Michelle McCarthy Portfolio
Invests via Vantage Financial Partners LLC | Managed by Michelle McCarthy
Invests via Vantage Financial Partners LLC
Managed by Michelle McCarthy
Automatically Tracked
Michelle McCarthy Profile
With a distinguished career in strategic communications and public relations, Michelle McCarthy has established herself as a prominent leader within the marketing landscape. She specializes in crafting compelling narratives that enhance brand presence and drive engagement for clients across various industries. Known for her ability to navigate complex challenges, she excels at aligning corporate objectives with consumer perceptions, making her a valuable asset to any organization. Her extensive experience includes leadership roles where she spearheaded campaigns that delivered measurable impact and fostered growth. Michelle's innovative approach positions her uniquely to influence both market dynamics and stakeholder relationships.
With a distinguished career in strategic communications and public relations, Michelle McCarthy has established herself as a prominent leader within the marketing landscape. She specializes in crafting compelling narratives that enhance brand presence and drive engagement for clients across various industries. Known for her ability to navigate complex challenges, she excels at aligning corporate objectives with consumer perceptions, making her a valuable asset to any organization. Her extensive experience includes leadership roles where she spearheaded campaigns that delivered measurable impact and fostered growth. Michelle's innovative approach positions her uniquely to influence both market dynamics and stakeholder relationships.
Investment Philosophy & Strategy
Operating from a foundation of expertise in strategic communications, Michelle McCarthy employs a distinctive methodology that emphasizes brand evolution through narrative-driven engagement. By leveraging her extensive background in public relations, she focuses on identifying and capitalizing on market opportunities that align client ambitions with consumer insights. Her decisive leadership style fosters an environment ripe for innovative campaigns aimed at measurable results. Through dynamic collaborations and tailored messaging strategies, she effectively enhances stakeholder relationships while driving growth across diverse sectors.
Operating from a foundation of expertise in strategic communications, Michelle McCarthy employs a distinctive methodology that emphasizes brand evolution through narrative-driven engagement. By leveraging her extensive background in public relations, she focuses on identifying and capitalizing on market opportunities that align client ambitions with consumer insights. Her decisive leadership style fosters an environment ripe for innovative campaigns aimed at measurable results. Through dynamic collaborations and tailored messaging strategies, she effectively enhances stakeholder relationships while driving growth across diverse sectors.
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:
30.97%
Gain +0.97%
Monthly
0.17%
Yearly
2.04%
Drawdown
25.67%
$544.52M
Equity
Holdings
$544.52M
Investment
$434.55M
$74.16M
Profit +$4.38M
Realized
-$35.81M
Unrealized
$109.97M
Dividends
$28.29M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.97%
Profit
$4.38M
Win %
76%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$5.23M
Win %
76%
This Month
Compared to last month
Gain
-0.68%
Profit
-$3.75M
Win %
76%
This Year
Compared to last year
Gain
12.06%
Profit
$58.59M
Win %
76%
DELL Dell Technologies Inc.
+10.34%
+$124,357.07 
COIN Coinbase Global, Inc.
+5.29%
+$13,355.26 
NIO Nio Inc.
+3.63%
+$1,408.42 
PWR Quanta Services Inc.
+3.6%
+$41,381.34 
AGQ ProShares Ultra Silver
+3.59%
+$9,055.2 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+3.43%
+$14,485.4 
CSCO Cisco Systems, Inc.
+2.57%
+$11,558.88 
IBM International Business Machines Corporation
+2.38%
+$9,670.14 
ELV Elevance Health, Inc.
+2.11%
+$5,651.96 
SLV iShares Silver Trust
+1.84%
+$12,300.24 
GOOGL Alphabet Inc
+1.79%
+$17,862.24 
AAPL Apple Inc.
+1.75%
+$88,516.26 
GOOG Alphabet Inc
+1.75%
+$6,981.7 
AMZN Amazon.com Inc
+1.73%
+$28,488.15 
META Meta Platforms Inc Class A
+1.71%
+$17,901.69 
AFRM Affirm Holdings, Inc.
+1.71%
+$4,096.96 
T AT&T Inc.
+1.7%
+$18,345.69 
CRWD CrowdStrike Holdings, Inc.
+1.68%
+$7,398.97 
ABBV AbbVie Inc.
+1.64%
+$46,592.8 
BLK BlackRock, Inc.
