Kyle Rolek Portfolio
Invests via Rolek Wealth Management LLC | Managed by Kyle Rolek
Invests via Rolek Wealth Management LLC
Managed by Kyle Rolek
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Investment professional specializing in growth-stage technology investments and corporate development with cross-functional experience in product strategy, M&A and investor relations. Kyle Rolek has led diligence and portfolio support for SaaS and digital infrastructure assets, and brings operational depth from prior roles in strategy and business development. Market-facing skills include financial modeling, capital raise execution and board-level reporting for venture and private equity-backed companies.
Investment professional specializing in growth-stage technology investments and corporate development with cross-functional experience in product strategy, M&A and investor relations. Kyle Rolek has led diligence and portfolio support for SaaS and digital infrastructure assets, and brings operational depth from prior roles in strategy and business development. Market-facing skills include financial modeling, capital raise execution and board-level reporting for venture and private equity-backed companies.
Investment Philosophy & Strategy
Investment professional specializing in growth-stage technology investments and corporate development with cross-functional experience in product strategy, M&A and investor relations. Kyle Rolek has led diligence and portfolio support for SaaS and digital infrastructure assets, and brings operational depth from prior roles in strategy and business development. Market-facing skills include financial modeling, capital raise execution and board-level reporting for venture and private equity-backed companies.
Investment professional specializing in growth-stage technology investments and corporate development with cross-functional experience in product strategy, M&A and investor relations. Kyle Rolek has led diligence and portfolio support for SaaS and digital infrastructure assets, and brings operational depth from prior roles in strategy and business development. Market-facing skills include financial modeling, capital raise execution and board-level reporting for venture and private equity-backed companies.
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:
37.01%
Gain +0.72%
Monthly
1.5%
Yearly
19.54%
Drawdown
20.28%
$186.22M
Equity
Holdings
$186.22M
Investment
$144.64M
$42.28M
Profit +$1.04M
Realized
$694,082.74
Unrealized
$41.58M
Dividends
$1.96M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.72%
Profit
$1.04M
Win %
92%
This Week
Compared To Last Week
Gain
1.36%
Profit
$2.49M
Win %
92%
This Month
Compared to last month
Gain
2.47%
Profit
$4.48M
Win %
92%
This Year
Compared to last year
Gain
2.41%
Profit
$4.98M
Win %
91%
MSFT Microsoft Corp.
+1.3%
+$9,302.31 
XLK State Street Technology Select Sector SPDR ETF
+0.72%
+$3,820.78 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.69%
+$11,094.08 
VUG Vanguard Growth ETF
+0.68%
+$60,141.44 
VGT Vanguard Information Technology ETF
+0.63%
+$16,177.75 
MGK Vanguard Mega Cap Growth ETF
+0.61%
+$6,379.62 
IVV iShares Core S&P 500 ETF
+0.61%
+$3,955.89 
VOO Vanguard S&P 500 ETF
+0.6%
+$452,424.64 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$7,178.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.58%
+$63,016.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.57%
+$3,166.75 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$1,279.74 
GLD SPDR Gold Shares
+0.54%
+$2,261.15 
SLV iShares Silver Trust
+0.53%
+$1,271.07 
QQQM Invesco NASDAQ 100 ETF
+0.52%
+$393,257.84 
JNJ Johnson & Johnson
+0.52%
+$3,471.63 
FELC Fidelity Enhanced Large Cap Core ETF
+0.49%
+$1,304.4 
JEPI JPMorgan Equity Premium Income Fund
+0.37%
+$1,583.82 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.11%
+$1,892.78 Events
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Dividends
