BM
Boulos Michael Portfolio
Invests via TME Financial Inc. | Managed by Boulos Michael
Invests via TME Financial Inc.
Managed by Boulos Michael
Automatically Tracked
Seasoned corporate executive and investor with cross-border M&A and operational leadership in industrials and consumer sectors, focused on value creation through restructuring and strategic growth. Boulos Michael brings experience on executive teams and boards, sourcing and executing control and growth equity investments, liaising with LPs and strategic partners, and driving margin improvement and portfolio company transformation.
Seasoned corporate executive and investor with cross-border M&A and operational leadership in industrials and consumer sectors, focused on value creation through restructuring and strategic growth. Boulos Michael brings experience on executive teams and boards, sourcing and executing control and growth equity investments, liaising with LPs and strategic partners, and driving margin improvement and portfolio company transformation.
Investment Philosophy & Strategy
Operates with a hands-on value-oriented investing approach, targeting control and growth-equity opportunities in industrials and consumer sectors. Prefers operationally complex situations where restructuring, margin improvement, and strategic growth can unlock value. Investment horizon medium-to-long, focused on active governance, operational KPIs and board-level interventions. Capital allocation emphasizes concentrated, control-oriented stakes combined with partnership with LPs and strategic co-investors. Risk discipline: rigorous due diligence, scenario-driven underwriting and clear exit path tied to operational milestones.
Operates with a hands-on value-oriented investing approach, targeting control and growth-equity opportunities in industrials and consumer sectors. Prefers operationally complex situations where restructuring, margin improvement, and strategic growth can unlock value. Investment horizon medium-to-long, focused on active governance, operational KPIs and board-level interventions. Capital allocation emphasizes concentrated, control-oriented stakes combined with partnership with LPs and strategic co-investors. Risk discipline: rigorous due diligence, scenario-driven underwriting and clear exit path tied to operational milestones.
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:
23.8%
Gain -0.1%
Monthly
1.08%
Yearly
13.75%
Drawdown
11.7%
$163.38M
Equity
Holdings
$163.38M
Investment
$144.5M
$25.59M
Profit -$155,412.43
Realized
$6.7M
Unrealized
$18.88M
Dividends
$4.82M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$155,412.43
Win %
61%
This Week
Compared To Last Week
Gain
0.09%
Profit
$150,172.93
Win %
61%
This Month
Compared to last month
Gain
1.84%
Profit
$2.95M
Win %
61%
This Year
Compared to last year
Gain
0.5%
Profit
$872,093.63
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$44,161.91 
GOOG Alphabet Inc
+6.88%
+$24,876.51 
MSFT Microsoft Corp.
+3.02%
+$10,691.69 
NVDA NVIDIA Corporation
+2.93%
+$5,835.63 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$50,016 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$18,842.3 
VUG Vanguard Growth ETF
+1.1%
+$16,091.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$32,707.36 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$4,230.01 
AMLP Alerian MLP ETF
+0.89%
+$3,733.8 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,338.05 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,544.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,067 
HIGH Simplify Enhanced Income ETF
+0.3%
+$2,603.25 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,011.84 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$495.29 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$7,067.82 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,308.94 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$22,327.36 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$326.76 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$175.96 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
SYFI AB Short Duration High Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$33,003.92 
IBIT iShares Bitcoin Trust
-2.89%
-$43,964.56 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$7,772.78 
GLD SPDR Gold Shares
-1.49%
-$12,105.46 
IAU iShares Gold Trust
-1.46%
-$57,358.8 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$4,260.54 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$16,265.11 
VHT Vanguard Health Care ETF
-0.76%
-$2,098.97 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,432.59 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,589.83 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$20,778.45 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$1,617.32 
MBB iShares MBS ETF
-0.4%
-$13,192.72 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$801.71 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$1,192.32 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$723.37 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$992.18 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$24,548.26 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$551.09 
VTV Vanguard Value ETF
-0.27%
-$6,704.65 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$3,948 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$4,516.3 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$14,534.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,663.25 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,421.73 
