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:
43.77%
Gain -0.63%
Monthly
1.14%
Yearly
14.57%
Drawdown
15.15%
$195.95M
Equity
Holdings
$195.95M
Investment
$171.83M
$46.36M
Profit -$1.02M
Realized
$22.24M
Unrealized
$24.12M
Dividends
$8.91M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.63%
Profit
-$1.02M
Win %
67%
This Week
Compared To Last Week
Gain
-0.58%
Profit
-$1.15M
Win %
67%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.02M
Win %
67%
This Year
Compared to last year
Gain
0.93%
Profit
$1.81M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$73,278.46 
GOOG Alphabet Inc
+6.88%
+$30,825.74 
GOOGL Alphabet Inc
+6.73%
+$23,166.57 
ANET Arista Networks, Inc.
+5.46%
+$11,793.13 
MSFT Microsoft Corp.
+3.02%
+$17,814.95 
NVDA NVIDIA Corporation
+2.93%
+$16,336.33 
CVX Chevron Corporation
+2.35%
+$5,708.76 
MRVL Marvell Technology, Inc.
+2.32%
+$2,892.54 
CSCO Cisco Systems, Inc.
+2.14%
+$4,269.51 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,132.42 
VZ Verizon Communications Inc.
+1.52%
+$3,619 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$11,078.83 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$67,691.52 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$119,270.37 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$3,530.82 
USO United States Oil Fund, LP
+1.33%
+$10,766.99 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,442.14 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$14,474.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,184.56 
OEF iShares S&P 100 ETF
+0.95%
+$7,182.94 
ISMF iShares Managed Futures Strategy ETF
+0.94%
+$6,744.08 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$40,548.28 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$72,065.16 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$27,588.6 
SHLD Global X Defense Tech ETF
+0.77%
+$48,927.84 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$9,206.35 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,862.56 
IVV iShares Core S&P 500 ETF
+0.69%
+$11,714.56 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,056.16 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$5,010.7 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$22,646.61 
ARTY iShares Future AI & Tech ETF
+0.6%
+$1,388.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,408.57 
AVUS Avantis U.S. Equity ETF
+0.57%
+$91,990.8 
BALI iShares Adaptive Large Cap ETF
+0.56%
+$3,621.02 
STX Seagate Technology Holdings plc
+0.52%
+$1,192.6 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,297.6 
BIDD iShares International Dividend Active ETF
+0.43%
+$7,930.71 
AVGO Broadcom Inc.
+0.37%
+$2,000.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,581 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$10,138.97 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$10,691.55 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,894.64 
JPM JPMorgan Chase & Co.
+0.27%
+$2,813.42 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$2,635 
JNJ Johnson & Johnson
+0.21%
+$573.46 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$5,156.53 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,068.52 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$3,614.2 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.13%
+$361.76 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$618.75 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$576.78 
SECU iShares Securitized Income Active ETF
+0.08%
+$226.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$237.24 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,286.76 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$269.2 
CLOA iShares AAA CLO ETF
+0.02%
+$339.19 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
TMET iShares Strategic Metals ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$154,083.68 
WSM Williams-Sonoma, Inc.
-2%
-$6,505.37 
BAR GraniteShares Gold Trust
-1.51%
-$8,064.2 
IAU iShares Gold Trust
-1.46%
-$29,140.44 
DE Deere & Company
-1.13%
-$3,780.79 
GKOS Glaukos Corporation
-1.07%
-$18,025.2 
TAN Invesco Solar ETF
-1.02%
-$5,699.76 
EW Edwards Lifesciences Corporation
-0.98%
-$6,494 
COPX Global X Copper Miners ETF
-0.81%
-$5,843.84 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,325 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$16,730.34 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$70,885.5 
ICLN iShares Global Clean Energy ETF
-0.68%
-$4,407.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$5,704.05 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$3,688.66 
SCHF Schwab International Equity ETF
-0.58%
-$5,152.96 
LLY Eli Lilly and Company
-0.53%
-$1,446.68 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$11,735.56 
AVNM Avantis All International Markets Equity ETF
-0.47%
-$1,110.73 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$13,920.2 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$11,651.94 
MBB iShares MBS ETF
-0.4%
-$4,021.9 
GII SPDR S&P Global Infrastructure ETF
-0.38%
-$816.64 
AXP American Express Company
-0.38%
-$1,451.6 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$18,830.58 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$2,619.81 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$4,499.39 
SDY SPDR S&P Dividend ETF
-0.28%
-$2,327.6 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$3,804.87 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$5,308.16 
VTV Vanguard Value ETF
-0.27%
-$3,406.01 
BNDX Vanguard Total International Bond ETF
-0.23%
-$6,449.52 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,652.05 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,390.4 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$7,281.9 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$21,531.63 
CATF American Century California Municipal Bond ETF
-0.2%
-$2,138.9 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$425 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$552 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$5,144.74 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$4,930.1 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$830.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,571.04 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$444.36 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,213.92 
MUB iShares National Muni Bond ETF
-0.11%
-$883.68 
JPIE JPMorgan Income ETF
-0.09%
-$296 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$269.46 
BINC iShares Flexible Income Active ETF
-0.08%
-$2,509.5 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.06%
-$154.56 
CMF iShares California Muni Bond ETF
-0.05%
-$1,906.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$257 
V Visa Inc. Class A
-0.04%
-$118.43 
ILF iShares Latin America 40 ETF
-0.03%
-$241.41 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.02%
-$136.1 
CALI China Auto Logistics Inc.
