Robert Green Portfolio
Invests via LECAP ASSET MANAGEMENT LTD | Managed by Robert Green
Invests via LECAP ASSET MANAGEMENT LTD
Managed by Robert Green
Automatically Tracked
Robert Green Profile
Veteran investment executive focused on private equity and growth-stage technology and services companies, with experience sourcing deals, portfolio management and operational value creation across healthcare and B2B sectors. Robert Green combines strategic oversight with hands-on support for scaling management teams and capital allocation, and is noted for LP relations, diligence rigour and active board participation to drive exits and performance.
Veteran investment executive focused on private equity and growth-stage technology and services companies, with experience sourcing deals, portfolio management and operational value creation across healthcare and B2B sectors. Robert Green combines strategic oversight with hands-on support for scaling management teams and capital allocation, and is noted for LP relations, diligence rigour and active board participation to drive exits and performance.
Investment Philosophy & Strategy
Targets growth-stage private equity and tech-enabled services with a bias toward healthcare and B2B verticals, combining strategic oversight and hands-on operational value creation. Prioritizes rigorous diligence, concentrated, conviction-weighted portfolio construction and staged capital deployment with reserved follow-on capacity to protect winners. Emphasizes active board engagement, management-team scaling and measurable KPI-driven performance plans to accelerate exits. Risk discipline centers on business-model defensibility, unit-economics improvement and clear path to liquidity over a multi-year horizon while maintaining strong LP communication and alignment to optimize total return.
Targets growth-stage private equity and tech-enabled services with a bias toward healthcare and B2B verticals, combining strategic oversight and hands-on operational value creation. Prioritizes rigorous diligence, concentrated, conviction-weighted portfolio construction and staged capital deployment with reserved follow-on capacity to protect winners. Emphasizes active board engagement, management-team scaling and measurable KPI-driven performance plans to accelerate exits. Risk discipline centers on business-model defensibility, unit-economics improvement and clear path to liquidity over a multi-year horizon while maintaining strong LP communication and alignment to optimize total return.
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:
34.3%
Gain -0.58%
Monthly
0.92%
Yearly
11.69%
Drawdown
21.22%
$247.84M
Equity
Holdings
$247.84M
Investment
$227.97M
$99.18M
Profit -$1.48M
Realized
$79.32M
Unrealized
$19.87M
Dividends
$12.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$1.48M
Win %
63%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$1.71M
Win %
63%
This Month
Compared to last month
Gain
-0.6%
Profit
-$1.48M
Win %
63%
This Year
Compared to last year
Gain
5.95%
Profit
$13.92M
Win %
60%
FTNT Fortinet Inc.
+4.99%
+$42,088.2 
CBOE Cboe Global Markets Inc.
+4.62%
+$53,126.33 
SNPS Synopsys, Inc.
+4.41%
+$59,476.67 
FND Floor & Decor Holdings, Inc.
+4.11%
+$34,256.57 
ZM Zoom Video Communications, Inc.
+4.06%
+$61,871.25 
S SentinelOne Inc.
+3.59%
+$30,486.01 
FFIV F5 Inc.
+3.56%
+$75,968.59 
AMKR Amkor Technology Inc.
+3.34%
+$28,506.66 
TT Trane Technologies plc
+3.33%
+$28,899.92 
UHS Universal Health Services, Inc.
+3.15%
+$14,147.08 
MSFT Microsoft Corp.
+3.02%
+$11,549.75 
TEAM Atlassian Corporation Class A
+2.95%
+$46,114.44 
NVDA NVIDIA Corporation
+2.93%
+$6,469.44 
LDOS Leidos Holdings Inc.
+2.84%
+$9,997.46 
TW Tradeweb Markets Inc.
+2.76%
+$53,616.6 
GNRC Generac Holdings Inc.
+2.71%
+$37,653.2 
AVT Avnet Inc.
+2.35%
+$23,355.96 
GTLB GitLab Inc.
+2.34%
+$40,437.73 
CNC Centene Corporation
+2.27%
+$17,937.24 
FAST Fastenal Co.
+2.25%
+$5,077.8 
TPG TPG Inc.
