John P. Quinn Portfolio
Invests via Vermillion & White Wealth Management Group LLC | Managed by Ryan L. Vermillion, Brian J. White
Invests via Vermillion & White Wealth Management Group LLC
Managed by Ryan L. Vermillion, Brian J. White
Automatically Tracked
John P. Quinn Profile
With a strong foundation in operational leadership, John P. Quinn has made significant contributions to both corporate growth and innovation across various sectors. He has extensive experience guiding organizations through complex transformations, particularly in technology and consumer goods industries. His strategic insights have positioned businesses for competitive advantage while driving impactful market solutions. Known for his hands-on approach and collaborative leadership style, he adeptly bridges the gap between executive vision and execution, leading teams toward shared goals of excellence. John's role as an advisor further underscores his relevance in navigating today’s dynamic business landscape.
With a strong foundation in operational leadership, John P. Quinn has made significant contributions to both corporate growth and innovation across various sectors. He has extensive experience guiding organizations through complex transformations, particularly in technology and consumer goods industries. His strategic insights have positioned businesses for competitive advantage while driving impactful market solutions. Known for his hands-on approach and collaborative leadership style, he adeptly bridges the gap between executive vision and execution, leading teams toward shared goals of excellence. John's role as an advisor further underscores his relevance in navigating today’s dynamic business landscape.
Investment Philosophy & Strategy
Market opportunities in emerging technologies and consumer behaviors define John P. Quinn's investment approach. His extensive operational leadership experience allows for keen identification of trends that drive business growth, particularly in sectors ripe for innovation. With a focus on fostering collaborative environments, he prioritizes investments where strategic execution aligns with competitive differentiation. This combination facilitates optimal capital deployment towards initiatives exhibiting high scalability potential, reinforcing robust market positioning. By championing transformative projects and agile methodologies, he's poised to uncover valuable prospects that yield sustainable returns.
Market opportunities in emerging technologies and consumer behaviors define John P. Quinn's investment approach. His extensive operational leadership experience allows for keen identification of trends that drive business growth, particularly in sectors ripe for innovation. With a focus on fostering collaborative environments, he prioritizes investments where strategic execution aligns with competitive differentiation. This combination facilitates optimal capital deployment towards initiatives exhibiting high scalability potential, reinforcing robust market positioning. By championing transformative projects and agile methodologies, he's poised to uncover valuable prospects that yield sustainable returns.
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:
40.81%
Gain -1.15%
Monthly
1.12%
Yearly
14.31%
Drawdown
13.88%
$159.3M
Equity
Holdings
$159.3M
Investment
$128.31M
$43.48M
Profit -$1.66M
Realized
$12.49M
Unrealized
$30.99M
Dividends
$8.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.15%
Profit
-$1.66M
Win %
61%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$595,259.39
Win %
61%
This Month
Compared to last month
Gain
-0.88%
Profit
-$1.42M
Win %
61%
This Year
Compared to last year
Gain
9.78%
Profit
$14.22M
Win %
73%
AVGO Broadcom Inc.
+2.93%
+$31,801.38 
AMZN Amazon.com Inc
+2.01%
+$13,210.26 
MSFT Microsoft Corp.
+2%
+$26,309.38 
IXN iShares Global Tech ETF
+0.92%
+$2,766.05 
CEG Constellation Energy Corporation
+0.76%
+$2,568.96 
GQQQ Astoria US Quality Growth Kings ETF
+0.6%
+$128,869.94 
DFAE Dimensional Emerging Core Equity Market ETF
+0.56%
+$31,014.27 
ESGV Vanguard ESG U.S. Stock ETF
+0.33%
+$6,199.6 
PPI ASTORIA REAL ASSETS ETF
+0.29%
+$9,753.84 
CGUS Capital Group Core Equity ETF
+0.26%
+$428.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.26%
+$1,392.53 
ESGU iShares ESG Aware MSCI USA ETF
+0.24%
+$1,064.4 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,155.8 
IVV iShares Core S&P 500 ETF
+0.24%
+$98,410.13 
VOO Vanguard S&P 500 ETF
+0.21%
+$743.15 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$6,481.12 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.12%
+$10,631.75 
VT Vanguard Total World Stock ETF
+0.12%
+$307.62 
CGBL Capital Group Core Balanced ETF
+0.09%
+$273.04 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$16.25 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.01%
+$46.19 
SHV iShares Short Treasury Bond ETF
+0.01%
+$12.25 
BSCP Invesco BulletShares 2025 Corporate Bond ETF
0%
$0 
BSMP Invesco BulletShares (R) 2025 Municipal Bond ETF
0%
$0 
ENZC Enzolytics Inc.
