PR
Philippe Reitzer Portfolio
Invests via Banque Transatlantique SA | Managed by Philippe Reitzer
Invests via Banque Transatlantique SA
Managed by Philippe Reitzer
Automatically Tracked
Seasoned European investment professional and former operating executive focused on buyouts, growth equity and corporate finance advisory. Philippe Reitzer brings cross-border deal experience, portfolio company oversight, and capital-raising expertise to institutional investors and corporate boards. Known for sourcing mid-market opportunities, executing operational turnarounds and structuring complex financing solutions, he is active in value-creation programs and board governance, with a background spanning investment banking, private equity and operational leadership.
Seasoned European investment professional and former operating executive focused on buyouts, growth equity and corporate finance advisory. Philippe Reitzer brings cross-border deal experience, portfolio company oversight, and capital-raising expertise to institutional investors and corporate boards. Known for sourcing mid-market opportunities, executing operational turnarounds and structuring complex financing solutions, he is active in value-creation programs and board governance, with a background spanning investment banking, private equity and operational leadership.
Investment Philosophy & Strategy
Adopts a pragmatic, value-oriented private markets approach combining operational playbooks with structured finance to unlock mid-market opportunities across Europe. Focuses on buyouts and growth equity where operational interventions and tailored capital structures increase cash flow and accelerate scalable growth. Prefers cross-border situations, complex carve-outs and turnaround engagements; emphasizes thorough due diligence, active board-level oversight, and KPI-driven management plans. Capital deployment favors control or significant minority positions with 3–7 year horizons, disciplined leverage, staged financing and clear exit pathways to maximize risk-adjusted returns.
Adopts a pragmatic, value-oriented private markets approach combining operational playbooks with structured finance to unlock mid-market opportunities across Europe. Focuses on buyouts and growth equity where operational interventions and tailored capital structures increase cash flow and accelerate scalable growth. Prefers cross-border situations, complex carve-outs and turnaround engagements; emphasizes thorough due diligence, active board-level oversight, and KPI-driven management plans. Capital deployment favors control or significant minority positions with 3–7 year horizons, disciplined leverage, staged financing and clear exit pathways to maximize risk-adjusted returns.
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:
26.81%
Gain -1.35%
Monthly
1.11%
Yearly
14.17%
Drawdown
25.6%
$4.83B
Equity
Holdings
$4.83B
Investment
$3.85B
$1.15B
Profit -$63.58M
Realized
$172.89M
Unrealized
$975.92M
Dividends
$49.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.35%
Profit
-$63.58M
Win %
60%
This Week
Compared To Last Week
Gain
-2.42%
Profit
-$119.64M
Win %
60%
This Month
Compared to last month
Gain
0%
Profit
$10,493.11
Win %
60%
This Year
Compared to last year
Gain
5.26%
Profit
$241.69M
Win %
60%
AR Antero Resources Corporation
+5.01%
+$3,409.1 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+4.89%
+$2,362.08 
OVV Ovintiv Inc.
+4.23%
+$5.6 
HONA Honeywell Aerospace Inc.
+3.27%
+$752.94 
EQT EQT Corporation
+3.2%
+$2,530.08 
COP ConocoPhillips
+3.03%
+$429 
CNQ Canadian Natural Resources Limited
+2.96%
+$23,100 
EOG EOG Resources, Inc.
+2.8%
+$1,091.4 
RTX RTX Corporation
+2.72%
+$51,062.88 
NOC Northrop Grumman Corporation
+2.61%
+$156.72 
LMT Lockheed Martin Corporation
+2.49%
+$622.51 
IDXX IDEXX Laboratories, Inc.
+2.48%
+$59,620.04 
FDXF FedEx Freight Holding Company Inc.
+2.42%
+$96.12 
LNG Cheniere Energy Inc.
+2.32%
+$2,909.25 
SLB Schlumberger Limited
+2.27%
+$7,131.3 
MSI Motorola Solutions, Inc.
+2.26%
+$1.16M 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+2.22%
+$368.23 
DEO Diageo plc Sponsored ADR
+2.19%
+$4,114.77 
MOG-A Moog Inc.
+2.18%
+$13,380.76 
SU Suncor Energy Inc.
+2.13%
+$3,643.44 
PM Philip Morris International Inc.
+2.11%
+$59,495.72 
CVX Chevron Corporation
+2.1%
+$39,028.18 
XLE Energy Select Sector SPDR Fund
+2%
+$3,325 
GLDG Goldmining Inc.
+1.96%
+$15.5 
PEP PepsiCo, Inc.
+1.94%
+$42.33 
POST Post Holdings Inc.
+1.85%
+$5,817.49 
TJX The TJX Companies, Inc.
+1.83%
+$15,004.3 
AM Antero Midstream Corporation
+1.83%
+$10,302.49 
SARO StandardAero, Inc.
+1.76%
+$5,818.25 
AEP American Electric Power Company, Inc.
+1.74%
+$388.8 
XOM Exxon Mobil Corporation
+1.64%
+$309,162.14 
ROK Rockwell Automation, Inc.
+1.63%
+$35,840.8 
CASY Casey's General Stores Inc.
