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:
69.15%
Gain +0.24%
Monthly
1.33%
Yearly
17.23%
Drawdown
16.74%
$317.98M
Equity
Holdings
$317.98M
Investment
$250.58M
$92.93M
Profit +$441,937.61
Realized
$25.53M
Unrealized
$67.4M
Dividends
$15.05M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$441,937.61
Win %
73%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$3.16M
Win %
73%
This Month
Compared to last month
Gain
0.18%
Profit
$583,302.6
Win %
73%
This Year
Compared to last year
Gain
-0.81%
Profit
-$2.28M
Win %
76%
CVS CVS Health Corporation
+1.93%
+$4,264.74 
SHLD Global X Defense Tech ETF
+1.31%
+$8,704.8 
BLV Vanguard Long-Term Bond ETF
+1.27%
+$54,594.91 
PHYS Sprott Physical Gold Trust
+1.18%
+$6,261.21 
DFAR Dimensional US Real Estate ETF
+1.13%
+$11,876.7 
IWS iShares Russell Mid-Cap Value ETF
+1.07%
+$75,284 
MSFT Microsoft Corp.
+1.03%
+$7,537.68 
TJX The TJX Companies, Inc.
+1%
+$12,555.4 
VB Vanguard Small-Cap ETF
+0.78%
+$65,292.13 
SCNM Sterling Capital National Municipal Bond ETF
+0.72%
+$36,992.17 
EFV iShares MSCI EAFE Value ETF
+0.71%
+$8,278.38 
VTV Vanguard Value ETF
+0.7%
+$212,097.6 
NBN Northeast Bank
+0.7%
+$2,999.76 
VTWO Vanguard Russell 2000 ETF
+0.69%
+$2,774.76 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.68%
+$31,145.38 
IWD iShares Russell 1000 Value ETF
+0.68%
+$70,365.2 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$9,331.22 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.63%
+$27,842.42 
DUHP Dimensional US High Profitability ETF
+0.62%
+$8,106.09 
IVE ISHARES S&P 500 VALUE ETF
+0.62%
+$10,950.42 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$17,503.78 
DFIV Dimensional International Value ETF
+0.58%
+$8,237.45 
IWX iShares Russell Top 200 Value ETF
+0.57%
+$8,931.84 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$1,301.27 
AAPL Apple Inc.
+0.53%
+$4,758.82 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$83,878.7 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.52%
+$2,421.44 
EFG iShares MSCI EAFE Growth ETF
+0.44%
+$5,659.16 
DFAI Dimensional International Core Equity Market ETF
+0.44%
+$5,855.04 
BRK-B Berkshire Hathaway Inc.
+0.4%
+$2,535.17 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$3,471.3 
BRK-A Berkshire Hathaway Inc.
+0.36%
+$2,842.36 
BNDX Vanguard Total International Bond ETF
+0.3%
+$30,247.33 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$3,467.1 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$19,237.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$77,746.62 
VT Vanguard Total World Stock ETF
+0.12%
+$472.15 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$398.13 
VOO Vanguard S&P 500 ETF
+0.09%
+$3,943.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$17,448.32 
DFIS Dimensional International Small Cap ETF
+0.08%
+$925.62 
IVV iShares Core S&P 500 ETF
+0.06%
+$223.92 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.05%
+$8,565.64 
AGEM Abrdn Emerging Market Dividend Allocator ETF
+0.04%
+$165.28 
AXTI AXT, Inc.
-10.03%
-$25,968.36 
TT Trane Technologies plc
-4.39%
-$20,130.13 
BAI iShares A.I. Innovation and Tech Active ETF
-2.98%
-$28,806.9 
MTUM iShares MSCI USA Momentum Factor ETF
-1.99%
-$13,426.84 
AVGO Broadcom Inc.
-1.96%
-$17,878.07 
DFAE Dimensional Emerging Core Equity Market ETF
-1.19%
-$16,762.65 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$18,718.51 
PLTR Palantir Technologies Inc.
