Marvin & Palmer Portfolio
Invests via Marvin & Palmer Associates Inc. | Managed by Marvin & Palmer Associates Inc.
Invests via Marvin & Palmer Associates Inc.
Managed by Marvin & Palmer Associates Inc.
Automatically Tracked
Company Profile
Boutique investment and advisory firm focused on mid-market private equity, real estate and credit strategies, Marvin & Palmer leverages senior-led deal sourcing, operational value creation and flexible capital solutions for institutional and family-office clients. The firm emphasizes sector consolidation, asset-backed lending and transitional real estate, combining transaction execution, portfolio management and LP reporting to target cash yield and downside protection in private-market allocations.
Boutique investment and advisory firm focused on mid-market private equity, real estate and credit strategies, Marvin & Palmer leverages senior-led deal sourcing, operational value creation and flexible capital solutions for institutional and family-office clients. The firm emphasizes sector consolidation, asset-backed lending and transitional real estate, combining transaction execution, portfolio management and LP reporting to target cash yield and downside protection in private-market allocations.
Investment Philosophy & Strategy
Focuses on senior-led, mid-market private equity, real estate and credit strategies that prioritize downside protection and cash yield. Employs concentrated, sector-consolidation and asset-backed underwriting, blending opportunistic transitional real estate and direct lending to generate current income with equity upside. Capital deployment favors control or structured minority positions, active operational value creation, rigorous covenants, and LP-aligned reporting to preserve capital while capturing idiosyncratic arbitrage in fragmented markets.
Focuses on senior-led, mid-market private equity, real estate and credit strategies that prioritize downside protection and cash yield. Employs concentrated, sector-consolidation and asset-backed underwriting, blending opportunistic transitional real estate and direct lending to generate current income with equity upside. Capital deployment favors control or structured minority positions, active operational value creation, rigorous covenants, and LP-aligned reporting to preserve capital while capturing idiosyncratic arbitrage in fragmented 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:
50.55%
Gain -0.62%
Monthly
1.1%
Yearly
14.04%
Drawdown
21.57%
$146.23M
Equity
Holdings
$146.23M
Investment
$140.46M
$63.23B
Profit -$832,745.14
Realized
$63.23B
Unrealized
$5.77M
Dividends
$224.14M
Goals
Avg. 49.33% completed goals
Yearly
Gain > 15% 2026
Yearly
Loss < 18% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$832,745.14
Win %
65%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$832,745.14
Win %
65%
This Month
Compared to last month
Gain
3.15%
Profit
$4.47M
Win %
65%
This Year
Compared to last year
Gain
-4.92%
Profit
-$7.57M
Win %
71%
NEM Newmont Corporation
+7.16%
+$212,079.5 
ADI Analog Devices, Inc.
+3.31%
+$102,787.5 
KLAC KLA Corporation
+2.53%
+$85,058.57 
EIS iShares MSCI Israel ETF
+2.43%
+$4,410 
NVDA NVIDIA Corporation
+2.28%
+$277,677.97 
IBKR Interactive Brokers Group Inc.
+2.1%
+$164,364.56 
SOXX iShares Semiconductor ETF
+2.01%
+$201,503.28 
XBI SPDR S&P Biotech ETF
+1.85%
+$155,257.96 
EWJ iShares MSCI Japan ETF
+1.82%
+$81,659.46 
EBAY eBay Inc.
+1.65%
+$64,968.54 
MS Morgan Stanley
+1.18%
+$120,289.68 
EWY iShares MSCI South Korea ETF
+1.17%
+$31,641.48 
IWM iShares Russell 2000 ETF
+1.09%
+$22,587.5 
EWT iShares MSCI Taiwan ETF
+1.08%
+$47,729.09 
DE Deere & Company
+0.96%
+$55,024.38 
AME Ametek Inc.
+0.91%
+$38,172.01 
C Citigroup Inc.
+0.87%
+$91,784.9 
GS The Goldman Sachs Group, Inc.
+0.64%
+$70,429.34 
PWR Quanta Services Inc.
+0.58%
+$31,664.26 
CSCO Cisco Systems, Inc.
+0.45%
+$40,021.02 
AAPL Apple Inc.
