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Michael Motolo Portfolio
Invests via CVS HEALTH Corp | Managed by Michael Motolo
Invests via CVS HEALTH Corp
Managed by Michael Motolo
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Michael Motolo Profile
With a strong foundation in finance and entrepreneurship, Michael Motolo has carved out a niche as an influential investor-operator. He combines practical experience from founding successful startups with extensive knowledge of capital markets to drive innovation and growth in emerging sectors. His ability to identify high-potential opportunities has positioned him as a key player within the investment landscape, where he fosters collaboration between investors and entrepreneurs. This dual perspective enhances his strategic insights, making him relevant in navigating complex business environments while effectively addressing market needs.
With a strong foundation in finance and entrepreneurship, Michael Motolo has carved out a niche as an influential investor-operator. He combines practical experience from founding successful startups with extensive knowledge of capital markets to drive innovation and growth in emerging sectors. His ability to identify high-potential opportunities has positioned him as a key player within the investment landscape, where he fosters collaboration between investors and entrepreneurs. This dual perspective enhances his strategic insights, making him relevant in navigating complex business environments while effectively addressing market needs.
Investment Philosophy & Strategy
In navigating the investment landscape, Michael Motolo capitalizes on his entrepreneurial mindset and extensive finance experience to identify innovative opportunities. With a focus on emerging sectors, he leverages operational expertise to influence strategic growth trajectories for startups. By fostering synergies between investors and founders, he creates value through collaboration that prioritizes scalable solutions. His unique approach integrates an acute awareness of market dynamics with a commitment to nurturing early-stage ventures while optimizing resource deployment. This synthesis not only propels individual businesses forward but also enriches the broader ecosystem.
In navigating the investment landscape, Michael Motolo capitalizes on his entrepreneurial mindset and extensive finance experience to identify innovative opportunities. With a focus on emerging sectors, he leverages operational expertise to influence strategic growth trajectories for startups. By fostering synergies between investors and founders, he creates value through collaboration that prioritizes scalable solutions. His unique approach integrates an acute awareness of market dynamics with a commitment to nurturing early-stage ventures while optimizing resource deployment. This synthesis not only propels individual businesses forward but also enriches the broader ecosystem.
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:
44.05%
Gain -0.06%
Monthly
0.71%
Yearly
8.88%
Drawdown
18.31%
$222.52M
Equity
Holdings
$222.52M
Investment
$225.57M
$67.57M
Profit -$120,135
Realized
$70.61M
Unrealized
-$3.04M
Dividends
$17.65M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$120,135
Win %
13%
This Week
Compared To Last Week
Gain
0.04%
Profit
$84,920.63
Win %
13%
This Month
Compared to last month
Gain
0.04%
Profit
$84,920.63
Win %
13%
This Year
Compared to last year
Gain
-1.21%
Profit
-$2.72M
Win %
29%
COM Direxion Auspice Broad Commodity Strategy ETF
+0.28%
+$1,425 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.08%
+$35,600 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$3,600 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
DRAM Roundhill Memory ETF
-3.84%
-$20,650 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$9,440.01 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.85%
-$71,750 
TLT iShares 20+ Year Treasury Bond ETF
-0.58%
-$24,000 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.54%
-$91,800 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.3%
-$68,200 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.28%
-$13,800 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$9,350 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$6,300 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$9,140 
JAAA Janus Henderson AAA CLO ETF
-0.04%
-$1,975.9 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$4,781 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$985 Events
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Dividends
Dividend Analysis
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| Trades 71 | Longs Won 25/71 35% | Profit Factor 9.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.33M |
| Average Win $3.01M | Best Trade (Sep 30) $17.05M | Sharpe Ratio -7.35 |
| Average Loss -$166,722.57 | Worst Trade (Dec 30) -$1.66M | Z-Score -2.07 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $951,664.17 |
| 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% | 0.02% | 1.86% |
| Consecutive Losing Trades | 1,335 | 1,202 | 1,068 | 935 | 801 | 668 | 534 | 401 | 267 | 134 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Michael Motolo?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $69.52M, iShares Core High Dividend ETF - $9.73M, Vanguard High Dividend Yield ETF - $6.49M, Energy Select Sector SPDR Fund - $1.38M, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $569,804.24. 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: Consumer Staples Select Sector SPDR Fund - $1.21M, Health Catalyst Inc - $1.2M, Schwab U.S. Dividend Equity ETF - $757,570.32, MP Materials Corp - $126,722.22, and United States Brent Oil Fund, LP - $113,200. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Motolo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.65M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $5.59M, iShares Core High Dividend ETF - $5.11M, Vanguard High Dividend Yield ETF - $2.25M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $569,804.24, and iShares Broad USD High Yield Corporate Bond ETF - $535,914.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Motolo's monthly returns?
Michael Motolo'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 Michael Motolo's strategy be considered aggressive or moderate?
Michael Motolo'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 Michael Motolo's strategy?
Michael Motolo'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.
