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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:
79.29%
Gain +0.81%
Monthly
0.33%
Yearly
3.97%
Drawdown
13.8%
$133.55M
Equity
Holdings
$133.55M
Investment
$51.51M
$81.57M
Profit +$875,008.66
Realized
-$473,486.29
Unrealized
$82.04M
Dividends
$136.2M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.81%
Profit
$875,008.66
Win %
81%
This Week
Compared To Last Week
Gain
0.77%
Profit
$1.03M
Win %
81%
This Month
Compared to last month
Gain
1.76%
Profit
$2.31M
Win %
81%
This Year
Compared to last year
Gain
-2.8%
Profit
-$3.85M
Win %
81%
CIEN Ciena Corporation
+9.47%
+$18,998.35 
GEV GE Vernova Inc.
+5.38%
+$344,492.87 
PG Procter & Gamble Co
+2.5%
+$56,623.26 
CSCO Cisco Systems, Inc.
+2.47%
+$51,419.7 
VPU Vanguard Utilities ETF
+2.33%
+$4,426.4 
LOW Lowe's Companies Inc.
+2.28%
+$23,133.35 
CAT Caterpillar Inc.
+2.06%
+$24,947.15 
CL Colgate-Palmolive Company
+2.04%
+$20,544.03 
MAS Masco Corporation
+1.96%
+$12,629.5 
ORCL Oracle Corporation
+1.87%
+$23,881.48 
HD The Home Depot, Inc.
+1.8%
+$14,498.58 
GIS General Mills, Inc.
+1.77%
+$7,938.56 
LIN Linde plc
+1.75%
+$5,486 
MRK Merck & Co., Inc.
+1.68%
+$23,126.45 
LLY Eli Lilly and Company
+1.65%
+$32,204.4 
WMT Walmart Inc.
+1.63%
+$38,899.08 
AMZN Amazon.com Inc
+1.61%
+$5,816.72 
ECL Ecolab Inc.
+1.58%
+$7,079.39 
NKE Nike, Inc. - Class B
+1.56%
+$4,820.35 
MSFT Microsoft Corp.
+1.39%
+$97,661.73 
TT Trane Technologies plc
+1.28%
+$3,445.64 
NEE NextEra Energy, Inc.
+1.25%
+$2,306.32 
GE General Electric Company
+1.2%
+$91,492.16 
PEP PepsiCo, Inc.
+1.17%
+$18,710.16 
SO The Southern Company
+1.16%
+$10,666.5 
JCI Johnson Controls International plc
+1.12%
+$9,603.95 
MO Altria Group, Inc.
+1.1%
+$3,392.25 
ADP Automatic Data Processing Inc.
+1.1%
+$8,837.66 
PM Philip Morris International Inc.
+1.1%
+$7,976.8 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+1.08%
+$2,926 
NVDA NVIDIA Corporation
+1.03%
+$3,327.1 
VO Vanguard Mid-Cap ETF
+0.98%
+$3,879.51 
AEP American Electric Power Company, Inc.
+0.94%
+$2,197.32 
XOM Exxon Mobil Corporation
+0.88%
+$43,346.88 
EMR Emerson Electric Co.
+0.86%
+$11,200 
TXN Texas Instruments Inc
+0.84%
+$15,941.5 
CVX Chevron Corporation
+0.84%
+$23,792.69 
J Jacobs Solutions Inc.
+0.8%
+$1,817.72 
VOO Vanguard S&P 500 ETF
+0.78%
+$6,299.66 
KO The Coca-Cola Company
+0.76%
+$27,158.34 
BMY Bristol-Myers Squibb Company
+0.73%
+$3,139 
JNJ Johnson & Johnson
+0.72%
+$35,590.3 
MA Mastercard Incorporated
+0.71%
+$1,974.69 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.69%
+$1,409.76 
GOOGL Alphabet Inc
+0.67%
+$3,604.51 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$9,006.92 
ABBV AbbVie Inc.
+0.66%
+$32,693.57 
AXP American Express Company
+0.59%
+$16,787.85 
TGT Target Corporation
+0.56%
+$4,505.8 
IBM International Business Machines Corporation
+0.52%
+$5,487.96 
LMT Lockheed Martin Corporation
+0.51%
+$2,073.99 
BRK-B Berkshire Hathaway Inc.
+0.48%
+$3,501.68 
MMM 3M Company
+0.47%
+$2,704.75 
GOOG Alphabet Inc
+0.43%
+$4,640.38 
MCD McDonald's Corporation
+0.39%
+$6,071.69 
VB Vanguard Small-Cap ETF
+0.38%
+$883.56 
DIS The Walt Disney Company
+0.33%
+$3,602.98 
T AT&T Inc.
+0.31%
+$835.58 
PFE Pfizer Inc.
+0.27%
+$936.08 
C Citigroup Inc.
