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:
46.31%
Gain +0.13%
Monthly
0.59%
Yearly
7.33%
Drawdown
17.75%
$137.98M
Equity
Holdings
$137.98M
Investment
$103.98M
$30.39M
Profit +$133,736.93
Realized
-$3.61M
Unrealized
$34M
Dividends
$10.31M
Goals
Avg. 93.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$133,736.93
Win %
71%
This Week
Compared To Last Week
Gain
0.1%
Profit
$139,342.95
Win %
71%
This Month
Compared to last month
Gain
1.26%
Profit
$1.72M
Win %
71%
This Year
Compared to last year
Gain
4.36%
Profit
$5.76M
Win %
71%
VG Venture Global Inc.
+4.2%
+$56,131.82 
PLTR Palantir Technologies Inc.
+2.82%
+$5,572.62 
MSFT Microsoft Corp.
+2.03%
+$169,811.79 
GOOGL Alphabet Inc
+1.77%
+$136,021.97 
IBM International Business Machines Corporation
+1.51%
+$2,320.42 
AMZN Amazon.com Inc
+1.42%
+$125,069 
NRG NRG Energy, Inc.
+1.4%
+$2,691.47 
ABT Abbott Laboratories
+1.37%
+$25,888.5 
HOOD Robinhood Markets, Inc.
+1.32%
+$15,478.32 
RZLV Rezolve AI Ltd.
+1.29%
+$411.12 
TTD The Trade Desk, Inc. Class A
+1.16%
+$1,309.78 
SIVR abrdn Physical Silver Shares ETF
+1.15%
+$29,833.65 
TMUS T-Mobile US, Inc.
+1.02%
+$16,493.4 
NVDA NVIDIA Corporation
+0.99%
+$6,612.93 
VGT Vanguard Information Technology ETF
+0.95%
+$24,477.12 
XOM Exxon Mobil Corporation
+0.87%
+$4,820.73 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$13,610.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.78%
+$53,697.74 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.77%
+$10,220.67 
LDOS Leidos Holdings Inc.
+0.71%
+$11,320.96 
CW Curtiss-Wright Corporation
+0.68%
+$2,220.24 
LMT Lockheed Martin Corporation
+0.6%
+$2,903.6 
CEG Constellation Energy Corporation
+0.59%
+$1,008.73 
OKE ONEOK, Inc.
+0.49%
+$13,170.26 
META Meta Platforms Inc Class A
+0.43%
+$12,657.83 
EWJV iShares MSCI Japan Value ETF
+0.31%
+$9,539.32 
NEM Newmont Corporation
+0.3%
+$576.45 
APH Amphenol Corporation
+0.27%
+$725.2 
VOO Vanguard S&P 500 ETF
+0.25%
+$963.3 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$1,509.44 
BNY BlackRock New York Municipal Income Trust
+0.23%
+$790.2 
GPIX S&P 500 Core Premium Income Fund
+0.22%
+$5,060.64 
UBER Uber Technologies, Inc.
+0.11%
+$928.56 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GH Guardant Health Inc.
-3.62%
-$11,280 
UAMY United States Antimony Corporation
-2.66%
-$3,425.48 
SPAI Safe Pro Group Inc.
-2.57%
-$6,790 
AAPL Apple Inc.
-2.48%
-$216,797.79 
BX Blackstone Inc.
-2.23%
-$5,696.79 
MRK Merck & Co., Inc.
-1.9%
-$24,374.24 
AUTL Autolus Therapeutics plc American Depositary Receipt
-1.74%
-$671.75 
AU AngloGold Ashanti plc
-1.58%
-$66,032.12 
CAT Caterpillar Inc.
-1.38%
-$81,990.83 
SHEL Shell plc
-1.24%
-$37,596.96 
WFC Wells Fargo & Company
-1.11%
-$2,133.03 
NVO Novo Nordisk A/S Sponsored ADR
-0.91%
-$11,707.46 
ETR Entergy Corporation
-0.82%
-$3,720 
PFE Pfizer Inc.
-0.8%
-$4,147.6 
FDD First Trust STOXX European Select Dividend Index Fund
-0.78%
-$23,259 
CAH Cardinal Health Inc.
-0.74%
-$1,691.5 
SO The Southern Company
-0.68%
-$1,872 
COST Costco Wholesale Corporation
-0.68%
-$30,016.45 
DTM Dt Midstream Inc.
-0.63%
-$1,995.48 
XLU Utilities Select Sector SPDR Fund
-0.63%
-$1,780.39 
HWM Howmet Aerospace Inc.
-0.5%
-$26,395.01 
JPM JPMorgan Chase & Co.
-0.49%
-$16,124.64 
GS The Goldman Sachs Group, Inc.
-0.48%
-$1,428.48 
UNH UnitedHealth Group Incorporated
-0.43%
-$7,215.43 
ABBV AbbVie Inc.
-0.39%
-$1,781.87 
FEZ SPDR Euro Stoxx 50 ETF
-0.36%
-$10,246.15 
AMGN Amgen Inc.
-0.33%
-$4,642.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.3%
-$1,192.28 
MCD McDonald's Corporation
-0.27%
-$4,739.22 
HDV iShares Core High Dividend ETF
-0.25%
-$2,804.55 
AAAU Goldman Sachs Physical Gold ETF
-0.16%
-$1,911.07 
ROIV Roivant Sciences Ltd
-0.13%
-$432.99 
EPI WisdomTree India Earnings Fund
-0.12%
-$2,706.3 
REGN Regeneron Pharmaceuticals, Inc.
-0.12%
-$2,250.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$299.01 
JPIE JPMorgan Income ETF
-0.08%
-$2,560.14 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$6,401.71 Events
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Dividends
Dividend Analysis
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| Trades 612 | Longs Won 324/612 52% | Profit Factor 3.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $360,348.85 |
| Average Win $137,597.19 | Best Trade (Jul 19) $4.01M | Sharpe Ratio -9.62 |
| Average Loss -$49,278.12 | Worst Trade (Sep 29) -$1.19M | Z-Score -0.44 (34.13%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $49,655.87 |
| 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 | 2,801 | 2,521 | 2,241 | 1,961 | 1,681 | 1,401 | 1,120 | 840 | 560 | 280 |
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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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 - $1.18M, JPMorgan Nasdaq Equity Premium Income ETF - $1.04M, ONEOK, Inc - $925,684.4, AbbVie Inc - $867,687.07, and Constellation Energy Corporation - $861,754.3. 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, Danaher Corporation - $391,357.84, Applied Materials, Inc - $373,951.9, and OneMain Holdings Inc - $368,488.61. 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 $10.31M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.19M, JPMorgan Nasdaq Equity Premium Income ETF - $1.04M, ONEOK, Inc - $631,341.66, iShares Core High Dividend ETF - $605,701.03, and S&P 500 Core Premium Income Fund - $388,747.48. 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.
