MRP
Michael R. Panico Portfolio
Invests via Arcadia Wealth Management LLC | Managed by Michael R. Panico
Invests via Arcadia Wealth Management LLC
Managed by Michael R. Panico
Automatically Tracked
Michael R. Panico Profile
Michael R. Panico has cultivated an impressive career in corporate leadership and investment management, emphasizing transformative growth within competitive markets. His extensive background encompasses operational excellence across diverse sectors, making him a pivotal figure in advancing organizational strategy. Notably recognized for steering companies towards improved performance, he possesses a robust track record of leveraging market opportunities while navigating complex economic landscapes. This experience uniquely positions him to influence capital allocation decisions effectively and to guide firms through periods of substantial change.
Michael R. Panico has cultivated an impressive career in corporate leadership and investment management, emphasizing transformative growth within competitive markets. His extensive background encompasses operational excellence across diverse sectors, making him a pivotal figure in advancing organizational strategy. Notably recognized for steering companies towards improved performance, he possesses a robust track record of leveraging market opportunities while navigating complex economic landscapes. This experience uniquely positions him to influence capital allocation decisions effectively and to guide firms through periods of substantial change.
Investment Philosophy & Strategy
Grounded in an entrepreneurial mindset, Michael R. Panico embraces a proactive approach to investment that identifies and capitalizes on high-potential opportunities. His strategic insights are shaped by a rich background in corporate governance and operational leadership, enabling informed decision-making that aligns with market dynamics. This adaptability empowers him to optimize resource allocation while pursuing innovative growth avenues. By focusing on transformation and expansion, he consistently seeks to create lasting value across portfolios, positioning investments for sustainable success amidst evolving business environments.
Grounded in an entrepreneurial mindset, Michael R. Panico embraces a proactive approach to investment that identifies and capitalizes on high-potential opportunities. His strategic insights are shaped by a rich background in corporate governance and operational leadership, enabling informed decision-making that aligns with market dynamics. This adaptability empowers him to optimize resource allocation while pursuing innovative growth avenues. By focusing on transformation and expansion, he consistently seeks to create lasting value across portfolios, positioning investments for sustainable success amidst evolving business environments.
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:
34.66%
Gain +3.57%
Monthly
0.97%
Yearly
12.23%
Drawdown
12.31%
$317.32M
Equity
Holdings
$317.32M
Investment
$234.43M
$104.69M
Profit +$12.42M
Realized
$21.8M
Unrealized
$82.89M
Dividends
$12.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.57%
Profit
$12.42M
Win %
86%
This Week
Compared To Last Week
Gain
4.09%
Profit
$12.45M
Win %
86%
This Month
Compared to last month
Gain
3.04%
Profit
$9.37M
Win %
86%
This Year
Compared to last year
Gain
8.58%
Profit
$26.36M
Win %
86%
BAI iShares A.I. Innovation and Tech Active ETF
+6.46%
+$51,207.8 
AMZN Amazon.com Inc
+3.13%
+$80,593.87 
DFAE Dimensional Emerging Core Equity Market ETF
+3.12%
+$53,803.75 
TT Trane Technologies plc
+3.12%
+$16,676.44 
AVGO Broadcom Inc.
+3.11%
+$33,010.45 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.87%
+$41,285.4 
MTUM iShares MSCI USA Momentum Factor ETF
+2.85%
+$17,463.18 
AGEM Abrdn Emerging Market Dividend Allocator ETF
+2.82%
+$13,316.35 
VUG Vanguard Growth ETF
+2.81%
+$1.15M 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.76%
+$43,268 
PHYS Sprott Physical Gold Trust
+2.55%
+$13,894.74 
BLCR iShares Large Cap Core ACT ETF
+2.44%
+$6,734.4 
MSFT Microsoft Corp.
