JG
Joseph Gentili Portfolio
Invests via Riverview Capital Advisers LLC | Managed by Paula Pienkowska
Invests via Riverview Capital Advisers LLC
Managed by Paula Pienkowska
Automatically Tracked
Joseph Gentili Profile
Joseph Gentili is a distinguished executive with extensive experience in corporate finance and investment management. He has held various leadership positions where he focused on driving business growth and operational efficiency within organizations. His track record includes steering major financial initiatives, facilitating partnerships, and enhancing organizational performance across multiple sectors. Joseph's insights into capital markets have positioned him as a valuable player in identifying emerging opportunities for innovation and expansion within the industry. As a strategic thinker, he fosters cross-functional collaboration to elevate competitive advantages.
Joseph Gentili is a distinguished executive with extensive experience in corporate finance and investment management. He has held various leadership positions where he focused on driving business growth and operational efficiency within organizations. His track record includes steering major financial initiatives, facilitating partnerships, and enhancing organizational performance across multiple sectors. Joseph's insights into capital markets have positioned him as a valuable player in identifying emerging opportunities for innovation and expansion within the industry. As a strategic thinker, he fosters cross-functional collaboration to elevate competitive advantages.
Investment Philosophy & Strategy
Growth opportunities within dynamic sectors often capture attention for their potential to disrupt traditional business models. Joseph Gentili's strategic mindset and corporate finance acumen drive a keen focus on identifying innovative ventures ripe for scaling. His substantial leadership experience enables him to navigate complex market landscapes while prioritizing operational improvements. By fostering partnerships and leveraging insights, he seeks out investments that enhance value through differentiation and scalability. The emphasis lies not merely in seeking immediate returns but in creating long-term growth trajectories aligned with emerging trends.
Growth opportunities within dynamic sectors often capture attention for their potential to disrupt traditional business models. Joseph Gentili's strategic mindset and corporate finance acumen drive a keen focus on identifying innovative ventures ripe for scaling. His substantial leadership experience enables him to navigate complex market landscapes while prioritizing operational improvements. By fostering partnerships and leveraging insights, he seeks out investments that enhance value through differentiation and scalability. The emphasis lies not merely in seeking immediate returns but in creating long-term growth trajectories aligned with emerging trends.
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:
41.55%
Gain +0.01%
Monthly
0.55%
Yearly
6.86%
Drawdown
18.45%
$346.44M
Equity
Holdings
$346.44M
Investment
$246.42M
$108.78M
Profit +$14,965.78
Realized
$4.81M
Unrealized
$103.97M
Dividends
$20M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$14,965.78
Win %
80%
This Week
Compared To Last Week
Gain
0.004%
Profit
$14,965.78
Win %
80%
This Month
Compared to last month
Gain
-0.9%
Profit
-$3.14M
Win %
80%
This Year
Compared to last year
Gain
0.98%
Profit
$4.91M
Win %
77%
LAR Lithium Argentina AG
+7.11%
+$38,903.04 
CAVA Cava Group Inc.
+3.1%
+$25,405.28 
INDI Indie Semiconductor, Inc.
+2.76%
+$1,798.06 
GS The Goldman Sachs Group, Inc.
+2.62%
+$40,177.01 
JPM JPMorgan Chase & Co.
+2.31%
+$19,499.34 
SYK Stryker Corporation
+2.15%
+$9,006.88 
SPG Simon Property Group, Inc.
+1.95%
+$123,414.29 
KMI Kinder Morgan, Inc.
+1.85%
+$106,232.22 
TSLA Tesla, Inc.
+1.82%
+$213,194.8 
BX Blackstone Inc.
+1.58%
+$8,195.81 
BAC Bank of America Corporation
+1.56%
+$3,804.64 
AVB AvalonBay Communities, Inc.
+1.45%
+$24,654.77 
XLF Financial Select Sector SPDR Fund
+1.37%
+$5,477.04 
PHG Koninklijke Philips N.V.
+1.34%
+$8,576.05 
DVY iShares Select Dividend ETF
+1.19%
+$2,838.36 
AFL Aflac Inc.
+1.16%
+$26,982.45 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$15,722.1 
JNJ Johnson & Johnson
+1.07%
+$7,493 
V Visa Inc. Class A
+1.05%
+$35,992.08 
IWD iShares Russell 1000 Value ETF
+0.98%
+$52,625.9 
PK Park Hotels & Resorts Inc.
+0.97%
+$93,194.92 
VO Vanguard Mid-Cap ETF
+0.97%
+$175,648.64 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$4,843.84 
OTIS Otis Worldwide Corporation
+0.88%
+$15,920.98 
MKL Markel Group Inc.
