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Marshall McCormick Portfolio
Invests via Fingerlakes Wealth Management Inc. | Managed by Marshall McCormick, Susan McCormick, Melissa Vanderhoof, Ksenia Trikoz
Invests via Fingerlakes Wealth Management Inc.
Managed by Marshall McCormick, Susan McCormick, Melissa Vanderhoof, Ksenia Trikoz
Automatically Tracked
Marshall McCormick Profile
With a strong background in technology-driven enterprises, Marshall McCormick has established himself as a significant player in the startup ecosystem. Known for his innovative approach, he has successfully navigated multiple founding roles, leading teams to develop cutting-edge solutions that disrupt traditional markets. His expertise lies in scaling emerging businesses and leveraging strategic partnerships to enhance market presence. Over the years, McCormick's ventures have attracted notable investment interest due to their potential for transformative impact within their respective sectors. His ability to blend technical knowledge with entrepreneurial acumen positions him as a vital contributor to advancements in entrepreneurship and investment dynamics.
With a strong background in technology-driven enterprises, Marshall McCormick has established himself as a significant player in the startup ecosystem. Known for his innovative approach, he has successfully navigated multiple founding roles, leading teams to develop cutting-edge solutions that disrupt traditional markets. His expertise lies in scaling emerging businesses and leveraging strategic partnerships to enhance market presence. Over the years, McCormick's ventures have attracted notable investment interest due to their potential for transformative impact within their respective sectors. His ability to blend technical knowledge with entrepreneurial acumen positions him as a vital contributor to advancements in entrepreneurship and investment dynamics.
Investment Philosophy & Strategy
Opportunities within technology sectors are at the forefront of Marshall McCormick's investment approach. With a focus on startups, he prioritizes ventures that showcase innovation and scalable business models. This dynamic founder draws upon extensive experience in aligning product development with market needs, often establishing strategic collaborations to accelerate growth trajectories. By concentrating on industries ripe for disruption, he actively seeks companies capable of reshaping traditional paradigms. His commitment to fostering transformational change not only enhances value creation but also positions his portfolio for sustained relevance in an evolving landscape.
Opportunities within technology sectors are at the forefront of Marshall McCormick's investment approach. With a focus on startups, he prioritizes ventures that showcase innovation and scalable business models. This dynamic founder draws upon extensive experience in aligning product development with market needs, often establishing strategic collaborations to accelerate growth trajectories. By concentrating on industries ripe for disruption, he actively seeks companies capable of reshaping traditional paradigms. His commitment to fostering transformational change not only enhances value creation but also positions his portfolio for sustained relevance in an evolving 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:
45.91%
Gain +0.13%
Monthly
0.69%
Yearly
8.54%
Drawdown
17.24%
$175.49M
Equity
Holdings
$175.49M
Investment
$114.51M
$62.78M
Profit +$271,332.73
Realized
$1.8M
Unrealized
$60.98M
Dividends
$5.34M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.13%
Profit
$271,332.73
Win %
93%
This Week
Compared To Last Week
Gain
-1.87%
Profit
-$3.34M
Win %
93%
This Month
Compared to last month
Gain
-1.73%
Profit
-$3.09M
Win %
93%
This Year
Compared to last year
Gain
7.56%
Profit
$12.78M
Win %
92%
T AT&T Inc.
+1.98%
+$3,149.51 
BTI British American Tobacco p.l.c. ADR
+1.35%
+$3,959.1 
XOM Exxon Mobil Corporation
+1.24%
+$7,410.6 
GOOGL Alphabet Inc
+1.21%
+$18,904.98 
AMAT Applied Materials, Inc.
+1.18%
+$35,733.34 
MTUM iShares MSCI USA Momentum Factor ETF
+1.17%
+$8,482.02 
VTN Invesco Trust for Investment Grade New York Municipals
+1.16%
+$1,361.23 
FREL Fidelity MSCI Real Estate Index ETF
+1.1%
+$7,820.48 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.07%
+$10,141.85 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.05%
+$8,103.27 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.05%
+$6,585.9 
NEE NextEra Energy, Inc.
+1.04%
+$14,566.64 
VNQ Vanguard Real Estate ETF
+1.03%
+$8,332.5 
CAT Caterpillar Inc.
+1.03%
+$10,642.19 
RPV Invesco S&P 500 Pure Value ETF
+1.02%
+$6,670.54 
SLYG SPDR S&P 600 Small Cap Growth ETF
+1.02%
+$5,059.32 
NRO Neuberger Berman Real Estate Fund
+1%
+$431.58 
GOOG Alphabet Inc
+1%
+$14,521.24 
SPHB Invesco S&P 500 High Beta ETF
+0.99%
+$5,182.71 
PVAL Putnam Focused Large Cap Value ETF
+0.92%
+$2,173.87 
USRT iShares Core U.S. REIT ETF
+0.9%
+$3,297.49 
CSX CSX Corporation
+0.83%
+$10,132.93 
MCD McDonald's Corporation
+0.77%
+$3,937.1 
SCHM Schwab U.S. Mid-Cap ETF
+0.7%
+$3,008 
VO Vanguard Mid-Cap ETF
+0.7%
+$18,532.56 
MGV Vanguard Mega Cap Value ETF
+0.69%
+$61,852.53 
JNJ Johnson & Johnson
+0.68%
+$4,035.42 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.68%
+$4,013.33 
VYM Vanguard High Dividend Yield ETF
+0.65%
+$5,397.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.65%
+$22,619.23 
IWR iShares Russell Mid-Cap ETF
+0.64%
+$1,740.18 
SHE SPDR MSCI USA Gender Diversity ETF
+0.64%
+$3,746.93 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.6%
+$4,974.84 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.59%
+$8,412.3 
DGRO iShares Core Dividend Growth ETF
+0.55%
+$12,962.94 
EQIX Equinix, Inc.
