Michael’s Portfolio & Investment Strategy

Michael is a modern day consultant and investor with investments in the US Stock Market, US Government, and cash reserves. Michael’s Individual Brokerage Account is with Fidelity Investments. Michael runs a Facebook group called ‘Fidelity Platform Investors’ where like-minded Fidelity investors gather to share and exchange ideas on investing in financial markets.

Portfolio Breakdown

Individual Brokerage Account:

FSMAX – Fidelity Extended Market Index Fund – 7.96%

FXAIX – Fidelity 500 Index Fund – 50.31%

FSSNX – Fidelity Small Cap Index Fund – 7.78%

SPAX (Core Holding) – Fidelity Government Money Market – .01%

FNBGX – Fidelity Long Term Treasury Bond Index Fund – 14.23%

FSCSX – Fidelity Select Software & IT Services Portfolio – 19.68%

My individual brokerage account is comprised of Fidelity Index Funds with a strategy of blending Large Cap, Mid Cap, and Small Cap funds to make a total US Stock Market blend. The funds contain low expense ratios, low turn-over rates making for tax efficient gains in the long run.

Thanks for Reading,

Michael Moran

Scale with LinkedIn Sales Navigator

LinkedIn Sales Navigator is an excellent tool to narrow down and filter prospects by location, title, and much more. It is a $79/month investment toward growing your client base. You can build and save leads lists and organize messaging through the sales navigator inbox. Once you connect with your prospect you are able to add a welcome note. I typically then reach out through messenger with my value proposition. Discover the leads filter down below (2nd image), where you are able to narrow your search based on a number of filters. LinkedIn is a free sales tool where you can prospect for your business and grow your network of working relationships. This is an effective form of direct marketing that can enable business growth. Sales Navigator is a specific investment tool that stimulates business prospecting. Reach out to me with any questions.

Home Page

Lead Filters

Digital Performance Results: Greater Ottawa County United Way

My whole family has been involved in the nonprofit world for their whole career, and growing up I spent lots of time tagging along and helping out..
I’ve seen first hand what an amazing job local nonprofits do..  
But now i’m older, with a degree marketing and lots of experience in the power of social media, I have to admit something to you;
Many great nonprofits suck at engaging people through social media networking!  I feel so strongly about this that I haven’t just created a non-profit discount, I’ve slashed my social media networking package by 50% for any nonprofit that wants to excel in this 46 Billion dollar part of the industry..
With as little as 5 hours per week, I can transform your engagement success..  

Growing the digital presence of a company has never been more important until now. My social media marketing services are imperative to local west Michigan nonprofits and I will show you how and why this is true. Let’s start off with the performance over a 4 month period of Greater Ottawa County United Way. This nonprofit has over 50+ funding partners in Ottawa County and the main goal of digital presence is to raise capital to disperse throughout local nonprofits in Ottawa County.

Time Range: 2/29/2020 – 6/3/2020:




These are the main performance metrics in social media marketing and understand that the goal is to raise capital for the nonprofit funding partners. In the following paragraphs I will break down the three main performance metrics of Impressions, Engagements, and Post Link Clicks to define and analyze these results.


Impressions are the number of times your content is displayed, no matter if it was clicked or not. For the four month period analyzed in this company scenario, the total number of impressions or number of times the content was displayed is 197,097 a 214% increase across four months. Below is a breakdown of the platform impressions across Twitter, Facebook, Instagram, and LinkedIn.

What good are impressions beyond exposure if they are not converted or engaged with? The next metric of review are Engagements, which are defined simply by sprout social as the number of times that users engaged with your posts during the reporting period. In the case of Greater Ottawa County United Way Engagements may lead to interest in donating toward the community and impact solutions. Let’s break down the cross-platform engagements across Twitter, Facebook, Instagram, and LinkedIn.

Engagement rates across all platforms saw an increase and the end goal of this is to gain interested clients to the donation landing page in order to raise capital for disbursement to funding partners in Ottawa County. Therefore the end goal is Post Link Clicks in order to gain as many viewers on the landing page for the best chance of raising capital. The ultimate goal of nonprofits is to raise money and the digital landscape provides donation landing pages for people to give online. Below are the Post Link Click results in the given four month time period. Post Link Clicks is the number of times that users clicked on links from your posts during the reporting period, according to Sprout Social.

The 64% increase in Post Link Clicks gave Greater Ottawa County United Way 510 more donation chances on the landing page than they recorded in previous months. This led to an amount raised of x.

In conclusion Greater Ottawa County United Way greatly benefited from the three main pillars of digital media metrics and analysis. Impressions, Engagement, and Post Link Clicks is the sales funnel that this nonprofit used to generate capital from the public for the disbursement of funds to 50+ local nonprofits.

Give. Advocate. Volunteer. Live United.

Michael Moran

Nonprofit Marketing: Digital Fundraising 💵

In both my corporate and entrepreneurial experience I have collaborated with many industries in the marketing arena. My most recent industry of focus has been nonprofits. Implementing foundation marketing strategies and delivering on those principles through a customized plan has proven successful.

