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:
23.79%
Gain +0.14%
Monthly
0.64%
Yearly
7.94%
Drawdown
6.43%
$290.27M
Equity
Holdings
$290.27M
Investment
$218.2M
$202.25M
Profit +$776,856.1
Realized
$130.18M
Unrealized
$72.07M
Dividends
$18.54M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$776,856.1
Win %
84%
This Week
Compared To Last Week
Gain
0.4%
Profit
$1.17M
Win %
84%
This Month
Compared to last month
Gain
2.38%
Profit
$6.75M
Win %
84%
This Year
Compared to last year
Gain
2.89%
Profit
$8.19M
Win %
82%
GE General Electric Company
+2.29%
+$70,785 
RTX RTX Corporation
+2.27%
+$19,080 
ROK Rockwell Automation, Inc.
+2.25%
+$9,650.64 
C Citigroup Inc.
+2.19%
+$28,294.81 
NGG National Grid plc Sponsored ADR
+2.12%
+$17,485.44 
PM Philip Morris International Inc.
+2.09%
+$8,727.83 
GD General Dynamics Corporation
+1.98%
+$35,264.7 
SHEL Shell plc
+1.96%
+$13,734.98 
JPM JPMorgan Chase & Co.
+1.8%
+$126,493.6 
CCEP Coca-Cola Europacific Partners PLC
+1.66%
+$12,875.37 
BLK BlackRock, Inc.
+1.64%
+$67,893.81 
AEP American Electric Power Company, Inc.
+1.62%
+$10,501.4 
BCS Barclays PLC Sponsored ADR
+1.56%
+$12,165.5 
LHX L3Harris Technologies, Inc.
+1.53%
+$25,737.71 
PG Procter & Gamble Co
+1.47%
+$27,269.53 
PEP PepsiCo, Inc.
+1.41%
+$16,460.14 
XLB Materials Select Sector SPDR Fund
+1.38%
+$2,800 
JNJ Johnson & Johnson
+1.37%
+$57,230.71 
KO The Coca-Cola Company
+1.37%
+$8,242.92 
NEE NextEra Energy, Inc.
+1.37%
+$24,744.96 
ASML ASML Holding N.V. New York Registry Shares
+1.34%
+$24,541.61 
EOG EOG Resources, Inc.
+1.33%
+$8,891.77 
D Dominion Energy, Inc.
+1.32%
+$2,407 
MRK Merck & Co., Inc.
+1.3%
+$5,377.05 
LIN Linde plc
+1.3%
+$33,008.93 
MO Altria Group, Inc.
+1.27%
+$2,735.4 
LNT Alliant Energy Corporation
+1.26%
+$3,456.9 
CVX Chevron Corporation
+1.26%
+$43,544.36 
DUK Duke Energy Corporation
+1.25%
+$4,188.39 
WEC WEC Energy Group Inc.
+1.21%
+$17,356.48 
BNY BlackRock New York Municipal Income Trust
+1.18%
+$3,021.01 
RIO Rio Tinto Plc Sponsored ADR
+1.13%
+$9,261.6 
LLY Eli Lilly and Company
+1.12%
+$5,742.6 
LOW Lowe's Companies Inc.
+1.11%
+$19,950.98 
CINF Cincinnati Financial Corporation
+1.08%
+$3,249 
BAC Bank of America Corporation
+1.06%
+$2,779.7 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.05%
+$7,392.58 
FUTY Fidelity MSCI Utilities Index ETF
+1.02%
+$2,288 
QSR Restaurant Brands International Inc.
+0.98%
+$5,642.17 
SPGI S&P Global Inc.
+0.98%
+$16,861.45 
WMT Walmart Inc.
+0.97%
+$23,037.12 
MMM 3M Company
+0.94%
+$3,900 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$11,216.1 
AAPL Apple Inc.
+0.9%
+$139,708.8 
SDOG ALPS Sector Dividend Dogs ETF
+0.89%
+$7,216.65 
CARR Carrier Global Corporation
+0.85%
+$1,606.46 
GEV GE Vernova Inc.
+0.85%
+$4,436.44 
COST Costco Wholesale Corporation
+0.8%
+$15,425.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$23,321.96 
EFA iShares MSCI EAFE ETF
+0.79%
+$2,251.03 
VNQ Vanguard Real Estate ETF
+0.77%
+$14,472.24 
ROP Roper Technologies Inc.
+0.77%
+$8,966.39 
XOM Exxon Mobil Corporation
+0.73%
+$3,601.9 
ABBV AbbVie Inc.
+0.72%
+$2,419.01 
V Visa Inc. Class A
+0.72%
+$1,756.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.72%
+$90,559.5 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$10,507.49 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.68%
+$4,920.93 
IFF International Flavors & Fragrances Inc.
