Russell Silberstein Portfolio
Invests via Carmel Capital Partners LLC | Managed by Russell Silberstein, Kevin Dukesherer, CFA, Kevin E. Silverman, CFA, Ellis C. Smith
Invests via Carmel Capital Partners LLC
Managed by Russell Silberstein, Kevin Dukesherer, CFA, Kevin E. Silverman, CFA, Ellis C. Smith
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Russell Silberstein Profile
With extensive expertise in investment banking, Russell Silberstein has established a significant footprint in corporate finance and advisory. His career trajectory includes leadership roles that have shaped growth strategies for diverse clients across various sectors. Known for his analytical acumen, he plays a crucial role in facilitating transactions that enhance market positioning. Having worked with numerous high-profile companies, he is recognized as a strategic consultant who bridges the gap between finance and operational excellence. His educational background and professional development have provided him with a robust foundation to navigate complex financial landscapes effectively.
With extensive expertise in investment banking, Russell Silberstein has established a significant footprint in corporate finance and advisory. His career trajectory includes leadership roles that have shaped growth strategies for diverse clients across various sectors. Known for his analytical acumen, he plays a crucial role in facilitating transactions that enhance market positioning. Having worked with numerous high-profile companies, he is recognized as a strategic consultant who bridges the gap between finance and operational excellence. His educational background and professional development have provided him with a robust foundation to navigate complex financial landscapes effectively.
Investment Philosophy & Strategy
Russell Silberstein's approach to investment is deeply rooted in identifying transformative opportunities within the market. With a wealth of experience spanning across various sectors, his decision-making process emphasizes a thorough evaluation of competitive dynamics and operational efficiencies. This method enables the pursuit of ventures that promise significant growth while fostering sustainable value creation. By leveraging strategic partnerships and innovative financing structures, he enhances portfolio performance while mitigating potential risks. His insightful perspective on industry trends shapes an adaptive strategy aimed at long-term success.
Russell Silberstein's approach to investment is deeply rooted in identifying transformative opportunities within the market. With a wealth of experience spanning across various sectors, his decision-making process emphasizes a thorough evaluation of competitive dynamics and operational efficiencies. This method enables the pursuit of ventures that promise significant growth while fostering sustainable value creation. By leveraging strategic partnerships and innovative financing structures, he enhances portfolio performance while mitigating potential risks. His insightful perspective on industry trends shapes an adaptive strategy aimed at long-term success.
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:
49.56%
Gain -2.19%
Monthly
0.53%
Yearly
6.58%
Drawdown
26.07%
$289.52M
Equity
Holdings
$289.52M
Investment
$269.09M
$50.97M
Profit -$5.1M
Realized
$30.54M
Unrealized
$20.43M
Dividends
$26.86M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.19%
Profit
-$5.1M
Win %
69%
This Week
Compared To Last Week
Gain
-1.54%
Profit
-$4.54M
Win %
69%
This Month
Compared to last month
Gain
-3.25%
Profit
-$9.72M
Win %
69%
This Year
Compared to last year
Gain
4.5%
Profit
$12.46M
Win %
67%
DASH DoorDash, Inc.
+3.39%
+$46,494.24 
SE Sea Ltd.
+3.2%
+$21,649.55 
ADEA Adeia Inc.
+3.15%
+$8,447.2 
AVGO Broadcom Inc.
+3.05%
+$21,223.05 
STX Seagate Technology Holdings plc
+2.98%
+$20,939.7 
PLTR Palantir Technologies Inc.
+2.79%
+$45,246.78 
PRM Perimeter Solutions Inc.
+2.48%
+$16,923.87 
NOC Northrop Grumman Corporation
+2.06%
+$3,634.07 
MSFT Microsoft Corp.
+2.04%
+$14,465.85 
GOOG Alphabet Inc
+1.97%
+$100,448.81 
GOOGL Alphabet Inc
+1.83%
+$8,446.08 
MELI MercadoLibre, Inc.
+1.72%
+$38,046.97 
ICE Intercontinental Exchange, Inc.
+1.7%
+$37,465.96 
CVX Chevron Corporation
+1.49%
+$2,783.2 
NOW ServiceNow, Inc.
