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
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.
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.
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:
149.8%
Gain -2.3%
Monthly
2.86%
Yearly
40.29%
Drawdown
27.83%
$317.06M
Equity
Holdings
$317.06M
Investment
$159.46M
$195.2M
Profit -$6.55M
Realized
$37.61M
Unrealized
$157.6M
Dividends
$4.01M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.3%
Profit
-$6.55M
Win %
68%
This Week
Compared To Last Week
Gain
-2.02%
Profit
-$6.55M
Win %
68%
This Month
Compared to last month
Gain
-0.51%
Profit
-$1.62M
Win %
68%
This Year
Compared to last year
Gain
-0.06%
Profit
-$184,977.89
Win %
69%
CIBR First Trust NASDAQ Cybersecurity ETF
+6.3%
+$14,862.5 
CRM Salesforce Inc
+4.5%
+$24,730.7 
BMNR Bitmine Immersion Technologies, Inc.
+3.18%
+$19,099.2 
GOOGL Alphabet Inc
+3.09%
+$103,747.6 
OPRT Oportun Financial Corp.
+2.99%
+$69,005.49 
GOOG Alphabet Inc
+2.97%
+$46,824.65 
META Meta Platforms Inc Class A
+2.91%
+$19,922.11 
MSFT Microsoft Corp.
+2.3%
+$261,148.24 
WMT Walmart Inc.
+2.27%
+$35,397.6 
T AT&T Inc.
+2%
+$8,320.02 
ABBV AbbVie Inc.
+1.73%
+$10,656 
COST Costco Wholesale Corporation
+1.58%
+$4,302 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$6,292 
UBER Uber Technologies, Inc.
+1.27%
+$23,595.39 
V Visa Inc. Class A
+1.05%
+$3,736.43 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$27,049.68 
AXP American Express Company
+0.89%
+$1,731 
DE Deere & Company
+0.72%
+$2,401 
MA Mastercard Incorporated
+0.6%
+$3,818.87 
JNJ Johnson & Johnson
+0.58%
+$4,452.33 
AAPL Apple Inc.
+0.55%
+$22,069.92 
PG Procter & Gamble Co
+0.52%
+$2,265 
MRK Merck & Co., Inc.
+0.44%
+$3,376.85 
TMO Thermo Fisher Scientific Inc.
+0.38%
+$2,869.36 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$958.57 
VCLT Vanguard Long-Term Corporate Bond Fund
+0.12%
+$595 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$353.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$3,962 
TIP iShares TIPS Bond ETF
+0.03%
+$225.05 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$186.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$15,686.03 
MRVL Marvell Technology, Inc.
-6.59%
-$778,500.5 
SOXX iShares Semiconductor ETF
-5.34%
-$31,550.41 
AVGO Broadcom Inc.
-4.79%
-$34,639.98 
MU Micron Technology, Inc.
-4.76%
-$12,315.88 
AMD Advanced Micro Devices, Inc.
-3.9%
-$2.33M 
NVDA NVIDIA Corporation
-2.84%
-$3.66M 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.44%
-$15,812.5 
EEMA iShares MSCI Emerging Markets Asia ETF
-2.43%
-$11,672.48 
CX Cemex S.A.B. de C.V. Sponsored ADR
-2.43%
-$4,739.8 
GTEK Goldman Sachs Future Tech Leaders Equity ETF
-2.39%
-$6,123.6 
IRM Iron Mountain Inc.
-2.24%
-$4,653 
VLO Valero Energy Corporation
-2.24%
-$47,277.05 
WFC Wells Fargo & Company
-1.94%
-$11,375 
JPM JPMorgan Chase & Co.
-1.72%
-$22,104.04 
GLD SPDR Gold Shares
-1.35%
-$20,379.4 
VGT Vanguard Information Technology ETF
-1.24%
-$7,170.02 
AMZN Amazon.com Inc
-1.22%
-$70,144.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$28,037.94 
QCOM QUALCOMM Incorporated
-0.87%
-$55,300 
XOM Exxon Mobil Corporation
-0.85%
-$9,372.07 
EWJ iShares MSCI Japan ETF
-0.84%
-$2,709.95 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$3,354 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$4,760 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$46,070.4 
EFA iShares MSCI EAFE ETF
-0.65%
-$2,502.7 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$7,810.86 
QTEC First Trust NASDAQ-100 Technology Index Fund
-0.46%
-$1,370.85 
O Realty Income Corporation
-0.37%
-$2,310 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$2,052.57 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$28,292.06 
IDV iShares International Select Dividend ETF
-0.33%
-$3,003.3 
VOO Vanguard S&P 500 ETF
-0.33%
-$16,481.28 
IVV iShares Core S&P 500 ETF
-0.32%
-$681.99 
VB Vanguard Small-Cap ETF
-0.32%
-$4,256.66 
EPD Enterprise Products Partners L.P.
