Michael Herman Portfolio
Invests via Apollon Financial, LLC | Managed by Eric Sterner
Invests via Apollon Financial, LLC
Managed by Eric Sterner
Automatically Tracked
Michael Herman Profile
Seasoned technology investor and operator focused on growth-stage software and fintech opportunities. Michael Herman has led product and commercial teams at venture-backed startups and later transitioned into venture and growth equity investing, advising portfolio companies on go-to-market, M&A and board governance. Active in North American and European markets.
Seasoned technology investor and operator focused on growth-stage software and fintech opportunities. Michael Herman has led product and commercial teams at venture-backed startups and later transitioned into venture and growth equity investing, advising portfolio companies on go-to-market, M&A and board governance. Active in North American and European markets.
Investment Philosophy & Strategy
Focuses on growth-stage software and fintech, prioritizing revenue traction, product-market fit and repeatable go-to-market motion. Combines operator sensibility with investor discipline, favoring board-active investments where commercial scaling, unit economics improvement and strategic M&A can accelerate exits. Applies a North America–Europe lens, allocating capital to companies with defensible product differentiation and measurable customer retention. Time horizon is multi-year growth equity; risk managed through staged capital, governance covenants and hands-on commercial playbooks.
Focuses on growth-stage software and fintech, prioritizing revenue traction, product-market fit and repeatable go-to-market motion. Combines operator sensibility with investor discipline, favoring board-active investments where commercial scaling, unit economics improvement and strategic M&A can accelerate exits. Applies a North America–Europe lens, allocating capital to companies with defensible product differentiation and measurable customer retention. Time horizon is multi-year growth equity; risk managed through staged capital, governance covenants and hands-on commercial playbooks.
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:
91.41%
Gain -1.24%
Monthly
2.05%
Yearly
27.55%
Drawdown
22.54%
$855.86M
Equity
Holdings
$855.86M
Investment
$633.53M
$231.35M
Profit -$5.61M
Realized
$9.01M
Unrealized
$222.34M
Dividends
$15.63M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.24%
Profit
-$5.61M
Win %
78%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$5.41M
Win %
78%
This Month
Compared to last month
Gain
-0.65%
Profit
-$5.61M
Win %
78%
This Year
Compared to last year
Gain
1.2%
Profit
$10.2M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$3.23M 
GOOG Alphabet Inc
+6.88%
+$1.64M 
GOOGL Alphabet Inc
+6.73%
+$1.16M 
ANET Arista Networks, Inc.
+5.46%
+$29,109.62 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$115,669.27 
META Meta Platforms Inc Class A
+3.28%
+$53,234.45 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$14,709.12 
MSFT Microsoft Corp.
+3.02%
+$523,756.72 
NVDA NVIDIA Corporation
+2.93%
+$1.17M 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$162,044.33 
CVX Chevron Corporation
+2.35%
+$19,237.12 
MRVL Marvell Technology, Inc.
+2.32%
+$5,452.8 
CSCO Cisco Systems, Inc.
+2.14%
+$21,826.26 
SKYY First Trust Cloud Computing ETF
+2.12%
+$33,923.35 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$56,173.44 
PANW Palo Alto Networks, Inc.
+1.89%
+$5,959.35 
ORCL Oracle Corporation
+1.81%
+$8,757.21 
HWM Howmet Aerospace Inc.
+1.8%
+$12,116.36 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$49,496.22 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$8,804.82 
VZ Verizon Communications Inc.
+1.52%
+$5,912.9 
LMT Lockheed Martin Corporation
+1.5%
+$4,711.98 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$149,530.13 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$15,682.56 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$19,626.97 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$35,465.36 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$19,028.58 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$12,192 
FXL First Trust Technology AlphaDEX Fund
+1.36%
+$4,223.66 
SSO ProShares Ultra S&P500
+1.35%
+$54,838.36 
HACK Amplify Cybersecurity ETF
+1.2%
+$37,623.75 
CNEQ Alger Concentrated Equity ETF
+1.19%
+$7,182 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$1,998 
AMAT Applied Materials, Inc.
