Patrick O'Connell Portfolio
Invests via Security Financial Services Inc. | Managed by Patrick O'Connell
Invests via Security Financial Services Inc.
Managed by Patrick O'Connell
Automatically Tracked
Patrick O'Connell Profile
With a diverse career spanning several industries, Patrick O'Connell has established himself as a prominent investor-operator known for driving significant business growth and innovation. His deep expertise in identifying market opportunities is complemented by hands-on leadership experience, fostering collaboration among cross-functional teams to achieve strategic objectives. As an advocate for sustainable practices within the investment landscape, he plays an instrumental role in integrating these principles into operations and company culture. Beyond his operational success, he has cultivated robust networks that facilitate valuable partnerships across various sectors, enhancing organizational resilience and performance.
With a diverse career spanning several industries, Patrick O'Connell has established himself as a prominent investor-operator known for driving significant business growth and innovation. His deep expertise in identifying market opportunities is complemented by hands-on leadership experience, fostering collaboration among cross-functional teams to achieve strategic objectives. As an advocate for sustainable practices within the investment landscape, he plays an instrumental role in integrating these principles into operations and company culture. Beyond his operational success, he has cultivated robust networks that facilitate valuable partnerships across various sectors, enhancing organizational resilience and performance.
Investment Philosophy & Strategy
A comprehensive understanding of market dynamics underpins Patrick O'Connell's investment strategy. He is driven by a keen focus on sustainable innovation, seeking opportunities where growth aligns with environmental responsibility. His diverse experiences enable him to identify unique business models poised for expansion, emphasizing collaboration as a key ingredient for success. By leveraging extensive networks and partnerships across industries, he effectively navigates challenges while fostering resilience in the ventures he undertakes. With an entrepreneurial mindset, his strategic initiatives aim to unlock potential within organizations through operational excellence and forward-thinking approaches.
A comprehensive understanding of market dynamics underpins Patrick O'Connell's investment strategy. He is driven by a keen focus on sustainable innovation, seeking opportunities where growth aligns with environmental responsibility. His diverse experiences enable him to identify unique business models poised for expansion, emphasizing collaboration as a key ingredient for success. By leveraging extensive networks and partnerships across industries, he effectively navigates challenges while fostering resilience in the ventures he undertakes. With an entrepreneurial mindset, his strategic initiatives aim to unlock potential within organizations through operational excellence and forward-thinking approaches.
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:
82.13%
Gain -0.59%
Monthly
0.96%
Yearly
12.19%
Drawdown
19.15%
$723.01M
Equity
Holdings
$723.01M
Investment
$559.37M
$210.21M
Profit -$2.65M
Realized
$46.58M
Unrealized
$163.63M
Dividends
$38.77M
Goals
Avg. 56% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.59%
Profit
-$2.65M
Win %
68%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$5.99M
Win %
68%
This Month
Compared to last month
Gain
-0.39%
Profit
-$2.81M
Win %
68%
This Year
Compared to last year
Gain
0.58%
Profit
$4.21M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$147,025.96 
GOOG Alphabet Inc
+6.88%
+$61,858.21 
GOOGL Alphabet Inc
+6.73%
+$101,249.82 
META Meta Platforms Inc Class A
+3.28%
+$17,892.15 
MSFT Microsoft Corp.
+3.02%
+$93,528.47 
NVDA NVIDIA Corporation
+2.93%
+$77,307.78 
GLW Corning Incorporated
+2.24%
+$5,026.77 
CSCO Cisco Systems, Inc.
+2.14%
+$10,295.91 
ORCL Oracle Corporation
+1.81%
+$9,501.03 
OALC OneAscent Large Cap Core ETF
+1.59%
+$8,846.49 
VZ Verizon Communications Inc.
+1.52%
+$7,495.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$461,028.48 
PH Parker-Hannifin Corporation
+1.43%
+$4,245.68 
GE General Electric Company
+1.42%
+$14,918.97 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$10,353.06 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$101,615.63 
CGUS Capital Group Core Equity ETF
+1.29%
+$18,426.39 
WFC Wells Fargo & Company
+1.19%
+$2,645.88 
AMAT Applied Materials, Inc.