0%
$0 
UPS United Parcel Service, Inc.
-3.38%
-$41,730.3 
AAPL Apple Inc.
-2.84%
-$53,618.44 
TSLA Tesla, Inc.
-2.07%
-$4,165.92 
HYSR SunHydrogen Inc.
-1.86%
-$800 
UNH UnitedHealth Group Incorporated
-1.15%
-$2,690.1 
EXC Exelon Corporation
-0.81%
-$1,623.37 
MSOS AdvisorShares Pure US Cannabis ETF
-0.79%
-$821.27 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.61%
-$4,974.16 
DVY iShares Select Dividend ETF
-0.56%
-$3,122.25 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.53%
-$3,410.32 
PFE Pfizer Inc.
-0.5%
-$976.12 
PM Philip Morris International Inc.
-0.47%
-$2,945.7 
MO Altria Group, Inc.
-0.39%
-$4,266.77 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$2,617.24 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$48,388.36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$1,056.23 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$665.99 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.35%
-$3,357.08 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$2,474.94 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$11,503.91 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.33%
-$2,110.32 
GOVT iShares U.S. Treasury Bond ETF
-0.33%
-$1,840.28 
CGCB Capital Group Core Bond ETF
-0.33%
-$318.24 
DFCF Dimensional Core Fixed Income ETF
-0.31%
-$39,258.7 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.31%
-$2,662.92 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.29%
-$3,210.6 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$879.6 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
-0.23%
-$2,145.33 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.23%
-$821.79 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.2%
-$13,812.75 
QUAL iShares MSCI USA Quality Factor ETF
-0.12%
-$1,966.3 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$7,007.22 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$180.06 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$155.55 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$291.95 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.08%
-$448.24 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,298.56 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.03%
-$484.11 Events
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Dividends
Dividend Analysis
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| Trades 2131 | Longs Won 1220/2131 57% | Profit Factor 16.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $223,965.32 |
| Average Win $37,916.91 | Best Trade (Jul 23) $7.71M | Sharpe Ratio -56.41 |
| Average Loss -$3,053.02 | Worst Trade (Jun 30) -$388,930.92 | Z-Score -10.92 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $20,402.31 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
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Returns
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FAQ
Which stocks have generated the highest profits for John P. Quinn?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $2.35M, Astoria U.S. Equity Weighted Quality Kings ETF - $2.16M, iShares Core S&P 500 ETF - $1.6M, WisdomTree U.S. Quality Dividend Growth Fund - $1.04M, and Dimensional Core Fixed Income ETF - $982,265.66. 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: United Parcel Service, Inc - $499,617.84, State Street SPDR Portfolio S&P 500 ETF - $188,309.73, Schwab U.S. Dividend Equity ETF - $90,136.47, Comcast Corp - $87,779, and Onconova Therapeutics Inc - $38,356.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does John P. Quinn's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.12M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.01M, iShares Core S&P 500 ETF - $907,708.79, Dimensional International Core Equity Market ETF - $643,053.93, Dimensional Short-Duration Fixed Income ETF - $454,325.16, and SPDR Portfolio Intermediate Term Corporate Bond ETF - $332,107.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are John P. Quinn's monthly returns?
John P. Quinn'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 John P. Quinn's strategy be considered aggressive or moderate?
John P. Quinn'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 John P. Quinn's strategy?
John P. Quinn'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.
