Michael Bailey Portfolio
Invests via MGB Wealth Management, LLC | Managed by Michael Glen Bailey
Invests via MGB Wealth Management, LLC
Managed by Michael Glen Bailey
Automatically Tracked
Michael Bailey Profile
Private-equity and operations-focused executive with experience across growth-stage investments, strategic portfolio management and corporate development. Michael Bailey brings leadership in deal sourcing, operational value creation and board governance, often working with tech and services companies. Known for driving EBITDA improvement, go-to-market scale and exit preparation; engages with limited partners, co-investors and management teams to execute liquidity events and strategic M&A.
Private-equity and operations-focused executive with experience across growth-stage investments, strategic portfolio management and corporate development. Michael Bailey brings leadership in deal sourcing, operational value creation and board governance, often working with tech and services companies. Known for driving EBITDA improvement, go-to-market scale and exit preparation; engages with limited partners, co-investors and management teams to execute liquidity events and strategic M&A.
Investment Philosophy & Strategy
Operates as an operations-driven private equity investor targeting growth-stage tech and services companies, deploying control or influential minority capital to accelerate go-to-market scale and EBITDA expansion. Emphasizes active portfolio engagement—board governance, KPI-driven operational improvements, and strategic M&A—to compress time-to-exit. Capital allocation favors repeatable unit economics, margin expansion and management alignment; time horizon is medium-to-long, with disciplined downside protection and liquidity focus via structured growth financing and exit-ready value creation plans.
Operates as an operations-driven private equity investor targeting growth-stage tech and services companies, deploying control or influential minority capital to accelerate go-to-market scale and EBITDA expansion. Emphasizes active portfolio engagement—board governance, KPI-driven operational improvements, and strategic M&A—to compress time-to-exit. Capital allocation favors repeatable unit economics, margin expansion and management alignment; time horizon is medium-to-long, with disciplined downside protection and liquidity focus via structured growth financing and exit-ready value creation plans.
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:
111.56%
Gain -0.41%
Monthly
2.46%
Yearly
33.98%
Drawdown
30.98%
$355.45M
Equity
Holdings
$355.45M
Investment
$231.32M
$199.8M
Profit -$1.35M
Realized
$75.67M
Unrealized
$124.13M
Dividends
$11.05M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.35M
Win %
80%
This Week
Compared To Last Week
Gain
-3.34%
Profit
-$12.27M
Win %
80%
This Month
Compared to last month
Gain
-3.62%
Profit
-$13.36M
Win %
80%
This Year
Compared to last year
Gain
1.77%
Profit
$6.19M
Win %
80%
AMD Advanced Micro Devices, Inc.
+4.77%
+$73,398.6 
STRL Sterling Infrastructure, Inc.
+4.67%
+$32,918.93 
KLAC KLA Corporation
+4.11%
+$16,653 
MPWR Monolithic Power Systems, Inc.
+3.87%
+$25,699.97 
ASML ASML Holding N.V. New York Registry Shares
+3.72%
+$25,884 
SLV iShares Silver Trust
+3.41%
+$102,950.58 
SMH VanEck Semiconductor ETF
+3.36%
+$95,590.05 
PIE Invesco Dorsey Wright Emerging Markets Momentum ETF
+3.33%
+$2,000 
TXN Texas Instruments Inc
+3.17%
+$20,227.48 
XSD SPDR S&P Semiconductor ETF
+3.08%
+$487,140.21 
MTUM iShares MSCI USA Momentum Factor ETF
+2.63%
+$29,844.3 
GDX VanEck Gold Miners ETF
+2.59%
+$7,578.03 
VRT Vertiv Holdings Co
+2.55%
+$9,332.08 
WPM Wheaton Precious Metals Corp.
+2.54%
+$8,013.61 
APH Amphenol Corporation
+2.42%
+$14,913.9 
CAT Caterpillar Inc.
+2.42%
+$15,889.69 
RPG Invesco S&P 500 Pure Growth ETF
+2.37%
+$369.87 
PDP Invesco Dorsey Wright Momentum ETF
+2.19%
+$55,877.18 
EEM iShares MSCI Emerging Markets ETF
+2.11%
+$42,404.3 
PSCT Invesco S&P SmallCap Information Technology ETF
+2.06%
+$22,986.26 
XLK State Street Technology Select Sector SPDR ETF
+2.05%
+$4,575.38 
AVGO Broadcom Inc.
