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:
33.15%
Gain -0.67%
Monthly
0.86%
Yearly
10.8%
Drawdown
21.22%
$245.73M
Equity
Holdings
$245.73M
Investment
$227.97M
$97.08M
Profit -$1.7M
Realized
$79.32M
Unrealized
$17.76M
Dividends
$13.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.67%
Profit
-$1.7M
Win %
58%
This Week
Compared To Last Week
Gain
0.15%
Profit
$373,230.1
Win %
58%
This Month
Compared to last month
Gain
3.5%
Profit
$8.3M
Win %
58%
This Year
Compared to last year
Gain
5.05%
Profit
$11.82M
Win %
58%
CAVA Cava Group Inc.
+4.71%
+$12,214.8 
PLNT Planet Fitness Inc.
+3.91%
+$13,677.91 
WING Wingstop Inc.
+3.28%
+$8,929.65 
FAF First American Financial Corporation
+3.03%
+$8,860.8 
PRMB Primo Brands Corp. Common Stock
+2.95%
+$5,040 
BLDR Builders FirstSource, Inc.
+2.59%
+$3,853.08 
F Ford Motor Company
+2.52%
+$15,089.03 
HST Host Hotels & Resorts Inc.
+2.5%
+$21,503.3 
KMPR Kemper Corporation
+2.25%
+$13,145.6 
CMCSA Comcast Corp
+2.16%
+$42,152.42 
PODD Insulet Corporation
+2.05%
+$13,220.2 
AMTM Amentum Holdings, Inc.
+2.04%
+$4,044.3 
WH Wyndham Hotels & Resorts, Inc.
+1.94%
+$5,399.99 
TJX The TJX Companies, Inc.
+1.76%
+$11,084.56 
C Citigroup Inc.
+1.75%
+$18,197.6 
MDLZ Mondelez International, Inc.
+1.6%
+$16,205.47 
JPM JPMorgan Chase & Co.
+1.6%
+$10,194.72 
AMT American Tower Corporation
+1.58%
+$31,446.59 
AIG American International Group Inc.
+1.52%
+$37,018.81 
COF Capital One Financial Corporation
+1.48%
+$17,263.68 
GM General Motors Company
+1.46%
+$15,124.34 
BBWI Bath & Body Works, Inc.
+1.44%
+$6,909.19 
HRL Hormel Foods Corporation
+1.44%
+$10,087.65 
WFC Wells Fargo & Company
+1.4%
+$11,758.92 
HLT Hilton Worldwide Holdings Inc.
+1.39%
+$6,797.15 
HD The Home Depot, Inc.
+1.37%
+$2,850.18 
AFG American Financial Group Inc.
+1.36%
+$13,147.2 
ARMK Aramark
+1.35%
+$5,825.15 
MKL Markel Group Inc.
+1.31%
+$12,386.38 
CMI Cummins Inc.
+1.3%
+$3,612.25 
EXR Extra Space Storage Inc.
+1.25%
+$10,072.32 
SYF Synchrony Financial
+1.23%
+$11,297.64 
PGR Progressive Corporation
+1.22%
+$10,393.02 
OTIS Otis Worldwide Corporation
+1.21%
+$16,760.56 
WHR Whirlpool Corporation
+1.21%
+$12,343.66 
TAP Molson Coors Beverage Company
+1.2%
+$7,982.03 
DAR Darling Ingredients Inc.
+1.19%
+$11,818.95 
SBAC SBA Communications Corporation
+1.14%
+$15,443.4 
AGO Assured Guaranty Ltd.
+1.07%
+$2,421.75 
ORI Old Republic International Corp.
+1.06%
+$7,931.86 
FNF Fidelity National Financial, Inc.
+1.06%
+$9,578.94 
CNM Core & Main Inc.
+1.05%
+$4,492.84 
VTRS Viatris Inc.
+1.01%
+$5,057.72 
TFC Truist Financial Corporation
+1.01%
+$10,359.74 
ZTS Zoetis Inc.
+1.01%
+$11,749.67 
RRX Regal Rexnord Corporation
+1.01%
+$7,104.25 
TT Trane Technologies plc
+1.01%
+$9,062.02 
CL Colgate-Palmolive Company
+0.98%
+$13,822.9 
COO The Cooper Companies, Inc.
+0.97%
+$4,612.6 
CARR Carrier Global Corporation
+0.95%
+$9,065.16 
STZ Constellation Brands, Inc.
+0.93%
+$5,146.56 
EXLS ExlService Holdings Inc.
+0.92%
+$14,000.48 
TMUS T-Mobile US, Inc.
