BM
Bert Miller Portfolio
Invests via Miller Wealth Advisors LLC | Managed by Bert Miller
Invests via Miller Wealth Advisors LLC
Managed by Bert Miller
Automatically Tracked
Bert Miller Profile
With a robust background in private equity and venture capital, Bert Miller has cultivated a strong track record as an influential investor-operator. His career spans diverse sectors, where he successfully identified and scaled innovative startups into industry leaders. Recognized for his hands-on approach, he combines operational insights with investment acumen to drive growth across various markets. Additionally, Miller's extensive network fosters strategic partnerships that enhance value creation within his portfolio companies. As an advisor to numerous entrepreneurs, he remains at the forefront of business transformation initiatives.
With a robust background in private equity and venture capital, Bert Miller has cultivated a strong track record as an influential investor-operator. His career spans diverse sectors, where he successfully identified and scaled innovative startups into industry leaders. Recognized for his hands-on approach, he combines operational insights with investment acumen to drive growth across various markets. Additionally, Miller's extensive network fosters strategic partnerships that enhance value creation within his portfolio companies. As an advisor to numerous entrepreneurs, he remains at the forefront of business transformation initiatives.
Investment Philosophy & Strategy
A comprehensive understanding of market dynamics underpins Bert Miller's investment ethos, driving his passion for transformative opportunities. Leveraging his deep expertise in private equity and venture capital, he actively seeks to back innovative startups poised for disruption. By aligning operational excellence with strategic vision, Miller enhances the scalability of nascent ventures, pushing them toward industry prominence. His extensive engagement with founders allows him to cultivate a unique approach that fosters partnerships essential for sustained growth and value creation.
A comprehensive understanding of market dynamics underpins Bert Miller's investment ethos, driving his passion for transformative opportunities. Leveraging his deep expertise in private equity and venture capital, he actively seeks to back innovative startups poised for disruption. By aligning operational excellence with strategic vision, Miller enhances the scalability of nascent ventures, pushing them toward industry prominence. His extensive engagement with founders allows him to cultivate a unique approach that fosters partnerships essential for sustained growth and value creation.
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:
50.83%
Gain +0.29%
Monthly
0.74%
Yearly
9.24%
Drawdown
19.16%
$290.85M
Equity
Holdings
$290.85M
Investment
$170.39M
$115.15M
Profit +$1.13M
Realized
-$5.31M
Unrealized
$120.46M
Dividends
$7.34M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.29%
Profit
$1.13M
Win %
68%
This Week
Compared To Last Week
Gain
-3.93%
Profit
-$11.89M
Win %
68%
This Month
Compared to last month
Gain
-6.37%
Profit
-$19.77M
Win %
68%
This Year
Compared to last year
Gain
7.5%
Profit
$20.3M
Win %
68%
LUNR Intuitive Machines, Inc.
+15.41%
+$1,108.39 
AMAT Applied Materials, Inc.
+11.39%
+$11,324 
USAR USA Rare Earth, Inc.
+11.2%
+$1,821.2 
BMXI Brookmount Explorations Inc.
+10.2%
+$128.6 
IREN IREN Limited
+10.02%
+$3,508.8 
OPENW Opendoor Technologies Inc. Series K Warrants (Exercise Price $9.00)
+9.61%
+$6.63 
INTC Intel Corporation
+9.42%
+$62,193.6 
LITM Frontier Nuclear and Minerals Inc.
+9.12%
+$412.5 
GSIT GSI Technology Inc.
+8.44%
+$184.5 
WWR Westwater Resources Inc.
+8.15%
+$35.89 
AMD Advanced Micro Devices, Inc.
+8.09%
+$3,255.62 
RKT Rocket Companies, Inc. Class A
+7.46%
+$3,249.12 
FIX Comfort Systems USA, Inc.
+7.38%
+$1,269.1 
FUSE Fusemachines Inc.
+7.08%
+$96 
MP MP Materials Corp.
+6.98%
+$615.45 
NNE Nano Nuclear Energy Inc.
+6.85%
+$416.62 
OKLO Oklo Inc.
+6.83%
+$332.1 
APLD Applied Digital Corporation
+6.5%
+$2,530 
HOOD Robinhood Markets, Inc.
