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:
34.39%
Gain +0.24%
Monthly
0.39%
Yearly
4.84%
Drawdown
17.67%
$244.04M
Equity
Holdings
$244.04M
Investment
$189.4M
$58.86M
Profit +$686,756.97
Realized
$4.23M
Unrealized
$54.64M
Dividends
$15.64M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.24%
Profit
$686,756.97
Win %
77%
This Week
Compared To Last Week
Gain
-1.25%
Profit
-$3.08M
Win %
77%
This Month
Compared to last month
Gain
-1.2%
Profit
-$2.95M
Win %
77%
This Year
Compared to last year
Gain
4.78%
Profit
$11.13M
Win %
77%
AMD Advanced Micro Devices, Inc.
+4.75%
+$82,284.89 
QCOM QUALCOMM Incorporated
+4.28%
+$18,418.94 
SCHW Charles Schwab Corporation
+2.73%
+$7,840.8 
GS The Goldman Sachs Group, Inc.
+2.61%
+$7,146.48 
VZ Verizon Communications Inc.
+2.46%
+$9,095.62 
JPM JPMorgan Chase & Co.
+2.3%
+$30,547.86 
USB U.S. Bancorp
+2.27%
+$8,497.97 
AXP American Express Company
+2.18%
+$4,302.06 
NUE Nucor Corporation
+2.09%
+$9,684.65 
PM Philip Morris International Inc.
+2.01%
+$6,584.82 
CLS Celestica Inc.
+1.89%
+$5,715.36 
TSLA Tesla, Inc.
+1.88%
+$11,370.09 
KMI Kinder Morgan, Inc.
+1.82%
+$5,486.25 
MTB M&T Bank Corporation
+1.76%
+$4,916.46 
GROZ Zacks Focus Growth ETF
+1.75%
+$13,461.25 
WFC Wells Fargo & Company
+1.62%
+$8,170.2 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$7,158.6 
BLK BlackRock, Inc.
+1.56%
+$3,658.58 
DE Deere & Company
+1.55%
+$4,446.52 
BAC Bank of America Corporation
+1.52%
+$19,414.92 
CAT Caterpillar Inc.
+1.49%
+$29,259.35 
COF Capital One Financial Corporation
+1.47%
+$2,377.16 
MET MetLife Inc.
+1.45%
+$3,973.83 
EME EMCOR Group, Inc.
+1.42%
+$6,153.28 
ALK Alaska Air Group Inc.
+1.41%
+$2,642.64 
COP ConocoPhillips
+1.39%
+$3,492.48 
MCO Moody's Corporation
+1.37%
+$3,050.2 
SPGI S&P Global Inc.
+1.36%
+$2,594.4 
FISV Fiserv, Inc.
+1.36%
+$5,992.56 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$3,381.38 
NEE NextEra Energy, Inc.
+1.3%
+$9,598.03 
ABBV AbbVie Inc.
+1.3%
+$16,947.81 
MFC Manulife Financial Corporation
+1.29%
+$3,112.66 
C Citigroup Inc.
+1.24%
+$6,635.34 
JIG JPMorgan International Growth ETF
+1.23%
+$4,573.2 
CAH Cardinal Health Inc.
+1.21%
+$5,337.33 
LRCX Lam Research Corporation
+1.18%
+$9,163.44 
TEL TE Connectivity plc
+1.18%
+$2,486.75 
AFL Aflac Inc.
+1.16%
+$2,833.65 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+1.09%
+$70,205.24 
DELL Dell Technologies Inc.
+1.08%
+$8,366.92 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$30,350.19 
NSC Norfolk Southern Corporation
+1.07%
+$3,300.07 
PPL PPL Corporation
+1.06%
+$2,400.37 
JNJ Johnson & Johnson
+1.05%
+$15,512.5 
V Visa Inc. Class A
+1.05%
+$5,704.74 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,164.14 
APH Amphenol Corporation
+0.95%
+$2,989.9 
HIG The Hartford Insurance Group, Inc.
+0.91%
+$3,122.76 
JAVA JPMorgan Active Value ETF
+0.9%
+$12,023.23 
PG Procter & Gamble Co
+0.85%
+$8,896.69 
GE General Electric Company
+0.81%
+$3,393.89 
PCAR PACCAR Inc.
+0.8%
+$12,890.22 
SO The Southern Company
+0.8%
+$2,603.03 
PAPI Parametric Equity Premium Income ETF
+0.79%
+$20,457.99 
CVX Chevron Corporation
+0.75%
+$5,205.16 
SBUX Starbucks Corporation
+0.74%
+$15,735.8 
HD The Home Depot, Inc.
+0.73%
+$5,222.13 
MO Altria Group, Inc.
+0.72%
+$3,093.61 
COST Costco Wholesale Corporation
+0.72%
+$27,624.48 
JIVE JPMorgan International Value ETF
+0.7%
+$45,309.55 
MA Mastercard Incorporated
+0.7%
+$1,867.88 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$8,271.17 
EMR Emerson Electric Co.
+0.64%
+$5,678.4 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,098.87 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$2,307.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$4,395.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,796.8 
AEP American Electric Power Company, Inc.
