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:
37.22%
Gain -1.36%
Monthly
1.72%
Yearly
22.73%
Drawdown
11.31%
$170.33M
Equity
Holdings
$170.33M
Investment
$129.49M
$41.09M
Profit -$2.05M
Realized
$253,936.57
Unrealized
$40.84M
Dividends
$2.72M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.36%
Profit
-$2.05M
Win %
70%
This Week
Compared To Last Week
Gain
-1.96%
Profit
-$3.41M
Win %
70%
This Month
Compared to last month
Gain
-0.35%
Profit
-$597,249.99
Win %
70%
This Year
Compared to last year
Gain
2.2%
Profit
$3.66M
Win %
67%
VMC Vulcan Materials Company
+1.53%
+$2,702.01 
WCN Waste Connections Inc.
+1.04%
+$2,838.02 
BRK-B Berkshire Hathaway Inc.
+1.01%
+$4,778.99 
MAR Marriott International Inc. - Class A
+0.96%
+$4,319.47 
ITA iShares U.S. Aerospace & Defense ETF
+0.94%
+$6,943.26 
JNJ Johnson & Johnson
+0.93%
+$1,888 
AAPL Apple Inc.
+0.53%
+$48,669.09 
WTM White Mountains Insurance Group Ltd.
+0.49%
+$1,053 
V Visa Inc. Class A
+0.47%
+$2,618 
CBNK Capital Bancorp Inc.
+0.42%
+$4,385.04 
LLY Eli Lilly and Company
+0.41%
+$1,217.71 
FLGB Franklin FTSE United Kingdom ETF
+0.4%
+$1,129.33 
HD The Home Depot, Inc.
+0.33%
+$1,061.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$970.41 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$1,965.11 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$102.34 
BMNR Bitmine Immersion Technologies, Inc.
-8.03%
-$32,083.12 
AXON Axon Enterprise, Inc.
-6.7%
-$18,999.2 
XLK State Street Technology Select Sector SPDR ETF
-3.07%
-$58,003.56 
QQQ Invesco QQQ Trust, Series 1
-2.67%
-$221,432.31 
GOOG Alphabet Inc
-2.58%
-$8,915 
MSFT Microsoft Corp.
-2.55%
-$15,642.72 
IZRL Ark Israel Innovative Technology ETF
-2.38%
-$11,607.75 
AMZN Amazon.com Inc
-2.11%
-$7,307.43 
IWM iShares Russell 2000 ETF
-1.86%
-$109,803.24 
XLG Invesco S&P 500 Top 50 ETF
-1.5%
-$75,792.96 
OEF iShares S&P 100 ETF
-1.44%
-$488,151.32 
ISRA VanEck Israel ETF
-1.43%
-$6,358.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.35%
-$3,630.09 
IWB iShares Russell 1000 ETF
-1.26%
-$113,715.21 
VOO Vanguard S&P 500 ETF
-1.26%
-$9,544.3 
IVV iShares Core S&P 500 ETF
-1.26%
-$795,701.07 
SPY SPDR S&P 500 ETF Trust
-1.26%
-$147,855.37 
IWV ISHARES RUSSELL 3000 ETF
-1.25%
-$6,895.99 
EWN iShares MSCI Netherlands ETF
-0.52%
-$1,519.8 
EIS iShares MSCI Israel ETF
-0.5%
-$1,010.35 
EWG iShares MSCI Germany ETF
-0.23%
-$668.89 
MCO Moody's Corporation
-0.14%
-$385.71 Events
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Dividends
Dividend Analysis
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| Trades 102 | Longs Won 70/102 68% | Profit Factor 79.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.93M |
| Average Win $594,529.97 | Best Trade (Oct 14) $17.51M | Sharpe Ratio -96.91 |
| Average Loss -$16,422.79 | Worst Trade (Dec 30) -$132,349.85 | Z-Score 3.61 (99.97%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $402,858.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 2.13% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 26,889 | $7.05M | $9.24M | - | $2.2M | 31.21% | +0.529% |
| AMZN Amazon.com Inc | 1,357 | $282,622 | $338,401.87 | - | $55,779.87 | 19.74% | -2.114% |
| AXON Axon Enterprise, Inc. | 680 | $386,192 | $264,690 | - | -$121,502 | -31.46% | -6.697% |