+1.49%
+$9,852.92 
AMZN Amazon.com Inc
+1.37%
+$59,430.54 
HOOD Robinhood Markets, Inc.
+1.34%
+$22,361.92 
FTI TechnipFMC plc
+1.29%
+$6,975 
WRB W.R. Berkley Corporation
+1.22%
+$7,722.99 
XOM Exxon Mobil Corporation
+1.07%
+$7,783.08 
SCHW Charles Schwab Corporation
+1.04%
+$34,888.84 
V Visa Inc. Class A
+1.04%
+$3,902.28 
HON Honeywell International Inc.
+0.93%
+$967.67 
NVDA NVIDIA Corporation
+0.87%
+$27,024.8 
FANG Diamondback Energy Inc
+0.78%
+$4,560 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$15,428.01 
VOOG Vanguard S&P 500 Growth ETF
+0.72%
+$2,265.48 
MKL Markel Group Inc.
+0.58%
+$6,674.85 
VWO Vanguard FTSE Emerging Markets ETF
+0.46%
+$2,749.11 
ON ON Semiconductor Corporation
+0.43%
+$25,322.82 
META Meta Platforms Inc Class A
+0.37%
+$3,727.2 
A Agilent Technologies Inc.
+0.33%
+$6,079.77 
UBER Uber Technologies, Inc.
+0.25%
+$5,583.96 
JEF Jefferies Financial Group Inc.
+0.24%
+$1,033.11 
WELL Welltower Inc.
+0.23%
+$567.05 
VOO Vanguard S&P 500 ETF
+0.21%
+$2,021.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.21%
+$2,094.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$3,206.89 
BWXT Bwx Technologies Inc.
+0.18%
+$417.37 
IWB iShares Russell 1000 ETF
+0.18%
+$441.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.18%
+$553.13 
IVV iShares Core S&P 500 ETF
+0.17%
+$1,266.18 
DG Dollar General Corporation
+0.17%
+$5,802.2 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$1,004.4 
COF Capital One Financial Corporation
+0.16%
+$4,114.68 
HLT Hilton Worldwide Holdings Inc.
+0.16%
+$4,451.2 
CEF Sprott Physical Gold and Silver Trust
+0.14%
+$583.33 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$1,518.66 
QCOM QUALCOMM Incorporated
+0.11%
+$7,525.14 
AMAT Applied Materials, Inc.
+0.11%
+$4,691.68 
CLOZ Panagram BBB-B CLO ETF
+0.08%
+$2,468.78 
HCA HCA Healthcare Inc.
+0.07%
+$1,588.65 
CLOX Eldridge AAA CLO ETF
+0.06%
+$5,725.85 
PFXF VanEck Preferred Securities ex Financials ETF
+0.06%
+$3,946.21 
EME EMCOR Group, Inc.
+0.04%
+$1,153.35 
VO Vanguard Mid-Cap ETF
+0.03%
+$256.88 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2,884.69 
QXO Qxo Inc.
-4.1%
-$71,926.9 
UPS United Parcel Service, Inc.
-3.5%
-$92,469.28 
DHI D.R. Horton, Inc.
-2.94%
-$54,793.2 
AAPL Apple Inc.
-2.69%
-$107,824.52 
BBUC Brookfield Business Corp Class A
-2.62%
-$5,394.78 
RPM RPM International Inc.
-2.56%
-$62,240.99 
IR Ingersoll Rand Inc.
-2.52%
-$61,963.65 
ARI Apollo Commercial Real Estate Finance Inc.
-2.44%
-$57,164.54 
EOSE Eos Energy Enterprises Inc.
-2.42%
-$2,410 
BX Blackstone Inc.
-2.29%
-$9,562.26 
BN Brookfield Corporation
-2.28%
-$72,157.4 
STWD Starwood Property Trust Inc.
-2.24%
-$75,187.94 
CCK Crown Holdings Inc.
-2.23%
-$53,689.04 
APG Api Group Corporation
-1.99%
-$86,986.4 
TSLA Tesla, Inc.
-1.96%
-$92,441.13 
MS Morgan Stanley
-1.93%
-$31,412.43 
HD The Home Depot, Inc.
-1.89%
-$470,892.8 
CARR Carrier Global Corporation
-1.86%
-$66,292.48 
APO Apollo Global Management, Inc.