+0.59%
+$1,609.68 
FDVV Fidelity High Dividend ETF
+0.59%
+$43,266.96 
IVV iShares Core S&P 500 ETF
+0.58%
+$72,300.4 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,497.72 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,442.43 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,968.4 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$1,372.41 
GOOGL Alphabet Inc
+0.56%
+$8,620.04 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.51%
+$34,701.08 
GOOG Alphabet Inc
+0.46%
+$4,095.08 
WMT Walmart Inc.
+0.45%
+$4,709.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$23,130.69 
PEP PepsiCo, Inc.
+0.38%
+$1,096.2 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+0.37%
+$2,718.14 
AMGN Amgen Inc.
+0.34%
+$1,159 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.33%
+$12,854.16 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.31%
+$6,184.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,683.51 
WM Waste Management, Inc.
+0.29%
+$761.61 
MMM 3M Company
+0.29%
+$2,523.56 
XOM Exxon Mobil Corporation
+0.29%
+$2,405.02 
JGRO JPMorgan Active Growth ETF
+0.25%
+$3,767.99 
JGLO JPMorgan Global Select Equity ETF
+0.23%
+$2,993.28 
ADP Automatic Data Processing Inc.
+0.23%
+$1,397.4 
TRV The Travelers Companies, Inc.
+0.21%
+$500.86 
NVDA NVIDIA Corporation
+0.18%
+$27,003.34 
CGGR Capital Group Growth ETF
+0.15%
+$5,648.72 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$420.4 
MSFT Microsoft Corp.
+0.13%
+$24,932.44 
PYLD PIMCO Multisector Bond Active ETF
+0.11%
+$9,859.08 
CGIE Capital Group International Equity ETF
+0.11%
+$329.68 
CB Chubb Limited
+0.11%
+$307.66 
KO The Coca-Cola Company
+0.1%
+$627.68 
PH Parker-Hannifin Corporation
+0.09%
+$228.31 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$375.9 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$161.28 
JPIE JPMorgan Income ETF
+0.01%
+$57.34 
BBHY JPMorgan BetaBuilders U.S. High Yield Fund
0%
+$0.01 
BR Broadridge Financial Solutions, Inc.
0%
$0 
PMBS
0%
$0 
VCRM
0%
$0 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
CTAS Cintas Corporation
-3.08%
-$11,972.8 
LLY Eli Lilly and Company
-2.41%
-$24,824 
ABT Abbott Laboratories
-1.68%
-$8,259.7 
LMT Lockheed Martin Corporation
-1.54%
-$7,317.69 
AAPL Apple Inc.
-1.52%
-$165,330 
MRK Merck & Co., Inc.
-1.41%
-$4,023.8 
AMZN Amazon.com Inc
-1.23%
-$28,078.56 
NFLX Netflix, Inc.
-1.14%
-$6,855.96 
BA Boeing Company
-1.13%
-$16,074.04 
IBM International Business Machines Corporation
-0.97%
-$6,893.97 
AVGO Broadcom Inc.
-0.94%
-$12,601.25 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.71%
-$18,594.6 
PHM PulteGroup Inc.
-0.67%
-$1,526.37 
CSCO Cisco Systems, Inc.
-0.6%
-$7,691.28 
NVS Novartis AG Sponsored ADR
-0.57%
-$1,606.88 
MCK McKesson Corporation
-0.36%
-$1,005.36 
MRVL Marvell Technology, Inc.
-0.36%
-$3,781.44 
RTX RTX Corporation
-0.34%
-$1,058.42 
CRM Salesforce Inc
-0.25%
-$685.11 
ZECP Zacks Earnings Consistent Portfolio
-0.24%
-$14,429.08 
META Meta Platforms Inc Class A
-0.23%
-$3,455.37 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$565.45 
MDT Medtronic plc
-0.21%
-$362.78 
GILD Gilead Sciences Inc.
-0.21%
-$756.86 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$539.1 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$8,997.25 
PHEQ Morgan Stanley ETF Trust Parametric Hedged Equity ETF
-0.1%
-$4,646.88 
FLMI Franklin Dynamic Municipal Bond ETF
-0.1%
-$256.31 
LOW Lowe's Companies Inc.
-0.1%
-$195.8 
JBND JPMorgan Active Bond ETF
-0.09%
-$1,400.5 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$318.42 
JCPB JPMorgan Core Plus Bond ETF
-0.07%
-$1,056.72 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$510.41 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.06%
-$2,519.34 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.05%
-$952.18 
PSK SPDR ICE Preferred Securities ETF
-0.05%
-$97.52 
VCRB Vanguard Core Bond ETF
-0.04%
-$93.09 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$913.1 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$70.72 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$5,258.64 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.03%
-$187.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$55.42 
MCD McDonald's Corporation
-0.02%
-$134.34 
MUB iShares National Muni Bond ETF
-0.01%
-$304.77 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2392 | Longs Won 1097/2392 45% | Profit Factor 4.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $273,799.45 |
| Average Win $68,396.45 | Best Trade (Jun 10) $10.28M | Sharpe Ratio -8.97 |
| Average Loss -$12,484.5 | Worst Trade (Jun 11) -$1.27M | Z-Score -12.82 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $24,608.47 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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Returns
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