+0.16%
+$565.74 
NSC Norfolk Southern Corporation
+0.11%
+$1,142.74 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$175.14 
META Meta Platforms Inc Class A
+0.07%
+$995.36 
Q Qnity Electronics Inc.
+0.06%
+$140.32 
AAPL Apple Inc.
+0.06%
+$4,368.91 
RTX RTX Corporation
+0.03%
+$746.04 
CME CME Group Inc.
0%
+$5.19 
INTC Intel Corporation
-2.56%
-$71,568.09 
AMAT Applied Materials, Inc.
-2.03%
-$283,593.1 
ABT Abbott Laboratories
-0.8%
-$14,582.54 
STT State Street Corp
-0.64%
-$5,255.05 
VZ Verizon Communications Inc.
-0.64%
-$2,587.74 
GEHC GE HealthCare Technologies Inc.
-0.55%
-$1,986.84 
ALL Allstate Corporation
-0.43%
-$1,842.77 
MDT Medtronic plc
-0.36%
-$1,374.08 
JPM JPMorgan Chase & Co.
-0.07%
-$4,869.92 
TRST TrustCo Bank Corp NY
-0.04%
-$1,866.82 Events
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Dividends
Dividend Analysis
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| Trades 4610 | Longs Won 3269/4610 70% | Profit Factor 1.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $339,043.61 |
| Average Win $60,687.65 | Best Trade (Oct 02) $12.55M | Sharpe Ratio -11.07 |
| Average Loss -$87,115.43 | Worst Trade (Apr 23) -$5.45M | Z-Score 1.34 (82.13%) |
| Commissions $0 | Avg. Trade Length 6y 7m 3w 3d | Expectancy $17,693.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.34% |
| Consecutive Losing Trades | 1,534 | 1,380 | 1,227 | 1,074 | 920 | 767 | 613 | 460 | 307 | 153 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,617 | $1.29M | $7.87M | - | $6.58M | 510.33% | +0.056% |
| ABBV AbbVie Inc. | 18,576 | $1.78M | $4.97M | - | $3.19M | 178.72% | +0.662% |
| ABT Abbott Laboratories | 18,115 | $1.19M | $1.8M | - | $607,778.36 | 51.03% | -0.804% |
| ADP Automatic Data Processing Inc. | 3,076 | $498,033.1 | $809,397.42 | - | $311,364.32 | 62.52% | +1.104% |
| AEP American Electric Power Company, Inc. | 1,957 | $267,737 | $236,508.93 | - | -$31,228.07 | -11.66% | +0.938% |
| ALL Allstate Corporation | 1,890 | $203,250.2 | $422,859.15 | - | $219,608.95 | 108.05% | -0.434% |
| AMAT Applied Materials, Inc. | 25,711 | $1.39M | $13.66M | - | $12.27M | 885.11% | -2.034% |
| AMZN Amazon.com Inc | 1,438 | $315,544.21 | $367,329.91 | - | $51,785.7 | 16.41% | +1.609% |
| AXP American Express Company | 9,275 | $1.22M | $2.84M | - | $1.61M | 131.86% | +0.595% |
| BMY Bristol-Myers Squibb Company | 7,300 | $366,698.49 | $432,452 | - | $65,753.51 | 17.93% | +0.731% |
| BRK-B Berkshire Hathaway Inc. | 1,456 | $363,998.17 | $737,704.24 | - | $373,706.07 | 102.67% | +0.477% |
| C Citigroup Inc. | 2,694 | $256,733.2 | $346,879.44 | - | $90,146.24 | 35.11% | +0.163% |
| CAT Caterpillar Inc. | 1,428 | $354,982.24 | $1.24M | - | $881,108.84 | 248.21% | +2.06% |
| CIEN Ciena Corporation | 515 | $252,638 | $219,688.7 | - | -$32,949.3 | -13.04% | +9.466% |
| CL Colgate-Palmolive Company | 11,706 | $941,712.86 | $1.03M | - | $87,771.31 | 9.32% | +2.036% |
| CME CME Group Inc. | 1,235 | $220,087.88 | $333,492.24 | - | $113,404.36 | 51.53% | +0.002% |
| CSCO Cisco Systems, Inc. | 18,430 | $989,010.71 | $2.13M | - | $1.14M | 115.44% | +2.473% |
| CVX Chevron Corporation | 13,753 | $1.28M | $2.86M | - | $1.58M | 123.61% | +0.838% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 396 | $206,866 | $204,205.32 | - | -$2,660.68 | -1.29% | +0.695% |
| DIS The Walt Disney Company | 10,597 | $1.18M | $1.1M | - | -$77,478.77 | -6.57% | +0.328% |
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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 - $12.88M, Procter & Gamble Co - $10.23M, Johnson & Johnson - $9.1M, 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 $136.2M earned over time. The largest contributors to dividend income include General Electric Company - $66.74M, Citigroup Inc - $10.36M, Exxon Mobil Corporation - $5.55M, Johnson & Johnson - $3.69M, 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.
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