Michael Grossman Portfolio
Invests via AdviceOne Advisory Services, LLC | Managed by Michael P. Grossman
Invests via AdviceOne Advisory Services, LLC
Managed by Michael P. Grossman
Automatically Tracked
Michael Grossman Profile
Seasoned healthcare investor and operator focused on growth-stage medtech and healthcare services, with experience across M&A, portfolio scaling and board roles. Michael Grossman brings operational leadership in scaling commercial teams and structuring strategic exits, often partnering with PE and strategic acquirers. Market-oriented profile valued for sector domain expertise and deal execution capability.
Seasoned healthcare investor and operator focused on growth-stage medtech and healthcare services, with experience across M&A, portfolio scaling and board roles. Michael Grossman brings operational leadership in scaling commercial teams and structuring strategic exits, often partnering with PE and strategic acquirers. Market-oriented profile valued for sector domain expertise and deal execution capability.
Investment Philosophy & Strategy
Focuses on growth-stage medtech and healthcare services, allocating capital to companies with validated clinical outcomes and scalable commercial models. Prefers active, operationally-focused investments where board involvement, commercial scaling and M&A optionality drive value. Uses staged capital, operational KPIs and partnership with PE or strategics to de-risk execution. Typical time horizon is 3–7 years, emphasizing disciplined due diligence and exit readiness.
Focuses on growth-stage medtech and healthcare services, allocating capital to companies with validated clinical outcomes and scalable commercial models. Prefers active, operationally-focused investments where board involvement, commercial scaling and M&A optionality drive value. Uses staged capital, operational KPIs and partnership with PE or strategics to de-risk execution. Typical time horizon is 3–7 years, emphasizing disciplined due diligence and exit readiness.
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:
35.2%
Gain +0.29%
Monthly
1.41%
Yearly
18.36%
Drawdown
16.92%
$170.77M
Equity
Holdings
$170.77M
Investment
$134.19M
$39.12M
Profit +$424,969.63
Realized
$2.54M
Unrealized
$36.58M
Dividends
$3.86M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.29%
Profit
$424,969.63
Win %
81%
This Week
Compared To Last Week
Gain
0.24%
Profit
$408,840.05
Win %
81%
This Month
Compared to last month
Gain
1.12%
Profit
$1.89M
Win %
81%
This Year
Compared to last year
Gain
-3.53%
Profit
-$6.24M
Win %
77%
LLY Eli Lilly and Company
+4.8%
+$24,202.68 
SWIM Latham Group, Inc.
+4.17%
+$46,037 
BNY BlackRock New York Municipal Income Trust
+2.88%
+$18,262.79 
WMT Walmart Inc.
+2.27%
+$7,517.65 
V Visa Inc. Class A
+2.07%
+$6,998.41 
MCK McKesson Corporation
+2.03%
+$8,828.8 
OTIS Otis Worldwide Corporation
+1.42%
+$137,442.06 
JNJ Johnson & Johnson
+1.31%
+$6,590.07 
ABBV AbbVie Inc.
+1.31%
+$5,472.24 
BA Boeing Company
+1.14%
+$1,992.9 
LHX L3Harris Technologies, Inc.
+0.9%
+$1,735.76 
MSFT Microsoft Corp.
+0.87%
+$10,986.08 
CARR Carrier Global Corporation
+0.87%
+$108,281.42 
NKSH National Bankshares Inc.
+0.74%
+$2,085.12 
MO Altria Group, Inc.
+0.72%
+$1,790.87 
GE General Electric Company
+0.64%
+$5,957.31 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.6%
+$1,328.25 
GOOGL Alphabet Inc
+0.58%
+$5,292.37 
GD General Dynamics Corporation
+0.54%
+$2,671.2 
GOOG Alphabet Inc
+0.52%
+$2,271.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$791.24 
RTX RTX Corporation
+0.19%
+$212,509.85 
HIG The Hartford Insurance Group, Inc.
+0.18%
+$827.04 
LECO Lincoln Electric Holdings, Inc.
+0.18%
+$4,319.88 
IVV iShares Core S&P 500 ETF
+0.09%
+$624.13 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.06%
+$147.36 
AAPL Apple Inc.
+0.06%
+$2,927.75 
FJUN FT Vest US Equity Buffer ETF - June
+0.04%
+$155.58 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$65.34 
AMD Advanced Micro Devices, Inc.
-3.72%
-$21,686.05 
GLW Corning Incorporated
-3.25%
-$4,868.54 
GEV GE Vernova Inc.
-2.46%
-$18,428.76 
CAT Caterpillar Inc.
-2.44%
-$4,750.19 
NVDA NVIDIA Corporation
-1.59%
-$40,732.67 
XOM Exxon Mobil Corporation
-1.33%
-$13,980.12 
TSLA Tesla, Inc.
-1.31%
-$87,811.36 
TSEM Tower Semiconductor Ltd.
-0.69%
-$2,901.2 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$1,220.94 
JPM JPMorgan Chase & Co.
