Mark Romin Portfolio
Invests via Lakeshore Financial Planning, Inc. | Managed by Jeffrey F. Brayton, Mark E. Romin, Richard Davenport
Invests via Lakeshore Financial Planning, Inc.
Managed by Jeffrey F. Brayton, Mark E. Romin, Richard Davenport
Automatically Tracked
Mark Romin Profile
Senior private investor and operator focused on real estate and technology sectors, with experience in company formation, capital allocation and portfolio oversight. Mark Romin has led operating teams and advised on M&A, fundraising and asset management for middle-market companies. Active in direct investments, strategic partnerships and board roles; often emphasizes scalable business models and capital efficiency.
Senior private investor and operator focused on real estate and technology sectors, with experience in company formation, capital allocation and portfolio oversight. Mark Romin has led operating teams and advised on M&A, fundraising and asset management for middle-market companies. Active in direct investments, strategic partnerships and board roles; often emphasizes scalable business models and capital efficiency.
Investment Philosophy & Strategy
Combines operational experience and private-investor discipline to target real estate and technology opportunities where scalable business models meet capital efficiency. Prefers middle-market direct investments, control or partner-led positions, and active board or operating roles to accelerate value creation. Investment decisions emphasize unit economics, repeatable cash flow, disciplined leverage and clear exit pathways over a 3–7 year horizon. Opportunistic on strategic M&A, constructive on fundraising and focused on downside protection.
Combines operational experience and private-investor discipline to target real estate and technology opportunities where scalable business models meet capital efficiency. Prefers middle-market direct investments, control or partner-led positions, and active board or operating roles to accelerate value creation. Investment decisions emphasize unit economics, repeatable cash flow, disciplined leverage and clear exit pathways over a 3–7 year horizon. Opportunistic on strategic M&A, constructive on fundraising and focused on downside protection.
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:
7.44%
Gain
Monthly
0.21%
Yearly
2.6%
Drawdown
31.54%
$308.85M
Equity
Holdings
$308.85M
Investment
$223.24M
$98.69M
Profit +$471,202.83
Realized
$13.08M
Unrealized
$85.61M
Dividends
$12.65M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$471,202.83
Win %
82%
This Week
Compared To Last Week
Gain
0.39%
Profit
$1.18M
Win %
82%
This Month
Compared to last month
Gain
1.82%
Profit
$5.53M
Win %
82%
This Year
Compared to last year
Gain
11.96%
Profit
$33M
Win %
82%
WM Waste Management, Inc.
+4.28%
+$20,208.84 
MDLZ Mondelez International, Inc.
+3.98%
+$8,538.66 
IBM International Business Machines Corporation
+3.73%
+$7,618.18 
CCC CCC Intelligent Solutions Holdings Inc.
+3.58%
+$12,581.8 
PM Philip Morris International Inc.
+3.55%
+$9,931.74 
ABBV AbbVie Inc.
+3.4%
+$11,409.63 
KR Kroger Co.
+2.94%
+$5,205.76 
PEP PepsiCo, Inc.
+2.78%
+$6,032 
KO The Coca-Cola Company
+2.78%
+$24,340.41 
GILD Gilead Sciences Inc.
+2.77%
+$6,398.47 
SBUX Starbucks Corporation
+2.74%
+$6,739.2 
COST Costco Wholesale Corporation
+2.65%
+$13,736.82 
TSCO Tractor Supply Company
+2.54%
+$3,675.82 
KMB Kimberly-Clark Corporation
+2.52%
+$5,861.16 
MCD McDonald's Corporation
+2.48%
+$15,432.23 
WMT Walmart Inc.
+2.47%
+$8,481.78 
FITB Fifth Third Bancorp
+2.33%
+$26,559.9 
SCHD Schwab U.S. Dividend Equity ETF
+2.09%
+$256,303.58 
MSFT Microsoft Corp.
+2.06%
+$169,238.95 
V Visa Inc. Class A
+1.94%
+$5,589 
DIS The Walt Disney Company
+1.94%
+$4,109.68 
PG Procter & Gamble Co
+1.81%
+$7,954.24 
TGT Target Corporation
+1.79%
+$4,201.47 
VHT Vanguard Health Care ETF
+1.74%
+$294,556.16 
CINF Cincinnati Financial Corporation
+1.71%
+$6,845.02 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$130,514.32 
CVX Chevron Corporation
+1.37%
+$4,121.76 
AFL Aflac Inc.
