RE
Rod Ehrlich Portfolio
Invests via Wayfinding Financial LLC | Managed by Rod Ehrlich
Invests via Wayfinding Financial LLC
Managed by Rod Ehrlich
Automatically Tracked
Rod Ehrlich Profile
Rod Ehrlich is a seasoned entrepreneur and executive with deep experience in technology commercialization. He has played pivotal roles in several startups, driving innovation while focusing on growth strategies within the rapidly evolving tech landscape. Known for his dynamic leadership style, he possesses a strong track record of cultivating high-performing teams and establishing partnerships that enhance market positioning. His endeavors have frequently placed him at the intersection of corporate strategy and operational excellence, making him an influential figure in navigating complex business environments.
Rod Ehrlich is a seasoned entrepreneur and executive with deep experience in technology commercialization. He has played pivotal roles in several startups, driving innovation while focusing on growth strategies within the rapidly evolving tech landscape. Known for his dynamic leadership style, he possesses a strong track record of cultivating high-performing teams and establishing partnerships that enhance market positioning. His endeavors have frequently placed him at the intersection of corporate strategy and operational excellence, making him an influential figure in navigating complex business environments.
Investment Philosophy & Strategy
Opportunity identification is central to the investment approach adopted by Rod Ehrlich, whose entrepreneurial journey equips him with a keen sense for emerging technology trends. Leveraging his extensive background in startup environments, he seeks innovative business models that promise substantial scalability and transformative impact. Strategic partnerships are prioritized, as they enable access to new markets and enhance value creation. Through active engagement and operational insights, decision-making reflects an ambition not just to invest but also to foster sustainable growth within dynamic industries.
Opportunity identification is central to the investment approach adopted by Rod Ehrlich, whose entrepreneurial journey equips him with a keen sense for emerging technology trends. Leveraging his extensive background in startup environments, he seeks innovative business models that promise substantial scalability and transformative impact. Strategic partnerships are prioritized, as they enable access to new markets and enhance value creation. Through active engagement and operational insights, decision-making reflects an ambition not just to invest but also to foster sustainable growth within dynamic industries.
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:
74.86%
Gain -0.28%
Monthly
0.74%
Yearly
9.2%
Drawdown
18.04%
$265.56M
Equity
Holdings
$265.56M
Investment
$208.62M
$66.99M
Profit -$247,101.65
Realized
$10.05M
Unrealized
$56.94M
Dividends
$17.36M
Goals
Avg. 75.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.28%
Profit
-$247,101.65
Win %
68%
This Week
Compared To Last Week
Gain
0.43%
Profit
$1.14M
Win %
68%
This Month
Compared to last month
Gain
0.31%
Profit
$809,775.67
Win %
68%
This Year
Compared to last year
Gain
2.54%
Profit
$6.57M
Win %
69%
CLS Celestica Inc.
+8.63%
+$11,964.99 
NUE Nucor Corporation
+3.3%
+$15,299.98 
AVGO Broadcom Inc.
+2.61%
+$30,951.36 
GEV GE Vernova Inc.
+2.4%
+$6,273 
GS The Goldman Sachs Group, Inc.
+2.35%
+$5,470.39 
AMD Advanced Micro Devices Inc.
+2.33%
+$45,472.59 
DELL Dell Technologies Inc. Class C Common Stock
+2.29%
+$22,321.43 
VRT Vertiv Holdings Co Class A Common Stock
+2.15%
+$3,367.65 
INTC Intel Corporation
+2%
+$4,193.77 
BBDO Banco Bradesco S.A. ADR
+2%
+$744.48 
MRVL Marvell Technology Inc.
+1.93%
+$16,745.08 
ALK Alaska Air Group Inc.
+1.83%
+$2,463.36 
TSLA Tesla, Inc.
+1.79%
+$11,643.61 
PANW Palo Alto Networks, Inc.
+1.74%
+$6,054.55 
WDC Western Digital Corp.
+1.66%
+$3,835.59 
CAT Caterpillar Inc.
+1.57%
+$23,315.49 
ORCL Oracle Corporation
+1.48%
+$2,579.82 
STX Seagate Technology Holdings plc
+1.47%
+$4,375.34 
C Citigroup Inc.
+1.37%
+$6,570.28 
TEL TE Connectivity plc
+1.37%
+$3,038.41 
CSCO Cisco Systems, Inc.
+1.31%
+$14,961.6 
APH Amphenol Corp. Class A Common Stock
+1.24%
+$7,812 
FIX Comfort Systems USA Inc.
+1.21%
+$1,741.17 
QCOM QUALCOMM Incorporated
+1.21%
+$4,132.97 
DE Deere & Company
+1.15%
+$3,377.23 
NVS Novartis AG Sponsored ADR
+1.14%
+$3,789.28 
F Ford Motor Co.
