James D. Ackerman Portfolio
Invests via Ackerman Asset Management LLC | Managed by James D. Ackerman
Invests via Ackerman Asset Management LLC
Managed by James D. Ackerman
Automatically Tracked
Veteran private equity investor and corporate finance executive with experience in leveraged buyouts, restructuring, and operational turnarounds. James D. Ackerman brings multi-decade experience leading middle-market transactions, portfolio company governance and capital raising across industrials and services sectors. Prior roles include senior operating and deal leadership at buyout firms and corporate development functions; known for operational rigor, debt optimization and strategic M&A execution. Frequently engages with limited partners and board-level oversight.
Veteran private equity investor and corporate finance executive with experience in leveraged buyouts, restructuring, and operational turnarounds. James D. Ackerman brings multi-decade experience leading middle-market transactions, portfolio company governance and capital raising across industrials and services sectors. Prior roles include senior operating and deal leadership at buyout firms and corporate development functions; known for operational rigor, debt optimization and strategic M&A execution. Frequently engages with limited partners and board-level oversight.
Investment Philosophy & Strategy
Focuses on control-oriented middle-market private equity investments that combine disciplined buyout underwriting with hands-on operational transformation. Targets industrials and services businesses where operational rigor, margin expansion and capital-structure optimization can drive 3–7 year value creation horizons. Prefers leveraged but conservative debt sizing, active board-level governance, and bolt-on M&A to accelerate scale. Investment decisions emphasize proven management partnerships, measurable operational KPIs, cashflow resilience, and exit optionality across strategic sales or secondary buyouts.
Focuses on control-oriented middle-market private equity investments that combine disciplined buyout underwriting with hands-on operational transformation. Targets industrials and services businesses where operational rigor, margin expansion and capital-structure optimization can drive 3–7 year value creation horizons. Prefers leveraged but conservative debt sizing, active board-level governance, and bolt-on M&A to accelerate scale. Investment decisions emphasize proven management partnerships, measurable operational KPIs, cashflow resilience, and exit optionality across strategic sales or secondary buyouts.
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:
0.33%
Gain
Monthly
0.02%
Yearly
0.25%
Drawdown
26.81%
$164.7M
Equity
Holdings
$164.7M
Investment
$126.55M
$38.52M
Profit -$863,877.73
Realized
$362,666.75
Unrealized
$38.16M
Dividends
$2.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$863,877.73
Win %
70%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$814,854.94
Win %
70%
This Month
Compared to last month
Gain
0.54%
Profit
$883,562.1
Win %
70%
This Year
Compared to last year
Gain
14.92%
Profit
$21.39M
Win %
69%
ITA iShares U.S. Aerospace & Defense ETF
+1.47%
+$12,150.7 
WTM White Mountains Insurance Group Ltd.
+0.99%
+$2,170 
LLY Eli Lilly and Company
+0.95%
+$2,648.12 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$2,277 
FLGB Franklin FTSE United Kingdom ETF
+0.36%
+$1,000.09 
ISRA VanEck Israel ETF
+0.06%
+$278.84 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$2,183.46 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$747.41 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$123.61 
AXON Axon Enterprise, Inc.
-5.64%
-$20,777.4 
MSFT Microsoft Corp.
-2.11%
-$9,182.14 
MCO Moody's Corporation
-1.97%
-$5,707.38 
GOOG Alphabet Inc
-1.95%
-$6,880 
BMNR Bitmine Immersion Technologies, Inc.
-1.94%
-$4,768.5 
V Visa Inc. Class A
-1.8%
-$9,226 
CBNK Capital Bancorp Inc.
-1.34%
-$13,382.88 
MAR Marriott International Inc. - Class A
-1.26%
-$5,447.54 
IZRL Ark Israel Innovative Technology ETF
-0.92%
-$4,800.76 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$70,392.68 
WCN Waste Connections Inc.
-0.87%
-$2,491.5 
EWN iShares MSCI Netherlands ETF
-0.8%
-$2,413.8 
HD The Home Depot, Inc.
-0.79%
-$2,895.52 
XLG Invesco S&P 500 Top 50 ETF
-0.66%
-$32,738.17 
OEF iShares S&P 100 ETF
-0.65%
-$210,615.47 
IWV ISHARES RUSSELL 3000 ETF
-0.52%
-$2,983.5 
IVV iShares Core S&P 500 ETF
-0.51%
-$316,084.57 
IWB iShares Russell 1000 ETF
-0.51%
-$45,291.15 
VOO Vanguard S&P 500 ETF
-0.51%
-$4,016.88 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$56,254.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$1,265.57 
AMZN Amazon.com Inc
-0.48%
-$1,628.4 
XLK State Street Technology Select Sector SPDR ETF
-0.46%
-$8,143.48 
IWM iShares Russell 2000 ETF
-0.36%
-$22,373.07 
AAPL Apple Inc.
-0.31%
-$27,427.05 
EWG iShares MSCI Germany ETF
-0.01%
-$35.2 Events
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Dividends
Dividend Analysis
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| Trades 84 | Longs Won 57/84 67% | Profit Factor 145.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.96M |
| Average Win $680,426.73 | Best Trade (Jul 14) $15.8M | Sharpe Ratio -129.22 |
| Average Loss -$9,854.26 | Worst Trade (Jul 10) -$80,905.45 | Z-Score 2.23 (97.44%) |
| Commissions $0 | Avg. Trade Length 9m 3w 1d | Expectancy $458,550.69 |
| 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% | 0.02% | 1.59% |
| Consecutive Losing Trades | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
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