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:
0.05%
Gain
Monthly
0%
Yearly
0.03%
Drawdown
24.57%
$163.45M
Equity
Holdings
$163.45M
Investment
$132.66M
$30.82M
Profit -$1.65M
Realized
$30,354.64
Unrealized
$30.78M
Dividends
$1.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.65M
Win %
84%
This Week
Compared To Last Week
Gain
-2.45%
Profit
-$4.1M
Win %
84%
This Month
Compared to last month
Gain
-2.28%
Profit
-$3.81M
Win %
84%
This Year
Compared to last year
Gain
17.25%
Profit
$24.05M
Win %
84%
JNJ Johnson & Johnson
+1.37%
+$9,020.87 
GLD SPDR Gold Shares
+0.82%
+$3,097.29 
SLV iShares Silver Trust
+0.69%
+$1,416.45 
OSCR Oscar Health, Inc.
+0.69%
+$3,100.4 
AAPL Apple Inc.
+0.2%
+$1,865.3 
META Meta Platforms Inc Class A
-2.83%
-$17,423.2 
GOOG Alphabet Inc
-2.56%
-$6,470.75 
MSFT Microsoft Corp.
-1.49%
-$9,609.6 
MGK Vanguard Mega Cap Growth ETF
-1.41%
-$13,751.6 
VUG Vanguard Growth ETF
-1.32%
-$144,700.2 
QQQM Invesco NASDAQ 100 ETF
-1.19%
-$742,595.25 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.95%
-$14,254.06 
VOO Vanguard S&P 500 ETF
-0.87%
-$597,105 
IVV iShares Core S&P 500 ETF
-0.86%
-$3,757.57 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.84%
-$9,304.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.81%
-$82,536.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.79%
-$4,430.23 
RSP Invesco S&P 500 Equal Weight ETF
-0.74%
-$1,689.6 
XLK State Street Technology Select Sector SPDR ETF
-0.74%
-$3,447.92 
JEPI JPMorgan Equity Premium Income Fund
-0.7%
-$3,016.8 
VGT Vanguard Information Technology ETF
-0.64%
-$15,899.52 
FELC Fidelity Enhanced Large Cap Core ETF
-0.56%
-$1,425.04 Events
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Dividends
Dividend Analysis
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| Trades 86 | Longs Won 72/86 83% | Profit Factor 11.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.57M |
| Average Win $469,412.83 | Best Trade (Jul 15) $10.81M | Sharpe Ratio -283.02 |
| Average Loss -$213,036.38 | Worst Trade (Mar 31) -$2.8M | Z-Score 15.3 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $358,316.45 |
| 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% | 0.68% |
| Consecutive Losing Trades | 767 | 691 | 614 | 537 | 460 | 384 | 307 | 230 | 153 | 77 |
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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