LR
Lora Rommel Portfolio
Invests via EHRLICH FINANCIAL GROUP | Managed by Lora J. Rommel, Jessica Lynn Krusey
Invests via EHRLICH FINANCIAL GROUP
Managed by Lora J. Rommel, Jessica Lynn Krusey
Automatically Tracked
Lora Rommel Profile
Senior venture investor and operator focused on growth-stage software and fintech investments, Lora Rommel combines operating experience in product and GTM with sector-focused portfolio construction. Active in early growth equity rounds, evaluates unit economics, recurring revenue models and customer acquisition efficiency. Background includes corporate strategy and hands-on scaling of SaaS businesses.
Senior venture investor and operator focused on growth-stage software and fintech investments, Lora Rommel combines operating experience in product and GTM with sector-focused portfolio construction. Active in early growth equity rounds, evaluates unit economics, recurring revenue models and customer acquisition efficiency. Background includes corporate strategy and hands-on scaling of SaaS businesses.
Investment Philosophy & Strategy
Combines operator-led, growth-stage focus with disciplined unit-economics underwriting and GTM-centric diligence. Targets software and fintech opportunities with recurring revenue, clear CAC payback and scalable expandability, preferring businesses with repeatable sales motions and strong retention. Uses active portfolio construction—lead or co-lead growth rounds, deploys follow-on capital selectively, and partners with founders on product, pricing and go-to-market levers to accelerate profitable expansion. Time horizon favors multi-year scaling to sustainable margin expansion.
Combines operator-led, growth-stage focus with disciplined unit-economics underwriting and GTM-centric diligence. Targets software and fintech opportunities with recurring revenue, clear CAC payback and scalable expandability, preferring businesses with repeatable sales motions and strong retention. Uses active portfolio construction—lead or co-lead growth rounds, deploys follow-on capital selectively, and partners with founders on product, pricing and go-to-market levers to accelerate profitable expansion. Time horizon favors multi-year scaling to sustainable margin expansion.
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:
42.4%
Gain +0.42%
Monthly
1.06%
Yearly
13.51%
Drawdown
15.15%
$194.34M
Equity
Holdings
$194.34M
Investment
$171.83M
$44.75M
Profit +$635,725.62
Realized
$22.25M
Unrealized
$22.51M
Dividends
$9.43M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.42%
Profit
$635,725.62
Win %
63%
This Week
Compared To Last Week
Gain
-0.63%
Profit
-$1.23M
Win %
63%
This Month
Compared to last month
Gain
0.46%
Profit
$889,668.33
Win %
63%
This Year
Compared to last year
Gain
0.11%
Profit
$207,436.52
Win %
68%
WSM Williams-Sonoma, Inc.
+3.89%
+$13,164.28 
LLY Eli Lilly and Company
+3.6%
+$10,266 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+2.62%
+$6,500.26 
USO United States Oil Fund, LP
+2.44%
+$23,891.25 
AXP American Express Company
+2.24%
+$7,846.69 
V Visa Inc. Class A
+2.13%
+$7,047.18 
EW Edwards Lifesciences Corporation
+1.89%
+$12,453.2 
BAR GraniteShares Gold Trust
+1.81%
+$9,650.6 
IAU iShares Gold Trust
+1.8%
+$35,845.32 
SHLD Global X Defense Tech ETF
+1.57%
+$95,817.02 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.57%
+$4,209 
NUV Nuveen Municipal Value Fund, Inc.
+1.51%
+$43,657.16 
XLC Communication Services Select Sector SPDR Fund
+1.44%
+$3,000.33 
TLT iShares 20+ Year Treasury Bond ETF
+1.41%
+$11,511.81 
RSP Invesco S&P 500 Equal Weight ETF
+1.36%
+$12,270.94 
FNDA Schwab Fundamental U.S. Small Company ETF
+1.34%
+$4,221.54 
SDY SPDR S&P Dividend ETF
+1.28%
+$10,315.54 
VOT Vanguard Mid-Cap Growth ETF
+1.27%
+$15,682.54 
SCHD Schwab U.S. Dividend Equity ETF
+1.17%
+$20,201.09 
FVD First Trust Value Line Dividend Index Fund
+1.1%
+$4,892.96 
MSFT Microsoft Corp.
