MV
Michele Vadala Portfolio
Invests via TIMUCUAN ASSET MANAGEMENT Inc./FL | Managed by Michele Vadala
Invests via TIMUCUAN ASSET MANAGEMENT Inc./FL
Managed by Michele Vadala
Automatically Tracked
Michele Vadala Profile
Michele Vadala stands out in the technology commercialization space, leveraging extensive expertise in transforming innovative concepts into viable market solutions. With a proven track record of driving growth within dynamic sectors, Vadala excels at aligning entrepreneurial vision with business execution to enhance value creation. His leadership has catalyzed the launch of disruptive products that resonate with contemporary consumer demands and industry standards. Recognized for his ability to navigate complex project ecosystems, he has contributed significantly to ventures that bridge gaps between cutting-edge research and commercial viability, positioning himself as an essential figure among peers and stakeholders alike.
Michele Vadala stands out in the technology commercialization space, leveraging extensive expertise in transforming innovative concepts into viable market solutions. With a proven track record of driving growth within dynamic sectors, Vadala excels at aligning entrepreneurial vision with business execution to enhance value creation. His leadership has catalyzed the launch of disruptive products that resonate with contemporary consumer demands and industry standards. Recognized for his ability to navigate complex project ecosystems, he has contributed significantly to ventures that bridge gaps between cutting-edge research and commercial viability, positioning himself as an essential figure among peers and stakeholders alike.
Investment Philosophy & Strategy
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:
41.68%
Gain -0.01%
Monthly
0.37%
Yearly
4.58%
Drawdown
27.07%
$496.96B
Equity
Holdings
$496.96B
Investment
$557.62B
$457.61B
Profit -$100.49M
Realized
$518.27B
Unrealized
-$60.66B
Dividends
$303.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$100.49M
Win %
68%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$136.58M
Win %
68%
This Month
Compared to last month
Gain
-0.02%
Profit
-$131.38M
Win %
68%
This Year
Compared to last year
Gain
15.12%
Profit
$61.75B
Win %
70%
SW Smurfit WestRock PLC
+3.73%
+$171,150 
GE General Electric Company
+3.26%
+$33,750.04 
IBP Installed Building Products Inc.
+3.09%
+$4.02M 
ANET Arista Networks, Inc.
+3.05%
+$5.37M 
GOOS Canada Goose Holdings Inc.
+2.56%
+$334,119.75 
FND Floor & Decor Holdings, Inc.
+2.28%
+$2.71M 
JOE The St. Joe Company
+2.1%
+$8,100 
WHR Whirlpool Corporation
+2.07%
+$35,962.55 
PATK Patrick Industries Inc.
+1.88%
+$207,480 
FMCC Freddie Mac
+1.75%
+$31,865.6 
CRS Carpenter Technology Corporation
+1.68%
+$70,396.9 
ADI Analog Devices, Inc.
+1.37%
+$1.1M 
SGI Somnigroup International Inc.
+1.28%
+$2.5M 
ABT Abbott Laboratories
+1.02%
+$13,896.83 
BRK-A Berkshire Hathaway Inc.
+0.87%
+$4.02M 
HD The Home Depot, Inc.
+0.69%
+$15,761.7 
BRK-B Berkshire Hathaway Inc.
+0.68%
+$1.05M 
HAS Hasbro Inc.
+0.59%
+$475,197.47 
IP International Paper Company
+0.59%
+$6,000 
SGC Superior Group of Companies, Inc.
+0.48%
+$48 
MC Moelis & Company
+0.38%
+$345,766.82 
WMT Walmart Inc.
+0.36%
+$4,675.2 
LKFN Lakeland Financial Corporation
+0.23%
+$29,457.54 
MKL Markel Group Inc.
+0.17%
+$151,118.4 
ING ING Groep N.V. Sponsored ADR
+0.16%
+$145.08 
FNMA Fannie Mae
+0.08%
+$14.4 
CLVT Clarivate Plc
0%
$0 
FARM Farmer Brothers Company
0%
$0 
GPS Gap Inc-The
0%
$0 
TMK Torchmark Corp
0%
$0 
WDR Waddell & Reed Financial Inc
0%
$0 0436
043628106
0%
$0 6821
682160106
0%
$0 CBSS
CBSS
0%
$0 3373
337358105
0%
$0 8969
896938107
0%
$0 2003
200300200
0%
$0 LUK
LUK
0%
$0 EDS
EDS
0%
$0 5844
58440J104
0%
$0 SSP
SSP
0%
$0 8118
811850106
0%
$0 4116
41163G101
0%
$0 9297
929771103
0%
$0 8726
872649108
0%
$0 AT
AT
0%
$0 KRI
KRI
0%
$0 STEI
STEI
0%
$0 WPO
WPO
0%
$0 ASVI
ASVI
0%
$0 3615
36155Q109
0%
$0 WSC
WSC
0%
$0 5526
55267W309
0%
$0 HB
HB
0%
$0 9300
930059209
0%
$0 4945
4945SC
0%
$0 GEHL
GEHL
0%
$0 7589
758939102
0%
$0 CPIC
CPICQ
0%
$0 6078
607830106
0%
$0 NGT
NGT
0%
$0 0424
04247X102
0%
$0 0985
09857L108
0%
$0 7181
718154107
0%
$0 3022
302290101
0%
$0 5115
511557100
0%
$0 7292
729237107
0%
$0 9497
949740104
0%
$0 3398
339825101
0%
$0 5717
571783AB5
0%
$0 8176
817615107
0%
$0 0252
025243Q05
0%
$0 0321
032110J10
0%
$0 6357
6357718AB
0%
$0 FUN
FUN
0%
$0 
FWRD Forward Air Corporation
-5.73%
-$374,637.94 
KNSL Kinsale Capital Group Inc.
