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:
25.52%
Gain -0.43%
Monthly
1.14%
Yearly
14.59%
Drawdown
25.65%
$4.77B
Equity
Holdings
$4.77B
Investment
$3.85B
$1.1B
Profit -$18.86M
Realized
$174.72M
Unrealized
$920.77M
Dividends
$43.48M
Goals
Avg. 90.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$18.86M
Win %
64%
This Week
Compared To Last Week
Gain
-0.68%
Profit
-$32.42M
Win %
64%
This Month
Compared to last month
Gain
-0.39%
Profit
-$18.86M
Win %
64%
This Year
Compared to last year
Gain
4.05%
Profit
$186.51M
Win %
63%
AMZN Amazon.com Inc
+15.32%
+$58.05M 
DXCM DexCom, Inc.
+11.95%
+$5,969.7 
NABL N-able Inc.
+7.34%
+$313.6 
ETN Eaton Corporation plc
+7.32%
+$2.63M 
GOOG Alphabet Inc
+6.88%
+$18.7M 
GOOGL Alphabet Inc
+6.73%
+$14.74M 
WY Weyerhaeuser Company
+6.51%
+$5,967 
NVT nVent Electric plc
+6.24%
+$64,681.89 
ANET Arista Networks, Inc.
+5.46%
+$1.99M 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$19,474.12 
FTNT Fortinet Inc.
+4.99%
+$47,847.8 
SOLS Sollensys Corp
+4.84%
+$539.32 
APO Apollo Global Management, Inc.
+4.44%
+$2,136 
SNPS Synopsys, Inc.
+4.41%
+$1.51M 
CACI Caci International Inc.
+4.27%
+$58,833.57 
ZM Zoom Video Communications, Inc.
+4.06%
+$273.75 
NTSK Netskope, Inc.
+4.05%
+$269.5 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$124,562.87 
MDB MongoDB Inc.
+3.56%
+$33,268.83 
FERG Ferguson Enterprises Inc
+3.52%
+$26,261.15 
PRCT Procept BioRobotics Corporation
+3.44%
+$73,430.32 
TT Trane Technologies plc
+3.33%
+$789,950.7 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$6,169.65 
META Meta Platforms Inc Class A
+3.28%
+$151,765.04 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$99.6 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$225.6 
MSFT Microsoft Corp.
+3.02%
+$14.62M 
LITE Lumentum Holdings Inc.
+2.99%
+$452,854.12 
NVDA NVIDIA Corporation
+2.93%
+$15.23M 
GPOR Gulfport Energy Corporation
+2.84%
+$2,118.2 
GNRC Generac Holdings Inc.
+2.71%
+$18,678.4 
HIMS Hims & Hers Health, Inc.
+2.7%
+$292 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$363.95 
NOVT Novanta Inc.
+2.62%
+$17,985.24 
TASK TaskUs, Inc.
+2.62%
+$315.89 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$4,406.9 
MTD Mettler-Toledo International Inc.
+2.58%
+$26,767.54 
ATRA Atara Biotherapeutics, Inc.
+2.57%
+$36.96 
ESTC Elastic N.V.
+2.4%
+$30,800 
AR Antero Resources Corporation
+2.38%
+$1,569.12 
CVX Chevron Corporation
+2.35%
+$38,266.32 
MRVL Marvell Technology, Inc.
+2.32%
+$38,139.78 
ORLY O'Reilly Automotive Inc.
+2.28%
+$1.28M 
WDC Western Digital Corporation
+2.21%
+$672.6 
EOG EOG Resources, Inc.
+2.19%
+$810.9 
JD JD.com Inc.
+2.17%
+$3,307.49 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$107.28 
CDNS Cadence Design Systems, Inc.
+2.16%
+$97,667.72 
CSCO Cisco Systems, Inc.
+2.14%
+$103,231.26 
LNG Cheniere Energy Inc.
+2.13%
+$2,479.51 
PSA Public Storage Common Stock
+2.12%
+$181.44 
CRI Carter's Inc.
+2.06%
+$307.32 
KEYS Keysight Technologies, Inc.
+2.04%
+$4,409.09 
TDOC Teladoc Health Inc.
+1.98%
+$20.8 
AM Antero Midstream Corporation
+1.95%
+$11,854.92 
ROK Rockwell Automation, Inc.
