GP
Gustave Pollak Portfolio
Invests via Vantagepoint Investment Advisers LLC | Managed by Bruce James Rohrbacher, Daniel Marc Kohler, David Thomas Tanguay, Elizabeth Stephenson Glista, Joan Warwick McCallen
Invests via Vantagepoint Investment Advisers LLC
Managed by Bruce James Rohrbacher, Daniel Marc Kohler, David Thomas Tanguay, Elizabeth Stephenson Glista, Joan Warwick McCallen
Automatically Tracked
Gustave Pollak Profile
Gustave Pollak is a seasoned operating executive with a strong background in scaling technology-driven businesses. With over two decades of experience in leadership roles, he has successfully guided multiple startups from inception through growth stages, driving significant value creation along the way. His expertise lies in aligning cross-functional teams to innovate and optimize operations within competitive sectors. Pollak's influence extends beyond day-to-day management; he plays a critical role as an advisor for emerging companies navigating capital markets and strategic partnerships. Known for fostering collaborative environments, he has built strong networks that empower entrepreneurs while enhancing their operational efficiencies.
Gustave Pollak is a seasoned operating executive with a strong background in scaling technology-driven businesses. With over two decades of experience in leadership roles, he has successfully guided multiple startups from inception through growth stages, driving significant value creation along the way. His expertise lies in aligning cross-functional teams to innovate and optimize operations within competitive sectors. Pollak's influence extends beyond day-to-day management; he plays a critical role as an advisor for emerging companies navigating capital markets and strategic partnerships. Known for fostering collaborative environments, he has built strong networks that empower entrepreneurs while enhancing their operational efficiencies.
Investment Philosophy & Strategy
With a focus on innovation and operational excellence, Gustave Pollak seeks to unlock value in high-growth technology sectors. Drawing from extensive leadership experience, he approaches investments by leveraging his ability to identify scalable business models that respond adeptly to market demands. His strategies often emphasize fostering strong collaborations among teams while enhancing resource allocation for maximum efficiency. This entrepreneurial mindset not only helps startups navigate their growth trajectories but also positions them favorably within competitive landscapes. By prioritizing strategic partnerships and agile execution, he aims to drive long-term success in rapidly evolving markets.
With a focus on innovation and operational excellence, Gustave Pollak seeks to unlock value in high-growth technology sectors. Drawing from extensive leadership experience, he approaches investments by leveraging his ability to identify scalable business models that respond adeptly to market demands. His strategies often emphasize fostering strong collaborations among teams while enhancing resource allocation for maximum efficiency. This entrepreneurial mindset not only helps startups navigate their growth trajectories but also positions them favorably within competitive landscapes. By prioritizing strategic partnerships and agile execution, he aims to drive long-term success in rapidly evolving markets.
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:
34.51%
Gain +1.07%
Monthly
0.35%
Yearly
4.25%
Drawdown
19.03%
$13.5B
Equity
Holdings
$13.5B
Investment
$11.77B
$1.94B
Profit +$160.45M
Realized
$206.07M
Unrealized
$1.73B
Dividends
$278.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.07%
Profit
$160.45M
Win %
83%
This Week
Compared To Last Week
Gain
2.65%
Profit
$347.91M
Win %
83%
This Month
Compared to last month
Gain
2.65%
Profit
$347.91M
Win %
83%
This Year
Compared to last year
Gain
0.59%
Profit
$83M
Win %
81%
AVDE Avantis International Equity ETF
+0.69%
+$1.87M 
RWL Invesco S&P 500 Revenue ETF
+0.16%
+$474,067.19 
RWK Invesco S&P Midcap 400 Revenue ETF
0%
+$1,617.02 
INTF iShares International Equity Factor ETF
0%
$0 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MGV Vanguard Mega Cap Value ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
VGT Vanguard Information Technology ETF
-5.83%
-$23.29M 
QQQM Invesco NASDAQ 100 ETF
-4.95%
-$28.25M 
VUG Vanguard Growth ETF
-4.37%
-$26.41M 
SCHA Schwab U.S. Small-Cap ETF
-4.25%
-$3.02M 
IWP iShares Russell Mid-Cap Growth ETF
-4.23%
-$12.73M 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-3.85%
-$2.3M 
VOT Vanguard Mid-Cap Growth ETF
-3.79%
-$12.14M 
XMMO Invesco S&P MidCap Momentum ETF
-3.77%
-$5.33M 
IMCG iShares Morningstar Mid-Cap Growth ETF
-3.53%
-$10.46M 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-3.35%
-$6.89M 
VV Vanguard Large-Cap Index Fund ETF Shares
-3.26%
-$7.26M 
SCHX Schwab U.S. Large-Cap ETF
-3.22%
-$7.19M 
SPYM State Street SPDR Portfolio S&P 500 ETF
-3.18%
-$11.23M 
FNDA Schwab Fundamental U.S. Small Company ETF
-2.98%
-$1.65M 
SPHQ Invesco S&P 500 Quality ETF
-2.81%
-$8.42M 
IWS iShares Russell Mid-Cap Value ETF
-2.41%
-$3.14M 
SCHV Schwab U.S. Large-Cap Value ETF
-2.38%
-$6.44M 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-2.25%
