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

Tracking: 2 Updated: Jul 15 at 03:46 PM

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.

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.

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:

49.25%

Gain

Monthly

1.08%

Yearly

13.78%

Drawdown

18.43%

$89.1M

Equity

Holdings

$89.1M

Investment

$69.52M

$3.37B

Profit -$582,099.08

Realized

$3.35B

Unrealized

$19.58M

Dividends

$221.86M

Goals

Avg. 92% completed goals

Yearly

Gain > 15%

2026

76%

Yearly

Loss < 18%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$582,099.08

Win %

87%

This Week

Compared To Last Week

Gain

-0.47%

Profit

-$419,174.7

Win %

87%

This Month

Compared to last month

Gain

-0.77%

Profit

-$692,858.86

Win %

87%

This Year

Compared to last year

Gain

11.47%

Profit

$9.17M

Win %

86%

Gainers
Losers

AAPL Apple Inc.

+3.72%

+$147,534.42

GOOGL Alphabet Inc

+3.39%

+$141,032.22

RTX RTX Corporation

+0.81%

+$52,091.03

C Citigroup Inc.

+0.43%

+$19,308.53

IBB iShares Biotechnology ETF

+0.27%

+$11,130.24

TJX The TJX Companies, Inc.

+0.17%

+$6,061.09

TSMWF Taiwan Semiconductor Manufacturing Company Limited

VLO Valero Energy Corporation

-4.22%

-$206,272.09

PWR Quanta Services Inc.

-2.91%

-$113,843.08

BKR Baker Hughes Company

-2.9%

-$103,054.37

CAT Caterpillar Inc.

-2.75%

-$135,202.01

PH Parker-Hannifin Corporation

-1.63%

-$61,842.3

NVDA NVIDIA Corporation

-1.37%

-$162,275.3

APH Amphenol Corporation

-1.21%

-$51,703.7

NEM Newmont Corporation

-0.72%

-$19,101.2

CCJ Cameco Corporation

-0.69%

-$20,493.99

GS The Goldman Sachs Group, Inc.

-0.69%

-$33,758.66

NEE NextEra Energy, Inc.

-0.51%

-$16,861.3

DE Deere & Company

-0.35%

-$11,293.5

AME Ametek Inc.

-0.33%

-$12,856.92

XBI SPDR S&P Biotech ETF

-0.23%

-$10,698.28

Events

Dividends

Dividend Analysis

No Data

Trades 5128	Longs Won 2793/5128 54%	Profit Factor 2.41
Profitability	Shorts Won 0/0 0%	Standard Deviation $5.16M
Average Win $2.06M	Best Trade (Mar 31) $88.06M	Sharpe Ratio -3.68
Average Loss -$1.02M	Worst Trade (Dec 30) -$173.41M	Z-Score -25.26 (100%)
Commissions $0	Avg. Trade Length 9m 3w 3d	Expectancy $657,272.81

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	0.01%	0.1%	0.58%	1.99%	5.16%	11.26%	21.76%	38.51%	63.73%
Consecutive Losing Trades	87	79	70	61	52	44	35	26	17	9