BR
Barbara Roszel Portfolio
Invests via MITCHE LLCAPITAL MANAGEMENT Co. | Managed by Barbara Roszel
Invests via MITCHE LLCAPITAL MANAGEMENT Co.
Managed by Barbara Roszel
Automatically Tracked
Barbara Roszel Profile
With a diverse career spanning over two decades, Barbara Roszel is a seasoned executive known for her strategic insights and leadership in the finance sector. She has played pivotal roles across various financial services companies, driving growth and innovation while managing critical operational functions. Roszel's expertise extends into mergers and acquisitions, where she has facilitated numerous successful transactions that enhance corporate value. Her academic background includes degrees from renowned institutions, complementing her practical experience in navigating complex market dynamics. As a recognized leader in her field, she remains instrumental in shaping strategies that align with evolving industry trends.
With a diverse career spanning over two decades, Barbara Roszel is a seasoned executive known for her strategic insights and leadership in the finance sector. She has played pivotal roles across various financial services companies, driving growth and innovation while managing critical operational functions. Roszel's expertise extends into mergers and acquisitions, where she has facilitated numerous successful transactions that enhance corporate value. Her academic background includes degrees from renowned institutions, complementing her practical experience in navigating complex market dynamics. As a recognized leader in her field, she remains instrumental in shaping strategies that align with evolving industry trends.
Investment Philosophy & Strategy
Barbara Roszel adopts a growth-oriented investment approach that leverages her extensive experience in the finance sector. Her understanding of mergers and acquisitions fuels a keen focus on identifying opportunities for strategic expansion and operational improvement within target companies. By analyzing industry trends, she seeks to capitalize on innovative business models with high scalability potential. In this dynamic environment, she emphasizes agility and adaptability, allowing for quick responses to shifting market conditions. Ultimately, her leadership fosters an ecosystem where long-term value creation is at the forefront of decision-making.
Barbara Roszel adopts a growth-oriented investment approach that leverages her extensive experience in the finance sector. Her understanding of mergers and acquisitions fuels a keen focus on identifying opportunities for strategic expansion and operational improvement within target companies. By analyzing industry trends, she seeks to capitalize on innovative business models with high scalability potential. In this dynamic environment, she emphasizes agility and adaptability, allowing for quick responses to shifting market conditions. Ultimately, her leadership fosters an ecosystem where long-term value creation is at the forefront of decision-making.
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:
47.08%
Gain -0.12%
Monthly
0.34%
Yearly
4.17%
Drawdown
17.05%
$418.45M
Equity
Holdings
$418.45M
Investment
$138.46M
$279.98M
Profit -$506,213.75
Realized
$0
Unrealized
$279.98M
Dividends
$57.94M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$506,213.75
Win %
77%
This Week
Compared To Last Week
Gain
-3.29%
Profit
-$14.24M
Win %
77%
This Month
Compared to last month
Gain
-4.2%
Profit
-$18.34M
Win %
77%
This Year
Compared to last year
Gain
18.33%
Profit
$64.82M
Win %
77%
HRB H&R Block Inc.
+5.04%
+$64,032 
SBUX Starbucks Corporation
+3.15%
+$2.36M 
BMY Bristol-Myers Squibb Company
+2.69%
+$6,001.32 
AIG American International Group Inc.
+2.49%
+$4,334.43 
AXP American Express Company
+2.35%
+$1.06M 
INCY Incyte Corporation
+2.04%
+$34,277 
ABT Abbott Laboratories
+1.79%
+$41,196.4 
DIS The Walt Disney Company
+1.61%
+$21,354.84 
MCD McDonald's Corporation
+1.51%
+$31,768 
GE General Electric Company
+1.5%
+$18,092.86 
KO The Coca-Cola Company
+0.22%
+$5,522.7 
JNJ Johnson & Johnson
+0.08%
+$22,250 
CSGS CSG Systems International, Inc.
0%
$0 6070
607059102
0%
$0 TYC
TYC
0%
$0 0236
02364J104
0%
$0 APCC
APCC
0%
$0 MOT
MOT
0%
$0 PL
PL
0%
$0 7165
716597109
0%
$0 KRB
KRB
0%
$0 SGP
SGP
0%
$0 SDS
SDS
0%
$0 ACXM
ACXM
0%
$0 ESRX
ESRX
0%
$0 5526
55268B106
0%
$0 LU
LU
0%
$0 JDSU
JDSU
0%
$0 0091
009104100
0%
$0 NET
NET
0%
$0 2816
281667105
0%
$0 DV
DV
0%
$0 ELN
ELN
0%
$0 6295
629568106
0%
$0 8592
859205106
0%
$0 3376
33763V109
0%
$0 7802
780257705
0%
$0 JCI
JCI
0%
$0 8795
87959Y103
0%
$0 8938
893817106
0%
$0 9388
938837101
0%
$0 
CSC Computer Sciences Corp.