-0.02%
-$63.49 Events
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Dividends
Dividend Analysis
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| Trades 1091 | Longs Won 765/1091 70% | Profit Factor 11.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $163,758.04 |
| Average Win $66,324.33 | Best Trade (Aug 13) $2.43M | Sharpe Ratio -9.64 |
| Average Loss -$13,439.06 | Worst Trade (Aug 02) -$991,231.98 | Z-Score -1.93 (97.2%) |
| Commissions $0 | Avg. Trade Length 1y 6d | Expectancy $42,490.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,284 | $1.22M | $1.94M | - | $724,818.6 | 59.59% | -7.354% |
| AMZN Amazon.com Inc | 2,031 | $316,382.29 | $551,578.96 | - | $235,196.67 | 74.34% | +15.321% |
| ANET Arista Networks, Inc. | 1,264 | $214,728 | $227,962.41 | - | $13,234.41 | 6.16% | +5.456% |
| ARTY iShares Future AI & Tech ETF | 3,472 | $264,428 | $231,408.8 | - | -$33,019.2 | -12.49% | +0.604% |
| AVGO Broadcom Inc. | 1,389 | $161,555.57 | $540,709.92 | - | $379,154.35 | 234.69% | +0.371% |
| AVNM Avantis All International Markets Equity ETF | 2,848 | $217,025.7 | $233,792.31 | - | $16,766.61 | 7.73% | -0.473% |
| AVUS Avantis U.S. Equity ETF | 127,765 | $13.48M | $16.3M | - | $2.82M | 20.9% | +0.567% |
| AXP American Express Company | 1,143 | $265,975.64 | $384,333.75 | - | $118,358.11 | 44.5% | -0.376% |
| BAI iShares A.I. Innovation and Tech Active ETF | 87,103 | $4.59M | $3.6M | - | -$991,231.98 | -21.59% | +0.633% |
| BALI iShares Adaptive Large Cap ETF | 19,058 | $617,244.58 | $650,258.96 | - | $33,014.38 | 5.35% | +0.56% |
| BAR GraniteShares Gold Trust | 13,220 | $272,415.04 | $526,817 | - | $254,401.96 | 93.39% | -1.508% |
| BIDD iShares International Dividend Active ETF | 61,005 | $1.58M | $1.83M | - | $253,171.09 | 16.03% | +0.435% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,908 | $724,666.65 | $725,005.44 | - | $338.79 | 0.05% | +0.033% |
| BINC iShares Flexible Income Active ETF | 62,739 | $3.32M | $3.26M | - | -$53,945.93 | -1.63% | -0.077% |
| BNDX Vanguard Total International Bond ETF | 58,632 | $2.9M | $2.8M | - | -$94,627.87 | -3.27% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 850 | $319,741.74 | $434,809 | - | $115,067.26 | 35.99% | +0.365% |
| CALI China Auto Logistics Inc. | 6,349 | $320,586.04 | $319,767.38 | - | -$818.66 | -0.26% | -0.02% |
| CATF American Century California Municipal Bond ETF | 21,389 | $1.07M | $1.05M | - | -$16,594.75 | -1.55% | -0.203% |
| CLOA iShares AAA CLO ETF | 33,919 | $1.76M | $1.76M | - | $5,426.53 | 0.31% | +0.019% |
| CMF iShares California Muni Bond ETF | 63,540 | $3.65M | $3.59M | - | -$58,648.54 | -1.61% | -0.053% |
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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 - $1.77M, 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 $8.91M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $667,161.49, iShares Flexible Income Active ETF - $433,309.93, iShares MSCI EAFE Value ETF - $376,519.58, ISHARES S&P 500 VALUE ETF - $333,013.57, and iShares California Muni Bond ETF - $330,137.89. 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.
