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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
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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:
43.51%
Gain -0.21%
Monthly
1.14%
Yearly
14.52%
Drawdown
10.92%
$19.82M
Equity
Holdings
$19.82M
Investment
$16.64M
$62.87M
Profit -$45,242.32
Realized
$59.69M
Unrealized
$3.19M
Dividends
$13.8M
Goals
Avg. 2.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$45,242.32
Win %
77%
This Week
Compared To Last Week
Gain
0.34%
Profit
$66,135.97
Win %
77%
This Month
Compared to last month
Gain
-0.54%
Profit
-$107,133.62
Win %
77%
This Year
Compared to last year
Gain
-19.07%
Profit
-$39.02M
Win %
81%
IEMG iShares Core MSCI Emerging Markets ETF
+2.79%
+$13,374.8 
VPL Vanguard FTSE Pacific ETF
+2.62%
+$32,835.35 
QQQ Invesco QQQ Trust, Series 1
+1.91%
+$5,874.54 
NVDA NVIDIA Corporation
+1.86%
+$4,686.31 
VWO Vanguard FTSE Emerging Markets ETF
+1.36%
+$9,684.65 
VO Vanguard Mid-Cap ETF
+0.91%
+$3,398.8 
VOO Vanguard S&P 500 ETF
+0.8%
+$45,935.61 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$2,443.37 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.57%
+$2,530.46 
EUSA iShares MSCI USA Equal Weighted ETF
+0.52%
+$2,036.38 
IEF iShares 7-10 Year Treasury Bond ETF
+0.51%
+$2,427.25 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.49%
+$1,251.25 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.44%
+$2,398.94 
AGG iShares Core U.S. Aggregate Bond ETF
+0.41%
+$5,731.56 
BND Vanguard Total Bond Market Index Fund
+0.39%
+$7,419.69 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.36%
+$858.91 
TIP iShares TIPS Bond ETF
+0.31%
+$1,429.78 
AAPL Apple Inc.
+0.23%
+$1,456.56 
MLPX Global X MLP & Energy Infrastructure ETF
+0.22%
+$925.04 
BSV Vanguard Short-Term Bond ETF
+0.17%
+$403.25 
Events
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Dividends
Dividend Analysis
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| Trades 987 | Longs Won 765/987 77% | Profit Factor 21.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $245,341.33 |
| Average Win $86,227.6 | Best Trade (Mar 31) $4.06M | Sharpe Ratio -9.31 |
| Average Loss -$13,930.97 | Worst Trade (Dec 31) -$687,760.87 | Z-Score -7.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $63,699.53 |
| 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% | 1.24% |
| Consecutive Losing Trades | 1,422 | 1,280 | 1,138 | 996 | 853 | 711 | 569 | 427 | 284 | 142 |
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Returns
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