Robert Phillips Portfolio
Invests via Greater Midwest Financial Group, LLC | Managed by Robert Phillips
Invests via Greater Midwest Financial Group, LLC
Managed by Robert Phillips
Automatically Tracked
Robert Phillips Profile
Veteran technology investor and operator focused on growth-stage software and fintech opportunities, combining operational experience with board-level governance and capital allocation skills. Robert Phillips brings experience in scaling SaaS businesses, strategic M&A, and investor relations, often partnering with PE and venture investors to drive revenue expansion and margin improvement.
Veteran technology investor and operator focused on growth-stage software and fintech opportunities, combining operational experience with board-level governance and capital allocation skills. Robert Phillips brings experience in scaling SaaS businesses, strategic M&A, and investor relations, often partnering with PE and venture investors to drive revenue expansion and margin improvement.
Investment Philosophy & Strategy
Veteran technology investor concentrating on growth-stage software and fintech companies, blending hands-on operating experience with board-level governance to drive revenue expansion and margin improvement. Prefers growth-equity stakes where capital can accelerate go-to-market scaling, unit-economics improvement, and strategic tuck‑ins. Investment decisions emphasize repeatable ARR, KPI-driven underwriting, selective M&A, and alignment with founders and PE/VC partners. Typical horizon is multi-year value creation with disciplined downside protection and clear exit pathways.
Veteran technology investor concentrating on growth-stage software and fintech companies, blending hands-on operating experience with board-level governance to drive revenue expansion and margin improvement. Prefers growth-equity stakes where capital can accelerate go-to-market scaling, unit-economics improvement, and strategic tuck‑ins. Investment decisions emphasize repeatable ARR, KPI-driven underwriting, selective M&A, and alignment with founders and PE/VC partners. Typical horizon is multi-year value creation with disciplined downside protection and clear exit pathways.
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:
52.06%
Gain 0%
Monthly
1.43%
Yearly
18.64%
Drawdown
18.62%
$223.19M
Equity
Holdings
$223.19M
Investment
$241.12M
$81.21M
Profit +$16,306.73
Realized
$30.43M
Unrealized
$50.78M
Dividends
$6.45M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$16,306.73
Win %
71%
This Week
Compared To Last Week
Gain
0.01%
Profit
$16,306.73
Win %
71%
This Month
Compared to last month
Gain
-2.39%
Profit
-$5.46M
Win %
71%
This Year
Compared to last year
Gain
0.39%
Profit
$7.96M
Win %
70%
AMD Advanced Micro Devices, Inc.
+4.73%
+$261,741.52 
QCOM QUALCOMM Incorporated
+4.32%
+$154,736.46 
GS The Goldman Sachs Group, Inc.
+2.62%
+$8,783.64 
JPM JPMorgan Chase & Co.
+2.31%
+$22,065.99 
VALE Vale S.A.
+2.28%
+$65,413.25 
USB U.S. Bancorp
+2.27%
+$9,357.33 
TSLA Tesla, Inc.
+1.82%
+$4,542.72 
SMH VanEck Semiconductor ETF
+1.73%
+$25,097.9 
NEE NextEra Energy, Inc.
+1.35%
+$27,867.95 
ABBV AbbVie Inc.
+1.32%
+$9,699.92 
TEL TE Connectivity plc
+1.27%
+$4,538.14 
CSNR Cohen & Steers Natural Resources Active ETF
+1.2%
+$108,387.69 
LRCX Lam Research Corporation
+1.18%
+$45,654.29 
JNJ Johnson & Johnson
+1.07%
+$2,476.5 
OAKM Oakmark U.S. Large Cap ETF
+1%
+$147,540.99 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$142,882.66 
ALL Allstate Corporation
+0.94%
+$3,106.46 
PG Procter & Gamble Co
+0.86%
+$3,084.83 
FTNT Fortinet Inc.
+0.85%
+$27,142.4 
NVT nVent Electric plc
+0.8%
+$34,054.68 
GE General Electric Company
+0.76%
+$2,044.68 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,426.49 
HD The Home Depot, Inc.
+0.73%
+$1,613.64 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$39,689.66 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$2,335.84 
EMR Emerson Electric Co.
+0.69%
+$2,187.38 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$5,206.64 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$34,844.79 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$1,799.82 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,633.09 
GOOGL Alphabet Inc
+0.53%
+$67,377.16 
GOOG Alphabet Inc
+0.45%
+$1,648 
WMT Walmart Inc.
+0.45%
+$981.18 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,175.06 
BMY Bristol-Myers Squibb Company
+0.4%
+$12,914.04 
BAI iShares A.I. Innovation and Tech Active ETF
+0.2%
+$25,417.3 
NVDA NVIDIA Corporation
+0.16%
+$14,096 
MSFT Microsoft Corp.
+0.1%
+$12,877.68 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.05%
+$7,331.62 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,871.01 
ORCL Oracle Corporation
+0.02%
+$118.73 
MCD McDonald's Corporation
+0.01%
+$28.97 
JCI
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$108,026.56 
ABT Abbott Laboratories
-1.64%
-$14,896.98 
AAPL Apple Inc.
-1.52%
-$59,674.5 
MU Micron Technology, Inc.
-1.43%
-$197,572.44 
MRK Merck & Co., Inc.
-1.42%
-$10,169.35 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$30,443.44 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$64,113.41 
AMZN Amazon.com Inc
-1.23%
-$118,044.4 
NFLX Netflix, Inc.
-1.14%
-$50,418.09 
IBM International Business Machines Corporation
-0.95%
-$3,967.23 
AVGO Broadcom Inc.
-0.91%
-$8,162.01 
CSCO Cisco Systems, Inc.
-0.6%
-$3,291.58 
ETN Eaton Corporation plc
-0.57%
-$17,721 
MCK McKesson Corporation
-0.4%
-$18,384.77 
CRM Salesforce Inc
-0.34%
-$1,025.36 
META Meta Platforms Inc Class A
-0.26%
-$17,345.02 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$660.32 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.19%
-$1,059.57 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.08%
-$278.06 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.07%
-$306.25 
INTU Intuit Inc.
-0.07%
-$1,179.83 
FLTR VanEck IG Floating Rate ETF
-0.04%
-$116.71 Events
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Dividends
Dividend Analysis
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| Trades 556 | Longs Won 365/556 65% | Profit Factor 7.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $634,582.02 |
| Average Win $254,892.34 | Best Trade (Jun 14) $7.16M | Sharpe Ratio -30.03 |
| Average Loss -$62,550.98 | Worst Trade (Jun 14) -$1.53M | Z-Score 3.55 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $146,053.15 |
| 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 | 3,571 | 3,214 | 2,857 | 2,500 | 2,143 | 1,786 | 1,429 | 1,071 | 714 | 357 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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