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:
19.67%
Gain
Monthly
0.59%
Yearly
7.33%
Drawdown
16.58%
$192.88M
Equity
Holdings
$192.88M
Investment
$171.83M
$42.55M
Profit -$877,390.55
Realized
$21.49M
Unrealized
$21.05M
Dividends
$8.71M
Goals
Avg. 48.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$877,390.55
Win %
67%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$1.34M
Win %
67%
This Month
Compared to last month
Gain
-0.58%
Profit
-$1.13M
Win %
67%
This Year
Compared to last year
Gain
-0.65%
Profit
-$1.25M
Win %
72%
WSM Williams-Sonoma, Inc.
+2.71%
+$8,438.82 
VZ Verizon Communications Inc.
+2.54%
+$5,635.3 
MSFT Microsoft Corp.
+2.09%
+$10,817.17 
SCHD Schwab U.S. Dividend Equity ETF
+1.96%
+$32,475.17 
V Visa Inc. Class A
+1.84%
+$5,532.84 
SDY SPDR S&P Dividend ETF
+1.73%
+$13,965.6 
AAPL Apple Inc.
+1.65%
+$33,933.6 
FVD First Trust Value Line Dividend Index Fund
+1.62%
+$7,293.28 
LLY Eli Lilly and Company
+1.24%
+$3,396.04 
DE Deere & Company
+1.17%
+$3,819.72 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.11%
+$3,087.75 
CVX Chevron Corporation
+1.06%
+$2,424.96 
DGRO iShares Core Dividend Growth ETF
+0.98%
+$12,971.25 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.86%
+$2,919.15 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.86%
+$6,218.18 
GKOS Glaukos Corporation
+0.85%
+$13,318.62 
IVE ISHARES S&P 500 VALUE ETF
+0.75%
+$19,844.26 
JNJ Johnson & Johnson
+0.73%
+$1,947.6 
RSP Invesco S&P 500 Equal Weight ETF
+0.67%
+$6,050.55 
VOOV Vanguard S&P 500 Value ETF
+0.67%
+$68,029.34 
AXP American Express Company
+0.64%
+$2,617.47 
AMZN Amazon.com Inc
+0.61%
+$3,145.82 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$28,774.88 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$11,988.63 
JEPI JPMorgan Equity Premium Income Fund
+0.41%
+$12,540.31 
VTV Vanguard Value ETF
+0.35%
+$4,445.21 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$754.8 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$818.3 
GOOG Alphabet Inc
+0.29%
+$1,448.96 
GOOGL Alphabet Inc
+0.27%
+$1,027.8 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$646.42 
BALI iShares Adaptive Large Cap ETF
+0.13%
+$857.61 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$528.72 
ISMF iShares Managed Futures Strategy ETF
+0.07%
+$512.89 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$264.67 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$39.54 
SHV iShares Short Treasury Bond ETF
+0.01%
+$214.46 
HIMU
0%
$0 
TMET iShares Strategic Metals ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-9.37%
-$20,799.99 
MRVL Marvell Technology, Inc.
-8.61%
-$12,052.25 
BAI iShares A.I. Innovation and Tech Active ETF
-4.82%
-$190,755.57 
AVGO Broadcom Inc.
-4.1%
-$22,474.02 
ARTY iShares Future AI & Tech ETF
-3.72%
-$8,888.32 
ICLN iShares Global Clean Energy ETF
-3.72%
-$26,079.72 
DRIV Global X Autonomous & Electric Vehicles ETF
-3.45%
-$23,914.89 
COPX Global X Copper Miners ETF
-3.42%
-$24,105.84 
MTUM iShares MSCI USA Momentum Factor ETF
-3.02%
-$33,358.5 
TAN Invesco Solar ETF
-2.99%
-$18,663.92 
CSCO Cisco Systems, Inc.
-2.62%
-$5,147.66 
ANET Arista Networks, Inc.
