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:
39.69%
Gain +0.56%
Monthly
0.15%
Yearly
1.85%
Drawdown
25.67%
$541.49M
Equity
Holdings
$541.49M
Investment
$434.55M
$71.12M
Profit +$2.53M
Realized
-$35.81M
Unrealized
$106.93M
Dividends
$29.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$2.53M
Win %
76%
This Week
Compared To Last Week
Gain
0.47%
Profit
$2.53M
Win %
76%
This Month
Compared to last month
Gain
0.99%
Profit
$5.32M
Win %
76%
This Year
Compared to last year
Gain
11.43%
Profit
$55.56M
Win %
76%
TSLA Tesla, Inc.
+6.25%
+$36,417.33 
MU Micron Technology Inc.
+4.18%
+$76,519.52 
AMAT Applied Materials Inc.
+3.94%
+$15,623.13 
DELL Dell Technologies Inc. Class C Common Stock
+3.89%
+$42,144.48 
CSCO Cisco Systems, Inc.
+3.75%
+$16,710.12 
PWR Quanta Services, Inc.
+3.49%
+$35,460.44 
JCI Johnson Controls International plc
+2.84%
+$10,470.37 
NVDA NVIDIA Corporation
+2.49%
+$56,038.5 
LDOS Leidos Holdings, Inc.
+2.4%
+$6,702.56 
XMMO Invesco S&P MidCap Momentum ETF
+2.19%
+$47,681.88 
XSMO Invesco S&P SmallCap Momentum ETF
+2.14%
+$33,729.36 
XLK State Street Technology Select Sector SPDR ETF
+1.92%
+$12,450.13 
CRWD CrowdStrike Holdings, Inc.
+1.85%
+$10,053.1 
IGM iShares Expanded Tech Sector ETF
+1.53%
+$232,076.67 
XLI State Street Industrial Select Sector SPDR ETF
+1.43%
+$5,307.64 
NEM Newmont Corporation
+1.4%
+$16,752.12 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.35%
+$8,847.8 
QQQ Invesco QQQ Trust, Series 1
+1.33%
+$116,675.24 
IWY iShares Russell Top 200 Growth ETF
+1.28%
+$22,872.96 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.25%
+$12,412.76 
IWF iShares Russell 1000 Growth ETF
+1.25%
+$7,986.4 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.25%
+$2,780.5 
MSFT Microsoft Corporation Common Stock
+1.24%
+$54,671.5 
IVW iShares S&P 500 Growth ETF
+1.22%
+$4,236.32 
IUSG iShares Core S&P U.S. Growth ETF
+1.22%
+$196,163.48 
BLK BlackRock, Inc.
+1.21%
+$2,764.2 
PM Philip Morris International Inc.
+1.2%
+$3,682.44 
BMO Bank of Montreal
+1.15%
+$6,739.43 
ONEQ Fidelity Nasdaq Composite Index ETF
+1.12%
+$2,988.85 
XLY State Street Consumer Discretionary Select Sector SPDR ETF
+1.12%
+$3,046.73 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$9,900 
UBCP United Bancorp Inc.
+1.09%
+$6,640.5 
JPM JPMorgan Chase & Co.
+1.07%
+$22,976.24 
VUG Vanguard Morningstar Growth ETF
+1.07%
+$27,481.5 
TMSL T. Rowe Price Small-Mid Cap ETF
+1.04%
+$41,523.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+1%
+$10,301.9 
BDYN iShares Dynamic Equity Active ETF
+0.96%
+$5,812.56 
ET Energy Transfer LP
+0.88%
+$2,843.46 
IMTM iShares MSCI Intl Momentum Factor ETF
+0.88%
+$23,983.28 
BNOV Innovator U.S. Equity Buffer ETF - November
+0.85%
+$4,482.83 
BDEC Innovator U.S. Equity Buffer ETF - December
+0.84%
+$9,398.26 
IJH iShares Core S&P Mid-Cap ETF
+0.83%
+$63,149.4 
ADX Adams Diversified Equity Fund, Inc.