+1.08%
+$7,521 
JQUA JPMorgan U.S. Quality Factor ETF
+1.06%
+$7,642.34 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.96%
+$25,143.66 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.92%
+$20,659.44 
EFV iShares MSCI EAFE Value ETF
+0.89%
+$19,104.4 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$42,739.16 
VTV Vanguard Value ETF
+0.83%
+$10,622.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.83%
+$6,448.95 
EFG iShares MSCI EAFE Growth ETF
+0.82%
+$2,425 
MUB iShares National Muni Bond ETF
+0.82%
+$6,112.12 
DGRO iShares Core Dividend Growth ETF
+0.8%
+$10,809.37 
PFF iShares Preferred and Income Securities ETF
+0.8%
+$4,743.75 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.77%
+$8,528.68 
CATF American Century California Municipal Bond ETF
+0.77%
+$7,828.37 
VOOV Vanguard S&P 500 Value ETF
+0.74%
+$76,504.37 
IEF iShares 7-10 Year Treasury Bond ETF
+0.71%
+$13,066.24 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$18,064.16 
MBB iShares MBS ETF
+0.66%
+$6,413.3 
CMF iShares California Muni Bond ETF
+0.64%
+$22,239 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.61%
+$18,096.26 
FNDF Schwab Fundamental International Large Company Index ETF
+0.57%
+$3,515.74 
SYSB iShares Systematic Bond ETF
+0.57%
+$4,173.6 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$1,494.65 
SCHF Schwab International Equity ETF
+0.54%
+$4,669.87 
JEPI JPMorgan Equity Premium Income Fund
+0.53%
+$16,008.9 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.51%
+$1,062.5 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.49%
+$1,297.6 
GOOGL Alphabet Inc
+0.47%
+$1,680.52 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.44%
+$1,221.99 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.44%
+$5,922.4 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.44%
+$14,563.8 
PYLD PIMCO Multisector Bond Active ETF
+0.41%
+$10,353.21 
AVUS Avantis U.S. Equity ETF
+0.4%
+$66,437.8 
AVNM Avantis All International Markets Equity ETF
+0.39%
+$911.36 
GOOG Alphabet Inc
+0.36%
+$1,657.38 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$9,926.2 
BNDX Vanguard Total International Bond ETF
+0.34%
+$9,381.12 
GII SPDR S&P Global Infrastructure ETF
+0.33%
+$673.02 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.29%
+$2,334.54 
SECU iShares Securitized Income Active ETF
+0.29%
+$791.56 
VOO Vanguard S&P 500 ETF
+0.28%
+$1,172.11 
CORO Ishares International Country Rotational Active ETF
+0.28%
+$28,354.2 
IVV iShares Core S&P 500 ETF
+0.27%
+$4,804.8 
AMZN Amazon.com Inc
+0.27%
+$1,381.08 
BIDD iShares International Dividend Active ETF
+0.26%
+$4,575.37 
JPIE JPMorgan Income ETF
+0.22%
+$740 
TAN Invesco Solar ETF
+0.2%
+$949.96 
STIP iShares 0-5 Year TIPS Bond ETF
+0.17%
+$873.8 
BALI iShares Adaptive Large Cap ETF
+0.14%
+$952.9 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.12%
+$309.56 
CALI China Auto Logistics Inc.
+0.11%
+$349.19 
BINC iShares Flexible Income Active ETF
+0.11%
+$3,450.64 
JPM JPMorgan Chase & Co.
+0.09%
+$867.97 
OEF iShares S&P 100 ETF
+0.08%
+$612.42 
DE Deere & Company
+0.07%
+$255.76 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.06%
+$339.06 
SHV iShares Short Treasury Bond ETF
+0.02%
+$857.84 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.02%
+$103.29 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$118.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
TMET iShares Strategic Metals ETF
0%
$0 HIMU
HIMU
0%
$0 
ANET Arista Networks, Inc.
-5.05%
-$12,475.68 
CSCO Cisco Systems, Inc.
-3.35%
-$6,685.39 
STX Seagate Technology Holdings plc
-3.19%
-$6,091.64 
NVDA NVIDIA Corporation
-1.79%
-$11,358.17 
MRVL Marvell Technology, Inc.
-1.65%
-$2,743.16 
BAI iShares A.I. Innovation and Tech Active ETF
-1.56%
-$59,665.41 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.47%
-$12,742.89 
GKOS Glaukos Corporation
-1.3%
-$21,930.66 
CVX Chevron Corporation
-1.19%
-$3,340.64 
EMXC iShares MSCI Emerging Markets ex China ETF
-1.1%
-$16,167.9 
MTUM iShares MSCI USA Momentum Factor ETF
-1.09%
-$11,701.95 
ILF iShares Latin America 40 ETF
-0.85%
-$7,725.12 
IEMG iShares Core MSCI Emerging Markets ETF
-0.74%
-$9,535.2 
ARTY iShares Future AI & Tech ETF
-0.73%
-$1,874.88 
ISMF iShares Managed Futures Strategy ETF
-0.69%
-$5,128.6 
XLK State Street Technology Select Sector SPDR ETF
-0.68%
-$14,904.54 
AVGO Broadcom Inc.
-0.57%
-$2,764.11 
ICLN iShares Global Clean Energy ETF
-0.54%
-$3,305.88 
FTEC Fidelity MSCI Information Technology Index ETF
-0.38%
-$3,056.48 
SPEM SPDR Portfolio Emerging Markets ETF
-0.33%
-$12,025.8 
AAPL Apple Inc.
-0.28%
-$6,032.64 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.26%
-$1,555.44 
JNJ Johnson & Johnson
-0.2%
-$551.82 
VWO Vanguard FTSE Emerging Markets ETF
-0.15%
-$351.09 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.14%
-$415.77 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$1,295.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.09%
-$4,583.63 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$357 
VOOG Vanguard S&P 500 Growth ETF
-0.05%
-$4,221.96 
IALT iShares Systematic Alternatives Active ETF
-0.03%
-$903.55 
THRO iShares U.S. Thematic Rotation Active ETF
-0.02%
-$1,067.06 
VZ Verizon Communications Inc.
