TPM

Thomas P. Mullooly Portfolio

Invests via Mullooly Asset Management Inc. | Managed by Thomas P. Mullooly, Brendan Mullooly, Timothy Mullooly, Thomas Casey Mullooly

Invests via Mullooly Asset Management Inc.

Managed by Thomas P. Mullooly, Brendan Mullooly, Timothy Mullooly, Thomas Casey Mullooly

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Tracking: 0 Updated: Jun 12 at 08:07 PM

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Thomas P. Mullooly Profile

Thomas P. Mullooly has built a prominent career at the intersection of financial advising and capital markets. As a founder of Mullooly Asset Management, he provides strategic direction in guiding families and individuals through their investment journeys. His experience spans various sectors within wealth management, where he emphasizes personalized service tailored to client objectives. A strong advocate for financial literacy, his work encompasses not only managing investments but also educating clients on market dynamics and planning strategies that foster long-term growth.

Investment Philosophy & Strategy

Drawing from a rich tapestry of financial services experience, Thomas P. Mullooly champions a comprehensive approach to asset management that prioritizes education alongside investment. His philosophy intertwines the importance of personal service with strategic insight, enabling clients to navigate complex market conditions effectively. By focusing on tailored strategies that align with individual aspirations and risk profiles, he fosters enduring relationships based on trust and understanding. This holistic outlook not only cultivates financial acumen among his clientele but also drives sustainable growth in their investment endeavors.

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:

47.08%

Gain +0.57%

Monthly

2.72%

Yearly

37.92%

Drawdown

12.59%

$315.6M

Equity

Holdings

$315.6M

Investment

$237M

$1.18B

Profit +$1.95M

Realized

$1.1B

Unrealized

$78.6M

Dividends

$29.51M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.57%

Profit

$1.95M

Win %

73%

This Week

Compared To Last Week

Gain

-0.4%

Profit

-$1.28M

Win %

73%

This Month

Compared to last month

Gain

0.68%

Profit

$2.13M

Win %

73%

This Year

Compared to last year

Gain

13.14%

Profit

$36.82M

Win %

73%

Gainers
Losers

LITE Lumentum Holdings Inc.

+3.59%

+$9,974.64

JPM JPMorgan Chase & Co.

+2.3%

+$24,220.76

MTUM iShares MSCI USA Momentum Factor ETF

+1.72%

+$755,384.19

SOXX iShares Semiconductor ETF

+1.59%

+$13,989.32

DHS WisdomTree U.S. High Dividend Fund

+1.07%

+$4,022.86

JNJ Johnson & Johnson

+1.07%

+$4,475.25

PDP Invesco Dorsey Wright Momentum ETF

+1.07%

+$9,531.06

IDU iShares U.S. Utilities ETF

+1.05%

+$8,021.52

ORLY O'Reilly Automotive Inc.

+1.02%

+$17,949.2

IJR iShares Core S&P Small-Cap ETF

+1%

+$214,679.95

VTV Vanguard Value ETF

+0.94%

+$4,902.52

SPLV Invesco S&P 500 Low Volatility ETF

+0.87%

+$5,215.47

VYM Vanguard High Dividend Yield ETF

+0.8%

+$3,371.09

SNA Snap-on Inc.

+0.75%

+$4,694.38

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$231,184.14

HD The Home Depot, Inc.

+0.73%

+$9,798.96

BRK-B Berkshire Hathaway Inc.

+0.69%

+$1,530.95

QQEW First Trust NASDAQ-100 Equal Weighted Index Fund

+0.68%

+$2,333.49

COST Costco Wholesale Corporation

+0.68%

+$1,971.36

IYW iShares U.S. Technology ETF

+0.62%

+$24,108.56

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$88,878.72

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$163,779.42

VOO Vanguard S&P 500 ETF

+0.58%

+$2,562.37

SPY SPDR S&P 500 ETF Trust

+0.57%

+$1,823.13

GOOGL Alphabet Inc

+0.53%

+$7,007.79

VLUE iShares MSCI USA Value Factor ETF

+0.47%

+$224,237.12

GOOG Alphabet Inc

+0.45%

+$4,260.77

USMV iShares MSCI USA Min Vol Factor ETF

+0.43%

+$15,961.71

VEU Vanguard FTSE All-World ex-US ETF

+0.4%

+$144,303.26

AOA iShares Core Aggressive Allocation ETF

+0.33%

+$2,718.08

XLY Consumer Discretionary Select Sector SPDR Fund

+0.27%

+$1,229.46

AOR iShares Core 60/40 Balanced Allocation ETF

+0.26%

+$595.26

NVDA NVIDIA Corporation

+0.14%

+$365.7

SHW The Sherwin-Williams Company

+0.13%

+$1,326.78

MSFT Microsoft Corp.

+0.1%

+$314

USHY iShares Broad USD High Yield Corporate Bond ETF

+0.05%

+$429.02

SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF

+0.05%

+$112.45

ORCL Oracle Corporation

+0.05%

+$127.52

SUB iShares Short-Term National Muni Bond ETF

+0.04%

+$1,552.28

SHV iShares Short Treasury Bond ETF

+0.03%

+$6,881.52

LMT Lockheed Martin Corporation

-1.54%

-$10,418.84

AAPL Apple Inc.

-1.52%

-$18,081

AMZN Amazon.com Inc

-1.21%

-$4,251.42

AVGO Broadcom Inc.

-0.94%

-$2,371.11

ITA iShares U.S. Aerospace & Defense ETF

-0.85%

-$5,851.98

FDN First Trust Dow Jones Internet Index Fund

-0.31%

-$1,802.25

GILD Gilead Sciences Inc.

-0.21%

-$1,165.58

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$16,878.21

VTEB Vanguard Tax-Exempt Bond ETF

-0.09%

-$2,033.95

BOND PIMCO Active Bond Exchange-Traded Fund

-0.03%

-$4,568.13

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$299.9

Events

Dividends

Dividend Analysis

No Data

Trades 211	Longs Won 157/211 74%	Profit Factor 1,870.89
Profitability	Shorts Won 0/0 0%	Standard Deviation $43.98M
Average Win $7.53M	Best Trade (Jun 30) $489.64M	Sharpe Ratio -7.73
Average Loss -$11,696.78	Worst Trade (Jun 11) -$194,281.22	Z-Score 8.92 (100%)
Commissions $0	Avg. Trade Length 8m 2w 2d	Expectancy $5.6M

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	2.01%	6.52%	12.97%	21.13%	30.85%	42.04%	54.6%	68.49%	83.63%
Consecutive Losing Trades	27,027	24,324	21,622	18,919	16,216	13,514	10,811	8,108	5,405	2,703