Michael Radoff Portfolio
Invests via LGT Financial Advisors LLC | Managed by Michael Radoff
Invests via LGT Financial Advisors LLC
Managed by Michael Radoff
Automatically Tracked
Michael Radoff Profile
Michael Radoff has made significant contributions to the technology landscape through his role as an entrepreneur and innovator. With a background in engineering and extensive experience across various tech sectors, he is recognized for his leadership in launching disruptive digital platforms that optimize operational efficiencies. His entrepreneurial journey reflects a keen understanding of market needs and customer engagement strategies, positioning him as a notable figure in both startup ecosystems and established firms alike. Radoff's involvement spans strategic business development initiatives aimed at fostering innovation, making him highly relevant within venture capital discussions surrounding emerging technologies.
Michael Radoff has made significant contributions to the technology landscape through his role as an entrepreneur and innovator. With a background in engineering and extensive experience across various tech sectors, he is recognized for his leadership in launching disruptive digital platforms that optimize operational efficiencies. His entrepreneurial journey reflects a keen understanding of market needs and customer engagement strategies, positioning him as a notable figure in both startup ecosystems and established firms alike. Radoff's involvement spans strategic business development initiatives aimed at fostering innovation, making him highly relevant within venture capital discussions surrounding emerging technologies.
Investment Philosophy & Strategy
Innovation serves as a cornerstone of Michael Radoff's investment approach, underpinned by his entrepreneurial insights into technology markets. Leveraging his extensive experience in engineering and digital platform development, he identifies high-potential startups that prioritize disruptive solutions and operational advancements. His focus lies not just on capitalizing within existing tech frameworks but also on fostering environments where new ideas can thrive. This strategic lens enables him to navigate competitive landscapes effectively, aligning resources with forward-thinking ventures that promise scalability and transformative impact.
Innovation serves as a cornerstone of Michael Radoff's investment approach, underpinned by his entrepreneurial insights into technology markets. Leveraging his extensive experience in engineering and digital platform development, he identifies high-potential startups that prioritize disruptive solutions and operational advancements. His focus lies not just on capitalizing within existing tech frameworks but also on fostering environments where new ideas can thrive. This strategic lens enables him to navigate competitive landscapes effectively, aligning resources with forward-thinking ventures that promise scalability and transformative impact.
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:
24.4%
Gain +0.02%
Monthly
0.61%
Yearly
7.63%
Drawdown
9.67%
$19.02M
Equity
Holdings
$19.02M
Investment
$15.94M
$17.98M
Profit +$13,758.64
Realized
$14.9M
Unrealized
$3.08M
Dividends
$4.69M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$13,758.64
Win %
66%
This Week
Compared To Last Week
Gain
-0.56%
Profit
-$106,210.07
Win %
66%
This Month
Compared to last month
Gain
0.27%
Profit
$51,848.11
Win %
66%
This Year
Compared to last year
Gain
0.21%
Profit
$40,457.16
Win %
65%
VZ Verizon Communications Inc.
+5.84%
+$3,840 
T AT&T Inc.
+5.1%
+$1,154.79 
AAP Advance Auto Parts Inc.
+4.46%
+$4,760 
BX Blackstone Inc.
+4.42%
+$3,025 
UAA Under Armour Inc.
+4.3%
+$725 
HONA Honeywell Aerospace Inc.
+4.19%
+$123 
AVY Avery Dennison Corporation
+3.67%
+$210.9 
AAPL Apple Inc.
+3.53%
+$52,948.96 
TWLO Twilio Inc.
+3.46%
+$889.6 
BLDR Builders FirstSource, Inc.
+3.27%
+$170.94 
ACGL Arch Capital Group Ltd
+3.26%
+$179.3 
WRB W.R. Berkley Corporation
+2.77%
+$227.36 
PAYX Paychex Inc.
+2.61%
+$1,551.93 
BALL Ball Corp.