+1.93%
+$47,318.07 
POCI Precision Optics Corporation, Inc.
+1.92%
+$0.8 
PANW Palo Alto Networks, Inc.
+1.89%
+$1.98M 
FIX Comfort Systems USA, Inc.
+1.88%
+$17,676.73 
IONQ IonQ, Inc.
+1.87%
+$1,490.75 
CRM Salesforce Inc
+1.83%
+$217,608.94 
ORCL Oracle Corporation
+1.81%
+$8,854.23 
HWM Howmet Aerospace Inc.
+1.8%
+$926,740.02 
HCA HCA Healthcare Inc.
+1.72%
+$66,843.9 
ZTS Zoetis Inc.
+1.66%
+$221,072.22 
FLEX Flex Ltd.
+1.64%
+$6,668.16 
RMBS Rambus Inc.
+1.62%
+$377 
ACN Accenture plc Class A
+1.61%
+$15,643.3 
BSX Boston Scientific Corporation
+1.59%
+$667,858.02 
ATRO Astronics Corporation
+1.58%
+$54 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$78,219.2 
ITT Itt Inc.
+1.54%
+$19,402.78 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$20,907.73 
VZ Verizon Communications Inc.
+1.52%
+$420 
IYC iShares U.S. Consumer Discretionary ETF
+1.5%
+$61,158 
LMT Lockheed Martin Corporation
+1.5%
+$405.61 
RSPG Invesco S&P 500 Equal Weight Energy ETF
+1.45%
+$218.79 
NOC Northrop Grumman Corporation
+1.43%
+$91.56 
PWR Quanta Services Inc.
+1.43%
+$17,099.76 
GE General Electric Company
+1.42%
+$34,812.62 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$725.46 
SLB Schlumberger Limited
+1.39%
+$4,408.44 
KLAC KLA Corporation
+1.38%
+$546,494.94 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$124,798.8 
OVV Ovintiv Inc.
+1.36%
+$1.68 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$3,238.5 
RRX Regal Rexnord Corporation
+1.3%
+$5,818.56 
FTV Fortive Corporation
+1.25%
+$200.75 
CMCSA Comcast Corp
+1.23%
+$20.88 
COP ConocoPhillips
+1.22%
+$145 
WFC Wells Fargo & Company
+1.19%
+$44.88 
BN Brookfield Corporation
+1.19%
+$1,800 
HONA Honeywell Aerospace Inc.
+1.18%
+$341.22 
MRCY Mercury Systems Inc.
+1.18%
+$725.46 
AMAT Applied Materials, Inc.
+1.18%
+$2,029.61 
IOO iShares Global 100 ETF
+1.15%
+$20,926.78 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$400 
MSI Motorola Solutions, Inc.
+1.14%
+$553,381.52 
TCOM Trip.com Group Limited American Depositary Receipt
+1.14%
+$9,615.76 
SARO StandardAero, Inc.
+1.14%
+$5,189.25 
VUG Vanguard Growth ETF
+1.1%
+$2,762.1 
VEEV Veeva Systems Inc.
+1.1%
+$1,511.82 
EQT EQT Corporation
+1.1%
+$873.48 
ESAB Esab Corporation
+1.1%
+$5,328.86 
VMI Valmont Industries, Inc.
+1.07%
+$4,866.06 
NOW ServiceNow, Inc.
+1.05%
+$55,682.32 
Z Zillow Group Inc.
+1.04%
+$105 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$13,816.12 
ADBE Adobe Inc.
+1.01%
+$45,905.57 
XLE Energy Select Sector SPDR Fund
+1%
+$1,475 
QUBT Quantum Computing Inc.
+1%
+$148 
URI United Rentals, Inc.
+0.99%
+$11,958.76 
TDY Teledyne Technologies Incorporated
+0.98%
+$4,933.1 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+0.97%
+$490.77 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$646.8 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.93%
+$387.36 
UNP Union Pacific Corporation
+0.92%
+$4,872.77 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$9,106.88 
TECB iShares U.S. Tech Breakthrough Multisector ETF
+0.91%
+$9,674.49 
FLS Flowserve Corporation
+0.89%
+$2,015.36 
WMB The Williams Companies, Inc.
