Michael Corrigan Portfolio
Invests via Advocate Group LLC | Managed by Michael Corrigan
Invests via Advocate Group LLC
Managed by Michael Corrigan
Automatically Tracked
Michael Corrigan Profile
With a strong foundation in corporate leadership and investment management, Michael Corrigan is recognized for his expertise in scaling businesses and executing growth strategies. His diverse career encompasses roles as both an operator and advisor within the finance sector, where he has successfully driven strategic initiatives to enhance company performance. His experience includes significant positions at prominent firms, allowing him to cultivate extensive networks across various industries. Leveraging this background, Corrigan actively participates in discussions related to market trends and organizational development, positioning himself as a thought leader in the capital markets space.
With a strong foundation in corporate leadership and investment management, Michael Corrigan is recognized for his expertise in scaling businesses and executing growth strategies. His diverse career encompasses roles as both an operator and advisor within the finance sector, where he has successfully driven strategic initiatives to enhance company performance. His experience includes significant positions at prominent firms, allowing him to cultivate extensive networks across various industries. Leveraging this background, Corrigan actively participates in discussions related to market trends and organizational development, positioning himself as a thought leader in the capital markets space.
Investment Philosophy & Strategy
Growth opportunities within the capital markets shape investment decisions for Michael Corrigan, who embodies a founder mindset informed by substantial operational insight. His strategic thinking is influenced by diverse experiences that blend corporate leadership with hands-on business-building acumen. Focused on scalability, he leverages his extensive network to identify emerging trends and effectively align resources for future expansion. The combination of innovative strategies and market-driven analysis drives his approach, fostering resilience in an evolving financial landscape.
Growth opportunities within the capital markets shape investment decisions for Michael Corrigan, who embodies a founder mindset informed by substantial operational insight. His strategic thinking is influenced by diverse experiences that blend corporate leadership with hands-on business-building acumen. Focused on scalability, he leverages his extensive network to identify emerging trends and effectively align resources for future expansion. The combination of innovative strategies and market-driven analysis drives his approach, fostering resilience in an evolving financial landscape.
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:
40.31%
Gain -0.33%
Monthly
0.64%
Yearly
7.95%
Drawdown
16.03%
$640.78M
Equity
Holdings
$640.78M
Investment
$528.81M
$147.69M
Profit -$1.67M
Realized
$35.72M
Unrealized
$111.97M
Dividends
$63.79M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$1.67M
Win %
69%
This Week
Compared To Last Week
Gain
-1.83%
Profit
-$11.91M
Win %
69%
This Month
Compared to last month
Gain
-3.63%
Profit
-$24.14M
Win %
69%
This Year
Compared to last year
Gain
-1.46%
Profit
-$9.34M
Win %
68%
AMAT Applied Materials, Inc.
+4.15%
+$189,610.86 
ENTG Entegris, Inc.
+3.5%
+$10,450.41 
AVGO Broadcom Inc.
+3.14%
+$193,521.29 
MU Micron Technology, Inc.
+1.9%
+$14,107.05 
TXN Texas Instruments Inc
+1.71%
+$123,915.06 
META Meta Platforms Inc Class A
+1.02%
+$4,841.82 
KR Kroger Co.
+0.98%
+$72,804.42 
CAT Caterpillar Inc.
+0.92%
+$88,557.72 
ETN Eaton Corporation plc
+0.8%
+$2,098.78 
GIS General Mills, Inc.
+0.66%
+$117,595.28 
INTC Intel Corporation
+0.6%
+$1,559.6 
IBM International Business Machines Corporation
+0.53%
+$42,348.92 
CNP CenterPoint Energy Inc.
+0.49%
+$2,177.64 
MCD McDonald's Corporation
+0.48%
+$32,690.9 
DLR Digital Realty Trust, Inc.
+0.46%
+$2,274.51 
CCI Crown Castle Inc.
+0.43%
+$6,069.41 
CMI Cummins Inc.
+0.4%
+$29,052.17 
XEL Xcel Energy Inc.
+0.36%
+$23,561.5 
PLD Prologis Inc.
+0.33%
+$20,236.04 
VBK Vanguard Small-Cap Growth ETF
+0.27%
+$762.67 
UDR UDR Inc.
+0.22%
+$9,035.85 
SCCO Southern Copper Corporation
+0.21%
+$5,872.92 
SO The Southern Company
+0.21%
+$17,270.64 
WPC W. P. Carey Inc.
+0.19%
+$12,007.5 
RIO Rio Tinto Plc Sponsored ADR
+0.16%
+$6,877.8 
CLX The Clorox Company
+0.14%
+$5,118.52 
VO Vanguard Mid-Cap ETF
+0.11%
+$6,138.81 
DRI Darden Restaurants, Inc.
+0.11%
+$766.91 
EVRG Evergy Inc.
+0.1%
+$10,228.08 
VB Vanguard Small-Cap ETF
+0.1%
+$2,135.49 
VUG Vanguard Growth ETF
+0.09%
+$2,849.36 
VZ Verizon Communications Inc.