+1.18%
+$2,017.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$2,873.94 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$117,981.45 
VUG Vanguard Growth ETF
+1.1%
+$10,773.12 
NBIS Nebius Group N.V.
+1.05%
+$1,730.53 
XLE Energy Select Sector SPDR Fund
+1%
+$21,815.25 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,161.12 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.96%
+$6,260.86 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.92%
+$3,791.45 
UNP Union Pacific Corporation
+0.92%
+$1,978.48 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$1,862 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$7,572.24 
MGC Vanguard Mega Cap ETF
+0.87%
+$5,642.73 
IBM International Business Machines Corporation
+0.86%
+$4,070.17 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$1,928 
GEV GE Vernova Inc.
+0.85%
+$5,941.65 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$102,248.36 
MCD McDonald's Corporation
+0.82%
+$4,925.82 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$41,894.85 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$12,415.78 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,186.61 
TSLA Tesla, Inc.
+0.76%
+$5,227.36 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$9,195.48 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.75%
+$3,508.34 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$40,156.82 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$34,266.97 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$6,532.73 
VIS Vanguard Industrials ETF
+0.72%
+$18,403.19 
VOO Vanguard S&P 500 ETF
+0.71%
+$48,590.68 
CAT Caterpillar Inc.
+0.7%
+$26,433.49 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$10,597.46 
IVV iShares Core S&P 500 ETF
+0.69%
+$301,086.72 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$5,971.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$56,962.14 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$80,239.68 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$35,430.21 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$1,442.99 
CGDV Capital Group Dividend Value ETF
+0.63%
+$3,019.71 
ET Energy Transfer L.P.
+0.59%
+$1,920 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$6,476.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$21,011.74 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$4,568.22 
MO Altria Group, Inc.
+0.57%
+$1,566.24 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,143.02 
QFLR Innovator Nasdaq-100 Managed Floor ETF
+0.56%
+$2,817.16 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$6,113.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$40,414.08 
EXC Exelon Corporation
+0.53%
+$1,441.44 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$1,057.84 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,059.51 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$4,704.23 
NSC Norfolk Southern Corporation
+0.46%
+$1,342.32 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,691.05 
IYW iShares U.S. Technology ETF
+0.46%
+$11,381.94 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,719.55 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.45%
+$2,724.84 
IWD iShares Russell 1000 Value ETF
+0.44%
+$6,292.59 
PAYX Paychex Inc.
+0.44%
+$1,539.18 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.44%
+$2,307.2 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$1,343.2 
IYJ iShares U.S. Industrials ETF
+0.42%
+$1,415.74 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$7,106.25 
WFC-PL Wells Fargo & Company
+0.41%
+$2,428.53 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$1,301.4 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$1,754.55 
RTX RTX Corporation
+0.39%
+$6,721.68 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$4,114.88 
AVGO Broadcom Inc.
+0.37%
+$36,244.8 
PG Procter & Gamble Co
+0.37%
+$1,294.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$26,255.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$54,260.8 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$12,281.33 
BAC Bank of America Corporation
+0.36%
+$910.14 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,996.27 
QUS SPDR MSCI USA StrategicFactors ETF
+0.33%
+$2,768.34 
XNTK SPDR NYSE Technology ETF
+0.33%
+$3,907.65 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$1,114.59 
AZO AutoZone Inc.
+0.32%
+$1,558.47 
MRK Merck & Co., Inc.
+0.32%
+$1,853.66 
SMH VanEck Semiconductor ETF
+0.3%
+$18,360.43 
BAC-PL Bank of America Corporation
+0.29%
+$2,745.36 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.28%
+$8,661.33 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$2,261.76 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$694.55 
JPM JPMorgan Chase & Co.
+0.27%
+$13,739.98 
DFAW Dimensional World Equity ETF
+0.22%
+$708.84 
SO The Southern Company
+0.21%
+$9,738 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,080.78 
JNJ Johnson & Johnson
+0.21%
+$2,452.84 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$5,471.57 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$11,238.28 
T AT&T Inc.
