EAM

Edward A. McDonough Portfolio

Invests via McDonough Capital Management Inc. | Managed by Edward A. McDonough

Invests via McDonough Capital Management Inc.

Managed by Edward A. McDonough

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:09 PM

Edward A. McDonough Profile

With a robust foundation in finance and extensive leadership experience, Edward A. McDonough has significantly impacted the investment landscape. His career spans over two decades, primarily focused on strategic growth initiatives within public and private sectors. Known for his acumen in corporate governance, he plays a vital role in overseeing boards of various organizations that emphasize sustainability and innovation. He has been instrumental in navigating complex regulatory frameworks while spearheading initiatives aimed at enhancing shareholder value. His educational background complements his practical insights into market dynamics, making him a sought-after advisor among entrepreneurs seeking to scale their ventures.

Investment Philosophy & Strategy

Innovation and sustainability are central to Edward A. McDonough's investment approach, informed by his extensive experience in leadership roles across varied sectors. With a keen focus on supporting growth-oriented companies, he evaluates opportunities that promise both financial returns and positive societal impact. His strategic insights into market trends enable the identification of potential disruptors within traditional industries. Emphasizing corporate governance practices, he advocates for responsible management structures that align with long-term goals while maximizing shareholder value. This blend of forward-thinking strategies shapes how investments are made and nurtured.

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:

46.08%

Gain -0.43%

Monthly

0.58%

Yearly

7.16%

Drawdown

17.76%

$288.94M

Equity

Holdings

$288.94M

Investment

$196.42M

$92.61M

Profit -$1.55M

Realized

$93,170.28

Unrealized

$92.52M

Dividends

$5.09M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.43%

Profit

-$1.55M

Win %

84%

This Week

Compared To Last Week

Gain

-3.98%

Profit

-$11.98M

Win %

84%

This Month

Compared to last month

Gain

-5.83%

Profit

-$17.89M

Win %

84%

This Year

Compared to last year

Gain

-0.13%

Profit

$53,158.07

Win %

82%

Gainers
Losers

ANET Arista Networks, Inc.

+4.37%

+$15,561.02

DPZ Domino's Pizza Inc.

+3.74%

+$8,561.43

JPM JPMorgan Chase & Co.

+2.3%

+$40,085.5

TSLA Tesla, Inc.

+1.88%

+$141,642.05

CAT Caterpillar Inc.

+1.48%

+$4,129.2

NEE NextEra Energy, Inc.

+1.3%

+$23,560.81

JNJ Johnson & Johnson

+1.07%

+$4,034.1

PLD Prologis Inc.

+1.06%

+$3,914.04

V Visa Inc. Class A

+1.05%

+$78,894.42

SLF Sun Life Financial Inc.

+1.03%

+$2,512.78

SDY SPDR S&P Dividend ETF

+0.82%

+$2,549.04

VYM Vanguard High Dividend Yield ETF

+0.8%

+$2,382.97

HD The Home Depot, Inc.

+0.73%

+$33,469.42

COST Costco Wholesale Corporation

+0.72%

+$37,130.88

MA Mastercard Incorporated

+0.7%

+$39,917.13

BRK-B Berkshire Hathaway Inc.

+0.69%

+$57,707.27

DUK Duke Energy Corporation

+0.64%

+$2,926.39

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$7,960.96

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.62%

+$1,775

AEP American Electric Power Company, Inc.

+0.59%

+$2,105.96

IVV iShares Core S&P 500 ETF

+0.58%

+$2,154.31

VOO Vanguard S&P 500 ETF

+0.58%

+$2,656.69

SPY SPDR S&P 500 ETF Trust

+0.57%

+$6,818.74

GOOGL Alphabet Inc

+0.56%

+$1,984.01

VV Vanguard Large-Cap Index Fund ETF Shares

+0.49%

+$3,989.7

GOOG Alphabet Inc

+0.46%

+$130,388.2

WMT Walmart Inc.

+0.45%

+$1,080.19

SPYG SPDR Portfolio S&P 500 Growth ETF

+0.45%

+$2,811.9

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$7,612

FTCS First Trust Capital Strength ETF

+0.39%

+$976.43

WEC WEC Energy Group Inc.

+0.33%

+$1,401.56

WM Waste Management, Inc.

+0.29%

+$17,986.84

VUG Vanguard Growth ETF

+0.22%

+$849.3

NVDA NVIDIA Corporation

+0.18%

+$40,420.65

EXR Extra Space Storage Inc.

+0.16%

+$454.23

MSFT Microsoft Corp.

+0.13%

+$14,203.8

GLD SPDR Gold Shares

+0.06%

+$215.27

PANW Palo Alto Networks, Inc.

+0.03%

+$405.07

LLY Eli Lilly and Company

-2.41%

-$21,553.27

PLTR Palantir Technologies Inc.

-2.35%

-$87,946.38

LMT Lockheed Martin Corporation

-1.54%

-$59,073.88

AAPL Apple Inc.

-1.52%

-$1.69M

AMZN Amazon.com Inc

-1.21%

-$351,959.19

NFLX Netflix, Inc.

-1.14%

-$10,693.14

AVGO Broadcom Inc.

-0.94%

-$51,606.86

NOC Northrop Grumman Corporation

-0.4%

-$12,606.11

RTX RTX Corporation

-0.34%

-$3,577.2

META Meta Platforms Inc Class A

-0.23%

-$6,343.95

VGSH Vanguard Short-Term Treasury Fund

-0.03%

-$666.98

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$656.14

Events

Dividends

Dividend Analysis

No Data

Trades 646	Longs Won 412/646 63%	Profit Factor 19.99
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.16M
Average Win $236,620.99	Best Trade (Jun 11) $23.09M	Sharpe Ratio -11.16
Average Loss -$20,838.41	Worst Trade (Dec 31) -$220,260.36	Z-Score 11.51 (100%)
Commissions $0	Avg. Trade Length 2y 1w 5d	Expectancy $143,361.71

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%	0.16%
Consecutive Losing Trades	13,889	12,500	11,111	9,722	8,333	6,944	5,556	4,167	2,778	1,389