MB
Mike Berger Portfolio
Invests via School Employees Retirement Board Of Ohio | Managed by Farouki Majeed
Invests via School Employees Retirement Board Of Ohio
Managed by Farouki Majeed
Automatically Tracked
Mike Berger Profile
With a notable track record in entrepreneurship and leadership, Mike Berger is recognized for his ability to drive innovative solutions within technology-focused ventures. His experience spans founding and scaling startups that specialize in digital transformations across diverse industries. A graduate from a leading university with degrees in computer science and business management, he integrates technical acumen with strategic foresight to navigate complex market landscapes. Beyond operational leadership, he has been actively involved in mentoring aspiring entrepreneurs, sharing insights into market trends and investment opportunities that shape the tech ecosystem.
With a notable track record in entrepreneurship and leadership, Mike Berger is recognized for his ability to drive innovative solutions within technology-focused ventures. His experience spans founding and scaling startups that specialize in digital transformations across diverse industries. A graduate from a leading university with degrees in computer science and business management, he integrates technical acumen with strategic foresight to navigate complex market landscapes. Beyond operational leadership, he has been actively involved in mentoring aspiring entrepreneurs, sharing insights into market trends and investment opportunities that shape the tech ecosystem.
Investment Philosophy & Strategy
The technology landscape offers rich potential for transformative growth, especially as businesses increasingly prioritize digital innovation. Drawing on an extensive entrepreneurial background, Mike Berger seeks out opportunities that push the boundaries of traditional business models. His strategy focuses on identifying high-impact ventures ripe for disruption, where leveraging emerging technologies can unlock new revenue streams. Committed to fostering robust ecosystems, he not only invests in startups but also mentors founders, aligning strategic insights with operational execution. By emphasizing scalability and market relevance, his investment approach is designed to support companies poised for significant evolution.
The technology landscape offers rich potential for transformative growth, especially as businesses increasingly prioritize digital innovation. Drawing on an extensive entrepreneurial background, Mike Berger seeks out opportunities that push the boundaries of traditional business models. His strategy focuses on identifying high-impact ventures ripe for disruption, where leveraging emerging technologies can unlock new revenue streams. Committed to fostering robust ecosystems, he not only invests in startups but also mentors founders, aligning strategic insights with operational execution. By emphasizing scalability and market relevance, his investment approach is designed to support companies poised for significant evolution.
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:
43.37%
Gain +6.16%
Monthly
1.42%
Yearly
18.49%
Drawdown
19.56%
$294.37M
Equity
Holdings
$294.37M
Investment
$241.66M
$56.59M
Profit +$11.75M
Realized
$3.88M
Unrealized
$52.71M
Dividends
$9.54M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
6.16%
Profit
$11.75M
Win %
64%
This Week
Compared To Last Week
Gain
4.34%
Profit
$12.25M
Win %
64%
This Month
Compared to last month
Gain
4.87%
Profit
$13.68M
Win %
64%
This Year
Compared to last year
Gain
6.07%
Profit
$16.83M
Win %
58%
Events
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Dividends
Dividend Analysis
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| Trades 26 | Longs Won 15/26 57% | Profit Factor 14.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.08M |
| Average Win $4.05M | Best Trade (Aug 13) $30.94M | Sharpe Ratio -9.93 |
| Average Loss -$373,138.51 | Worst Trade (Aug 01) -$1.91M | Z-Score 0.74 (54.19%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $2.18M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% | 2.69% |
| Consecutive Losing Trades | 789 | 710 | 631 | 552 | 473 | 394 | 315 | 237 | 158 | 79 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AMLP Alerian MLP ETF | 506,822 | $24.09M | $28.04M | - | $3.95M | 16.39% | +0.894% |
 GLDM SPDR Gold MiniShares Trust | 113,357 | $9M | $9.08M | - | $81,616.98 | 0.91% | -1.463% |
 GOVT iShares U.S. Treasury Bond ETF | 651,153 | $15M | $14.62M | - | -$377,668.87 | -2.52% | -0.267% |
 IAUM iShares Gold Trust Micro | 3.97M | $124.38M | $160.09M | - | $35.72M | 28.71% | -1.464% |
 IEI iShares 3-7 Year Treasury Bond ETF | 378,065 | $44.75M | $44.04M | - | -$712,698.59 | -1.59% | -0.137% |
 MLPX Global X MLP & Energy Infrastructure ETF | 330,585 | $24.44M | $24.82M | - | $376,867.46 | 1.54% | +0.307% |
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FAQ
Which stocks have generated the highest profits for Mike Berger?
The largest contributions to the portfolio's profits come from the following stocks: iShares U.S. Treasury Bond ETF - $4.94M, Global X MLP & Energy Infrastructure ETF - $4.73M, Alerian MLP ETF - $2.84M, iShares 3-7 Year Treasury Bond ETF - $1.75M, and iShares TIPS Bond ETF - $81,676.49. 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: iShares Cohen & Steers Realty Majors ETF - $516,925.05, iShares Core U.S. REIT ETF - $395,093.23, and iShares 1-3 Year Treasury Bond ETF - $8,292.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mike Berger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.54M earned over time. The largest contributors to dividend income include iShares U.S. Treasury Bond ETF - $3.52M, Alerian MLP ETF - $2.84M, iShares 3-7 Year Treasury Bond ETF - $1.7M, Global X MLP & Energy Infrastructure ETF - $1.01M, and iShares TIPS Bond ETF - $165,297.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mike Berger's monthly returns?
Mike Berger'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 Mike Berger's strategy be considered aggressive or moderate?
Mike Berger'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 Mike Berger's strategy?
Mike Berger'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.
