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:
68.05%
Gain +1.97%
Monthly
1.45%
Yearly
18.89%
Drawdown
19.31%
$204.5M
Equity
Holdings
$204.5M
Investment
$123.57M
$87.83M
Profit +$3.45M
Realized
$6.9M
Unrealized
$80.93M
Dividends
$11.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.97%
Profit
$3.45M
Win %
75%
This Week
Compared To Last Week
Gain
2.02%
Profit
$4.04M
Win %
75%
This Month
Compared to last month
Gain
4.28%
Profit
$8.39M
Win %
75%
This Year
Compared to last year
Gain
15.92%
Profit
$28.08M
Win %
75%
ETN Eaton Corporation plc
+7.32%
+$28,819.58 
GOOGL Alphabet Inc
+6.73%
+$58,871.4 
MSFT Microsoft Corp.
+3.02%
+$39,443.49 
LYB LyondellBasell Industries N.V.
+2.71%
+$66,705.44 
CSCO Cisco Systems, Inc.
+2.14%
+$72,353.25 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$25,394.1 
HII Huntington Ingalls Industries Inc.
+2.05%
+$53,218.91 
HAL Halliburton Company
+1.93%
+$40,607.7 
LHX L3Harris Technologies, Inc.
+1.9%
+$38,405.94 
KMI Kinder Morgan, Inc.
+1.64%
+$37,705.2 
LMT Lockheed Martin Corporation
+1.5%
+$32,008.67 
GE General Electric Company
+1.42%
+$5,211.08 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$101,123.14 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$53,107.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$56,023.52 
WMB The Williams Companies, Inc.
+0.89%
+$24,166.8 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$54,484.06 
STT State Street Corp
+0.73%
+$26,487.58 
BMY Bristol-Myers Squibb Company
+0.69%
+$16,546.5 
DOW Dow Inc.
+0.67%
+$12,289 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$248,826.48 
HON Honeywell International Inc.
+0.47%
+$4,845.58 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$11,859.74 
RTX RTX Corporation
+0.39%
+$10,818.36 
AVGO Broadcom Inc.
+0.37%
+$2,829.6 
GD General Dynamics Corporation
+0.32%
+$8,615.64 
MS Morgan Stanley
+0.17%
+$6,252.87 
ABT Abbott Laboratories
+0.09%
+$1,383.21 
LEA Lear Corporation
-10.72%
-$272,613.75 
AAPL Apple Inc.
-7.35%
-$91,165.36 
NXPI NXP Semiconductors N.V.
-6.53%
-$141,856 
QCOM QUALCOMM Incorporated
-2.63%
-$51,794.32 
ABBV AbbVie Inc.
-2.51%
-$76,540.1 
SYF Synchrony Financial
-1.79%
-$41,709.12 
WHR Whirlpool Corporation
-1.5%
-$10,126.05 
CLX The Clorox Company
-1.24%
-$17,736 
HSY The Hershey Company
-1.23%
-$24,213.23 
GNTX Gentex Corporation
-1.18%
-$21,693.84 
THO Thor Industries Inc.
-1.15%
-$16,326.42 
UPS United Parcel Service, Inc.
-1%
-$14,045.85 
MAS Masco Corporation
-0.87%
-$16,189.74 
GILD Gilead Sciences Inc.
-0.81%
-$15,730.99 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$16,426.3 
BLK BlackRock, Inc.
-0.73%
-$15,967.96 
AMGN Amgen Inc.
-0.64%
-$16,598.71 
GS The Goldman Sachs Group, Inc.
-0.63%
-$26,704.04 
EFA iShares MSCI EAFE ETF
-0.62%
-$89,107.92 
ALL Allstate Corporation
-0.49%
-$13,360.23 
IWM iShares Russell 2000 ETF
-0.47%
-$60,488.19 
HD The Home Depot, Inc.
-0.42%
-$6,367.68 
GPC Genuine Parts Company
-0.37%
-$6,131.8 
DG Dollar General Corporation
-0.35%
-$7,042.45 
SWKS Skyworks Solutions Inc.