-2.14%
-$2.25M 
AXP American Express Company
-2.06%
-$3.78M 
SCHW Charles Schwab Corporation
-1.74%
-$5.49M 
ABG Asbury Automotive Group Inc.
-1.55%
-$2.25M 
MAA Mid-America Apartment Communities, Inc.
-1.24%
-$14,970.34 
PGR Progressive Corporation
-1.18%
-$3.05M 
THO Thor Industries Inc.
-0.94%
-$1.72M 
HRB H&R Block Inc.
-0.59%
-$501,676.2 
L Loews Corporation
-0.48%
-$936 
NSC Norfolk Southern Corporation
-0.34%
-$11,307.6 
KMB Kimberly-Clark Corporation
-0.31%
-$1,550 
KO The Coca-Cola Company
-0.31%
-$68,845.7 
PEP PepsiCo, Inc.
-0.22%
-$542.16 
GABC German American Bancorp Inc.
-0.22%
-$1,650 
NVR NVR, Inc.
-0.22%
-$156,372.82 
ALL Allstate Corporation
-0.02%
-$7.92 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2302 | Longs Won 1537/2302 66% | Profit Factor 1.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.2B |
| Average Win $645.16M | Best Trade (Dec 30) $66.76B | Sharpe Ratio -11.99 |
| Average Loss -$778.87M | Worst Trade (Dec 31) -$62.83B | Z-Score -3.15 (100%) |
| Commissions $0 | Avg. Trade Length 4y 9m 4d | Expectancy $198.79M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.33% | 1.87% | 8.29% | 30.87% |
| Consecutive Losing Trades | 638 | 574 | 511 | 447 | 383 | 319 | 255 | 191 | 128 | 64 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0252 025243Q05 | 432 | $18M | $15M | - | -$3M | -16.67% | 0.0 |
| 0321 032110J10 | 25,522 | $395.25M | $420.95M | - | $25.7M | 6.5% | 0.0 |
| 0424 04247X102 | 784,126 | $84.45B | $125.79B | - | $41.34B | 48.95% | 0.0 |
| 0436 043628106 | 578,650 | $7.96B | $7.34B | - | -$614.58M | -7.72% | 0.0 |
| 0985 09857L108 | 1.18M | $298.96B | $210.62B | - | -$88.34B | -29.55% | 0.0 |
| 2003 200300200 | 863 | $19.6M | $20.04M | - | $435,792.51 | 2.22% | 0.0 |
| 3022 302290101 | 2,500 | $190M | $223M | - | $33M | 17.37% | 0.0 |
| 3373 337358105 | 3,000 | $107M | $74M | - | -$33M | -30.84% | 0.0 |
| 3398 339825101 | 23,962 | $362.43M | $362.43M | - | - | - | 0.0 |
| 3615 36155Q109 | 20 | $1M | $1M | - | - | - | 0.0 |
| 4116 41163G101 | 375 | $16M | $20M | - | $4M | 25% | 0.0 |
| 4945 4945SC | 1,529 | $104.5M | $142.5M | - | $38M | 36.36% | 0.0 |
| 5115 511557100 | 1,500 | $64M | $60M | - | -$4M | -6.25% | 0.0 |
| 5526 55267W309 | 400,000 | $4.17B | $3.35B | - | -$825M | -19.76% | 0.0 |
| 5717 571783AB5 | 40,000 | $39M | $36M | - | -$3M | -7.69% | 0.0 |
| 5844 58440J104 | 9,850 | $673M | $673M | - | - | - | 0.0 |
| 6078 607830106 | 1.4M | $18.54B | $7.26B | - | -$11.28B | -60.84% | 0.0 |
| 6357 6357718AB | 60,000 | $55M | $54M | - | -$1M | -1.82% | 0.0 |
| 6821 682160106 | 232,900 | $4.43B | $1.46B | - | -$2.97B | -67.08% | 0.0 |
| 7181 718154107 | 1,356 | $46M | $36M | - | -$10M | -21.74% | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Michele Vadala?
The largest contributions to the portfolio's profits come from the following stocks: ANET - $103.14B, 88023u101 - $78.36B, CMCSK - $47.41B, 04247x102 - $43.96B, and LH - $41.55B. 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: EPAX - $25.07B, 817615107 - $17.54B, 02079k107 - $13.28B, 25659t107 - $12.28B, and 87924V507 - $12.23B. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michele Vadala's portfolio generate?
The portfolio generates substantial dividend income, with a total of $303.95M earned over time. The largest contributors to dividend income include Progressive Corporation - $46.73M, H&R Block Inc - $40.14M, Moelis & Company - $39.25M, Hasbro Inc - $36.65M, and Thor Industries Inc - $22.61M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michele Vadala's monthly returns?
Michele Vadala'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 Michele Vadala's strategy be considered aggressive or moderate?
Michele Vadala's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Michele Vadala's strategy?
Michele Vadala'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.