+1.55%
+$93,400.65 
CNP CenterPoint Energy Inc.
+1.53%
+$10,010.1 
BLDR Builders FirstSource, Inc.
+1.53%
+$38,527.7 
MDLZ Mondelez International, Inc.
+1.46%
+$3,674.48 
AZO AutoZone Inc.
+1.39%
+$43,013.67 
BUD Anheuser-Busch InBev S.A. ADR
+1.38%
+$1,618.4 
WY Weyerhaeuser Company
+1.37%
+$1,033.5 
MO Altria Group, Inc.
+1.34%
+$7,580.43 
NEM Newmont Corporation
+1.34%
+$6,370.5 
GPOR Gulfport Energy Corporation
+1.31%
+$1,023.4 
AMT American Tower Corporation
+1.31%
+$1,287.58 
COST Costco Wholesale Corporation
+1.28%
+$2.64M 
VMC Vulcan Materials Company
+1.28%
+$5,678.36 
KO The Coca-Cola Company
+1.27%
+$111,861.36 
AIG American International Group Inc.
+1.21%
+$6,374.4 
AWK American Water Works Company, Inc.
+1.17%
+$1,923.49 
GE General Electric Company
+1.15%
+$24,846.39 
PSTL Postal Realty Trust, Inc.
+1.15%
+$4,295.25 
SEDG SolarEdge Technologies Inc.
+1.1%
+$8.28 
CMCSA Comcast Corp
+1.06%
+$16.56 
MRK Merck & Co., Inc.
+1.03%
+$52,975.5 
FUTY Fidelity MSCI Utilities Index ETF
+1%
+$160.38 
ACGL Arch Capital Group Ltd
+1%
+$3,362.04 
XLU Utilities Select Sector SPDR Fund
+1%
+$2,778.84 
BRK-B Berkshire Hathaway Inc.
+0.95%
+$48,330.9 
WMB The Williams Companies, Inc.
+0.93%
+$20,126.72 
TMUS T-Mobile US, Inc.
+0.92%
+$9,457.93 
IMCR Immunocore Holdings plc American Depositary Receipt
+0.92%
+$2,740.5 
AMRZ Amrize Ltd.
+0.91%
+$137.36 
NEE NextEra Energy, Inc.
+0.91%
+$48,040.85 
SYK Stryker Corporation
+0.89%
+$480,924.58 
VZ Verizon Communications Inc.
+0.89%
+$237 
HD The Home Depot, Inc.
+0.87%
+$350,093.07 
SBSW Sibanye Stillwater Ltd - ADR
+0.85%
+$42.5 
CRH CRH plc
+0.85%
+$238,509.6 
MET MetLife Inc.
+0.84%
+$3,370.08 
HIG The Hartford Insurance Group, Inc.
+0.84%
+$75.48 
PSA Public Storage Common Stock
+0.81%
+$64.8 
ZTS Zoetis Inc.
+0.79%
+$108,781.48 
LIN Linde plc
+0.78%
+$264,168.96 
PGR Progressive Corporation
+0.78%
+$4,586.58 
PG Procter & Gamble Co
+0.76%
+$24,430.8 
VDC VANGUARD CONSUMER STAPLES ETF
+0.75%
+$240,623.68 
HWM Howmet Aerospace Inc.
+0.74%
+$303,329.96 
WMT Walmart Inc.
+0.72%
+$1.09M 
O Realty Income Corporation
+0.72%
+$58.8 
JPM JPMorgan Chase & Co.
+0.71%
+$338,029.02 
SITE SiteOne Landscape Supply Inc.
+0.7%
+$3,705.24 
JNJ Johnson & Johnson
+0.7%
+$160,379.7 
CME CME Group Inc.
+0.7%
+$1,262.51 
FERG Ferguson Enterprises Inc
+0.69%
+$5,173.18 
MNST Monster Beverage Corporation
+0.68%
+$18.6 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$408.8 
TT Trane Technologies plc
+0.66%
+$162,083.02 
LOW Lowe's Companies Inc.
+0.66%
+$4,005.34 
GM General Motors Company
+0.65%
+$760.32 
CI The Cigna Group
+0.63%
+$73.71 
XYL Xylem Inc.
+0.62%
+$507.52 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$10,293.25 
COO The Cooper Companies, Inc.
+0.61%
+$859.25 
DOW Dow Inc.
+0.61%
+$43.92 
OTIS Otis Worldwide Corporation
+0.6%
+$2,555.28 
MKL Markel Group Inc.
+0.58%
+$538.06 
ABBV AbbVie Inc.
+0.57%
+$9,431.38 
HXL Hexcel Corporation
+0.57%
+$296.31 
WFC Wells Fargo & Company
+0.56%
+$20.46 
CB Chubb Limited
+0.56%
+$10,501.63 
SPLV Invesco S&P 500 Low Volatility ETF
+0.56%
+$24,668.88 
LLY Eli Lilly and Company
+0.55%
+$336,980.51 
ORLY O'Reilly Automotive Inc.
+0.54%
+$306,614.4 
HEI Heico Corporation
+0.53%
+$301.55 
TXN Texas Instruments Inc
+0.51%
+$4,537.85 
KVUE Kenvue Inc.
