MM
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:
32.61%
Gain +1.47%
Monthly
0.18%
Yearly
2.2%
Drawdown
24.2%
$517.29M
Equity
Holdings
$517.29M
Investment
$388.23M
$124.44M
Profit +$8.63M
Realized
-$4.62M
Unrealized
$129.06M
Dividends
$28.19M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.47%
Profit
$8.63M
Win %
81%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$5.44M
Win %
81%
This Month
Compared to last month
Gain
-0.84%
Profit
-$4.36M
Win %
81%
This Year
Compared to last year
Gain
8.27%
Profit
$39.52M
Win %
81%
MU Micron Technology, Inc.
+11.69%
+$248,403.92 
AMAT Applied Materials, Inc.
+11.17%
+$58,563.04 
CLF Cleveland-Cliffs Inc.
+10.39%
+$13,725.6 
AMD Advanced Micro Devices, Inc.
+7.96%
+$68,221.9 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$22,902.17 
HON Honeywell International Inc.
+6.45%
+$14,220.26 
DELL Dell Technologies Inc.
+5.94%
+$52,134.81 
SLV iShares Silver Trust
+5.5%
+$36,607.16 
NEM Newmont Corporation
+5.2%
+$52,727.6 
PWR Quanta Services Inc.
+4.99%
+$60,403.58 
TSLA Tesla, Inc.
+4.63%
+$26,292.96 
GE General Electric Company
+4.42%
+$16,203.49 
WMS Advanced Drainage Systems, Inc.
+4.29%
+$90,132 
XMMO Invesco S&P MidCap Momentum ETF
+4.28%
+$114,022.61 
COIN Coinbase Global, Inc.
+4.2%
+$9,470.36 
IMTM iShares MSCI International Momentum Factor ETF
+3.96%
+$104,710.69 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$10,941.84 
XSMO Invesco S&P SmallCap Momentum ETF
+3.82%
+$66,347.52 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$22,846.98 
TMSL T. Rowe Price Small-Mid Cap ETF
+3.71%
+$143,361 
SCHF Schwab International Equity ETF
+3.67%
+$38,479.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$13,459.36 
IGM iShares Expanded Tech Sector ETF
+3.45%
+$508,316.16 
IXUS iShares Core International Stock ETF
+3.38%
+$992,971.62 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$291,605.16 
XLB Materials Select Sector SPDR Fund
+3.27%
+$44,397.72 
FENI Fidelity Enhanced International ETF
+3.24%
+$7,214.76 
XLI Industrial Select Sector SPDR Fund
+3.24%
+$18,073.08 
SMMD iShares Russell 2500 ETF
+3.18%
+$10,650.38 
GLD SPDR Gold Shares
+3.12%
+$51,111.68 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$20,743.36 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$86,209.38 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+2.83%
+$28,583.84 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.71%
+$7,050.34 
RWK Invesco S&P Midcap 400 Revenue ETF
+2.6%
+$56,432.8 
QEFA SPDR MSCI EAFE StrategicFactors ETF
+2.54%
+$7,336.8 
CSCO Cisco Systems, Inc.
+2.53%
+$12,771.43 
ONEQ Fidelity Nasdaq Composite Index Fund
+2.53%
+$9,020.5 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$198,138.11 
VB Vanguard Small-Cap ETF
+2.52%
+$24,699.62 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$157,241.95 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$18,388.75 
IDV iShares International Select Dividend ETF
+2.32%
+$180,832.42 
ROKU Roku, Inc.
+2.31%
+$9,180 
IUSG iShares Core S&P U.S. Growth ETF
+2.3%
+$356,048.28 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.27%
+$21,615.24 
HD The Home Depot, Inc.
+2.26%
+$4,989.31 
PFE Pfizer Inc.