+0.92%
+$5,823.36 
DLTR Dollar Tree, Inc.
+0.92%
+$7,983.42 
TXN Texas Instruments Inc
+0.89%
+$6,187.65 
KRC Kilroy Realty Corporation
+0.84%
+$2,878.25 
VFC V.F. Corporation
+0.82%
+$5,707.52 
FND Floor & Decor Holdings, Inc.
+0.82%
+$5,659.12 
BAC Bank of America Corporation
+0.74%
+$2,311.93 
HIG The Hartford Insurance Group, Inc.
+0.74%
+$15,128.19 
KR Kroger Co.
+0.69%
+$18,415.29 
REG Regency Centers Corporation
+0.67%
+$10,196.39 
VICI Vici Properties Inc.
+0.66%
+$4,933.34 
FHN First Horizon Corporation
+0.66%
+$1,957.8 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.62%
+$2,989.84 
TKR Timken Co.
+0.61%
+$979.8 
PH Parker-Hannifin Corporation
+0.59%
+$2,418.2 
ADT ADT Inc.
+0.58%
+$5,811.84 
TSCO Tractor Supply Company
+0.57%
+$5,348.69 
INVH Invitation Homes Inc.
+0.54%
+$9,482.42 
SJM The J.M. Smucker Company
+0.53%
+$7,002.45 
ACM Aecom
+0.5%
+$7,593.6 
CBOE Cboe Global Markets Inc.
+0.5%
+$5,928.77 
MTG MGIC Investment Corporation
+0.49%
+$1,838.7 
EQH Equitable Holdings, Inc.
+0.49%
+$12,903.54 
DG Dollar General Corporation
+0.45%
+$4,021.2 
BWA BorgWarner Inc.
+0.44%
+$4,669.86 
EWBC East West Bancorp Inc.
+0.44%
+$1,999.25 
FAST Fastenal Co.
+0.43%
+$1,039.74 
UAA Under Armour Inc.
+0.41%
+$675.72 
MCK McKesson Corporation
+0.4%
+$2,840.73 
RBC RBC Bearings Incorporated
+0.39%
+$661.05 
GAP Gap Inc.
+0.38%
+$8,366.22 
CHD Church & Dwight Co., Inc.
+0.37%
+$2,459.37 
MRSH Marsh & McLennan Companies, Inc.
+0.36%
+$3,587 
KNSL Kinsale Capital Group Inc.
+0.33%
+$2,208.84 
ON ON Semiconductor Corporation
+0.32%
+$2,842.32 
UNM Unum Group
+0.31%
+$4,516.46 
LKQ LKQ Corporation
+0.31%
+$2,598.82 
AVTR Avantor Inc.
+0.25%
+$4,799.76 
GGG Graco Inc.
+0.24%
+$1,392.8 
CPRT Copart Inc.
+0.23%
+$2,829.39 
WRB W.R. Berkley Corporation
+0.23%
+$2,098.48 
SBUX Starbucks Corporation
+0.23%
+$535.92 
DHI D.R. Horton, Inc.
+0.22%
+$4,335.57 
TPG TPG Inc.
+0.22%
+$1,277.94 
EHC Encompass Health Corporation
+0.2%
+$570.95 
PHM PulteGroup Inc.
+0.2%
+$2,006.18 
HR Healthcare Realty Trust Incorporated
+0.17%
+$1,861.53 
TOL Toll Brothers Inc
+0.16%
+$449.61 
IEX IDEX Corporation
+0.15%
+$2,002 
LDOS Leidos Holdings Inc.
+0.14%
+$548.45 
TW Tradeweb Markets Inc.
+0.13%
+$2,893.31 
AME Ametek Inc.
+0.13%
+$1,624.96 
NVDA NVIDIA Corporation
+0.12%
+$305.91 
DOC Healthpeak Properties, Inc.
+0.1%
+$868.28 
MA Mastercard Incorporated
+0.1%
+$1,959.32 
ICE Intercontinental Exchange, Inc.
+0.08%
+$510.51 
CME CME Group Inc.
+0.08%
+$1,073 
ELV Elevance Health, Inc.
+0.08%
+$334.63 
PNR Pentair plc
+0.06%
+$666.36 
ALSN Allison Transmission Holdings Inc.
+0.05%
+$231.24 
MUSA Murphy USA Inc.
+0.05%
+$168.3 
QGEN QIAGEN N.V.
+0.01%
+$110.99 
IR Ingersoll Rand Inc.
0%
$0 G364
G3643J108
0%
$0 H591
H5919C104
0%
$0 G200
G2004J103
0%
$0 
S SentinelOne Inc.