+0.51%
+$4,770.61 
ISRG Intuitive Surgical, Inc.
+0.51%
+$318,942.78 
CARR Carrier Global Corporation
+0.49%
+$4,587.03 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
+0.49%
+$69.6 
ATRO Astronics Corporation
+0.46%
+$14.25 
POCI Precision Optics Corporation, Inc.
+0.46%
+$0.2 
TPR Tapestry Inc.
+0.44%
+$8,011.48 
CF CF Industries Holdings, Inc.
+0.43%
+$4,829.24 
CL Colgate-Palmolive Company
+0.43%
+$496.8 
TDG TransDigm Group Inc.
+0.41%
+$69.9 
GEV GE Vernova Inc.
+0.39%
+$130,338.1 
C Citigroup Inc.
+0.39%
+$9,414.24 
TRV The Travelers Companies, Inc.
+0.39%
+$3,164.76 
V Visa Inc. Class A
+0.34%
+$654,003.6 
TCOM Trip.com Group Limited American Depositary Receipt
+0.34%
+$2,449.3 
FTXG First Trust Nasdaq Food & Beverage ETF
+0.33%
+$99.75 
FMAT Fidelity MSCI Materials Index ETF
+0.28%
+$37.44 
BFAM Bright Horizons Family Solutions Inc.
+0.27%
+$1,111.5 
RIO Rio Tinto Plc Sponsored ADR
+0.27%
+$318 
AU AngloGold Ashanti plc
+0.26%
+$7,440 
NKE Nike, Inc. - Class B
+0.26%
+$2,347.55 
SPGI S&P Global Inc.
+0.23%
+$3,325 
SSD Simpson Manufacturing Co., Inc.
+0.23%
+$2,457.13 
AAPL Apple Inc.
+0.23%
+$837,739.7 
STLA Stellantis N.V.
+0.23%
+$12.17 
FLBR Franklin FTSE Brazil ETF
+0.23%
+$724.44 
DG Dollar General Corporation
+0.23%
+$969.6 
MCK McKesson Corporation
+0.22%
+$7,331.62 
WRB W.R. Berkley Corporation
+0.18%
+$979.42 
SPIP SPDR Portfolio TIPS ETF
+0.16%
+$393.16 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.14%
+$35.37 
TIP iShares TIPS Bond ETF
+0.13%
+$80.78 
OGN Organon & Co.
+0.11%
+$2.56 
MFC Manulife Financial Corporation
+0.1%
+$28.57 
BLK BlackRock, Inc.
+0.09%
+$827.38 
PFE Pfizer Inc.
+0.09%
+$679.12 
FNV Franco-Nevada Corporation
+0.07%
+$61.87 
RING iShares MSCI Global Gold Miners ETF
+0.07%
+$982.65 
KDP Keurig Dr Pepper Inc.
+0.06%
+$243.34 
APD Air Products and Chemicals, Inc.
+0.06%
+$1,206.25 
DLR Digital Realty Trust, Inc.
+0.03%
+$0.55 
ICE Intercontinental Exchange, Inc.
+0.03%
+$153.45 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$17.76 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$21.43 
RWR SPDR Dow Jones REIT ETF
+0.02%
+$112.5 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$7 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$106.11 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$13.78 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$71.3 
APO Apollo Global Management, Inc.
+0.01%
+$6 
VTV Vanguard Value ETF
+0.01%
+$16 
BSX Boston Scientific Corporation
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
SPTS SPDR Portfolio Short Term Treasury ETF
0%
$0 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 GMEW
GMEWS
0%
$0 
RXRX Recursion Pharmaceuticals, Inc.
-14.54%
-$559.02 
NVAX Novavax Inc.
-12.68%
-$195 
CRWV CoreWeave, Inc.
-11.79%
-$3,778.9 
CTNM Contineum Therapeutics, Inc.
-11.01%
-$191.4 
MSTR Strategy Inc.
-9.87%
-$4,180.4 
CBRS Cerebras Systems Inc.
-9.56%
-$211,419.63 
MDB MongoDB Inc.
-9.55%
-$100,379.97 
MRNA Moderna, Inc.
-9.45%
-$487,073.55 
SNOW Snowflake Inc.
-8.37%
-$570,838.46 
TWST Twist Bioscience Corporation
-8.34%
-$1,204.5 
IONQ IonQ, Inc.
-8.15%
-$6,230 
FTNT Fortinet Inc.
-8.1%
-$91,594.36 
PANW Palo Alto Networks, Inc.
-7.98%
-$9.53M 
FIVN Five9 Inc.
-7.98%
-$2,520 
NTSK Netskope, Inc.
-7.8%
-$877.25 
CRWD CrowdStrike Holdings, Inc.
-7.63%
-$746.75 
DDOG Datadog, Inc. Class A Common Stock
-7.62%
-$10,150 
QBTS D-Wave Quantum Inc.
-7.57%
-$1,600.5 
PLTR Palantir Technologies Inc.
-7.54%
-$502,241.29 
WGS GeneDx Holdings Corp.
