RH
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:
23.44%
Gain +0.13%
Monthly
0.15%
Yearly
1.79%
Drawdown
20.53%
$589.6M
Equity
Holdings
$589.6M
Investment
$467.31M
$98.52M
Profit +$917,315.42
Realized
-$23.77M
Unrealized
$122.29M
Dividends
$17.84M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$917,315.42
Win %
77%
This Week
Compared To Last Week
Gain
-0.98%
Profit
-$5.84M
Win %
77%
This Month
Compared to last month
Gain
-1.42%
Profit
-$8.51M
Win %
77%
This Year
Compared to last year
Gain
-2.95%
Profit
-$2.84M
Win %
75%
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
+2.34%
+$7,046.55 
TSLA Tesla, Inc.
+1.82%
+$9,274.72 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$17,277 
ACN Accenture plc Class A
+1.64%
+$5,315.6 
LIN Linde plc
+1.58%
+$356,809.44 
BX Blackstone Inc.
+1.56%
+$9,172.17 
RPV Invesco S&P 500 Pure Value ETF
+1.31%
+$19,466.64 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$3,131.16 
PDP Invesco Dorsey Wright Momentum ETF
+1.1%
+$23,662.38 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$2,944.24 
V Visa Inc. Class A
+1.03%
+$304,302.69 
VO Vanguard Mid-Cap ETF
+0.97%
+$22,708.75 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.94%
+$4,352.23 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$2,074.75 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$20,555.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$3,242.49 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$10,479.96 
RSG Republic Services, Inc.
+0.86%
+$213,581.01 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+0.8%
+$3,592.75 
CRGY Crescent Energy Inc.
+0.78%
+$6,114.06 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$5,372.82 
SNPE Xtrackers S&P 500 ESG ETF
+0.77%
+$7,840.04 
VOT Vanguard Mid-Cap Growth ETF
+0.75%
+$11,229.01 
JQUA JPMorgan U.S. Quality Factor ETF
+0.74%
+$11,917.36 
CVX Chevron Corporation
+0.74%
+$2,245.43 
VB Vanguard Small-Cap ETF
+0.73%
+$1,745.79 
HD The Home Depot, Inc.
+0.72%
+$1,900.08 
IMTM iShares MSCI International Momentum Factor ETF
+0.7%
+$2,967.77 
AVUS Avantis U.S. Equity ETF
+0.69%
+$91,028.97 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$165,644.59 
COST Costco Wholesale Corporation
+0.68%
+$9,557.1 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$174,261.39 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$11,340 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$108,027.5 
AVDE Avantis International Equity ETF
+0.6%
+$24,849.18 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$12,541.84 
VOO Vanguard S&P 500 ETF
+0.58%
+$16,384.25 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$32,376.34 
FNDC Schwab Fundamental International Small Company Index ETF
+0.56%
+$7,932.68 
IWB iShares Russell 1000 ETF
+0.55%
+$2,315.46 
GOOGL Alphabet Inc
+0.53%
+$4,771.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$3,579.78 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$7,123.56 
GOOG Alphabet Inc
+0.45%
+$159,784.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,209.08 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$4,344.28 
FNDF Schwab Fundamental International Large Company Index ETF
+0.35%
+$8,097.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$8,040.5 
IDV iShares International Select Dividend ETF
+0.32%
+$1,271.62 
SCHF Schwab International Equity ETF
+0.29%
+$21,745.76 
XOM Exxon Mobil Corporation
+0.28%
+$36,225.14 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$1,618.74 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$1,188.88 
VGK Vanguard FTSE Europe ETF
+0.17%
+$2,353.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$6,543.15 
NVDA NVIDIA Corporation
+0.14%
+$46,469.29 
MSFT Microsoft Corp.
+0.1%
+$25,651.2 
PH Parker-Hannifin Corporation
+0.09%
+$12,166 
AAAU Goldman Sachs Physical Gold ETF
+0.08%
+$6,256.18 
IAUM iShares Gold Trust Micro
+0.07%
+$1,328.37 
GLD SPDR Gold Shares
+0.06%
+$161.22 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$3,845.55 
JNK SPDR Bloomberg High Yield Bond ETF
+0.04%
+$171.6 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$411.72 
JPIE JPMorgan Income ETF
+0.01%
+$126.76 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
TRX
0%
$0 
CQP Cheniere Energy Partners L.P.
-3.81%
-$48,750 
PLTR Palantir Technologies Inc.
-2.36%
-$181,497.33 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$407,050.97 
AAPL Apple Inc.
-1.52%
-$247,675.5 
MELI MercadoLibre, Inc.
-1.27%
-$152,469.6 
AMZN Amazon.com Inc
-1.23%
-$6,787.28 
PDI Pimco Dynamic Income Fund
-0.67%
-$2,425.83 
ISRG Intuitive Surgical, Inc.
-0.44%
-$36,818.82 
META Meta Platforms Inc Class A
-0.26%
-$60,201.1 
DHI D.R. Horton, Inc.
-0.21%
-$652.74 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$17,115.32 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$4,649.01 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$708.51 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$971.68 
EPD Enterprise Products Partners L.P.
-0.07%
-$577.8 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$30,588.54 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$2,697.67 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.02%
-$101.06 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$980.29 
MUB iShares National Muni Bond ETF
-0.01%
-$52.2 Events
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Dividends
Dividend Analysis
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| Trades 726 | Longs Won 458/726 63% | Profit Factor 2.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $368,540.22 | Best Trade (Jun 10) $16M | Sharpe Ratio -8.42 |
| Average Loss -$262,211.69 | Worst Trade (Dec 31) -$33.78M | Z-Score 7.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 3d | Expectancy $135,700.67 |
| 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% | 0.2% |
| Consecutive Losing Trades | 2,247 | 2,022 | 1,798 | 1,573 | 1,348 | 1,124 | 899 | 674 | 449 | 225 |
Hover over the desired column for a detailed explanation.
Returns
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