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:
58.44%
Gain -0.13%
Monthly
1.43%
Yearly
18.63%
Drawdown
24.21%
$214.57M
Equity
Holdings
$214.57M
Investment
$160.47M
$62.3M
Profit -$221,303.19
Realized
$8.21M
Unrealized
$54.1M
Dividends
$5.08M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$221,303.19
Win %
79%
This Week
Compared To Last Week
Gain
-1.31%
Profit
-$2.84M
Win %
79%
This Month
Compared to last month
Gain
-0.57%
Profit
-$1.24M
Win %
79%
This Year
Compared to last year
Gain
0.91%
Profit
$1.95M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$105,606.13 
GOOG Alphabet Inc
+6.88%
+$49,730.05 
GOOGL Alphabet Inc
+6.73%
+$37,951.83 
FTNT Fortinet Inc.
+4.99%
+$49,280 
META Meta Platforms Inc Class A
+3.28%
+$9,476.48 
MSFT Microsoft Corp.
+3.02%
+$58,198.22 
NVDA NVIDIA Corporation
+2.93%
+$206,508.11 
WS Worthington Steel, Inc.
+2.5%
+$21,215 
WDC Western Digital Corporation
+2.21%
+$39,895.98 
CSCO Cisco Systems, Inc.
+2.14%
+$11,838.96 
ORCL Oracle Corporation
+1.81%
+$7,251.09 
HWM Howmet Aerospace Inc.
+1.8%
+$9,133.34 
KMI Kinder Morgan, Inc.
+1.64%
+$3,414.84 
ACN Accenture plc Class A
+1.61%
+$5,415.19 
KLAC KLA Corporation
+1.38%
+$1,992.01 
AMAT Applied Materials, Inc.
+1.18%
+$2,301.01 
ITW Illinois Tool Works Inc.
+1.15%
+$2,489.5 
EQT EQT Corporation
+1.1%
+$2,640.16 
WOR Worthington Enterprises Inc.
+1.01%
+$17,980.48 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$2,547.33 
IBM International Business Machines Corporation
+0.86%
+$1,550.9 
TSLA Tesla, Inc.
+0.76%
+$5,432.67 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,055.59 
VOO Vanguard S&P 500 ETF
+0.71%
+$3,090.99 
CAT Caterpillar Inc.
+0.7%
+$1,485.54 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$81,111.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$8,427.52 
QTUM Defiance Quantum ETF
+0.67%
+$9,246.78 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$12,479.46 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$111,874.68 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$96,171.25 
ATCL REX Autocallable Income ETF
+0.61%
+$5,528.1 
MO Altria Group, Inc.
+0.57%
+$4,406.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$28,095.08 
RTX RTX Corporation
+0.39%
+$1,411.2 
VLO Valero Energy Corporation
+0.38%
+$3,203.48 
AVGO Broadcom Inc.
+0.37%
+$1,304.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,666.06 
BAC Bank of America Corporation
+0.36%
+$1,125.08 
MRK Merck & Co., Inc.
+0.32%
+$853.64 
DRSK Aptus Defined Risk ETF
+0.28%
+$106,448.16 
PHO Invesco Water Resources ETF
+0.27%
+$1,488.65 
JPM JPMorgan Chase & Co.
+0.27%
+$5,386.2 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$24,567.12 
SO The Southern Company
+0.21%
+$558.6 
JNJ Johnson & Johnson
+0.21%
+$907.89 
ADI Analog Devices, Inc.
+0.2%
+$1,129.96 
OSCV Opus Small Cap Value ETF
+0.09%
+$1,309.56 
SOXX iShares Semiconductor ETF
+0.07%
+$456.13 
DIS The Walt Disney Company
+0.03%
+$83.34 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$452 
COIN Coinbase Global, Inc.
-10.59%
-$82,200.77 
AAPL Apple Inc.
-7.35%
-$489,958.64 
MU Micron Technology, Inc.
-5.9%
-$13,630.3 
MNPR Monopar Therapeutics Inc.
-5.5%
-$35,342.31 
SNDK SanDisk Corporation
-5.09%
-$6,122.22 
GOSS Gossamer Bio Inc.
-4.49%
-$225.99 
CSL Carlisle Companies Inc.
-2.69%
-$5,736.95 
QCOM QUALCOMM Incorporated
-2.63%
-$4,895.74 
XRPZ Franklin XRP ETF
-2.62%
-$4,016.98 
ABBV AbbVie Inc.
-2.51%
-$23,460.22 
DLR Digital Realty Trust, Inc.
-2.42%
-$9,993.8 
ARKK ARK Innovation ETF Fund
-2.28%
-$280,948.36 
IPO Renaissance IPO ETF
-2.1%
-$4,411 
ARKF Ark Fintech Innovation ETF
-2.1%
-$78,800.95 
CCJ Cameco Corporation
-2.1%
-$4,014.5 
RMNI Rimini Street Inc.
-2.04%
-$1,291.5 
AMD Advanced Micro Devices, Inc.
-1.9%
-$27,646.14 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,012.64 
AON Aon plc
-1.64%
-$117,709.45 
NI NiSource Inc.
-1.42%
-$2,776.96 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$65,532.83 
TJX The TJX Companies, Inc.