-0.38%
-$1,635.84 
META Meta Platforms Inc Class A
-0.36%
-$2,286.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.28%
-$636.48 
COP ConocoPhillips
-0.14%
-$537.3 
SO The Southern Company
-0.12%
-$539 
AMZN Amazon.com Inc
-0.11%
-$625.58 
BAC Bank of America Corporation
-0.09%
-$314.5 Events
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Dividends
Dividend Analysis
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| Trades 204 | Longs Won 152/204 74% | Profit Factor 5.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.39M |
| Average Win $314,046.28 | Best Trade (Oct 15) $33.59M | Sharpe Ratio -12.62 |
| Average Loss -$165,645.47 | Worst Trade (Oct 14) -$3.43M | Z-Score 10.18 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $191,771.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.3% | 1.72% | 7.87% | 30.1% |
| Consecutive Losing Trades | 1,031 | 928 | 825 | 722 | 619 | 515 | 412 | 309 | 206 | 103 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,638 | $3.65M | $5.02M | - | $1.37M | 37.49% | +0.058% |
| ABBV AbbVie Inc. | 1,475 | $262,026 | $423,605.25 | - | $161,579.25 | 61.67% | +1.309% |
| AMD Advanced Micro Devices, Inc. | 1,021 | $218,657 | $561,121.18 | - | $342,464.18 | 156.62% | -3.721% |
| AMZN Amazon.com Inc | 2,195 | $480,827.48 | $557,080.02 | - | $76,252.54 | 15.86% | -0.112% |
| ASML ASML Holding N.V. New York Registry Shares | 297 | $295,693.26 | $490,115.34 | - | $194,422.08 | 65.75% | +0.013% |
| BA Boeing Company | 949 | $205,430 | $177,235.24 | - | -$28,194.76 | -13.72% | +1.137% |
| BAC Bank of America Corporation | 6,989 | $307,853.84 | $358,850.2 | - | $50,996.36 | 16.57% | -0.088% |
| BNY BlackRock New York Municipal Income Trust | 4,606 | $353,852.21 | $652,255.66 | - | $298,403.45 | 84.33% | +2.881% |
| BRK-B Berkshire Hathaway Inc. | 422 | $212,117.96 | $222,910.94 | - | $10,792.98 | 5.09% | +0.356% |
| CARR Carrier Global Corporation | 230,386 | $15.72M | $12.6M | - | -$3.11M | -19.81% | +0.867% |
| CAT Caterpillar Inc. | 260 | $276,446 | $189,984.6 | - | -$86,461.4 | -31.28% | -2.439% |
| COP ConocoPhillips | 2,621 | $261,500.65 | $372,535.83 | - | $111,035.18 | 42.46% | -0.144% |
| FJUN FT Vest US Equity Buffer ETF - June | 6,174 | $352,288 | $380,040.57 | - | $27,752.57 | 7.88% | +0.041% |
| GD General Dynamics Corporation | 1,484 | $433,811.54 | $499,306.64 | - | $65,495.1 | 15.1% | +0.538% |
| GE General Electric Company | 3,024 | $528,579.75 | $934,385.76 | - | $405,806.01 | 76.77% | +0.642% |
| GEV GE Vernova Inc. | 794 | $270,300.47 | $729,344.58 | - | $459,044.11 | 169.83% | -2.464% |
| GLW Corning Incorporated | 1,063 | $271,632 | $144,897.53 | - | -$126,734.47 | -46.66% | -3.251% |
| GOOG Alphabet Inc | 1,269 | $229,315.03 | $438,363.36 | - | $209,048.33 | 91.16% | +0.521% |
| GOOGL Alphabet Inc | 2,620 | $557,371.05 | $916,109.2 | - | $358,738.15 | 64.36% | +0.581% |
| HIG The Hartford Insurance Group, Inc. | 3,446 | $376,992.1 | $455,561.2 | - | $78,569.1 | 20.84% | +0.182% |
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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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FAQ
Which stocks have generated the highest profits for Michael Grossman?
The largest contributions to the portfolio's profits come from the following stocks: RTX Corporation - $5.87M, Otis Worldwide Corporation - $415,339.31, Carrier Global Corporation - $318,155.18, L3Harris Technologies, Inc - $162,535.31, and Lincoln Electric Holdings, Inc - $129,772.74. 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: Tesla, Inc - $670,205.05, Honeywell International Inc - $119,785, Comcast Corp - $59,013.68, Alphabet Inc - $31,166.85, and Netflix, Inc - $21,035. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Grossman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.86M earned over time. The largest contributors to dividend income include RTX Corporation - $2.74M, Otis Worldwide Corporation - $417,765.36, Carrier Global Corporation - $323,749.85, Lincoln Electric Holdings, Inc - $55,121.37, and Exxon Mobil Corporation - $41,657.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Grossman's monthly returns?
Michael Grossman'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 Michael Grossman's strategy be considered aggressive or moderate?
Michael Grossman's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Michael Grossman's strategy?
Michael Grossman'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.
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