+0.83%
+$2,169.93 
SCHX Schwab U.S. Large-Cap ETF
+0.8%
+$25,272.96 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.78%
+$560,309.74 
VTI Vanguard Total Stock Market ETF
+0.77%
+$14,685.55 
GUT The Gabelli Utility Trust
+0.76%
+$670.84 
SPY State Street SPDR S&P 500 ETF Trust
+0.75%
+$8,139.6 
VOO Vanguard S&P 500 ETF
+0.75%
+$20,977.45 
IVV iShares Core S&P 500 ETF
+0.74%
+$209,753.94 
SCHF Schwab International Equity ETF
+0.69%
+$7,242.19 
HEGD Swan Hedged Equity US Large Cap ETF
+0.67%
+$86,032.26 
JNJ Johnson & Johnson
+0.66%
+$3,316.44 
XOM ExxonMobil Holdings Corporation
+0.66%
+$3,748.58 
VEA Vanguard FTSE Developed Markets ETF
+0.66%
+$2,485.65 
BRK-B Berkshire Hathaway Inc.
+0.65%
+$5,844.54 
BJUL Innovator U.S. Equity Buffer ETF - July
+0.64%
+$2,658.59 
CINF Cincinnati Financial Corporation
+0.64%
+$5,643.22 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.64%
+$31,640.12 
FFLC Fidelity Fundamental Large Cap Core ETF
+0.64%
+$3,761.05 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.63%
+$2,338.91 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.62%
+$5,078.28 
BFEB Innovator U.S. Equity Buffer ETF - February
+0.62%
+$1,539.99 
CGBL Capital Group Core Balanced ETF
+0.61%
+$9,406.8 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$38,590.85 
EFV iShares MSCI EAFE Value ETF
+0.61%
+$1,406.44 
JHMM John Hancock Multifactor Mid Cap ETF
+0.58%
+$6,279.37 
SCHM Schwab U.S. Mid-Cap ETF
+0.58%
+$16,794 
IEFA iShares Core MSCI EAFE ETF
+0.57%
+$3,843.89 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$3,383.76 
EWC iShares MSCI Canada ETF
+0.57%
+$1,620.81 
LLY Eli Lilly and Company
+0.56%
+$3,005.1 
FENI Fidelity Enhanced International ETF
+0.56%
+$1,272.26 
AMZN Amazon.com Inc
+0.55%
+$8,972.13 
VB Vanguard Small-Cap ETF
+0.54%
+$5,260.56 
BMAR Innovator U.S. Equity Buffer ETF - March
+0.51%
+$3,174.24 
GLD SPDR Gold Shares
+0.5%
+$8,042.89 
IVVB iShares Large Cap Deep Quarterly Laddered ETF
+0.5%
+$15,576.75 
AGQ ProShares Ultra Silver
+0.49%
+$873.6 
COP ConocoPhillips
+0.49%
+$2,477.52 
BOCT Innovator U.S. Equity Buffer ETF - October
+0.49%
+$2,411.1 
GAB Gabelli Equity Trust Inc.
+0.49%
+$378.3 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$11,117.59 
BSEP Innovator U.S. Equity Buffer ETF - September
+0.47%
+$2,422.24 
SMMD iShares Russell 2500 ETF
+0.47%
+$1,530.09 
EFG iShares MSCI EAFE Growth ETF
+0.47%
+$1,296.35 
TACK Fairlead Tactical Sector ETF
+0.47%
+$120.93 
VTV Vanguard Morningstar Value ETF
+0.46%
+$5,179.85 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.45%
+$4,572.92 
BLV Vanguard Long-Term Bond ETF
+0.42%
+$1,171.22 
WMS Advanced Drainage Systems, Inc.
+0.41%
+$7,911.54 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.41%
+$740.25 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.4%
+$1,276.28 
GE General Electric Company
+0.39%
+$1,364.16 
PFLT PennantPark Floating Rate Capital Ltd.