+1.62%
+$3,512.88 
NEM Newmont Corporation
+1.59%
+$22,079.85 
XLK State Street Technology Select Sector SPDR ETF
+1.56%
+$10,236.38 
NVDA NVIDIA Corporation
+1.51%
+$35,117.46 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+1.48%
+$3,034.61 
PLTR Palantir Technologies Inc.
+1.44%
+$7,934.8 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.44%
+$3,278.5 
GLD SPDR Gold Shares
+1.43%
+$24,985.58 
IGM iShares Expanded Tech Sector ETF
+1.43%
+$219,583.93 
CTAS Cintas Corporation
+1.42%
+$13,914.37 
ADX Adams Diversified Equity Fund, Inc.
+1.41%
+$3,719.88 
JCI Johnson Controls International plc
+1.38%
+$5,043.2 
VZ Verizon Communications Inc.
+1.35%
+$12,833.77 
JPM JPMorgan Chase & Co.
+1.32%
+$30,075.64 
IXUS iShares Core International Stock ETF
+1.27%
+$389,776.58 
VUG Vanguard Growth ETF
+1.26%
+$32,505 
MGK Vanguard Mega Cap Growth ETF
+1.25%
+$11,100 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.22%
+$4,807.44 
TRMB Trimble Inc.
+1.22%
+$6,053.45 
SCHF Schwab International Equity ETF
+1.22%
+$13,309.98 
CVX Chevron Corporation
+1.22%
+$4,567.69 
EFV iShares MSCI EAFE Value ETF
+1.18%
+$2,812.3 
FENI Fidelity Enhanced International ETF
+1.13%
+$2,660.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.13%
+$11,626.43 
PEO Adams Natural Resources Fund Inc.
+1.13%
+$3,383.88 
IWF iShares Russell 1000 Growth ETF
+1.13%
+$7,343.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.13%
+$11,322.45 
IUSG iShares Core S&P U.S. Growth ETF
+1.12%
+$183,143.78 
IEFA iShares Core MSCI EAFE ETF
+1.12%
+$7,758.3 
IWY iShares Russell Top 200 Growth ETF
+1.12%
+$20,116.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.11%
+$3,930.08 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.1%
+$2,936.87 
IVV iShares Core S&P 500 ETF
+1.08%
+$306,691.64 
ILCB iShares Morningstar U.S. Equity ETF
+1.07%
+$7,575.75 
BDYN iShares Dynamic Equity Active ETF
+1.06%
+$6,601.73 
VOO Vanguard S&P 500 ETF
+1.05%
+$29,260.24 
IMTM iShares MSCI International Momentum Factor ETF
+1.04%
+$29,911.72 
SCHX Schwab U.S. Large-Cap ETF
+1.04%
+$32,644.24 
QQQ Invesco QQQ Trust, Series 1
+1.03%
+$91,273.41 
SPY SPDR S&P 500 ETF Trust
+1.03%
+$11,142.06 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.03%
+$738,398.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+1%
+$19,103.97 
XOM Exxon Mobil Corporation
+1%
+$5,111.7 
XLI Industrial Select Sector SPDR Fund
+0.99%
+$3,800.81 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.99%
+$717.42 
BNOV FGCI Inc.
+0.98%
+$5,130.95 
FFLC Fidelity Large Cap Core Fund
+0.94%
+$5,692.4 
EFG iShares MSCI EAFE Growth ETF
+0.94%
+$2,686.98 
MSFT Microsoft Corp.
+0.94%
+$38,774.71 
XLC Communication Services Select Sector SPDR Fund
+0.92%
+$1,788.08 
IUSV iShares Core S&P U.S. Value ETF
+0.91%
+$24,295.94 
FVAL Fidelity Value Factor ETF
+0.91%
+$90,088.02 
XMMO Invesco S&P MidCap Momentum ETF
+0.9%
+$21,864.28 
RWK Invesco S&P Midcap 400 Revenue ETF
+0.88%
+$19,288.76 
IJH iShares Core S&P Mid-Cap ETF
+0.87%
+$67,885.6 
VO Vanguard Mid-Cap ETF
+0.85%
+$6,838.08 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.84%
+$2,604 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.84%
+$8,664.48 
BDEC Innovator U.S. Equity Buffer ETF
+0.84%
+$9,308.36 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.82%
+$39,693.97 
VYM Vanguard High Dividend Yield ETF
+0.82%
+$4,854.96 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.81%
+$15,949.92 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.8%
+$56,928.51 
JNJ Johnson & Johnson
+0.79%
+$3,983.54 
HD The Home Depot, Inc.
