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
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.
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.
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:
115.79%
Gain -0.34%
Monthly
1.3%
Yearly
16.74%
Drawdown
21.71%
$262.44M
Equity
Holdings
$262.44M
Investment
$168.82M
$112.88M
Profit -$369,892.77
Realized
$19.26M
Unrealized
$93.61M
Dividends
$5.64M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$369,892.77
Win %
81%
This Week
Compared To Last Week
Gain
1.75%
Profit
$4.51M
Win %
81%
This Month
Compared to last month
Gain
2.24%
Profit
$5.74M
Win %
81%
This Year
Compared to last year
Gain
9%
Profit
$21.66M
Win %
81%
WMT Walmart Inc.
+2.49%
+$5,331.58 
NFLX Netflix, Inc.
+2.35%
+$17,525.04 
HD The Home Depot, Inc.
+2.32%
+$89,755.64 
PLTR Palantir Technologies Inc.
+1.87%
+$109,982.6 
NOC Northrop Grumman Corporation
+1.69%
+$46,933.32 
RTX RTX Corporation
+1.62%
+$18,678.81 
V Visa Inc. Class A
+1.58%
+$137,309.53 
MA Mastercard Incorporated
+1.47%
+$96,150.27 
LMT Lockheed Martin Corporation
+1.22%
+$42,315.09 
PLD Prologis Inc.
+1.05%
+$2,933.26 
SLF Sun Life Financial Inc.
+0.92%
+$2,240.7 
AAPL Apple Inc.
+0.78%
+$467,351.2 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$58,851.62 
COST Costco Wholesale Corporation
+0.69%
+$34,958.53 
SDY SPDR S&P Dividend ETF
+0.6%
+$1,847.64 
GLD SPDR Gold Shares
+0.51%
+$1,806.48 
WM Waste Management, Inc.
+0.39%
+$22,824.18 
DUK Duke Energy Corporation
+0.19%
+$828.08 
AEP American Electric Power Company, Inc.
+0.03%
+$83.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.02%
+$595.67 
MU Micron Technology, Inc.
-3.61%
-$11,104.92 
AMD Advanced Micro Devices, Inc.
-3.49%
-$9,425.9 
LLY Eli Lilly and Company
-3.15%
-$29,313.25 
AVGO Broadcom Inc.
-3.13%
-$178,113.75 
ANET Arista Networks, Inc.
-2.31%
-$11,329.5 
CAT Caterpillar Inc.
-2.19%
-$5,514.91 
NVDA NVIDIA Corporation
-2.05%
-$540,757.62 
TSLA Tesla, Inc.
-1.75%
-$128,705.03 
QQQ Invesco QQQ Trust, Series 1
-1.25%
-$16,747.64 
JNJ Johnson & Johnson
-1.21%
-$4,948.55 
PANW Palo Alto Networks, Inc.
-1.19%
-$26,676.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.06%
-$21,313.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.04%
-$6,585.48 
CRWD CrowdStrike Holdings, Inc.
-0.74%
-$2,726.48 
MSFT Microsoft Corp.
-0.65%
-$90,983.66 
META Meta Platforms Inc Class A
-0.65%
-$23,732.28 
AMZN Amazon.com Inc
-0.64%
-$267,510.61 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.55%
-$4,694.39 
IVV iShares Core S&P 500 ETF
-0.53%
-$2,064.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.53%
-$1,579.75 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$6,560.79 
GOOGL Alphabet Inc
-0.51%
-$1,672.94 
VOO Vanguard S&P 500 ETF
-0.49%
-$2,369.27 
GOOG Alphabet Inc
-0.46%
-$124,912 
IWM iShares Russell 2000 ETF
-0.44%
-$956.95 
NEE NextEra Energy, Inc.
-0.34%
-$5,535.62 
VRT Vertiv Holdings Co
-0.33%
-$528.81 
JPM JPMorgan Chase & Co.
-0.18%
-$3,606.26 
IBM International Business Machines Corporation
-0.06%
-$94.24 
WEC WEC Energy Group Inc.
-0.06%
-$227.28 
EXR Extra Space Storage Inc.
