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:
51.95%
Gain -0.77%
Monthly
0.01%
Yearly
0.15%
Drawdown
66.76%
$120.31M
Equity
Holdings
$120.31M
Investment
$81.64M
-$385.93M
Profit -$879,695.09
Realized
-$424.6M
Unrealized
$38.67M
Dividends
$716.37M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.77%
Profit
-$879,695.09
Win %
77%
This Week
Compared To Last Week
Gain
-2.22%
Profit
-$2.58M
Win %
77%
This Month
Compared to last month
Gain
3.06%
Profit
$3.38M
Win %
77%
This Year
Compared to last year
Gain
3%
Profit
$3.31M
Win %
78%
HHS Harte-Hanks Inc.
+52.49%
+$129,441.57 
JOB Gee Group Inc.
+8.7%
+$187,993.92 
CTGO Contango Ore Inc.
+3.7%
+$81,400.32 
ESOA Energy Services of America Corporation
+2.8%
+$50,537.2 
ASLE AerSale Corporation
+2.62%
+$69,000 
AP Ampco-Pittsburgh Corporation
+1.96%
+$2,700 
MAYS J.W. Mays Inc.
+1.89%
+$34,211.87 
SIRI Sirius XM Holdings Inc.
+1.68%
+$9,021.18 
IAUX I-80 Gold Corp.
+1.21%
+$3,900 
MBBC Marathon Bancorp Inc.
+1.13%
+$18,302.88 
OFG OFG Bancorp
+0.77%
+$41,847.47 
VZLA Vizsla Silver Corp.
+0.54%
+$29,080.2 
TCNNF Trulieve Cannabis Corp.
+0.52%
+$2,500 
EBC Eastern Bankshares, Inc.
+0.45%
+$39,352.74 
NBBK NB Bancorp Inc.
+0.39%
+$2,868.66 
VMD Viemed Healthcare Inc.
+0.33%
+$12,110.73 
NECB Northeast Community Bancorp, Inc.
+0.3%
+$4,760.06 
NSTS Nsts Bancorp Inc.
+0.29%
+$2,263.56 
FNWD Finward Bancorp
+0.27%
+$3,189.6 
PERI Perion Network Ltd.
+0.2%
+$4,715.58 
NSSC Napco Security Technologies, Inc.
+0.16%
+$1,465.44 
AFBI Affinity Bancshares Inc.
0%
$0 
CLST Catalyst Bancorp Inc.
0%
$0 
IE Ivanhoe Electric Inc.
0%
$0 
NXE NexGen Energy Ltd.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
UVXY ProShares Ultra VIX Short-Term Futures ETF
-2.05%
-$58,711.8 
BRBS Blue Ridge Bankshares Inc.
-1.6%
-$680.46 
KELYA Kelly Services Inc.
-1.53%
-$12,500.05 
TZA Direxion Daily Small Cap Bear 3X Shares
-1.46%
-$4,050 
GLL ProShares UltraShort Gold
-1.14%
-$10,400 
MSOX AdvisorShares MSOS Daily Leveraged ETF
-1.12%
-$5,872.41 
ABTC Gryphon Digital Mining, Inc
-1.02%
-$2,412 
UBCP United Bancorp Inc.
-0.9%
-$2,477.86 
TIPT Tiptree Inc.
-0.77%
-$7,812.2 
AWX Avalon Holdings Corp.
-0.71%
-$519.36 
COSO CoastalSouth Bancshares Inc.
-0.71%
-$22,427.6 
SMBC Southern Missouri Bancorp Inc.
-0.62%
-$101,353.44 
JOF Japan Smaller Capitalization Fund Inc.
-0.48%
-$6,658.02 
MSOS AdvisorShares Pure US Cannabis ETF
-0.43%
-$5,900 
FMNB Farmers National Banc Corp.
-0.43%
-$1,050 
ECBK Ecb Bancorp Inc.