+0.87%
+$67,136 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,630.71 
HD The Home Depot, Inc.
+0.73%
+$36,004.64 
MA Mastercard Incorporated
+0.71%
+$2,581.68 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$175,463.52 
VB Vanguard Small-Cap ETF
+0.7%
+$3,403.1 
CGXU Capital Group International Focus Equity ETF
+0.66%
+$51,892.37 
CGDV Capital Group Dividend Value ETF
+0.66%
+$50,564.48 
EPI WisdomTree India Earnings Fund
+0.65%
+$2,390.85 
IYW iShares U.S. Technology ETF
+0.61%
+$14,554.22 
CSGP CoStar Group, Inc.
+0.58%
+$1,134.68 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$782.29 
VGT Vanguard Information Technology ETF
+0.58%
+$4,748.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$38,719.76 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,623.74 
VOO Vanguard S&P 500 ETF
+0.55%
+$2,656.1 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$3,946.1 
URI United Rentals, Inc.
+0.54%
+$40,388 
GOOGL Alphabet Inc
+0.53%
+$31,188.39 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$46,707.5 
VIS Vanguard Industrials ETF
+0.51%
+$2,999.84 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,158.1 
WMT Walmart Inc.
+0.45%
+$29,704.92 
ES Eversource Energy
+0.38%
+$16,972.02 
PEP PepsiCo, Inc.
+0.38%
+$1,622.7 
STWD Starwood Property Trust Inc.
+0.35%
+$5,881.26 
XOM Exxon Mobil Corporation
+0.28%
+$2,609.55 
CARR Carrier Global Corporation
+0.24%
+$18,552.44 
VUG Vanguard Growth ETF
+0.18%
+$19,537.2 
NVDA NVIDIA Corporation
+0.16%
+$7,314.24 
KO The Coca-Cola Company
+0.11%
+$2,013.93 
MSFT Microsoft Corp.
+0.1%
+$9,371.37 
BXP Boston Properties, Inc.
+0.07%
+$6,504.9 
ENB Enbridge Inc.
+0.07%
+$2,831.64 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$127.46 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$500.48 
ORCL Oracle Corporation
+0.02%
+$89.13 
LH
0%
$0 
SIRI
0%
$0 
ACVA ACV Auctions Inc.
-6.82%
-$7,066.84 
TEM Tempus AI, Inc.
-3.57%
-$64,500.57 
DKNG DraftKings Inc.
-3.4%
-$10,585.56 
SERA Sera Prognostics Inc.
-3.11%
-$760.14 
LLY Eli Lilly and Company
-2.41%
-$14,226.52 
SHOP Shopify Inc.
-2.02%
-$5,849.29 
AAPL Apple Inc.
-1.52%
-$384,489 
MU Micron Technology, Inc.
-1.43%
-$330,147.75 
AMZN Amazon.com Inc
-1.23%
-$335,165.59 
BA Boeing Company
-1.16%
-$4,329.23 
NFLX Netflix, Inc.
-1.14%
-$15,549.6 
IBM International Business Machines Corporation
-0.95%
-$2,262.89 
NOW ServiceNow, Inc.
-0.9%
-$35,859.95 
CLRB Cellectar Biosciences, Inc.
-0.89%
-$207.68 
SPOT Spotify Technology S.A.
-0.82%
-$1,700 
SG Sweetgreen Inc.
-0.77%
-$2,394 
PCLG Polen Focus Growth ETF
-0.63%
-$70,108.5 
IMNN Imunon, Inc.
-0.49%
-$343.64 
CRM Salesforce Inc
-0.34%
-$23,557.52 
META Meta Platforms Inc Class A
-0.26%
-$2,185.17 
IBIT iShares Bitcoin Trust
-0.03%
-$161.62 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$796.88 
R Ryder System Inc.
0%
-$292.57 Events
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Dividends
Dividend Analysis
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| Trades 1112 | Longs Won 691/1112 62% | Profit Factor 3.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $814,913.33 |
| Average Win $219,551.2 | Best Trade (Jun 14) $19.03M | Sharpe Ratio -18.25 |
| Average Loss -$103,054.3 | Worst Trade (Sep 29) -$3.6M | Z-Score 4.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 1d | Expectancy $97,823.08 |
| 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% | <0.01% |
| Consecutive Losing Trades | 3,367 | 3,030 | 2,694 | 2,357 | 2,020 | 1,684 | 1,347 | 1,010 | 673 | 337 |
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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