Steven JE Manders Portfolio
Invests via BKM Wealth Management, LLC | Managed by Matthew M. Kons, Casey J. Berrall, Steven J E Manders, William J. Manders
Invests via BKM Wealth Management, LLC
Managed by Matthew M. Kons, Casey J. Berrall, Steven J E Manders, William J. Manders
Automatically Tracked
Steven JE Manders Profile
Senior finance executive and investor focused on emerging markets, Steven JE Manders brings operational and capital-markets experience spanning corporate finance, strategic advisory and private investments. Known for structuring cross-border transactions and portfolio optimization, he has worked with corporates and PE firms on M&A, capital raising and turnaround assignments. Market-oriented analyst with emphasis on governance, cash-flow improvement and value realization; active in board advisory and deal sourcing across fintech, energy and industrial sectors.
Senior finance executive and investor focused on emerging markets, Steven JE Manders brings operational and capital-markets experience spanning corporate finance, strategic advisory and private investments. Known for structuring cross-border transactions and portfolio optimization, he has worked with corporates and PE firms on M&A, capital raising and turnaround assignments. Market-oriented analyst with emphasis on governance, cash-flow improvement and value realization; active in board advisory and deal sourcing across fintech, energy and industrial sectors.
Investment Philosophy & Strategy
Seasoned emerging-markets investor who prioritizes cash-flow-driven value and disciplined capital allocation. Focuses on control and minority investments that enable operational turnaround, governance upgrades and cross-border structuring to unlock value. Balances private equity-style active ownership with strategic advisory, favoring fintech, energy and industrials where structural growth and margin improvement are visible. Uses rigorous underwriting, scenario-based stress tests and staged capital release to manage downside while targeting multi-year capital appreciation through portfolio optimization and exit planning.
Seasoned emerging-markets investor who prioritizes cash-flow-driven value and disciplined capital allocation. Focuses on control and minority investments that enable operational turnaround, governance upgrades and cross-border structuring to unlock value. Balances private equity-style active ownership with strategic advisory, favoring fintech, energy and industrials where structural growth and margin improvement are visible. Uses rigorous underwriting, scenario-based stress tests and staged capital release to manage downside while targeting multi-year capital appreciation through portfolio optimization and exit planning.
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:
2.37%
Gain
Monthly
0.08%
Yearly
0.93%
Drawdown
11.59%
$300.6M
Equity
Holdings
$300.6M
Investment
$230.09M
$92.24M
Profit +$427,246.9
Realized
$21.73M
Unrealized
$70.51M
Dividends
$17.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$427,246.9
Win %
83%
This Week
Compared To Last Week
Gain
0.1%
Profit
$289,017.85
Win %
83%
This Month
Compared to last month
Gain
1.44%
Profit
$4.26M
Win %
83%
This Year
Compared to last year
Gain
10.2%
Profit
$27.83M
Win %
82%
ABT Abbott Laboratories
+11.19%
+$232,717.05 
ACN Accenture plc Class A
+4.52%
+$38,093.32 
QSR Restaurant Brands International Inc.
+3.95%
+$24,137.34 
UNP Union Pacific Corporation
+3.68%
+$10,525.12 
MRK Merck & Co., Inc.
+3.51%
+$12,386.36 
ZTS Zoetis Inc.
+3.47%
+$21,287.47 
PEY Invesco High Yield Equity Dividend Achievers ETF
+3.14%
+$23,816.25 
ABBV AbbVie Inc.
+3.01%
+$8,661.2 
IBM International Business Machines Corporation
+2.94%
+$51,973.14 
OMC Omnicom Group Inc.
+2.89%
+$46,200.96 
LOW Lowe's Companies Inc.
+2.79%
+$58,954.8 
PM Philip Morris International Inc.
+2.69%
+$10,523 
AMGN Amgen Inc.
+2.67%
+$60,668.21 
MCD McDonald's Corporation
+2.59%
+$33,078.92 
PEP PepsiCo, Inc.
+2.56%
+$28,133.26 
SPGI S&P Global Inc.
+2.44%
+$40,172.71 
MO Altria Group, Inc.
+2.42%
+$4,976.1 
IFF International Flavors & Fragrances Inc.
+2.42%
+$11,986.6 
SAP SAP SE Sponsored ADR
+2.42%
+$14,997.06 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.39%
+$14,006.02 
BRC Brady Corporation
+2.35%
+$8,640 
KO The Coca-Cola Company
+2.33%
+$13,050.24 
COST Costco Wholesale Corporation
+2.29%
+$39,986.01 
MPC Marathon Petroleum Corporation
+2.28%
+$44,744.7 
GWW W.W. Grainger, Inc.
