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:
51.93%
Gain -0.09%
Monthly
0.69%
Yearly
8.65%
Drawdown
17.99%
$245.95M
Equity
Holdings
$245.95M
Investment
$191M
$59.68M
Profit -$309,842.56
Realized
$4.73M
Unrealized
$54.95M
Dividends
$16.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$309,842.56
Win %
77%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$517,099.16
Win %
77%
This Month
Compared to last month
Gain
0.03%
Profit
$62,067.16
Win %
77%
This Year
Compared to last year
Gain
8.83%
Profit
$19.96M
Win %
77%
MRVL Marvell Technology, Inc.
+4.36%
+$30,372.9 
MU Micron Technology, Inc.
+4.23%
+$25,309.87 
AMD Advanced Micro Devices, Inc.
+2.77%
+$49,945.53 
AVGO Broadcom Inc.
+2.73%
+$35,888.04 
GOOG Alphabet Inc
+2%
+$19,355.24 
GOOGL Alphabet Inc
+1.88%
+$29,679.09 
MSFT Microsoft Corp.
+1.85%
+$337,836.7 
CRM Salesforce Inc
+1.85%
+$4,844.28 
ABT Abbott Laboratories
+1.6%
+$7,885.78 
COP ConocoPhillips
+1.55%
+$3,551.1 
FISV Fiserv, Inc.
+1.51%
+$6,374.74 
CVX Chevron Corporation
+1.47%
+$10,623.28 
KMI Kinder Morgan, Inc.
+1.35%
+$4,415.69 
GEV GE Vernova Inc.
+1.29%
+$4,113.24 
AMZN Amazon.com Inc
+1.24%
+$30,116.52 
RTX RTX Corporation
+1.22%
+$4,033.24 
EOG EOG Resources, Inc.
+1.17%
+$2,746.8 
XOM Exxon Mobil Corporation
+1.05%
+$9,267.74 
V Visa Inc. Class A
+1.02%
+$6,328.8 
BBDO Banco Bradesco S.A.
+0.97%
+$314.46 
IBM International Business Machines Corporation
+0.96%
+$5,380.54 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.81%
+$29,359.96 
HON Honeywell International Inc.
+0.8%
+$989.16 
SCHW Charles Schwab Corporation
+0.8%
+$2,671.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.69%
+$4,698.25 
MA Mastercard Incorporated
+0.63%
+$2,003.12 
NVDA NVIDIA Corporation
+0.61%
+$88,023.72 
QQQ Invesco QQQ Trust, Series 1
+0.55%
+$1,998.15 
T AT&T Inc.
+0.53%
+$1,031.78 
LMT Lockheed Martin Corporation
+0.52%
+$2,283.6 
MMM 3M Company
+0.51%
+$4,314.61 
JGRO JPMorgan Active Growth ETF
+0.51%
+$7,023.21 
TEL TE Connectivity plc
+0.5%
+$1,043.45 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.49%
+$3,440.85 
IWF iShares Russell 1000 Growth ETF
+0.49%
+$2,906.96 
CGGR Capital Group Growth ETF
+0.43%
+$15,517.51 
MO Altria Group, Inc.
+0.34%
+$1,602.54 
META Meta Platforms Inc Class A
+0.34%
+$5,594.34 
HIG The Hartford Insurance Group, Inc.
+0.3%
+$1,115.52 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.29%
+$7,602.49 
GROZ Zacks Focus Growth ETF
+0.28%
+$2,190.51 
CB Chubb Limited
+0.24%
+$746.17 
BRK-B Berkshire Hathaway Inc.
+0.18%
+$2,171.99 
PSK SPDR ICE Preferred Securities ETF
+0.16%
+$410.55 
NEM Newmont Corporation
+0.13%
+$242.81 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.08%
+$5,862.6 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$201.53 
VOO Vanguard S&P 500 ETF
+0.08%
+$354.24 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.07%
+$410.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.07%
+$431.75 
IVV iShares Core S&P 500 ETF
+0.07%
+$8,142.42 
IWV ISHARES RUSSELL 3000 ETF
+0.02%
+$52.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$33.12 
C Citigroup Inc.
