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:
54.97%
Gain -2.22%
Monthly
0.73%
Yearly
9.18%
Drawdown
25.82%
$342.04M
Equity
Holdings
$342.04M
Investment
$240.19M
$92.78M
Profit -$6.16M
Realized
-$9.07M
Unrealized
$101.85M
Dividends
$20.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.22%
Profit
-$6.16M
Win %
81%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$4.44M
Win %
81%
This Month
Compared to last month
Gain
-2.25%
Profit
-$7.87M
Win %
81%
This Year
Compared to last year
Gain
15%
Profit
$44.62M
Win %
78%
MU Micron Technology, Inc.
+7.33%
+$1.47M 
MSTR Strategy Inc.
+5.54%
+$10,341.36 
ACVA ACV Auctions Inc.
+3.91%
+$4,657.69 
ORCL Oracle Corporation
+3.62%
+$13,047.08 
LAR Lithium Argentina AG
+3.4%
+$12,157.2 
SG Sweetgreen Inc.
+3.31%
+$7,524 
GBTC Grayscale Bitcoin Trust ETF
+2.56%
+$8,221.17 
IBIT iShares Bitcoin Trust
+2.51%
+$14,952.62 
TEM Tempus AI, Inc.
+2.44%
+$43,000.38 
TSLA Tesla, Inc.
+2.19%
+$237,501.06 
BRK-B Berkshire Hathaway Inc.
+2.1%
+$522,080.04 
CGXU Capital Group International Focus Equity ETF
+1.6%
+$119,578.07 
VGT Vanguard Information Technology ETF
+1.56%
+$12,510.32 
VWO Vanguard FTSE Emerging Markets ETF
+1.3%
+$4,413.73 
IYW iShares U.S. Technology ETF
+1.23%
+$29,010.3 
GS The Goldman Sachs Group, Inc.
+1.22%
+$19,117.8 
NVDA NVIDIA Corporation
+1.11%
+$51,656.82 
INDI Indie Semiconductor, Inc.
+1.06%
+$653.84 
IWF iShares Russell 1000 Growth ETF
+0.98%
+$14,701.6 
JPM JPMorgan Chase & Co.
+0.94%
+$8,562.98 
XOM Exxon Mobil Corporation
+0.9%
+$8,465.45 
BXP Boston Properties, Inc.
+0.8%
+$70,252.92 
BAC Bank of America Corporation
+0.59%
+$1,570.52 
VUG Vanguard Growth ETF
+0.57%
+$63,821.52 
R Ryder System Inc.
+0.49%
+$38,580.96 
NFLX Netflix, Inc.
+0.49%
+$5,517.6 
LLY Eli Lilly and Company
+0.48%
+$2,789.32 
IVV iShares Core S&P 500 ETF
+0.47%
+$1,397.44 
VO Vanguard Mid-Cap ETF
+0.46%
+$84,402.92 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.46%
+$31,765.24 
CGDV Capital Group Dividend Value ETF
+0.45%
+$34,763.08 
SPY SPDR S&P 500 ETF Trust
+0.44%
+$3,253.81 
VOO Vanguard S&P 500 ETF
+0.42%
+$2,070.59 
META Meta Platforms Inc Class A
+0.4%
+$3,933.27 
INDA ISHARES MSCI INDIA ETF
+0.4%
+$5,677.43 
BX Blackstone Inc.
+0.38%
+$2,016.77 
VIS Vanguard Industrials ETF
+0.37%
+$2,202.18 
VB Vanguard Small-Cap ETF
+0.35%
+$1,693.3 
EPI WisdomTree India Earnings Fund
+0.32%
+$1,195.42 
SCHX Schwab U.S. Large-Cap ETF
+0.31%
+$1,387.35 
IJR iShares Core S&P Small-Cap ETF
+0.3%
+$1,509.3 
SPG Simon Property Group, Inc.
+0.17%
+$11,219.5 
SPOT Spotify Technology S.A.
+0.11%
+$238 
VIG Vanguard Dividend Appreciation ETF
+0.05%
+$4,483.92 
CLRB Cellectar Biosciences, Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
PCLG Polen Focus Growth ETF
0%
$0 
SERA Sera Prognostics Inc.