+1.12%
+$1,774.76 
IWF iShares Russell 1000 Growth ETF
+1.07%
+$6,415.36 
MU Micron Technology Inc.
+1.03%
+$7,948.33 
MCO Moody's Corporation
+1.03%
+$2,702.69 
EMR Emerson Electric Co.
+0.98%
+$9,761.24 
BAC Bank of America Corporation
+0.85%
+$10,242.17 
CMI Cummins Inc.
+0.84%
+$1,612.53 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$5,925.78 
XLK State Street Technology Select Sector SPDR ETF
+0.77%
+$1,732.31 
SMIZ Zacks Small/Mid Cap ETF
+0.76%
+$7,853.54 
NVDA NVIDIA Corporation
+0.72%
+$111,358.2 
BNY Bank of New York Mellon Corp.
+0.71%
+$2,033.85 
JPM JPMorgan Chase & Co.
+0.7%
+$10,050.26 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF
+0.7%
+$23,588.8 
WFC Wells Fargo & Company
+0.69%
+$3,471.3 
GE General Electric Company
+0.65%
+$2,690.29 
JGRO JPMorgan Active Growth ETF
+0.57%
+$5,190.82 
SCHW The Charles Schwab Corporation
+0.57%
+$1,694.73 
BLK BlackRock, Inc.
+0.55%
+$1,517.53 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
+0.54%
+$6,299.02 
GROZ Zacks Focus Growth ETF
+0.5%
+$4,418.7 
QQQ Invesco QQQ Trust, Series 1
+0.46%
+$1,753.56 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
+0.45%
+$5,438.45 
KMI Kinder Morgan Inc.
+0.44%
+$1,490.7 
JIG JPMorgan International Growth ETF
+0.44%
+$1,733.2 
KLAC KLA Corporation
+0.42%
+$850.49 
GOOGL Alphabet Inc
+0.42%
+$6,206.69 
FDEM Fidelity Emerging Markets Multifactor ETF
+0.41%
+$1,330.65 
AFL Aflac Incorporated
+0.4%
+$964.32 
VZ Verizon Communications Inc.
+0.36%
+$1,370.37 
BBUS JPMorgan BetaBuilders U.S. Equity ETF
+0.34%
+$24,808.48 
AMZN Amazon.com Inc
+0.34%
+$8,295.88 
CGIE Capital Group International Equity ETF
+0.32%
+$13,180.95 
VTI Vanguard Total Stock Market ETF
+0.32%
+$2,065.2 
XLU State Street Utilities Select Sector SPDR ETF
+0.31%
+$8,904.48 
CGGR Capital Group Growth ETF
+0.3%
+$26,580.4 
VXUS Vanguard Total International Stock ETF
+0.3%
+$17,431 
FESM Fidelity Enhanced Small Cap ETF
+0.3%
+$14,507.1 
IEFA iShares Core MSCI EAFE ETF
+0.29%
+$635.6 
FISV Fiserv, Inc.
+0.29%
+$1,165.22 
IVV iShares Core S&P 500 ETF
+0.29%
+$41,256.28 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,174.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$2,061.93 
IWV iShares Russell 3000 ETF
+0.27%
+$692.04 
GOOG Alphabet Inc
+0.26%
+$2,399.53 
JCAL JPMorgan California Tax Free Bond ETF
+0.25%
+$591.6 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.25%
+$1,081.6 
JGLO JPMorgan Global Select Equity ETF
+0.23%
+$1,595.38 
SPY State Street SPDR S&P 500 ETF Trust
+0.23%
+$603.57 
EME EMCOR Group, Inc.
+0.23%
+$781.5 
JIVE JPMorgan International Value ETF
+0.22%
+$14,731.2 
ROCY JPMorgan Equity Premium Yield ETF
+0.22%
+$6,160.44 
AXP American Express Company
+0.2%
+$401.32 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.18%
+$2,905.6 
FDVV Fidelity High Dividend ETF
+0.14%
+$10,218.69 
AAPL Apple Inc.
+0.13%
+$17,023.5 
PH Parker-Hannifin Corporation
+0.11%
+$311.06 
NEE NextEra Energy Inc.
+0.11%
+$786.59 
MSFT Microsoft Corporation Common Stock
+0.1%
+$24,656.16 
MUB iShares National Muni Bond ETF
+0.09%
+$3,538.66 
COP ConocoPhillips
+0.09%
+$254.28 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.08%
+$1,702.29 
PNC The PNC Financial Services Group, Inc.
+0.07%
+$350.13 
PPL PPL Corporation
+0.07%
+$161.07 
AEP American Electric Power Company, Inc.
