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:
35.56%
Gain +0.38%
Monthly
1.43%
Yearly
18.54%
Drawdown
15.14%
$155.21M
Equity
Holdings
$155.21M
Investment
$130.41M
$30.44M
Profit +$444,587.61
Realized
$5.63M
Unrealized
$24.81M
Dividends
$4.55M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$444,587.61
Win %
73%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$311,380.22
Win %
73%
This Month
Compared to last month
Gain
1.49%
Profit
$2.34M
Win %
73%
This Year
Compared to last year
Gain
2.38%
Profit
$3.73M
Win %
77%
PAYX Paychex Inc.
+3.44%
+$14,588.03 
DVA DaVita Inc.
+3.28%
+$6,339.17 
AMCR Amcor plc
+3.22%
+$10,030 
BTI British American Tobacco p.l.c. ADR
+2.2%
+$7,915.39 
TFC Truist Financial Corporation
+2.11%
+$4,158.72 
ABBV AbbVie Inc.
+2.1%
+$9,742.99 
USB U.S. Bancorp
+1.88%
+$7,624.58 
UL Unilever PLC Sponsored American Depositary Receipt
+1.88%
+$4,047.6 
PFE Pfizer Inc.
+1.73%
+$6,810.43 
AIZ Assurant Inc.
+1.67%
+$3,761.23 
AMT American Tower Corporation
+1.64%
+$4,788.59 
KIM Kimco Realty Corporation
+1.56%
+$2,954.7 
SNY Sanofi American Depositary Receipt
+1.56%
+$5,209.24 
XLB Materials Select Sector SPDR Fund
+1.49%
+$3,992.3 
SCHD Schwab U.S. Dividend Equity ETF
+1.4%
+$4,340.66 
CME CME Group Inc.
+1.34%
+$4,458.12 
VFLO VictoryShares Free Cash Flow ETF
+1.34%
+$103,949.68 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.28%
+$3,343.68 
VZ Verizon Communications Inc.
+1.22%
+$4,001.94 
MDT Medtronic plc
+1.13%
+$3,241.86 
COWZ Pacer US Cash Cows 100 ETF
+1.12%
+$33,057.18 
MSFT Microsoft Corp.
+1.12%
+$3,832.28 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+1.08%
+$307,884.38 
GLD SPDR Gold Shares
+1.06%
+$6,145.56 
NGG National Grid plc Sponsored ADR
+1.05%
+$2,726.4 
PEP PepsiCo, Inc.
+1.01%
+$2,953.6 
DGRO iShares Core Dividend Growth ETF
+0.88%
+$4,952.55 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$4,222.78 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$3,087.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$5,171.98 
AGG iShares Core U.S. Aggregate Bond ETF
+0.61%
+$4,745.48 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.57%
+$32,000.64 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.52%
+$8,171.01 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$7,053.49 
AAPL Apple Inc.
+0.42%
+$6,616.35 
VYM Vanguard High Dividend Yield ETF
+0.34%
+$1,444.51 
PNC The PNC Financial Services Group, Inc.
+0.28%
+$1,074 
VBK Vanguard Small-Cap Growth ETF
+0.27%
+$3,939.99 
FE FirstEnergy Corp.
+0.24%
+$905.19 
ETHA iShares Ethereum Trust
+0.24%
+$822.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.21%
+$537.57 
DUK Duke Energy Corporation
+0.06%
+$138.67 
SPY SPDR S&P 500 ETF Trust
+0.03%
+$193.61 
VOO Vanguard S&P 500 ETF
+0.03%
+$148.39 
IVV iShares Core S&P 500 ETF
+0.01%
+$5,784.79 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
CDL VictoryShares US Large Cap High Dividend ETF
-15.79%
-$4.67M 
CAT Caterpillar Inc.
-2.91%
-$6,356.83 
TRP TC Energy Corporation
-2.63%
-$7,137.13 
PM Philip Morris International Inc.
-2.12%
-$5,820.3 
PLD Prologis Inc.
-2.03%
-$6,361.23 
NVDA NVIDIA Corporation
-1.85%
-$22,906.7 
TSLA Tesla, Inc.
-1.85%
-$4,427.07 
CVX Chevron Corporation
-1.15%
-$6,005.25 
VGT Vanguard Information Technology ETF
-1.14%
-$97,037.73 
QQQ Invesco QQQ Trust, Series 1
-0.74%
-$3,638.25 
TTE TotalEnergies SE
-0.72%
-$2,969.85 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-0.55%
-$1,934.78 
META Meta Platforms Inc Class A
-0.54%
-$1,584.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.51%
-$48,798.04 
AMZN Amazon.com Inc
-0.15%
-$1,427.01 
GOOG Alphabet Inc
-0.1%
-$345.45 
WEC WEC Energy Group Inc.
