Winfried Buchbauer Portfolio
Invests via Erste Asset Management GmbH | Managed by Heinz Bednar, Winfried Buchbauer, Peter Karl, Thomas Kraus
Invests via Erste Asset Management GmbH
Managed by Heinz Bednar, Winfried Buchbauer, Peter Karl, Thomas Kraus
Automatically Tracked
Winfried Buchbauer Profile
Austrian hospitality executive with public-company operating and capital-markets experience, focused on hotel portfolio optimization, asset-light franchising and revenue-management strategies. Winfried Buchbauer combines operational leadership, investor relations and portfolio management skills to drive EBITDA margin expansion, selective asset disposal and fee-based income growth. Known for executing turnaround initiatives, refining distribution channels and aligning corporate strategy with institutional investors and private-equity partners.
Austrian hospitality executive with public-company operating and capital-markets experience, focused on hotel portfolio optimization, asset-light franchising and revenue-management strategies. Winfried Buchbauer combines operational leadership, investor relations and portfolio management skills to drive EBITDA margin expansion, selective asset disposal and fee-based income growth. Known for executing turnaround initiatives, refining distribution channels and aligning corporate strategy with institutional investors and private-equity partners.
Investment Philosophy & Strategy
Operator-investor mindset focused on value creation through asset-light hospitality models, revenue-management optimization and selective portfolio pruning. Prioritizes fee-income growth and margin expansion via disciplined franchising, distribution-channel refinement and hands-on turnaround execution. Capital allocation favors reinvestment in high-ROC assets, strategic disposals of underperformers and partnerships with institutional and private-equity capital to de-risk balance-sheet exposure. Decision-making combines operational KPIs with investor-relations discipline, a medium-term horizon for EBITDA improvement, and a conservative risk framework centered on cashflow predictability and scalable, fee-based growth.
Operator-investor mindset focused on value creation through asset-light hospitality models, revenue-management optimization and selective portfolio pruning. Prioritizes fee-income growth and margin expansion via disciplined franchising, distribution-channel refinement and hands-on turnaround execution. Capital allocation favors reinvestment in high-ROC assets, strategic disposals of underperformers and partnerships with institutional and private-equity capital to de-risk balance-sheet exposure. Decision-making combines operational KPIs with investor-relations discipline, a medium-term horizon for EBITDA improvement, and a conservative risk framework centered on cashflow predictability and scalable, fee-based growth.
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:
81.94%
Gain +1.87%
Monthly
1.54%
Yearly
20.16%
Drawdown
29.6%
$12.65B
Equity
Holdings
$12.65B
Investment
$10.23B
$5.36B
Profit +$165.13M
Realized
$2.94B
Unrealized
$2.42B
Dividends
$486.06M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.87%
Profit
$165.13M
Win %
66%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$124.39M
Win %
66%
This Month
Compared to last month
Gain
-2.77%
Profit
-$360.45M
Win %
66%
This Year
Compared to last year
Gain
-1.84%
Profit
-$242.64M
Win %
65%
BKNG Booking Holdings Inc.
+6.7%
+$2.63M 
LRN Stride, Inc.
+6.44%
+$78,682.77 
ADSK Autodesk, Inc.
+5.08%
+$6.49M 
KO The Coca-Cola Company
+5%
+$4.41M 
ADBE Adobe Inc.
+4.81%
+$1.96M 
VSCO Victoria's Secret & Co.
+4.68%
+$19,523.07 
MCK McKesson Corporation
+4.64%
+$180,359.13 
AMGN Amgen Inc.
+4.48%
+$2.16M 
XYL Xylem Inc.
+4%
+$980,451.16 
CSGP CoStar Group, Inc.
+3.98%
+$1.97M 
GM General Motors Company
+3.75%
+$472,618.36 
ITW Illinois Tool Works Inc.
+3.63%
+$133,489.27 
ADP Automatic Data Processing Inc.
+3.6%
+$182,605.3 
DNA Ginkgo Bioworks Holdings Inc.
+3.36%
+$634,234.75 
BLK BlackRock, Inc.
+3.33%
+$584,016.97 
LOW Lowe's Companies Inc.