+0.39%
+$962.48 
VBR Vanguard Small-Cap Value ETF
+0.39%
+$1,625.26 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.39%
+$82,350.53 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.37%
+$27,144.72 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$2,454.9 
RWK Invesco S&P MidCap 400 Revenue ETF
+0.37%
+$8,125.58 
CTAS Cintas Corporation
+0.36%
+$4,021.16 
IXUS iShares Core MSCI Total International Stock ETF
+0.36%
+$105,239.68 
MCD McDonald's Corporation
+0.35%
+$1,302.39 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+0.35%
+$1,970.1 
XLRE State Street Real Estate Select Sector SPDR ETF
+0.35%
+$4,325.1 
HBAN HubSpot Inc.
+0.35%
+$983.95 
XLF State Street Financial Select Sector SPDR ETF
+0.33%
+$1,457.43 
BUFB Innovator Laddered Allocation Buffer ETF
+0.32%
+$1,616.42 
DGRO iShares Core Dividend Growth ETF
+0.32%
+$17,274.97 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.32%
+$5,648.42 
XLB State Street Materials Select Sector SPDR ETF
+0.31%
+$4,406.88 
FVAL Fidelity Value Factor ETF
+0.31%
+$30,930.99 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+0.31%
+$206.1 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+0.28%
+$880.09 
RSP Invesco S&P 500 Equal Weight ETF
+0.26%
+$18,992.16 
MUB iShares National Muni Bond ETF
+0.26%
+$1,448.82 
ZALT Innovator U.S. Equity 10 Buffer ETF - Quarterly
+0.26%
+$2,015.01 
DHY Credit Suisse High Yield Credit Fund
+0.25%
+$42.58 
IDV iShares International Select Dividend ETF
+0.25%
+$19,481.28 
QUS State Street SPDR MSCI USA StrategicFactors ETF
+0.24%
+$572.52 
IUSV iShares Core S&P U.S. Value ETF
+0.23%
+$6,368.22 
SLV iShares Silver Trust
+0.23%
+$1,276.44 
MBB iShares MBS ETF
+0.22%
+$1,025.03 
IWS iShares Russell Mid-Cap Value ETF
+0.21%
+$861.59 
ZMAR Innovator Equity Defined Protection ETF - 1 Yr March
+0.21%
+$475.5 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$584.64 
ABBV AbbVie Inc.
+0.19%
+$6,116 
BALT Innovator Defined Wealth Shield ETF
+0.17%
+$3,573.84 
JAJL Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul
+0.17%
+$1,389.4 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.16%
+$3,216.22 
FBND Fidelity Total Bond ETF
+0.14%
+$553.27 
AGG iShares Core U.S. Aggregate Bond ETF
+0.11%
+$15,301.87 
ZJAN Innovator Equity Defined Protection ETF - 1 Yr January
+0.11%
+$448.98 
AJAN Innovator Equity Defined Protection ETF - 2 Yr to January 2028
+0.09%
+$237.86 
ZDEK Innovator Equity Defined Protection ETF - 1 Yr December
+0.09%
+$772.6 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$5,130.58 
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$526.68 
BINC iShares Flexible Income Active ETF
+0.07%
+$15,054.81 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.07%
+$299.43 
BNDX Vanguard Total International Bond ETF
+0.05%
+$250.41 
FLXR TCW Flexible Income ETF
+0.03%
+$558.96 
ZAUG Innovator Equity Defined Protection ETF - 1 Yr August
+0.02%
+$87.71 
ACWV iShares MSCI Global Min Vol Factor ETF
+0.02%
+$315.84 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,126.77 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$78.53 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$44.87 
TJUL Innovator Equity Defined Protection ETF
0%
+$10.26 
CSWC Capital Southwest Corporation
0%
$0 
MVSTW Microvast Holdings Inc.
