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:
23.34%
Gain -0.14%
Monthly
0.1%
Yearly
1.21%
Drawdown
25.71%
$526.74M
Equity
Holdings
$526.74M
Investment
$434.55M
$55.8M
Profit -$671,643.85
Realized
-$36.38M
Unrealized
$92.18M
Dividends
$27.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$671,643.85
Win %
77%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.4M
Win %
77%
This Month
Compared to last month
Gain
-0.47%
Profit
-$2.47M
Win %
77%
This Year
Compared to last year
Gain
8.4%
Profit
$40.81M
Win %
77%
UBCP United Bancorp Inc.
+3.4%
+$23,020.4 
ELV Elevance Health, Inc.
+2.62%
+$6,275.68 
PLTR Palantir Technologies Inc.
+2.32%
+$10,192.4 
MSFT Microsoft Corp.
+1.74%
+$57,531.24 
GOOG Alphabet Inc
+1.65%
+$6,921.2 
PEO Adams Natural Resources Fund Inc.
+1.6%
+$4,326.42 
GOOGL Alphabet Inc
+1.54%
+$15,947.36 
DHY Credit Suisse High Yield Bond Fund
+1.44%
+$266.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.4%
+$4,912.44 
MU Micron Technology, Inc.
+1.39%
+$24,603 
COP ConocoPhillips
+1.33%
+$5,122.44 
COIN Coinbase Global, Inc.
+1.25%
+$2,873.36 
CVX Chevron Corporation
+1.17%
+$3,869.75 
AMZN Amazon.com Inc
+1%
+$16,241.52 
AGQ ProShares Ultra Silver
+0.99%
+$2,016 
XOM Exxon Mobil Corporation
+0.86%
+$3,918.97 
TRMB Trimble Inc.
+0.84%
+$3,875.95 
V Visa Inc. Class A
+0.68%
+$4,867.8 
TJX The TJX Companies, Inc.
+0.63%
+$2,898.36 
T AT&T Inc.
+0.62%
+$5,693.49 
IGM iShares Expanded Tech Sector ETF
+0.55%
+$81,684.26 
SLV iShares Silver Trust
+0.47%
+$2,784.96 
DUK Duke Energy Corporation
+0.47%
+$1,281.73 
DVYE iShares Emerging Markets Dividend ETF
+0.47%
+$4,691.85 
META Meta Platforms Inc Class A
+0.42%
+$4,414.56 
ADX Adams Diversified Equity Fund, Inc.
+0.35%
+$929.97 
PWR Quanta Services Inc.
+0.29%
+$3,346.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.23%
+$2,264.49 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.22%
+$765.6 
IBM International Business Machines Corporation
+0.22%
+$814.51 
XLC Communication Services Select Sector SPDR Fund
+0.18%
+$355.88 
XLK State Street Technology Select Sector SPDR ETF
+0.18%
+$1,098.02 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$13,323.64 
IUSG iShares Core S&P U.S. Growth ETF
+0.14%
+$22,567.48 
ET Energy Transfer L.P.
+0.12%
+$394.93 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.12%
+$311.88 
SFLO VS Small Cap Free Cash Flow ETF
+0.1%
+$13,640.44 
VUG Vanguard Growth ETF
+0.07%
+$1,625.25 
ZAUG Innovator Equity Protector ETF - August Series
+0.05%
+$263.13 
IWF iShares Russell 1000 Growth ETF
+0.05%
+$321.6 
VFLO VictoryShares Free Cash Flow ETF
+0.04%
+$16,051.24 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.04%
+$124 
BSEP Innovator U.S. Equity Buffer ETF
+0.04%
+$189.98 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.03%
+$122.2 
MGK Vanguard Mega Cap Growth ETF
+0.02%
+$200 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$157.06 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,969.23 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$95.67 
AJUL
0%
$0 
ASAN Asana Inc.
0%
$0 
HYRM Xtrackers Risk Managed USD High Yield Strategy ETF
0%
$0 
TJAN
0%
$0 
TOCT
0%
$0 
ZALT Innovator U.S. Equity 10% Buffer ETF
0%
$0 
ZFEB
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
MVSTW Microvast Holdings Inc.
-76.92%
-$124.37 
PFLT PennantPark Floating Rate Capital Ltd.
-3.93%
-$10,972.22 
WMS Advanced Drainage Systems, Inc.
-3.46%
-$74,866.61 
DELL Dell Technologies Inc.
-3.3%
-$31,050.71 
TSLA Tesla, Inc.
-2.93%
-$17,492.22 
STWD Starwood Property Trust Inc.
-2.65%
-$8,670.6 
GE General Electric Company
-2.47%
-$10,505.24 
LLY Eli Lilly and Company
-2.23%
-$11,020.8 
CSWC Capital Southwest Corporation
-2.22%
-$10,755.72 
BMO Bank of Montreal
-2.03%
-$12,820.5 
HD The Home Depot, Inc.
-1.92%
-$4,465.86 
PEP PepsiCo, Inc.
