Rick Hurley Portfolio
Invests via Heirloom Wealth Management | Managed by Rick Hurley, Michael Euston
Invests via Heirloom Wealth Management
Managed by Rick Hurley, Michael Euston
Automatically Tracked
Rick Hurley Profile
Rick Hurley has a notable career characterized by leadership roles in technology and finance. With extensive experience at the intersection of business strategy and operational execution, he has driven innovations within various organizations, enhancing their market competitiveness. Rick's background includes significant contributions to tech-enabled companies, where his focus on growth initiatives has propelled expansion into new markets. His strategic insight is complemented by a deep understanding of capital dynamics, making him a valuable figure in navigating investment opportunities.
Rick Hurley has a notable career characterized by leadership roles in technology and finance. With extensive experience at the intersection of business strategy and operational execution, he has driven innovations within various organizations, enhancing their market competitiveness. Rick's background includes significant contributions to tech-enabled companies, where his focus on growth initiatives has propelled expansion into new markets. His strategic insight is complemented by a deep understanding of capital dynamics, making him a valuable figure in navigating investment opportunities.
Investment Philosophy & Strategy
Capitalizing on a robust technological acumen, Rick Hurley employs a forward-thinking perspective in investment decision-making. His experience at the nexus of strategy and operations informs his focus on identifying high-potential growth opportunities within emerging markets. By leveraging operational insights and strategic foresight, he cultivates innovative business models that not only enhance competitiveness but also yield substantial long-term value. An advocate for entrepreneurial spirit, his approach emphasizes agility in navigating market dynamics while fostering collaboration among diverse teams to drive transformative change.
Capitalizing on a robust technological acumen, Rick Hurley employs a forward-thinking perspective in investment decision-making. His experience at the nexus of strategy and operations informs his focus on identifying high-potential growth opportunities within emerging markets. By leveraging operational insights and strategic foresight, he cultivates innovative business models that not only enhance competitiveness but also yield substantial long-term value. An advocate for entrepreneurial spirit, his approach emphasizes agility in navigating market dynamics while fostering collaboration among diverse teams to drive transformative change.
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:
74.17%
Gain -3.75%
Monthly
0.71%
Yearly
8.89%
Drawdown
23.08%
$564.49M
Equity
Holdings
$564.49M
Investment
$451.69M
$89.02M
Profit -$11.35M
Realized
-$23.77M
Unrealized
$112.8M
Dividends
$19.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.75%
Profit
-$11.35M
Win %
81%
This Week
Compared To Last Week
Gain
-1.23%
Profit
-$7.03M
Win %
81%
This Month
Compared to last month
Gain
-0.33%
Profit
-$1.89M
Win %
81%
This Year
Compared to last year
Gain
5.64%
Profit
$30.14M
Win %
78%
PLTR Palantir Technologies Inc.
+2.36%
+$183,259.44 
ISRG Intuitive Surgical, Inc.
+2.29%
+$160,701.8 
MSFT Microsoft Corp.
+2.11%
+$532,262.4 
GOOG Alphabet Inc
+1.8%
+$623,163.84 
GOOGL Alphabet Inc
+1.66%
+$14,388.48 
EPD Enterprise Products Partners L.P.
+1.63%
+$14,421.89 
MELI MercadoLibre, Inc.
+1.61%
+$218,241.55 
CVX Chevron Corporation
+1.55%
+$4,753.1 
AMZN Amazon.com Inc
+1.33%
+$7,566.9 
CQP Cheniere Energy Partners L.P.
+1.31%
+$15,990 
XOM Exxon Mobil Corporation
+1.04%
+$135,181.62 
V Visa Inc. Class A
+1%
+$332,843.23 
ACN Accenture plc Class A
+0.99%
+$2,754.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.92%
+$8,748.66 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$13,730.64 
SCHE Schwab Emerging Markets Equity ETF
+0.64%
+$14,230.58 
META Meta Platforms Inc Class A
+0.58%
+$156,938.04 
VLUE iShares MSCI USA Value Factor ETF
+0.56%
+$8,207.58 
VOT Vanguard Mid-Cap Growth ETF
+0.48%
+$7,164.21 
PDP Invesco Dorsey Wright Momentum ETF
+0.46%
+$9,301.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.45%
+$3,036.8 
NVDA NVIDIA Corporation
+0.42%
+$143,111.95 
JQUA JPMorgan U.S. Quality Factor ETF
+0.36%
+$5,958.68 
SNPE Xtrackers S&P 500 ESG ETF
+0.29%
+$2,940.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.26%
+$11,764.58 
USMV iShares MSCI USA Min Vol Factor ETF
+0.16%
+$835.14 
SCHA Schwab U.S. Small-Cap ETF
+0.12%
+$317.08 
VOO Vanguard S&P 500 ETF
+0.11%
+$3,043.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.1%
+$18,574.78 
IWB iShares Russell 1000 ETF
+0.1%
+$427.63 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$5,595.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.09%
+$1,587.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.07%
+$295.44 
AVUS Avantis U.S. Equity ETF
+0.04%
+$4,708.4 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.03%
+$122.95 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$769.11 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$152.34 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$24.52 
BRK-B Berkshire Hathaway Inc.
