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:
40.7%
Gain -3.94%
Monthly
1.06%
Yearly
13.5%
Drawdown
35.93%
$219.94M
Equity
Holdings
$219.94M
Investment
$167.57M
$42.12M
Profit -$6.33M
Realized
-$10.25M
Unrealized
$52.38M
Dividends
$3.76M
Goals
Avg. 13% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-3.94%
Profit
-$6.33M
Win %
64%
This Week
Compared To Last Week
Gain
0.58%
Profit
$1.27M
Win %
64%
This Month
Compared to last month
Gain
0.28%
Profit
$606,314.74
Win %
64%
This Year
Compared to last year
Gain
-14.86%
Profit
-$38.41M
Win %
63%
OXSQ Oxford Square Capital Corp.
+7.64%
+$11,738.1 
GOOG Alphabet Inc
+6.88%
+$29,011.11 
GOOGL Alphabet Inc
+6.73%
+$77,296.8 
TACT TransAct Technologies Inc.
+6.15%
+$170,833.5 
TT Trane Technologies plc
+3.33%
+$27,139.52 
PATH Uipath Inc.
+3.15%
+$26,067.6 
MSFT Microsoft Corp.
+3.02%
+$78,478.38 
HLIT Harmonic Inc.
+2.94%
+$432,054.81 
NAGE Niagen Bioscience Inc.
+2.41%
+$11,248.16 
GLW Corning Incorporated
+2.24%
+$20,391.9 
OKE ONEOK, Inc.
+1.95%
+$44,625.78 
QUIK QuickLogic Corporation
+1.86%
+$2,832.72 
CGNT Cognyte Software Ltd.
+1.82%
+$26,479.52 
KMI Kinder Morgan, Inc.
+1.64%
+$35,431.24 
KRNT Kornit Digital Ltd.
+1.47%
+$85,726.52 
MPLX MPLX LP
+1.46%
+$8,100.96 
GE General Electric Company
+1.42%
+$32,131.63 
ALLT Allot Ltd.
+1.33%
+$17,691.8 
NVEC Nve Corp.
+1.26%
+$100,369 
MRCY Mercury Systems Inc.
+1.18%
+$1,921 
MTSI MACOM Technology Solutions Holdings, Inc.
+1.1%
+$326,779.8 
DRS Leonardo DRS, Inc.
+0.94%
+$3,048.69 
RBBN Ribbon Communications Inc.
+0.94%
+$8,376.46 
BHST Bioharvest Sciences Inc.
+0.94%
+$1,154.46 
IBM International Business Machines Corporation
+0.86%
+$29,669.63 
GEV GE Vernova Inc.
+0.85%
+$8,858.46 
CCAP Crescent Capital BDC, Inc.
+0.74%
+$2,364.8 
PTC PTC Inc.
+0.66%
+$65,129.4 
DMRC Digimarc Corporation
+0.61%
+$31,936.88 
ASPI ASP Isotopes Inc.
+0.5%
+$248.8 
MRAM Everspin Technologies Inc.
+0.48%
+$725.34 
NSC Norfolk Southern Corporation
+0.46%
+$2,216.53 
PFE Pfizer Inc.
+0.4%
+$2,328.3 
JPM JPMorgan Chase & Co.
+0.27%
+$1,460.76 
JNJ Johnson & Johnson
+0.21%
+$7,561.51 
ADI Analog Devices, Inc.
+0.2%
+$26,646.3 
MDWD MediWound Ltd.
+0.14%
+$4,562.74 
FTCA Franklin California Municipal Income ETF
+0.14%
+$230.5 
AMX América Móvil, S.A.B. de C.V.
+0.12%
+$464.76 
RITM Rithm Capital Corp.
+0.1%
+$447.4 8855
88554DAD8
0%
$0 
CTVA Corteva Inc.
-11.9%
-$156,526.75 
VNRX VolitionRx Limited
-10%
-$1,001.6 
ACIU Acimmune SA
-7.59%
-$1,800 
AAPL Apple Inc.
-7.35%
-$88,272 
ARAY Accuray Incorporated
-6.9%
-$13,178.29 
PHAR Pharming Group N.V. - ADR
-6.23%
-$27,836.49 
GSIT GSI Technology Inc.
-3.94%
-$180,160.38 
NEO NeoGenomics Inc.
-3.71%
-$22,998.2 
DDD 3D Systems Corporation
-2.22%
-$167,335.2 
KOPN Kopin Corporation
-1.68%
-$78,134.52 
SOPH SOPHiA GENETICS SA
-1.56%
-$6,018.21 
LNTH Lantheus Holdings, Inc.
-1.35%
-$43,763.44 
BRT BRT Apartments Corp.
-1.26%
-$29,936.02 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.13%
-$41,745.38 
TXN Texas Instruments Inc
-1.08%
-$143,124.79 
INTC Intel Corporation
-1.02%
-$1,953 
XOM Exxon Mobil Corporation
-0.97%
-$3,557.25 
MET MetLife Inc.