0%
$0 
HYRM Xtrackers Risk Managed USD High Yield Strategy ETF
0%
$0 
SPTI State Street SPDR Portfolio Intermediate Term Treasury 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 
DVYE iShares Emerging Markets Dividend ETF
-4.12%
-$43,588.8 
VZ Verizon Communications Inc.
-3.79%
-$32,227.03 
CLM Cornerstone Strategic Investment Fund, Inc.
-3.08%
-$3,131.49 
CRF Cornerstone Total Return Fund, Inc.
-2.85%
-$2,449.43 
ASAN Asana Inc. Class A Common Stock
-2.5%
-$4,500 
COIN Coinbase Global Inc. Class A Common Stock
-2.33%
-$5,614.78 
ZBH Zimmer Biomet Holdings Inc.
-2.05%
-$5,397.44 
DIS The Walt Disney Company
-2.01%
-$6,576.6 
ELV Elevance Health, Inc.
-1.96%
-$5,549.1 
PEO Adams Natural Resources Fund, Inc.
-1.75%
-$5,562.54 
XLC State Street Communication Services Select Sector SPDR ETF
-1.57%
-$2,881.76 
PG The Procter & Gamble Company
-1.33%
-$9,615.02 
AAPL Apple Inc.
-1.24%
-$66,891.13 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.19%
-$5,290.32 
MO Altria Group, Inc.
-1.02%
-$4,424.72 
MCK McKesson Corporation
-0.96%
-$3,049.41 
V Visa Inc. Class A
-0.95%
-$7,730.64 
HD The Home Depot, Inc.
-0.89%
-$1,948.16 
META Meta Platforms Inc Class A
-0.84%
-$8,788.55 
PFE Pfizer Inc.
-0.83%
-$2,485.51 
NIO NIO Inc. American Depositary Shares
-0.76%
-$270.85 
GOOG Alphabet Inc
-0.74%
-$2,831.4 
ROKU Roku, Inc. Class A Common Stock
-0.7%
-$3,774 
TRMB Trimble Inc.
-0.68%
-$3,745.3 
T AT&T Inc.
-0.65%
-$5,693.49 
GOOGL Alphabet Inc
-0.64%
-$6,118.64 
ARCC Ares Capital Corp.
-0.56%
-$5,310.37 
XEL Xcel Energy Inc.
-0.54%
-$2,032.39 
AFRM Affirm Holdings, Inc. Class A Common Stock
-0.54%
-$1,322.63 
TJX The TJX Companies, Inc.
-0.52%
-$2,270.88 
IBM International Business Machines Corporation
-0.51%
-$2,218.24 
DUK Duke Energy Corporation
-0.49%
-$1,347.46 
SPEM SPDR Portfolio Emerging Markets ETF
-0.45%
-$3,690.45 
PEP PepsiCo, Inc.
-0.43%
-$903.29 
ILCB iShares MSCI USA ETF
-0.43%
-$3,097.64 
HDV iShares Core High Dividend ETF
-0.3%
-$1,368.9 
XLV State Street Health Care Select Sector SPDR ETF
-0.28%
-$5,091.84 
CVX Chevron Corporation
-0.25%
-$1,042.53 
KO The Coca-Cola Company
-0.24%
-$819.94 
CDC VictoryShares US Eq Income Enhanced Volatility Wtd ETF
-0.22%
-$900.13 
VFLO VictoryShares Free Cash Flow ETF
-0.22%
-$96,307.44 
COST Costco Wholesale Corp
-0.21%
-$723.43 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.12%
-$1,144.44 
STWD Starwood Property Trust, Inc.
-0.12%
-$289.02 
WEC WEC Energy Group Inc.
-0.12%
-$1,109.91 
WMT Walmart Inc.
