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:
62.27%
Gain
Monthly
1.4%
Yearly
18.17%
Drawdown
16.74%
$317.49M
Equity
Holdings
$317.49M
Investment
$250.58M
$92.45M
Profit -$54,558.56
Realized
$25.53M
Unrealized
$66.91M
Dividends
$14.24M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$54,558.56
Win %
78%
This Week
Compared To Last Week
Gain
0.51%
Profit
$1.61M
Win %
78%
This Month
Compared to last month
Gain
0.51%
Profit
$1.61M
Win %
78%
This Year
Compared to last year
Gain
-0.96%
Profit
-$2.77M
Win %
80%
AXTI AXT, Inc.
+28.74%
+$56,684.98 
AMZN Amazon.com Inc
+15.32%
+$368,629.26 
TT Trane Technologies plc
+3.33%
+$14,259.25 
MSFT Microsoft Corp.
+3.02%
+$18,632.15 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$20,784.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$37,455.36 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$9,131.54 
VUG Vanguard Growth ETF
+1.1%
+$439,789.56 
NBN Northeast Bank
+1.03%
+$4,378.96 
ILCG iShares Morningstar Growth ETF
+1.01%
+$68,542.88 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$134,761.2 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$7,014.8 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$17,924.78 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$20,397.58 
AGEM Abrdn Emerging Market Dividend Allocator ETF
+0.77%
+$3,399.03 
SHLD Global X Defense Tech ETF
+0.77%
+$5,356.8 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$94,362.25 
IWX iShares Russell Top 200 Value ETF
+0.74%
+$11,304.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$12,260.01 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,081.2 
VOO Vanguard S&P 500 ETF
+0.71%
+$30,909.85 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,339.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$128,681.36 
PLTR Palantir Technologies Inc.
+0.65%
+$3,030.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,324.56 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$5,717.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$6,262.97 
IWD iShares Russell 1000 Value ETF
+0.44%
+$45,410.1 
AVGO Broadcom Inc.
+0.37%
+$3,791.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,256.18 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,813.86 
VT Vanguard Total World Stock ETF
+0.26%
+$1,018.85 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,624.04 
AAPL Apple Inc.
-7.35%
-$63,801.04 
PHYS Sprott Physical Gold Trust
-1.61%
-$8,577 
TJX The TJX Companies, Inc.
-1.21%
-$16,857.51 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$10,121.19 
CVS CVS Health Corporation
-0.75%
-$1,936.29 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$3,474.24 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$18,725.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$261,004.29 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$8,782.63 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$6,413.88 
DFIS Dimensional International Small Cap ETF
-0.53%
-$5,862.26 
DFAR Dimensional US Real Estate ETF
-0.52%
-$6,046.32 
DFIV Dimensional International Value ETF
-0.47%
-$6,843.42 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$21,094.88 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$1,825.5 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$19,401.94 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,236.56 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$22,243.34 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,391.16 
VTV Vanguard Value ETF
-0.27%
-$80,215.04 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$43,762.8 
DUHP Dimensional US High Profitability ETF
-0.27%
-$3,364.79 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,480.25 
BNDX Vanguard Total International Bond ETF
-0.23%
-$23,348.82 
VB Vanguard Small-Cap ETF
-0.22%
-$19,410.67 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$532 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$9,079.05 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,398.32 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$27,838.33 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$7,446.9 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$990.6 
SCNM Sterling Capital National Municipal Bond ETF
-0.04%
-$2,176.01 Events
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Dividends
Dividend Analysis
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| Trades 834 | Longs Won 674/834 80% | Profit Factor 42.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $493,021.23 |
| Average Win $140,473.8 | Best Trade (Aug 03) $9.1M | Sharpe Ratio -9.73 |
| Average Loss -$13,955.95 | Worst Trade (Mar 30) -$308,433.42 | Z-Score 14.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 4d | Expectancy $110,846.99 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
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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 - $3.45M, Vanguard S&P 500 ETF - $3.3M, iShares Russell 1000 Growth ETF - $2.56M, and Vanguard Value ETF - $1.96M. 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 $14.24M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $2.31M, Vanguard Value ETF - $1.36M, Vanguard Total International Bond ETF - $991,952.46, Vanguard FTSE Emerging Markets ETF - $739,485.83, and iShares Core U.S. Aggregate Bond ETF - $680,305.33. 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.
