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:
36.68%
Gain +4.39%
Monthly
1.57%
Yearly
20.6%
Drawdown
18.64%
$156.55M
Equity
Holdings
$156.55M
Investment
$125.84M
$31.38M
Profit +$4.5M
Realized
$665,030.24
Unrealized
$30.71M
Dividends
$4.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.39%
Profit
$4.5M
Win %
82%
This Week
Compared To Last Week
Gain
3.99%
Profit
$6M
Win %
82%
This Month
Compared to last month
Gain
2.96%
Profit
$4.5M
Win %
82%
This Year
Compared to last year
Gain
13.35%
Profit
$18.43M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$129,743.64 
GOOG Alphabet Inc
+6.88%
+$22,671.39 
META Meta Platforms Inc Class A
+3.28%
+$7,018.96 
MSFT Microsoft Corp.
+3.02%
+$11,645.09 
NVDA NVIDIA Corporation
+2.93%
+$31,901.81 
CVX Chevron Corporation
+2.35%
+$20,638.32 
VZ Verizon Communications Inc.
+1.52%
+$5,187.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$130,306.56 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$10,155.91 
TTE TotalEnergies SE
+0.95%
+$5,215.73 
TSLA Tesla, Inc.
+0.76%
+$1,850.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,715.25 
CAT Caterpillar Inc.
+0.7%
+$1,655.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$266,721.28 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,455.32 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,069.42 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$1,751.92 
SNY Sanofi American Depositary Receipt
+0.44%
+$1,596.4 
PAYX Paychex Inc.
+0.44%
+$1,994.61 
PFE Pfizer Inc.
+0.4%
+$1,348.6 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,883.18 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.33%
+$1,559.01 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$16,339.8 
CME CME Group Inc.
+0.21%
+$663.49 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$5,306.08 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$9,691.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$659.28 
USB U.S. Bancorp
+0.17%
+$791.22 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$111,884.76 
ETHA iShares Ethereum Trust
-3.03%
-$7,436 
ABBV AbbVie Inc.
-2.51%
-$8,889.78 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$6,598.8 
GLD SPDR Gold Shares
-1.49%
-$8,289.49 
PLD Prologis Inc.
-1.08%
-$3,799.9 
XOM Exxon Mobil Corporation
-0.97%
-$2,037.96 
TRP TC Energy Corporation
-0.97%
-$2,925.76 
FE FirstEnergy Corp.
-0.82%
-$2,667.2 
DUK Duke Energy Corporation
-0.67%
-$1,664.04 
AMGN Amgen Inc.
-0.64%
-$1,584.73 
AMT American Tower Corporation
-0.63%
-$1,518.01 
PM Philip Morris International Inc.
-0.61%
-$1,578.83 
AMCR Amcor plc
-0.6%
-$1,695.33 
WEC WEC Energy Group Inc.
-0.57%
-$1,501.3 
NGG National Grid plc Sponsored ADR
-0.52%
-$1,393.56 
CDL VictoryShares US Large Cap High Dividend ETF
-0.51%
-$151,488.69 
PEP PepsiCo, Inc.
-0.46%
-$1,454.08 
VGT Vanguard Information Technology ETF
-0.38%
-$25,820.64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,888.58 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.37%
-$107,511.09 
TFC Truist Financial Corporation
-0.33%
-$1,089.18 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,590.59 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,251.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,030 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$1,749.15 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$755.47 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$158.5 
XEL Xcel Energy Inc.
-0.04%
-$93.18 Events
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Dividends
Dividend Analysis
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| Trades 277 | Longs Won 223/277 80% | Profit Factor 52.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $654,255.17 |
| Average Win $143,419.29 | Best Trade (Aug 14) $9.3M | Sharpe Ratio -14.92 |
| Average Loss -$11,232.16 | Worst Trade (Jun 30) -$135,525.85 | Z-Score 16.44 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $113,270.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,563 | $1.14M | $1.41M | - | $267,386.63 | 23.41% | -7.354% |
| ABBV AbbVie Inc. | 1,374 | $287,770.54 | $344,791.56 | - | $57,021.02 | 19.81% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,120 | $800,482.69 | $790,644.4 | - | -$9,838.29 | -1.23% | -0.256% |
| AMCR Amcor plc | 6,279 | $249,590 | $281,801.52 | - | $32,211.52 | 12.91% | -0.598% |
| AMGN Amgen Inc. | 639 | $191,322.12 | $246,117.24 | - | $54,795.12 | 28.64% | -0.64% |
| AMT American Tower Corporation | 1,380 | $238,161 | $239,236.8 | - | $1,075.8 | 0.45% | -0.631% |
| AMZN Amazon.com Inc | 3,596 | $780,635.96 | $976,601.64 | - | $195,965.68 | 25.1% | +15.321% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,661 | $890,930.9 | $880,871.94 | - | -$10,058.96 | -1.13% | -0.198% |
| BRK-B Berkshire Hathaway Inc. | 3,163 | $1.47M | $1.62M | - | $147,407.03 | 10.02% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 6,345 | $311,311.65 | $384,824.25 | - | $73,512.6 | 23.61% | -1.686% |
| CAT Caterpillar Inc. | 292 | $206,870 | $237,924.52 | - | $31,054.52 | 15.01% | +0.701% |
| CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF | 381,245 | $24.91M | $29.02M | - | $4.11M | 16.5% | -0.369% |
| CDL VictoryShares US Large Cap High Dividend ETF | 374,972 | $24.58M | $29.74M | - | $5.16M | 20.99% | -0.507% |
| CME CME Group Inc. | 1,164 | $343,788 | $311,707.57 | - | -$32,080.43 | -9.33% | +0.213% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 138,452 | $4.86M | $5.25M | - | $391,320.59 | 8.06% | +0.185% |
| COWZ Pacer US Cash Cows 100 ETF | 40,816 | $2.31M | $2.73M | - | $421,115.92 | 18.23% | +0.195% |
| CVX Chevron Corporation | 4,566 | $701,727.43 | $898,725.78 | - | $196,998.35 | 28.07% | +2.35% |
| DGRO iShares Core Dividend Growth ETF | 7,230 | $443,487.96 | $564,012.31 | - | $120,524.35 | 27.18% | -0.281% |
| DUK Duke Energy Corporation | 1,981 | $215,197.15 | $248,476.83 | - | $33,279.68 | 15.46% | -0.665% |
| ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual | 7,945 | $78,189.75 | $123,147.5 | - | $44,957.75 | 57.5% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Raul Isern?
The largest contributions to the portfolio's profits come from the following stocks: VictoryShares US Large Cap High Dividend ETF - $1.31M, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $1.26M, iShares Core S&P 500 ETF - $609,224.91, iShares Core MSCI Europe ETF - $143,610.02, and Johnson & Johnson - $115,120.71. 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: Apple Inc - $124,636.49, LyondellBasell Industries N.V - $33,464.92, Coty Inc - $29,581.09, Alphabet Inc - $7,581.2, and Amcor plc - $2,154.23. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Raul Isern's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.15M earned over time. The largest contributors to dividend income include VictoryShares US Large Cap High Dividend ETF - $1.31M, VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $1.23M, iShares Core S&P 500 ETF - $599,695.33, VictoryShares Free Cash Flow ETF - $67,807.62, and Pacer US Cash Cows 100 ETF - $67,795.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Raul Isern's monthly returns?
Raul Isern's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Raul Isern's strategy be considered aggressive or moderate?
Raul Isern'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 Raul Isern's strategy?
Raul Isern's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