+0.78%
+$1,639.54 
QUS SPDR MSCI USA StrategicFactors ETF
+0.78%
+$1,791.6 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.78%
+$164,701.06 
VTV Vanguard Value ETF
+0.77%
+$8,624.74 
SFLO VS Small Cap Free Cash Flow ETF
+0.76%
+$114,969.46 
VB Vanguard Small-Cap ETF
+0.75%
+$7,408.77 
JHMM John Hancock Multifactor Mid Cap ETF
+0.74%
+$7,978.5 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.74%
+$2,704.29 
TSLA Tesla, Inc.
+0.72%
+$4,087.26 
VIG Vanguard Dividend Appreciation ETF
+0.71%
+$16,223.1 
QUAL iShares MSCI USA Quality Factor ETF
+0.7%
+$4,512.9 
BUFB Innovator Laddered Allocation Buffer ETF
+0.7%
+$3,481.52 
BSEP Innovator U.S. Equity Buffer ETF
+0.7%
+$3,550.73 
IVVB iShares Large Cap Deep Buffer ETF
+0.7%
+$21,807.45 
BJUL Innovator U.S. Equity Buffer ETF
+0.7%
+$2,867.54 
RSP Invesco S&P 500 Equal Weight ETF
+0.69%
+$49,312.12 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.67%
+$1,811.24 
BOCT Innovator U.S. Equity Buffer ETF BOCT
+0.67%
+$3,256.77 
IWS iShares Russell Mid-Cap Value ETF
+0.67%
+$2,693.97 
WMS Advanced Drainage Systems, Inc.
+0.67%
+$12,453.35 
SPEM SPDR Portfolio Emerging Markets ETF
+0.66%
+$5,658.69 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
+0.66%
+$169.54 
BMAR Innovator U.S. Equity Buffer ETF
+0.66%
+$4,021.32 
HEGD Swan Hedged Equity US Large Cap Fund
+0.65%
+$83,642.48 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.65%
+$2,065.24 
DGRO iShares Core Dividend Growth ETF
+0.64%
+$33,872.5 
TMSL T. Rowe Price Small-Mid Cap ETF
+0.64%
+$25,891.29 
SMMD iShares Russell 2500 ETF
+0.64%
+$2,115.68 
DIS The Walt Disney Company
+0.63%
+$1,949.7 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$1,539.54 
DVYE iShares Emerging Markets Dividend ETF
+0.62%
+$6,810.75 
PM Philip Morris International Inc.
+0.62%
+$1,806.48 
SCHM Schwab U.S. Mid-Cap ETF
+0.62%
+$18,053.55 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$2,558.92 
XLF Financial Select Sector SPDR Fund
+0.61%
+$2,757.3 
EWC iShares MSCI Canada ETF
+0.58%
+$1,644.3 
XLB Materials Select Sector SPDR Fund
+0.57%
+$7,987.47 
IDV iShares International Select Dividend ETF
+0.57%
+$47,311.68 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$36,321.25 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.56%
+$3,164.1 
CGBL Capital Group Core Balanced ETF
+0.56%
+$8,779.68 
VFLO VictoryShares Free Cash Flow ETF
+0.55%
+$235,311.18 
ASAN Asana Inc.
+0.53%
+$675 
XLRE The Real Estate Select Sector SPDR Fund
+0.51%
+$6,343.48 
PFLT PennantPark Floating Rate Capital Ltd.
+0.49%
+$1,347.46 
PG Procter & Gamble Co
+0.49%
+$3,145.1 
BLV Vanguard Long-Term Bond ETF
+0.49%
+$1,341.59 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$3,358.35 
HDV iShares Core High Dividend ETF
+0.43%
+$1,901.25 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.43%
+$7,785.66 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.4%
+$1,584.63 
BMO Bank of Montreal
+0.39%
+$2,321.55 
XEL Xcel Energy Inc.
+0.39%
+$1,403.31 
CLM Cornerstone Strategic Investment Fund, Inc.
+0.38%
+$423.18 
COP ConocoPhillips
+0.37%
+$1,707.48 
CRF Cornerstone Total Return Fund, Inc.
+0.37%
+$345.89 
GE General Electric Company
+0.36%
+$1,412.88 
GAB Gabelli Equity Trust Inc.
