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:
31.59%
Gain +0.63%
Monthly
0.86%
Yearly
10.88%
Drawdown
11.57%
$161.95M
Equity
Holdings
$161.95M
Investment
$133.46M
$33.83M
Profit +$765,728.64
Realized
$5.33M
Unrealized
$28.5M
Dividends
$9.08M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.63%
Profit
$765,728.64
Win %
69%
This Week
Compared To Last Week
Gain
0.6%
Profit
$964,437.78
Win %
69%
This Month
Compared to last month
Gain
1.63%
Profit
$2.6M
Win %
69%
This Year
Compared to last year
Gain
0.93%
Profit
$1.51M
Win %
72%
CMCSA Comcast Corp
+0.06%
+$264.54 
LLY Eli Lilly and Company
+0.04%
+$182.82 
LIND Lindblad Expeditions Holdings Inc.
+0.03%
+$106.14 
VUG Vanguard Growth ETF
+0.02%
+$105.73 
AVGO Broadcom Inc.
+0.01%
+$56.22 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$99.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$310.6 
VTV Vanguard Value ETF
+0.01%
+$81.48 
AMZN Amazon.com Inc
0%
+$12.3 
JNJ Johnson & Johnson
0%
+$14.82 
MSFT Microsoft Corp.
0%
+$32.77 
AMGN Amgen Inc.
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
CRTO Criteo S.A. American Depositary Receipt
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
HYXF iShares ESG Advanced High Yield Fund
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
PAGS PagSeguro Digital Ltd.
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
WDS Woodside Energy Group Ltd American Depositary Receipt
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
CGW Invesco S&P Global Water Index ETF
0%
$0 
DFIP Dimensional Inflation-Protected Securities ETF
0%
$0 
DFGR Dimensional Global Real Estate ETF
0%
$0 
DFAI Dimensional International Core Equity Market ETF
0%
$0 
DFSU Dimensional US Sustainability Core 1 ETF
0%
$0 
DFSI Dimensional International Sustainability Core 1 ETF
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
$0 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
EMXF iShares ESG Aware MSCI EM ETF
0%
$0 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
EUSB iShares ESG Advanced Total USD Bond Market ETF
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FSMD Fidelity Small-Mid Multifactor ETF
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
IMCG iShares Morningstar Mid-Cap Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
JCPI J.P. Morgan Inflation Managed Bond Fund
0%
$0 
JSMD Janus Small-Mid Cap Growth Alpha Fund
0%
$0 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
$0 
RAFE PIMCO RAFI ESG U.S. ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SUSA iShares MSCI USA ESG Select ETF
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
USHY iShares Broad USD High Yield Corporate Bond ETF
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VNQI Vanguard Global ex-US Real Estate Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0 
XJR iShares ESG Screened S&P Small-Cap ETF
0%
$0 
XJH iShares ESG Screened S&P Mid-Cap ETF
0%
$0 
VGSR Vert Global Sustainable Real Estate ETF
0%
$0 
EVTR Eaton Vance Total Return Fund
0%
$0 
VCRM Vanguard Core Tax-Exempt Bond Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
MELI MercadoLibre, Inc.
-3.09%
-$10,831.89 
AAPL Apple Inc.
-0.11%
-$1,743.52 
NVDA NVIDIA Corporation
-0.07%
-$610.95 
ICLN iShares Global Clean Energy ETF
-0.03%
-$199.86 
MDT Medtronic plc
-0.02%
-$66.92 
VNQ Vanguard Real Estate ETF
-0.02%
-$84.64 
GM General Motors Company
-0.01%
-$90.25 
JPM JPMorgan Chase & Co.
-0.01%
-$50.37 
CRM Salesforce Inc
-0.01%
-$26.13 
TD The Toronto-Dominion Bank
-0.01%
-$117.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.01%
-$49.03 
C Citigroup Inc.
-0.01%
-$54.05 
GOOGL Alphabet Inc
-0.01%
-$51.49 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$26.87 
ABBV AbbVie Inc.
0%
-$8.73 
AMD Advanced Micro Devices, Inc.
0%
-$7.54 
VEEV Veeva Systems Inc.