+3.16%
+$469,169.7 
INTU Intuit Inc.
+2.99%
+$268,177.8 
MDLZ Mondelez International, Inc.
+2.98%
+$156,507.08 
SYK Stryker Corporation
+2.93%
+$377,934.18 
SNA Snap-on Inc.
+2.92%
+$269,902.77 
AMT American Tower Corporation
+2.85%
+$101,130.75 
TJX The TJX Companies, Inc.
+2.83%
+$4.64M 
TGT Target Corporation
+2.75%
+$594,065.58 
VRSK Verisk Analytics Inc.
+2.71%
+$12,236 
ICE Intercontinental Exchange, Inc.
+2.68%
+$281,538.39 
ABT Abbott Laboratories
+2.66%
+$1.29M 
EXR Extra Space Storage Inc.
+2.64%
+$57,624.15 
AWK American Water Works Company, Inc.
+2.59%
+$208,608.6 
ABBV AbbVie Inc.
+2.56%
+$1.76M 
AOS A. O. Smith Corporation
+2.51%
+$28,574 
HD The Home Depot, Inc.
+2.49%
+$1.23M 
TXG 10x Genomics Inc.
+2.46%
+$56,500 
DE Deere & Company
+2.37%
+$323,342.32 
AFL Aflac Inc.
+2.36%
+$71,078.28 
TPR Tapestry Inc.
+2.35%
+$1.54M 
MELI MercadoLibre, Inc.
+2.35%
+$526,365.24 
HIG The Hartford Insurance Group, Inc.
+2.34%
+$30,402.32 
AS Amer Sports, Inc.
+2.3%
+$653,597.1 
CBRE CBRE Group Inc.
+2.2%
+$49,769 
PRI Primerica Inc.
+2.2%
+$14,553.02 
GOOGL Alphabet Inc
+2.19%
+$9.81M 
SPG Simon Property Group, Inc.
+2.17%
+$253,949.61 
NKE Nike, Inc. - Class B
+2.16%
+$18,046.21 
KR Kroger Co.
+2.09%
+$11,453.86 
DNLI Denali Therapeutics Inc.
+2.04%
+$12,912 
MA Mastercard Incorporated
+2%
+$1.11M 
PSA Public Storage Common Stock
+1.99%
+$179,310.31 
LLY Eli Lilly and Company
+1.93%
+$3.01M 
FOXA Fox Corporation
+1.91%
+$6,341.76 
CBT Cabot Corporation
+1.88%
+$16,212 
CTAS Cintas Corporation
+1.86%
+$247,540.16 
PTC PTC Inc.
+1.84%
+$460 
CME CME Group Inc.
+1.82%
+$276,715.68 
UNM Unum Group
+1.75%
+$7,399 
TDG TransDigm Group Inc.
+1.69%
+$60,955.24 
EMR Emerson Electric Co.
+1.68%
+$81,015.27 
BCRX BioCryst Pharmaceuticals Inc.
+1.67%
+$6,400 
BMY Bristol-Myers Squibb Company
+1.66%
+$437,175.44 
PODD Insulet Corporation
+1.5%
+$26,438.88 
USB U.S. Bancorp
+1.48%
+$26,250.44 
AVAV AeroVironment Inc.
+1.37%
+$19,086.97 
CHH Choice Hotels International Inc.
+1.34%
+$509,200 
APP AppLovin Corporation Class A Common Stock
+1.33%
+$323,563.54 
SYY Sysco Corporation
+1.32%
+$7,657.92 
WBD Warner Bros. Discovery, Inc.
+1.3%
+$38,803.38 
WMT Walmart Inc.
+1.22%
+$158,828.96 
BSX Boston Scientific Corporation
+1.21%
+$506,796.4 
BBY Best Buy Co., Inc.
+1.15%
+$150,407.16 
MSFT Microsoft Corp.
+1.09%
+$5.89M 
KKR KKR & Co. Inc.
+1.01%
+$6,579.64 
BX Blackstone Inc.
+0.98%
+$8,137.94 
AAPL Apple Inc.
+0.94%
+$6.27M 
SQ Block, Inc.