-1.74%
-$3,643.78 
AAPL Apple Inc.
-1.65%
-$85,570.88 
ARCC Ares Capital Corporation
-1.62%
-$15,678.25 
WMT Walmart Inc.
-1.59%
-$8,657.74 
DIS The Walt Disney Company
-1.5%
-$4,277.7 
BLK BlackRock, Inc.
-1.48%
-$3,237.48 
JNJ Johnson & Johnson
-1.48%
-$7,128.46 
CTAS Cintas Corporation
-1.37%
-$13,864.54 
ZBH Zimmer Biomet Holdings, Inc.
-1.35%
-$3,286.56 
XLB Materials Select Sector SPDR Fund
-1.29%
-$17,902.95 
PFE Pfizer Inc.
-1.26%
-$3,137.7 
EWC iShares MSCI Canada ETF
-1.25%
-$3,476.52 
MCK McKesson Corporation
-1.18%
-$3,144.2 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.15%
-$47,874.47 
HBAN Huntington Bancshares Incorporated
-1.07%
-$3,488.55 
WEC WEC Energy Group Inc.
-1.06%
-$10,245.6 
NIO Nio Inc.
-1.02%
-$541.7 
JPM JPMorgan Chase & Co.
-1.01%
-$22,137.16 
PG Procter & Gamble Co
-1%
-$6,739.5 
XLI Industrial Select Sector SPDR Fund
-1%
-$4,025.73 
IMTM iShares MSCI International Momentum Factor ETF
-0.98%
-$27,216.97 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$15,575.04 
JCI Johnson Controls International plc
-0.95%
-$3,404.8 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.91%
-$2,518.95 
IDV iShares International Select Dividend ETF
-0.91%
-$72,359.04 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.9%
-$20,215.23 
EFG iShares MSCI EAFE Growth ETF
-0.89%
-$2,521.99 
AFRM Affirm Holdings, Inc.
-0.84%
-$2,257.28 
XSMO Invesco S&P SmallCap Momentum ETF
-0.83%
-$14,656.21 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.83%
-$3,492.58 
GAB Gabelli Equity Trust Inc.
-0.8%
-$680.93 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$5,360.28 
XLRE The Real Estate Select Sector SPDR Fund
-0.78%
-$10,236.07 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$62,096.91 
GUT The Gabelli Utility Trust
-0.77%
-$838.55 
XLU Utilities Select Sector SPDR Fund
-0.76%
-$1,696.71 
FENI Fidelity Enhanced International ETF
-0.75%
-$1,734.9 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.75%
-$3,019.86 
COST Costco Wholesale Corporation
-0.74%
-$2,366.22 
SMMD iShares Russell 2500 ETF
-0.74%
-$2,512.37 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$16,795.68 
IWS iShares Russell Mid-Cap Value ETF
-0.74%
-$2,985.21 
EFV iShares MSCI EAFE Value ETF
-0.74%
-$1,695.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.73%
-$2,786.13 
IUSV iShares Core S&P U.S. Value ETF
-0.73%
-$19,340.52 
DGRO iShares Core Dividend Growth ETF
-0.69%
-$36,243.57 
JHMM John Hancock Multifactor Mid Cap ETF
-0.69%
-$7,535.25 
AMAT Applied Materials, Inc.
-0.69%
-$3,815.13 
BLV Vanguard Long-Term Bond ETF
-0.68%
-$1,959.14 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.67%
-$12,518.12 
ABBV AbbVie Inc.
-0.66%
-$18,626 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.65%
-$3,820.8 
CSCO Cisco Systems, Inc.
-0.65%
-$3,057.24 
XMMO Invesco S&P MidCap Momentum ETF
-0.65%
-$16,458.72 
SCHF Schwab International Equity ETF
-0.65%
-$6,850.73 
VB Vanguard Small-Cap ETF
-0.63%
-$6,292.35 
PM Philip Morris International Inc.
-0.62%
-$1,852.8 
VTV Vanguard Value ETF
-0.6%
-$6,613.14 
SCHM Schwab U.S. Mid-Cap ETF
-0.6%
-$17,633.7 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$38,590.85 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$41,149.63 
XLF Financial Select Sector SPDR Fund
-0.58%
-$2,560.35 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
-0.56%
-$143.1 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.55%
-$5,716.15 
MCD McDonald's Corporation
-0.53%
-$2,116.41 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.53%
-$37,701 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$3,107.91 
HDV iShares Core High Dividend ETF
-0.51%
-$2,205.45 
IXUS iShares Core International Stock ETF
-0.51%
-$151,757.27 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$2,998.83 
BDEC Innovator U.S. Equity Buffer ETF
-0.46%
-$5,005.6 
VO Vanguard Mid-Cap ETF
-0.46%
-$3,670.44 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$1,825.4 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.41%
-$14,279.8 
QUS SPDR MSCI USA StrategicFactors ETF
-0.41%
-$930 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.39%
-$1,229.87 
XEL Xcel Energy Inc.