VB Vanguard Small-Cap ETF
-0.22%
-$3,592.27 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$14,232.96 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$363.24 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$14,522.44 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$22,730.27 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$7,883.68 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$4,439.28 
ICVT iShares Convertible Bond ETF
-0.13%
-$24,859.2 
KORP American Century Diversified Corporate Bond ETF
-0.13%
-$2,212.56 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$369.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$725.2 
TIP iShares TIPS Bond ETF
-0.1%
-$8,889.54 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$254.2 
CMF iShares California Muni Bond ETF
-0.05%
-$243.18 
VO Vanguard Mid-Cap ETF
-0.05%
-$641.88 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$327.32 
YEAR AB Ultra Short Income ETF
-0.04%
-$358.89 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$69.78 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$232.78 Events
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Dividends
Dividend Analysis
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| Trades 482 | Longs Won 295/482 61% | Profit Factor 11.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $174,060.73 |
| Average Win $95,102.89 | Best Trade (Jun 30) $1.56M | Sharpe Ratio -87.27 |
| Average Loss -$13,111.07 | Worst Trade (Aug 13) -$208,942.32 | Z-Score 2.94 (99.67%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $53,082.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,346 | $342,371.33 | $415,792.86 | - | $73,421.53 | 21.44% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,653 | $1.07M | $1.04M | - | -$37,096.98 | -3.45% | -0.256% |
| AMLP Alerian MLP ETF | 7,620 | $359,136.15 | $421,538.4 | - | $62,402.25 | 17.38% | +0.894% |
| AMZN Amazon.com Inc | 1,224 | $282,523.91 | $332,413.91 | - | $49,890 | 17.66% | +15.321% |
| BND Vanguard Total Bond Market Index Fund | 23,770 | $1.76M | $1.72M | - | -$43,744.65 | -2.48% | -0.262% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 4,668 | $510,302.22 | $549,423.6 | - | $39,121.38 | 7.67% | +0.06% |
| BTC Grayscale Bitcoin Mini Trust ETF | 9,479 | $245,980 | $263,610.99 | - | $17,630.99 | 7.17% | -2.864% |
| BUCK Simplify Treasury Option Income ETF | 32,732 | $784,373.01 | $763,964.88 | - | -$20,408.13 | -2.6% | -0.043% |
| CMF iShares California Muni Bond ETF | 8,106 | $470,710.79 | $458,232.18 | - | -$12,478.61 | -2.65% | -0.053% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 59,367 | $2.68M | $3.26M | - | $578,418.54 | 21.55% | -0.633% |
| DFAS Dimensional U.S. Small Cap ETF | 103,731 | $7.24M | $8.41M | - | $1.17M | 16.16% | -0.172% |
| DGRO iShares Core Dividend Growth ETF | 111,584 | $7.32M | $8.7M | - | $1.38M | 18.87% | -0.281% |
| EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF | 4,416 | $256,083.84 | $315,302.4 | - | $59,218.56 | 23.12% | -0.377% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,177 | $296,782.66 | $388,210.38 | - | $91,427.72 | 30.81% | -1.086% |
| ESGE iShares ESG Aware MSCI EM ETF | 9,000 | $300,666.39 | $463,680 | - | $163,013.61 | 54.22% | +0.921% |
| GLD SPDR Gold Shares | 2,154 | $524,623.82 | $800,297.18 | - | $275,673.36 | 52.55% | -1.49% |
| GOOG Alphabet Inc | 1,083 | $192,245.86 | $386,251.94 | - | $194,006.08 | 100.92% | +6.884% |
| GOVT iShares U.S. Treasury Bond ETF | 65,800 | $1.52M | $1.48M | - | -$44,279.56 | -2.91% | -0.267% |
| HIGH Simplify Enhanced Income ETF | 40,050 | $936,831.15 | $855,267.75 | - | -$81,563.4 | -8.71% | +0.305% |
| HYLB Xtrackers USD High Yield Corporate Bond ETF | 6,258 | $231,013.98 | $227,102.82 | - | -$3,911.16 | -1.69% | 0.0 |
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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 Boulos Michael?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE Emerging Markets ETF - $1.9M, Xtrackers MSCI EAFE Hedged Equity ETF - $1.8M, iShares Convertible Bond ETF - $1.1M, ISHARES S&P 500 GROWTH ETF (3IS8) - $857,716.99, and iShares TIPS Bond ETF - $585,634.74. 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: Schwab U.S. Small-Cap ETF - $128,492.76, SPDR Portfolio S&P 400 Mid Cap ETF - $112,381.81, Vanguard Small-Cap Growth ETF - $101,009.53, Vanguard Mid-Cap Value ETF - $68,154.3, and iShares Broad USD High Yield Corporate Bond ETF - $20,667.74. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Boulos Michael's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.82M earned over time. The largest contributors to dividend income include iShares TIPS Bond ETF - $582,884.99, Xtrackers MSCI EAFE Hedged Equity ETF - $343,213.43, Vanguard Short-Term Inflation-Protected Securities Index Fund - $309,961.68, iShares iBoxx $ Investment Grade Corporate Bond ETF - $298,500.27, and iShares Convertible Bond ETF - $281,921.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Boulos Michael's monthly returns?
Boulos Michael's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Boulos Michael's strategy be considered aggressive or moderate?
Boulos Michael'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 Boulos Michael's strategy?
Boulos Michael'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.
