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:
19.63%
Gain -0.48%
Monthly
0.84%
Yearly
10.52%
Drawdown
11.7%
$163.39M
Equity
Holdings
$163.39M
Investment
$149.38M
$21.12M
Profit -$655,407.75
Realized
$7.11M
Unrealized
$14.01M
Dividends
$5.33M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$655,407.75
Win %
61%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$1.11M
Win %
61%
This Month
Compared to last month
Gain
0.31%
Profit
$502,713.74
Win %
61%
This Year
Compared to last year
Gain
-0.02%
Profit
$29,303.72
Win %
62%
AAPL Apple Inc.
+0.82%
+$3,948 
AMLP Alerian MLP ETF
+0.66%
+$2,767.94 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.58%
+$2,276.47 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$46,484.4 
IQLT iShares MSCI International Quality Factor ETF
+0.44%
+$8,865.12 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$8,319.96 
VOE Vanguard Mid-Cap Value ETF
+0.34%
+$2,054.1 
VTV Vanguard Value ETF
+0.29%
+$7,517.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$1,056.62 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$810.48 
TIP iShares TIPS Bond ETF
+0.17%
+$15,072.84 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$8,511.03 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
+0.08%
+$678.6 
YEAR AB Ultra Short Income ETF
+0.08%
+$778.48 
VGLT Vanguard Long-Term Treasury Fund
+0.08%
+$197.12 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.07%
+$176.28 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$9,651.28 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$325.64 
NVDA NVIDIA Corporation
+0.04%
+$97.28 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$625.33 
GOVT iShares U.S. Treasury Bond ETF
+0.02%
+$336.59 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$405.39 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$100.15 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 
SNDK SanDisk Corporation
-4.61%
-$12,228.4 
MSFT Microsoft Corp.
-2.13%
-$10,108.5 
IWP iShares Russell Mid-Cap Growth ETF
-2.1%
-$4,751.16 
VBK Vanguard Small-Cap Growth ETF
-1.99%
-$4,235.11 
ICVT iShares Convertible Bond ETF
-1.64%
-$312,197.6 
VOT Vanguard Mid-Cap Growth ETF
-1.49%
-$15,452.76 
GOOG Alphabet Inc
-1.48%
-$5,769.19 
MGK Vanguard Mega Cap Growth ETF
-1.47%
-$26,433 
ESGE iShares ESG Aware MSCI EM ETF
-1.39%
-$6,468.48 
VONG Vanguard Russell 1000 Growth Fund
-1.35%
-$5,714.19 
IBIT iShares Bitcoin Trust
-1.32%
-$25,218.69 
VUG Vanguard Growth ETF
-1.29%
-$22,749.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$43,107.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$28,889.96 
SCHA Schwab U.S. Small-Cap ETF
-0.95%
-$1,900.92 
VB Vanguard Small-Cap ETF
-0.93%
-$15,345.68 
AMZN Amazon.com Inc
-0.84%
-$2,726.19 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$44,730.51 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$12,452.94 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.69%
-$2,202.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$1,380.51 
DFAS Dimensional U.S. Small Cap ETF
-0.65%
-$54,512.88 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$4,000.03 
VOO Vanguard S&P 500 ETF
-0.6%
-$4,060.79 
QUAL iShares MSCI USA Quality Factor ETF
-0.5%
-$70,358.66 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$1,245.51 
VHT Vanguard Health Care ETF
-0.41%
-$1,236.82 
VO Vanguard Mid-Cap ETF
-0.36%
-$4,889.4 
IWS iShares Russell Mid-Cap Value ETF
-0.33%
-$1,061.71 
MOAT VanEck Morningstar Wide Moat Fund
-0.23%
-$5,697.5 
SPGP Invesco S&P 500 GARP ETF
-0.22%
-$4,911.3 
HIGH Simplify Enhanced Income ETF
-0.19%
-$1,620.96 
IAU iShares Gold Trust
-0.18%
-$7,754.31 
GLD SPDR Gold Shares
-0.17%
-$1,396.83 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.14%
-$314.8 
ILCV iShares Morningstar Value ETF
-0.14%
-$491.55 
BUCK Simplify Treasury Option Income ETF
-0.13%
-$793.8 
SYFI AB Short Duration High Yield ETF
-0.11%
-$1,015.64 
KORP American Century Diversified Corporate Bond ETF
-0.1%
-$1,797.66 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.04%
-$126.71 
MBB iShares MBS ETF