+0.17%
+$925.08 
CB Chubb Limited
+0.15%
+$332.84 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$26,615.88 
FPFD Fidelity Preferred Securities Fund
+0.14%
+$925.8 
SDHY PGIM Short Duration High Yield Fund
+0.12%
+$2,272.56 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.12%
+$2,004.8 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$5,047.92 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$270 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.09%
+$4,255.35 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$4,861.98 
WMT Walmart Inc.
+0.09%
+$5,070.8 
SOXX iShares Semiconductor ETF
+0.07%
+$966.27 
EQWL Invesco S&P 100 Equal Weight ETF
+0.07%
+$183.87 
AEP American Electric Power Company, Inc.
+0.06%
+$1,171.17 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$338.88 
HDV iShares Core High Dividend ETF
+0.04%
+$347 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,208.68 
DIS The Walt Disney Company
+0.03%
+$160.23 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$91.48 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$235 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$1,475.95 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$345.81 
FEX First Trust Large Cap Core Fund A
+0.01%
+$30.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 PIEQ
PIEQ
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.03M 
MU Micron Technology, Inc.
-5.9%
-$28,551.36 
SNDK SanDisk Corporation
-5.09%
-$11,528.01 
DY Dycom Industries Inc.
-3.85%
-$7,541.51 
ABBV AbbVie Inc.
-2.51%
-$9,860.28 
BA Boeing Company
-2.15%
-$20,610.76 
SLV iShares Silver Trust
-2.13%
-$4,634.1 
NFLX Netflix, Inc.
-2%
-$4,572.72 
PSLV Sprott Physical Silver Trust
-1.98%
-$8,980.54 
AMD Advanced Micro Devices, Inc.
-1.9%
-$35,860.52 
FXZ First Trust Materials AlphaDEX Fund
-1.69%
-$8,927.16 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,099.92 
PHYS Sprott Physical Gold Trust
-1.61%
-$8,481.5 
LRCX Lam Research Corporation
-1.58%
-$7,755.02 
GLD SPDR Gold Shares
-1.49%
-$89,852.4 
IAU iShares Gold Trust
-1.46%
-$86,487.94 
NEE NextEra Energy, Inc.
-1.15%
-$3,836.99 
DE Deere & Company
-1.13%
-$21,086.77 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$3,387.93 
TXN Texas Instruments Inc
-1.08%
-$3,750.86 
INTC Intel Corporation
-1.02%
-$5,203.35 
KO The Coca-Cola Company
-1.02%
-$4,318.2 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1%
-$4,086.08 
XOM Exxon Mobil Corporation
-0.97%
-$21,140.01 
IGRO iShares International Dividend Growth ETF
-0.91%
-$2,712.36 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$61,937.47 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,328.29 
VHT Vanguard Health Care ETF
-0.76%
-$53,541.31 
MA Mastercard Incorporated
-0.74%
-$4,475.25 
BLK BlackRock, Inc.
-0.73%
-$2,306.22 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$7,086.58 
VPU Vanguard Utilities ETF
-0.71%
-$38,292.16 
FXH First Trust Health Care AlphaDEX Fund
-0.7%
-$7,724.68 
IYH iShares U.S. Healthcare ETF
-0.7%
-$1,728 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$8,409.99 
DUK Duke Energy Corporation
-0.67%
-$24,175.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$6,457.28 
WPC W. P. Carey Inc.
-0.65%
-$2,356.81 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$1,623.83 
AMGN Amgen Inc.
-0.64%
-$3,013.21 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$66,031.69 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$84,165.48 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,071.52 
EFA iShares MSCI EAFE ETF
-0.62%
-$2,212.98 
PM Philip Morris International Inc.
-0.61%
-$2,494.5 
PTRB PGIM Total Return Bond ETF
-0.61%
-$30,252.75 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$35,099.45 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$12,170.62 
WEC WEC Energy Group Inc.