-0.09%
-$486.64 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$397.68 
XLU State Street Utilities Select Sector SPDR ETF
-0.06%
-$122.95 
SFLO VictoryShares Small Cap Free Cash Flow ETF
-0.05%
-$7,794.54 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$176.86 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.03%
-$392.69 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$870.86 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
-0.02%
-$728.27 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$51.24 Events
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Dividends
Dividend Analysis
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| Trades 1825 | Longs Won 1015/1825 55% | Profit Factor 2.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $683,168.32 |
| Average Win $158,815.68 | Best Trade (Oct 15) $18.39M | Sharpe Ratio -9.45 |
| Average Loss -$76,284 | Worst Trade (Sep 30) -$7.93M | Z-Score -1.97 (98.02%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $38,970.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,502 | $3.61M | $5.32M | - | $1.71M | 47.34% | -1.241% |
| ABBV AbbVie Inc. | 11,120 | $2.17M | $3.18M | - | $1.01M | 46.32% | +0.193% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 15,792 | $1.83M | $2.04M | - | $209,194.08 | 11.45% | +0.016% |
| ADX Adams Diversified Equity Fund, Inc. | 10,333 | $224,780 | $263,801.49 | - | $39,021.49 | 17.36% | +0.829% |
| AFRM Affirm Holdings, Inc. Class A Common Stock | 3,527 | $262,514.61 | $245,849.53 | - | -$16,665.08 | -6.35% | -0.535% |
| AGG iShares Core U.S. Aggregate Bond ETF | 142,343 | $14.42M | $13.67M | - | -$740,539.46 | -5.14% | +0.112% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 38,148 | $980,403.6 | $951,411.12 | - | -$28,992.48 | -2.96% | -0.12% |
| AGQ ProShares Ultra Silver | 3,360 | $521,203.2 | $177,609.6 | - | -$343,593.6 | -65.92% | +0.494% |
| AJAN Innovator Equity Defined Protection ETF - 2 Yr to January 2028 | 8,942 | $233,294.1 | $256,814.24 | - | $23,520.14 | 10.08% | +0.093% |
| AJUL AJUL | 13,458 | $362.42 | $362.42 | - | - | - | 0.0 |
| AMAT Applied Materials Inc. | 1,051 | $215,181.74 | $412,102.35 | - | $196,920.61 | 91.51% | +3.94% |
| AMZN Amazon.com Inc | 6,549 | $1.25M | $1.63M | - | $384,585.42 | 30.8% | +0.552% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 4,641 | $277,467.36 | $317,514.01 | - | $40,046.65 | 14.43% | +0.404% |
| ARCC Ares Capital Corp. | 50,575 | $1.05M | $937,407.62 | - | -$112,514.49 | -10.72% | -0.563% |
| ASAN Asana Inc. Class A Common Stock | 15,000 | $173,850 | $175,800 | - | $1,950 | 1.12% | -2.496% |
| BALT Innovator Defined Wealth Shield ETF | 59,564 | $1.91M | $2.09M | - | $176,287.45 | 9.23% | +0.172% |
| BDEC Innovator U.S. Equity Buffer ETF - December | 20,431 | $901,857.45 | $1.12M | - | $220,417.38 | 24.44% | +0.845% |
| BDYN iShares Dynamic Equity Active ETF | 22,356 | $565,830.36 | $614,119.32 | - | $48,288.96 | 8.53% | +0.956% |
| BFEB Innovator U.S. Equity Buffer ETF - February | 4,597 | $205,256.05 | $249,456.2 | - | $44,200.15 | 21.53% | +0.621% |
| BINC iShares Flexible Income Active ETF | 431,370 | $22.66M | $21.87M | - | -$789,327.39 | -3.48% | +0.069% |
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Option values are updated at end of day.
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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 - $11.69M, Amplify CWP Enhanced Dividend Income ETF - $4.77M, Invesco QQQ Trust, Series 1 - $2.92M, iShares Core MSCI Total 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 - $13.5M, iShares Core S&P 500 ETF - $5.87M, iShares Russell 1000 Growth ETF - $1.27M, iShares Core S&P Mid-Cap ETF - $1.19M, 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 $29.5M 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 - $2.89M, iShares Core S&P Total U.S. Stock Market ETF - $2.47M, iShares Core MSCI Total International Stock ETF - $2.33M, 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.
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