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:
14.66%
Gain +0.36%
Monthly
0.89%
Yearly
11.16%
Drawdown
5.92%
$157.82M
Equity
Holdings
$157.82M
Investment
$140.24M
$18.92M
Profit +$532,192.79
Realized
$1.34M
Unrealized
$17.59M
Dividends
$4.57M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$532,192.79
Win %
62%
This Week
Compared To Last Week
Gain
-0.52%
Profit
-$826,170.66
Win %
62%
This Month
Compared to last month
Gain
0.79%
Profit
$1.24M
Win %
62%
This Year
Compared to last year
Gain
-0.16%
Profit
-$214,524.93
Win %
65%
WM Waste Management, Inc.
+3.41%
+$1,866.9 
GEHC GE HealthCare Technologies Inc.
+3.26%
+$671.41 
PPG PPG Industries Inc.
+2.78%
+$791.32 
EDV Vanguard Extended Duration Treasury ETF
+2.29%
+$2,004.66 
WMT Walmart Inc.
+2.08%
+$4,426.18 
DOW Dow Inc.
+1.97%
+$83.37 
MCD McDonald's Corporation
+1.94%
+$1,178.1 
ALLE Allegion plc
+1.76%
+$932.64 
ALL Allstate Corporation
+1.5%
+$3,464.8 
XLC Communication Services Select Sector SPDR Fund
+1.46%
+$216.41 
VGLT Vanguard Long-Term Treasury Fund
+1.34%
+$66,030.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.3%
+$155,626.86 
IMCV iShares Morningstar Mid-Cap ETF
+1.03%
+$74.48 
VB Vanguard Small-Cap ETF
+0.95%
+$1,106.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$21,330.03 
DD DuPont de Nemours, Inc.
+0.84%
+$424.44 
VOE Vanguard Mid-Cap Value ETF
+0.76%
+$92,992.9 
GE General Electric Company
+0.74%
+$3,189.37 
PG Procter & Gamble Co
+0.73%
+$2,737.7 
UNP Union Pacific Corporation
+0.73%
+$645.81 
KO The Coca-Cola Company
+0.7%
+$5,080.32 
ED Consolidated Edison, Inc.
+0.69%
+$403.56 
MMM 3M Company
+0.68%
+$1,117.76 
ILCV iShares Morningstar Value ETF
+0.67%
+$32.12 
VTV Vanguard Value ETF
+0.67%
+$9,850.39 
EFA iShares MSCI EAFE ETF
+0.67%
+$6,584.67 
VZ Verizon Communications Inc.
+0.66%
+$1,007.18 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.65%
+$32,045.18 
AGG iShares Core U.S. Aggregate Bond ETF
+0.64%
+$4,079.58 
MGV Vanguard Mega Cap Value ETF
+0.62%
+$60,698.16 
VXF Vanguard Extended Market ETF
+0.59%
+$301.28 
NEE NextEra Energy, Inc.
+0.59%
+$4,187.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.59%
+$15,032.97 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.57%
+$14,654.02 
MDY SPDR S&P MidCap 400 ETF Trust
+0.56%
+$1,800.63 
TIP iShares TIPS Bond ETF
+0.56%
+$150.93 
VO Vanguard Mid-Cap ETF
+0.55%
+$406.56 
IEI iShares 3-7 Year Treasury Bond ETF
+0.44%
+$21,206.47 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.41%
+$14,627.34 
VBK Vanguard Small-Cap Growth ETF
+0.41%
+$48,664.82 
GD General Dynamics Corporation
+0.36%
+$7,303.36 
BNDX Vanguard Total International Bond ETF
+0.31%
+$7,992.11 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
+0.31%
+$10,916.5 
VOT Vanguard Mid-Cap Growth ETF
+0.28%
+$32,374.24 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$13,109.07 
ESGV Vanguard ESG U.S. Stock ETF
+0.25%
+$110.55 
BSV Vanguard Short-Term Bond ETF
+0.23%
+$11,452.68 
SUSL iShares ESG MSCI USA Leaders ETF
+0.22%
+$38.92 
CACI Caci International Inc.
+0.2%
+$1,540.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.11%
+$115.08 
VT Vanguard Total World Stock ETF
+0.1%
+$16.43 
VEU Vanguard FTSE All-World ex-US ETF
+0.09%
+$5,058.69 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.07%
+$419.85 
SPY SPDR S&P 500 ETF Trust
+0.01%
+$245.34 
IR Ingersoll Rand Inc.
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 G200
G2004J103
0%
$0 
CTVA Corteva Inc.
-5.63%
-$251.41 
Q Qnity Electronics Inc.
-3.89%
-$2,795.43 
TT Trane Technologies plc
-3.79%
-$9,080.55 
GEV GE Vernova Inc.
-3.2%
-$12,357.41 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.7%
-$61.37 
EEM iShares MSCI Emerging Markets ETF
-1.2%
-$639.87 
IEMG iShares Core MSCI Emerging Markets ETF
-1.18%
-$7,141.93 
XOM Exxon Mobil Corporation
-1.16%
-$4,363.07 
VPL Vanguard FTSE Pacific ETF
-1.16%
-$104.08 
CC Chemours Co.
