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:
66.34%
Gain +6.72%
Monthly
2.67%
Yearly
37.22%
Drawdown
26.01%
$490.56M
Equity
Holdings
$490.56M
Investment
$447.93M
$189.88M
Profit +$28.82M
Realized
$147.26M
Unrealized
$42.62M
Dividends
$4.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
6.72%
Profit
$28.82M
Win %
80%
This Week
Compared To Last Week
Gain
6.24%
Profit
$28.82M
Win %
80%
This Month
Compared to last month
Gain
7.07%
Profit
$32.4M
Win %
80%
This Year
Compared to last year
Gain
11.18%
Profit
$49.34M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$2.6M 
GOOG Alphabet Inc
+6.88%
+$1.22M 
META Meta Platforms Inc Class A
+3.28%
+$1.11M 
MSFT Microsoft Corp.
+3.02%
+$1.77M 
NVDA NVIDIA Corporation
+2.93%
+$1.69M 
CRM Salesforce Inc
+1.83%
+$16,566.52 
ORCL Oracle Corporation
+1.81%
+$149,731.89 
KWEB KraneShares CSI China Internet ETF
+1.53%
+$509,379.61 
VZ Verizon Communications Inc.
+1.52%
+$69,906.2 
COP ConocoPhillips
+1.22%
+$51,769.39 
WFC Wells Fargo & Company
+1.19%
+$57,122.04 
TSLA Tesla, Inc.
+0.76%
+$6,747.18 
PLTR Palantir Technologies Inc.
+0.65%
+$86,886.98 
PFE Pfizer Inc.
+0.4%
+$46,578.3 
AVGO Broadcom Inc.
+0.37%
+$151,115.04 
SMH VanEck Semiconductor ETF
+0.3%
+$104,175.57 
ADI Analog Devices, Inc.
+0.2%
+$199.8 
AAPL Apple Inc.
-7.35%
-$479,022.72 
GLD SPDR Gold Shares
-1.49%
-$394,748.1 
WYNN Wynn Resorts, Limited
-1.38%
-$3,399.94 
NKE Nike, Inc. - Class B
-1.37%
-$179,880.04 
RCL Royal Caribbean Group
-1.13%
-$6,894.18 
TXN Texas Instruments Inc
-1.08%
-$158,291.33 
XOM Exxon Mobil Corporation
-0.97%
-$90,423 
EWJ iShares MSCI Japan ETF
-0.96%
-$182,920.5 
GILD Gilead Sciences Inc.
-0.81%
-$41,050.17 
ADSK Autodesk, Inc.
-0.33%
-$43,966.23 Events
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Dividends
Dividend Analysis
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| Trades 169 | Longs Won 104/169 61% | Profit Factor 3.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.55M |
| Average Win $2.49M | Best Trade (Jun 29) $35.28M | Sharpe Ratio -29.85 |
| Average Loss -$1.06M | Worst Trade (Mar 30) -$9.51M | Z-Score 0.9 (63.01%) |
| Commissions $0 | Avg. Trade Length 4m 1w | Expectancy $1.12M |
| 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% | 0.38% |
| Consecutive Losing Trades | 461 | 415 | 369 | 323 | 277 | 231 | 185 | 138 | 92 | 46 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $32.69M, Micron Technology, Inc - $21.74M, Alphabet Inc - $14.14M, 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 $4.93M 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 - $365,902.26, Microsoft Corp - $313,410.45, 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.
