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:
28.02%
Gain +0.79%
Monthly
0.74%
Yearly
9.26%
Drawdown
11.57%
$158.35M
Equity
Holdings
$158.35M
Investment
$133.46M
$30.23M
Profit +$1.05M
Realized
$5.33M
Unrealized
$24.9M
Dividends
$9.64M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.79%
Profit
$1.05M
Win %
62%
This Week
Compared To Last Week
Gain
-0.16%
Profit
-$249,388.89
Win %
62%
This Month
Compared to last month
Gain
0.79%
Profit
$1.24M
Win %
62%
This Year
Compared to last year
Gain
-1.31%
Profit
-$2.09M
Win %
65%
CRTO Criteo S.A. American Depositary Receipt
+5.64%
+$27,192.48 
VEEV Veeva Systems Inc.
+5.58%
+$26,643 
LLY Eli Lilly and Company
+4.71%
+$22,136.05 
GPN Global Payments Inc.
+4.23%
+$14,322.96 
CRM Salesforce Inc
+4.18%
+$12,877.16 
GILD Gilead Sciences Inc.
+3.28%
+$25,099.75 
AMGN Amgen Inc.
+3.11%
+$8,205.27 
BEPC Brookfield Renewable Corporation
+3.04%
+$11,143.22 
PAGS PagSeguro Digital Ltd.
+2.96%
+$21,409.28 
CMCSA Comcast Corp
+2.87%
+$10,669.8 
BUD Anheuser-Busch InBev S.A. ADR
+2.59%
+$18,828.4 
PNFP Pinnacle Financial Partners Inc.
+1.81%
+$3,494.4 
TD The Toronto-Dominion Bank
+1.71%
+$23,728.64 
MDT Medtronic plc
+1.63%
+$5,152.84 
NUSC Nuveen ESG Small-Cap ETF
+1.47%
+$4,669.67 
ABBV AbbVie Inc.
+1.37%
+$3,365.83 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.34%
+$11,069.96 
VGLT Vanguard Long-Term Treasury Fund
+1.34%
+$58,212.76 
VB Vanguard Small-Cap ETF
+1.29%
+$7,743.23 
MSFT Microsoft Corp.
+1.28%
+$11,213.45 
GM General Motors Company
+1.28%
+$9,611.6 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+1.19%
+$40,622.67 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$2,494.52 
WDS Woodside Energy Group Ltd American Depositary Receipt
+1.08%
+$3,258.25 
JSMD Janus Small-Mid Cap Growth Alpha Fund
+1.06%
+$8,584.24 
VNQ Vanguard Real Estate ETF
+0.99%
+$3,787.64 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.98%
+$14,193.6 
DFSI Dimensional International Sustainability Core 1 ETF
+0.98%
+$97,074.56 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.97%
+$2,670.57 
RAFE PIMCO RAFI ESG U.S. ETF
+0.94%
+$71,841.85 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.87%
+$30,564.45 
DFSU Dimensional US Sustainability Core 1 ETF
+0.85%
+$13,457.75 
C Citigroup Inc.
+0.83%
+$5,518.2 
VO Vanguard Mid-Cap ETF
+0.81%
+$15,505.1 
VTV Vanguard Value ETF
+0.81%
+$7,288.47 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.8%
+$4,002.98 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.8%
+$35,820.07 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.77%
+$2,962.22 
SCHV Schwab U.S. Large-Cap Value ETF
+0.72%
+$1,442.32 
IEFA iShares Core MSCI EAFE ETF
+0.72%
+$2,132.79 
VGSR Vert Global Sustainable Real Estate ETF
+0.71%
+$19,419.67 
DFAI Dimensional International Core Equity Market ETF
+0.69%
+$8,433.15 
FSMD Fidelity Small-Mid Multifactor ETF
+0.69%
+$3,706.68 
CGW Invesco S&P Global Water Index ETF
+0.68%
+$5,495.79 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.67%
+$18,781.56 
NULV Nuveen ESG Large-Cap Value ETF
+0.67%
+$19,787.4 
EVTR Eaton Vance Total Return Fund
+0.63%
+$51,598.68 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$2,944.66 
MELI MercadoLibre, Inc.
