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:
131.6%
Gain +4.93%
Monthly
2.75%
Yearly
38.51%
Drawdown
27.99%
$302.73M
Equity
Holdings
$302.73M
Investment
$154.01M
$174.77M
Profit +$12.67M
Realized
$26.04M
Unrealized
$148.73M
Dividends
$3.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.93%
Profit
$12.67M
Win %
66%
This Week
Compared To Last Week
Gain
-3.69%
Profit
-$11.6M
Win %
66%
This Month
Compared to last month
Gain
-5.91%
Profit
-$19.01M
Win %
66%
This Year
Compared to last year
Gain
25.9%
Profit
$62.27M
Win %
68%
MRVL Marvell Technology, Inc.
+5.43%
+$444,780.42 
AMD Advanced Micro Devices, Inc.
+4.71%
+$2.9M 
SOXX iShares Semiconductor ETF
+4.08%
+$23,945.59 
ORCL Oracle Corporation
+3.68%
+$13,776.54 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+2.18%
+$13,239.6 
EEMA iShares MSCI Emerging Markets Asia ETF
+2.13%
+$9,602.1 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.89%
+$5,473.78 
NVDA NVIDIA Corporation
+1.73%
+$2.24M 
VGT Vanguard Information Technology ETF
+1.69%
+$7,384.24 
EWJ iShares MSCI Japan ETF
+1.5%
+$4,440.4 
QQQ Invesco QQQ Trust, Series 1
+1.21%
+$15,158.24 
AVGO Broadcom Inc.
+1.14%
+$10,625.83 
IWF iShares Russell 1000 Growth ETF
+1.08%
+$57,740.4 
XOM Exxon Mobil Corporation
+1.04%
+$10,230 
GLD SPDR Gold Shares
+1.01%
+$14,053.44 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$17,254.12 
BMNR Bitmine Immersion Technologies, Inc.
+0.69%
+$2,760 
VLO Valero Energy Corporation
+0.62%
+$10,449 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.52%
+$21,965.99 
IWO iShares Russell 2000 Growth ETF
+0.51%
+$2,349.27 
MRK Merck & Co., Inc.
+0.45%
+$3,028.4 
CX Cemex S.A.B. de C.V. Sponsored ADR
+0.44%
+$1,002.65 
IVV iShares Core S&P 500 ETF
+0.35%
+$853.98 
META Meta Platforms Inc Class A
+0.34%
+$2,157.86 
WFC Wells Fargo & Company
+0.32%
+$1,820 
SPY SPDR S&P 500 ETF Trust
+0.32%
+$26,163.04 
VOO Vanguard S&P 500 ETF
+0.32%
+$14,998.9 
QUAL iShares MSCI USA Quality Factor ETF
+0.28%
+$16,980 
QCOM QUALCOMM Incorporated
+0.24%
+$14,110 
ILF iShares Latin America 40 ETF
+0.2%
+$403.48 
VB Vanguard Small-Cap ETF
+0.18%
+$2,471.58 
HON Honeywell International Inc.
+0.13%
+$159.51 
IDV iShares International Select Dividend ETF
+0.12%
+$440.55 
MDY SPDR S&P MidCap 400 ETF Trust
+0.12%
+$474 
LLY Eli Lilly and Company
+0.03%
+$122.75 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$210 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$70.95 
GINN Goldman Sachs Innovate Equity ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
MSCI MSCI Inc.
-10.1%
-$23,489.93 
TMO Thermo Fisher Scientific Inc.
-3.09%
-$16,250 
SHOP Shopify Inc.
-2.43%
-$6,202.22 
OPRT Oportun Financial Corp.
-2.02%
-$47,611.92 
ZTS Zoetis Inc.
-1.86%
-$2,469.38 
BABA Alibaba Group Holding Limited SP ADR
-1.85%
-$9,096.17 
V Visa Inc. Class A
-1.48%
-$5,123.17 
MA Mastercard Incorporated
-1.38%
-$13,006.5 
CRM Salesforce Inc
-1.29%
-$5,784.72 
PG Procter & Gamble Co
-1.2%
-$5,385 
T AT&T Inc.
-1.09%
-$1,440 
COST Costco Wholesale Corporation
-1.07%
-$4,989.99 
WMT Walmart Inc.
-0.92%
-$15,124.45 
AMZN Amazon.com Inc
-0.81%
-$43,304.17 
AXP American Express Company
-0.8%
-$2,557.09 
O Realty Income Corporation
-0.73%
-$4,987.5 
DE Deere & Company
-0.68%
-$1,960 
XLV Health Care Select Sector SPDR Fund
-0.68%
-$2,808 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$15,457.4 
GOOGL Alphabet Inc
-0.62%
-$22,427.74 
MSFT Microsoft Corp.
-0.59%
-$53,735.39 
GOOG Alphabet Inc
-0.58%
-$9,891.96 
AAPL Apple Inc.
-0.54%
-$22,199.34 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.45%
-$2,310 
UBER Uber Technologies, Inc.
-0.42%
-$7,842.3 
JNJ Johnson & Johnson
-0.37%
-$2,793.53 
IEF iShares 7-10 Year Treasury Bond ETF
-0.29%
-$3,802.43 
IWD iShares Russell 1000 Value ETF
-0.27%
-$8,830.14 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$672.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.23%
-$1,621.5 
IEI iShares 3-7 Year Treasury Bond ETF
-0.17%
-$1,657 
TIP iShares TIPS Bond ETF
-0.16%
-$1,093.12 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$568 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.1%
-$1,156.62 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.1%
-$650 
EPD Enterprise Products Partners L.P.
-0.09%
-$542.5 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$666 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$522.5 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.06%
-$126 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$699.25 
VYM Vanguard High Dividend Yield ETF
-0.03%
-$160 
JPM JPMorgan Chase & Co.
-0.01%
-$190 
ABBV AbbVie Inc.
-0.01%
-$72 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 267/406 65% | Profit Factor 22.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $684,947.86 | Best Trade (Jul 24) $88.35M | Sharpe Ratio -12.4 |
| Average Loss -$58,356.79 | Worst Trade (Jun 29) -$2.75M | Z-Score 0.63 (46.91%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 1d | Expectancy $430,466.71 |
| 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% | 24.17% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $22.72M, Alibaba Group Holding Limited SP ADR - $1.86M, Marathon Oil Corp - $1.17M, Microsoft Corp - $1.13M, and Valero Energy Corporation - $810,010. 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 - $367,870, 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 $3.88M earned over time. The largest contributors to dividend income include Valero Energy Corporation - $364,940, QUALCOMM Incorporated - $354,918.98, APA Corporation - $294,325, Microsoft Corp - $234,060.32, and NVIDIA Corporation - $216,260.12. 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.
