Erik Roemer Portfolio
Invests via GERBER, LLC | Managed by Erik D. Roemer
Invests via GERBER, LLC
Managed by Erik D. Roemer
Automatically Tracked
Erik Roemer Profile
Seasoned investor and operator focused on growth-stage technology and consumer internet companies. Erik Roemer brings product-led operating experience, having held senior roles scaling teams, go-to-market and monetization strategies. Active angel and venture investor, participates in seed through Series B rounds and advises founders on retention and growth metrics. Markets view him as a hands-on board-level contributor with product and growth expertise.
Seasoned investor and operator focused on growth-stage technology and consumer internet companies. Erik Roemer brings product-led operating experience, having held senior roles scaling teams, go-to-market and monetization strategies. Active angel and venture investor, participates in seed through Series B rounds and advises founders on retention and growth metrics. Markets view him as a hands-on board-level contributor with product and growth expertise.
Investment Philosophy & Strategy
Focuses on growth-stage technology and consumer internet businesses with a product-led, metrics-driven approach. Prefers seed to Series B opportunities where early product-market fit can be accelerated by disciplined growth and retention levers. Capital allocation favors active, stage-appropriate checks combined with board or advisor roles to influence go-to-market, monetization and customer lifecycle optimization. Time horizon is growth-oriented with follow-on reserve discipline; risk managed through KPI underwriting, cohort retention analysis and staged milestones tied to expansion and unit-economics inflection.
Focuses on growth-stage technology and consumer internet businesses with a product-led, metrics-driven approach. Prefers seed to Series B opportunities where early product-market fit can be accelerated by disciplined growth and retention levers. Capital allocation favors active, stage-appropriate checks combined with board or advisor roles to influence go-to-market, monetization and customer lifecycle optimization. Time horizon is growth-oriented with follow-on reserve discipline; risk managed through KPI underwriting, cohort retention analysis and staged milestones tied to expansion and unit-economics inflection.
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:
7.96%
Gain
Monthly
0.25%
Yearly
3.06%
Drawdown
32.22%
$201.98M
Equity
Holdings
$201.98M
Investment
$151.32M
$59.52M
Profit -$2.04M
Realized
$8.86M
Unrealized
$50.66M
Dividends
$5.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.04M
Win %
82%
This Week
Compared To Last Week
Gain
-1.2%
Profit
-$2.44M
Win %
82%
This Month
Compared to last month
Gain
-0.69%
Profit
-$1.4M
Win %
82%
This Year
Compared to last year
Gain
14.21%
Profit
$25.13M
Win %
83%
ACN Accenture plc Class A
+4.62%
+$13,033.49 
MRK Merck & Co., Inc.
+4.17%
+$10,743.12 
ABBV AbbVie Inc.
+3.44%
+$30,476.53 
PM Philip Morris International Inc.
+3.33%
+$10,697.54 
MO Altria Group, Inc.
+3.23%
+$25,754.88 
AMGN Amgen Inc.
+3.13%
+$15,315.3 
VLO Valero Energy Corporation
+2.91%
+$22,908.92 
AON Aon plc
+2.83%
+$196,800.95 
GOSS Gossamer Bio Inc.
+2.72%
+$124.3 
TJX The TJX Companies, Inc.
+2.38%
+$5,510.65 
MA Mastercard Incorporated
+2.37%
+$15,951.02 
LOW Lowe's Companies Inc.
+2.04%
+$4,484.48 
DIS The Walt Disney Company
+1.84%
+$4,958.73 
MSFT Microsoft Corp.
+1.78%
+$29,968.89 
PHO Invesco Water Resources ETF
+1.76%
+$9,402 
LLY Eli Lilly and Company
+1.73%
+$6,783 
OSCV Opus Small Cap Value ETF
+1.57%
+$16,164.06 
KMI Kinder Morgan, Inc.
+1.41%
+$2,983.43 
RMNI Rimini Street Inc.
+1.4%
+$839.48 
PCAR PACCAR Inc.
+1.39%
+$3,212.01 
JNJ Johnson & Johnson
+1.34%
+$5,649.6 
AAPL Apple Inc.
+1.25%
+$82,948.02 
HD The Home Depot, Inc.
+1.09%
+$3,095.47 
XOM Exxon Mobil Corporation
+1.02%
+$2,835.7 
SO The Southern Company
+1.02%
+$2,690.42 
ECL Ecolab Inc.
+0.94%
+$2,667 
WOR Worthington Enterprises Inc.
+0.81%
+$14,448.6 
VFLO VictoryShares Free Cash Flow ETF
+0.8%
+$72,421.1 
SURG SurgePays Inc.