+0.89%
+$19,812.24 
FLBR Franklin FTSE Brazil ETF
+0.88%
+$2,414.8 
IBM International Business Machines Corporation
+0.86%
+$37,214.05 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$1,027.78 
CNQ Canadian Natural Resources Limited
+0.85%
+$6,000 
GEV GE Vernova Inc.
+0.85%
+$299,201.55 
CP Canadian Pacific Kansas City Limited
+0.83%
+$122,507.87 
FIDU Fidelity MSCI Industrials Index ETF
+0.83%
+$537.42 
SU Suncor Energy Inc.
+0.82%
+$1,240.8 
MCD McDonald's Corporation
+0.82%
+$224,357.02 
GMAB Genmab A/S Sponsored ADR
+0.8%
+$439.99 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$3,827.97 
TSLA Tesla, Inc.
+0.76%
+$5,501.11 
VNT Vontier Corporation
+0.75%
+$4.8 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$21,322.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,523.53 
AME Ametek Inc.
+0.71%
+$42.5 
CAT Caterpillar Inc.
+0.7%
+$40,421.36 
BMY Bristol-Myers Squibb Company
+0.69%
+$414 
CARR Carrier Global Corporation
+0.68%
+$7,135.38 
QTUM Defiance Quantum ETF
+0.67%
+$1,712.68 
DOW Dow Inc.
+0.67%
+$48.8 
PTC PTC Inc.
+0.66%
+$10,800 
PLTR Palantir Technologies Inc.
+0.65%
+$26,591.13 
BLDR Builders FirstSource, Inc.
+0.65%
+$20,203.46 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,086.8 
IWB iShares Russell 1000 ETF
+0.64%
+$6,155.9 
BEPC Brookfield Renewable Corporation
+0.63%
+$2,038.89 
SYY Sysco Corporation
+0.63%
+$250.69 
EXPE Expedia Group, Inc.
+0.62%
+$14,711.68 
HEI Heico Corporation
+0.62%
+$405.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,429.45 
STAA Staar Surgical Company
+0.58%
+$55.3 
VSCO Victoria's Secret & Co.
+0.58%
+$6,411.72 
MO Altria Group, Inc.
+0.57%
+$2,986.23 
SSD Simpson Manufacturing Co., Inc.
+0.57%
+$6,412.57 
RYT Invesco S&P 500 Equal Weight ETF
+0.57%
+$398.82 
QBTS D-Wave Quantum Inc.
+0.56%
+$165 
APH Amphenol Corporation
+0.55%
+$34.32 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$350 
STX Seagate Technology Holdings plc
+0.52%
+$21,529.15 
GM General Motors Company
+0.52%
+$647.68 
Q Qnity Electronics Inc.
+0.51%
+$85.8 
ACWI iShares MSCI ACWI ETF
+0.49%
+$46.2 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$324.8 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$18,857.95 
PAYX Paychex Inc.
+0.44%
+$51 
ENPH Enphase Energy, Inc.
+0.43%
+$522.56 
PEN Penumbra Inc.
+0.42%
+$136 
RKLB Rocket Lab Corporation
+0.42%
+$202.5 
CASY Casey's General Stores Inc.
+0.4%
+$31,342.5 
PFE Pfizer Inc.
+0.4%
+$2,716.5 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$491.3 
RTX RTX Corporation
+0.39%
+$8,426.88 
AVGO Broadcom Inc.
+0.37%
+$272,979.36 
PG Procter & Gamble Co
+0.37%
+$10,790.27 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,051.3 
OTIS Otis Worldwide Corporation
+0.36%
+$1,581.84 
TDG TransDigm Group Inc.
+0.36%
+$67.05 
BAC Bank of America Corporation
+0.36%
+$16,557.42 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,385.6 
RF Regions Financial Corporation
+0.32%
+$2,247.8 
AZO AutoZone Inc.
+0.32%
+$9,767.05 
MRK Merck & Co., Inc.
+0.32%
+$14,480.32 
KD Kyndryl Holdings Inc.
+0.3%
+$8.88 
JPM JPMorgan Chase & Co.
+0.27%
+$133,507.26 
AMP Ameriprise Financial, Inc.
+0.25%
+$41.4 
TWST Twist Bioscience Corporation
+0.24%
+$22 
WCC Wesco International Inc.
+0.24%
+$1,380.03 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$150.96 
ALLE Allegion plc
+0.22%
+$2,734.56 
CME CME Group Inc.