Dividend Analysis
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| Trades 106 | Longs Won 95/106 89% | Profit Factor 15.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.88M |
| Average Win $475,500.8 | Best Trade (Oct 06) $13.96M | Sharpe Ratio -9.84 |
| Average Loss -$263,334.9 | Worst Trade (Mar 31) -$2.8M | Z-Score 33.49 (100%) |
| Commissions $0 | Avg. Trade Length 11m 6d | Expectancy $398,829.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.23% |
| Consecutive Losing Trades | 707 | 636 | 566 | 495 | 424 | 354 | 283 | 212 | 141 | 71 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AAPL Apple Inc. | 2,806 | $695,801.6 | $933,191.42 | - | $237,389.82 | 34.12% | -0.096% |
| FELC Fidelity Enhanced Large Cap Core ETF | 6,067 | $209,317.41 | $268,252.4 | - | $58,934.99 | 28.16% | +0.489% |
| FELG Fidelity Enhanced Large Cap Growth ETF | 34,669 | $1.11M | $1.61M | - | $504,602.24 | 45.6% | +0.693% |
| GLD SPDR Gold Shares | 1,103 | $445,181.3 | $420,904.8 | - | -$24,276.5 | -5.45% | +0.54% |
 GOOG Alphabet Inc | 715 | $224,486.78 | $245,634.67 | - | $21,147.89 | 9.42% | -0.083% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 7,251 | $880,987.22 | $1.23M | - | $352,190.35 | 39.98% | +0.586% |
| IVV iShares Core S&P 500 ETF | 839 | $538,088.85 | $656,907.63 | - | $118,818.78 | 22.08% | +0.606% |
| JEPI JPMorgan Equity Premium Income Fund | 7,542 | $431,683 | $426,123 | - | -$5,560 | -1.29% | +0.373% |
| JNJ Johnson & Johnson | 2,630 | $642,793 | $668,677.5 | - | $25,884.5 | 4.03% | +0.522% |
 META Meta Platforms Inc Class A | 929 | $552,084.17 | $688,407.58 | - | $136,323.41 | 24.69% | -0.119% |
| MGK Vanguard Mega Cap Growth ETF | 11,095 | $771,648.14 | $1.06M | - | $284,207.53 | 36.83% | +0.608% |
| MSFT Microsoft Corp. | 1,358 | $587,021.07 | $722,496.74 | - | $135,475.67 | 23.08% | +1.304% |
 OSCR Oscar Health, Inc. | 11,802 | $158,618.97 | $381,558.66 | - | $222,939.69 | 140.55% | -0.278% |
| QQQ Invesco QQQ Trust, Series 1 | 308 | $227,119 | $234,189.34 | - | $7,070.34 | 3.11% | +0.549% |
| QQQM Invesco NASDAQ 100 ETF | 241,261 | $59.24M | $75.52M | - | $16.28M | 27.48% | +0.523% |
| RSP Invesco S&P 500 Equal Weight ETF | 2,650 | $541,774.76 | $562,634.75 | - | $20,859.99 | 3.85% | +0.566% |
| SLV iShares Silver Trust | 4,383 | $280,645.82 | $242,905.86 | - | -$37,739.96 | -13.45% | +0.526% |
| VGT Vanguard Information Technology ETF | 19,850 | $1.54M | $2.58M | - | $1.04M | 67.28% | +0.631% |
| VOO Vanguard S&P 500 ETF | 105,682 | $58.68M | $75.73M | - | $17.05M | 29.05% | +0.601% |
| VTI VANGUARD TOTAL STOCK MKT ETF | 28,386 | $8.49M | $10.87M | - | $2.38M | 28.02% | +0.583% |
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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 Kyle Rolek?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $3.45M, Vanguard S&P 500 ETF - $1.15M, Invesco NASDAQ 100 ETF - $169,304.62, Vanguard Information Technology ETF - $141,010.4, and Fidelity Enhanced Large Cap Growth ETF - $65,999.48. 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: VANGUARD TOTAL STOCK MKT ETF - $2.52M and Microsoft Corp - $3,619.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kyle Rolek's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.96M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $1.15M, VANGUARD TOTAL STOCK MKT ETF - $272,914.82, Vanguard Growth ETF - $255,451.11, Invesco NASDAQ 100 ETF - $169,304.62, and JPMorgan Equity Premium Income Fund - $23,216.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kyle Rolek's monthly returns?
Kyle Rolek'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 Kyle Rolek's strategy be considered aggressive or moderate?
Kyle Rolek's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Kyle Rolek's strategy?
Kyle Rolek'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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