+2.25%
+$5,681 
DVYE iShares Emerging Markets Dividend ETF
+2.25%
+$22,393.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.23%
+$7,489.08 
HBAN Huntington Bancshares Incorporated
+2.2%
+$6,560.1 
NVDA NVIDIA Corporation
+2.17%
+$46,172.4 
LLY Eli Lilly and Company
+2.13%
+$10,168.2 
JHMM John Hancock Multifactor Mid Cap ETF
+2.11%
+$22,357.68 
IWS iShares Russell Mid-Cap Value ETF
+2.07%
+$8,274.92 
BDYN iShares Dynamic Equity Active ETF
+2.06%
+$12,740.2 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$8,188.12 
FFLC Fidelity Large Cap Core Fund
+1.93%
+$11,112.94 
ADX Adams Diversified Equity Fund, Inc.
+1.89%
+$4,659.34 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$16,352 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$1.29M 
VFLO VictoryShares Free Cash Flow ETF
+1.86%
+$658,943.04 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.86%
+$32,758.24 
VO Vanguard Mid-Cap ETF
+1.85%
+$14,350 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.81%
+$31,838.87 
CGBL Capital Group Core Balanced ETF
+1.8%
+$25,217.94 
VUG Vanguard Growth ETF
+1.78%
+$43,949.04 
DIS The Walt Disney Company
+1.77%
+$5,979.75 
SCHX Schwab U.S. Large-Cap ETF
+1.75%
+$53,508.5 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.74%
+$3,714.04 
VOO Vanguard S&P 500 ETF
+1.72%
+$46,057.55 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$17,802.44 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+1.7%
+$111,817.68 
QUAL iShares MSCI USA Quality Factor ETF
+1.69%
+$10,705.38 
IVV iShares Core S&P 500 ETF
+1.69%
+$462,351.29 
VTV Vanguard Value ETF
+1.68%
+$17,497.45 
GGN GAMCO Global Gold, Natural Resources & Income Trust
+1.67%
+$1,948.96 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.59%
+$4,689.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$15,522.52 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$10,442.9 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$106,304.4 
IWY iShares Russell Top 200 Growth ETF
+1.45%
+$26,511.84 
JPM JPMorgan Chase & Co.
+1.42%
+$28,349.2 
CLM Cornerstone Strategic Investment Fund, Inc.
+1.42%
+$2,233.87 
WDIV SPDR S&P Global Dividend ETF
+1.4%
+$5,789.76 
AMZN Amazon.com Inc
+1.4%
+$20,984.41 
AAPL Apple Inc.
+1.39%
+$62,892.45 
EWC iShares MSCI Canada ETF
+1.34%
+$3,637.85 
BMO Bank of Montreal
+1.33%
+$7,596.93 
TLT iShares 20+ Year Treasury Bond ETF
+1.28%
+$2,487.38 
CRF Cornerstone Total Return Fund, Inc.
+1.27%
+$1,879.92 
FVAL Fidelity Value Factor ETF
+1.26%
+$119,154.31 
CFO VictoryShares US 500 Enhanced ETF
+1.25%
+$2,777.61 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$26,061.66 
BLV Vanguard Long-Term Bond ETF
+1.19%
+$3,376.17 
GAB Gabelli Equity Trust Inc.
+1.17%
+$1,004.31 
VYM Vanguard High Dividend Yield ETF
+1.16%
+$6,789.3 
ILTB iShares Core 10+ Year USD Bond ETF
+1.16%
+$2,769.63 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.15%
+$6,730.56 
HEGD Swan Hedged Equity US Large Cap Fund
+1.15%
+$138,561.3 
CINF Cincinnati Financial Corporation
+1.12%
+$8,654.36 
BNOV FGCI Inc.
+1.12%
+$3,312.68 
DIVO Amplify CWP Enhanced Dividend Income ETF
+1.11%
+$222,203.03 
SFLO VS Small Cap Free Cash Flow ETF
+1.06%
+$135,507.46 
IUSV iShares Core S&P U.S. Value ETF
+1.04%
+$26,727.89 
XLC Communication Services Select Sector SPDR Fund
+0.99%
+$1,918.4 
NIO Nio Inc.
