cullen roche Portfolio
Invests via Orcam Financial Group | Managed by Cullen Roche
Invests via Orcam Financial Group
Managed by Cullen Roche
Automatically Tracked
cullen roche Profile
Cullen Roche is a prominent figure in the financial sector, recognized for his analytical insights and expertise in macroeconomic trends. With a diverse background encompassing roles as both an investor and entrepreneur, he has significantly influenced the way institutional investors approach market dynamics. His work revolves around identifying key economic indicators that drive investment decisions, demonstrating an acute understanding of capital markets. Additionally, Roche founded Orcam Financial Group, a consultancy firm dedicated to enhancing clients' strategic approaches through tailored analysis. By bridging theory with practice, he plays a critical role in informing market participants about opportunities and risks within various asset classes.
Cullen Roche is a prominent figure in the financial sector, recognized for his analytical insights and expertise in macroeconomic trends. With a diverse background encompassing roles as both an investor and entrepreneur, he has significantly influenced the way institutional investors approach market dynamics. His work revolves around identifying key economic indicators that drive investment decisions, demonstrating an acute understanding of capital markets. Additionally, Roche founded Orcam Financial Group, a consultancy firm dedicated to enhancing clients' strategic approaches through tailored analysis. By bridging theory with practice, he plays a critical role in informing market participants about opportunities and risks within various asset classes.
Investment Philosophy & Strategy
Innovation thrives in markets guided by informed foresight. Cullen Roche leverages his profound macroeconomic understanding to assess opportunities and develop actionable insights tailored for institutional investors. His entrepreneurial journey, which includes the establishment of Orcam Financial Group, embodies a commitment to blending rigorous analysis with practical investment strategies. This approach cultivates an environment where adaptive capital deployment aligns with evolving economic trends. By focusing on critical indicators, he effectively navigates complexities within diverse asset classes, ultimately aiming to enhance value creation for clients through strategic recommendations.
Innovation thrives in markets guided by informed foresight. Cullen Roche leverages his profound macroeconomic understanding to assess opportunities and develop actionable insights tailored for institutional investors. His entrepreneurial journey, which includes the establishment of Orcam Financial Group, embodies a commitment to blending rigorous analysis with practical investment strategies. This approach cultivates an environment where adaptive capital deployment aligns with evolving economic trends. By focusing on critical indicators, he effectively navigates complexities within diverse asset classes, ultimately aiming to enhance value creation for clients through strategic recommendations.
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:
49.87%
Gain -0.62%
Monthly
0.55%
Yearly
6.82%
Drawdown
13.72%
$206.39M
Equity
Holdings
$206.39M
Investment
$178.4M
$26.2M
Profit -$571,949.56
Realized
-$1.8M
Unrealized
$27.99M
Dividends
$9.95M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$571,949.56
Win %
71%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$1.67M
Win %
71%
This Month
Compared to last month
Gain
-0.35%
Profit
-$717,155.7
Win %
71%
This Year
Compared to last year
Gain
0.7%
Profit
$1.44M
Win %
68%
AMD Advanced Micro Devices, Inc.
+6.49%
+$16,934.39 
VGZ Vista Gold Corp.
+2.67%
+$4,435.74 
COF Capital One Financial Corporation
+1.57%
+$3,608.28 
CVX Chevron Corporation
+1.16%
+$2,815.2 
RTX RTX Corporation
+1.13%
+$3,159.81 
VFMO Vanguard U.S. Momentum Factor Fund
+0.95%
+$3,915.5 
XOM Exxon Mobil Corporation
+0.94%
+$9,348.32 
CTA Simplify Managed Futures Strategy ETF
+0.93%
+$3,360 
TSLA Tesla, Inc.
+0.69%
+$1,146.97 
UNH UnitedHealth Group Incorporated
+0.67%
+$1,722.16 
IAU iShares Gold Trust
+0.61%
+$3,218.5 
VPU Vanguard Utilities ETF
+0.58%
+$1,527.36 
GMOI GMO International Value ETF
+0.5%
+$5,491.15 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$1,286.64 
SCHM Schwab U.S. Mid-Cap ETF
+0.41%
+$15,571.5 
MA Mastercard Incorporated
+0.4%
+$1,019.25 
BCX BlackRock Resources & Commodities Strategy Trust
+0.4%
+$759.8 
MDY SPDR S&P MidCap 400 ETF Trust
+0.32%
+$3,513.49 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$5,711.75 
DFIV Dimensional International Value ETF
+0.29%
+$2,009.4 
AFL Aflac Inc.
