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:
91.45%
Gain -0.92%
Monthly
1.96%
Yearly
26.19%
Drawdown
22.54%
$854.81M
Equity
Holdings
$854.81M
Investment
$633.53M
$230.29M
Profit -$4.2M
Realized
$9.01M
Unrealized
$221.28M
Dividends
$17.76M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$4.2M
Win %
77%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$11.52M
Win %
77%
This Month
Compared to last month
Gain
0.37%
Profit
$3.18M
Win %
77%
This Year
Compared to last year
Gain
1.08%
Profit
$9.15M
Win %
77%
LMT Lockheed Martin Corporation
+2.38%
+$6,923.28 
RTX RTX Corporation
+2.3%
+$34,408.6 
PM Philip Morris International Inc.
+2.12%
+$8,952.81 
PEP PepsiCo, Inc.
+2.07%
+$4,975.47 
AEP American Electric Power Company, Inc.
+2%
+$41,660.19 
CVX Chevron Corporation
+1.85%
+$17,300.6 
SO The Southern Company
+1.85%
+$80,338.5 
WEC WEC Energy Group Inc.
+1.84%
+$39,220.33 
EXC Exelon Corporation
+1.81%
+$4,624.62 
XLE Energy Select Sector SPDR Fund
+1.79%
+$44,185.12 
DUK Duke Energy Corporation
+1.66%
+$56,840.5 
EVRG Evergy Inc.
+1.66%
+$7,373.91 
AZO AutoZone Inc.
+1.58%
+$7,789.16 
XOM Exxon Mobil Corporation
+1.47%
+$35,578.78 
EPD Enterprise Products Partners L.P.
+1.43%
+$13,393.11 
JPM JPMorgan Chase & Co.
+1.42%
+$69,722.94 
KO The Coca-Cola Company
+1.36%
+$5,997.5 
ET Energy Transfer L.P.
+1.36%
+$4,320 
MO Altria Group, Inc.
+1.27%
+$3,775.04 
XLU Utilities Select Sector SPDR Fund
+1.27%
+$14,378.37 
COST Costco Wholesale Corporation
+1.26%
+$93,939.92 
NEE NextEra Energy, Inc.
+1.26%
+$3,780.01 
VPU Vanguard Utilities ETF
+1.21%
+$61,520.86 
HDV iShares Core High Dividend ETF
+1.18%
+$12,145 
HWM Howmet Aerospace Inc.
+1.18%
+$6,301.47 
MRK Merck & Co., Inc.
+1.09%
+$7,143.18 
BLK BlackRock, Inc.
+1.08%
+$3,491.12 
HD The Home Depot, Inc.
+1.02%
+$6,242.32 
AAPL Apple Inc.
+0.98%
+$275,930.76 
VZ Verizon Communications Inc.
+0.96%
+$3,589.97 
ITA iShares U.S. Aerospace & Defense ETF
+0.95%
+$45,735.07 
PG Procter & Gamble Co
+0.93%
+$3,553.11 
LLY Eli Lilly and Company
+0.9%
+$22,024.86 
XLP Consumer Staples Select Sector SPDR Fund
+0.89%
+$35,340.69 
VDC VANGUARD CONSUMER STAPLES ETF
+0.85%
+$19,366.29 
TXN Texas Instruments Inc
+0.84%
+$2,912.49 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.84%
+$4,442.34 
WPC W. P. Carey Inc.
+0.77%
+$2,430.45 
SPLV Invesco S&P 500 Low Volatility ETF
+0.72%
+$3,473.62 
FVD First Trust Value Line Dividend Index Fund
+0.72%
+$13,144.25 
ABBV AbbVie Inc.
+0.71%
+$3,055.62 
DVY iShares Select Dividend ETF
+0.69%
+$10,931.61 
DIS The Walt Disney Company
+0.66%
+$3,898.93 
IFRA iShares U.S. Infrastructure
+0.65%
+$1,649.46 
FXZ First Trust Materials AlphaDEX Fund
+0.62%
+$3,246.24 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.61%
+$6,491.87 
CB Chubb Limited
+0.6%
+$1,337.63 
V Visa Inc. Class A
+0.59%
+$5,324.16 
T AT&T Inc.