-0.57%
-$12,671.25 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$2,962.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$3,802.14 
USRT iShares Core U.S. REIT ETF
-0.54%
-$19,782.05 
LLY Eli Lilly and Company
-0.53%
-$12,033.19 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,598.74 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.53%
-$8,491.12 
FTCS First Trust Capital Strength ETF
-0.51%
-$2,423.52 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$5,452.6 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$19,276.6 
IWM iShares Russell 2000 ETF
-0.47%
-$2,294.87 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$7,244 
AVDE Avantis International Equity ETF
-0.46%
-$7,196.28 
PEP PepsiCo, Inc.
-0.46%
-$1,199.36 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$9,754.8 
DVY iShares Select Dividend ETF
-0.45%
-$7,220.68 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$8,734.02 
HD The Home Depot, Inc.
-0.42%
-$2,763.36 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$9,079.56 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,024.92 
VGT Vanguard Information Technology ETF
-0.38%
-$18,606.53 
AXP American Express Company
-0.38%
-$2,103.1 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$73,555.66 
NMI Nuveen Municipal Income Fund Inc.
-0.37%
-$624 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$2,419.61 
HCRB Hartford Core Bond ETF
-0.36%
-$18,374.07 
CSRE Cohen & Steers Real Estate Active ETF
-0.34%
-$1,846.3 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$32,059.45 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$13,798.49 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$7,167 
CEG Constellation Energy Corporation
-0.31%
-$1,718.82 
FTLS First Trust Long/Short Equity ETF
-0.31%
-$728.87 
VXF Vanguard Extended Market ETF
-0.3%
-$7,910.11 
VST Vistra Corp
-0.29%
-$941.27 
EVRG Evergy Inc.
-0.29%
-$1,306.07 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
-0.28%
-$1,803.28 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,068.32 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,690.46 
EGP EastGroup Properties Inc.
-0.27%
-$1,827.44 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$868.49 
FBND Fidelity Total Bond ETF
-0.27%
-$7,606.56 
VTV Vanguard Value ETF
-0.27%
-$21,050.84 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$11,558.61 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$5,628 
COST Costco Wholesale Corporation
-0.24%
-$17,384.77 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$579.12 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$6,885.6 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$6,996.75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$6,263.1 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$4,982.32 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$71,190.37 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$740.01 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$11,181.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,503.06 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$3,361.04 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$983.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,212.96 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,064.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$9,506.69 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$9,633.45 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.19%
-$1,057.7 
EPD Enterprise Products Partners L.P.
-0.18%
-$1,838.3 
DGCB Dimensional Global Credit Fund
-0.18%
-$622.75 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$3,379.95 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$2,752.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,205.97 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,760.56 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,974.47 
FLXR TCW Flexible Income ETF
-0.15%
-$1,725.6 
ELV Elevance Health, Inc.
-0.15%
-$326.47 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$2,710.32 
TPR Tapestry Inc.
