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:
39.61%
Gain +1.87%
Monthly
0.77%
Yearly
9.66%
Drawdown
16.03%
$667.98M
Equity
Holdings
$667.98M
Investment
$528.81M
$174.9M
Profit +$9.42M
Realized
$35.72M
Unrealized
$139.17M
Dividends
$61.66M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.87%
Profit
$9.42M
Win %
76%
This Week
Compared To Last Week
Gain
1.76%
Profit
$11.58M
Win %
76%
This Month
Compared to last month
Gain
1.76%
Profit
$11.58M
Win %
76%
This Year
Compared to last year
Gain
2.73%
Profit
$17.87M
Win %
74%
ETN Eaton Corporation plc
+7.32%
+$17,297.41 
GOOGL Alphabet Inc
+6.73%
+$302,288.91 
META Meta Platforms Inc Class A
+3.28%
+$11,774.87 
MSFT Microsoft Corp.
+3.02%
+$325,871.88 
LYB LyondellBasell Industries N.V.
+2.71%
+$91,047.99 
CVX Chevron Corporation
+2.35%
+$313,701.56 
BP BP p.l.c. Sponsored ADR
+2.26%
+$121,997 
FAST Fastenal Co.
+2.25%
+$38,108.7 
CSCO Cisco Systems, Inc.
+2.14%
+$325,474.2 
PSA Public Storage Common Stock
+2.12%
+$158,208.96 
GWW W.W. Grainger, Inc.
+1.97%
+$5,399.46 
OKE ONEOK, Inc.
+1.95%
+$5,186.94 
CRM Salesforce Inc
+1.83%
+$56,048.13 
ENTG Entegris, Inc.
+1.66%
+$3,847.03 
SHEL Shell plc
+1.62%
+$93,871.26 
ACN Accenture plc Class A
+1.61%
+$110,465.68 
VZ Verizon Communications Inc.
+1.52%
+$248,648.4 
LMT Lockheed Martin Corporation
+1.5%
+$4,850.06 
COP ConocoPhillips
+1.22%
+$5,362.1 
WFC Wells Fargo & Company
+1.19%
+$32,212.62 
AMAT Applied Materials, Inc.
+1.18%
+$55,395.29 
VUG Vanguard Growth ETF
+1.1%
+$33,123.81 
ADBE Adobe Inc.
+1.01%
+$33,895.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$94,422.16 
UNP Union Pacific Corporation
+0.92%
+$91,899.07 
SCHW Charles Schwab Corporation
+0.87%
+$87,190.74 
IBM International Business Machines Corporation
+0.86%
+$69,429.68 
MCD McDonald's Corporation
+0.82%
+$63,646.29 
EMR Emerson Electric Co.
+0.79%
+$90,415.91 
TSLA Tesla, Inc.
+0.76%
+$9,534.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,725.93 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,433.71 
CAT Caterpillar Inc.
+0.7%
+$66,418.26 
BMY Bristol-Myers Squibb Company
+0.69%
+$72,136.35 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,879.04 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$191,776.96 
IWB iShares Russell 1000 ETF
+0.64%
+$1,375.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$29,156.26 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$13,599.72 
NSC Norfolk Southern Corporation
+0.46%
+$3,923.1 
IWD iShares Russell 1000 Value ETF
+0.44%
+$981.24 
PAYX Paychex Inc.
+0.44%
+$4,225.86 
PFE Pfizer Inc.
+0.4%
+$39,416.1 
VLO Valero Energy Corporation
+0.38%
+$1,231.65 
AVGO Broadcom Inc.
+0.37%
+$25,414.56 
PG Procter & Gamble Co
+0.37%
+$34,363.61 
MRK Merck & Co., Inc.
+0.32%
+$37,135.43 
JPM JPMorgan Chase & Co.
+0.27%
+$29,323.3 
SO The Southern Company
+0.21%
+$20,318.4 
JNJ Johnson & Johnson
+0.21%
+$32,548.36 
CMI Cummins Inc.
+0.19%
+$17,290.27 
USB U.S. Bancorp
+0.17%
+$410.18 
MS Morgan Stanley
+0.17%
+$18,429.94 
CB Chubb Limited
+0.15%
+$14,663.51 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$376.2 
WMT Walmart Inc.
+0.09%
+$2,167.44 
ABT Abbott Laboratories
+0.09%
+$1,121.22 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$483.56 
CDNMF EGR Exploration Ltd.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$924,354.96 
MU Micron Technology, Inc.