+0.36%
+$302.64 
MUB iShares National Muni Bond ETF
+0.35%
+$1,958.59 
XLV Health Care Select Sector SPDR Fund
+0.35%
+$5,790.72 
DHY Credit Suisse High Yield Bond Fund
+0.3%
+$53.22 
XSMO Invesco S&P SmallCap Momentum ETF
+0.29%
+$4,918.86 
WMT Walmart Inc.
+0.29%
+$1,450.88 
V Visa Inc. Class A
+0.29%
+$2,104.72 
BALT Inn Defined Wealth Shield Mutual Fund
+0.27%
+$5,658.58 
ROKU Roku, Inc.
+0.27%
+$1,432.08 
SPHY SPDR Portfolio High Yield Bond ETF
+0.24%
+$715.86 
STWD Starwood Property Trust Inc.
+0.22%
+$674.38 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$898.27 
ARCC Ares Capital Corporation
+0.2%
+$2,023 
JAJL Innovator EDP ETF - 6M January/July
+0.2%
+$1,664.5 
AMAT Applied Materials, Inc.
+0.19%
+$893.35 
DUK Duke Energy Corporation
+0.18%
+$471.06 
FBND Fidelity Total Bond ETF
+0.17%
+$691.58 
MO Altria Group, Inc.
+0.16%
+$640.42 
MBB iShares MBS ETF
+0.15%
+$712.18 
XLU Utilities Select Sector SPDR Fund
+0.15%
+$319.67 
AGG iShares Core U.S. Aggregate Bond ETF
+0.14%
+$19,216.31 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.13%
+$4,312.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.12%
+$1,144.44 
WEC WEC Energy Group Inc.
+0.11%
+$1,024.56 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$6,413.23 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$2,297.3 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.1%
+$1,308.95 
IUSB iShares Core Universal USD Bond ETF
+0.1%
+$677.16 
HBAN Huntington Bancshares Incorporated
+0.09%
+$268.35 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$701.67 
CSWC Capital Southwest Corporation
+0.08%
+$398.36 
GUT The Gabelli Utility Trust
+0.08%
+$83.86 
BNDX Vanguard Total International Bond ETF
+0.07%
+$360.68 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$430.75 
KO The Coca-Cola Company
+0.06%
+$186.35 
TJUL Innovator Equity Defined Protection ETF 0725
+0.05%
+$384.93 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$1,451.42 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.04%
+$96.19 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$235.59 
BINC iShares Flexible Income Active ETF
+0.03%
+$6,470.55 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$132.56 
BSV Vanguard Short-Term Bond ETF
+0.02%
+$51.24 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$3,938.46 
MU Micron Technology, Inc.
+0.01%
+$208.56 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$47.32 
MVSTW Microvast Holdings Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
HYRM Xtrackers Risk Managed USD High Yield Strategy ETF
0%
$0 
ZJAN Innovator Defined Wealth Shield ETF
0%
$0 ZNOV
ZNOV
0%
$0 TJAN
TJAN
0%
$0 ZSEP
ZSEP
0%
$0 AJUL
AJUL
0%
$0 ZOCT
ZOCT
0%
$0 ZFEB
ZFEB
0%
$0 TOCT
TOCT
0%
$0 
TJX The TJX Companies, Inc.
-0.88%
-$3,316.68 
LDOS Leidos Holdings Inc.
-0.66%
-$1,768.16 
PFE Pfizer Inc.
-0.51%
-$1,391.88 
ET Energy Transfer L.P.
-0.48%
-$1,658.68 
LLY Eli Lilly and Company
-0.45%
-$2,133.6 
UBCP United Bancorp Inc.
-0.35%
-$2,434.85 
MCD McDonald's Corporation
-0.23%
-$858.4 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.21%
-$527.58 
ZBH Zimmer Biomet Holdings, Inc.
