
URTH iShares MSCI World ETF
+0.02%
+$651.11 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
NVDA NVIDIA Corporation
-1.94%
-$6,546.54 
VGT Vanguard Information Technology ETF
-1.16%
-$93,629.25 
IWF iShares Russell 1000 Growth ETF
-0.75%
-$271,732.05 
QQQ Invesco QQQ Trust, Series 1
-0.7%
-$11,298.23 
MGK Vanguard Mega Cap Growth ETF
-0.66%
-$25,240.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.33%
-$18,536.85 
THRO iShares U.S. Thematic Rotation Active ETF
-0.31%
-$8,725.52 
OEF iShares S&P 100 ETF
-0.15%
-$386.28 
MGC Vanguard Mega Cap ETF
-0.13%
-$2,537.09 
IVV iShares Core S&P 500 ETF
-0.02%
-$452.61 Events
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Dividends
Dividend Analysis
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| Trades 286 | Longs Won 197/286 68% | Profit Factor 11.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $934,876.25 |
| Average Win $246,357.48 | Best Trade (Oct 14) $12.57M | Sharpe Ratio -9.89 |
| Average Loss -$46,587.38 | Worst Trade (Oct 14) -$1.5M | Z-Score 2.89 (99.61%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $155,196.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 4,444 | 4,000 | 3,556 | 3,111 | 2,667 | 2,222 | 1,778 | 1,333 | 889 | 444 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,734 | $1.11M | $1.98M | - | $865,610.1 | 77.89% | +0.531% |
| AGG iShares Core U.S. Aggregate Bond ETF | 223,099 | $22.18M | $21.31M | - | -$871,881.5 | -3.93% | +0.749% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 135,205 | $12.5M | $11.9M | - | -$604,242.33 | -4.83% | +0.808% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 80,595 | $4.77M | $5.58M | - | $806,753.77 | 16.91% | -0.331% |
| GOOG Alphabet Inc | 765 | $270,297 | $263,695.5 | - | -$6,601.5 | -2.44% | +0.306% |
| GOOGL Alphabet Inc | 1,732 | $270,124.18 | $604,069.64 | - | $333,945.46 | 123.63% | +0.325% |
| IAU iShares Gold Trust | 10,610 | $772,089.57 | $828,959.3 | - | $56,869.73 | 7.37% | +1.375% |
| IEFA iShares Core MSCI EAFE ETF | 84,727 | $7.4M | $8.16M | - | $759,577.31 | 10.27% | +0.422% |
| ILCV iShares Morningstar Value ETF | 55,420 | $3.97M | $6.05M | - | $2.08M | 52.25% | +0.711% |
| IUSB iShares Core Universal USD Bond ETF | 68,945 | $3.18M | $3.07M | - | -$108,878.92 | -3.43% | +0.61% |
| IVV iShares Core S&P 500 ETF | 2,662 | $1.67M | $2.06M | - | $389,449.55 | 23.35% | -0.022% |
| IWF iShares Russell 1000 Growth ETF | 292,185 | $23.25M | $36.04M | - | $12.79M | 55% | -0.748% |
| IWV ISHARES RUSSELL 3000 ETF | 20,455 | $5.81M | $8.91M | - | $3.09M | 53.16% | +0.095% |
| MGC Vanguard Mega Cap ETF | 6,857 | $1.67M | $1.95M | - | $273,319.63 | 16.33% | -0.13% |
| MGK Vanguard Mega Cap Growth ETF | 41,720 | $2.31M | $3.82M | - | $1.51M | 65.4% | -0.656% |
| MGV Vanguard Mega Cap Value ETF | 154,080 | $17.75M | $25.47M | - | $7.72M | 43.5% | +0.74% |
| NVDA NVIDIA Corporation | 1,526 | $284,714.3 | $331,157.26 | - | $46,442.96 | 16.31% | -1.939% |
| OEF iShares S&P 100 ETF | 666 | $165,946.11 | $255,763.98 | - | $89,817.87 | 54.12% | -0.151% |
| PYLD PIMCO Multisector Bond Active ETF | 1.34M | $35.68M | $34.07M | - | -$1.61M | -4.52% | +0.413% |
| QQQ Invesco QQQ Trust, Series 1 | 2,211 | $948,340.44 | $1.6M | - | $652,069.8 | 68.76% | -0.701% |
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FAQ
Which stocks have generated the highest profits for Conor Sheridan?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Growth ETF - $6.14M, PIMCO Multisector Bond Active ETF - $2.18M, iShares Core U.S. Aggregate Bond ETF - $2M, PIMCO Active Bond Exchange-Traded Fund - $1.55M, and Vanguard Mega Cap Value ETF - $1.51M. 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: iShares 20+ Year Treasury Bond ETF - $157,372.92, The Cigna Group - $57,580.14, Meta Platforms Inc Class A - $38,727.65, Alphabet Inc - $17,607.15, and Williams-Sonoma, Inc - $16,679.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Conor Sheridan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.33M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $2.18M, iShares Core U.S. Aggregate Bond ETF - $2.01M, PIMCO Active Bond Exchange-Traded Fund - $1.56M, Vanguard Mega Cap Value ETF - $1.16M, and iShares Russell 1000 Growth ETF - $431,051.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Conor Sheridan's monthly returns?
Conor Sheridan's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Conor Sheridan's strategy be considered aggressive or moderate?
Conor Sheridan'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 Conor Sheridan's strategy?
Conor Sheridan'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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