+0.21%
+$356.26 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$3,741.08 
JNJ Johnson & Johnson
+0.21%
+$48,023.3 
ADI Analog Devices, Inc.
+0.2%
+$1,243.18 
INDA ISHARES MSCI INDIA ETF
+0.2%
+$129.7 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$472.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$246.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,940.9 
MS Morgan Stanley
+0.17%
+$1,366.93 
NP Neptune Insurance Holdings Inc.
+0.16%
+$925.45 
CB Chubb Limited
+0.15%
+$2,839.74 
DELL Dell Technologies Inc.
+0.14%
+$3,250.24 
XYL Xylem Inc.
+0.13%
+$118.95 
MMM 3M Company
+0.12%
+$572.23 
RSPC Invesco S&P 500 Equal Weight Communication Services ETF
+0.11%
+$16.48 
BDX Becton, Dickinson and Company
+0.1%
+$2,322.54 
ISRG Intuitive Surgical, Inc.
+0.1%
+$53,032.65 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$35.73 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$763.11 
C Citigroup Inc.
+0.1%
+$2,549.49 
WM Waste Management, Inc.
+0.1%
+$10,270.7 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.1%
+$81 
WMT Walmart Inc.
+0.09%
+$127,963.26 
ABT Abbott Laboratories
+0.09%
+$2,837.7 
AEP American Electric Power Company, Inc.
+0.06%
+$12.6 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$1,188.07 
PSTL Postal Realty Trust, Inc.
+0.04%
+$171.81 
USFD US Foods Holding Corp
+0.04%
+$252.28 
HXL Hexcel Corporation
+0.04%
+$23.24 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$163.29 
DIS The Walt Disney Company
+0.03%
+$490.08 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$11.84 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$27.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$7.5 
ILMN Illumina, Inc.
+0.01%
+$0.52 
CDNMF EGR Exploration Ltd.
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
HBM Hudbay Minerals Inc.
0%
$0 
MSGNF Man Sang International Ltd.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 BAM
BAM
0%
$0 GMEW
GMEWS
0%
$0 
CTVA Corteva Inc.
-11.9%
-$2,264.19 
COIN Coinbase Global, Inc.
-10.59%
-$363.72 
NBIX Neurocrine Biosciences Inc.
-10.08%
-$2,805 
RIVN Rivian Automotive, Inc.
-9.57%
-$27.37 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$36,638.62 
AAPL Apple Inc.
-7.35%
-$26M 
AXSM Axsome Therapeutics, Inc.
-7.1%
-$112,420.73 
MOG-A Moog Inc.
-7.01%
-$49,421.4 
SYK Stryker Corporation
-6.42%
-$4.1M 
CLS Celestica Inc.
-6%
-$296.1 
LIN Linde plc
-5.95%
-$2.08M 
MU Micron Technology, Inc.
-5.9%
-$3.63M 
WGS GeneDx Holdings Corp.
-5.58%
-$2,310 
OKLO Oklo Inc.
-5.5%
-$161,397.9 
MRNA Moderna, Inc.
-5.35%
-$67,558.3 
SNDK SanDisk Corporation
-5.09%
-$230,299.68 
NNE Nano Nuclear Energy Inc.
-4.62%
-$308 
MSTR Strategy Inc.
-4.56%
-$1,248.8 
BFAM Bright Horizons Family Solutions Inc.
-4.37%
-$19,948.5 
SPOT Spotify Technology S.A.
-4.34%
-$124,299.56 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-4.3%
-$79.8 
SHOP Shopify Inc.
-4.29%
-$3,753.75 
TYL Tyler Technologies Inc.
-4.24%
-$34,905.63 
WPM Wheaton Precious Metals Corp.
-3.84%
-$16,399.5 
FNV Franco-Nevada Corporation
-3.81%
-$3,165 
AU AngloGold Ashanti plc
-3.66%
-$93,310 
AEM Agnico Eagle Mines Limited
-3.63%
-$263.04 
GDX VanEck Gold Miners ETF
-3.49%
-$45,560.03 
GLDG Goldmining Inc.
-3.49%
-$30 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$4,078.95 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$325 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$39,699.06 
CI The Cigna Group
-2.99%
-$335.79 
IBIT iShares Bitcoin Trust
-2.89%
-$726.1 
CRWV CoreWeave, Inc.