-0.09%
-$238.3 
IXUS iShares Core International Stock ETF
-0.03%
-$64.26 Events
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Dividends
Dividend Analysis
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| Trades 317 | Longs Won 235/317 74% | Profit Factor 26.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $562,472.02 |
| Average Win $114,055.37 | Best Trade (Oct 14) $8.99M | Sharpe Ratio -46.31 |
| Average Loss -$12,551.33 | Worst Trade (Jun 30) -$135,525.85 | Z-Score 6.16 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $96,024.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,563 | $1.14M | $1.57M | - | $429,373.13 | 37.59% | +0.423% |
| ABBV AbbVie Inc. | 1,643 | $355,458.51 | $472,658.24 | - | $117,199.73 | 32.97% | +2.105% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,253 | $813,647.05 | $787,294.93 | - | -$26,352.12 | -3.24% | +0.606% |
| AIZ Assurant Inc. | 815 | $218,853 | $228,970.17 | - | $10,117.17 | 4.62% | +1.67% |
| AMCR Amcor plc | 7,375 | $297,101.56 | $321,845 | - | $24,743.44 | 8.33% | +3.217% |
| AMT American Tower Corporation | 1,626 | $278,399.25 | $296,492.97 | - | $18,093.72 | 6.5% | +1.642% |
| AMZN Amazon.com Inc | 3,659 | $795,651.39 | $928,251.71 | - | $132,600.32 | 16.67% | -0.153% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 11,367 | $868,960.34 | $835,758.67 | - | -$33,201.67 | -3.82% | +0.623% |
| BRK-B Berkshire Hathaway Inc. | 3,163 | $1.47M | $1.67M | - | $201,304.55 | 13.69% | +0.424% |
| BTI British American Tobacco p.l.c. ADR | 6,345 | $311,311.65 | $367,423.09 | - | $56,111.44 | 18.02% | +2.202% |
| CAT Caterpillar Inc. | 292 | $206,870 | $212,345.32 | - | $5,475.32 | 2.65% | -2.907% |
| CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF | 384,423 | $25.15M | $28.7M | - | $3.55M | 14.13% | +1.084% |
| CDL VictoryShares US Large Cap High Dividend ETF | 381,018 | $25.05M | $24.89M | - | -$160,761.64 | -0.64% | -15.787% |
| CME CME Group Inc. | 1,164 | $343,788 | $336,884.88 | - | -$6,903.12 | -2.01% | +1.341% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 140,972 | $4.96M | $5.68M | - | $722,582.43 | 14.58% | +0.567% |
| COWZ Pacer US Cash Cows 100 ETF | 42,381 | $2.41M | $2.97M | - | $564,528.39 | 23.45% | +1.125% |
| CVX Chevron Corporation | 2,355 | $377,698.71 | $516,898.95 | - | $139,200.24 | 36.85% | -1.148% |
| DGRO iShares Core Dividend Growth ETF | 7,230 | $443,487.96 | $568,531.05 | - | $125,043.09 | 28.2% | +0.879% |
| DUK Duke Energy Corporation | 1,981 | $215,197.15 | $237,145.51 | - | $21,948.36 | 10.2% | +0.059% |
| DVA DaVita Inc. | 1,069 | $237,831 | $199,507.47 | - | -$38,323.53 | -16.11% | +3.282% |
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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 Raul Isern?
The largest contributions to the portfolio's profits come from the following stocks: VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $1.37M, VictoryShares US Large Cap High Dividend ETF - $1.31M, iShares Core S&P 500 ETF - $725,057.97, Exxon Mobil Corporation - $173,383.57, and iShares Core MSCI Europe ETF - $143,610.02. 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, Microsoft Corp - $24,502.14, and Alphabet Inc - $7,581.2. 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 $4.55M earned over time. The largest contributors to dividend income include VictoryShares US Equity Income Enhanced Volatility Wtd ETF - $1.33M, VictoryShares US Large Cap High Dividend ETF - $1.31M, iShares Core S&P 500 ETF - $715,528.39, Pacer US Cash Cows 100 ETF - $86,077.38, and VictoryShares Free Cash Flow ETF - $83,941.48. 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 look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Raul Isern's strategy be considered aggressive or moderate?
Raul Isern's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
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.
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