GCS
Gene C. Sulzberger Portfolio
Invests via Sulzberger Capital Advisors Inc. | Managed by Gene C. Sulzberger, Cody R. Shoop
Invests via Sulzberger Capital Advisors Inc.
Managed by Gene C. Sulzberger, Cody R. Shoop
Automatically Tracked
Veteran media executive and investor focused on publishing, digital transition and subscription-led business models. Gene C. Sulzberger has experience in operational leadership, strategic M&A and portfolio management across legacy and digital media assets, advising on monetization and audience development. Regularly engages with private equity and strategic buyers on turnaround and growth initiatives, with board-level governance and capital allocation expertise.
Veteran media executive and investor focused on publishing, digital transition and subscription-led business models. Gene C. Sulzberger has experience in operational leadership, strategic M&A and portfolio management across legacy and digital media assets, advising on monetization and audience development. Regularly engages with private equity and strategic buyers on turnaround and growth initiatives, with board-level governance and capital allocation expertise.
Investment Philosophy & Strategy
Focuses on value-driven investment in publishing and digital media, prioritizing subscription-led revenue, audience monetization, and recurring cash flow. Employs operationally grounded due diligence, favoring assets that can be modernized via product, data and ad-tech upgrades. Capital allocation blends growth and turnaround capital with board-level oversight, medium to long-term horizon, and active governance to de-risk execution. Risk discipline emphasizes cash-generation, margin recovery and strategic M&A to consolidate niche markets.
Focuses on value-driven investment in publishing and digital media, prioritizing subscription-led revenue, audience monetization, and recurring cash flow. Employs operationally grounded due diligence, favoring assets that can be modernized via product, data and ad-tech upgrades. Capital allocation blends growth and turnaround capital with board-level oversight, medium to long-term horizon, and active governance to de-risk execution. Risk discipline emphasizes cash-generation, margin recovery and strategic M&A to consolidate niche markets.
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:
12.52%
Gain -0.23%
Monthly
0.64%
Yearly
7.93%
Drawdown
14.2%
$101.2M
Equity
Holdings
$101.2M
Investment
$90.14M
$10.91M
Profit -$223,525.02
Realized
-$145,415.56
Unrealized
$11.06M
Dividends
$3.64M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$223,525.02
Win %
62%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$921,903.8
Win %
62%
This Month
Compared to last month
Gain
-0.39%
Profit
-$394,988.35
Win %
62%
This Year
Compared to last year
Gain
-0.37%
Profit
-$377,569.91
Win %
62%
CSCO Cisco Systems, Inc.
+2.08%
+$26,178.96 
CVX Chevron Corporation
+1.9%
+$6,594 
ABT Abbott Laboratories
+1.86%
+$4,899.92 
PM Philip Morris International Inc.
+1.56%
+$3,552 
PANW Palo Alto Networks, Inc.
+1.32%
+$13,366.5 
JNJ Johnson & Johnson
+1.25%
+$7,512.02 
GLD SPDR Gold Shares
+0.95%
+$15,040.71 
IAU iShares Gold Trust
+0.94%
+$2,104.2 
SIVR abrdn Physical Silver Shares ETF
+0.83%
+$9,522.48 
LLY Eli Lilly and Company
+0.81%
+$8,534.8 
IGLD FT Vest Gold Strategy Target Fund
+0.59%
+$1,252.8 
AAPL Apple Inc.
+0.14%
+$2,595.25 
LQTI FT Vest Investment Grade & Target Income ETF
+0.07%
+$2,156.8 
ABBV AbbVie Inc.
+0.04%
+$271.83 
SHV iShares Short Treasury Bond ETF
+0.04%
+$6,903.56 
PMMF iShares Prime Money Market ETF
+0.03%
+$1,428.87 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$903.93 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$64.35 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.38%
-$37,146.02 
AMAT Applied Materials, Inc.
-5.59%
-$28,832.76 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-2.83%
-$6,720 
GS The Goldman Sachs Group, Inc.
-2.68%
-$18,385.62 
HD The Home Depot, Inc.
-2.61%
-$37,595.06 
NVDA NVIDIA Corporation
-2.29%
-$140,572.02 
GOOGL Alphabet Inc
-2.21%
-$88,552.69 
SMH VanEck Semiconductor ETF
-2.18%
-$7,433.97 
MCD McDonald's Corporation
-2.11%
-$5,892.46 
MSFT Microsoft Corp.
-1.83%
-$76,070.95 
V Visa Inc. Class A
-1.79%
-$8,600.04 
PEP PepsiCo, Inc.
-1.65%
-$3,970.35 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$21,909.61 
QQQM Invesco NASDAQ 100 ETF
-1.5%
-$55,835.36 
LIN Linde plc
-1.47%
-$4,578 
VUG Vanguard Growth ETF
-1.46%
-$5,261.76 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.27%
-$35,065.5 
ESGV Vanguard ESG U.S. Stock ETF
-1.22%
-$6,258.06 
AMZN Amazon.com Inc
-1.05%
-$20,782.34 
VOO Vanguard S&P 500 ETF
-1.02%
-$59,388.8 
PG Procter & Gamble Co
-1.01%
-$8,933.67 
AVGO Broadcom Inc.
-0.96%
-$20,638.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.95%
-$31,116 
SUSA iShares MSCI USA ESG Select ETF
-0.94%
-$2,190.01 
JEPI JPMorgan Equity Premium Income Fund
-0.76%
-$62,911.58 
VPU Vanguard Utilities ETF
-0.66%
-$10,254.29 
NEE NextEra Energy, Inc.
-0.63%
-$19,868.24 
DHR Danaher Corporation
-0.61%
-$2,120.94 
IWD iShares Russell 1000 Value ETF
-0.57%
-$1,182.62 
JPM JPMorgan Chase & Co.
-0.57%
-$7,961.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$1,806.69 
COST Costco Wholesale Corporation
-0.5%
-$2,614.9 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$11,861.07 
RTX RTX Corporation
-0.45%
-$1,216.25 Events
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Dividends
Dividend Analysis
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| Trades 274 | Longs Won 160/274 58% | Profit Factor 3.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $204,359.07 |
| Average Win $91,024.45 | Best Trade (Jul 18) $1.91M | Sharpe Ratio -13.31 |
| Average Loss -$32,031.93 | Worst Trade (Mar 31) -$354,500.58 | Z-Score -0.08 (6.34%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $39,825.81 |
| 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 | 3,155 | 2,839 | 2,524 | 2,208 | 1,893 | 1,577 | 1,262 | 946 | 631 | 315 |
Hover over the desired column for a detailed explanation.
Returns
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