+2.03%
+$242,319.59 
AIQ Global X Artificial Intelligence & Technology ETF
+2%
+$5,181.38 
IEMG iShares Core MSCI Emerging Markets ETF
+2%
+$4,336.64 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.98%
+$92,039.49 
SPHB Invesco S&P 500 High Beta ETF
+1.93%
+$6,525.28 
ARKW ARK Next Generation Internet ETF
+1.92%
+$838.75 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$61,295.06 
ARKK ARK Innovation ETF Fund
+1.76%
+$2,630.76 
ARKF Ark Fintech Innovation ETF
+1.75%
+$2,521.44 
NVDA NVIDIA Corporation
+1.71%
+$178,114.86 
VLUE iShares MSCI USA Value Factor ETF
+1.68%
+$880.86 
URA Global X Uranium ETF
+1.67%
+$10,753.44 
STLD Steel Dynamics Inc.
+1.58%
+$7,150.35 
RIGS RiverFront Strategic Income Fund
+1.52%
+$471.96 
ISRG Intuitive Surgical, Inc.
+1.52%
+$2,609.82 
EWJ iShares MSCI Japan ETF
+1.51%
+$4,445.81 
FV First Trust Dorsey Wright Focus 5 ETF
+1.5%
+$8,935.68 
NLR VanEck Uranium and Nuclear ETF
+1.47%
+$8,547 
XME SPDR S&P Metals & Mining ETF
+1.43%
+$12,871.6 
CCJ Cameco Corporation
+1.39%
+$11,663.05 
IMTM iShares MSCI International Momentum Factor ETF
+1.38%
+$365.19 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
+1.37%
+$4,455 
SPEM SPDR Portfolio Emerging Markets ETF
+1.36%
+$187.69 
TSLA Tesla, Inc.
+1.36%
+$6,870.97 
IYW iShares U.S. Technology ETF
+1.35%
+$3,193.08 
APP AppLovin Corporation Class A Common Stock
+1.29%
+$442,937.44 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.28%
+$8,781.96 
QQQ Invesco QQQ Trust, Series 1
+1.26%
+$266,584.32 
QQQM Invesco NASDAQ 100 ETF
+1.24%
+$206.47 
WCC Wesco International Inc.
+1.24%
+$7,710.58 
ETN Eaton Corporation plc
+1.19%
+$38,021.67 
PWR Quanta Services Inc.
+1.18%
+$6,481.5 
CNQ Canadian Natural Resources Limited
+1.17%
+$38,283.56 
EIRL iShares MSCI Ireland ETF
+1.17%
+$1,268.54 
IVES Amplify Bloomberg AI Value Chain ETF
+1.12%
+$31,664.3 
GLD SPDR Gold Shares
+1.11%
+$57,079.71 
ILCG iShares Morningstar Growth ETF
+1.08%
+$1,218.64 
MRCY Mercury Systems Inc.
+1.04%
+$2,871 
IWF iShares Russell 1000 Growth ETF
+1.04%
+$2,470.08 
IYZ iShares U.S. Telecommunications ETF
+0.96%
+$3,555.47 
VEU Vanguard FTSE All-World ex-US ETF
+0.96%
+$27,470.82 
CWB SPDR Bloomberg Convertible Securities ETF
+0.91%
+$204.6 
MPC Marathon Petroleum Corporation
+0.89%
+$43,203.3 
PXE Invesco Energy Exploration & Production ETF
+0.88%
+$1,625 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.86%
+$1,094.99 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.84%
+$3,251.64 
CSQ Calamos Strategic Total Return Fund
+0.84%
+$5,803.97 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.82%
+$3,259.26 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.8%
+$963.36 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.79%
+$10,343.02 
FEZ SPDR Euro Stoxx 50 ETF
+0.74%
+$303.44 
EZU iShares MSCI Eurozone ETF
+0.73%
+$1,287 
PKB Invesco Building & Construction ETF
+0.71%
+$180 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.69%
+$942.05 
XT iShares Future Exponential Technologies ETF
+0.68%
+$5,556.06 
KCE SPDR S&P Capital Markets ETF
+0.64%
+$1,502 
EFA iShares MSCI EAFE ETF
+0.62%
+$13,367.68 
EVT Eaton Vance Tax-Advantaged Dividend Income Fund
+0.62%
+$1,949.39 
FCG First Trust Natural Gas ETF
+0.61%
+$10,048.87 
VUG Vanguard Growth ETF
+0.6%
+$5,388.96 
DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
+0.6%
+$1,353.58 
IEFA iShares Core MSCI EAFE ETF
+0.59%
+$3,110.24 
NANR SPDR S&P North American Natural Resources ETF
+0.58%
+$41.85 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.57%
+$3,070.21 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
+0.57%
+$144 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.57%
+$150.15 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.56%
+$884.89 
EFV iShares MSCI EAFE Value ETF
+0.55%
+$14,278.58 
SPEU SPDR Portfolio Europe ETF
+0.55%
+$1,167.51 
GDV Gabelli Dividend & Income Trust
+0.55%
+$1,336 
FYC First Trust Small Cap Growth Fund
+0.54%
+$3,282.5 
XSMO Invesco S&P SmallCap Momentum ETF
+0.52%
+$184.28 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.52%
+$2,843.45 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.49%
+$319.6 
RRC Range Resources Corporation
+0.49%
+$2,039.76 
IGE iShares North American Natural Resources ETF
+0.48%
+$113.4 
VYMI Vanguard International High Dividend Yield Index Fund
+0.47%
+$117.5 
EXPE Expedia Group, Inc.