-0.32%
-$5,135.6 
BX Blackstone Inc.
-0.25%
-$4,990.19 
NTRS Northern Trust Corporation
-0.17%
-$5,427.99 
KALU Kaiser Aluminum Corporation
-0.03%
-$814.96 
TGT Target Corporation
-0.01%
-$426.75 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 633 | Longs Won 455/633 71% | Profit Factor 12.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.11M |
| Average Win $209,472.4 | Best Trade (Aug 14) $25.53M | Sharpe Ratio -13.05 |
| Average Loss -$42,024.04 | Worst Trade (Aug 02) -$891,561 | Z-Score 9.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3d | Expectancy $138,751.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.78% |
| Consecutive Losing Trades | 4,878 | 4,390 | 3,902 | 3,415 | 2,927 | 2,439 | 1,951 | 1,463 | 976 | 488 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,718 | $605,748.98 | $1.15M | - | $542,778.4 | 89.6% | -7.354% |
| ABBV AbbVie Inc. | 11,830 | $1.95M | $2.97M | - | $1.02M | 52.38% | -2.513% |
| ABT Abbott Laboratories | 15,369 | $1.71M | $1.62M | - | -$87,948.49 | -5.14% | +0.085% |
| ALL Allstate Corporation | 10,277 | $1.16M | $2.71M | - | $1.55M | 133.01% | -0.49% |
| AMGN Amgen Inc. | 6,693 | $1.78M | $2.58M | - | $795,473.88 | 44.63% | -0.64% |
| AVGO Broadcom Inc. | 1,965 | $109,951.45 | $764,935.2 | - | $654,983.75 | 595.7% | +0.371% |
| BAH Booz Allen Hamilton Holding Corporation | 18,010 | $1.52M | $1.26M | - | -$263,666.8 | -17.35% | +2.064% |
| BLK BlackRock, Inc. | 2,001 | $1.91M | $2.18M | - | $275,167.16 | 14.43% | -0.727% |
| BMY Bristol-Myers Squibb Company | 36,770 | $2.32M | $2.4M | - | $77,029.28 | 3.31% | +0.694% |
| BX Blackstone Inc. | 15,594 | $1.24M | $1.99M | - | $755,962.41 | 61.15% | -0.25% |
| CLX The Clorox Company | 14,780 | $1.63M | $1.41M | - | -$214,456.54 | -13.19% | -1.241% |
| CSCO Cisco Systems, Inc. | 29,775 | $1.45M | $3.45M | - | $2M | 137.78% | +2.14% |
| DG Dollar General Corporation | 15,650 | $1.5M | $1.99M | - | $493,061.95 | 32.97% | -0.353% |
| DOW Dow Inc. | 61,445 | $1.71M | $1.86M | - | $152,011.69 | 8.89% | +0.665% |
| EEM iShares MSCI Emerging Markets ETF | 108,969 | $4.14M | $6.98M | - | $2.84M | 68.57% | +0.786% |
| EFA iShares MSCI EAFE ETF | 135,012 | $9.01M | $14.25M | - | $5.25M | 58.26% | -0.621% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 56,497 | $3.15M | $5.2M | - | $2.05M | 65.23% | +1.031% |
| ETN Eaton Corporation plc | 1,018 | $362,261.29 | $422,673.61 | - | $60,412.32 | 16.68% | +7.317% |
| GD General Dynamics Corporation | 7,062 | $1.76M | $2.71M | - | $946,544.76 | 53.75% | +0.319% |
| GE General Electric Company | 1,036 | $266,656 | $373,032.53 | - | $106,376.53 | 39.89% | +1.417% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $914,566.06. 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 - $761,765.41, Polaris Inc - $662,957.15, Huntsman Corporation - $461,747.67, 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 $11.15M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $1.27M, Invesco QQQ Trust, Series 1 - $560,122.42, 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.
