MH
Michaela Herlihy Portfolio
Invests via BEACON FINANCIAL PLANNING Inc. | Managed by Kathleen E. Kane, Kelli M. Grew
Invests via BEACON FINANCIAL PLANNING Inc.
Managed by Kathleen E. Kane, Kelli M. Grew
Automatically Tracked
Michaela Herlihy Profile
Michaela Herlihy leverages extensive experience in operational leadership and strategic growth to drive innovation across diverse sectors. With a robust track record of transforming businesses, she has successfully spearheaded initiatives that enhance organizational effectiveness and market presence. Known for her ability to navigate complex business landscapes, Michaela plays a pivotal role in fostering collaboration among cross-functional teams while focusing on delivering exceptional results. Her insights into industry dynamics allow her to identify emerging opportunities, making her a valuable asset within the entrepreneurial community.
Michaela Herlihy leverages extensive experience in operational leadership and strategic growth to drive innovation across diverse sectors. With a robust track record of transforming businesses, she has successfully spearheaded initiatives that enhance organizational effectiveness and market presence. Known for her ability to navigate complex business landscapes, Michaela plays a pivotal role in fostering collaboration among cross-functional teams while focusing on delivering exceptional results. Her insights into industry dynamics allow her to identify emerging opportunities, making her a valuable asset within the entrepreneurial community.
Investment Philosophy & Strategy
With a keen understanding of market dynamics, Michaela Herlihy adopts an entrepreneurial approach to investment opportunities. Her operational leadership experience enables her to pinpoint sectors ripe for disruption, fostering innovation through strategic partnerships and agile methodologies. Prioritizing transformative initiatives, she emphasizes scalable business models that adapt to evolving consumer demands. By focusing on the intersection of efficiency and growth potential, she effectively channels resources towards ventures that promise sustainable success. This proactive mindset positions her as a catalyst for advancement in emerging industries.
With a keen understanding of market dynamics, Michaela Herlihy adopts an entrepreneurial approach to investment opportunities. Her operational leadership experience enables her to pinpoint sectors ripe for disruption, fostering innovation through strategic partnerships and agile methodologies. Prioritizing transformative initiatives, she emphasizes scalable business models that adapt to evolving consumer demands. By focusing on the intersection of efficiency and growth potential, she effectively channels resources towards ventures that promise sustainable success. This proactive mindset positions her as a catalyst for advancement in emerging industries.
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:
24.19%
Gain 0%
Monthly
0.83%
Yearly
10.49%
Drawdown
13.6%
$290.87M
Equity
Holdings
$290.87M
Investment
$203.64M
$97.06M
Profit +$9,952.63
Realized
$7.5M
Unrealized
$89.55M
Dividends
$8.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$9,952.63
Win %
86%
This Week
Compared To Last Week
Gain
0.003%
Profit
$9,952.63
Win %
86%
This Month
Compared to last month
Gain
-0.28%
Profit
-$815,700.94
Win %
86%
This Year
Compared to last year
Gain
6.87%
Profit
$22.03M
Win %
85%
TSLA Tesla, Inc.
+1.82%
+$129,773.28 
SMH VanEck Semiconductor ETF
+1.73%
+$22,974.88 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$93,376.01 
WELL Welltower Inc.
+1.69%
+$151,769.92 
VRT Vertiv Holdings Co
+1.68%
+$16,856.22 
SOXX iShares Semiconductor ETF
+1.59%
+$142,251.31 
JNJ Johnson & Johnson
+1.07%
+$11,965.94 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$11,046 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$81,112.42 
MKL Markel Group Inc.
+0.87%
+$2,256 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,393.06 
XSHQ Invesco S&P SmallCap Quality ETF
+0.86%
+$52,798.8 
NLR VanEck Uranium and Nuclear ETF
+0.83%
+$2,856.28 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$9,517.5 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$23,248.72 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$121,083.34 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$149,101.78 
VB Vanguard Small-Cap ETF
+0.7%
+$72,287.11 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$2,698.66 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$16,331.12 
ECL Ecolab Inc.
+0.68%
+$1,721.26 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$25,439.72 
VFQY Vanguard U.S. Quality Factor Fund
+0.67%
+$31,322.58 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$16,567.49 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$193,923.04 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.57%
+$34,230.02 
IVV iShares Core S&P 500 ETF
+0.55%
+$223,122.97 
VOO Vanguard S&P 500 ETF
+0.55%
+$7,358.22 
GOOGL Alphabet Inc
+0.53%
+$1,615.86 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$3,327.5 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$8,330.56 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$33,352.55 
GOOG Alphabet Inc
+0.45%
+$2,748.8 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,778.41 
IXUS iShares Core International Stock ETF
+0.43%
+$17,639.02 
BN Brookfield Corporation
+0.4%
+$1,559.17 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,636.76 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$86,883.94 
EFA iShares MSCI EAFE ETF
+0.28%
+$2,088.56 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$1,485.64 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$1,171.5 
VUG Vanguard Growth ETF
+0.18%
+$1,396.8 
NVDA NVIDIA Corporation
+0.16%
+$5,114.88 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$3,421.84 
BINC iShares Flexible Income Active ETF
+0.13%
+$3,879.33 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$1,583.14 
MSFT Microsoft Corp.
+0.1%
+$605.18 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.08%
+$628.58 
IAU iShares Gold Trust
+0.08%
+$144.12 
IBHG iShares iBonds 2027 High Yield Income
+0.07%
+$137.53 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$285.22 
TJX The TJX Companies, Inc.
+0.04%
+$98.28 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$584.35 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$198.32 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$103.36 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$1,581.3 
VOX Vanguard Communication Services ETF
+0.03%
+$65.51 
GTO Invesco Total Return Bond ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
PLTR Palantir Technologies Inc.
-2.36%
-$6,281.97 
AAPL Apple Inc.
-1.52%
-$31,693.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$2,829.49 
AMZN Amazon.com Inc
-1.23%
-$8,246.53 
AVGO Broadcom Inc.
-0.91%
-$4,235 
AKRE Akre Focus ETF
-0.49%
-$27,679.59 
ISRG Intuitive Surgical, Inc.
-0.45%
-$6,739.89 
DIS The Walt Disney Company
-0.3%
-$841.8 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$9,703.47 
IBTJ iShares iBonds Dec 2029 Term Fund
-0.09%
-$191.38 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$185.58 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.04%
-$501.04 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$137.06 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$109.89 Events
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Dividends
Dividend Analysis
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| Trades 534 | Longs Won 462/534 86% | Profit Factor 53.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.16M |
| Average Win $214,061.65 | Best Trade (Jun 14) $17.45M | Sharpe Ratio -8.8 |
| Average Loss -$25,559.55 | Worst Trade (Jun 14) -$1.12M | Z-Score 38.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $181,753.17 |
| 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% | 0.02% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
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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