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

Tracking: 0 Updated: Jul 15 at 04:15 PM

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.

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.

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:

3.44%

Gain

Monthly

-0.14%

Yearly

-1.69%

Drawdown

65.69%

$123.05M

Equity

Holdings

$123.05M

Investment

$87.13M

-$386.96M

Profit +$166,842.62

Realized

-$422.88M

Unrealized

$35.92M

Dividends

$713.91M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

Profit

$166,842.62

Win %

75%

This Week

Compared To Last Week

Gain

-1.56%

Profit

-$1.95M

Win %

75%

This Month

Compared to last month

Gain

-1.43%

Profit

-$1.79M

Win %

75%

This Year

Compared to last year

Gain

6.76%

Profit

$7.79M

Win %

76%

Gainers
Losers

HHS Harte-Hanks Inc.

+6.07%

+$12,724.76

AWX Avalon Holdings Corp.

+3.92%

+$2,521.4

PERI Perion Network Ltd.

+3.05%

+$48,529.51

KELYA Kelly Services Inc.

+2.3%

+$16,165

SIRI Sirius XM Holdings Inc.

+2.17%

+$12,637.33

FBP First BanCorp Puerto Rico

+1.63%

+$13,865.19

NBBK NB Bancorp Inc.

+1.58%

+$4,908.42

NECB Northeast Community Bancorp, Inc.

+1.45%

+$22,610

CBK Commercial Bancgroup, Inc.

+1.37%

+$111,716.1

EBC Eastern Bankshares, Inc.

+1.33%

+$117,804.74

VMD Viemed Healthcare Inc.

+1.3%

+$64,122.11

ECBK Ecb Bancorp Inc.

+1.19%

+$3,215.76

FMNB Farmers National Banc Corp.

+1.19%

+$2,550

SMBC Southern Missouri Bancorp Inc.

+1.14%

+$191,034.73

JETS U.S. Global Jets ETF

+1.1%

+$25,500

COSO CoastalSouth Bancshares Inc.

+1.09%

+$35,171.49

GLL ProShares UltraShort Gold

+0.85%

+$29,250

OFG OFG Bancorp

+0.77%

+$53,925.79

TMF Direxion Daily 20+ Year Treasury Bull 3X Shares

+0.67%

+$11,000

VABK Virginia National Bankshares Corporation

+0.66%

+$5,643.6

FNWD Finward Bancorp

+0.5%

+$4,784.4

HYNE Hoyne Bancorp, Inc.

+0.42%

+$1,672.79

FBLA Fb Bancorp Inc.

+0.33%

+$4,854.95

AFBI Affinity Bancshares Inc.

+0.18%

+$7,953.68

SCO ProShares UltraShort Bloomberg Crude Oil

+0.1%

+$750

ASLE AerSale Corporation

+0.08%

+$2,300

GLBKV GCI Liberty, Inc.

LCTX Lineage Cell Therapeutics Inc.

PROV Provident Financial Holdings Inc.

IE Ivanhoe Electric Inc.

-4.91%

-$239,434.65

MSOS AdvisorShares Pure US Cannabis ETF

-3.31%

-$99,200

NXE NexGen Energy Ltd.

-2.99%

-$14,000

CTGO Contango Ore Inc.

-2.95%

-$36,060.03

IAUX I-80 Gold Corp.

-2.58%

-$6,825

VZLA Vizsla Silver Corp.

-2.5%

-$120,320.8

ESOA Energy Services of America Corporation

-2.09%

-$57,933.28

MBBC Marathon Bancorp Inc.

-2%

-$32,299.2

TIPT Tiptree Inc.

-1.82%

-$18,135.33

AP Ampco-Pittsburgh Corporation

-1.44%

-$1,725

CLST Catalyst Bancorp Inc.

-1.43%

-$2,532.14

ABTC Gryphon Digital Mining, Inc

-1.2%

-$2,417.03

JOF Japan Smaller Capitalization Fund Inc.

-1.16%

-$14,980.55

MNR Mach Natural Resources L.P.

-0.61%

-$9,200

NSSC Napco Security Technologies, Inc.

-0.33%

-$2,847.84

UBCP United Bancorp Inc.

-0.26%

-$707.96

NWFL Norwood Financial Corp

-0.22%

-$871.43

JOB Gee Group Inc.

-0.05%

-$944.97

NSTS Nsts Bancorp Inc.

-0.04%

-$468.87

MAYS J.W. Mays Inc.

-0.03%

-$444.31

Events

Dividends

Dividend Analysis

No Data

Trades 2138	Longs Won 957/2138 44%	Profit Factor 0.42
Profitability	Shorts Won 0/0 0%	Standard Deviation $7.4M
Average Win $290,407.81	Best Trade (Dec 31) $21.67M	Sharpe Ratio -83.56
Average Loss -$562,984.46	Worst Trade (Jun 29) -$278.36M	Z-Score -12.11 (100%)
Commissions $0	Avg. Trade Length 1y 12m	Expectancy -$180,993.63