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.
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.
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:
13.65%
Gain -0.24%
Monthly
0.42%
Yearly
5.16%
Drawdown
8.53%
$8.73M
Equity
Holdings
$8.73M
Investment
$8.22M
$29.87M
Profit -$5,660.01
Realized
$29.36M
Unrealized
$510,448.02
Dividends
$21.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$5,660.01
Win %
66%
This Week
Compared To Last Week
Gain
-0.96%
Profit
-$84,922.3
Win %
66%
This Month
Compared to last month
Gain
-0.12%
Profit
-$10,817.71
Win %
66%
This Year
Compared to last year
Gain
5.78%
Profit
$476,845.31
Win %
66%
SDY SPDR S&P Dividend ETF
+1.49%
+$3,733.53 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.86%
+$2,068.82 
BRK-B Berkshire Hathaway Inc.
+0.81%
+$2,127.5 
VIG Vanguard Dividend Appreciation ETF
+0.68%
+$3,688.69 
JCPB JPMorgan Core Plus Bond ETF
+0.67%
+$4,125.6 
FTCB First Trust Core Investment Grade ETF
+0.63%
+$1,992.12 
JPIB JPMorgan International Bond ETF
+0.33%
+$1,263.69 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.23%
+$466.73 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$132.82 
TBLL Invesco Short Term Treasury ETF
+0.03%
+$108.51 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.02%
+$159.09 
PULS PGIM Ultra Short Bond ETF
0%
$0 
TRIO MC Trio Equity Buffered ETF
0%
$0 MFSG
MFSG
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 372 | Longs Won 293/372 78% | Profit Factor 8.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $414,234.97 |
| Average Win $115,667.98 | Best Trade (Dec 31) $5.04M | Sharpe Ratio -57.18 |
| Average Loss -$50,891.4 | Worst Trade (Dec 31) -$2.36M | Z-Score -4.03 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $80,296.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | 0.01% | 0.07% | 0.4% | 1.7% | 5.82% | 16.88% | 43.17% |
| Consecutive Losing Trades | 171 | 154 | 137 | 120 | 103 | 86 | 69 | 51 | 34 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AMAT Applied Materials, Inc. | 800 | $205,592 | $336,672 | - | $131,080 | 63.76% | -5.774% |
| BRK-B Berkshire Hathaway Inc. | 500 | $230,062.79 | $265,302.5 | - | $35,239.71 | 15.32% | +0.808% |
| FTCB First Trust Core Investment Grade ETF | 15,937 | $339,617.34 | $318,660.31 | - | -$20,957.03 | -6.17% | +0.629% |
 GPIX S&P 500 Core Premium Income Fund | 7,498 | $391,620.39 | $418,538.36 | - | $26,917.97 | 6.87% | -0.215% |
| GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF | 2,834 | $204,149.2 | $242,051.94 | - | $37,902.74 | 18.57% | +0.862% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 2,667 | $210,319.78 | $205,318.99 | - | -$5,000.79 | -2.38% | +0.228% |
| JAAA Janus Henderson AAA CLO ETF | 6,641 | $337,230.51 | $335,901.78 | - | -$1,328.73 | -0.39% | +0.04% |
| JCPB JPMorgan Core Plus Bond ETF | 13,752 | $653,907.25 | $621,040.32 | - | -$32,866.93 | -5.03% | +0.669% |
| JPIB JPMorgan International Bond ETF | 8,111 | $392,556.8 | $380,777.38 | - | -$11,779.42 | -3% | +0.333% |
| MFSG MFSG | 28,674 | $807,173.29 | $811,584 | - | $4,410.71 | 0.55% | 0.0 |
| PULS PGIM Ultra Short Bond ETF | 6,859 | $341,522.13 | $339,863.45 | - | -$1,658.68 | -0.49% | 0.0 |
| SDY SPDR S&P Dividend ETF | 1,652 | $233,733.81 | $254,903.6 | - | $21,169.79 | 9.06% | +1.486% |
 SPY SPDR S&P 500 ETF Trust | 458 | $295,162.71 | $351,395.92 | - | $56,233.21 | 19.05% | -0.307% |
| TBLL Invesco Short Term Treasury ETF | 3,617 | $381,985.4 | $382,479.66 | - | $494.26 | 0.13% | +0.028% |
| TCAF T. Rowe Price Capital Appreciation Equity ETF | 15,909 | $575,056.25 | $688,223.34 | - | $113,167.09 | 19.68% | +0.023% |
| TRIO MC Trio Equity Buffered ETF | 26,454 | $1.68M | $1.74M | - | $58,501.13 | 3.48% | 0.0 |
| VIG Vanguard Dividend Appreciation ETF | 2,263 | $488,330.36 | $546,763.43 | - | $58,433.07 | 11.97% | +0.679% |
 WCMI First Trust WCM International Equity ETF | 26,464 | $446,447.69 | $486,937.6 | - | $40,489.91 | 9.07% | -0.541% |
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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 Mark Finney?
The largest contributions to the portfolio's profits come from the following stocks: MFSG - $6.78M, MC Trio Equity Buffered ETF - $6.64M, T. Rowe Price Capital Appreciation Equity ETF - $5.55M, S&P 500 Core Premium Income Fund - $4.26M, and Vanguard Dividend Appreciation ETF - $4.24M. 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: ARK Innovation ETF Fund - $800,987.12, Caterpillar Inc - $45,923.39, Amazon.com Inc - $28,324.17, Eli Lilly and Company - $26,380.1, and PepsiCo, Inc - $16,171.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark Finney's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.21M earned over time. The largest contributors to dividend income include MC Trio Equity Buffered ETF - $9M, JPMorgan Core Plus Bond ETF - $2.43M, S&P 500 Core Premium Income Fund - $2.2M, JPMorgan International Bond ETF - $1.39M, and Invesco BulletShares 2025 Corporate Bond ETF - $687,301.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark Finney's monthly returns?
Mark Finney'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 Mark Finney's strategy be considered aggressive or moderate?
Mark Finney'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 Mark Finney's strategy?
Mark Finney's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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