+2.59%
+$12.88 
AKRE Akre Focus ETF
+2.34%
+$3,112.5 
TOL Toll Brothers Inc
+2.27%
+$182.6 
KMB Kimberly-Clark Corporation
+2.23%
+$1,524.82 
ADSK Autodesk, Inc.
+2.19%
+$94.29 
DIS The Walt Disney Company
+2.18%
+$218.16 
SCHH Schwab U.S. REIT ETF
+2.14%
+$3,176.68 
TEL TE Connectivity plc
+2.09%
+$120.35 
ACCO Acco Brands Corporation
+2.04%
+$10 
MCK McKesson Corporation
+1.99%
+$164.1 
PFG Principal Financial Group, Inc.
+1.94%
+$3,217.76 
CRH CRH plc
+1.89%
+$135.05 
AHR American Healthcare REIT, Inc.
+1.88%
+$143.1 
ICE Intercontinental Exchange, Inc.
+1.8%
+$108.36 
PRU Prudential Financial, Inc.
+1.8%
+$61.48 
MA Mastercard Incorporated
+1.77%
+$412.28 
PLD Prologis Inc.
+1.73%
+$2,720.84 
MKL Markel Group Inc.
+1.69%
+$99.39 
JNJ Johnson & Johnson
+1.59%
+$1,346.38 
CPAY Corpay, Inc.
+1.58%
+$104.04 
F Ford Motor Company
+1.55%
+$49.28 
HCA HCA Healthcare Inc.
+1.51%
+$85.35 
HLT Hilton Worldwide Holdings Inc.
+1.5%
+$110.17 
MTB M&T Bank Corporation
+1.48%
+$148.83 
GMED Globus Medical Inc.
+1.42%
+$89.88 
SEA U.S. Global Sea to Sky Cargo ETF
+1.33%
+$155.52 
EUFN iShares MSCI Europe Financials ETF
+1.28%
+$58.14 
HSY The Hershey Company
+1.25%
+$58.32 
CSCO Cisco Systems, Inc.
+1.25%
+$80.37 
APD Air Products and Chemicals, Inc.
+1.22%
+$89.5 
UL Unilever PLC Sponsored American Depositary Receipt
+1.21%
+$524.14 
XEL Xcel Energy Inc.
+1.11%
+$78.3 
LAMR Lamar Advertising Company
+1.1%
+$103.8 
YUM Yum! Brands, Inc.
+1.05%
+$62 
ALC Alcon Inc.
+1.04%
+$55.3 
SIVR abrdn Physical Silver Shares ETF
+1.02%
+$5.6 
SOLV Solventum Corporation
+1%
+$57.75 
WMT Walmart Inc.
+0.99%
+$1,003.66 
PM Philip Morris International Inc.
+0.98%
+$60.16 
DUK Duke Energy Corporation
+0.97%
+$522.9 
ABBV AbbVie Inc.
+0.95%
+$4,933.64 
JPM JPMorgan Chase & Co.
+0.95%
+$152.26 
FSS Federal Signal Corp.
+0.93%
+$221.27 
FERG Ferguson Enterprises Inc
+0.87%
+$52 
MAA Mid-America Apartment Communities, Inc.
+0.85%
+$53.11 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.83%
+$200 
LUV Southwest Airlines Co.
+0.83%
+$39.22 
VONV Vanguard Russell 1000 Value Index Fund
+0.82%
+$142.4 
MCD McDonald's Corporation
+0.75%
+$1,219.13 
LILAK Liberty Latin America Ltd.