-2.88%
-$979.8 
INCY Incyte Corporation
-2.82%
-$3,365.9 
SBSW Sibanye Stillwater Ltd - ADR
-2.75%
-$125 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$3,916.81 
EQIX Equinix, Inc.
-2.7%
-$18,899.25 
QCOM QUALCOMM Incorporated
-2.63%
-$662.34 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$12,344.22 
CRCL Circle Internet Group, Inc.
-2.54%
-$81,614.1 
ABBV AbbVie Inc.
-2.51%
-$37,901.26 
ALGN Align Technology, Inc.
-2.45%
-$123.25 
RAL Ralliant Corporation
-2.43%
-$133.66 
ICE Intercontinental Exchange, Inc.
-2.42%
-$11,631.51 
DLR Digital Realty Trust, Inc.
-2.42%
-$46.7 
FMAT Fidelity MSCI Materials Index ETF
-2.33%
-$318.24 
ARKK ARK Innovation ETF Fund
-2.28%
-$972.76 
NVR NVR, Inc.
-2.25%
-$9,914.13 
KGC Kinross Gold Corporation
-2.2%
-$0.52 
BA Boeing Company
-2.15%
-$975.8 
ARGX argenx SE American Depositary Receipt
-2.15%
-$6,134.52 
CBRS Cerebras Systems Inc.
-2.15%
-$67,828.47 
NEM Newmont Corporation
-2.14%
-$8,425.5 
ARKF Ark Fintech Innovation ETF
-2.1%
-$556.75 
CCJ Cameco Corporation
-2.1%
-$15,162.6 
WSM Williams-Sonoma, Inc.
-2%
-$35,383.46 
NFLX Netflix, Inc.
-2%
-$90,795.94 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$3,052.51 
AWK American Water Works Company, Inc.
-1.93%
-$3,255.12 
AMD Advanced Micro Devices, Inc.
-1.9%
-$997,293.84 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.87%
-$11,674.41 
IBB iShares Biotechnology ETF
-1.87%
-$12,236.88 
NXE NexGen Energy Ltd.
-1.82%
-$318.75 
ARKG ARK Genomic Revolution ETF
-1.78%
-$228.2 
APD Air Products and Chemicals, Inc.
-1.77%
-$37,679.76 
STLA Stellantis N.V.
-1.71%
-$121.7 
FTXG First Trust Nasdaq Food & Beverage ETF
-1.7%
-$528.01 
UNH UnitedHealth Group Incorporated
-1.68%
-$9,070.82 
LEN Lennar Corporation
-1.67%
-$2,410.8 
POST Post Holdings Inc.
-1.67%
-$6,283.7 
CTNM Contineum Therapeutics, Inc.
-1.65%
-$57.2 
SQ Block, Inc.
-1.64%
-$2,764.8 
SNOW Snowflake Inc.
-1.62%
-$98,125.76 
NVAX Novavax Inc.
-1.61%
-$14.4 
SOLV Solventum Corporation
-1.59%
-$310.5 
LRCX Lam Research Corporation
-1.58%
-$470 
IPAY Amplify Digital Payments ETF
-1.57%
-$856.8 
GLD SPDR Gold Shares
-1.49%
-$3,315.79 
CMP Compass Minerals International Inc.
-1.48%
-$90.64 
HHH Howard Hughes Holdings Inc.
-1.46%
-$194.75 
UEC Uranium Energy Corp.
-1.44%
-$286.02 
PLUG Plug Power Inc.
-1.44%
-$14.7 
KDP Keurig Dr Pepper Inc.
-1.43%
-$5,475.15 
AMRZ Amrize Ltd.
-1.39%
-$278.76 
NKE Nike, Inc. - Class B
-1.37%
-$14,332.38 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$27,040.13 
CLH Clean Harbors Inc.
-1.35%
-$5,589.42 
SEDG SolarEdge Technologies Inc.
-1.34%
-$13.44 
DD DuPont de Nemours, Inc.
-1.32%
-$480.24 
RXRX Recursion Pharmaceuticals, Inc.
-1.32%
-$36.96 
TTD The Trade Desk, Inc. Class A
-1.31%
-$57.6 
MNST Monster Beverage Corporation
-1.3%
-$38.1 
MDLZ Mondelez International, Inc.
