Jeffrey M Bernstein Portfolio
Invests via Silverberg Bernstein Capital Management LLC | Managed by Jeffrey Milton Bernstein, Irwin Warren Silverberg
Invests via Silverberg Bernstein Capital Management LLC
Managed by Jeffrey Milton Bernstein, Irwin Warren Silverberg
Automatically Tracked
Jeffrey M Bernstein Profile
Senior investor and operating executive focused on capital markets, corporate finance and value-oriented investing. Jeffrey M Bernstein is known for leading investment teams and directing portfolio strategy across public and private assets, with emphasis on fundamental research, risk management and portfolio construction. Active in deal sourcing, board engagement and restructuring assignments, the profile suits roles in asset management, private equity or strategic advisory.
Senior investor and operating executive focused on capital markets, corporate finance and value-oriented investing. Jeffrey M Bernstein is known for leading investment teams and directing portfolio strategy across public and private assets, with emphasis on fundamental research, risk management and portfolio construction. Active in deal sourcing, board engagement and restructuring assignments, the profile suits roles in asset management, private equity or strategic advisory.
Investment Philosophy & Strategy
Experienced value-oriented investor who emphasizes fundamental research, disciplined capital allocation and active portfolio construction across public and private markets. Prefers undervalued or dislocated opportunities in financials, industrials and corporate restructurings, blending event-driven and long-term value time horizons. Allocates capital with clear risk limits, concentrated high-conviction positions alongside hedged opportunistic sleeves. Operating edge derives from hands-on corporate finance experience, board engagement and restructuring playbooks used to unlock value. Decisions are data-driven, governance-focused and bias toward liquidity-aware, return-on-capital outcomes.
Experienced value-oriented investor who emphasizes fundamental research, disciplined capital allocation and active portfolio construction across public and private markets. Prefers undervalued or dislocated opportunities in financials, industrials and corporate restructurings, blending event-driven and long-term value time horizons. Allocates capital with clear risk limits, concentrated high-conviction positions alongside hedged opportunistic sleeves. Operating edge derives from hands-on corporate finance experience, board engagement and restructuring playbooks used to unlock value. Decisions are data-driven, governance-focused and bias toward liquidity-aware, return-on-capital outcomes.
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:
39.88%
Gain -7%
Monthly
1.1%
Yearly
14%
Drawdown
35.93%
$219.31M
Equity
Holdings
$219.31M
Investment
$167.57M
$41.5M
Profit -$10.02M
Realized
-$10.24M
Unrealized
$51.74M
Dividends
$3.48M
Goals
Avg. 12% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-7%
Profit
-$10.02M
Win %
61%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$1.96M
Win %
61%
This Month
Compared to last month
Gain
-14.72%
Profit
-$37.86M
Win %
61%
This Year
Compared to last year
Gain
-15.11%
Profit
-$39.04M
Win %
61%
GSIT GSI Technology Inc.
+11.04%
+$481,733.19 
MRAM Everspin Technologies Inc.
+10.57%
+$15,802.05 
QUIK QuickLogic Corporation
+8.75%
+$13,101.33 
ASPI ASP Isotopes Inc.
+8.48%
+$4,105.2 
PDFS Pdf Solutions Inc.
+8.43%
+$1.92M 
KOPN Kopin Corporation
+7.56%
+$371,138.97 
CEVA Ceva Inc.
+7.23%
+$375,183.9 
INTC Intel Corporation
+6.76%
+$13,776 
RBBN Ribbon Communications Inc.
+5.92%
+$52,352.87 
GLW Corning Incorporated
+5.28%
+$54,379.07 
MTSI MACOM Technology Solutions Holdings, Inc.
+5.07%
+$1.64M 
APYX Apyx Medical Corporation
+5.04%
+$213,126.4 
MRCY Mercury Systems Inc.
+4.68%
+$7,531 
DDD 3D Systems Corporation
+4.37%
+$320,725.8 
NVEC Nve Corp.
+4.03%
+$236,040.2 
TXN Texas Instruments Inc
+3.17%
+$426,765.43 
DMRC Digimarc Corporation
+3.12%
+$151,620.34 
DRS Leonardo DRS, Inc.
+2.95%
+$9,287.9 
ADI Analog Devices, Inc.
+2.78%
+$373,413.33 
HLIT Harmonic Inc.
+2.74%
+$432,054.81 
VNRX VolitionRx Limited
+2.65%
+$375.6 
NEO NeoGenomics Inc.
+2.32%
+$12,863.4 
XOM Exxon Mobil Corporation
+2.09%
+$7,207.52 
SOPH SOPHiA GENETICS SA
+2.05%
+$8,692.97 
CCAP Crescent Capital BDC, Inc.
+1.92%
+$6,207.6 
JPM JPMorgan Chase & Co.
