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:
55.12%
Gain +0.76%
Monthly
1.3%
Yearly
16.85%
Drawdown
24.21%
$216.76M
Equity
Holdings
$216.76M
Investment
$165.89M
$58.95M
Profit +$1.2M
Realized
$8.07M
Unrealized
$50.87M
Dividends
$5.37M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.2M
Win %
78%
This Week
Compared To Last Week
Gain
0.56%
Profit
$1.2M
Win %
78%
This Month
Compared to last month
Gain
-1.29%
Profit
-$2.83M
Win %
78%
This Year
Compared to last year
Gain
-1.3%
Profit
-$2.84M
Win %
75%
TSLA Tesla, Inc.
+6.19%
+$53,130.21 
WS Worthington Steel Inc.
+5.28%
+$52,017.83 
INTC Intel Corporation
+5.22%
+$70,501.66 
WDC Western Digital Corp.
+5.17%
+$60,038.45 
HWM Howmet Aerospace Inc.
+4.64%
+$15,827.42 
ADI Analog Devices, Inc.
+4.53%
+$27,109.16 
MU Micron Technology Inc.
+3.93%
+$9,105.36 
CSCO Cisco Systems, Inc.
+3.83%
+$19,751.28 
SOXX iShares Semiconductor ETF
+3.56%
+$23,589.71 
RTX RTX Corporation
+3.2%
+$10,416.25 
AMD Advanced Micro Devices Inc.
+2.73%
+$42,142.32 
AVGO Broadcom Inc.
+2.63%
+$8,105.8 
NVDA NVIDIA Corporation
+2.39%
+$182,639.16 
QTUM Defiance Quantum ETF
+2.12%
+$36,169.25 
FTNT Fortinet, Inc.
+2.11%
+$24,351.94 
ARKQ ARK Autonomous Technology & Robotics ETF
+1.79%
+$4,697.37 
VGT Vanguard Information Technology ETF
+1.59%
+$3,199.6 
QCOM QUALCOMM Incorporated
+1.57%
+$3,389.28 
PM Philip Morris International Inc.
+1.54%
+$5,479.32 
VLO Valero Energy Corporation
+1.49%
+$16,771.16 
WOR Worthington Enterprises Inc.
+1.48%
+$30,181.52 
QQQ Invesco QQQ Trust, Series 1
+1.27%
+$224,966.7 
QQQM Invesco NASDAQ 100 ETF
+1.25%
+$164,460.86 
CAT Caterpillar Inc.
+1.17%
+$2,103.86 
JPM JPMorgan Chase & Co.
+1.06%
+$20,329.27 
OSCV Opus Small Cap Value ETF
+1.05%
+$16,400.75 
MSFT Microsoft Corporation Common Stock
+1.04%
+$23,592.07 
IJH iShares Core S&P Mid-Cap ETF
+0.88%
+$10,020.3 
IPO Renaissance IPO ETF
+0.86%
+$1,664.15 
VTI Vanguard Total Stock Market ETF
+0.76%
+$41,131.86 
IVV iShares Core S&P 500 ETF
+0.73%
+$9,151.76 
SPY State Street SPDR S&P 500 ETF Trust
+0.72%
+$6,191.64 
VOO Vanguard S&P 500 ETF
+0.72%
+$4,139.17 
IJR iShares Core S&P Small-Cap ETF
+0.71%
+$2,549.96 
BAC Bank of America Corporation
+0.69%
+$1,793.05 
VEA Vanguard FTSE Developed Markets ETF
+0.67%
+$2,436.14 
BRK-B Berkshire Hathaway Inc.
