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:
111.31%
Gain +1.88%
Monthly
1.37%
Yearly
17.71%
Drawdown
21.71%
$309.76M
Equity
Holdings
$309.76M
Investment
$196.42M
$113.14M
Profit +$3.54M
Realized
-$204,651.58
Unrealized
$113.35M
Dividends
$5.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.88%
Profit
$3.54M
Win %
89%
This Week
Compared To Last Week
Gain
2.44%
Profit
$7.39M
Win %
89%
This Month
Compared to last month
Gain
2.44%
Profit
$7.39M
Win %
89%
This Year
Compared to last year
Gain
19.31%
Profit
$50.14M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$4.33M 
GOOG Alphabet Inc
+6.88%
+$1.83M 
GOOGL Alphabet Inc
+6.73%
+$22,290.24 
ANET Arista Networks, Inc.
+5.46%
+$21,225.76 
META Meta Platforms Inc Class A
+3.28%
+$86,278.36 
MSFT Microsoft Corp.
+3.02%
+$372,030.03 
NVDA NVIDIA Corporation
+2.93%
+$623,789.71 
PANW Palo Alto Networks, Inc.
+1.89%
+$33,216.15 
LMT Lockheed Martin Corporation
+1.5%
+$60,332.33 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$8,944.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$26,572.8 
NOC Northrop Grumman Corporation
+1.43%
+$43,719.9 
VUG Vanguard Growth ETF
+1.1%
+$4,157.1 
TSLA Tesla, Inc.
+0.76%
+$44,539.9 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,608.13 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,285.39 
CAT Caterpillar Inc.
+0.7%
+$1,757.7 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,565.12 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$5,633.99 
PLTR Palantir Technologies Inc.
+0.65%
+$22,843.14 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,889.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,704.02 
RTX RTX Corporation
+0.39%
+$4,769.52 
AVGO Broadcom Inc.
+0.37%
+$20,528.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$32,040.36 
JPM JPMorgan Chase & Co.
+0.27%
+$5,218.88 
SLF Sun Life Financial Inc.
+0.22%
+$576.18 
JNJ Johnson & Johnson
+0.21%
+$838.46 
WM Waste Management, Inc.
+0.1%
+$6,182.88 
WMT Walmart Inc.
+0.09%
+$198.2 
AEP American Electric Power Company, Inc.
+0.06%
+$193.97 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$9.21M 
NFLX Netflix, Inc.
-2%
-$16,787.08 
GLD SPDR Gold Shares
-1.49%
-$5,260.31 
DPZ Domino's Pizza Inc.
-1.37%
-$3,525.73 
NEE NextEra Energy, Inc.
-1.15%
-$21,535.22 
PLD Prologis Inc.
-1.08%
-$3,964.22 
MA Mastercard Incorporated
-0.74%
-$50,043.8 
DUK Duke Energy Corporation
-0.67%
-$3,092.04 
WEC WEC Energy Group Inc.
-0.57%
-$2,386.45 
LLY Eli Lilly and Company
-0.53%
-$4,726.23 
FTCS First Trust Capital Strength ETF
-0.51%
-$1,345.89 
HD The Home Depot, Inc.
-0.42%
-$19,465.84 
SDY SPDR S&P Dividend ETF
-0.28%
-$908.16 
COST Costco Wholesale Corporation
-0.24%
-$12,111.2 
EXR Extra Space Storage Inc.
-0.12%
-$315.21 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,640.35 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,000.54 
V Visa Inc. Class A
-0.04%
-$3,306.7 Events
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Dividends
Dividend Analysis
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| Trades 646 | Longs Won 431/646 66% | Profit Factor 23.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.4M |
| Average Win $274,255.34 | Best Trade (Aug 07) $27.35M | Sharpe Ratio -10.64 |
| Average Loss -$23,547.49 | Worst Trade (Aug 02) -$743,125.3 | Z-Score 16.02 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 4d | Expectancy $175,141.4 |
| 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% | 0.29% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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: Vanguard Large-Cap Index Fund ETF Shares - $914,144.48, Alphabet Inc - $803,586.87, Apple Inc - $636,762.24, The Home Depot, Inc - $590,782.03, and Vanguard Short-Term Corporate Bond ETF - $561,045.03. 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 - $244,420.73, 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 $5.3M earned over time. The largest contributors to dividend income include Apple Inc - $608,462.18, Vanguard Short-Term Corporate Bond ETF - $571,066.92, The Home Depot, Inc - $518,661.27, Vanguard Short-Term Treasury Fund - $493,558.91, and Lockheed Martin Corporation - $361,936.4. 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 appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
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.