+0.01%
+$78.2 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.01%
+$36.08 
PMBS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.81%
-$351,561.23 
PHM PulteGroup Inc.
-2.62%
-$7,113.19 
DELL Dell Technologies Inc.
-2.6%
-$22,455.76 
TSLA Tesla, Inc.
-2.51%
-$16,236.15 
NUE Nucor Corporation
-2.51%
-$10,549.47 
PEP PepsiCo, Inc.
-2.2%
-$5,978.74 
LOW Lowe's Companies Inc.
-2.07%
-$4,453.92 
DE Deere & Company
-2.06%
-$6,420.6 
EMR Emerson Electric Co.
-2.05%
-$17,654.78 
NVS Novartis AG Sponsored ADR
-2%
-$6,226.87 
GE General Electric Company
-1.95%
-$9,452.16 
NFLX Netflix, Inc.
-1.91%
-$9,648.16 
HD The Home Depot, Inc.
-1.9%
-$14,531.85 
MRK Merck & Co., Inc.
-1.87%
-$5,502.19 
BA Boeing Company
-1.77%
-$23,897.16 
WMT Walmart Inc.
-1.71%
-$17,275.05 
LRCX Lam Research Corporation
-1.67%
-$11,641.98 
LLY Eli Lilly and Company
-1.66%
-$17,964.01 
CAT Caterpillar Inc.
-1.59%
-$31,199.81 
F Ford Motor Company
-1.55%
-$2,837.56 
PNC The PNC Financial Services Group, Inc.
-1.53%
-$7,793.34 
MFC Manulife Financial Corporation
-1.51%
-$3,958.82 
CTAS Cintas Corporation
-1.45%
-$6,147.92 
JNJ Johnson & Johnson
-1.29%
-$21,330.24 
WFC Wells Fargo & Company
-1.17%
-$6,162.84 
PCAR PACCAR Inc.
-1.17%
-$20,184.57 
SBUX Starbucks Corporation
-1.15%
-$16,953.31 
PPL PPL Corporation
-1.14%
-$2,633.84 
BLK BlackRock, Inc.
-1.13%
-$2,806.64 
BAC Bank of America Corporation
-1.1%
-$15,829.42 
NSC Norfolk Southern Corporation
-1.08%
-$3,136.62 
AEP American Electric Power Company, Inc.
-0.97%
-$2,816 
GS The Goldman Sachs Group, Inc.
-0.97%
-$2,600.64 
NEE NextEra Energy, Inc.
-0.96%
-$7,656.8 
MET MetLife Inc.
-0.91%
-$2,636.82 
PH Parker-Hannifin Corporation
-0.86%
-$2,443.6 
PFE Pfizer Inc.
-0.82%
-$1,487.07 
PG Procter & Gamble Co
-0.73%
-$7,596.21 
GILD Gilead Sciences Inc.
-0.69%
-$2,726.9 
CAH Cardinal Health Inc.
-0.67%
-$3,043.17 
QUIZ Zacks Quality International Fund
-0.66%
-$1,559.14 
FDVV Fidelity High Dividend ETF
-0.61%
-$45,251.92 
MCO Moody's Corporation
-0.58%
-$1,484.99 
ZECP Zacks Earnings Consistent Portfolio
-0.57%
-$35,337.99 
JPM JPMorgan Chase & Co.
-0.57%
-$8,246.55 
SO The Southern Company
-0.57%
-$1,989.36 
MCK McKesson Corporation
-0.56%
-$1,683.71 
XLU Utilities Select Sector SPDR Fund
-0.55%
-$15,725.25 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$1,792.42 
ABBV AbbVie Inc.
-0.49%
-$7,144.2 
COST Costco Wholesale Corporation
-0.49%
-$17,709.75 
MTB M&T Bank Corporation
-0.49%
-$1,523.78 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.47%
-$70,514.73 
CSCO Cisco Systems, Inc.
