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:
15.34%
Gain +0.43%
Monthly
0.72%
Yearly
8.95%
Drawdown
14.34%
$103.84M
Equity
Holdings
$103.84M
Investment
$90.14M
$13.37M
Profit +$434,501.64
Realized
-$336,133.8
Unrealized
$13.7M
Dividends
$3.78M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.43%
Profit
$434,501.64
Win %
69%
This Week
Compared To Last Week
Gain
0.42%
Profit
$434,501.64
Win %
69%
This Month
Compared to last month
Gain
1.69%
Profit
$1.73M
Win %
69%
This Year
Compared to last year
Gain
2.23%
Profit
$2.27M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$285,104.08 
GOOGL Alphabet Inc
+6.73%
+$253,798.65 
MSFT Microsoft Corp.
+3.02%
+$141,348.26 
NVDA NVIDIA Corporation
+2.93%
+$168,627.93 
CVX Chevron Corporation
+2.35%
+$8,515.68 
CSCO Cisco Systems, Inc.
+2.14%
+$27,901.26 
PANW Palo Alto Networks, Inc.
+1.89%
+$17,527.5 
AMAT Applied Materials, Inc.
+1.18%
+$5,428.02 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
+1.15%
+$2,400 
VUG Vanguard Growth ETF
+1.1%
+$3,883.68 
MCD McDonald's Corporation
+0.82%
+$2,250.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$41,174.26 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$24,787.38 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,438.09 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,168.6 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$15,428.82 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,198.1 
IWD iShares Russell 1000 Value ETF
+0.44%
+$917.97 
RTX RTX Corporation
+0.39%
+$1,174.32 
AVGO Broadcom Inc.
+0.37%
+$8,232.48 
PG Procter & Gamble Co
+0.37%
+$3,094.67 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,982.62 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$27,798.14 
SMH VanEck Semiconductor ETF
+0.3%
+$978.01 
JPM JPMorgan Chase & Co.
+0.27%
+$3,818.28 
JNJ Johnson & Johnson
+0.21%
+$1,272 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$450 
ABT Abbott Laboratories
+0.09%
+$239.67 
PMMF iShares Prime Money Market ETF
+0.03%
+$1,428.87 
SHV iShares Short Treasury Bond ETF
+0.03%
+$5,177.67 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$602.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$132,579.64 
LIN Linde plc
-5.95%
-$18,156.01 
ABBV AbbVie Inc.
-2.51%
-$17,585.46 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$25,321.16 
NFLX Netflix, Inc.
-2%
-$9,878.36 
GLD SPDR Gold Shares
-1.49%
-$24,430.1 
IAU iShares Gold Trust
-1.46%
-$3,396.78 
NEE NextEra Energy, Inc.
-1.15%
-$35,833.79 
IGLD FT Vest Gold Strategy Target Fund
-1.09%
-$2,401.2 
VPU Vanguard Utilities ETF
-0.71%
-$10,810.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,426.12 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,056.47 
PM Philip Morris International Inc.
-0.61%
-$1,415.99 
DHR Danaher Corporation
-0.61%
-$2,011.1 
LLY Eli Lilly and Company
-0.53%
-$5,559.91 
PEP PepsiCo, Inc.
-0.46%
-$1,107.2 
HD The Home Depot, Inc.
-0.42%
-$5,761.63 
COST Costco Wholesale Corporation
-0.24%
-$1,263.1 
LQTI FT Vest Investment Grade & Target Income ETF
-0.21%
-$6,162.28 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$257.4 
V Visa Inc. Class A
-0.04%
-$184.37 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 274 | Longs Won 173/274 63% | Profit Factor 5.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,175.14 |
| Average Win $96,239.11 | Best Trade (Aug 14) $2.54M | Sharpe Ratio -9.39 |
| Average Loss -$32,502.66 | Worst Trade (Mar 31) -$354,500.58 | Z-Score 2.86 (99.57%) |
| Commissions $0 | Avg. Trade Length 9m 3w | Expectancy $48,783.2 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,195 | 2,875 | 2,556 | 2,236 | 1,917 | 1,597 | 1,278 | 958 | 639 | 319 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,407 | $1.35M | $1.67M | - | $316,255.54 | 23.36% | -7.354% |
| ABBV AbbVie Inc. | 2,718 | $482,989 | $682,054.92 | - | $199,065.92 | 41.22% | -2.513% |
| ABT Abbott Laboratories | 2,663 | $301,212 | $281,479.1 | - | -$19,732.9 | -6.55% | +0.085% |
| AMAT Applied Materials, Inc. | 920 | $168,424.4 | $467,056.41 | - | $298,632.01 | 177.31% | +1.176% |
| AMZN Amazon.com Inc | 7,902 | $1.73M | $2.15M | - | $413,917.44 | 23.9% | +15.321% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 6,000 | $270,720 | $211,020 | - | -$59,700 | -22.05% | +1.15% |
| AVGO Broadcom Inc. | 5,717 | $1.36M | $2.23M | - | $863,868.84 | 63.44% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 5,367 | $2.44M | $2.75M | - | $306,127.2 | 12.55% | +0.365% |
| COST Costco Wholesale Corporation | 554 | $509,216.57 | $527,347.07 | - | $18,130.5 | 3.56% | -0.239% |
| CSCO Cisco Systems, Inc. | 11,482 | $680,060.73 | $1.33M | - | $651,736.45 | 95.84% | +2.14% |
| CVX Chevron Corporation | 1,884 | $272,878.25 | $370,827.72 | - | $97,949.47 | 35.89% | +2.35% |
| DHR Danaher Corporation | 1,690 | $387,939.97 | $329,516.2 | - | -$58,423.77 | -15.06% | -0.607% |
| ESGV Vanguard ESG U.S. Stock ETF | 3,863 | $405,769.24 | $509,993.28 | - | $104,224.04 | 25.69% | +0.679% |
| GLD SPDR Gold Shares | 4,347 | $1.65M | $1.62M | - | -$34,449.46 | -2.09% | -1.49% |
| GOOGL Alphabet Inc | 11,295 | $2.33M | $4.02M | - | $1.69M | 72.33% | +6.734% |
| GS The Goldman Sachs Group, Inc. | 626 | $425,557.31 | $637,505.88 | - | $211,948.57 | 49.8% | -0.632% |
| HD The Home Depot, Inc. | 4,145 | $1.61M | $1.38M | - | -$236,389.41 | -14.66% | -0.417% |
| IAU iShares Gold Trust | 3,006 | $243,996.75 | $228,967.02 | - | -$15,029.73 | -6.16% | -1.462% |
| IGLD FT Vest Gold Strategy Target Fund | 10,440 | $219,866 | $217,778.4 | - | -$2,087.6 | -0.95% | -1.091% |
| IWD iShares Russell 1000 Value ETF | 827 | $200,490 | $208,255.15 | - | $7,765.15 | 3.87% | +0.443% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $1.38M, JPMorgan Equity Premium Income Fund - $588,900.06, JPMorgan Nasdaq Equity Premium Income ETF - $263,948.4, FT Vest Investment Grade & Target Income ETF - $255,202.8, and JPMorgan Chase & Co - $204,526.22. 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 NVIDIA Corporation - $73,720.56. 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 $3.78M earned over time. The largest contributors to dividend income include iShares Short Treasury Bond ETF - $1.36M, JPMorgan Equity Premium Income Fund - $606,158.2, JPMorgan Nasdaq Equity Premium Income ETF - $418,335.03, FT Vest Investment Grade & Target Income ETF - $284,741.33, and NextEra Energy, Inc - $123,649.54. 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 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 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.