-7.52%
-$3,168 
RKLB Rocket Lab Corporation
-7.22%
-$2,992.5 
QUBT Quantum Computing Inc.
-7.16%
-$906.5 
ESTC Elastic N.V.
-6.97%
-$135,600 
OKLO Oklo Inc.
-6.83%
-$146,400.75 
FLEX Flex Ltd.
-6.73%
-$24,027.12 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-6.59%
-$73.15 
SNAP Snap Inc.
-6.13%
-$2,269.28 
STX Seagate Technology Holdings plc
-5.83%
-$194,971.4 
PLUG Plug Power Inc.
-5.72%
-$41.65 
CRCL Circle Internet Group, Inc.
-5.7%
-$248,347.2 
NOW ServiceNow, Inc.
-5.68%
-$405,137.36 
MRCY Mercury Systems Inc.
-5.55%
-$2,722.08 
BE Bloom Energy Corporation
-5.36%
-$100,127.94 
IGV iShares Expanded Tech-Software Sector ETF
-5.29%
-$14,790 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.27%
-$171,840.59 
GWRE GUIDEWIRE SOFTWARE INC
-5.21%
-$1,374 
NNE Nano Nuclear Energy Inc.
-5.18%
-$281.4 
SNDK SanDisk Corporation
-5.12%
-$252,664.88 
STAA Staar Surgical Company
-5.05%
-$444.37 
ARM Arm Holdings plc American Depositary Receipt
-4.98%
-$2.06M 
INTC Intel Corporation
-4.96%
-$141,701.34 
WDC Western Digital Corporation
-4.87%
-$988.38 
ZM Zoom Video Communications, Inc.
-4.73%
-$340.18 
ARKG ARK Genomic Revolution ETF
-4.67%
-$749.8 
AMD Advanced Micro Devices, Inc.
-4.62%
-$2.8M 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-4.56%
-$1,910 
HOOD Robinhood Markets, Inc.
-4.53%
-$226,320 
ORCL Oracle Corporation
-4.53%
-$23,362.13 
APP AppLovin Corporation Class A Common Stock
-4.46%
-$4,772.18 
ARKK ARK Innovation ETF Fund
-4.41%
-$2,215.08 
GME Gamestop Corp.
-4.39%
-$178.35 
COIN Coinbase Global, Inc.
-4.33%
-$166.95 
RMBS Rambus Inc.
-4.3%
-$1,037.4 
TTD The Trade Desk, Inc. Class A
-4.19%
-$132 
HIMS Hims & Hers Health, Inc.
-4.17%
-$490 
AEYE AudioEye, Inc.
-4.14%
-$29 
FN Fabrinet
-4.14%
-$20,221.33 
MU Micron Technology, Inc.
-4.1%
-$2.68M 
MRVL Marvell Technology, Inc.
-4.06%
-$87,649.96 
SHOP Shopify Inc.
-4.03%
-$5,133.7 
LITE Lumentum Holdings Inc.
-4%
-$760,444.08 
ANET Arista Networks, Inc.
-3.96%
-$1.57M 
RIVN Rivian Automotive, Inc.
-3.88%
-$8.59 
SNPS Synopsys, Inc.
-3.87%
-$1.66M 
DELL Dell Technologies Inc.
-3.69%
-$101,424.96 
CLS Celestica Inc.
-3.68%
-$162.26 
UEC Uranium Energy Corp.
-3.67%
-$612.9 
ARGX argenx SE American Depositary Receipt
-3.65%
-$10,087.95 
LRCX Lam Research Corporation
-3.62%
-$1,004.77 
META Meta Platforms Inc Class A
-3.56%
-$225,329.74 
AVGO Broadcom Inc.
-3.51%
-$2.29M 
FDN First Trust Dow Jones Internet Index Fund
-3.47%
-$6,483.35 
RAL Ralliant Corporation
-3.45%
-$194.34 
TDOC Teladoc Health Inc.
-3.43%
-$32.8 
AMAT Applied Materials, Inc.
-3.38%
-$4,994.88 
ARKF Ark Fintech Innovation ETF
-3.37%
-$1,041.45 
AXSM Axsome Therapeutics, Inc.
-3.31%
-$36,123.13 
TASK TaskUs, Inc.
-3.29%
-$570.64 
CRM Salesforce Inc
-3.28%
-$531,861.53 
CRSP Crispr Therapeutics AG
-3.26%
-$1,693.44 
TECB iShares U.S. Tech Breakthrough Multisector ETF
-3.21%
-$38,789.96 
XP Xp Inc.
-3.16%
-$80.75 
NABL N-able Inc.
-3.15%
-$142.1 
AIQ Global X Artificial Intelligence & Technology ETF
-3.1%
-$23,677.08 
QTUM Defiance Quantum ETF
-3.04%
-$7,871.04 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.04%
-$81,968.57 
NXE NexGen Energy Ltd.
-3.04%
-$487.5 
KLAC KLA Corporation
-3.03%
-$1.16M 
ADBE Adobe Inc.
-3%
-$138,264.84 
RYT Invesco S&P 500 Equal Weight ETF
-3%
-$2,299.08 
NFLX Netflix, Inc.
