RS
Robert Sterner Portfolio
Invests via Rangeley Capital LLC | Managed by Robert Sterner
Invests via Rangeley Capital LLC
Managed by Robert Sterner
Automatically Tracked
Robert Sterner Profile
With a strong foundation in finance and entrepreneurship, Robert Sterner is recognized for his adeptness in navigating high-stakes business environments. His diverse career spans leadership roles across multiple industries, allowing him to hone expertise in operational efficiency and market strategy. Currently engaged as a senior executive at an innovative startup, he leverages his deep understanding of capital markets to drive growth initiatives and enhance competitive positioning. Known for cultivating strategic partnerships and spearheading impactful projects, Sterner's influence extends beyond mere operations; he actively shapes the company's vision toward sustainable development and market expansion.
With a strong foundation in finance and entrepreneurship, Robert Sterner is recognized for his adeptness in navigating high-stakes business environments. His diverse career spans leadership roles across multiple industries, allowing him to hone expertise in operational efficiency and market strategy. Currently engaged as a senior executive at an innovative startup, he leverages his deep understanding of capital markets to drive growth initiatives and enhance competitive positioning. Known for cultivating strategic partnerships and spearheading impactful projects, Sterner's influence extends beyond mere operations; he actively shapes the company's vision toward sustainable development and market expansion.
Investment Philosophy & Strategy
In today's fast-paced market landscape, the potential for growth in emerging sectors is paramount. Robert Sterner excels at identifying lucrative opportunities by leveraging his extensive leadership background and entrepreneurial spirit. His strategic focus on operational efficiency allows him to enhance startup initiatives while fostering innovation through dynamic partnerships. The approach centers around agile responses to market trends, thereby ensuring the sustainability of business practices amid competitive pressures. With a commitment to driving both immediate results and long-term value creation, decision-making is consistently aligned with an adaptive mindset that prioritizes opportunity exploration.
In today's fast-paced market landscape, the potential for growth in emerging sectors is paramount. Robert Sterner excels at identifying lucrative opportunities by leveraging his extensive leadership background and entrepreneurial spirit. His strategic focus on operational efficiency allows him to enhance startup initiatives while fostering innovation through dynamic partnerships. The approach centers around agile responses to market trends, thereby ensuring the sustainability of business practices amid competitive pressures. With a commitment to driving both immediate results and long-term value creation, decision-making is consistently aligned with an adaptive mindset that prioritizes opportunity exploration.
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:
12.81%
Gain +0.36%
Monthly
0.55%
Yearly
6.85%
Drawdown
22.94%
$107.34M
Equity
Holdings
$107.34M
Investment
$99.91M
$12.37M
Profit +$421,991.08
Realized
$4.94M
Unrealized
$7.43M
Dividends
$2.5M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.36%
Profit
$421,991.08
Win %
52%
This Week
Compared To Last Week
Gain
0.4%
Profit
$421,991.08
Win %
52%
This Month
Compared to last month
Gain
-3.46%
Profit
-$3.85M
Win %
52%
This Year
Compared to last year
Gain
6.51%
Profit
$6.56M
Win %
55%
CORZW Core Scientific, Inc. Tranche 1 Warrants
+11.29%
+$19,584 
ABOS Acumen Pharmaceuticals, Inc.
+7.32%
+$5,075 
DK Delek US Holdings, Inc.
+7.03%
+$313,800 
CLMT Calumet, Inc.
+6.12%
+$160,060 
AVIR Atea Pharmaceuticals, Inc.
+4.95%
+$9,300 
TACOW Berto Acquisition Corp. Warrant
+4.23%
+$294.5 
FDMT 4D Molecular Therapeutics, Inc.
+3.47%
+$11,799.37 
PRTA Prothena Corp PLC
+2.93%
+$107,870.4 
SEPN Septerna, Inc.
+2.78%
+$44,727.24 
LSTA Lisata Therapeutics, Inc.
+2.42%
+$1,807.5 
STHO Star Holdings
+1.86%
+$38,370.08 
DDL Dingdong (Cayman) Ltd. Sponsored ADR
+1.79%
+$1,750 
NKTX Nkarta, Inc.
+1.68%
+$2,040 
KROS Keros Therapeutics, Inc.
+1.56%
+$9,558.08 
SHC Sotera Health Company
+1.44%
+$2,600 
BCYC Bicycle Therapeutics plc - ADR
+1.41%
+$11,613 
JANX Janux Therapeutics, Inc.
+1.32%
+$26,950 
MNRO Monro, Inc.
