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Roberto Roman Portfolio
Invests via MGO Private Wealth LLC | Managed by Roberto Roman, Charles Young
Invests via MGO Private Wealth LLC
Managed by Roberto Roman, Charles Young
Automatically Tracked
Roberto Roman Profile
With a proven track record in the tech sector, Roberto Roman has significantly influenced startup growth and operational excellence. His experience as an entrepreneurial founder spans several successful ventures focused on innovative solutions in software development. Leveraging deep industry insights, he is adept at steering companies through pivotal growth phases while ensuring sustainable business models. Beyond his roles as a leader, he actively engages with emerging technologies to identify market opportunities that align with evolving consumer needs. Roberto's commitment to fostering talent within the startup ecosystem enhances his relevance and effectiveness in driving substantial business impact.
With a proven track record in the tech sector, Roberto Roman has significantly influenced startup growth and operational excellence. His experience as an entrepreneurial founder spans several successful ventures focused on innovative solutions in software development. Leveraging deep industry insights, he is adept at steering companies through pivotal growth phases while ensuring sustainable business models. Beyond his roles as a leader, he actively engages with emerging technologies to identify market opportunities that align with evolving consumer needs. Roberto's commitment to fostering talent within the startup ecosystem enhances his relevance and effectiveness in driving substantial business impact.
Investment Philosophy & Strategy
Innovation plays a crucial role in Roberto Roman's approach to investment and business development. His extensive background in the tech sector uniquely positions him to identify and harness emerging trends that drive startup scalability. With a keen eye for operational improvement, he not only supports entrepreneurial ventures but also strategically navigates their paths toward market leadership. Aiming for transformative growth, his hands-on involvement ensures that businesses remain agile while capitalizing on opportunities within competitive landscapes. Passionate about nurturing talent, he cultivates ecosystems conducive to breakthrough innovations, solidifying his impact as both an investor and mentor.
Innovation plays a crucial role in Roberto Roman's approach to investment and business development. His extensive background in the tech sector uniquely positions him to identify and harness emerging trends that drive startup scalability. With a keen eye for operational improvement, he not only supports entrepreneurial ventures but also strategically navigates their paths toward market leadership. Aiming for transformative growth, his hands-on involvement ensures that businesses remain agile while capitalizing on opportunities within competitive landscapes. Passionate about nurturing talent, he cultivates ecosystems conducive to breakthrough innovations, solidifying his impact as both an investor and mentor.
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:
23.35%
Gain 0%
Monthly
0.7%
Yearly
8.8%
Drawdown
9.44%
$20M
Equity
Holdings
$20M
Investment
$16.64M
$63.37M
Profit -$1,692.7
Realized
$60.01M
Unrealized
$3.36M
Dividends
$13.93M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$1,692.7
Win %
77%
This Week
Compared To Last Week
Gain
1.66%
Profit
$325,705.27
Win %
77%
This Month
Compared to last month
Gain
1.66%
Profit
$325,705.27
Win %
77%
This Year
Compared to last year
Gain
8.95%
Profit
$1.64M
Win %
80%
NVDA NVIDIA Corporation
+2.93%
+$7,023.31 
XLE Energy Select Sector SPDR Fund
+1%
+$7,392.11 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,654.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,228.38 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,091.88 
VOO Vanguard S&P 500 ETF
+0.71%
+$41,038.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,891.44 
MLPX Global X MLP & Energy Infrastructure ETF
+0.31%
+$1,372.65 
AAPL Apple Inc.
-7.35%
-$53,306.48 
VPL Vanguard FTSE Pacific ETF
-1.01%
-$11,891.44 
EWC iShares MSCI Canada ETF
-0.67%
-$1,888.8 
VGK Vanguard FTSE Europe ETF
-0.44%
-$6,351.6 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.35%
-$850.85 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$1,430.26 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,328.6 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$4,946.46 
BXSL Blackstone Secured Lending Fund
-0.26%
-$871.2 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$3,538 
EUSA iShares MSCI USA Equal Weighted ETF
-0.18%
-$737.31 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$409.2 
TIP iShares TIPS Bond ETF
-0.1%
-$469.48 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$179.22 
VO Vanguard Mid-Cap ETF
-0.05%
-$187.52 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$243.96 Events
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Dividends
Dividend Analysis
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| Trades 987 | Longs Won 792/987 80% | Profit Factor 18.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,974.48 |
| Average Win $84,602.68 | Best Trade (Mar 31) $4.06M | Sharpe Ratio -8.71 |
| Average Loss -$18,651.17 | Worst Trade (Dec 31) -$687,760.87 | Z-Score -2.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $64,202.98 |
| 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% | 1.18% |
| Consecutive Losing Trades | 1,072 | 965 | 857 | 750 | 643 | 536 | 429 | 322 | 214 | 107 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Roberto Roman?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $13.88M, SPDR S&P 500 ETF Trust - $6.51M, Vanguard FTSE Pacific ETF - $4.01M, Vanguard FTSE Europe ETF - $3.61M, and Apple Inc - $3.07M. 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: Tesla, Inc - $1.16M, Oklo Inc - $153,021.06, VanEck Agribusiness ETF - $108,021.32, Robinhood Markets, Inc - $72,161.92, and Lumen Technologies Inc - $41,703.39. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roberto Roman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.93M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $1.45M, Blackstone Secured Lending Fund - $1.25M, Vanguard S&P 500 ETF - $1.21M, iShares Core U.S. Aggregate Bond ETF - $1.1M, and Vanguard FTSE Pacific ETF - $784,061.59. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roberto Roman's monthly returns?
Roberto Roman'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 Roberto Roman's strategy be considered aggressive or moderate?
Roberto Roman's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Roberto Roman's strategy?
Roberto Roman's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
