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:
35.04%
Gain +0.43%
Monthly
1.41%
Yearly
18.28%
Drawdown
18.25%
$427.31M
Equity
Holdings
$427.31M
Investment
$360.87M
$79.56M
Profit +$1.34M
Realized
$13.12M
Unrealized
$66.44M
Dividends
$8.32M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$1.34M
Win %
70%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$3.73M
Win %
70%
This Month
Compared to last month
Gain
0.72%
Profit
$3.04M
Win %
70%
This Year
Compared to last year
Gain
0.82%
Profit
$3.46M
Win %
72%
LLY Eli Lilly and Company
+4.62%
+$66,399.66 
UNH UnitedHealth Group Incorporated
+3.65%
+$28,538.75 
ORCL Oracle Corporation
+3.04%
+$136,595.79 
MA Mastercard Incorporated
+2.52%
+$8,015.05 
ARKF Ark Fintech Innovation ETF
+2.46%
+$12,248.07 
WFC Wells Fargo & Company
+2.35%
+$6,961.6 
LMT Lockheed Martin Corporation
+1.91%
+$5,007.38 
ABT Abbott Laboratories
+1.61%
+$4,040.44 
GLDM SPDR Gold MiniShares Trust
+1.39%
+$10,442.33 
IAU iShares Gold Trust
+1.39%
+$107,951.23 
MSFT Microsoft Corp.
+1.3%
+$30,570.7 
SHLD Global X Defense Tech ETF
+1.21%
+$36,501.84 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+1%
+$24,798.75 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,163.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.88%
+$229,524.75 
TGT Target Corporation
+0.83%
+$5,236.11 
EFV iShares MSCI EAFE Value ETF
+0.81%
+$5,885.81 
MUB iShares National Muni Bond ETF
+0.8%
+$4,758.78 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.73%
+$4,746.24 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.72%
+$2,869.16 
FMDE Fidelity Enhanced Mid Cap ETF
+0.71%
+$213,635.75 
MMM 3M Company
+0.7%
+$4,766.4 
MBB iShares MBS ETF
+0.67%
+$16,008.6 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$2,924.37 
EFG iShares MSCI EAFE Growth ETF
+0.65%
+$2,474.78 
NUBD Nuveen ESG U.S. Aggregate Bond ETF
+0.64%
+$2,354.13 
SYSB iShares Systematic Bond ETF
+0.63%
+$2,169.82 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.61%
+$1,811.72 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.61%
+$26,652.92 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.59%
+$1,698.24 
IVE ISHARES S&P 500 VALUE ETF
+0.58%
+$57,452.4 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.58%
+$5,212.55 
JBND JPMorgan Active Bond ETF
+0.58%
+$206,225.65 
NULV Nuveen ESG Large-Cap Value ETF
+0.56%
+$1,756.2 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$33,147.76 
OTTR Otter Tail Corporation
+0.55%
+$1,550.36 
GOVT iShares U.S. Treasury Bond ETF
+0.52%
+$12,734.3 
GOOGL Alphabet Inc
+0.52%
+$3,440.79 
GOOG Alphabet Inc
+0.46%
+$2,117.88 
META Meta Platforms Inc Class A
+0.46%
+$1,335.29 
ABBV AbbVie Inc.
+0.44%
+$2,131.54 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.43%
+$6,202.32 
PG Procter & Gamble Co
+0.4%
+$1,250.54 
QUAL iShares MSCI USA Quality Factor ETF
+0.39%
+$7,448.4 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$1,791.13 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.36%
+$4,310.1 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.29%
+$1,152.35 
AOA iShares Core Aggressive Allocation ETF
+0.28%
+$1,003.75 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.28%
+$223,051.07 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.26%
+$15,650.5 
ESGU iShares ESG Aware MSCI USA ETF
+0.26%
+$9,239.83 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.25%
+$26,210.62 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$709.2 
BLCR iShares Large Cap Core ACT ETF
+0.22%
+$7,145.05 
IVV iShares Core S&P 500 ETF
+0.18%
+$9,038.4 
AMZN Amazon.com Inc
+0.18%
+$955.96 
VOO Vanguard S&P 500 ETF
+0.17%
+$378 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$421.65 
DSI iShares MSCI KLD 400 Social ETF
+0.16%
+$1,493.28 
ACWI iShares MSCI ACWI ETF
+0.14%
+$2,836.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.14%
+$122,255.12 
BINC iShares Flexible Income Active ETF
+0.14%
+$725.76 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.13%
+$524.68 
NULG Nuveen ESG Large-Cap Growth ETF
+0.12%
+$375.18 
CORO Ishares International Country Rotational Active ETF
+0.1%
+$6,382.7 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$80 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$275.77 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-5.08%
-$19,912.22 
GLW Corning Incorporated
-3.8%
-$6,928.25 
INTC Intel Corporation
-3.41%
-$12,773.55 
MRVL Marvell Technology, Inc.
-3.02%
-$6,075.4 
BAI iShares A.I. Innovation and Tech Active ETF
-2.45%
-$119,135.88 
CAT Caterpillar Inc.
-2.39%
-$10,375.67 
NVDA NVIDIA Corporation
-1.62%
-$19,961.28 
AVGO Broadcom Inc.
-1.5%
-$4,578.35 
TSLA Tesla, Inc.