-2.54%
-$5,530 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.52%
-$36,955.2 
NVDA NVIDIA Corporation
-2.41%
-$14,648.32 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$45,869.38 
IEMG iShares Core MSCI Emerging Markets ETF
-1.91%
-$24,988.8 
FTEC Fidelity MSCI Information Technology Index ETF
-1.89%
-$14,368.18 
USO United States Oil Fund, LP
-1.76%
-$13,602.08 
IAU iShares Gold Trust
-1.73%
-$34,037.58 
BAR GraniteShares Gold Trust
-1.67%
-$8,791.3 
ILF iShares Latin America 40 ETF
-1.4%
-$11,708.39 
VOT Vanguard Mid-Cap Growth ETF
-1.35%
-$17,127.5 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$12,044.16 
SPEM SPDR Portfolio Emerging Markets ETF
-1.14%
-$41,736.6 
AVNM Avantis All International Markets Equity ETF
-1.1%
-$2,591.68 
VWO Vanguard FTSE Emerging Markets ETF
-1.1%
-$2,555.16 
VOOG Vanguard S&P 500 Growth ETF
-1.1%
-$96,577.34 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.08%
-$6,713.85 
SCHF Schwab International Equity ETF
-1.07%
-$9,500.77 
BIDD iShares International Dividend Active ETF
-1.07%
-$19,521.6 
IUSG iShares Core S&P U.S. Growth ETF
-1.06%
-$2,850.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.04%
-$50,768.64 
EFG iShares MSCI EAFE Growth ETF
-0.95%
-$2,912.5 
CORO Ishares International Country Rotational Active ETF
-0.88%
-$89,259.02 
FNDF Schwab Fundamental International Large Company Index ETF
-0.75%
-$4,610.8 
SHLD Global X Defense Tech ETF
-0.72%
-$44,340.86 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.71%
-$1,777.44 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.67%
-$61,867.26 
THRO iShares U.S. Thematic Rotation Active ETF
-0.64%
-$29,344.15 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.61%
-$13,941.95 
PFF iShares Preferred and Income Securities ETF
-0.49%
-$3,093.75 
JPM JPMorgan Chase & Co.
-0.46%
-$4,818.7 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$9,552.2 
NUV Nuveen Municipal Value Fund, Inc.
-0.43%
-$14,184.12 
CATF American Century California Municipal Bond ETF
-0.33%
-$3,529.18 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.33%
-$1,949.6 
EW Edwards Lifesciences Corporation
-0.32%
-$2,139.2 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.29%
-$833.17 
CMF iShares California Muni Bond ETF
-0.28%
-$10,166.4 
IVV iShares Core S&P 500 ETF
-0.27%
-$4,752.2 
VOO Vanguard S&P 500 ETF
-0.27%
-$1,110.28 
OEF iShares S&P 100 ETF
-0.27%
-$2,086.38 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.18%
-$486.6 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.18%
-$1,366.56 
TLT iShares 20+ Year Treasury Bond ETF
-0.18%
-$1,533.87 
BNDX Vanguard Total International Bond ETF
-0.17%
-$4,690.56 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.14%
-$3,986.19 
PYLD PIMCO Multisector Bond Active ETF
-0.13%
-$3,460.93 
IEF iShares 7-10 Year Treasury Bond ETF
-0.13%
-$2,449.92 
MUB iShares National Muni Bond ETF
-0.13%
-$994.14 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.12%
-$261.8 
AVUS Avantis U.S. Equity ETF
-0.11%
-$18,525.92 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.11%
-$1,292.22 
IALT iShares Systematic Alternatives Active ETF
-0.1%
-$2,710.65 
GII SPDR S&P Global Infrastructure ETF
-0.1%
-$211.2 
SYSB iShares Systematic Bond ETF
-0.1%
-$739.08 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.09%
-$258.4 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.09%
-$2,784.04 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.08%
-$644.89 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.08%
-$238.98 
MBB iShares MBS ETF
-0.06%
-$627.2 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.05%
-$1,820.47 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.05%
-$673 
SECU iShares Securitized Income Active ETF
-0.05%
-$135.7 
BINC iShares Flexible Income Active ETF
-0.04%
-$1,254.78 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$128.5 
CALI China Auto Logistics Inc.
-0.02%
-$63.49 
CLOA iShares AAA CLO ETF
-0.02%
-$339.19 
JPIE JPMorgan Income ETF
-0.01%
-$37 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1091 | Longs Won 737/1091 67% | Profit Factor 12.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,019.95 |
| Average Win $62,797.84 | Best Trade (Jul 16) $2.28M | Sharpe Ratio -9.47 |
| Average Loss -$10,555.86 | Worst Trade (Jul 16) -$825,736.28 | Z-Score -4.75 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 4d | Expectancy $38,996.55 |
| 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 | 18,182 | 16,364 | 14,545 | 12,727 | 10,909 | 9,091 | 7,273 | 5,455 | 3,636 | 1,818 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
