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:
48.39%
Gain +0.47%
Monthly
1.99%
Yearly
26.69%
Drawdown
16.09%
$185.02M
Equity
Holdings
$185.02M
Investment
$134.19M
$53.37M
Profit +$734,822.86
Realized
$2.54M
Unrealized
$50.83M
Dividends
$3.31M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$734,822.86
Win %
82%
This Week
Compared To Last Week
Gain
-5.18%
Profit
-$10.1M
Win %
82%
This Month
Compared to last month
Gain
0.4%
Profit
$734,822.86
Win %
82%
This Year
Compared to last year
Gain
4.52%
Profit
$8M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$79,195.58 
GOOG Alphabet Inc
+6.88%
+$29,148.93 
GOOGL Alphabet Inc
+6.73%
+$58,871.4 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$104,124.01 
TSEM Tower Semiconductor Ltd.
+4.03%
+$17,020 
META Meta Platforms Inc Class A
+3.28%
+$15,027.99 
MSFT Microsoft Corp.
+3.02%
+$32,075.08 
NVDA NVIDIA Corporation
+2.93%
+$65,887.77 
GLW Corning Incorporated
+2.24%
+$3,220.89 
NKSH National Bankshares Inc.
+2.22%
+$5,734.08 
LHX L3Harris Technologies, Inc.
+1.9%
+$4,195.09 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$3,126.24 
GE General Electric Company
+1.42%
+$15,210.71 
COP ConocoPhillips
+1.22%
+$3,800.45 
GEV GE Vernova Inc.
+0.85%
+$6,598.14 
TSLA Tesla, Inc.
+0.76%
+$43,083.79 
CAT Caterpillar Inc.
+0.7%
+$1,474.2 
IVV iShares Core S&P 500 ETF
+0.69%
+$4,377.6 
CARR Carrier Global Corporation
+0.68%
+$96,762.12 
TSPA T. Rowe Price U.S. Equity Research ETF
+0.68%
+$1,571.84 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,358.64 
MO Altria Group, Inc.
+0.57%
+$1,317.81 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$1,636.11 
RTX RTX Corporation
+0.39%
+$510,023.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$784.92 
OTIS Otis Worldwide Corporation
+0.36%
+$36,464.22 
BAC Bank of America Corporation
+0.36%
+$1,537.58 
GD General Dynamics Corporation
+0.32%
+$1,810.48 
JPM JPMorgan Chase & Co.
+0.27%
+$1,201.32 
SO The Southern Company
+0.21%
+$980 
JNJ Johnson & Johnson
+0.21%
+$1,048.87 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,151.49 
WMT Walmart Inc.
+0.09%
+$285.31 
AAPL Apple Inc.
-7.35%
-$358,923.76 
ABBV AbbVie Inc.
-2.51%
-$9,543.25 
BA Boeing Company
-2.15%
-$4,517.23 
AMD Advanced Micro Devices, Inc.
-1.9%
-$9,434.06 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$6,664.66 
MCK McKesson Corporation
-1.08%
-$4,147.4 
XOM Exxon Mobil Corporation
-0.97%
-$9,101.97 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$3,928.45 
LLY Eli Lilly and Company
-0.53%
-$2,556.21 
SWIM Latham Group, Inc.
-0.37%
-$3,682.96 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$354.2 
V Visa Inc. Class A
-0.04%
-$120.95 Events
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Dividends
Dividend Analysis
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| Trades 204 | Longs Won 153/204 75% | Profit Factor 8.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.13M |
| Average Win $398,339.46 | Best Trade (Aug 19) $51.86M | Sharpe Ratio -10.17 |
| Average Loss -$148,565.18 | Worst Trade (Aug 19) -$3.1M | Z-Score 11.62 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 5d | Expectancy $261,613.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.11% | 0.67% | 3.03% | 11.22% | 35.59% |
| Consecutive Losing Trades | 1,245 | 1,121 | 996 | 872 | 747 | 623 | 498 | 374 | 249 | 125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,638 | $3.65M | $4.52M | - | $868,380.16 | 23.77% | -7.354% |
| ABBV AbbVie Inc. | 1,475 | $262,026 | $370,136.5 | - | $108,110.5 | 41.26% | -2.513% |
| AMD Advanced Micro Devices, Inc. | 1,021 | $218,657 | $486,149.14 | - | $267,492.14 | 122.33% | -1.904% |
| AMZN Amazon.com Inc | 2,195 | $480,827.48 | $596,118.08 | - | $115,290.6 | 23.98% | +15.321% |
| ASML ASML Holding N.V. New York Registry Shares | 297 | $295,693.26 | $483,813 | - | $188,119.74 | 63.62% | -1.359% |
| BA Boeing Company | 949 | $205,430 | $205,116.86 | - | -$313.14 | -0.15% | -2.155% |
| BAC Bank of America Corporation | 6,989 | $307,853.84 | $432,968.55 | - | $125,114.71 | 40.64% | +0.356% |
| BNY BlackRock New York Municipal Income Trust | 4,606 | $353,852.21 | $720,055.98 | - | $366,203.77 | 103.49% | +0.16% |
| BRK-B Berkshire Hathaway Inc. | 422 | $212,117.96 | $215,869.88 | - | $3,751.92 | 1.77% | +0.365% |
| CARR Carrier Global Corporation | 230,386 | $15.72M | $14.24M | - | -$1.48M | -9.4% | +0.684% |
| CAT Caterpillar Inc. | 260 | $276,446 | $211,850.6 | - | -$64,595.4 | -23.37% | +0.701% |
| COP ConocoPhillips | 2,621 | $261,500.65 | $315,778.08 | - | $54,277.43 | 20.76% | +1.218% |
| FJUN FT Vest US Equity Buffer ETF - June | 6,174 | $352,288 | $370,995.66 | - | $18,707.66 | 5.31% | +0.443% |
| GD General Dynamics Corporation | 1,484 | $433,811.54 | $568,995.29 | - | $135,183.75 | 31.16% | +0.319% |
| GE General Electric Company | 3,024 | $528,579.75 | $1.09M | - | $560,271.95 | 106% | +1.417% |
| GEV GE Vernova Inc. | 794 | $270,300.47 | $786,290.24 | - | $515,989.77 | 190.89% | +0.846% |
| GLW Corning Incorporated | 1,063 | $271,632 | $146,959.75 | - | -$124,672.25 | -45.9% | +2.241% |
| GOOG Alphabet Inc | 1,269 | $229,315.03 | $452,588.84 | - | $223,273.81 | 97.37% | +6.884% |
| GOOGL Alphabet Inc | 2,620 | $557,371.05 | $933,060.6 | - | $375,689.55 | 67.4% | +6.734% |
| HIG The Hartford Insurance Group, Inc. | 3,446 | $376,992.1 | $489,021.86 | - | $112,029.76 | 29.72% | -0.797% |
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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 - $5.43M, Otis Worldwide Corporation - $353,630.63, Carrier Global Corporation - $318,155.18, L3Harris Technologies, Inc - $161,519.06, and Lincoln Electric Holdings, Inc - $122,355.43. 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 - $31,446.03, and Altria Group, Inc - $22,173.66. 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 $3.31M earned over time. The largest contributors to dividend income include RTX Corporation - $2.3M, Otis Worldwide Corporation - $356,056.68, Carrier Global Corporation - $323,749.85, Lincoln Electric Holdings, Inc - $47,704.06, and Exxon Mobil Corporation - $35,530.26. 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.