0%
-$16.03 
QQQ Invesco QQQ Trust, Series 1
0%
-$7.95 
VOO Vanguard S&P 500 ETF
0%
-$4.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 996 | Longs Won 730/996 73% | Profit Factor 11.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,589.54 |
| Average Win $50,816.85 | Best Trade (Aug 18) $2.89M | Sharpe Ratio -11.13 |
| Average Loss -$12,286.97 | Worst Trade (Dec 30) -$258,769.14 | Z-Score 7.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $33,963.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,128 | $1.24M | $1.57M | - | $327,177.31 | 26.39% | -0.111% |
| ABBV AbbVie Inc. | 872 | $219,430 | $217,520.4 | - | -$1,909.6 | -0.87% | -0.004% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,949 | $490,553.6 | $482,428.52 | - | -$8,125.08 | -1.66% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 377 | $219,003 | $193,917.49 | - | -$25,085.51 | -11.45% | -0.004% |
| AMGN Amgen Inc. | 620 | $218,147.05 | $257,430.19 | - | $39,283.14 | 18.01% | 0.0 |
| AMZN Amazon.com Inc | 1,229 | $261,226.52 | $322,809.14 | - | $61,582.62 | 23.57% | +0.004% |
| AVGO Broadcom Inc. | 937 | $300,792.54 | $368,287.84 | - | $67,495.3 | 22.44% | +0.015% |
| BEPC Brookfield Renewable Corporation | 13,033 | $367,549.54 | $462,671.5 | - | $95,121.96 | 25.88% | 0.0 |
| BND Vanguard Total Bond Market Index Fund | 9,925 | $729,592.07 | $717,776 | - | -$11,816.07 | -1.62% | +0.014% |
| BNDX Vanguard Total International Bond ETF | 55,534 | $2.73M | $2.65M | - | -$79,718.08 | -2.92% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 981 | $390,925.38 | $494,453.43 | - | $103,528.05 | 26.48% | 0.0 |
| BUD Anheuser-Busch InBev S.A. ADR | 9,140 | $582,360.02 | $728,732.2 | - | $146,372.18 | 25.13% | 0.0 |
| C Citigroup Inc. | 5,410 | $278,290.21 | $753,721.25 | - | $475,431.04 | 170.84% | -0.007% |
| CGW Invesco S&P Global Water Index ETF | 12,634 | $695,479.85 | $826,642.62 | - | $131,162.77 | 18.86% | 0.0 |
| CMCSA Comcast Corp | 17,636 | $660,335.92 | $461,975.02 | - | -$198,360.9 | -30.04% | +0.057% |
| CRM Salesforce Inc | 1,306 | $343,661.1 | $256,224.14 | - | -$87,436.96 | -25.44% | -0.01% |
| CRTO Criteo S.A. American Depositary Receipt | 32,372 | $718,230.51 | $615,068 | - | -$103,162.51 | -14.36% | 0.0 |
| DFAE Dimensional Emerging Core Equity Market ETF | 18,172 | $478,991.52 | $715,249.92 | - | $236,258.4 | 49.32% | 0.0 |
| DFAI Dimensional International Core Equity Market ETF | 29,590 | $935,292.79 | $1.28M | - | $349,505.01 | 37.37% | 0.0 |
| DFAT Dimensional US Targeted Value ETF | 3,304 | $206,334.45 | $240,266.88 | - | $33,932.43 | 16.45% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.5M, iShares ESG Advanced Total USD Bond Market ETF - $666,530.37, iShares ESG Advanced MSCI EAFE Index Fund - $599,340.52, iShares ESG Advanced High Yield Fund - $474,846.08, and Vanguard Emerging Markets Government Bond Fund - $466,253.21. 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 $9.08M earned over time. The largest contributors to dividend income include iShares ESG Advanced Total USD Bond Market ETF - $624,924.19, iShares ESG Advanced MSCI EAFE Index Fund - $475,249.63, iShares ESG Advanced High Yield Fund - $473,436.74, iShares ESG Aware U.S. Aggregate Bond ETF - $402,618.69, and Eaton Vance Total Return Fund - $368,350.54. 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.