+2.25%
+$12,913.92 
WDC Western Digital Corporation
+2.21%
+$10,832.45 
AMTM Amentum Holdings, Inc.
+2.16%
+$4,873.9 
JBL Jabil Inc.
+2.12%
+$36,404.74 
BEN Franklin Resources Inc.
+2.08%
+$14,340.96 
JCI Johnson Controls International plc
+1.93%
+$24,794.82 
DV DoubleVerify Holdings Inc.
+1.9%
+$7,927.5 
TSCO Tractor Supply Company
+1.85%
+$15,764.56 
CRM Salesforce Inc
+1.83%
+$43,827.63 
ARW Arrow Electronics Inc.
+1.75%
+$29,410.32 
ADT ADT Inc.
+1.73%
+$18,888.48 
AAON Aaon Inc.
+1.68%
+$3,901.37 
ENTG Entegris, Inc.
+1.66%
+$8,144.13 
ZTS Zoetis Inc.
+1.66%
+$18,739.99 
FLEX Flex Ltd.
+1.64%
+$4,147.36 
CPNG Coupang Inc.
+1.62%
+$23,464.74 
HPE Hewlett Packard Enterprise Company
+1.61%
+$19,449.92 
MSM MSC Industrial Direct Co., Inc.
+1.6%
+$7,600.92 
BSX Boston Scientific Corporation
+1.59%
+$32,205.41 
AIT Applied Industrial Technologies Inc.
+1.58%
+$9,460.36 
PH Parker-Hannifin Corporation
+1.43%
+$5,880.74 
PWR Quanta Services Inc.
+1.43%
+$8,057.43 
SNX TD Synnex Corporation
+1.42%
+$6,293.64 
DBX Dropbox Inc.
+1.4%
+$12,743.1 
KLAC KLA Corporation
+1.38%
+$2,509.93 
OWL Blue Owl Capital Inc.
+1.38%
+$29,566.46 
CIEN Ciena Corporation
+1.34%
+$3,436.19 
RRX Regal Rexnord Corporation
+1.3%
+$11,946 
AKAM Akamai Technologies Inc.
+1.26%
+$4,455.88 
CMCSA Comcast Corp
+1.23%
+$26,008.94 
VRSN Verisign Inc.
+1.2%
+$8,262.88 
WFC Wells Fargo & Company
+1.19%
+$10,339.74 
CHD Church & Dwight Co., Inc.
+1.16%
+$7,218.44 
TKR Timken Co.
+1.06%
+$2,044.8 
NOW ServiceNow, Inc.
+1.05%
+$4,199.2 
CNM Core & Main Inc.
+1.01%
+$4,492.84 
DOCU DocuSign Inc.
+0.99%
+$10,311.84 
ACM Aecom
+0.88%
+$16,216.83 
PCTY Paylocity Holding Corporation
+0.87%
+$4,463.86 
BBWI Bath & Body Works, Inc.
+0.85%
+$3,981.57 
THC Tenet Healthcare Corporation
+0.81%
+$5,502.2 
DOX Amdocs Limited
+0.8%
+$2,737.24 
FHN First Horizon Corporation
+0.75%
+$2,479.88 
STT State Street Corp
+0.73%
+$13,993.52 
AME Ametek Inc.
+0.71%
+$8,632.68 
CARR Carrier Global Corporation
+0.68%
+$7,321.86 
BLDR Builders FirstSource, Inc.
+0.65%
+$1,191.95 
AMH American Homes 4 Rent
+0.63%
+$3,458.49 
SYY Sysco Corporation
+0.63%
+$13,761.98 
IVZ Invesco Ltd.
+0.61%
+$7,885.98 
APH Amphenol Corporation
+0.55%
+$10,316.12 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$2,903.14 
GM General Motors Company
+0.52%
+$5,702.62 
Q Qnity Electronics Inc.
+0.51%
+$5,131.42 
DT Dynatrace, Inc.
+0.5%
+$4,805.28 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$7,051.8 
ALK Alaska Air Group Inc.
+0.45%
+$1,894.2 
NCNO nCino, Inc.