+0.86%
+$226,032.18 
HBAN Huntington Bancshares Incorporated
+0.82%
+$569.8 
BAC Bank of America Corporation
+0.79%
+$228,438.49 
TSN Tyson Foods Inc.
+0.77%
+$2,700.62 
SKT Tanger Factory Outlet Centers, Inc.
+0.74%
+$7,285 
ITT Itt Inc.
+0.6%
+$15,539.02 
LHX L3Harris Technologies, Inc.
+0.57%
+$8,747.87 
GE General Electric Company
+0.55%
+$75,048.32 
HON Honeywell International Inc.
+0.53%
+$48,367.8 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+0.46%
+$293.92 
JOE The St. Joe Company
+0.45%
+$3,220 
PBR Petrobras S.A. Sponsored ADR
+0.39%
+$86.8 
AXP American Express Company
+0.37%
+$83,415.37 
DOW Dow Inc.
+0.35%
+$26,458.7 
BEN Franklin Resources Inc.
+0.33%
+$37,851 
JPM JPMorgan Chase & Co.
+0.31%
+$694,450.81 
JNJ Johnson & Johnson
+0.29%
+$405,556.58 
HXL Hexcel Corporation
+0.28%
+$30,594.21 
NVDA NVIDIA Corporation
+0.25%
+$1.72M 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$94,123.62 
MAR Marriott International Inc. - Class A
+0.12%
+$4,347.94 
APD Air Products and Chemicals, Inc.
+0.09%
+$3,783.38 
BYND Beyond Meat Inc.
+0.07%
+$0.03 
ORCL Oracle Corporation
+0.06%
+$33,001.64 
BBWI Bath & Body Works, Inc.
+0.05%
+$3,965.23 
EXPD Expeditors International of Washington, Inc.
+0.05%
+$254.56 
PINS Pinterest, Inc. Class A
+0.04%
+$16,010.81 
BRK-A Berkshire Hathaway Inc.
+0.02%
+$432 
PG Procter & Gamble Co
+0.02%
+$8,117.9 
XOM Exxon Mobil Corporation
+0.01%
+$402.26 
A Agilent Technologies Inc.
0%
$0 
AA Alcoa Corporation
0%
$0 
ABCL AbCellera Biologics Inc.
0%
$0 
ABEV Ambev S.A.
0%
$0 
ABVX Abivax SA ADR
0%
$0 
ACAD Acadia Pharmaceuticals Inc.
0%
$0 
ACGL Arch Capital Group Ltd
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ADM Archer-Daniels-Midland Co
0%
$0 
ADPT Adaptive Biotechnologies Corporation
0%
$0 
AEIS Advanced Energy Industries Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
$0 
AFYA Afya Ltd.
0%
$0 
AG First Majestic Silver Corp
0%
$0 
AGCO AGCO Corporation
0%
$0 
AGIO Agios Pharmaceuticals Inc.
0%
$0 
AHR American Healthcare REIT, Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
+$0.05 
ALGN Align Technology, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ALLO Allogene Therapeutics Inc.
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
ALV Autoliv, Inc.
0%
$0 
AME Ametek Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMRC Ameresco Inc.
0%
$0 
APGE Apogee Therapeutics Inc.
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
ARES Ares Management Corporation
0%
$0 
ARGX argenx SE American Depositary Receipt
0%
$0 
AROC Archrock Inc.
0%
$0 
ARQT Arcutis Biotherapeutics Inc.
0%
$0 
ARRY Array Technologies Inc.
0%
$0 
ARWR Arrowhead Pharmaceuticals Inc.
0%
$0 
ATI ATI Inc.
0%
$0 
AUTL Autolus Therapeutics plc American Depositary Receipt
0%
$0 
AZO AutoZone Inc.
0%
$0 
BABA Alibaba Group Holding Limited SP ADR
0%
$0 
BAH Booz Allen Hamilton Holding Corporation
0%
$0 
BAP Credicorp Ltd.
0%
$0 
BBIO BridgeBio Pharma, Inc.
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BE Bloom Energy Corporation
0%
+$1.26 
BEAM Beam Therapeutics Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
BFAM Bright Horizons Family Solutions Inc.
