Kevin Charles Root Portfolio

Invests via Oak Root LLC | Managed by Kevin Charles Root

Invests via Oak Root LLC

Managed by Kevin Charles Root

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 06:45 PM

Kevin Charles Root Profile

Veteran operator and investor focused on growth-stage technology companies, with experience leading product and commercial teams and advising boards on scaling and exit strategy. Kevin Charles Root brings entrepreneurial operating experience, venture and angel investments, and sector expertise in software, cloud services and fintech. Known for sourcing deals, active portfolio guidance and bridging founders to strategic acquirers and institutional capital.

Investment Philosophy & Strategy

Invests in growth-stage technology companies with a pragmatic, founder-aligned approach that prioritizes scalable product-market fit, repeatable go-to-market motion and clear exit pathways. Prefers software, cloud services and fintech, deploying angel and venture capital with concentrated, active stakes. Emphasizes rapid operational lift—product and commercial KPIs, board governance, and capital raises—to de-risk scale. Time horizon is growth-to-exit, blending patient scaling with opportunistic M&A or institutional follow-on capital. Risk discipline centers on unit economics and customer retention.

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:

6.58%

Gain

Monthly

0.21%

Yearly

2.54%

Drawdown

32.28%

$899.12M

Equity

Holdings

$899.12M

Investment

$583.89M

$358.76M

Profit -$6.22M

Realized

$43.53M

Unrealized

$315.23M

Dividends

$32.2M

Goals

Avg. 48% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

96%

Today

Compared To Yesterday

Gain

Profit

-$6.22M

Win %

100%

This Week

Compared To Last Week

Gain

-0.87%

Profit

-$7.85M

Win %

100%

This Month

Compared to last month

Gain

-1.14%

Profit

-$10.34M

Win %

100%

This Year

Compared to last year

Gain

-0.79%

Profit

-$7.15M

Win %

100%

Gainers
Losers

VTV Vanguard Value ETF

+0.37%

+$101,603.16

IEMG iShares Core MSCI Emerging Markets ETF

-2.03%

-$237,500.29

AVEM Avantis Emerging Markets Equity ETF

-1.81%

-$1.8M

VUG Vanguard Growth ETF

-1.28%

-$370,151.04

AVDE Avantis International Equity ETF

-0.97%

-$1.25M

IDEV iShares Core MSCI International Developed Markets ETF (IDEV)

-0.73%

-$112,213.29

VOO Vanguard S&P 500 ETF

-0.58%

-$219,711.57

AVLC Avantis U.S. Large Cap Equity ETF

-0.54%

-$984,275.25

VXF Vanguard Extended Market ETF

-0.42%

-$6,681.74

AVUS Avantis U.S. Equity ETF

-0.36%

-$1.35M

Events

Dividends

Dividend Analysis

No Data

Trades 124	Longs Won 114/124 91%	Profit Factor 3,849.6
Profitability	Shorts Won 0/0 0%	Standard Deviation $14.08M
Average Win $3.15M	Best Trade (Jul 14) $132.87M	Sharpe Ratio -13.01
Average Loss -$9,321.89	Worst Trade (Jun 29) -$32,236.06	Z-Score 19.92 (100%)
Commissions $0	Avg. Trade Length 1y 5m 2d	Expectancy $2.89M

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%	0.3%	6.43%
Consecutive Losing Trades	100,000	90,000	80,000	70,000	60,000	50,000	40,000	30,000	20,000	10,000