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:
23.02%
Gain -0.32%
Monthly
0.65%
Yearly
8.07%
Drawdown
6.43%
$288.71M
Equity
Holdings
$288.71M
Investment
$218.2M
$200.69M
Profit -$1.29M
Realized
$130.18M
Unrealized
$70.51M
Dividends
$17.58M
Goals
Avg. 73.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.32%
Profit
-$1.29M
Win %
84%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$1.62M
Win %
84%
This Month
Compared to last month
Gain
-0.45%
Profit
-$1.29M
Win %
84%
This Year
Compared to last year
Gain
2.34%
Profit
$6.63M
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$261,002.65 
ETN Eaton Corporation plc
+7.32%
+$26,668.02 
GOOG Alphabet Inc
+6.88%
+$19,593.41 
GOOGL Alphabet Inc
+6.73%
+$451,736.88 
META Meta Platforms Inc Class A
+3.28%
+$45,384.54 
MSFT Microsoft Corp.
+3.02%
+$344,803.67 
NVDA NVIDIA Corporation
+2.93%
+$34,585.51 
CVX Chevron Corporation
+2.35%
+$71,312.04 
EOG EOG Resources, Inc.
+2.19%
+$13,963.42 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$13,932.17 
CSCO Cisco Systems, Inc.
+2.14%
+$69,563.61 
GWW W.W. Grainger, Inc.
+1.97%
+$48,969.32 
JCI Johnson Controls International plc
+1.93%
+$9,757.8 
ROK Rockwell Automation, Inc.
+1.93%
+$9,233.24 
LHX L3Harris Technologies, Inc.
+1.9%
+$36,187.14 
PANW Palo Alto Networks, Inc.
+1.89%
+$22,238.4 
CINF Cincinnati Financial Corporation
+1.69%
+$5,309.98 
SHEL Shell plc
+1.62%
+$9,946.02 
SAP SAP SE Sponsored ADR
+1.51%
+$11,381.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$166,110.72 
GE General Electric Company
+1.42%
+$49,796.98 
BRC Brady Corporation
+1.21%
+$4,203.6 
AMAT Applied Materials, Inc.
+1.18%
+$2,360.01 
VUG Vanguard Growth ETF
+1.1%
+$30,346.83 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$45,116.4 
UNP Union Pacific Corporation
+0.92%
+$2,648.65 
IBM International Business Machines Corporation
+0.86%
+$16,565.26 
GEV GE Vernova Inc.
+0.85%
+$4,678.53 
MCD McDonald's Corporation
+0.82%
+$11,941.65 
EMR Emerson Electric Co.
+0.79%
+$14,009.08 
MPC Marathon Petroleum Corporation
+0.76%
+$14,696.19 
ISPY ProShares S&P High Income ETF
+0.73%
+$7,825.65 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,462.85 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,652.41 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,184.98 
CAT Caterpillar Inc.
+0.7%
+$1,502.55 
ROP Roper Technologies Inc.
+0.7%
+$8,309.6 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$30,683.04 
CARR Carrier Global Corporation
+0.68%
+$1,435.56 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,521.08 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$7,846.91 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,418.68 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.63%
+$25,050.96 
MO Altria Group, Inc.
+0.57%
+$1,134.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,705.82 
PSX Phillips 66
+0.51%
+$2,087.6 
SNY Sanofi American Depositary Receipt
+0.44%
+$2,664.97 
DBC Invesco DB Commodity Index Tracking Fund
+0.44%
+$7,155.46 
IWD iShares Russell 1000 Value ETF
+0.44%
+$906.87 
WST West Pharmaceutical Services, Inc.
+0.4%
+$4,015.44 
PFE Pfizer Inc.
+0.4%
+$865.2 
RTX RTX Corporation
+0.39%
+$3,780 
AVGO Broadcom Inc.
+0.37%
+$27,816.48 
PG Procter & Gamble Co
+0.37%
+$6,256.65 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,257.54 
BAC Bank of America Corporation
+0.36%
+$1,111.88 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$5,022.46 
GD General Dynamics Corporation
+0.32%
+$6,459.9 
MRK Merck & Co., Inc.
+0.32%
+$1,166.48 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$540 
JPM JPMorgan Chase & Co.