+2.23%
+$39,049.28 
PSX Phillips 66
+2.22%
+$8,532.52 
WMT Walmart Inc.
+2.21%
+$41,652.72 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$57,860.22 
HD The Home Depot, Inc.
+1.99%
+$3,984.8 
SNN Smith & Nephew plc ADR
+1.95%
+$11,077.2 
MSFT Microsoft Corp.
+1.89%
+$182,418.27 
PG Procter & Gamble Co
+1.76%
+$29,226.49 
VNQ Vanguard Real Estate ETF
+1.69%
+$38,961.45 
SHW The Sherwin-Williams Company
+1.6%
+$13,917.51 
SDOG ALPS Sector Dividend Dogs ETF
+1.56%
+$13,294.6 
COWZ Pacer US Cash Cows 100 ETF
+1.55%
+$9,695.28 
IJS iShares S&P Small-Cap 600 Value ETF
+1.55%
+$83,591.15 
CB Chubb Limited
+1.5%
+$22,563.45 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.49%
+$4,266.6 
AAPL Apple Inc.
+1.4%
+$211,932.3 
AFL Aflac Inc.
+1.38%
+$3,503.66 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.3%
+$79,941.68 
DE Deere & Company
+1.3%
+$3,449.26 
EMR Emerson Electric Co.
+1.25%
+$24,567.57 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.21%
+$19,696.16 
MMM 3M Company
+1.15%
+$4,600 
CVX Chevron Corporation
+1.11%
+$23,965.28 
PFE Pfizer Inc.
+1.11%
+$2,379.3 
LLY Eli Lilly and Company
+1.06%
+$5,108.25 
CARR Carrier Global Corporation
+1.04%
+$2,454.59 
DEUS Xtrackers Russell US Multifactor ETF
+1.04%
+$117,430.51 
SNY Sanofi American Depositary Receipt
+1.03%
+$5,989.5 
DGRO iShares Core Dividend Growth ETF
+1.02%
+$5,144.89 
CINF Cincinnati Financial Corporation
+1.02%
+$3,168 
LNT Alliant Energy Corporation
+0.99%
+$3,006.89 
IJR iShares Core S&P Small-Cap ETF
+0.92%
+$8,267.4 
XOM Exxon Mobil Corporation
+0.89%
+$3,705.6 
IWD iShares Russell 1000 Value ETF
+0.85%
+$7,771.13 
VOE Vanguard Mid-Cap Value ETF
+0.85%
+$16,414.03 
DUK Duke Energy Corporation
+0.82%
+$2,855.2 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$119,352.6 
QARP Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
+0.79%
+$8,784.1 
ARCC Ares Capital Corporation
+0.78%
+$7,384.11 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$19,352.77 
AZN AstraZeneca PLC American Depositary Shares
+0.76%
+$3,551.74 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.6%
+$1,681.79 
HON Honeywell International Inc.
+0.56%
+$1,085 
WEC WEC Energy Group Inc.
+0.47%
+$11,771.83 
JNJ Johnson & Johnson
+0.46%
+$14,742.87 
XLB Materials Select Sector SPDR Fund
+0.46%
+$920 
IJH iShares Core S&P Mid-Cap ETF
+0.44%
+$3,780.47 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$7,640.75 
SHEL Shell plc
+0.42%
+$2,540.52 
VTV Vanguard Value ETF
+0.41%
+$19,704.6 
LIN Linde plc
+0.4%
+$11,772.84 
AMZN Amazon.com Inc
+0.37%
+$1,990.92 
GD General Dynamics Corporation
+0.32%
+$7,547.02 
VB Vanguard Small-Cap ETF
+0.31%
+$970.33 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.31%
+$12,435.54 
AEP American Electric Power Company, Inc.
+0.24%
+$1,677.76 
GOOGL Alphabet Inc
+0.21%
+$15,751.33 
BAC Bank of America Corporation
+0.18%
+$590.92 
LMT Lockheed Martin Corporation
+0.17%
+$275.82 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$827.58 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.02%
+$544.07 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$19.33 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GE General Electric Company
-5.37%
-$192,880.8 
MS Morgan Stanley
-4.48%
-$18,905.04 
AVGO Broadcom Inc.