+0.74%
+$0.11 
SFNC Simmons First National Corporation
+0.74%
+$1,002.32 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
+0.73%
+$121.2 
JAVA JPMorgan Active Value ETF
+0.72%
+$415.53 
LNT Alliant Energy Corporation
+0.7%
+$63.44 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$69.2 
SCHY Schwab International Dividend Equity ETF
+0.68%
+$1,292.72 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$13,612.36 
VYMI Vanguard International High Dividend Yield Index Fund
+0.66%
+$150.75 
OBDC Blue Owl Capital Corporation
+0.65%
+$90.58 
BBIN JPMorgan BetaBuilders International Equity Fund
+0.65%
+$69.5 
GOOGL Alphabet Inc
+0.65%
+$2,211.94 
LLYVA Liberty Media Corporation Series A Liberty Live Common Stock
+0.64%
+$0.61 
PRXV Praxis Impact Large Cap Value ETF
+0.64%
+$571.19 
PFM Invesco Dividend Achievers ETF
+0.63%
+$176.15 
UPS United Parcel Service, Inc.
+0.6%
+$1,035 
WSO Watsco Inc.
+0.6%
+$17.28 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$1,171.35 
TECK Teck Resources Ltd.
+0.57%
+$26.86 
MICC The Magnum Ice Cream Company N.V.
+0.56%
+$15.8 
BATRK Atlanta Braves Holdings, Inc.
+0.56%
+$0.28 
CTVA Corteva Inc.
+0.53%
+$35.72 
VTV Vanguard Value ETF
+0.53%
+$740.08 
EZU iShares MSCI Eurozone ETF
+0.49%
+$144.21 
AEP American Electric Power Company, Inc.
+0.46%
+$624.95 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.46%
+$45.14 
CCI Crown Castle Inc.
+0.44%
+$22.11 
SHLD Global X Defense Tech ETF
+0.41%
+$101.66 
FWONA Liberty Media Corporation
+0.41%
+$0.36 
CION Cion Investment Corporation
+0.34%
+$30.84 
JDIV JPMorgan Dividend Leaders ETF
+0.32%
+$23.08 
MLN VanEck Long Muni ETF
+0.32%
+$95.42 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
+0.3%
+$44.25 
CGBD Carlyle Secured Lending, Inc.
+0.3%
+$38.7 
PG Procter & Gamble Co
+0.3%
+$145.2 
JGLO JPMorgan Global Select Equity ETF
+0.3%
+$21.84 
VO Vanguard Mid-Cap ETF
+0.29%
+$45.08 
TT Trane Technologies plc
+0.27%
+$12.8 
ESUM Eventide US Market ETF
+0.26%
+$250.1 
WING Wingstop Inc.
+0.25%
+$170 
MBB iShares MBS ETF
+0.25%
+$912.87 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.24%
+$29.82 
GOOG Alphabet Inc
+0.24%
+$155.25 
C Citigroup Inc.
+0.23%
+$1.86 
DD DuPont de Nemours, Inc.
+0.22%
+$20.1 
FNV Franco-Nevada Corporation
+0.21%
+$10.58 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.2%
+$19.62 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$108.3 
CVX Chevron Corporation
+0.19%
+$1,898.79 
JBND JPMorgan Active Bond ETF
+0.15%
+$94.72 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.13%
+$36.21 
BBAG JPMorgan BetaBuilders U.S. Aggregate Bond ETF
+0.13%
+$44.48 
VIS Vanguard Industrials ETF
+0.12%
+$10.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.12%
+$29.07 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.12%
+$40.2 
IAU iShares Gold Trust
+0.1%
+$148.64 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.1%
+$0.36 
GLD SPDR Gold Shares
+0.1%
+$73.34 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$3,783.75 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$98.16 
NEAR iShares Short Maturity Bond ETF
+0.1%
+$37.35 
BKLN Invesco Senior Loan ETF
+0.1%
+$82.02 
CGW Invesco S&P Global Water Index ETF
+0.09%
+$30 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.09%
+$32.92 
JCPB JPMorgan Core Plus Bond ETF
+0.09%
+$141.2 
SYSB iShares Systematic Bond ETF
+0.08%
+$53.29 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$2.78 
SGOL abrdn Physical Gold Shares ETF
+0.08%
+$120 
SCHP Schwab U.S. TIPS ETF
+0.08%
+$37.74 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.08%
+$18.66 
CBOE Cboe Global Markets Inc.
