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:
38.64%
Gain +0.01%
Monthly
0.99%
Yearly
12.55%
Drawdown
15.4%
$200.16M
Equity
Holdings
$200.16M
Investment
$124.47M
$83.24M
Profit +$1,414.14
Realized
$6.65M
Unrealized
$76.58M
Dividends
$10.38M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$1,414.14
Win %
72%
This Week
Compared To Last Week
Gain
0.001%
Profit
$1,414.14
Win %
72%
This Month
Compared to last month
Gain
-0.23%
Profit
-$453,930.76
Win %
72%
This Year
Compared to last year
Gain
13.45%
Profit
$23.73M
Win %
72%
QCOM QUALCOMM Incorporated
+4.32%
+$113,713.43 
GS The Goldman Sachs Group, Inc.
+2.62%
+$111,720.27 
NTRS Northern Trust Corporation
+2.1%
+$60,897.17 
TGT Target Corporation
+1.95%
+$55,319.81 
KMI Kinder Morgan, Inc.
+1.85%
+$42,055.8 
LYB LyondellBasell Industries N.V.
+1.75%
+$45,148.14 
SWKS Skyworks Solutions Inc.
+1.71%
+$31,840.72 
STT State Street Corp
+1.69%
+$54,952.06 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$38,033.28 
BX Blackstone Inc.
+1.58%
+$29,784.54 
KALU Kaiser Aluminum Corporation
+1.56%
+$59,681.17 
BLK BlackRock, Inc.
+1.52%
+$30,855.38 
GPC Genuine Parts Company
+1.46%
+$19,861.7 
SYF Synchrony Financial
+1.42%
+$31,130.72 
ABBV AbbVie Inc.
+1.32%
+$35,016.8 
WHR Whirlpool Corporation
+1.13%
+$8,527.2 
HIG The Hartford Insurance Group, Inc.
+0.95%
+$17,579.12 
ALL Allstate Corporation
+0.94%
+$21,170.52 
IWM iShares Russell 2000 ETF
+0.87%
+$110,533.62 
NXPI NXP Semiconductors N.V.
+0.76%
+$20,480.46 
GE General Electric Company
+0.76%
+$2,631.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$45,019.1 
HD The Home Depot, Inc.
+0.73%
+$10,902.78 
DOW Dow Inc.
+0.65%
+$13,517.9 
MS Morgan Stanley
+0.65%
+$23,969.1 
WMB The Williams Companies, Inc.
+0.64%
+$17,645.68 
GNTX Gentex Corporation
+0.62%
+$12,396.48 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$236,498.92 
THO Thor Industries Inc.
+0.57%
+$8,257.04 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$41,408.22 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$31,073.35 
HON Honeywell International Inc.
+0.54%
+$10,116.19 
GOOGL Alphabet Inc
+0.53%
+$5,004.2 
HSY The Hershey Company
+0.45%
+$9,107.74 
BMY Bristol-Myers Squibb Company
+0.4%
+$8,457.1 
DG Dollar General Corporation
+0.4%
+$7,199 
MAS Masco Corporation
+0.38%
+$7,195.41 
GD General Dynamics Corporation
+0.38%
+$9,604.39 
ONEQ Fidelity Nasdaq Composite Index Fund
+0.33%
+$27,952.84 
AMGN Amgen Inc.
+0.32%
+$7,630.1 
EFA iShares MSCI EAFE ETF
+0.28%
+$39,153.07 
BAH Booz Allen Hamilton Holding Corporation
+0.27%
+$3,782.1 
LEA Lear Corporation
+0.11%
+$2,780 
MSFT Microsoft Corp.
+0.1%
+$1,158.37 
ABT Abbott Laboratories
-1.64%
-$22,592.43 
AAPL Apple Inc.
-1.52%
-$16,731 
LMT Lockheed Martin Corporation
-1.52%
-$30,970.04 
CLX The Clorox Company
-1.51%
-$21,874.4 
LHX L3Harris Technologies, Inc.
-1.4%
-$32,600.34 
HII Huntington Ingalls Industries Inc.
-1.09%
-$26,568.91 
AVGO Broadcom Inc.
-0.91%
-$6,877.51 
CSCO Cisco Systems, Inc.
-0.6%
-$21,735.81 
ETN Eaton Corporation plc
-0.57%
-$2,290.5 
UPS United Parcel Service, Inc.
-0.51%
-$7,357.38 
HAL Halliburton Company
-0.4%
-$10,651.2 
RTX RTX Corporation
-0.37%
-$8,757.85 
GILD Gilead Sciences Inc.
-0.22%
-$4,116.56 Events
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Dividends
Dividend Analysis
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| Trades 633 | Longs Won 439/633 69% | Profit Factor 11.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $207,662.7 | Best Trade (Jun 14) $24.94M | Sharpe Ratio 0 |
| Average Loss -$40,869.45 | Worst Trade (Jun 14) -$845,336.36 | Z-Score 6.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $131,493.29 |
| 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% | 0.86% |
| Consecutive Losing Trades | 4,902 | 4,412 | 3,922 | 3,431 | 2,941 | 2,451 | 1,961 | 1,471 | 980 | 490 |
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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