+0.59%
+$3,196.15 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$43,477.28 
WMT Walmart Inc.
+0.56%
+$33,720.15 
DFIC Dimensional International Core Equity Market ETF
+0.52%
+$10,787.59 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+0.5%
+$8,105.16 
BAC Bank of America Corporation
+0.5%
+$1,075.62 
SDY SPDR S&P Dividend ETF
+0.49%
+$1,845.28 
TPR Tapestry Inc.
+0.48%
+$825.92 
JNJ Johnson & Johnson
+0.48%
+$5,646.16 
FTCS First Trust Capital Strength ETF
+0.48%
+$2,233.44 
AXP American Express Company
+0.46%
+$2,384.64 
EFV iShares MSCI EAFE Value ETF
+0.45%
+$1,319.89 
DGRO iShares Core Dividend Growth ETF
+0.43%
+$2,574.14 
XLF Financial Select Sector SPDR Fund
+0.4%
+$32,440.19 
CSRE Cohen & Steers Real Estate Active ETF
+0.38%
+$1,938.62 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.38%
+$1,931.62 
USRT iShares Core U.S. REIT ETF
+0.35%
+$11,762.35 
AVDE Avantis International Equity ETF
+0.35%
+$5,397.21 
IYF iShares U.S. Financials ETF
+0.34%
+$1,652.2 
GEV GE Vernova Inc.
+0.34%
+$2,223.65 
VYMI Vanguard International High Dividend Yield Index Fund
+0.33%
+$3,497.92 
IGRO iShares International Dividend Growth ETF
+0.33%
+$952.55 
DFAI Dimensional International Core Equity Market ETF
+0.33%
+$33,015.6 
VYM Vanguard High Dividend Yield ETF
+0.33%
+$3,862.56 
MGV Vanguard Mega Cap Value ETF
+0.31%
+$777.24 
VNQ Vanguard Real Estate ETF
+0.29%
+$1,879.95 
VTV Vanguard Value ETF
+0.29%
+$23,192 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.29%
+$1,766.1 
EGP EastGroup Properties Inc.
+0.28%
+$1,731.27 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.27%
+$13,396.03 
NMI Nuveen Municipal Income Fund Inc.
+0.27%
+$390 
AMGN Amgen Inc.
+0.27%
+$1,409.4 
OUSA ALPS O’Shares U.S. Quality Dividend ETF
+0.26%
+$4,668.32 
IQLT iShares MSCI International Quality Factor ETF
+0.25%
+$18,883.37 
MCD McDonald's Corporation
+0.25%
+$1,343.4 
CMDT PIMCO Commodity Strategy Active Exchange-Traded Fund
+0.22%
+$9,929.15 
IEFA iShares Core MSCI EAFE ETF
+0.2%
+$26,051.22 
NVDA NVIDIA Corporation
+0.18%
+$81,109.3 
RPV Invesco S&P 500 Pure Value ETF
+0.16%
+$1,097.27 
IUSV iShares Core S&P U.S. Value ETF
+0.14%
+$4,617.85 
COWZ Pacer US Cash Cows 100 ETF
+0.14%
+$4,208.9 
IYJ iShares U.S. Industrials ETF
+0.14%
+$458.04 
BA Boeing Company
+0.13%
+$1,060.85 
EFA iShares MSCI EAFE ETF
+0.13%
+$452.65 
FPFD Fidelity Preferred Securities Fund
+0.12%
+$771.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.12%
+$2,230.87 
PAVE Global X U.S. Infrastructure Development ETF
+0.11%
+$390.24 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$1,169.68 
VOOV Vanguard S&P 500 Value ETF
+0.1%
+$1,680.48 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.1%
+$239.58 
XLI Industrial Select Sector SPDR Fund
+0.1%
+$4,622.88 
VIG Vanguard Dividend Appreciation ETF
+0.08%
+$16,529.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$618.25 
JEPI JPMorgan Equity Premium Income Fund
+0.05%
+$630.99 
MA Mastercard Incorporated
+0.05%
+$326.43 
AVUV Avantis U.S. Small Cap Value ETF
+0.04%
+$1,510.85 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$3,771.7 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$337.19 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$286.44 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.03%
+$297.24 
HCRB Hartford Core Bond ETF
+0.03%
+$1,318.78 
CAT Caterpillar Inc.
