AR
Arthur Romano Portfolio
Invests via FOREFRONT WEALTH MANAGEMENT Inc. | Managed by Waverly Advisors LLC
Invests via FOREFRONT WEALTH MANAGEMENT Inc.
Managed by Waverly Advisors LLC
Automatically Tracked
Arthur Romano Profile
Arthur Romano is a distinguished figure in the realm of entrepreneurship, noted for his strategic acumen and leadership in scaling innovative startups. With a background steeped in technology and product development, he has driven transformative initiatives across various sectors. Romano’s commitment to nurturing disruptive ideas has positioned him as an influential catalyst for growth, particularly within early-stage companies aiming to enhance their market presence. His ability to bridge creative vision with practical execution resonates throughout the industry, making him a sought-after collaborator among emerging ventures eager to realize their potential.
Arthur Romano is a distinguished figure in the realm of entrepreneurship, noted for his strategic acumen and leadership in scaling innovative startups. With a background steeped in technology and product development, he has driven transformative initiatives across various sectors. Romano’s commitment to nurturing disruptive ideas has positioned him as an influential catalyst for growth, particularly within early-stage companies aiming to enhance their market presence. His ability to bridge creative vision with practical execution resonates throughout the industry, making him a sought-after collaborator among emerging ventures eager to realize their potential.
Investment Philosophy & Strategy
Innovation Lens: Arthur Romano excels in harnessing disruptive technologies to propel startups into dynamic growth trajectories. With an entrepreneurial spirit that encourages risk-taking, he prioritizes investment in ideas with the potential to redefine market standards. His approach is characterized by identifying breakthrough concepts and strategically positioning them for success. By fostering partnerships with key stakeholders, he leverages his extensive network to provide operational insights while enabling teams to execute their visions effectively. Romano's emphasis on adaptability ensures that emerging ventures remain resilient amidst evolving landscapes, solidifying his role as a transformative leader within the startup ecosystem.
Innovation Lens: Arthur Romano excels in harnessing disruptive technologies to propel startups into dynamic growth trajectories. With an entrepreneurial spirit that encourages risk-taking, he prioritizes investment in ideas with the potential to redefine market standards. His approach is characterized by identifying breakthrough concepts and strategically positioning them for success. By fostering partnerships with key stakeholders, he leverages his extensive network to provide operational insights while enabling teams to execute their visions effectively. Romano's emphasis on adaptability ensures that emerging ventures remain resilient amidst evolving landscapes, solidifying his role as a transformative leader within the startup ecosystem.
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:
37.39%
Gain +1.49%
Monthly
0.41%
Yearly
5.05%
Drawdown
19.5%
$148.67M
Equity
Holdings
$148.67M
Investment
$105.24M
$40.01M
Profit +$2.68M
Realized
-$3.43M
Unrealized
$43.44M
Dividends
$9.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.49%
Profit
$2.68M
Win %
72%
This Week
Compared To Last Week
Gain
1.84%
Profit
$2.68M
Win %
72%
This Month
Compared to last month
Gain
-0.98%
Profit
-$1.47M
Win %
72%
This Year
Compared to last year
Gain
7.18%
Profit
$9.96M
Win %
72%
AU AngloGold Ashanti plc
+8.31%
+$391,281.24 
HOOD Robinhood Markets, Inc.
+7.35%
+$80,323.1 
UAMY United States Antimony Corporation
+6.61%
+$10,985.16 
UBER Uber Technologies, Inc.
+6.26%
+$50,026.17 
NEM Newmont Corporation
+5.79%
+$12,383 
META Meta Platforms Inc Class A
+5.77%
+$148,711.95 
PLTR Palantir Technologies Inc.
+5.01%
+$9,576.54 
SIVR abrdn Physical Silver Shares ETF
+4.45%
+$139,223.7 
CEG Constellation Energy Corporation
+3.9%
+$6,695.54 
BX Blackstone Inc.
+3.82%
+$9,440.97 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.53%
+$372,928 
AAAU Goldman Sachs Physical Gold ETF
+3.46%
+$42,190.43 
NRG NRG Energy, Inc.
+3.36%
+$6,275.14 
VGT Vanguard Information Technology ETF
+3.31%
+$87,483.04 
GOOGL Alphabet Inc
+3.25%
+$258,710.62 
AMZN Amazon.com Inc
+3.23%
+$274,973.13 
NVDA NVIDIA Corporation
+3.16%
+$21,352.1 
QQQ Invesco QQQ Trust, Series 1
+3.01%
+$51,930.25 
HWM Howmet Aerospace Inc.