+0.47%
+$2,463.88 
DFIV Dimensional International Value ETF
+0.46%
+$154.28 
ISCG iShares Morningstar Small-Cap Growth ETF
+0.45%
+$3,033.16 
MAIN Main Street Capital Corporation
+0.44%
+$13,247.52 
JLL Jones Lang LaSalle Inc.
+0.4%
+$1,729.12 
NML Neuberger Berman Energy Infrastructure and Income Fund Inc.
+0.38%
+$400 
MCI Barings Corporate Investors
+0.35%
+$1,457.46 
XOM Exxon Mobil Corporation
+0.35%
+$3,929.64 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+0.35%
+$1,517.2 
OEF iShares S&P 100 ETF
+0.34%
+$18.98 
TYG Tortoise Energy Infrastructure Total Return Fund
+0.34%
+$4,003.35 
APO Apollo Global Management, Inc.
+0.34%
+$1,130 
SPY SPDR S&P 500 ETF Trust
+0.33%
+$42,236.4 
SCD LMP Capital and Income Fund Inc.
+0.32%
+$599.95 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.32%
+$142.5 
META Meta Platforms Inc Class A
+0.31%
+$2,552.03 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.31%
+$3,711.34 
VOO Vanguard S&P 500 ETF
+0.3%
+$8,440.64 
VLO Valero Energy Corporation
+0.3%
+$9,241.14 
XBI SPDR S&P Biotech ETF
+0.29%
+$704.26 
KBWD Invesco KBW High Dividend Yield Financial ETF
+0.29%
+$2.62 
PSCE Invesco S&P SmallCap Energy ETF
+0.28%
+$65.28 
FDUS Fidus Investment Corporation
+0.28%
+$3,398.61 
QUAL iShares MSCI USA Quality Factor ETF
+0.27%
+$131.52 
SBIO ALPS Medical Breakthroughs ETF
+0.25%
+$160 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$54.39 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.24%
+$887.4 
VO Vanguard Mid-Cap ETF
+0.24%
+$112.31 
VB Vanguard Small-Cap ETF
+0.23%
+$34.5 
ISCV iShares Morningstar Small-Cap Value ETF
+0.23%
+$31.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.23%
+$2,584.51 
PRI Primerica Inc.
+0.22%
+$2,152.95 
IJR iShares Core S&P Small-Cap ETF
+0.21%
+$477.71 
ORI Old Republic International Corp.
+0.21%
+$747.45 
PAVE Global X U.S. Infrastructure Development ETF
+0.2%
+$4,298.8 
BGR BlackRock Energy & Resources Trust
+0.19%
+$1,026.15 
IBB iShares Biotechnology ETF
+0.18%
+$726 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$47.52 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.17%
+$1,491.65 
BRCC BRC Inc.
+0.17%
+$30.06 
IBM International Business Machines Corporation
+0.17%
+$293.94 
CAH Cardinal Health Inc.
+0.17%
+$372 
AMLP Alerian MLP ETF
+0.17%
+$6,326.73 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.16%
+$75.6 
PSCH Invesco S&P SmallCap Health Care ETF
+0.15%
+$1,981.92 
MLPA Global X MLP ETF
+0.14%
+$133.04 
BKLN Invesco Senior Loan ETF
+0.1%
+$64 
FTXN First Trust Nasdaq Oil & Gas ETF
+0.07%
+$160.68 
IWR iShares Russell Mid-Cap ETF
+0.06%
+$269.64 
XLE Energy Select Sector SPDR Fund
+0.05%
+$45 
FDN First Trust Dow Jones Internet Index Fund
+0.05%
+$1,814.13 
EMR Emerson Electric Co.