-4.2%
-$332,427.34 
ETN Eaton Corporation plc
-4.18%
-$16,249.5 
CSCO Cisco Systems, Inc.
-3.56%
-$103,793.31 
RIO Rio Tinto Plc Sponsored ADR
-3.02%
-$26,413.75 
SIVR abrdn Physical Silver Shares ETF
-2.96%
-$7,726.87 
GEV GE Vernova Inc.
-2.68%
-$18,749.64 
ADI Analog Devices, Inc.
-2.68%
-$137,575.8 
NVDA NVIDIA Corporation
-2.56%
-$32,475.53 
XLK State Street Technology Select Sector SPDR ETF
-2.27%
-$8,849.76 
META Meta Platforms Inc Class A
-1.71%
-$40,658.48 
GLD SPDR Gold Shares
-1.68%
-$40,075 
IAU iShares Gold Trust
-1.64%
-$11,583.75 
C Citigroup Inc.
-1.64%
-$23,708.26 
BAR GraniteShares Gold Trust
-1.58%
-$17,953.74 
BNY BlackRock New York Municipal Income Trust
-1.48%
-$4,718.15 
JCI Johnson Controls International plc
-1.46%
-$7,318.35 
IWF iShares Russell 1000 Growth ETF
-1.41%
-$10,581.68 
QQQ Invesco QQQ Trust, Series 1
-1.31%
-$27,140 
QQQM Invesco NASDAQ 100 ETF
-1.3%
-$61,623.5 
VOT Vanguard Mid-Cap Growth ETF
-1.24%
-$18,379.89 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.2%
-$21,997.8 
RTX RTX Corporation
-1.2%
-$10,567.99 
VWO Vanguard FTSE Emerging Markets ETF
-1.09%
-$57,402.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.08%
-$139,638 
DBC Invesco DB Commodity Index Tracking Fund
-1.06%
-$21,263.08 
VBK Vanguard Small-Cap Growth ETF
-1.06%
-$15,588.1 
LHX L3Harris Technologies, Inc.
-1.04%
-$25,668.3 
VEU Vanguard FTSE All-World ex-US ETF
-0.98%
-$4,276.31 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.97%
-$49,086.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.95%
-$136,320.21 
VLUE iShares MSCI USA Value Factor ETF
-0.89%
-$2,532.51 
NGG National Grid plc Sponsored ADR
-0.88%
-$7,008 
SLB Schlumberger Limited
-0.84%
-$4,246 
VUG Vanguard Growth ETF
-0.81%
-$31,771.74 
EFA iShares MSCI EAFE ETF
-0.69%
-$1,918.35 
MFDX PIMCO RAFI Dynamic Multi-Factor International Equity ETF
-0.61%
-$6,893.04 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.54%
-$1,667.61 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
-0.53%
-$25,979.55 
ESGU iShares ESG Aware MSCI USA ETF
-0.4%
-$1,244.5 
ASML ASML Holding N.V. New York Registry Shares
-0.39%
-$7,650.08 
JPM JPMorgan Chase & Co.
-0.35%
-$23,734.91 
BCS Barclays PLC Sponsored ADR
-0.34%
-$2,993.16 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.33%
-$1,342.92 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.32%
-$6,524.33 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.31%
-$15,294.82 
SPY SPDR S&P 500 ETF Trust
-0.29%
-$3,074.76 
NEE NextEra Energy, Inc.
-0.28%
-$4,978.75 
VOO Vanguard S&P 500 ETF
-0.28%
-$943.8 
BLK BlackRock, Inc.
-0.25%
-$10,744.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$4,846.23 
FUTY Fidelity MSCI Utilities Index ETF
-0.2%
-$552 
CCEP Coca-Cola Europacific Partners PLC
-0.19%
-$1,261.07 
ISPY ProShares S&P High Income ETF
-0.17%
-$2,095.52 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.09%
-$704.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.08%
-$949.65 
ROK Rockwell Automation, Inc.
-0.04%
-$162.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$148.82 
VO Vanguard Mid-Cap ETF
-0.03%
-$1,541.93 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.01%
-$141.34 Events
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Dividends
Dividend Analysis
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| Trades 1927 | Longs Won 1134/1927 58% | Profit Factor 10.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $312,425.63 |
| Average Win $89,534.43 | Best Trade (Mar 31) $8.22M | Sharpe Ratio -11.87 |
| Average Loss -$11,720.76 | Worst Trade (Jul 10) -$729,850.59 | Z-Score -3.61 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $47,865.85 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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Returns
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