+0.02%
+$559.39 
AVLV Avantis U.S. Large Cap Value ETF
+0.01%
+$2,047.36 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 HIMU
HIMU
0%
$0 PIEQ
PIEQ
0%
$0 
NBIS Nebius Group N.V.
-9.88%
-$16,265.14 
PANW Palo Alto Networks, Inc.
-7.8%
-$27,975.02 
CRWD CrowdStrike Holdings, Inc.
-7.59%
-$48,404.48 
HACK Amplify Cybersecurity ETF
-4.78%
-$173,010 
SNDK SanDisk Corporation
-4.73%
-$11,686.42 
IGV iShares Expanded Tech-Software Sector ETF
-4.62%
-$48,624 
SKYY First Trust Cloud Computing ETF
-4.57%
-$87,035.64 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.57%
-$146,795.55 
ARM Arm Holdings plc American Depositary Receipt
-3.98%
-$6,986.13 
INTC Intel Corporation
-3.91%
-$20,869.35 
ORCL Oracle Corporation
-3.62%
-$18,462.93 
MU Micron Technology, Inc.
-3.57%
-$18,376.18 
BAI iShares A.I. Innovation and Tech Active ETF
-3.5%
-$8,408.25 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-3.46%
-$6,082.8 
AMD Advanced Micro Devices, Inc.
-3.4%
-$74,224.05 
ANET Arista Networks, Inc.
-3.35%
-$19,375.2 
FXL First Trust Technology AlphaDEX Fund
-3.27%
-$11,386.6 
AVGO Broadcom Inc.
-3.08%
-$266,801.75 
LRCX Lam Research Corporation
-2.92%
-$13,381.48 
MRVL Marvell Technology, Inc.
-2.89%
-$8,915.21 
NFLX Netflix, Inc.
-2.64%
-$6,013.44 
AMAT Applied Materials, Inc.
-2.6%
-$3,820.14 
XNTK SPDR NYSE Technology ETF
-2.49%
-$32,498.03 
META Meta Platforms Inc Class A
-2.39%
-$53,113.95 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-2.19%
-$15,257.57 
SOXX iShares Semiconductor ETF
-2.09%
-$28,933.52 
ALAI Alger AI Enablers & Adopters ETF
-2.02%
-$53,735.4 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-2%
-$8,523.17 
VBK Vanguard Small-Cap Growth ETF
-1.96%
-$6,197.36 
IYW iShares U.S. Technology ETF
-1.94%
-$52,747.69 
MSFT Microsoft Corp.
-1.92%
-$398,778.35 
XLK State Street Technology Select Sector SPDR ETF
-1.91%
-$676,326.28 
MTUM iShares MSCI USA Momentum Factor ETF
-1.91%
-$4,866.02 
VGT Vanguard Information Technology ETF
-1.88%
-$99,523.3 
CSCO Cisco Systems, Inc.
-1.73%
-$17,047.84 
CNEQ Alger Concentrated Equity ETF
-1.67%
-$10,533.6 
JSML Janus Henderson Small Cap Growth Alpha Fund
-1.67%
-$6,689.39 
SMH VanEck Semiconductor ETF
-1.67%
-$105,206.1 
GOOGL Alphabet Inc
-1.64%
-$295,054.89 
DE Deere & Company
-1.64%
-$33,087.61 
GOOG Alphabet Inc
-1.55%
-$380,416.26 
PDP Invesco Dorsey Wright Momentum ETF
-1.54%
-$5,452.53 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$199,424.52 
TSLA Tesla, Inc.
