Mark Finney Portfolio

Invests via McCarthy & Cox | Managed by Mark Finney

Invests via McCarthy & Cox

Managed by Mark Finney

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Mark Finney Profile

Seasoned corporate finance executive and investor with experience in mid-market technology and business services. Mark Finney has led strategic M&A, capital raising and operational improvement initiatives across growth-stage companies and PE portfolios. Active advisor to founders and institutional investors, focused on value creation, governance and scalable commercial models.

Investment Philosophy & Strategy

Prioritizes disciplined, operationally oriented private investments in mid-market technology and business services, targeting growth-stage companies where hands-on governance and commercial scaling unlock value. Investment decisions emphasize evidence of repeatable revenue models, margin expansion opportunities, and clear KPI-driven plans for operational improvement. Capital allocation blends equity and structured growth capital with a multi-year horizon, active board participation, and contingency exit planning. Risk management focuses on stage-appropriate downside protection, rigorous due diligence, and alignment with founder incentives to drive measurable value creation.

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:

11.81%

Gain

Monthly

0.41%

Yearly

4.99%

Drawdown

8.49%

$8.84M

Equity

Holdings

$8.84M

Investment

$8.22M

$30.09M

Profit -$20,388.2

Realized

$29.48M

Unrealized

$619,630.76

Dividends

$20.95M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$20,388.2

Win %

73%

This Week

Compared To Last Week

Gain

-0.12%

Profit

-$10,248.76

Win %

73%

This Month

Compared to last month

Gain

-1.08%

Profit

-$96,539.93

Win %

73%

This Year

Compared to last year

Gain

7.1%

Profit

$586,028.05

Win %

73%

Gainers
Losers

SDY SPDR S&P Dividend ETF

+1.86%

+$4,699.94

VIG Vanguard Dividend Appreciation ETF

+0.54%

+$2,896.64

BRK-B Berkshire Hathaway Inc.

+0.38%

+$925

GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF

+0.28%

+$722.67

JAAA Janus Henderson AAA CLO ETF

+0.03%

+$99.61

PULS PGIM Ultra Short Bond ETF

+0.02%

+$68.59

TBLL Invesco Short Term Treasury ETF

+0.02%

+$72.34

FTCB First Trust Core Investment Grade ETF

MFSG

AMAT Applied Materials, Inc.

-3.25%

-$15,089.6

WCMI First Trust WCM International Equity ETF

-1.75%

-$8,997.76

SPY SPDR S&P 500 ETF Trust

-0.58%

-$1,992.3

TCAF T. Rowe Price Capital Appreciation Equity ETF

-0.53%

-$3,499.98

GPIX S&P 500 Core Premium Income Fund

-0.48%

-$1,986.97

TRIO MC Trio Equity Buffered ETF

-0.13%

-$2,195.6

JPIB JPMorgan International Bond ETF

-0.07%

-$283.88

JCPB JPMorgan Core Plus Bond ETF

-0.03%

-$210.41

HYG iShares iBoxx $ High Yield Corporate Bond ETF

-0.03%

-$66.67

Events

Dividends

Dividend Analysis

No Data

Trades 372	Longs Won 285/372 76%	Profit Factor 9.02
Profitability	Shorts Won 0/0 0%	Standard Deviation $414,184.06
Average Win $118,757.29	Best Trade (Dec 31) $5.04M	Sharpe Ratio -128.54
Average Loss -$43,113.49	Worst Trade (Dec 31) -$2.36M	Z-Score -6.79 (100%)
Commissions $0	Avg. Trade Length 10m 4w 1d	Expectancy $80,900.41

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	<0.01%	0.01%	0.06%	0.36%	1.57%	5.49%	16.27%	42.43%
Consecutive Losing Trades	205	184	164	143	123	102	82	61	41	20