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:
36.34%
Gain +1.37%
Monthly
1.56%
Yearly
20.45%
Drawdown
18.25%
$430.76M
Equity
Holdings
$430.76M
Investment
$360.87M
$83.01M
Profit +$3.66M
Realized
$13.12M
Unrealized
$69.89M
Dividends
$7.06M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.37%
Profit
$3.66M
Win %
74%
This Week
Compared To Last Week
Gain
0.86%
Profit
$3.66M
Win %
74%
This Month
Compared to last month
Gain
2.44%
Profit
$10.24M
Win %
74%
This Year
Compared to last year
Gain
1.63%
Profit
$6.92M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$75,804.06 
GOOG Alphabet Inc
+6.88%
+$30,596.04 
GOOGL Alphabet Inc
+6.73%
+$42,715.47 
META Meta Platforms Inc Class A
+3.28%
+$7,036.64 
MSFT Microsoft Corp.
+3.02%
+$59,996.06 
NVDA NVIDIA Corporation
+2.93%
+$31,793.32 
MRVL Marvell Technology, Inc.
+2.32%
+$3,497.46 
GLW Corning Incorporated
+2.24%
+$3,923.85 
ORCL Oracle Corporation
+1.81%
+$79,480.17 
LMT Lockheed Martin Corporation
+1.5%
+$4,340.89 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$137,520 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$41,571.31 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$11,386.32 
WFC Wells Fargo & Company
+1.19%
+$3,737.28 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$4,167.04 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$5,119.25 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$27,238.4 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$85,817.07 
SHLD Global X Defense Tech ETF
+0.77%
+$24,334.56 
TSLA Tesla, Inc.
+0.76%
+$3,724.05 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$4,188.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,772.89 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,530.91 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$24,426.94 
CAT Caterpillar Inc.
+0.7%
+$3,282.92 
IVV iShares Core S&P 500 ETF
+0.69%
+$33,054.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$554,850.16 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,434.12 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$65,900.7 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$28,680.64 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$446,102.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,528.72 
STX Seagate Technology Holdings plc
+0.52%
+$2,443.06 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$5,746.8 
ACWI iShares MSCI ACWI ETF
+0.49%
+$9,495.52 
IYW iShares U.S. Technology ETF
+0.46%
+$47,037.58 
AVGO Broadcom Inc.
+0.37%
+$1,271.52 
PG Procter & Gamble Co
+0.37%
+$1,069.01 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,726.08 
NULV Nuveen ESG Large-Cap Value ETF
+0.33%
+$995.18 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$1,058.5 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$10,944.13 
JPM JPMorgan Chase & Co.
+0.27%
+$836.6 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$836.94 
JNJ Johnson & Johnson
+0.21%
+$711.79 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$3,385.68 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$1,080.51 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$2,544.24 
MMM 3M Company
+0.12%
+$862.86 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,752.56 
FMDE Fidelity Enhanced Mid Cap ETF
+0.1%
+$29,467 
ABT Abbott Laboratories
+0.09%
+$219.06 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$8,743.8 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$219.74 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$187,357.24 
MU Micron Technology, Inc.
-5.9%
-$9,912.95 
ABBV AbbVie Inc.
-2.51%
-$11,121.93 
ARKF Ark Fintech Innovation ETF
-2.1%
-$9,213.15 
UNH UnitedHealth Group Incorporated
-1.68%
-$13,963.27 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$10,996.79 
IAU iShares Gold Trust
-1.46%
-$114,004.57 
OTTR Otter Tail Corporation
-1.1%
-$3,100.72 
INTC Intel Corporation
-1.02%
-$3,546.09 
XOM Exxon Mobil Corporation
-0.97%
-$5,546.25 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,989.02 
MA Mastercard Incorporated
-0.74%
-$2,244 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$45,590.75 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$1,952.28 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,947.77 
LLY Eli Lilly and Company
-0.53%
-$7,288.57 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$3,985.67 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$11,086.5 
MBB iShares MBS ETF
-0.4%
-$9,871.97 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,978.84 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$1,057.28 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$3,755.46 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$13,820.03 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
-0.28%
-$1,046.28 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$6,643.98 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$13,529.7 
SYSB iShares Systematic Bond ETF
-0.22%
-$777.86 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,967 
JBND JPMorgan Active Bond ETF
-0.21%
-$76,897.7 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$18,870.78 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$1,186.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$10,433.67 
MUB iShares National Muni Bond ETF
-0.11%
-$700.68 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$323.24 
BINC iShares Flexible Income Active ETF
-0.08%
-$414.71 
XEL Xcel Energy Inc.
