Richard Mueller Portfolio
Invests via ADAPT Investment Managers SA | Managed by Alexis Maubourguet, Florent Gauthier
Invests via ADAPT Investment Managers SA
Managed by Alexis Maubourguet, Florent Gauthier
Automatically Tracked
Richard Mueller Profile
Seasoned investment professional and operating executive with a background in corporate finance, M&A and value‑creation initiatives across industrials and technology sectors. Richard Mueller combines transaction experience with hands‑on operational leadership, frequently serving on boards and advising growth-stage companies and sponsors on strategic exits and capital structure optimization. Market-facing profile emphasizes deal execution, EBITDA improvement and governance for mid‑market private equity and strategic buyers.
Seasoned investment professional and operating executive with a background in corporate finance, M&A and value‑creation initiatives across industrials and technology sectors. Richard Mueller combines transaction experience with hands‑on operational leadership, frequently serving on boards and advising growth-stage companies and sponsors on strategic exits and capital structure optimization. Market-facing profile emphasizes deal execution, EBITDA improvement and governance for mid‑market private equity and strategic buyers.
Investment Philosophy & Strategy
Combines transaction-focused private equity sensibilities with hands‑on operational value creation, prioritizing control or influential minority positions in mid‑market industrials and technology businesses. Capital allocation favors equity and structured mezzanine that support strategic M&A, EBITDA improvement and disciplined deleveraging. Investment horizon is multi‑year, centered on governance, board engagement and measurable operational KPIs. Risk management relies on conservative capital structures, active sponsor partnerships and exit planning via strategic sale or recapitalization.
Combines transaction-focused private equity sensibilities with hands‑on operational value creation, prioritizing control or influential minority positions in mid‑market industrials and technology businesses. Capital allocation favors equity and structured mezzanine that support strategic M&A, EBITDA improvement and disciplined deleveraging. Investment horizon is multi‑year, centered on governance, board engagement and measurable operational KPIs. Risk management relies on conservative capital structures, active sponsor partnerships and exit planning via strategic sale or recapitalization.
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:
65.33%
Gain -0.38%
Monthly
2.37%
Yearly
32.45%
Drawdown
26.01%
$486.15M
Equity
Holdings
$486.15M
Investment
$447.93M
$185.48M
Profit -$1.7M
Realized
$147.26M
Unrealized
$38.22M
Dividends
$5.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$1.7M
Win %
65%
This Week
Compared To Last Week
Gain
-1.96%
Profit
-$9.74M
Win %
65%
This Month
Compared to last month
Gain
0.13%
Profit
$631,209.84
Win %
65%
This Year
Compared to last year
Gain
10.19%
Profit
$44.94M
Win %
60%
ADSK Autodesk, Inc.
+5.05%
+$666,059.83 
NKE Nike, Inc. - Class B
+4.55%
+$497,771.49 
CRM Salesforce Inc
+3.45%
+$40,765.72 
WYNN Wynn Resorts, Limited
+3.14%
+$5,662.49 
GILD Gilead Sciences Inc.
+2.74%
+$161,517.03 
VZ Verizon Communications Inc.
+1.62%
+$71,903.52 
PFE Pfizer Inc.
+1.54%
+$209,602.35 
WFC Wells Fargo & Company
+1.53%
+$69,442.48 
GLD SPDR Gold Shares
+1.3%
+$344,471.01 
RCL Royal Caribbean Group
+1.07%
+$5,568.36 
GOOG Alphabet Inc
+0.77%
+$141,371.55 
ORCL Oracle Corporation
+0.58%
+$49,262.44 
AAPL Apple Inc.
+0.5%
+$33,211.4 
MSFT Microsoft Corp.
+0.38%
+$262,587.83 
SMH VanEck Semiconductor ETF
-2.5%
-$903,061.79 
PLTR Palantir Technologies Inc.
-2.39%
-$522,409.29 
NVDA NVIDIA Corporation
-1.97%
-$1.29M 
TSLA Tesla, Inc.
-1.74%
-$18,269.01 
TXN Texas Instruments Inc
-1.58%
-$232,717.64 
ADI Analog Devices, Inc.
-1.28%
-$1,391.85 
XOM Exxon Mobil Corporation
-1.17%
-$122,336.67 
AVGO Broadcom Inc.
