RDL

Rodrigo De La Garza Portfolio

Invests via Summa Corp. | Managed by Rodrigo De La Garza

Invests via Summa Corp.

Managed by Rodrigo De La Garza

Automatically Tracked

Tracking: 0 Updated: 5 hours ago

Rodrigo De La Garza Profile

Rodrigo De La Garza is a seasoned entrepreneur and investor, recognized for his innovative contributions to technology-driven sectors. With extensive experience in launching and scaling startups, he has successfully navigated diverse market landscapes, significantly impacting the regional economy. His leadership encompasses not only business development but also mentorship within the entrepreneurial community, fostering collaboration among emerging ventures. De La Garza's active participation in investment circles positions him as a pivotal figure in capital allocation discussions aimed at advancing technological solutions that address contemporary challenges.

Investment Philosophy & Strategy

Innovation drives Rodrigo De La Garza's investment approach, reflecting his deep-rooted commitment to the technology sector. With a proven track record in launching and scaling enterprises, he seeks opportunities that leverage cutting-edge advancements to solve real-world problems. By prioritizing strategic collaboration within entrepreneurial ecosystems, he actively cultivates relationships that enhance capital deployment for promising startups. His focus on transformative business models positions him as an advocate for disruptive technologies that can redefine industries. This multifaceted perspective enables informed decision-making aimed at fostering sustainable growth and enduring impact.

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:

98.16%

Gain +2.82%

Monthly

2.35%

Yearly

32.13%

Drawdown

22.47%

$329.61M

Equity

Holdings

$329.61M

Investment

$154.95M

$200.69M

Profit +$11.44M

Realized

$26.04M

Unrealized

$174.65M

Dividends

$3.53M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

2.82%

Profit

$11.44M

Win %

73%

This Week

Compared To Last Week

Gain

3.63%

Profit

$11.55M

Win %

73%

This Month

Compared to last month

Gain

1.91%

Profit

$6.18M

Win %

73%

This Year

Compared to last year

Gain

21.95%

Profit

$63.26M

Win %

73%

Gainers
Losers

MRVL Marvell Technology, Inc.

+10.57%

+$1.24M

BMNR Bitmine Immersion Technologies, Inc.

+6.77%

+$26,160

AMD Advanced Micro Devices, Inc.

+6.76%

+$4.24M

UBER Uber Technologies, Inc.

+5.67%

+$102,080.6

SOXX iShares Semiconductor ETF

+5.23%

+$34,904.8

HON Honeywell International Inc.

+4.51%

+$10,934

ORCL Oracle Corporation

+4.49%

+$25,457.63

META Meta Platforms Inc Class A

+4.43%

+$24,436.1

QCOM QUALCOMM Incorporated

+4.34%

+$312,460

QTEC First Trust NASDAQ-100 Technology Index Fund

+4.3%

+$13,241.93

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+3.71%

+$56,592.04

AXP American Express Company

+3.57%

+$10,583.3

SHOP Shopify Inc.

+3.55%

+$7,886.1

NVDA NVIDIA Corporation

+3.27%

+$4.26M

VGT Vanguard Information Technology ETF

+3.25%

+$14,651.64

AVGO Broadcom Inc.

+3.2%

+$30,281.76

QQQ Invesco QQQ Trust, Series 1

+3.01%

+$38,991.11

AMZN Amazon.com Inc

+2.98%

+$151,883.84

AAXJ iShares MSCI All Country Asia ex Japan ETF

+2.96%

+$19,195

EEMA iShares MSCI Emerging Markets Asia ETF

+2.92%

+$13,851.54

GOOGL Alphabet Inc

+2.78%

+$102,828.66

GLD SPDR Gold Shares

+2.62%

+$38,372.44

GOOG Alphabet Inc

+2.6%

+$45,144.19

IWF iShares Russell 1000 Growth ETF

+2.14%

+$116,376

MSFT Microsoft Corp.

+2%

+$177,792.05

VOO Vanguard S&P 500 ETF

+1.76%

+$82,805.69

SPY SPDR S&P 500 ETF Trust

+1.75%

+$142,249.42

AAPL Apple Inc.

+1.67%

+$60,954.12

GINN Goldman Sachs Innovate Equity ETF

+1.59%

+$43,744.68

EWJ iShares MSCI Japan ETF

+1.53%

+$4,619.98

IWO iShares Russell 2000 Growth ETF

+1.51%

+$7,128.59

IVV iShares Core S&P 500 ETF

+1.5%

+$3,690.65

MSCI MSCI Inc.

+1.49%

+$3,316.38

BRK-B Berkshire Hathaway Inc.

