BWR
Brian W. Rahlfs Portfolio
Invests via Rahlfs Capital LLC | Managed by Brian W. Rahlfs
Invests via Rahlfs Capital LLC
Managed by Brian W. Rahlfs
Automatically Tracked
Veteran private-equity and corporate development executive focused on operational value creation, portfolio management and capital strategy across growth and middle-market buyouts. Brian W. Rahlfs brings experience leading deal execution, LP relations and post-acquisition integration in sectors including industrials and services. Tracks sponsor-led restructurings, operational improvement programs, and capital markets interfacing; frequently cited by investors for pragmatic, execution-oriented leadership.
Veteran private-equity and corporate development executive focused on operational value creation, portfolio management and capital strategy across growth and middle-market buyouts. Brian W. Rahlfs brings experience leading deal execution, LP relations and post-acquisition integration in sectors including industrials and services. Tracks sponsor-led restructurings, operational improvement programs, and capital markets interfacing; frequently cited by investors for pragmatic, execution-oriented leadership.
Investment Philosophy & Strategy
Focuses on operationally-driven private equity investing in growth and middle-market buyouts, prioritizing deep due diligence, hands-on post-acquisition integration, and measurable margin expansion. Capital allocation favors sponsor-led restructurings and owner-operated industrials and services where operational levers and management alignment accelerate value. Combines conservative leverage, tranche-driven capital structure, and LP-focused communication to balance downside protection with multi-year value creation horizons. Decision-making emphasizes pragmatic execution, portfolio-level oversight, and clear exit path discipline.
Focuses on operationally-driven private equity investing in growth and middle-market buyouts, prioritizing deep due diligence, hands-on post-acquisition integration, and measurable margin expansion. Capital allocation favors sponsor-led restructurings and owner-operated industrials and services where operational levers and management alignment accelerate value. Combines conservative leverage, tranche-driven capital structure, and LP-focused communication to balance downside protection with multi-year value creation horizons. Decision-making emphasizes pragmatic execution, portfolio-level oversight, and clear exit path discipline.
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:
32.92%
Gain +0.24%
Monthly
1.33%
Yearly
17.24%
Drawdown
13.45%
$145.94M
Equity
Holdings
$145.94M
Investment
$113.92M
$34.84M
Profit +$316,647.52
Realized
$2.82M
Unrealized
$32.02M
Dividends
$4.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.24%
Profit
$316,647.52
Win %
74%
This Week
Compared To Last Week
Gain
0.51%
Profit
$746,136.32
Win %
74%
This Month
Compared to last month
Gain
2.48%
Profit
$3.54M
Win %
74%
This Year
Compared to last year
Gain
7.01%
Profit
$9.56M
Win %
67%
EBAY eBay Inc.
+4.9%
+$100,532.85 
XYZ Block, Inc.
+4.84%
+$19,296.86 
KMB Kimberly-Clark Corporation
+4.29%
+$10,034.5 
MSTR Strategy Inc.
+3.98%
+$14,152.05 
ADBE Adobe Inc.
+3.85%
+$19,717.31 
GDX VanEck Gold Miners ETF
+3.18%
+$117,497.02 
AMGN Amgen Inc.
+3.17%
+$11,340.01 
BMY Bristol-Myers Squibb Company
+2.6%
+$30,570.54 
SLV iShares Silver Trust
+2.59%
+$22,197.5 
NEM Newmont Corporation
+2.5%
+$65,802.15 
ORCL Oracle Corporation
+2.43%
+$26,136.65 
DG Dollar General Corporation
+2.36%
+$6,155.35 
UBER Uber Technologies, Inc.
+2.34%
+$15,874.38 
DIS The Walt Disney Company
+2.17%
+$9,204 
CPNG Coupang Inc.
+2.15%
+$10,702.75 
WMT Walmart Inc.
+2.01%
+$109,544.95 
MXF Mexico Fund, Inc.
+1.96%
+$8,141.25 
CVS CVS Health Corporation
+1.85%
+$9,932.75 
GPC Genuine Parts Company
+1.83%
+$16,814.57 
MCD McDonald's Corporation
+1.76%
+$36,075.9 
ABT Abbott Laboratories
+1.65%
+$12,180.5 
PYPL PayPal Holdings Inc
+1.6%
+$7,704.92 
TKO Tko Group Holdings Inc.
