Robert M. Mangold Jr. Portfolio
Invests via Greenbush Financial Group LLC | Managed by Robert M. Mangold Jr., Michael Ruger
Invests via Greenbush Financial Group LLC
Managed by Robert M. Mangold Jr., Michael Ruger
Automatically Tracked
Veteran investor and corporate executive focused on private equity, growth capital and board governance across industrial and services sectors. Robert M. Mangold Jr. is recognized for operating experience in buyouts and restructurings, portfolio-company oversight, and strategic M&A execution; frequently serves on boards and works with family-office and institutional LPs to deploy capital and optimize exit outcomes. Market-facing skills include capital allocation, performance improvement initiatives, and investor relations, with a pragmatic, value-oriented investment style.
Veteran investor and corporate executive focused on private equity, growth capital and board governance across industrial and services sectors. Robert M. Mangold Jr. is recognized for operating experience in buyouts and restructurings, portfolio-company oversight, and strategic M&A execution; frequently serves on boards and works with family-office and institutional LPs to deploy capital and optimize exit outcomes. Market-facing skills include capital allocation, performance improvement initiatives, and investor relations, with a pragmatic, value-oriented investment style.
Investment Philosophy & Strategy
Prefers private equity and growth-capital investments in industrials and services, deploying a value-oriented, operationally focused approach that prioritizes buyouts, restructurings and strategic M&A to drive returns. Emphasizes rigorous capital allocation, active board oversight and hands-on performance improvement to accelerate EBITDA expansion and de-risk exits. Targets mid-market companies where governance, operational fixes and focused growth initiatives unlock value over a multi-year horizon. Risk discipline centers on cash-flow resilience, conservative leverage and alignment with family-office and institutional LP partners to optimize timing and execution of liquidity events.
Prefers private equity and growth-capital investments in industrials and services, deploying a value-oriented, operationally focused approach that prioritizes buyouts, restructurings and strategic M&A to drive returns. Emphasizes rigorous capital allocation, active board oversight and hands-on performance improvement to accelerate EBITDA expansion and de-risk exits. Targets mid-market companies where governance, operational fixes and focused growth initiatives unlock value over a multi-year horizon. Risk discipline centers on cash-flow resilience, conservative leverage and alignment with family-office and institutional LP partners to optimize timing and execution of liquidity events.
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:
31.51%
Gain +0.19%
Monthly
1.38%
Yearly
17.87%
Drawdown
14.5%
$343.43M
Equity
Holdings
$343.43M
Investment
$286.61M
$59.58M
Profit +$524,050.01
Realized
$2.75M
Unrealized
$56.82M
Dividends
$6.93M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.19%
Profit
$524,050.01
Win %
68%
This Week
Compared To Last Week
Gain
0.15%
Profit
$524,050.01
Win %
68%
This Month
Compared to last month
Gain
2.61%
Profit
$8.73M
Win %
68%
This Year
Compared to last year
Gain
-0.77%
Profit
-$1.86M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$576,413.92 
GOOG Alphabet Inc
+6.88%
+$375,674.35 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$11,732.06 
META Meta Platforms Inc Class A
+3.28%
+$57,088.69 
MSFT Microsoft Corp.
+3.02%
+$99,562.13 
NVDA NVIDIA Corporation
+2.93%
+$154,227.29 
GNRC Generac Holdings Inc.
+2.71%
+$45,037.2 
PANW Palo Alto Networks, Inc.
+1.89%
+$122,852.4 
GE General Electric Company
+1.42%
+$3,274.53 
GEV GE Vernova Inc.
+0.85%
+$3,963.87 
TSLA Tesla, Inc.
+0.76%
+$35,744.26 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,337.2 
VOO Vanguard S&P 500 ETF
+0.71%
+$339,386.31 
CGGR Capital Group Growth ETF
+0.65%
+$144,025.89 
CGDV Capital Group Dividend Value ETF
+0.63%
+$104,743.73 
JGRO JPMorgan Active Growth ETF
+0.61%
+$61,808.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$61,988.82 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.48%
+$1,012.32 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.32%
+$887.25 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$450,211.72 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$9,057.95 
AMD Advanced Micro Devices, Inc.
-1.9%
-$82,282.38 
OPK Opko Health Inc.