+0.66%
+$7,079.48 
IWM iShares Russell 2000 ETF
+0.66%
+$3,133.11 
AMZN Amazon.com Inc
+0.64%
+$7,749.9 
IEFA iShares Core MSCI EAFE ETF
+0.62%
+$2,106.75 
EFA iShares MSCI EAFE ETF
+0.6%
+$1,652.92 
IWR iShares Russell Mid-Cap ETF
+0.59%
+$1,775.15 
FENI Fidelity Enhanced International ETF
+0.58%
+$95,885.39 
ACIO Aptus Collared Investment Opportunity ETF
+0.58%
+$102,233.61 
XOM ExxonMobil Holdings Corporation
+0.54%
+$1,898.82 
JNJ Johnson & Johnson
+0.52%
+$2,332.42 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.5%
+$9,944 
RMNI Rimini Street, Inc.
+0.5%
+$258.3 
LLY Eli Lilly and Company
+0.48%
+$2,084.2 
VTV Vanguard Morningstar Value ETF
+0.44%
+$6,203 
DLR Digital Realty Trust Inc.
+0.41%
+$1,508.7 
VXUS Vanguard Total International Stock ETF
+0.39%
+$3,349.12 
AMGN Amgen Inc. Common Stock
+0.35%
+$2,115.74 
XLF State Street Financial Select Sector SPDR ETF
+0.32%
+$729.18 
ECL Ecolab Inc.
+0.31%
+$934.5 
ABBV AbbVie Inc.
+0.18%
+$1,903.65 
ARKK ARK Innovation ETF
+0.17%
+$23,694.44 
FBND Fidelity Total Bond ETF
+0.15%
+$3,775.58 
PHO Invesco Water Resources ETF
+0.14%
+$783.5 
APD Air Products and Chemicals Inc.
+0.09%
+$264.33 
ATCL REX Autocallable Income ETF
+0.08%
+$1,261.7 
DRSK Aptus Defined Risk ETF
+0.06%
+$20,798.4 
ORCL Oracle Corporation
+0.01%
+$31.41 
MRK Merck & Co., Inc.
-2.95%
-$8,931.78 
COIN Coinbase Global Inc. Class A Common Stock
-2.58%
-$20,170.5 
ARKF ARK Blockchain & Fintech Innovation ETF
-2.26%
-$93,702.3 
DIS The Walt Disney Company
-2.1%
-$6,600.72 
EQT EQT Corporation
-2.02%
-$5,135.62 
ACN Accenture plc
-1.93%
-$9,883.2 
MA Mastercard Inc. Class A Common Stock
-1.64%
-$12,794.69 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.28%
-$3,369.32 
AAPL Apple Inc.
-1.19%
-$83,245.05 
AON Aon plc Class A
-1.04%
-$56,356.08 
HD The Home Depot, Inc.
-0.87%
-$2,311.58 
MO Altria Group, Inc.
-0.73%
-$6,102 
GOOG Alphabet Inc
-0.69%
-$4,708.87 
META Meta Platforms Inc Class A
-0.58%
-$2,010 
GOOGL Alphabet Inc
-0.5%
-$2,771.18 
SO The Southern Company
-0.45%
-$1,175.58 
BLOK Amplify Blockchain Technology ETF
-0.43%
-$20,304.4 
PCAR PACCAR Inc.
-0.41%
-$828.08 
TJX The TJX Companies, Inc.
-0.41%
-$906.24 
XRPZ Franklin XRP ETF
-0.39%
-$712.69 
FRDM Freedom 100 Emerging Markets ETF
-0.35%
-$7,577.9 
MNPR Monopar Therapeutics Inc.
