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.

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.

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:

59.71%

Gain -0.02%

Monthly

0.82%

Yearly

10.24%

Drawdown

18.31%

$208.95M

Equity

Holdings

$208.95M

Investment

$195.06M

$78.24M

Profit -$47,234.41

Realized

$64.34M

Unrealized

$13.89M

Dividends

$15.78M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.02%

Profit

-$47,234.41

Win %

54%

This Week

Compared To Last Week

Gain

-0.02%

Profit

-$47,234.41

Win %

54%

This Month

Compared to last month

Gain

-0.84%

Profit

-$1.76M

Win %

54%

This Year

Compared to last year

Gain

4.27%

Profit

$8.56M

Win %

56%

Gainers
Losers

XLV Health Care Select Sector SPDR Fund

+3.03%

+$56,520

XBI SPDR S&P Biotech ETF

+2.5%

+$94,750

PFIX Simplify Interest Rate Hedge ETF

+1.53%

+$9,280

PRU Prudential Financial, Inc.

+1.14%

+$3,273.26

XLP Consumer Staples Select Sector SPDR Fund

+0.92%

+$4,620

IEF iShares 7-10 Year Treasury Bond ETF

+0.25%

+$8,399.97

IEI iShares 3-7 Year Treasury Bond ETF

+0.2%

+$43,872

VGIT Vanguard Intermediate-Term Treasury Fund

+0.19%

+$9,350.08

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.14%

+$7,200

GOVT iShares U.S. Treasury Bond ETF

+0.13%

+$6,993

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

+0.12%

+$17,664

VCSH Vanguard Short-Term Corporate Bond ETF

+0.11%

+$10,800.12

IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF

+0.11%

+$5,565

AGG iShares Core U.S. Aggregate Bond ETF

+0.09%

+$13,473

VGLT Vanguard Long-Term Treasury Fund

+0.07%

+$642.6

JPST JPMorgan Ultra-Short Income ETF

+0.04%

+$1,970

JAAA Janus Henderson AAA CLO ETF

+0.02%

+$987.95

TLT iShares 20+ Year Treasury Bond ETF

+0.01%

+$200

BNO United States Brent Oil Fund, LP

-3.75%

-$15,700

WEAT Teucrium Commodity Trust - Teucrium Wheat Fund

-1.73%

-$7,800

XLI Industrial Select Sector SPDR Fund

-1.59%

-$17,520

IEMG iShares Core MSCI Emerging Markets ETF

-1.06%

-$13,050

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.84%

-$12,000

SPY SPDR S&P 500 ETF Trust

-0.72%

-$465,039.18

RSP Invesco S&P 500 Equal Weight ETF

-0.68%

-$33,120

CORN Teucrium Corn Fund

-0.53%

-$2,430

XLB Materials Select Sector SPDR Fund

-0.46%

-$2,400

XLE Energy Select Sector SPDR Fund

-0.46%

-$1,750

USHY iShares Broad USD High Yield Corporate Bond ETF

-0.11%

-$13,924

IGLB iShares 10+ Year Investment Grade Corporate Bond ETF

-0.1%

-$5,000

MOO VanEck Agribusiness ETF

-0.09%

-$420

UUP Invesco DB US Dollar Index Bullish Fund

-0.07%

-$600

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

-0.02%

-$2,140

Events

Dividends

Dividend Analysis

No Data

Trades 59	Longs Won 31/59 52%	Profit Factor 17.38
Profitability	Shorts Won 0/0 0%	Standard Deviation $3.86M
Average Win $2.68M	Best Trade (Sep 30) $17.05M	Sharpe Ratio -7
Average Loss -$170,549.58	Worst Trade (Dec 30) -$1.66M	Z-Score -0.77 (55.86%)
Commissions $0	Avg. Trade Length 10m 2w 3d	Expectancy $1.33M

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%	0.03%	2.05%
Consecutive Losing Trades	1,225	1,103	980	858	735	613	490	368	245	123