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:
2.45%
Gain
Monthly
0.13%
Yearly
1.58%
Drawdown
33.05%
$178.33M
Equity
Holdings
$178.33M
Investment
$134.19M
$46.9M
Profit -$1.52M
Realized
$2.76M
Unrealized
$44.14M
Dividends
$3.31M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.52M
Win %
82%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$1.77M
Win %
82%
This Month
Compared to last month
Gain
0.75%
Profit
$1.32M
Win %
82%
This Year
Compared to last year
Gain
0.74%
Profit
$1.31M
Win %
78%
MCK McKesson Corporation
+4.9%
+$17,348.85 
SWIM Latham Group, Inc.
+4.51%
+$48,799.22 
OTIS Otis Worldwide Corporation
+3.17%
+$321,165.63 
ABBV AbbVie Inc.
+3.09%
+$11,121.5 
NKSH National Bankshares Inc.
+2.67%
+$6,385.68 
MO Altria Group, Inc.
+2.36%
+$5,614.21 
WMT Walmart Inc.
+2.17%
+$6,975.59 
LECO Lincoln Electric Holdings, Inc.
+1.96%
+$46,569.44 
V Visa Inc. Class A
+1.83%
+$5,616 
MSFT Microsoft Corp.
+1.59%
+$14,860.07 
LLY Eli Lilly and Company
+1.25%
+$6,042.33 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$2,466.59 
HIG The Hartford Insurance Group, Inc.
+1.08%
+$5,013.93 
XOM Exxon Mobil Corporation
+1.04%
+$8,923.5 
JNJ Johnson & Johnson
+0.97%
+$4,749.6 
AAPL Apple Inc.
+0.9%
+$42,889.34 
SO The Southern Company
+0.89%
+$4,140.5 
COP ConocoPhillips
+0.76%
+$2,227.85 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$1,416.8 
CARR Carrier Global Corporation
+0.6%
+$95,610.19 
AMZN Amazon.com Inc
+0.34%
+$1,887.7 
GOOG Alphabet Inc
+0.12%
+$583.75 
GOOGL Alphabet Inc
+0.11%
+$1,074.17 
GD General Dynamics Corporation
+0.07%
+$393.25 
GLW Corning Incorporated
-10.41%
-$19,304.08 
GE General Electric Company
-5.61%
-$61,115.04 
AMD Advanced Micro Devices, Inc.
-5.53%
-$29,884.67 
CAT Caterpillar Inc.
-3.78%
-$8,985.6 
TSEM Tower Semiconductor Ltd.
-3.35%
-$16,820 
GEV GE Vernova Inc.
-3.13%
-$26,217.88 
NVDA NVIDIA Corporation
-2.52%
-$61,733.65 
META Meta Platforms Inc Class A
-1.87%
-$10,846 
BNY BlackRock New York Municipal Income Trust
-1.57%
-$11,745.3 
TSLA Tesla, Inc.
-1.57%
-$112,822.08 
RTX RTX Corporation
-1.52%
-$1.8M 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$3,018.69 
LHX L3Harris Technologies, Inc.
-1.25%
-$2,922.73 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.17%
-$2,630.16 
BA Boeing Company
-0.86%
-$1,774.63 
ASML ASML Holding N.V. New York Registry Shares
-0.57%
-$3,100.68 
JPM JPMorgan Chase & Co.
-0.51%
-$2,262.05 
IVV iShares Core S&P 500 ETF
-0.38%
-$2,449.56 
TSPA T. Rowe Price U.S. Equity Research ETF
-0.36%
-$835.04 
FJUN FT Vest US Equity Buffer ETF - June
-0.13%
-$493.92 
BAC Bank of America Corporation
-0.01%
-$34.95 Events
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Dividends
Dividend Analysis
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| Trades 204 | Longs Won 153/204 75% | Profit Factor 12.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.57M |
| Average Win $333,700.42 | Best Trade (Jul 14) $38.11M | Sharpe Ratio -12.61 |
| Average Loss -$81,435.81 | Worst Trade (Jul 10) -$2.86M | Z-Score 10.87 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $229,916.36 |
| 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% | 0.02% | 0.19% | 1.25% | 6.44% | 27.4% |
| Consecutive Losing Trades | 2,188 | 1,969 | 1,751 | 1,532 | 1,313 | 1,094 | 875 | 656 | 438 | 219 |
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Returns
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Option values are updated at end of day.
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