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Michael Mcmahon Portfolio
Invests via TRUST Co. BANK Corp. N Y | Managed by Michael Mcmahon
Invests via TRUST Co. BANK Corp. N Y
Managed by Michael Mcmahon
Automatically Tracked
Michael Mcmahon Profile
Michael McMahon has cultivated a distinguished career in private equity and investment, renowned for his strategic insight into market dynamics. With extensive experience at the intersection of operational management and capital markets, he excels in identifying opportunities for growth and transformation within diverse industries. His leadership spans various high-impact projects where he has successfully driven value creation through innovative approaches. Michael’s proficiency in navigating complex business environments makes him a sought-after figure among investors looking to capitalize on emerging trends. As an advocate for entrepreneurial development, he continues to influence the future landscape of private investments.
Michael McMahon has cultivated a distinguished career in private equity and investment, renowned for his strategic insight into market dynamics. With extensive experience at the intersection of operational management and capital markets, he excels in identifying opportunities for growth and transformation within diverse industries. His leadership spans various high-impact projects where he has successfully driven value creation through innovative approaches. Michael’s proficiency in navigating complex business environments makes him a sought-after figure among investors looking to capitalize on emerging trends. As an advocate for entrepreneurial development, he continues to influence the future landscape of private investments.
Investment Philosophy & Strategy
A sharp focus on entrepreneurial ventures shapes the investment approach. Michael McMahon harnesses his vast operational experience to uncover transformative opportunities within evolving markets. Leveraging insights from both private equity and capital allocation, he emphasizes fostering innovation and sustainable growth in diverse sectors. His deep understanding of industry dynamics enhances his ability to spot undervalued assets ripe for advancement. This proactive stance toward investment not only seeks exceptional returns but also prioritizes meaningful impact, affirming a commitment to nurturing future market leaders.
A sharp focus on entrepreneurial ventures shapes the investment approach. Michael McMahon harnesses his vast operational experience to uncover transformative opportunities within evolving markets. Leveraging insights from both private equity and capital allocation, he emphasizes fostering innovation and sustainable growth in diverse sectors. His deep understanding of industry dynamics enhances his ability to spot undervalued assets ripe for advancement. This proactive stance toward investment not only seeks exceptional returns but also prioritizes meaningful impact, affirming a commitment to nurturing future market leaders.
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:
76.77%
Gain -0.53%
Monthly
0.33%
Yearly
4.07%
Drawdown
13.8%
$135.33M
Equity
Holdings
$135.33M
Investment
$51.51M
$83.34M
Profit -$456,173.19
Realized
-$473,486.29
Unrealized
$83.82M
Dividends
$135.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$456,173.19
Win %
85%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$594,680.25
Win %
85%
This Month
Compared to last month
Gain
2.54%
Profit
$3.35M
Win %
85%
This Year
Compared to last year
Gain
-1.51%
Profit
-$2.07M
Win %
85%
TXN Texas Instruments Inc
+2.25%
+$39,532.2 
GE General Electric Company
+2.15%
+$192,431.63 
DIS The Walt Disney Company
+1.96%
+$21,723.85 
LMT Lockheed Martin Corporation
+1.78%
+$8,610.67 
JCI Johnson Controls International plc
+1.45%
+$12,018.72 
GEV GE Vernova Inc.
+1.32%
+$89,521.33 
T AT&T Inc.
+1.26%
+$3,453.71 
CVX Chevron Corporation
+1.16%
+$31,631.9 
RTX RTX Corporation
+1.13%
+$30,960.66 
STT State Street Corp
+1%
+$8,750.7 
CME CME Group Inc.
+0.97%
+$3,198.65 
MO Altria Group, Inc.
+0.95%
+$2,804.25 
LIN Linde plc
+0.95%
+$2,950.99 
XOM Exxon Mobil Corporation
+0.94%
+$44,852.28 
PM Philip Morris International Inc.
+0.78%
+$5,675.8 
MDT Medtronic plc
+0.76%
+$2,962.86 
GIS General Mills, Inc.
+0.74%
+$4,111.04 
TRST TrustCo Bank Corp NY
+0.61%
+$32,669.35 
VPU Vanguard Utilities ETF
+0.58%
+$1,217.67 
VZ Verizon Communications Inc.