+0.27%
+$19,702.4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,269.2 
JNJ Johnson & Johnson
+0.21%
+$8,741.29 
ADI Analog Devices, Inc.
+0.2%
+$9,479.27 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$934.57 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$5,182.62 
MS Morgan Stanley
+0.17%
+$665.28 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$452.25 
CB Chubb Limited
+0.15%
+$2,434.29 
MMM 3M Company
+0.12%
+$524.98 
C Citigroup Inc.
+0.1%
+$1,364.77 
AFL Aflac Inc.
+0.09%
+$212.04 
WMT Walmart Inc.
+0.09%
+$2,020.84 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$4,442.77 
ABT Abbott Laboratories
+0.09%
+$534.15 
AEP American Electric Power Company, Inc.
+0.06%
+$366.03 
MGEE Mge Energy Inc.
+0.04%
+$152.64 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$249.09 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.11M 
LIN Linde plc
-5.95%
-$156,202.17 
ABBV AbbVie Inc.
-2.51%
-$7,634.6 
SNN Smith & Nephew plc ADR
-2.38%
-$16,138.43 
XLB Materials Select Sector SPDR Fund
-2.34%
-$4,840 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$15,873.75 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,363.37 
BAR GraniteShares Gold Trust
-1.51%
-$21,069.4 
GLD SPDR Gold Shares
-1.49%
-$31,415.74 
IAU iShares Gold Trust
-1.46%
-$9,971.12 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$24,728.81 
SHW The Sherwin-Williams Company
-1.16%
-$10,481.7 
NEE NextEra Energy, Inc.
-1.15%
-$23,141.12 
DE Deere & Company
-1.13%
-$3,060 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$2,938.98 
LOW Lowe's Companies Inc.
-1.08%
-$20,870.4 
INTC Intel Corporation
-1.02%
-$5,565.12 
KO The Coca-Cola Company
-1.02%
-$5,887.8 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$5,219 
XOM Exxon Mobil Corporation
-0.97%
-$4,322.25 
PEY Invesco High Yield Equity Dividend Achievers ETF
-0.82%
-$6,132 
D Dominion Energy, Inc.
-0.8%
-$1,624 
SPGI S&P Global Inc.
-0.74%
-$12,473.45 
BLK BlackRock, Inc.
-0.73%
-$29,573.84 
BCS Barclays PLC Sponsored ADR
-0.72%
-$6,853.8 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$1,664 
DUK Duke Energy Corporation
-0.67%
-$2,361.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$85,125.21 
AMGN Amgen Inc.
-0.64%
-$14,173.26 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,822.92 
PM Philip Morris International Inc.
-0.61%
-$2,469.72 
WEC WEC Energy Group Inc.
-0.57%
-$8,509.45 
VNQ Vanguard Real Estate ETF
-0.54%
-$11,085.12 
LLY Eli Lilly and Company
-0.53%
-$2,501.04 
NGG National Grid plc Sponsored ADR
-0.52%
-$4,371.36 
PEP PepsiCo, Inc.
-0.46%
-$5,820.16 
SDOG ALPS Sector Dividend Dogs ETF
-0.45%
-$3,665.6 
QSR Restaurant Brands International Inc.
-0.43%
-$2,473.3 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,071.4 
ARCC Ares Capital Corporation
-0.37%
-$3,930.64 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$2,996.4 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.34%
-$2,435.71 
IFF International Flavors & Fragrances Inc.