-1.22%
-$3,075.39 
UBS UBS Group AG
-1.22%
-$47,152.95 
TJX The TJX Companies, Inc.
-1.21%
-$10,870.98 
ICLR ICON plc
-1.18%
-$319.48 
SHW The Sherwin-Williams Company
-1.16%
-$4,468.79 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$3,063.48 
NEE NextEra Energy, Inc.
-1.15%
-$67,861.9 
WRB W.R. Berkley Corporation
-1.15%
-$6,328.56 
DE Deere & Company
-1.13%
-$504,940.06 
DEO Diageo plc Sponsored ADR
-1.12%
-$2,022 
IR Ingersoll Rand Inc.
-1.11%
-$175,570.38 
TXN Texas Instruments Inc
-1.08%
-$9,609.7 
LOW Lowe's Companies Inc.
-1.08%
-$7,075.6 
PLD Prologis Inc.
-1.08%
-$7,234.82 
MCK McKesson Corporation
-1.08%
-$30,849.23 
CRH CRH plc
-1.03%
-$337,320.04 
INTC Intel Corporation
-1.02%
-$27,860.94 
KO The Coca-Cola Company
-1.02%
-$86,047.2 
SWK Stanley Black & Decker Inc.
-1.01%
-$37.83 
DKNG DraftKings Inc.
-1.01%
-$322.8 
UPS United Parcel Service, Inc.
-1%
-$966 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$108,313.8 
VMC Vulcan Materials Company
-0.98%
-$4,693.82 
EW Edwards Lifesciences Corporation
-0.98%
-$26,639 
XOM Exxon Mobil Corporation
-0.97%
-$164,814.66 
RACE Ferrari N.V.
-0.97%
-$111,434.63 
MET MetLife Inc.
-0.97%
-$3,771.28 
IXJ iShares Global Healthcare ETF
-0.97%
-$43,387.54 
EWJ iShares MSCI Japan ETF
-0.96%
-$1,391.4 
CHWY Chewy Inc.
-0.96%
-$2,241.8 
ALC Alcon Inc.
-0.96%
-$60.97 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,332.2 
CRSP Crispr Therapeutics AG
-0.93%
-$453.6 
HALO Halozyme Therapeutics Inc.
-0.91%
-$494 
RVTY Revvity Inc.
-0.9%
-$790.5 
FN Fabrinet
-0.89%
-$4,966.63 
PGR Progressive Corporation
-0.87%
-$5,139.18 
O Realty Income Corporation
-0.87%
-$82.32 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$6,397.68 
GWRE GUIDEWIRE SOFTWARE INC
-0.83%
-$190.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$212.22 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$6,373.08 
GILD Gilead Sciences Inc.
-0.81%
-$4,344.16 
XP Xp Inc.
-0.81%
-$11.9 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$77.52 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$312,933.21 
PYPL PayPal Holdings Inc
-0.76%
-$212.96 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$6,182 
CVS CVS Health Corporation
-0.75%
-$3,933.41 
SPGI S&P Global Inc.
-0.74%
-$10,207.78 
MA Mastercard Incorporated
-0.74%
-$21,143.77 
GME Gamestop Corp.
-0.73%
-$23.2 
BLK BlackRock, Inc.
-0.73%
-$6,806.93 
NTRA NATERA INC (Common Stock) – ticker 45E
-0.7%
-$12,646.33 
RPM RPM International Inc.
-0.7%
-$6,148.4 
MP MP Materials Corp.
-0.7%
-$117,331.1 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$118.8 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,075.76 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$5,875.09 
AEYE AudioEye, Inc.
-0.69%
-$4 
RSPS Invesco S&P 500 Equal Weight Consumer Staples ETF
-0.68%
-$97.44 
AMGN Amgen Inc.
-0.64%
-$9,171.08 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$396.9 
BE Bloom Energy Corporation
-0.63%
-$10,360.79 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,151.36 
AMT American Tower Corporation
-0.63%
-$595.11 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,791.9 
PM Philip Morris International Inc.
-0.61%
-$16,675.62 
ECL Ecolab Inc.
