Adolfo Feijoo Rey Portfolio
Invests via CRITERIA CAIXA, S.A.U. | Managed by Adolfo Feijoo Rey
Invests via CRITERIA CAIXA, S.A.U.
Managed by Adolfo Feijoo Rey
Automatically Tracked
Adolfo Feijoo Rey Profile
Based in Iberia, Adolfo Feijoo Rey is a corporate finance executive and investor with experience in cross‑border M&A, operational value creation and board-level portfolio oversight. He has advised strategic buyers and private equity sponsors on deal execution, integration and carve-outs, and is known for driving margin improvement in industrial and consumer sectors. Active in mid‑market transactions and capital structuring.
Based in Iberia, Adolfo Feijoo Rey is a corporate finance executive and investor with experience in cross‑border M&A, operational value creation and board-level portfolio oversight. He has advised strategic buyers and private equity sponsors on deal execution, integration and carve-outs, and is known for driving margin improvement in industrial and consumer sectors. Active in mid‑market transactions and capital structuring.
Investment Philosophy & Strategy
Iberia‑focused investor applying pragmatic, value‑oriented private equity discipline to mid‑market corporate situations. Prioritizes control or influence positions where operational levers — cost structure, pricing, and integration — unlock predictable margin expansion over a 3–7 year horizon. Capital allocation favors industrials, consumer and industrial services with cross‑border M&A optionality and carve‑out complexity. Underwrites deals with deep due diligence on cash conversion and integration risk, uses active oversight, aligned governance and milestone‑linked capital tranches to limit downside while pursuing scalable EBITDA growth.
Iberia‑focused investor applying pragmatic, value‑oriented private equity discipline to mid‑market corporate situations. Prioritizes control or influence positions where operational levers — cost structure, pricing, and integration — unlock predictable margin expansion over a 3–7 year horizon. Capital allocation favors industrials, consumer and industrial services with cross‑border M&A optionality and carve‑out complexity. Underwrites deals with deep due diligence on cash conversion and integration risk, uses active oversight, aligned governance and milestone‑linked capital tranches to limit downside while pursuing scalable EBITDA growth.
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:
19.24%
Gain +0.01%
Monthly
0.85%
Yearly
10.74%
Drawdown
32.16%
$173.36M
Equity
Holdings
$173.36M
Investment
$175.49M
$336.15M
Profit +$60,000
Realized
$338.28M
Unrealized
-$2.13M
Dividends
$93.52M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$60,000
Win %
0%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$193,440
Win %
0%
This Month
Compared to last month
Gain
-0.11%
Profit
-$193,440
Win %
0%
This Year
Compared to last year
Gain
-0.28%
Profit
-$492,980.52
Win %
85%
Events
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Dividends
Dividend Analysis
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| Trades 301 | Longs Won 188/301 62% | Profit Factor 3.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.2M |
| Average Win $2.43M | Best Trade (Jun 29) $54.42M | Sharpe Ratio -10.11 |
| Average Loss -$1.06M | Worst Trade (Jun 29) -$14.79M | Z-Score -4.76 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 1w 3d | Expectancy $1.12M |
| 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% | 0.07% | 0.65% | 4.27% | 22.57% |
| Consecutive Losing Trades | 163 | 147 | 130 | 114 | 98 | 81 | 65 | 49 | 33 | 16 |
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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FAQ
Which stocks have generated the highest profits for Adolfo Feijoo Rey?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $105.29M, AbbVie Inc - $78.64M, Amazon.com Inc - $36.9M, Microsoft Corp - $33.19M, and International Business Machines Corporation - $27.74M. 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: Carnival Corporation Ltd - $18.06M, Under Armour Inc - $15.72M, Open Text Corporation - $12.05M, Pfizer Inc - $2.44M, and Cerner Corp - $1.86M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Adolfo Feijoo Rey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $93.52M earned over time. The largest contributors to dividend income include The Kraft Heinz Company - $20.28M, AbbVie Inc - $16.72M, Pfizer Inc - $13.54M, International Business Machines Corporation - $8.48M, and iShares 1-3 Year Treasury Bond ETF - $7.02M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adolfo Feijoo Rey's monthly returns?
Adolfo Feijoo Rey's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Adolfo Feijoo Rey's strategy be considered aggressive or moderate?
Adolfo Feijoo Rey'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 Adolfo Feijoo Rey's strategy?
Adolfo Feijoo Rey'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.