0%
$0 
BHVN Biohaven Ltd.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BKD Brookdale Senior Living Inc.
0%
$0 
BLMN Bloomin' Brands Inc.
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
BNTX BioNTech SE
0%
+$0.19 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRX Brixmor Property Group Inc.
0%
$0 
BWA BorgWarner Inc.
0%
$0 
BWXT Bwx Technologies Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAKE The Cheesecake Factory Incorporated
0%
+$0.09 
CARR Carrier Global Corporation
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CBOE Cboe Global Markets Inc.
0%
$0 
CC Chemours Co.
0%
$0 
CCI Crown Castle Inc.
0%
$0 
CCK Crown Holdings Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
+$0.66 
CDP COPT Defense Properties
0%
$0 
CDW CDW Corporation
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CENX Century Aluminum Company
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CI The Cigna Group
0%
$0 
CIEN Ciena Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CMI Cummins Inc.
0%
$0 
CNC Centene Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
COR Cencora, Inc.
0%
+$0.01 
CORT Corcept Therapeutics Incorporated
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRM Salesforce Inc
0%
$0 
CROX Crocs, Inc.
0%
+$1.55 
CRS Carpenter Technology Corporation
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
$0 
CWK Cushman & Wakefield Ltd.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DG Dollar General Corporation
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DRS Leonardo DRS, Inc.
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EDIT Editas Medicine Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
EIX Edison International
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
-$0.1 
ELV Elevance Health, Inc.
0%
$0 
ELVN Enliven Therapeutics, Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
ENPH Enphase Energy, Inc.
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
EQIX Equinix, Inc.
0%
-$1.08 
ERIE Erie Indemnity Company
0%
$0 
ES Eversource Energy
0%
$0 
EVGO EVgo, Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EWBC East West Bancorp Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
EXE Expand Energy Corporation
0%
$0 
EXEL Exelixis Inc.
0%
$0 
EYPT EyePoint Pharmaceuticals Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FAST Fastenal Co.
0%
$0 
FCFS FirstCash Holdings, Inc.
0%
$0 
FDX FedEx Corporation
0%
-$0.28 
FERG Ferguson Enterprises Inc
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FISV Fiserv, Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FLNC Fluence Energy, Inc.
0%
$0 
FLS Flowserve Corporation
0%
$0 
FN Fabrinet
0%
$0 
FOX Fox Corporation Class B Common Stock
0%
$0 
FR First Industrial Realty Trust Inc.
0%
$0 
FRPT Freshpet Inc.
0%
$0 
FRT Federal Realty Investment Trust
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEN Gen Digital Inc.
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GFI Gold Fields Ltd. Sponsored ADR
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GL Globe Life Inc.
0%
$0 
GLPG Galapagos NV American Depositary Receipt
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
-$0.04 
GLW Corning Incorporated
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
$0 
GPN Global Payments Inc.
0%
$0 
GRAB Grab Holdings Limited
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$1.15 
GWRE GUIDEWIRE SOFTWARE INC
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HEI Heico Corporation
0%
+$0.75 
HG Hamilton Insurance Group, Ltd.
0%
$0 
HL Hecla Mining Company
0%
$0 
HLNE Hamilton Lane Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HPQ HP Inc.
0%
$0 
HRMY Harmony Biosciences Holdings, Inc.
0%
+$0.02 
HST Host Hotels & Resorts Inc.
0%
$0 
HUBB Hubbell Inc.
0%
$0 
HUM Humana Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBP Installed Building Products Inc.
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IE Ivanhoe Electric Inc.
0%
$0 
IEX IDEX Corporation
0%
$0 
ILMN Illumina, Inc.
0%
$0 
IMNM Immunome Inc.
0%
$0 
IMVT Immunovant Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INFY Infosys Limited
0%
$0 
INSM Insmed Inc.
0%
$0 
IONS Ionis Pharmaceuticals, Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
+$0.82 
ITRI Itron Inc.
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IVT InvenTrust Properties Corp.
0%
$0 
IVZ Invesco Ltd.
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
-$0.06 
IWR iShares Russell Mid-Cap ETF
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
+$0.54 
JXN Jackson Financial Inc.