+2.31%
+$14,296.73 
IWF iShares Russell 1000 Growth ETF
+2.26%
+$322,399 
IWY iShares Russell Top 200 Growth ETF
+2.24%
+$51,260.42 
IEMG iShares Core MSCI Emerging Markets ETF
+2.23%
+$39,983.2 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$311,135.1 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.97%
+$28,594.68 
CORO Ishares International Country Rotational Active ETF
+1.9%
+$19,558.74 
SCEP Sterling Capital Hedged Equity Premium Income ETF
+1.87%
+$4,554 
OEF iShares S&P 100 ETF
+1.82%
+$6,403.95 
AAPL Apple Inc.
+1.82%
+$12,346.86 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$10,830.26 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.76%
+$231,138.93 
VOO Vanguard S&P 500 ETF
+1.74%
+$86,593.39 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$6,003.42 
DUHP Dimensional US High Profitability ETF
+1.58%
+$24,830.69 
IWP iShares Russell Mid-Cap Growth ETF
+1.52%
+$69,975.86 
IVV iShares Core S&P 500 ETF
+1.5%
+$4,820.29 
BRK-A Berkshire Hathaway Inc.
+1.36%
+$9,946 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$7,605.51 
SCHF Schwab International Equity ETF
+1.23%
+$4,102.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$469,750.68 
QUAL iShares MSCI USA Quality Factor ETF
+1.06%
+$16,384.95 
VTWO Vanguard Russell 2000 ETF
+0.81%
+$3,522.24 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$10,907.52 
VB Vanguard Small-Cap ETF
+0.69%
+$60,510.44 
IWD iShares Russell 1000 Value ETF
+0.68%
+$65,209.65 
IWR iShares Russell Mid-Cap ETF
+0.65%
+$2,344.42 
DFIS Dimensional International Small Cap ETF
+0.64%
+$8,313.35 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$3,297.05 
VTV Vanguard Value ETF
+0.53%
+$156,077.6 
JKE iShares Morningstar Large-Cap Growth ETF
+0.48%
+$70,470.86 
DFAI Dimensional International Core Equity Market ETF
+0.45%
+$7,694.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.43%
+$59,996.97 
IWS iShares Russell Mid-Cap Value ETF
+0.37%
+$24,898.99 
USMV iShares MSCI USA Min Vol Factor ETF
+0.3%
+$631.61 
EFG iShares MSCI EAFE Growth ETF
+0.23%
+$2,668.96 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.19%
+$8,547.57 
SCEC Sterling Capital Enhanced Cash ETF
+0.16%
+$329.16 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$4,529.76 
SCNM Sterling Capital National Municipal Bond ETF
+0.1%
+$5,510.52 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$2,576.16 
DFCF Dimensional Core Fixed Income ETF
+0.07%
+$1,340.37 
GOVT iShares U.S. Treasury Bond ETF
+0.07%
+$8,430.41 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$5,778.55 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.06%
+$1,205.7 
BNDX Vanguard Total International Bond ETF
+0.02%
+$1,982.58 
DFIV Dimensional International Value ETF
+0.02%
+$292.58 
IVE ISHARES S&P 500 VALUE ETF
+0.01%
+$95.9 
NBN Northeast Bank
-2.91%
-$13,033.44 
EFV iShares MSCI EAFE Value ETF
-2.43%
-$32,438.42 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.89%
-$4,292 
DFAR Dimensional US Real Estate ETF
-0.86%
-$11,861.79 
SHLD Global X Defense Tech ETF
-0.85%
-$2,644.92 
TJX The TJX Companies, Inc.
-0.64%
-$9,502.92 
BLV Vanguard Long-Term Bond ETF
-0.01%
-$635.71 Events
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Dividends
Dividend Analysis
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| Trades 772 | Longs Won 641/772 83% | Profit Factor 80.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $620,860.78 |
| Average Win $165,387.39 | Best Trade (Jun 15) $9.55M | Sharpe Ratio -9.59 |
| Average Loss -$10,086.93 | Worst Trade (Mar 30) -$308,433.42 | Z-Score 22.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $135,611.31 |
| 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 | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
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Returns
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