Michael C. Burgess

Service

Trading Style

• Split Portfolio: Trading is divided between personal (45%) and spouse accounts (55%).
• Diversified Sectors: Trades spread across 6 sectors with no single sector exceeding 27% of activity.
• Medium-Term Holds: Estimated median holding period of about 69 days, balancing between active trading and position building.
• Moderate Diversification: Trades across 26 stocks, with top holdings including ILMN, BX, UPS.
• Moderate Sizing: Median trade size is around $50K, typically in the $15K–$50K range.