-0.03%
-$933.8 
CMF iShares California Muni Bond ETF
-0.03%
-$139.47 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$1,526.41 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$51.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$963.05 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.02%
-$422.04 Events
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Dividends
Dividend Analysis
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No Data
| Trades 548 | Longs Won 333/548 60% | Profit Factor 6.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,383.92 |
| Average Win $74,676.73 | Best Trade (Jun 30) $1.56M | Sharpe Ratio -95.24 |
| Average Loss -$17,411.49 | Worst Trade (Oct 15) -$347,868.44 | Z-Score 3.16 (99.84%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $38,547.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,400 | $360,348.36 | $482,748 | - | $122,399.64 | 33.97% | +0.825% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,015 | $1.01M | $955,631.3 | - | -$54,139.18 | -5.36% | +0.01% |
| AMLP Alerian MLP ETF | 8,141 | $386,159.67 | $425,367.25 | - | $39,207.58 | 10.15% | +0.655% |
| AMZN Amazon.com Inc | 1,268 | $293,486.5 | $320,309.48 | - | $26,822.98 | 9.14% | -0.844% |
| BND Vanguard Total Bond Market Index Fund | 25,013 | $1.85M | $1.77M | - | -$76,053.35 | -4.12% | +0.035% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 4,652 | $508,559.48 | $551,959.8 | - | $43,400.32 | 8.53% | +0.059% |
| BTC Grayscale Bitcoin Mini Trust ETF | 9,953 | $263,494.28 | $367,763 | - | $104,268.72 | 39.57% | 0.0 |
| BUCK Simplify Treasury Option Income ETF | 26,460 | $629,581.21 | $609,109.2 | - | -$20,472.01 | -3.25% | -0.13% |
| CMF iShares California Muni Bond ETF | 9,298 | $535,223.02 | $509,297.95 | - | -$25,925.07 | -4.84% | -0.027% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 42,204 | $1.93M | $2.32M | - | $390,834.67 | 20.22% | -0.018% |
| DFAS Dimensional U.S. Small Cap ETF | 106,888 | $7.48M | $8.32M | - | $840,865.92 | 11.24% | -0.651% |
| DGRO iShares Core Dividend Growth ETF | 116,211 | $7.67M | $9.18M | - | $1.51M | 19.66% | +0.509% |
| EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF | 4,405 | $255,445.95 | $319,318.45 | - | $63,872.5 | 25% | -0.685% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,177 | $296,782.66 | $394,747.38 | - | $97,964.72 | 33.01% | +0.58% |
| ESGE iShares ESG Aware MSCI EM ETF | 8,984 | $300,132.15 | $460,070.64 | - | $159,938.49 | 53.29% | -1.386% |
| GLD SPDR Gold Shares | 2,149 | $523,408.52 | $821,046.94 | - | $297,638.42 | 56.87% | -0.17% |
| GOOG Alphabet Inc | 1,129 | $207,918.82 | $383,634.2 | - | $175,715.38 | 84.51% | -1.482% |
| GOVT iShares U.S. Treasury Bond ETF | 67,318 | $1.55M | $1.48M | - | -$69,989.76 | -4.5% | +0.023% |
| HIGH Simplify Enhanced Income ETF | 40,524 | $946,856.15 | $848,572.56 | - | -$98,283.59 | -10.38% | -0.191% |
| HYLB Xtrackers USD High Yield Corporate Bond ETF | 6,296 | $232,352.25 | $221,052.56 | - | -$11,299.69 | -4.86% | -0.142% |
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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 - $2.09M, Xtrackers MSCI EAFE Hedged Equity ETF - $1.99M, iShares Convertible Bond ETF - $1.12M, ISHARES S&P 500 GROWTH ETF (3IS8) - $861,059.47, and iShares TIPS Bond ETF - $585,665.45. 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 - $127,992.41, SPDR Portfolio S&P 400 Mid Cap ETF - $112,381.81, Vanguard Small-Cap Growth ETF - $100,827.43, Vanguard Mid-Cap Value ETF - $65,094.55, 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 $5.33M earned over time. The largest contributors to dividend income include iShares TIPS Bond ETF - $582,915.7, Vanguard Short-Term Inflation-Protected Securities Index Fund - $432,127.77, Xtrackers MSCI EAFE Hedged Equity ETF - $343,213.43, iShares iBoxx $ Investment Grade Corporate Bond ETF - $320,340.04, and iShares Convertible Bond ETF - $304,205.75. 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.
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