0%
-$0.03 
KAI Kadant Inc.
0%
+$0.09 
KALU Kaiser Aluminum Corporation
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KLAC KLA Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KNSL Kinsale Capital Group Inc.
0%
$0 
KRYS Krystal Biotech Inc.
0%
-$0.09 
KTOS Kratos Defense & Security Solutions, Inc.
0%
$0 
KYMR Kymera Therapeutics Inc.
0%
-$0.08 
LAMR Lamar Advertising Company
0%
-$0.16 
LAUR Laureate Education Inc.
0%
$0 
LDOS Leidos Holdings Inc.
0%
$0 
LECO Lincoln Electric Holdings, Inc.
0%
-$0.08 
LITE Lumentum Holdings Inc.
0%
-$0.31 
LKQ LKQ Corporation
0%
$0 
LMT Lockheed Martin Corporation
0%
$0 
LNC Lincoln National Corporation
0%
$0 
LNG Cheniere Energy Inc.
0%
$0 
LOPE Grand Canyon Education Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
+$6.42 
MAIN Main Street Capital Corporation
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MCO Moody's Corporation
0%
$0 
MDB MongoDB Inc.
0%
+$0.39 
MDGL Madrigal Pharmaceuticals, Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
-$0.02 
MGTX MeiraGTx Holdings plc
0%
$0 
MHK Mohawk Industries, Inc.
0%
$0 
MIRM Mirum Pharmaceuticals Inc.
0%
$0 
MITK Mitek Systems Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MKSI MKS Instruments Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MLYS Mineralys Therapeutics, Inc.
0%
$0 
MMM 3M Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
-$0.1 
MPWR Monolithic Power Systems, Inc.
0%
+$0.58 
MRK Merck & Co., Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MTCH Match Group, Inc.
0%
$0 
MTG MGIC Investment Corporation
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MYRG Myr Group Inc.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NCLH Norwegian Cruise Line Holdings Ltd.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NET Cloudflare Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NIU Niu Technologies
0%
$0 
NKTR Nektar Therapeutics Inc.
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NTRA NATERA INC (Common Stock) – ticker 45E
0%
+$0.17 
NTRS Northern Trust Corporation
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
NUE Nucor Corporation
0%
$0 
NUVL Nuvalent, Inc.
0%
$0 
NXT Nextracker Inc.
0%
$0 
O Realty Income Corporation
0%
$0 
OCUL Ocular Therapeutix Inc.
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKTA Okta Inc.
0%
+$1.23 
OMF OneMain Holdings Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORA Ormat Technologies Inc.
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OSIS Osi Systems Inc.
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OUT OUTFRONT Media Inc.
0%
$0 
OWL Blue Owl Capital Inc.
0%
$0 
P Everpure Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PASG Passage Bio Inc.
0%
$0 
PATH Uipath Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PICK iShares MSCI Global Metals & Mining Producers ETF
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PLTR Palantir Technologies Inc.
0%
$0 
PLUG Plug Power Inc.
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRAX Praxis Precision Medicines Inc.
0%
+$0.12 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PTGX Protagonist Therapeutics Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
RARE Ultragenyx Pharmaceutical Inc.
0%
$0 
RBC RBC Bearings Incorporated
0%
+$1.8 
RBLX Roblox Corporation
0%
$0 
RCAT Red Cat Holdings, Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.77 
REPL Replimune Group Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RGEN Repligen Corporation
0%
+$0.03 
RGNX Regenxbio Inc.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
$0 
RLAY Relay Therapeutics Inc.
0%
$0 
RLI RLI Corp.
0%
-$0.01 
RNAC Cartesian Therapeutics Inc.
0%
$0 
ROIV Roivant Sciences Ltd
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROST Ross Stores, Inc.
0%
$0 
RRX Regal Rexnord Corporation
0%
$0 
RS Reliance Inc.
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$3.61 
RTX RTX Corporation
0%
$0 
RUN Sunrun Inc.
0%
$0 
RVMD Revolution Medicines Inc.
0%
-$0.42 
RY Royal Bank of Canada
0%
+$0.01 
S SentinelOne Inc.