+1.21%
+$8,375.04 
FTW Presidio Production Company Class A Common Stock
+1.08%
+$11,000 
AIV Apartment Investment and Management Co. Class A
+0.92%
+$1,350 
ONL Orion Properties Inc.
+0.91%
+$18,300 
IMMR Immersion Corporation
+0.84%
+$4,500 
DOMO Domo, Inc. Class B Common Stock
+0.81%
+$650 
ZIM ZIM Integrated Shipping Services Ltd.
+0.75%
+$12,100 
KURA Kura Oncology, Inc.
+0.73%
+$7,085.4 
CPAC Cementos Pacasmayo S.A.A. American Depositary Shares (Each representing five Common Shares)
+0.63%
+$897.68 
DRVN Driven Brands Holdings Inc.
+0.6%
+$43,785 
ABUS Arbutus Biopharma Corporation
+0.59%
+$12,500 
BHF Brighthouse Financial Inc.
+0.57%
+$6,500 
SITC SITE Centers Corp.
+0.54%
+$280 
PD PagerDuty, Inc.
+0.52%
+$2,250 
EMIS Emisphere Technologies, Inc.
+0.39%
+$724.28 
ARVN Arvinas, Inc.
+0.27%
+$4,479.8 
EXEL Exelixis Inc.
+0.15%
+$500 
CCII Cohen Circle Acquisition Corp. II Class A
+0.15%
+$150 
PRTH Priority Technology Holdings, Inc.
+0.13%
+$590 
DBRG DigitalBridge Group Inc. Class A Common Stock
+0.12%
+$200 
KOYN CSLM Digital Asset Acquisition Corp III, Ltd Class A Ordinary Shares
+0.1%
+$489.44 
OTGAU OTG Acquisition Corp. I Unit
+0.1%
+$508.05 
HGV Hilton Grand Vacations Inc.
+0.08%
+$750 
DSGR Distribution Solutions Group, Inc.
+0.06%
+$337.17 
OACC Oaktree Acquisition Corp. III Life Sciences Class A Ordinary Shares
+0.05%
+$305.94 
CCO Clear Channel Outdoor Holdings, Inc.
0%
$0 
CNTA Centessa Pharmaceuticals plc American Depositary Receipt
0%
$0 
CWAN Clearwater Analytics Holdings Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ELME Elme Communities
0%
$0 
EM Smart Share Global Ltd. - ADR
0%
$0 
GECC Great Elm Capital Corp.
0%
$0 
GPACU General Purpose Acquisition Corp.
0%
$0 
HCMA HCM III Acquisition Corp. Class A Ordinary Shares
0%
$0 
HOLX Hologic Inc.
0%
$0 
KZR Kezar Life Sciences, Inc.
0%
$0 
LEG Leggett & Platt, Incorporated
0%
$0 
MCW Mister Car Wash, Inc.
0%
$0 
RLYB Rallybio Corp.
0%
$0 
SEM Select Medical Holdings Corp.
0%
$0 
SWKH Swk Holdings Corp.
0%
$0 
SZZL Sizzle Acquisition Corp. II Class A Ordinary Shares
0%
$0 
TBPH Theravance Biopharma Inc.
0%
$0 
TWO Two Harbors Investment Corp.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SPKL Spark I Acquisition Corp. Class A Ordinary Share
0%
$0 
FACT FACT II Acquisition Corp. Common Stock
0%
$0 
RAAQU Real Asset Acquisition Corp. Unit
0%
$0 
FERA Fifth Era Acquisition Corp I Class A Ordinary Shares
0%
$0 
RDAGU Republic Digital Acquisition Corp.
0%
$0 
RTAC Renatus Tactical Acquisition Corp I Class A Ordinary Shares
0%
$0 
PACHU Pioneer Acquisition I Corp.
0%
$0 
WENN Wen Acquisition Corp Class A Ordinary Shares
0%
$0 
BCARU D. Boral ARC Acquisition I Corp. Units
0%
$0 
HSC Harsco Corporation
0%
$0 
DMIIU Drugs Made In America Acquisition II Corp. Unit
0%
$0 
MGNX MacroGenics Inc.
-11.56%
-$5,590 
ALIT Alight Inc. Class A Common Stock
-10.96%
-$2,596.86 
PMVP PMV Pharmaceuticals, Inc.
-5.91%
-$5,013.45 
IMA ImageneBio Inc.
-5.69%
-$7,821.6 
AIFC AI Financial Corporation Common Stock
-4.98%
-$377 
FMC FMC Corporation
-4.95%
-$2,500 
BUR Burford Capital Limited
-4.91%
-$1,908.88 
GLUE Monte Rosa Therapeutics, Inc.