-3%
-$135,572.02 
TSLA Tesla, Inc.
-2.96%
-$25,011.63 
NOVT Novanta Inc.
-2.9%
-$19,319.31 
JMIA Jumia Technologies AG
-2.86%
-$9,644.25 
ADSK Autodesk, Inc.
-2.83%
-$2,418.6 
MSFT Microsoft Corp.
-2.71%
-$15.68M 
XLK State Street Technology Select Sector SPDR ETF
-2.69%
-$4,521.2 
MTB M&T Bank Corporation
-2.68%
-$1,170 
XYZ Block, Inc.
-2.66%
-$4,341.76 
CRI Carter's Inc.
-2.59%
-$332.93 
IBB iShares Biotechnology ETF
-2.58%
-$18,475.92 
Z Zillow Group Inc.
-2.58%
-$243 
MP MP Materials Corp.
-2.5%
-$420,773.6 
VBK Vanguard Small-Cap Growth ETF
-2.5%
-$43,046.96 
IWO iShares Russell 2000 Growth ETF
-2.4%
-$18,348 
CHWY Chewy Inc.
-2.39%
-$5,196.9 
CCJ Cameco Corporation
-2.38%
-$16,228.08 
SOLV Solventum Corporation
-2.38%
-$470.25 
TYL Tyler Technologies Inc.
-2.3%
-$21,271.83 
GOOGL Alphabet Inc
-2.27%
-$5.21M 
QQQ Invesco QQQ Trust, Series 1
-2.22%
-$7,592.85 
ROBO ROBO Global Robotics & Automation Index ETF
-2.21%
-$2,623.14 
NP Neptune Insurance Holdings Inc.
-2.21%
-$12,030.85 
GOOG Alphabet Inc
-2.16%
-$6.07M 
DE Deere & Company
-2.11%
-$1.02M 
EQIX Equinix, Inc.
-2.1%
-$14,008.87 
BX Blackstone Inc.
-2.09%
-$4,742.4 
ETN Eaton Corporation plc
-2.09%
-$779,772.93 
VSXY Victoria's Secret & Co.
-2.08%
-$23,635.36 
VOT Vanguard Mid-Cap Growth ETF
-2.02%
-$35,932.47 
HBM Hudbay Minerals Inc.
-1.98%
-$3,592.8 
CSCO Cisco Systems, Inc.
-1.97%
-$91,739.88 
VUG Vanguard Growth ETF
-1.97%
-$5,242.05 
SPCX Space Exploration Technologies Corp. Class A
-1.96%
-$3,099.15 
CEG Constellation Energy Corporation
-1.94%
-$21,019.32 
CDNS Cadence Design Systems, Inc.
-1.93%
-$85,052.55 
AMZN Amazon.com Inc
-1.93%
-$7.89M 
HCA HCA Healthcare Inc.
-1.92%
-$88,371.7 
VXF Vanguard Extended Market ETF
-1.91%
-$821.87 
GNRC Generac Holdings Inc.
-1.89%
-$13,434.04 
XLC Communication Services Select Sector SPDR Fund
-1.89%
-$99,894.4 
MELI MercadoLibre, Inc.
-1.88%
-$45,313.8 
VEEV Veeva Systems Inc.
-1.87%
-$3,977.04 
ICLR ICON plc
-1.86%
-$529.75 
ITT Itt Inc.
-1.85%
-$24,286.03 
KSPI JSC Kaspi.kz American Depositary Receipt
-1.84%
-$350 
UBER Uber Technologies, Inc.
-1.84%
-$29,053.18 
CMG Chipotle Mexican Grill, Inc.
-1.83%
-$140 
PWR Quanta Services Inc.
-1.82%
-$21,347.37 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.82%
-$17,502.28 
KEYS Keysight Technologies, Inc.
-1.82%
-$4,291.79 
VOOG Vanguard S&P 500 Growth ETF
-1.81%
-$988.68 
EW Edwards Lifesciences Corporation
-1.8%
-$49,830.54 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.79%
-$24,692.61 
IUSG iShares Core S&P U.S. Growth ETF
-1.78%
-$171,911.6 
JD JD.com Inc.
-1.75%
-$2,268 
ILMN Illumina, Inc.
-1.74%
-$242.06 
IBIT iShares Bitcoin Trust
-1.73%
-$551.42 
EL The Estée Lauder Companies Inc. Class A
-1.73%
-$5,783.1 
SPOT Spotify Technology S.A.
-1.72%
-$50,169.45 
DKNG DraftKings Inc.
-1.71%
-$443.85 
EMBC Embecta Corp.
-1.71%
-$18.26 
GMAB Genmab A/S Sponsored ADR
-1.69%
-$1,224.32 
EEM iShares MSCI Emerging Markets ETF
-1.69%
-$8,268.48 
IWM iShares Russell 2000 ETF
-1.67%
-$4,751.79 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$595.5 
Q Qnity Electronics Inc.
-1.65%
-$256.1 
FIX Comfort Systems USA, Inc.
-1.63%
-$13,386.6 
CTSH Cognizant Technology Solutions Corporation
-1.6%
-$263.55 
HHH Howard Hughes Holdings Inc.