+0.61%
+$26.8 
IJR iShares Core S&P Small-Cap ETF
+0.61%
+$2,320.71 
APD Air Products and Chemicals, Inc.
+0.55%
+$1,510.4 
NI NiSource Inc.
+0.33%
+$650.85 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$3,114.16 
VTV Vanguard Value ETF
+0.26%
+$3,469.7 
GOOG Alphabet Inc
+0.22%
+$1,742.85 
FSCO FS Credit Opportunities Corp.
+0.21%
+$140.77 
GOOGL Alphabet Inc
+0.17%
+$1,067.2 
IJH iShares Core S&P Mid-Cap ETF
+0.15%
+$1,814.7 
WS Worthington Steel, Inc.
+0.06%
+$482.16 
EQT EQT Corporation
+0.04%
+$90.76 
AIRE Realpha Technologies Corp.
0%
$0 
WDC Western Digital Corporation
-11.52%
-$200,121.49 
INTC Intel Corporation
-7.06%
-$112,844.94 
AMD Advanced Micro Devices, Inc.
-6.83%
-$108,160.83 
SOXX iShares Semiconductor ETF
-5.08%
-$35,742.07 
ORCL Oracle Corporation
-4.95%
-$20,578.75 
AVGO Broadcom Inc.
-4.61%
-$17,193.55 
CCJ Cameco Corporation
-4.51%
-$8,907.85 
BLOK Amplify Transformational Data Sharing ETF
-3.79%
-$210,900.75 
HWM Howmet Aerospace Inc.
-3.76%
-$19,256.98 
ARKK ARK Innovation ETF Fund
-3.43%
-$459,404.4 
QTUM Defiance Quantum ETF
-3.43%
-$20,531.28 
COIN Coinbase Global, Inc.
-3.21%
-$29,368.88 
ADI Analog Devices, Inc.
-3.19%
-$19,006.33 
FRDM Freedom 100 Emerging Markets ETF
-3.12%
-$53,016.6 
XXRP Teucrium 2x Long Daily XRP ETF
-2.97%
-$1,090.31 
CSCO Cisco Systems, Inc.
-2.89%
-$15,733.33 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.74%
-$7,782.21 
NVDA NVIDIA Corporation
-2.73%
-$210,089.6 
DLR Digital Realty Trust, Inc.
-1.96%
-$7,383 
ARKF Ark Fintech Innovation ETF
-1.93%
-$76,019.74 
META Meta Platforms Inc Class A
-1.85%
-$6,750.92 
FTNT Fortinet Inc.
-1.67%
-$17,595.52 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$278,427.46 
XRPZ Franklin XRP ETF
-1.53%
-$2,397.23 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$180,149.04 
MNPR Monopar Therapeutics Inc.
-1.46%
-$8,905.59 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.45%
-$2,956.92 
TSLA Tesla, Inc.
-1.41%
-$12,799.1 
RTX RTX Corporation
-1.3%
-$4,284 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$9,933.71 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$3,626.7 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-1.01%
-$20,410.2 
JPM JPMorgan Chase & Co.
-1%
-$19,808.5 
FENI Fidelity Enhanced International ETF
-0.89%
-$152,589.24 
EFA iShares MSCI EAFE ETF
-0.84%
-$2,346.08 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$2,586.63 
ACIO Aptus Collared Investment Opportunity ETF
-0.63%
-$93,648.63 
DRSK Aptus Defined Risk ETF
-0.49%
-$179,582.2 
VOO Vanguard S&P 500 ETF
-0.47%
-$1,120.81 
SPY SPDR S&P 500 ETF Trust
-0.47%
-$2,621.97 
IVV iShares Core S&P 500 ETF
-0.46%
-$5,863.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$23,576.46 
BAC Bank of America Corporation
-0.28%
-$880.6 
IWM iShares Russell 2000 ETF
-0.26%
-$1,380.59 
AMZN Amazon.com Inc
-0.14%
-$1,053.75 
FBND Fidelity Total Bond ETF
-0.07%
-$1,283.1 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 563 | Longs Won 427/563 75% | Profit Factor 13.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $498,792.26 |
| Average Win $150,662.67 | Best Trade (Jul 15) $6.15M | Sharpe Ratio -11.36 |
| Average Loss -$35,386.57 | Worst Trade (Sep 29) -$1.33M | Z-Score 12.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3d | Expectancy $105,720.05 |
| 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 | 5,714 | 5,143 | 4,571 | 4,000 | 3,429 | 2,857 | 2,286 | 1,714 | 1,143 | 571 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