+1.18%

+$29,141

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.1%

+$26,047.08

QUAL iShares MSCI USA Quality Factor ETF

+1.02%

+$62,826

IWD iShares Russell 1000 Value ETF

+0.86%

+$27,828.32

VB Vanguard Small-Cap ETF

+0.8%

+$10,893.26

TMO Thermo Fisher Scientific Inc.

+0.79%

+$3,690

DE Deere & Company

+0.74%

+$2,087.41

PG Procter & Gamble Co

+0.73%

+$3,270

RSP Invesco S&P 500 Equal Weight ETF

+0.69%

+$1,830.16

V Visa Inc. Class A

+0.62%

+$1,916.36

DBEF Xtrackers MSCI EAFE Hedged Equity ETF

+0.5%

+$21,189.06

MDY SPDR S&P MidCap 400 ETF Trust

+0.49%

+$2,040

EMB iShares J.P. Morgan USD Emerging Markets Bond ETF

+0.38%

+$4,443.87

VYM Vanguard High Dividend Yield ETF

+0.34%

+$2,160

VWOB Vanguard Emerging Markets Government Bond Fund

+0.3%

+$2,001

PYLD PIMCO Multisector Bond Active ETF

+0.21%

+$1,100

CX Cemex S.A.B. de C.V. Sponsored ADR

+0.15%

+$364.6

IEF iShares 7-10 Year Treasury Bond ETF

+0.14%

+$1,866.64

JPM JPMorgan Chase & Co.

+0.13%

+$1,634

IEI iShares 3-7 Year Treasury Bond ETF

+0.12%

+$1,201.33

AGG iShares Core U.S. Aggregate Bond ETF

+0.11%

+$774.79

TIP iShares TIPS Bond ETF

+0.1%

+$675.15

ISTB iShares Core 1-5 Year USD Bond ETF

+0.09%

+$189

VCSH Vanguard Short-Term Corporate Bond ETF

+0.09%

+$665

VCLT Vanguard Long-Term Corporate Bond Fund

+0.07%

+$350

SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF

+0.05%

+$368.52

ZTS Zoetis Inc.

+0.05%

+$69.56

SHY iShares 1-3 Year Treasury Bond ETF

+0.04%

+$419.55

MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

+0.01%

+$42

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

USFR WisdomTree Floating Rate Treasury Fund

VLO Valero Energy Corporation

-3.93%

-$54,918.05

XOM Exxon Mobil Corporation

-3.64%

-$35,310

IDV iShares International Select Dividend ETF

-3.12%

-$12,247.29

MRK Merck & Co., Inc.

-2.81%

-$17,902.42

ABBV AbbVie Inc.

-2.44%

-$13,320

OPRT Oportun Financial Corp.

-2.1%

-$43,644.26

EPD Enterprise Products Partners L.P.

-1.92%

-$11,082.5

JNJ Johnson & Johnson

-1.78%

-$12,970.9

ILF iShares Latin America 40 ETF

-1.38%

-$2,766.72

T AT&T Inc.

-0.95%

-$1,350

O Realty Income Corporation

-0.81%

-$5,302.5

CRM Salesforce Inc

-0.61%

-$2,622.42

BABA Alibaba Group Holding Limited SP ADR

-0.6%

-$2,753.32

XLV Health Care Select Sector SPDR Fund

-0.45%

-$1,781

WFC Wells Fargo & Company

-0.4%

-$2,177.5

LLY Eli Lilly and Company

-0.34%

-$1,421.04

WMT Walmart Inc.

-0.25%

-$4,456.98

MA Mastercard Incorporated

-0.17%

-$1,466.27

COST Costco Wholesale Corporation

-0.07%

-$335

Events

Dividends

Dividend Analysis

No Data

Trades 406	Longs Won 281/406 69%	Profit Factor 28.18
Profitability	Shorts Won 0/0 0%	Standard Deviation $4.9M
Average Win $740,490.31	Best Trade (Jun 15) $90.5M	Sharpe Ratio -16.09
Average Loss -$59,074.24	Worst Trade (Jun 29) -$2.75M	Z-Score 6.94 (100%)
Commissions $0	Avg. Trade Length 1y 1m 2w 3d	Expectancy $494,318.96

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%	0.1%	0.82%	4.94%	24.16%
Consecutive Losing Trades	5,587	5,028	4,469	3,911	3,352	2,793	2,235	1,676	1,117	559

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Returns

Overall, Monthly

Holdings
History

Positions (83)
Options (0)

Option values are updated at end of day.

No Data

Trades (212)
Options (0)

No Data

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Rodrigo De La Garza Portfolio

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