+0.04%
+$109.32 
IXG iShares Global Financials ETF
+0.04%
+$280.59 
VRP Invesco Variable Rate Preferred ETF
+0.04%
+$310.31 
LLY Eli Lilly and Company
+0.04%
+$338.23 
GUG Guggenheim Active Allocation Fund
+0.03%
+$70.73 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$374.5 
FNB F.N.B. Corporation
+0.03%
+$65.91 
VYM Vanguard High Dividend Yield ETF
+0.01%
+$18.53 
SHV iShares Short Treasury Bond ETF
0%
+$4.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
FLTR VanEck IG Floating Rate ETF
0%
$0 
PBP Invesco S&P 500 BuyWrite ETF
0%
-$0.6 
PGF Invesco Financial Preferred ETF
0%
$0 
XRLV Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
-12.29%
-$186,024.55 
HAL Halliburton Company
-7.34%
-$50,778.87 
SPGI S&P Global Inc.
-3.34%
-$11,564.56 
CELH Celsius Holdings Inc.
-3.28%
-$6,996.25 
LMT Lockheed Martin Corporation
-3.21%
-$39,517.95 
SHOP Shopify Inc.
-1.94%
-$3,608.22 
ICE Intercontinental Exchange, Inc.
-1.88%
-$16,534.56 
CME CME Group Inc.
-1.85%
-$25,091.12 
HBAN Huntington Bancshares Incorporated
-1.83%
-$4,125 
AKRE Akre Focus ETF
-1.79%
-$3,985 
BR Broadridge Financial Solutions, Inc.
-1.66%
-$8,921.15 
TMUS T-Mobile US, Inc.
-1.65%
-$10,497.2 
COF Capital One Financial Corporation
-1.49%
-$8,648.94 
MA Mastercard Incorporated
-1.42%
-$4,011.85 
UNP Union Pacific Corporation
-1.35%
-$4,988.44 
V Visa Inc. Class A
-1.33%
-$30,018.46 
DRI Darden Restaurants, Inc.
-1.3%
-$3,398.52 
BSX Boston Scientific Corporation
-1.21%
-$5,324.38 
SHLD Global X Defense Tech ETF
-1.19%
-$16,225.5 
GBCI Glacier Bancorp Inc.
-1.13%
-$7,641.68 
HD The Home Depot, Inc.
-1.12%
-$22,428.28 
SYF Synchrony Financial
-1.11%
-$2,118.18 
IAT iShares U.S. Regional Banks ETF
-1.11%
-$952.46 
VZ Verizon Communications Inc.
-1.1%
-$6,817.92 
RF Regions Financial Corporation
-1.09%
-$13,944.76 
ADP Automatic Data Processing Inc.
-1.07%
-$9,066.33 
PLTR Palantir Technologies Inc.
-1.05%
-$13,786.88 
ACN Accenture plc Class A
-1.04%
-$1,328.8 
MOAT VanEck Morningstar Wide Moat Fund
-0.99%
-$9,100.35 
MOTI VanEck Morningstar International Moat ETF
-0.95%
-$51.17 
NKE Nike, Inc. - Class B
-0.89%
-$2,887.5 
ITA iShares U.S. Aerospace & Defense ETF
-0.88%
-$6,630.99 
HACK Amplify Cybersecurity ETF
-0.85%
-$24,645.67 
KRE SPDR S&P Regional Banking ETF
-0.84%
-$1,825.28 
TJX The TJX Companies, Inc.
-0.84%
-$14,470.26 
TXRH Texas Roadhouse Inc.
-0.84%
-$4,012.8 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.83%
-$20,367.67 
JNJ Johnson & Johnson
-0.82%
-$4,602.27 
AAPL Apple Inc.
-0.76%
-$70,081.31 
SYY Sysco Corporation
-0.76%
-$3,202.5 
MCD McDonald's Corporation
-0.75%
-$6,160.65 
CTAS Cintas Corporation
-0.74%
-$9,372 
KXI iShares Global Consumer Staples ETF
-0.74%
-$8,843.4 
ABT Abbott Laboratories
-0.74%
-$4,161.75 
AMZN Amazon.com Inc
-0.74%
-$18,891.38 
WMB The Williams Companies, Inc.