-1.59%
-$227.55 
NVT nVent Electric plc
-1.58%
-$16,546.53 
QCOM QUALCOMM Incorporated
-1.52%
-$450.69 
UNH UnitedHealth Group Incorporated
-1.48%
-$7,698 
DXCM DexCom, Inc.
-1.47%
-$864.3 
IPAY Amplify Digital Payments ETF
-1.47%
-$781.83 
WCC Wesco International Inc.
-1.45%
-$8,448.66 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
-1.44%
-$211.48 
CLH Clean Harbors Inc.
-1.43%
-$5,982.13 
APH Amphenol Corporation
-1.42%
-$180.18 
BDX Becton, Dickinson and Company
-1.36%
-$35,930.92 
BKNG Booking Holdings Inc.
-1.33%
-$27,339.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.33%
-$900.9 
A Agilent Technologies Inc.
-1.29%
-$908 
GS The Goldman Sachs Group, Inc.
-1.29%
-$3,804.72 
VRTX Vertex Pharmaceuticals Incorporated
-1.26%
-$3,262.55 
TMO Thermo Fisher Scientific Inc.
-1.26%
-$529,271.09 
IBM International Business Machines Corporation
-1.25%
-$57,088.12 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-1.25%
-$16,587.25 
BABA Alibaba Group Holding Limited SP ADR
-1.22%
-$4,433.4 
EXPE Expedia Group, Inc.
-1.21%
-$28,610.56 
ESAB Esab Corporation
-1.2%
-$4,478.51 
SHW The Sherwin-Williams Company
-1.18%
-$4,435.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.17%
-$2,933.33 
IWB iShares Russell 1000 ETF
-1.12%
-$11,309.64 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$34,459.51 
AZN AstraZeneca PLC American Depositary Shares
-1.1%
-$116,595.98 
VOO Vanguard S&P 500 ETF
-1.09%
-$5,618.75 
ULS Ul Solutions Inc.
-1.09%
-$3,274.83 
LEN Lennar Corporation
-1.07%
-$1,429.26 
DFAU Dimensional US Core Equity Market ETF
-1.06%
-$706.25 
VMI Valmont Industries, Inc.
-1.05%
-$4,531.44 
ALGN Align Technology, Inc.
-1.04%
-$44.95 
IJR iShares Core S&P Small-Cap ETF
-1.03%
-$10,575 
IJH iShares Core S&P Mid-Cap ETF
-0.99%
-$6,187.87 
MDY SPDR S&P MidCap 400 ETF Trust
-0.99%
-$26,036.91 
BEPC Brookfield Renewable Corporation
-0.98%
-$2,767.07 
ACWI iShares MSCI ACWI ETF
-0.97%
-$92.4 
VST Vistra Corp
-0.96%
-$148 
PFF iShares Preferred and Income Securities ETF
-0.96%
-$7,124.9 
URI United Rentals, Inc.
-0.95%
-$11,148.7 
AMP Ameriprise Financial, Inc.
-0.93%
-$139.95 
USFD US Foods Holding Corp
-0.93%
-$5,928.58 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.92%
-$424.08 
NVO Novo Nordisk A/S Sponsored ADR
-0.92%
-$2,911.68 
MS Morgan Stanley
-0.9%
-$6,246.06 
RVTY Revvity Inc.
-0.89%
-$1,061.76 
QUAL iShares MSCI USA Quality Factor ETF
-0.88%
-$1,230 
FDX FedEx Corporation
-0.88%
-$231.4 
MDT Medtronic plc
-0.88%
-$8,080.8 
HUBB Hubbell Inc.
-0.87%
-$7,197.6 
BN Brookfield Corporation
-0.86%
-$1,134 
NVDA NVIDIA Corporation
-0.84%
-$4.88M 
INCY Incyte Corporation
-0.83%
-$916.65 
KD Kyndryl Holdings Inc.
-0.83%
-$24.42 
IYC iShares U.S. Consumer Discretionary ETF
-0.83%
-$33,840.76 
FLS Flowserve Corporation
-0.83%
-$1,759.68 
WSM Williams-Sonoma, Inc.
-0.82%
-$15,793.43 
IOO iShares Global 100 ETF
-0.81%
-$15,272.65 
ECL Ecolab Inc.
-0.81%
-$14,964.3 
VO Vanguard Mid-Cap ETF
-0.79%
-$4,070.4 
ENPH Enphase Energy, Inc.
-0.78%
-$783.84 
PRCT Procept BioRobotics Corporation
-0.77%
-$16,581.04 
MOAT VanEck Morningstar Wide Moat Fund
-0.76%
-$534.65 
MMM 3M Company
-0.76%
-$3,419.87 
CMP Compass Minerals International Inc.
-0.75%
-$35.02 
GILD Gilead Sciences Inc.
-0.71%
-$4,547.2 
RACE Ferrari N.V.
-0.69%
-$79,678.44 
SYY Sysco Corporation
-0.69%
-$267.25 
PAYX Paychex Inc.
-0.68%
-$75.5 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.68%
-$279.76 
EWJ iShares MSCI Japan ETF
-0.67%
-$989.44 
NBIX Neurocrine Biosciences Inc.
