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:
94.65%
Gain -0.08%
Monthly
1.24%
Yearly
15.99%
Drawdown
23.99%
$185.46M
Equity
Holdings
$185.46M
Investment
$121.09M
$65.8M
Profit -$87,000.21
Realized
$1.43M
Unrealized
$64.37M
Dividends
$5.72M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$87,000.21
Win %
88%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$1.76M
Win %
88%
This Month
Compared to last month
Gain
-0.71%
Profit
-$1.32M
Win %
88%
This Year
Compared to last year
Gain
0.17%
Profit
$313,909.93
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$133,459.88 
GOOG Alphabet Inc
+6.88%
+$92,477.22 
GOOGL Alphabet Inc
+6.73%
+$100,665.6 
MSFT Microsoft Corp.
+3.02%
+$121,340.49 
NVDA NVIDIA Corporation
+2.93%
+$13,738.28 
GLW Corning Incorporated
+2.24%
+$5,247.96 
CSCO Cisco Systems, Inc.
+2.14%
+$12,286.08 
ORCL Oracle Corporation
+1.81%
+$3,735.27 
LMT Lockheed Martin Corporation
+1.5%
+$6,360.31 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$15,921.78 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+1.43%
+$39,036.93 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$4,228.02 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$41,336.27 
PL PLANET LABS PBC
+1.29%
+$2,600 
AMAT Applied Materials, Inc.
+1.18%
+$32,456.01 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$99,777.36 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$138,275.35 
VUG Vanguard Growth ETF
+1.1%
+$10,991.67 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$1,996.09 
IBM International Business Machines Corporation
+0.86%
+$2,618.58 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$22,060.55 
MCD McDonald's Corporation
+0.82%
+$4,021.62 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,507.55 
QQMG Invesco ESG Nasdaq 100 ETF
+0.77%
+$30,943.97 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$32,377.96 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,424.83 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,298.42 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$20,738.92 
CAT Caterpillar Inc.
+0.7%
+$6,526.16 
IVV iShares Core S&P 500 ETF
+0.69%
+$16,138.24 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$21,926.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$8,480.07 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$60,801.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$13,784.4 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$886.95 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$18,995.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$28,616.94 
CSX CSX Corporation
+0.42%
+$5,400.15 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$1,247.42 
NZAC SPDR MSCI ACWI Climate Paris Aligned ETF
+0.4%
+$2,156.47 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,500.2 
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.35%
+$1,729.61 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$748.34 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$1,949.98 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$1,968.78 
VT Vanguard Total World Stock ETF
+0.26%
+$5,713.35 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$1,191.32 
QWLD SPDR MSCI World StrategicFactors ETF
+0.22%
+$11,547.52 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$6,279.36 
JNJ Johnson & Johnson
+0.21%
+$1,449.02 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$6,039.6 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$987.36 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$140.25 
SPHB Invesco S&P 500 High Beta ETF
+0.05%
+$216.4 
SHE SPDR MSCI USA Gender Diversity ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
EAD Allspring Income Opportunities Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$751,734.16 
EQIX Equinix, Inc.
-2.7%
-$12,684.25 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$4,960.8 
GLD SPDR Gold Shares
-1.49%
-$3,506.87 
MDLZ Mondelez International, Inc.
-1.22%
-$3,120.82 
NEE NextEra Energy, Inc.
-1.15%
-$16,835.69 
LOW Lowe's Companies Inc.
-1.08%
-$14,938.88 
XOM Exxon Mobil Corporation
-0.97%
-$6,626.43 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$12,031.9 
NRO Neuberger Real Estate Securities Income Fund Inc.
-0.66%
-$321 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$4,887.21 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$4,947.84 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,195.68 
VNQ Vanguard Real Estate ETF
-0.54%
-$4,477.68 
USRT iShares Core U.S. REIT ETF
-0.54%
-$2,062.01 
LLY Eli Lilly and Company
-0.53%
-$6,491.67 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,016.39 
HD The Home Depot, Inc.
