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:
2.15%
Gain
Monthly
0.11%
Yearly
1.39%
Drawdown
16.76%
$155.01M
Equity
Holdings
$155.01M
Investment
$134.95M
$22.33M
Profit -$734,160.03
Realized
$2.27M
Unrealized
$20.06M
Dividends
$4.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$734,160.03
Win %
69%
This Week
Compared To Last Week
Gain
-1.63%
Profit
-$2.57M
Win %
69%
This Month
Compared to last month
Gain
-1.35%
Profit
-$2.12M
Win %
69%
This Year
Compared to last year
Gain
7.41%
Profit
$10.7M
Win %
68%
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.83%
+$3,089.25 
IAU iShares Gold Trust
+0.69%
+$22,361.04 
GLD SPDR Gold Shares
+0.69%
+$6,178.24 
VGLT Vanguard Long-Term Treasury Fund
+0.49%
+$1,440.54 
VHT Vanguard Health Care ETF
+0.48%
+$1,362.17 
AMLP Alerian MLP ETF
+0.38%
+$1,635.29 
TIP iShares TIPS Bond ETF
+0.27%
+$21,950.97 
VTV Vanguard Value ETF
+0.24%
+$7,176.2 
VOE Vanguard Mid-Cap Value ETF
+0.22%
+$1,251.73 
GOVT iShares U.S. Treasury Bond ETF
+0.22%
+$3,046.43 
MBB iShares MBS ETF
+0.21%
+$6,892.86 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.2%
+$406.56 
AGG iShares Core U.S. Aggregate Bond ETF
+0.2%
+$1,941.22 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.19%
+$10,222.74 
BND Vanguard Total Bond Market Index Fund
+0.17%
+$2,437.25 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$3,456.05 
AAPL Apple Inc.
+0.15%
+$664.01 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$7,629 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$2,549.79 
DGRO iShares Core Dividend Growth ETF
+0.12%
+$7,849.8 
KORP American Century Diversified Corporate Bond ETF
+0.08%
+$1,084.01 
YEAR AB Ultra Short Income ETF
+0.07%
+$664.84 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$50.99 
MSFT Microsoft Corp.
-2.73%
-$8,503.53 
GOOG Alphabet Inc
-2.32%
-$14,702.6 
IBIT iShares Bitcoin Trust
-2.16%
-$30,358.36 
VWO Vanguard FTSE Emerging Markets ETF
-2.09%
-$194,458.08 
MGK Vanguard Mega Cap Growth ETF
-1.89%
-$31,101.89 
ESGE iShares ESG Aware MSCI EM ETF
-1.75%
-$8,469.9 
VUG Vanguard Growth ETF
-1.75%
-$33,369.39 
VONG Vanguard Russell 1000 Growth Fund
-1.67%
-$7,325.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.57%
-$92,503.15 
QUAL iShares MSCI USA Quality Factor ETF
-1.26%
-$63,863.85 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.05%
-$3,781.5 
VOO Vanguard S&P 500 ETF
-0.87%
-$5,498.82 
SPY SPDR S&P 500 ETF Trust
-0.86%
-$3,276.6 
VOT Vanguard Mid-Cap Growth ETF
-0.84%
-$27,780.09 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.81%
-$3,787.2 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$1,974.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.76%
-$3,789.94 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$2,604.42 
MOAT VanEck Morningstar Wide Moat Fund
-0.7%
-$51,907 
DFAS Dimensional U.S. Small Cap ETF
-0.66%
-$34,194.96 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.65%
-$22,542.92 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.61%
-$60,105.6 
VB Vanguard Small-Cap ETF
-0.6%
-$8,567.92 
SPGP Invesco S&P 500 GARP ETF
-0.59%
-$14,731.4 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$3,756.37 
JHMM John Hancock Multifactor Mid Cap ETF
-0.48%
-$8,904.47 
AMZN Amazon.com Inc
-0.46%
-$2,333.35 
IQLT iShares MSCI International Quality Factor ETF
-0.39%
-$6,814.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.37%
-$24,477.3 
ICVT iShares Convertible Bond ETF
-0.34%
-$62,655.84 
HIGH Simplify Enhanced Income ETF
-0.33%
-$3,097.15 
ILCV iShares Morningstar Value ETF
-0.32%
-$1,073.16 
IWS iShares Russell Mid-Cap Value ETF
-0.25%
-$710.64 
VO Vanguard Mid-Cap ETF
-0.22%
-$2,973.6 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.14%
-$429.59 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$227.03 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.07%
-$154.05 
SYFI AB Short Duration High Yield ETF
-0.06%
-$442.68 
CMF iShares California Muni Bond ETF
-0.04%
-$166.14 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
-0.03%
-$286 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.02%
-$1,521.36 
BUCK Simplify Treasury Option Income ETF
-0.02%
-$191.56 Events
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Dividends
Dividend Analysis
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| Trades 412 | Longs Won 260/412 63% | Profit Factor 11.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $176,138.63 |
| Average Win $93,998.15 | Best Trade (Jul 10) $1.58M | Sharpe Ratio -105.68 |
| Average Loss -$13,906.95 | Worst Trade (Jul 10) -$183,545.99 | Z-Score 6.11 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 6d | Expectancy $54,188.5 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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