CWM

Carole W. Murphy Portfolio

Invests via Lynch Asset Management Inc. | Managed by Carole W. Murphy

Invests via Lynch Asset Management Inc.

Managed by Carole W. Murphy

Automatically Tracked

Tracking: 0 Updated: Yesterday at 08:35 AM

Carole W. Murphy Profile

Carole W. Murphy is a seasoned executive in the financial services sector with a focus on fostering strategic partnerships and driving business innovation. Her extensive background encompasses key leadership roles within prominent financial institutions where she has excelled at navigating complex market dynamics and enhancing operational efficiencies. Known for her adeptness in transforming client experiences, she has successfully overseen initiatives that align organizational goals with market demands. Murphy's contributions extend beyond traditional finance; her influence spans various community-driven projects aimed at promoting sustainable growth and development within underserved markets, underscoring her commitment to impactful leadership.

Investment Philosophy & Strategy

Growth opportunities within emerging markets captivate Carole W. Murphy, who leverages her robust financial acumen to drive innovative strategies tailored for dynamic landscapes. Her experience in leading diverse teams has instilled a focus on operational excellence and client-centric approaches that enhance market positioning. With an emphasis on strategic collaborations, she actively seeks investments that align with transformative potential while ensuring sustainable practices remain integral. This entrepreneurial mindset enables the identification of promising ventures poised for scalable success, fostering impactful outcomes not only for investors but also communities at large.

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:

55.54%

Gain +0.01%

Monthly

0.84%

Yearly

10.58%

Drawdown

17.73%

$357.34M

Equity

Holdings

$357.34M

Investment

$166.29M

$185.86M

Profit +$73,164.14

Realized

-$6.5M

Unrealized

$192.36M

Dividends

$9.14M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.01%

Profit

$73,164.14

Win %

80%

This Week

Compared To Last Week

Gain

0.02%

Profit

$73,164.14

Win %

80%

This Month

Compared to last month

Gain

-2.74%

Profit

-$10.05M

Win %

80%

This Year

Compared to last year

Gain

6.72%

Profit

$24.51M

Win %

76%

Gainers
Losers

AMD Advanced Micro Devices, Inc.

+4.73%

+$821,338

QCOM QUALCOMM Incorporated

+4.32%

+$143,663.84

GEV GE Vernova Inc.

+3.73%

+$16,934.99

CMG Chipotle Mexican Grill, Inc.

+3.14%

+$49,000

GS The Goldman Sachs Group, Inc.

+2.62%

+$299,294.29

TSLA Tesla, Inc.

+1.82%

+$84,448

DE Deere & Company

+1.55%

+$884

ABBV AbbVie Inc.

+1.32%

+$134,236

CI The Cigna Group

+1.07%

+$19,908

JNJ Johnson & Johnson

+1.07%

+$30,099

SPYD SPDR Portfolio S&P 500 High Dividend ETF

+1.05%

+$127.5

V Visa Inc. Class A

+1.05%

+$43,921.29

VTV Vanguard Value ETF

+0.94%

+$1,284.39

CVX Chevron Corporation

+0.75%

+$37,939.73

SBUX Starbucks Corporation

+0.74%

+$14,231.02

UNH UnitedHealth Group Incorporated

+0.73%

+$49,450.5

HD The Home Depot, Inc.

+0.73%

+$22,015

MA Mastercard Incorporated

+0.71%

+$33,225.25

VB Vanguard Small-Cap ETF

+0.7%

+$37,388.82

EMR Emerson Electric Co.

+0.69%

+$26,950.3

COST Costco Wholesale Corporation

+0.68%

+$25,640.92

JAKK Jakks Pacific Inc.

+0.67%

+$1,140

CMI Cummins Inc.

+0.59%

+$72,159.87

VOO Vanguard S&P 500 ETF

+0.55%

+$409.2

GOOGL Alphabet Inc

+0.53%

+$136,087.5

GOOG Alphabet Inc

+0.45%

+$360

WMT Walmart Inc.

+0.45%

+$702

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$8,551

WM Waste Management, Inc.

+0.3%

+$4,224.06

VUG Vanguard Growth ETF

+0.18%

+$386.1

NVDA NVIDIA Corporation

+0.16%

+$172,384

MSFT Microsoft Corp.

+0.1%

+$10,169.75

FDX FedEx Corporation

+0.09%

+$5,146

PANW Palo Alto Networks, Inc.

+0.03%

+$3,150

LLY Eli Lilly and Company

-2.41%

-$30,744.94

NKE Nike, Inc. - Class B

-2.24%

-$4,326

ULTA Ulta Beauty Inc.

-1.82%

-$47,306.11

AAPL Apple Inc.

-1.52%

-$178,650

MRK Merck & Co., Inc.

-1.42%

-$17,270.97

CRWD CrowdStrike Holdings, Inc.

-1.26%

-$171,763.54

AMZN Amazon.com Inc

-1.23%

-$126,243.57

IBM International Business Machines Corporation

-0.95%

-$33,538.76

AVGO Broadcom Inc.

-0.91%

-$64,925.06

NOW ServiceNow, Inc.

-0.9%

-$38,757.83

SPOT Spotify Technology S.A.

-0.82%

-$14,000

ETN Eaton Corporation plc

-0.57%

-$30,645

TT Trane Technologies plc

-0.41%

-$15,876.08

MCK McKesson Corporation

-0.4%

-$157

DIS The Walt Disney Company

-0.3%

-$12,569.96

META Meta Platforms Inc Class A

-0.26%

-$25,556.43

NVO Novo Nordisk A/S Sponsored ADR

-0.18%

-$8,644

Events

Dividends

Dividend Analysis

No Data

Trades 430	Longs Won 262/430 60%	Profit Factor 11.59
Profitability	Shorts Won 0/0 0%	Standard Deviation $4.66M
Average Win $776,363.05	Best Trade (Jun 14) $94.22M	Sharpe Ratio -8.98
Average Loss -$104,476.43	Worst Trade (Dec 31) -$1.95M	Z-Score 5.76 (100%)
Commissions $0	Avg. Trade Length 2y 2d	Expectancy $432,221.12

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%	0.07%	0.65%	4.29%	22.61%
Consecutive Losing Trades	3,425	3,082	2,740	2,397	2,055	1,712	1,370	1,027	685	342