-0.67%
-$137.24 
SWK Stanley Black & Decker Inc.
-0.67%
-$24.18 
MTD Mettler-Toledo International Inc.
-0.67%
-$8,197.53 
VLTO Veralto Corporation
-0.66%
-$3,699.74 
WAB Wabtec Corporation
-0.66%
-$108,376.95 
CACI Caci International Inc.
-0.64%
-$11,276.44 
RSP Invesco S&P 500 Equal Weight ETF
-0.64%
-$1,735.79 
UBS UBS Group AG
-0.62%
-$21,400.19 
DHR Danaher Corporation
-0.61%
-$222,455.7 
REGN Regeneron Pharmaceuticals, Inc.
-0.6%
-$1,209.05 
ERTH Invesco MSCI Sustainable Future ETF
-0.59%
-$580.09 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.59%
-$3,138.3 
UPS United Parcel Service, Inc.
-0.57%
-$515.2 
PLD Prologis Inc.
-0.54%
-$3,113.72 
UNP Union Pacific Corporation
-0.53%
-$2,792.23 
FTV Fortive Corporation
-0.53%
-$83.87 
INDA ISHARES MSCI INDIA ETF
-0.52%
-$324.25 
ALC Alcon Inc.
-0.51%
-$30.94 
PRF Invesco FTSE RAFI US 1000 ETF
-0.51%
-$1,346.62 
DD DuPont de Nemours, Inc.
-0.46%
-$157.91 
VNT Vontier Corporation
-0.45%
-$3 
PGX Invesco Preferred ETF
-0.45%
-$21,829.23 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.44%
-$111.6 
TDY Teledyne Technologies Incorporated
-0.43%
-$2,038.06 
GLD SPDR Gold Shares
-0.4%
-$902.69 
NVR NVR, Inc.
-0.39%
-$1,613.51 
FIDU Fidelity MSCI Industrials Index ETF
-0.38%
-$234.26 
MA Mastercard Incorporated
-0.37%
-$11,343.1 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.36%
-$310.5 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.36%
-$210 
PAVE Global X U.S. Infrastructure Development ETF
-0.36%
-$13,780.7 
ALNY Alnylam Pharmaceuticals Inc
-0.35%
-$574.36 
BA Boeing Company
-0.35%
-$135.3 
BAC Bank of America Corporation
-0.35%
-$13,546.98 
SOLS Sollensys Corp
-0.34%
-$39.77 
AEM Agnico Eagle Mines Limited
-0.34%
-$30.72 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$4,790.44 
WPM Wheaton Precious Metals Corp.
-0.32%
-$1,621.1 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.32%
-$145.86 
KGC Kinross Gold Corporation
-0.31%
-$0.07 
RPM RPM International Inc.
-0.3%
-$2,467.42 
TEL TE Connectivity plc
-0.3%
-$5,813.73 
IXJ iShares Global Healthcare ETF
-0.27%
-$12,839.17 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.24%
-$221.48 
EFA iShares MSCI EAFE ETF
-0.23%
-$638.02 
AXP American Express Company
-0.23%
-$24,141.42 
ALLE Allegion plc
-0.23%
-$2,815.05 
RSG Republic Services, Inc.
-0.22%
-$1,381.5 
CVS CVS Health Corporation
-0.22%
-$995.8 
SBUX Starbucks Corporation
-0.21%
-$272.44 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$437.07 
IHE iShares U.S. Pharmaceuticals ETF
-0.21%
-$1,593.27 
ACN Accenture plc Class A
-0.2%
-$2,736.08 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.2%
-$10,210.9 
DIS The Walt Disney Company
-0.2%
-$3,593.92 
GEHC GE HealthCare Technologies Inc.
-0.2%
-$285.6 
SPBO SPDR Portfolio Corporate Bond ETF
-0.2%
-$9,910.61 
GDX VanEck Gold Miners ETF
-0.2%
-$2,889.95 
PEN Penumbra Inc.
-0.17%
-$56 
BMY Bristol-Myers Squibb Company
-0.17%
-$96.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.17%
-$16,925.28 
PYPL PayPal Holdings Inc
-0.17%
-$45.98 
CAT Caterpillar Inc.
-0.16%
-$8,483.51 
ATRA Atara Biotherapeutics, Inc.
-0.15%
-$2.64 
IEFA iShares Core MSCI EAFE ETF
-0.15%
-$91.35 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$14,755.31 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.14%
-$386.37 
B BARRICK MINING CORP Common Stock (ABR0)
-0.12%
-$636.3 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$769.67 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.12%
-$1,000.01 
HALO Halozyme Therapeutics Inc.
-0.12%
-$91 
AME Ametek Inc.
-0.11%
-$6.75 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$11,074.45 
PTC PTC Inc.
-0.1%
-$2,339.88 
CP Canadian Pacific Kansas City Limited
-0.1%
-$14,264.61 
ABT Abbott Laboratories
-0.09%
-$2,995.35 
QGEN QIAGEN N.V.
-0.09%
-$162.56 
XLF Financial Select Sector SPDR Fund
-0.08%
-$643.5 
CTVA Corteva Inc.