+1.18%
+$1,964.71 
VUG Vanguard Growth ETF
+1.1%
+$85,249.38 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$14,956.34 
VDE Vanguard Energy ETF
+1.02%
+$2,626.26 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$39,798.08 
OEF iShares S&P 100 ETF
+0.95%
+$67,324.47 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$101,247.2 
MGC Vanguard Mega Cap ETF
+0.87%
+$14,381.77 
IBM International Business Machines Corporation
+0.86%
+$4,624.06 
GEV GE Vernova Inc.
+0.85%
+$6,174.33 
MCD McDonald's Corporation
+0.82%
+$3,564.02 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$6,710.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$218,935.58 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,404.97 
OAIM OneAscent International Equity ETF
+0.78%
+$1,616.4 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,800.63 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$15,062.6 
SHLD Global X Defense Tech ETF
+0.77%
+$78,000 
TSLA Tesla, Inc.
+0.76%
+$4,047.37 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,310.44 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$3,899.61 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$30,908.09 
VOO Vanguard S&P 500 ETF
+0.71%
+$111,785.78 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,670.94 
CAT Caterpillar Inc.
+0.7%
+$19,844.97 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$138,355.53 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,428.8 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$5,088.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$587,472.44 
CGGR Capital Group Growth ETF
+0.65%
+$9,800.55 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$6,266.58 
IWB iShares Russell 1000 ETF
+0.64%
+$21,863 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$78,444.52 
CGDV Capital Group Dividend Value ETF
+0.63%
+$7,310.73 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$13,846.22 
MO Altria Group, Inc.
+0.57%
+$1,301.82 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$3,017.39 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$93,228.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$10,464.36 
FDLO Fidelity Low Volatility Factor ETF
+0.52%
+$5,024.97 
IYW iShares U.S. Technology ETF
+0.46%
+$29,058.02 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$37,382.32 
IWD iShares Russell 1000 Value ETF
+0.44%
+$8,398.26 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$8,629.28 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$7,816.83 
CGGE Capital Group Global Equity ETF
+0.37%
+$6,237.14 
AVGO Broadcom Inc.
+0.37%
+$7,819.2 
PG Procter & Gamble Co
+0.37%
+$2,161.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,086.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,639.84 
BAC Bank of America Corporation
+0.36%
+$1,038.4 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$11,757.8 
MRK Merck & Co., Inc.
+0.32%
+$1,307.11 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,694.46 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$26,916.91 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,690.45 
JPM JPMorgan Chase & Co.
+0.27%
+$11,514.06 
SO The Southern Company
+0.21%
+$428 
JNJ Johnson & Johnson
+0.21%
+$1,452.2 
ESUM Eventide US Market ETF
+0.19%
+$565.44 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$6,172.6 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$9,232.23 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
+0.16%
+$466.07 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$369.75 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$19,635.24 
DELL Dell Technologies Inc.
+0.14%
+$300.72 
LKFN Lakeland Financial Corporation
+0.13%
+$337.76 
C Citigroup Inc.
+0.1%
+$232.29 
NUE Nucor Corporation
+0.1%
+$593.75 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$597.06 
WMT Walmart Inc.
+0.09%
+$1,292.33 
SECU iShares Securitized Income Active ETF
+0.08%
+$188 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.07%
+$435 
AEP American Electric Power Company, Inc.
+0.06%
+$155.96 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$659.74 
HDV iShares Core High Dividend ETF
+0.04%
+$87.87 
DIS The Walt Disney Company
+0.03%
+$92.19 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$247.77 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$60.95 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$41.66 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$27.51 
ELCV Eventide High Dividend ETF
+0.01%
+$23.24 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 PMBS
PMBS
0%
$0 DECM
DECM
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.12M 
SYK Stryker Corporation
-6.42%
-$17,559.24 
MU Micron Technology, Inc.
-5.9%
-$22,562.28 
ABBV AbbVie Inc.