+0.06%
+$178.16 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$209.97 
PHEQ Parametric Hedged Equity ETF
+0.06%
+$1,877.84 
USB U.S. Bancorp
+0.05%
+$211.95 
JCPB JPMorgan Core Plus Bond ETF
+0.05%
+$942.22 
MET MetLife, Inc.
+0.04%
+$125.68 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
+0.03%
+$1,089.87 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.03%
+$91.95 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.02%
+$480.61 
EFAA Invesco MSCI EAFE Income Advantage ETF
+0.02%
+$37.69 
JAVA JPMorgan Active Value ETF
+0.01%
+$125.09 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$22.19 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.01%
+$1,781.15 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 PMBS
PMBS
0%
$0 
GCC WisdomTree Enhanced Commodity Strategy Fund
-24.57%
-$792,507.87 
GLW Corning Incorporated
-2.17%
-$4,531.72 
ABT Abbott Laboratories
-1.94%
-$9,640.47 
HIG The Hartford Insurance Group, Inc.
-1.72%
-$6,219.72 
BA The Boeing Company
-1.59%
-$18,177 
GILD Gilead Sciences Inc.
-1.5%
-$7,380.38 
MO Altria Group, Inc.
-1.24%
-$5,854.03 
NFLX Netflix Inc.
-0.99%
-$4,498.83 
META Meta Platforms Inc Class A
-0.93%
-$15,071.92 
ABBV AbbVie Inc.
-0.93%
-$15,055.54 
TRV The Travelers Companies, Inc.
-0.9%
-$3,067.86 
PEP PepsiCo, Inc.
-0.9%
-$2,400.86 
BMY Bristol-Myers Squibb Company
-0.81%
-$2,281.5 
PCAR PACCAR Inc.
-0.78%
-$11,144.79 
AMGN Amgen Inc. Common Stock
-0.72%
-$3,123.33 
KO The Coca-Cola Company
-0.67%
-$5,358.75 
MCD McDonald's Corporation
-0.62%
-$2,875.2 
WM Waste Management Inc.
-0.61%
-$1,796.34 
ADP Automatic Data Processing Inc.
-0.61%
-$4,575 
CB Chubb Limited
-0.6%
-$1,906.34 
LMT Lockheed Martin Corporation
-0.57%
-$3,073.31 
LOW Lowe's Companies, Inc.
-0.55%
-$1,086.37 
IBM International Business Machines Corporation
-0.54%
-$3,634.99 
COST Costco Wholesale Corp
-0.51%
-$18,799.58 
PG The Procter & Gamble Company
-0.43%
-$4,899.69 
MMM 3M Company
-0.42%
-$3,651.05 
PHM PulteGroup, Inc.
-0.4%
-$1,065.26 
PM Philip Morris International Inc.
-0.4%
-$1,716.39 
WMT Walmart Inc.
-0.39%
-$4,187.7 
V Visa Inc. Class A
-0.39%
-$2,776.72 
SBUX Starbucks Corp.
-0.38%
-$5,074.68 
XOM ExxonMobil Holdings Corporation
-0.36%
-$3,937.53 
HD The Home Depot, Inc.
-0.35%
-$2,593.47 
JNJ Johnson & Johnson
-0.34%
-$6,036.87 
CTAS Cintas Corporation
-0.3%
-$1,244.84 
MTB M&T Bank Corporation
-0.29%
-$831.85 
MRK Merck & Co., Inc.
-0.29%
-$958.17 
MA Mastercard Inc. Class A Common Stock
-0.28%
-$987.41 
CVX Chevron Corporation
-0.26%
-$2,245.18 
BRK-B Berkshire Hathaway Inc.
-0.23%
-$3,243.44 
AMAT Applied Materials Inc.
-0.22%
-$715.68 
PSK State Street SPDR ICE Preferred Securities ETF
-0.21%
-$492.66 
PLD Prologis, Inc.
-0.17%
-$327.8 
MCK McKesson Corporation
-0.17%
-$603.12 
SO The Southern Company
-0.16%
-$566.25 
CRM Salesforce, Inc.
-0.14%
-$475.2 
RTX RTX Corporation
-0.13%
-$441.22 
QUIZ Zacks Quality International ETF
-0.12%
-$396.44 
EOG EOG Resources, Inc.
-0.12%
-$328.38 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.12%
-$11,898.57 
ZECP Zacks Earnings Consistent Portfolio ETF
-0.1%
-$2,362.04 
LLY Eli Lilly and Company
-0.06%
-$709.09 
JBND JPMorgan Active Bond ETF
-0.05%
-$1,143.53 
JPIE JPMorgan Income ETF
-0.04%
-$173.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$3,505.5 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$57.8 
LRCX Lam Research Corp.
-0.03%
-$128.28 
UNH UnitedHealth Group Inc.
-0.02%
-$67.51 
MFC Manulife Financial Corporation
-0.02%
-$60.44 
NSC Norfolk Southern Corp.
