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Jeffrey Rubin Portfolio
Invests via BIRINYI ASSOCIATES Inc. | Managed by Jeffrey Rubin
Invests via BIRINYI ASSOCIATES Inc.
Managed by Jeffrey Rubin
Automatically Tracked
Jeffrey Rubin Profile
Jeffrey Rubin is a seasoned executive with extensive experience in financial services and asset management. Having held key leadership positions at several renowned firms, he has honed his expertise in investment strategy and operational excellence. His career encompasses significant contributions to firm growth, including spearheading innovative projects that enhance client value and improve organizational efficiency. With a strong emphasis on technology integration within finance, Rubin leverages data analytics to drive decision-making processes that align business objectives with market opportunities. He remains an influential figure in the industry, recognized for fostering talent and driving performance across diverse teams.
Jeffrey Rubin is a seasoned executive with extensive experience in financial services and asset management. Having held key leadership positions at several renowned firms, he has honed his expertise in investment strategy and operational excellence. His career encompasses significant contributions to firm growth, including spearheading innovative projects that enhance client value and improve organizational efficiency. With a strong emphasis on technology integration within finance, Rubin leverages data analytics to drive decision-making processes that align business objectives with market opportunities. He remains an influential figure in the industry, recognized for fostering talent and driving performance across diverse teams.
Investment Philosophy & Strategy
Growth prospects in technology-driven financial solutions inform Jeffrey Rubin's investment outlook. His extensive executive experience empowers him to navigate complexities while fostering innovation within the sector. With a focus on operational excellence, he champions projects that deliver tangible results, emphasizing scalability and efficiency. Recognizing the transformative power of data analytics, strategic initiatives are aligned with evolving client needs to seize competitive advantages. This dynamic approach not only enhances firm performance but also cultivates an environment where emerging talent thrives.
Growth prospects in technology-driven financial solutions inform Jeffrey Rubin's investment outlook. His extensive executive experience empowers him to navigate complexities while fostering innovation within the sector. With a focus on operational excellence, he champions projects that deliver tangible results, emphasizing scalability and efficiency. Recognizing the transformative power of data analytics, strategic initiatives are aligned with evolving client needs to seize competitive advantages. This dynamic approach not only enhances firm performance but also cultivates an environment where emerging talent thrives.
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:
0.35%
Gain 0%
Monthly
0%
Yearly
0.05%
Drawdown
1.51%
$182.08B
Equity
Holdings
$182.08B
Investment
$179.57B
$2.5B
Profit +$11.49M
Realized
-$0
Unrealized
$2.5B
Dividends
$249.05M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.003%
Profit
$11.49M
Win %
71%
This Week
Compared To Last Week
Gain
0.01%
Profit
$9.44M
Win %
71%
This Month
Compared to last month
Gain
0.02%
Profit
$41.19M
Win %
71%
This Year
Compared to last year
Gain
0.08%
Profit
$145M
Win %
71%
IP International Paper Company
+7.62%
+$44,494.29 
EBAY eBay Inc.
+5.78%
+$622,735.34 
LLY Eli Lilly and Company
+5.22%
+$1.64M 
AMGN Amgen Inc.
+3.54%
+$546,258.36 
HD The Home Depot, Inc.
+3.34%
+$177,840 
GAP Gap Inc.
+3.31%
+$16,875 
BMY Bristol-Myers Squibb Company
+3.27%
+$299,540.68 
GSK GSK plc Sponsored ADR
+3.06%
+$9,366.62 
WMT Walmart Inc.
+2.31%
+$965,531.94 
ABT Abbott Laboratories
+2.28%
+$220,129.95 
MCD McDonald's Corporation
+2.25%
+$636,130.2 
IBM International Business Machines Corporation
+2.19%
+$2.21M 
AIG American International Group Inc.
+2.16%
+$357.25 
PFE Pfizer Inc.
+1.87%
+$120,871.56 
DOW Dow Inc.