-0.31%
-$1,860 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.29%
-$13,730.41 
GINN Goldman Sachs Innovate Equity ETF
-0.23%
-$10,423.35 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.2%
-$1,300 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.11%
-$1,278.37 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$500 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$105 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$553.08 
IWN iShares Russell 2000 Value ETF
-0.04%
-$116.91 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$360 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$246.8 
IWD iShares Russell 1000 Value ETF
-0.03%
-$1,501.28 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$282.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$171 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$95 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$55.15 Events
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Dividends
Dividend Analysis
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| Trades 456 | Longs Won 309/456 67% | Profit Factor 25.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.22M |
| Average Win $657,571.71 | Best Trade (Sep 04) $94.18M | Sharpe Ratio -12.1 |
| Average Loss -$54,320.54 | Worst Trade (Jun 29) -$2.75M | Z-Score 4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 6d | Expectancy $428,080.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% | 0.45% | 3.4% | 20.27% |
| Consecutive Losing Trades | 5,848 | 5,263 | 4,678 | 4,094 | 3,509 | 2,924 | 2,339 | 1,754 | 1,170 | 585 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,060 | $2.45M | $4.03M | - | $1.58M | 64.22% | +0.551% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 5,500 | $366,135 | $631,262.5 | - | $265,127.5 | 72.41% | -2.444% |
| ABBV AbbVie Inc. | 2,400 | $445,488 | $627,744 | - | $182,256 | 40.91% | +1.727% |
| AGG iShares Core U.S. Aggregate Bond ETF | 8,550 | $842,493 | $820,458 | - | -$22,035 | -2.62% | -0.021% |
| AMD Advanced Micro Devices, Inc. | 115,529 | $17.48M | $57.3M | - | $39.83M | 227.88% | -3.901% |
| AMZN Amazon.com Inc | 22,339 | $4.42M | $5.67M | - | $1.25M | 28.25% | -1.223% |
| ASML ASML Holding N.V. New York Registry Shares | 133 | $264,596 | $210,187.88 | - | -$54,408.12 | -20.56% | -6.945% |
| AVGO Broadcom Inc. | 2,000 | $614,295.55 | $689,340 | - | $75,044.45 | 12.22% | -4.785% |
| AXP American Express Company | 600 | $189,738.15 | $196,545 | - | $6,806.85 | 3.59% | +0.889% |
| BABA Alibaba Group Holding Limited SP ADR | 4,079 | $729,039.63 | $446,793.26 | - | -$282,246.37 | -38.71% | +0.215% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,100 | $650,663.04 | $649,650 | - | -$1,013.04 | -0.16% | 0.0 |
| BMNR Bitmine Immersion Technologies, Inc. | 24,000 | $1.17M | $619,819.2 | - | -$552,160.8 | -47.11% | +3.179% |
| BRK-B Berkshire Hathaway Inc. | 5,367 | $2.06M | $2.77M | - | $705,577.45 | 34.24% | +0.988% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,500 | $229,575 | $250,862.5 | - | $21,287.5 | 9.27% | +6.298% |
| COST Costco Wholesale Corporation | 300 | $215,975.6 | $275,733 | - | $59,757.4 | 27.67% | +1.585% |
| CRM Salesforce Inc | 2,218 | $597,598.59 | $574,173.66 | - | -$23,424.93 | -3.92% | +4.501% |
| CX Cemex S.A.B. de C.V. Sponsored ADR | 18,230 | $208,551 | $190,138.9 | - | -$18,412.1 | -8.83% | -2.432% |
| DBEF Xtrackers MSCI EAFE Hedged Equity ETF | 85,816 | $4.02M | $4.71M | - | $687,117.27 | 17.09% | -0.291% |
| DE Deere & Company | 490 | $249,160 | $333,513.6 | - | $84,353.6 | 33.86% | +0.725% |
| EEMA iShares MSCI Emerging Markets Asia ETF | 4,086 | $384,615 | $468,071.73 | - | $83,456.73 | 21.7% | -2.433% |
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FAQ
Which stocks have generated the highest profits for Rodrigo De La Garza?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $29.49M, Advanced Micro Devices, Inc - $3.26M, Alibaba Group Holding Limited SP ADR - $1.85M, Marathon Oil Corp - $1.17M, and Microsoft Corp - $1.15M. 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: APA Corporation - $2.66M, Adobe Inc - $419,274.34, Devon Energy Corporation - $355,630, UnitedHealth Group Incorporated - $260,558.02, and Dollar General Corporation - $132,354. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rodrigo De La Garza's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.01M earned over time. The largest contributors to dividend income include Valero Energy Corporation - $371,420, QUALCOMM Incorporated - $354,918.98, APA Corporation - $294,325, Microsoft Corp - $254,943, and NVIDIA Corporation - $218,183.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rodrigo De La Garza's monthly returns?
Rodrigo De La Garza's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Rodrigo De La Garza's strategy be considered aggressive or moderate?
Rodrigo De La Garza's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Rodrigo De La Garza's strategy?
Rodrigo De La Garza'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.