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
IMNN Imunon, Inc.
-2.82%
-$1,714.76 
CSGP CoStar Group, Inc.
-2.09%
-$3,702.64 
CRM Salesforce Inc
-1.74%
-$127,041.92 
SHOP Shopify Inc.
-1.67%
-$5,442.73 
OTIS Otis Worldwide Corporation
-1.61%
-$30,301.22 
SYK Stryker Corporation
-1.52%
-$6,672.78 
CAVA Cava Group Inc.
-1.51%
-$8,901.12 
NOW ServiceNow, Inc.
-1.43%
-$57,838.5 
URI United Rentals, Inc.
-1.41%
-$100,372.96 
PHG Koninklijke Philips N.V.
-1.23%
-$8,085.99 
KMI Kinder Morgan, Inc.
-1.07%
-$64,105.65 
HD The Home Depot, Inc.
-1%
-$50,224.96 
AMZN Amazon.com Inc
-0.92%
-$261,565.92 
V Visa Inc. Class A
-0.9%
-$35,075.88 
ES Eversource Energy
-0.86%
-$41,777.28 
MA Mastercard Incorporated
-0.84%
-$3,422.4 
AAPL Apple Inc.
-0.84%
-$234,111.08 
DKNG DraftKings Inc.
-0.78%
-$1,971.82 
SIRI Sirius XM Holdings Inc.
-0.72%
-$6,985.44 
LH Labcorp Holdings Inc.
-0.7%
-$13,636.41 
GOOGL Alphabet Inc
-0.62%
-$35,433.93 
MSFT Microsoft Corp.
-0.61%
-$57,166.76 
CARR Carrier Global Corporation
-0.6%
-$44,198.46 
IBM International Business Machines Corporation
-0.59%
-$1,096.76 
AFL Aflac Inc.
-0.58%
-$14,490.58 
WMT Walmart Inc.
-0.51%
-$31,355.13 
PEP PepsiCo, Inc.
-0.43%
-$1,742.9 
DVY iShares Select Dividend ETF
-0.34%
-$839.3 
KO The Coca-Cola Company
-0.29%
-$5,258.6 
STWD Starwood Property Trust Inc.
-0.18%
-$2,940.63 
AVB AvalonBay Communities, Inc.
-0.16%
-$2,862.54 
MKL Markel Group Inc.
-0.14%
-$11,811.78 
PK Park Hotels & Resorts Inc.
-0.14%
-$13,313.56 
JNJ Johnson & Johnson
-0.11%
-$781.75 
BA Boeing Company
-0.07%
-$251.7 
IWD iShares Russell 1000 Value ETF
-0.07%
-$3,918.95 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,792.98 Events
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Dividends
Dividend Analysis
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| Trades 1111 | Longs Won 700/1111 63% | Profit Factor 2.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $959,406.86 |
| Average Win $217,983.73 | Best Trade (Jul 24) $19.21M | Sharpe Ratio -11.24 |
| Average Loss -$145,517.78 | Worst Trade (Sep 29) -$15.11M | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 2d | Expectancy $83,511.07 |
| 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% | 0.15% |
| Consecutive Losing Trades | 2,353 | 2,118 | 1,882 | 1,647 | 1,412 | 1,176 | 941 | 706 | 471 | 235 |
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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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 - $5.54M, Invesco S&P 500 Equal Weight ETF - $4.23M, XPO Inc - $3.72M, Vanguard Small-Cap ETF - $3.62M, and Phillips 66 - $2.14M. 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 - $5.38M, United Parcel Service, Inc - $3.5M, MGM Resorts International - $2.58M, and The Walt Disney Company - $1.61M. 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 $20.36M earned over time. The largest contributors to dividend income include Simon Property Group, Inc - $1.9M, Boston Properties, Inc - $1.44M, Park Hotels & Resorts Inc - $954,903.75, United Parcel Service, Inc - $931,266.4, and Vanguard Mid-Cap ETF - $901,379.28. 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.
