MDR
Millard David Roberts Portfolio
Invests via Harvest Investment Advisors LLC | Managed by Millard David Roberts
Invests via Harvest Investment Advisors LLC
Managed by Millard David Roberts
Automatically Tracked
Millard David Roberts Profile
With a career dedicated to fostering innovation and growth, Millard David Roberts has established himself as an influential entrepreneur in the technology sector. His extensive background includes founding and leading startups that leverage cutting-edge solutions for various industries. As a visionary leader, he combines his technical acumen with strategic insight to drive operational excellence and expand market reach. Roberts' notable contributions have not only transformed businesses but also set industry benchmarks, underscoring his relevance in today’s competitive landscape.
With a career dedicated to fostering innovation and growth, Millard David Roberts has established himself as an influential entrepreneur in the technology sector. His extensive background includes founding and leading startups that leverage cutting-edge solutions for various industries. As a visionary leader, he combines his technical acumen with strategic insight to drive operational excellence and expand market reach. Roberts' notable contributions have not only transformed businesses but also set industry benchmarks, underscoring his relevance in today’s competitive landscape.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Millard David Roberts exemplifies an entrepreneurial mindset that prioritizes innovation and scalability. By focusing on emerging trends and consumer needs, he seeks to identify opportunities that align with future market demands. This approach fosters not only technological advancement but also sustainable growth for ventures under his guidance. His investment strategy is characterized by a willingness to take calculated risks while nurturing transformational ideas, creating pathways for disruptive change in various sectors.
In the rapidly evolving technology landscape, Millard David Roberts exemplifies an entrepreneurial mindset that prioritizes innovation and scalability. By focusing on emerging trends and consumer needs, he seeks to identify opportunities that align with future market demands. This approach fosters not only technological advancement but also sustainable growth for ventures under his guidance. His investment strategy is characterized by a willingness to take calculated risks while nurturing transformational ideas, creating pathways for disruptive change in various sectors.
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:
56.56%
Gain -0.08%
Monthly
1.35%
Yearly
17.47%
Drawdown
19.38%
$195.76M
Equity
Holdings
$195.76M
Investment
$123.57M
$78.84M
Profit -$131,574.65
Realized
$6.65M
Unrealized
$72.19M
Dividends
$11.07M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$131,574.65
Win %
71%
This Week
Compared To Last Week
Gain
0.08%
Profit
$153,660.43
Win %
71%
This Month
Compared to last month
Gain
-1.21%
Profit
-$2.41M
Win %
71%
This Year
Compared to last year
Gain
10.96%
Profit
$19.34M
Win %
71%
SWKS Skyworks Solutions Inc.
+4.8%
+$73,695.86 
KALU Kaiser Aluminum Corporation
+4.13%
+$132,092.96 
EMXC iShares MSCI Emerging Markets ex China ETF
+3.17%
+$164,406.27 
EEM iShares MSCI Emerging Markets ETF
+2.47%
+$171,081.33 
UPS United Parcel Service, Inc.
+2.44%
+$36,987.4 
NXPI NXP Semiconductors N.V.
+2.25%
+$53,373.32 
LEA Lear Corporation
+2.2%
+$53,515 
MS Morgan Stanley
+2%
+$73,185.84 
DOW Dow Inc.
+1.83%
+$34,101.97 
LYB LyondellBasell Industries N.V.
+1.71%
+$42,300.96 
HON Honeywell International Inc.
+1.71%
+$16,449.44 
GS The Goldman Sachs Group, Inc.
+1.71%
+$74,219.21 
AVGO Broadcom Inc.
+1.67%
+$12,379.5 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$590,122.26 
VWO Vanguard FTSE Emerging Markets ETF
+1.48%
+$85,535.91 
EFA iShares MSCI EAFE ETF
+1.14%
+$157,964.04 
QCOM QUALCOMM Incorporated
+1.11%
+$24,534.09 
NTRS Northern Trust Corporation
+1.04%
+$32,399.33 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.03%
+$85,091.49 
ETN Eaton Corporation plc
+1%
+$4,077.09 
CSCO Cisco Systems, Inc.
+0.97%
+$32,008.12 
STT State Street Corp
+0.9%
+$32,417.88 
ABBV AbbVie Inc.
