RAS
Robert A. Saperstein Portfolio
Invests via Guggenheim Capital LLC | Managed by Robert A. Saperstein
Invests via Guggenheim Capital LLC
Managed by Robert A. Saperstein
Automatically Tracked
Robert A. Saperstein Profile
A seasoned entrepreneur and investment leader, Robert A. Saperstein has significantly shaped the landscape of private equity through his multifaceted career in various industries. With a robust background in operations and strategic development, he has led multiple ventures to success while demonstrating an acute understanding of market dynamics. Known for his adeptness at fostering long-term partnerships, he plays a crucial role in connecting investors with emerging opportunities across diverse sectors. His keen insights into business growth strategies have made him a respected figure among peers and within financial circles, enhancing stakeholder engagement through innovative practices.
A seasoned entrepreneur and investment leader, Robert A. Saperstein has significantly shaped the landscape of private equity through his multifaceted career in various industries. With a robust background in operations and strategic development, he has led multiple ventures to success while demonstrating an acute understanding of market dynamics. Known for his adeptness at fostering long-term partnerships, he plays a crucial role in connecting investors with emerging opportunities across diverse sectors. His keen insights into business growth strategies have made him a respected figure among peers and within financial circles, enhancing stakeholder engagement through innovative practices.
Investment Philosophy & Strategy
Strategic foresight drives the investment choices made by Robert A. Saperstein, who leverages his extensive entrepreneurial experience to identify transformative opportunities in the private equity sphere. His emphasis on building synergistic partnerships equips him with a unique vantage point for discovering and cultivating high-potential ventures. An acute awareness of operational intricacies informs his decision-making process, allowing for targeted interventions that enhance value creation across investments. Saperstein's capacity to analyze market trends ensures a proactive approach to capital deployment, while his commitment to innovation fosters sustainable business growth within rapidly evolving sectors.
Strategic foresight drives the investment choices made by Robert A. Saperstein, who leverages his extensive entrepreneurial experience to identify transformative opportunities in the private equity sphere. His emphasis on building synergistic partnerships equips him with a unique vantage point for discovering and cultivating high-potential ventures. An acute awareness of operational intricacies informs his decision-making process, allowing for targeted interventions that enhance value creation across investments. Saperstein's capacity to analyze market trends ensures a proactive approach to capital deployment, while his commitment to innovation fosters sustainable business growth within rapidly evolving sectors.
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:
46.57%
Gain +0.57%
Monthly
0.38%
Yearly
4.7%
Drawdown
12.29%
$818.75M
Equity
Holdings
$818.75M
Investment
$345.48M
$473.27M
Profit +$4.63M
Realized
$0
Unrealized
$473.27M
Dividends
$103.72M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.57%
Profit
$4.63M
Win %
86%
This Week
Compared To Last Week
Gain
-1.43%
Profit
-$11.84M
Win %
86%
This Month
Compared to last month
Gain
-0.24%
Profit
-$1.92M
Win %
86%
This Year
Compared to last year
Gain
16.07%
Profit
$113.33M
Win %
86%
EBAY eBay Inc.
+5.17%
+$1.41M 
SBUX Starbucks Corporation
+3.88%
+$937,580 
FHI Federated Hermes Inc.
+2.84%
+$448,489.08 
UNH UnitedHealth Group Incorporated
+2.77%
+$57,096.05 
HSY The Hershey Company
+2.69%
+$209,950 
CVS CVS Health Corporation
+2.42%
+$178,485 
UPS United Parcel Service, Inc.
+2.14%
+$138,934.65 
XLB Materials Select Sector SPDR Fund
+1.83%
+$147,784 
MCD McDonald's Corporation
+1.76%
+$14,414.37 
TRV The Travelers Companies, Inc.
+1.68%
+$24,724.9 
ABT Abbott Laboratories
+1.67%
+$89,612 
GE General Electric Company
+1.61%
+$56,488.18 
ALL Allstate Corporation
+1.42%
+$105,525 
MUR Murphy Oil Corporation
+1.36%
+$23,519.22 
XLF Financial Select Sector SPDR Fund
+1.33%
+$175,728.33 
MSFT Microsoft Corp.
+1.06%
+$593,155.26 
CPT Camden Property Trust
+0.96%
+$28,378.19 
EFA iShares MSCI EAFE ETF
+0.89%
+$6,112.47 
UDR UDR Inc.
+0.74%
+$19,160.5 
PFE Pfizer Inc.
+0.72%
+$28,774.2 
HIG The Hartford Insurance Group, Inc.
+0.66%
+$3,044.97 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$37,609.36 
BAC Bank of America Corporation
+0.55%
+$2,414.16 
MMM 3M Company
+0.54%
+$39,916.5 
XLI Industrial Select Sector SPDR Fund
+0.48%
+$70,640.62 
SPY SPDR S&P 500 ETF Trust
+0.27%
+$101,205.96 
ESS Essex Property Trust, Inc.
+0.12%
+$4,604.28 
AVB AvalonBay Communities, Inc.
0%
$0 
HBI Hanesbrands Inc.
0%
$0 
DF Dean Foods Co
0%
$0 
JCP JC Penney Co Inc
0%
$0 PDE
PDE
0%
$0 BHI
BHI
0%
$0 DIA
DIA
0%
$0 SVU
SVU
0%
$0 LINE
LINEQ
0%
$0 BRE
BRE
0%
$0 FRX
FRX
0%
$0 BVF
BVF
0%
$0 PRST
PRST
0%
$0 6533
65332VAY9
0%
$0 STEI
STEI
0%
$0 HANS
HANS
0%
$0 QRCP
QRCP
0%
$0 PPS
PPS
0%
$0 HME
HME
0%
$0 RBSP
RBSPRR
0%
$0 AIV
AIV
0%
$0 HPQ
HPQ
0%
$0 NVT
NVT
0%
$0 NWPR
NWPRC
0%
$0 EROC
EROC
0%
$0 
EQR Equity Residential
-3.5%
-$342,466.74 
CSCO Cisco Systems, Inc.