+0.94%
+$525.45 
BFEB Innovator U.S. Equity Buffer ETF
+0.92%
+$2,404.08 
GOOG Alphabet Inc
+0.91%
+$3,905.06 
IBM International Business Machines Corporation
+0.89%
+$4,006.49 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.86%
+$36,786.98 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$41,233.92 
MCD McDonald's Corporation
+0.83%
+$3,459.21 
CTAS Cintas Corporation
+0.82%
+$7,302.32 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$12,098.79 
XLF Financial Select Sector SPDR Fund
+0.76%
+$3,124.05 
PLTR Palantir Technologies Inc.
+0.69%
+$2,619.95 
GOF Guggenheim Strategic Opportunities Fund
+0.69%
+$971.33 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$3,310.3 
MBB iShares MBS ETF
+0.65%
+$4,372.48 
GUT The Gabelli Utility Trust
+0.63%
+$700.4 
FBND Fidelity Total Bond ETF
+0.62%
+$2,760.24 
IVVB iShares Large Cap Deep Buffer ETF
+0.59%
+$18,390.71 
BNDX Vanguard Total International Bond ETF
+0.58%
+$2,911.72 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$80,555.44 
BLK BlackRock, Inc.
+0.57%
+$1,186.11 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$11,917.23 
IUSB iShares Core Universal USD Bond ETF
+0.56%
+$3,849.99 
GOVT iShares U.S. Treasury Bond ETF
+0.53%
+$28,852.44 
SPHY SPDR Portfolio High Yield Bond ETF
+0.52%
+$1,515.12 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.51%
+$9,716.64 
BJUL Innovator U.S. Equity Buffer ETF
+0.49%
+$1,958.37 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.48%
+$2,315.93 
GOOGL Alphabet Inc
+0.39%
+$4,040.73 
TJX The TJX Companies, Inc.
+0.38%
+$1,908.48 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.33%
+$1,401.18 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.32%
+$9,785.69 
LDOS Leidos Holdings Inc.
+0.32%
+$799.89 
FLXR TCW Flexible Income ETF
+0.31%
+$5,948.88 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$2,357.2 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.29%
+$2,111.63 
BINC iShares Flexible Income Active ETF
+0.29%
+$61,582.35 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.29%
+$8,026.2 
ISTB iShares Core 1-5 Year USD Bond ETF
+0.27%
+$3,364.92 
JAJL Innovator EDP ETF - 6M January/July
+0.25%
+$2,089.62 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$640.68 
BDEC Innovator U.S. Equity Buffer ETF
+0.24%
+$2,116.22 
BMAR Innovator U.S. Equity Buffer ETF
+0.23%
+$1,327.56 
XEL Xcel Energy Inc.
+0.22%
+$822.63 
TJUL Innovator Equity Defined Protection ETF 0725
+0.22%
+$1,668.03 
MUB iShares National Muni Bond ETF
+0.21%
+$1,114.74 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.19%
+$1,274.17 
SHY iShares 1-3 Year Treasury Bond ETF
+0.17%
+$870.24 
ARCC Ares Capital Corporation
+0.16%
+$1,517.25 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.12%
+$872.08 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.11%
+$237.75 
XLU Utilities Select Sector SPDR Fund
+0.08%
+$240.31 
BJAN Innovator U.S. Equity Buffer ETF - January
+0.07%
+$250.96 
BALT Inn Defined Wealth Shield Mutual Fund
+0.04%
+$583.74 
BSEP Innovator U.S. Equity Buffer ETF
+0.04%
+$185.34 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$159.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,514.07 
AJUL
0%
$0 
ANTM Anthem Inc
0%
$0 
HYRM Xtrackers Risk Managed USD High Yield Strategy ETF
0%
$0 
JCI
0%
$0 
SQ Block, Inc.