-0.02%
-$51.7 
IUSG iShares Core S&P U.S. Growth ETF
-0.02%
-$56.72 
CLOA iShares AAA CLO ETF
-0.02%
-$339.19 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1091 | Longs Won 752/1091 68% | Profit Factor 8.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,334.95 |
| Average Win $67,289.26 | Best Trade (Oct 15) $2.35M | Sharpe Ratio -9.4 |
| Average Loss -$17,272.08 | Worst Trade (Oct 15) -$818,332.53 | Z-Score -4.09 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $41,019.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,236 | 10,112 | 8,989 | 7,865 | 6,742 | 5,618 | 4,494 | 3,371 | 2,247 | 1,124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,284 | $1.22M | $2.15M | - | $932,756.16 | 76.68% | -0.28% |
| AMZN Amazon.com Inc | 2,031 | $316,382.29 | $517,417.56 | - | $201,035.27 | 63.54% | +0.268% |
| ANET Arista Networks, Inc. | 1,264 | $214,728 | $234,535.2 | - | $19,807.2 | 9.22% | -5.051% |
| ARTY iShares Future AI & Tech ETF | 3,472 | $264,428 | $253,074.08 | - | -$11,353.92 | -4.29% | -0.735% |
| AVGO Broadcom Inc. | 1,389 | $161,555.57 | $478,177.14 | - | $316,621.57 | 195.98% | -0.575% |
| AVNM Avantis All International Markets Equity ETF | 2,848 | $217,025.7 | $233,792.32 | - | $16,766.62 | 7.73% | +0.391% |
| AVUS Avantis U.S. Equity ETF | 127,765 | $13.48M | $16.58M | - | $3.1M | 22.96% | +0.402% |
| AXP American Express Company | 1,143 | $265,975.64 | $358,690.54 | - | $92,714.9 | 34.86% | +2.237% |
| BAI iShares A.I. Innovation and Tech Active ETF | 87,103 | $4.59M | $3.77M | - | -$818,332.53 | -17.82% | -1.556% |
| BALI iShares Adaptive Large Cap ETF | 19,058 | $617,244.58 | $661,122.02 | - | $43,877.44 | 7.11% | +0.144% |
| BAR GraniteShares Gold Trust | 13,220 | $272,415.04 | $543,077.6 | - | $270,662.56 | 99.36% | +1.809% |
| BIDD iShares International Dividend Active ETF | 61,005 | $1.58M | $1.79M | - | $214,127.83 | 13.56% | +0.256% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,908 | $724,666.65 | $723,819.24 | - | -$847.41 | -0.12% | +0.016% |
| BINC iShares Flexible Income Active ETF | 62,739 | $3.32M | $3.18M | - | -$135,820.33 | -4.1% | +0.109% |
| BNDX Vanguard Total International Bond ETF | 58,632 | $2.9M | $2.77M | - | -$127,461.79 | -4.4% | +0.34% |
| BRK-B Berkshire Hathaway Inc. | 850 | $319,741.74 | $447,040.5 | - | $127,298.76 | 39.81% | -0.08% |
| CALI China Auto Logistics Inc. | 6,349 | $320,586.04 | $317,196.04 | - | -$3,390 | -1.06% | +0.11% |
| CATF American Century California Municipal Bond ETF | 21,389 | $1.07M | $1.03M | - | -$43,117.11 | -4.03% | +0.769% |
| CLOA iShares AAA CLO ETF | 33,919 | $1.76M | $1.76M | - | -$170.1 | -0.01% | -0.019% |
| CMF iShares California Muni Bond ETF | 63,540 | $3.65M | $3.48M | - | -$168,572.74 | -4.62% | +0.643% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Lora Rommel?
The largest contributions to the portfolio's profits come from the following stocks: ISHARES S&P 500 GROWTH ETF (3IS8) - $3.98M, State Street Technology Select Sector SPDR ETF - $2.71M, ISHARES S&P 500 VALUE ETF - $1.78M, iShares MSCI EAFE Value ETF - $1.34M, and iShares MSCI USA Momentum Factor ETF - $1.33M. 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: iShares MSCI Brazil ETF - $78,772.73, iShares S&P Mid-Cap 400 Value ETF - $66,563.11, SPDR Gold Shares - $61,251.46, Vanguard Growth ETF - $56,177.4, and Avantis Core Fixed Income ETF - $48,207.85. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lora Rommel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.43M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $686,981.58, iShares Flexible Income Active ETF - $447,609.4, iShares MSCI EAFE Value ETF - $376,519.58, ISHARES S&P 500 VALUE ETF - $343,656.21, and iShares California Muni Bond ETF - $339,290.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lora Rommel's monthly returns?
Lora Rommel's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Lora Rommel's strategy be considered aggressive or moderate?
Lora Rommel's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Lora Rommel's strategy?
Lora Rommel's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
