Michael Fogel Portfolio
Invests via Fogel Capital Management, Inc. | Managed by Michael Fogel
Invests via Fogel Capital Management, Inc.
Managed by Michael Fogel
Automatically Tracked
Michael Fogel Profile
Seasoned investor and operator with experience across technology and healthcare, Michael Fogel brings cross‑border deal experience, portfolio company governance and growth-stage capital deployment expertise to institutional investors. He has led angel and venture investments, sat on operating boards, and advised strategic M&A and capital-raising processes. His profile suits LPs seeking hands-on co-investment partners and growth equity exposure.
Seasoned investor and operator with experience across technology and healthcare, Michael Fogel brings cross‑border deal experience, portfolio company governance and growth-stage capital deployment expertise to institutional investors. He has led angel and venture investments, sat on operating boards, and advised strategic M&A and capital-raising processes. His profile suits LPs seeking hands-on co-investment partners and growth equity exposure.
Investment Philosophy & Strategy
Brings a growth-oriented, hands-on investment approach focused on technology and healthcare companies at the growth stage, with a bias toward cross-border opportunities and scalable business models. Prefers concentrated, active stakes where governance influence and operational involvement accelerate revenue scaling, product expansion, and exit readiness. Capital allocation favors follow-on-ready portfolio companies with clear paths to strategic M&A or institutional rounds; underwriting blends fundamental unit-economics analysis with founder quality and go-to-market defensibility. Time horizon is multi-year growth equity to late‑stage venture, with disciplined risk management via board-level oversight, staged capital deployment, and selective co-investment with institutional LPs and strategic partners.
Brings a growth-oriented, hands-on investment approach focused on technology and healthcare companies at the growth stage, with a bias toward cross-border opportunities and scalable business models. Prefers concentrated, active stakes where governance influence and operational involvement accelerate revenue scaling, product expansion, and exit readiness. Capital allocation favors follow-on-ready portfolio companies with clear paths to strategic M&A or institutional rounds; underwriting blends fundamental unit-economics analysis with founder quality and go-to-market defensibility. Time horizon is multi-year growth equity to late‑stage venture, with disciplined risk management via board-level oversight, staged capital deployment, and selective co-investment with institutional LPs and strategic partners.
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:
-0.21%
Gain -0.1%
Monthly
-0.04%
Yearly
-0.21%
Drawdown
8.87%
$0
Equity
Holdings
$0
Investment
$0
-$5.01M
Profit -$868,312.51
Realized
-$5.01M
Unrealized
$0
Dividends
$1.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$868,312.51
Win %
64%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$153,427.11
Win %
64%
This Month
Compared to last month
Gain
1.11%
Profit
$1.91M
Win %
65%
This Year
Compared to last year
Gain
5%
Profit
$8.31M
Win %
67%
MSFT Microsoft Corp.
+$2.45M
GOOGL Alphabet Inc
+$1.38M
CB Chubb Limited
+$1.14M
ET Energy Transfer L.P.
+$1.08M
EPD Enterprise Products Partners L.P.
+$964,128.85
BAC Bank of America Corporation
+$891,346.55
AAPL Apple Inc.
+$785,515.38
FCX Freeport-McMoRan Inc.
+$599,392.9
COP ConocoPhillips
+$564,183.71
AVAV AeroVironment Inc.
+$350,603.2
CF CF Industries Holdings, Inc.
+$343,728.4
NVDA NVIDIA Corporation
+$261,141.09
EOG EOG Resources, Inc.
+$186,595.99
JNJ Johnson & Johnson
+$165,811
KTOS Kratos Defense & Security Solutions, Inc.
+$162,920.3
EEM iShares MSCI Emerging Markets ETF
+$154,973.58
SPY SPDR S&P 500 ETF Trust
+$151,063.35
VO Vanguard Mid-Cap ETF
+$147,799.77
LMT Lockheed Martin Corporation
+$138,466.85
DE Deere & Company
+$91,780.49
MRK Merck & Co., Inc.
+$66,768.6
META Meta Platforms Inc Class A
+$64,870.92
DVY iShares Select Dividend ETF
+$24,215.03
EFA iShares MSCI EAFE ETF
+$15,295.98
ORGN
ORGN
+$11,862
IVV iShares Core S&P 500 ETF
+$9,452.8
RSP Invesco S&P 500 Equal Weight ETF
+$7,113.42
DIA SPDR Dow Jones Industrial Average ETF Trust
+$4,799.24
DOCU DocuSign Inc.
+$2,495
ACWX ISHARES MSCI ACWI EX U.S. ETF
+$2,125.1
IJH iShares Core S&P Mid-Cap ETF
+$525.88
CASH Pathward Financial, Inc.
-$21.22M
BRK-B Berkshire Hathaway Inc.
-$423,975.44
TSLA Tesla, Inc.
-$273,387.09
VRSN Verisign Inc.
-$199,538.4
MCO Moody's Corporation
-$174,837.4
MELI MercadoLibre, Inc.
-$95,685.48
UNH UnitedHealth Group Incorporated
-$23,873.18
ESLT Elbit Systems Ltd.
-$13,349.13
TDY Teledyne Technologies Incorporated
-$7,129.08
CVX Chevron Corporation
-$6,246.05
XLE Energy Select Sector SPDR Fund
-$1,640.38
GOEV Canoo Inc.
-$1,583
ORGNW Origin Materials Warrant
-$1,006.5
Events
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Dividends
Dividend Analysis
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| Trades 67 | Longs Won 34/67 50% | Profit Factor 0.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.7M |
| Average Win $319,873.6 | Best Trade (Jun 29) $2.24M | Sharpe Ratio -12.07 |
| Average Loss -$694,864.61 | Worst Trade (Mar 30) -$21.67M | Z-Score -0.98 (67.47%) |
| Commissions $0 | Avg. Trade Length 4m 1w | Expectancy -$74,709.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
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FAQ
Which stocks have generated the highest profits for Michael Fogel?
The largest contributions to the portfolio's profits come from the following stocks: Microsoft Corp - $2.45M, Alphabet Inc - $1.38M, Chubb Limited - $1.14M, Energy Transfer L.P - $1.08M, and Enterprise Products Partners L.P - $964,128.85. 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: Pathward Financial, Inc - $21.22M, Berkshire Hathaway Inc - $423,975.44, Tesla, Inc - $273,387.09, Verisign Inc - $199,538.4, and Moody's Corporation - $174,837.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Fogel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.83M earned over time. The largest contributors to dividend income include Pathward Financial, Inc - $442,144.4, Enterprise Products Partners L.P - $345,044.85, Energy Transfer L.P - $261,466.66, Microsoft Corp - $112,026, and Johnson & Johnson - $95,188.74. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Fogel's monthly returns?
Michael Fogel's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Michael Fogel's strategy be considered aggressive or moderate?
It is difficult to clearly classify Michael Fogel's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Michael Fogel's strategy?
It is difficult to determine whether Michael Fogel's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
