MN
Mark Neitzel Portfolio
Invests via M1 Capital Management LLC | Managed by Ryan Malloch, Paul Dunbar
Invests via M1 Capital Management LLC
Managed by Ryan Malloch, Paul Dunbar
Automatically Tracked
Mark Neitzel Profile
Veteran private equity and operations executive focused on growth-stage technology and consumer businesses. Mark Neitzel brings experience leading portfolio value creation, operational turnarounds, and strategic M&A across software and services sectors. Known for scaling commercial teams, improving unit economics and preparing companies for exit to strategic buyers or IPO. Background includes senior operating roles and board seats; engages with growth capital and operational sponsors.
Veteran private equity and operations executive focused on growth-stage technology and consumer businesses. Mark Neitzel brings experience leading portfolio value creation, operational turnarounds, and strategic M&A across software and services sectors. Known for scaling commercial teams, improving unit economics and preparing companies for exit to strategic buyers or IPO. Background includes senior operating roles and board seats; engages with growth capital and operational sponsors.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer investments where operational intervention can accelerate scale. Prefers growth-capital and sponsor-backed situations with clear paths to strategic sale or IPO, emphasizing improvements to unit economics, commercial go-to-market scaling, and disciplined margin expansion. Investment decisions hinge on hands-on portfolio engagement, leadership upgrades, and pragmatic M&A or tuck-in strategies to de-risk exits over a multi-year horizon while preserving downside through staged capital and performance-based milestones.
Focuses on growth-stage technology and consumer investments where operational intervention can accelerate scale. Prefers growth-capital and sponsor-backed situations with clear paths to strategic sale or IPO, emphasizing improvements to unit economics, commercial go-to-market scaling, and disciplined margin expansion. Investment decisions hinge on hands-on portfolio engagement, leadership upgrades, and pragmatic M&A or tuck-in strategies to de-risk exits over a multi-year horizon while preserving downside through staged capital and performance-based milestones.
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:
25.63%
Gain +1.44%
Monthly
1.31%
Yearly
16.98%
Drawdown
18.93%
$248.47M
Equity
Holdings
$248.47M
Investment
$199.36M
$54.67M
Profit +$3.79M
Realized
$5.56M
Unrealized
$49.11M
Dividends
$3.51M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.44%
Profit
$3.79M
Win %
74%
This Week
Compared To Last Week
Gain
1.54%
Profit
$3.78M
Win %
74%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.14M
Win %
74%
This Year
Compared to last year
Gain
3.09%
Profit
$7.58M
Win %
76%
GPUS Hyperscale Data, Inc.
+31.37%
+$970 
AMD Advanced Micro Devices, Inc.
+7.47%
+$174,290.57 
HOOD Robinhood Markets, Inc.
+7.21%
+$22,005.06 
SHOP Shopify Inc.
+5.83%
+$13,251 
EXPE Expedia Group, Inc.
+5.48%
+$12,206.7 
BAI iShares A.I. Innovation and Tech Active ETF
+5.42%
+$348,273.6 
META Meta Platforms Inc Class A
+4.99%
+$222,733.28 
PLTR Palantir Technologies Inc.
+4.84%
+$52,293.12 
SOFI SoFi Technologies, Inc.
+4.7%
+$13,080.48 
XLK State Street Technology Select Sector SPDR ETF
+3.56%
+$10,771.62 
GLDM SPDR Gold MiniShares Trust
+3.44%
+$54,357.64 
GLD SPDR Gold Shares
+3.42%
+$17,344.4 
SPMO Invesco S&P 500 Momentum ETF
+3.33%
+$187,807.6 
GEV GE Vernova Inc.
+3.25%
+$34,704.83 
AMZN Amazon.com Inc
+3.2%
+$97,674.55 
GOOGL Alphabet Inc
+3.06%
+$66,841.77 
VKTX Viking Therapeutics Inc.
+3.04%
+$7,969.5 
QQQ Invesco QQQ Trust, Series 1
+2.96%
+$104,456.41 
GE General Electric Company
+2.9%
+$40,963.34 
NVDA NVIDIA Corporation
+2.88%
+$91,712.64 
GOOG Alphabet Inc
+2.85%
+$18,150.72 
AVEM Avantis Emerging Markets Equity ETF
+2.85%
+$127,783.11 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.63%
+$243,682.65 
AVGO Broadcom Inc.
+2.62%
+$31,684.75 
EEM iShares MSCI Emerging Markets ETF
+2.62%
+$115,475.72 
MOD Modine Manufacturing Company
+2.5%
+$8,697.42 
IUSG iShares Core S&P U.S. Growth ETF
+2.48%
+$11,609.22 
CAT Caterpillar Inc.
+2.33%
+$15,562.31 
GNRC Generac Holdings Inc.
+2.26%
+$6,444.9 
SCHE Schwab Emerging Markets Equity ETF
+2.15%
+$23,679.24 
IEMG iShares Core MSCI Emerging Markets ETF
+2.13%
+$147,539.04 
APH Amphenol Corporation
+2.13%
+$5,774.82 
MSFT Microsoft Corp.
+2.04%
+$38,708.6 
XLSR SPDR SSGA US Sector Rotation ETF
+2.02%
+$7,937.01 
GS The Goldman Sachs Group, Inc.