-0.37%
-$1,403.31 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.36%
-$73,447.77 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.33%
-$747 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$6,891.9 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$17,957.03 
BJUL Innovator U.S. Equity Buffer ETF
-0.3%
-$1,235.68 
VZ Verizon Communications Inc.
-0.3%
-$2,471.69 
NEM Newmont Corporation
-0.29%
-$2,856.1 
GLD SPDR Gold Shares
-0.28%
-$4,526.85 
FBND Fidelity Total Bond ETF
-0.28%
-$1,152.62 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$8,424.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$188,943.12 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$1,197.7 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.27%
-$728.7 
HEGD Swan Hedged Equity US Large Cap Fund
-0.26%
-$33,456.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$36,297.46 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$1,730.52 
MBB iShares MBS ETF
-0.25%
-$1,195.44 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$4,699.41 
CGBL Capital Group Core Balanced ETF
-0.24%
-$3,762.72 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$2,490.28 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,133.55 
VOO Vanguard S&P 500 ETF
-0.23%
-$6,297.27 
MO Altria Group, Inc.
-0.23%
-$989.74 
IVVB iShares Large Cap Deep Buffer ETF
-0.23%
-$7,031.79 
BDYN iShares Dynamic Equity Active ETF
-0.22%
-$1,341.36 
FVAL Fidelity Value Factor ETF
-0.21%
-$20,620.66 
IVV iShares Core S&P 500 ETF
-0.21%
-$57,901.8 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.2%
-$1,945.55 
FFLC Fidelity Large Cap Core Fund
-0.2%
-$1,168.97 
NVDA NVIDIA Corporation
-0.19%
-$4,162.75 
ILCB iShares Morningstar U.S. Equity ETF
-0.18%
-$1,245.79 
ROKU Roku, Inc.
-0.17%
-$850 
FLXR TCW Flexible Income ETF
-0.17%
-$3,633.24 
MUB iShares National Muni Bond ETF
-0.16%
-$939.05 
BUFB Innovator Laddered Allocation Buffer ETF
-0.15%
-$746.04 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.13%
-$169.27 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.13%
-$330.85 
CRF Cornerstone Total Return Fund, Inc.
-0.12%
-$130.64 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.12%
-$2,368.8 
BINC iShares Flexible Income Active ETF
-0.12%
-$25,882.2 
BNOV FGCI Inc.
-0.12%
-$594.11 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.11%
-$1,439.85 
SPEM SPDR Portfolio Emerging Markets ETF
-0.11%
-$902.11 
GGN GAMCO Global Gold, Natural Resources & Income Trust
-0.1%
-$65.22 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$767.72 
CINF Cincinnati Financial Corporation
-0.09%
-$848.98 
ZDEK Innovator Equity Defined Protection ETF
-0.09%
-$775.7 
LDOS Leidos Holdings Inc.
-0.09%
-$185.04 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.09%
-$4,026.93 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.08%
-$379.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$565.36 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.08%
-$2,322.28 
BFEB Innovator U.S. Equity Buffer ETF
-0.08%
-$183.42 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$187.88 
TJUL Innovator Equity Defined Protection ETF 0725
-0.07%
-$513.24 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$397.68 
ZMAR Inovatr E D Prct ETF - 1 MAR
-0.06%
-$126.8 
JAJL Innovator EDP ETF - 6M January/July
-0.05%
-$416.82 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.04%
-$441.51 
BMAR Innovator U.S. Equity Buffer ETF
-0.04%
-$261.12 
KO The Coca-Cola Company
-0.04%
-$130.44 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$207.03 
ZJAN Innovator Defined Wealth Shield ETF
-0.04%
-$147.17 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$595.64 
SPHY SPDR Portfolio High Yield Bond ETF
-0.02%
-$64.96 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.01%
-$26.25 Events
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Dividends
Dividend Analysis
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| Trades 1825 | Longs Won 982/1825 53% | Profit Factor 2.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $615,636 |
| Average Win $146,208.75 | Best Trade (Jul 22) $16.3M | Sharpe Ratio -9.52 |
| Average Loss -$70,674.67 | Worst Trade (Sep 30) -$7.93M | Z-Score -4.51 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $30,574.35 |
| 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 | 7,463 | 6,716 | 5,970 | 5,224 | 4,478 | 3,731 | 2,985 | 2,239 | 1,493 | 746 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $11.47M, Amplify CWP Enhanced Dividend Income ETF - $4.56M, Invesco QQQ Trust, Series 1 - $2.91M, iShares Core International Stock ETF - $2.88M, and iShares Core U.S. Aggregate Bond ETF - $2.11M. 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 - $1.21M, and Apple Inc - $864,169.63. 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 $27.34M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $2.83M, Amplify CWP Enhanced Dividend Income ETF - $2.68M, iShares Core International Stock ETF - $2.35M, iShares Core S&P Total U.S. Stock Market ETF - $2.25M, and iShares Flexible Income Active ETF - $1.57M. 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.
