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:
18.7%
Gain +0.47%
Monthly
0.8%
Yearly
10.06%
Drawdown
11.2%
$55.1M
Equity
Holdings
$55.1M
Investment
$48.42M
$6.93M
Profit +$208,802.82
Realized
$246,341.24
Unrealized
$6.68M
Dividends
$2.21M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$208,802.82
Win %
58%
This Week
Compared To Last Week
Gain
0.12%
Profit
$65,805.74
Win %
58%
This Month
Compared to last month
Gain
1.01%
Profit
$550,910.68
Win %
58%
This Year
Compared to last year
Gain
0.57%
Profit
$315,252.87
Win %
62%
LLY Eli Lilly and Company
+4.76%
+$10,471.37 
BLK BlackRock, Inc.
+3.79%
+$14,000.79 
XLV Health Care Select Sector SPDR Fund
+2.27%
+$6,067.39 
USB U.S. Bancorp
+1.79%
+$4,513.45 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.59%
+$3,163.44 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.57%
+$11,362.2 
ONEY SPDR Russell 1000 Yield Focus ETF
+1.41%
+$4,981.12 
PFE Pfizer Inc.
+1.33%
+$3,600.48 
SCHD Schwab U.S. Dividend Equity ETF
+1.26%
+$3,660.1 
VGK Vanguard FTSE Europe ETF
+1.22%
+$11,445.89 
DON WisdomTree U.S. MidCap Dividend Fund
+1.21%
+$3,364.9 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.2%
+$8,643.57 
MSFT Microsoft Corp.
+1.17%
+$9,288.67 
XSLV Invesco S&P SmallCap Low Volatility ETF
+1.15%
+$2,300.48 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.12%
+$15,972.48 
OHI Omega Healthcare Investors Inc.
+1.11%
+$24,356 
PGX Invesco Preferred ETF
+1.1%
+$3,087.7 
VNQ Vanguard Real Estate ETF
+1.07%
+$6,034.37 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
+1.06%
+$7,410.06 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.98%
+$9,761.55 
VDC VANGUARD CONSUMER STAPLES ETF
+0.98%
+$2,821.97 
IMCV iShares Morningstar Mid-Cap ETF
+0.93%
+$2,400.12 
VB Vanguard Small-Cap ETF
+0.91%
+$3,095.17 
SCHH Schwab U.S. REIT ETF
+0.9%
+$4,610.4 
IJR iShares Core S&P Small-Cap ETF
+0.83%
+$4,674.81 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$3,430.7 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.75%
+$5,322.72 
VTV Vanguard Value ETF
+0.67%
+$5,824.41 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.66%
+$2,100.17 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.55%
+$3,041.52 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.55%
+$3,637.66 
FENI Fidelity Enhanced International ETF
+0.54%
+$1,298.38 
VO Vanguard Mid-Cap ETF
+0.54%
+$14,464.99 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.5%
+$1,716.27 
VZ Verizon Communications Inc.
+0.48%
+$1,542.62 
GOOGL Alphabet Inc
+0.46%
+$956.33 
GOOG Alphabet Inc
+0.45%
+$920.57 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.45%
+$2,509.95 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.37%
+$749.52 
VYM Vanguard High Dividend Yield ETF
+0.36%
+$6,272.3 
BRK-A Berkshire Hathaway Inc.
+0.33%
+$2,609.28 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
+0.33%
+$916.95 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.33%
+$1,691.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.33%
+$1,550.25 
SPHY SPDR Portfolio High Yield Bond ETF
+0.32%
+$1,579.84 
BRK-B Berkshire Hathaway Inc.
+0.31%
+$1,966.8 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.3%
+$1,435.5 
META Meta Platforms Inc Class A
+0.3%
+$793.53 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.26%
+$565.65 
CWB SPDR Bloomberg Convertible Securities ETF
+0.26%
+$2,227.25 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$818.02 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$549.63 
SUSA iShares MSCI USA ESG Select ETF
+0.22%
+$508.3 
STIP iShares 0-5 Year TIPS Bond ETF
+0.2%
+$4,750.47 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.18%
+$1,045 
HEDJ WisdomTree Europe Hedged Equity Fund
+0.17%
+$1,073.03 
VEU Vanguard FTSE All-World ex-US ETF
+0.16%
+$870.09 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.16%
+$931.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.15%
+$319.76 
SCHB Schwab U.S. Broad Market ETF
+0.14%
+$401.84 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$273.63 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.12%
+$1,960.81 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.06%
+$348.55 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$785.22 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$430.84 
IVV iShares Core S&P 500 ETF
+0.03%
+$425.76 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$136.5 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.02%
+$118.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$44.25 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$254.83 
XBIL U.S. Treasury 6-Month Bill ETF
+0.01%
+$27.25 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$19.45 
INTC Intel Corporation
-4.18%
-$9,749.37 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-2.01%
-$4,183.92 
TSLA Tesla, Inc.