+0.29%
+$915.26 
AVNM Avantis All International Markets Equity ETF
+0.28%
+$2,162.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$2,475.27 
VO Vanguard Mid-Cap ETF
+0.26%
+$5,919.32 
VNQ Vanguard Real Estate ETF
+0.25%
+$2,603.25 
VB Vanguard Small-Cap ETF
+0.24%
+$3,054.75 
CAT Caterpillar Inc.
+0.23%
+$464.93 
AAPL Apple Inc.
+0.22%
+$4,528.53 
VTV Vanguard Value ETF
+0.2%
+$5,187.73 
PG Procter & Gamble Co
+0.2%
+$500.27 
DFIC Dimensional International Core Equity Market ETF
+0.13%
+$304.45 
AVES Avantis Emerging Markets Value ETF
+0.12%
+$325.6 
IVLU iShares MSCI International Value Factor ETF
+0.11%
+$492.15 
CAOS Alpha Architect Tail Risk ETF
+0.07%
+$440.37 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$217.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$2,273.75 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$182.26 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.04%
+$347.3 
SCHF Schwab International Equity ETF
+0.04%
+$3,225.47 
IQLT iShares MSCI International Quality Factor ETF
+0.02%
+$157.01 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$147.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
AVGO Broadcom Inc.
-5.93%
-$19,716.94 
AMAT Applied Materials, Inc.
-5.13%
-$16,732.29 
PANW Palo Alto Networks, Inc.
-2.95%
-$10,839.03 
KLAC KLA Corporation
-2.68%
-$6,519.2 
LLY Eli Lilly and Company
-2.38%
-$8,421.27 
LRCX Lam Research Corporation
-1.41%
-$5,507.33 
TJX The TJX Companies, Inc.
-1.1%
-$2,684.3 
AMZN Amazon.com Inc
-0.93%
-$12,663.69 
META Meta Platforms Inc Class A
-0.85%
-$3,683.68 
CGDV Capital Group Dividend Value ETF
-0.7%
-$1,982.87 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$3,191.78 
JNJ Johnson & Johnson
-0.66%
-$2,667.62 
EMR Emerson Electric Co.
-0.63%
-$2,485.62 
VGLT Vanguard Long-Term Treasury Fund
-0.62%
-$4,743.74 
DE Deere & Company
-0.58%
-$2,238.03 
VUG Vanguard Growth ETF
-0.43%
-$3,710.46 
WMT Walmart Inc.
-0.39%
-$1,005.75 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$8,794.28 
HYD VanEck High Yield Muni ETF
-0.37%
-$5,455.66 
V Visa Inc. Class A
-0.36%
-$1,141.42 
VGT Vanguard Information Technology ETF
-0.35%
-$3,443.01 
SCHE Schwab Emerging Markets Equity ETF
-0.33%
-$13,363.08 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.32%
-$4,694.78 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$618 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$2,982.24 
MSFT Microsoft Corp.
-0.29%
-$4,055.85 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$1,037.85 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,892.27 
QLTI GMO International Quality ETF
-0.28%
-$1,001 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$1,663.38 
PL PLANET LABS PBC
-0.24%
-$1,486.26 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$763.73 
SPEM SPDR Portfolio Emerging Markets ETF
-0.23%
-$1,661.16 
SCHX Schwab U.S. Large-Cap ETF
-0.23%
-$4,100.74 
BND Vanguard Total Bond Market Index Fund
-0.22%
-$954.88 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$4,446.54 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$3,614.31 
TAIL Cambria Tail Risk ETF
-0.19%
-$370 
VOO Vanguard S&P 500 ETF
-0.19%
-$3,490.58 
PGX Invesco Preferred ETF
-0.19%
-$310 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,532.52 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$4,906.5 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$1,263.2 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.16%
-$2,362.58 
GOOGL Alphabet Inc
-0.14%
-$1,605.09 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$952.7 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$12,362.31 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$2,091.2 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$12,933.78 
GOOG Alphabet Inc
-0.12%
-$251.19 
COST Costco Wholesale Corporation
-0.1%
-$230.32 
VT Vanguard Total World Stock ETF
-0.09%
-$13,342.42 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$359.22 
JPM JPMorgan Chase & Co.