-3.34%
-$38,300.2 
INTC Intel Corporation
-2.86%
-$27,464.94 
KLAC KLA Corporation
-2.44%
-$3.12M 
WDC Western Digital Corporation
-2.12%
-$112,203.63 
FLEX Flex Ltd.
-1.84%
-$702,115.7 
XLE Energy Select Sector SPDR Fund
-1.6%
-$97,416 
XOM Exxon Mobil Corporation
-1.33%
-$114,549.9 
XRX Xerox Holdings Corporation
-0.93%
-$7,400.25 
EEM iShares MSCI Emerging Markets ETF
-0.7%
-$13,096.35 
PEP PepsiCo, Inc.
-0.69%
-$2,673.62 
TXN Texas Instruments Inc
-0.54%
-$167,198.9 
AAPL Apple Inc.
-0.31%
-$205,798.04 
SLB Schlumberger Limited
-0.29%
-$333.56 
JNJ Johnson & Johnson
-0.22%
-$2,984.52 
XLU Utilities Select Sector SPDR Fund
-0.19%
-$12,304 
VZ Verizon Communications Inc.
-0.02%
-$878.49 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 69 | Longs Won 42/69 60% | Profit Factor 68.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.4M |
| Average Win $11.44M | Best Trade (Oct 15) $121.28M | Sharpe Ratio 0 |
| Average Loss -$261,057.12 | Worst Trade (Oct 15) -$2.73M | Z-Score 2.2 (97.21%) |
| Commissions $0 | Avg. Trade Length 18y 9m 3w 2d | Expectancy $6.86M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 3.16% |
| Consecutive Losing Trades | 3,135 | 2,821 | 2,508 | 2,194 | 1,881 | 1,567 | 1,254 | 940 | 627 | 313 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6533 65332VAY9 | 11.1M | $10.99M | $10.99M | - | - | - | 0.0 |
| AAPL Apple Inc. | 196,000 | $1.39M | $67.01M | - | $65.63M | 4,731.28% | -0.306% |
| ABT Abbott Laboratories | 52,100 | $1.4M | $5.45M | - | $4.05M | 288.49% | +1.67% |
| AGG iShares Core U.S. Aggregate Bond ETF | 63,209 | $6.39M | $6.03M | - | -$363,913.27 | -5.69% | +0.628% |
| AIV AIV | 72,047 | $2.5M | $2.5M | - | - | - | 0.0 |
| ALL Allstate Corporation | 31,500 | $1.65M | $7.54M | - | $5.9M | 358.66% | +1.418% |
| AVB AvalonBay Communities, Inc. | 39,322.25 | $3.7M | $7.24M | - | $3.54M | 95.54% | 0.0 |
| BAC Bank of America Corporation | 8,622 | $356,000 | $445,498.74 | - | $89,498.74 | 25.14% | +0.545% |
| BHI BHI | 17,000 | $1.38M | $1.38M | - | - | - | 0.0 |
| BRE BRE | 46,985 | $1.9M | $1.9M | - | - | - | 0.0 |
| BVF BVF | 208,500 | $2.81M | $2.81M | - | - | - | 0.0 |
| CPT Camden Property Trust | 30,351 | $1.46M | $2.98M | - | $1.52M | 103.95% | +0.962% |
| CSCO Cisco Systems, Inc. | 10,079 | $273,000 | $1.11M | - | $834,077.36 | 305.52% | -3.344% |
| CVS CVS Health Corporation | 81,500 | $3.24M | $7.55M | - | $4.31M | 132.88% | +2.423% |
| DF Dean Foods Co | 24,315.2 | $3.36M | $628,828.48 | - | -$2.73M | -81.3% | 0.0 |
| DIA DIA | 27,500 | $3.65M | $3.65M | - | - | - | 0.0 |
| EBAY eBay Inc. | 233,798.4 | $3.27M | $28.74M | - | $25.47M | 779.63% | +5.168% |
| EEM iShares MSCI Emerging Markets ETF | 29,103 | $1.46M | $1.86M | - | $402,843.73 | 27.63% | -0.699% |
| EFA iShares MSCI EAFE ETF | 6,717 | $527,000 | $696,284.22 | - | $169,284.22 | 32.12% | +0.886% |
| EQR Equity Residential | 148,254 | $4.58M | $9.44M | - | $4.85M | 105.89% | -3.502% |
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 A. Saperstein?
The largest contributions to the portfolio's profits come from the following stocks: Federated Hermes Inc - $8.18M, Equity Residential - $7.63M, Texas Instruments Inc - $5.35M, Starbucks Corporation - $5.06M, and United Parcel Service, Inc - $4.78M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Robert A. Saperstein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $103.72M earned over time. The largest contributors to dividend income include Federated Hermes Inc - $8.18M, Equity Residential - $7.63M, Texas Instruments Inc - $5.35M, Starbucks Corporation - $5.06M, and United Parcel Service, Inc - $4.78M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert A. Saperstein's monthly returns?
Robert A. Saperstein's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Robert A. Saperstein's strategy be considered aggressive or moderate?
Robert A. Saperstein's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert A. Saperstein's strategy?
Robert A. Saperstein's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
