GJM
Gabriel J. Markiz Portfolio
Invests via Portland Financial Advisors Inc. | Managed by Gabriel J. Markiz
Invests via Portland Financial Advisors Inc.
Managed by Gabriel J. Markiz
Automatically Tracked
Seasoned corporate finance and investment professional with experience in M&A, capital markets, and portfolio oversight. Gabriel J. Markiz is an operator-investor who has advised growth-stage companies, structured private capital solutions and managed cross-border transactions. Frequently active with strategic corporate development, board-level governance and capital-raising initiatives, offers market-driven perspective useful to investors, boards and corporate sponsors seeking operationally grounded capital strategies.
Seasoned corporate finance and investment professional with experience in M&A, capital markets, and portfolio oversight. Gabriel J. Markiz is an operator-investor who has advised growth-stage companies, structured private capital solutions and managed cross-border transactions. Frequently active with strategic corporate development, board-level governance and capital-raising initiatives, offers market-driven perspective useful to investors, boards and corporate sponsors seeking operationally grounded capital strategies.
Investment Philosophy & Strategy
Combines operational finance rigor with opportunistic private capital deployment, prioritizing growth-stage companies where strategic M&A, disciplined capital structure and board-level governance can unlock value. Prefers sectors benefiting from cross-border expansion and scalable revenue models, underwriting investments with EBITDA-accretive roadmaps and clear exit optionality. Uses hands-on governance, active capital allocation and milestone-driven tranche funding to mitigate execution risk while preserving upside. Time horizon is multi-year, value-oriented but growth-biased, emphasizing downside protection, sponsor alignment and measurable operating KPIs.
Combines operational finance rigor with opportunistic private capital deployment, prioritizing growth-stage companies where strategic M&A, disciplined capital structure and board-level governance can unlock value. Prefers sectors benefiting from cross-border expansion and scalable revenue models, underwriting investments with EBITDA-accretive roadmaps and clear exit optionality. Uses hands-on governance, active capital allocation and milestone-driven tranche funding to mitigate execution risk while preserving upside. Time horizon is multi-year, value-oriented but growth-biased, emphasizing downside protection, sponsor alignment and measurable operating KPIs.
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:
0.5%
Gain
Monthly
0.03%
Yearly
0.32%
Drawdown
15.28%
$51.43M
Equity
Holdings
$51.43M
Investment
$44.56M
$7.06M
Profit -$64,924.4
Realized
$186,489.25
Unrealized
$6.87M
Dividends
$1.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$64,924.4
Win %
68%
This Week
Compared To Last Week
Gain
0.37%
Profit
$188,359.87
Win %
68%
This Month
Compared to last month
Gain
0.8%
Profit
$407,250.58
Win %
68%
This Year
Compared to last year
Gain
6.95%
Profit
$3.34M
Win %
70%
BRK-B Berkshire Hathaway Inc.
+1.71%
+$10,024.72 
BRK-A Berkshire Hathaway Inc.
+1.59%
+$11,713.31 
XOM Exxon Mobil Corporation
+1.55%
+$9,078.46 
VZ Verizon Communications Inc.
+1.31%
+$4,125.62 
IHAK iShares Cybersecurity and Tech ETF
+0.98%
+$3,785.1 
OHI Omega Healthcare Investors Inc.
+0.94%
+$23,825.24 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.81%
+$5,856.79 
XLU Utilities Select Sector SPDR Fund
+0.71%
+$1,521 
PFE Pfizer Inc.
+0.62%
+$1,430.96 
SCHH Schwab U.S. REIT ETF
+0.61%
+$3,361.95 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.55%
+$2,009.38 
VNQ Vanguard Real Estate ETF
+0.52%
+$3,263 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.5%
+$5,156.52 
VDC VANGUARD CONSUMER STAPLES ETF
+0.48%
+$1,377.03 
IMCV iShares Morningstar Mid-Cap ETF
+0.42%
+$1,037.14 
VTV Vanguard Value ETF
+0.42%
+$3,168.48 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$1,055.13 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+0.4%
+$3,123.3 
XLV Health Care Select Sector SPDR Fund
+0.4%
+$984.32 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.29%
+$3,964.8 
USB U.S. Bancorp
+0.28%
+$808.38 
VYM Vanguard High Dividend Yield ETF
+0.27%
+$4,820.65 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.25%
+$1,940.58 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.2%
+$1,296.84 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.19%
+$441.1 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$3,234.22 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.14%
+$441.25 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.1%
+$489.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.1%
+$573.04 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$188.55 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.09%
+$503.45 
BSV Vanguard Short-Term Bond ETF
+0.08%
+$193.12 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$1,315.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$209.3 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$410.42 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$709.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$74.42 
CLIP Global X 1-3 Month T-Bill ETF
+0.02%
+$67.64 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$137.87 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.01%
+$59.59 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$29.34 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
META Meta Platforms Inc Class A
-4.6%
-$11,131.12 
BOTZ Global X Robotics & Artificial Intelligence ETF
-3.43%
-$17,621.68 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
-2.73%
-$6,397.2 
MSFT Microsoft Corp.
-2.36%
-$14,062.94 
VWO Vanguard FTSE Emerging Markets ETF
-1.95%
-$10,951.74 
SPEM SPDR Portfolio Emerging Markets ETF
-1.9%
-$21,390.44 
VUG Vanguard Growth ETF
-1.52%
-$8,126.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.31%
-$3,851.92 
VPL Vanguard FTSE Pacific ETF
-1.07%
-$6,616.35 
BLK BlackRock, Inc.
-1.06%
-$3,980.08 
VEU Vanguard FTSE All-World ex-US ETF
-0.94%
-$5,153.61 
DEM WisdomTree Emerging Markets High Dividend Fund
-0.88%
-$5,028.53 
FENI Fidelity Enhanced International ETF
-0.86%
-$2,064.48 
OEF iShares S&P 100 ETF
-0.85%
-$6,035.4 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.76%
-$4,914.9 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.73%
-$2,243.32 
IVV iShares Core S&P 500 ETF
-0.69%
-$9,180.45 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.67%
-$3,340.45 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.67%
-$4,473.5 
SPY SPDR S&P 500 ETF Trust
-0.66%
-$14,423.65 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.66%
-$4,043.18 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.64%
-$2,750.99 
ILCB iShares Morningstar U.S. Equity ETF
-0.62%
-$2,551.31 
IJR iShares Core S&P Small-Cap ETF
-0.44%
-$2,280.2 
VGK Vanguard FTSE Europe ETF
-0.39%
-$3,753.05 
VB Vanguard Small-Cap ETF
-0.35%
-$1,260.72 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.3%
-$2,065.35 
CWB SPDR Bloomberg Convertible Securities ETF
-0.23%
-$2,049.07 
AAPL Apple Inc.
-0.07%
-$321.22 
VIG Vanguard Dividend Appreciation ETF
-0.06%
-$263.9 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.05%
-$122.18 
PGX Invesco Preferred ETF
-0.05%
-$140.35 
DON WisdomTree U.S. MidCap Dividend Fund
-0.04%
-$128.47 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$20.17 Events
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Dividends
Dividend Analysis
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| Trades 246 | Longs Won 169/246 68% | Profit Factor 42.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $74,015 |
| Average Win $42,766.74 | Best Trade (Jul 17) $603,904.33 | Sharpe Ratio -124.49 |
| Average Loss -$2,232.11 | Worst Trade (Jul 15) -$64,602 | Z-Score 6.35 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 4d | Expectancy $28,681.73 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
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