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:
55.17%
Gain -1.57%
Monthly
0.64%
Yearly
7.93%
Drawdown
17.98%
$143.58M
Equity
Holdings
$143.58M
Investment
$103.98M
$34.41M
Profit -$1.79M
Realized
-$5.18M
Unrealized
$39.6M
Dividends
$10.78M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.57%
Profit
-$1.79M
Win %
72%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$1.68M
Win %
72%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.24M
Win %
72%
This Year
Compared to last year
Gain
8.59%
Profit
$11.36M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$1.29M 
GOOGL Alphabet Inc
+6.73%
+$496,856.64 
GH Guardant Health Inc.
+6.33%
+$19,280 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$69,202.12 
META Meta Platforms Inc Class A
+3.28%
+$80,355.56 
MSFT Microsoft Corp.
+3.02%
+$288,743.79 
NVDA NVIDIA Corporation
+2.93%
+$18,785.92 
LDOS Leidos Holdings Inc.
+2.84%
+$47,518.24 
RZLV Rezolve AI Ltd.
+2.1%
+$687.5 
OKE ONEOK, Inc.
+1.95%
+$49,817.94 
HWM Howmet Aerospace Inc.
+1.8%
+$96,298.45 
SPAI Safe Pro Group Inc.
+1.79%
+$4,753 
SHEL Shell plc
+1.62%
+$51,173.64 
LMT Lockheed Martin Corporation
+1.5%
+$8,215.76 
CAH Cardinal Health Inc.
+1.3%
+$2,945.19 
WFC Wells Fargo & Company
+1.19%
+$2,242.98 
VG Venture Global Inc.
+1.06%
+$13,549.06 
CW Curtiss-Wright Corporation
+1.02%
+$3,405.77 
DTM Dt Midstream Inc.
+0.9%
+$2,667.87 
IBM International Business Machines Corporation
+0.86%
+$1,382.83 
MCD McDonald's Corporation
+0.82%
+$14,282.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$4,528.34 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,770.22 
CAT Caterpillar Inc.
+0.7%
+$38,278.1 
PLTR Palantir Technologies Inc.
+0.65%
+$1,195.2 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,620.48 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$14,338.44 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$7,606.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$38,945.61 
APH Amphenol Corporation
+0.55%
+$1,595.42 
FDD First Trust STOXX European Select Dividend Index Fund
+0.5%
+$15,506 
PFE Pfizer Inc.
+0.4%
+$2,073.8 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$34,752.14 
MRK Merck & Co., Inc.
+0.32%
+$4,129.62 
JPM JPMorgan Chase & Co.
+0.27%
+$9,022.12 
NRG NRG Energy, Inc.
+0.24%
+$475.83 
SO The Southern Company
+0.21%
+$576 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$548.75 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$2,927.47 
ABT Abbott Laboratories
+0.09%
+$1,694.52 
EPI WisdomTree India Earnings Fund
+0.07%
+$1,623.78 
HDV iShares Core High Dividend ETF
+0.04%
+$400.65 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$115,292.98 
AAPL Apple Inc.
-7.35%
-$642,791.8 
AU AngloGold Ashanti plc
-3.66%
-$164,261.72 
UAMY United States Antimony Corporation
-2.87%
-$3,543.6 
AUTL Autolus Therapeutics plc American Depositary Receipt
-2.61%
-$1,074.8 
ABBV AbbVie Inc.
-2.51%
-$11,704.23 
NEM Newmont Corporation
-2.14%
-$4,376.75 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$56,756.75 
ROIV Roivant Sciences Ltd
-1.77%
-$5,869.42 
UNH UnitedHealth Group Incorporated
-1.68%
-$27,926.54 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$17,346.59 
TTD The Trade Desk, Inc. Class A
-1.31%
-$1,462.07 
XOM Exxon Mobil Corporation
-0.97%
-$5,717.61 
EWJV iShares MSCI Japan Value ETF
-0.94%
-$29,980.79 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,936.57 
AMGN Amgen Inc.
-0.64%
-$9,595.16 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,807.92 
ETR Entergy Corporation
-0.38%
-$1,640 
VGT Vanguard Information Technology ETF
-0.38%
-$9,745.52 
TMUS T-Mobile US, Inc.
-0.36%
-$5,301.37 
CEG Constellation Energy Corporation
-0.31%
-$548.37 
BX Blackstone Inc.
-0.25%
-$644.17 
COST Costco Wholesale Corporation
-0.24%
-$10,777.42 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$794.85 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$442.53 
JPIE JPMorgan Income ETF
-0.09%
-$2,925.88 
HOOD Robinhood Markets, Inc.