+0.43%
+$4,019.68 
CSX CSX Corporation
+0.42%
+$5,194.35 
OTIS Otis Worldwide Corporation
+0.36%
+$5,096.78 
BAC Bank of America Corporation
+0.36%
+$1,321.1 
JPM JPMorgan Chase & Co.
+0.27%
+$1,787.88 
MTCH Match Group, Inc.
+0.25%
+$2,656.2 
WCC Wesco International Inc.
+0.24%
+$703.54 
CME CME Group Inc.
+0.21%
+$2,659.1 
CMI Cummins Inc.
+0.19%
+$636.86 
INTU Intuit Inc.
+0.18%
+$4,475.69 
INVH Invitation Homes Inc.
+0.17%
+$3,269.8 
EHC Encompass Health Corporation
+0.16%
+$403.02 
HST Host Hotels & Resorts Inc.
+0.16%
+$1,445.6 
KNSL Kinsale Capital Group Inc.
+0.15%
+$1,042.82 
VICI Vici Properties Inc.
+0.15%
+$1,273.12 
DELL Dell Technologies Inc.
+0.14%
+$962.08 
C Citigroup Inc.
+0.1%
+$1,100.24 
ABT Abbott Laboratories
+0.09%
+$840.69 
EWBC East West Bancorp Inc.
+0.07%
+$327.15 
COLB Columbia Banking System, Inc.
+0.06%
+$414.28 
VVV Valvoline Inc.
+0.05%
+$182.14 
TAP Molson Coors Beverage Company
+0.02%
+$169.83 
AFG American Financial Group Inc.
+0.01%
+$132.8 G364
G3643J108
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
RBLX Roblox Corporation
-26.85%
-$91,555.35 
RDDT Reddit Inc Class A
-20.99%
-$147,985.17 
GDDY Godaddy Inc.
-16.7%
-$482,818.77 
FRMI Fermi Inc.
-15.45%
-$101,981.36 
W Wayfair Inc.
-5.44%
-$70,779.52 
U Unity Software Inc.
-4.89%
-$78,582.3 
VFC V.F. Corporation
-4.28%
-$26,091.52 
VKTX Viking Therapeutics Inc.
-4.14%
-$11,165.5 
WING Wingstop Inc.
-3.61%
-$10,073.43 
ST Sensata Technologies Holding plc
-3.54%
-$49,867.8 
BLSH Bullish Inc.
-3.54%
-$14,241.6 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$21,031.4 
LOPE Grand Canyon Education Inc.
-3.19%
-$22,259.13 
INSM Insmed Inc.
-2.85%
-$12,574.39 
DECK Deckers Outdoor Corporation
-2.82%
-$59,734.98 
TOL Toll Brothers Inc
-2.76%
-$8,863.74 
IBKR Interactive Brokers Group Inc.
-2.75%
-$42,290.16 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$25,384.36 
UAA Under Armour Inc.
-2.63%
-$6,081.48 
QCOM QUALCOMM Incorporated
-2.63%
-$31,249.76 
COLD Americold Realty Trust
-2.56%
-$20,571.26 
ON ON Semiconductor Corporation
-2.54%
-$25,762.35 
EQH Equitable Holdings, Inc.
-2.52%
-$61,043.67 
KMPR Kemper Corporation
-2.51%
-$14,994.2 
ALGN Align Technology, Inc.
-2.45%
-$18,921 
RAL Ralliant Corporation
-2.43%
-$7,114.95 
ICE Intercontinental Exchange, Inc.
-2.42%
-$14,883.33 
HR Healthcare Realty Trust Incorporated
-2.42%
-$32,266.52 
SJM The J.M. Smucker Company
-2.41%
-$31,063.5 
EFX Equifax Inc.
-1.99%
-$17,539.47 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$7,419.36 
PRGO Perrigo Company plc
-1.94%
-$2,603.2 
NWSA News Corporation
-1.89%
-$12,693.5 
RBC RBC Bearings Incorporated
-1.89%
-$3,590.02 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$9,983.93 
CAVA Cava Group Inc.
-1.82%
-$5,662.8 
KRC Kilroy Realty Corporation
-1.82%
-$7,146 
UAL United Airlines Holdings, Inc.
