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:
14.84%
Gain +0.04%
Monthly
0.65%
Yearly
8.04%
Drawdown
14.34%
$103.45M
Equity
Holdings
$103.45M
Investment
$90.14M
$12.97M
Profit +$33,746.17
Realized
-$336,133.8
Unrealized
$13.31M
Dividends
$4.16M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$33,746.17
Win %
66%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$865,934.63
Win %
66%
This Month
Compared to last month
Gain
0.63%
Profit
$646,350.18
Win %
66%
This Year
Compared to last year
Gain
1.85%
Profit
$1.87M
Win %
65%
LLY Eli Lilly and Company
+5.1%
+$55,934.69 
HD The Home Depot, Inc.
+3.1%
+$37,968.24 
NFLX Netflix, Inc.
+2.87%
+$13,701.15 
DHR Danaher Corporation
+2.8%
+$10,630.1 
SIVR abrdn Physical Silver Shares ETF
+2.37%
+$27,052.5 
ABBV AbbVie Inc.
+2.33%
+$17,857.26 
ABT Abbott Laboratories
+2.15%
+$5,858.6 
MCD McDonald's Corporation
+2.1%
+$5,125.23 
V Visa Inc. Class A
+1.91%
+$9,844.58 
JNJ Johnson & Johnson
+1.13%
+$6,883.2 
IAU iShares Gold Trust
+1.06%
+$2,464.92 
GLD SPDR Gold Shares
+1.06%
+$17,344.53 
MSFT Microsoft Corp.
+1.03%
+$57,027.11 
IGLD FT Vest Gold Strategy Target Fund
+0.9%
+$1,880.24 
PG Procter & Gamble Co
+0.89%
+$8,145.4 
PEP PepsiCo, Inc.
+0.86%
+$1,926.53 
COST Costco Wholesale Corporation
+0.7%
+$3,811.52 
LQTI FT Vest Investment Grade & Target Income ETF
+0.67%
+$18,486.84 
IWD iShares Russell 1000 Value ETF
+0.61%
+$1,281.85 
NEE NextEra Energy, Inc.
+0.57%
+$15,965.55 
LIN Linde plc
+0.48%
+$1,422 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$35,844.97 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$10,653.5 
GOOGL Alphabet Inc
+0.2%
+$7,906.39 
ESGV Vanguard ESG U.S. Stock ETF
+0.18%
+$946.43 
SUSA iShares MSCI USA ESG Select ETF
+0.17%
+$390 
GS The Goldman Sachs Group, Inc.
+0.16%
+$863.87 
AAPL Apple Inc.
+0.09%
+$1,649.19 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.08%
+$321.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.08%
+$2,570.85 
VOO Vanguard S&P 500 ETF
+0.03%
+$1,863.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.02%
+$77.43 
SHV iShares Short Treasury Bond ETF
+0.01%
+$2,157.36 
RTX RTX Corporation
+0.01%
+$20.97 
PMMF iShares Prime Money Market ETF
+0.01%
+$238.15 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$126.55 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-6.52%
-$17,340 
AMAT Applied Materials, Inc.
-4.28%
-$17,599.6 
CSCO Cisco Systems, Inc.
-4.1%
-$53,506.12 
SMH VanEck Semiconductor ETF
-2.08%
-$7,031.99 
AVGO Broadcom Inc.
-2.03%
-$40,219.1 
NVDA NVIDIA Corporation
-1.81%
-$118,128 
PM Philip Morris International Inc.
-1.58%
-$3,894 
PANW Palo Alto Networks, Inc.
-1.51%
-$16,102.5 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$10,283.72 
QQQM Invesco NASDAQ 100 ETF
-0.67%
-$25,809.54 
CVX Chevron Corporation
-0.56%
-$2,336.15 
JPM JPMorgan Chase & Co.