-1.21%
-$2,949.1 
LOW Lowe's Companies Inc.
-1.08%
-$2,317.67 
INTC Intel Corporation
-1.02%
-$14,441.97 
XOM Exxon Mobil Corporation
-0.97%
-$2,933.01 
PCAR PACCAR Inc.
-0.81%
-$2,032.56 
MA Mastercard Incorporated
-0.74%
-$5,333.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,560.54 
AMGN Amgen Inc.
-0.64%
-$3,385.21 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,158.38 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,759.56 
PM Philip Morris International Inc.
-0.61%
-$2,098.02 
ECL Ecolab Inc.
-0.61%
-$1,795.5 
LLY Eli Lilly and Company
-0.53%
-$2,084.2 
IWM iShares Russell 2000 ETF
-0.47%
-$2,367.15 
HD The Home Depot, Inc.
-0.42%
-$1,156.5 
VGT Vanguard Information Technology ETF
-0.38%
-$724.12 
FENI Fidelity Enhanced International ETF
-0.37%
-$64,413.15 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$815.3 
FBND Fidelity Total Bond ETF
-0.27%
-$5,118.12 
VTV Vanguard Value ETF
-0.27%
-$3,657.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,854.36 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,262.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$242.58 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$103.69 Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 458/620 73% | Profit Factor 10.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $518,740.57 |
| Average Win $150,111.46 | Best Trade (Aug 14) $6.36M | Sharpe Ratio -12.38 |
| Average Loss -$39,795.15 | Worst Trade (Sep 29) -$1.33M | Z-Score 12.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $100,490.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,405 | 4,865 | 4,324 | 3,784 | 3,243 | 2,703 | 2,162 | 1,622 | 1,081 | 541 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,982 | $3.9M | $6.17M | - | $2.27M | 58.18% | -7.354% |
| ABBV AbbVie Inc. | 3,626 | $580,761.71 | $909,908.44 | - | $329,146.73 | 56.68% | -2.513% |
| ACIO Aptus Collared Investment Opportunity ETF | 331,625 | $14.26M | $15.23M | - | $967,046.22 | 6.78% | +0.635% |
| ACN Accenture plc Class A | 2,059 | $721,543.56 | $341,629.28 | - | -$379,914.28 | -52.65% | +1.611% |
| ADI Analog Devices, Inc. | 1,527 | $304,046.18 | $561,035.07 | - | $256,988.89 | 84.52% | +0.202% |
| AMAT Applied Materials, Inc. | 390 | $281,970 | $197,991.3 | - | -$83,978.7 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,992 | $444,674.11 | $1.42M | - | $979,966.66 | 220.38% | -1.904% |
| AMGN Amgen Inc. | 1,365 | $396,747.87 | $525,743.4 | - | $128,995.53 | 32.51% | -0.64% |
| AMZN Amazon.com Inc | 2,927 | $474,416.47 | $794,914.63 | - | $320,498.16 | 67.56% | +15.321% |
| AON Aon plc | 19,553 | $5.74M | $7.05M | - | $1.31M | 22.81% | -1.642% |
| APD Air Products and Chemicals, Inc. | 944 | $258,073.24 | $278,376.17 | - | $20,302.93 | 7.87% | -1.769% |
| ARKF Ark Fintech Innovation ETF | 92,707 | $2.56M | $3.68M | - | $1.12M | 43.76% | -2.099% |
| ARKK ARK Innovation ETF Fund | 169,246 | $8.89M | $12.06M | - | $3.17M | 35.61% | -2.277% |
| ARKQ Ark Autonomous Technology & Robotics ETF | 2,337 | $208,441.63 | $268,918.59 | - | $60,476.96 | 29.01% | +0.956% |
| ATCL REX Autocallable Income ETF | 36,854 | $914,886 | $911,399.42 | - | -$3,486.58 | -0.38% | +0.61% |
| AVGO Broadcom Inc. | 906 | $258,437.8 | $352,687.68 | - | $94,249.88 | 36.47% | +0.371% |
| BAC Bank of America Corporation | 5,114 | $175,077.29 | $316,812.3 | - | $141,735.01 | 80.96% | +0.356% |
| BLOK Amplify Transformational Data Sharing ETF | 89,771 | $2.69M | $5.32M | - | $2.63M | 98.09% | -1.217% |
| BRK-B Berkshire Hathaway Inc. | 1,971 | $720,267.98 | $1.01M | - | $287,977.36 | 39.98% | +0.365% |
| CAT Caterpillar Inc. | 262 | $278,976 | $213,480.22 | - | -$65,495.78 | -23.48% | +0.701% |
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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 - $1.38M, 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 Incorporated - $292,307.9, Teucrium 2x Long Daily XRP ETF - $224,417.91, Ironwood Pharmaceuticals Inc - $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 $5.08M earned over time. The largest contributors to dividend income include Fidelity Enhanced International ETF - $1.1M, Aptus Defined Risk ETF - $934,247.49, Pacer US Cash Cows 100 ETF - $341,062.5, Amplify Transformational Data Sharing ETF - $306,749.97, and Invesco QQQ Trust, Series 1 - $174,124.68. 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.
