MS
Michael Schneck Portfolio
Invests via Gridiron Partners LLC | Managed by Michael Schneck, David Kamin
Invests via Gridiron Partners LLC
Managed by Michael Schneck, David Kamin
Automatically Tracked
Michael Schneck Profile
Michael Schneck has built a distinguished career at the intersection of finance and technology. With extensive experience in investment management, he has played pivotal roles in leading initiatives that harness cutting-edge innovations to optimize financial strategies. His deep expertise spans across capital markets and product development, positioning him as a prominent figure in the evolving landscape of asset management. Known for fostering strategic partnerships, he cultivates relationships that drive growth and enhance operational efficiency within his organization. Michael's commitment to excellence reflects his passion for empowering clients through innovative financial solutions.
Michael Schneck has built a distinguished career at the intersection of finance and technology. With extensive experience in investment management, he has played pivotal roles in leading initiatives that harness cutting-edge innovations to optimize financial strategies. His deep expertise spans across capital markets and product development, positioning him as a prominent figure in the evolving landscape of asset management. Known for fostering strategic partnerships, he cultivates relationships that drive growth and enhance operational efficiency within his organization. Michael's commitment to excellence reflects his passion for empowering clients through innovative financial solutions.
Investment Philosophy & Strategy
In an era where technology continuously reshapes the financial landscape, Michael Schneck leverages his unique blend of investment acumen and innovative thinking to identify transformative opportunities. His strategic foresight is evident in how he integrates advancements into capital deployment decisions, seeking sustainable growth while emphasizing adaptability within market dynamics. With a history of championing collaborative ventures, he enhances value creation by aligning resources with emerging trends. This entrepreneurial spirit not only drives performance but also establishes a framework for navigating complex challenges in today's investment climate.
In an era where technology continuously reshapes the financial landscape, Michael Schneck leverages his unique blend of investment acumen and innovative thinking to identify transformative opportunities. His strategic foresight is evident in how he integrates advancements into capital deployment decisions, seeking sustainable growth while emphasizing adaptability within market dynamics. With a history of championing collaborative ventures, he enhances value creation by aligning resources with emerging trends. This entrepreneurial spirit not only drives performance but also establishes a framework for navigating complex challenges in today's investment climate.
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:
5.9%
Gain +0.81%
Monthly
0.2%
Yearly
2.37%
Drawdown
9.38%
$175.7M
Equity
Holdings
$175.7M
Investment
$172.1M
$30.13M
Profit +$1.43M
Realized
$26.54M
Unrealized
$3.59M
Dividends
$42.43M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.81%
Profit
$1.43M
Win %
43%
This Week
Compared To Last Week
Gain
-0.81%
Profit
-$1.43M
Win %
43%
This Month
Compared to last month
Gain
-1.33%
Profit
-$2.36M
Win %
43%
This Year
Compared to last year
Gain
0.09%
Profit
$156,341.52
Win %
43%
PPG PPG Industries Inc.
+4.66%
+$14,249.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.65%
+$67,842.12 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.34%
+$53,618.52 
QQQ Invesco QQQ Trust, Series 1
+3.34%
+$19,854.12 
IWM iShares Russell 2000 ETF
+3%
+$79,160.73 
MDY SPDR S&P MidCap 400 ETF Trust
+2.51%
+$53,439.87 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$42,704.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$182,912.86 
TEI Templeton Emerging Markets Income Fund
+1.75%
+$4,022.7 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$322,809.46 
BX Blackstone Inc.
+1.66%
+$8,774.38 
MFM MFS Municipal Income Trust
+1.01%
+$653.01 
EVN Eaton Vance Municipal Income Trust
+0.97%
+$4,010.47 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.94%
+$8,936.58 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.93%
+$41,303.91 
BRW Saba Capital Income & Opportunities Fund
+0.85%
+$1,289.26 
GOF Guggenheim Strategic Opportunities Fund
+0.78%
+$850 
DVY iShares Select Dividend ETF
+0.64%
+$2,000 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$267,575.84 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$245,687.89 
NZF Nuveen Municipal Credit Income Fund
+0.55%
+$19,157.67 
VMO Invesco Municipal Opportunity Trust
+0.46%
+$4,078.71 
DSL DoubleLine Income Solutions Fund
+0.42%
+$1,521.05 
NEA Nuveen AMT-Free Quality Municipal Income Fund
+0.39%
+$7,644.51 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.37%
+$6,105.96 
VGM Invesco Trust for Investment Grade Municipals
+0.34%
+$5,249.4 
BBN BlackRock Taxable Municipal Bond Trust
+0.34%
+$1,789.2 
VVR Invesco Senior Income Trust
+0.33%
+$371.39 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,324.22 
ZTR Virtus Total Return Fund Inc.
+0.3%
+$245.64 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$2,122.26 
PSF Cohen & Steers Select Preferred and Income Fund
+0.26%
+$2,014.75 
EIM Eaton Vance Municipal Bond Fund
+0.26%
+$252.22 
BSV Vanguard Short-Term Bond ETF
+0.24%
+$1,670.86 
FPF First Trust Intermediate Duration Preferred & Income Fund
+0.23%
+$1,062.32 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
+0.19%
+$4,515.93 
NBB Nuveen Taxable Municipal Income Fund
+0.19%
+$540.45 
DBL DoubleLine Opportunistic Credit Fund
+0.17%
+$1,097.92 
DLY DoubleLine Yield Opportunities Fund
+0.11%
+$489.27 
FRA BlackRock Floating Rate Income Strategies Fund Inc.
+0.09%
+$108.07 
KKR KKR & Co. Inc.
+0.08%
+$617.3 
IIM Invesco Value Municipal Income Trust
+0.08%
+$287.41 
PML PIMCO Municipal Income Fund II
+0.07%
+$3,478.12 
KTF DWS Municipal Income Trust
+0.06%
+$52.23 
BTT BlackRock Municipal 2030 Target Term Trust
+0.02%
+$386.27 
BFK BlackRock Municipal Income Trust
0%
$0 
FAX
0%
$0 
MVF BlackRock MuniVest Fund, Inc.
0%
$0 
MVT BlackRock MuniVest Fund II, Inc.
0%
$0 
PPT Putnam Premier Income Trust
0%
$0 
SABA
0%
$0 
MSFT Microsoft Corp.
-1.85%
-$31,347.71 
PDO PIMCO Dynamic Income Opportunities Fund
-1.73%
-$6,743.25 
LEO BNY Mellon Strategic Municipals, Inc.
-1.17%
-$30,733.05 
RA Brookfield Real Assets Income Fund Inc.
-0.79%
-$3,155.2 
PFN PIMCO Income Strategy Fund II
-0.66%
-$535.82 
DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
-0.49%
-$1,466.73 
PIM Putnam Master Intermediate Income Trust
-0.31%
-$105.07 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.12%
-$3,520.92 Events
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Dividends
Dividend Analysis
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| Trades 282 | Longs Won 170/282 60% | Profit Factor 1.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.57M |
| Average Win $471,152.01 | Best Trade (Dec 31) $23.49M | Sharpe Ratio 0.34 |
| Average Loss -$446,098.82 | Worst Trade (Dec 31) -$32.37M | Z-Score -3.93 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 2d | Expectancy $106,853.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.01% | 0.11% | 0.57% | 2.02% | 5.63% | 13.41% | 28.45% | 55.24% |
| Consecutive Losing Trades | 394 | 354 | 315 | 276 | 236 | 197 | 158 | 118 | 79 | 39 |
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Returns
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Option values are updated at end of day.
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