-8.86%
-$95,615.37 
TEM Tempus AI, Inc.
-7.01%
-$51,571.65 
FTNT Fortinet Inc.
-6.92%
-$68,816.94 
GTM ZoomInfo Technologies Inc.
-6%
-$24,649.45 
FLEX Flex Ltd.
-5.72%
-$12,690.02 
GTLB GitLab Inc.
-5.42%
-$155,096.61 
BLSH Bullish Inc.
-5.4%
-$30,619.44 
NOW ServiceNow, Inc.
-4.95%
-$26,607.04 
HPE Hewlett Packard Enterprise Company
-4.95%
-$74,216.8 
FRMI Fermi Inc.
-4.86%
-$16,179.74 
CIEN Ciena Corporation
-4.81%
-$11,840.39 
TEAM Atlassian Corporation Class A
-4.81%
-$166,219.11 
VKTX Viking Therapeutics Inc.
-4.79%
-$10,676.5 
DT Dynatrace, Inc.
-4.63%
-$64,433.9 
WDC Western Digital Corporation
-4.4%
-$14,403.43 
NTNX Nutanix, Inc.
-4.36%
-$138,383.11 
ZM Zoom Video Communications, Inc.
-3.97%
-$64,511.09 
DOCU DocuSign Inc.
-3.88%
-$57,383.48 
U Unity Software Inc.
-3.81%
-$79,546.5 
AKAM Akamai Technologies Inc.
-3.39%
-$9,753.08 
SNPS Synopsys, Inc.
-3.31%
-$56,019.46 
JKHY Jack Henry & Associates, Inc.
-3.09%
-$74,560.54 
LRCX Lam Research Corporation
-3.09%
-$8,432.87 
NCNO nCino, Inc.
-3.08%
-$32,659.9 
DBX Dropbox Inc.
-2.9%
-$30,017.08 
FFIV F5 Inc.
-2.78%
-$69,756.88 
KLAC KLA Corporation
-2.75%
-$4,843.45 
AAON Aaon Inc.
-2.73%
-$5,599.94 
CRM Salesforce Inc
-2.71%
-$88,383.68 
ENTG Entegris, Inc.
-2.69%
-$16,582.1 
JBL Jabil Inc.
-2.67%
-$42,704.56 
DELL Dell Technologies Inc.
-2.61%
-$21,200.12 
THC Tenet Healthcare Corporation
-2.57%
-$18,975.88 
IBKR Interactive Brokers Group Inc.
-2.38%
-$34,817.18 
AMKR Amkor Technology Inc.
-2.23%
-$17,351.86 
SNX TD Synnex Corporation
-2.2%
-$9,862.38 
INSM Insmed Inc.
-2.17%
-$9,376.41 
BURL Burlington Stores Inc.
-2.16%
-$9,935.84 
ETSY Etsy Inc.
-2.14%
-$27,784.42 
HLNE Hamilton Lane Inc.
-1.93%
-$7,297.41 
MSFT Microsoft Corp.
-1.89%
-$8,641.12 
RBLX Roblox Corporation
-1.89%
-$6,759.82 
G Genpact Ltd.
-1.86%
-$12,959.8 
INTU Intuit Inc.
-1.85%
-$47,897.28 
AVT Avnet Inc.
-1.75%
-$18,661.87 
Q Qnity Electronics Inc.
-1.73%
-$16,094.25 
UAL United Airlines Holdings, Inc.
-1.67%
-$6,580.86 
ARW Arrow Electronics Inc.
-1.63%
-$28,382.54 
VRSN Verisign Inc.
-1.59%
-$11,649.69 
ARE Alexandria Real Estate Equities, Inc.
-1.58%
-$4,779.78 
TMO Thermo Fisher Scientific Inc.
-1.57%
-$35,193.95 
TRMB Trimble Inc.
-1.56%
-$9,505.7 
IVZ Invesco Ltd.
-1.54%
-$19,495.9 
IQV IQVIA Holdings Inc.
-1.5%
-$46,597.53 
PCTY Paylocity Holding Corporation
-1.47%
-$9,172.65 
RAL Ralliant Corporation
-1.43%
-$4,277.7 
CPNG Coupang Inc.
-1.28%
-$17,147.31 
A Agilent Technologies Inc.
-1.28%
-$14,460.75 
IT Gartner Inc.
-1.28%
-$9,432.07 
CNC Centene Corporation
-1.25%
-$11,503.23 
APH Amphenol Corporation
-1.25%
-$47,829.84 
PWR Quanta Services Inc.
-1.25%
-$6,897.79 
GDDY Godaddy Inc.