-3.6%
-$10,536.24 
IKT Inhibikase Therapeutics, Inc.
-3.46%
-$12,100 
PETS PetMed Express Inc.
-3.28%
-$4,368.32 
TMQ Trilogy Metals Inc.
-2.67%
-$4,785 
WW WW International Inc.
-2.52%
-$5,440 
BRNS Barinthus Biotherapeutics plc American Depositary Shares
-2.49%
-$3,013.89 
PLRX Pliant Therapeutics Inc.
-2.44%
-$4,747.5 
TDAY USA TODAY Co., Inc.
-2.4%
-$6,154.5 
SOC Sable Offshore Corp.
-2.15%
-$1,330 
BHR Braemar Hotels & Resorts Inc.
-2.13%
-$6,660 
SSP The E.W. Scripps Company Class A Common Stock
-2.08%
-$3,847.05 
GRND Grindr Inc.
-1.9%
-$60,840 
TRIP Tripadvisor, Inc.
-1.86%
-$33,250 
HEPS D-Market Electronic Services & Trading ADR
-1.79%
-$10,000 
IVVD Invivyd, Inc. Common Stock
-1.79%
-$492.75 
CRBP Corbus Pharmaceuticals Holdings, Inc.
-1.73%
-$3,138.8 
VYNE Vyne Therapeutics Inc.
-1.68%
-$779.22 
GO Grocery Outlet Holding Corp.
-1.62%
-$8,600 
MLAC Mountain Lake Acquisition Corp.
-1.6%
-$300 
OKUR OnKure Therapeutics, Inc. Class A Common Stock
-1.59%
-$3,800 
ACET Adicet Bio, Inc. Common Stock
-1.5%
-$3,348.8 
ABEO Abeona Therapeutics Inc.
-1.48%
-$3,900 
RZLT Rezolute Inc.
-1.43%
-$2,200 
KPRX Kiora Pharmaceuticals Inc.
-1.31%
-$300 
STRS Stratus Properties Inc.
-1.28%
-$2,885.58 
SEER Seer, Inc. Class A Common Stock
-1.27%
-$4,607.55 
QURE uniQure N.V.
-1.25%
-$3,640 
PEPG PepGen Inc.
-1.19%
-$2,042.88 
RVMD Revolution Medicines, Inc.
-1.1%
-$137,402.67 
YEXT Yext Inc.
-1.02%
-$7,449.6 
ICLR ICON plc
-0.99%
-$32,391 
SEG Seaport Entertainment Group Inc.
-0.97%
-$33,773.74 
LAB Standard BioTools Inc.
-0.96%
-$290 
XRX Xerox Holdings Corporation
-0.91%
-$2,340 
ABVX Abivax SA Sponsored ADR
-0.86%
-$3,040.01 
KYIV Kyivstar Group Ltd.
-0.83%
-$1,100 
CDZI Cadiz Inc.
-0.69%
-$1,500 
GTERU Globa Terra Acquisition Corp.
-0.66%
-$2,825.27 
TASK TaskUs, Inc. Class A Common Stock
-0.58%
-$500 
GDOT Green Dot Corporation Class A Common Stock
-0.57%
-$11,391.24 
NLOP Net Lease Office Properties
-0.51%
-$5,674.58 
EVC Entravision Communications Corp. Class A Common Stock
-0.48%
-$3,000 
FLL Full House Resorts Inc.
-0.41%
-$3,296.08 
LNSR LENSAR Inc.
-0.41%
-$1,575 
FWRD Forward Air Corporation
-0.32%
-$4,182 
SATS EchoStar Corporation
-0.31%
-$5,304.6 
MREO Mereo BioPharma Group plc ADR
-0.28%
-$263.36 
IMXI International Money Express, Inc.
-0.27%
-$250 
NWAX-UN New America Acquisition I Corp.
-0.2%
-$800 
DRDB Roman DBDR Acquisition Corp. II
-0.19%
-$1,200 
HVMCU Highview Merger Corp. Unit
-0.1%
-$200 
KW Kennedy-Wilson Holdings Inc.
