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:
11.84%
Gain +0.53%
Monthly
0.9%
Yearly
11.35%
Drawdown
4.39%
$126.5M
Equity
Holdings
$126.5M
Investment
$115.06M
$12.3M
Profit +$620,918.49
Realized
$864,751.53
Unrealized
$11.44M
Dividends
$2.13M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.53%
Profit
$620,918.49
Win %
65%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$504,743.38
Win %
65%
This Month
Compared to last month
Gain
0.69%
Profit
$868,012.34
Win %
65%
This Year
Compared to last year
Gain
0.43%
Profit
$865,064.35
Win %
69%
QXO Qxo Inc.
+8.23%
+$11,547.25 
DX Dynex Capital Inc.
+2.58%
+$7,764.4 
GE General Electric Company
+1.62%
+$4,825.63 
VB Vanguard Small-Cap ETF
+1.46%
+$9,789.83 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$28,836 
XMHQ Invesco S&P MidCap Quality ETF
+1.28%
+$56,642.16 
MSFT Microsoft Corp.
+1.08%
+$11,408 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$13,489.98 
VO Vanguard Mid-Cap ETF
+1.01%
+$7,998.73 
USMV iShares MSCI USA Min Vol Factor ETF
+0.94%
+$48,702.7 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.9%
+$20,253.6 
VTV Vanguard Value ETF
+0.83%
+$4,128.48 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$185,502 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$18,056.5 
CGGR Capital Group Growth ETF
+0.7%
+$8,638.41 
FBND Fidelity Total Bond ETF
+0.67%
+$3,997.94 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$59,943.41 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$1,825.74 
CGCP Capital Group Core Plus Income ETF
+0.52%
+$2,393.93 
CGDV Capital Group Dividend Value ETF
+0.51%
+$4,315.25 
HTRB Hartford Total Return Bond ETF
+0.47%
+$3,180.15 
CGXU Capital Group International Focus Equity ETF
+0.46%
+$2,956.35 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.42%
+$2,615.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$977.91 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.32%
+$6,516.8 
APLD Applied Digital Corporation
+0.32%
+$715 
SCYB Schwab High Yield Bond ETF
+0.32%
+$1,919.36 
OTTR Otter Tail Corporation
+0.31%
+$876.12 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,201.99 
AMZN Amazon.com Inc
+0.27%
+$1,306.94 
IVV iShares Core S&P 500 ETF
+0.27%
+$134,088.84 
IAGG iShares International Aggregate Bond Fund
+0.2%
+$573.8 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$223.26 
DE Deere & Company
+0.04%
+$385.09 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.04%
+$321.75 
SCUS Schwab Ultra-Short Income ETF
+0.04%
+$133.53 
AACIU Armada Acquisition Corp. III
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
NVDA NVIDIA Corporation
-1.84%
-$7,321.93 
CAT Caterpillar Inc.
-1.78%
-$8,444.2 
GEV GE Vernova Inc.
-1.63%
-$4,602.01 
TSLA Tesla, Inc.
-1.29%
-$2,902.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$20,345.75 
AVEM Avantis Emerging Markets Equity ETF
-0.68%
-$1,618.82 
AAPL Apple Inc.
-0.28%
-$933.12 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$3,871.29 
VZ Verizon Communications Inc.
