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:
79.9%
Gain +0.13%
Monthly
0.5%
Yearly
6.2%
Drawdown
26.41%
$290.16M
Equity
Holdings
$290.16M
Investment
$276.61M
$50.96M
Profit +$407,443.87
Realized
$37.41M
Unrealized
$13.55M
Dividends
$28.18M
Goals
Avg. 42% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$407,443.87
Win %
67%
This Week
Compared To Last Week
Gain
0.14%
Profit
$407,443.87
Win %
67%
This Month
Compared to last month
Gain
1.95%
Profit
$5.56M
Win %
67%
This Year
Compared to last year
Gain
-3.28%
Profit
-$9.83M
Win %
64%
TSLA Tesla, Inc.
+5.72%
+$275,044.77 
HHH Howard Hughes Holdings Inc.
+5.4%
+$25,074.64 
ARI Apollo Commercial Real Estate Finance, Inc.
+3.66%
+$65,431.99 
GLW Corning Incorporated
+3.5%
+$4,143.81 
AMAT Applied Materials Inc.
+3.35%
+$77,310.18 
ON ON Semiconductor Corporation
+3.31%
+$87,352.11 
STX Seagate Technology Holdings plc
+3.25%
+$18,295.72 
AMD Advanced Micro Devices Inc.
+3.08%
+$4,383.51 
EME EMCOR Group, Inc.
+2.78%
+$35,494.33 
PANW Palo Alto Networks, Inc.
+2.77%
+$21,193.94 
BWXT BWX Technologies, Inc.
+2.74%
+$4,624.25 
AVGO Broadcom Inc.
+2.73%
+$18,039.91 
MS Morgan Stanley Common Stock
+2.58%
+$34,849.3 
APG APi Group Corporation Common Stock
+2.56%
+$87,371.06 
NVDA NVIDIA Corporation
+2.53%
+$78,750.6 
SNOW Snowflake Inc. Common Stock
+2.4%
+$8,026.01 
QCOM QUALCOMM Incorporated
+2.34%
+$143,148.09 
NOC Northrop Grumman Corporation
+2.32%
+$5,239.29 
ADEA Adeia Inc.
+2.22%
+$4,206.5 
GS The Goldman Sachs Group, Inc.
+2.16%
+$3,802.92 
GD General Dynamics Corp.
+1.87%
+$13,252.3 
JEF Jefferies Financial Group Inc.
+1.7%
+$6,033.64 
IR Ingersoll Rand Inc.
+1.67%
+$26,356.44 
MSFT Microsoft Corporation Common Stock
+1.49%
+$14,710.98 
APO Apollo Global Management Inc.
+1.48%
+$37,210.94 
PRM Perimeter Solutions, Inc.
+1.4%
+$8,090.55 
NNOV Innovator Growth-100 Power Buffer ETF - November
+1.26%
+$3,649.1 
EWY iShares MSCI South Korea ETF
+1.2%
+$2,573.49 
VOOG Vanguard S&P 500 Growth ETF
+1.2%
+$6,476.81 
ROK Rockwell Automation Inc.
+1.18%
+$15,155.42 
WELL Welltower Inc.
+1.17%
+$2,834.11 
VUG Vanguard Morningstar Growth ETF
+1.01%
+$2,280.08 
BRK-B Berkshire Hathaway Inc.
+1%
+$16,760.9 
CAH Cardinal Health, Inc.
+0.96%
+$2,363.7 
VICI VICI Properties Inc.
+0.95%
+$1,695.6 
NOCT Innovator Growth-100 Power Buffer ETF - October
+0.87%
+$1,952.5 
JPM JPMorgan Chase & Co.
+0.85%
+$8,730.7 
FTI TechnipFMC plc
+0.84%
+$4,425 
SCHX Schwab U.S. Large-Cap ETF
+0.77%
+$5,181.39 
CAT Caterpillar Inc.
+0.76%
+$1,684.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.75%
+$2,365.92 
IVV iShares Core S&P 500 ETF
+0.75%
+$5,561.54 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.74%
+$7,477.14 
VOO Vanguard S&P 500 ETF
+0.74%
+$7,179.07 
VTI Vanguard Total Stock Market ETF
+0.74%
+$11,860.75 
FANG Diamondback Energy Inc.
+0.72%
+$4,440 
MCD McDonald's Corporation
+0.7%
+$1,811.24 
HLT Hilton Worldwide Holdings Inc.
+0.7%
+$19,428.5 
SPG Simon Property Group Inc.
+0.7%
+$3,424.95 
IWB iShares Russell 1000 ETF
+0.68%
+$1,407.5 
WRB W. R. Berkley Corporation
+0.61%
+$4,355.55 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.56%
+$5,836.8 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,128.23 
VB Vanguard Small-Cap ETF
+0.52%
+$1,392.68 
MKL Markel Group Inc.
