Todd A. Rustman Portfolio
Invests via Clarity Capital Partners LLC | Managed by Todd A. Rustman
Invests via Clarity Capital Partners LLC
Managed by Todd A. Rustman
Automatically Tracked
Todd A. Rustman Profile
Veteran finance executive focused on private equity and operational value creation across technology and business services, with experience leading deal execution, portfolio operations and capital raising. Todd A. Rustman has led cross-functional teams to scale growth-stage companies and optimize M&A integration, combining sector diligence with operational playbooks to drive EBITDA expansion and strategic exits for institutional investors.
Veteran finance executive focused on private equity and operational value creation across technology and business services, with experience leading deal execution, portfolio operations and capital raising. Todd A. Rustman has led cross-functional teams to scale growth-stage companies and optimize M&A integration, combining sector diligence with operational playbooks to drive EBITDA expansion and strategic exits for institutional investors.
Investment Philosophy & Strategy
Prioritizes control-oriented private equity investments in growth-stage technology and business-services companies, pairing rigorous sector diligence with hands-on operational playbooks to accelerate EBITDA and scalable go-to-market execution. Capital allocation emphasizes buyouts and minority growth rounds where operational governance and M&A integration can unlock multiples; time horizon is multi-year with value created through margin expansion, bolt-on consolidation and disciplined capital structure. Underwrites opportunities with measurable KPIs, tight downside protection and clear exit pathways to strategic or financial acquirers.
Prioritizes control-oriented private equity investments in growth-stage technology and business-services companies, pairing rigorous sector diligence with hands-on operational playbooks to accelerate EBITDA and scalable go-to-market execution. Capital allocation emphasizes buyouts and minority growth rounds where operational governance and M&A integration can unlock multiples; time horizon is multi-year with value created through margin expansion, bolt-on consolidation and disciplined capital structure. Underwrites opportunities with measurable KPIs, tight downside protection and clear exit pathways to strategic or financial acquirers.
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:
60.67%
Gain +0.01%
Monthly
1.62%
Yearly
21.33%
Drawdown
28.69%
$354.78M
Equity
Holdings
$354.78M
Investment
$216.08M
$152.41M
Profit +$21,095.02
Realized
$13.7M
Unrealized
$138.71M
Dividends
$4.92M
Goals
Avg. 23% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$21,095.02
Win %
76%
This Week
Compared To Last Week
Gain
0.01%
Profit
$21,095.02
Win %
76%
This Month
Compared to last month
Gain
-7.25%
Profit
-$27.76M
Win %
76%
This Year
Compared to last year
Gain
-10.89%
Profit
-$43.45M
Win %
76%
BKCH Global X Blockchain ETF
+403.44%
+$8.35M 
MSTX Defiance Daily 2x Long Master Fund
+6.24%
+$12,218.9 
AMD Advanced Micro Devices, Inc.
+4.73%
+$810,934 
QCOM QUALCOMM Incorporated
+4.32%
+$50,807.94 
MSGM Motorsport Games Inc.
+3.81%
+$2,457.6 
GEV GE Vernova Inc.
+3.73%
+$30,516.86 
TSLL Direxion Daily TSLA Bull 2X Shares
+3.58%
+$72,148.29 
GDX VanEck Gold Miners ETF
+2.97%
+$114,171.7 
JPM JPMorgan Chase & Co.
+2.31%
+$21,024.87 
FSK FS KKR Capital Corp.
+2.22%
+$4,450.8 
PM Philip Morris International Inc.
+1.95%
+$5,107.91 
CLSK CleanSpark, Inc.
+1.92%
+$89,937.51 
TSLA Tesla, Inc.
+1.82%
+$360,942.4 
SMH VanEck Semiconductor ETF
+1.73%
+$18,981.08 
TSLY YieldMax TSLA Option Income Strategy ETF
+1.66%
+$3,542 
BAC Bank of America Corporation
+1.56%
+$7,408.9 
XLF Financial Select Sector SPDR Fund
+1.37%
+$3,195.36 
EYLD Cambria Emerging Shareholder Yield Fund
+1.35%
+$6,381.75 
SVOL Simplify Volatility Premium ETF
+1.14%
+$6,962.58 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$11,160.22 
SPHD Invesco S&P 500 High Dividend Low Volatility ETF
+1.1%
+$2,961.85 
DELL Dell Technologies Inc.
+1.05%
+$103,601.52 
HOOD Robinhood Markets, Inc.
+1.04%
+$2,225.28 
ORLY O'Reilly Automotive Inc.
