CMO
Catherine M. O'Brien Portfolio
Invests via Boxwood Ventures Inc. | Managed by Catherine M. O'Brien
Invests via Boxwood Ventures Inc.
Managed by Catherine M. O'Brien
Automatically Tracked
Catherine M. O'Brien Profile
Catherine M. O'Brien is an accomplished operating executive with significant expertise in managing corporate operations and strategic initiatives within the consumer products sector. Leveraging her extensive background, she has successfully driven growth for several prominent brands through effective leadership and innovation in operational efficiency. Her approach focuses on aligning business processes to meet market demands while enhancing profitability. With a strong track record of executing turnaround strategies and fostering team development, she plays a pivotal role in steering organizations toward their financial goals. As a key figure in organizational transformation, Catherine continues to influence industry standards while building lasting partnerships that support sustainable growth.
Catherine M. O'Brien is an accomplished operating executive with significant expertise in managing corporate operations and strategic initiatives within the consumer products sector. Leveraging her extensive background, she has successfully driven growth for several prominent brands through effective leadership and innovation in operational efficiency. Her approach focuses on aligning business processes to meet market demands while enhancing profitability. With a strong track record of executing turnaround strategies and fostering team development, she plays a pivotal role in steering organizations toward their financial goals. As a key figure in organizational transformation, Catherine continues to influence industry standards while building lasting partnerships that support sustainable growth.
Investment Philosophy & Strategy
The competitive landscape of the consumer products industry requires adaptive strategies and innovative execution. With a robust foundation in operational management, Catherine M. O'Brien emphasizes scalable efficiencies that align with market dynamics. Her commitment to fostering cross-functional teams drives performance enhancement across organizations. Recognizing growth opportunities through value-driven initiatives, she adopts a forward-thinking approach, prioritizing customer satisfaction and brand loyalty as essential components for long-term success. This focus on execution and transformation positions her as a key contributor to achieving strategic objectives while navigating challenges within an ever-evolving marketplace.
The competitive landscape of the consumer products industry requires adaptive strategies and innovative execution. With a robust foundation in operational management, Catherine M. O'Brien emphasizes scalable efficiencies that align with market dynamics. Her commitment to fostering cross-functional teams drives performance enhancement across organizations. Recognizing growth opportunities through value-driven initiatives, she adopts a forward-thinking approach, prioritizing customer satisfaction and brand loyalty as essential components for long-term success. This focus on execution and transformation positions her as a key contributor to achieving strategic objectives while navigating challenges within an ever-evolving marketplace.
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:
111.09%
Gain +1.83%
Monthly
1.54%
Yearly
20.15%
Drawdown
27%
$109.46M
Equity
Holdings
$109.46M
Investment
$64.42M
$46.91M
Profit +$1.28M
Realized
$1.87M
Unrealized
$45.04M
Dividends
$4.3M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.83%
Profit
$1.28M
Win %
79%
This Week
Compared To Last Week
Gain
2.86%
Profit
$3.04M
Win %
79%
This Month
Compared to last month
Gain
2.86%
Profit
$3.04M
Win %
79%
This Year
Compared to last year
Gain
16.13%
Profit
$15.2M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$834,927.05 
GOOGL Alphabet Inc
+6.73%
+$604,173.36 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$24,480 
MSFT Microsoft Corp.
+3.02%
+$270,901.6 
NVDA NVIDIA Corporation
+2.93%
+$307,820.77 
CSCO Cisco Systems, Inc.
+2.14%
+$35,327.34 
PR Permian Resources Corporation
+1.48%
+$5,290.15 
VDE Vanguard Energy ETF
+1.02%
+$46,846.8 
FHI Federated Hermes Inc.
+0.82%
+$5,690.37 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$104,392.23 
GEN Gen Digital Inc.
+0.59%
+$2,243.68 
PCEF Invesco CEF Income Composite ETF
+0.55%
+$1,738.24 
PFE Pfizer Inc.
+0.4%
+$1,924.8 
AVGO Broadcom Inc.
+0.37%
+$18,541.44 
MRK Merck & Co., Inc.
+0.32%
+$5,560.97 
VT Vanguard Total World Stock ETF
+0.26%
+$10,738.72 
JNJ Johnson & Johnson
+0.21%
+$7,137.51 
WMT Walmart Inc.
+0.09%
+$2,399.15 
CWEN Clearway Energy Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$925,507.4 
LOPE Grand Canyon Education Inc.
-3.19%
-$49,437.59 
KHC The Kraft Heinz Company
-2.01%
-$5,320.67 
NFLX Netflix, Inc.
-2%
-$73,043.8 
LRCX Lam Research Corporation
-1.58%
-$56,353.13 
NLY Annaly Capital Management, Inc.
-1.56%
-$6,894 
STWD Starwood Property Trust Inc.
-1.54%
-$3,335.25 
CPRT Copart Inc.
-1.52%
-$11,937.6 
F Ford Motor Company
-1.21%
-$3,294.18 
NEE NextEra Energy, Inc.
-1.15%
-$21,335.24 
XOM Exxon Mobil Corporation
-0.97%
-$17,038.08 
UNM Unum Group
-0.76%
-$6,871.92 
CBSH Commerce Bancshares, Inc.
-0.29%
-$4,243.71 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,019 Events
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Dividends
Dividend Analysis
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| Trades 168 | Longs Won 106/168 63% | Profit Factor 13.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.01M |
| Average Win $477,901.24 | Best Trade (Aug 05) $6.92M | Sharpe Ratio -10.28 |
| Average Loss -$60,408.3 | Worst Trade (Aug 01) -$1.1M | Z-Score 3.7 (99.98%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 3d | Expectancy $279,239.39 |
| 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% | 0.2% |
| Consecutive Losing Trades | 1,812 | 1,630 | 1,449 | 1,268 | 1,087 | 906 | 725 | 543 | 362 | 181 |
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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 Catherine M. O'Brien?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $777,426.1, Apple Inc - $715,038.7, NVIDIA Corporation - $707,681.42, The J.M. Smucker Company - $626,523.12, and MetLife Inc - $619,144.09. 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: Medical Properties Trust, Inc - $405,951.02, Intel Corporation - $353,152.22, Kroger Co - $266,681.21, PBF Energy Inc - $185,353.74, and Service Properties Trust - $165,929.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Catherine M. O'Brien's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.3M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $671,452.88, Vanguard Energy ETF - $381,163.86, Johnson & Johnson - $323,908.55, Microsoft Corp - $292,133.62, and MetLife Inc - $249,243.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Catherine M. O'Brien's monthly returns?
Catherine M. O'Brien'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 Catherine M. O'Brien's strategy be considered aggressive or moderate?
Catherine M. O'Brien'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 Catherine M. O'Brien's strategy?
Catherine M. O'Brien'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.
