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
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.
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.
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:
54.93%
Gain -1.2%
Monthly
1.31%
Yearly
16.98%
Drawdown
17.73%
$1.15B
Equity
Holdings
$1.15B
Investment
$836.11M
$356.16M
Profit -$12.65M
Realized
$43.6M
Unrealized
$312.56M
Dividends
$34.83M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.2%
Profit
-$12.65M
Win %
97%
This Week
Compared To Last Week
Gain
-2.21%
Profit
-$25.99M
Win %
97%
This Month
Compared to last month
Gain
-0.86%
Profit
-$9.9M
Win %
97%
This Year
Compared to last year
Gain
-0.92%
Profit
-$10.7M
Win %
98%
VUG Vanguard Growth ETF
-1.96%
-$581,665.92 
VXF Vanguard Extended Market ETF
-1.95%
-$4.9M 
AVEM Avantis Emerging Markets Equity ETF
-1.45%
-$1.41M 
IEMG iShares Core MSCI Emerging Markets ETF
-1.45%
-$166,176.08 
VOO Vanguard S&P 500 ETF
-1.09%
-$421,703.92 
AVLC Avantis U.S. Large Cap Equity ETF
-1.09%
-$2M 
AVUS Avantis U.S. Equity ETF
-0.87%
-$3.29M 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.08%
-$11,992.26 Events
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Dividends
Dividend Analysis
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| Trades 125 | Longs Won 115/125 92% | Profit Factor 53.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $14.23M |
| Average Win $3.16M | Best Trade (Oct 14) $138.78M | Sharpe Ratio -114.4 |
| Average Loss -$674,719.29 | Worst Trade (Oct 15) -$6.91M | Z-Score 18.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 5d | Expectancy $2.85M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 3.39% |
| Consecutive Losing Trades | 1,704 | 1,533 | 1,363 | 1,193 | 1,022 | 852 | 681 | 511 | 341 | 170 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AVDE Avantis International Equity ETF | 1.43M | $86.28M | $128.4M | - | $42.12M | 48.82% | +0.095% |
| AVEM Avantis Emerging Markets Equity ETF | 1.08M | $60.67M | $95.81M | - | $35.14M | 57.93% | -1.449% |
| AVLC Avantis U.S. Large Cap Equity ETF | 2.01M | $111.73M | $181.62M | - | $69.89M | 62.55% | -1.089% |
| AVUS Avantis U.S. Equity ETF | 2.91M | $237.61M | $373.82M | - | $136.21M | 57.32% | -0.871% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 171,318 | $12.28M | $15.32M | - | $3.05M | 24.81% | -0.078% |
| IEMG iShares Core MSCI Emerging Markets ETF | 147,059 | $7.55M | $11.32M | - | $3.76M | 49.83% | -1.447% |
| VOO Vanguard S&P 500 ETF | 54,519 | $24.66M | $38.26M | - | $13.6M | 55.13% | -1.09% |
 VTV Vanguard Value ETF | 125,436 | $21.19M | $27.98M | - | $6.79M | 32.03% | +0.027% |
| VUG Vanguard Growth ETF | 330,492 | $20.78M | $29.09M | - | $8.31M | 39.97% | -1.96% |
| VXF Vanguard Extended Market ETF | 1.09M | $253.36M | $247.06M | - | -$6.3M | -2.49% | -1.946% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Kevin Charles Root?
The largest contributions to the portfolio's profits come from the following stocks: Avantis U.S. Large Cap Equity ETF - $28.19M, Avantis U.S. Equity ETF - $14.19M, Avantis International Equity ETF - $10.84M, Avantis Emerging Markets Equity ETF - $7.86M, and Vanguard S&P 500 ETF - $4.51M. 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: SPDR S&P 600 Small Cap Growth ETF - $15,604.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kevin Charles Root's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.83M earned over time. The largest contributors to dividend income include Avantis U.S. Equity ETF - $9.94M, Avantis International Equity ETF - $8.68M, Avantis Emerging Markets Equity ETF - $5.73M, Avantis U.S. Large Cap Equity ETF - $4.91M, and iShares Core MSCI International Developed Markets ETF (IDEV) - $1.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kevin Charles Root's monthly returns?
Kevin Charles Root's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Kevin Charles Root's strategy be considered aggressive or moderate?
Kevin Charles Root'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 Kevin Charles Root's strategy?
Kevin Charles Root'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.
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