-0.61%
-$10,935.45 
DHR Danaher Corporation
-0.61%
-$187,746.3 
ACGL Arch Capital Group Ltd
-0.6%
-$2,071.56 
VLTO Veralto Corporation
-0.57%
-$2,981.88 
SBUX Starbucks Corporation
-0.57%
-$797.4 
ULS Ul Solutions Inc.
-0.56%
-$2,102.36 
SITE SiteOne Landscape Supply Inc.
-0.55%
-$2,919.28 
WAB Wabtec Corporation
-0.55%
-$91,747.2 
EMBC Embecta Corp.
-0.55%
-$3.32 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,620 
FIVN Five9 Inc.
-0.54%
-$135 
LLY Eli Lilly and Company
-0.53%
-$302,662.62 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$17,200.7 
IWM iShares Russell 2000 ETF
-0.47%
-$1,435.86 
RSPD Invesco S&P 500 Equal Weight Consumer Discretionary ETF
-0.47%
-$125.55 
CF CF Industries Holdings, Inc.
-0.46%
-$5,386.46 
AVDE Avantis International Equity ETF
-0.46%
-$7,785.12 
PEP PepsiCo, Inc.
-0.46%
-$10.88 
COO The Cooper Companies, Inc.
-0.45%
-$810.15 
TRV The Travelers Companies, Inc.
-0.43%
-$3,462.12 
TEL TE Connectivity plc
-0.43%
-$8,212.92 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.43%
-$176.7 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$148,982.33 
HD The Home Depot, Inc.
-0.42%
-$182,260.81 
MELI MercadoLibre, Inc.
-0.41%
-$10,121.82 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$3,454.56 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$128,516.29 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$2,070 
AIG American International Group Inc.
-0.39%
-$2,058.4 
AXP American Express Company
-0.38%
-$43,182.2 
FDX FedEx Corporation
-0.37%
-$102.35 
MDT Medtronic plc
-0.37%
-$3,078.4 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$762.73 
RSG Republic Services, Inc.
-0.37%
-$2,155.14 
ERTH Invesco MSCI Sustainable Future ETF
-0.37%
-$401.2 
KVUE Kenvue Inc.
-0.36%
-$3,515.19 
TMUS T-Mobile US, Inc.
-0.36%
-$4,137.77 
DG Dollar General Corporation
-0.35%
-$1,430.54 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$437.25 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,803.87 
JMIA Jumia Technologies AG
-0.34%
-$1,102.2 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$4,998.72 
ADSK Autodesk, Inc.
-0.33%
-$267.96 
CL Colgate-Palmolive Company
-0.33%
-$372.6 
CEG Constellation Energy Corporation
-0.31%
-$3,200.31 
VXF Vanguard Extended Market ETF
-0.3%
-$132.77 
KSPI JSC Kaspi.kz American Depositary Receipt
-0.29%
-$52 
VST Vistra Corp
-0.29%
-$43 
MTB M&T Bank Corporation
-0.29%
-$142 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,819.22 
RSPF Invesco S&P 500 Equal Weight Financials ETF
-0.28%
-$131.56 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,731.61 
VTV Vanguard Value ETF
-0.27%
-$471.99 
CNP CenterPoint Energy Inc.
-0.26%
-$1,805.08 
BX Blackstone Inc.
-0.25%
-$665.61 
MFC Manulife Financial Corporation
-0.25%
-$69.85 
A Agilent Technologies Inc.
-0.24%
-$136 
HUBB Hubbell Inc.
-0.24%
-$2,036.06 
COST Costco Wholesale Corporation
-0.24%
-$481,340.43 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$643.95 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$295 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$338.19 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,141.2 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$10,811.58 
MKL Markel Group Inc.
-0.2%
-$194.82 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$9,025.2 
IMCR Immunocore Holdings plc American Depositary Receipt
-0.18%
-$609 
BKNG Booking Holdings Inc.
-0.18%
-$4,225.43 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$468.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$144.64 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$15,396.84 
TPR Tapestry Inc.
-0.14%
-$3,174.36 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$3,447.77 
QGEN QIAGEN N.V.
-0.12%
-$203.2 
SPIP SPDR Portfolio TIPS ETF
-0.12%
-$294.87 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$11,947.26 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$682.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$858 
TIP iShares TIPS Bond ETF
-0.1%
-$63.47 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$5,105.45 
PGX Invesco Preferred ETF
-0.09%
-$4,850.94 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$9,492.39 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$270.24 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$55.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,204.6 
VO Vanguard Mid-Cap ETF
-0.05%
-$254.4 
HOOD Robinhood Markets, Inc.