0%
$0 
SABR Sabre Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SCI Service Corporation International
0%
$0 
SEDG SolarEdge Technologies Inc.
0%
$0 
SFM Sprouts Farmers Market, Inc.
0%
$0 
SHLS Shoals Technologies Group, Inc.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SITM SiTime Corporation
0%
$0 
SLB Schlumberger Limited
0%
$0 
SNOW Snowflake Inc.
0%
-$0.46 
SNPS Synopsys, Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPGI S&P Global Inc.
0%
+$1.25 
SQM Quimica y Minera Chilena S.A. ADR
0%
$0 
SRE Sempra
0%
$0 
SRPT Sarepta Therapeutics Inc.
0%
$0 
SRRK Scholar Rock Holding Corporation
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STLD Steel Dynamics Inc.
0%
$0 
STNE StoneCo Ltd.
0%
$0 
STOK Stoke Therapeutics Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SWK Stanley Black & Decker Inc.
0%
$0 
TDY Teledyne Technologies Incorporated
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TKR Timken Co.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
TREX Trex Company, Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TRMB Trimble Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRU TransUnion
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TRVI Trevi Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXRH Texas Roadhouse Inc.
0%
+$1.4 
UBER Uber Technologies, Inc.
0%
$0 
UNFI United Natural Foods Inc.
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
V Visa Inc. Class A
0%
$0 
VEEV Veeva Systems Inc.
0%
-$0.15 
VICI Vici Properties Inc.
0%
$0 
VIR Vir Biotechnology Inc.
0%
$0 
VKTX Viking Therapeutics Inc.
0%
$0 
VLO Valero Energy Corporation
0%
$0 
VLTO Veralto Corporation
0%
$0 
VLUE iShares MSCI USA Value Factor ETF
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VMI Valmont Industries, Inc.
0%
$0 
VRNS Varonis Systems, Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VTR Ventas Inc.
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VYGR Voyager Therapeutics Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WAT Waters Corporation
0%
$0 
WD Walker & Dunlop Inc.
0%
$0 
WDC Western Digital Corporation
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WLK Westlake Corporation
0%
$0 
WM Waste Management, Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WRB W.R. Berkley Corporation
0%
$0 
WSM Williams-Sonoma, Inc.
0%
$0 
WSO Watsco Inc.
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
$0 
WTS Watts Water Technologies Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XENE Xenon Pharmaceuticals Inc.
0%
$0 
XNCR Xencor Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZBRA Zebra Technologies Corporation
0%
$0 
ZS Zscaler Inc.
0%
$0 
QBTS D-Wave Quantum Inc.
-16.91%
-$4,224 
SNDK SanDisk Corporation
-14.25%
-$700,836.16 
SIMO Silicon Motion Technology Corp. American Depositary Receipt
-9.42%
-$92,120 
AMD Advanced Micro Devices, Inc.
-8.15%
-$14.01M 
AMAT Applied Materials, Inc.
-7.82%
-$9.99M 
MTZ MasTec, Inc. Common Stock
-7.23%
-$991,410.66 
AAON Aaon Inc.
-7.21%
-$877,239.64 
INTC Intel Corporation
-5.86%
-$5.18M 
RKLB Rocket Lab Corporation
-4.56%
-$62,881.85 
MP MP Materials Corp.
-4.29%
-$2,545.6 
TER Teradyne, Inc.
-4.22%
-$23,086.18 
CAT Caterpillar Inc.
-3.71%
-$902,981.76 
APH Amphenol Corporation
-3.64%
-$433,634.37 
BKR Baker Hughes Company
-3.52%
-$1.59M 
DAR Darling Ingredients Inc.
-3.49%
-$1.51M 
CDE Coeur Mining, Inc.
-2.93%
-$75,718.8 
MCHP Microchip Technology Incorporated
-2.81%
-$288,204 
FUTU Futu Holdings Limited - ADR
-2.33%
-$24,300 
SLV iShares Silver Trust
-2.32%
-$17,466 
SBSW Sibanye Stillwater Ltd - ADR
-1.99%
-$33,575 
OXY Occidental Petroleum Corporation
-1.82%
-$2,050 
AXSM Axsome Therapeutics, Inc.