+1.93%
+$4,912.8 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.9%
+$214,124.02 
XLG Invesco S&P 500 Top 50 ETF
+1.87%
+$166,684.52 
AAPL Apple Inc.
+1.82%
+$423,520.29 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.8%
+$243,887.25 
VOO Vanguard S&P 500 ETF
+1.78%
+$7,703.09 
DFUS Dimensional U.S. Equity Market ETF
+1.77%
+$6,995.52 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$92,894.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.74%
+$17,241.99 
HD The Home Depot, Inc.
+1.72%
+$5,476.43 
PANW Palo Alto Networks, Inc.
+1.66%
+$6,782.95 
GROZ Zacks Focus Growth ETF
+1.61%
+$28,700.76 
IVV iShares Core S&P 500 ETF
+1.52%
+$52,465.85 
VO Vanguard Mid-Cap ETF
+1.4%
+$6,798.45 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.34%
+$5,769.07 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+1.31%
+$39,797.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.3%
+$5,875.74 
IWC iShares Micro-Cap ETF
+1.24%
+$34,206.6 
VONV Vanguard Russell 1000 Value Index Fund
+1.15%
+$5,862.85 
NFLX Netflix, Inc.
+1.11%
+$4,281.79 
QUAL iShares MSCI USA Quality Factor ETF
+1.07%
+$51,325.36 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$15,909.08 
VB Vanguard Small-Cap ETF
+0.98%
+$2,759.4 
ZECP Zacks Earnings Consistent Portfolio
+0.97%
+$55,448.32 
V Visa Inc. Class A
+0.95%
+$3,494.51 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.91%
+$35,892.15 
IWR iShares Russell Mid-Cap ETF
+0.89%
+$4,659.02 
TSLA Tesla, Inc.
+0.88%
+$17,631.55 
IWM iShares Russell 2000 ETF
+0.8%
+$5,920.53 
DFUV Dimensional US Marketwide Value ETF
+0.71%
+$2,805.27 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.71%
+$27,600 
QUIZ Zacks Quality International Fund
+0.67%
+$19,234.68 
PEP PepsiCo, Inc.
+0.66%
+$6,511.3 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.54%
+$25,075.06 
MCD McDonald's Corporation
+0.54%
+$1,026.63 
DTE DTE Energy Company
+0.44%
+$5,164.25 
XLU Utilities Select Sector SPDR Fund
+0.44%
+$8,119.41 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.41%
+$850.43 
LLY Eli Lilly and Company
+0.33%
+$2,296.49 
IVE ISHARES S&P 500 VALUE ETF
+0.28%
+$58,258.62 
MA Mastercard Incorporated
+0.23%
+$977.44 
BINC iShares Flexible Income Active ETF
+0.2%
+$1,933.79 
IAGG iShares International Aggregate Bond Fund
+0.2%
+$2,715 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.18%
+$669.56 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.17%
+$745.83 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.15%
+$4,107.74 
IJR iShares Core S&P Small-Cap ETF
+0.15%
+$661.54 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.15%
+$3,895.74 
SDY SPDR S&P Dividend ETF
+0.14%
+$717.86 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.14%
+$650.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.14%
+$1,326.92 
IUSB iShares Core Universal USD Bond ETF
+0.14%
+$3,419.2 
MBB iShares MBS ETF
+0.13%
+$1,696.92 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.11%
+$269.46 
PG Procter & Gamble Co
+0.11%
+$266.56 
JPM JPMorgan Chase & Co.
+0.1%
+$741.84 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$347.76 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$138.42 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$11.35 
XOM Exxon Mobil Corporation
-4.03%
-$37,963.86 
CVX Chevron Corporation
-3.68%
-$9,742.64 
PSX Phillips 66
-3.48%
-$10,146.24 
SHEL Shell plc
-3.43%
-$9,211.02 
ABBV AbbVie Inc.
-2.52%
-$9,867 
KO The Coca-Cola Company
-2.24%
-$7,472.15 
EFV iShares MSCI EAFE Value ETF
-2.17%
-$159,006.23 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-1.37%
-$2,941.25 
DVY iShares Select Dividend ETF
-1.26%
-$11,574 
SYK Stryker Corporation
-1%
-$2,177.77 
SHLD Global X Defense Tech ETF
-0.91%
-$18,058.3 
EFA iShares MSCI EAFE ETF
-0.72%
-$5,907.46 
WMT Walmart Inc.
-0.68%
-$8,985.91 
DTM Dt Midstream Inc.
-0.57%
-$3,343.17 
COST Costco Wholesale Corporation
-0.37%
-$2,363.85 
ADP Automatic Data Processing Inc.
-0.34%
-$994.09 
VNQ Vanguard Real Estate ETF
-0.27%
-$850.65 
IJS iShares S&P Small-Cap 600 Value ETF
-0.23%
-$8,792.84 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 539 | Longs Won 403/539 74% | Profit Factor 26.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $333,971.41 |
| Average Win $140,926.58 | Best Trade (Jun 15) $3.61M | Sharpe Ratio -15.63 |
| Average Loss -$15,609.15 | Worst Trade (Mar 31) -$486,282.67 | Z-Score 12.25 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w | Expectancy $101,429.63 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
