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:
82.33%
Gain -0.67%
Monthly
1.65%
Yearly
21.76%
Drawdown
18.54%
$294.65M
Equity
Holdings
$294.65M
Investment
$202.56M
$100.46M
Profit -$1.19M
Realized
$8.38M
Unrealized
$92.08M
Dividends
$9.6M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.19M
Win %
78%
This Week
Compared To Last Week
Gain
1.05%
Profit
$3.07M
Win %
78%
This Month
Compared to last month
Gain
0.35%
Profit
$1.04M
Win %
78%
This Year
Compared to last year
Gain
-0.04%
Profit
-$57,869.1
Win %
78%
MSFT Microsoft Corp.
+1.83%
+$14,994.17 
TSLA Tesla, Inc.
+0.91%
+$61,937.05 
IBM International Business Machines Corporation
+0.78%
+$1,400.4 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$154,342.5 
JNJ Johnson & Johnson
+0.73%
+$9,027.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.32%
+$659.43 
ISRG Intuitive Surgical, Inc.
+0.2%
+$2,914.48 
AKRE Akre Focus ETF
+0.17%
+$3,178.99 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.09%
+$776.68 
QUAL iShares MSCI USA Quality Factor ETF
+0.07%
+$5,258.97 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.04%
+$346.89 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$126.3 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
NLR VanEck Uranium and Nuclear ETF
-2.44%
-$7,938.84 
AVGO Broadcom Inc.
-1.47%
-$6,837.31 
VRT Vertiv Holdings Co
-1.32%
-$11,168.99 
AMZN Amazon.com Inc
-1.27%
-$9,646 
SOXX iShares Semiconductor ETF
-1.25%
-$107,656.92 
IEMG iShares Core MSCI Emerging Markets ETF
-1.22%
-$2,788 
BN Brookfield Corporation
-1.22%
-$3,984.52 
GOOGL Alphabet Inc
-1.21%
-$4,340.87 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.2%
-$2,626.75 
GOOG Alphabet Inc
-1.2%
-$7,109.85 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.15%
-$7,080.88 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.12%
-$4,730.46 
IXUS iShares Core International Stock ETF
-1.11%
-$49,520.88 
SCHD Schwab U.S. Dividend Equity ETF
-1.1%
-$111,070.67 
EFA iShares MSCI EAFE ETF
-1.06%
-$8,037 
AMD Advanced Micro Devices, Inc.
-1.02%
-$3,445.21 
FNDF Schwab Fundamental International Large Company Index ETF
-1.01%
-$232,475.6 
EFG iShares MSCI EAFE Growth ETF
-0.98%
-$14,312.4 
DIS The Walt Disney Company
-0.97%
-$2,855.2 
XSHQ Invesco S&P SmallCap Quality ETF
-0.94%
-$54,123.48 
IDMO Invesco S&P International Developed Momentum ETF
-0.94%
-$5,438.74 
SMH VanEck Semiconductor ETF
-0.93%
-$11,691.76 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.77%
-$34,421.1 
AAPL Apple Inc.
-0.72%
-$17,926.65 
BAI iShares A.I. Innovation and Tech Active ETF
-0.67%
-$8,212.14 
MU Micron Technology, Inc.
-0.65%
-$1,498.85 
VOOV Vanguard S&P 500 Value ETF
-0.63%
-$25,399.2 
VFQY Vanguard U.S. Quality Factor Fund
-0.58%
-$26,139.71 
VOX Vanguard Communication Services ETF
-0.57%
-$1,473.75 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.53%
-$6,755.97 
JPM JPMorgan Chase & Co.
-0.53%
-$1,111.59 
SPGP Invesco S&P 500 GARP ETF
-0.5%
-$14,536.94 
VB Vanguard Small-Cap ETF
-0.47%
-$49,398.12 
MTUM iShares MSCI USA Momentum Factor ETF
-0.41%
-$27,404.55 
VOT Vanguard Mid-Cap Growth ETF
-0.39%
-$4,953.78 
VONG Vanguard Russell 1000 Growth Fund
-0.38%
-$6,776.5 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$127,258.11 
ECL Ecolab Inc.
-0.36%
-$972.84 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.32%
-$870.97 
WELL Welltower Inc.
-0.3%
-$29,859.9 
ESGV Vanguard ESG U.S. Stock ETF
-0.28%
-$4,788.03 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.28%
-$2,087.28 
IVE ISHARES S&P 500 VALUE ETF
-0.28%
-$1,122.67 
IWF iShares Russell 1000 Growth ETF
-0.28%
-$952.35 
GTO Invesco Total Return Bond ETF
-0.28%
-$24,010.12 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.27%
-$717.8 
HYDB iShares High Yield Systematic Bond ETF
-0.26%
-$14,065.92 
VUG Vanguard Growth ETF
-0.26%
-$1,791.4 
IJH iShares Core S&P Mid-Cap ETF
-0.24%
-$39,657.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.24%
-$515.84 
PWR Quanta Services Inc.