-0.09%
-$970 
FCRS FutureCrest Acquisition Corp. Class A Ordinary Shares
-0.05%
-$203.51 Events
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Dividends
Dividend Analysis
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| Trades 526 | Longs Won 229/526 43% | Profit Factor 1.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $455,629.98 |
| Average Win $194,276 | Best Trade (Oct 21) $7.03M | Sharpe Ratio -533.86 |
| Average Loss -$108,152.57 | Worst Trade (Dec 30) -$2.84M | Z-Score -2.41 (100%) |
| Commissions $0 | Avg. Trade Length 7m 1w 5d | Expectancy $23,513.1 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.45% | 7.77% |
| Consecutive Losing Trades | 992 | 893 | 794 | 694 | 595 | 496 | 397 | 298 | 198 | 99 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABEO Abeona Therapeutics Inc. | 60,000 | $314,304 | $260,100 | - | -$54,204 | -17.25% | -1.477% |
| ABOS Acumen Pharmaceuticals, Inc. | 35,000 | $82,600 | $74,375 | - | -$8,225 | -9.96% | +7.323% |
| ABUS Arbutus Biopharma Corporation | 500,000 | $1.64M | $2.11M | - | $477,500 | 29.2% | +0.595% |
| ABVX Abivax SA Sponsored ADR | 4,000 | $339,600 | $349,000 | - | $9,400 | 2.77% | -0.864% |
| ACET Adicet Bio, Inc. Common Stock | 56,000 | $421,611.19 | $220,091.2 | - | -$201,519.99 | -47.8% | -1.499% |
| AIFC AI Financial Corporation Common Stock | 26,000 | $69,940 | $7,191.6 | - | -$62,748.4 | -89.72% | -4.981% |
| AIV Apartment Investment and Management Co. Class A | 90,000 | $366,300 | $148,050 | - | -$218,250 | -59.58% | +0.92% |
| ALIT Alight Inc. Class A Common Stock | 2,473.2 | $28,822.67 | $21,096.4 | - | -$7,726.27 | -26.81% | -10.96% |
| ARVN Arvinas, Inc. | 223,990 | $1.62M | $1.64M | - | $14,685 | 0.9% | +0.274% |
| AVIR Atea Pharmaceuticals, Inc. | 46,500 | $148,500 | $197,160 | - | $48,660 | 32.77% | +4.95% |
| BCARU D. Boral ARC Acquisition I Corp. Units | 72,430 | $750,820.5 | $822,082.17 | - | $71,261.67 | 9.49% | 0.0 |
| BCYC Bicycle Therapeutics plc - ADR | 232,260 | $1.43M | $836,136 | - | -$590,180.23 | -41.38% | +1.408% |
| BHF Brighthouse Financial Inc. | 25,000 | $1.5M | $1.14M | - | -$362,656.5 | -24.11% | +0.573% |
| BHR Braemar Hotels & Resorts Inc. | 222,000 | $561,606.8 | $306,360 | - | -$255,246.8 | -45.45% | -2.128% |
| BRNS Barinthus Biotherapeutics plc American Depositary Shares | 159,465 | $101,805.85 | $118,020.05 | - | $16,214.2 | 15.93% | -2.49% |
| BUR Burford Capital Limited | 11,569 | $132,854.75 | $36,962.95 | - | -$95,891.8 | -72.18% | -4.911% |
| CCII Cohen Circle Acquisition Corp. II Class A | 10,000 | $102,299.97 | $103,050 | - | $750.03 | 0.73% | +0.146% |
| CCO Clear Channel Outdoor Holdings, Inc. | 18,600 | $44,082 | $45,012 | - | $930 | 2.11% | 0.0 |
| CDZI Cadiz Inc. | 50,000 | $237,440 | $215,500 | - | -$21,940 | -9.24% | -0.691% |
| CLMT Calumet, Inc. | 53,000 | $1.12M | $2.77M | - | $1.65M | 147.23% | +6.125% |
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FAQ
Which stocks have generated the highest profits for Robert Sterner?
The largest contributions to the portfolio's profits come from the following stocks: Delek US Holdings, Inc - $4.18M, Keros Therapeutics, Inc - $2.22M, Arvinas, Inc - $2.07M, Genesis Energy, L.P - $1.52M, and Calumet, Inc - $1.31M. 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: Amplify Energy Corp - $3.1M, WideOpenWest, Inc - $3.05M, Yext Inc - $2.27M, Core Scientific, Inc - $1.21M, and Cardlytics, Inc - $604,800. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Sterner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.5M earned over time. The largest contributors to dividend income include Net Lease Office Properties - $1.08M, Delek US Holdings, Inc - $360,570, CVR Partners, LP Common Units Representing Limited Partner Interests - $202,977.5, SITE Centers Corp - $176,298.75, and Genesis Energy, L.P - $88,440. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Sterner's monthly returns?
Robert Sterner's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Robert Sterner's strategy be considered aggressive or moderate?
Robert Sterner's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Robert Sterner's strategy?
Robert Sterner's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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