-1.23%
-$38,415.96 
KEX Kirby Corporation
-1.22%
-$9,694.29 
DKNG DraftKings Inc.
-1.22%
-$3,723.11 
EXPD Expeditors International of Washington, Inc.
-1.13%
-$7,422.75 
MTCH Match Group, Inc.
-1.11%
-$13,015.38 
W Wayfair Inc.
-1.1%
-$17,839.92 
QCOM QUALCOMM Incorporated
-1.08%
-$15,037.36 
MSM MSC Industrial Direct Co., Inc.
-1.04%
-$5,328.48 
DOX Amdocs Limited
-1.03%
-$3,888.12 
STT State Street Corp
-1%
-$17,544.34 
XYZ Block, Inc.
-0.93%
-$21,113.68 
RH RH
-0.92%
-$3,225.7 
AIT Applied Industrial Technologies Inc.
-0.89%
-$5,242.03 
GNRC Generac Holdings Inc.
-0.84%
-$12,019.99 
VOYA Voya Financial Inc.
-0.83%
-$13,367.59 
CLH Clean Harbors Inc.
-0.83%
-$9,289.24 
GILD Gilead Sciences Inc.
-0.83%
-$6,169.8 
ST Sensata Technologies Holding plc
-0.82%
-$9,973.56 
CMG Chipotle Mexican Grill, Inc.
-0.82%
-$4,046.12 
UBER Uber Technologies, Inc.
-0.8%
-$8,379 
BR Broadridge Financial Solutions, Inc.
-0.78%
-$6,130.22 
AAL American Airlines Group Inc.
-0.73%
-$2,359.53 
BEN Franklin Resources Inc.
-0.73%
-$4,780.32 
MDT Medtronic plc
-0.72%
-$9,972.57 
CFG Citizens Financial Group, Inc.
-0.64%
-$5,943.37 
CHE Chemed Corporation
-0.63%
-$4,358.62 
OWL Blue Owl Capital Inc.
-0.61%
-$11,615.4 
EL The Estée Lauder Companies Inc. Class A
-0.6%
-$17,353.6 
PRGO Perrigo Company plc
-0.58%
-$1,236.52 
REXR Rexford Industrial Realty, Inc.
-0.57%
-$6,296.64 
R Ryder System Inc.
-0.56%
-$4,389.84 
ALK Alaska Air Group Inc.
-0.52%
-$1,713.8 
WCC Wesco International Inc.
-0.52%
-$1,544.4 
ALGN Align Technology, Inc.
-0.52%
-$3,428.04 
MLI Mueller Industries Inc.
-0.5%
-$5,513.18 
UTHR United Therapeutics Corporation
-0.49%
-$2,912.36 
DECK Deckers Outdoor Corporation
-0.48%
-$8,928.36 
LUV Southwest Airlines Co.
-0.47%
-$1,985.31 
UHS Universal Health Services, Inc.
-0.41%
-$2,087.72 
PFGC Performance Food Group Co.
-0.37%
-$3,791.52 
RDDT Reddit Inc Class A
-0.36%
-$2,257.2 
LSCC Lattice Semiconductor Corporation
-0.35%
-$3,922.83 
DV DoubleVerify Holdings Inc.
-0.33%
-$1,698.75 
COLD Americold Realty Trust
-0.32%
-$2,501.91 
DOCS Doximity Inc.
-0.32%
-$5,056.2 
LOPE Grand Canyon Education Inc.
-0.29%
-$2,184.04 
SYY Sysco Corporation
-0.29%
-$6,102.01 
NDAQ Nasdaq, Inc.
-0.28%
-$1,018.68 
NWSA News Corporation
-0.25%
-$1,796.25 
CSX CSX Corporation
-0.25%
-$2,968.2 
UDR UDR Inc.
-0.23%
-$1,991.6 
PLD Prologis Inc.
-0.19%
-$1,042.32 
HALO Halozyme Therapeutics Inc.
-0.18%
-$804.1 
CUZ Cousins Properties Incorporated
-0.14%
-$482.36 
JCI Johnson Controls International plc
-0.14%
-$1,872.99 
RSG Republic Services, Inc.
-0.14%
-$1,437.76 
BSX Boston Scientific Corporation
-0.14%
-$2,647.02 
VVV Valvoline Inc.
-0.13%
-$364.28 
COLB Columbia Banking System, Inc.
-0.12%
-$724.99 
ABT Abbott Laboratories
-0.12%
-$1,167.62 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.12%
-$1,762.95 
BBY Best Buy Co., Inc.
-0.1%
-$454.19 
JEF Jefferies Financial Group Inc.
