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:
57.92%
Gain +3.88%
Monthly
1.48%
Yearly
19.39%
Drawdown
17.79%
$190.52M
Equity
Holdings
$190.52M
Investment
$151.32M
$78.23M
Profit +$6.82M
Realized
$39.02M
Unrealized
$39.21M
Dividends
$6.62M
Goals
Avg. 37.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.88%
Profit
$6.82M
Win %
71%
This Week
Compared To Last Week
Gain
-0.79%
Profit
-$1.51M
Win %
71%
This Month
Compared to last month
Gain
-5.02%
Profit
-$10.06M
Win %
71%
This Year
Compared to last year
Gain
-5.03%
Profit
-$10.08M
Win %
71%
MU Micron Technology, Inc.
+12.58%
+$1.11M 
AMAT Applied Materials, Inc.
+8.42%
+$23,231.25 
AMD Advanced Micro Devices, Inc.
+7.16%
+$255,450.23 
DELL Dell Technologies Inc.
+6.53%
+$17,643.36 
BAI iShares A.I. Innovation and Tech Active ETF
+6.39%
+$1.12M 
LRCX Lam Research Corporation
+5.08%
+$273,055.08 
SMH VanEck Semiconductor ETF
+4.41%
+$56,841.25 
ORCL Oracle Corporation
+3.9%
+$18,750.6 
TEL TE Connectivity plc
+3.76%
+$10,841.16 
NVT nVent Electric plc
+3.76%
+$95,191.92 
CAT Caterpillar Inc.
+3.45%
+$6,773.68 
CMI Cummins Inc.
+3.39%
+$109,172.7 
TSLA Tesla, Inc.
+3.03%
+$7,014.32 
UNH UnitedHealth Group Incorporated
+2.98%
+$9,634.56 
GS The Goldman Sachs Group, Inc.
+2.83%
+$9,693.12 
EMR Emerson Electric Co.
+2.36%
+$7,210.42 
JCI Johnson Controls International plc
+2.25%
+$7,189.61 
AVGO Broadcom Inc.
+2.07%
+$19,334.33 
JPM JPMorgan Chase & Co.
+1.93%
+$20,026.43 
QCOM QUALCOMM Incorporated
+1.89%
+$52,009.57 
QQQ Invesco QQQ Trust, Series 1
+1.86%
+$110,054.7 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.77%
+$7,105.28 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.44%
+$4,408.95 
LLY Eli Lilly and Company
+1.26%
+$57,134.11 
ETN Eaton Corporation plc
+1.18%
+$37,664.04 
ABBV AbbVie Inc.
+1.02%
+$8,145.34 
NVDA NVIDIA Corporation
+1.01%
+$89,657.38 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$146,090.56 
VALE Vale S.A.
+0.96%
+$25,766.37 
VOO Vanguard S&P 500 ETF
+0.86%
+$2,585.71 
MRK Merck & Co., Inc.
+0.86%
+$6,467.08 
JNJ Johnson & Johnson
+0.59%
+$1,428.37 
USB U.S. Bancorp
+0.59%
+$2,665.48 
BMY Bristol-Myers Squibb Company
+0.55%
+$22,411.62 
CSCO Cisco Systems, Inc.
+0.48%
+$2,396.66 
AAPL Apple Inc.
+0.41%
+$17,059.54 
DAL Delta Air Lines, Inc.
+0.38%
+$795.2 
GE General Electric Company
+0.36%
+$983.32 
META Meta Platforms Inc Class A
+0.34%
+$28,280.71 
DGRO iShares Core Dividend Growth ETF
+0.28%
+$969.87 
LSGR Natixis Loomis Sayles Focused Growth ETF
+0.13%
+$9,951.09 
USMV iShares MSCI USA Min Vol Factor ETF
+0.05%
+$349.56 
CRWD CrowdStrike Holdings, Inc.
-2.89%
-$109,096.42 
PANW Palo Alto Networks, Inc.
-2.29%
-$90,875.12 
WMT Walmart Inc.
-1.98%
-$3,989.43 
TMO Thermo Fisher Scientific Inc.
-1.51%
-$44,998.62 
NFLX Netflix, Inc.
-1.16%
-$43,173.43 
FTNT Fortinet Inc.
-1.15%
-$40,157.95 
PG Procter & Gamble Co
-1.02%
-$3,449.55 
MSFT Microsoft Corp.
-0.98%
-$129,515.68 
AMZN Amazon.com Inc
-0.92%
-$91,175.7 
MCK McKesson Corporation
-0.89%
-$54,595.64 
ABT Abbott Laboratories
-0.89%
-$10,060.2 
IBM International Business Machines Corporation
-0.84%
-$2,719.84 
GOOG Alphabet Inc
-0.68%
-$1,608.88 
ALL Allstate Corporation
-0.66%
-$2,520 
GOOGL Alphabet Inc
-0.65%
-$79,048.51 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.25%
-$913.12 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.22%
-$673.8 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.21%
-$1,197.57 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$515.37 
OAKM Oakmark U.S. Large Cap ETF
-0.12%
-$306.39 
NEE NextEra Energy, Inc.
-0.12%
-$2,600.01 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$6,124.8 
HD The Home Depot, Inc.
-0.04%
-$98.09 Events
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Dividends
Dividend Analysis
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| Trades 618 | Longs Won 412/618 66% | Profit Factor 6.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $528,616.48 |
| Average Win $224,016.35 | Best Trade (Jul 21) $6.75M | Sharpe Ratio -10.35 |
| Average Loss -$68,293.65 | Worst Trade (Jul 30) -$2.38M | Z-Score 5.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $126,579.68 |
| 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 | 2,793 | 2,514 | 2,235 | 1,955 | 1,676 | 1,397 | 1,117 | 838 | 559 | 279 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Robert Phillips?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $8.53M, Palantir Technologies Inc - $5.43M, Micron Technology, Inc - $4.07M, Alphabet Inc - $3.81M, and VanEck Semiconductor ETF - $2.73M. 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: Salesforce Inc - $1.62M, Avantis U.S. Small Cap Value ETF - $1.09M, Intuit Inc - $897,398.59, UnitedHealth Group Incorporated - $816,189.09, and Regeneron Pharmaceuticals, Inc - $696,463.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Phillips's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.62M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.27M, S&P 500 Core Premium Income Fund - $972,153.63, JPMorgan Nasdaq Equity Premium Income ETF - $614,930.58, Fidelity High Dividend ETF - $395,451.59, and Broadcom Inc - $318,606.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Phillips's monthly returns?
Robert Phillips's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Robert Phillips's strategy be considered aggressive or moderate?
Robert Phillips's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Robert Phillips's strategy?
Robert Phillips's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