-5.9%
-$36,399.11 
UAMY United States Antimony Corporation
-2.87%
-$4,792.5 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$233,978.7 
ABBV AbbVie Inc.
-2.51%
-$485,683.49 
DLR Digital Realty Trust, Inc.
-2.42%
-$13,113.36 
GIS General Mills, Inc.
-1.84%
-$358,131.08 
ADM Archer-Daniels-Midland Co
-1.66%
-$8,281.2 
DRI Darden Restaurants, Inc.
-1.64%
-$12,380.28 
HRL Hormel Foods Corporation
-1.42%
-$73,430.64 
NKE Nike, Inc. - Class B
-1.37%
-$34,110.96 
FCX Freeport-McMoRan Inc.
-1.28%
-$58,129.65 
CLX The Clorox Company
-1.24%
-$55,838.4 
SCCO Southern Copper Corporation
-1.24%
-$30,905.71 
AVB AvalonBay Communities, Inc.
-1.16%
-$99,913.31 
NEE NextEra Energy, Inc.
-1.15%
-$54,016.82 
DE Deere & Company
-1.13%
-$24,486.76 
PKG Packaging Corporation of America
-1.12%
-$2,639.34 
TXN Texas Instruments Inc
-1.08%
-$78,454.08 
PLD Prologis Inc.
-1.08%
-$72,665.78 
INTC Intel Corporation
-1.02%
-$2,072.04 
KO The Coca-Cola Company
-1.02%
-$10,821.6 
UPS United Parcel Service, Inc.
-1%
-$68,764.5 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$9,506.4 
XOM Exxon Mobil Corporation
-0.97%
-$6,243.93 
MAS Masco Corporation
-0.87%
-$2,584.26 
D Dominion Energy, Inc.
-0.8%
-$69,116.32 
KMB Kimberly-Clark Corporation
-0.8%
-$30,139.12 
MA Mastercard Incorporated
-0.74%
-$37,217.29 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$1,990.17 
DUK Duke Energy Corporation
-0.67%
-$65,777.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$249,060.28 
WPC W. P. Carey Inc.
-0.65%
-$46,108.99 
AMGN Amgen Inc.
-0.64%
-$12,891.09 
STLD Steel Dynamics Inc.
-0.49%
-$6,650.17 
IWM iShares Russell 2000 ETF
-0.47%
-$2,214.25 
WSO Watsco Inc.
-0.46%
-$1,847.59 
PEP PepsiCo, Inc.
-0.46%
-$1,384.96 
HROW Harrow Inc.
-0.44%
-$1,500.08 
HD The Home Depot, Inc.
-0.42%
-$33,377.16 
MDT Medtronic plc
-0.37%
-$40,513.28 
UDR UDR Inc.
-0.37%
-$16,866.92 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$15,131.16 
CL Colgate-Palmolive Company
-0.33%
-$2,496.6 
EVRG Evergy Inc.
-0.29%
-$30,683.98 
CCI Crown Castle Inc.
-0.27%
-$4,395.09 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$762.69 
VTV Vanguard Value ETF
-0.27%
-$7,799.67 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$729 
CNP CenterPoint Energy Inc.
-0.26%
-$1,330.77 
COST Costco Wholesale Corporation
-0.24%
-$576.83 
VB Vanguard Small-Cap ETF
-0.22%
-$4,860.09 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$18,896.3 
KR Kroger Co.
-0.21%
-$14,934.24 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$23,745.7 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$568.32 
IXUS iShares Core International Stock ETF
-0.15%
-$4,200.14 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,728.36 
XEL Xcel Energy Inc.
-0.04%
-$2,827.38 
TGT Target Corporation
-0.01%
-$1,391.97 Events
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Dividends
Dividend Analysis
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| Trades 1681 | Longs Won 1182/1681 70% | Profit Factor 3.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $668,931.89 |
| Average Win $205,999.88 | Best Trade (Aug 10) $8.29M | Sharpe Ratio -9.97 |
| Average Loss -$137,383.43 | Worst Trade (Aug 01) -$12.7M | Z-Score 6.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $104,042.4 |
| 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 | 4,854 | 4,369 | 3,883 | 3,398 | 2,913 | 2,427 | 1,942 | 1,456 | 971 | 485 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Michael Corrigan?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $5.56M, International Business Machines Corporation - $5.34M, Cisco Systems, Inc - $4.69M, Cummins Inc - $4.55M, 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 $61.66M earned over time. The largest contributors to dividend income include General Mills, Inc - $4.87M, Verizon Communications Inc - $2.51M, VANGUARD FTSE DEVELOPED MARKETS ETF - $2.44M, 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.