+0.54%
+$2,280.72 
TT Trane Technologies plc
+0.53%
+$1,430.71 
J Jacobs Solutions Inc.
+0.52%
+$1,233.75 
C Citigroup Inc.
+0.43%
+$1,616.4 
MA Mastercard Incorporated
+0.4%
+$1,102.5 
ALL Allstate Corporation
+0.36%
+$1,757.68 
KO The Coca-Cola Company
+0.33%
+$11,933.21 
VO Vanguard Mid-Cap ETF
+0.26%
+$1,085.04 
VB Vanguard Small-Cap ETF
+0.24%
+$597 
CAT Caterpillar Inc.
+0.23%
+$2,813.2 
AAPL Apple Inc.
+0.22%
+$15,822.92 
MRK Merck & Co., Inc.
+0.21%
+$2,853.89 
MCD McDonald's Corporation
+0.21%
+$3,891.15 
NEE NextEra Energy, Inc.
+0.21%
+$434.7 
PG Procter & Gamble Co
+0.2%
+$4,492.83 
AEP American Electric Power Company, Inc.
+0.17%
+$430.54 
PEP PepsiCo, Inc.
+0.12%
+$2,163.63 
LOW Lowe's Companies Inc.
+0.12%
+$1,415.75 
SO The Southern Company
+0.01%
+$109.4 
MMM 3M Company
0%
$0 
AMAT Applied Materials, Inc.
-5.12%
-$703,452.7 
ORCL Oracle Corporation
-3.65%
-$51,174.6 
CIEN Ciena Corporation
-3.17%
-$7,220.31 
LLY Eli Lilly and Company
-2.38%
-$49,402.87 
INTC Intel Corporation
-1.97%
-$49,639.82 
CSCO Cisco Systems, Inc.
-1.58%
-$32,989.7 
BMY Bristol-Myers Squibb Company
-1.27%
-$5,986 
NKE Nike, Inc. - Class B
-1.21%
-$4,547.5 
IBM International Business Machines Corporation
-1.19%
-$13,341.37 
ADP Automatic Data Processing Inc.
-1.18%
-$10,058.58 
CL Colgate-Palmolive Company
-1.05%
-$11,471.88 
NSC Norfolk Southern Corporation
-1.02%
-$11,561.87 
AMZN Amazon.com Inc
-0.94%
-$3,566.25 
META Meta Platforms Inc Class A
-0.86%
-$9,707.5 
HD The Home Depot, Inc.
-0.83%
-$8,153.7 
TGT Target Corporation
-0.66%
-$5,459.98 
JNJ Johnson & Johnson
-0.66%
-$33,829.7 
EMR Emerson Electric Co.
-0.63%
-$8,320.08 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$4,222.4 
ABBV AbbVie Inc.
-0.54%
-$25,263.36 
WMT Walmart Inc.
-0.39%
-$10,236.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$895.16 
AXP American Express Company
-0.34%
-$10,851.56 
MAS Masco Corporation
-0.34%
-$2,356.25 
MSFT Microsoft Corp.
-0.3%
-$19,772.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$439.55 
Q Qnity Electronics Inc.
-0.2%
-$508.66 
VOO Vanguard S&P 500 ETF
-0.19%
-$1,515.56 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$1,796 
GEHC GE HealthCare Technologies Inc.
-0.14%
-$551.9 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.14%
-$392 
GOOGL Alphabet Inc
-0.13%
-$711.62 
GOOG Alphabet Inc
-0.12%
-$1,258.37 
JPM JPMorgan Chase & Co.
-0.07%
-$5,976.5 
NVDA NVIDIA Corporation
-0.06%
-$188.58 
ECL Ecolab Inc.
-0.05%
-$243.03 
PFE Pfizer Inc.