-0.04%
-$206.62 Events
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Dividends
Dividend Analysis
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| Trades 153 | Longs Won 97/153 63% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $613,892.99 |
| Average Win $147,849.13 | Best Trade (Oct 16) $7.31M | Sharpe Ratio 0.87 |
| Average Loss -$36,441.39 | Worst Trade (Dec 31) -$741,969.77 | Z-Score 3.58 (99.97%) |
| Commissions $0 | Avg. Trade Length 5m 1w 2d | Expectancy $80,396.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.34% |
| Consecutive Losing Trades | 3,472 | 3,125 | 2,778 | 2,431 | 2,083 | 1,736 | 1,389 | 1,042 | 694 | 347 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AACIU Armada Acquisition Corp. III | 12,450 | $128,366.12 | $129,853.5 | - | $1,487.38 | 1.16% | 0.0 |
| AAPL Apple Inc. | 972 | $247,512.43 | $332,424 | - | $84,911.57 | 34.31% | -0.28% |
| AGG iShares Core U.S. Aggregate Bond ETF | 101,599 | $10.09M | $9.69M | - | -$392,189.27 | -3.89% | +0.622% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 32,175 | $824,001.75 | $808,879.5 | - | -$15,122.25 | -1.84% | +0.04% |
| AMZN Amazon.com Inc | 1,922 | $413,376.34 | $489,648.7 | - | $76,272.36 | 18.45% | +0.268% |
| APLD Applied Digital Corporation | 11,000 | $261,455.33 | $224,290 | - | -$37,165.33 | -14.21% | +0.32% |
| AVEM Avantis Emerging Markets Equity ETF | 2,611 | $245,486 | $236,034.4 | - | -$9,451.6 | -3.85% | -0.681% |
| CAT Caterpillar Inc. | 633 | $513,230 | $465,660.13 | - | -$47,569.87 | -9.27% | -1.781% |
| CGCP Capital Group Core Plus Income ETF | 21,763 | $486,185.67 | $466,381.09 | - | -$19,804.58 | -4.07% | +0.516% |
| CGDV Capital Group Dividend Value ETF | 17,261 | $738,529.35 | $852,520.79 | - | $113,991.44 | 15.43% | +0.509% |
| CGGR Capital Group Growth ETF | 26,177 | $1.05M | $1.25M | - | $195,673.5 | 18.59% | +0.697% |
| CGXU Capital Group International Focus Equity ETF | 19,709 | $581,218.47 | $652,762.08 | - | $71,543.61 | 12.31% | +0.455% |
| DE Deere & Company | 1,328 | $747,955.96 | $864,089.73 | - | $116,133.77 | 15.53% | +0.045% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 3,381 | $328,768 | $336,341.88 | - | $7,573.88 | 2.3% | +0.546% |
| DX Dynex Capital Inc. | 27,730 | $308,912 | $308,357.6 | - | -$554.4 | -0.18% | +2.583% |
| FBND Fidelity Total Bond ETF | 13,786 | $608,208.53 | $604,240.38 | - | -$3,968.15 | -0.65% | +0.666% |
| GE General Electric Company | 969 | $274,973.19 | $302,328 | - | $27,354.81 | 9.95% | +1.622% |
| GEV GE Vernova Inc. | 300 | $184,470.15 | $277,932 | - | $93,461.85 | 50.67% | -1.629% |
| HTRB Hartford Total Return Bond ETF | 21,201 | $715,321.6 | $686,276.37 | - | -$29,045.23 | -4.06% | +0.466% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 8,174 | $649,669.82 | $630,460.62 | - | -$19,209.2 | -2.96% | +0.417% |
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FAQ
Which stocks have generated the highest profits for Brian Mann?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core MSCI EAFE ETF - $1.27M, iShares Core S&P 500 ETF - $1.25M, iShares Core MSCI Emerging Markets ETF - $207,141.49, Capital Group International Focus Equity ETF - $152,680.11, and Capital Group Growth ETF - $123,480.4. 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: iShares Core U.S. Aggregate Bond ETF - $424,373.41, Microsoft Corp - $58,595.54, iShares Bitcoin Trust - $51,269, Occidental Petroleum Corporation - $37,013.16, and Hartford Total Return Bond ETF - $12,057.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian Mann's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.13M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $785,318.47, iShares Core U.S. Aggregate Bond ETF - $445,448.35, iShares Core S&P 500 ETF - $393,872.31, iShares Core MSCI Emerging Markets ETF - $83,288.35, and iShares MSCI USA Min Vol Factor ETF - $72,019.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian Mann's monthly returns?
Brian Mann's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Brian Mann's strategy be considered aggressive or moderate?
Brian Mann's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian Mann's strategy?
Brian Mann's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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