0%
+$494.95 
TRX
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DHI D.R. Horton, Inc.
-2.97%
-$8,772.43 
AAPL Apple Inc.
-2.7%
-$496,451.23 
BX Blackstone Inc.
-2.57%
-$15,820.78 
TSLA Tesla, Inc.
-2.4%
-$11,631.61 
HD The Home Depot, Inc.
-1.91%
-$5,243.49 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
-1.52%
-$4,399.36 
RSG Republic Services, Inc.
-0.85%
-$226,706.1 
PH Parker-Hannifin Corporation
-0.85%
-$124,124 
SPLV Invesco S&P 500 Low Volatility ETF
-0.74%
-$9,180.12 
VGK Vanguard FTSE Europe ETF
-0.7%
-$9,489.37 
ASML ASML Holding N.V. New York Registry Shares
-0.68%
-$135,381.55 
IDV iShares International Select Dividend ETF
-0.64%
-$2,497.82 
IMTM iShares MSCI International Momentum Factor ETF
-0.6%
-$2,486.51 
PDI Pimco Dynamic Income Fund
-0.58%
-$2,091.24 
XLV Health Care Select Sector SPDR Fund
-0.53%
-$54,516.26 
COST Costco Wholesale Corporation
-0.52%
-$7,038.68 
FNDC Schwab Fundamental International Small Company Index ETF
-0.48%
-$6,657.78 
AVDE Avantis International Equity ETF
-0.46%
-$18,866.97 
IEFA iShares Core MSCI EAFE ETF
-0.42%
-$2,161.6 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.41%
-$382,356.75 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.34%
-$12,257.89 
FNDF Schwab Fundamental International Large Company Index ETF
-0.34%
-$7,671.42 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$1,229.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$7,400.48 
CRGY Crescent Energy Inc.
-0.33%
-$2,377.69 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.31%
-$3,400.88 
LIN Linde plc
-0.3%
-$67,148.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$1,620.96 
SCHF Schwab International Equity ETF
-0.26%
-$19,027.54 
QUAL iShares MSCI USA Quality Factor ETF
-0.24%
-$1,693.12 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$489.12 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.21%
-$992.62 
DFIP Dimensional Inflation-Protected Securities ETF
-0.19%
-$15,377.12 
VB Vanguard Small-Cap ETF
-0.19%
-$446.59 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.16%
-$808.48 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.15%
-$944.26 
MUB iShares National Muni Bond ETF
-0.12%
-$678.73 
RPV Invesco S&P 500 Pure Value ETF
-0.12%
-$1,792.98 
AAAU Goldman Sachs Physical Gold ETF
-0.11%
-$8,043.66 
GLD SPDR Gold Shares
-0.11%
-$294.42 
IAUM iShares Gold Trust Micro
-0.09%
-$1,549.77 
JPIE JPMorgan Income ETF
-0.08%
-$887.32 
VEU Vanguard FTSE All-World ex-US ETF
-0.05%
-$518.72 
SCHM Schwab U.S. Mid-Cap ETF
-0.04%
-$116.22 
VO Vanguard Mid-Cap ETF
-0.04%
-$887.71 
VRTX Vertex Pharmaceuticals Incorporated
-0.01%
-$586.45 Events
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Dividends
Dividend Analysis
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| Trades 726 | Longs Won 467/726 64% | Profit Factor 2.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.61M |
| Average Win $345,681.8 | Best Trade (Jul 20) $15.21M | Sharpe Ratio -10.14 |
| Average Loss -$279,575.16 | Worst Trade (Dec 31) -$33.78M | Z-Score 4.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 5d | Expectancy $122,621.81 |
| 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% | 0.36% |
| Consecutive Losing Trades | 2,020 | 1,818 | 1,616 | 1,414 | 1,212 | 1,010 | 808 | 606 | 404 | 202 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Rick Hurley?
The largest contributions to the portfolio's profits come from the following stocks: ASML Holding N.V. New York Registry Shares - $6.17M, Dimensional Inflation-Protected Securities ETF - $4M, NVIDIA Corporation - $3.84M, iShares U.S. Treasury Bond ETF - $3.65M, and PIMCO Active Bond Exchange-Traded Fund - $3.09M. 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: Alphabet Inc - $31.39M, Meta Platforms Inc Class A - $6.08M, Cloudflare Inc - $3.03M, PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $2.24M, and Amazon.com Inc - $1.56M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rick Hurley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.09M earned over time. The largest contributors to dividend income include Dimensional Inflation-Protected Securities ETF - $3.52M, PIMCO Active Bond Exchange-Traded Fund - $3.09M, iShares U.S. Treasury Bond ETF - $2.02M, Exxon Mobil Corporation - $1.08M, and Republic Services, Inc - $799,644.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rick Hurley's monthly returns?
Rick Hurley's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Rick Hurley's strategy be considered aggressive or moderate?
Rick Hurley's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Rick Hurley's strategy?
Rick Hurley'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.