-1.5%
-$12,005.3 
UNH UnitedHealth Group Incorporated
-1.47%
-$9,388.6 
VOT Vanguard Mid-Cap Growth ETF
-1.47%
-$21,515.77 
QGRO American Century U.S. Quality Growth ETF
-1.46%
-$4,988.7 
MGK Vanguard Mega Cap Growth ETF
-1.45%
-$165,174.03 
VXF Vanguard Extended Market ETF
-1.42%
-$36,431.07 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$17,409.42 
VONG Vanguard Russell 1000 Growth Fund
-1.34%
-$174,125.92 
VUG Vanguard Growth ETF
-1.28%
-$13,321.6 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.25%
-$3,403.35 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.23%
-$4,805.55 
XSMO Invesco S&P SmallCap Momentum ETF
-1.21%
-$33,223.02 
SSO ProShares Ultra S&P500
-1.21%
-$52,681.68 
AVEM Avantis Emerging Markets Equity ETF
-1.2%
-$60,855.48 
DFAE Dimensional Emerging Core Equity Market ETF
-1.19%
-$4,551.75 
IWM iShares Russell 2000 ETF
-1.17%
-$5,332.71 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.17%
-$6,067.74 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.16%
-$127,593.07 
IUSG iShares Core S&P U.S. Growth ETF
-1.15%
-$17,003.45 
XLC Communication Services Select Sector SPDR Fund
-1.14%
-$38,165.76 
VOOG Vanguard S&P 500 Growth ETF
-1.1%
-$16,326.86 
FXH First Trust Health Care AlphaDEX Fund
-1.1%
-$12,702.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.09%
-$3,525.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.09%
-$12,578.72 
IEMG iShares Core MSCI Emerging Markets ETF
-1.06%
-$59,518.18 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.05%
-$9,612.48 
SPEM SPDR Portfolio Emerging Markets ETF
-1.04%
-$7,114.97 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$6,656.21 
SCHA Schwab U.S. Small-Cap ETF
-0.98%
-$2,522.88 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.89%
-$2,880 
AKRE Akre Focus ETF
-0.88%
-$2,940.61 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.87%
-$35,209.94 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.87%
-$4,173.03 
VLUE iShares MSCI USA Value Factor ETF
-0.86%
-$2,598.94 
AMZN Amazon.com Inc
-0.84%
-$191,985.18 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.79%
-$7,256.73 
SCHM Schwab U.S. Mid-Cap ETF
-0.78%
-$34,675.83 
IBM International Business Machines Corporation
-0.7%
-$3,516.15 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$1,845 
SCHB Schwab U.S. Broad Market ETF
-0.69%
-$7,783.01 
MGC Vanguard Mega Cap ETF
-0.68%
-$4,650.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.68%
-$24,841.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$52,561.22 
DFUS Dimensional U.S. Equity Market ETF
-0.66%
-$10,502.82 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.63%
-$5,181.03 
PFFD Global X U.S. Preferred ETF
-0.63%
-$3,879.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.63%
-$5,715.49 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$8,874.86 
MDY SPDR S&P MidCap 400 ETF Trust
-0.61%
-$3,198.2 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.6%
-$3,378.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.6%
-$9,721.79 
THRO iShares U.S. Thematic Rotation Active ETF
-0.58%
-$1,261.75 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$33,961.6 
SPHQ Invesco S&P 500 Quality ETF
-0.58%
-$8,964.45 
IVV iShares Core S&P 500 ETF
-0.58%
-$264,627 
DFAU Dimensional US Core Equity Market ETF
-0.57%
-$6,659.06 
DFAS Dimensional U.S. Small Cap ETF
-0.56%
-$8,651.72 
SPY SPDR S&P 500 ETF Trust
-0.56%
-$27,464.63 
VOO Vanguard S&P 500 ETF
-0.56%
-$39,392.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$48,273 
IJH iShares Core S&P Mid-Cap ETF
-0.54%
-$94,497.98 
FFLC Fidelity Large Cap Core Fund
-0.52%
-$1,195.36 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.52%
-$1,497.92 
CEG Constellation Energy Corporation
-0.5%
-$2,928.36 
SFLR Innovator Equity Managed Floor ETF
-0.48%
-$2,222.43 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.48%
-$72,912.95 
SDHY PGIM Short Duration High Yield Fund
-0.46%
-$7,953.96 
VHT Vanguard Health Care ETF
-0.45%
-$34,092.69 
UNP Union Pacific Corporation
-0.45%
-$963.3 
CGDV Capital Group Dividend Value ETF
-0.45%
-$2,143.02 
ACWI iShares MSCI ACWI ETF
-0.44%
-$963.2 
QUAL iShares MSCI USA Quality Factor ETF
-0.44%
-$27,954.53 
PAYX Paychex Inc.