-0.14%
-$299.04 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$726.75 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$679.46 
INMU iShares Intermediate Muni Income Active ETF
-0.13%
-$253.8 
MUB iShares National Muni Bond ETF
-0.11%
-$2,587.92 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,086.58 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$19,138.88 
XLF Financial Select Sector SPDR Fund
-0.1%
-$8,767.62 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$279.82 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$1,144.98 
IYF iShares U.S. Financials ETF
-0.09%
-$450.64 
AKRE Akre Focus ETF
-0.09%
-$291.15 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1,123.38 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$431.85 
VO Vanguard Mid-Cap ETF
-0.05%
-$450.56 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$114.3 
V Visa Inc. Class A
-0.04%
-$315.82 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$80.48 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,697.66 Events
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Dividends
Dividend Analysis
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| Trades 1991 | Longs Won 1546/1991 77% | Profit Factor 36.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $879,698.24 |
| Average Win $153,844.76 | Best Trade (Aug 28) $32.67M | Sharpe Ratio -16.94 |
| Average Loss -$14,596.76 | Worst Trade (Mar 30) -$326,999.92 | Z-Score 37.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $116,197.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 58,824 | 52,941 | 47,059 | 41,176 | 35,294 | 29,412 | 23,529 | 17,647 | 11,765 | 5,882 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 82,614 | $17.44M | $25.52M | - | $8.08M | 46.33% | -7.354% |
| ABBV AbbVie Inc. | 1,524 | $341,168.9 | $382,432.56 | - | $41,263.66 | 12.09% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 1,376 | $194,592.36 | $215,247.67 | - | $20,655.31 | 10.61% | +0.495% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 13,991 | $290,872 | $289,473.79 | - | -$1,398.21 | -0.48% | -0.097% |
| AEP American Electric Power Company, Inc. | 16,731 | $1.58M | $2.14M | - | $560,576.22 | 35.51% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 22,512 | $2.24M | $2.19M | - | -$52,737.27 | -2.35% | -0.256% |
| AKRE Akre Focus ETF | 5,823 | $381,464.82 | $334,764.27 | - | -$46,700.55 | -12.24% | -0.087% |
| ALAI Alger AI Enablers & Adopters ETF | 59,706 | $2.22M | $2.57M | - | $344,975.72 | 15.52% | +1.401% |
| AMAT Applied Materials, Inc. | 342 | $247,266 | $173,623.14 | - | -$73,642.86 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 3,881 | $694,061.98 | $1.85M | - | $1.15M | 166.25% | -1.904% |
| AMGN Amgen Inc. | 1,215 | $357,814.92 | $467,969.4 | - | $110,154.48 | 30.79% | -0.64% |
| AMZN Amazon.com Inc | 89,504 | $15.07M | $24.31M | - | $9.23M | 61.26% | +15.321% |
| ANET Arista Networks, Inc. | 3,120 | $344,842.49 | $562,692.03 | - | $217,849.54 | 63.17% | +5.456% |
| ARM Arm Holdings plc American Depositary Receipt | 718 | $254,581 | $172,097.42 | - | -$82,483.58 | -32.4% | -0.766% |
| AVDE Avantis International Equity ETF | 17,134 | $1.45M | $1.56M | - | $109,143.46 | 7.51% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 56,088 | $3.88M | $5.02M | - | $1.15M | 29.55% | +0.101% |
| AVGO Broadcom Inc. | 25,170 | $4.27M | $9.8M | - | $5.53M | 129.41% | +0.371% |
| AVLV Avantis U.S. Large Cap Value ETF | 204,736 | $13.26M | $18.87M | - | $5.61M | 42.32% | +0.141% |
| AVUV Avantis U.S. Small Cap Value ETF | 30,217 | $3.07M | $3.79M | - | $717,977.08 | 23.41% | +0.032% |
| AXP American Express Company | 1,656 | $507,890.92 | $556,830 | - | $48,939.08 | 9.64% | -0.376% |
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FAQ
Which stocks have generated the highest profits for Michael Herman?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $1.55M, NVIDIA Corporation - $1.48M, SPDR Portfolio S&P 500 Growth ETF - $1.33M, Vanguard Information Technology ETF - $807,370.53, and Vanguard Dividend Appreciation ETF - $735,875.34. 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: Iterum Therapeutics plc - $393,416.2, UnitedHealth Group Incorporated - $142,394.83, lululemon athletica inc - $119,313.26, Elevance Health, Inc - $79,199.72, and Advanced Micro Devices, Inc - $71,352.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Herman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.63M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $680,205.01, Vanguard Dividend Appreciation ETF - $531,049.25, Janus Henderson AAA CLO ETF - $528,815.98, iShares Core MSCI EAFE ETF - $415,083.75, and Avantis U.S. Large Cap Value ETF - $397,308.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Herman's monthly returns?
Michael Herman'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 Michael Herman's strategy be considered aggressive or moderate?
Michael Herman'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 Michael Herman's strategy?
Michael Herman'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.