-0.24%
-$523.9 
VOO Vanguard S&P 500 ETF
-0.2%
-$2,761.71 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$4,345.55 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$1,171.28 
IVV iShares Core S&P 500 ETF
-0.18%
-$76,091.73 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.18%
-$11,546.62 
DGRO iShares Core Dividend Growth ETF
-0.17%
-$4,477.01 
BINC iShares Flexible Income Active ETF
-0.16%
-$4,466.24 
NVDA NVIDIA Corporation
-0.14%
-$5,140.42 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.13%
-$509.07 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$267.62 
THRO iShares U.S. Thematic Rotation Active ETF
-0.1%
-$227.79 
PG Procter & Gamble Co
-0.1%
-$203.87 
IBHG iShares iBonds 2027 High Yield Income
-0.09%
-$286.92 
JEPI JPMorgan Equity Premium Income Fund
-0.08%
-$308.75 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.06%
-$364.32 
TJX The TJX Companies, Inc.
-0.03%
-$50 
IBTI iShares iBonds Dec 2028 Term ETF
-0.02%
-$90.39 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
-0.02%
-$143.83 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$110.53 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.01%
-$272.74 
MKL Markel Group Inc.
-0.01%
-$12.78 Events
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Dividends
Dividend Analysis
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| Trades 616 | Longs Won 502/616 81% | Profit Factor 36.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $205,701.96 | Best Trade (Aug 17) $18.6M | Sharpe Ratio -11.57 |
| Average Loss -$24,568 | Worst Trade (Jun 30) -$832,623.61 | Z-Score 22.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 1d | Expectancy $163,087.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 12,048 | 10,843 | 9,639 | 8,434 | 7,229 | 6,024 | 4,819 | 3,614 | 2,410 | 1,205 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,317 | $1.3M | $2.47M | - | $1.17M | 90.35% | -0.721% |
| AKRE Akre Focus ETF | 34,934 | $2.29M | $1.92M | - | -$367,820.17 | -16.07% | +0.166% |
| AMD Advanced Micro Devices, Inc. | 540 | $313,691 | $333,390.6 | - | $19,699.6 | 6.28% | -1.023% |
| AMZN Amazon.com Inc | 2,968 | $498,242.98 | $747,134.64 | - | $248,891.66 | 49.95% | -1.275% |
| AVGO Broadcom Inc. | 1,278 | $400,262.91 | $459,044.82 | - | $58,781.91 | 14.69% | -1.468% |
| BAI iShares A.I. Innovation and Tech Active ETF | 25,679 | $1.12M | $1.21M | - | $92,665.15 | 8.26% | -0.671% |
| BINC iShares Flexible Income Active ETF | 55,828 | $2.91M | $2.87M | - | -$45,539.25 | -1.56% | -0.156% |
| BN Brookfield Corporation | 8,662 | $350,551 | $323,872.18 | - | -$26,678.82 | -7.61% | -1.215% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 8,349 | $755,792.38 | $741,391.2 | - | -$14,401.18 | -1.91% | -0.281% |
| BRK-B Berkshire Hathaway Inc. | 41,158 | $13.44M | $20.88M | - | $7.44M | 55.35% | +0.745% |
| DGRO iShares Core Dividend Growth ETF | 33,163 | $2.19M | $2.55M | - | $356,996.18 | 16.3% | -0.175% |
| DIS The Walt Disney Company | 2,841 | $314,217.48 | $292,097.41 | - | -$22,120.07 | -7.04% | -0.968% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 92,373 | $5.09M | $6.47M | - | $1.38M | 27.1% | -0.178% |
| ECL Ecolab Inc. | 968 | $192,535.73 | $266,408.12 | - | $73,872.39 | 38.37% | -0.364% |
| EFA iShares MSCI EAFE ETF | 7,144 | $691,491.88 | $752,799 | - | $61,307.12 | 8.87% | -1.056% |
| EFG iShares MSCI EAFE Growth ETF | 11,927 | $1.29M | $1.45M | - | $157,000.67 | 12.19% | -0.981% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 5,804 | $393,855.07 | $606,750.16 | - | $212,895.09 | 54.05% | -1.154% |
| ESGV Vanguard ESG U.S. Stock ETF | 12,277 | $823,146.09 | $1.68M | - | $861,012.77 | 104.6% | -0.283% |
| FNDF Schwab Fundamental International Large Company Index ETF | 415,135 | $14.3M | $22.77M | - | $8.47M | 59.26% | -1.011% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 39,741 | $945,544.23 | $1.27M | - | $327,360 | 34.62% | -0.528% |
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FAQ
Which stocks have generated the highest profits for Michaela Herlihy?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $3.81M, Berkshire Hathaway Inc - $2.1M, Invesco QQQ Trust, Series 1 - $2.04M, Schwab Fundamental International Large Company Index ETF - $1.92M, and Invesco Total Return Bond ETF - $1.84M. 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: Akre Focus ETF - $1.23M, Palantir Technologies Inc - $60,196.89, iShares Gold Trust - $30,384.98, Nuveen ESG U.S. Aggregate Bond ETF - $849.51, and Ecolab Inc - $130.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michaela Herlihy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.6M earned over time. The largest contributors to dividend income include Invesco Total Return Bond ETF - $1.8M, Schwab Fundamental International Large Company Index ETF - $1.49M, iShares Core S&P 500 ETF - $1.44M, iShares Core S&P Mid-Cap ETF - $535,554.95, and Schwab U.S. Dividend Equity ETF - $404,803.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michaela Herlihy's monthly returns?
Michaela Herlihy's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michaela Herlihy's strategy be considered aggressive or moderate?
Michaela Herlihy'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 Michaela Herlihy's strategy?
Michaela Herlihy'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.
