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:
14.68%
Gain -0.57%
Monthly
0.8%
Yearly
10.11%
Drawdown
11.19%
$156.67M
Equity
Holdings
$156.67M
Investment
$135.55M
$21.54M
Profit -$959,608.67
Realized
$420,209.43
Unrealized
$21.12M
Dividends
$3.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$959,608.67
Win %
70%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$185,038.7
Win %
70%
This Month
Compared to last month
Gain
-0.12%
Profit
-$185,038.7
Win %
70%
This Year
Compared to last year
Gain
4.5%
Profit
$7.03M
Win %
69%
VHT Vanguard Health Care ETF
+0.85%
+$2,164.55 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
+0.08%
+$715 
BUCK Simplify Treasury Option Income ETF
+0.02%
+$191.56 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$50.99 
VTV Vanguard Value ETF
+0.01%
+$135.4 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
MSFT Microsoft Corp.
-3.11%
-$10,674.16 
IBIT iShares Bitcoin Trust
-2.76%
-$40,611.9 
AMZN Amazon.com Inc
-2.53%
-$13,188.5 
AAPL Apple Inc.
-1.58%
-$6,483.97 
VWO Vanguard FTSE Emerging Markets ETF
-1.41%
-$135,962.56 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
-1.39%
-$99,688.95 
VONG Vanguard Russell 1000 Growth Fund
-1.32%
-$6,128.28 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
-1.23%
-$6,587.7 
VUG Vanguard Growth ETF
-1.22%
-$24,228.6 
MGK Vanguard Mega Cap Growth ETF
-1.12%
-$19,194.92 
ICVT iShares Convertible Bond ETF
-1.04%
-$207,246.24 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-1.02%
-$3,932.76 
GLD SPDR Gold Shares
-0.99%
-$9,987.78 
IAU iShares Gold Trust
-0.98%
-$35,691.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.96%
-$58,924.72 
IQLT iShares MSCI International Quality Factor ETF
-0.92%
-$15,956.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$4,675.44 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$2,182.32 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.87%
-$4,260.6 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.81%
-$2,804.76 
VOT Vanguard Mid-Cap Growth ETF
-0.81%
-$27,667.62 
DFAS Dimensional U.S. Small Cap ETF
-0.78%
-$38,944.26 
GOOG Alphabet Inc
-0.76%
-$4,859.03 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$2,763.52 
VOO Vanguard S&P 500 ETF
-0.71%
-$4,544.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.69%
-$2,553.78 
VB Vanguard Small-Cap ETF
-0.65%
-$9,219.57 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.62%
-$20,314.32 
SPGP Invesco S&P 500 GARP ETF
-0.59%
-$14,327.8 
VO Vanguard Mid-Cap ETF
-0.46%
-$6,287.04 
HIGH Simplify Enhanced Income ETF
-0.46%
-$4,424.5 
VYM Vanguard High Dividend Yield ETF
-0.45%
-$9,079.74 
JKF iShares Morningstar Large-Cap Value ETF
-0.44%
-$1,765.84 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.41%
-$40,058.26 
VGLT Vanguard Long-Term Treasury Fund
-0.4%
-$1,195.92 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$24,613.28 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.38%
-$23,327.52 
JHMM John Hancock Multifactor Mid Cap ETF
-0.31%
-$5,769.09 
DGRO iShares Core Dividend Growth ETF
-0.3%
-$19,624.5 
AMLP Alerian MLP ETF
-0.28%
-$1,196.55 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.26%
-$14,212.09 
SYFI AB Short Duration High Yield ETF
-0.24%
-$1,881.39 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.23%
-$523.77 
MBB iShares MBS ETF
-0.23%
-$7,776.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.22%
-$445.91 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.22%
-$4,785.3 
KORP American Century Diversified Corporate Bond ETF
-0.21%
-$2,914 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$1,891.45 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$2,729.72 
VOE Vanguard Mid-Cap Value ETF
-0.19%
-$1,017.87 
GOVT iShares U.S. Treasury Bond ETF
-0.18%
-$2,432.28 
TIP iShares TIPS Bond ETF
-0.17%
-$14,381.67 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$368.22 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$602.87 
QUAL iShares MSCI USA Quality Factor ETF
-0.07%
-$3,452.1 
VTEB Vanguard Tax-Exempt Bond ETF
-0.05%
-$126.12 
CMF iShares California Muni Bond ETF
-0.04%
-$207.68 
YEAR AB Ultra Short Income ETF
-0.04%
-$353.64 
IWS iShares Russell Mid-Cap Value ETF
-0.02%
-$50.76 Events
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Dividends
Dividend Analysis
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| Trades 412 | Longs Won 251/412 60% | Profit Factor 7.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,506.32 |
| Average Win $99,725.95 | Best Trade (Jun 02) $1.88M | Sharpe Ratio -20.09 |
| Average Loss -$21,654.91 | Worst Trade (Mar 31) -$1.28M | Z-Score 5.11 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $52,293.14 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
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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Option values are updated at end of day.
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