+0.55%
+$2,532.64 
DSI iShares MSCI KLD 400 Social ETF
+0.55%
+$16,198.87 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$1,491.6 
IJH iShares Core S&P Mid-Cap ETF
+0.54%
+$2,178.33 
WM Waste Management, Inc.
+0.5%
+$958.06 
VOT Vanguard Mid-Cap Growth ETF
+0.49%
+$13,638.24 
VB Vanguard Small-Cap ETF
+0.49%
+$3,609.32 
QWLD SPDR MSCI World StrategicFactors ETF
+0.48%
+$22,763.87 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
+0.44%
+$2,343.37 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.4%
+$21,697.21 
VIG Vanguard Dividend Appreciation ETF
+0.37%
+$1,972.84 
HD The Home Depot, Inc.
+0.36%
+$3,478.61 
IVV iShares Core S&P 500 ETF
+0.36%
+$8,423.28 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.35%
+$9,191.76 
ESGU iShares ESG Aware MSCI USA ETF
+0.31%
+$8,729.93 
VOO Vanguard S&P 500 ETF
+0.3%
+$4,352.82 
QQMG Invesco ESG Nasdaq 100 ETF
+0.3%
+$12,173.53 
VGT Vanguard Information Technology ETF
+0.3%
+$19,359.2 
SPY SPDR S&P 500 ETF Trust
+0.3%
+$5,569.95 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.26%
+$5,975.35 
SUSA iShares MSCI USA ESG Select ETF
+0.26%
+$7,233.77 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$5,602.3 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.22%
+$8,898.67 
XLI Industrial Select Sector SPDR Fund
+0.21%
+$892.81 
VSGX Vanguard ESG International Stock ETF
+0.21%
+$565.08 
XLK State Street Technology Select Sector SPDR ETF
+0.21%
+$17,105.32 
FTEC Fidelity MSCI Information Technology Index ETF
+0.18%
+$9,356.55 
ESGV Vanguard ESG U.S. Stock ETF
+0.18%
+$5,212.03 
NULG Nuveen ESG Large-Cap Growth ETF
+0.16%
+$736.58 
GLW Corning Incorporated
+0.14%
+$427.25 
VT Vanguard Total World Stock ETF
+0.14%
+$3,065.85 
VBK Vanguard Small-Cap Growth ETF
+0.12%
+$1,118.43 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$11,855.96 
COST Costco Wholesale Corporation
+0.12%
+$398.72 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.1%
+$1,594.2 
GLD SPDR Gold Shares
+0.1%
+$242.81 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.07%
+$783.92 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.07%
+$418.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$717.25 
DTN WisdomTree U.S. Dividend ex-Financials Fund
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 
PL PLANET LABS PBC
-11.21%
-$38,300 
AMZN Amazon.com Inc
-2.12%
-$18,830.31 
ORCL Oracle Corporation
-1.73%
-$5,237.98 
AAPL Apple Inc.
-1.37%
-$124,706.96 
MDLZ Mondelez International, Inc.
-1.36%
-$3,415.02 
LLY Eli Lilly and Company
-1.24%
-$15,101.63 
IBM International Business Machines Corporation
-1.08%
-$4,070.69 
LMT Lockheed Martin Corporation
-1.03%
-$4,135.79 
MSFT Microsoft Corp.
-0.77%
-$26,717.46 
LOW Lowe's Companies Inc.
-0.42%
-$6,179.87 
IWY iShares Russell Top 200 Growth ETF
-0.39%
-$9,471.84 
IWP iShares Russell Mid-Cap Growth ETF
-0.31%
-$1,737.2 
PEP PepsiCo, Inc.
-0.28%
-$568.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.27%
-$22,118.4 
VUG Vanguard Growth ETF
-0.24%
-$2,436.63 
NUMG Nuveen ESG Mid-Cap Growth ETF
-0.24%
-$1,125.19 
CSCO Cisco Systems, Inc.
-0.23%
-$1,409.61 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$21,138 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$499.39 
NVDA NVIDIA Corporation
-0.03%
-$169.54 
IUSG iShares Core S&P U.S. Growth ETF
-0.03%
-$88.68 Events
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Dividends
Dividend Analysis
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| Trades 1462 | Longs Won 1079/1462 73% | Profit Factor 23.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,764 |
| Average Win $60,716.57 | Best Trade (Jun 12) $4.94M | Sharpe Ratio -19.29 |
| Average Loss -$7,135.99 | Worst Trade (Jun 12) -$514,531.6 | Z-Score 27.89 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 5d | Expectancy $42,941.24 |
| 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% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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Returns
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