+1.8%
+$10,861.2 
ORCL Oracle Corporation
+1.77%
+$265,641.62 
COF Capital One Financial Corporation
+1.67%
+$63,374.81 
WFC Wells Fargo & Company
+1.63%
+$106,920 
DTEGY Deutsche Telekom AG Sponsored ADR
+1.55%
+$2,288 
MRK Merck & Co., Inc.
+1.42%
+$269,475.07 
AXP American Express Company
+1.27%
+$1.3M 
MSFT Microsoft Corp.
+1.19%
+$5.36M 
PG Procter & Gamble Co
+0.95%
+$145,081.3 
JNJ Johnson & Johnson
+0.94%
+$69,115.2 
KO The Coca-Cola Company
+0.79%
+$76,220.14 
BAC Bank of America Corporation
+0.72%
+$12,803.85 
GE General Electric Company
+0.71%
+$68,622.01 
GM General Motors Company
+0.66%
+$4,510 
BRK.B Berkshire Hathaway Inc.
+0.46%
+$30,000.25 
BRK-A Berkshire Hathaway Inc.
+0.43%
+$200,592.92 
AAPL Apple Inc.
+0.41%
+$1.24M 
TDS Telephone and Data Systems, Inc.
+0.38%
+$3,170.5 
AA Alcoa Corporation
+0.17%
+$669.09 
SPY SPDR S&P 500 ETF Trust
+0.03%
+$3,772.33 
DDAIF Daimler AG
0%
$0 
AVP Avon Products Inc
0%
$0 
UTX United Technologies Corp
0%
$0 0434
043491109
0%
$0 0663
066365107
0%
$0 EKDK
EKDKQ
0%
$0 6070
607059102
0%
$0 7496
74960K876
0%
$0 0236
02364J104
0%
$0 BLS
BLS
0%
$0 SBC
SBC
0%
$0 0019
001957109
0%
$0 1616
16161A108
0%
$0 2044
204493100
0%
$0 NFB
NFB
0%
$0 CCU
CCU
0%
$0 GDW
GDW
0%
$0 SGP
SGP
0%
$0 GDT
GDT
0%
$0 MER
MER
0%
$0 ALTR
ALTR
0%
$0 5526
55268B106
0%
$0 LU
LU
0%
$0 0488
048825103
0%
$0 9127
91273H101
0%
$0 CMGI
CMGI
0%
$0 9344
934488107
0%
$0 6168
616880100
0%
$0 7140
714041100
0%
$0 2470
247025109
0%
$0 IDMC
IDMCQ
0%
$0 7474
747402105
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 SPNC
SPNC
0%
$0 HPQ
HPQ
0%
$0 1667
166751107
0%
$0 8828
882848104
0%
$0 6040
604059105
0%
$0 5855
585509102
0%
$0 8873
887315109
0%
$0 2643
264324104
0%
$0 6026
602683104
0%
$0 7181
718154107
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 3453
345370100
0%
$0 7472
74725H101
0%
$0 2003
200300AN1
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.12 
INTC Intel Corporation
-4.24%
-$1.62M 
CSCO Cisco Systems, Inc.
-4.16%
-$717,541 
AMAT Applied Materials, Inc.
-3.68%
-$361,240 
FMCC Freddie Mac
-3.08%
-$405 
CAT Caterpillar Inc.
-2.83%
-$878,922 
SCHW Charles Schwab Corporation
-2.02%
-$191,100 
TXN Texas Instruments Inc
-1.92%
-$1.05M 
SLB Schlumberger Limited
-1.83%
-$33,926.14 
XRX Xerox Holdings Corporation
-1.48%
-$5,650 
HAL Halliburton Company
-1.42%
-$6,510 
FNMA Fannie Mae
-0.95%
-$855.15 
MS Morgan Stanley
-0.9%
-$118,537.5 
NOK Nokia Corporation Sponsored ADR
-0.64%
-$6,480 
MU Micron Technology, Inc.