+0.67%
+$4,046.4 
DGRO iShares Core Dividend Growth ETF
+0.66%
+$3,064.36 
PSX Phillips 66
+0.65%
+$3,634.02 
SHW The Sherwin-Williams Company
+0.64%
+$5,700.56 
ADI Analog Devices, Inc.
+0.59%
+$30,359.57 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.57%
+$31,696.07 
MGEE Mge Energy Inc.
+0.53%
+$1,933.44 
AMGN Amgen Inc.
+0.51%
+$12,744.46 
IJS iShares S&P Small-Cap 600 Value ETF
+0.51%
+$24,433.2 
VTV Vanguard Value ETF
+0.51%
+$17,856.26 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.5%
+$990 
EMR Emerson Electric Co.
+0.46%
+$8,904.12 
IVE ISHARES S&P 500 VALUE ETF
+0.46%
+$66,597.12 
CAT Caterpillar Inc.
+0.43%
+$841.37 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$5,277.73 
GLD SPDR Gold Shares
+0.43%
+$9,167.66 
IAU iShares Gold Trust
+0.42%
+$2,911.92 
IWD iShares Russell 1000 Value ETF
+0.42%
+$870.11 
MS Morgan Stanley
+0.41%
+$1,395.22 
BAR GraniteShares Gold Trust
+0.4%
+$5,699.1 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$5,683.31 
GWW W.W. Grainger, Inc.
+0.35%
+$8,537.12 
ABT Abbott Laboratories
+0.33%
+$2,077.25 
UNP Union Pacific Corporation
+0.33%
+$952.33 
AFL Aflac Inc.
+0.3%
+$636.11 
COWZ Pacer US Cash Cows 100 ETF
+0.3%
+$1,509.69 
IJR iShares Core S&P Small-Cap ETF
+0.27%
+$1,924.37 
JCI Johnson Controls International plc
+0.26%
+$1,333.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.26%
+$1,101.87 
SAP SAP SE Sponsored ADR
+0.25%
+$2,367.78 
CB Chubb Limited
+0.24%
+$3,858.12 
WST West Pharmaceutical Services, Inc.
+0.23%
+$2,550 
RSP Invesco S&P 500 Equal Weight ETF
+0.22%
+$5,304.96 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.22%
+$608.75 
SDCI USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
+0.16%
+$6,958.6 
MCD McDonald's Corporation
+0.15%
+$1,981.22 
SNN Smith & Nephew plc ADR
+0.14%
+$838.36 
SNY Sanofi American Depositary Receipt
+0.14%
+$771.43 
ARCC Ares Capital Corporation
+0.13%
+$1,403.8 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$761.07 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.12%
+$4,100.32 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.11%
+$3,497.4 
VO Vanguard Mid-Cap ETF
+0.1%
+$5,975.68 
PFE Pfizer Inc.
+0.09%
+$216.3 
AZN AstraZeneca PLC American Depositary Shares
+0.05%
+$276.33 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$153.37 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.01%
+$136.92 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DEUS Xtrackers Russell US Multifactor ETF
0%
$0 
PANW Palo Alto Networks, Inc.
-3.97%
-$53,119 
AMD Advanced Micro Devices, Inc.
-2.98%
-$6,089.71 
INTC Intel Corporation
-2.59%
-$14,780.48 
AVGO Broadcom Inc.
-1.78%
-$118,219.85 
AMAT Applied Materials, Inc.
-1.74%
-$2,984 
META Meta Platforms Inc Class A
-1.71%
-$32,408.3 
GOOGL Alphabet Inc
-1.31%
-$92,277.36 
CSCO Cisco Systems, Inc.
-1.24%
-$38,932.72 
XLK State Street Technology Select Sector SPDR ETF
-1.23%
-$4,196.88 
GOOG Alphabet Inc
-1.18%
-$3,471.71 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.91%
-$11,599.78 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$17,537.19 
QQQM Invesco NASDAQ 100 ETF
-0.84%
-$39,856.48 
VBK Vanguard Small-Cap Growth ETF
-0.81%
-$8,324.1 
VWO Vanguard FTSE Emerging Markets ETF
-0.63%
-$29,809.05 
VOT Vanguard Mid-Cap Growth ETF
-0.61%
-$6,569.7 
VLUE iShares MSCI USA Value Factor ETF
-0.6%
-$1,583.55 
ETN Eaton Corporation plc
-0.59%
-$2,251.39 
MSFT Microsoft Corp.