+1.51%
+$24,947 
FNV Franco-Nevada Corporation
+1.37%
+$4,975.5 
PFE Pfizer Inc.
+1.33%
+$14,697.54 
IWS iShares Russell Mid-Cap Value ETF
+1.14%
+$3,450.25 
MSFT Microsoft Corp.
+0.99%
+$72,816.85 
MO Altria Group, Inc.
+0.97%
+$8,233.87 
FXI iShares China Large-Cap ETF
+0.96%
+$2,617.87 
GS The Goldman Sachs Group, Inc.
+0.87%
+$5,383.02 
TGT Target Corporation
+0.86%
+$10,313.98 
EWH iShares MSCI Hong Kong ETF
+0.82%
+$2,574 
COST Costco Wholesale Corporation
+0.81%
+$4,320 
DGRO iShares Core Dividend Growth ETF
+0.74%
+$1,566 
BAC Bank of America Corporation
+0.68%
+$1,907.5 
EWS iShares MSCI Singapore ETF
+0.66%
+$9,244.48 
VZ Verizon Communications Inc.
+0.58%
+$13,232.96 
ABBV AbbVie Inc.
+0.53%
+$8,818.95 
PG Procter & Gamble Co
+0.53%
+$2,272.87 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.52%
+$3,533.48 
PEP PepsiCo, Inc.
+0.51%
+$7,038.9 
KO The Coca-Cola Company
+0.5%
+$4,347.46 
JEPI JPMorgan Equity Premium Income Fund
+0.44%
+$11,023 
GOOGL Alphabet Inc
+0.41%
+$28,361.95 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$22,412.59 
SBR Sabine Royalty Trust
+0.2%
+$1,682.69 
D Dominion Energy, Inc.
+0.14%
+$1,084.5 
META Meta Platforms Inc Class A
+0.11%
+$2,922.5 
SO The Southern Company
+0.08%
+$1,952.65 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$125 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$3,672.4 
STEL Stellar Bancorp Inc.
+0.03%
+$75.81 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$117.75 
AFL Aflac Inc.
+0.01%
+$18.97 
SHEL Shell plc
0%
$0 
WMB The Williams Companies, Inc.
-4.54%
-$25,696.37 
INTC Intel Corporation
-4.24%
-$152,917.44 
CSCO Cisco Systems, Inc.
-4.14%
-$19,740 
SNPS Synopsys, Inc.
-3.53%
-$10,405.79 
TWN Taiwan Fund Inc.
-2.91%
-$10,127.6 
PM Philip Morris International Inc.
-2.57%
-$41,415.41 
EWT iShares MSCI Taiwan ETF
-2.25%
-$12,687.5 
CRK Comstock Resources Inc.
-2.04%
-$13,678 
NVDA NVIDIA Corporation
-1.89%
-$47,164.95 
XOM Exxon Mobil Corporation
-1.43%
-$91,579.21 
SNOW Snowflake Inc.
-1.3%
-$5,098.18 
CVX Chevron Corporation
-1.29%
-$23,077.28 
ET Energy Transfer L.P.
-1.26%
-$14,847.37 
TXN Texas Instruments Inc
-1.23%
-$39,776.6 
EWZ iShares MSCI Brazil ETF
-1.2%
-$13,387.5 
DVN Devon Energy Corporation
-1.02%
-$5,826.75 
EOG EOG Resources, Inc.
-0.87%
-$17,627.7 
EWJ iShares MSCI Japan ETF
-0.7%
-$9,963 
ADM Archer-Daniels-Midland Co
-0.66%
-$11,549.55 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-0.48%
-$3,175.5 
APA APA Corporation
-0.3%
-$8,218 
AAPL Apple Inc.
-0.29%
-$37,019.63 
FCX Freeport-McMoRan Inc.
-0.29%
-$692 
AMZN Amazon.com Inc
-0.22%
-$5,574.82 
BSM Black Stone Minerals, L.P.
-0.17%
-$2,501.55 
MRK Merck & Co., Inc.