| BMNR Bitmine Immersion Technologies, Inc. | 17,111 | $330,587.93 | $367,629.83 | - | $37,041.9 | 11.2% | -8.027% |
| BRK-B Berkshire Hathaway Inc. | 900 | $474,233.87 | $477,890.99 | - | $3,657.12 | 0.77% | +1.01% |
| CBNK Capital Bancorp Inc. | 26,576 | $752,898.08 | $1.05M | - | $299,378.64 | 39.76% | +0.418% |
| EIS iShares MSCI Israel ETF | 1,670 | $201,586 | $199,590.05 | - | -$1,995.95 | -0.99% | -0.504% |
| EWG iShares MSCI Germany ETF | 7,041 | $261,080.32 | $291,814.24 | - | $30,733.92 | 11.77% | -0.229% |
| EWN iShares MSCI Netherlands ETF | 4,470 | $208,883 | $289,611.3 | - | $80,728.3 | 38.65% | -0.522% |
| FLGB Franklin FTSE United Kingdom ETF | 7,693 | $220,491.4 | $283,910.16 | - | $63,418.76 | 28.76% | +0.399% |
| GOOG Alphabet Inc | 1,000 | $286,860 | $335,995 | - | $49,135 | 17.13% | -2.585% |
| HD The Home Depot, Inc. | 1,051 | $378,531.22 | $325,021.75 | - | -$53,509.47 | -14.14% | +0.328% |
| ICSH iShares Short Treasury Bond ETF | 20,468 | $1.04M | $1.03M | - | -$6,018.19 | -0.58% | +0.01% |
| ISRA VanEck Israel ETF | 6,801 | $286,892 | $438,392.46 | - | $151,500.46 | 52.81% | -1.43% |
| ITA iShares U.S. Aerospace & Defense ETF | 3,579 | $547,945 | $747,509.94 | - | $199,564.94 | 36.42% | +0.938% |
| IVV iShares Core S&P 500 ETF | 81,527 | $45.82M | $62.4M | - | $16.58M | 36.2% | -1.259% |
| IWB iShares Russell 1000 ETF | 21,375 | $6.56M | $8.89M | - | $2.34M | 35.63% | -1.263% |
| IWM iShares Russell 2000 ETF | 21,446 | $5.23M | $5.79M | - | $557,731.49 | 10.66% | -1.861% |
| IWV ISHARES RUSSELL 3000 ETF | 1,263 | $401,179.32 | $544,731.9 | - | $143,552.58 | 35.78% | -1.25% |
| IZRL Ark Israel Innovative Technology ETF | 17,325 | $371,621 | $475,224.75 | - | $103,603.75 | 27.88% | -2.384% |
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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 James D. Ackerman?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $1.16M, iShares S&P 100 ETF - $499,712.4, JPMorgan Ultra-Short Income ETF - $449,382.7, SPDR S&P 500 ETF Trust - $256,454.09, and iShares 0-3 Month Treasury Bond ETF - $176,409.38. 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: Bitmine Immersion Technologies, Inc - $132,296.44, iShares Ethereum Trust - $68,184.27, Palantir Technologies Inc - $5,768, Berkshire Hathaway Inc - $3,297.24, and Cohen & Steers Infrastructure Fund, Inc - $427.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does James D. Ackerman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.72M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.01M, JPMorgan Ultra-Short Income ETF - $448,631.36, iShares S&P 100 ETF - $409,296.27, iShares 0-3 Month Treasury Bond ETF - $176,732.23, and SPDR S&P 500 ETF Trust - $173,535.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are James D. Ackerman's monthly returns?
James D. Ackerman'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 James D. Ackerman's strategy be considered aggressive or moderate?
James D. Ackerman'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 James D. Ackerman's strategy?
James D. Ackerman'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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