-1.44%
-$8,331.82 
XOM Exxon Mobil Corporation
-1.41%
-$9,044.36 
SPMO Invesco S&P 500 Momentum ETF
-1.37%
-$53,118.8 
AVEM Avantis Emerging Markets Equity ETF
-0.92%
-$25,690.47 
IEMG iShares Core MSCI Emerging Markets ETF
-0.85%
-$5,010.93 
ESGE iShares ESG Aware MSCI EM ETF
-0.81%
-$4,629.1 
FTEC Fidelity MSCI Information Technology Index ETF
-0.81%
-$7,385.14 
IYW iShares U.S. Technology ETF
-0.64%
-$72,300.08 
JNJ Johnson & Johnson
-0.47%
-$1,611.6 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$923.78 
JPM JPMorgan Chase & Co.
-0.36%
-$1,068 
XEL Xcel Energy Inc.
-0.29%
-$1,576.74 
MU Micron Technology, Inc.
-0.27%
-$480.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.19%
-$19,338.75 
THRO iShares U.S. Thematic Rotation Active ETF
-0.18%
-$5,741.57 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.18%
-$20,239.87 
XLG Invesco S&P 500 Top 50 ETF
-0.16%
-$651.1 
AAPL Apple Inc.
-0.15%
-$3,820.5 
IWP iShares Russell Mid-Cap Growth ETF
-0.07%
-$853.5 
USXF iShares ESG Aware MSCI USA ETF
-0.06%
-$337.65 
IALT iShares Systematic Alternatives Active ETF
-0.05%
-$954.09 Events
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Dividends
Dividend Analysis
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| Trades 515 | Longs Won 369/515 71% | Profit Factor 15.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.14M |
| Average Win $230,174.3 | Best Trade (Oct 15) $17.3M | Sharpe Ratio -14.68 |
| Average Loss -$36,807.88 | Worst Trade (Oct 14) -$1.34M | Z-Score 8.39 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $154,486.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,641 | $1.9M | $2.62M | - | $713,082.87 | 37.46% | -0.146% |
| ABBV AbbVie Inc. | 1,719 | $322,037.32 | $489,433.68 | - | $167,396.36 | 51.98% | +0.437% |
| ABT Abbott Laboratories | 2,434 | $249,899.27 | $254,669.42 | - | $4,770.15 | 1.91% | +1.612% |
| ACWI iShares MSCI ACWI ETF | 12,332 | $1.45M | $1.96M | - | $511,530.86 | 35.3% | +0.145% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 80,259 | $6.11M | $5.98M | - | -$127,188.03 | -2.08% | +0.262% |
| AMZN Amazon.com Inc | 2,101 | $470,001.37 | $534,778.03 | - | $64,776.66 | 13.78% | +0.179% |
| AOA iShares Core Aggressive Allocation ETF | 3,650 | $322,988.51 | $355,309.25 | - | $32,320.74 | 10.01% | +0.283% |
| ARKF Ark Fintech Innovation ETF | 10,839 | $401,585 | $509,866.56 | - | $108,281.56 | 26.96% | +2.461% |
| AVEM Avantis Emerging Markets Equity ETF | 30,584 | $2.37M | $2.76M | - | $390,281.59 | 16.48% | -0.923% |
| AVGO Broadcom Inc. | 883 | $252,059.86 | $301,160.39 | - | $49,100.53 | 19.48% | -1.497% |
| AVUV Avantis U.S. Small Cap Value ETF | 218,595 | $19.97M | $26.28M | - | $6.31M | 31.59% | +0.881% |
| BAI iShares A.I. Innovation and Tech Active ETF | 110,311 | $3.52M | $4.74M | - | $1.21M | 34.44% | -2.454% |
| BINC iShares Flexible Income Active ETF | 10,368 | $545,600.61 | $525,657.6 | - | -$19,943.01 | -3.66% | +0.138% |
| BLCR iShares Large Cap Core ACT ETF | 64,955 | $3.27M | $3.21M | - | -$58,462.15 | -1.79% | +0.223% |
| BRK-B Berkshire Hathaway Inc. | 928 | $424,488.63 | $490,243.93 | - | $65,755.3 | 15.49% | +0.367% |
| CAT Caterpillar Inc. | 579 | $230,545.85 | $423,283.74 | - | $192,737.89 | 83.6% | -2.393% |
| CORO Ishares International Country Rotational Active ETF | 182,363 | $6.67M | $6.5M | - | -$177,804.13 | -2.66% | +0.098% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 3,480 | $294,408 | $290,816.64 | - | -$3,591.36 | -1.22% | +0.587% |
| DSI iShares MSCI KLD 400 Social ETF | 6,222 | $705,667.21 | $916,998.36 | - | $211,331.15 | 29.95% | +0.163% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 161,919 | $8.77M | $11.22M | - | $2.46M | 28.04% | -0.18% |
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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, JPMorgan Active Bond ETF - $2.02M, iShares Core MSCI Emerging Markets ETF - $2.02M, 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 $8.32M earned over time. The largest contributors to dividend income include JPMorgan Active Bond ETF - $2.02M, Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF - $1.33M, State Street SPDR Portfolio S&P 500 ETF - $570,837.67, iShares MSCI EAFE Value ETF - $457,430.69, and Avantis U.S. Small Cap Value ETF - $441,772.39. 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.
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