SuperInvestors.net

Performance

1 Year

+6.12%

3 Years

+18.74%

5 Years

+48.77%

10 years

+112.68%

Largest Holdings

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Trades

SSgA Active Trust - SPDR S&P 500 ETF Trust ^(SPY)
Sector:
% of Portfolio: 8.3%
^(Buy) $422.91 ― +7.6% →$455.02 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 22.0%}

Tidal ETF Trust - Gotham Enhanced 500 ETF ^(GSPY)
Sector:
% of Portfolio: 5.5%
^(Buy) $24.02 ― +5.0% →$25.22 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 0.0%}

BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF ^(IVV)
Sector: ETF
% of Portfolio: 1.7%
^(Buy) $405.21 ― +12.8% →$457.10 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 10.6%}

Apple Inc ^(AAPL)
Sector: Electronic Computer Manufacturing
% of Portfolio: 1.6%
^(Buy) $36.29 ― +427.2% →$191.31 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 2.7%}

Microsoft Corporation ^(MSFT)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 1.4%
^(Buy) $106.81 ― +253.8% →$377.85 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 1.8%}

Snowflake Inc - Class A ^(SNOW)
Sector: Software Publishers
% of Portfolio: 1.3%
^(Buy) $165.57 ― +2.0% →$168.92 ^(Now)

Last trade: Q3 2023 ^{Sold 0.0% shares}

Alphabet Inc - Class A ^(GOOGL)
Sector: All Other Telecommunications
% of Portfolio: 1.0%
^(Buy) $53.80 ― +157.4% →$138.49 ^(Now)

Last trade: Q3 2023 ^{Sold 1.9% shares}

Tidal ETF Trust - Gotham 1000 Value ETF ^(GVLU)
Sector:
% of Portfolio: 0.9%
^(Buy) $19.49 ― +5.0% →$20.46 ^(Now)

Last trade: Q2 2023 ^{Sold 19.3% shares}

Meta Platforms Inc - Class A ^(META)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.9%
^(Buy) $172.54 ― +97.9% →$341.49 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 10.7%}

Amazon.com Inc. ^(AMZN)
Sector: Electronic Shopping and Mail-Order Houses
% of Portfolio: 0.8%
^(Buy) $81.03 ― +81.0% →$146.71 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 1.8%}

NVIDIA Corp ^(NVDA)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 0.8%
^(Buy) $176.83 ― +175.5% →$487.16 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 54.8%}

BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF ^(IEMG)
Sector: ETF
% of Portfolio: 0.7%
^(Buy) $52.23 ― -5.1% →$49.54 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 2.1%}

Berkshire Hathaway Inc. - Class B ^(BRK.B)
Sector: Offices of Other Holding Companies
% of Portfolio: 0.6%
^(Buy) $218.36 ― +65.7% →$361.80 ^(Now)

Last trade: Q3 2023 ^{Sold 0.4% shares}

BlackRock Institutional Trust Company N.A. - iShares Core MSCI EAFE ETF ^(IEFA)
Sector: ETF
% of Portfolio: 0.6%
^(Buy) $65.39 ― +2.7% →$67.14 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 132.2%}

Applied Materials Inc. ^(AMAT)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 0.5%
^(Buy) $31.16 ― +379.7% →$149.48 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 31.2%}

Broadcom Inc ^(AVGO)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 0.5%
^(Buy) $436.46 ― +122.7% →$972.00 ^(Now)

Last trade: Q3 2023 ^{Sold 11.9% shares}

Salesforce Inc ^(CRM)
Sector: Software Publishers
% of Portfolio: 0.5%
^(Buy) $192.55 ― +16.3% →$223.84 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 60.5%}

Lam Research Corp. ^(LRCX)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 0.4%
^(Buy) $105.45 ― +580.4% →$717.46 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 4.4%}

Vanguard Group, Inc. - Vanguard Total Bond Market ETF ^(BND)
Sector: ETF
% of Portfolio: 0.4%
^(Buy) $73.02 ― -2.9% →$70.90 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 9.6%}

Caterpillar Inc. ^(CAT)
Sector: Heavy Duty Truck Manufacturing
% of Portfolio: 0.4%
^(Buy) $123.32 ― +99.5% →$246.01 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 26.7%}

Cisco Systems, Inc. ^(CSCO)
Sector: Telephone Apparatus Manufacturing
% of Portfolio: 0.4%
^(Buy) $32.85 ― +46.3% →$48.08 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 10.3%}

Skyworks Solutions, Inc. ^(SWKS)
Sector: Semiconductor and Related Device Manufacturing
% of Portfolio: 0.4%
^(Buy) $95.33 ― -1.1% →$94.27 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 70.7%}

Johnson & Johnson ^(JNJ)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 0.4%
^(Buy) $127.23 ― +18.5% →$150.82 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 9.0%}

Netflix Inc. ^(NFLX)
Sector: Internet Publishing and Broadcasting and Web Search Portals
% of Portfolio: 0.4%
^(Buy) $376.15 ― +27.1% →$478.00 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 34.9%}

Emerson Electric Co. ^(EMR)
Sector: Instruments and Related Products Manufacturing for Measuring, Displaying, and Controlling Industrial Process Variables
% of Portfolio: 0.4%
^(Buy) $63.00 ― +41.0% →$88.84 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 202.3%}

Exxon Mobil Corp. ^(XOM)
Sector: Petroleum Refineries
% of Portfolio: 0.4%
^(Buy) $69.22 ― +50.3% →$104.01 ^(Now)

Last trade: Q3 2023 ^{Sold 18.9% shares}

Oracle Corp. ^(ORCL)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.3%
^(Buy) $44.99 ― +158.4% →$116.24 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 37.6%}

Pfizer Inc. ^(PFE)
Sector: Pharmaceutical Preparation Manufacturing
% of Portfolio: 0.3%
^(Buy) $36.00 ― -15.8% →$30.32 ^(Now)

Last trade: Q3 2023 ^{Sold 1.7% shares}

Adobe Inc ^(ADBE)
Sector: Software Publishers
% of Portfolio: 0.3%
^(Buy) $187.77 ― +230.0% →$619.72 ^(Now)

Last trade: Q3 2023 ^{Sold 24.7% shares}

Coca-Cola Co ^(KO)
Sector: Soft Drink Manufacturing
% of Portfolio: 0.3%
^(Buy) $47.78 ― +22.3% →$58.42 ^(Now)

Last trade: Q3 2023 ^{Increased shares by 51.2%}

	Stock	% of portfolio	Average Buy Price		Current Price	Position
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Options

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Average Portfolio Company Metrics

Market Cap: $183 Billion
Dividend Yield 1.53 %
Beta 0.9607
P/E Ratio 39.03
Negative P/E Ratio -30.54
Profit Margin 9.39%
PEG 539.65
Price to Sales Ratio 4.63
Price to Book Ratio 6.16

Enterprise Value to EBIT: 13.51
Enterprise Value to Revenue 4.93
Total Debt to Enterprise Value 0.24
Debt to Equity -0.8181
Quarterly Earnings Growth (YoY) -
Return on Equity -5.18%
Return on Assets 8.23%
Return on Invested Capital 16.12%

About Joel Greenblatt

Joel Greenblatt is a US-American asset manager, author, and adjunct professor at Columbia University. In his book, he describes his investment strategy called „Magic Formula Investing“. Magic Formula Investing is an investment strategy that filters out the best stocks through two metrics; RoIC (Return on Invested Capital) and profit yield. Furthermore, Greenblatt is the founder of the website Value Investors Club where a limited number of investors share advice.

Joel Greenblatt

Performance

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Average Portfolio Company Metrics

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