+0.62%
+$2,162.2 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.61%
+$32,123.37 
DFGR Dimensional Global Real Estate ETF
+0.61%
+$28,931.1 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$4,218.12 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.59%
+$14,533.56 
VSGX Vanguard ESG International Stock ETF
+0.59%
+$20,554.04 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.59%
+$3,125.66 
ESGV Vanguard ESG U.S. Stock ETF
+0.58%
+$8,396.36 
SUSA iShares MSCI USA ESG Select ETF
+0.57%
+$2,029.5 
EUSB iShares ESG Advanced Total USD Bond Market ETF
+0.57%
+$16,718 
DFIP Dimensional Inflation-Protected Securities ETF
+0.56%
+$15,191 
GOOGL Alphabet Inc
+0.5%
+$4,479.41 
AMZN Amazon.com Inc
+0.5%
+$1,548.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.48%
+$10,405.1 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$1,042.23 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.45%
+$868.32 
HYXF iShares ESG Advanced High Yield Fund
+0.45%
+$15,971.79 
JCPI J.P. Morgan Inflation Managed Bond Fund
+0.44%
+$12,277.45 
ESGU iShares ESG Aware MSCI USA ETF
+0.44%
+$26,421.78 
GOOG Alphabet Inc
+0.42%
+$1,627.2 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$2,118.96 
LIND Lindblad Expeditions Holdings Inc.
+0.37%
+$1,379.82 
SCHX Schwab U.S. Large-Cap ETF
+0.36%
+$1,981.65 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$1,835.2 
VOO Vanguard S&P 500 ETF
+0.35%
+$792.12 
SPHQ Invesco S&P 500 Quality ETF
+0.34%
+$19,549.77 
IVV iShares Core S&P 500 ETF
+0.34%
+$1,084.71 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.33%
+$8,791.64 
BNDX Vanguard Total International Bond ETF
+0.3%
+$7,908.04 
HYDB iShares High Yield Systematic Bond ETF
+0.3%
+$1,064.47 
SUB iShares Short-Term National Muni Bond ETF
+0.29%
+$644.18 
USXF iShares ESG Aware MSCI USA ETF
+0.28%
+$18,259.69 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$2,513.8 
JPIB JPMorgan International Bond ETF
+0.2%
+$2,876.98 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.13%
+$750.65 
PFXF VanEck Preferred Securities ex Financials ETF
+0.12%
+$647.9 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$1,077.9 
VUG Vanguard Growth ETF
+0.02%
+$141.68 
JNJ Johnson & Johnson
+0.01%
+$44.55 
NVDA NVIDIA Corporation
-1.4%
-$12,585.57 
AMD Advanced Micro Devices, Inc.
-1.28%
-$2,746.46 
AVGO Broadcom Inc.
-0.87%
-$2,820.37 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$5,815.04 
IEMG iShares Core MSCI Emerging Markets ETF
-0.72%
-$2,416.51 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.69%
-$26,466.26 
ESGE iShares ESG Aware MSCI EM ETF
-0.62%
-$8,176.68 
ICLN iShares Global Clean Energy ETF
-0.51%
-$3,397.62 
EMXF iShares ESG Aware MSCI EM ETF
-0.24%
-$5,484.14 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$980.7 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$420.82 
FALN iShares Fallen Angels USD Bond ETF
-0.1%
-$340.77 
JPM JPMorgan Chase & Co.
-0.06%
-$270.69 
MGK Vanguard Mega Cap Growth ETF
-0.06%
-$1,070.41 
AAPL Apple Inc.