+0.83%
+$24,843 
IWM iShares Russell 2000 ETF
+0.82%
+$104,222.78 
RTX RTX Corporation
+0.79%
+$19,769.39 
AMGN Amgen Inc.
+0.64%
+$15,594.69 
BX Blackstone Inc.
+0.61%
+$11,851.44 
BLK BlackRock, Inc.
+0.52%
+$10,985.45 
GD General Dynamics Corporation
+0.38%
+$9,886.8 
AAPL Apple Inc.
+0.23%
+$2,751.32 
BMY Bristol-Myers Squibb Company
+0.18%
+$4,044.7 
GE General Electric Company
+0.17%
+$585.35 
GNTX Gentex Corporation
+0.06%
+$1,162.17 
GPC Genuine Parts Company
-7.2%
-$117,437.3 
HAL Halliburton Company
-6.44%
-$150,448.2 
SYF Synchrony Financial
-2.44%
-$54,252.08 
GILD Gilead Sciences Inc.
-1.5%
-$29,404 
ALL Allstate Corporation
-1.46%
-$38,024.9 
WMB The Williams Companies, Inc.
-1.45%
-$41,237 
DG Dollar General Corporation
-1.37%
-$26,841.31 
KMI Kinder Morgan, Inc.
-1.27%
-$30,091.65 
WHR Whirlpool Corporation
-1.19%
-$7,816.6 
CLX The Clorox Company
-1.12%
-$15,962.4 
HD The Home Depot, Inc.
-1.1%
-$16,720.6 
GOOGL Alphabet Inc
-1.09%
-$10,047.67 
LMT Lockheed Martin Corporation
-0.95%
-$17,951.52 
TGT Target Corporation
-0.87%
-$26,057.98 
HIG The Hartford Insurance Group, Inc.
-0.63%
-$12,824.15 
HSY The Hershey Company
-0.59%
-$11,320.25 
MSFT Microsoft Corp.
-0.54%
-$6,298.83 
BAH Booz Allen Hamilton Holding Corporation
-0.51%
-$5,943.3 
PNC The PNC Financial Services Group, Inc.
-0.49%
-$12,575.52 
MAS Masco Corporation
-0.34%
-$6,681.48 
ABT Abbott Laboratories
-0.33%
-$5,148.61 
LHX L3Harris Technologies, Inc.
-0.28%
-$5,954.4 
THO Thor Industries Inc.
-0.15%
-$2,158.09 
HII Huntington Ingalls Industries Inc.
-0.14%
-$3,087.5 Events
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Dividends
Dividend Analysis
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| Trades 633 | Longs Won 438/633 69% | Profit Factor 10.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $998,988.78 |
| Average Win $199,958.45 | Best Trade (Jul 22) $24.27M | Sharpe Ratio -13.05 |
| Average Loss -$44,825.98 | Worst Trade (Jul 22) -$900,651.56 | Z-Score 6.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 2d | Expectancy $124,550.93 |
| 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% | 0.59% |
| Consecutive Losing Trades | 4,367 | 3,930 | 3,493 | 3,057 | 2,620 | 2,183 | 1,747 | 1,310 | 873 | 437 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Millard David Roberts?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $2.49M, Invesco QQQ Trust, Series 1 - $2.16M, iShares MSCI EAFE ETF - $1.35M, Allison Transmission Holdings Inc - $1.23M, and Apple Inc - $913,562.2. 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: Dine Brands Global Inc - $762,977.17, Polaris Inc - $662,957.15, Huntsman Corporation - $478,720.92, Lincoln National Corporation - $270,390.02, and Conagra Brands Inc - $130,317.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Millard David Roberts's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.07M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $1.27M, Invesco QQQ Trust, Series 1 - $559,527.5, Vanguard FTSE Emerging Markets ETF - $447,127.29, iShares MSCI Emerging Markets ETF - $409,359.84, and LyondellBasell Industries N.V - $336,800.05. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Millard David Roberts's monthly returns?
Millard David Roberts's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Millard David Roberts's strategy be considered aggressive or moderate?
Millard David Roberts'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 Millard David Roberts's strategy?
Millard David Roberts'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.