-0.08%
-$2.13 
RRX Regal Rexnord Corporation
-0.08%
-$264.48 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.06%
-$420.9 
RF Regions Financial Corporation
-0.06%
-$337.17 
IEUR iShares Core MSCI Europe ETF
-0.05%
-$1,584.41 
WM Waste Management, Inc.
-0.04%
-$4,668.5 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$838.9 
ASML ASML Holding N.V. New York Registry Shares
-0.03%
-$674.8 
VNQ Vanguard Real Estate ETF
-0.03%
-$90 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$602.3 
CAE CAE Inc.
-0.02%
-$167.51 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.02%
-$23.36 
MCD McDonald's Corporation
-0.02%
-$4,589.1 
AVDE Avantis International Equity ETF
-0.01%
-$185.36 
ADI Analog Devices, Inc.
0%
-$16.82 
AMGN Amgen Inc.
0%
-$36.98 Events
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Dividends
Dividend Analysis
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| Trades 2552 | Longs Won 1529/2552 59% | Profit Factor 3.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.67M |
| Average Win $1.06M | Best Trade (Oct 15) $212.49M | Sharpe Ratio -20.45 |
| Average Loss -$466,310.8 | Worst Trade (Jun 30) -$55.37M | Z-Score 1.63 (89.79%) |
| Commissions $0 | Avg. Trade Length 6m 2w 6d | Expectancy $450,160.95 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 400 | $46,792 | $69,312 | - | $22,520 | 48.13% | -1.293% |
| AAPL Apple Inc. | 1.06M | $238.43M | $363.5M | - | $125.07M | 52.46% | +0.231% |
| ABBV AbbVie Inc. | 5,858 | $1.27M | $1.67M | - | $400,853.12 | 31.59% | +0.568% |
| ABT Abbott Laboratories | 31,530 | $3.78M | $3.3M | - | -$479,598.26 | -12.7% | -0.091% |
| ACGL Arch Capital Group Ltd | 3,396 | $311,110.61 | $340,618.8 | - | $29,508.19 | 9.48% | +0.997% |
| ACN Accenture plc Class A | 5,948 | $1.17M | $1.34M | - | $162,801.48 | 13.89% | -0.205% |
| ACWI iShares MSCI ACWI ETF | 60 | $9,418 | $9,461.4 | - | $43.4 | 0.46% | -0.967% |
| ADBE Adobe Inc. | 18,289 | $6.55M | $4.46M | - | -$2.09M | -31.89% | -3.004% |
| ADI Analog Devices, Inc. | 1,680 | $535,327.83 | $678,619.2 | - | $143,291.37 | 26.77% | -0.002% |
| ADSK Autodesk, Inc. | 348 | $77,495.64 | $82,897.08 | - | $5,401.44 | 6.97% | -2.835% |
| AEM Agnico Eagle Mines Limited | 48 | $8,645.63 | $8,972.16 | - | $326.53 | 3.78% | -0.341% |
| AEP American Electric Power Company, Inc. | 180 | $16,509 | $22,761 | - | $6,252 | 37.87% | +1.738% |
| AEYE AudioEye, Inc. | 100 | $603 | $671 | - | $68 | 11.28% | -4.143% |
| AIG American International Group Inc. | 6,640 | $499,660 | $531,731.2 | - | $32,071.2 | 6.42% | +1.213% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,928 | $782,596 | $740,788.44 | - | -$41,807.56 | -5.34% | -3.097% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 10,794 | $1.18M | $3.09M | - | $1.91M | 161.07% | -5.272% |
| ALC Alcon Inc. | 91 | $6,733 | $6,027.84 | - | -$705.16 | -10.47% | -0.511% |
| ALGN Align Technology, Inc. | 29 | $4,606.94 | $4,285.91 | - | -$321.03 | -6.97% | -1.038% |
| ALLE Allegion plc | 8,043 | $1.17M | $1.25M | - | $82,159.96 | 7.04% | -0.225% |
| ALNY Alnylam Pharmaceuticals Inc | 692 | $224,486.55 | $161,374.4 | - | -$63,112.15 | -28.11% | -0.355% |
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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 Philippe Reitzer?
The largest contributions to the portfolio's profits come from the following stocks: Oracle Corporation - $81.93M, Amazon.com Inc - $77.69M, KLA Corporation - $40.44M, Microsoft Corp - $35.34M, and Broadcom Inc - $26.57M. 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 - $85.1M, Bristol-Myers Squibb Company - $14.1M, Schlumberger Limited - $13.91M, ServiceNow, Inc - $13.86M, and Synopsys, Inc - $11.76M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Philippe Reitzer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $49.27M earned over time. The largest contributors to dividend income include Microsoft Corp - $7.11M, Apple Inc - $2.84M, The Home Depot, Inc - $2.73M, Visa Inc. Class A - $2.34M, and Walmart Inc - $2.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Philippe Reitzer's monthly returns?
Philippe Reitzer'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 Philippe Reitzer's strategy be considered aggressive or moderate?
Philippe Reitzer'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 Philippe Reitzer's strategy?
Philippe Reitzer'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.
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