-1.75%
-$45,870 
FCX Freeport-McMoRan Inc.
-1.72%
-$106,918.92 
REG Regency Centers Corporation
-1.66%
-$38,908 
ADI Analog Devices, Inc.
-1.63%
-$370,018.15 
UNP Union Pacific Corporation
-1.62%
-$288,860.55 
CGNX Cognex Corporation
-1.52%
-$325,500 
CYTK Cytokinetics, Incorporated
-1.45%
-$127,744.11 
IAU iShares Gold Trust
-1.41%
-$2.83M 
GLD SPDR Gold Shares
-1.4%
-$1.38M 
NSC Norfolk Southern Corporation
-1.31%
-$39,521.22 
COP ConocoPhillips
-1.28%
-$193,965.84 
CVX Chevron Corporation
-1.27%
-$98,276.2 
GH Guardant Health Inc.
-1.27%
-$1.07M 
STT State Street Corp
-1.13%
-$2,194.5 
VSAT Viasat Inc.
-0.99%
-$22,949.62 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$251.94 
AKAM Akamai Technologies Inc.
-0.94%
-$374.18 
WMB The Williams Companies, Inc.
-0.89%
-$113,582.7 
CINF Cincinnati Financial Corporation
-0.87%
-$3,040 
RNA Avidity Biosciences Inc.
-0.69%
-$288 
ANET Arista Networks, Inc.
-0.61%
-$494,219.79 
AVGO Broadcom Inc.
-0.6%
-$2.34M 
TSLA Tesla, Inc.
-0.58%
-$29,086.98 
CTRE CareTrust REIT Inc.
-0.54%
-$8,188 
C Citigroup Inc.
-0.47%
-$189,736.33 
LGND Ligand Pharmaceuticals Inc.
-0.41%
-$5,246 
BCYC Bicycle Therapeutics plc American Depositary Receipt
-0.25%
-$140 
AMZN Amazon.com Inc
-0.23%
-$531,925.49 
QS QuantumScape Corp
-0.19%
-$9 
TKC Turkcell Iletisim Hizmetleri A.S. ADR
-0.18%
-$80 
SU Suncor Energy Inc.
-0.16%
-$480 
ZLAB Zai Lab Ltd.
-0.11%
-$302 
EA Electronic Arts Inc.
-0.1%
-$403.01 
PLD Prologis Inc.
-0.1%
-$29,652.82 
META Meta Platforms Inc Class A
-0.08%
-$131,568.74 
T AT&T Inc.
-0.04%
-$4,465.61 
B BARRICK MINING CORP Common Stock (ABR0)
-0.04%
-$436.43 
GWW W.W. Grainger, Inc.
0%
-$6.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 11361 | Longs Won 6805/11361 59% | Profit Factor 3.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.74M |
| Average Win $1.15M | Best Trade (Sep 30) $111.19M | Sharpe Ratio -35.7 |
| Average Loss -$548,553.54 | Worst Trade (Jun 30) -$54.25M | Z-Score -5.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 1d | Expectancy $471,677.46 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Winfried Buchbauer?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $378.88M, Lam Research Corporation - $189.84M, Microsoft Corp - $152.59M, Meta Platforms Inc Class A - $149.35M, and Tapestry Inc - $125.63M. 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: Sunnova Energy International Inc - $91.92M, Adobe Inc - $58.94M, Sunrun Inc - $52.33M, Intuit Inc - $45.5M, and Bath & Body Works, Inc - $40.33M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Winfried Buchbauer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $486.06M earned over time. The largest contributors to dividend income include Progressive Corporation - $17.6M, Microsoft Corp - $14.7M, Hannon Armstrong Sustainable Infrastructure Capital Inc - $13.64M, Sabre Corporation - $11.7M, and Tapestry Inc - $8.81M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Winfried Buchbauer's monthly returns?
Winfried Buchbauer'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 Winfried Buchbauer's strategy be considered aggressive or moderate?
Winfried Buchbauer's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Winfried Buchbauer's strategy?
Winfried Buchbauer's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
