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:
47.67%
Gain -0.11%
Monthly
1.33%
Yearly
17.21%
Drawdown
38.84%
$258.58M
Equity
Holdings
$258.58M
Investment
$179.28M
$82.5M
Profit -$280,935.18
Realized
$3.2M
Unrealized
$79.3M
Dividends
$3.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$280,935.18
Win %
67%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$241,590.61
Win %
67%
This Month
Compared to last month
Gain
-1.01%
Profit
-$2.63M
Win %
67%
This Year
Compared to last year
Gain
40.81%
Profit
$75.06M
Win %
66%
GEV GE Vernova Inc.
+3.73%
+$35,936.07 
HLIT Harmonic Inc.
+2.9%
+$557,531.1 
NVEC Nve Corp.
+2.7%
+$214,203.11 
JPM JPMorgan Chase & Co.
+2.31%
+$10,512.42 
ALLT Allot Ltd.
+2.22%
+$27,980.48 
ACIU Acimmune SA
+2.21%
+$500 
AXP American Express Company
+2.18%
+$18,382.75 
KMI Kinder Morgan, Inc.
+1.85%
+$39,519.46 
OKE ONEOK, Inc.
+1.56%
+$35,649.33 
GLW Corning Incorporated
+1.5%
+$26,216.45 
MET MetLife Inc.
+1.44%
+$32,150.16 
ADI Analog Devices, Inc.
+1.37%
+$200,980.94 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.36%
+$629,807.5 
TXN Texas Instruments Inc
+1.35%
+$190,917.84 
SPGI S&P Global Inc.
+1.35%
+$11,140 
BRT BRT Apartments Corp.
+1.14%
+$26,473.25 
NSC Norfolk Southern Corporation
+1.09%
+$4,833.4 
CEVA Ceva Inc.
+1.08%
+$68,902.33 
JNJ Johnson & Johnson
+1.07%
+$35,984.18 
MDWD MediWound Ltd.
+0.92%
+$26,000.65 
TDAY USA TODAY Co., Inc.
+0.91%
+$55,810.65 
MRAM Everspin Technologies Inc.
+0.87%
+$2,281.02 
APYX Apyx Medical Corporation
+0.86%
+$41,642.8 
GE General Electric Company
+0.76%
+$16,014.7 
ECL Ecolab Inc.
+0.68%
+$1,703.46 
MPLX MPLX LP
+0.67%
+$3,664.72 
DOW Dow Inc.
+0.65%
+$3,647.38 
CCAP Crescent Capital BDC, Inc.
+0.63%
+$1,964.2 
NAGE Niagen Bioscience Inc.
+0.58%
+$2,762.04 
GOOGL Alphabet Inc
+0.53%
+$5,997.4 
PDFS Pdf Solutions Inc.
+0.45%
+$137,136.07 
GOOG Alphabet Inc
+0.45%
+$2,020.79 
ARAY Accuray Incorporated
+0.38%
+$852.39 
DMRC Digimarc Corporation
+0.35%
+$31,170.2 
XOM Exxon Mobil Corporation
+0.28%
+$941.62 
RITM-PD Rithm Capital Corp.
+0.24%
+$2,450.4 
NTNX Nutanix, Inc.
+0.2%
+$4,688.9 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$7,309.4 
LNTH Lantheus Holdings, Inc.
+0.19%
+$6,435.8 
PFE Pfizer Inc.
+0.15%
+$924.64 
MSFT Microsoft Corp.
+0.1%
+$2,304.8 
QUIK QuickLogic Corporation
+0.05%
+$123.03 
88554DAD8
0%
$0 
AMX
0%
$0 
BHST Bioharvest Sciences Inc.
0%
$0 
CTA-PA EIDP, Inc.
0%
$0 
JW-A John Wiley & Sons, Inc.
0%
$0 
TACT TransAct Technologies Inc.
-6.36%
-$201,000.86 
SOPH Sophia Genetics SA
-6.15%
-$16,630.4 
VNRX VolitionRx Limited
-5.48%
-$1,004.86 
PTC PTC Inc.
-3.98%
-$341,785.86 
KOPN Kopin Corporation
-3.7%
-$249,028.44 
NEO NeoGenomics Inc.
-2.79%
-$13,017.6 
DRS Leonardo DRS, Inc.
-2.33%
-$8,224.4 
OXSQ Oxford Square Capital Corp.
-2.17%
-$3,201.3 
AAPL Apple Inc.
-1.52%
-$16,200 
IBM International Business Machines Corporation
-0.95%
-$40,368.87 
PATH Uipath Inc.
-0.94%
-$2,849 
DDD 3D Systems Corporation
-0.83%
-$66,347.8 
PHAR Pharming Group N.V. - ADR
-0.58%
-$3,356.03 
GSIT GSI Technology Inc.
-0.5%
-$31,428.24 
TT Trane Technologies plc
-0.41%
-$3,496.5 
KRNT Kornit Digital Ltd.
-0.38%
-$21,583.38 
RBBN Ribbon Communications Inc.
-0.37%
-$4,381.23 
GBDC Golub Capital BDC, Inc.
-0.3%
-$6,091.08 
CGNT Cognyte Software Ltd.
-0.23%
-$3,279.94 
FTCA Franklin California Municipal Income ETF
-0.14%
-$230.5 
EPD Enterprise Products Partners L.P.
-0.08%
-$1,874.4 Events
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Dividends
Dividend Analysis
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| Trades 448 | Longs Won 299/448 66% | Profit Factor 4.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.33M |
| Average Win $359,394.08 | Best Trade (Jun 14) $19.98M | Sharpe Ratio -8.04 |
| Average Loss -$167,483.02 | Worst Trade (Jun 14) -$10.61M | Z-Score 4.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m | Expectancy $184,160.4 |
| 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% | 0.34% |
| Consecutive Losing Trades | 1,543 | 1,389 | 1,235 | 1,080 | 926 | 772 | 617 | 463 | 309 | 154 |
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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