-0.05%
-$1,920 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$46.72 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$14 
CAE CAE Inc.
-0.04%
-$335.02 
V Visa Inc. Class A
-0.04%
-$67,319.09 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$838.9 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$299.93 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$14.29 
UBER Uber Technologies, Inc.
-0.01%
-$221.78 Events
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Dividends
Dividend Analysis
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| Trades 2552 | Longs Won 1569/2552 61% | Profit Factor 3.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.49M |
| Average Win $996,866.27 | Best Trade (Aug 28) $228.53M | Sharpe Ratio -14.94 |
| Average Loss -$476,607.67 | Worst Trade (Jun 30) -$55.37M | Z-Score 1.66 (90.37%) |
| Commissions $0 | Avg. Trade Length 6m 5d | Expectancy $429,266.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,000 | 9,000 | 8,000 | 7,000 | 6,000 | 5,000 | 4,000 | 3,000 | 2,000 | 1,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 400 | $46,792 | $55,348 | - | $8,556 | 18.29% | -0.245% |
| AAPL Apple Inc. | 1.06M | $238.43M | $327.58M | - | $89.15M | 37.39% | -7.354% |
| ABBV AbbVie Inc. | 5,858 | $1.27M | $1.47M | - | $201,271.06 | 15.86% | -2.513% |
| ABT Abbott Laboratories | 31,530 | $3.78M | $3.33M | - | -$444,442.31 | -11.77% | +0.085% |
| ACGL Arch Capital Group Ltd | 3,396 | $311,110.61 | $341,399.88 | - | $30,289.27 | 9.74% | -0.603% |
| ACN Accenture plc Class A | 5,948 | $1.17M | $986,892.16 | - | -$185,394.44 | -15.81% | +1.611% |
| ACWI iShares MSCI ACWI ETF | 60 | $9,418 | $9,385.8 | - | -$32.2 | -0.34% | +0.495% |
| ADBE Adobe Inc. | 18,289 | $6.55M | $4.58M | - | -$1.98M | -30.13% | +1.013% |
| ADI Analog Devices, Inc. | 1,680 | $535,327.83 | $617,248.8 | - | $81,920.97 | 15.3% | +0.202% |
| ADSK Autodesk, Inc. | 348 | $77,495.64 | $81,501.6 | - | $4,005.96 | 5.17% | -0.328% |
| AEM Agnico Eagle Mines Limited | 48 | $8,645.63 | $6,972.96 | - | -$1,672.67 | -19.35% | -3.635% |
| AEP American Electric Power Company, Inc. | 180 | $16,509 | $23,013 | - | $6,504 | 39.4% | +0.055% |
| AEYE AudioEye, Inc. | 100 | $603 | $579 | - | -$24 | -3.98% | -0.686% |
| AIG American International Group Inc. | 6,640 | $499,660 | $521,771.2 | - | $22,111.2 | 4.43% | -0.393% |
| AIQ Global X Artificial Intelligence & Technology ETF | 11,928 | $782,596 | $702,439.92 | - | -$80,156.08 | -10.24% | +0.341% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 10,794 | $1.18M | $3.36M | - | $2.18M | 184.04% | +3.851% |
| ALC Alcon Inc. | 91 | $6,733 | $6,273.54 | - | -$459.46 | -6.82% | -0.963% |
| ALGN Align Technology, Inc. | 29 | $4,606.94 | $4,905.64 | - | $298.7 | 6.48% | -2.451% |
| ALLE Allegion plc | 8,043 | $1.17M | $1.27M | - | $98,245.88 | 8.41% | +0.216% |
| ALNY Alnylam Pharmaceuticals Inc | 692 | $224,486.55 | $142,219.84 | - | -$82,266.71 | -36.65% | +0.019% |
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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 - $40.45M, Microsoft Corp - $34.37M, and Broadcom Inc - $26.45M. 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 - $13.92M, 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 $43.48M earned over time. The largest contributors to dividend income include Microsoft Corp - $6.13M, Apple Inc - $2.84M, The Home Depot, Inc - $2.42M, Visa Inc. Class A - $2.34M, and Costco Wholesale Corporation - $1.89M. 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.
