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:
67.31%
Gain +0.16%
Monthly
1.6%
Yearly
20.97%
Drawdown
17.8%
$200.79M
Equity
Holdings
$200.79M
Investment
$151.32M
$88.53M
Profit +$379,538.09
Realized
$39.05M
Unrealized
$49.48M
Dividends
$6.76M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$379,538.09
Win %
77%
This Week
Compared To Last Week
Gain
0.19%
Profit
$379,538.09
Win %
77%
This Month
Compared to last month
Gain
0.89%
Profit
$1.77M
Win %
77%
This Year
Compared to last year
Gain
0.09%
Profit
$190,004.5
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.42M 
ETN Eaton Corporation plc
+7.32%
+$224,951.26 
GOOG Alphabet Inc
+6.88%
+$15,527.72 
GOOGL Alphabet Inc
+6.73%
+$775,641.93 
NVT nVent Electric plc
+6.24%
+$147,694.68 
FTNT Fortinet Inc.
+4.99%
+$167,143.9 
META Meta Platforms Inc Class A
+3.28%
+$225,225.41 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$107,205.12 
MSFT Microsoft Corp.
+3.02%
+$447,716.31 
NVDA NVIDIA Corporation
+2.93%
+$248,516.63 
LSGR Natixis Loomis Sayles Focused Growth ETF
+2.81%
+$211,686.93 
CSCO Cisco Systems, Inc.
+2.14%
+$10,988.46 
JCI Johnson Controls International plc
+1.93%
+$6,385.66 
PANW Palo Alto Networks, Inc.
+1.89%
+$70,079.25 
ORCL Oracle Corporation
+1.81%
+$9,147.6 
GE General Electric Company
+1.42%
+$4,054.18 
AMAT Applied Materials, Inc.
+1.18%
+$3,097.51 
IBM International Business Machines Corporation
+0.86%
+$2,918.45 
EMR Emerson Electric Co.
+0.79%
+$2,644.4 
TSLA Tesla, Inc.
+0.76%
+$1,477.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,133.56 
CAT Caterpillar Inc.
+0.7%
+$1,287.09 
BMY Bristol-Myers Squibb Company
+0.69%
+$30,561.3 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$37,762.2 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$106,702.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,254.56 
VALE Vale S.A.
+0.47%
+$13,360.34 
AVGO Broadcom Inc.
+0.37%
+$3,562.56 
PG Procter & Gamble Co
+0.37%
+$1,198.86 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$23,733.6 
MRK Merck & Co., Inc.
+0.32%
+$2,478.1 
SMH VanEck Semiconductor ETF
+0.3%
+$3,757.17 
JPM JPMorgan Chase & Co.
+0.27%
+$2,878.28 
JNJ Johnson & Johnson
+0.21%
+$516.75 
CMI Cummins Inc.
+0.19%
+$6,137.97 
USB U.S. Bancorp
+0.17%
+$792.43 
DELL Dell Technologies Inc.
+0.14%
+$396.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$699.12 
WMT Walmart Inc.
+0.09%
+$179.3 
ABT Abbott Laboratories
+0.09%
+$1,006.02 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,829.44 
AAPL Apple Inc.
-7.35%
-$312,164.12 
MU Micron Technology, Inc.
-5.9%
-$527,399.85 
QCOM QUALCOMM Incorporated
-2.63%
-$64,346.89 
ABBV AbbVie Inc.
-2.51%
-$20,386.97 
NFLX Netflix, Inc.
-2%
-$80,297.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$65,474.78 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,429.77 
LRCX Lam Research Corporation
-1.58%
-$82,372.39 
DAL Delta Air Lines, Inc.
-1.3%
-$2,857.75 
NEE NextEra Energy, Inc.
-1.15%
-$25,009.62 
MCK McKesson Corporation
-1.08%
-$68,483.43 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,106 
LLY Eli Lilly and Company
-0.53%
-$24,170.59 
ALL Allstate Corporation
-0.49%
-$1,950.02 
TEL TE Connectivity plc
-0.43%
-$1,262.91 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$13,945.79 
HD The Home Depot, Inc.