-0.44%
-$1,463.73 
FEX First Trust Large Cap Core Fund A
-0.4%
-$1,332.66 
DY Dycom Industries Inc.
-0.39%
-$473.69 
SLV iShares Silver Trust
-0.39%
-$813 
DFAW Dimensional World Equity ETF
-0.38%
-$1,260.16 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.38%
-$831.16 
PSLV Sprott Physical Silver Trust
-0.38%
-$1,654.31 
VO Vanguard Mid-Cap ETF
-0.37%
-$3,379.2 
HYDB iShares High Yield Systematic Bond ETF
-0.37%
-$6,937.76 
WFC-PL Wells Fargo & Company
-0.37%
-$2,028 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.36%
-$3,095.04 
DCOR Dimensional US Core Equity 1 ETF
-0.34%
-$3,729.11 
VCR Vanguard Consumer Discretionary ETF
-0.34%
-$20,020.05 
USMV iShares MSCI USA Min Vol Factor ETF
-0.3%
-$16,746.82 
BUFR FT Vestladder Buffer ETF-USD I
-0.3%
-$5,448.12 
EQWL Invesco S&P 100 Equal Weight ETF
-0.3%
-$817.2 
JNK SPDR Bloomberg High Yield Bond ETF
-0.3%
-$1,280.72 
IAU iShares Gold Trust
-0.29%
-$17,603.74 
GLD SPDR Gold Shares
-0.28%
-$17,027.06 
RSP Invesco S&P 500 Equal Weight ETF
-0.27%
-$3,457.96 
QUS SPDR MSCI USA StrategicFactors ETF
-0.26%
-$2,241.43 
IYH iShares U.S. Healthcare ETF
-0.26%
-$684 
NSC Norfolk Southern Corporation
-0.25%
-$701.45 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.24%
-$1,318.4 
PYLD PIMCO Multisector Bond Active ETF
-0.23%
-$11,560.14 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.23%
-$4,877.4 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.23%
-$8,284.43 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.23%
-$7,132.86 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.23%
-$2,252.03 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.22%
-$629.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$4,505.56 
PTRB PGIM Total Return Bond ETF
-0.21%
-$10,285.93 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.2%
-$4,300.2 
GS The Goldman Sachs Group, Inc.
-0.2%
-$853.21 
FBND Fidelity Total Bond ETF
-0.19%
-$5,387.98 
INMU iShares Intermediate Muni Income Active ETF
-0.19%
-$380.7 
MUB iShares National Muni Bond ETF
-0.19%
-$4,205.37 
PHYS Sprott Physical Gold Trust
-0.19%
-$1,017.78 
IHI iShares U.S. Medical Devices ETF
-0.18%
-$3,797.34 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$3,274.97 
CGHM Capital Group Municipal High-Income ETF
-0.18%
-$952.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$3,714.48 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$985.53 
DGCB Dimensional Global Credit Fund
-0.16%
-$551.39 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$1,650.53 
BAC-PL Bank of America Corporation
-0.15%
-$1,326.51 
XLV Health Care Select Sector SPDR Fund
-0.14%
-$9,046.25 
FLXR TCW Flexible Income ETF
-0.13%
-$1,438 
JMUB JPMorgan Municipal Bond ETF
-0.12%
-$1,185.36 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$3,444.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.12%
-$2,802.55 
ELV Elevance Health, Inc.
