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:
63.6%
Gain +0.93%
Monthly
0.76%
Yearly
9.53%
Drawdown
18.03%
$266.58M
Equity
Holdings
$266.58M
Investment
$208.62M
$68.01M
Profit +$1.81M
Realized
$10.05M
Unrealized
$57.95M
Dividends
$16.96M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.93%
Profit
$1.81M
Win %
70%
This Week
Compared To Last Week
Gain
-0.85%
Profit
-$2.3M
Win %
70%
This Month
Compared to last month
Gain
-0.32%
Profit
-$866,089.57
Win %
70%
This Year
Compared to last year
Gain
2.93%
Profit
$7.58M
Win %
70%
DELL Dell Technologies Inc.
+11.95%
+$126,547.32 
CLS Celestica Inc.
+6.59%
+$12,038.04 
FIX Comfort Systems USA, Inc.
+6.29%
+$11,598.83 
FISV Fiserv, Inc.
+5.42%
+$22,055.95 
APH Amphenol Corporation
+4.57%
+$30,828 
CSCO Cisco Systems, Inc.
+4.37%
+$48,729.1 
EME EMCOR Group, Inc.
+4.33%
+$16,864.77 
MRVL Marvell Technology, Inc.
+4.03%
+$33,973.38 
IBM International Business Machines Corporation
+3.96%
+$24,659.37 
VRT Vertiv Holdings Co
+3.59%
+$6,994.35 
TEL TE Connectivity plc
+3.59%
+$7,611.58 
GEV GE Vernova Inc.
+3.54%
+$9,993.96 
QCOM QUALCOMM Incorporated
+2.84%
+$9,602.27 
BA Boeing Company
+2.74%
+$33,990.99 
ALK Alaska Air Group Inc.
+2.62%
+$4,041.45 
INTC Intel Corporation
+2.59%
+$6,024.2 
EMR Emerson Electric Co.
+2.56%
+$23,476.4 
AMD Advanced Micro Devices, Inc.
+2.48%
+$46,080.19 
TRV The Travelers Companies, Inc.
+2.09%
+$6,544.19 
GLW Corning Incorporated
+1.99%
+$5,300.64 
KLAC KLA Corporation
+1.95%
+$4,671 
AMZN Amazon.com Inc
+1.94%
+$48,293.64 
CRM Salesforce Inc
+1.93%
+$6,177.6 
NFLX Netflix, Inc.
+1.83%
+$9,925.99 
GOOGL Alphabet Inc
+1.77%
+$27,741.8 
AAPL Apple Inc.
+1.75%
+$215,631 
CAT Caterpillar Inc.
+1.67%
+$28,839.27 
PH Parker-Hannifin Corporation
+1.67%
+$4,705.16 
MCO Moody's Corporation
+1.67%
+$4,201.2 
JEMA JPMorgan ActiveBuilders Emerging Markets Equity Fund
+1.62%
+$59,266.86 
BLK BlackRock, Inc.
+1.62%
+$4,179.6 
NUE Nucor Corporation
+1.6%
+$7,380 
PG Procter & Gamble Co
+1.58%
+$16,048.26 
PHM PulteGroup Inc.
+1.57%
+$3,978.42 
CTAS Cintas Corporation
+1.54%
+$5,685.48 
GOOG Alphabet Inc
+1.52%
+$14,541.7 
XLK State Street Technology Select Sector SPDR ETF
+1.33%
+$2,959.38 
WMT Walmart Inc.
+1.32%
+$12,429.45 
MMM 3M Company
+1.29%
+$10,545.38 
VZ Verizon Communications Inc.
+1.24%
+$5,481.42 
AXP American Express Company
+1.22%
+$2,497.05 
CMI Cummins Inc.
+1.2%
+$2,442.77 
IEMG iShares Core MSCI Emerging Markets ETF
+1.2%
+$9,217.88 
FDVV Fidelity High Dividend ETF
+1.18%
+$83,452.63 
SMIZ Zacks Trust Zacks Small/Mid Cap ETF
+1.08%
+$11,273.63 
CGIE Capital Group International Equity ETF
+1.07%
+$45,273.83 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.06%
+$23,046.32 
JIG JPMorgan International Growth ETF
+1.02%
+$4,209.2 
PLD Prologis Inc.