-0.72%
-$2,177.45 
XHE SPDR S&P Health Care Equipment ETF
-0.72%
-$1,681.25 
XLP Consumer Staples Select Sector SPDR Fund
-0.71%
-$24 
AWR American States Water Co.
-0.7%
-$2,005.7 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.67%
-$14,036.44 
T AT&T Inc.
-0.66%
-$1,352.99 
IHI iShares U.S. Medical Devices ETF
-0.65%
-$997.92 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
-0.65%
-$485.52 
XLV Health Care Select Sector SPDR Fund
-0.64%
-$2,996.76 
OKE ONEOK, Inc.
-0.63%
-$9,711.48 
WEC WEC Energy Group Inc.
-0.62%
-$3,410.4 
CGW Invesco S&P Global Water Index ETF
-0.61%
-$1,304.8 
HEI.A Heico Corporation
-0.61%
-$276.33 
SPLV Invesco S&P 500 Low Volatility ETF
-0.6%
-$8,509.08 
GOOGL Alphabet Inc
-0.59%
-$28,217.42 
ATO Atmos Energy Corporation
-0.59%
-$2,122.39 
PHO Invesco Water Resources ETF
-0.59%
-$1,080 
MSFT Microsoft Corp.
-0.56%
-$57,010.75 
MUSA Murphy USA Inc.
-0.56%
-$2,890.51 
XLF Financial Select Sector SPDR Fund
-0.54%
-$3,340.97 
GOOG Alphabet Inc
-0.54%
-$2,717 
HYLS FT Tactical High Yield ETF
-0.54%
-$440 
SDY SPDR S&P Dividend ETF
-0.54%
-$567.6 
WMT Walmart Inc.
-0.54%
-$23,877.6 
DVY iShares Select Dividend ETF
-0.53%
-$4,009.53 
XLC Communication Services Select Sector SPDR Fund
-0.52%
-$1,476.68 
FVD First Trust Value Line Dividend Index Fund
-0.52%
-$2,351.86 
IYK iShares U.S. Consumer Staples ETF
-0.51%
-$573.42 
HDV iShares Core High Dividend ETF
-0.5%
-$280 
HROW Harrow Inc.
-0.49%
-$1,375 
RSPE Invesco ESG S&P 500 Equal Weight ETF
-0.49%
-$8.91 
PEJ Invesco Leisure and Entertainment ETF
-0.48%
-$236.25 
CVY Invesco Zacks Multi-Asset Income ETF
-0.48%
-$9,442.22 
RJF Raymond James Financial Inc.
-0.47%
-$3,520.8 
FPE First Trust Preferred Securities and Income ETF
-0.47%
-$4,838.11 
HEI Heico Corporation
-0.46%
-$4,553 
FXU First Trust Utilities AlphaDEX Fund
-0.46%
-$3,834.9 
DUK Duke Energy Corporation
-0.45%
-$1,129.74 
SBUX Starbucks Corporation
-0.44%
-$1,380 
IPAY Amplify Digital Payments ETF
-0.43%
-$129 
EINC VanEck Energy Income ETF
-0.41%
-$102 
IDU iShares U.S. Utilities ETF
-0.41%
-$324.3 
ENFR Alerian Energy Infrastructure ETF
-0.4%
-$280 
FTA First Trust Large Cap Value AlphaDEX Fund
-0.4%
-$2,230.96 
DGRO iShares Core Dividend Growth ETF
-0.39%
-$1,446.6 
KMI Kinder Morgan, Inc.
-0.38%
-$1,070.87 
MSI Motorola Solutions, Inc.
-0.38%
-$1,678.56 
XLU Utilities Select Sector SPDR Fund
-0.34%
-$357.12 
IWD iShares Russell 1000 Value ETF
-0.33%
-$209.1 
RY Royal Bank of Canada
-0.32%
-$1,977.44 
BKNG Booking Holdings Inc.
-0.32%
-$812.25 
ILCV iShares Morningstar Value ETF
-0.31%
-$650 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.31%
-$1,612.03 
MCK McKesson Corporation
-0.29%
-$10,358.4 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.29%
-$3,197.11 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.28%
-$3,015.74 
IGV iShares Expanded Tech-Software Sector ETF
-0.28%
-$6,646.35 
NEE NextEra Energy, Inc.