-0.04%
-$215.01 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$96.58 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$80.72 
TGT Target Corporation
-0.01%
-$81.1 Events
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Dividends
Dividend Analysis
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| Trades 515 | Longs Won 381/515 73% | Profit Factor 26.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.13M |
| Average Win $226,494.21 | Best Trade (Aug 14) $17.97M | Sharpe Ratio -15.75 |
| Average Loss -$24,501.07 | Worst Trade (Aug 02) -$1.26M | Z-Score 11.83 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $161,186.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,641 | $1.9M | $2.36M | - | $456,727.32 | 23.99% | -7.354% |
| ABBV AbbVie Inc. | 1,719 | $322,037.32 | $431,365.86 | - | $109,328.54 | 33.95% | -2.513% |
| ABT Abbott Laboratories | 2,434 | $249,899.27 | $257,273.8 | - | $7,374.53 | 2.95% | +0.085% |
| ACWI iShares MSCI ACWI ETF | 12,332 | $1.45M | $1.93M | - | $480,084.14 | 33.13% | +0.495% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 80,259 | $6.11M | $6.04M | - | -$69,000.25 | -1.13% | -0.172% |
| AMZN Amazon.com Inc | 2,101 | $470,001.37 | $570,589.56 | - | $100,588.19 | 21.4% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 3,650 | $322,988.51 | $353,137.5 | - | $30,148.99 | 9.33% | +0.301% |
| ARKF Ark Fintech Innovation ETF | 10,839 | $401,585 | $429,766.35 | - | $28,181.35 | 7.02% | -2.099% |
| AVEM Avantis Emerging Markets Equity ETF | 30,584 | $2.37M | $2.74M | - | $369,790.31 | 15.62% | +0.101% |
| AVGO Broadcom Inc. | 883 | $252,059.86 | $343,734.24 | - | $91,674.38 | 36.37% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 218,595 | $19.97M | $27.39M | - | $7.41M | 37.11% | +0.032% |
| BAI iShares A.I. Innovation and Tech Active ETF | 110,311 | $3.52M | $4.56M | - | $1.04M | 29.46% | +0.633% |
| BINC iShares Flexible Income Active ETF | 10,368 | $545,600.61 | $539,032.32 | - | -$6,568.29 | -1.2% | -0.077% |
| BLCR iShares Large Cap Core ACT ETF | 64,955 | $3.27M | $3.16M | - | -$111,725.25 | -3.41% | +1.333% |
| BRK-B Berkshire Hathaway Inc. | 928 | $424,488.63 | $474,709.12 | - | $50,220.49 | 11.83% | +0.365% |
| CAT Caterpillar Inc. | 579 | $230,545.85 | $471,774.99 | - | $241,229.14 | 104.63% | +0.701% |
| CORO Ishares International Country Rotational Active ETF | 182,363 | $6.67M | $6.5M | - | -$171,421.42 | -2.57% | -0.696% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 3,480 | $294,408 | $292,424.4 | - | -$1,983.6 | -0.67% | -0.663% |
| DSI iShares MSCI KLD 400 Social ETF | 6,222 | $705,667.21 | $880,164.18 | - | $174,496.97 | 24.73% | +1.311% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 161,919 | $8.77M | $10.92M | - | $2.16M | 24.6% | +0.792% |
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FAQ
Which stocks have generated the highest profits for Robert M. Bonine?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE Value ETF - $2.52M, iShares Core MSCI Emerging Markets ETF - $2.02M, JPMorgan Active Bond ETF - $1.74M, Seagate Technology Holdings plc - $1.73M, and iShares U.S. Technology ETF - $1.69M. 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: Tesla, Inc - $526,780.41, Grail, Inc - $94,812.72, The Home Depot, Inc - $32,981.6, Verizon Communications Inc - $31,419.14, and iShares Russell 1000 Growth ETF - $21,534.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert M. Bonine's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.06M earned over time. The largest contributors to dividend income include JPMorgan Active Bond ETF - $1.74M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $1.09M, iShares MSCI EAFE Value ETF - $457,430.69, Avantis U.S. Small Cap Value ETF - $351,230.34, and State Street SPDR Portfolio S&P 500 ETF - $346,010.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert M. Bonine's monthly returns?
Robert M. Bonine's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Robert M. Bonine's strategy be considered aggressive or moderate?
Robert M. Bonine's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert M. Bonine's strategy?
Robert M. Bonine's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
