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:
94.94%
Gain +0.41%
Monthly
0.8%
Yearly
10.05%
Drawdown
26.19%
$585.81M
Equity
Holdings
$585.81M
Investment
$451.69M
$108.05M
Profit +$310,330.95
Realized
-$26.07M
Unrealized
$134.12M
Dividends
$20.55M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$310,330.95
Win %
82%
This Week
Compared To Last Week
Gain
0.05%
Profit
$310,330.95
Win %
82%
This Month
Compared to last month
Gain
-0.57%
Profit
-$3.38M
Win %
82%
This Year
Compared to last year
Gain
9.63%
Profit
$51.46M
Win %
79%
ACN Accenture plc Class A
+6.05%
+$21,582.52 
PLTR Palantir Technologies Inc.
+3.65%
+$358,295.7 
GOOGL Alphabet Inc
+3.23%
+$27,340.61 
GOOG Alphabet Inc
+3.07%
+$1.03M 
META Meta Platforms Inc Class A
+2.72%
+$731,130.78 
ISRG Intuitive Surgical, Inc.
+2.39%
+$179,416.64 
MSFT Microsoft Corp.
+2.04%
+$647,051.52 
COST Costco Wholesale Corporation
+1.54%
+$19,989.52 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$150,236.67 
RSG Republic Services, Inc.
+1.4%
+$371,677.49 
V Visa Inc. Class A
+1.31%
+$451,126.65 
DHI D.R. Horton, Inc.
+1.1%
+$3,006.56 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$224,484.84 
VRTX Vertex Pharmaceuticals Incorporated
+0.82%
+$99,696.5 
HD The Home Depot, Inc.
+0.71%
+$1,770.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$2,459.82 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$2,963.4 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.46%
+$5,222.78 
JQUA JPMorgan U.S. Quality Factor ETF
+0.28%
+$4,812.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.24%
+$11,123.35 
AAPL Apple Inc.
+0.22%
+$40,179.02 
MELI MercadoLibre, Inc.
+0.15%
+$21,450.38 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$182.75 
RPV Invesco S&P 500 Pure Value ETF
+0.05%
+$768.42 
SPLV Invesco S&P 500 Low Volatility ETF
+0.04%
+$487.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$1,153.66 
DFIP Dimensional Inflation-Protected Securities ETF
+0.01%
+$961.07 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 TRX
TRX
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-7.25%
-$1.39M 
NVDA NVIDIA Corporation
-3.4%
-$1.25M 
PDP Invesco Dorsey Wright Momentum ETF
-3.16%
-$63,992.52 
CQP Cheniere Energy Partners L.P.
-2.58%
-$34,125 
MTUM iShares MSCI USA Momentum Factor ETF
-2.38%
-$22,973.1 
PH Parker-Hannifin Corporation
-2.23%
-$326,325.69 
PDI Pimco Dynamic Income Fund
-2.2%
-$7,154.23 
TSLA Tesla, Inc.
-1.76%
-$8,179.08 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
-1.58%
-$5,014.33 
IMTM iShares MSCI International Momentum Factor ETF
-1.54%
-$6,657.43 
IAUM iShares Gold Trust Micro
-1.51%
-$29,002.74 
GLD SPDR Gold Shares
-1.51%
-$4,220.02 
AAAU Goldman Sachs Physical Gold ETF
-1.47%
-$112,611.24 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
-1.35%
-$5,983.81 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.34%
-$31,357.95 
SCHF Schwab International Equity ETF
-1.31%
-$100,574.14 
VEU Vanguard FTSE All-World ex-US ETF
-1.3%
-$14,329.64 
VLUE iShares MSCI USA Value Factor ETF
-1.28%
-$20,170.51 
AMZN Amazon.com Inc
-1.25%
-$7,360.53 
SCHE Schwab Emerging Markets Equity ETF
-1.24%
-$29,093.62 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$8,701.6 
SCHA Schwab U.S. Small-Cap ETF
-1.12%
-$3,012.26 
FNDF Schwab Fundamental International Large Company Index ETF
-0.93%
-$22,161.88 
SCHM Schwab U.S. Mid-Cap ETF
-0.91%
-$2,479.36 
CVX Chevron Corporation
-0.89%
-$3,122.29 
VGK Vanguard FTSE Europe ETF
-0.89%
-$12,146.35 
AVDE Avantis International Equity ETF
-0.87%
-$37,273.77 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$4,485.32 
QQQ Invesco QQQ Trust, Series 1
-0.79%
-$16,762.08 
FNDC Schwab Fundamental International Small Company Index ETF
-0.69%
-$10,057.5 
VOT Vanguard Mid-Cap Growth ETF
-0.68%
-$10,212.76 
AVUS Avantis U.S. Equity ETF
-0.6%
-$81,612.18 
XOM Exxon Mobil Corporation
-0.55%
-$81,286.56 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.55%
-$3,417.34 
EPD Enterprise Products Partners L.P.
-0.54%
-$4,853.52 
VO Vanguard Mid-Cap ETF
-0.52%
-$12,386.61 
CRGY Crescent Energy Inc.
