Joel Greenblatt Portfolio

Gotham Asset Management Holdings

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 portfolio highlights a blend of large-cap, growth-oriented stocks and diversified ETF exposure, reflecting a focus on high-quality businesses with strong market positions. Key holdings in Greenblatt’s portfolio include:
1) SSgA Active Trust - SPDR S&P 500 ETF Trust: Broad-market ETF investment providing diversified exposure across U.S. stocks, often used to balance risk within a stock portfolio.
2) NVIDIA Corp: A leading technology stock known for accelerated computing and AI demand. For investors, NVDA represents a growth-oriented investment thesis tied to semiconductors and data center expansion.
3) Apple Inc: A mega-cap consumer technology investment with a strong ecosystem, premium hardware/services mix, and durable cash generation. In a portfolio of stocks, AAPL is commonly viewed as a quality, resilient holding.
4) Tidal ETF Trust - Gotham Enhanced 500 ETF: An ETF investment designed to enhance exposure to large-cap U.S. equities, aligning with a systematic approach to capturing equity returns while targeting improved portfolio performance.
5) Snowflake Inc - Ordinary Shares - Class A: A cloud data platform investment focused on modern analytics and data warehousing. In a portfolio, SNOW is positioned for investors seeking higher-growth potential within enterprise software and cloud infrastructure.
Overall, Greenblatt’s portfolio emphasizes diversified stock selection and disciplined exposure to business quality—using ETFs alongside standout growth names—aimed at building a robust investment approach across market cycles.