-2.51%
-$9,692.06 
SLV iShares Silver Trust
-2.13%
-$7,952.64 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,098.41 
UNH UnitedHealth Group Incorporated
-1.68%
-$3,457.23 
LRCX Lam Research Corporation
-1.58%
-$2,491.01 
GLD SPDR Gold Shares
-1.49%
-$4,422.93 
IAU iShares Gold Trust
-1.46%
-$60,664.05 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$3,747.47 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,322.23 
RCL Royal Caribbean Group
-1.13%
-$18,516.73 
TXN Texas Instruments Inc
-1.08%
-$2,974.72 
PLD Prologis Inc.
-1.08%
-$2,441.1 
INTC Intel Corporation
-1.02%
-$4,795.08 
KO The Coca-Cola Company
-1.02%
-$6,826.5 
XOM Exxon Mobil Corporation
-0.97%
-$10,353.51 
IGRO iShares International Dividend Growth ETF
-0.91%
-$4,824.12 
LNC Lincoln National Corporation
-0.89%
-$3,707.22 
GSID Goldman Sachs MarketBeta International Fund
-0.86%
-$36,233.89 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$13,641.24 
WWJD Inspire International ETF
-0.75%
-$20,087.1 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$70,657 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$13,571.07 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$3,437.1 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$236,282.5 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.68%
-$9,247.7 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$4,590.72 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$75,158.02 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$9,471 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$80,445.93 
CGCB Capital Group Core Bond ETF
-0.66%
-$3,930.06 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$59,710.4 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$1,483.72 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,993.56 
PM Philip Morris International Inc.
-0.61%
-$3,438.49 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$3,764.82 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$28,220.94 
SBUX Starbucks Corporation
-0.57%
-$1,338 
LLY Eli Lilly and Company
-0.53%
-$7,993.52 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,317.45 
CGIC Capital Group International Core Equity ETF
-0.53%
-$1,618.99 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,526.1 
STLD Steel Dynamics Inc.
-0.49%
-$6,352.57 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$3,278.87 
PEP PepsiCo, Inc.
-0.46%
-$2,338.56 
OACP OneAscent Core Plus Bond ETF
-0.42%
-$3,130.34 
HD The Home Depot, Inc.
-0.42%
-$1,352.49 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$7,735.62 
MBB iShares MBS ETF
-0.4%
-$48,379.72 
VGT Vanguard Information Technology ETF
-0.38%
-$37,874.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$44,307.66 
CR Crane NXT Co.
-0.34%
-$662.38 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$952.68 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$24,275.4 
CL Colgate-Palmolive Company
-0.33%
-$1,142.4 
CGIB Capital Group International Bond USD Hedged Fund
-0.32%
-$1,456.08 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$32,783.52 
BKGI BNY Mellon Global Infrastructure Income Fund
-0.29%
-$940.55 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$783.41 
VTV Vanguard Value ETF
-0.27%
-$16,733.89 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$9,133.38 
DUHP Dimensional US High Profitability ETF
-0.27%
-$20,646.56 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$8,337.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,678.25 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$2,365.2 
BNDX Vanguard Total International Bond ETF
-0.23%
-$21,256.18 
VB Vanguard Small-Cap ETF
-0.22%
-$6,369.47 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$27,685.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$3,743.68 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$8,190.49 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,219.04 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$532.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$622.98 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$2,475.07 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$2,977.84 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$3,567.25 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$2,440.8 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$50,194.13 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$13,676.65 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$24,321.2 
GVI iShares Intermediate Government Bond ETF
-0.16%
-$695.98 
IXUS iShares Core International Stock ETF
-0.15%
-$533.54 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$758.28 
BINC iShares Flexible Income Active ETF
-0.08%