-0.97%
-$24,330.02 
SPGI S&P Global Inc.
-0.74%
-$6,140.02 
CEVA Ceva Inc.
-0.73%
-$33,349.68 
ECL Ecolab Inc.
-0.61%
-$1,636.47 
WLY John Wiley & Sons Inc.
-0.55%
-$2,351.9 
APYX Apyx Medical Corporation
-0.48%
-$20,792.82 
NTNX Nutanix, Inc.
-0.42%
-$11,763.83 
AXP American Express Company
-0.38%
-$3,359.12 
TDAY USA TODAY Co., Inc.
-0.23%
-$15,860.56 
EPD Enterprise Products Partners L.P.
-0.18%
-$4,373.66 
PDFS Pdf Solutions Inc.
-0.13%
-$27,949.38 
GBDC Golub Capital BDC, Inc.
-0.08%
-$1,559.44 Events
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Dividends
Dividend Analysis
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No Data
| Trades 497 | Longs Won 313/497 62% | Profit Factor 2.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $946,699.02 |
| Average Win $238,893.82 | Best Trade (Aug 17) $14.77M | Sharpe Ratio -45.22 |
| Average Loss -$177,999.38 | Worst Trade (Jun 29) -$13.35M | Z-Score 4.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $84,754.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.27% |
| Consecutive Losing Trades | 1,236 | 1,112 | 989 | 865 | 742 | 618 | 494 | 371 | 247 | 124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 8855 88554DAD8 | 1.7M | $1.39M | $1.29M | - | -$101,320.86 | -7.27% | 0.0 |
| AAPL Apple Inc. | 3,600 | $699,318.27 | $1.11M | - | $412,757.73 | 59.02% | -7.354% |
| ACIU Acimmune SA | 10,000 | $39,900 | $21,900 | - | -$18,000 | -45.11% | -7.595% |
| ADI Analog Devices, Inc. | 36,009 | $8.15M | $13.23M | - | $5.08M | 62.24% | +0.202% |
| ALLT Allot Ltd. | 176,918 | $844,745.52 | $1.35M | - | $501,600.46 | 59.38% | +1.332% |
| AMX América Móvil, S.A.B. de C.V. | 15,492 | $220,296 | $392,722.2 | - | $172,426.2 | 78.27% | +0.118% |
| APYX Apyx Medical Corporation | 1.04M | $2.53M | $4.26M | - | $1.73M | 68.2% | -0.485% |
| ARAY Accuray Incorporated | 658,915 | $1.47M | $177,907.06 | - | -$1.29M | -87.91% | -6.897% |
| ASPI ASP Isotopes Inc. | 12,440 | $87,826.4 | $49,760 | - | -$38,066.4 | -43.34% | +0.503% |
| AXP American Express Company | 2,645 | $854,839.14 | $889,381.25 | - | $34,542.11 | 4.04% | -0.376% |
| BHST Bioharvest Sciences Inc. | 57,723 | $202,449.76 | $124,681.68 | - | -$77,768.08 | -38.41% | +0.935% |
| BRT BRT Apartments Corp. | 157,558 | $2.62M | $2.35M | - | -$266,357.08 | -10.18% | -1.258% |
| CCAP Crescent Capital BDC, Inc. | 29,560 | $460,003.14 | $323,090.8 | - | -$136,912.34 | -29.76% | +0.737% |
| CEVA Ceva Inc. | 138,957 | $3.2M | $4.54M | - | $1.34M | 41.84% | -0.73% |
| CGNT Cognyte Software Ltd. | 165,497 | $1.24M | $1.48M | - | $240,547.42 | 19.41% | +1.822% |
| CTVA Corteva Inc. | 14,725 | $932,583.18 | $1.16M | - | $226,421.57 | 24.28% | -11.898% |
| DDD 3D Systems Corporation | 2.79M | $9.57M | $7.36M | - | -$2.21M | -23.05% | -2.222% |
| DMRC Digimarc Corporation | 798,422 | $7.6M | $5.24M | - | -$2.36M | -31.09% | +0.613% |
| DRS Leonardo DRS, Inc. | 7,090 | $146,979.61 | $326,494.49 | - | $179,514.88 | 122.14% | +0.943% |
| ECL Ecolab Inc. | 957 | $242,618.71 | $265,691.91 | - | $23,073.2 | 9.51% | -0.612% |
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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 - $882,698.73, Corning Incorporated - $861,764.22, Texas Instruments Inc - $578,023.87, and Nve Corp - $567,033.06. 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 $3.76M earned over time. The largest contributors to dividend income include Nve Corp - $556,369, Texas Instruments Inc - $518,333.76, Enterprise Products Partners L.P - $350,702, Golub Capital BDC, Inc - $280,419.41, and ONEOK, Inc - $270,982.23. 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.
