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:
83.02%
Gain -1.7%
Monthly
1.21%
Yearly
15.53%
Drawdown
23.91%
$180.66M
Equity
Holdings
$180.66M
Investment
$121.09M
$61.55M
Profit -$2.01M
Realized
$1.99M
Unrealized
$59.57M
Dividends
$5.68M
Goals
Avg. 44% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.7%
Profit
-$2.01M
Win %
87%
This Week
Compared To Last Week
Gain
-1.64%
Profit
-$3.01M
Win %
87%
This Month
Compared to last month
Gain
-2.42%
Profit
-$4.48M
Win %
87%
This Year
Compared to last year
Gain
-2.43%
Profit
-$4.49M
Win %
86%
SHE SPDR MSCI USA Gender Diversity ETF
+67.29%
+$239.26 
GLW Corning Incorporated
+1.3%
+$3,464 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.07%
+$215.46 
QQMG Invesco ESG Nasdaq 100 ETF
0%
+$33.91 
AMAT Applied Materials, Inc.
0%
$0 
BBUS JPMorgan Betabuilders U.S. Equity Fund
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BTI British American Tobacco p.l.c. ADR
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
-$0.01 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
+$0.2 
DSI iShares MSCI KLD 400 Social ETF
0%
+$0.23 
EAD Allspring Income Opportunities Fund
0%
$0 
EQIX Equinix, Inc.
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
+$0.01 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FREL Fidelity MSCI Real Estate Index ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
GOOG Alphabet Inc
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
-$0.04 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWY iShares Russell Top 200 Growth ETF
0%
+$0.04 
JNJ Johnson & Johnson
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LOW Lowe's Companies Inc.
0%
-$0.07 
MDLZ Mondelez International, Inc.
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
+$0.02 
NEE NextEra Energy, Inc.
0%
$0 
NRO Neuberger Real Estate Securities Income Fund Inc.
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
NUMG Nuveen ESG Mid-Cap Growth ETF
0%
$0 
NUMV Nuveen ESG Mid-Cap Value ETF
0%
$0 
PL PLANET LABS PBC
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QTEC First Trust NASDAQ-100 Technology Index Fund
0%
-$0.02 
RPV Invesco S&P 500 Pure Value ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
+$0.26 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCZ iShares MSCI EAFE Small-Cap ETF
0%
+$0.01 
SLYG SPDR S&P 600 Small Cap Growth ETF
0%
$0 
SPHB Invesco S&P 500 High Beta ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
$0 
USRT iShares Core U.S. REIT ETF
0%
$0 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
0%
$0 
VBK Vanguard Small-Cap Growth ETF
0%
+$0.03 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.02 
VO Vanguard Mid-Cap ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
+$0.1 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VT Vanguard Total World Stock ETF
0%
-$0.06 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
+$0.05 
XLI Industrial Select Sector SPDR Fund
0%
-$0.02 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$109,311.98 
ORCL Oracle Corporation
-4.61%
-$9,378.6 
AMZN Amazon.com Inc
-4.57%
-$41,391.85 
HD The Home Depot, Inc.
-2.03%
-$19,923.47 
GLD SPDR Gold Shares
-2%
-$4,742.4 
NVDA NVIDIA Corporation
-1.56%
-$7,939.8 
AAPL Apple Inc.
-1.3%
-$129,683.34 
SPY SPDR S&P 500 ETF Trust
-1.24%
-$23,204.14 
VOO Vanguard S&P 500 ETF
-1.23%
-$17,842.04 
IUSV iShares Core S&P U.S. Value ETF
-0.66%
-$2,101.6 
VB Vanguard Small-Cap ETF
-0.49%
-$3,643.2 
VNQ Vanguard Real Estate ETF
-0.33%
-$2,736.34 
IJH iShares Core S&P Mid-Cap ETF
-0.32%
-$1,277.04 
MCD McDonald's Corporation
-0.29%
-$1,407.58 
COST Costco Wholesale Corporation
-0.14%
-$445 
QWLD SPDR MSCI World StrategicFactors ETF
0%
-$134.06 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
0%
-$3.54 Events
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Dividends
Dividend Analysis
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| Trades 1559 | Longs Won 1114/1559 71% | Profit Factor 22.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $220,588.26 |
| Average Win $57,856.26 | Best Trade (Jul 24) $4.66M | Sharpe Ratio -109.3 |
| Average Loss -$6,515 | Worst Trade (Jul 24) -$520,524.29 | Z-Score 26.81 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 5d | Expectancy $39,482.02 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Marshall McCormick?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $521,814.04, Vanguard Mega Cap Value ETF - $421,339.87, Vanguard Information Technology ETF - $406,203.17, Vanguard Mega Cap Growth ETF - $353,323.8, and State Street Technology Select Sector SPDR ETF - $331,912.38. 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: Vanguard Long-Term Corporate Bond Fund - $96,964.79, CSX Corporation - $91,148.26, Western Union Co - $71,907.91, Pfizer Inc - $52,549.75, and iShares Russell Mid-Cap ETF - $43,652.71. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marshall McCormick's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.68M earned over time. The largest contributors to dividend income include Vanguard Mega Cap Value ETF - $393,197.32, VANGUARD TOTAL STOCK MKT ETF - $229,519.29, SPDR MSCI World StrategicFactors ETF - $214,583.29, SPDR Dow Jones Industrial Average ETF Trust - $191,133.07, and Invesco QQQ Trust, Series 1 - $182,448.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marshall McCormick's monthly returns?
Marshall McCormick'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 Marshall McCormick's strategy be considered aggressive or moderate?
Marshall McCormick's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Marshall McCormick's strategy?
Marshall McCormick's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
