PHO
Paul H. O'Leary Portfolio
Invests via Raffles Associates LP | Managed by Paul H. O'Leary
Invests via Raffles Associates LP
Managed by Paul H. O'Leary
Automatically Tracked
Paul H. O'Leary Profile
With a distinguished career in finance, Paul H. O'Leary has developed a reputation as a transformative leader in the investment management space. His background includes significant roles across various financial institutions where he successfully drove initiatives that enhanced operational efficiency and investor engagement. Known for his strategic insights, he has played pivotal roles in navigating complex market environments while fostering team growth and innovation. O'Leary's expertise positions him uniquely at the intersection of capital markets and asset development, making him an influential figure for aspiring investors and seasoned professionals alike.
With a distinguished career in finance, Paul H. O'Leary has developed a reputation as a transformative leader in the investment management space. His background includes significant roles across various financial institutions where he successfully drove initiatives that enhanced operational efficiency and investor engagement. Known for his strategic insights, he has played pivotal roles in navigating complex market environments while fostering team growth and innovation. O'Leary's expertise positions him uniquely at the intersection of capital markets and asset development, making him an influential figure for aspiring investors and seasoned professionals alike.
Investment Philosophy & Strategy
Growth opportunities drive Paul H. O'Leary's investment approach, informed by a blend of leadership experience and a deep understanding of capital markets. He leverages his extensive background in financial institutions to identify unique ventures that exhibit potential for transformative growth. Emphasizing operational improvements, he cultivates an environment where innovation thrives, making strategic decisions that align with market dynamics. By championing collaborative team efforts and embracing change, he seeks out investments that not only deliver substantial returns but also contribute positively to the broader economic landscape.
Growth opportunities drive Paul H. O'Leary's investment approach, informed by a blend of leadership experience and a deep understanding of capital markets. He leverages his extensive background in financial institutions to identify unique ventures that exhibit potential for transformative growth. Emphasizing operational improvements, he cultivates an environment where innovation thrives, making strategic decisions that align with market dynamics. By championing collaborative team efforts and embracing change, he seeks out investments that not only deliver substantial returns but also contribute positively to the broader economic landscape.
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:
42.74%
Gain +0.67%
Monthly
-0.02%
Yearly
-0.29%
Drawdown
66.79%
$112.99M
Equity
Holdings
$112.99M
Investment
$81.64M
-$395.66M
Profit +$707,658.29
Realized
-$427.01M
Unrealized
$31.35M
Dividends
$716.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.67%
Profit
$707,658.29
Win %
68%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$1.83M
Win %
68%
This Month
Compared to last month
Gain
-2.34%
Profit
-$2.5M
Win %
68%
This Year
Compared to last year
Gain
-5.7%
Profit
-$6.29M
Win %
72%
GLBKV GCI Liberty, Inc.
+72.59%
+$8.89M 
NXE NexGen Energy Ltd.
+5.07%
+$41,000 
TCNNF Trulieve Cannabis Corp.
+4.81%
+$24,000 
MSOX AdvisorShares MSOS Daily Leveraged ETF
+4.18%
+$15,796.78 
IAUX I-80 Gold Corp.
+3.47%
+$9,750 
PERI Perion Network Ltd.
+3.29%
+$68,375.91 
VZLA Vizsla Silver Corp.
+2.84%
+$130,860.9 
SIRI Sirius XM Holdings Inc.
+2.55%
+$12,955.95 
MSOS AdvisorShares Pure US Cannabis ETF
+1.84%
+$22,125 
IE Ivanhoe Electric Inc.
+1.71%
+$66,790.78 
VMD Viemed Healthcare Inc.
+1.65%
+$64,590.56 
FNWD Finward Bancorp
+1.64%
+$17,941.5 
FMNB Farmers National Banc Corp.
+1.47%
+$3,300 
NSSC Napco Security Technologies, Inc.
+1.46%
+$12,456.24 
VABK Virginia National Bankshares Corporation
+1.3%
+$12,402.72 
SMBC Southern Missouri Bancorp Inc.
+1.2%
+$174,201.23 
OFG OFG Bancorp
+1.06%
+$55,116.18 
BRBS Blue Ridge Bankshares Inc.
+1.03%
+$453.64 
COSO CoastalSouth Bancshares Inc.
+0.98%
+$29,155.88 
ASLE AerSale Corporation
+0.96%
+$20,700 
CBK Commercial Bancgroup, Inc.
+0.77%
+$55,946.4 
CTGO Contango Ore Inc.
+0.76%
+$12,436.16 
NBBK NB Bancorp Inc.
+0.72%
+$5,077.53 
EBC Eastern Bankshares, Inc.
+0.7%
+$54,344.26 
UBCP United Bancorp Inc.
+0.68%
+$1,681.4 
MAYS J.W. Mays Inc.
+0.51%
+$8,886.2 
NWFL Norwood Financial Corp
+0.3%
+$1,094.9 
AFBI Affinity Bancshares Inc.
0%
$0 
HHS Harte-Hanks Inc.
0%
$0 
NSTS Nsts Bancorp Inc.
0%
$0 
ESOA Energy Services of America Corporation
-2.95%
-$40,429.76 
CLST Catalyst Bancorp Inc.
-2.84%
-$5,171.95 
TZA Direxion Daily Small Cap Bear 3X Shares
-2.39%
-$9,150.01 
GLL ProShares UltraShort Gold
-2.32%
-$23,800 
AP Ampco-Pittsburgh Corporation
-2.16%
-$2,775 
AWX Avalon Holdings Corp.