-0.42%
-$4,108.9 
VGT Vanguard Information Technology ETF
-0.38%
-$24,193.52 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,050.56 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$2,393.81 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$18,753.37 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,779.83 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$783.99 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$7,496.43 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,890.67 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,162.99 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,327.2 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,085.4 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$547 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.25%
-$2,104.85 
COST Costco Wholesale Corporation
-0.24%
-$811.67 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$23,151.88 
VB Vanguard Small-Cap ETF
-0.22%
-$1,669.75 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$710 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$17,175.93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$420.96 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,866.06 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$431.52 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$425.68 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$168.21 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1,085.18 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,331.92 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1559 | Longs Won 1128/1559 72% | Profit Factor 22.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $228,040.07 |
| Average Win $61,044.43 | Best Trade (Aug 17) $5M | Sharpe Ratio -10.62 |
| Average Loss -$7,094.76 | Worst Trade (Aug 02) -$203,178.91 | Z-Score 29.25 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w | Expectancy $42,206.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 30,658 | $5.36M | $9.47M | - | $4.11M | 76.8% | -7.354% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 2,268 | $224,683.31 | $300,986.3 | - | $76,302.99 | 33.96% | +0.416% |
| AMAT Applied Materials, Inc. | 5,501 | $736,453.11 | $2.79M | - | $2.06M | 279.21% | +1.176% |
| AMZN Amazon.com Inc | 3,699 | $559,238.72 | $1M | - | $445,335.66 | 79.63% | +15.321% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 33,379 | $3.46M | $4.49M | - | $1.03M | 29.75% | +0.726% |
| BND Vanguard Total Bond Market Index Fund | 6,121 | $454,580.97 | $442,119.83 | - | -$12,461.14 | -2.74% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 4,570 | $1.61M | $2.34M | - | $725,491.57 | 45% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 4,770 | $174,675.48 | $289,300.5 | - | $114,625.02 | 65.62% | -1.686% |
| CAT Caterpillar Inc. | 1,151 | $262,490.23 | $937,846.31 | - | $675,356.08 | 257.29% | +0.701% |
| CHRW C.H. Robinson Worldwide, Inc. | 1,095 | $202,301.25 | $161,764.35 | - | -$40,536.9 | -20.04% | +0.551% |
| COST Costco Wholesale Corporation | 356 | $329,524.28 | $338,872.84 | - | $9,348.56 | 2.84% | -0.239% |
| CSCO Cisco Systems, Inc. | 5,056 | $298,057.57 | $586,445.44 | - | $288,387.87 | 96.76% | +2.14% |
| CSX CSX Corporation | 25,715 | $963,651.71 | $1.3M | - | $332,384.29 | 34.49% | +0.418% |
| DGRO iShares Core Dividend Growth ETF | 34,075 | $1.98M | $2.66M | - | $680,260.69 | 34.39% | -0.281% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 6,760 | $2.34M | $3.54M | - | $1.2M | 51.22% | +0.539% |
| DSI iShares MSCI KLD 400 Social ETF | 22,588 | $2.19M | $3.2M | - | $1M | 45.65% | +1.311% |
| EAD Allspring Income Opportunities Fund | 21,769 | $152,059.67 | $137,144.7 | - | -$14,914.97 | -9.81% | 0.0 |
| EQIX Equinix, Inc. | 449 | $335,701.44 | $457,656.73 | - | $121,955.29 | 36.33% | -2.697% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 7,731 | $646,800.55 | $809,435.7 | - | $162,635.15 | 25.14% | -0.608% |
| ESGE iShares ESG Aware MSCI EM ETF | 4,247 | $232,268.43 | $218,805.44 | - | -$13,462.99 | -5.8% | +0.921% |
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 Marshall McCormick?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $515,924.34, Vanguard Mega Cap Value ETF - $407,128.25, Vanguard Information Technology ETF - $405,909.97, Vanguard Mega Cap Growth ETF - $351,419.54, 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: Netflix, Inc - $116,824.5, PayPal Holdings Inc - $114,754.05, Vanguard Long-Term Corporate Bond Fund - $96,964.79, CSX Corporation - $91,148.26, and Western Union Co - $71,907.91. 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 $5.72M earned over time. The largest contributors to dividend income include Vanguard Mega Cap Value ETF - $378,985.7, VANGUARD TOTAL STOCK MKT ETF - $229,855.06, SPDR MSCI World StrategicFactors ETF - $214,583.29, SPDR Dow Jones Industrial Average ETF Trust - $186,971.87, and Vanguard Real Estate ETF - $177,317.06. 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.
