Laura Robayo Portfolio
Invests via Silver Oak Wealth Advisors Services LLC | Managed by Shufan (Linda) Cao, Laura Robayo
Invests via Silver Oak Wealth Advisors Services LLC
Managed by Shufan (Linda) Cao, Laura Robayo
Automatically Tracked
Experienced venture investor and operator focused on early-stage technology and healthcare companies. Laura Robayo brings product and go-to-market experience, helping founders scale revenue and corporate partnerships. Background combines operating roles and investor diligence, with emphasis on capital-efficient growth, founder-led businesses and cross-border expansion. Active in board-level advising and deal sourcing across seed to Series A.
Experienced venture investor and operator focused on early-stage technology and healthcare companies. Laura Robayo brings product and go-to-market experience, helping founders scale revenue and corporate partnerships. Background combines operating roles and investor diligence, with emphasis on capital-efficient growth, founder-led businesses and cross-border expansion. Active in board-level advising and deal sourcing across seed to Series A.
Investment Philosophy & Strategy
Focuses on capital-efficient, founder-led seed to Series A investments in technology and healthcare where product-market fit and early revenue mechanics are clear. Emphasizes hands-on go-to-market and partnership enablement, board-level operational support, and cross-border scaling. Pursues thesis-driven deals with measurable unit economics, prefers concentrated portfolios, and balances patient, growth-oriented time horizons with disciplined downside protection through staged capital and tight milestone underwriting.
Focuses on capital-efficient, founder-led seed to Series A investments in technology and healthcare where product-market fit and early revenue mechanics are clear. Emphasizes hands-on go-to-market and partnership enablement, board-level operational support, and cross-border scaling. Pursues thesis-driven deals with measurable unit economics, prefers concentrated portfolios, and balances patient, growth-oriented time horizons with disciplined downside protection through staged capital and tight milestone underwriting.
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:
27.1%
Gain +1.11%
Monthly
1.23%
Yearly
15.82%
Drawdown
12.54%
$169.45M
Equity
Holdings
$169.45M
Investment
$140.53M
$30.6M
Profit +$1.55M
Realized
$1.67M
Unrealized
$28.92M
Dividends
$5.32M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.11%
Profit
$1.55M
Win %
69%
This Week
Compared To Last Week
Gain
0.87%
Profit
$1.45M
Win %
69%
This Month
Compared to last month
Gain
1.89%
Profit
$3.14M
Win %
69%
This Year
Compared to last year
Gain
1.45%
Profit
$2.42M
Win %
72%
NVDA NVIDIA Corporation
+3.44%
+$30,379.44 
STIP iShares 0-5 Year TIPS Bond ETF
+0.73%
+$8,854.1 
AAPL Apple Inc.
+0.52%
+$10,402.08 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.27%
+$91,711.23 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.23%
+$3,122.97 
VOO Vanguard S&P 500 ETF
+0.08%
+$288.41 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$416.4 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,622.97 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$6,832.8 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
IGM iShares Expanded Tech Sector ETF
-6.16%
-$18,144.02 
VUG Vanguard Growth ETF
-4.37%
-$16,944.82 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-3.78%
-$10,212 
IMCG iShares Morningstar Mid-Cap Growth ETF
-3.53%
-$293,948.64 
ESGV Vanguard ESG U.S. Stock ETF
-3.23%
-$638,567.02 
ESGE iShares ESG Aware MSCI EM ETF
-2.7%
-$44,727.54 
DUHP Dimensional US High Profitability ETF
-2.62%
-$324,550.68 
RSP Invesco S&P 500 Equal Weight ETF
-2.37%
-$10,930.69 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-2.25%
-$5,930.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.21%
-$20,337.6 
VIG Vanguard Dividend Appreciation ETF
-1.95%
-$24,799.75 
AVLV Avantis U.S. Large Cap Value ETF
-1.93%
-$181,450.69 
ESGD iShares ESG Aware MSCI EAFE ETF
-1.58%
-$59,172.96 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.39%
-$3,164 
MSFT Microsoft Corp.
-1.09%
-$7,013.85 
QQQ Invesco QQQ Trust, Series 1
-0.91%
-$12,641.48 
ORCL Oracle Corporation
-0.7%
-$1,563.12 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.64%
-$30,953.03 
AVEM Avantis Emerging Markets Equity ETF
-0.5%
-$41,908.3 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.32%
-$9,477.52 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.23%
-$479.5 
CSCO Cisco Systems, Inc.