-0.48%
-$4,755.38 
VOO Vanguard S&P 500 ETF
-0.46%
-$13,424.18 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$26,635.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$80,653.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$8,278.2 
IWB iShares Russell 1000 ETF
-0.44%
-$1,898.26 
IDV iShares International Select Dividend ETF
-0.42%
-$1,725.77 
SNPE Xtrackers S&P 500 ESG ETF
-0.39%
-$4,146.18 
LIN Linde plc
-0.39%
-$79,437.28 
VB Vanguard Small-Cap ETF
-0.37%
-$885.08 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.34%
-$1,718.02 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.28%
-$1,374.39 
BX Blackstone Inc.
-0.16%
-$1,019.08 
JPIE JPMorgan Income ETF
-0.15%
-$1,774.64 
JNK SPDR Bloomberg High Yield Bond ETF
-0.12%
-$539.33 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.1%
-$91,765.62 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.09%
-$344.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$462.07 
MUB iShares National Muni Bond ETF
-0.06%
-$339.37 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.04%
-$1,549.67 
QUAL iShares MSCI USA Quality Factor ETF
-0.03%
-$193.5 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 726 | Longs Won 486/726 66% | Profit Factor 2.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.65M |
| Average Win $377,889.34 | Best Trade (Aug 05) $16.65M | Sharpe Ratio -9.31 |
| Average Loss -$315,021.85 | Worst Trade (Dec 31) -$33.78M | Z-Score 4.8 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 6d | Expectancy $148,827.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 1,859 | 1,673 | 1,487 | 1,301 | 1,115 | 929 | 743 | 558 | 372 | 186 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 178,748 | $7.98M | $7.55M | - | -$430,951.16 | -5.4% | -1.47% |
| AAPL Apple Inc. | 55,039 | $9.32M | $18.33M | - | $9.01M | 96.72% | +0.22% |
| ACN Accenture plc Class A | 1,940 | $804,059.05 | $378,348.5 | - | -$425,710.55 | -52.95% | +6.049% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,161 | $611,602.47 | $590,870.7 | - | -$20,731.77 | -3.39% | -0.078% |
| AMZN Amazon.com Inc | 2,293 | $421,672.15 | $581,436.01 | - | $159,763.86 | 37.89% | -1.25% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 10,106 | $432,996.01 | $496,912.02 | - | $63,916.01 | 14.76% | -0.345% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 8,993 | $492,905.37 | $620,337.14 | - | $127,431.77 | 25.85% | -0.548% |
| ASML ASML Holding N.V. New York Registry Shares | 11,329 | $7.58M | $17.85M | - | $10.27M | 135.47% | -7.248% |
| AVDE Avantis International Equity ETF | 46,017 | $3.69M | $4.24M | - | $546,266.25 | 14.79% | -0.872% |
| AVUS Avantis U.S. Equity ETF | 104,631 | $11.46M | $13.48M | - | $2.03M | 17.69% | -0.602% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 1.02M | $94.1M | $90.49M | - | -$3.61M | -3.83% | -0.101% |
| BRK-B Berkshire Hathaway Inc. | 49,446 | $18.02M | $25.46M | - | $7.44M | 41.26% | +0.89% |
| BX Blackstone Inc. | 4,853 | $503,970.56 | $622,639.9 | - | $118,669.34 | 23.55% | -0.163% |
| COST Costco Wholesale Corporation | 1,435 | $946,470.05 | $1.32M | - | $371,864.45 | 39.29% | +1.54% |
| CQP Cheniere Energy Partners L.P. | 19,500 | $1.26M | $1.29M | - | $26,520 | 2.1% | -2.583% |
| CRGY Crescent Energy Inc. | 67,934 | $917,109 | $991,157.06 | - | $74,048.06 | 8.07% | -0.477% |
| CVX Chevron Corporation | 1,639 | $266,899.38 | $347,722.04 | - | $80,822.66 | 30.28% | -0.89% |
| DFIP Dimensional Inflation-Protected Securities ETF | 192,214 | $7.99M | $7.64M | - | -$349,760.07 | -4.38% | +0.013% |
| DHI D.R. Horton, Inc. | 1,978 | $271,421.16 | $275,752.98 | - | $4,331.82 | 1.6% | +1.102% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 12,146 | $1.11M | $1.15M | - | $36,923.84 | 3.33% | +0.458% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $6.19M, Dimensional Inflation-Protected Securities ETF - $4.09M, PIMCO Active Bond Exchange-Traded Fund - $3.91M, NVIDIA Corporation - $3.84M, and iShares U.S. Treasury Bond ETF - $3.65M. 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 - $31.37M, Meta Platforms Inc Class A - $6.08M, Cloudflare Inc - $3.03M, PayPal Holdings Inc - $2.63M, and PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $2.24M. 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 $20.55M earned over time. The largest contributors to dividend income include PIMCO Active Bond Exchange-Traded Fund - $3.91M, Dimensional Inflation-Protected Securities ETF - $3.61M, iShares U.S. Treasury Bond ETF - $2.02M, Exxon Mobil Corporation - $1.18M, and Republic Services, Inc - $763,516.84. 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.