+1.34%
+$7,070.7 
ACIU Acimmune SA
+1.3%
+$293 
LNTH Lantheus Holdings, Inc.
+1.28%
+$42,958.96 
NAGE Niagen Bioscience Inc.
+1.21%
+$5,750.62 
TDAY USA TODAY Co., Inc.
+1.13%
+$75,337.66 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.05%
+$33,917.97 
JNJ Johnson & Johnson
+0.83%
+$29,604.03 
GBDC Golub Capital BDC, Inc.
+0.73%
+$14,814.68 
GEV GE Vernova Inc.
+0.64%
+$7,355.36 
PFE Pfizer Inc.
+0.59%
+$3,376.03 
TACT TransAct Technologies Inc.
+0.58%
+$17,083.35 
AAPL Apple Inc.
+0.58%
+$6,786 
KRNT Kornit Digital Ltd.
+0.53%
+$31,173.28 
CTVA Corteva Inc.
+0.47%
+$6,037.25 
RITM Rithm Capital Corp.
+0.43%
+$1,789.6 
GE General Electric Company
+0.36%
+$7,857.24 
TT Trane Technologies plc
+0.21%
+$1,785.25 
ALLT Allot Ltd.
+0.12%
+$1,769.18 
EPD Enterprise Products Partners L.P.
+0.03%
+$624.8 
88554DAD8
0%
$0 
OXSQ Oxford Square Capital Corp.
0%
$0 
BHST Bioharvest Sciences Inc.
-4.06%
-$6,349.53 
SPGI S&P Global Inc.
-2.82%
-$25,280 
PTC PTC Inc.
-1.79%
-$162,099.84 
NTNX Nutanix, Inc.
-1.75%
-$45,408.07 
MDWD MediWound Ltd.
-1.69%
-$56,121.7 
OKE ONEOK, Inc.
-1.63%
-$39,111.68 
IBM International Business Machines Corporation
-1.39%
-$46,135.98 
PATH Uipath Inc.
-1.37%
-$11,148.91 
KMI Kinder Morgan, Inc.
-1.29%
-$28,617.54 
ECL Ecolab Inc.
-1.02%
-$2,622.18 
MPLX MPLX LP
-0.77%
-$4,242.4 
GOOGL Alphabet Inc
-0.74%
-$8,909.6 
GOOG Alphabet Inc
-0.73%
-$3,258.53 
BRT BRT Apartments Corp.
-0.66%
-$15,755.8 
MSFT Microsoft Corp.
-0.63%
-$14,693.1 
MET MetLife Inc.
-0.59%
-$14,235.65 
CGNT Cognyte Software Ltd.
-0.46%
-$6,619.88 
ARAY Accuray Incorporated
-0.4%
-$658.91 
AXP American Express Company
-0.3%
-$2,803.7 
NSC Norfolk Southern Corporation
-0.28%
-$1,315.6 
WLY John Wiley & Sons Inc.
-0.27%
-$1,094.85 
PHAR Pharming Group N.V. - ADR
-0.23%
-$1,246.41 
FTCA Franklin California Municipal Income ETF
-0.2%
-$345.75 
AMX América Móvil, S.A.B. de C.V.
-0.19%
-$774.6 Events
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Dividends
Dividend Analysis
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| Trades 497 | Longs Won 305/497 61% | Profit Factor 2.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $948,400.45 |
| Average Win $249,827.35 | Best Trade (Jul 22) $12.66M | Sharpe Ratio -45.21 |
| Average Loss -$181,233.18 | Worst Trade (Jun 29) -$13.35M | Z-Score 3.02 (99.74%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $83,504.82 |
| 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% | 1.38% |
| Consecutive Losing Trades | 1,211 | 1,090 | 969 | 847 | 726 | 605 | 484 | 363 | 242 | 121 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Jeffrey M Bernstein?
The largest contributions to the portfolio's profits come from the following stocks: MACOM Technology Solutions Holdings, Inc - $1.65M, Microsoft Corp - $877,455.31, Corning Incorporated - $861,764.22, Texas Instruments Inc - $510,727.23, and Nve Corp - $497,813.06. 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: DMRC - $15.78M, VolitionRx Limited - $121,997.85, TransAct Technologies Inc - $111,752.54, Apyx Medical Corporation - $63,575.67, and Accuray Incorporated - $44,313.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffrey M Bernstein's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.48M earned over time. The largest contributors to dividend income include Nve Corp - $487,149, Texas Instruments Inc - $451,037.12, Enterprise Products Partners L.P - $315,713.2, Golub Capital BDC, Inc - $280,419.41, and BRT Apartments Corp - $269,245.75. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffrey M Bernstein's monthly returns?
Jeffrey M Bernstein's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Jeffrey M Bernstein's strategy be considered aggressive or moderate?
Jeffrey M Bernstein'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 Jeffrey M Bernstein's strategy?
Jeffrey M Bernstein'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.