-1.17%
-$424,486.34 
EWJ iShares MSCI Japan ETF
-1.07%
-$209,342.35 
COP ConocoPhillips
-0.79%
-$40,165.87 
AMZN Amazon.com Inc
-0.64%
-$116,970.89 
META Meta Platforms Inc Class A
-0.62%
-$288,373.86 
KWEB KraneShares CSI China Internet ETF
-0.31%
-$88,845.07 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 98/169 57% | Profit Factor 3.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.63M |
| Average Win $2.66M | Best Trade (Jun 29) $35.28M | Sharpe Ratio -19.61 |
| Average Loss -$1.05M | Worst Trade (Mar 30) -$9.51M | Z-Score -1.24 (78.72%) |
| Commissions $0 | Avg. Trade Length 4m 3w 2d | Expectancy $1.1M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.54% |
| Consecutive Losing Trades | 462 | 416 | 369 | 323 | 277 | 231 | 185 | 139 | 92 | 46 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,536 | $5.59M | $6.73M | - | $1.14M | 20.41% | +0.496% |
| ADI Analog Devices, Inc. | 270 | $107,236 | $107,572.05 | - | $336.05 | 0.31% | -1.277% |
| ADSK Autodesk, Inc. | 57,099 | $12.42M | $13.86M | - | $1.44M | 11.59% | +5.047% |
| AMZN Amazon.com Inc | 71,982 | $15.98M | $18.17M | - | $2.19M | 13.71% | -0.64% |
| AVGO Broadcom Inc. | 104,941 | $39.6M | $35.91M | - | -$3.69M | -9.32% | -1.168% |
| COP ConocoPhillips | 35,703 | $3.71M | $5.04M | - | $1.33M | 35.84% | -0.79% |
| CRM Salesforce Inc | 5,005 | $934,283.46 | $1.22M | - | $287,412.01 | 30.76% | +3.452% |
| EWJ iShares MSCI Japan ETF | 203,245 | $18.96M | $19.27M | - | $312,996.45 | 1.65% | -1.075% |
| GILD Gilead Sciences Inc. | 38,365 | $5.35M | $6.05M | - | $705,148.73 | 13.19% | +2.742% |
| GLD SPDR Gold Shares | 70,240 | $27M | $26.75M | - | -$244,905.99 | -0.91% | +1.304% |
| GOOG Alphabet Inc | 53,147 | $18.78M | $18.41M | - | -$373,092.43 | -1.99% | +0.774% |
| KWEB KraneShares CSI China Internet ETF | 1.18M | $28.99M | $28.95M | - | -$41,460.57 | -0.14% | -0.306% |
| META Meta Platforms Inc Class A | 62,964 | $38.3M | $46.15M | - | $7.85M | 20.48% | -0.621% |
| MSFT Microsoft Corp. | 129,673 | $53.2M | $69.47M | - | $16.27M | 30.58% | +0.379% |
| NKE Nike, Inc. - Class B | 310,138 | $14.74M | $11.45M | - | -$3.3M | -22.37% | +4.547% |
| NVDA NVIDIA Corporation | 295,573 | $58.21M | $64.12M | - | $5.91M | 10.15% | -1.97% |
| ORCL Oracle Corporation | 64,819 | $9.53M | $8.51M | - | -$1.02M | -10.66% | +0.582% |
| PFE Pfizer Inc. | 465,783 | $11.22M | $13.82M | - | $2.6M | 23.17% | +1.541% |
| PLTR Palantir Technologies Inc. | 108,609 | $12.68M | $21.3M | - | $8.62M | 68.01% | -2.393% |
| RCL Royal Caribbean Group | 1,894 | $521,190.95 | $525,111.5 | - | $3,920.55 | 0.75% | +1.072% |
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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 Richard Mueller?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $44.44M, NVIDIA Corporation - $32.76M, Micron Technology, Inc - $21.74M, Alphabet Inc - $14.15M, and Texas Instruments Inc - $9.73M. 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: Zscaler Inc - $9.51M, Coinbase Global, Inc - $5.4M, Apple Inc - $5M, The Trade Desk, Inc. Class A - $3.54M, and Datadog, Inc. Class A Common Stock - $2.87M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Richard Mueller's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.63M earned over time. The largest contributors to dividend income include iShares China Large-Cap ETF - $605,403.58, Texas Instruments Inc - $497,743.24, Broadcom Inc - $434,113.91, Microsoft Corp - $431,412.88, and iShares MSCI Brazil ETF - $279,220.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Richard Mueller's monthly returns?
Richard Mueller'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 Richard Mueller's strategy be considered aggressive or moderate?
Richard Mueller'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 Richard Mueller's strategy?
Richard Mueller's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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