+0.5%
+$5,719.14 
JUNW AllianzIM U.S. Equity Buffer20 Jun ETF
+0.47%
+$1,287 
LLY Eli Lilly and Company
+0.46%
+$3,778.51 
AXP American Express Company
+0.45%
+$857.68 
VTV Vanguard Morningstar Value ETF
+0.45%
+$1,629.96 
XOM ExxonMobil Holdings Corporation
+0.44%
+$2,694.03 
MAYW AllianzIM U.S. Equity Buffer20 May ETF
+0.42%
+$1,200 
BX Blackstone Inc.
+0.38%
+$1,298.7 
VEA Vanguard FTSE Developed Markets ETF
+0.38%
+$4,481.26 
ABBV AbbVie Inc.
+0.37%
+$1,276.54 
AMZN Amazon.com Inc
+0.36%
+$28,986.3 
COF Capital One Financial Corp.
+0.35%
+$6,080.9 
VBR Vanguard Small-Cap Value ETF
+0.34%
+$787.67 
IEFA iShares Core MSCI EAFE ETF
+0.34%
+$1,132.62 
KKR Korro Bio, Inc.
+0.3%
+$1,599.21 
CARR Carrier Global Corp.
+0.29%
+$6,065.4 
GLD SPDR Gold Shares
+0.29%
+$630.7 
IVE iShares S&P 500 Value ETF
+0.28%
+$20,446.76 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.27%
+$1,173.48 
SPBW AllianzIM Buffer20 Allocation ETF
+0.27%
+$782.22 
TRV The Travelers Companies, Inc.
+0.25%
+$7,662.62 
JAJL Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul
+0.23%
+$1,141 
CEF Sprott Physical Gold and Silver Trust
+0.19%
+$795.45 
WMT Walmart Inc.
+0.15%
+$913.35 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.15%
+$14,770.56 
BXMT Blackstone Mortgage Trust Inc Class A
+0.14%
+$2,208.96 
CLOX Eldridge AAA CLO ETF
+0.1%
+$6,473.12 
COST Costco Wholesale Corp
+0.08%
+$500.49 
JCPB JPMorgan Core Plus Bond ETF
+0.08%
+$531.89 
IBTH iShares iBonds Dec 2027 Term Treasury ETF
+0.07%
+$150 
BNDX Vanguard Total International Bond ETF
+0.06%
+$126.48 
AGG iShares Core U.S. Aggregate Bond ETF
+0.06%
+$230.78 
MSIF MSC Income Fund Inc.
+0.04%
+$72.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$15,220.02 
BN Brookfield Corporation
+0.03%
+$698.51 
BIV Vanguard Intermediate-Term Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 ZJUL
ZJUL
0%
$0 APOC
APOC
0%
$0 
MELI MercadoLibre Inc.
-8.18%
-$205,720.03 
DASH DoorDash, Inc. Class A Common Stock
-5.3%
-$50,526.63 
DG Dollar General Corp.
-3.65%
-$124,286.1 
GNLX Genelux Corporation
-3%
-$600 
HOOD Robinhood Markets Inc. Class A Common Stock
-2.12%
-$52,816.94 
Z Zillow Group Inc. Class C Capital Stock
-1.71%
-$33,632.19 
META Meta Platforms Inc Class A
-1.65%
-$40,163.85 
GHC Graham Holdings Co. Class B Common Stock
-1.4%
-$3,843.11 
UBER Uber Technologies Inc.
-1.34%
-$19,874.37 
PHG Koninklijke Philips N.V. ADR
-1.34%
-$30,645.36 
HCA HCA Healthcare, Inc.
-1.25%
-$26,924.52 
LEN Lennar Corp. Class A Common Stock
-1.12%
-$66,447.75 
GOOG Alphabet Inc
-1.08%
-$48,393 
VMI Valmont Industries, Inc.
-1.04%
-$23,181.4 
GOOGL Alphabet Inc
-0.99%
-$6,061.04 
TMDX TransMedics Group, Inc.
-0.99%
-$1,400 
SE Sea Limited Sponsored ADR
-0.97%
-$4,712.5 
V Visa Inc. Class A
-0.93%
-$3,983.3 
SCHW The Charles Schwab Corporation
-0.89%
-$24,998.22 
AAPL Apple Inc.
-0.87%
-$37,135.8 
NOW ServiceNow Inc.
-0.8%
-$10,209.01 
LEN-B Lennar Corporation
-0.75%
-$14,585.76 
STWD Starwood Property Trust, Inc.
-0.64%
-$13,218.96 
QXO QXO Inc.
-0.57%
-$6,976.68 
BA The Boeing Company
-0.56%
-$5,831.12 
VWO Vanguard FTSE Emerging Markets ETF
-0.55%
-$3,193.31 
DHI D.R. Horton, Inc.
-0.52%
-$6,812.64 
RPM RPM International Inc.
-0.47%
-$7,930.57 
MRP Millrose Properties, Inc.