-0.07%
-$424.69 
NVDA NVIDIA Corporation
-0.06%
-$922.18 
DDV Defined Duration 5 ETF
-0.06%
-$7,474.45 
DDX Defined Duration 10 ETF
-0.05%
-$24,705.8 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$661.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$1,994.28 
DDXX Defined Duration 20 ETF
-0.03%
-$2,911.12 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$542.16 Events
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Dividends
Dividend Analysis
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| Trades 680 | Longs Won 393/680 57% | Profit Factor 6.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,896.49 |
| Average Win $79,558 | Best Trade (Aug 15) $3.93M | Sharpe Ratio -11.34 |
| Average Loss -$17,667.17 | Worst Trade (Sep 10) -$238,431.03 | Z-Score 2.73 (99.38%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $38,523.26 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,759 | $1.78M | $2.07M | - | $286,991.83 | 16.12% | +0.219% |
| AFL Aflac Inc. | 2,615 | $231,272.75 | $317,591.75 | - | $86,319 | 37.32% | +0.289% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,174 | $2.1M | $2.06M | - | -$31,761 | -1.52% | -0.215% |
| AMAT Applied Materials, Inc. | 610 | $441,030 | $309,337.09 | - | -$131,692.91 | -29.86% | -5.132% |
| AMD Advanced Micro Devices, Inc. | 540 | $313,691.38 | $277,759.8 | - | -$35,931.58 | -11.45% | +6.493% |
| AMZN Amazon.com Inc | 5,127 | $1.19M | $1.35M | - | $151,900.71 | 12.71% | -0.932% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 21,478 | $1.46M | $1.51M | - | $51,404.42 | 3.52% | -0.156% |
| AVES Avantis Emerging Markets Value ETF | 4,070 | $218,738.06 | $266,869.9 | - | $48,131.84 | 22% | +0.122% |
| AVGO Broadcom Inc. | 796 | $300,689 | $312,867.79 | - | $12,178.79 | 4.05% | -5.928% |
| AVNM Avantis All International Markets Equity ETF | 9,010 | $533,612 | $769,814.4 | - | $236,202.4 | 44.26% | +0.282% |
| BCX BlackRock Resources & Commodities Strategy Trust | 15,196 | $176,881.44 | $192,229.4 | - | $15,347.96 | 8.68% | +0.397% |
| BND Vanguard Total Bond Market Index Fund | 5,968 | $439,094.75 | $431,605.76 | - | -$7,488.99 | -1.71% | -0.221% |
| CAOS Alpha Architect Tail Risk ETF | 6,775 | $601,488.7 | $612,934.25 | - | $11,445.55 | 1.9% | +0.072% |
| CAT Caterpillar Inc. | 236 | $251,316.4 | $202,150.52 | - | -$49,165.88 | -19.56% | +0.231% |
| CGDV Capital Group Dividend Value ETF | 5,508 | $217,873.64 | $281,348.65 | - | $63,475.01 | 29.13% | -0.7% |
| COF Capital One Financial Corporation | 1,028 | $206,237.36 | $233,705.52 | - | $27,468.16 | 13.32% | +1.568% |
| COST Costco Wholesale Corporation | 249 | $232,932.02 | $239,270.32 | - | $6,338.3 | 2.72% | -0.096% |
| CTA Simplify Managed Futures Strategy ETF | 13,440 | $371,086.5 | $365,433.6 | - | -$5,652.9 | -1.52% | +0.928% |
| CVX Chevron Corporation | 1,224 | $227,443.69 | $244,800 | - | $17,356.31 | 7.63% | +1.163% |
| DDV Defined Duration 5 ETF | 498,297 | $12.54M | $12.71M | - | $167,603.9 | 1.34% | -0.059% |
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FAQ
Which stocks have generated the highest profits for cullen roche?
The largest contributions to the portfolio's profits come from the following stocks: Defined Duration 10 ETF - $3.78M, Vanguard Total World Stock ETF - $817,242.67, Schwab International Equity ETF - $489,586.48, Vanguard Total International Stock Index Fund Investor Shares - $346,920.98, and VANGUARD FTSE DEVELOPED MARKETS ETF - $256,503.68. 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: Intellia Therapeutics Inc - $220,451, Alphabet Inc - $111,976.8, Schwab U.S. Aggregate Bond ETF - $90,892.32, United States Brent Oil Fund, LP - $85,409.4, and Vanguard Long-Term Treasury Fund - $84,587.51. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does cullen roche's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.95M earned over time. The largest contributors to dividend income include Defined Duration 10 ETF - $3.84M, Vanguard Total World Stock ETF - $837,269.85, Schwab International Equity ETF - $532,470.38, SPDR Nuveen ICE High Yield Municipal Bond ETF - $398,258.96, and Vanguard Intermediate-Term Corporate Bond Fund - $370,103.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are cullen roche's monthly returns?
cullen roche'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 cullen roche's strategy be considered aggressive or moderate?
cullen roche's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow cullen roche's strategy?
cullen roche'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.
