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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
Automatically Tracked
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:
50.69%
Gain +0.51%
Monthly
0.64%
Yearly
7.99%
Drawdown
18.31%
$217.95M
Equity
Holdings
$217.95M
Investment
$225.57M
$62.99M
Profit +$1.05M
Realized
$70.61M
Unrealized
-$7.62M
Dividends
$18.82M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.51%
Profit
$1.05M
Win %
10%
This Week
Compared To Last Week
Gain
0.51%
Profit
$1.09M
Win %
10%
This Month
Compared to last month
Gain
0.57%
Profit
$1.24M
Win %
10%
This Year
Compared to last year
Gain
-3.24%
Profit
-$7.29M
Win %
27%
TLT iShares 20+ Year Treasury Bond ETF
+1.87%
+$73,750 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.27%
+$102,375 
IEF iShares 7-10 Year Treasury Bond ETF
+0.95%
+$29,750 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$61,250 
PRU Prudential Financial, Inc.
+0.78%
+$2,387.87 
AGG iShares Core U.S. Aggregate Bond ETF
+0.77%
+$109,281 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.68%
+$151,800 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$31,500 
RSP Invesco S&P 500 Equal Weight ETF
+0.66%
+$2,800.01 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.66%
+$31,875 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.66%
+$108,000 
IEI iShares 3-7 Year Treasury Bond ETF
+0.59%
+$123,390 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.28%
+$19,350 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.27%
+$124,600 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$25,200 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.24%
+$40,638.5 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$38,715 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$1,989.7 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$987.95 Events
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Dividends
Dividend Analysis
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| Trades 71 | Longs Won 24/71 33% | Profit Factor 6.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.36M |
| Average Win $3.13M | Best Trade (Sep 30) $17.05M | Sharpe Ratio -7.62 |
| Average Loss -$258,838.58 | Worst Trade (Dec 30) -$1.66M | Z-Score -3.02 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $887,232.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.78% |
| Consecutive Losing Trades | 842 | 758 | 673 | 589 | 505 | 421 | 337 | 253 | 168 | 84 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 149,700 | $14.86M | $14.3M | - | -$556,884 | -3.75% | +0.77% |
 COM Direxion Auspice Broad Commodity Strategy ETF | 15,000 | $487,500 | $525,525 | - | $38,025 | 7.8% | -0.157% |
 DRAM Roundhill Memory ETF | 10,000 | $738,500 | $474,650 | - | -$263,850 | -35.73% | -5.335% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 180,000 | $17.09M | $16.53M | - | -$564,830 | -3.3% | +0.658% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 90,000 | $7.2M | $6.93M | - | -$265,050 | -3.68% | +0.28% |
| IEF iShares 7-10 Year Treasury Bond ETF | 35,000 | $3.34M | $3.17M | - | -$170,800 | -5.11% | +0.947% |
| IEI iShares 3-7 Year Treasury Bond ETF | 182,800 | $21.68M | $20.89M | - | -$786,954 | -3.63% | +0.594% |
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 440,000 | $23.46M | $22.38M | - | -$1.08M | -4.62% | +0.683% |
| IGLB iShares 10+ Year Investment Grade Corporate Bond ETF | 175,000 | $8.75M | $8.16M | - | -$593,125 | -6.78% | +1.271% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 890,000 | $46.72M | $45.73M | - | -$991,068 | -2.12% | +0.273% |
| JAAA Janus Henderson AAA CLO ETF | 98,795 | $5M | $5M | - | -$987.95 | -0.02% | +0.02% |
| JPST JPMorgan Ultra-Short Income ETF | 98,500 | $4.98M | $4.96M | - | -$26,575.3 | -0.53% | +0.04% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 70,000 | $7.63M | $7.25M | - | -$387,450 | -5.07% | +0.852% |
| PRU Prudential Financial, Inc. | 2,683 | $290,407.92 | $306,881.54 | - | $16,473.62 | 5.67% | +0.784% |
| RSP Invesco S&P 500 Equal Weight ETF | 2,000 | $383,840 | $426,980 | - | $43,140 | 11.24% | +0.66% |
| SHY iShares 1-3 Year Treasury Bond ETF | 258,100 | $21.3M | $20.99M | - | -$311,125 | -1.46% | +0.185% |
| TLT iShares 20+ Year Treasury Bond ETF | 50,000 | $4.33M | $4.02M | - | -$308,150 | -7.12% | +1.87% |
| USHY iShares Broad USD High Yield Corporate Bond ETF | 478,100 | $17.79M | $17.02M | - | -$768,770.5 | -4.32% | +0.239% |
| VCIT Vanguard Intermediate-Term Corporate Bond Fund | 60,000 | $4.96M | $4.74M | - | -$221,700 | -4.47% | +0.669% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 120,000 | $9.51M | $9.3M | - | -$211,200 | -2.22% | +0.272% |
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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 - $749,619.84. 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 $18.82M 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 - $749,619.84, and iShares Broad USD High Yield Corporate Bond ETF - $743,080.12. 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.
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