0%
$0 
TJAN
0%
$0 
ZFEB
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
COP ConocoPhillips
-3.8%
-$15,134.64 
OXY Occidental Petroleum Corporation
-2.85%
-$8,913.12 
XOM Exxon Mobil Corporation
-2.68%
-$12,436.58 
MVSTW Microvast Holdings Inc.
-2.44%
-$36.07 
MO Altria Group, Inc.
-2.35%
-$9,625.12 
PFLT PennantPark Floating Rate Capital Ltd.
-2.23%
-$6,929.82 
CVX Chevron Corporation
-2.11%
-$7,436 
MSFT Microsoft Corp.
-1.79%
-$61,181.07 
FIS Fidelity National Information Services, Inc.
-1.62%
-$2,308.32 
ASAN Asana Inc.
-1.45%
-$2,200 
ET Energy Transfer L.P.
-1.42%
-$3,674.16 
PM Philip Morris International Inc.
-1.27%
-$3,658.1 
KO The Coca-Cola Company
-1.26%
-$3,856.65 
V Visa Inc. Class A
-1.19%
-$7,630.71 
TRMB Trimble Inc.
-1.19%
-$5,226 
ZBH Zimmer Biomet Holdings, Inc.
-1.15%
-$2,293.9 
PEO Adams Natural Resources Fund Inc.
-1%
-$2,619.24 
UBCP United Bancorp Inc.
-0.95%
-$6,640.5 
T AT&T Inc.
-0.86%
-$8,580.4 
WEC WEC Energy Group Inc.
-0.82%
-$7,980.6 
COST Costco Wholesale Corporation
-0.82%
-$2,762.86 
TACK Fairlead Strategic Funds, LLC - Fairlead Tactical Sector ETF
-0.7%
-$193.86 
CSWC Capital Southwest Corporation
-0.68%
-$3,186.88 
DUK Duke Energy Corporation
-0.67%
-$1,821.97 
STWD Starwood Property Trust Inc.
-0.65%
-$2,119.48 
QUS SPDR MSCI USA StrategicFactors ETF
-0.64%
-$1,410.14 
DHY Credit Suisse High Yield Bond Fund
-0.57%
-$148.79 
PG Procter & Gamble Co
-0.45%
-$3,013 
META Meta Platforms Inc Class A
-0.45%
-$4,102.95 
PEP PepsiCo, Inc.
-0.44%
-$972.74 
FISV Fiserv, Inc.
-0.41%
-$437.8 
MCK McKesson Corporation
-0.4%
-$990.66 
AJAN Innovator Equity Defined Protection Fund 2YJ26
-0.35%
-$1,778.31 
JKD iShares Morningstar Large-Cap ETF
-0.33%
-$2,379.22 
HDV iShares Core High Dividend ETF
-0.22%
-$921.3 
XLRE The Real Estate Select Sector SPDR Fund
-0.18%
-$2,282.32 
ZJAN Innovator Defined Wealth Shield ETF
-0.18%
-$784.99 
ZDEK Innovator Equity Defined Protection ETF
-0.17%
-$790.37 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
-0.16%
-$1,560.48 
ZAUG Innovator Equity Protector ETF - August Series
-0.13%
-$613.97 
WMT Walmart Inc.
-0.09%
-$523.27 
ABBV AbbVie Inc.
-0.08%
-$2,106.72 
JNJ Johnson & Johnson
-0.05%
-$221.85 
VZ Verizon Communications Inc.
-0.04%
-$354.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1626 | Longs Won 1104/1626 67% | Profit Factor 3.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $817,686.86 |
| Average Win $154,010.94 | Best Trade (Jun 11) $25.8M | Sharpe Ratio -9.63 |
| Average Loss -$87,340.65 | Worst Trade (Sep 30) -$7.93M | Z-Score 11.02 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $76,529.06 |
| 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 | 5,917 | 5,325 | 4,734 | 4,142 | 3,550 | 2,959 | 2,367 | 1,775 | 1,183 | 592 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