-0.02%
-$44.87 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$161.7 Events
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Dividends
Dividend Analysis
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| Trades 688 | Longs Won 442/688 64% | Profit Factor 22.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $267,041.41 | Best Trade (Oct 08) $17.96M | Sharpe Ratio -10.72 |
| Average Loss -$20,956.56 | Worst Trade (Dec 31) -$220,260.36 | Z-Score 10.75 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1d | Expectancy $164,065.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 178,379 | $38.98M | $60.52M | - | $21.54M | 55.27% | +0.778% |
| AEP American Electric Power Company, Inc. | 2,771 | $252,647.04 | $338,366.81 | - | $85,719.77 | 33.93% | +0.025% |
| AMD Advanced Micro Devices, Inc. | 418 | $242,820.37 | $260,543.58 | - | $17,723.21 | 7.3% | -3.491% |
| AMZN Amazon.com Inc | 161,150 | $29.78M | $41.62M | - | $11.84M | 39.76% | -0.639% |
| ANET Arista Networks, Inc. | 2,275 | $235,636.78 | $479,683.75 | - | $244,046.97 | 103.57% | -2.307% |
| AVGO Broadcom Inc. | 15,120 | $3.9M | $5.51M | - | $1.62M | 41.47% | -3.129% |
| BRK-B Berkshire Hathaway Inc. | 16,439 | $6.02M | $8.38M | - | $2.36M | 39.2% | +0.707% |
| CAT Caterpillar Inc. | 310 | $219,622.6 | $246,772.4 | - | $27,149.8 | 12.36% | -2.186% |
| COST Costco Wholesale Corporation | 5,399 | $3.89M | $5.12M | - | $1.23M | 31.76% | +0.687% |
| CRWD CrowdStrike Holdings, Inc. | 1,384 | $264,046.44 | $364,642.48 | - | $100,596.04 | 38.1% | -0.742% |
| DUK Duke Energy Corporation | 3,764 | $382,531.7 | $435,570.08 | - | $53,038.38 | 13.87% | +0.19% |
| EXR Extra Space Storage Inc. | 1,795 | $282,062.86 | $236,356.62 | - | -$45,706.24 | -16.2% | -0.019% |
| GLD SPDR Gold Shares | 936 | $311,359 | $353,630.16 | - | $42,271.16 | 13.58% | +0.513% |
| GOOG Alphabet Inc | 78,070 | $11.09M | $26.99M | - | $15.91M | 143.48% | -0.461% |
| GOOGL Alphabet Inc | 932 | $226,569.2 | $324,993.06 | - | $98,423.86 | 43.44% | -0.512% |
| HD The Home Depot, Inc. | 13,548 | $4.29M | $3.96M | - | -$333,161.21 | -7.76% | +2.318% |
| IBM International Business Machines Corporation | 725 | $203,877.24 | $159,775.5 | - | -$44,101.74 | -21.63% | -0.059% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 1,775 | $167,221.68 | $298,892.25 | - | $131,670.57 | 78.74% | -0.526% |
| IVV iShares Core S&P 500 ETF | 498 | $243,491.16 | $386,664.63 | - | $143,173.47 | 58.8% | -0.531% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 13,840 | $1.06M | $2M | - | $940,704.8 | 88.99% | -1.056% |
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FAQ
Which stocks have generated the highest profits for Edward A. McDonough?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $19.46M, Alphabet Inc - $1.13M, Vanguard Large-Cap Index Fund ETF Shares - $917,994.27, The Home Depot, Inc - $646,676.47, and Vanguard Short-Term Corporate Bond ETF - $581,022.28. 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: The Walt Disney Company - $580,432.95, Adobe Inc - $347,419.02, American Water Works Company, Inc - $321,943.99, Extra Space Storage Inc - $242,109.32, and Tesla, Inc - $192,944.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Edward A. McDonough's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.64M earned over time. The largest contributors to dividend income include Apple Inc - $656,624.51, Vanguard Short-Term Corporate Bond ETF - $591,044.17, The Home Depot, Inc - $550,228.11, Vanguard Short-Term Treasury Fund - $504,540.34, and Lockheed Martin Corporation - $385,927.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Edward A. McDonough's monthly returns?
Edward A. McDonough'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 Edward A. McDonough's strategy be considered aggressive or moderate?
Edward A. McDonough'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 Edward A. McDonough's strategy?
Edward A. McDonough'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.
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