-0.18%
-$454.24 
CINF Cincinnati Financial Corporation
-0.17%
-$1,473.23 
ZDEK Innovator Equity Defined Protection ETF
-0.17%
-$1,396.26 
ZAUG Innovator Equity Protector ETF - August Series
-0.16%
-$789.39 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.08%
-$182.28 
FLXR TCW Flexible Income ETF
-0.03%
-$558.96 
MCK McKesson Corporation
-0.02%
-$56.88 
COST Costco Wholesale Corporation
-0.01%
-$16.95 Events
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Dividends
Dividend Analysis
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| Trades 1825 | Longs Won 1011/1825 55% | Profit Factor 2.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $691,994.57 |
| Average Win $161,984.07 | Best Trade (Aug 14) $18.96M | Sharpe Ratio -9.45 |
| Average Loss -$75,334.87 | Worst Trade (Sep 30) -$7.93M | Z-Score -2.1 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $40,633.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,502 | $3.61M | $5.15M | - | $1.54M | 42.56% | +1.748% |
| ABBV AbbVie Inc. | 11,120 | $2.17M | $2.88M | - | $707,239.18 | 32.52% | +1.643% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 15,792 | $1.83M | $1.99M | - | $163,713.12 | 8.96% | +0.807% |
| ADX Adams Diversified Equity Fund, Inc. | 10,333 | $224,780 | $267,314.71 | - | $42,534.71 | 18.92% | +1.411% |
| AFRM Affirm Holdings, Inc. | 3,527 | $262,514.61 | $243,897.69 | - | -$18,616.92 | -7.09% | +1.708% |
| AGG iShares Core U.S. Aggregate Bond ETF | 142,343 | $14.42M | $13.69M | - | -$723,814.16 | -5.02% | +0.141% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 38,148 | $980,403.6 | $980,403.6 | - | - | - | +0.117% |
| AGQ ProShares Ultra Silver | 3,360 | $521,203.2 | $261,458.4 | - | -$259,744.8 | -49.84% | +3.588% |
| AJAN Innovator Equity Defined Protection Fund 2YJ26 | 8,942 | $233,294.1 | $254,990.07 | - | $21,695.97 | 9.3% | -0.206% |
| AJUL AJUL | 13,458 | $362.42 | $362.42 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 1,051 | $215,181.74 | $478,057.86 | - | $262,876.12 | 122.16% | +0.187% |
| AMZN Amazon.com Inc | 6,549 | $1.25M | $1.68M | - | $429,577.05 | 34.41% | +1.727% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,641 | $277,467.36 | $322,271.04 | - | $44,803.68 | 16.15% | +0.645% |
| ARCC Ares Capital Corporation | 50,575 | $1.05M | $997,339 | - | -$52,583.11 | -5.01% | +0.203% |
| ASAN Asana Inc. | 15,000 | $173,850 | $129,075 | - | -$44,775 | -25.75% | +0.526% |
| BALT Inn Defined Wealth Shield Mutual Fund | 59,564 | $1.91M | $2.07M | - | $161,098.63 | 8.43% | +0.274% |
| BDEC Innovator U.S. Equity Buffer ETF | 20,431 | $901,857.45 | $1.12M | - | $213,572.99 | 23.68% | +0.842% |
| BDYN iShares Dynamic Equity Active ETF | 22,356 | $565,830.36 | $627,532.92 | - | $61,702.56 | 10.9% | +1.063% |
| BFEB Innovator U.S. Equity Buffer ETF | 4,597 | $205,256.05 | $247,778.3 | - | $42,522.25 | 20.72% | +0.625% |
| BINC iShares Flexible Income Active ETF | 431,370 | $22.66M | $22.14M | - | -$513,207.45 | -2.27% | +0.029% |
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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 Michelle McCarthy?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P Total U.S. Stock Market ETF - $11.49M, Amplify CWP Enhanced Dividend Income ETF - $4.69M, Invesco QQQ Trust, Series 1 - $2.91M, iShares Core International Stock ETF - $2.86M, and iShares Core U.S. Aggregate Bond ETF - $2.2M. 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 Core S&P U.S. Growth ETF - $13.52M, iShares Core S&P 500 ETF - $5.95M, iShares Russell 1000 Growth ETF - $1.27M, iShares Core S&P Mid-Cap ETF - $1.22M, and Apple Inc - $859,984.09. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michelle McCarthy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $28.29M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.92M, Amplify CWP Enhanced Dividend Income ETF - $2.81M, iShares Core International Stock ETF - $2.33M, iShares Core S&P Total U.S. Stock Market ETF - $2.27M, and iShares Flexible Income Active ETF - $1.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michelle McCarthy's monthly returns?
Michelle McCarthy'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 Michelle McCarthy's strategy be considered aggressive or moderate?
Michelle McCarthy'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 Michelle McCarthy's strategy?
Michelle McCarthy'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.