-0.09%
-$681 
FR First Industrial Realty Trust Inc.
-0.08%
-$691.92 
OSK Oshkosh Corporation
-0.07%
-$538.08 
EFX Equifax Inc.
-0.07%
-$549.62 
OMC Omnicom Group Inc.
-0.07%
-$879.28 
SSNC SS&C Technologies Holdings Inc.
-0.07%
-$1,634.93 
GEHC GE HealthCare Technologies Inc.
-0.06%
-$528.84 
FDX FedEx Corporation
-0.04%
-$215.52 
AMH American Homes 4 Rent
-0.03%
-$164.69 
COR Cencora, Inc.
-0.02%
-$270.72 
KNX Knight-Swift Transportation Holdings Inc.
-0.02%
-$62.31 
BKNG Booking Holdings Inc.
-0.01%
-$51.98 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3061 | Longs Won 1522/3061 49% | Profit Factor 1.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,350.95 |
| Average Win $143,295.97 | Best Trade (Dec 30) $2.64M | Sharpe Ratio -9.12 |
| Average Loss -$78,631.94 | Worst Trade (Dec 30) -$1.24M | Z-Score -2.49 (100%) |
| Commissions $0 | Avg. Trade Length 5m 2w | Expectancy $31,715.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,125 | 2,813 | 2,500 | 2,187 | 1,875 | 1,562 | 1,250 | 937 | 625 | 313 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,427 | $864,271.98 | $1.11M | - | $249,527.12 | 28.87% | -1.282% |
| AAL American Airlines Group Inc. | 26,217 | $473,741 | $319,585.23 | - | -$154,155.77 | -32.54% | -0.733% |
| AAON Aaon Inc. | 2,654 | $336,686 | $199,554.26 | - | -$137,131.74 | -40.73% | -2.73% |
| ABT Abbott Laboratories | 9,341 | $956,678.51 | $976,648.25 | - | $19,969.74 | 2.09% | -0.119% |
| ACM Aecom | 25,741 | $2.04M | $1.53M | - | -$513,001.72 | -25.13% | +0.499% |
| ADT ADT Inc. | 145,296 | $944,424 | $1M | - | $58,118.4 | 6.15% | +0.583% |
| AFG American Financial Group Inc. | 6,640 | $847,994.35 | $980,794.4 | - | $132,800.05 | 15.66% | +1.359% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 58,765 | $1.47M | $1.48M | - | $1,983.75 | 0.13% | -0.119% |
| AGO Assured Guaranty Ltd. | 3,229 | $263,099.19 | $227,999.69 | - | -$35,099.5 | -13.34% | +1.074% |
| AIG American International Group Inc. | 30,721 | $2.31M | $2.47M | - | $155,909.07 | 6.74% | +1.523% |
| AIT Applied Industrial Technologies Inc. | 1,765 | $457,538.97 | $583,967.9 | - | $126,428.93 | 27.63% | -0.89% |
| AKAM Akamai Technologies Inc. | 3,116 | $368,342 | $277,916.04 | - | -$90,425.96 | -24.55% | -3.39% |
| ALGN Align Technology, Inc. | 4,452 | $695,179.65 | $661,433.64 | - | -$33,746.01 | -4.85% | -0.516% |
| ALK Alaska Air Group Inc. | 9,020 | $470,844 | $327,516.2 | - | -$143,327.8 | -30.44% | -0.521% |
| ALSN Allison Transmission Holdings Inc. | 3,854 | $331,606.23 | $433,998.94 | - | $102,392.71 | 30.88% | +0.053% |
| AME Ametek Inc. | 5,078 | $1.09M | $1.26M | - | $175,089.58 | 16.09% | +0.129% |
| AMH American Homes 4 Rent | 16,469 | $459,814.61 | $509,880.24 | - | $50,065.63 | 10.89% | -0.032% |
| AMKR Amkor Technology Inc. | 17,706 | $1.53M | $762,597.42 | - | -$764,190.58 | -50.05% | -2.225% |
| AMT American Tower Corporation | 10,957 | $1.79M | $2.02M | - | $226,372.11 | 12.63% | +1.582% |
| AMTM Amentum Holdings, Inc. | 10,370 | $214,348 | $202,007.6 | - | -$12,340.4 | -5.76% | +2.043% |
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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 - $953,537.19. 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 $13.67M earned over time. The largest contributors to dividend income include Vici Properties Inc - $278,110.42, Crown Castle Inc - $226,064.3, Host Hotels & Resorts Inc - $208,507.65, United Parcel Service, Inc - $161,185.9, and Bath & Body Works, Inc - $151,934.8. 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.
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