Thomas Higgins Portfolio
Invests via Balanced Rock Investment Advisors LLC | Managed by Daniel M. Flannery
Invests via Balanced Rock Investment Advisors LLC
Managed by Daniel M. Flannery
Automatically Tracked
Thomas Higgins Profile
Veteran investment executive focused on corporate finance, restructuring and capital markets. Thomas Higgins has worked across leveraged finance, M&A advisory and strategic treasury roles for corporates and financial sponsors, advising on debt raises, refinancing and liability management. He combines operating finance experience with buy-side investment discipline, often sourcing distressed credit and special situations for institutional investors.
Veteran investment executive focused on corporate finance, restructuring and capital markets. Thomas Higgins has worked across leveraged finance, M&A advisory and strategic treasury roles for corporates and financial sponsors, advising on debt raises, refinancing and liability management. He combines operating finance experience with buy-side investment discipline, often sourcing distressed credit and special situations for institutional investors.
Investment Philosophy & Strategy
Focuses on event-driven credit and special situations, blending corporate treasury and restructuring expertise with buy-side discipline to source mispriced opportunities across stressed and distressed capital structures. Prioritizes capital preservation via deep covenant and cash‑flow analysis, structural protections, and active liability management while targeting asymmetric return profiles. Investment horizon is flexible—short‑to‑medium for trading capital and longer for restructuring-driven value realization. Sector-agnostic but favoring complex financings where operational insight, negotiation leverage, and sponsor relationships create entry points and value capture.
Focuses on event-driven credit and special situations, blending corporate treasury and restructuring expertise with buy-side discipline to source mispriced opportunities across stressed and distressed capital structures. Prioritizes capital preservation via deep covenant and cash‑flow analysis, structural protections, and active liability management while targeting asymmetric return profiles. Investment horizon is flexible—short‑to‑medium for trading capital and longer for restructuring-driven value realization. Sector-agnostic but favoring complex financings where operational insight, negotiation leverage, and sponsor relationships create entry points and value capture.
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:
3.56%
Gain
Monthly
0.11%
Yearly
1.39%
Drawdown
20.19%
$154.63M
Equity
Holdings
$154.63M
Investment
$127.56M
$31.09M
Profit -$480,111.32
Realized
$4.02M
Unrealized
$27.08M
Dividends
$8.86M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$480,111.32
Win %
73%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$839,089.56
Win %
73%
This Month
Compared to last month
Gain
-0.49%
Profit
-$766,257.15
Win %
73%
This Year
Compared to last year
Gain
8.47%
Profit
$12.08M
Win %
74%
CRM Salesforce Inc
+3.56%
+$8,883.35 
MDT Medtronic plc
+3.48%
+$10,715.6 
T AT&T Inc.
+3%
+$5,201.51 
AMGN Amgen Inc.
+2.98%
+$6,702.63 
CMCSA Comcast Corp
+2.58%
+$8,042.87 
GPN Global Payments Inc.
+2.3%
+$7,912.8 
GILD Gilead Sciences Inc.
+2.29%
+$14,926.64 
MSFT Microsoft Corp.
+1.8%
+$8,751.46 
VNQ Vanguard Real Estate ETF
+1.7%
+$7,179.5 
AAPL Apple Inc.
+1.49%
+$15,069.44 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$3,356.23 
BUD Anheuser-Busch InBev S.A. ADR
+1.41%
+$10,312.38 
LIND Lindblad Expeditions Holdings Inc.
+1.39%
+$4,578.23 
LLY Eli Lilly and Company
+1.35%
+$5,327.8 
DFGR Dimensional Global Real Estate ETF
+1.31%
+$67,671.07 
CRTO Criteo S.A. American Depositary Receipt
+1.28%
+$6,727.13 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$4,989.32 
JNJ Johnson & Johnson
+1.14%
+$4,591.54 
VGSR Vert Global Sustainable Real Estate ETF
+1.12%
+$32,830.74 
CGW Invesco S&P Global Water Index ETF
+0.63%
+$4,728.12 
RAFE PIMCO RAFI ESG U.S. ETF
+0.53%
+$37,877.82 
NULV Nuveen ESG Large-Cap Value ETF
+0.35%
+$10,456.92 
VTV Vanguard Value ETF
+0.29%
+$2,575.04 
GOOG Alphabet Inc
+0.26%
+$998.77 
GOOGL Alphabet Inc
+0.23%
+$2,133.24 
MELI MercadoLibre, Inc.
+0.21%
+$733.4 
AMZN Amazon.com Inc
+0.21%
+$553.35 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.18%
+$3,216.6 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.17%
+$826.1 
NUSC Nuveen ESG Small-Cap ETF
+0.09%
+$386.6 
VB Vanguard Small-Cap ETF
+0.07%
+$483.78 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.01%
+$235.24 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
AVGO Broadcom Inc.