+6.5%
+$6,030.75 
HON Honeywell International Inc.
+6.36%
+$34,060 
BWXT Bwx Technologies Inc.
+6.07%
+$611.05 
VRT Vertiv Holdings Co
+5.97%
+$2,715.93 
HUN Huntsman Corporation
+5.76%
+$3.28 
JOBY Joby Aviation, Inc.
+5.53%
+$98 
DJT Trump Media & Technology Group Corp.
+5.13%
+$82 
SOFI SoFi Technologies, Inc.
+5.07%
+$80.5 
ACHR Archer Aviation Inc.
+4.85%
+$3,425.59 
CAT Caterpillar Inc.
+4.73%
+$42,725.76 
NLR VanEck Uranium and Nuclear ETF
+4.72%
+$4,905 
TSLA Tesla, Inc.
+4.61%
+$2,619.42 
MBLY Mobileye Global Inc.
+4.59%
+$17,453.52 
VVV Valvoline Inc.
+4.49%
+$223.31 
SOLS Sollensys Corp.
+4.45%
+$2,245.75 
LMT Lockheed Martin Corporation
+4.43%
+$977.76 
NKE Nike, Inc. - Class B
+4.36%
+$2,117.99 
CCJ Cameco Corporation
+4.24%
+$403 
DG Dollar General Corporation
+4.08%
+$1,014.74 
OPENL Opendoor Technologies Inc. Series A Warrant
+4.04%
+$1.36 
SOUN SoundHound AI Inc.
+3.85%
+$26 
EMR Emerson Electric Co.
+3.67%
+$377.25 
GILD Gilead Sciences Inc.
+3.6%
+$437 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$118.35 
SNWGF Snowline Gold Corp.
+3.37%
+$280 
GS The Goldman Sachs Group, Inc.
+3.24%
+$10,439.25 
QQQM Invesco NASDAQ 100 ETF
+3.19%
+$9.13 
ARKK ARK Innovation ETF Fund
+3.15%
+$2.3 
VTRS Viatris Inc.
+3.14%
+$5.94 
OPENZ Opendoor Technologies Inc. Series Z Warrant
+2.89%
+$0.93 
MS Morgan Stanley
+2.79%
+$1,641.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$482.76 
RECAF Reconnaissance Energy Africa Ltd.
+2.54%
+$414.4 
BMY Bristol-Myers Squibb Company
+2.41%
+$371.18 
NVDA NVIDIA Corporation
+2.33%
+$332,647.16 
PFE Pfizer Inc.
+2.29%
+$58.5 
LLY Eli Lilly and Company
+2.27%
+$2,577 
CVS CVS Health Corporation
+2.23%
+$273.13 
WBD Warner Bros. Discovery, Inc.
+2.17%
+$140.79 
EOSE Eos Energy Enterprises Inc.
+2.06%
+$21.25 
TFC Truist Financial Corporation
+1.93%
+$240 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$8,776.33 
VOO Vanguard S&P 500 ETF
+1.77%
+$11.81 
LKNCY Luckin Coffee Inc - ADR
+1.75%
+$2.12 
ITW Illinois Tool Works Inc.
+1.73%
+$541.87 
KIM Kimco Realty Corporation
+1.68%
+$23.8 
AMZN Amazon.com Inc
+1.54%
+$922,960.5 
MET MetLife Inc.
+1.53%
+$26.4 
JPM JPMorgan Chase & Co.
+1.53%
+$2,033.9 
MRK Merck & Co., Inc.
+1.45%
+$173 
NIXX Nixxy Inc.
+1.45%
+$25.8 
DE Deere & Company
+1.42%
+$3,791.35 
AAPL Apple Inc.
+1.41%
+$663,002.15 
ASH Ashland Inc.
+1.26%
+$41 
CINF Cincinnati Financial Corporation
+1.11%
+$185.5 
JEPI JPMorgan Equity Premium Income Fund
+0.98%
+$206.28 
MCD McDonald's Corporation
+0.93%
+$184.1 
NTR Nutrien Ltd.