-0.02%
-$64.72 
BND Vanguard Total Bond Market ETF
-0.01%
-$90.19 
VCRB Vanguard Core Bond ETF
-0.01%
-$25.44 
CAH Cardinal Health, Inc.
-0.01%
-$40 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
-$7.29 Events
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Dividends
Dividend Analysis
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| Trades 2704 | Longs Won 1669/2704 61% | Profit Factor 3.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,594.04 |
| Average Win $54,072.39 | Best Trade (Oct 15) $11.16M | Sharpe Ratio -10.61 |
| Average Loss -$22,469.66 | Worst Trade (Oct 15) -$1.32M | Z-Score 0.6 (45.38%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $24,774.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,765 | 10,588 | 9,412 | 8,235 | 7,059 | 5,882 | 4,706 | 3,529 | 2,353 | 1,176 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,830 | $6.82M | $13.03M | - | $6.2M | 90.88% | +0.131% |
| ABBV AbbVie Inc. | 5,660 | $1.01M | $1.61M | - | $601,704.48 | 59.8% | -0.928% |
| ABT Abbott Laboratories | 4,749 | $537,159.39 | $488,434.65 | - | -$48,724.74 | -9.07% | -1.936% |
| ADP Automatic Data Processing Inc. | 2,500 | $721,995.94 | $748,225 | - | $26,229.06 | 3.63% | -0.608% |
| AEP American Electric Power Company, Inc. | 2,227 | $210,190.97 | $287,951.1 | - | $77,760.13 | 36.99% | +0.062% |
| AFL Aflac Incorporated | 2,009 | $207,810.96 | $243,912.69 | - | $36,101.73 | 17.37% | +0.397% |
| AGG iShares Core U.S. Aggregate Bond ETF | 87,631 | $8.67M | $8.41M | - | -$259,384.34 | -2.99% | -0.042% |
| ALK Alaska Air Group Inc. | 3,849 | $200,917.8 | $136,985.91 | - | -$63,931.89 | -31.82% | +1.831% |
| AMAT Applied Materials Inc. | 852 | $293,873.55 | $329,511 | - | $35,637.45 | 12.13% | -0.217% |
| AMD Advanced Micro Devices Inc. | 3,682 | $475,671.93 | $2M | - | $1.53M | 320.8% | +2.325% |
| AMGN Amgen Inc. Common Stock | 973 | $301,633.08 | $429,501.66 | - | $127,868.58 | 42.39% | -0.722% |
| AMZN Amazon.com Inc | 9,876 | $2.16M | $2.47M | - | $312,617.78 | 14.5% | +0.337% |
| APH Amphenol Corp. Class A Common Stock | 8,400 | $154,843.54 | $640,080 | - | $485,236.46 | 313.37% | +1.236% |
| AVGO Broadcom Inc. | 3,599 | $850,992.3 | $1.22M | - | $364,641.93 | 42.85% | +2.613% |
| AXP American Express Company | 637 | $215,465.25 | $201,088.16 | - | -$14,377.09 | -6.67% | +0.2% |
| BA The Boeing Company | 6,059 | $1.08M | $1.12M | - | $46,153.92 | 4.29% | -1.593% |
| BAC Bank of America Corporation | 23,819 | $959,097.05 | $1.21M | - | $254,481 | 26.53% | +0.851% |
| BBDO Banco Bradesco S.A. ADR | 13,536 | $43,983.72 | $37,968.48 | - | -$6,015.24 | -13.68% | +2% |
| BBUS JPMorgan BetaBuilders U.S. Equity ETF | 52,784 | $4.84M | $7.31M | - | $2.47M | 51.12% | +0.341% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 2,219 | $203,349.16 | $203,371.35 | - | $22.19 | 0.01% | +0.011% |
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FAQ
Which stocks have generated the highest profits for Rod Ehrlich?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $2.05M, Zacks Earnings Consistent Portfolio ETF - $1.69M, Zacks Small/Mid Cap ETF - $1.67M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.51M, and Costco Wholesale Corp - $1.48M. 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: State Street Real Estate Select Sector SPDR ETF - $1.46M, iShares Core Dividend Growth ETF - $876,099.91, Pacer US Small Cap Cash Cows ETF - $674,375.36, iShares Convertible Bond ETF - $515,183.35, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $421,732.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rod Ehrlich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.36M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.04M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $958,802.81, WisdomTree Enhanced Commodity Strategy Fund - $774,630.82, iShares Core S&P 500 ETF - $772,510.54, and Microsoft Corporation Common Stock - $734,353.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rod Ehrlich's monthly returns?
Rod Ehrlich's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Rod Ehrlich's strategy be considered aggressive or moderate?
Rod Ehrlich's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Rod Ehrlich's strategy?
Rod Ehrlich'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.
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