+2.63%
+$134,682.4 
AUTL Autolus Therapeutics plc American Depositary Receipt
+2.56%
+$1,074.8 
CAT Caterpillar Inc.
+2.47%
+$151,728.66 
GPIQ Nasdaq 100 Core Premium Income ETF
+2.46%
+$33,989.67 
APH Amphenol Corporation
+2.32%
+$6,463.35 
RZLV Rezolve AI Ltd.
+2.24%
+$825 
GS The Goldman Sachs Group, Inc.
+2.22%
+$6,595.56 
SPAI Safe Pro Group Inc.
+2.15%
+$7,469 
AAPL Apple Inc.
+2.05%
+$156,241.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.02%
+$142,635.35 
MSFT Microsoft Corp.
+2.01%
+$166,738.21 
EPI WisdomTree India Earnings Fund
+1.94%
+$44,112.69 
VOO Vanguard S&P 500 ETF
+1.85%
+$7,193.39 
SPY SPDR S&P 500 ETF Trust
+1.85%
+$11,617.6 
GPIX S&P 500 Core Premium Income Fund
+1.57%
+$36,478.78 
FEZ SPDR Euro Stoxx 50 ETF
+1.32%
+$38,057.11 
NVO Novo Nordisk A/S Sponsored ADR
+1.04%
+$11,580.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.9%
+$2,278.39 
CW Curtiss-Wright Corporation
+0.87%
+$3,048.48 
JEPI JPMorgan Equity Premium Income Fund
+0.71%
+$73,162.4 
UNH UnitedHealth Group Incorporated
+0.71%
+$11,415.54 
TTD The Trade Desk, Inc. Class A
+0.57%
+$670.12 
ABT Abbott Laboratories
+0.57%
+$9,414 
ROIV Roivant Sciences Ltd
+0.55%
+$1,587.63 
GH Guardant Health Inc.
+0.47%
+$1,243 
BNY BlackRock New York Municipal Income Trust
+0.45%
+$1,426.75 
XLU Utilities Select Sector SPDR Fund
+0.44%
+$1,218.16 
PFE Pfizer Inc.
+0.4%
+$2,177.49 
CAH Cardinal Health Inc.
+0.4%
+$885.54 
MCD McDonald's Corporation
+0.38%
+$6,946.44 
WFC Wells Fargo & Company
+0.28%
+$516.76 
EWJV iShares MSCI Japan Value ETF
+0.24%
+$7,495.18 
JPM JPMorgan Chase & Co.
+0.24%
+$7,390.46 
REGN Regeneron Pharmaceuticals, Inc.
+0.21%
+$3,646.72 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.18%
+$715.37 
JPIE JPMorgan Income ETF
+0.12%
+$4,023.09 
FDD First Trust STOXX European Select Dividend Index Fund
+0.1%
+$3,101.2 
AMGN Amgen Inc.
+0.08%
+$1,044.59 
VG
0%
$0 
LDOS Leidos Holdings Inc.
-5.7%
-$103,676.16 
XOM Exxon Mobil Corporation
-4.12%
-$22,646.22 
SHEL Shell plc
-3.4%
-$101,476.98 
MRK Merck & Co., Inc.
-2.86%
-$34,295.19 
ABBV AbbVie Inc.
-2.38%
-$9,795.74 
OKE ONEOK, Inc.
-2.32%
-$60,125.1 
LMT Lockheed Martin Corporation
-1.74%
-$8,934.54 
HDV iShares Core High Dividend ETF
-1.42%
-$15,825.67 
IBM International Business Machines Corporation
-1.28%
-$2,519.51 
COST Costco Wholesale Corporation
-0.66%
-$30,772.68 
TMUS T-Mobile US, Inc.
-0.57%
-$9,088.28 
DTM Dt Midstream Inc.
-0.44%
-$1,344.78 
SO The Southern Company
-0.27%
-$720 
ETR Entergy Corporation
-0.23%
-$1,000 Events
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Dividends
Dividend Analysis
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| Trades 612 | Longs Won 325/612 53% | Profit Factor 3.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $501,670.77 |
| Average Win $167,400.37 | Best Trade (Jun 15) $8.39M | Sharpe Ratio -9 |
| Average Loss -$50,170.12 | Worst Trade (Sep 29) -$1.19M | Z-Score 2 (95.5%) |
| Commissions $0 | Avg. Trade Length 1y 6m 5d | Expectancy $65,369.76 |
| 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% | 0.03% |
| Consecutive Losing Trades | 2,967 | 2,671 | 2,374 | 2,077 | 1,780 | 1,484 | 1,187 | 890 | 593 | 297 |
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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