-0.58%
-$48,159.9 
BP BP p.l.c. Sponsored ADR
-0.29%
-$1,135.12 
AMZN Amazon.com Inc
-0.28%
-$129,554.4 
DAL Delta Air Lines, Inc.
-0.27%
-$1,470 
C Citigroup Inc.
-0.04%
-$1,927.77 
CL Colgate-Palmolive Company
-0.01%
-$216 Events
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Dividends
Dividend Analysis
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| Trades 103 | Longs Won 39/103 37% | Profit Factor 1.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $466.24M |
| Average Win $152.34M | Best Trade (Oct 14) $4.14B | Sharpe Ratio -1,478.94 |
| Average Loss -$53.72M | Worst Trade (Oct 14) -$1.93B | Z-Score -2.1 (100%) |
| Commissions $0 | Avg. Trade Length 27y 6m 3w 4d | Expectancy $24.3M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.4% |
| Consecutive Losing Trades | 3,390 | 3,051 | 2,712 | 2,373 | 2,034 | 1,695 | 1,356 | 1,017 | 678 | 339 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 29,698 | $664.53M | $664.53M | - | - | - | 0.0 |
| 0236 02364J104 | 518,920 | $75.76B | $75.76B | - | - | - | 0.0 |
| 0266 026609107 | 93,000 | $6.07B | $6.07B | - | - | - | 0.0 |
| 0434 043491109 | 7,250 | $606.73M | $606.73M | - | - | - | 0.0 |
| 0488 048825103 | 41,350 | $3.02B | $3.02B | - | - | - | 0.0 |
| 0663 066365107 | 42,175 | $3.72B | $3.72B | - | - | - | 0.0 |
| 0778 077853109 | 21,400 | $1.11B | $1.11B | - | - | - | 0.0 |
| 1616 16161A108 | 39,270 | $3.19B | $3.19B | - | - | - | 0.0 |
| 1667 166751107 | 27,400 | $2.42B | $2.42B | - | - | - | 0.0 |
| 2003 200300AN1 | 220,000 | $277.75M | $277.75M | - | - | - | 0.0 |
| 2044 204493100 | 72,695 | $2.3B | $2.3B | - | - | - | 0.0 |
| 2470 247025109 | 547,102 | $22.36B | $22.36B | - | - | - | 0.0 |
| 2643 264324104 | 15,000 | $161.25M | $161.25M | - | - | - | 0.0 |
| 3022 302290101 | 62,480 | $1.45B | $1.45B | - | - | - | 0.0 |
| 3453 345370100 | 74,100 | $4.21B | $4.21B | - | - | - | 0.0 |
| 5526 55268B106 | 14,747 | $546.49M | $546.49M | - | - | - | 0.0 |
| 5855 585509102 | 12,400 | $872.65M | $872.65M | - | - | - | 0.0 |
| 6026 602683104 | 2,500 | $215.16M | $215.16M | - | - | - | 0.0 |
| 6040 604059105 | 7,100 | $502.32M | $502.32M | - | - | - | 0.0 |
| 6070 607059102 | 22,340 | $1.97B | $1.97B | - | - | - | 0.0 |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey Rubin?
The largest contributions to the portfolio's profits come from the following stocks: Citigroup Inc - $45.64M, International Business Machines Corporation - $42.07M, Microsoft Corp - $30.84M, General Electric Company - $18.11M, and American Express Company - $10.78M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Jeffrey Rubin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $249.05M earned over time. The largest contributors to dividend income include Citigroup Inc - $45.64M, International Business Machines Corporation - $42.07M, Microsoft Corp - $30.84M, General Electric Company - $18.11M, and American Express Company - $10.78M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Rubin's monthly returns?
Jeffrey Rubin's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Jeffrey Rubin's strategy be considered aggressive or moderate?
Jeffrey Rubin's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Jeffrey Rubin's strategy?
Jeffrey Rubin's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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