0%
-$51.23 Events
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Dividends
Dividend Analysis
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| Trades 996 | Longs Won 695/996 69% | Profit Factor 7.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $153,457.9 |
| Average Win $49,873.94 | Best Trade (Oct 15) $2.42M | Sharpe Ratio -11.13 |
| Average Loss -$14,733.49 | Worst Trade (Oct 14) -$288,523.5 | Z-Score 4.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $30,349.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,128 | $1.24M | $1.76M | - | $518,759.39 | 41.84% | -0.003% |
| ABBV AbbVie Inc. | 872 | $219,430 | $249,051.83 | - | $29,621.83 | 13.5% | +1.37% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,949 | $490,553.6 | $472,208.83 | - | -$18,344.77 | -3.74% | +0.628% |
| AMD Advanced Micro Devices, Inc. | 377 | $219,003 | $212,452.68 | - | -$6,550.32 | -2.99% | -1.276% |
| AMGN Amgen Inc. | 620 | $218,147.05 | $272,393.47 | - | $54,246.42 | 24.87% | +3.106% |
| AMZN Amazon.com Inc | 1,229 | $261,226.52 | $313,812.86 | - | $52,586.34 | 20.13% | +0.496% |
| AVGO Broadcom Inc. | 937 | $300,792.54 | $321,615.88 | - | $20,823.34 | 6.92% | -0.869% |
| BEPC Brookfield Renewable Corporation | 13,033 | $367,549.54 | $378,152.49 | - | $10,602.95 | 2.88% | +3.036% |
| BND Vanguard Total Bond Market Index Fund | 9,925 | $729,592.07 | $702,938.12 | - | -$26,653.95 | -3.65% | +0.604% |
| BNDX Vanguard Total International Bond ETF | 55,534 | $2.73M | $2.62M | - | -$109,017.82 | -3.99% | +0.303% |
| BRK-B Berkshire Hathaway Inc. | 981 | $390,925.38 | $518,468.31 | - | $127,542.93 | 32.63% | +0.41% |
| BUD Anheuser-Busch InBev S.A. ADR | 9,140 | $582,360.02 | $745,458.4 | - | $163,098.38 | 28.01% | +2.591% |
| C Citigroup Inc. | 5,410 | $278,290.21 | $666,998.9 | - | $388,708.69 | 139.68% | +0.834% |
| CGW Invesco S&P Global Water Index ETF | 12,634 | $695,479.85 | $811,292.31 | - | $115,812.46 | 16.65% | +0.682% |
| CMCSA Comcast Corp | 17,636 | $660,335.92 | $381,907.58 | - | -$278,428.34 | -42.16% | +2.874% |
| CRM Salesforce Inc | 1,306 | $343,661.1 | $321,027.86 | - | -$22,633.24 | -6.59% | +4.179% |
| CRTO Criteo S.A. American Depositary Receipt | 32,372 | $718,230.51 | $509,211.56 | - | -$209,018.95 | -29.1% | +5.641% |
| DFAE Dimensional Emerging Core Equity Market ETF | 18,172 | $478,991.52 | $687,810.2 | - | $208,818.68 | 43.6% | -0.838% |
| DFAI Dimensional International Core Equity Market ETF | 29,590 | $935,292.79 | $1.23M | - | $291,952.46 | 31.22% | +0.692% |
| DFAT Dimensional US Targeted Value ETF | 3,304 | $206,334.45 | $224,457.24 | - | $18,122.79 | 8.78% | +1.124% |
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FAQ
Which stocks have generated the highest profits for Thomas Higgins?
The largest contributions to the portfolio's profits come from the following stocks: iShares ESG Aware MSCI USA ETF - $1.51M, iShares ESG Advanced Total USD Bond Market ETF - $676,944.41, iShares ESG Advanced MSCI EAFE Index Fund - $599,340.52, iShares ESG Advanced High Yield Fund - $493,426.49, and Vanguard Emerging Markets Government Bond Fund - $471,632.18. 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: Cumulus Media Inc - $302,305.04, QuidelOrtho Corporation - $108,378.15, Biogen Inc - $71,094.76, CVS Health Corporation - $64,430.39, and The Boston Beer Company Inc - $40,089.77. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Higgins's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.64M earned over time. The largest contributors to dividend income include iShares ESG Advanced Total USD Bond Market ETF - $635,338.23, iShares ESG Advanced High Yield Fund - $492,017.15, iShares ESG Advanced MSCI EAFE Index Fund - $475,249.63, iShares ESG Aware U.S. Aggregate Bond ETF - $411,333.98, and Eaton Vance Total Return Fund - $402,879.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Higgins's monthly returns?
Thomas Higgins's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Thomas Higgins's strategy be considered aggressive or moderate?
Thomas Higgins's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Thomas Higgins's strategy?
Thomas Higgins's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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