-0.2%
-$523.92 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.14%
-$304.48 
CMF iShares California Muni Bond ETF
-0.11%
-$3,627.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$188.02 
JMUB JPMorgan Municipal Bond ETF
-0.04%
-$1,259.5 Events
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Dividends
Dividend Analysis
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| Trades 196 | Longs Won 142/196 72% | Profit Factor 35.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $682,784.83 |
| Average Win $221,762.43 | Best Trade (Aug 13) $6.95M | Sharpe Ratio -91.92 |
| Average Loss -$16,564.01 | Worst Trade (Jun 29) -$167,512.1 | Z-Score 5.08 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $156,101.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,421 | $1.61M | $2M | - | $387,230.9 | 24.06% | +0.524% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,212 | $218,915 | $215,835.9 | - | -$3,079.1 | -1.41% | -0.087% |
| AVEM Avantis Emerging Markets Equity ETF | 91,105 | $5.4M | $8.39M | - | $2.99M | 55.37% | -0.497% |
| AVLV Avantis U.S. Large Cap Value ETF | 100,249 | $6.72M | $9.24M | - | $2.52M | 37.56% | -1.926% |
| AVUV Avantis U.S. Small Cap Value ETF | 32,452 | $3.12M | $4.18M | - | $1.06M | 33.9% | 0.0 |
| CMF iShares California Muni Bond ETF | 60,464 | $3.39M | $3.42M | - | $30,759.4 | 0.91% | -0.106% |
| CSCO Cisco Systems, Inc. | 2,183 | $256,415 | $265,234.5 | - | $8,819.5 | 3.44% | -0.197% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 6,900 | $204,792 | $260,130 | - | $55,338 | 27.02% | -3.777% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 91,577 | $4.88M | $4.78M | - | -$101,881.38 | -2.09% | -0.643% |
| DUHP Dimensional US High Profitability ETF | 292,388 | $10.01M | $12.04M | - | $2.03M | 20.25% | -2.625% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 35,222 | $2.73M | $3.69M | - | $957,631.69 | 35.08% | -1.579% |
| ESGE iShares ESG Aware MSCI EM ETF | 31,278 | $1.05M | $1.61M | - | $561,441.71 | 53.47% | -2.701% |
| ESGV Vanguard ESG U.S. Stock ETF | 145,129 | $15.22M | $19.16M | - | $3.94M | 25.86% | -3.225% |
| GSIE Goldman Sachs ActiveBeta International Equity ETF | 705,471 | $25.12M | $33.69M | - | $8.57M | 34.12% | +0.273% |
| IGM iShares Expanded Tech Sector ETF | 1,800 | $202,212 | $276,317.98 | - | $74,105.98 | 36.65% | -6.162% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 84,468 | $6.4M | $8.03M | - | $1.63M | 25.52% | -3.53% |
| IVOV Vanguard S&P Mid-Cap 400 Value ETF | 2,255 | $215,459 | $257,791.6 | - | $42,332.6 | 19.65% | -2.249% |
| JMUB JPMorgan Municipal Bond ETF | 62,975 | $3.14M | $3.13M | - | -$6,925.73 | -0.22% | -0.04% |
| MSFT Microsoft Corp. | 1,311 | $597,852.23 | $639,060.06 | - | $41,207.83 | 6.89% | -1.086% |
| NVDA NVIDIA Corporation | 4,173 | $553,388.71 | $914,805.06 | - | $361,416.35 | 65.31% | +3.435% |
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FAQ
Which stocks have generated the highest profits for Laura Robayo?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.61M, Goldman Sachs ActiveBeta International Equity ETF - $1.34M, Avantis Emerging Markets Equity ETF - $728,582.9, Vanguard ESG U.S. Stock ETF - $502,167.74, and Avantis U.S. Large Cap Value ETF - $410,450.6. 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: Dave Inc. Class A Common Stock - $176,000.89, Broadcom Inc - $32,548.2, Oracle Corporation - $28,964.62, Amazon.com Inc - $20,944.47, and Alphabet Inc - $16,092.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laura Robayo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.32M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $1.56M, Goldman Sachs ActiveBeta International Equity ETF - $1.16M, Vanguard ESG U.S. Stock ETF - $263,703.29, Avantis Emerging Markets Equity ETF - $257,811.77, and Vanguard Short-Term Corporate Bond ETF - $251,965.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laura Robayo's monthly returns?
Laura Robayo's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Laura Robayo's strategy be considered aggressive or moderate?
Laura Robayo's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Laura Robayo's strategy?
Laura Robayo's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