+1%
+$2,011.5 
JGLO JPMorgan Global Select Equity ETF
+1%
+$6,961.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1%
+$59,962.64 
IEFA iShares Core MSCI EAFE ETF
+0.99%
+$2,224.6 
JIVE JPMorgan International Value ETF
+0.99%
+$68,206.52 
HD The Home Depot, Inc.
+0.99%
+$6,900.7 
WFC Wells Fargo & Company
+0.93%
+$5,085.15 
ROCY JPMorgan Equity Premium Yield ETF
+0.92%
+$25,683.9 
GS The Goldman Sachs Group, Inc.
+0.92%
+$2,425.8 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.9%
+$64,924.85 
EFAA Invesco MSCI EAFE Income Advantage ETF
+0.89%
+$1,884.5 
IWV ISHARES RUSSELL 3000 ETF
+0.89%
+$2,233.8 
ZECP Zacks Earnings Consistent Portfolio
+0.89%
+$19,486.83 
QQQ Invesco QQQ Trust, Series 1
+0.88%
+$3,325.92 
V Visa Inc. Class A
+0.88%
+$5,676.86 
VOO Vanguard S&P 500 ETF
+0.84%
+$3,439.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.84%
+$5,403.96 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$2,151.7 
IVV iShares Core S&P 500 ETF
+0.83%
+$117,794.52 
JAVA JPMorgan Active Value ETF
+0.83%
+$8,443.58 
ABBV AbbVie Inc.
+0.82%
+$11,829.4 
FESM Fidelity Enhanced Small Cap ETF
+0.81%
+$40,297.5 
VO Vanguard Mid-Cap ETF
+0.8%
+$3,461.12 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
+0.79%
+$9,628.74 
CGGR Capital Group Growth ETF
+0.79%
+$69,298.9 
ROCQ JPMorgan Nasdaq Equity Premium Yield ETF
+0.78%
+$9,401.52 
IWF iShares Russell 1000 Growth ETF
+0.78%
+$4,711.28 
JPM JPMorgan Chase & Co.
+0.77%
+$11,682.4 
JGRO JPMorgan Active Growth ETF
+0.76%
+$6,953.74 
VIG Vanguard Dividend Appreciation ETF
+0.73%
+$2,709.18 
AFL Aflac Inc.
+0.7%
+$1,607.2 
PM Philip Morris International Inc.
+0.7%
+$2,797.08 
USB U.S. Bancorp
+0.68%
+$3,002.62 
MA Mastercard Incorporated
+0.67%
+$2,215.08 
BRK-B Berkshire Hathaway Inc.
+0.66%
+$8,514.24 
F Ford Motor Company
+0.65%
+$1,228.68 
MSFT Microsoft Corp.
+0.64%
+$142,050.46 
CVX Chevron Corporation
+0.59%
+$4,677.5 
AMAT Applied Materials, Inc.
+0.59%
+$2,270.57 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.57%
+$4,123.86 
META Meta Platforms Inc Class A
+0.57%
+$9,387.8 
FDEM Fidelity Emerging Markets Multi-Asset Fund
+0.55%
+$1,914.6 
TSLA Tesla, Inc.
+0.53%
+$3,189.12 
PNC The PNC Financial Services Group, Inc.
+0.52%
+$2,694.94 
KO The Coca-Cola Company
+0.49%
+$3,729.69 
XOM Exxon Mobil Corporation
+0.45%
+$4,407.75 
MUB iShares National Muni Bond ETF
+0.45%
+$16,695.24 
MET MetLife Inc.
+0.41%
+$1,241.09 
VTEB Vanguard Tax-Exempt Bond ETF
+0.35%
+$1,189.83 
ADP Automatic Data Processing Inc.
+0.35%
+$2,325.03 
BBDO Banco Bradesco S.A.
+0.31%
+$135.36 
JCAL JPMorgan California Municipal Tax-Free Bond ETF
+0.31%
+$734.57 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.29%
+$6,007.62 
MTB M&T Bank Corporation
+0.28%
+$863.6 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.28%
+$7,240.66 
COST Costco Wholesale Corporation
+0.27%
+$8,792.81 
MO Altria Group, Inc.
+0.26%
+$1,157.94 
AVGO Broadcom Inc.