-0.56%
-$77,213.8 
VUG Vanguard Growth ETF
-0.55%
-$15,989.19 
AMZN Amazon.com Inc
-0.52%
-$9,657.32 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.48%
-$21,712.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.47%
-$57,965.72 
BRC Brady Corporation
-0.34%
-$1,078.8 
NVDA NVIDIA Corporation
-0.34%
-$4,482.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.33%
-$14,563.5 
IBM International Business Machines Corporation
-0.23%
-$4,596.69 
DBC Invesco DB Commodity Index Tracking Fund
-0.23%
-$4,128.15 
CEG Constellation Energy Corporation
-0.22%
-$2,538.6 
MPC Marathon Petroleum Corporation
-0.19%
-$5,595.65 
ISPY ProShares S&P High Income ETF
-0.18%
-$1,900.52 
DE Deere & Company
-0.13%
-$389.25 
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF
-0.13%
-$1,807.22 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.12%
-$454.44 
VB Vanguard Small-Cap ETF
-0.12%
-$353.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$1,810.09 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$751.88 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.09%
-$671.92 
ESGU iShares ESG Aware MSCI USA ETF
-0.08%
-$247 
VOO Vanguard S&P 500 ETF
-0.07%
-$164.9 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$498.18 Events
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Dividends
Dividend Analysis
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| Trades 2060 | Longs Won 1548/2060 75% | Profit Factor 22.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.71M |
| Average Win $136,836.87 | Best Trade (Mar 30) $72.22M | Sharpe Ratio -10.03 |
| Average Loss -$18,701.44 | Worst Trade (Sep 29) -$592,661.96 | Z-Score 10.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $98,178.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% | 1.32% | 12.97% |
| Consecutive Losing Trades | 15,625 | 14,063 | 12,500 | 10,938 | 9,375 | 7,813 | 6,250 | 4,688 | 3,125 | 1,563 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 45,360 | $10.02M | $15.65M | - | $5.63M | 56.19% | +0.901% |
| ABBV AbbVie Inc. | 1,180 | $226,973.45 | $336,831 | - | $109,857.55 | 48.4% | +0.723% |
| ABT Abbott Laboratories | 5,935 | $737,374.12 | $623,353.05 | - | -$114,021.07 | -15.46% | +0.334% |
| ADI Analog Devices, Inc. | 12,810 | $2.8M | $5.2M | - | $2.4M | 85.85% | +0.587% |
| AEP American Electric Power Company, Inc. | 5,229 | $536,268.26 | $660,413.81 | - | $124,145.55 | 23.15% | +1.616% |
| AFL Aflac Inc. | 1,767 | $196,473.39 | $209,230.47 | - | $12,757.08 | 6.49% | +0.305% |
| AGG iShares Core U.S. Aggregate Bond ETF | 6,618 | $647,564.11 | $632,184.45 | - | -$15,379.66 | -2.38% | +0.121% |
| AMAT Applied Materials, Inc. | 400 | $289,200 | $169,020 | - | -$120,180 | -41.56% | -1.735% |
| AMD Advanced Micro Devices, Inc. | 364 | $211,451 | $198,562 | - | -$12,889 | -6.1% | -2.976% |
| AMGN Amgen Inc. | 5,715 | $1.65M | $2.49M | - | $844,174.55 | 51.19% | +0.514% |
| AMZN Amazon.com Inc | 7,234 | $1.64M | $1.83M | - | $189,435.59 | 11.52% | -0.524% |
| ARCC Ares Capital Corporation | 56,152 | $1.12M | $1.06M | - | -$52,729.56 | -4.72% | +0.132% |
| ASML ASML Holding N.V. New York Registry Shares | 1,102 | $845,548.31 | $1.85M | - | $1.01M | 118.92% | +1.344% |
| AVGO Broadcom Inc. | 19,317 | $4.12M | $6.53M | - | $2.41M | 58.55% | -1.777% |
| AZN AstraZeneca PLC American Depositary Shares | 3,070 | $603,144.08 | $511,983.9 | - | -$91,160.18 | -15.11% | +0.054% |
| BAC Bank of America Corporation | 5,054 | $225,302.21 | $264,071.5 | - | $38,769.29 | 17.21% | +1.064% |
| BAR GraniteShares Gold Trust | 34,540 | $961,780.56 | $1.42M | - | $463,167.14 | 48.16% | +0.402% |
| BCS Barclays PLC Sponsored ADR | 34,269 | $721,816.12 | $793,841.38 | - | $72,025.26 | 9.98% | +1.556% |
| BLK BlackRock, Inc. | 3,706 | $3.82M | $4.22M | - | $406,047.85 | 10.64% | +1.635% |
| BNY BlackRock New York Municipal Income Trust | 1,809 | $197,997.8 | $260,061.82 | - | $62,064.02 | 31.35% | +1.175% |
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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 - $9.2M, 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 $18.54M 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 - $864,976.92, WisdomTree Emerging Markets SmallCap Dividend Fund - $857,482.71, and ISHARES S&P 500 VALUE ETF - $635,259.14. 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.
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