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:
18.43%
Gain
Monthly
0.23%
Yearly
2.84%
Drawdown
38.18%
$55.49M
Equity
Holdings
$55.49M
Investment
$45.88M
$42.39M
Profit +$2.52M
Realized
$32.77M
Unrealized
$9.61M
Dividends
$9.08M
Goals
Avg. 100% completed goals
Yearly
Gain > 8% 2026
Yearly
Loss < 15% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.52M
Win %
73%
This Week
Compared To Last Week
Gain
3.37%
Profit
$1.81M
Win %
73%
This Month
Compared to last month
Gain
21.62%
Profit
$9.86M
Win %
73%
This Year
Compared to last year
Gain
32.57%
Profit
$13.63M
Win %
73%
VYNE Vyne Therapeutics Inc.
+8.99%
+$1,431.36 
BMY Bristol-Myers Squibb Company
+2.69%
+$76,750 
MRK Merck & Co., Inc.
+2.22%
+$107,200 
PFE Pfizer Inc.
+2.14%
+$39,000 
GILD Gilead Sciences Inc.
+2%
+$156,300 
IRWD Ironwood Pharmaceuticals Inc.
+0.88%
+$7,000 
VRTX Vertex Pharmaceuticals Incorporated
+0.84%
+$20,040 
GSK GSK plc Sponsored ADR
+0.71%
+$23,360 
ATRS Antares Pharma Inc
+0.18%
+$5,000 
ALKS Alkermes plc
+0.04%
+$2,000 
ADMS Adamas Pharmaceuticals Inc
0%
$0 
AMYT Amryt Pharma plc
0%
$0 
AZN
0%
$0 
CLVS Clovis Oncology Inc
0%
$0 
DRRX Durect Corporation
0%
$0 
GMDA Gamida Cell Ltd
0%
$0 
GNLN
0%
$0 
TYME Tyme Technologies Inc
0%
$0 No Data
Events
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Dividends
Dividend Analysis
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| Trades 463 | Longs Won 244/463 52% | Profit Factor 1.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,932.02 |
| Average Win $382,399.32 | Best Trade (Mar 31) $7.59M | Sharpe Ratio -71.98 |
| Average Loss -$232,505.85 | Worst Trade (Sep 30) -$3.08M | Z-Score -4.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $91,547.84 |
| 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% | 0.04% | 0.77% | 10.08% |
| Consecutive Losing Trades | 239 | 215 | 191 | 167 | 143 | 119 | 95 | 72 | 48 | 24 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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