+0.93%
+$27.23 
GOOG Alphabet Inc
+0.76%
+$330,018.73 
BKR Baker Hughes Company
+0.73%
+$144.9 
PLTR Palantir Technologies Inc.
+0.71%
+$52,720.2 
OGN Organon & Co.
+0.71%
+$3.61 
AFG American Financial Group Inc.
+0.57%
+$56.25 
OPEN Opendoor Technologies Inc.
+0.56%
+$101.62 
VZ Verizon Communications Inc.
+0.41%
+$145.35 
PFG Principal Financial Group, Inc.
+0.39%
+$170.28 
GOOGL Alphabet Inc
+0.35%
+$153,355 
KVUE Kenvue Inc.
+0.19%
+$3.5 
SLG SL Green Realty Corp.
+0.18%
+$22.41 
D Dominion Energy, Inc.
+0.14%
+$25.2 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$3,733.46 
GNPX Genprex, Inc.
+0.08%
+$0.6 
ABBV AbbVie Inc.
+0.06%
+$33.6 
JNJ Johnson & Johnson
+0.05%
+$2.75 
12612C108
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNX
0%
$0 
LAC
0%
$0 
LB
0%
$0 
Q1737A107
0%
$0 
WISA Wisa Technologies Inc.
0%
$0 
WKEY
0%
$0 
COP ConocoPhillips
-3.69%
-$2,467.51 
APA APA Corporation
-3.18%
-$6,169.79 
KLYG Kelyniam Global Inc.
-2.86%
-$24 
OXY Occidental Petroleum Corporation
-2.79%
-$977.85 
XOM Exxon Mobil Corporation
-2.71%
-$1.2M 
OVV Ovintiv Inc.
-2.55%
-$491.36 
BABA Alibaba Group Holding Limited SP ADR
-2.4%
-$277 
CVX Chevron Corporation
-2.08%
-$5,200.8 
PSX Phillips 66
-1.95%
-$2,520.49 
MSFT Microsoft Corp.
-1.81%
-$349,512.6 
FIS Fidelity National Information Services, Inc.
-1.51%
-$29.5 
OKE ONEOK, Inc.
-1.46%
-$132 
EPD Enterprise Products Partners L.P.
-1.31%
-$1,563.21 
VLO Valero Energy Corporation
-1.22%
-$2,025.45 
KO The Coca-Cola Company
-1.16%
-$378.3 
V Visa Inc. Class A
-1.13%
-$7.3 
NFLX Netflix, Inc.
-0.96%
-$142.2 
CLX The Clorox Company
-0.94%
-$116.25 
GME Gamestop Corp.
-0.82%
-$111 
OHI Omega Healthcare Investors Inc.
-0.8%
-$209.15 
SCHW Charles Schwab Corporation
-0.73%
-$65 
SO The Southern Company
-0.7%
-$165 
DUK Duke Energy Corporation
-0.67%
-$83.5 
BP BP p.l.c. Sponsored ADR
-0.58%
-$167 
CL Colgate-Palmolive Company
-0.57%
-$93.33 
UNH UnitedHealth Group Incorporated
-0.47%
-$48 
T AT&T Inc.
-0.43%
-$102.2 
PEP PepsiCo, Inc.
-0.42%
-$570.61 
PG Procter & Gamble Co
-0.41%
-$338.25 
META Meta Platforms Inc Class A
-0.4%
-$915.99 
KPRX Kiora Pharmaceuticals Inc.
-0.38%
-$10 
WMT Walmart Inc.
-0.12%
-$396.72 
BBW Build-A-Bear Workshop Inc.
-0.09%
-$0.15 Events
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Dividends
Dividend Analysis
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| Trades 725 | Longs Won 391/725 53% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.1M |
| Average Win $390,039.04 | Best Trade (Jun 11) $28.39M | Sharpe Ratio -6.57 |
| Average Loss -$111,832.59 | Worst Trade (Mar 31) -$20.89M | Z-Score 1.59 (88.79%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $158,831.97 |
| 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% | 0.06% | 0.95% | 11.08% |
| Consecutive Losing Trades | 2,597 | 2,338 | 2,078 | 1,818 | 1,558 | 1,299 | 1,039 | 779 | 519 | 260 |
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Returns
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Option values are updated at end of day.
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