+0.09%
+$14,208.48 
NEE NextEra Energy, Inc.
+0.07%
+$2,941.51 
HD The Home Depot, Inc.
+0.07%
+$4,562.04 
ABBV AbbVie Inc.
+0.01%
+$2,252.01 
ADBE Adobe Inc.
+0.01%
+$270.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$450.87 
AVB AvalonBay Communities, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
DUK Duke Energy Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
WMT Walmart Inc.
-2.71%
-$63,938.3 
UL Unilever PLC Sponsored American Depositary Receipt
-1.99%
-$156,614.77 
WSO Watsco Inc.
-1.84%
-$7,429 
AAPL Apple Inc.
-1.65%
-$210,354.84 
STLD Steel Dynamics Inc.
-1.56%
-$19,306.8 
MDT Medtronic plc
-1.55%
-$175,979.56 
NKE Nike, Inc. - Class B
-1.29%
-$27,641.64 
ADM Archer-Daniels-Midland Co
-1.23%
-$6,118.2 
PAYX Paychex Inc.
-1.23%
-$10,108.92 
TSLA Tesla, Inc.
-1.22%
-$17,614.4 
VLO Valero Energy Corporation
-1.09%
-$4,398.75 
MSFT Microsoft Corp.
-1.07%
-$130,396.7 
BP BP p.l.c. Sponsored ADR
-1.06%
-$57,338.59 
DE Deere & Company
-1.05%
-$26,179.38 
ABT Abbott Laboratories
-1.02%
-$12,892.78 
JNJ Johnson & Johnson
-1%
-$167,040.64 
SHEL Shell plc
-0.95%
-$58,749.36 
XOM Exxon Mobil Corporation
-0.9%
-$5,958.26 
OKE ONEOK, Inc.
-0.89%
-$2,354.99 
TGT Target Corporation
-0.89%
-$98,231.88 
LYB LyondellBasell Industries N.V.
-0.87%
-$28,036.08 
FCX Freeport-McMoRan Inc.
-0.79%
-$40,906.05 
EMR Emerson Electric Co.
-0.78%
-$95,012.52 
GOOGL Alphabet Inc
-0.75%
-$34,506.94 
AZN AstraZeneca PLC American Depositary Shares
-0.7%
-$6,542.58 
PKG Packaging Corporation of America
-0.65%
-$1,437.92 
PG Procter & Gamble Co
-0.63%
-$60,622.6 
BMY Bristol-Myers Squibb Company
-0.62%
-$63,319.68 
CVX Chevron Corporation
-0.61%
-$88,141.81 
HRL Hormel Foods Corporation
-0.6%
-$24,476.88 
MS Morgan Stanley
-0.57%
-$56,825.34 
CB Chubb Limited
-0.56%
-$51,460.62 
PEP PepsiCo, Inc.
-0.55%
-$1,536.44 
PNC The PNC Financial Services Group, Inc.
-0.55%
-$14,420.52 
HROW Harrow Inc.
-0.54%
-$1,503.61 
PFE Pfizer Inc.
-0.49%
-$55,182.54 
MA Mastercard Incorporated
-0.46%
-$22,943.43 
USB U.S. Bancorp
-0.46%
-$1,006.83 
IWD iShares Russell 1000 Value ETF
-0.46%
-$1,007.76 
MRK Merck & Co., Inc.
-0.38%
-$50,720.32 
COST Costco Wholesale Corporation
-0.37%
-$862.73 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$37,094.42 
COP ConocoPhillips
-0.36%
-$1,701.08 
VEU Vanguard FTSE All-World ex-US ETF
-0.36%
-$32,018.9 
IXUS iShares Core International Stock ETF
-0.35%
-$10,200.34 
JPM JPMorgan Chase & Co.
-0.32%
-$34,002.55 
CRM Salesforce Inc
-0.32%
-$12,361.09 
CL Colgate-Palmolive Company
-0.31%
-$2,246.94 
GWW W.W. Grainger, Inc.
-0.3%
-$756.49 
WFC Wells Fargo & Company
-0.28%
-$7,263.63 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.28%
-$846.45 
KMB Kimberly-Clark Corporation
-0.26%
-$8,904.74 
KO The Coca-Cola Company
-0.25%
-$2,645.28 
NSC Norfolk Southern Corporation
-0.22%
-$1,721.05 
UNP Union Pacific Corporation
-0.2%
-$18,586.6 
ACN Accenture plc Class A
-0.19%
-$13,860.66 
CSCO Cisco Systems, Inc.
-0.18%
-$25,930.78 
VTV Vanguard Value ETF
-0.17%
-$4,891.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.17%
-$63,590.4 
PSA Public Storage Common Stock
-0.14%
-$9,416.96 
AMGN Amgen Inc.
-0.14%
-$3,014.84 
SCHW Charles Schwab Corporation
-0.13%
-$12,455.82 
UAMY United States Antimony Corporation
-0.12%
-$159.75 
MAS Masco Corporation
-0.11%
-$307.65 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.1%
-$29,629.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.07%
-$189.44 
IWB iShares Russell 1000 ETF
-0.07%
-$149.24 
D Dominion Energy, Inc.
