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:
30.51%
Gain +0.48%
Monthly
1.25%
Yearly
16.05%
Drawdown
14.5%
$343.48M
Equity
Holdings
$343.48M
Investment
$298.39M
$57.7M
Profit +$1.25M
Realized
$7.84M
Unrealized
$49.86M
Dividends
$7.64M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.48%
Profit
$1.25M
Win %
67%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$3.18M
Win %
67%
This Month
Compared to last month
Gain
0.61%
Profit
$2.08M
Win %
67%
This Year
Compared to last year
Gain
-1.15%
Profit
-$3.16M
Win %
70%
OPK Opko Health Inc.
+17.52%
+$2,400 
REGN Regeneron Pharmaceuticals, Inc.
+2.31%
+$8,558.5 
GLD SPDR Gold Shares
+1.79%
+$261,387.84 
GE General Electric Company
+1.62%
+$3,246.97 
MSFT Microsoft Corp.
+1.08%
+$44,194.5 
VO Vanguard Mid-Cap ETF
+1.01%
+$62,185.17 
VTV Vanguard Value ETF
+0.83%
+$221,658.75 
CGBL Capital Group Core Balanced ETF
+0.73%
+$153,664.02 
CGGR Capital Group Growth ETF
+0.7%
+$163,372.11 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$150,497.47 
CGCB Capital Group Core Bond ETF
+0.56%
+$85,470.7 
JCPB JPMorgan Core Plus Bond ETF
+0.54%
+$65,306.58 
CGCP Capital Group Core Plus Income ETF
+0.52%
+$72,812.85 
CGDV Capital Group Dividend Value ETF
+0.51%
+$90,215.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$47,675.63 
PVAL Putnam Focused Large Cap Value ETF
+0.41%
+$59,440.48 
GOOG Alphabet Inc
+0.37%
+$20,659.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$60,503.56 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$3,122.94 
VOO Vanguard S&P 500 ETF
+0.28%
+$114,454 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.27%
+$597.63 
AMZN Amazon.com Inc
+0.27%
+$11,597.88 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$3,802.8 
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF
+0.18%
+$458.81 
GNRC Generac Holdings Inc.
+0.17%
+$2,923.59 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.14%
+$9,761.71 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$2,253.56 
DELL Dell Technologies Inc.
-6.8%
-$17,028.21 
SPCX Space Exploration Technologies Corp. Class A
-2.33%
-$40,140.06 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$4,134.7 
NVDA NVIDIA Corporation
-1.84%
-$127,883.47 
GEV GE Vernova Inc.
-1.63%
-$6,596.21 
AMD Advanced Micro Devices, Inc.
-1.5%
-$73,977.34 
TSLA Tesla, Inc.
-1.29%
-$72,645.52 
PANW Palo Alto Networks, Inc.
-1.27%
-$94,265.12 
AAPL Apple Inc.
-0.28%
-$17,485.26 
JGRO JPMorgan Active Growth ETF
-0.15%
-$15,403.64 
META Meta Platforms Inc Class A
-0.11%
-$2,550.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 264 | Longs Won 182/264 68% | Profit Factor 15.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $710,921.6 |
| Average Win $339,402.83 | Best Trade (Oct 16) $4.89M | Sharpe Ratio -54.51 |
| Average Loss -$49,691.31 | Worst Trade (Jun 29) -$569,599.1 | Z-Score 6.26 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $218,547.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,214 | $4.63M | $6.23M | - | $1.6M | 34.46% | -0.28% |
| AMD Advanced Micro Devices, Inc. | 8,612 | $1.12M | $4.84M | - | $3.72M | 332.39% | -1.505% |
| AMZN Amazon.com Inc | 17,056 | $3.8M | $4.35M | - | $548,661.09 | 14.45% | +0.268% |
| BND Vanguard Total Bond Market Index Fund | 367,067 | $26.59M | $25.99M | - | -$600,343.06 | -2.26% | +0.582% |
| BSV Vanguard Short-Term Bond ETF | 25,352 | $1.98M | $1.94M | - | -$38,262.21 | -1.93% | +0.196% |
| CGBL Capital Group Core Balanced ETF | 569,126 | $18.54M | $21.11M | - | $2.57M | 13.83% | +0.733% |
| CGCB Capital Group Core Bond ETF | 610,505 | $15.87M | $15.43M | - | -$443,206.93 | -2.79% | +0.557% |
| CGCP Capital Group Core Plus Income ETF | 661,935 | $14.73M | $14.19M | - | -$547,018.69 | -3.71% | +0.516% |
| CGDV Capital Group Dividend Value ETF | 360,861 | $14.08M | $17.82M | - | $3.74M | 26.57% | +0.509% |
| CGGR Capital Group Growth ETF | 495,067 | $18.76M | $23.6M | - | $4.85M | 25.84% | +0.697% |
| CRWD CrowdStrike Holdings, Inc. | 876 | $231,935 | $214,243.33 | - | -$17,691.67 | -7.63% | -1.893% |
| DELL Dell Technologies Inc. | 493 | $265,209 | $233,381.27 | - | -$31,827.73 | -12% | -6.8% |
| GE General Electric Company | 652 | $243,572.12 | $203,424 | - | -$40,148.12 | -16.48% | +1.622% |
| GEV GE Vernova Inc. | 430 | $313,110.62 | $398,369.2 | - | $85,258.58 | 27.23% | -1.629% |
| GLD SPDR Gold Shares | 38,897 | $9.98M | $14.89M | - | $4.91M | 49.24% | +1.787% |
| GNRC Generac Holdings Inc. | 8,599 | $1.32M | $1.71M | - | $388,444.6 | 29.48% | +0.172% |
| GOOG Alphabet Inc | 16,396 | $3.27M | $5.66M | - | $2.38M | 72.82% | +0.367% |
| JCPB JPMorgan Core Plus Bond ETF | 272,113 | $12.65M | $12.27M | - | -$374,779.86 | -2.96% | +0.535% |
| JGRO JPMorgan Active Growth ETF | 110,026 | $9.03M | $10.48M | - | $1.46M | 16.13% | -0.147% |
| JPST JPMorgan Ultra-Short Income ETF | 112,678 | $5.69M | $5.67M | - | -$18,049.81 | -0.32% | +0.04% |
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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 Value ETF - $3.36M, Vanguard S&P 500 ETF - $2.8M, Vanguard Total Bond Market Index Fund - $1.32M, Vanguard Mid-Cap ETF - $1.28M, and SPDR Gold Shares - $1.12M. 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 - $1,883.12. 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 $7.64M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.32M, Capital Group Core Plus Income ETF - $794,502.08, Vanguard S&P 500 ETF - $756,970.33, Capital Group Core Bond ETF - $744,574.35, and JPMorgan Core Plus Bond ETF - $736,934.77. 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.
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