-1.8%
-$8,683.62 
SYF Synchrony Financial
-1.79%
-$17,132.7 
BBY Best Buy Co., Inc.
-1.78%
-$7,458.36 
ETSY Etsy Inc.
-1.77%
-$21,439.95 
PHM PulteGroup Inc.
-1.76%
-$20,700.22 
AGO Assured Guaranty Ltd.
-1.7%
-$4,617.47 
DHI D.R. Horton, Inc.
-1.7%
-$35,111.08 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$4,607.5 
SQ Block, Inc.
-1.64%
-$38,518.2 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$18,290.24 
LRCX Lam Research Corporation
-1.58%
-$4,624.81 
DOCS Doximity Inc.
-1.55%
-$16,685.46 
UTHR United Therapeutics Corporation
-1.54%
-$8,912.88 
CPRT Copart Inc.
-1.52%
-$19,588.05 
WHR Whirlpool Corporation
-1.5%
-$20,693.85 
GPS Gap Inc-The
-1.42%
-$26,957.82 
IEX IDEX Corporation
-1.42%
-$18,990.4 
HRL Hormel Foods Corporation
-1.42%
-$12,522.6 
LUV Southwest Airlines Co.
-1.38%
-$6,582.87 
MUSA Murphy USA Inc.
-1.35%
-$5,104.06 
CLH Clean Harbors Inc.
-1.35%
-$14,996.2 
MTG MGIC Investment Corporation
-1.35%
-$5,584.19 
EXLS ExlService Holdings Inc.
-1.25%
-$16,722.7 
IT Gartner Inc.
-1.24%
-$6,775.39 
MDLZ Mondelez International, Inc.
-1.22%
-$12,354.68 
F Ford Motor Company
-1.21%
-$8,764.2 
TJX The TJX Companies, Inc.
-1.21%
-$8,378.84 
CUZ Cousins Properties Incorporated
-1.19%
-$4,582.42 
IQV IQVIA Holdings Inc.
-1.17%
-$31,713.57 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$26,572.7 
WRB W.R. Berkley Corporation
-1.15%
-$10,368.96 
OMC Omnicom Group Inc.
-1.14%
-$14,548.17 
VTRS Viatris Inc.
-1.13%
-$5,467.8 
IR Ingersoll Rand Inc.
-1.11%
-$27,232.74 
PNR Pentair plc
-1.1%
-$16,214.76 
TXN Texas Instruments Inc
-1.08%
-$7,504.75 
PLD Prologis Inc.
-1.08%
-$6,861.94 
MCK McKesson Corporation
-1.08%
-$6,719.73 
DLTR Dollar Tree, Inc.
-1.06%
-$9,524.15 
DOC Healthpeak Properties, Inc.
-1.04%
-$9,985.18 
BWA BorgWarner Inc.
-1.04%
-$12,033.87 
AAL American Airlines Group Inc.
-1.04%
-$4,194.72 
NDAQ Nasdaq, Inc.
-1.02%
-$3,800.46 
DKNG DraftKings Inc.
-1.01%
-$3,802.32 
BURL Burlington Stores Inc.
-1%
-$6,377.47 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$9,600.45 
TEM Tempus AI, Inc.
-0.95%
-$4,340.7 
HALO Halozyme Therapeutics Inc.
-0.91%
-$2,842.4 
KEX Kirby Corporation
-0.91%
-$6,966 
FNF Fidelity National Financial, Inc.
-0.9%
-$10,719.31 
JEF Jefferies Financial Group Inc.
-0.89%
-$8,342.25 
PGR Progressive Corporation
-0.87%
-$7,406.52 
TRMB Trimble Inc.
-0.84%
-$4,802.89 
VOYA Voya Financial Inc.
-0.84%
-$14,213.64 
GILD Gilead Sciences Inc.
-0.81%
-$5,078.17 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$17,420.39 
ALSN Allison Transmission Holdings Inc.
-0.78%
-$3,468.6 
GGG Graco Inc.