-0.62%
-$3.52 
MGK Vanguard Mega Cap Growth ETF
-0.57%
-$54,985.87 
IWF iShares Russell 1000 Growth ETF
-0.54%
-$525.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.5%
-$36,355.8 
VUG Vanguard Growth ETF
-0.47%
-$6,588.35 
JPM JPMorgan Chase & Co.
-0.41%
-$2,555.76 
WEC WEC Energy Group Inc.
-0.41%
-$848.76 
SCHE Schwab Emerging Markets Equity ETF
-0.4%
-$67.42 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.26%
-$19,372.86 
AMZN Amazon.com Inc
-0.16%
-$491.59 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.11%
-$720 
D Dominion Energy, Inc.
-0.08%
-$20.6 
JNJ Johnson & Johnson
-0.05%
-$93.47 
MGC Vanguard Mega Cap ETF
-0.03%
-$0.54 
DBC Invesco DB Commodity Index Tracking Fund
-0.01%
-$801.49 Events
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Dividends
Dividend Analysis
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| Trades 345 | Longs Won 226/345 65% | Profit Factor 11.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $271,516.34 |
| Average Win $92,090.91 | Best Trade (Oct 15) $2.21M | Sharpe Ratio -23.25 |
| Average Loss -$15,892.14 | Worst Trade (Oct 14) -$422,506.86 | Z-Score 3.89 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $54,844.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 8,397 | $511,720 | $624,568.86 | - | $112,848.86 | 22.05% | +0.067% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,742 | $669,053.88 | $643,356.02 | - | -$25,697.86 | -3.84% | +0.638% |
| ALL Allstate Corporation | 976 | $198,229.32 | $233,966.72 | - | $35,737.4 | 18.03% | +1.503% |
| ALLE Allegion plc | 348 | $50,192.55 | $54,002.64 | - | $3,810.09 | 7.59% | +1.757% |
| AMZN Amazon.com Inc | 1,199 | $263,105.04 | $304,150.33 | - | $41,045.29 | 15.6% | -0.161% |
| BNDX Vanguard Total International Bond ETF | 55,118 | $2.72M | $2.6M | - | -$115,087.18 | -4.24% | +0.308% |
| BSV Vanguard Short-Term Bond ETF | 65,820 | $5.17M | $5.04M | - | -$133,593.25 | -2.58% | +0.228% |
| CACI Caci International Inc. | 1,300 | $619,710 | $786,753.5 | - | $167,043.5 | 26.96% | +0.196% |
| CC Chemours Co. | 44 | $504.66 | $561.88 | - | $57.22 | 11.34% | -0.623% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 80,863 | $3.68M | $3.57M | - | -$108,974.89 | -2.96% | +0.307% |
| CTVA Corteva Inc. | 333 | $24,808.59 | $4,210.78 | - | -$20,597.81 | -83.03% | -5.634% |
| D Dominion Energy, Inc. | 412 | $23,409.81 | $25,853 | - | $2,443.19 | 10.44% | -0.08% |
| DBC Invesco DB Commodity Index Tracking Fund | 160,298 | $3.55M | $5.34M | - | $1.79M | 50.47% | -0.015% |
| DD DuPont de Nemours, Inc. | 393 | $51,047 | $50,917.08 | - | -$129.92 | -0.25% | +0.841% |
| DOW Dow Inc. | 145 | $3,769.31 | $4,315.92 | - | $546.61 | 14.5% | +1.97% |
| ED Consolidated Edison, Inc. | 531 | $53,322.53 | $58,601.16 | - | $5,278.63 | 9.9% | +0.693% |
| EDV Vanguard Extended Duration Treasury ETF | 1,554 | $103,174.65 | $89,603.64 | - | -$13,571.01 | -13.15% | +2.288% |
| EEM iShares MSCI Emerging Markets ETF | 831 | $41,806.85 | $52,868.22 | - | $11,061.37 | 26.46% | -1.196% |
| EFA iShares MSCI EAFE ETF | 9,543 | $859,089.44 | $987,127.92 | - | $128,038.48 | 14.9% | +0.672% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 28,099 | $2.61M | $2.58M | - | -$36,415.54 | -1.39% | +0.587% |
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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 - $569,682.94, Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $503,720.84, VANGUARD SMALL-CAP VALUE ETF - $318,900.5, Vanguard Mid-Cap Value ETF - $316,511.36, and Vanguard Intermediate-Term Corporate Bond Fund - $284,007.45. 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 - $1,490.62. 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 $4.57M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $284,007.45, Vanguard Long-Term Treasury Fund - $281,566.09, Vanguard Short-Term Corporate Bond ETF - $281,443.53, Vanguard Mid-Cap Value ETF - $279,566.43, and VANGUARD SMALL-CAP VALUE ETF - $271,038.86. 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.
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