-0.33%
-$1,753.44 
CEG Constellation Energy Corporation
-0.31%
-$3,427.11 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,296.45 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,836.39 
VTV Vanguard Value ETF
-0.27%
-$9,323.02 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,654.5 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$14,962.12 
COST Costco Wholesale Corporation
-0.24%
-$4,491.54 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$3,430.97 
VB Vanguard Small-Cap ETF
-0.22%
-$707.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$944.45 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$687.4 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$7,984.75 
DEUS Xtrackers Russell US Multifactor ETF
-0.21%
-$22,857.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,471.52 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$27,748.18 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,089.3 
LNT Alliant Energy Corporation
-0.15%
-$450.01 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$1,779.96 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$817.92 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.09%
-$1,286.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$3,192 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,987.84 
V Visa Inc. Class A
-0.04%
-$85.53 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.04%
-$1,165.8 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$207.99 Events
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Dividends
Dividend Analysis
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| Trades 2060 | Longs Won 1552/2060 75% | Profit Factor 21.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.71M |
| Average Win $135,486.23 | Best Trade (Mar 30) $72.22M | Sharpe Ratio -10.03 |
| Average Loss -$18,866.75 | Worst Trade (Sep 29) -$592,661.96 | Z-Score 17.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $97,422.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.11% | 1.4% | 13.32% |
| Consecutive Losing Trades | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,360 | $10.02M | $14.01M | - | $3.99M | 39.82% | -7.354% |
| ABBV AbbVie Inc. | 1,180 | $226,973.45 | $296,109.2 | - | $69,135.75 | 30.46% | -2.513% |
| ABT Abbott Laboratories | 5,935 | $737,374.12 | $627,329.5 | - | -$110,044.62 | -14.92% | +0.085% |
| ADI Analog Devices, Inc. | 12,810 | $2.8M | $4.71M | - | $1.91M | 68.05% | +0.202% |
| AEP American Electric Power Company, Inc. | 5,229 | $536,268.26 | $668,527.65 | - | $132,259.39 | 24.66% | +0.055% |
| AFL Aflac Inc. | 1,767 | $196,473.39 | $225,257.16 | - | $28,783.77 | 14.65% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,618 | $647,564.11 | $644,394.66 | - | -$3,169.45 | -0.49% | -0.256% |
| AMAT Applied Materials, Inc. | 400 | $289,200 | $203,068 | - | -$86,132 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 364 | $211,451 | $173,318.6 | - | -$38,132.4 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 5,715 | $1.65M | $2.2M | - | $552,138.05 | 33.48% | -0.64% |
| AMZN Amazon.com Inc | 7,234 | $1.64M | $1.96M | - | $320,768.79 | 19.51% | +15.321% |
| ARCC Ares Capital Corporation | 56,152 | $1.12M | $1.05M | - | -$63,117.68 | -5.65% | -0.372% |
| ASML ASML Holding N.V. New York Registry Shares | 1,102 | $845,548.31 | $1.8M | - | $949,609.69 | 112.31% | -1.359% |
| AVGO Broadcom Inc. | 19,317 | $4.12M | $7.52M | - | $3.4M | 82.49% | +0.371% |
| AZN AstraZeneca PLC American Depositary Shares | 3,070 | $603,144.08 | $520,794.8 | - | -$82,349.28 | -13.65% | -0.992% |
| BAC Bank of America Corporation | 5,054 | $225,302.21 | $313,095.3 | - | $87,793.09 | 38.97% | +0.356% |
| BAR GraniteShares Gold Trust | 34,540 | $961,780.56 | $1.38M | - | $414,638.44 | 43.11% | -1.508% |
| BCS Barclays PLC Sponsored ADR | 34,269 | $721,816.12 | $942,397.5 | - | $220,581.38 | 30.56% | -0.722% |
| BLK BlackRock, Inc. | 3,706 | $3.82M | $4.04M | - | $225,528.63 | 5.91% | -0.727% |
| BNY BlackRock New York Municipal Income Trust | 1,809 | $197,997.8 | $282,800.97 | - | $84,803.17 | 42.83% | +0.16% |
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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 Steven JE Manders?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $74.77M, WisdomTree U.S. LargeCap Dividend Fund - $26.18M, WisdomTree Emerging Markets SmallCap Dividend Fund - $9.15M, Vanguard High Dividend Yield ETF - $5.88M, and AZN - $2.34M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: UnitedHealth Group Incorporated - $879,843.42, Accenture plc Class A - $876,665.91, Intel Corporation - $563,668.42, Zoetis Inc - $483,894.63, and Nike, Inc. - Class B - $340,148.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Steven JE Manders's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.58M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $2.54M, WisdomTree U.S. LargeCap Dividend Fund - $1.33M, VANGUARD FTSE DEVELOPED MARKETS ETF - $832,828.3, WisdomTree Emerging Markets SmallCap Dividend Fund - $802,476.95, and ISHARES S&P 500 VALUE ETF - $577,857.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Steven JE Manders's monthly returns?
Steven JE Manders'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 Steven JE Manders's strategy be considered aggressive or moderate?
Steven JE Manders'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 Steven JE Manders's strategy?
Steven JE Manders'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.