-$2.91M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$7.37M 
VWO Vanguard FTSE Emerging Markets ETF
-2.17%
-$3.62M 
SPEM SPDR Portfolio Emerging Markets ETF
-2.1%
-$2.64M 
VTV Vanguard Value ETF
-1.75%
-$3.57M 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.66%
-$4.52M 
IEFA iShares Core MSCI EAFE ETF
-1.63%
-$6.8M 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.6%
-$5.1M 
DGRO iShares Core Dividend Growth ETF
-1.42%
-$3.49M 
IMCV iShares Morningstar Mid-Cap ETF
-1.37%
-$1.35M 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-1.28%
-$3.34M 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$684,592.72 
VB Vanguard Small-Cap ETF
-0.72%
-$462,519.3 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.62%
-$1.03M 
FESM Fidelity Enhanced Small Cap ETF
-0.54%
-$365,235.52 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$1.1M 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.41%
-$1.6M 
IEMG iShares Core MSCI Emerging Markets ETF
-0.35%
-$1.12M 
VOE Vanguard Mid-Cap Value ETF
-0.28%
-$369,424.96 
VFVA Vanguard U.S. Value Factor Fund
-0.27%
-$230,857.88 
IVV iShares Core S&P 500 ETF
-0.18%
-$472,928.71 
MGC Vanguard Mega Cap ETF
-0.17%
-$308,932.82 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$329,502.24 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$112,241.85 Events
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Dividends
Dividend Analysis
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| Trades 301 | Longs Won 216/301 71% | Profit Factor 13.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $15.24M |
| Average Win $9.6M | Best Trade (Aug 06) $89.44M | Sharpe Ratio 0.23 |
| Average Loss -$1.76M | Worst Trade (Aug 06) -$18.07M | Z-Score 1.5 (86.58%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $6.43M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 3.88M | $382.38M | $378.25M | - | -$4.13M | -1.08% | -0.087% |
| AVDE Avantis International Equity ETF | 2.92M | $230.49M | $272.24M | - | $41.75M | 18.12% | +0.691% |
| AVEM Avantis Emerging Markets Equity ETF | 2.39M | $180.37M | $220.55M | - | $40.18M | 22.28% | -0.497% |
| DGRO iShares Core Dividend Growth ETF | 3.11M | $212.01M | $242.94M | - | $30.92M | 14.59% | -1.415% |
| EMGF iShares MSCI Emerging Markets Multifactor ETF | 2.92M | $165.34M | $198.86M | - | $33.52M | 20.27% | -3.349% |
| FELG Fidelity Enhanced Large Cap Growth ETF | 8.63M | $355.26M | $383.05M | - | $27.78M | 7.82% | -0.415% |
| FESM Fidelity Enhanced Small Cap ETF | 1.4M | $51.36M | $67.68M | - | $16.32M | 31.78% | -0.537% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 1.44M | $45.01M | $53.69M | - | $8.68M | 19.29% | -2.976% |
| GSIE Goldman Sachs ActiveBeta International Equity ETF | 5.47M | $225.18M | $257.27M | - | $32.09M | 14.25% | -1.281% |
| IEFA iShares Core MSCI EAFE ETF | 4.17M | $364.66M | $409.68M | - | $45.02M | 12.35% | -1.632% |
| IEMG iShares Core MSCI Emerging Markets ETF | 4.02M | $265.06M | $321.25M | - | $56.19M | 21.2% | -0.349% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 3.01M | $248.7M | $285.91M | - | $37.22M | 14.96% | -3.53% |
| IMCV iShares Morningstar Mid-Cap ETF | 1.02M | $82.41M | $97.19M | - | $14.78M | 17.94% | -1.374% |
| INTF iShares International Equity Factor ETF | 6.14M | $220.37M | $261.17M | - | $40.81M | 18.52% | 0.0 |
| IVOG Vanguard S&P Mid-Cap 400 Growth ETF | 1.27M | $151.89M | $183.43M | - | $31.54M | 20.76% | 0.0 |
| IVOV Vanguard S&P Mid-Cap 400 Value ETF | 1.1M | $111.96M | $126.32M | - | $14.36M | 12.83% | -2.249% |
| IVV iShares Core S&P 500 ETF | 330,724 | $206.89M | $255.77M | - | $48.88M | 23.63% | -0.185% |
| IWP iShares Russell Mid-Cap Growth ETF | 2.1M | $297.51M | $288.33M | - | -$9.18M | -3.09% | -4.228% |
| IWS iShares Russell Mid-Cap Value ETF | 761,386 | $106.38M | $127.21M | - | $20.83M | 19.58% | -2.412% |
| MGC Vanguard Mega Cap ETF | 630,488 | $153.9M | $177.9M | - | $24M | 15.6% | -0.173% |
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FAQ
Which stocks have generated the highest profits for Gustave Pollak?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $167.8M, iShares 20+ Year Treasury Bond ETF - $38.06M, Vanguard Growth ETF - $29.83M, iShares Russell 1000 Growth ETF - $22.94M, and SPDR Portfolio High Yield Bond ETF - $18.07M. 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 FTSE Emerging Markets ETF - $5.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gustave Pollak's portfolio generate?
The portfolio generates substantial dividend income, with a total of $278.35M earned over time. The largest contributors to dividend income include iShares Core U.S. Aggregate Bond ETF - $46.34M, iShares 20+ Year Treasury Bond ETF - $30.12M, Vanguard FTSE Emerging Markets ETF - $18.54M, SPDR Portfolio High Yield Bond ETF - $18.03M, and iShares Core S&P 500 ETF - $17.52M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gustave Pollak's monthly returns?
Gustave Pollak's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Gustave Pollak's strategy be considered aggressive or moderate?
Gustave Pollak's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Gustave Pollak's strategy?
Gustave Pollak's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