-$4,250.25 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,170.54 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$279.5 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$163.68 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$156.96 
CGBL Capital Group Core Balanced ETF
-0.05%
-$1,129.68 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,258.91 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$370.25 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,003.48 
VFQY Vanguard U.S. Quality Factor Fund
-0.04%
-$220.83 
V Visa Inc. Class A
-0.04%
-$112.55 
CGIE Capital Group International Equity ETF
-0.03%
-$1,064.97 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$161.55 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$513.49 Events
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Dividends
Dividend Analysis
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| Trades 2877 | Longs Won 1735/2877 60% | Profit Factor 5.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $449,006.59 |
| Average Win $147,900.47 | Best Trade (Dec 31) $6.22M | Sharpe Ratio -9.94 |
| Average Loss -$40,625.81 | Worst Trade (Sep 30) -$8.77M | Z-Score -3.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1d | Expectancy $73,066.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,484 | $8.35M | $14.05M | - | $5.7M | 68.27% | -7.354% |
| ABBV AbbVie Inc. | 1,498 | $348,094.22 | $375,908.12 | - | $27,813.9 | 7.99% | -2.513% |
| AEP American Electric Power Company, Inc. | 2,228 | $253,376.64 | $284,849.8 | - | $31,473.16 | 12.42% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 18,713 | $1.84M | $1.82M | - | -$16,520.02 | -0.9% | -0.256% |
| AIQ Global X Artificial Intelligence & Technology ETF | 58,789 | $3.3M | $3.46M | - | $161,851.7 | 4.9% | +0.341% |
| AMAT Applied Materials, Inc. | 333 | $240,759 | $169,054.11 | - | -$71,704.89 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 660 | $383,400.58 | $314,258.99 | - | -$69,141.59 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 4,075 | $701,722.26 | $1.11M | - | $404,966.2 | 57.71% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 167 | $227,264.71 | $272,043 | - | $44,778.29 | 19.7% | -1.359% |
| AVGO Broadcom Inc. | 5,430 | $741,261.99 | $2.11M | - | $1.37M | 185.16% | +0.371% |
| BAC Bank of America Corporation | 4,720 | $256,699.37 | $292,404 | - | $35,704.63 | 13.91% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 301,712 | $9.64M | $12.47M | - | $2.84M | 29.42% | +0.633% |
| BALI iShares Adaptive Large Cap ETF | 15,881 | $514,667.89 | $541,859.72 | - | $27,191.83 | 5.28% | +0.56% |
| BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund | 2,438 | $246,697.08 | $246,177.05 | - | -$520.03 | -0.21% | +0.025% |
| BINC iShares Flexible Income Active ETF | 106,259 | $5.6M | $5.52M | - | -$77,617.23 | -1.39% | -0.077% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 16,272 | $1.23M | $1.23M | - | -$2,289.35 | -0.19% | -0.198% |
| BKGI BNY Mellon Global Infrastructure Income Fund | 7,235 | $325,357.95 | $327,600.8 | - | $2,242.85 | 0.69% | -0.286% |
| BLCR iShares Large Cap Core ACT ETF | 158,774 | $6.52M | $7.72M | - | $1.21M | 18.49% | +1.333% |
| BLV Vanguard Long-Term Bond ETF | 10,577 | $900,825.04 | $697,870.46 | - | -$202,954.58 | -22.53% | -0.468% |
| BND Vanguard Total Bond Market Index Fund | 43,880 | $3.24M | $3.17M | - | -$73,508.5 | -2.27% | -0.262% |
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FAQ
Which stocks have generated the highest profits for Patrick O'Connell?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Quality Factor ETF - $16.33M, State Street SPDR Portfolio S&P 500 ETF - $8.32M, iShares U.S. Technology ETF - $6.9M, iShares MSCI EAFE Value ETF - $6.74M, and iShares Gold Trust - $3.67M. 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 ESG Aware MSCI USA ETF - $10.2M, iShares 10-20 Year Treasury Bond ETF - $899,553.16, iShares U.S. Treasury Bond ETF - $897,661.01, iShares Fallen Angels USD Bond ETF - $813,700.49, and SPDR Portfolio Long Term Treasury ETF - $563,502.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Patrick O'Connell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.77M earned over time. The largest contributors to dividend income include iShares MSCI EAFE Value ETF - $2.04M, iShares Core Universal USD Bond ETF - $1.81M, SPDR Portfolio Long Term Treasury ETF - $1.75M, iShares MBS ETF - $1.44M, and iShares Flexible Income Active ETF - $1.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Patrick O'Connell's monthly returns?
Patrick O'Connell'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 Patrick O'Connell's strategy be considered aggressive or moderate?
Patrick O'Connell'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 Patrick O'Connell's strategy?
Patrick O'Connell'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.