-0.05%
-$469.04 
UBER Uber Technologies, Inc.
-0.01%
-$116.07 Events
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Dividends
Dividend Analysis
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| Trades 612 | Longs Won 339/612 55% | Profit Factor 3.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $386,773.22 |
| Average Win $152,070.07 | Best Trade (Aug 05) $4.11M | Sharpe Ratio -9.59 |
| Average Loss -$62,781.93 | Worst Trade (Sep 29) -$1.19M | Z-Score 0.17 (13.38%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w | Expectancy $56,229.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,288 | 2,059 | 1,831 | 1,602 | 1,373 | 1,144 | 915 | 686 | 458 | 229 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 29,401 | $997,547.58 | $1.17M | - | $176,434.35 | 17.69% | -1.456% |
| AAPL Apple Inc. | 26,215 | $4.65M | $8.1M | - | $3.44M | 74.02% | -7.354% |
| ABBV AbbVie Inc. | 1,809 | $244,018.73 | $453,950.46 | - | $209,931.73 | 86.03% | -2.513% |
| ABT Abbott Laboratories | 18,828 | $2.65M | $1.99M | - | -$656,036.54 | -24.79% | +0.085% |
| AMGN Amgen Inc. | 3,869 | $1.02M | $1.49M | - | $475,149.58 | 46.81% | -0.64% |
| AMZN Amazon.com Inc | 35,734 | $5.97M | $9.7M | - | $3.73M | 62.42% | +15.321% |
| APH Amphenol Corporation | 7,252 | $224,362.38 | $291,349.1 | - | $66,986.72 | 29.86% | +0.551% |
| AU AngloGold Ashanti plc | 54,572 | $1.67M | $4.33M | - | $2.65M | 158.63% | -3.656% |
| AUTL Autolus Therapeutics plc American Depositary Receipt | 26,870 | $61,263.6 | $40,036.3 | - | -$21,227.3 | -34.65% | -2.614% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 5,299 | $408,110.72 | $400,286.46 | - | -$7,824.26 | -1.92% | -0.198% |
| BNY BlackRock New York Municipal Income Trust | 2,195 | $200,343.45 | $343,144.35 | - | $142,800.9 | 71.28% | +0.16% |
| BX Blackstone Inc. | 2,013 | $215,672.82 | $257,160.75 | - | $41,487.93 | 19.24% | -0.25% |
| CAH Cardinal Health Inc. | 995 | $204,472.5 | $228,879.85 | - | $24,407.35 | 11.94% | +1.304% |
| CAT Caterpillar Inc. | 6,751 | $2.45M | $5.5M | - | $3.05M | 124.66% | +0.701% |
| CEG Constellation Energy Corporation | 677 | $139,434.63 | $177,881.75 | - | $38,447.12 | 27.57% | -0.307% |
| COST Costco Wholesale Corporation | 4,727 | $2.32M | $4.5M | - | $2.18M | 94.28% | -0.239% |
| CW Curtiss-Wright Corporation | 464 | $226,850.37 | $335,936 | - | $109,085.63 | 48.09% | +1.024% |
| DTM Dt Midstream Inc. | 2,169 | $216,493.92 | $299,322 | - | $82,828.08 | 38.26% | +0.899% |
| EPI WisdomTree India Earnings Fund | 54,126 | $2.45M | $2.33M | - | -$125,800.88 | -5.13% | +0.07% |
| ETR Entergy Corporation | 4,000 | $217,867.52 | $430,480 | - | $212,612.48 | 97.59% | -0.38% |
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FAQ
Which stocks have generated the highest profits for Arthur Romano?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Equity Premium Income Fund - $1.27M, JPMorgan Nasdaq Equity Premium Income ETF - $1.09M, ONEOK, Inc - $956,319.57, AbbVie Inc - $870,816.64, and Vanguard Energy ETF - $865,901.74. 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: Target Corporation - $1.53M, NVIDIA Corporation - $1.07M, Adobe Inc - $603,670.48, Bath & Body Works, Inc - $569,089.43, and Danaher Corporation - $390,964.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Arthur Romano's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.78M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.27M, JPMorgan Nasdaq Equity Premium Income ETF - $1.09M, ONEOK, Inc - $661,976.83, iShares Core High Dividend ETF - $606,570.47, and S&P 500 Core Premium Income Fund - $422,006. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Arthur Romano's monthly returns?
Arthur Romano'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 Arthur Romano's strategy be considered aggressive or moderate?
Arthur Romano's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Arthur Romano's strategy?
Arthur Romano'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.
