Patrick Gaul Portfolio
Invests via Oceanside Advisors LLC | Managed by Johann Robert Kroll, Patrick J. Gaul
Invests via Oceanside Advisors LLC
Managed by Johann Robert Kroll, Patrick J. Gaul
Automatically Tracked
Patrick Gaul Profile
Seasoned investor and corporate finance executive with experience across private equity, strategic M&A and portfolio operations. Patrick Gaul has worked on deal sourcing, value creation and exit execution for middle-market companies, advising boards on capital structure and growth strategy. Market-focused profile suitable for buyout, growth equity or strategic advisory roles.
Seasoned investor and corporate finance executive with experience across private equity, strategic M&A and portfolio operations. Patrick Gaul has worked on deal sourcing, value creation and exit execution for middle-market companies, advising boards on capital structure and growth strategy. Market-focused profile suitable for buyout, growth equity or strategic advisory roles.
Investment Philosophy & Strategy
Combines private equity rigor with corporate finance sensibility, targeting middle-market buyouts and growth equity opportunities where operational improvements drive value. Emphasizes disciplined capital structure, staged capital deployment, and clear exit pathways over a 3–7 year horizon. Prioritizes sectors with durable cash flows and operational levers; sources deals through board relationships and strategic M&A networks. Investment decisions stress measurable value-creation plans, active portfolio governance, downside protection, and alignment with management teams.
Combines private equity rigor with corporate finance sensibility, targeting middle-market buyouts and growth equity opportunities where operational improvements drive value. Emphasizes disciplined capital structure, staged capital deployment, and clear exit pathways over a 3–7 year horizon. Prioritizes sectors with durable cash flows and operational levers; sources deals through board relationships and strategic M&A networks. Investment decisions stress measurable value-creation plans, active portfolio governance, downside protection, and alignment with management teams.
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:
0.83%
Gain
Monthly
0.03%
Yearly
0.33%
Drawdown
29.82%
$190.16M
Equity
Holdings
$190.16M
Investment
$143.03M
$48.09M
Profit -$221,195.28
Realized
$952,141.75
Unrealized
$47.13M
Dividends
$8.45M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$221,195.28
Win %
84%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$220,649.17
Win %
84%
This Month
Compared to last month
Gain
0.01%
Profit
$11,306.82
Win %
84%
This Year
Compared to last year
Gain
8.49%
Profit
$14.88M
Win %
84%
BY Byline Bancorp Inc.
+3.36%
+$8,946 
NSC Norfolk Southern Corporation
+3.04%
+$7,018.95 
KO The Coca-Cola Company
+2.69%
+$13,601.94 
WMT Walmart Inc.
+2.49%
+$6,524 
MSFT Microsoft Corp.
+1.78%
+$10,692.63 
DFAR Dimensional US Real Estate ETF
+1.77%
+$110,566.58 
VNQ Vanguard Real Estate ETF
+1.77%
+$5,324.63 
DFSV Dimensional US Small Cap Value ETF
+1.42%
+$229,210.56 
AAPL Apple Inc.
+1.25%
+$15,856.38 
AVUV Avantis U.S. Small Cap Value ETF
+1.1%
+$8,826.12 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$2,309.95 
GOOG Alphabet Inc
+0.22%
+$1,030.41 
DFLV Dimensional US Large Cap Value ETF
+0.11%
+$1,360.58 
DUHP Dimensional US High Profitability ETF
+0.06%
+$14,113.12 
AVLV Avantis U.S. Large Cap Value ETF
+0.02%
+$4,834.58 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$1,365.72 
CIEN Ciena Corporation
-7.15%
-$29,930 
MU Micron Technology, Inc.
-6.55%
-$41,482.02 
SLV iShares Silver Trust
-3.56%
-$7,626 
NTRS Northern Trust Corporation
-2.2%
-$15,999.6 
DFAE Dimensional Emerging Core Equity Market ETF
-1.9%
-$158,659.3 
GLD SPDR Gold Shares
-1.85%
-$23,142.63 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.83%
-$13,040.17 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$7,903.61 
DFEV Dimensional Emerging Markets Value ETF
-1.58%
-$19,058.65 
JPM JPMorgan Chase & Co.
-0.99%
-$7,463.64 
AVDV Avantis International Small Cap Value ETF
-0.95%
-$75,052 
AVDE Avantis International Equity ETF
-0.93%
-$3,808.41 
AVIV Avantis International Large Cap Value ETF
-0.8%
-$9,312.91 
AVES Avantis Emerging Markets Value ETF
-0.74%
-$44,875.2 
DFIC Dimensional International Core Equity Market ETF
-0.68%
-$7,100.22 
DFAI Dimensional International Core Equity Market ETF
-0.66%
-$38,241.78 
DFIV Dimensional International Value ETF
-0.61%
-$58,076.96 
DIHP Dimensional International High Profitability Portfolio
-0.5%
-$48,472.61 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$1,089 
AVUS Avantis U.S. Equity ETF
-0.31%
-$1,998.4 
DFAU Dimensional US Core Equity Market ETF
-0.31%
-$4,508.64 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$3,632.64 
VTWO Vanguard Russell 2000 ETF
-0.25%
-$600 
AVGE FRCL 3 2022Q3 Hb Float
-0.2%
-$3,524.24 
BAB Invesco Taxable Municipal Bond ETF
-0.17%
-$5,791.19 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$25,569 
BNDX Vanguard Total International Bond ETF
-0.17%
-$662.08 
AMZN Amazon.com Inc
-0.14%
-$428.77 
MUB iShares National Muni Bond ETF
-0.12%
-$328.37 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.09%
-$295.05 
DFNM Dimensional National Municipal Bond ETF
-0.09%
-$344.97 
AVIG Avantis Core Fixed Income ETF
-0.05%
-$174.28 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.05%
-$270.82 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$2,987.1 
DFCF Dimensional Core Fixed Income ETF
-0.01%
-$108.19 
AVSF Avantis Short-Term Fixed Income ETF
-0.01%
-$24.11 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$1,502.47 Events
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Dividends
Dividend Analysis
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| Trades 408 | Longs Won 332/408 81% | Profit Factor 111.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $609,935.51 |
| Average Win $146,148.92 | Best Trade (Jul 16) $7.16M | Sharpe Ratio -17.28 |
| Average Loss -$5,728.83 | Worst Trade (Jul 13) -$95,760.38 | Z-Score 23.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 1d | Expectancy $117,857.97 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
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