+1.02%
+$5,519.99 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,478.3 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$8,119.98 
FCPI Fidelity Stocks for Inflation ETF
+0.95%
+$3,190.56 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$29,880 
VTV Vanguard Value ETF
+0.94%
+$14,863.91 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$5,681 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$40,760.98 
SDY SPDR S&P Dividend ETF
+0.83%
+$7,170 
FTC First Trust Large Cap Growth Fund
+0.81%
+$2,789.26 
GM General Motors Company
+0.8%
+$4,321.2 
GE General Electric Company
+0.76%
+$4,503.38 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$4,204.55 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$1,741.5 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$2,494.66 
AUSF Global X Adaptive U.S. Factor ETF
+0.7%
+$4,010.65 
COST Costco Wholesale Corporation
+0.68%
+$3,163.49 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,013 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$11,339.22 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$11,490.77 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$7,669.8 
IVV iShares Core S&P 500 ETF
+0.55%
+$7,083.92 
VOO Vanguard S&P 500 ETF
+0.55%
+$19,872.4 
HON Honeywell International Inc.
+0.54%
+$2,421.65 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$8,602.42 
GOOGL Alphabet Inc
+0.53%
+$62,737.77 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$1,416.97 
FTGS First Trust Growth Strength ETF
+0.5%
+$1,689.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$3,024.98 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$3,031.93 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$1,457.4 
FTCS First Trust Capital Strength ETF
+0.39%
+$1,179.93 
NVDL Graniteshares 2x Long Nvidia Daily ETF
+0.37%
+$1,718.15 
XOM Exxon Mobil Corporation
+0.28%
+$3,069.14 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$3,506.5 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$884.7 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$511.1 
NVDA NVIDIA Corporation
+0.16%
+$26,805.12 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$229.97 
MSFT Microsoft Corp.
+0.1%
+$6,705.03 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$1,791.55 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$141.76 
PANW Palo Alto Networks, Inc.
+0.03%
+$124.02 
BITB Bitwise Bitcoin ETF
+0.03%
+$112.85 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.03%
+$145.87 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$42.28 
ORCL Oracle Corporation
+0.02%
+$34.88 
AENTW Adara Acquisition Corp. Unit Warrant
0%
$0 
BITF Bitfarms Ltd.
0%
$0 
BK The Bank of New York Mellon Corporation
0%
$0 
ELDN Eledon Pharmaceuticals Inc.
0%
$0 
MSTU
0%
$0 
SNOW
0%
$0 
SMCI Super Micro Computer Inc
-4.72%
-$166,626.99 
MKZR Mackenzie Realty Capital Inc.
-4.25%
-$349.47 
TEM Tempus AI, Inc.
-3.57%
-$141,860.19 
SE Sea Ltd.
-3.21%
-$9,927.5 
AENT Alliance Entertainment Holding Corp.
-2.64%
-$3.4M 
PLTR Palantir Technologies Inc.
-2.36%
-$409,536.51 
DRIO DarioHealth Corp.
-1.94%
-$197.75 
AAPL Apple Inc.
-1.52%
-$114,381 
MU Micron Technology, Inc.
-1.43%
-$56,027.58 
MELI MercadoLibre, Inc.
-1.27%
-$3,039.6 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$57,286.52 
AMZN Amazon.com Inc
-1.23%
-$114,471.69 
NFLX Netflix, Inc.
-1.14%
-$3,561.9 
IBM International Business Machines Corporation
-0.95%
-$2,565.65 
AVGO Broadcom Inc.
-0.91%
-$3,111.5 
EW Edwards Lifesciences Corporation
-0.76%
-$5,361.2 
SOFI SoFi Technologies, Inc.
-0.54%
-$33,668.37 
ISRG Intuitive Surgical, Inc.
-0.45%
-$9,864.2 
COIN Coinbase Global, Inc.
-0.41%
-$12,875.65 
CRM Salesforce Inc
-0.34%
-$7,793.52 
DIS The Walt Disney Company
-0.3%
-$5,300.68 
META Meta Platforms Inc Class A
-0.26%
-$909.16 
XHB SPDR S&P Homebuilders ETF
-0.22%
-$541.68 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.16%
-$420.28 
CLM Cornerstone Strategic Investment Fund, Inc.
-0.13%
-$140.89 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$501.93 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$746.52 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$655.86 
FICS FT International Developed Capital Strength Fund
-0.06%
-$198.07 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.06%
-$241.06 
NLY Annaly Capital Management, Inc.
-0.04%
-$109.81 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$88.4 Events
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Dividends
Dividend Analysis
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| Trades 790 | Longs Won 529/790 66% | Profit Factor 8.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.92M |
| Average Win $324,045.85 | Best Trade (Jun 14) $46.94M | Sharpe Ratio -7.96 |
| Average Loss -$75,115.51 | Worst Trade (Jun 14) -$3.01M | Z-Score 2.73 (99.37%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2d | Expectancy $192,925.58 |
| 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% | 2.06% |
| Consecutive Losing Trades | 4,717 | 4,245 | 3,774 | 3,302 | 2,830 | 2,358 | 1,887 | 1,415 | 943 | 472 |
Hover over the desired column for a detailed explanation.
Returns
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