-0.42%
-$909.07 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$787.86 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$992.41 
IBTO iShares iBonds Dec 2033 Term Treasury ETF
-0.27%
-$1,550.64 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.23%
-$842.88 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$619.9 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$515.37 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$218.4 Events
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Dividends
Dividend Analysis
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| Trades 618 | Longs Won 435/618 70% | Profit Factor 7.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $564,734.38 |
| Average Win $233,595.15 | Best Trade (Aug 05) $7.57M | Sharpe Ratio -10.33 |
| Average Loss -$71,519.44 | Worst Trade (Aug 02) -$1.78M | Z-Score 8.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 6d | Expectancy $143,245.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,809 | 2,528 | 2,247 | 1,966 | 1,685 | 1,404 | 1,124 | 843 | 562 | 281 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,731 | $2.63M | $3.93M | - | $1.3M | 49.55% | -7.354% |
| ABBV AbbVie Inc. | 3,151 | $559,463.87 | $790,711.94 | - | $231,248.07 | 41.33% | -2.513% |
| ABT Abbott Laboratories | 11,178 | $1.43M | $1.18M | - | -$252,928.69 | -17.63% | +0.085% |
| ALL Allstate Corporation | 1,500 | $299,168.28 | $396,119.98 | - | $96,951.7 | 32.41% | -0.49% |
| AMAT Applied Materials, Inc. | 525 | $379,514 | $266,526.76 | - | -$112,987.24 | -29.77% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 7,086 | $1.11M | $3.37M | - | $2.27M | 204.42% | -1.904% |
| AMZN Amazon.com Inc | 39,470 | $6.7M | $10.72M | - | $4.02M | 60.01% | +15.321% |
| AVGO Broadcom Inc. | 2,474 | $436,984.49 | $963,078.72 | - | $526,094.23 | 120.39% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 120,736 | $12.81M | $15.13M | - | $2.32M | 18.1% | +0.032% |
| BAI iShares A.I. Innovation and Tech Active ETF | 410,397 | $16.7M | $16.97M | - | $267,045.98 | 1.6% | +0.633% |
| BMY Bristol-Myers Squibb Company | 67,914 | $4.08M | $4.44M | - | $352,114.48 | 8.62% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 12,760 | $5.39M | $6.53M | - | $1.14M | 21.18% | +0.365% |
| CAT Caterpillar Inc. | 227 | $241,756 | $184,961.87 | - | -$56,794.13 | -23.49% | +0.701% |
| CMI Cummins Inc. | 5,031 | $3.59M | $3.19M | - | -$397,153.75 | -11.07% | +0.193% |
| CRWD CrowdStrike Holdings, Inc. | 19,008 | $1.51M | $3.63M | - | $2.12M | 140.21% | +3.045% |
| CSCO Cisco Systems, Inc. | 4,522 | $243,542.05 | $524,506.78 | - | $280,964.73 | 115.37% | +2.14% |
| DAL Delta Air Lines, Inc. | 2,485 | $232,738 | $217,288.4 | - | -$15,449.6 | -6.64% | -1.298% |
| DELL Dell Technologies Inc. | 708 | $305,662 | $287,001.96 | - | -$18,660.04 | -6.1% | +0.138% |
| DGRO iShares Core Dividend Growth ETF | 4,511 | $244,879.09 | $351,903.12 | - | $107,024.03 | 43.7% | -0.281% |
| EMR Emerson Electric Co. | 2,241 | $254,864.7 | $335,746.64 | - | $80,881.94 | 31.74% | +0.794% |
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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 - $5.38M, Micron Technology, Inc - $4.06M, Alphabet Inc - $3.82M, 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 - $1.04M, 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 $6.76M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.15M, S&P 500 Core Premium Income Fund - $972,153.63, JPMorgan Nasdaq Equity Premium Income ETF - $543,861.75, 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.