-0.04%
-$124.81 
ABT Abbott Laboratories
-0.02%
-$362.3 Events
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Dividends
Dividend Analysis
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| Trades 4610 | Longs Won 3289/4610 71% | Profit Factor 1.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $333,203.41 |
| Average Win $60,785.74 | Best Trade (Aug 19) $11.83M | Sharpe Ratio -11.07 |
| Average Loss -$88,251.03 | Worst Trade (Apr 23) -$5.45M | Z-Score 2.69 (99.28%) |
| Commissions $0 | Avg. Trade Length 6y 7m 2w 6d | Expectancy $18,079.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.95% |
| Consecutive Losing Trades | 1,534 | 1,380 | 1,227 | 1,074 | 920 | 767 | 613 | 460 | 307 | 153 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,617 | $1.29M | $7.23M | - | $5.94M | 460.59% | +0.219% |
| ABBV AbbVie Inc. | 18,576 | $1.78M | $4.63M | - | $2.85M | 159.9% | -0.542% |
| ABT Abbott Laboratories | 18,115 | $1.19M | $2.02M | - | $824,343.19 | 69.22% | -0.018% |
| ADP Automatic Data Processing Inc. | 3,076 | $498,033.1 | $839,624.93 | - | $341,591.83 | 68.59% | -1.184% |
| AEP American Electric Power Company, Inc. | 1,957 | $267,737 | $245,799.2 | - | -$21,937.8 | -8.19% | +0.175% |
| ALL Allstate Corporation | 1,890 | $203,250.2 | $494,064.9 | - | $290,814.7 | 143.08% | +0.357% |
| AMAT Applied Materials, Inc. | 25,711 | $1.39M | $13.04M | - | $11.65M | 840.47% | -5.118% |
| AMZN Amazon.com Inc | 1,438 | $315,544.21 | $377,690.69 | - | $62,146.48 | 19.7% | -0.935% |
| AXP American Express Company | 9,275 | $1.22M | $3.18M | - | $1.95M | 159.65% | -0.34% |
| BMY Bristol-Myers Squibb Company | 7,300 | $366,698.49 | $465,959 | - | $99,260.51 | 27.07% | -1.268% |
| BRK-B Berkshire Hathaway Inc. | 1,456 | $363,998.17 | $733,867.68 | - | $369,869.51 | 101.61% | -0.572% |
| C Citigroup Inc. | 2,694 | $256,733.2 | $375,355.02 | - | $118,621.82 | 46.2% | +0.432% |
| CAT Caterpillar Inc. | 1,428 | $354,982.24 | $1.22M | - | $868,199.73 | 244.58% | +0.231% |
| CIEN Ciena Corporation | 515 | $252,638 | $220,816.54 | - | -$31,821.46 | -12.6% | -3.166% |
| CL Colgate-Palmolive Company | 11,706 | $941,712.86 | $1.08M | - | $134,653.84 | 14.3% | -1.055% |
| CME CME Group Inc. | 1,235 | $220,087.88 | $333,202.99 | - | $113,115.11 | 51.4% | +0.969% |
| CSCO Cisco Systems, Inc. | 18,430 | $989,010.71 | $2.06M | - | $1.07M | 108.11% | -1.578% |
| CVX Chevron Corporation | 13,753 | $1.28M | $2.75M | - | $1.47M | 114.8% | +1.163% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 396 | $206,866 | $212,572.8 | - | $5,706.8 | 2.76% | -0.206% |
| DIS The Walt Disney Company | 10,597 | $1.18M | $1.13M | - | -$46,747.47 | -3.96% | +1.956% |
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FAQ
Which stocks have generated the highest profits for Michael Mcmahon?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $39.46M, Exxon Mobil Corporation - $12.85M, Procter & Gamble Co - $10.23M, Johnson & Johnson - $9.07M, and Citigroup Inc - $7.86M. 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: TRST - $20.41M, UTR - $4.54M, KFT - $3.16M, Fannie Mae - $2.52M, and Altria Group, Inc - $1.85M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Mcmahon's portfolio generate?
The portfolio generates substantial dividend income, with a total of $135.94M earned over time. The largest contributors to dividend income include General Electric Company - $66.74M, Citigroup Inc - $10.36M, Exxon Mobil Corporation - $5.52M, Johnson & Johnson - $3.67M, and Procter & Gamble Co - $2.81M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Mcmahon's monthly returns?
Michael Mcmahon's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Michael Mcmahon's strategy be considered aggressive or moderate?
Michael Mcmahon's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Mcmahon's strategy?
Michael Mcmahon's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