+0.07%
+$6.72 
JPIE JPMorgan Income ETF
+0.07%
+$14.52 
CPLS AB Core Plus Bond ETF
+0.06%
+$1.88 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
+0.06%
+$6.25 
GTO Invesco Total Return Bond ETF
+0.04%
+$16.46 
VDE Vanguard Energy ETF
+0.04%
+$29.28 
JPMB JPMorgan USD Emerging Markets Sovereign Bond ETF
+0.03%
+$3.02 
KDP Keurig Dr Pepper Inc.
+0.03%
+$2.24 
MSFT Microsoft Corp.
+0.03%
+$362.94 
TUSB Thrivent Ultra Short Bond ETF
+0.02%
+$19.4 
BBCB JPMorgan BetaBuilders USD Investment Grade Corporate Bond ETF
+0.01%
+$0.68 
CNHI CNH Industrial N.V.
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
JFLI
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRDO Credo Technology Group Holding Ltd.
-9.87%
-$3,572.55 
INTC Intel Corporation
-7.89%
-$94.92 
MP MP Materials Corp.
-7.5%
-$3,350 
REA Rare Earths Americas Inc.
-7.12%
-$810 
HOOD Robinhood Markets, Inc.
-6.57%
-$2,661.33 
LBTYA Liberty Global Plc
-5.83%
-$3.6 
AMAT Applied Materials, Inc.
-4.72%
-$265.5 
LRCX Lam Research Corporation
-4.56%
-$3,365.67 
AXP American Express Company
-4.3%
-$396.09 
CMPS Compass Pathways plc Depositary Receipt
-3.84%
-$6,615 
MEOH Methanex Corporation
-3.67%
-$1,934.04 
AMD Advanced Micro Devices, Inc.
-3.29%
-$283.84 
SMH VanEck Semiconductor ETF
-3.28%
-$457.08 
NLOP Net Lease Office Properties.
-2.83%
-$115.5 
LBRDA Liberty Broadband Corporation
-2.79%
-$0.83 
AVGO Broadcom Inc.
-2.69%
-$1,181.6 
SPCX Space Exploration Technologies Corp. Class A
-2.68%
-$1,261.66 
ETN Eaton Corporation plc
-2.66%
-$387.1 
Q Qnity Electronics Inc.
-2.6%
-$291.6 
SUNB Sunbelt Rentals Holdings, Inc.
-2.32%
-$163.8 
GEHC GE HealthCare Technologies Inc.
-2.27%
-$87.42 
SPMO Invesco S&P 500 Momentum ETF
-2.22%
-$1,596.92 
ADI Analog Devices, Inc.
-2.19%
-$216.84 
SNX TD Synnex Corporation
-2.03%
-$171.36 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.99%
-$202.86 
AVEM Avantis Emerging Markets Equity ETF
-1.84%
-$1,664.99 
META Meta Platforms Inc Class A
-1.8%
-$21.82 
JADE JPMorgan Active Developing Markets Equity ETF
-1.76%
-$139.18 
CASY Casey's General Stores Inc.
-1.56%
-$122.58 
OFS OFS Capital Corporation
-1.51%
-$154.25 
ANET Arista Networks, Inc.
-1.48%
-$309.16 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
-1.37%
-$222.92 
JGRO JPMorgan Active Growth ETF
-1.28%
-$545.02 
SQ Block, Inc.
-1.24%
-$1,440 
TSME Thrivent Small-Mid Cap ESG ETF
-1.19%
-$254.62 
ACP abrdn Income Credit Strategies Fund
-1.16%
-$568.02 
QQQM Invesco NASDAQ 100 ETF
-1.14%
-$1,108.25 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$2,244.61 
YBTC Roundhill Bitcoin Strategy ETF
-1%
-$3.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$35.34 
NVDA NVIDIA Corporation
-0.92%
-$1,455.35 
SU Suncor Energy Inc.
