Timothy T. Murray Portfolio
Invests via Gladwyn Financial Advisors Inc. | Managed by Timothy T. Murray
Invests via Gladwyn Financial Advisors Inc.
Managed by Timothy T. Murray
Automatically Tracked
Former Massachusetts lieutenant governor and Worcester mayor, Timothy T. Murray is an executive with experience bridging government, infrastructure and higher-education sectors. He has led public-sector reform initiatives, moved into corporate and advisory roles focused on government affairs, strategic partnerships and project delivery, and serves on boards and investment committees that evaluate infrastructure and education-related opportunities for long-term investors.
Former Massachusetts lieutenant governor and Worcester mayor, Timothy T. Murray is an executive with experience bridging government, infrastructure and higher-education sectors. He has led public-sector reform initiatives, moved into corporate and advisory roles focused on government affairs, strategic partnerships and project delivery, and serves on boards and investment committees that evaluate infrastructure and education-related opportunities for long-term investors.
Investment Philosophy & Strategy
Leans toward long-duration, mission-aligned infrastructure and education investments that combine stable cash flows with public benefit. Prefers public‑private partnership structures and concession-style capital deployment, emphasizing rigorous stakeholder due diligence, regulatory navigation, and project delivery metrics. Investment selection prioritizes durable revenue contracts, operationally scalable assets, and alignment with government stakeholders. Uses board-level governance, active sponsor oversight, and conservative leverage to preserve capital while seeking inflation‑linked returns and measurable social impact over multi-decade horizons.
Leans toward long-duration, mission-aligned infrastructure and education investments that combine stable cash flows with public benefit. Prefers public‑private partnership structures and concession-style capital deployment, emphasizing rigorous stakeholder due diligence, regulatory navigation, and project delivery metrics. Investment selection prioritizes durable revenue contracts, operationally scalable assets, and alignment with government stakeholders. Uses board-level governance, active sponsor oversight, and conservative leverage to preserve capital while seeking inflation‑linked returns and measurable social impact over multi-decade horizons.
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:
17.21%
Gain +0.28%
Monthly
1.14%
Yearly
14.54%
Drawdown
5.92%
$162M
Equity
Holdings
$162M
Investment
$140.54M
$22.19M
Profit +$410,262.86
Realized
$739,375.32
Unrealized
$21.45M
Dividends
$4.03M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$410,262.86
Win %
66%
This Week
Compared To Last Week
Gain
0.25%
Profit
$410,262.86
Win %
66%
This Month
Compared to last month
Gain
1.9%
Profit
$3.01M
Win %
66%
This Year
Compared to last year
Gain
1.21%
Profit
$1.96M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$43,259.91 
CACI Caci International Inc.
+4.27%
+$26,519.99 
TT Trane Technologies plc
+3.33%
+$7,467.04 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$249 
VZ Verizon Communications Inc.
+1.52%
+$2,353.4 
SUSL iShares ESG MSCI USA Leaders ETF
+1.47%
+$249.1 
GE General Electric Company
+1.42%
+$7,067.15 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$101,296.6 
VUG Vanguard Growth ETF
+1.1%
+$14,423.37 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$35.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$69,147.12 
UNP Union Pacific Corporation
+0.92%
+$825.03 
MGC Vanguard Mega Cap ETF
+0.87%
+$14.16 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$144.15 
GEV GE Vernova Inc.
+0.85%
+$3,407.1 
MCD McDonald's Corporation
+0.82%
+$561 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$434 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$694.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,323.74 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$14,749.16 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$293.7 
DOW Dow Inc.
+0.67%
+$29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$529.62 
Q Qnity Electronics Inc.
+0.51%
+$390.05 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$22,887.54 
PG Procter & Gamble Co
+0.37%
+$1,267.23 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$13,106.04 
GD General Dynamics Corporation
+0.32%
+$7,333.42 
ILCV iShares Morningstar Value ETF
+0.29%
+$13.64 
JPM JPMorgan Chase & Co.
+0.27%
+$1,740.88 
VT Vanguard Total World Stock ETF
+0.26%
+$43.46 
ALLE Allegion plc
+0.22%
+$118.32 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$24,651.82 
JNJ Johnson & Johnson
+0.21%
+$381.07 
CCL Carnival Corporation Ltd.
+0.14%
+$4.04 
MMM 3M Company
+0.12%
+$209.57 
WM Waste Management, Inc.
+0.1%
+$55.88 
WMT Walmart Inc.
+0.09%
+$182.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$455.46 
CTVA Corteva Inc.
-11.9%
-$3,539.79 
CC Chemours Co.
-2.92%
-$22 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$577.92 
PPG PPG Industries Inc.
-1.35%
-$409.21 
DD DuPont de Nemours, Inc.
-1.32%
-$723.12 
NEE NextEra Energy, Inc.
-1.15%
-$9,194.03 
IR Ingersoll Rand Inc.
-1.11%
-$470 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$904.32 
KO The Coca-Cola Company
-1.02%
-$7,144.2 
NCLH Norwegian Cruise Line Holdings Ltd.
-1.01%
-$19 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$130.98 
XOM Exxon Mobil Corporation
-0.97%
-$3,234.42 
D Dominion Energy, Inc.
-0.8%
-$228.48 
ED Consolidated Edison, Inc.
-0.74%
-$430.11 
EFA iShares MSCI EAFE ETF
-0.62%
-$6,483.84 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$30,556.82 
WEC WEC Energy Group Inc.