My marketing strategy for nonprofits is largely the same: Value Message + Distribution Channels + Retention = Fundraising Dollars

In the next paragraphs I explain the three core principles that comprise this formula and what each one means specifically. Without fundraising dollars nonprofits are unable to properly fund the community, cover expenses, and ultimately provide payroll for their staff members. Let’s dive in to the formula on how we can maximize fundraising dollars and grow your nonprofit.

Value Message: This portion of the nonprofit marketing strategy consists of providing value and most importantly clarity on what impact the nonprofit has on the community and its neighbors. This is the seed for which you plant your future growth through branding expansion and digital fundraising. Value is the key factor in differentiating your nonprofit from others in getting the community’s dollars working toward your impact with the goal of those dollars being seen in use.

Distribution Channels: Marketing distribution channels are crucial in every industry because simply put, marketing is everything. Surrounding our daily activities through emotional pulls, marketing is present in both physical and digital distribution channels. Social media is the modern day distribution channel hub for many marketing activists who have proven track records at fortune 100 companies. This much is known, however the question is how can we provide value through our distribution channels such as Facebook, Instagram, Twitter, and LinkedIn?

Retention: Building and retaining a following is not an easy task however in nonprofit the fundraising dollars come from continued value. Retention through personal and social engagement is the key to growing a following and raising capital for the community. Recurring contributions are key to growing your nonprofit funding.

I collaborate with companies and nonprofits of all sizes, while managing my own personal services and groups. I’d like to consult with your nonprofit and grow fundraising dollars through the value, distribution, and retention processes. Fundraising dollars raised digitally will put you on the forefront of solving community issues.

Comments Below,

Michael Moran

Market Watch Update 4/6/2020 – Cases Flatten, Shares Skyrocket 📲

🇺🇸 US: News of cases flattening in New York sends share prices skyrocketing as social distancing efforts show results.

🌐Learn more at fidelity.com, Bloomberg.com

🤵Federal Reserve: “Federal Reserve will establish a facility to facilitate lending to small businesses via the Small Business Administration’s Paycheck Protection Program (PPP) by providing term financing backed by PPP loans.”

🌐Learn more at the federalreserve.gov

Michael’s view: What may have been a dead cat bounce in the market as historical performance would suggest from previous recessions, the markets will recover in a U-shape as news of coronavirus will continue to be released. The markets uncertainty won’t last for the long-term and I believe now is the best time to hold my positions.

🏪 U.S. Small Business: The Payroll Protection Program or PPP, offers small business lending by the Federal Reserve facilitation through the Small business administration. The loan is designed to keep workers on payroll and the SBA will forgive all loans.

🌐Learn more at sba.gov

📈 Financial Markets Overview

*Market Snapshot End of day 4/6/2020

US Stock Market – DJIA: +7.73%

Europe Market – Global Dow Realtime EUR: +4.89%

Asia Market – NIKKEI 225 Index: +4.24%

*Learn more at marketwatch.com

Coronavirus News:

Statistics show signs of cases leveling off in New York City.

Stay Home,

Michael Moran

My Viewpoint On Politics & Government

As I grow older the more I read the news and the more I am aware of what is going on in the world around me. This heightened sense of awareness regarding current events obviously crosses paths with politics as it is everywhere from a federal, state, and local level.

To begin I will start by mentioning my heritage is both British and American. I am 50% of each making me like most of the Americans we see in modern society who have a rich European or African heritage. I had no political predestination growing up therefore it is up to me to decide.

My family has never really been involved in politics as the trouble it brings is not worth it to my parents. I followed suit and I completely agree with this statement to date. In fact, the more I am involved in politics the more heat I receive and trouble I have to take responsibility. With that being said I have still chosen a party. I’m in the Republican party unless a certain debating issue sways my thoughts significantly, however that is VERY unlikely.

Many people associate the current President with its supporters as if they are the exact same person. The problem I have with that is the office changes every 4-8 years and you are still assigned to a wing. Two different wings, same bird.

I am impartial on the structure of politics and I think it is one big reality television show that traps the minds of every citizen in some, way, shape or form. I’ll be truthful with myself, I’m taking time out of my day to write this article which means it has captivated me.

-Michael C. Moran

While I mentioned my impartiality on the subject of politics and the reality tv show-like aura of politics, I choose the Republican party because it’s my duty as an American to vote therefore I must choose like all of you, a party to side with.

Michael’s Top Issues:

-Affordable Housing


-Big Banks



-Gun Control

Feel free to reach out to me on your viewpoint on the subject of politics as I am intrigued to hear what you all think about the two-party system in the United States of America.

Comment Below,

Michael C. Moran

Market Watch Update 3/23 📲

Hello, all. Here is useful market information to base decisions from, enjoy!

Michael C Moran – Market Watch Update 3/23 📲

🤵Federal Reserve: Fed announces unlimited bond purchases in unprecedented move to help U.S. economy weather coronavirus meltdown. Federal Reserve will expand bond purchasing programs to aid corporations and businesses effected by the COVID-19 shutdown.

Michael’s view: Economic action must be taken as quickly as health-related measures, because the general public will face increased health risk with lack of a stimulus package.