+1.32%
+$5,232 
DTM Dt Midstream Inc.
+1.29%
+$5,384.32 
JNJ Johnson & Johnson
+1.15%
+$5,830.52 
AAPL Apple Inc.
+1.14%
+$141,869.64 
PFE Pfizer Inc.
+1.11%
+$2,801.15 
XOM Exxon Mobil Corporation
+1.1%
+$7,471.41 
HD The Home Depot, Inc.
+1.07%
+$6,167.26 
SO The Southern Company
+1.05%
+$8,292.33 
NFLX Netflix, Inc.
+0.81%
+$2,364 
RSP Invesco S&P 500 Equal Weight ETF
+0.77%
+$61,866.65 
IWD iShares Russell 1000 Value ETF
+0.75%
+$1,896.66 
DTE DTE Energy Company
+0.73%
+$6,295.88 
IJR iShares Core S&P Small-Cap ETF
+0.7%
+$41,664.53 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,144.18 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$1,854.51 
DAL Delta Air Lines, Inc.
+0.4%
+$1,541.9 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$807.5 
IJH iShares Core S&P Mid-Cap ETF
+0.28%
+$7,757.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.25%
+$533.6 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$69,869.18 
PSH PGIM Short Duration High Yield Fund
+0.06%
+$601.41 
IFRA iShares U.S. Infrastructure
+0.06%
+$247.56 
PAAA PGIM AAA CLO ETF
+0.05%
+$598.18 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$70.65 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$7,689.39 
HOOD Robinhood Markets, Inc.
-7.54%
-$53,549.89 
GS The Goldman Sachs Group, Inc.
-5.02%
-$22,657.6 
ORCL Oracle Corporation
-5.01%
-$13,094.08 
NVDA NVIDIA Corporation
-2.71%
-$25,041.74 
GOOG Alphabet Inc
-2.67%
-$36,574.96 
SOFI SoFi Technologies, Inc.
-2.52%
-$41,524.65 
IYW iShares U.S. Technology ETF
-2.09%
-$95,758 
KLAC KLA Corporation
-1.96%
-$6,628.9 
META Meta Platforms Inc Class A
-1.92%
-$7,932.54 
GLD SPDR Gold Shares
-1.86%
-$3,785.24 
IWF iShares Russell 1000 Growth ETF
-1.83%
-$7,024.08 
QQQ Invesco QQQ Trust, Series 1
-1.53%
-$83,653.98 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$46,072.25 
MGK Vanguard Mega Cap Growth ETF
-1.3%
-$9,610.6 
IXUS iShares Core International Stock ETF
-1.15%
-$3,311.28 
JPM JPMorgan Chase & Co.
-1.08%
-$31,873.44 
TSLA Tesla, Inc.
-1.03%
-$2,554.02 
AMZN Amazon.com Inc
-0.94%
-$8,144.22 
EFA iShares MSCI EAFE ETF
-0.8%
-$5,097.12 
DFIV Dimensional International Value ETF
-0.6%
-$22,385.37 
DFUS Dimensional U.S. Equity Market ETF
-0.59%
-$12,763.75 
IVV iShares Core S&P 500 ETF
-0.55%
-$294,781.2 
VOO Vanguard S&P 500 ETF
-0.55%
-$117,051.4 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$2,772.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.54%
-$1,288.67 
IWV ISHARES RUSSELL 3000 ETF
-0.48%
-$18,327.82 
F Ford Motor Company
-0.39%
-$1,121.67 
NOC Northrop Grumman Corporation
-0.37%
-$1,940 
BAC Bank of America Corporation
-0.23%
-$1,002.26 
IWM iShares Russell 2000 ETF
-0.15%
-$3,647.21 
SRE Sempra
-0.07%
-$265.23 
XLF Financial Select Sector SPDR Fund
-0.04%
-$10,793.08 
NEE NextEra Energy, Inc.
-0.03%
-$66.55 Events
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Dividends
Dividend Analysis
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| Trades 665 | Longs Won 529/665 79% | Profit Factor 58.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,134.35 |
| Average Win $189,814.49 | Best Trade (Jul 15) $16.79M | Sharpe Ratio -10.7 |
| Average Loss -$12,665.25 | Worst Trade (Jul 14) -$434,803.6 | Z-Score 15.53 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2d | Expectancy $148,405.1 |
| 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 | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
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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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