-0.17%
-$1,304.62 
OEF iShares S&P 100 ETF
-0.14%
-$3,233 
JNJ Johnson & Johnson
-0.05%
-$1,075 
DUK Duke Energy Corporation
-0.05%
-$824.23 
ILF iShares Latin America 40 ETF
-0.04%
-$573.75 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$42.48 Events
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Dividends
Dividend Analysis
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| Trades 273 | Longs Won 180/273 65% | Profit Factor 8.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $429,178.06 |
| Average Win $219,316.14 | Best Trade (Oct 15) $3.38M | Sharpe Ratio -12.02 |
| Average Loss -$49,858.57 | Worst Trade (Oct 15) -$476,776 | Z-Score 4.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $127,619.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,924 | 2,632 | 2,339 | 2,047 | 1,754 | 1,462 | 1,170 | 877 | 585 | 292 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,020 | $9.27M | $12.66M | - | $3.38M | 36.5% | -0.292% |
| ABBV AbbVie Inc. | 5,899 | $1.05M | $1.68M | - | $632,815.53 | 60.37% | +0.527% |
| ABT Abbott Laboratories | 7,165 | $810,432.86 | $749,960.55 | - | -$60,472.31 | -7.46% | +1.651% |
| ADBE Adobe Inc. | 2,127 | $941,041.36 | $531,643.65 | - | -$409,397.71 | -43.5% | +3.852% |
| ADM Archer-Daniels-Midland Co | 20,810 | $1.34M | $1.73M | - | $391,488.08 | 29.27% | -0.664% |
| AFL Aflac Inc. | 1,897 | $200,057.87 | $224,263.34 | - | $24,205.47 | 12.1% | +0.008% |
| AMGN Amgen Inc. | 840 | $218,938 | $369,272.4 | - | $150,334.4 | 68.67% | +3.168% |
| AMZN Amazon.com Inc | 9,955 | $2.19M | $2.52M | - | $332,279.09 | 15.16% | -0.22% |
| APA APA Corporation | 58,700 | $1.43M | $2.77M | - | $1.35M | 94.36% | -0.296% |
| BAC Bank of America Corporation | 5,450 | $239,527.69 | $281,983 | - | $42,455.31 | 17.72% | +0.681% |
| BMY Bristol-Myers Squibb Company | 19,851 | $1.12M | $1.21M | - | $84,565.41 | 7.53% | +2.598% |
| BRK-B Berkshire Hathaway Inc. | 14,992 | $6.86M | $7.91M | - | $1.05M | 15.33% | +0.284% |
| BSM Black Stone Minerals, L.P. | 100,062 | $1.44M | $1.48M | - | $39,549.44 | 2.75% | -0.169% |
| COST Costco Wholesale Corporation | 540 | $494,786 | $534,600 | - | $39,814 | 8.05% | +0.815% |
| CPNG Coupang Inc. | 34,525 | $852,675.48 | $507,862.75 | - | -$344,812.73 | -40.44% | +2.153% |
| CRK Comstock Resources Inc. | 48,850 | $1.13M | $655,567 | - | -$476,776 | -42.11% | -2.044% |
| CSCO Cisco Systems, Inc. | 4,200 | $248,640 | $457,548 | - | $208,908 | 84.02% | -4.136% |
| CVS CVS Health Corporation | 5,930 | $266,198 | $545,945.45 | - | $279,747.45 | 105.09% | +1.853% |
| CVX Chevron Corporation | 8,069 | $1.17M | $1.77M | - | $599,849.82 | 51.33% | -1.288% |
| D Dominion Energy, Inc. | 12,050 | $681,066 | $757,824.5 | - | $76,758.5 | 11.27% | +0.143% |
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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 Brian W. Rahlfs?
The largest contributions to the portfolio's profits come from the following stocks: Berkshire Hathaway Inc - $1.15M, iShares Silver Trust - $676,925.24, NVIDIA Corporation - $528,698.64, JPMorgan Ultra-Short Income ETF - $423,370.51, and JPMorgan Equity Premium Income Fund - $341,399.16. 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: Apple Inc - $351,618.69, ServiceNow, Inc - $89,967.7, JD.com Inc - $38,424.39, Fidelity Wise Origin Bitcoin Index Fund - $37,501, and Lockheed Martin Corporation - $31,926.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brian W. Rahlfs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.46M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $429,360.65, JPMorgan Equity Premium Income Fund - $344,149.26, Exxon Mobil Corporation - $264,010.8, Verizon Communications Inc - $248,947.63, and Black Stone Minerals, L.P - $210,512.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brian W. Rahlfs's monthly returns?
Brian W. Rahlfs'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 Brian W. Rahlfs's strategy be considered aggressive or moderate?
Brian W. Rahlfs's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Brian W. Rahlfs's strategy?
Brian W. Rahlfs'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.
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