+0.28%
+$11,043 
EPOL iShares MSCI Poland ETF
+0.22%
+$451.25 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 5155 | Longs Won 2953/5155 57% | Profit Factor 21.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $842.45M |
| Average Win $22.48M | Best Trade (Dec 30) $60.49B | Sharpe Ratio -3.62 |
| Average Loss -$1.43M | Worst Trade (Dec 30) -$173.41M | Z-Score -19.14 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $12.27M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 102 | 92 | 82 | 71 | 61 | 51 | 41 | 31 | 20 | 10 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,408 | $3.37M | $3.89M | - | $514,187.54 | 15.24% | +0.285% |
| ADI Analog Devices, Inc. | 8,223 | $3.27M | $3.21M | - | -$60,521.37 | -1.85% | +3.313% |
| AME Ametek Inc. | 16,669 | $3.57M | $4.23M | - | $655,258.51 | 18.34% | +0.911% |
| C Citigroup Inc. | 78,786 | $9.86M | $10.63M | - | $778,535.63 | 7.9% | +0.871% |
 CAT Caterpillar Inc. | 9,362 | $6.87M | $7.88M | - | $1.01M | 14.74% | -1.719% |
| CSCO Cisco Systems, Inc. | 74,113 | $8.71M | $9M | - | $293,487.46 | 3.37% | +0.447% |
| DE Deere & Company | 9,279 | $5.49M | $5.76M | - | $267,398.86 | 4.87% | +0.964% |
| EBAY eBay Inc. | 35,697 | $3.99M | $4M | - | $7,496.12 | 0.19% | +1.652% |
| EIS iShares MSCI Israel ETF | 1,500 | $181,065 | $185,640 | - | $4,575 | 2.53% | +2.433% |
| EPOL iShares MSCI Poland ETF | 4,750 | $183,398 | $209,736.25 | - | $26,338.25 | 14.36% | +0.216% |
| EWJ iShares MSCI Japan ETF | 47,202 | $4.4M | $4.57M | - | $170,398.76 | 3.87% | +1.818% |
| EWT iShares MSCI Taiwan ETF | 43,390 | $4.44M | $4.47M | - | $32,108.69 | 0.72% | +1.079% |
| EWY iShares MSCI South Korea ETF | 16,480 | $3.33M | $2.74M | - | -$590,972.92 | -17.76% | +1.17% |
| GS The Goldman Sachs Group, Inc. | 10,655 | $9.81M | $11.07M | - | $1.27M | 12.91% | +0.64% |
| IBKR Interactive Brokers Group Inc. | 90,809 | $7.9M | $7.98M | - | $71,739.47 | 0.91% | +2.104% |
| IWM iShares Russell 2000 ETF | 6,950 | $2.09M | $2.1M | - | $7,297 | 0.35% | +1.09% |
| KLAC KLA Corporation | 17,430 | $5.26M | $3.45M | - | -$1.81M | -34.34% | +2.526% |
 LLY Eli Lilly and Company | 3,065 | $3.68M | $3.63M | - | -$43,982.93 | -1.2% | -0.576% |
| MS Morgan Stanley | 47,734 | $9.98M | $10.32M | - | $345,117.18 | 3.46% | +1.179% |
 MU Micron Technology, Inc. | 3,613 | $4.17M | $3.17M | - | -$999,825.72 | -23.97% | -0.444% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Marvin & Palmer?
The largest contributions to the portfolio's profits come from the following stocks: Fujitsu Limited - Unsponsored ADR - $60.49B, Apple Inc - $243.06M, BBRY - $183.01M, Cisco Systems, Inc - $142.89M, and Check Point Software Technologies Ltd - $137.78M. 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: 294821400 - $169.95M, WFT - $84.83M, SunPower Inc - $45.79M, TMX - $41.49M, and ITU - $35.18M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marvin & Palmer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $224.14M earned over time. The largest contributors to dividend income include Citigroup Inc - $62.24M, ProShares UltraShort MSCI EAFE - $9.49M, Petrobras S.A. Sponsored ADR - $6.53M, Caterpillar Inc - $4.44M, and Deere & Company - $3.88M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marvin & Palmer's monthly returns?
Marvin & Palmer'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 Marvin & Palmer's strategy be considered aggressive or moderate?
Marvin & Palmer's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Marvin & Palmer's strategy?
Marvin & Palmer'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.