-1.49%
-$200 
GLD SPDR Gold Shares
-1.49%
-$217,038.39 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$93,547.78 
CGCB Capital Group Core Bond ETF
-0.66%
-$98,980.46 
VTV Vanguard Value ETF
-0.27%
-$105,761.02 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$66,478.91 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$28,550.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$40,346.46 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,519.5 
CGBL Capital Group Core Balanced ETF
-0.05%
-$10,988 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,998.32 Events
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Dividends
Dividend Analysis
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| Trades 228 | Longs Won 154/228 67% | Profit Factor 24.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $848,769.05 |
| Average Win $403,516.44 | Best Trade (Aug 13) $6.98M | Sharpe Ratio -10.71 |
| Average Loss -$34,652.31 | Worst Trade (Aug 02) -$934,070.84 | Z-Score 6.14 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $261,303.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,901 | 8,911 | 7,921 | 6,931 | 5,941 | 4,950 | 3,960 | 2,970 | 1,980 | 990 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,361 | $4.67M | $5.67M | - | $1M | 21.46% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 8,905 | $1.16M | $4.24M | - | $3.08M | 267.04% | -1.904% |
| AMZN Amazon.com Inc | 15,976 | $3.53M | $4.34M | - | $811,319.92 | 23% | +15.321% |
| BND Vanguard Total Bond Market Index Fund | 349,889 | $25.39M | $25.27M | - | -$114,838.11 | -0.45% | -0.262% |
| BSV Vanguard Short-Term Bond ETF | 25,325 | $1.98M | $1.96M | - | -$12,435.02 | -0.63% | -0.077% |
| CGBL Capital Group Core Balanced ETF | 549,400 | $17.82M | $20.45M | - | $2.64M | 14.79% | -0.054% |
| CGCB Capital Group Core Bond ETF | 582,238 | $15.16M | $14.99M | - | -$171,929.75 | -1.13% | -0.656% |
| CGCP Capital Group Core Plus Income ETF | 623,656 | $13.92M | $13.66M | - | -$257,615.94 | -1.85% | -0.68% |
| CGDV Capital Group Dividend Value ETF | 337,883 | $12.96M | $16.74M | - | $3.78M | 29.17% | +0.63% |
| CGGR Capital Group Growth ETF | 496,641 | $18.82M | $22.27M | - | $3.46M | 18.38% | +0.651% |
| GE General Electric Company | 651 | $243,260 | $234,405.57 | - | -$8,854.43 | -3.64% | +1.417% |
| GEV GE Vernova Inc. | 477 | $343,850.92 | $472,368.32 | - | $128,517.4 | 37.38% | +0.846% |
| GLD SPDR Gold Shares | 38,619 | $9.87M | $14.35M | - | $4.48M | 45.39% | -1.49% |
| GNRC Generac Holdings Inc. | 8,661 | $1.33M | $1.71M | - | $379,959.86 | 28.63% | +2.71% |
| GOOG Alphabet Inc | 16,355 | $3.26M | $5.83M | - | $2.57M | 79.02% | +6.884% |
| JCPB JPMorgan Core Plus Bond ETF | 259,553 | $12.08M | $11.99M | - | -$98,481.1 | -0.81% | -0.238% |
| JGRO JPMorgan Active Growth ETF | 110,373 | $9.05M | $10.12M | - | $1.06M | 11.76% | +0.615% |
| JPST JPMorgan Ultra-Short Income ETF | 109,423 | $5.52M | $5.53M | - | $6,186.64 | 0.11% | 0.0 |
| JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF | 4,440 | $212,121 | $212,587.2 | - | $466.2 | 0.22% | +0.478% |
| JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF | 6,825 | $278,597 | $279,279 | - | $682 | 0.24% | +0.319% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Robert M. Mangold Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mid-Cap ETF - $1.26M, Vanguard Total Bond Market Index Fund - $1.23M, SPDR Gold Shares - $1.12M, Capital Group Core Plus Income ETF - $794,505.82, and Capital Group Core Bond ETF - $744,566.78. 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: Vanguard Small-Cap ETF - $541,695.5, Tesla, Inc - $397,052.28, Palantir Technologies Inc - $58,565.82, McKesson Corporation - $26,264.36, and NVIDIA Corporation - $8,635.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert M. Mangold Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.93M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.23M, Capital Group Core Plus Income ETF - $794,505.82, Capital Group Core Bond ETF - $744,566.78, JPMorgan Core Plus Bond ETF - $686,511.41, and Vanguard S&P 500 ETF - $629,694.53. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert M. Mangold Jr.'s monthly returns?
Robert M. Mangold Jr.'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. Mangold Jr.'s strategy be considered aggressive or moderate?
Robert M. Mangold Jr.'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. Mangold Jr.'s strategy?
Robert M. Mangold Jr.'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.