-0.38%
-$1,060.4 
CBK Commercial Bancgroup, Inc.
-0.37%
-$30,304.3 
FBLA Fb Bancorp Inc.
-0.32%
-$4,854.95 
VABK Virginia National Bankshares Corporation
-0.17%
-$1,503.36 
PROV Provident Financial Holdings Inc.
-0.17%
-$11,733.54 
NWFL Norwood Financial Corp
-0.03%
-$109.49 Events
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Dividends
Dividend Analysis
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| Trades 2166 | Longs Won 1064/2166 49% | Profit Factor 0.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.36M |
| Average Win $289,318.52 | Best Trade (Dec 31) $21.67M | Sharpe Ratio -77.93 |
| Average Loss -$623,565.5 | Worst Trade (Jun 29) -$278.36M | Z-Score -10.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 4d | Expectancy -$178,177 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 586.04% | 344.16% | 252.08% | 202.11% | 170.28% | 148.03% | 131.51% | 118.69% | 108.43% |
| Consecutive Losing Trades | 193 | 174 | 154 | 135 | 116 | 96 | 77 | 58 | 39 | 19 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABTC Gryphon Digital Mining, Inc | 32,160 | $815,995.68 | $232,999.2 | - | -$582,996.48 | -71.45% | -1.025% |
| 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 | $140,550 | - | $39,750 | 39.43% | +1.959% |
| ASLE AerSale Corporation | 460,000 | $2.93M | $2.7M | - | -$226,350 | -7.73% | +2.622% |
| AWX Avalon Holdings Corp. | 25,968 | $44,709.85 | $72,191.04 | - | $27,481.19 | 61.47% | -0.714% |
| BRBS Blue Ridge Bankshares Inc. | 11,341 | $40,034 | $41,848.29 | - | $1,814.29 | 4.53% | -1.6% |
| CBK Commercial Bancgroup, Inc. | 233,110 | $5.73M | $8.23M | - | $2.5M | 43.73% | -0.367% |
| CLST Catalyst Bancorp Inc. | 10,555 | $144,000 | $182,284.85 | - | $38,284.85 | 26.59% | 0.0 |
| COSO CoastalSouth Bancshares Inc. | 112,138 | $2.45M | $3.12M | - | $672,827.65 | 27.51% | -0.714% |
| CTGO Contango Ore Inc. | 113,056 | $1.38M | $2.28M | - | $903,505.85 | 65.46% | +3.696% |
| EBC Eastern Bankshares, Inc. | 374,788 | $6.05M | $8.85M | - | $2.81M | 46.42% | +0.446% |
| ECBK Ecb Bancorp Inc. | 13,255 | $166,482.76 | $275,306.35 | - | $108,823.59 | 65.37% | -0.384% |
| ESOA Energy Services of America Corporation | 144,392 | $1.05M | $1.85M | - | $806,320.12 | 77.07% | +2.804% |
| FBLA Fb Bancorp Inc. | 97,099 | $1.11M | $1.52M | - | $413,274.64 | 37.32% | -0.318% |
| FMNB Farmers National Banc Corp. | 15,000 | $197,400 | $244,650 | - | $47,250 | 23.94% | -0.427% |
| FNWD Finward Bancorp | 26,580 | $1.23M | $1.2M | - | -$24,752.66 | -2.02% | +0.266% |
| GLBKV GCI Liberty, Inc. | 567,763 | $14.53M | $21.13M | - | $6.6M | 45.41% | 0.0 |
| GLL ProShares UltraShort Gold | 40,000 | $1.05M | $904,800 | - | -$141,200 | -13.5% | -1.136% |
| HHS Harte-Hanks Inc. | 87,757 | $317,841.4 | $376,038.74 | - | $58,197.34 | 18.31% | +52.491% |
| IAUX I-80 Gold Corp. | 195,000 | $284,700 | $325,650 | - | $40,950 | 14.38% | +1.212% |
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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 $716.37M 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.