-0.12%
-$294.41 
RDVY First Trust Rising Dividend Achievers ETF
-0.11%
-$3,811.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$1,335.81 
HMOP Hartford Municipal Opportunities ETF
-0.11%
-$2,766.44 
FTLS First Trust Long/Short Equity ETF
-0.08%
-$205.67 
DFNM Dimensional National Municipal Bond ETF
-0.07%
-$200.03 
NUAG Nuveen Enhanced Yield U.S. Aggregate Bond ETF
-0.07%
-$458.46 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.06%
-$2,795.26 
VST Vistra Corp
-0.03%
-$98.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$60.36 
VIS Vanguard Industrials ETF
-0.02%
-$486.26 
IWD iShares Russell 1000 Value ETF
-0.02%
-$226.76 Events
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Dividends
Dividend Analysis
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| Trades 1991 | Longs Won 1529/1991 76% | Profit Factor 29.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $896,025.05 |
| Average Win $155,989.04 | Best Trade (Oct 15) $31.45M | Sharpe Ratio -16.94 |
| Average Loss -$17,780.65 | Worst Trade (Mar 30) -$326,999.92 | Z-Score 33.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $115,666.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 82,614 | $17.44M | $28.53M | - | $11.09M | 63.58% | +0.977% |
| ABBV AbbVie Inc. | 1,524 | $341,168.9 | $434,957.22 | - | $93,788.32 | 27.49% | +0.707% |
| ACWI iShares MSCI ACWI ETF | 1,376 | $194,592.36 | $218,137.28 | - | $23,544.92 | 12.1% | -0.44% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 13,991 | $290,872 | $289,823.56 | - | -$1,048.44 | -0.36% | -0.217% |
| AEP American Electric Power Company, Inc. | 16,731 | $1.58M | $2.12M | - | $542,674.05 | 34.38% | +2.003% |
| AGG iShares Core U.S. Aggregate Bond ETF | 22,512 | $2.24M | $2.14M | - | -$100,575.27 | -4.48% | -0.173% |
| AKRE Akre Focus ETF | 5,823 | $381,464.82 | $332,755.33 | - | -$48,709.49 | -12.77% | -0.876% |
| ALAI Alger AI Enablers & Adopters ETF | 59,706 | $2.22M | $2.61M | - | $383,187.56 | 17.24% | -2.021% |
| AMAT Applied Materials, Inc. | 342 | $247,266 | $143,243.28 | - | -$104,022.72 | -42.07% | -2.598% |
| AMD Advanced Micro Devices, Inc. | 3,881 | $694,061.98 | $2.11M | - | $1.41M | 203.69% | -3.402% |
| AMGN Amgen Inc. | 1,215 | $357,814.92 | $528,755.85 | - | $170,940.93 | 47.77% | +0.267% |
| AMZN Amazon.com Inc | 89,504 | $15.07M | $22.61M | - | $7.54M | 50% | -0.842% |
| ANET Arista Networks, Inc. | 3,120 | $344,842.49 | $559,634.4 | - | $214,791.91 | 62.29% | -3.346% |
| ARM Arm Holdings plc American Depositary Receipt | 718 | $254,581 | $168,773.08 | - | -$85,807.92 | -33.71% | -3.975% |
| AVDE Avantis International Equity ETF | 17,134 | $1.45M | $1.55M | - | $91,923.79 | 6.32% | +0.35% |
| AVEM Avantis Emerging Markets Equity ETF | 56,088 | $3.88M | $5.01M | - | $1.13M | 29.27% | -1.2% |
| AVGO Broadcom Inc. | 25,170 | $4.27M | $8.4M | - | $4.13M | 96.68% | -3.078% |
| AVLV Avantis U.S. Large Cap Value ETF | 204,736 | $13.26M | $19.12M | - | $5.86M | 44.22% | +0.011% |
| AVUV Avantis U.S. Small Cap Value ETF | 30,217 | $3.07M | $3.64M | - | $573,237.65 | 18.69% | +0.042% |
| AXP American Express Company | 1,656 | $507,890.92 | $522,153.36 | - | $14,262.44 | 2.81% | +0.459% |
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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 - $1.57M, NVIDIA Corporation - $1.53M, SPDR Portfolio S&P 500 Growth ETF - $1.34M, Vanguard Information Technology ETF - $813,709.73, and Vanguard Dividend Appreciation ETF - $812,737.05. 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 - $138,752.43, lululemon athletica inc - $119,313.26, Elevance Health, Inc - $78,196.96, 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 $17.76M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $809,731.69, Vanguard Dividend Appreciation ETF - $607,910.96, Janus Henderson AAA CLO ETF - $606,073.6, Avantis U.S. Large Cap Value ETF - $444,724.95, and iShares Core MSCI EAFE ETF - $415,083.75. 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.
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