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:
65.17%
Gain +0.11%
Monthly
0.78%
Yearly
9.83%
Drawdown
25.83%
$353.19M
Equity
Holdings
$353.19M
Investment
$241.36M
$104.32M
Profit +$538,499.81
Realized
-$7.51M
Unrealized
$111.83M
Dividends
$20.35M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$538,499.81
Win %
80%
This Week
Compared To Last Week
Gain
0.15%
Profit
$538,499.81
Win %
80%
This Month
Compared to last month
Gain
-0.76%
Profit
-$2.71M
Win %
80%
This Year
Compared to last year
Gain
1.8%
Profit
$6.23M
Win %
75%
NOW ServiceNow, Inc.
+7.69%
+$749,688.49 
SPOT Spotify Technology S.A.
+6.67%
+$17,189.2 
TEM Tempus AI, Inc.
+5.47%
+$117,704.43 
CRM Salesforce Inc
+4.5%
+$573,533.7 
SHOP Shopify Inc.
+4.15%
+$14,113.62 
NFLX Netflix, Inc.
+3.76%
+$48,407.85 
GOOGL Alphabet Inc
+3.08%
+$179,056.44 
META Meta Platforms Inc Class A
+2.91%
+$29,600.71 
IBM International Business Machines Corporation
+2.71%
+$5,854.21 
SYK Stryker Corporation
+2.45%
+$6,879.9 
IBIT iShares Bitcoin Trust
+2.4%
+$6,807.15 
GBTC Grayscale Bitcoin Trust ETF
+2.38%
+$9,081.52 
MSFT Microsoft Corp.
+2.27%
+$260,497.6 
WMT Walmart Inc.
+2.27%
+$135,533.25 
PHG Koninklijke Philips N.V.
+2.2%
+$13,722.48 
LLY Eli Lilly and Company
+2.04%
+$11,440.83 
AVB AvalonBay Communities, Inc.
+2.02%
+$12,236.4 
OTIS Otis Worldwide Corporation
+1.91%
+$25,150 
AFL Aflac Inc.
+1.5%
+$34,376.83 
DHR Danaher Corporation
+1.5%
+$3,588.01 
LH Labcorp Holdings Inc.
+1.18%
+$25,404.06 
KO The Coca-Cola Company
+1.1%
+$21,857.01 
V Visa Inc. Class A
+1.05%
+$41,923.29 
LAR Lithium Argentina AG
+1.03%
+$3,647.16 
HD The Home Depot, Inc.
+1%
+$64,426.71 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$254,984.39 
CLRB Cellectar Biosciences, Inc.
+0.87%
+$207.68 
MKL Markel Group Inc.
+0.77%
+$55,522.49 
URI United Rentals, Inc.
+0.65%
+$42,982.06 
MA Mastercard Incorporated
+0.61%
+$2,498.12 
JNJ Johnson & Johnson
+0.58%
+$4,013.22 
AAPL Apple Inc.
+0.54%
+$154,297.07 
PK Park Hotels & Resorts Inc.
+0.39%
+$39,202.2 
ACVA ACV Auctions Inc.
+0.13%
+$224.85 
KMI Kinder Morgan, Inc.
+0.11%
+$6,237.81 
PEP PepsiCo, Inc.
+0.04%
+$192.99 
EVLN Eaton Vance Floating-Rate ETF
+0.04%
+$420.26 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PCLG Polen Focus Growth ETF
0%
$0 
LRCX Lam Research Corporation
-7.91%
-$14,112.8 
INDI Indie Semiconductor, Inc.
-7.16%
-$3,923.04 
BAC Bank of America Corporation
-5.3%
-$14,779.62 
MU Micron Technology, Inc.
-4.76%
-$987,593.96 
ORCL Oracle Corporation
-4.42%
-$19,679.41 
GS The Goldman Sachs Group, Inc.
-3.97%
-$60,885.28 
AMD Advanced Micro Devices, Inc.
-3.9%
-$9,181.56 
MS Morgan Stanley
-3.4%
-$7,136.91 
GDX VanEck Gold Miners ETF
-3.09%
-$14,999.99 
DKS Dick's Sporting Goods, Inc.
-2.98%
-$45,836.04 
NVDA NVIDIA Corporation
-2.85%
-$152,709.86 
CGXU Capital Group International Focus Equity ETF
-2.62%
-$213,622.27 
SERA Sera Prognostics Inc.
-1.97%
-$506.76 
JPM JPMorgan Chase & Co.
-1.72%
-$16,731.53 
CAVA Cava Group Inc.
-1.57%
-$7,737.84 
VIS Vanguard Industrials ETF
-1.55%
-$8,950.7 
TSLA Tesla, Inc.
-1.4%
-$149,068.8 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$6,320.55 
VGT Vanguard Information Technology ETF
-1.24%
-$10,610.01 
AMZN Amazon.com Inc
-1.22%
-$334,438.26 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$4,067.84 
STWD Starwood Property Trust Inc.
-1.06%
-$13,613.33 
XOM Exxon Mobil Corporation
-0.85%
-$7,994.66 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$9,660 
IYW iShares U.S. Technology ETF
-0.56%
-$13,864.96 
CGDV Capital Group Dividend Value ETF
-0.55%
-$47,679.3 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$5,719.9 
ES Eversource Energy
-0.51%
-$22,547.35 
R Ryder System Inc.
-0.46%
-$31,637.74 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,940.55 
VO Vanguard Mid-Cap ETF
-0.43%
-$80,215.1 
DKNG DraftKings Inc.