-1.83%
-$57,323.2 
Z Zillow Group Inc.
-1.81%
-$17,838.69 
WMT Walmart Inc.
-1.75%
-$10,692 
LLY Eli Lilly and Company
-1.73%
-$13,387.99 
BA Boeing Company
-1.68%
-$19,748.59 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.61%
-$36,102 
CAT Caterpillar Inc.
-1.56%
-$4,403.19 
LEN-B Lennar Corporation
-1.52%
-$28,940 
LEN Lennar Corporation
-1.48%
-$121,935.4 
MSIF MSC Income Fund Inc.
-1.38%
-$2,853.01 
MRP Millrose Properties Inc.
-1.19%
-$21,963.2 
LH Labcorp Holdings Inc.
-1.02%
-$33,099.73 
NEE NextEra Energy, Inc.
-0.97%
-$30,235.88 
COST Costco Wholesale Corporation
-0.68%
-$4,369.74 
IQV IQVIA Holdings Inc.
-0.6%
-$21,360.24 
RH RH
-0.6%
-$13,733.44 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.58%
-$37,086.67 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.56%
-$30,949.76 
CAH Cardinal Health Inc.
-0.56%
-$1,267.2 
ROK Rockwell Automation, Inc.
-0.55%
-$16,035.18 
JPM JPMorgan Chase & Co.
-0.51%
-$5,250.55 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.48%
-$31,608.45 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$1,118.01 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.44%
-$28,610.82 
ABBV AbbVie Inc.
-0.4%
-$1,234.2 
MCD McDonald's Corporation
-0.38%
-$1,078.14 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$1,272.03 
TRV The Travelers Companies, Inc.
-0.33%
-$10,170 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$2,589.07 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$3,387.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$2,735.07 
SCHD Schwab U.S. Dividend Equity ETF
-0.23%
-$1,224.11 
GLD SPDR Gold Shares
-0.22%
-$461.7 
VMI Valmont Industries, Inc.
-0.2%
-$6,701.55 
BNDX Vanguard Total International Bond ETF
-0.18%
-$401.2 
SPG Simon Property Group, Inc.
-0.17%
-$947.2 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.17%
-$16,783.69 
PHG Koninklijke Philips N.V.
-0.15%
-$4,597.16 
VTV Vanguard Value ETF
-0.13%
-$346.26 
VB Vanguard Small-Cap ETF
-0.13%
-$384.54 
IBTI iShares iBonds Dec 2028 Term ETF
-0.11%
-$7,277.12 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$186.69 
IBTH iShares iBonds Dec 2027 Term
-0.02%
-$50 Events
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Dividends
Dividend Analysis
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| Trades 3066 | Longs Won 1416/3066 46% | Profit Factor 2.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $284,630.68 |
| Average Win $67,126.72 | Best Trade (Dec 31) $9.7M | Sharpe Ratio -21.75 |
| Average Loss -$26,714.73 | Worst Trade (Jun 30) -$3.96M | Z-Score -14.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $16,624.96 |
| 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 | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
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Returns
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FAQ
Which stocks have generated the highest profits for Russell Silberstein?
The largest contributions to the portfolio's profits come from the following stocks: Palantir Technologies Inc - $27.44M, WisdomTree Floating Rate Treasury Fund - $5.42M, Oracle Corporation - $2.32M, The Home Depot, Inc - $2.07M, and Apollo Commercial Real Estate Finance Inc - $1.48M. 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: Lennar Corporation - $2.56M, Illumina, Inc - $1.15M, GoodRx Holdings, Inc. Class A Common Stock - $908,248.94, Trupanion Inc - $901,184.56, and Petco Health and Wellness Company, Inc - $875,404.92. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Russell Silberstein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $26.86M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $5.43M, The Home Depot, Inc - $3.17M, Apollo Commercial Real Estate Finance Inc - $1.48M, VanEck Preferred Securities ex Financials ETF - $1.11M, and Starwood Property Trust Inc - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Russell Silberstein's monthly returns?
Russell Silberstein'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 Russell Silberstein's strategy be considered aggressive or moderate?
Russell Silberstein'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 Russell Silberstein's strategy?
Russell Silberstein'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.
