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Joel Greenblatt

Gotham Asset Management Holdings Strategy: Value Investor, Long Term Investor

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’s investment strategy emphasizes a diverse portfolio with strong emphasis on index funds and blue-chip technology stocks. Leading his top five stock investments is the SSgA Active Trust - SPDR S&P 500 ETF Trust, an exchange-traded fund providing exposure to large-cap U.S. equities and mirroring the performance of the S&P 500 Index.Secondly, the Tidal ETF Trust - Gotham Enhanced 500 ETF aligns well with investors seeking an actively managed approach that aims to outperform the S&P 500 through long and short equity positions while maintaining overall market exposure.Another cornerstone in Greenblatt’s investment selections is the BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF, which offers cost-effective access to 500 of the largest capitalization stocks in the U.S., designed for long-term investment gains.In the realm of individual company stocks, Microsoft Corporation stands out within Greenblatt's portfolio. This tech giant is a popular choice among investors for its steady growth potential, as it continues to be at the forefront of innovation within software, cloud computing, and enterprise services.Lastly, Apple Inc completes the roster, reflecting Greenblatt's preference for robust and resilient enterprises. As a leading manufacturer of consumer electronics and provider of digital services, Apple boasts a high repute for brand loyalty and revenue consistency, making it an attractive option for portfolio stability and growth.Together, these top picks provide insights into Joel Greenblatt’s strategic balance between passive index-tracking investment vehicles and selective individual stock choices geared towards consistent returns and sustainable growth for forward-thinking investors.

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Joel Greenblatt Portfolio 2023

Performance

1 Year

+7.08%

3 Years

+3.85%

5 Years

+57.48%

10 years

+113.49%

Sectors

Largest Holdings

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Trades

SSgA Active Trust - SPDR S&P 500 ETF Trust ^(SPY)
Sector:
% of Portfolio: 10.3%
^(Buy) $439.78 ― +17.6% →$517.38 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 25.9%}

Tidal ETF Trust - Gotham Enhanced 500 ETF ^(GSPY)
Sector:
% of Portfolio: 5.7%
^(Buy) $24.12 ― +17.6% →$28.35 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 1.0%}

BlackRock Institutional Trust Company N.A. - iShares Core S&P 500 ETF ^(IVV)
Sector: ETF
% of Portfolio: 1.7%
^(Buy) $414.09 ― +25.6% →$520.18 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 10.4%}

Apple Inc ^(AAPL)
Sector: Electronic Computer Manufacturing
% of Portfolio: 1.6%
^(Buy) $37.79 ― +453.8% →$209.27 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 11.0%}

Microsoft Corporation ^(MSFT)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 1.2%
^(Buy) $108.07 ― +265.6% →$395.15 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 1.6%}

Alphabet Inc - Ordinary Shares - Class A ^(GOOGL)
Sector: All Other Telecommunications
% of Portfolio: 1.0%
^(Buy) $54.44 ― +192.5% →$159.25 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 4.8%}

Tidal ETF Trust - Gotham 1000 Value ETF ^(GVLU)
Sector:
% of Portfolio: 0.9%
^(Buy) $19.63 ― +16.0% →$22.76 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 6.5%}

Snowflake Inc - Ordinary Shares - Class A ^(SNOW)
Sector: Software Publishers
% of Portfolio: 0.8%
^(Buy) $168.66 ― -33.2% →$112.63 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 13.3%}

Amazon.com Inc. ^(AMZN)
Sector: Electronic Shopping and Mail-Order Houses
% of Portfolio: 0.8%
^(Buy) $82.12 ― +96.1% →$161.02 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 3.1%}

Meta Platforms Inc - Ordinary Shares - Class A ^(META)
Sector: Data Processing, Hosting, and Related Services
% of Portfolio: 0.7%
^(Buy) $172.54 ― +175.7% →$475.73 ^(Now)

Last trade: Q1 2024 ^{Sold 0.4% shares}

BlackRock Institutional Trust Company N.A. - iShares Core MSCI EAFE ETF ^(IEFA)
Sector: ETF
% of Portfolio: 0.6%
^(Buy) $66.44 ― +5.5% →$70.09 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 22.3%}

BlackRock Institutional Trust Company N.A. - iShares Core MSCI Emerging Markets ETF ^(IEMG)
Sector: ETF
% of Portfolio: 0.5%
^(Buy) $52.17 ― -2.8% →$50.72 ^(Now)

Last trade: Q1 2024 ^{Increased shares by 2.8%}

Qualcomm, Inc. ^(QCOM)
Sector: Radio and Television Broadcasting and Wireless Communications Equipment Manufacturing
% of Portfolio: 0.5%
^(Buy) $74.91 ― +110.9% →$157.95 ^(Now)