+0.24%
+$3,131.17 
COP ConocoPhillips
+0.24%
+$645.48 
C Citigroup Inc.
+0.21%
+$1,147.82 
PSK SPDR ICE Preferred Securities ETF
+0.21%
+$492.65 
BAC Bank of America Corporation
+0.2%
+$2,977.37 
LOW Lowe's Companies Inc.
+0.14%
+$281.68 
PCAR PACCAR Inc.
+0.13%
+$2,201.44 
LRCX Lam Research Corporation
+0.07%
+$448.98 
MCK McKesson Corporation
+0.04%
+$132.83 
BNY BlackRock New York Municipal Income Trust
+0.04%
+$116.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$55.48 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
+0.02%
+$363.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 PMBS
PMBS
0%
$0 
STX Seagate Technology Holdings plc
-3.7%
-$14,778.97 
WDC Western Digital Corporation
-3.02%
-$9,034.07 
UNH UnitedHealth Group Incorporated
-2.42%
-$6,355.12 
PANW Palo Alto Networks, Inc.
-2.37%
-$7,170.79 
ORCL Oracle Corporation
-1.82%
-$3,869.73 
AMGN Amgen Inc.
-1.36%
-$5,045.01 
ABT Abbott Laboratories
-1.35%
-$6,648.6 
LMT Lockheed Martin Corporation
-1.15%
-$5,144.62 
QUIZ Zacks Quality International Fund
-0.95%
-$3,171.56 
NSC Norfolk Southern Corporation
-0.91%
-$2,537.22 
GROZ Zacks Focus Growth ETF
-0.88%
-$7,787.62 
GCC WisdomTree Enhanced Commodity Strategy Fund
-0.77%
-$25,564.77 
GILD Gilead Sciences Inc.
-0.75%
-$3,349.08 
LLY Eli Lilly and Company
-0.69%
-$7,249.41 
SO The Southern Company
-0.63%
-$2,076.25 
CAH Cardinal Health Inc.
-0.61%
-$2,891.45 
WM Waste Management, Inc.
-0.6%
-$1,588.6 
MRK Merck & Co., Inc.
-0.54%
-$1,811.17 
SBUX Starbucks Corporation
-0.48%
-$6,245.76 
HIG The Hartford Insurance Group, Inc.
-0.34%
-$1,222.68 
XLU Utilities Select Sector SPDR Fund
-0.33%
-$9,589.44 
KMI Kinder Morgan, Inc.
-0.32%
-$993.8 
PPL PPL Corporation
-0.32%
-$708.73 
JNJ Johnson & Johnson
-0.29%
-$5,174.52 
PEP PepsiCo, Inc.
-0.27%
-$721.22 
PHEQ Morgan Stanley ETF Trust Parametric Hedged Equity ETF
-0.26%
-$8,450.28 
DE Deere & Company
-0.24%
-$754.05 
RTX RTX Corporation
-0.23%
-$763.65 
MU Micron Technology, Inc.
-0.22%
-$1,838.13 
NVS Novartis AG Sponsored ADR
-0.21%
-$624.37 
MCD McDonald's Corporation
-0.21%
-$979.97 
BMY Bristol-Myers Squibb Company
-0.2%
-$593.19 
NEE NextEra Energy, Inc.
-0.16%
-$1,136.2 
GE General Electric Company
-0.16%
-$729.8 
JBND JPMorgan Active Bond ETF
-0.14%
-$3,430.57 
CB Chubb Limited
-0.14%
-$429.6 
VCRB Vanguard Core Bond ETF
-0.13%
-$310.3 
JCPB JPMorgan Core Plus Bond ETF
-0.13%
-$2,468.7 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.12%
-$19,592.65 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.12%
-$3,854.84 
AEP American Electric Power Company, Inc.
-0.11%
-$311.78 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$275.85 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.09%
-$255.08 
SCHW Charles Schwab Corporation
-0.07%
-$265.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$6,134.43 
BND Vanguard Total Bond Market Index Fund
-0.07%
-$450.95 
VGSH Vanguard Short-Term Treasury Fund
-0.07%
-$154.12 
NVDA NVIDIA Corporation
-0.07%
-$10,417.38 
EOG EOG Resources, Inc.