-0.9%
-$304.2 
FBCG Fidelity Blue Chip Growth Fund
-0.87%
-$3,627 
LNG Cheniere Energy Inc.
-0.83%
-$65.83 
CPNG Coupang Inc.
-0.83%
-$208 
IBIT iShares Bitcoin Trust
-0.83%
-$261.69 
CONY YieldMax COIN Option Income Strategy ETF
-0.82%
-$25.44 
BITO ProShares Bitcoin ETF
-0.8%
-$166.46 
IVR Invesco Mortgage Capital Inc.
-0.79%
-$66.54 
APA APA Corporation
-0.74%
-$248.67 
CDE Coeur Mining, Inc.
-0.72%
-$330 
WBD Warner Bros. Discovery, Inc.
-0.69%
-$0.18 
AMZN Amazon.com Inc
-0.66%
-$2,337.4 
CAT Caterpillar Inc.
-0.65%
-$23.24 
SOLS Sollensys Corp
-0.56%
-$21.42 
IDA Idacorp Inc.
-0.53%
-$36.34 
EXPD Expeditors International of Washington, Inc.
-0.5%
-$43.12 
HUBB Hubbell Inc.
-0.47%
-$34.35 
LION Lionsgate Studios Corp.
-0.45%
-$0.24 
DELL Dell Technologies Inc.
-0.42%
-$3.68 
FANG Diamondback Energy Inc
-0.39%
-$45.36 
SPHQ Invesco S&P 500 Quality ETF
-0.33%
-$155.96 
MS Morgan Stanley
-0.33%
-$81.2 
PRXG Praxis Impact Large Cap Growth ETF
-0.32%
-$339.6 
LMUB iShares Long-Term National Muni Bond ETF
-0.27%
-$221.13 
PDI Pimco Dynamic Income Fund
-0.25%
-$3.76 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$331.55 
XLG Invesco S&P 500 Top 50 ETF
-0.22%
-$88.14 
SCHF Schwab International Equity ETF
-0.15%
-$5.84 
BBSC JPMorgan BetaBuilders US Small Cap Equity Fund
-0.14%
-$11.56 
PSX Phillips 66
-0.1%
-$23.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$44.8 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.08%
-$10.85 
CRWD CrowdStrike Holdings, Inc.
-0.08%
-$12.88 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.01%
-$16.99 Events
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Dividends
Dividend Analysis
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| Trades 4253 | Longs Won 2433/4253 57% | Profit Factor 3.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $49,024.04 |
| Average Win $10,003.17 | Best Trade (Dec 30) $983,590.07 | Sharpe Ratio -10.35 |
| Average Loss -$3,492.98 | Worst Trade (Jun 29) -$2.3M | Z-Score -21.95 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 1d | Expectancy $4,227.8 |
| 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% | 0.09% |
| Consecutive Losing Trades | 5,435 | 4,891 | 4,348 | 3,804 | 3,261 | 2,717 | 2,174 | 1,630 | 1,087 | 543 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Michael Radoff?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $1.25M, iShares Core S&P 500 ETF - $983,887.97, Meta Platforms Inc Class A - $977,360.98, Exxon Mobil Corporation - $848,260.62, and Microsoft Corp - $803,073.16. 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: Pfizer Inc - $2.67M, Target Corporation - $166,567.31, W. P. Carey Inc - $136,155.42, Lockheed Martin Corporation - $111,836.69, and Sabine Royalty Trust - $69,702.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Michael Radoff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.69M earned over time. The largest contributors to dividend income include Pfizer Inc - $317,107.94, JPMorgan Equity Premium Income Fund - $312,737.99, Exxon Mobil Corporation - $247,659.79, Chevron Corporation - $221,359.62, and The Coca-Cola Company - $219,975.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Michael Radoff's monthly returns?
Michael Radoff's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Michael Radoff's strategy be considered aggressive or moderate?
Michael Radoff's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Michael Radoff's strategy?
Michael Radoff's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
