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:
23.32%
Gain -0.71%
Monthly
0.98%
Yearly
12.41%
Drawdown
12.54%
$165.2M
Equity
Holdings
$165.2M
Investment
$140.53M
$26.34M
Profit -$984,690.35
Realized
$1.67M
Unrealized
$24.67M
Dividends
$6.45M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$984,690.35
Win %
61%
This Week
Compared To Last Week
Gain
-0.77%
Profit
-$1.28M
Win %
61%
This Month
Compared to last month
Gain
-0.29%
Profit
-$485,990.87
Win %
61%
This Year
Compared to last year
Gain
-1.1%
Profit
-$1.84M
Win %
66%
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$1,904.9 
AAPL Apple Inc.
+0.62%
+$13,612.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.22%
+$71,744.4 
STIP iShares 0-5 Year TIPS Bond ETF
+0.2%
+$2,393 
JMUB JPMorgan Municipal Bond ETF
+0.11%
+$3,463.62 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.11%
+$247.39 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$286.88 
CMF iShares California Muni Bond ETF
+0.06%
+$1,807.87 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$1,893.46 
SHV iShares Short Treasury Bond ETF
+0.03%
+$64.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$11.06 
DFGX Dimensional Global ex US Core Fixed Income Fund
0%
$0 
ORCL Oracle Corporation
-4.79%
-$9,917.6 
IGM iShares Expanded Tech Sector ETF
-3.61%
-$10,710 
QQQ Invesco QQQ Trust, Series 1
-2.69%
-$37,847.3 
MSFT Microsoft Corp.
-2.51%
-$17,724.72 
CSCO Cisco Systems, Inc.
-2.44%
-$5,861.35 
VUG Vanguard Growth ETF
-2.26%
-$8,843.12 
SCHG Schwab U.S. Large-Cap Growth ETF
-2.2%
-$15,558.26 
ESGE iShares ESG Aware MSCI EM ETF
-2.06%
-$33,467.46 
AVEM Avantis Emerging Markets Equity ETF
-1.8%
-$148,501.15 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.78%
-$143,173.26 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.69%
-$4,485 
ESGV Vanguard ESG U.S. Stock ETF
-1.68%
-$332,343.96 
NVDA NVIDIA Corporation
-1.44%
-$13,019.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.31%
-$17,404.64 
VOO Vanguard S&P 500 ETF
-1.25%
-$4,552.81 
DUHP Dimensional US High Profitability ETF
-0.98%
-$122,802.96 
RSP Invesco S&P 500 Equal Weight ETF
-0.58%
-$2,627.97 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.53%
-$1,139.05 
AVLV Avantis U.S. Large Cap Value ETF
-0.49%
-$46,114.54 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$16,550.52 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.4%
-$3,499.34 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.27%
-$676.5 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.23%
-$74,074.46 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.21%
-$7,748.84 
VIG Vanguard Dividend Appreciation ETF
-0.21%
-$2,662.73 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.12%
-$239.75 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$546.78 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$26.02 Events
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Dividends
Dividend Analysis
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| Trades 196 | Longs Won 134/196 68% | Profit Factor 17.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $609,964.07 |
| Average Win $208,662.13 | Best Trade (Oct 16) $5.95M | Sharpe Ratio -92.04 |
| Average Loss -$26,146.68 | Worst Trade (Oct 14) -$434,819.28 | Z-Score 2.61 (99.08%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $134,385.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,421 | $1.61M | $2.21M | - | $599,894.42 | 37.27% | +0.62% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,212 | $218,915 | $211,057.98 | - | -$7,857.02 | -3.59% | +0.005% |
| AVEM Avantis Emerging Markets Equity ETF | 91,105 | $5.4M | $8.09M | - | $2.68M | 49.69% | -1.803% |
| AVLV Avantis U.S. Large Cap Value ETF | 100,249 | $6.72M | $9.32M | - | $2.6M | 38.69% | -0.493% |
| AVUV Avantis U.S. Small Cap Value ETF | 32,452 | $3.12M | $3.89M | - | $771,853.89 | 24.74% | -0.423% |
| CMF iShares California Muni Bond ETF | 60,464 | $3.39M | $3.31M | - | -$72,640.09 | -2.14% | +0.055% |
| CSCO Cisco Systems, Inc. | 2,183 | $256,415 | $233,941.19 | - | -$22,473.81 | -8.76% | -2.444% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 6,900 | $204,792 | $260,889 | - | $56,097 | 27.39% | -1.69% |
| DFGX Dimensional Global ex US Core Fixed Income Fund | 91,577 | $4.88M | $4.73M | - | -$148,768.81 | -3.05% | 0.0 |
| DUHP Dimensional US High Profitability ETF | 292,388 | $10.01M | $12.37M | - | $2.35M | 23.52% | -0.983% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 35,222 | $2.73M | $3.61M | - | $882,961.05 | 32.34% | -0.214% |
| ESGE iShares ESG Aware MSCI EM ETF | 31,278 | $1.05M | $1.59M | - | $540,798.23 | 51.5% | -2.06% |
| ESGV Vanguard ESG U.S. Stock ETF | 145,129 | $15.22M | $19.48M | - | $4.26M | 27.98% | -1.677% |
| GSIE Goldman Sachs ActiveBeta International Equity ETF | 705,471 | $25.12M | $32.46M | - | $7.35M | 29.25% | -0.228% |
| IGM iShares Expanded Tech Sector ETF | 1,800 | $202,212 | $285,840 | - | $83,628 | 41.36% | -3.612% |
| IMCG iShares Morningstar Mid-Cap Growth ETF | 84,468 | $6.4M | $7.88M | - | $1.48M | 23.16% | -1.784% |
| IVOV Vanguard S&P Mid-Cap 400 Value ETF | 2,255 | $215,459 | $247,193.1 | - | $31,734.1 | 14.73% | -0.273% |
| JMUB JPMorgan Municipal Bond ETF | 62,975 | $3.14M | $3.04M | - | -$101,703.11 | -3.24% | +0.114% |
| MSFT Microsoft Corp. | 1,311 | $597,852.23 | $689,481.12 | - | $91,628.89 | 15.33% | -2.506% |
| NVDA NVIDIA Corporation | 4,173 | $553,388.71 | $893,481.03 | - | $340,092.32 | 61.46% | -1.436% |
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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 - $2.25M, Goldman Sachs ActiveBeta International Equity ETF - $1.52M, Avantis Emerging Markets Equity ETF - $787,646.27, Vanguard ESG U.S. Stock ETF - $548,754.15, and Avantis U.S. Large Cap Value ETF - $433,668.27. 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 - $28,194.62, 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 $6.45M earned over time. The largest contributors to dividend income include Vanguard Short-Term Inflation-Protected Securities Index Fund - $2.2M, Goldman Sachs ActiveBeta International Equity ETF - $1.35M, Avantis Emerging Markets Equity ETF - $316,875.14, Vanguard ESG U.S. Stock ETF - $310,289.7, and Vanguard Short-Term Corporate Bond ETF - $284,348.78. 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.
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