Robert R Schulz Portfolio
Invests via Schulz Wealth, LTD. | Managed by Robert R. Schulz, Austin M. Smith
Invests via Schulz Wealth, LTD.
Managed by Robert R. Schulz, Austin M. Smith
Automatically Tracked
Robert R Schulz Profile
Veteran private equity and investment management executive focused on middle-market transactions, portfolio operations and capital strategy. Robert R Schulz combines operational oversight with deal origination experience across industrials and business services, and has led buyouts, carve-outs and growth equity investments. Known for strategic cost transformation, governance improvement and exit readiness, typically engaging with sponsor-backed and family-owned companies to drive EBITDA expansion.
Veteran private equity and investment management executive focused on middle-market transactions, portfolio operations and capital strategy. Robert R Schulz combines operational oversight with deal origination experience across industrials and business services, and has led buyouts, carve-outs and growth equity investments. Known for strategic cost transformation, governance improvement and exit readiness, typically engaging with sponsor-backed and family-owned companies to drive EBITDA expansion.
Investment Philosophy & Strategy
Focused on middle‑market private equity, he targets industrials and business‑services companies where operational interventions unlock value. Prefers buyouts, carve‑outs and growth equity deals with sponsor‑backed or family owners, applying rigorous cost transformation, governance upgrades and exit planning to expand EBITDA. Investment horizon typically 3–7 years with control or influential minority stakes; disciplined capital allocation favors targeted capex, working‑capital optimization and bolt‑on consolidation to de‑risk growth.
Focused on middle‑market private equity, he targets industrials and business‑services companies where operational interventions unlock value. Prefers buyouts, carve‑outs and growth equity deals with sponsor‑backed or family owners, applying rigorous cost transformation, governance upgrades and exit planning to expand EBITDA. Investment horizon typically 3–7 years with control or influential minority stakes; disciplined capital allocation favors targeted capex, working‑capital optimization and bolt‑on consolidation to de‑risk growth.
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:
3.12%
Gain
Monthly
0.1%
Yearly
1.22%
Drawdown
26.58%
$166.84M
Equity
Holdings
$166.84M
Investment
$128.85M
$41.24M
Profit -$359,067.73
Realized
$3.25M
Unrealized
$37.99M
Dividends
$4.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$359,067.73
Win %
81%
This Week
Compared To Last Week
Gain
-0.17%
Profit
-$285,692.36
Win %
81%
This Month
Compared to last month
Gain
0.47%
Profit
$785,465.81
Win %
81%
This Year
Compared to last year
Gain
7.75%
Profit
$11.99M
Win %
81%
RSG Republic Services, Inc.
+3.46%
+$9,864.3 
COST Costco Wholesale Corporation
+2.6%
+$7,871.18 
WMT Walmart Inc.
+2.59%
+$12,248.19 
MA Mastercard Incorporated
+2.28%
+$4,851.62 
MSFT Microsoft Corp.
+1.8%
+$4,660.33 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.78%
+$21,681.37 
AAPL Apple Inc.
+1.49%
+$16,118.64 
BRK-B Berkshire Hathaway Inc.
+1.24%
+$2,821.63 
SDVD FT Vest Smid Rising Dividend Fund
+1.12%
+$6,162 
DUK Duke Energy Corporation
+0.9%
+$2,788.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.61%
+$2,782 
VTV Vanguard Value ETF
+0.28%
+$926.27 
AMZN Amazon.com Inc
+0.21%
+$1,256.85 
GJUL FT Vest US Equity Moderate Class B
+0.05%
+$2,021.9 
FJUL FT Vest US Equity Buffer ETF
+0.03%
+$505.62 
PAUG Innovator U.S. Equity Power Buffer ETF - August
+0.01%
+$110.17 
GAUG FT Vest US Equity Moderate Fund
+0.01%
+$213.1 
CYBR CyberArk Software Ltd
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$8,645.07 
IWF iShares Russell 1000 Growth ETF
-1.71%
-$9,292.44 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.16%
-$168,683.22 
AVDV Avantis International Small Cap Value ETF
-1.07%
-$94,638.88 
VUG Vanguard Growth ETF
-1.04%
-$4,018.68 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.47%
-$1,726.2 
VOO Vanguard S&P 500 ETF
-0.47%
-$3,435.25 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$3,588.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,271.39 
BJUL Innovator U.S. Equity Buffer ETF
-0.4%
-$1,126.99 
GJAN FT Vest US Equity Moderate Fund B
-0.28%
-$16,128.87 
BUFR FT Vestladder Buffer ETF-USD I
-0.23%
-$27,641.06 
GJUN FT Vest US Equity Moderate Fund
-0.18%
-$4,248.45 
FOCT FT Vest U.S. Equity Buffer ETF
-0.17%
-$1,158.57 
PMAY Innovator U.S. Equity Power Buffer ETF - May
-0.16%
-$1,682.79 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.15%
-$2,855.51 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.15%
-$58,439.68 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.14%
-$1,210.3 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.13%
-$345.12 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.13%
-$6,067.55 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.13%
-$7,143.71 
JULH Innovation Premium Inc. 2020 Barrier - July
-0.12%
-$570 
FNOV FT Vest US Equity Buffer ETF
-0.11%
-$771.87 
GOCT FT Vest US Equity Moderate Fund
-0.11%
-$1,892.92 
FMAR FT Vest U.S. Equity Buffer ETF
-0.1%
-$2,095.78 
PJUL Innovator U.S. Equity Power Buffer ETF July
-0.1%
-$625.02 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.1%
-$8,157.27 
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$333.48 
GMAR FT Vest US Equity Moderate B Fund
-0.09%
-$1,458.84 
PAPR Innovator U.S. Equity Power Buffer ETF April
-0.09%
-$561.64 
BJAN Innovator U.S. Equity Buffer ETF - January
-0.08%
-$1,606.5 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.08%
-$514.49 
FAUG FT Vest U.S. Equity Buffer ETF
-0.08%
-$281.12 
DMAR FT Vest US Equity Deep Buffer Fund
-0.07%
-$415.93 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$815.52 
GSEP FT Vest US Equity Moderate B Fund
-0.06%
-$2,419.5 
DFCF Dimensional Core Fixed Income ETF
-0.05%
-$1,610.72 
GNOV FT Vest US Equity Moderate B Fund
-0.05%
-$1,954.32 
LOCT Innovator Premium Income 15 Buffer ETF October
-0.04%
-$295 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.03%
-$667.82 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$702.64 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$887.37 Events
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Dividends
Dividend Analysis
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| Trades 301 | Longs Won 257/301 85% | Profit Factor 181.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $601,184.8 |
| Average Win $161,357.73 | Best Trade (Jul 15) $8.74M | Sharpe Ratio -9.85 |
| Average Loss -$5,191.24 | Worst Trade (Dec 30) -$30,879 | Z-Score 13.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $137,011.7 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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Returns
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