-0.44%
-$5,423.72 
CGIE Capital Group International Equity ETF
-0.43%
-$1,165.29 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.41%
-$8,702.64 
MCD McDonald's Corporation
-0.39%
-$2,417.01 
AMGN Amgen Inc.
-0.37%
-$1,402.88 
TRV The Travelers Companies, Inc.
-0.37%
-$1,126.14 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.32%
-$10,176.15 
JBND JPMorgan Active Bond ETF
-0.31%
-$4,848.36 
JCPB JPMorgan Core Plus Bond ETF
-0.31%
-$5,718.22 
GLW Corning Incorporated
-0.31%
-$817.92 
BND Vanguard Total Bond Market Index Fund
-0.31%
-$1,347.75 
JIG JPMorgan International Growth ETF
-0.31%
-$1,206 
JAVA JPMorgan Active Value ETF
-0.29%
-$4,005.22 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$24,831.12 
VCRB Vanguard Core Bond ETF
-0.27%
-$651.32 
AFL Aflac Inc.
-0.27%
-$691.56 
PAPI Parametric Equity Premium Income ETF
-0.26%
-$7,069.57 
VZ Verizon Communications Inc.
-0.24%
-$1,001.07 
BMY Bristol-Myers Squibb Company
-0.24%
-$619.44 
WM Waste Management, Inc.
-0.22%
-$634.41 
JIVE JPMorgan International Value ETF
-0.17%
-$11,514.25 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$17,269.63 
KO The Coca-Cola Company
-0.17%
-$1,094.98 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.17%
-$514.14 
USB U.S. Bancorp
-0.16%
-$704.7 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.15%
-$3,195.85 
PM Philip Morris International Inc.
-0.15%
-$562.59 
HSY The Hershey Company
-0.15%
-$248.75 
ADP Automatic Data Processing Inc.
-0.14%
-$835.32 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$421.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$6,958.7 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.12%
-$331.56 
MUB iShares National Muni Bond ETF
-0.11%
-$4,429.08 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
-0.11%
-$6,722.91 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.1%
-$2,653.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$231.53 
EME EMCOR Group, Inc.
-0.09%
-$331.51 
VGSH Vanguard Short-Term Treasury Fund
-0.09%
-$190.58 
JGLO JPMorgan Global Select Equity ETF
-0.08%
-$1,052.7 
JPIE JPMorgan Income ETF
-0.08%
-$313.11 
VO Vanguard Mid-Cap ETF
-0.06%
-$270.4 
BNY BlackRock New York Municipal Income Trust
-0.05%
-$155.28 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.04%
-$364.12 
PHEQ Morgan Stanley ETF Trust Parametric Hedged Equity ETF
-0.03%
-$1,307.42 
AMAT Applied Materials, Inc.
-0.03%
-$126.75 
APH Amphenol Corporation
-0.01%
-$41.34 
QCOM QUALCOMM Incorporated
-0.01%
-$38.42 Events
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Dividends
Dividend Analysis
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| Trades 2541 | Longs Won 1206/2541 47% | Profit Factor 4.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $270,947.65 |
| Average Win $63,601.08 | Best Trade (Jul 22) $10.33M | Sharpe Ratio -10.96 |
| Average Loss -$12,752.09 | Worst Trade (Jul 22) -$1.29M | Z-Score -11.53 (99.92%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $23,486.37 |
| 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 | 19,231 | 17,308 | 15,385 | 13,462 | 11,538 | 9,615 | 7,692 | 5,769 | 3,846 | 1,923 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.04M, Costco Wholesale Corporation - $1.47M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.15M, Microsoft Corp - $1.06M, and SPDR Portfolio Intermediate Term Corporate Bond ETF - $1.03M. 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: The Real Estate Select Sector SPDR Fund - $1.46M, iShares Core Dividend Growth ETF - $878,577.43, Pacer US Small Cap Cash Cows 100 ETF - $674,322.7, iShares U.S. Small-Cap Equity Factor ETF - $486,590.39, and Nike, Inc. - Class B - $399,721.07. 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 $16.34M 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 - $729,427.11, and Microsoft Corp - $693,186.38. 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.