-0.57%
-$1,215.28 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$3,562.13 
ALL Allstate Corporation
-0.49%
-$1,268.81 
VXF Vanguard Extended Market ETF
-0.3%
-$159.04 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$32,871.96 
VTV Vanguard Value ETF
-0.27%
-$3,893.93 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,713.25 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$29,502.59 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$23,170.5 
BNDX Vanguard Total International Bond ETF
-0.23%
-$5,935.71 
VB Vanguard Small-Cap ETF
-0.22%
-$271.25 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$13,389.95 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$25,085.28 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$13.5 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$1,091.61 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$11,655.83 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$3,822.08 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$7,237.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$3,589.56 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$6,591.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$414.99 
TIP iShares TIPS Bond ETF
-0.1%
-$27.94 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$3,176.6 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$3,864.3 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,276.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$36.8 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,182.09 Events
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Dividends
Dividend Analysis
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| Trades 302 | Longs Won 205/302 67% | Profit Factor 23.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $326,561.41 |
| Average Win $113,028.37 | Best Trade (Aug 17) $3.09M | Sharpe Ratio -27.9 |
| Average Loss -$10,080.66 | Worst Trade (Aug 17) -$256,062.92 | Z-Score 6.46 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 6d | Expectancy $73,486.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,397 | $511,720 | $631,874.25 | - | $120,154.25 | 23.48% | -0.172% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,853 | $680,064.69 | $667,276.61 | - | -$12,788.08 | -1.88% | -0.256% |
| ALL Allstate Corporation | 976 | $198,229.32 | $257,742.07 | - | $59,512.75 | 30.02% | -0.49% |
| ALLE Allegion plc | 348 | $50,192.55 | $54,775.2 | - | $4,582.65 | 9.13% | +0.216% |
| AMZN Amazon.com Inc | 1,199 | $263,105.04 | $325,624.41 | - | $62,519.37 | 23.76% | +15.321% |
| BNDX Vanguard Total International Bond ETF | 53,961 | $2.66M | $2.58M | - | -$84,435.47 | -3.17% | -0.23% |
| BSV Vanguard Short-Term Bond ETF | 64,405 | $5.07M | $5M | - | -$69,706.02 | -1.38% | -0.077% |
| CACI Caci International Inc. | 1,300 | $619,710 | $647,075 | - | $27,365 | 4.42% | +4.274% |
| CC Chemours Co. | 44 | $504.66 | $730.84 | - | $226.18 | 44.82% | -2.922% |
| CCL Carnival Corporation Ltd. | 101 | $2,837.75 | $2,808.81 | - | -$28.94 | -1.02% | +0.144% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 79,415 | $3.61M | $3.59M | - | -$23,799.43 | -0.66% | -0.088% |
| CTVA Corteva Inc. | 333 | $24,808.59 | $26,210.43 | - | $1,401.84 | 5.65% | -11.898% |
| D Dominion Energy, Inc. | 408 | $23,167.47 | $28,221.36 | - | $5,053.89 | 21.81% | -0.803% |
| DBC Invesco DB Commodity Index Tracking Fund | 176,058 | $3.89M | $5.18M | - | $1.29M | 33.23% | +0.443% |
| DD DuPont de Nemours, Inc. | 393 | $33,916.43 | $53,841 | - | $19,924.57 | 58.75% | -1.325% |
| DOW Dow Inc. | 145 | $3,769.31 | $4,392.05 | - | $622.74 | 16.52% | +0.665% |
| ED Consolidated Edison, Inc. | 531 | $53,322.53 | $57,799.35 | - | $4,476.82 | 8.4% | -0.739% |
| EDV Vanguard Extended Duration Treasury ETF | 1,413 | $94,672.35 | $84,016.98 | - | -$10,655.37 | -11.25% | -1.065% |
| EEM iShares MSCI Emerging Markets ETF | 868 | $43,591.3 | $55,630.12 | - | $12,038.82 | 27.62% | +0.786% |
| EFA iShares MSCI EAFE ETF | 9,824 | $884,207.67 | $1.04M | - | $153,010.25 | 17.3% | -0.621% |
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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 Timothy T. Murray?
The largest contributions to the portfolio's profits come from the following stocks: Invesco DB Commodity Index Tracking Fund - $404,048.12, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $300,814.8, Vanguard FTSE All-World ex-US Small-Cap ETF - $254,372.13, Vanguard Intermediate-Term Corporate Bond Fund - $242,126.34, and Vanguard Long-Term Treasury Fund - $241,723.64. 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: Solventum Corporation - $8,930.26, Consumer Discretionary Select Sector SPDR Fund - $2,622.62, GE HealthCare Technologies Inc - $1,552.29, and Communication Services Select Sector SPDR Fund - $1,422.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy T. Murray's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.03M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $242,126.34, Vanguard Long-Term Treasury Fund - $241,723.64, Vanguard Short-Term Corporate Bond ETF - $241,714.01, Vanguard FTSE All-World ex-US Small-Cap ETF - $239,541.5, and iShares iBoxx $ High Yield Corporate Bond ETF - $218,562.1. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy T. Murray's monthly returns?
Timothy T. Murray's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Timothy T. Murray's strategy be considered aggressive or moderate?
Timothy T. Murray's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Timothy T. Murray's strategy?
Timothy T. Murray's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
