Raul Isern Portfolio
Invests via ATLANTIC FAMILY WEALTH, LLC | Managed by Raul Isern
Invests via ATLANTIC FAMILY WEALTH, LLC
Managed by Raul Isern
Automatically Tracked
Raul Isern Profile
Corporate executive and investor with operational and board experience across technology and financial services, focused on growth-stage company scaling, strategic transformation and capital allocation. Raul Isern combines operational leadership with active investing and board roles, advising management teams on go-to-market, M&A preparation and investor communications.
Corporate executive and investor with operational and board experience across technology and financial services, focused on growth-stage company scaling, strategic transformation and capital allocation. Raul Isern combines operational leadership with active investing and board roles, advising management teams on go-to-market, M&A preparation and investor communications.
Investment Philosophy & Strategy
Operates as an active growth-stage investor pairing operational playbooks with capital allocation discipline. Prioritizes scalable revenue models, repeatable go-to-market motion and disciplined use of capital to accelerate product-market fit and margin expansion. Prefers technology and fintech businesses where board-level operational input unlocks valuation through strategic transformation, M&A readiness and investor communications. Investment horizon is multi-year with focus on measurable KPIs, staged capital tranches, alignment with management and downside protection via operational intervention.
Operates as an active growth-stage investor pairing operational playbooks with capital allocation discipline. Prioritizes scalable revenue models, repeatable go-to-market motion and disciplined use of capital to accelerate product-market fit and margin expansion. Prefers technology and fintech businesses where board-level operational input unlocks valuation through strategic transformation, M&A readiness and investor communications. Investment horizon is multi-year with focus on measurable KPIs, staged capital tranches, alignment with management and downside protection via operational intervention.
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:
0.76%
Gain
Monthly
0.04%
Yearly
0.49%
Drawdown
23.62%
$153.96M
Equity
Holdings
$153.96M
Investment
$125.84M
$28.81M
Profit +$531,962.55
Realized
$687,969.94
Unrealized
$28.12M
Dividends
$3.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$531,962.55
Win %
78%
This Week
Compared To Last Week
Gain
0.15%
Profit
$233,085.82
Win %
78%
This Month
Compared to last month
Gain
1.64%
Profit
$2.49M
Win %
78%
This Year
Compared to last year
Gain
11.47%
Profit
$15.84M
Win %
80%
BTI British American Tobacco p.l.c. ADR
+6.47%
+$24,111 
PAYX Paychex Inc.
+4.07%
+$17,521.28 
ABBV AbbVie Inc.
+3.44%
+$11,548.47 
PLD Prologis Inc.
+3.39%
+$11,688.3 
PM Philip Morris International Inc.
+3.33%
+$8,054.76 
AMGN Amgen Inc.
+3.13%
+$7,169.58 
AMCR Amcor plc
+3.04%
+$8,275.72 
VZ Verizon Communications Inc.
+2.91%
+$9,226.69 
PEP PepsiCo, Inc.
+2.57%
+$7,917.92 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.05%
+$7,898.2 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$7,252.08 
TFC Truist Financial Corporation
+1.82%
+$6,150.72 
MSFT Microsoft Corp.
+1.78%
+$6,010.65 
COWZ Pacer US Cash Cows 100 ETF
+1.65%
+$43,060.88 
CDL VictoryShares US Large Cap High Dividend ETF
+1.59%
+$468,715 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+1.55%
+$447,162.26 
USB U.S. Bancorp
+1.41%
+$6,401.77 
PFE Pfizer Inc.
+1.29%
+$4,314.17 
CVX Chevron Corporation
+1.26%
+$10,410.48 
AAPL Apple Inc.
+1.25%
+$18,753.93 
SNY Sanofi American Depositary Receipt
+1.16%
+$4,254.77 
DUK Duke Energy Corporation
+1.04%
+$2,555.49 
XOM Exxon Mobil Corporation
+1.02%
+$1,971.37 
TRP TC Energy Corporation
+0.95%
+$2,925.78 
FE FirstEnergy Corp.
+0.94%
+$3,053.94 
DGRO iShares Core Dividend Growth ETF
+0.92%
+$5,097.15 
XEL Xcel Energy Inc.
+0.83%
+$2,049.96 
VFLO VictoryShares Free Cash Flow ETF
+0.8%
+$51,729.08 
WEC WEC Energy Group Inc.
+0.63%
+$1,691.93 
RWL Invesco S&P 500 Revenue ETF
+0.59%
+$2,197.08 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$2,366.03 
AMT American Tower Corporation
+0.39%
+$903.9 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$4,997.51 
VYM Vanguard High Dividend Yield ETF
+0.23%
+$1,086.32 
GOOG Alphabet Inc
+0.22%
+$794.54 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$463.84 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
CAT Caterpillar Inc.
-4.46%
-$11,913.6 
ETHA iShares Ethereum Trust
-2.86%
-$7,013.5 
NVDA NVIDIA Corporation
-2.73%
-$32,460.47 
VGT Vanguard Information Technology ETF
-2.25%
-$157,325.76 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.98%
-$19,133.51 
GLD SPDR Gold Shares
-1.85%
-$10,177.51 
META Meta Platforms Inc Class A
-1.85%
-$5,000.22 
TTE TotalEnergies SE
-1.77%
-$8,923.28 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.64%
-$87,224.76 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$6,143.82 
VBK Vanguard Small-Cap Growth ETF
-1.42%
-$22,989.47 
TSLA Tesla, Inc.
-1.41%
-$4,359.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.29%
-$121,823.06 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-1.07%
-$5,270.51 
NGG National Grid plc Sponsored ADR
-0.78%
-$2,156.7 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$3,099.33 
IVV iShares Core S&P 500 ETF
-0.46%
-$181,288.68 
AMZN Amazon.com Inc
-0.14%
-$1,294.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$583.05 
CME CME Group Inc.
-0.04%
-$111.86 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$47.91 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$15.85 Events
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Dividends
Dividend Analysis
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| Trades 277 | Longs Won 215/277 77% | Profit Factor 46.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $632,382.78 |
| Average Win $136,956.96 | Best Trade (Jul 13) $8.19M | Sharpe Ratio -14.95 |
| Average Loss -$10,303.75 | Worst Trade (Jun 30) -$135,525.85 | Z-Score 10.63 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $103,996.08 |
| 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% | 0.02% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
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