-0.76%
-$4,248.04 
UNM Unum Group
-0.76%
-$10,278.84 
MA Mastercard Incorporated
-0.74%
-$13,651.01 
FAF First American Financial Corporation
-0.71%
-$2,492.1 
R Ryder System Inc.
-0.68%
-$5,733 
MLI Mueller Industries Inc.
-0.67%
-$8,134.2 
LKQ LKQ Corporation
-0.66%
-$5,568.9 
AMT American Tower Corporation
-0.63%
-$12,052.81 
GTM ZoomInfo Technologies Inc.
-0.6%
-$2,012.2 
DAR Darling Ingredients Inc.
-0.59%
-$5,868.72 
AVTR Avantor Inc.
-0.58%
-$9,599.52 
SBUX Starbucks Corporation
-0.57%
-$1,461.6 
COF Capital One Financial Corporation
-0.54%
-$6,635.39 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$3,682.62 
SBAC SBA Communications Corporation
-0.51%
-$6,765.61 
ARMK Aramark
-0.49%
-$2,189.32 
CHE Chemed Corporation
-0.47%
-$3,395.95 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$2,175.66 
COO The Cooper Companies, Inc.
-0.45%
-$2,742.63 
G Genpact Ltd.
-0.45%
-$2,962.24 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$7,946.09 
NTNX Nutanix, Inc.
-0.42%
-$11,343.33 
HD The Home Depot, Inc.
-0.42%
-$941.04 
RH RH
-0.41%
-$2,051.4 
AIG American International Group Inc.
-0.39%
-$9,523.51 
ORI Old Republic International Corp.
-0.39%
-$3,288.82 
KNX Knight-Swift Transportation Holdings Inc.
-0.39%
-$1,121.58 
FDX FedEx Corporation
-0.37%
-$2,065.4 
MDT Medtronic plc
-0.37%
-$4,624.96 
RSG Republic Services, Inc.
-0.37%
-$3,504.54 
UDR UDR Inc.
-0.37%
-$3,485.3 
TMUS T-Mobile US, Inc.
-0.36%
-$2,547.68 
OSK Oshkosh Corporation
-0.36%
-$3,048.78 
DG Dollar General Corporation
-0.35%
-$3,015.88 
CL Colgate-Palmolive Company
-0.33%
-$4,557 
TFC Truist Financial Corporation
-0.33%
-$3,747.1 
PFGC Performance Food Group Co.
-0.31%
-$3,791.52 
PRMB Primo Brands Corp. Common Stock
-0.31%
-$630 
COR Cencora, Inc.
-0.28%
-$3,011.79 
A Agilent Technologies Inc.
-0.24%
-$2,185.24 
FR First Industrial Realty Trust Inc.
-0.21%
-$2,152.64 
LSCC Lattice Semiconductor Corporation
-0.21%
-$2,719.86 
KR Kroger Co.
-0.21%
-$5,080.08 
MKL Markel Group Inc.
-0.2%
-$1,986.43 
PODD Insulet Corporation
-0.2%
-$1,536.06 
BKNG Booking Holdings Inc.
-0.18%
-$883.71 
SSNC SS&C Technologies Holdings Inc.
-0.15%
-$3,567.03 
ELV Elevance Health, Inc.
-0.15%
-$567.83 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$3,084.46 
PLNT Planet Fitness Inc.
-0.12%
-$496.09 
QGEN QIAGEN N.V.
-0.12%
-$1,109.9 
EXR Extra Space Storage Inc.
-0.12%
-$995.62 
STZ Constellation Brands, Inc.
-0.12%
-$640.65 
CFG Citizens Financial Group, Inc.
-0.11%
-$1,174 
REG Regency Centers Corporation
-0.09%
-$1,456.63 
HLNE Hamilton Lane Inc.
-0.04%
-$180.92 
UBER Uber Technologies, Inc.
