Sean O'Reilly Portfolio

Invests via Ffg Retirement Advisors LLC | Managed by Sean O'Reilly

Invests via Ffg Retirement Advisors LLC

Managed by Sean O'Reilly

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Sean O'Reilly Profile

With a robust background in finance and technology, Sean O'Reilly has established himself as a pivotal figure in the growth of innovative business ventures. His extensive experience encompasses leadership roles that bridge operational excellence and investment acumen, particularly within startup ecosystems. Notably recognized for spearheading transformative initiatives, he is skilled at identifying market opportunities and driving organizational success. In addition to his entrepreneurial pursuits, he actively contributes to advancing digital solutions that enhance industry competitiveness. This blend of technical expertise and strategic vision makes him an influential player in shaping future market dynamics.

Investment Philosophy & Strategy

Market trends today increasingly demand adaptive strategies that emphasize innovation and efficiency. Sean O'Reilly leverages his strong entrepreneurial foundation to invest in disruptive startups, focusing on scalable solutions with high growth potential. His hands-on leadership approach not only nurtures emerging businesses but also aligns operational capabilities with evolving market needs. By fostering environments conducive to creative problem-solving, he seeks out opportunities that promise sustainable competitive advantages. This dynamic blend of investment insight and business acumen positions him uniquely at the forefront of technological evolution.

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:

26.74%

Gain +0.63%

Monthly

0.71%

Yearly

8.93%

Drawdown

9.01%

$185.89M

Equity

Holdings

$185.89M

Investment

$152.57M

$51.04M

Profit +$1.28M

Realized

$17.72M

Unrealized

$33.32M

Dividends

$13.06M

Goals

Avg. 86.5% completed goals

Yearly

Gain > 5%

2026

73%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.63%

Profit

$1.28M

Win %

82%

This Week

Compared To Last Week

Gain

0.76%

Profit

$1.4M

Win %

82%

This Month

Compared to last month

Gain

0.57%

Profit

$1.05M

Win %

82%

This Year

Compared to last year

Gain

3.64%

Profit

$7.3M

Win %

83%

Gainers
Losers

BAI iShares A.I. Innovation and Tech Active ETF

+6.46%

+$235,312.41

GHM Graham Corporation

+3.54%

+$139,840

SPMO Invesco S&P 500 Momentum ETF

+3.52%

+$122,272.32

AVEM Avantis Emerging Markets Equity ETF

+3.07%

+$75,596.22

ICVT iShares Convertible Bond ETF

+2.86%

+$43,533.56

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+2.76%

+$168,260.3

IEMG iShares Core MSCI Emerging Markets ETF

+2.23%

+$96,116.08

DYNF iShares U.S. Equity Factor Rotation Active ETF

+1.97%

+$132,300.83

XLG Invesco S&P 500 Top 50 ETF

+1.87%

+$101,982

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.76%

+$140,732.64

DGS WisdomTree Emerging Markets SmallCap Dividend Fund

+1.57%

+$36,538.22

BGDV Bahl & Gaynor Dividend ETF

+1.53%

+$37,608.06

DGRW WisdomTree U.S. Quality Dividend Growth Fund

+1.09%

+$73,632.16

QUAL iShares MSCI USA Quality Factor ETF

+1.06%

+$32,817.99

FEOE First Eagle Overseas Equity ETF

+1.01%

+$30,163.86

DEM WisdomTree Emerging Markets High Dividend Fund

+0.97%

+$22,742.1

VPU Vanguard Utilities ETF

+0.57%

+$17,988.66

BTHM iShares U.S. Thematic Rotation Active ETF

+0.54%

+$16,497.21

JHMD John Hancock Multifactor Developed International ETF

+0.47%

+$14,933.22

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.36%

+$9,139.9

JHPI John Hancock Preferred Income ETF

+0.33%

+$12,747.23

DTD WisdomTree U.S. Total Dividend Fund

+0.31%

+$17,333.57

DDWM WisdomTree Dynamic Currency Hedged International Equity Fund

+0.28%

+$12,861.55

JHMB John Hancock Mortgage-Backed Securities ETF

+0.27%

+$27,795.06

BINC iShares Flexible Income Active ETF

+0.15%

+$9,420.16

IAGG iShares International Aggregate Bond Fund

+0.14%

+$6,366.71

TUSI Touchstone Ultra Short Income Fund

+0.12%

+$3,455.67

SIO Touchstone Strategic Income ETF

+0.11%

+$5,796.49

IUSB iShares Core Universal USD Bond ETF

+0.11%

+$6,700.42

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

+0.1%

+$319.04

SCHZ Schwab U.S. Aggregate Bond ETF

+0.09%

+$7,913.9

VYM Vanguard High Dividend Yield ETF

+0.08%

+$5,580.94

SYSB iShares Systematic Bond ETF

+0.08%

+$2,520.07

GOVT iShares U.S. Treasury Bond ETF

+0.07%

+$2,379.59

XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF

+0.06%

+$3,905.85

IVE ISHARES S&P 500 VALUE ETF

+0.01%

+$724.66

EFV iShares MSCI EAFE Value ETF

-2.43%

-$107,303.1

AMLP Alerian MLP ETF

-1.71%

-$36,639.52

DES WisdomTree U.S. SmallCap Dividend Fund

-1.02%

-$21,384.37

DHS WisdomTree U.S. High Dividend Fund

-1.01%

-$51,421.64

SHLD Global X Defense Tech ETF

-0.85%

-$12,447.54

VDC VANGUARD CONSUMER STAPLES ETF

-0.33%

-$3,314.85

DON WisdomTree U.S. MidCap Dividend Fund

-0.32%

-$9,781.02

Events

Dividends

Dividend Analysis

No Data

Trades 569	Longs Won 442/569 77%	Profit Factor 17.21
Profitability	Shorts Won 0/0 0%	Standard Deviation $285,101.91
Average Win $122,593.78	Best Trade (Jun 16) $3.72M	Sharpe Ratio -8.82
Average Loss -$24,786.69	Worst Trade (Dec 30) -$298,254.48	Z-Score 10.32 (100%)
Commissions $0	Avg. Trade Length 1y 3m 1w 4d	Expectancy $89,698.66

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	7,519	6,767	6,015	5,263	4,511	3,759	3,008	2,256	1,504	752