-0.07%
-$4,936.88 
SCHV Schwab U.S. Large-Cap Value ETF
-0.06%
-$162 
LMT Lockheed Martin Corporation
-0.04%
-$118.01 
IVV iShares Core S&P 500 ETF
-0.04%
-$104.59 
IWM iShares Russell 2000 ETF
-0.03%
-$127.44 
SPY SPDR S&P 500 ETF Trust
-0.03%
-$177 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.03%
-$1,208.9 
UPS United Parcel Service, Inc.
-0.02%
-$1,309.8 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.02%
-$2,374.57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.02%
-$2,585.46 
FAST Fastenal Co.
-0.01%
-$181.47 
VOO Vanguard S&P 500 ETF
-0.01%
-$20.66 Events
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Dividends
Dividend Analysis
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| Trades 1681 | Longs Won 1130/1681 67% | Profit Factor 2.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $671,923.28 |
| Average Win $203,272.94 | Best Trade (Sep 08) $8.54M | Sharpe Ratio -9.97 |
| Average Loss -$148,760.7 | Worst Trade (Sep 28) -$13.38M | Z-Score 1.31 (81.08%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $87,857.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,698 | $5.25M | $12.55M | - | $7.3M | 139.11% | -1.649% |
| ABBV AbbVie Inc. | 75,067 | $11.68M | $19.99M | - | $8.31M | 71.19% | +0.011% |
| ABT Abbott Laboratories | 12,458 | $1.35M | $1.25M | - | -$101,395.43 | -7.53% | -1.025% |
| ACN Accenture plc Class A | 42,002 | $8.16M | $7.31M | - | -$843,490.41 | -10.34% | -0.189% |
| ADBE Adobe Inc. | 13,504 | $5.81M | $3.12M | - | -$2.69M | -46.32% | +0.009% |
| ADM Archer-Daniels-Midland Co | 6,180 | $470,694 | $490,630.2 | - | $19,936.2 | 4.24% | -1.232% |
| AMAT Applied Materials, Inc. | 9,389 | $852,446.47 | $4.76M | - | $3.91M | 458.37% | +4.149% |
| AMGN Amgen Inc. | 5,198 | $1.26M | $2.17M | - | $905,751.5 | 71.62% | -0.139% |
| AVB AvalonBay Communities, Inc. | 46,043 | $8.14M | $8.47M | - | $334,974.73 | 4.12% | 0.0 |
| AVGO Broadcom Inc. | 17,649 | $920,119.42 | $6.36M | - | $5.44M | 591.55% | +3.137% |
| AZN AstraZeneca PLC American Depositary Shares | 5,592 | $1.1M | $922,568.16 | - | -$180,286.08 | -16.35% | -0.704% |
| BMY Bristol-Myers Squibb Company | 160,303 | $10.65M | $10.18M | - | -$477,319.02 | -4.48% | -0.618% |
| BP BP p.l.c. Sponsored ADR | 121,997 | $3.65M | $5.36M | - | $1.72M | 47.01% | -1.058% |
| CAT Caterpillar Inc. | 11,714 | $2.47M | $9.69M | - | $7.22M | 292.34% | +0.922% |
| CB Chubb Limited | 27,667 | $6.31M | $9.12M | - | $2.81M | 44.48% | -0.561% |
| CCI Crown Castle Inc. | 20,929 | $2.22M | $1.41M | - | -$812,597.38 | -36.55% | +0.432% |
| CDNMF EGR Exploration Ltd. | 23,286 | $2,328.6 | $2,328.6 | - | - | - | 0.0 |
| CL Colgate-Palmolive Company | 8,322 | $666,925.08 | $717,772.5 | - | $50,847.42 | 7.62% | -0.312% |
| CLX The Clorox Company | 46,532 | $4.66M | $3.79M | - | -$865,613.71 | -18.58% | +0.135% |
| CMI Cummins Inc. | 14,172 | $2.9M | $7.37M | - | $4.47M | 154.34% | +0.396% |
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FAQ
Which stocks have generated the highest profits for Michael Corrigan?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $5.57M, International Business Machines Corporation - $5.41M, Cisco Systems, Inc - $4.69M, Cummins Inc - $4.58M, and Caterpillar Inc - $4.49M. 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: Alexandria Real Estate Equities, Inc - $2.89M, Graphic Packaging Holding Company - $2.33M, Intel Corporation - $1.66M, BCE Inc - $1.61M, and AT&T Inc - $1.24M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Corrigan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.79M earned over time. The largest contributors to dividend income include General Mills, Inc - $4.87M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.53M, Verizon Communications Inc - $2.51M, AbbVie Inc - $2.09M, and Pfizer Inc - $2.07M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Corrigan's monthly returns?
Michael Corrigan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael Corrigan's strategy be considered aggressive or moderate?
Michael Corrigan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Michael Corrigan's strategy?
Michael Corrigan'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.