-0.34%
-$5,020.16 
HD The Home Depot, Inc.
-0.29%
-$66,355.31 
BBUC Brookfield Business Corporation Class A Subordinate Voting Shares
-0.25%
-$553.14 
LH Labcorp Holdings Inc.
-0.16%
-$5,616.63 
SCHD Schwab U.S. Dividend Equity ETF
-0.16%
-$977.85 
NEE NextEra Energy Inc.
-0.15%
-$4,271.81 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-0.15%
-$3,330.21 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.11%
-$15,231.97 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$5,284.64 
BAC Bank of America Corporation
-0.06%
-$109.8 
PFXF VanEck Preferred Securities ex Financials ETF
-0.06%
-$2,962.5 
IBTI iShares iBonds Dec 2028 Term Treasury ETF
-0.05%
-$4,535.64 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.04%
-$2,354.12 Events
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Dividends
Dividend Analysis
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| Trades 3186 | Longs Won 1766/3186 55% | Profit Factor 2.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $279,027.83 |
| Average Win $56,776.54 | Best Trade (Dec 31) $9.7M | Sharpe Ratio -39.35 |
| Average Loss -$34,727 | Worst Trade (Oct 14) -$4.5M | Z-Score -11.21 (82.1%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $15,993.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,256 | $2.41M | $4.22M | - | $1.82M | 75.41% | -0.871% |
| ABBV AbbVie Inc. | 1,210 | $193,040.48 | $346,900.95 | - | $153,860.47 | 79.7% | +0.369% |
| ADEA Adeia Inc. | 8,950 | $111,848.13 | $193,946.5 | - | $82,098.37 | 73.4% | +2.217% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,196 | $417,228.66 | $402,878.94 | - | -$14,349.72 | -3.44% | +0.057% |
| AMAT Applied Materials Inc. | 6,126 | $1.17M | $2.39M | - | $1.22M | 103.89% | +3.345% |
| AMD Advanced Micro Devices Inc. | 275 | $159,750.24 | $146,500.75 | - | -$13,249.49 | -8.29% | +3.084% |
| AMZN Amazon.com Inc | 32,207 | $7.03M | $8.02M | - | $987,089.26 | 14.04% | +0.363% |
| APG APi Group Corporation Common Stock | 86,506 | $2.15M | $3.5M | - | $1.35M | 63.14% | +2.56% |
| APO Apollo Global Management Inc. | 22,282 | $2.72M | $2.55M | - | -$163,924.63 | -6.04% | +1.48% |
| APOC APOC | 10,025 | $263.45 | $263.45 | - | - | - | 0.0 |
| ARI Apollo Commercial Real Estate Finance, Inc. | 278,434 | $2.79M | $1.85M | - | -$936,466.23 | -33.57% | +3.66% |
| AVGO Broadcom Inc. | 2,057 | $552,774.66 | $679,735.65 | - | $126,960.99 | 22.97% | +2.726% |
| AXP American Express Company | 604 | $204,303 | $190,042.56 | - | -$14,260.44 | -6.98% | +0.453% |
| BA The Boeing Company | 5,501 | $1.04M | $1.03M | - | -$11,565.69 | -1.11% | -0.563% |
| BAC Bank of America Corporation | 3,660 | $208,546.8 | $184,939.8 | - | -$23,607 | -11.32% | -0.059% |
| BBUC Brookfield Business Corporation Class A Subordinate Voting Shares | 7,902 | $247,651.11 | $219,201.48 | - | -$28,449.63 | -11.49% | -0.252% |
| BIV Vanguard Intermediate-Term Bond ETF | 11,523 | $891,172.66 | $851,895.39 | - | -$39,277.27 | -4.41% | 0.0 |
| BN Brookfield Corporation | 69,851 | $2.26M | $2.65M | - | $388,162.19 | 17.14% | +0.026% |
| BNDX Vanguard Total International Bond ETF | 4,517 | $218,149.66 | $213,464.39 | - | -$4,685.27 | -2.15% | +0.059% |
| BRK-B Berkshire Hathaway Inc. | 3,101 | $1.47M | $1.7M | - | $231,405.72 | 15.78% | +0.997% |
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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. Class A Common Stock - $28.99M, WisdomTree Floating Rate Treasury Fund - $5.84M, Applied Materials Inc - $2.33M, Oracle Corporation - $2.32M, and The Home Depot, Inc - $2.08M. 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 Corp. Class A Common Stock - $2.87M, Illumina Inc - $1.15M, IQVIA Holdings Inc - $991,106.83, RH Inc - $976,740.59, and United Parcel Service, Inc. Class B Common Stock - $950,035.28. 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 $28.18M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $5.85M, The Home Depot, Inc - $3.33M, Apollo Commercial Real Estate Finance, Inc - $1.4M, VanEck Preferred Securities ex Financials ETF - $1.16M, and Starwood Property Trust, Inc - $1.08M. 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.
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