-1.2%
-$779.04 
UVXY ProShares Ultra VIX Short-Term Futures ETF
-1.08%
-$25,162.2 
MBBC Marathon Bancorp Inc.
-0.91%
-$14,523.87 
KELYA Kelly Services Inc.
-0.85%
-$6,750 
FBLA Fb Bancorp Inc.
-0.83%
-$13,593.86 
TIPT Tiptree Inc.
-0.53%
-$5,022.09 
JOB Gee Group Inc.
-0.48%
-$9,399.7 
PROV Provident Financial Holdings Inc.
-0.28%
-$19,555.9 
NECB Northeast Community Bancorp, Inc.
-0.14%
-$2,380 
ABTC Gryphon Digital Mining, Inc
-0.13%
-$321.6 
JOF Japan Smaller Capitalization Fund Inc.
-0.12%
-$1,597.92 
ECBK Ecb Bancorp Inc.
-0.1%
-$263.77 Events
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Dividends
Dividend Analysis
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| Trades 2166 | Longs Won 1050/2166 48% | Profit Factor 0.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.36M |
| Average Win $287,622.72 | Best Trade (Dec 31) $21.67M | Sharpe Ratio -77.84 |
| Average Loss -$617,185.89 | Worst Trade (Jun 29) -$278.36M | Z-Score -11.59 (99.97%) |
| Commissions $0 | Avg. Trade Length 2y 2d | Expectancy -$182,669.02 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 183 | 165 | 146 | 128 | 110 | 92 | 73 | 55 | 37 | 18 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABTC Gryphon Digital Mining, Inc | 32,160 | $815,995.68 | $245,702.4 | - | -$570,293.28 | -69.89% | -0.131% |
| AFBI Affinity Bancshares Inc. | 41,230 | $506,855.58 | $948,290 | - | $441,434.42 | 87.09% | 0.0 |
| AP Ampco-Pittsburgh Corporation | 15,000 | $100,800 | $125,775 | - | $24,975 | 24.78% | -2.159% |
| ASLE AerSale Corporation | 460,000 | $2.93M | $2.17M | - | -$753,050 | -25.73% | +0.962% |
| AWX Avalon Holdings Corp. | 25,968 | $44,709.85 | $64,140.96 | - | $19,431.11 | 43.46% | -1.2% |
| BRBS Blue Ridge Bankshares Inc. | 11,341 | $40,034 | $44,513.42 | - | $4,479.42 | 11.19% | +1.03% |
| CBK Commercial Bancgroup, Inc. | 233,110 | $5.73M | $7.3M | - | $1.57M | 27.48% | +0.772% |
| CLST Catalyst Bancorp Inc. | 10,555 | $144,000 | $176,901.8 | - | $32,901.8 | 22.85% | -2.841% |
| COSO CoastalSouth Bancshares Inc. | 112,138 | $2.45M | $3M | - | $557,325.51 | 22.79% | +0.98% |
| CTGO Contango Ore Inc. | 113,056 | $1.38M | $1.66M | - | $277,175.61 | 20.08% | +0.756% |
| EBC Eastern Bankshares, Inc. | 374,788 | $6.05M | $7.86M | - | $1.81M | 30% | +0.696% |
| ECBK Ecb Bancorp Inc. | 13,255 | $166,482.76 | $264,306.03 | - | $97,823.27 | 58.76% | -0.1% |
| ESOA Energy Services of America Corporation | 144,392 | $1.05M | $1.33M | - | $285,065 | 27.25% | -2.947% |
| FBLA Fb Bancorp Inc. | 97,099 | $1.11M | $1.62M | - | $517,170.57 | 46.71% | -0.83% |
| FMNB Farmers National Banc Corp. | 15,000 | $197,400 | $227,250 | - | $29,850 | 15.12% | +1.474% |
| FNWD Finward Bancorp | 26,580 | $1.23M | $1.11M | - | -$116,852.36 | -9.51% | +1.641% |
| GLBKV GCI Liberty, Inc. | 567,763 | $14.53M | $21.13M | - | $6.6M | 45.41% | +72.588% |
| GLL ProShares UltraShort Gold | 40,000 | $1.05M | $1M | - | -$42,600 | -4.07% | -2.317% |
| HHS Harte-Hanks Inc. | 87,757 | $317,841.4 | $379,987.81 | - | $62,146.41 | 19.55% | 0.0 |
| IAUX I-80 Gold Corp. | 195,000 | $284,700 | $290,550 | - | $5,850 | 2.05% | +3.472% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Paul H. O'Leary?
The largest contributions to the portfolio's profits come from the following stocks: ProShares UltraShort Energy - $608.24M, Vicon Industries Inc - $68.42M, Red Lion Hotels Corp - $62.75M, Armour Residential REIT Inc - $17.71M, and Popular Inc - $12.96M. 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: QCC - $473.41M, Paramount Global - $6.04M, Alexco Resource Corp - $5.67M, Roan Resources Inc - $4.76M, and GSTC - $4.65M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Paul H. O'Leary's portfolio generate?
The portfolio generates substantial dividend income, with a total of $716.54M earned over time. The largest contributors to dividend income include ProShares UltraShort Energy - $605.8M, Vicon Industries Inc - $68.67M, Armour Residential REIT Inc - $18.06M, Provident Financial Holdings Inc - $3.02M, and Popular Inc - $2.35M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Paul H. O'Leary's monthly returns?
Paul H. O'Leary's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Paul H. O'Leary's strategy be considered aggressive or moderate?
Paul H. O'Leary's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Paul H. O'Leary's strategy?
Paul H. O'Leary's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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