-4.57%
-$14,022 
ICLN iShares Global Clean Energy ETF
-4.11%
-$36,128.06 
BEPC Brookfield Renewable Corporation
-3.45%
-$14,809.45 
NVDA NVIDIA Corporation
-3.07%
-$20,044.8 
ESGE iShares ESG Aware MSCI EM ETF
-2.25%
-$31,809.26 
C Citigroup Inc.
-2.14%
-$16,917.58 
IEMG iShares Core MSCI Emerging Markets ETF
-2.1%
-$6,753.6 
DFAE Dimensional Emerging Core Equity Market ETF
-1.99%
-$14,634.62 
USXF iShares ESG Aware MSCI USA ETF
-1.69%
-$118,641.63 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.57%
-$65,905.28 
QQQ Invesco QQQ Trust, Series 1
-1.57%
-$4,594.08 
EMXF iShares ESG Aware MSCI EM ETF
-1.43%
-$35,281.96 
VWO Vanguard FTSE Emerging Markets ETF
-1.27%
-$7,315.19 
VSGX Vanguard ESG International Stock ETF
-1.26%
-$46,256.77 
JSMD Janus Small-Mid Cap Growth Alpha Fund
-1.24%
-$9,305.01 
GM General Motors Company
-1.22%
-$8,700.1 
PFXF VanEck Preferred Securities ex Financials ETF
-1.22%
-$6,605.87 
SPHQ Invesco S&P 500 Quality ETF
-1.14%
-$67,318.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.13%
-$24,760 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.11%
-$58,697.1 
MGK Vanguard Mega Cap Growth ETF
-1.07%
-$19,449.6 
TD The Toronto-Dominion Bank
-1.07%
-$18,390.96 
WDS Woodside Energy Group Ltd American Depositary Receipt
-1.05%
-$3,065.7 
VUG Vanguard Growth ETF
-1.04%
-$6,467.22 
JPM JPMorgan Chase & Co.
-0.85%
-$3,268.59 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$2,400.18 
DFSI Dimensional International Sustainability Core 1 ETF
-0.78%
-$75,858.18 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.76%
-$35,373.67 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.74%
-$4,377.03 
BLK BlackRock, Inc.
-0.68%
-$1,585.74 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$8,064.1 
ESGU iShares ESG Aware MSCI USA ETF
-0.59%
-$35,091.22 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.53%
-$14,569.66 
ESGV Vanguard ESG U.S. Stock ETF
-0.5%
-$7,648.72 
PAGS PagSeguro Digital Ltd.
-0.49%
-$2,713.86 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$2,355.86 
IVV iShares Core S&P 500 ETF
-0.46%
-$1,230.22 
SCHX Schwab U.S. Large-Cap ETF
-0.42%
-$2,266.12 
SUSA iShares MSCI USA ESG Select ETF
-0.42%
-$1,495 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.35%
-$3,683.15 
VO Vanguard Mid-Cap ETF
-0.22%
-$4,387.61 
FSMD Fidelity Small-Mid Multifactor ETF
-0.18%
-$934.83 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.17%
-$5,188.91 
BNDX Vanguard Total International Bond ETF
-0.17%
-$4,186.07 
VGLT Vanguard Long-Term Treasury Fund
-0.16%
-$2,937.94 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$5,255.03 
HYXF iShares ESG Advanced High Yield Fund
-0.13%
-$4,488.28 
JCPI J.P. Morgan Inflation Managed Bond Fund
-0.13%
-$3,204.48 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.11%
-$2,460.52 
EVTR Eaton Vance Total Return Fund
-0.1%
-$7,703.75 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.1%
-$319.14 
JPIB JPMorgan International Bond ETF
-0.09%
-$1,274.58 
HYDB iShares High Yield Systematic Bond ETF
-0.07%
-$254.8 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.07%
-$1,916.18 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.06%
-$1,713.9 
BND Vanguard Total Bond Market Index Fund
-0.05%
-$530.25 
DFSU Dimensional US Sustainability Core 1 ETF
-0.04%
-$610.02 
DFIP Dimensional Inflation-Protected Securities ETF
-0.04%
-$923.29 
FALN iShares Fallen Angels USD Bond ETF
-0.04%
-$122.64 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.03%
-$144.64 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$106.47 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$355.63 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$78.18 Events
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Dividends
Dividend Analysis
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| Trades 895 | Longs Won 661/895 73% | Profit Factor 12.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $162,512.41 |
| Average Win $51,090.52 | Best Trade (Jul 17) $2.46M | Sharpe Ratio -11.12 |
| Average Loss -$11,438.73 | Worst Trade (Dec 30) -$258,769.14 | Z-Score 11.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 6d | Expectancy $34,742.09 |
| 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 | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
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Returns
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