-0.05%
-$131.38 
JPIE JPMorgan Income ETF
-0.02%
-$86.81 
PYLD PIMCO Multisector Bond Active ETF
-0.02%
-$1,983.1 
MFC Manulife Financial Corporation
-0.01%
-$30.22 Events
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Dividends
Dividend Analysis
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| Trades 2704 | Longs Won 1681/2704 62% | Profit Factor 4.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $303,655.15 |
| Average Win $53,673.21 | Best Trade (Sep 04) $11.47M | Sharpe Ratio -10.61 |
| Average Loss -$21,719.33 | Worst Trade (Sep 10) -$1.3M | Z-Score 1.62 (89.43%) |
| Commissions $0 | Avg. Trade Length 11m 2w 5d | Expectancy $25,150.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,346 | 11,111 | 9,877 | 8,642 | 7,407 | 6,173 | 4,938 | 3,704 | 2,469 | 1,235 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 37,830 | $6.82M | $12.57M | - | $5.74M | 84.18% | +1.745% |
| ABBV AbbVie Inc. | 5,660 | $1.01M | $1.46M | - | $448,941.08 | 44.62% | +0.82% |
| ABT Abbott Laboratories | 4,749 | $537,159.39 | $484,208.04 | - | -$52,951.35 | -9.86% | -1.354% |
| ADP Automatic Data Processing Inc. | 2,500 | $721,995.94 | $670,650 | - | -$51,345.94 | -7.11% | +0.348% |
| AEP American Electric Power Company, Inc. | 2,227 | $210,190.97 | $274,655.91 | - | $64,464.94 | 30.67% | -0.113% |
| AFL Aflac Inc. | 2,009 | $207,810.96 | $231,577.43 | - | $23,766.47 | 11.44% | +0.699% |
| AGG iShares Core U.S. Aggregate Bond ETF | 87,631 | $8.67M | $8.41M | - | -$262,013.27 | -3.02% | -0.073% |
| ALK Alaska Air Group Inc. | 3,849 | $200,917.8 | $158,424.84 | - | -$42,492.96 | -21.15% | +2.618% |
| AMAT Applied Materials, Inc. | 852 | $293,873.55 | $389,087.1 | - | $95,213.55 | 32.4% | +0.587% |
| AMD Advanced Micro Devices, Inc. | 3,682 | $475,671.93 | $1.9M | - | $1.42M | 299.51% | +2.485% |
| AMGN Amgen Inc. | 973 | $301,633.08 | $367,098.3 | - | $65,465.22 | 21.7% | -1.356% |
| AMZN Amazon.com Inc | 9,876 | $2.16M | $2.54M | - | $380,268.38 | 17.64% | +1.941% |
| APH Amphenol Corporation | 8,400 | $154,843.54 | $704,928 | - | $550,084.46 | 355.25% | +4.573% |
| AVGO Broadcom Inc. | 3,599 | $850,992.3 | $1.3M | - | $450,766 | 52.97% | +0.241% |
| AXP American Express Company | 637 | $215,465.25 | $206,789.31 | - | -$8,675.94 | -4.03% | +1.222% |
| BA Boeing Company | 6,059 | $1.08M | $1.27M | - | $198,234.82 | 18.41% | +2.739% |
| BAC Bank of America Corporation | 23,819 | $959,097.05 | $1.49M | - | $533,996.96 | 55.68% | +0.2% |
| BBDO Banco Bradesco S.A. | 13,536 | $43,983.72 | $43,315.2 | - | -$668.52 | -1.52% | +0.313% |
| BBUS JPMorgan Betabuilders U.S. Equity Fund | 52,784 | $4.84M | $7.28M | - | $2.45M | 50.62% | +0.899% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,219 | $203,349.16 | $203,027.4 | - | -$321.76 | -0.16% | +0.027% |
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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, Zacks Earnings Consistent Portfolio - $1.69M, Zacks Trust Zacks Small/Mid Cap ETF - $1.67M, iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.51M, and Costco Wholesale Corporation - $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: The Real Estate Select Sector SPDR Fund - $1.46M, iShares Core Dividend Growth ETF - $876,099.91, Pacer US Small Cap Cash Cows 100 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 $16.96M 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, Microsoft Corp - $734,353.87, and iShares Core S&P 500 ETF - $731,392.22. 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.