-1.88%
-$3,355.83 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.61%
-$7,112.05 
XOM Exxon Mobil Corporation
-1.23%
-$8,757.04 
VPL Vanguard FTSE Pacific ETF
-1.17%
-$7,323.23 
ILCB iShares Morningstar U.S. Equity ETF
-1.09%
-$4,689.32 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$1,613.64 
QEMM SPDR MSCI Emerging Markets StrategicFactors ETF
-0.58%
-$1,400.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.42%
-$1,276.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$2,372.09 
SPEM SPDR Portfolio Emerging Markets ETF
-0.4%
-$4,818.94 
VUG Vanguard Growth ETF
-0.38%
-$2,101.82 
IHAK iShares Cybersecurity and Tech ETF
-0.33%
-$996.59 
AAPL Apple Inc.
-0.18%
-$933.74 
OEF iShares S&P 100 ETF
-0.08%
-$463.76 
XLU Utilities Select Sector SPDR Fund
-0.07%
-$140.4 Events
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Dividends
Dividend Analysis
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| Trades 300 | Longs Won 188/300 62% | Profit Factor 15.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $66,297.35 |
| Average Win $39,443.59 | Best Trade (Oct 15) $534,461.15 | Sharpe Ratio -86.67 |
| Average Loss -$4,370.49 | Worst Trade (Oct 15) -$108,335.37 | Z-Score 1.5 (86.62%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $23,086.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,494 | $374,127.26 | $511,448.49 | - | $137,321.23 | 36.7% | -0.182% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 11,328 | $1.24M | $1.44M | - | $204,809.88 | 16.56% | +1.12% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,950 | $270,662.26 | $270,028.25 | - | -$634.01 | -0.23% | +0.016% |
| BLK BlackRock, Inc. | 344 | $352,638 | $383,384.56 | - | $30,746.56 | 8.72% | +3.79% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 12,931 | $413,145.13 | $433,964.36 | - | $20,819.23 | 5.04% | -1.612% |
| BRK-A Berkshire Hathaway Inc. | 1 | $798,442 | $792,194.29 | - | -$6,247.71 | -0.78% | +0.33% |
| BRK-B Berkshire Hathaway Inc. | 1,192 | $540,310 | $629,376 | - | $89,066 | 16.48% | +0.313% |
| BSV Vanguard Short-Term Bond ETF | 2,971 | $232,956 | $227,563.74 | - | -$5,392.26 | -2.31% | +0.242% |
| CLIP Global X 1-3 Month T-Bill ETF | 3,890 | $390,381.25 | $389,739.1 | - | -$642.15 | -0.16% | +0.005% |
| CWB SPDR Bloomberg Convertible Securities ETF | 8,909 | $693,003.67 | $859,362.14 | - | $166,358.47 | 24.01% | +0.26% |
| DDWM WisdomTree Dynamic Currency Hedged International Equity Fund | 6,113 | $210,164.72 | $279,364.1 | - | $69,199.38 | 32.93% | +0.329% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 10,450 | $423,120.98 | $575,795 | - | $152,674.02 | 36.08% | +0.182% |
| DON WisdomTree U.S. MidCap Dividend Fund | 5,060 | $257,908.37 | $280,602.3 | - | $22,693.93 | 8.8% | +1.214% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 7,836 | $554,083.24 | $735,957.12 | - | $181,873.88 | 32.82% | +1.568% |
| FENI Fidelity Enhanced International ETF | 6,039 | $213,485.83 | $239,838.88 | - | $26,353.05 | 12.34% | +0.544% |
| FLOT iShares Floating Rate Bond ETF | 13,650 | $695,162.35 | $695,535.75 | - | $373.4 | 0.05% | +0.02% |
| FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | 43,084 | $1.32M | $1.33M | - | $1,436.65 | 0.11% | +0.032% |
| GOOG Alphabet Inc | 592 | $209,171 | $204,361.36 | - | -$4,809.64 | -2.3% | +0.452% |
| GOOGL Alphabet Inc | 594 | $212,278 | $207,454.5 | - | -$4,823.5 | -2.27% | +0.463% |
| GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund | 1,192 | $180,086.94 | $203,796.24 | - | $23,709.3 | 13.17% | -2.012% |
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FAQ
Which stocks have generated the highest profits for Gabriel J. Markiz?
The largest contributions to the portfolio's profits come from the following stocks: Omega Healthcare Investors Inc - $261,940.39, iShares 0-5 Year TIPS Bond ETF - $167,422.48, WisdomTree Floating Rate Treasury Fund - $159,246.74, SPDR Portfolio Short Term Corporate Bond ETF - $95,404.32, and SPDR Bloomberg Investment Grade Floating Rate ETF - $94,765.19. 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: U.S. Bancorp - $13,321.74, iShares MSCI USA ESG Select ETF - $4,610.35, and Apple Inc - $2,992.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gabriel J. Markiz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.21M earned over time. The largest contributors to dividend income include Omega Healthcare Investors Inc - $237,317.38, iShares 0-5 Year TIPS Bond ETF - $167,422.48, WisdomTree Floating Rate Treasury Fund - $159,283.39, SPDR Portfolio Short Term Corporate Bond ETF - $95,404.32, and SPDR Bloomberg Investment Grade Floating Rate ETF - $94,765.19. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gabriel J. Markiz's monthly returns?
Gabriel J. Markiz's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Gabriel J. Markiz's strategy be considered aggressive or moderate?
Gabriel J. Markiz'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 Gabriel J. Markiz's strategy?
Gabriel J. Markiz'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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