-0.73%
-$5,568.36 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$4,636.25 
ILCG iShares Morningstar Growth ETF
-0.58%
-$41,003.33 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$65,735.5 
VWO Vanguard FTSE Emerging Markets ETF
-0.46%
-$64,974.15 
IWP iShares Russell Mid-Cap Growth ETF
-0.43%
-$2,973.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$11,509.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.42%
-$6,347.46 
IWY iShares Russell Top 200 Growth ETF
-0.39%
-$8,846.95 
VUG Vanguard Growth ETF
-0.39%
-$165,512.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.24%
-$6,542.62 
THRO iShares U.S. Thematic Rotation Active ETF
-0.24%
-$1,938.34 
AMZN Amazon.com Inc
-0.13%
-$3,473.78 
CORO Ishares International Country Rotational Active ETF
-0.13%
-$3,370.55 
BLCR iShares Large Cap Core ACT ETF
-0.08%
-$570.72 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 834 | Longs Won 656/834 78% | Profit Factor 27.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $518,149.58 |
| Average Win $147,048.77 | Best Trade (Oct 14) $9.98M | Sharpe Ratio -9.53 |
| Average Loss -$19,847.65 | Worst Trade (Mar 30) -$308,433.42 | Z-Score 9.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 5d | Expectancy $111,428.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,602 | $456,454.89 | $897,140.74 | - | $440,685.85 | 96.55% | +0.533% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 214,141 | $12.69M | $15.93M | - | $3.23M | 25.47% | +0.054% |
| AGEM Abrdn Emerging Market Dividend Allocator ETF | 9,338 | $358,456.14 | $432,115.95 | - | $73,659.81 | 20.55% | +0.038% |
| AGG iShares Core U.S. Aggregate Bond ETF | 29,921 | $2.96M | $2.85M | - | -$105,482.15 | -3.56% | +0.617% |
| AMZN Amazon.com Inc | 10,217 | $1.56M | $2.59M | - | $1.03M | 65.9% | -0.134% |
| AVGO Broadcom Inc. | 2,633 | $814,882.73 | $893,798.18 | - | $78,915.45 | 9.68% | -1.961% |
| AXTI AXT, Inc. | 4,202 | $327,377.82 | $232,832.82 | - | -$94,545 | -28.88% | -10.034% |
| BAI iShares A.I. Innovation and Tech Active ETF | 21,990 | $854,743.57 | $938,973 | - | $84,229.43 | 9.85% | -2.977% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 60,527 | $4.58M | $4.45M | - | -$133,560.85 | -2.91% | +0.63% |
| BLCR iShares Large Cap Core ACT ETF | 14,268 | $666,455.97 | $703,697.76 | - | $37,241.79 | 5.59% | -0.081% |
| BLV Vanguard Long-Term Bond ETF | 68,048 | $4.92M | $4.37M | - | -$549,688.82 | -11.18% | +1.266% |
| BNDX Vanguard Total International Bond ETF | 212,262 | $10.37M | $10.02M | - | -$351,192.01 | -3.39% | +0.303% |
| BRK-A Berkshire Hathaway Inc. | 1 | $465,600 | $792,427.37 | - | $326,827.37 | 70.19% | +0.36% |
| BRK-B Berkshire Hathaway Inc. | 1,213 | $397,113.21 | $640,997.72 | - | $243,884.51 | 61.41% | +0.397% |
| BSV Vanguard Short-Term Bond ETF | 124,115 | $9.53M | $9.5M | - | -$27,986.94 | -0.29% | +0.203% |
| CORO Ishares International Country Rotational Active ETF | 74,901 | $2.62M | $2.66M | - | $47,033.79 | 1.8% | -0.126% |
| CVS CVS Health Corporation | 2,451 | $253,581 | $225,810.63 | - | -$27,770.37 | -10.95% | +1.925% |
| DFAE Dimensional Emerging Core Equity Market ETF | 36,841 | $950,469.17 | $1.39M | - | $438,989.14 | 46.19% | -1.192% |
| DFAI Dimensional International Core Equity Market ETF | 32,528 | $956,207.67 | $1.35M | - | $389,475.69 | 40.73% | +0.437% |
| DFAR Dimensional US Real Estate ETF | 43,188 | $995,177.71 | $1.07M | - | $70,486.19 | 7.08% | +1.127% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Michael R. Panico?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell Top 200 Growth ETF - $3.62M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.54M, Vanguard S&P 500 ETF - $3.31M, iShares Russell 1000 Growth ETF - $2.57M, and Vanguard Value ETF - $2.1M. 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: Tesla, Inc - $82,138.19, AXT, Inc - $39,698, 22nd Century Group Inc - $39,382.85, United Parcel Service, Inc - $32,276.03, and Alphabet Inc - $21,520.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael R. Panico's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.05M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.41M, Vanguard Value ETF - $1.5M, Vanguard Total International Bond ETF - $1.02M, Vanguard FTSE Emerging Markets ETF - $766,847.17, and iShares Core U.S. Aggregate Bond ETF - $690,390.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael R. Panico's monthly returns?
Michael R. Panico's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Michael R. Panico's strategy be considered aggressive or moderate?
Michael R. Panico'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 Michael R. Panico's strategy?
Michael R. Panico'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.
2026 © Marketlog. All Rights Reserved.