-0.38%
-$985.91 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$34,781.44 
IMNN Imunon, Inc.
-0.34%
-$171.82 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,556.76 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,689.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$22,704.96 
IVV iShares Core S&P 500 ETF
-0.32%
-$987.03 
VB Vanguard Small-Cap ETF
-0.32%
-$1,478.72 
SCHX Schwab U.S. Large-Cap ETF
-0.28%
-$1,310.28 
CARR Carrier Global Corporation
-0.25%
-$12,756.95 
BA Boeing Company
-0.23%
-$1,250.97 
BX Blackstone Inc.
-0.19%
-$1,040.84 
VUG Vanguard Growth ETF
-0.16%
-$20,172.45 
SPG Simon Property Group, Inc.
-0.05%
-$3,141.05 
DVY iShares Select Dividend ETF
-0.03%
-$76.75 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,796.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$635.1 Events
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Dividends
Dividend Analysis
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| Trades 1188 | Longs Won 750/1188 63% | Profit Factor 2.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $915,361.79 |
| Average Win $225,649.99 | Best Trade (Sep 09) $18.39M | Sharpe Ratio -11.09 |
| Average Loss -$148,207.93 | Worst Trade (Sep 29) -$15.11M | Z-Score 10.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 5d | Expectancy $87,813.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 2,381 | 2,143 | 1,905 | 1,667 | 1,429 | 1,190 | 952 | 714 | 476 | 238 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 86,199 | $15.44M | $28.8M | - | $13.36M | 86.54% | +0.539% |
| ACVA ACV Auctions Inc. | 16,061 | $346,918 | $167,435.92 | - | -$179,482.08 | -51.74% | +0.134% |
| AFL Aflac Inc. | 19,871 | $1.17M | $2.33M | - | $1.16M | 99.08% | +1.501% |
| AMD Advanced Micro Devices, Inc. | 456 | $264,895 | $226,173.72 | - | -$38,721.28 | -14.62% | -3.901% |
| AMZN Amazon.com Inc | 106,509 | $14.01M | $27.01M | - | $13M | 92.81% | -1.223% |
| AVB AvalonBay Communities, Inc. | 9,064 | $1.7M | $617,620.96 | - | -$1.08M | -63.71% | +2.021% |
| BA Boeing Company | 2,553 | $523,384.28 | $536,027.88 | - | $12,643.6 | 2.42% | -0.233% |
| BAC Bank of America Corporation | 4,445 | $131,608.29 | $263,877.42 | - | $132,269.13 | 100.5% | -5.304% |
| BRK-B Berkshire Hathaway Inc. | 50,542 | $17.42M | $26.05M | - | $8.63M | 49.57% | +0.988% |
| BX Blackstone Inc. | 4,337 | $567,190.95 | $556,306.99 | - | -$10,883.96 | -1.92% | -0.187% |
| CARR Carrier Global Corporation | 87,979 | $4.81M | $5.04M | - | $231,182.13 | 4.8% | -0.252% |
| CAVA Cava Group Inc. | 8,793 | $815,550.75 | $483,615 | - | -$331,935.75 | -40.7% | -1.575% |
| CGDV Capital Group Dividend Value ETF | 176,590 | $7.25M | $8.67M | - | $1.42M | 19.64% | -0.547% |
| CGXU Capital Group International Focus Equity ETF | 230,943 | $5.76M | $7.94M | - | $2.19M | 37.99% | -2.619% |
| CLRB Cellectar Biosciences, Inc. | 10,384 | $73,830.24 | $24,194.72 | - | -$49,635.52 | -67.23% | +0.866% |
| CRM Salesforce Inc | 51,438 | $9.32M | $13.32M | - | $4M | 42.86% | +4.501% |
| DHR Danaher Corporation | 1,198 | $228,137 | $243,355.73 | - | $15,218.73 | 6.67% | +1.496% |
| DKNG DraftKings Inc. | 10,378 | $456,323.25 | $255,765.81 | - | -$200,557.44 | -43.95% | -0.384% |
| DKS Dick's Sporting Goods, Inc. | 11,402 | $2.59M | $1.49M | - | -$1.09M | -42.24% | -2.977% |
| DVY iShares Select Dividend ETF | 1,538 | $219,384.18 | $249,632.93 | - | $30,248.75 | 13.79% | -0.031% |
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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 Joseph Gentili?
The largest contributions to the portfolio's profits come from the following stocks: Simon Property Group, Inc - $5.3M, Invesco S&P 500 Equal Weight ETF - $4.23M, XPO Inc - $3.72M, Vanguard Small-Cap ETF - $3.63M, and Micron Technology, Inc - $2.99M. 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: View, Inc - $15.11M, Sweetgreen Inc - $5.42M, United Parcel Service, Inc - $3.5M, MGM Resorts International - $2.58M, and The Walt Disney Company - $1.63M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joseph Gentili's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.35M earned over time. The largest contributors to dividend income include Simon Property Group, Inc - $1.92M, Boston Properties, Inc - $1.31M, United Parcel Service, Inc - $931,266.4, Vanguard Mid-Cap ETF - $908,917.25, and Invesco S&P 500 Equal Weight ETF - $851,032.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joseph Gentili's monthly returns?
Joseph Gentili's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Joseph Gentili's strategy be considered aggressive or moderate?
Joseph Gentili's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Joseph Gentili's strategy?
Joseph Gentili's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
