RMB
Robert M. Bonine Portfolio
Invests via Lifelong Wealth Advisors Inc. | Managed by Robert M. Bonine
Invests via Lifelong Wealth Advisors Inc.
Managed by Robert M. Bonine
Automatically Tracked
Seasoned leader with a track record in operational management, board governance and buyout-style investing across industrials and business services. Robert M. Bonine has served as an operating CEO, private equity investor and board director, driving M&A, carve-outs and margin improvement initiatives. Market-facing strengths include value creation through operational restructuring, portfolio company oversight and strategic exits; active in direct investments and advisor roles.
Seasoned leader with a track record in operational management, board governance and buyout-style investing across industrials and business services. Robert M. Bonine has served as an operating CEO, private equity investor and board director, driving M&A, carve-outs and margin improvement initiatives. Market-facing strengths include value creation through operational restructuring, portfolio company oversight and strategic exits; active in direct investments and advisor roles.
Investment Philosophy & Strategy
Seasoned leader with a track record in operational management, board governance and buyout-style investing across industrials and business services. Robert M. Bonine has served as an operating CEO, private equity investor and board director, driving M&A, carve-outs and margin improvement initiatives. Market-facing strengths include value creation through operational restructuring, portfolio company oversight and strategic exits; active in direct investments and advisor roles.
Seasoned leader with a track record in operational management, board governance and buyout-style investing across industrials and business services. Robert M. Bonine has served as an operating CEO, private equity investor and board director, driving M&A, carve-outs and margin improvement initiatives. Market-facing strengths include value creation through operational restructuring, portfolio company oversight and strategic exits; active in direct investments and advisor roles.
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:
32.96%
Gain -0.24%
Monthly
1.55%
Yearly
20.32%
Drawdown
18.26%
$422.9M
Equity
Holdings
$422.9M
Investment
$360.87M
$75.3M
Profit -$673,717.72
Realized
$13.28M
Unrealized
$62.03M
Dividends
$6.82M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.24%
Profit
-$673,717.72
Win %
70%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$643,867.07
Win %
70%
This Month
Compared to last month
Gain
-0.21%
Profit
-$883,544.51
Win %
70%
This Year
Compared to last year
Gain
-0.22%
Profit
-$946,564.2
Win %
73%
ABT Abbott Laboratories
+10.71%
+$23,269.04 
ABBV AbbVie Inc.
+4.21%
+$17,671.32 
MA Mastercard Incorporated
+3.05%
+$8,622.23 
PG Procter & Gamble Co
+2.33%
+$6,958.64 
AAPL Apple Inc.
+1.76%
+$44,012.16 
TGT Target Corporation
+1.39%
+$7,793.32 
JNJ Johnson & Johnson
+1.19%
+$3,961.84 
LLY Eli Lilly and Company
+1.08%
+$14,910.06 
XEL Xcel Energy Inc.
+0.92%
+$5,231.91 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$2,415 
WFC Wells Fargo & Company
+0.64%
+$2,051.84 
ORCL Oracle Corporation
+0.03%
+$1,547.97 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$80.81 
ACWI iShares MSCI ACWI ETF
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AOA iShares Core Aggressive Allocation ETF
0%
$0 
ARKF Ark Fintech Innovation ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVGO Broadcom Inc.
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BAI iShares A.I. Innovation and Tech Active ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.32 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
+$0.02 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
FMDE Fidelity Enhanced Mid Cap ETF
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
-$0.03 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
-$0.02 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GOOG Alphabet Inc
0%
+$0.01 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
JBND JPMorgan Active Bond ETF
0%
-$1.4 
JMST JPMorgan Ultra-Short Municipal Income Fund
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
$0 
META Meta Platforms Inc Class A
0%
$0 
MMM 3M Company
0%
$0 
MRVL Marvell Technology, Inc.
0%
+$0.01 
MSFT Microsoft Corp.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
0%
$0 
NULG Nuveen ESG Large-Cap Growth ETF
0%
$0 
NULV Nuveen ESG Large-Cap Value ETF
0%
$0 
OTTR Otter Tail Corporation
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SYSB iShares Systematic Bond ETF
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
-$0.01 
UNH UnitedHealth Group Incorporated
0%
$0 
USXF iShares ESG Aware MSCI USA ETF
0%
-$2.7 
VOO Vanguard S&P 500 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
-$0.01 
XLG Invesco S&P 500 Top 50 ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
0%
$0 
GLW Corning Incorporated
-9.19%
-$20,745.9 
INTC Intel Corporation
-5.84%
-$22,916.13 
MU Micron Technology, Inc.
-5.65%
-$9,807.37 
GOOGL Alphabet Inc
-4.44%
-$31,290.48 
CAT Caterpillar Inc.
-4.06%
-$21,498.26 
NVDA NVIDIA Corporation
-2.4%
-$28,396.8 
IYW iShares U.S. Technology ETF
-2.31%
-$250,435.5 
AMZN Amazon.com Inc
-1.99%
-$10,652.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.66%
-$164,737.5 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$3,811.4 
TSLA Tesla, Inc.
-0.86%
-$5,365.18 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.55%
-$1,661.44 
SPY SPDR S&P 500 ETF Trust
-0.54%
-$1,357.88 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.29%
-$228,491.34 
LMT Lockheed Martin Corporation
-0.18%
-$472.83 
IALT iShares Systematic Alternatives Active ETF
-0.17%
-$3,180.3 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.09%
-$3,948.58 
MBB iShares MBS ETF
-0.07%
-$1,867.67 Events
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Dividends
Dividend Analysis
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| Trades 515 | Longs Won 367/515 71% | Profit Factor 21.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $214,972.42 | Best Trade (Jul 17) $15.82M | Sharpe Ratio -10.91 |
| Average Loss -$24,270.09 | Worst Trade (Jul 17) -$1.17M | Z-Score 8.03 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w | Expectancy $146,219.23 |
| 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% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
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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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