🌐Learn more at Federalreserve.gov, foxnews.com, yahoofinance.com, washingtonpost.com

🇺🇸 US: The Democratic party blocked the Coronavirus Bill to pass which could not only boost the economy, rather save lives.

🌐Learn more at foxnews.com

🏪 U.S. Small Business: President Trump has asked the Small Business Administration to provide a $50B lifeline amid the coronavirus. This is reported to be through low-interest business loans as a part of a U.S. Small Business stimulus package. Sources report talks are ADVANCING QUICKLY.

📈 Financial Markets Overview

US Stock Market – DJIA: (-4.11)

Europe Market – FTSE 100: (-3.79)

Asia Market – NIKKEI 225 Index: (2.02%)

Coronavirus News:

-Severe precautionary health measures of shelter-in-place are in effect across U.S as cases skyrocket.

-Michigan Governor Whitmer announces 3-week long shelter-in-place order beginning at midnight.

Comments Below

Michael Moran

Market Watch Update 3/21 📲

Market Watch Update 3/21 📲

Michael C Moran – Market Watch Update 3/21 📲

🤵Federal Reserve: Federal Reserve Board expands its program of support for flow of credit to the economy by taking steps to enhance liquidity and functioning of crucial state and municipal money markets.

Michael’s view: The Federal Reserve is cash pumping via state and municipal money market liquidity efforts, therefore financial markets continue with false bounces in the market.

🌐Learn more at Federalreserve.gov, foxnews.com, yahoofinance.com

🇺🇸 US: Lockdown measures have been taken in California, Illinois, and New York. The shelter-in-place order is expected to take place in many more states.

▪️Sources claim President Trump is a ‘menace to public health’

▪️Congress battles with White House over the economic stimulus package, which SLOWS THE PROCESS!

▪️US and Mexico agree to limit travel aside form essential travel and trade, pandemic measures strengthen.

🌐Learn more at theguardian.com

🏪 US Small Business: Small Business Administration offering small business loans in state of Oregon amid the declaration of ‘economic disaster’ the SBA made.

📈 Financial Markets Overview*Previous Day Close/Snapshot at 7:30PM EST (Foreign Markets)

US Stock Market – DJIA: 19,174 (-4.55%)

Europe Market – Global Dow Realtime EUR: 1,945 (-1.20%)

Asia Market – NIKKEI 225 Index: 16,553 (-1.04%)

Currency Instruments:

-DXY: (-0.79%)

-GLD: (+1.50%)

-UUP: (-0.28%)

-FXE: (-0.11%)

U.S. Stock Futures:


S&P: (-0.96%)

Nasdaq: (-0.70%)

Dow: (-0.82)

Coronavirus News

▪️Case count over 265,000 and death toll over 11,000

▪️Member of the US Vice President’s staff tested positive

▪️Death toll rises to 2 in the United Arab Emirates

Comments Below,

Michael Moran, IHG Management

The IOT (Internet of Things): A Public University & Cyber Infrastructure

The IOT (Internet of Things): A Public University & Cyber Infrastructure

Western Michigan University’s Cyber Infrastructure:

Gaurav Dave (GD) presented information with regards to the value in the ‘connectivity of things’ by using the example of WMU’s Cyber infrastructure. Mr. Dave spoke of the mass amount of wireless connected devices present in modern day institutions (corporations, firms, universities). In the global economy manufactures are producing cheaply through means of the ‘invisible path’ of connected technological mediums. Technological processes are presently governed under the ‘wireless cloud’, infrastructure services provide value to corporations’ strategic plans and competitive advantage. The four main components contained within global firms today include:

  1. Network Support Services
  2. Network Systems and Architecture
  3. Enterprise Systems
  4. Production Operations

Western Michigan University is an adequate reference point when visualizing the layout of cyber infrastructure within large institutions. A snapshot of the network and connectivity features of WMU include 3000 wireless access points, 68,000 wired ports, 1300 network devices, MERIT Dual 10 Gbps, and backup connectivity via CTS. In 2014 WMU saw a large spike in Gbps due to the implementation of an upgraded firewall. The University is expected to handle a fast growing Gbps in the future.

IOT and the Art of Possibility:

illustrated current events as means for the Internet of Things. A very recent sporting venue by the name of Wrigley field was a center for extreme data usage between the fans of the baseball teams. The 2016 World Series Champions the Chicago Cubs use data infrastructure for performance-based guidance and injury prevention. This network of connected devices is seen across the sporting world today to monitor performance and physiological information. A wide variety of statistics are analyzed via the Internet of Things on dates when matches are held. Statistics illustrating performance percentages, venue data, weather, individual player performance, and physiological information are all monitored at data centers.

The 2016 Presidential race is largely affiliated with the Internet of Things. Real-time data streams are active during presidential debates providing viewers with a ‘360 view’ of the candidates’ facts. Researchers are reporters are able to bring certain criteria to light via twitter feed monitoring which is a catalyst for underlying data with regards to the presidential election.

Stay tuned for more on the IOT,

Michael Moran

Managing Partner @ IHG Management