0%
$0 0778
077853109
0%
$0 3022
302290101
0%
$0 8453
845333103
0%
$0 VV30
VV3023882
0%
$0 Q
Q
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.73 
CSCO Cisco Systems, Inc.
-3.62%
-$173,040 
AMAT Applied Materials, Inc.
-3.34%
-$3.7M 
INTC Intel Corporation
-1.48%
-$179,916 
LEG Leggett & Platt, Inc.
-1.29%
-$1,463.04 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-1.24%
-$1,064.17 
PRSGX T. Rowe Price Spectrum Diversified Equity Fund
-1.06%
-$5,739.9 
BP BP p.l.c. Sponsored ADR
-0.89%
-$19,650.69 
NWN Northwest Natural Holding Company
-0.7%
-$2,742.75 
MRK Merck & Co., Inc.
-0.31%
-$42,840.04 
AFL Aflac Inc.
-0.21%
-$52,387.5 Events
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Dividends
Dividend Analysis
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No Data
| Trades 58 | Longs Won 17/58 29% | Profit Factor 25.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.56M |
| Average Win $17.16M | Best Trade (Oct 14) $106.07M | Sharpe Ratio -30 |
| Average Loss -$284,476.06 | Worst Trade (Oct 14) -$7.7M | Z-Score -2.42 (100%) |
| Commissions $0 | Avg. Trade Length 27y 3w 1d | Expectancy $4.83M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.14% | 1.03% | 5.73% | 25.91% |
| Consecutive Losing Trades | 1,471 | 1,324 | 1,176 | 1,029 | 882 | 735 | 588 | 441 | 294 | 147 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0091 009104100 | 206,588 | $4.69M | $4.69M | - | - | - | 0.0 |
| 0236 02364J104 | 37,965 | $3.95M | $3.95M | - | - | - | 0.0 |
| 0778 077853109 | 4,962 | $334,000 | $334,000 | - | - | - | 0.0 |
| 2816 281667105 | 76,500 | $1.58M | $1.58M | - | - | - | 0.0 |
| 3022 302290101 | 2,700 | $205,000 | $205,000 | - | - | - | 0.0 |
| 3376 33763V109 | 22,221 | $569,000 | $569,000 | - | - | - | 0.0 |
| 5526 55268B106 | 48,420 | $3.48M | $3.48M | - | - | - | 0.0 |
| 6070 607059102 | 29,675 | $2.99M | $2.99M | - | - | - | 0.0 |
| 6295 629568106 | 79,800 | $2M | $2M | - | - | - | 0.0 |
| 7165 716597109 | 5,905 | $2.51M | $2.51M | - | - | - | 0.0 |
| 7802 780257705 | 10,700 | $632,000 | $632,000 | - | - | - | 0.0 |
| 8453 845333103 | 4,808 | $246,000 | $246,000 | - | - | - | 0.0 |
| 8592 859205106 | 93,550 | $1.74M | $1.74M | - | - | - | 0.0 |
| 8795 87959Y103 | 54,975 | $2.73M | $2.73M | - | - | - | 0.0 |
| 8938 893817106 | 92,950 | $2.85M | $2.85M | - | - | - | 0.0 |
| 9388 938837101 | 7,700 | $209,000 | $209,000 | - | - | - | 0.0 |
| ABT Abbott Laboratories | 22,389.35 | $368,998.87 | $2.35M | - | $1.98M | 535.94% | +1.787% |
| ACXM ACXM | 155,550 | $3.06M | $3.06M | - | - | - | 0.0 |
| AFL Aflac Inc. | 209,550 | $2.19M | $24.72M | - | $22.52M | 1,026.65% | -0.211% |
| AIG American International Group Inc. | 2,251.65 | $2.31M | $178,679.69 | - | -$2.13M | -92.26% | +2.486% |
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Option values are updated at end of day.
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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 Barbara Roszel?
The largest contributions to the portfolio's profits come from the following stocks: Starbucks Corporation - $15.66M, Johnson & Johnson - $8.01M, American Express Company - $4.75M, Aflac Inc - $4.68M, and Merck & Co., Inc - $4.59M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Barbara Roszel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $57.94M earned over time. The largest contributors to dividend income include Starbucks Corporation - $15.66M, Johnson & Johnson - $8.01M, American Express Company - $4.75M, Aflac Inc - $4.68M, and Merck & Co., Inc - $4.59M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Barbara Roszel's monthly returns?
Barbara Roszel'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 Barbara Roszel's strategy be considered aggressive or moderate?
Barbara Roszel'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 Barbara Roszel's strategy?
Barbara Roszel's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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