-0.01%
-$147 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3061 | Longs Won 1540/3061 50% | Profit Factor 1.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,691.86 |
| Average Win $140,960.11 | Best Trade (Dec 30) $2.64M | Sharpe Ratio -9.09 |
| Average Loss -$77,511.17 | Worst Trade (Dec 30) -$1.24M | Z-Score -1.95 (97.66%) |
| Commissions $0 | Avg. Trade Length 5m 1w 2d | Expectancy $32,402.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,195 | 2,875 | 2,556 | 2,236 | 1,917 | 1,597 | 1,278 | 958 | 639 | 319 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,427 | $864,271.98 | $889,303.99 | - | $25,032.01 | 2.9% | -0.245% |
| AAL American Airlines Group Inc. | 26,217 | $473,741 | $400,333.59 | - | -$73,407.41 | -15.5% | -1.037% |
| AAON Aaon Inc. | 2,654 | $336,686 | $236,365.23 | - | -$100,320.77 | -29.8% | +1.678% |
| ABT Abbott Laboratories | 9,341 | $956,678.51 | $987,343.7 | - | $30,665.19 | 3.21% | +0.085% |
| ACM Aecom | 25,741 | $2.04M | $1.86M | - | -$178,240.01 | -8.73% | +0.878% |
| ADT ADT Inc. | 145,296 | $944,424 | $1.11M | - | $165,637.44 | 17.54% | +1.731% |
| AFG American Financial Group Inc. | 6,640 | $847,994.35 | $941,020.8 | - | $93,026.45 | 10.97% | +0.014% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 58,765 | $1.47M | $1.5M | - | $26,077.4 | 1.77% | +0.472% |
| AGO Assured Guaranty Ltd. | 3,229 | $263,099.19 | $267,102.88 | - | $4,003.69 | 1.52% | -1.699% |
| AIG American International Group Inc. | 30,721 | $2.31M | $2.41M | - | $102,300.93 | 4.43% | -0.393% |
| AIT Applied Industrial Technologies Inc. | 1,765 | $457,538.97 | $609,295.63 | - | $151,756.66 | 33.17% | +1.577% |
| AKAM Akamai Technologies Inc. | 3,116 | $368,342 | $358,900.88 | - | -$9,441.12 | -2.56% | +1.257% |
| ALGN Align Technology, Inc. | 4,452 | $695,179.65 | $753,100.32 | - | $57,920.67 | 8.33% | -2.451% |
| ALK Alaska Air Group Inc. | 9,020 | $470,844 | $427,999 | - | -$42,845 | -9.1% | +0.445% |
| ALSN Allison Transmission Holdings Inc. | 3,854 | $331,606.23 | $441,437.16 | - | $109,830.93 | 33.12% | -0.78% |
| AME Ametek Inc. | 5,078 | $1.09M | $1.23M | - | $138,883.49 | 12.76% | +0.708% |
| AMH American Homes 4 Rent | 16,469 | $459,814.61 | $550,393.98 | - | $90,579.37 | 19.7% | +0.632% |
| AMKR Amkor Technology Inc. | 17,706 | $1.53M | $882,998.22 | - | -$643,789.78 | -42.17% | +3.336% |
| AMT American Tower Corporation | 10,957 | $1.79M | $1.9M | - | $107,269.52 | 5.99% | -0.631% |
| AMTM Amentum Holdings, Inc. | 10,370 | $214,348 | $230,214 | - | $15,866 | 7.4% | +2.163% |
No 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
FAQ
Which stocks have generated the highest profits for Robert Green?
The largest contributions to the portfolio's profits come from the following stocks: SanDisk Corporation - $4.43M, Broadcom Inc - $3.6M, Micron Technology, Inc - $3.09M, NVIDIA Corporation - $2.64M, and ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $2.52M. 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: Teladoc Health Inc - $1.13M, Humana Inc - $1.06M, ServiceNow, Inc - $1.01M, Five Below, Inc - $977,468.52, and Dollar General Corporation - $957,491.37. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Green's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.96M earned over time. The largest contributors to dividend income include Vici Properties Inc - $263,469.54, Crown Castle Inc - $226,064.3, Host Hotels & Resorts Inc - $201,279.65, United Parcel Service, Inc - $161,185.9, and Bristol-Myers Squibb Company - $150,664.91. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Green's monthly returns?
Robert Green'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 Green's strategy be considered aggressive or moderate?
Robert Green'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 Green's strategy?
Robert Green'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.