-0.27%
-$1,361.76 
PKG Packaging Corporation of America
-0.26%
-$720.98 
DWLD Davis Select Worldwide ETF
-0.24%
-$1,658.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.24%
-$763.82 
VOE Vanguard Mid-Cap Value ETF
-0.24%
-$534.72 
KKR KKR & Co. Inc.
-0.24%
-$866.18 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.24%
-$2,236.1 
IYC iShares U.S. Consumer Discretionary ETF
-0.23%
-$445.28 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$805.27 
MLPX Global X MLP & Energy Infrastructure ETF
-0.23%
-$18.73 
SPBO SPDR Portfolio Corporate Bond ETF
-0.23%
-$32.89 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.22%
-$772.65 
RSP Invesco S&P 500 Equal Weight ETF
-0.21%
-$2,405.7 
NZF Nuveen Municipal Credit Income Fund
-0.2%
-$1,325.47 
PSK SPDR ICE Preferred Securities ETF
-0.2%
-$13.68 
CVX Chevron Corporation
-0.19%
-$2,624.83 
EMLP First Trust North American Energy Infrastructure Fund
-0.16%
-$3,037.86 
BTZ BlackRock Credit Allocation Income Trust
-0.15%
-$436.19 
XLB Materials Select Sector SPDR Fund
-0.14%
-$673.68 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.13%
-$1,377.52 
RPV Invesco S&P 500 Pure Value ETF
-0.13%
-$103.65 
UPGD Invesco Bloomberg Analyst Rating Improvers ETF
-0.12%
-$571.2 
XAR SPDR S&P Aerospace & Defense ETF
-0.12%
-$2,961.32 
XLRE The Real Estate Select Sector SPDR Fund
-0.12%
-$321.6 
JPM JPMorgan Chase & Co.
-0.1%
-$4,755.8 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.1%
-$172.26 
PJP Invesco Pharmaceuticals ETF
-0.09%
-$2,209.72 
ABBV AbbVie Inc.
-0.09%
-$2,730.86 
COR Cencora, Inc.
-0.08%
-$1,121.54 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$1,877.78 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$27.14 
JFR Nuveen Floating Rate Income Fund
-0.07%
-$60.97 
CB Chubb Limited
-0.06%
-$939.4 
PFF iShares Preferred and Income Securities ETF
-0.06%
-$237.58 
ICF iShares Cohen & Steers Realty Majors ETF
-0.04%
-$3.45 
GE General Electric Company
-0.04%
-$103.43 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.03%
-$30.56 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.03%
-$1,097.88 
VNQ Vanguard Real Estate ETF
-0.03%
-$0.09 
FXG First Trust Consumer Staples AlphaDEX Fund
-0.02%
-$8.32 
BINC iShares Flexible Income Active ETF
-0.01%
-$75.5 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.01%
-$22.67 
VTV Vanguard Value ETF
-0.01%
-$132.47 
XLI Industrial Select Sector SPDR Fund
0%
-$13.72 Events
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Dividends
Dividend Analysis
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| Trades 1687 | Longs Won 1259/1687 74% | Profit Factor 36.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.15M |
| Average Win $163,155.47 | Best Trade (Jul 21) $29.17M | Sharpe Ratio -10.47 |
| Average Loss -$13,107.53 | Worst Trade (Jul 24) -$213,128.09 | Z-Score 21.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $118,436.72 |
| 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% | 0.12% |
| Consecutive Losing Trades | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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Returns
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FAQ
Which stocks have generated the highest profits for Michael Bailey?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $64.87M, NVIDIA Corporation - $1.44M, Broadcom Inc - $1.36M, Main Street Capital Corporation - $1.08M, and ONEOK, Inc - $703,909.94. 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: ON Semiconductor Corporation - $377,648.32, Pacer US Small Cap Cash Cows 100 ETF - $211,645.07, Evercore Inc - $81,820.08, Canadian Pacific Kansas City Limited - $78,297, and Flex LNG Ltd - $57,405.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Bailey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.05M earned over time. The largest contributors to dividend income include Alerian MLP ETF - $438,897.95, Amplify CWP Enhanced Dividend Income ETF - $436,861.73, Fidus Investment Corporation - $420,020.61, Main Street Capital Corporation - $408,402.1, and Canadian Natural Resources Limited - $356,930.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Bailey's monthly returns?
Michael Bailey'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 Bailey's strategy be considered aggressive or moderate?
Michael Bailey's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Michael Bailey's strategy?
Michael Bailey'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.