-0.49%
-$6,742.92 
VUG Vanguard Growth ETF
-0.48%
-$1,795.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.45%
-$12,623.58 
AMZN Amazon.com Inc
-0.29%
-$5,847.5 
VPU Vanguard Utilities ETF
-0.29%
-$4,173.23 Events
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Dividends
Dividend Analysis
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| Trades 274 | Longs Won 169/274 61% | Profit Factor 4.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,787.8 |
| Average Win $99,300.29 | Best Trade (Oct 14) $2.5M | Sharpe Ratio -10.46 |
| Average Loss -$36,265.34 | Worst Trade (Oct 14) -$402,976.92 | Z-Score 4.48 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $47,349.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,849 | 2,564 | 2,279 | 1,994 | 1,709 | 1,425 | 1,140 | 855 | 570 | 285 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,407 | $1.35M | $1.86M | - | $502,013.02 | 37.08% | +0.089% |
| ABBV AbbVie Inc. | 2,718 | $482,989 | $783,653.76 | - | $300,664.76 | 62.25% | +2.332% |
| ABT Abbott Laboratories | 2,663 | $301,212 | $278,390.02 | - | -$22,821.98 | -7.58% | +2.15% |
| AMAT Applied Materials, Inc. | 920 | $168,424.4 | $393,300 | - | $224,875.6 | 133.52% | -4.283% |
| AMZN Amazon.com Inc | 7,902 | $1.73M | $2M | - | $269,785.04 | 15.58% | -0.291% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 6,000 | $270,720 | $248,640 | - | -$22,080 | -8.16% | -6.519% |
| AVGO Broadcom Inc. | 5,717 | $1.36M | $1.94M | - | $577,647.23 | 42.42% | -2.032% |
| BRK-B Berkshire Hathaway Inc. | 5,367 | $2.44M | $2.84M | - | $396,265.96 | 16.25% | +0.377% |
| COST Costco Wholesale Corporation | 554 | $509,216.57 | $547,839.52 | - | $38,622.95 | 7.58% | +0.701% |
| CSCO Cisco Systems, Inc. | 11,482 | $680,060.73 | $1.25M | - | $571,247.63 | 84% | -4.101% |
| CVX Chevron Corporation | 1,884 | $272,878.25 | $415,987.2 | - | $143,108.95 | 52.44% | -0.558% |
| DHR Danaher Corporation | 1,690 | $387,939.97 | $390,356.2 | - | $2,416.23 | 0.62% | +2.799% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,863 | $405,769.24 | $525,696.35 | - | $119,927.11 | 29.56% | +0.18% |
| GLD SPDR Gold Shares | 4,347 | $1.65M | $1.65M | - | $2,239.18 | 0.14% | +1.061% |
| GOOGL Alphabet Inc | 11,295 | $2.33M | $3.93M | - | $1.6M | 68.56% | +0.201% |
| GS The Goldman Sachs Group, Inc. | 626 | $425,557.31 | $550,942.59 | - | $125,385.28 | 29.46% | +0.157% |
| HD The Home Depot, Inc. | 4,145 | $1.61M | $1.26M | - | -$349,506.38 | -21.68% | +3.1% |
| IAU iShares Gold Trust | 3,006 | $243,996.75 | $234,137.34 | - | -$9,859.41 | -4.04% | +1.064% |
| IGLD FT Vest Gold Strategy Target Fund | 10,440 | $219,866 | $209,845.04 | - | -$10,020.96 | -4.56% | +0.904% |
| IWD iShares Russell 1000 Value ETF | 827 | $200,490 | $211,505.25 | - | $11,015.25 | 5.49% | +0.61% |
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FAQ
Which stocks have generated the highest profits for Gene C. Sulzberger?
The largest contributions to the portfolio's profits come from the following stocks: iShares Short Treasury Bond ETF - $1.49M, JPMorgan Equity Premium Income Fund - $643,241.03, JPMorgan Nasdaq Equity Premium Income ETF - $295,860.34, FT Vest Investment Grade & Target Income ETF - $276,940.24, and JPMorgan Chase & Co - $211,228.52. 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 - $166,467.05, Amazon.com Inc - $126,036.52, Ares Management Corporation - $85,309.7, Salesforce Inc - $84,112, and Oracle Corporation - $67,262.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gene C. Sulzberger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.16M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $1.47M, JPMorgan Equity Premium Income Fund - $660,499.17, JPMorgan Nasdaq Equity Premium Income ETF - $450,246.97, FT Vest Investment Grade & Target Income ETF - $306,478.77, and NextEra Energy, Inc - $145,760.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gene C. Sulzberger's monthly returns?
Gene C. Sulzberger's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gene C. Sulzberger's strategy be considered aggressive or moderate?
Gene C. Sulzberger'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 Gene C. Sulzberger's strategy?
Gene C. Sulzberger'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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