-0.26%
-$1,036.18 
VFLO VictoryShares Free Cash Flow ETF
-0.26%
-$29,533.42 Events
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Dividends
Dividend Analysis
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| Trades 668 | Longs Won 482/668 72% | Profit Factor 8.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $476,402.86 |
| Average Win $138,408.89 | Best Trade (Oct 26) $5.98M | Sharpe Ratio -12.68 |
| Average Loss -$41,754.75 | Worst Trade (Sep 29) -$1.33M | Z-Score 11.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $88,243.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 20,059 | $3.93M | $6.89M | - | $2.96M | 75.46% | -1.193% |
| ABBV AbbVie Inc. | 3,626 | $580,761.71 | $1.04M | - | $456,872.58 | 78.67% | +0.184% |
| ACIO Aptus Collared Investment Opportunity ETF | 378,643 | $16.47M | $17.75M | - | $1.28M | 7.75% | +0.579% |
| ACN Accenture plc | 2,059 | $721,543.56 | $503,569.63 | - | -$217,973.93 | -30.21% | -1.925% |
| ADI Analog Devices, Inc. | 1,529 | $304,839.6 | $625,055.2 | - | $320,215.6 | 105.04% | +4.534% |
| AMD Advanced Micro Devices Inc. | 2,992 | $444,674.11 | $1.59M | - | $1.14M | 257.2% | +2.725% |
| AMGN Amgen Inc. Common Stock | 1,365 | $396,747.87 | $601,705.65 | - | $204,957.78 | 51.66% | +0.353% |
| AMZN Amazon.com Inc | 4,905 | $967,263.5 | $1.22M | - | $256,926.4 | 26.56% | +0.637% |
| AON Aon plc Class A | 17,778 | $5.22M | $5.34M | - | $120,357.02 | 2.31% | -1.044% |
| APD Air Products and Chemicals Inc. | 944 | $258,073.24 | $290,213.92 | - | $32,140.68 | 12.45% | +0.091% |
| ARKF ARK Blockchain & Fintech Innovation ETF | 91,865 | $2.53M | $4.05M | - | $1.52M | 60.04% | -2.259% |
| ARKK ARK Innovation ETF | 169,246 | $8.89M | $13.9M | - | $5.01M | 56.34% | +0.171% |
| ARKQ ARK Autonomous Technology & Robotics ETF | 2,337 | $208,441.63 | $266,464.74 | - | $58,023.11 | 27.84% | +1.794% |
| ATCL REX Autocallable Income ETF | 63,085 | $1.55M | $1.51M | - | -$40,307.08 | -2.6% | +0.083% |
| AVGO Broadcom Inc. | 957 | $276,344.92 | $315,953.55 | - | $39,608.63 | 14.33% | +2.633% |
| BAC Bank of America Corporation | 5,123 | $175,567.16 | $260,811.93 | - | $85,244.77 | 48.55% | +0.692% |
| BLOK Amplify Blockchain Technology ETF | 88,280 | $2.64M | $4.72M | - | $2.07M | 78.56% | -0.429% |
| BRK-B Berkshire Hathaway Inc. | 1,972 | $720,765.93 | $1.08M | - | $355,512.23 | 49.32% | +0.662% |
| CAT Caterpillar Inc. | 262 | $278,976 | $182,097.86 | - | -$96,878.14 | -34.73% | +1.169% |
| COIN Coinbase Global Inc. Class A Common Stock | 4,746 | $827,236.74 | $760,309.2 | - | -$66,927.54 | -8.09% | -2.584% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Erik Roemer?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $3.49M, Fidelity Enhanced International ETF - $1.63M, Pacer US Cash Cows 100 ETF - $1.27M, Apple Inc - $1.02M, and Aptus Defined Risk ETF - $934,247.49. 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: Altimmune, Inc - $2.05M, UnitedHealth Group Inc - $292,307.9, Teucrium 2x Long Daily XRP ETF - $224,417.91, Ironwood Pharmaceuticals, Inc. Class A Common Stock - $208,106, and Builders FirstSource Inc - $171,676.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Erik Roemer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.37M earned over time. The largest contributors to dividend income include Fidelity Enhanced International ETF - $1.19M, Aptus Defined Risk ETF - $934,247.49, Pacer US Cash Cows 100 ETF - $341,062.5, Amplify Blockchain Technology ETF - $306,749.97, and Invesco QQQ Trust, Series 1 - $193,058.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Erik Roemer's monthly returns?
Erik Roemer's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Erik Roemer's strategy be considered aggressive or moderate?
Erik Roemer's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Erik Roemer's strategy?
Erik Roemer's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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