BM
Brian Mann Portfolio
Invests via Mann Financial Group Inc. | Managed by Brian Mann
Invests via Mann Financial Group Inc.
Managed by Brian Mann
Automatically Tracked
Seasoned media operator and early-stage investor focused on digital content, audience monetization and subscription businesses. Brian Mann blends operating leadership across product, editorial and commercial functions with angel and seed-stage investing, advising startups on growth, go-to-market and monetization strategies. Known for board and operating roles that bridge newsroom and revenue, frequently involved in roll-up and platform plays for niche media and newsletter verticals.
Seasoned media operator and early-stage investor focused on digital content, audience monetization and subscription businesses. Brian Mann blends operating leadership across product, editorial and commercial functions with angel and seed-stage investing, advising startups on growth, go-to-market and monetization strategies. Known for board and operating roles that bridge newsroom and revenue, frequently involved in roll-up and platform plays for niche media and newsletter verticals.
Investment Philosophy & Strategy
Experienced operator-investor who targets early-stage digital media and subscription-driven businesses, prioritizing durable audience economics and clear monetization paths. Prefers seed and angel stakes in founder-led teams where editorial-product-commercial alignment accelerates retention and ARPU growth. Capital is allocated with a bias toward roll-up platforms and vertical newsletter models, combining active board involvement, product-led growth playbooks, and staged follow-on checks. Risk discipline emphasizes unit economics, diversified revenue mix, and repeatable customer acquisition channels.
Experienced operator-investor who targets early-stage digital media and subscription-driven businesses, prioritizing durable audience economics and clear monetization paths. Prefers seed and angel stakes in founder-led teams where editorial-product-commercial alignment accelerates retention and ARPU growth. Capital is allocated with a bias toward roll-up platforms and vertical newsletter models, combining active board involvement, product-led growth playbooks, and staged follow-on checks. Risk discipline emphasizes unit economics, diversified revenue mix, and repeatable customer acquisition channels.
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:
11.32%
Gain -0.68%
Monthly
1.33%
Yearly
11.32%
Drawdown
9.38%
$117.66M
Equity
Holdings
$117.66M
Investment
$106.15M
$11.95M
Profit -$800,200.4
Realized
$446,281.64
Unrealized
$11.5M
Dividends
$1.07M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$800,200.4
Win %
77%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$326,893.36
Win %
77%
This Month
Compared to last month
Gain
-0.28%
Profit
-$326,893.36
Win %
77%
This Year
Compared to last year
Gain
7.37%
Profit
$11.41M
Win %
77%
DE Deere & Company
+1.65%
+$12,655.84 
OXY Occidental Petroleum Corporation
+0.96%
+$3,729 
XMHQ Invesco S&P MidCap Quality ETF
+0.52%
+$22,888.45 
TSLA Tesla, Inc.
0%
+$9.84 
PULS PGIM Ultra Short Bond ETF
0%
$0 
APLD Applied Digital Corporation
-6.58%
-$39,816 
NVDA NVIDIA Corporation
-3.55%
-$14,042.16 
MSFT Microsoft Corp.
-3.11%
-$26,013.12 
VZ Verizon Communications Inc.
-2.54%
-$5,723.86 
AMZN Amazon.com Inc
-2.53%
-$10,692.5 
AAPL Apple Inc.
-1.57%
-$4,801.68 
IEMG iShares Core MSCI Emerging Markets ETF
-1.34%
-$51,429.15 
CGXU Capital Group International Focus Equity ETF
-1.14%
-$15,871.92 
GEV GE Vernova Inc.
-1.05%
-$4,202.4 
IJR iShares Core S&P Small-Cap ETF
-0.91%
-$25,419.67 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.91%
-$12,245.48 
GE General Electric Company
-0.87%
-$3,324.75 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$195,124 
CGGR Capital Group Growth ETF
-0.77%
-$14,508.75 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$1,855.35 
IVV iShares Core S&P 500 ETF
-0.71%
-$324,480.98 
USMV iShares MSCI USA Min Vol Factor ETF
-0.68%
-$43,532.28 
CGDV Capital Group Dividend Value ETF
-0.55%
-$6,639.84 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$2,793.37 
QQQ Invesco QQQ Trust
-0.26%
-$5,945.55 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.26%
-$1,352.8 
HTRB Hartford Total Return Bond ETF
-0.25%
-$2,607.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.19%
-$25,619.22 
XRPN Armada Acquisition Corp. II
-0.1%
-$124.5 
IJH iShares Core S&P Mid-Cap ETF
-0.09%
-$1,222.52 
OTTR Otter Tail Corporation
-0.04%
-$93.87 Events
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Dividends
Dividend Analysis
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| Trades 88 | Longs Won 58/88 65% | Profit Factor 10.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $701,969.41 |
| Average Win $227,215.66 | Best Trade (Jun 02) $6.62M | Sharpe Ratio 0.86 |
| Average Loss -$40,965.06 | Worst Trade (Dec 31) -$741,969.77 | Z-Score 5.01 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 3d | Expectancy $135,790.41 |
| 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% | 0.11% |
| Consecutive Losing Trades | 2,874 | 2,586 | 2,299 | 2,011 | 1,724 | 1,437 | 1,149 | 862 | 575 | 287 |
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Returns
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Option values are updated at end of day.
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