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:
74.6%
Gain -0.1%
Monthly
1.7%
Yearly
22.47%
Drawdown
18.54%
$293.76M
Equity
Holdings
$293.76M
Investment
$205.18M
$99.57M
Profit -$170,345.5
Realized
$8.38M
Unrealized
$91.2M
Dividends
$9.33M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$170,345.5
Win %
80%
This Week
Compared To Last Week
Gain
2.12%
Profit
$6.09M
Win %
80%
This Month
Compared to last month
Gain
2.12%
Profit
$6.09M
Win %
80%
This Year
Compared to last year
Gain
-0.34%
Profit
-$944,905.83
Win %
79%
DIS The Walt Disney Company
+2.87%
+$8,295.72 
AMD Advanced Micro Devices, Inc.
+2.21%
+$5,740.21 
AVGO Broadcom Inc.
+1.54%
+$8,230.32 
TJX The TJX Companies, Inc.
+1.34%
+$3,058.06 
AAPL Apple Inc.
+0.45%
+$10,316.9 
GOOG Alphabet Inc
+0.43%
+$2,642.75 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.31%
+$2,718.38 
SMH VanEck Semiconductor ETF
+0.31%
+$3,648.5 
IBHG iShares iBonds 2027 High Yield Income
+0.3%
+$932.48 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.26%
+$1,725.96 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.25%
+$1,949.64 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.25%
+$2,105 
IBTH iShares iBonds Dec 2027 Term
+0.22%
+$1,105.3 
WELL Welltower Inc.
+0.22%
+$22,181.64 
VFQY Vanguard U.S. Quality Factor Fund
+0.21%
+$9,501.15 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.16%
+$971.52 
JEPI JPMorgan Equity Premium Income Fund
+0.14%
+$548.88 
IBTI iShares iBonds Dec 2028 Term ETF
+0.14%
+$542.27 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$12,007.64 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.04%
+$169.71 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BN Brookfield Corporation
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
EFA iShares MSCI EAFE ETF
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
$0 
PWR Quanta Services Inc.
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SOXX iShares Semiconductor ETF
0%
$0 
SPGP Invesco S&P 500 GARP ETF
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
-4.5%
-$15,155.97 
MTUM iShares MSCI USA Momentum Factor ETF
-3.35%
-$220,725.37 
ESGV Vanguard ESG U.S. Stock ETF
-3.1%
-$51,931.66 
THRO iShares U.S. Thematic Rotation Active ETF
-3.09%
-$6,884.32 
XSHQ Invesco S&P SmallCap Quality ETF
-3.06%
-$190,214.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-2.98%
-$191,212.11 
MU Micron Technology, Inc.
-2.6%
-$4,918.4 
VOX Vanguard Communication Services ETF
-2.52%
-$6,157 
IDMO Invesco S&P International Developed Momentum ETF
-2.51%
-$14,503.32 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$5,193.46 
IXUS iShares Core International Stock ETF
-2.21%
-$97,224.48 
VIG Vanguard Dividend Appreciation ETF
-2.13%
-$13,869.02 
ISRG Intuitive Surgical, Inc.
-1.85%
-$25,423.71 
AKRE Akre Focus ETF
-1.79%
-$36,680.7 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.69%
-$10,447.2 
VOOV Vanguard S&P 500 Value ETF
-1.5%
-$60,779.72 
IBM International Business Machines Corporation
-1.35%
-$2,474.04 
GOOGL Alphabet Inc
-1.29%
-$4,796.99 
JNJ Johnson & Johnson
-1.03%
-$12,252.01 
VRT Vertiv Holdings Co
-1%
-$9,262.88 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$2,440.98 
JPM JPMorgan Chase & Co.
-0.82%
-$1,825.73 
ECL Ecolab Inc.
-0.82%
-$2,255.43 
VOT Vanguard Mid-Cap Growth ETF
-0.77%
-$9,928.77 
GTO Invesco Total Return Bond ETF
-0.71%
-$63,386.92 
TSLA Tesla, Inc.
-0.63%
-$36,107.32 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.45%
-$20,466.6 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.42%
-$3,172.62 
VB Vanguard Small-Cap ETF
-0.37%
-$40,091.05 
MKL Markel Group Inc.
-0.36%
-$951.4 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$55,079.25 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.25%
-$588.77 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.22%
-$917.13 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$2,384.46 
IVV iShares Core S&P 500 ETF
-0.16%
-$65,449 
DGRO iShares Core Dividend Growth ETF
-0.15%
-$3,979.56 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.14%
-$391.53 
AMZN Amazon.com Inc
-0.14%
-$1,157.49 
NVDA NVIDIA Corporation
-0.1%
-$3,813.86 
EFG iShares MSCI EAFE Growth ETF
-0.1%
-$1,490.87 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.08%
-$2,727.35 
VUG Vanguard Growth ETF
-0.08%
-$533.61 
HYDB iShares High Yield Systematic Bond ETF
-0.02%
-$1,172.16 
NLR VanEck Uranium and Nuclear ETF
-0.01%
-$29.08 Events
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Dividends
Dividend Analysis
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| Trades 616 | Longs Won 509/616 82% | Profit Factor 38.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $200,804.93 | Best Trade (Aug 07) $18.23M | Sharpe Ratio -9.08 |
| Average Loss -$24,627.26 | Worst Trade (Jun 30) -$832,623.61 | Z-Score 25.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 5d | Expectancy $161,647.07 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $1.8M. 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 $9.33M earned over time. The largest contributors to dividend income include Invesco Total Return Bond ETF - $1.76M, Schwab Fundamental International Large Company Index ETF - $1.49M, iShares Core S&P 500 ETF - $1.44M, iShares Core S&P Mid-Cap ETF - $485,794.15, 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.
