Jeffrey Gundlach Portfolio
Invests via DoubleLine Capital LP | Managed by Jeffrey Gundlach, Jeffrey Sherman
Invests via DoubleLine Capital LP
Managed by Jeffrey Gundlach, Jeffrey Sherman
Automatically Tracked
Built a reputation running macro-oriented bond strategies and taxable fixed-income products, Jeffrey Gundlach is a founder and portfolio manager known for influencing Treasury and credit markets through public commentary and thematic trades. He directs income-focused strategies, oversees active duration and credit positioning, and targets institutional and high-net-worth allocators with concentrated, research-driven convictions.
Built a reputation running macro-oriented bond strategies and taxable fixed-income products, Jeffrey Gundlach is a founder and portfolio manager known for influencing Treasury and credit markets through public commentary and thematic trades. He directs income-focused strategies, oversees active duration and credit positioning, and targets institutional and high-net-worth allocators with concentrated, research-driven convictions.
Investment Philosophy & Strategy
Combines top-down macro research with bottom-up credit analysis to run concentrated, income-oriented fixed-income portfolios. Emphasizes active duration and sector rotation, deploying thematic macro calls across Treasuries, IG and high-yield credit and selective securitized assets. Prefers medium-term conviction horizons, opportunistic use of leverage and derivatives for directional and relative-value trades, and tight position sizing with explicit stop and scenario-based risk controls. Targets institutional and HNW allocators via transparent market commentary, high-conviction bets and disciplined rebalancing to monetize macro dislocations.
Combines top-down macro research with bottom-up credit analysis to run concentrated, income-oriented fixed-income portfolios. Emphasizes active duration and sector rotation, deploying thematic macro calls across Treasuries, IG and high-yield credit and selective securitized assets. Prefers medium-term conviction horizons, opportunistic use of leverage and derivatives for directional and relative-value trades, and tight position sizing with explicit stop and scenario-based risk controls. Targets institutional and HNW allocators via transparent market commentary, high-conviction bets and disciplined rebalancing to monetize macro dislocations.
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:
30.55%
Gain -0.17%
Monthly
0.28%
Yearly
3.39%
Drawdown
39.61%
$47.74M
Equity
Holdings
$47.74M
Investment
$45.88M
$36.22M
Profit -$24,344.8
Realized
$34.35M
Unrealized
$1.87M
Dividends
$9M
Goals
Avg. 100% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 15% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.17%
Profit
-$24,344.8
Win %
65%
This Week
Compared To Last Week
Gain
1.24%
Profit
$583,757.47
Win %
65%
This Month
Compared to last month
Gain
0.73%
Profit
$348,033.06
Win %
65%
This Year
Compared to last year
Gain
14.06%
Profit
$5.89M
Win %
65%
VYNE Vyne Therapeutics Inc.
+1.61%
+$134.4 
ALKS Alkermes plc
+1.35%
+$54,000 
GSK GSK plc Sponsored ADR
+1.16%
+$36,480 
MRK Merck & Co., Inc.
+0.95%
+$55,400 
PFE Pfizer Inc.
+0.27%
+$6,000 
ATRS Antares Pharma Inc
+0.18%
+$5,000 
DRRX Durect Corporation
0%
$0 
GMDA Gamida Cell Ltd
0%
$0 
ADMS Adamas Pharmaceuticals Inc
0%
$0 
CLVS Clovis Oncology Inc
0%
$0 
AMYT Amryt Pharma plc
0%
$0 
TYME Tyme Technologies Inc
0%
$0 GNLN
GNLN
0%
$0 AZN
AZN
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 463 | Longs Won 253/463 54% | Profit Factor 1.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $740,374.43 |
| Average Win $375,347.9 | Best Trade (Mar 31) $7.59M | Sharpe Ratio -70.66 |
| Average Loss -$279,741.69 | Worst Trade (Oct 14) -$5.95M | Z-Score -6.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w | Expectancy $78,223.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.81% | 4.9% | 24.07% |
| Consecutive Losing Trades | 171 | 154 | 137 | 119 | 102 | 85 | 68 | 51 | 34 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADMS Adamas Pharmaceuticals Inc | 100,000 | $412,000 | $412,000 | - | - | - | 0.0 |
| ALKS Alkermes plc | 100,000 | $2.16M | $4.06M | - | $1.9M | 88.15% | +1.347% |
| AMYT Amryt Pharma plc | 250,000 | $3.31M | $3.67M | - | $364,282.16 | 11% | 0.0 |
| ATRS Antares Pharma Inc | 500,000 | $1.61M | $2.79M | - | $1.18M | 73.49% | +0.179% |
| AZN AZN | 50,000 | $2.74M | $3M | - | $254,500 | 9.29% | 0.0 |
 BMY Bristol-Myers Squibb Company | 50,000 | $3.25M | $3.03M | - | -$223,250 | -6.87% | -0.107% |
| CLVS Clovis Oncology Inc | 500,000 | $2.92M | $2.9M | - | -$19,800 | -0.68% | 0.0 |
| DRRX Durect Corporation | 25,000 | $320,000 | $32,000 | - | -$288,000 | -90% | 0.0 |
 GILD Gilead Sciences Inc. | 60,000 | $3.94M | $9.35M | - | $5.41M | 137.28% | -0.937% |
| GMDA Gamida Cell Ltd | 100,000 | $678,333.33 | $392,000 | - | -$286,333.33 | -42.21% | 0.0 |
| GNLN GNLN | 350,000 | $2.31M | $1.57M | - | -$746,242.85 | -32.29% | 0.0 |
| GSK GSK plc Sponsored ADR | 64,000 | $2.58M | $3.17M | - | $592,064 | 22.93% | +1.163% |
 IRWD Ironwood Pharmaceuticals Inc. | 200,000 | $2.24M | $716,000 | - | -$1.52M | -67.98% | -5.04% |
| MRK Merck & Co., Inc. | 40,000 | $3.02M | $5.86M | - | $2.84M | 93.96% | +0.954% |
| PFE Pfizer Inc. | 75,000 | $2.72M | $2.21M | - | -$503,250 | -18.52% | +0.272% |
| TYME Tyme Technologies Inc | 2M | $8.19M | $2.06M | - | -$6.13M | -74.83% | 0.0 |
 VRTX Vertex Pharmaceuticals Incorporated | 5,000 | $907,000 | $2.5M | - | $1.59M | 175.33% | -1.827% |
| VYNE Vyne Therapeutics Inc. | 448 | $2.57M | $8,467.2 | - | -$2.56M | -99.67% | +1.613% |
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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 Gundlach?
The largest contributions to the portfolio's profits come from the following stocks: Ani Pharmaceuticals Inc - $16.89M, AMRN - $6.55M, Pfizer Inc - $3.92M, Pacira BioSciences Inc - $3.49M, and Gilead Sciences Inc - $3.33M. 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: Novelion Therapeutics Inc - $7.36M, QLTI - $5.23M, DEPO - $4.68M, ProShares UltraPro Short S&P 500 Fund - $2.62M, and Tyme Technologies Inc - $2.36M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey Gundlach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9M earned over time. The largest contributors to dividend income include Gilead Sciences Inc - $1.71M, Pfizer Inc - $1.7M, GSK plc Sponsored ADR - $1.57M, Merck & Co., Inc - $987,419.93, and Bristol-Myers Squibb Company - $641,000. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey Gundlach's monthly returns?
Jeffrey Gundlach's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jeffrey Gundlach's strategy be considered aggressive or moderate?
Jeffrey Gundlach's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Jeffrey Gundlach's strategy?
Jeffrey Gundlach's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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