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:
51.77%
Gain +0.55%
Monthly
0.47%
Yearly
5.85%
Drawdown
13.72%
$202.71M
Equity
Holdings
$202.71M
Investment
$178.4M
$22.51M
Profit +$586,757.93
Realized
-$1.8M
Unrealized
$24.31M
Dividends
$10.21M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$586,757.93
Win %
69%
This Week
Compared To Last Week
Gain
0.29%
Profit
$586,757.93
Win %
69%
This Month
Compared to last month
Gain
0%
Profit
-$854.41
Win %
69%
This Year
Compared to last year
Gain
-1.09%
Profit
-$2.24M
Win %
66%
TSLA Tesla, Inc.
+5.97%
+$10,796.49 
LRCX Lam Research Corp.
+3.11%
+$8,278.32 
PL Planet Labs PBC
+2.91%
+$9,660.69 
AMAT Applied Materials Inc.
+2.9%
+$6,661.21 
KLAC KLA Corporation
+2.78%
+$4,698 
RTX RTX Corporation
+2.76%
+$6,700.33 
AVGO Broadcom Inc.
+2.33%
+$5,970.01 
PANW Palo Alto Networks, Inc.
+2.18%
+$7,683.85 
AMD Advanced Micro Devices Inc.
+2.17%
+$6,058.81 
NVDA NVIDIA Corporation
+2.02%
+$28,093.49 
VFMO Vanguard U.S. Momentum Factor ETF
+1.39%
+$5,244 
VGT Vanguard Information Technology ETF
+1.23%
+$11,690.22 
QQQ Invesco QQQ Trust, Series 1
+1.05%
+$6,902.24 
IWF iShares Russell 1000 Growth ETF
+1.03%
+$3,450.15 
MSFT Microsoft Corporation Common Stock
+0.96%
+$13,945.53 
COF Capital One Financial Corp.
+0.93%
+$1,932.64 
VUG Vanguard Morningstar Growth ETF
+0.89%
+$7,325.78 
JPM JPMorgan Chase & Co.
+0.87%
+$4,514.53 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+0.8%
+$8,076.51 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$13,251.26 
AFL Aflac Incorporated
+0.8%
+$2,510.4 
CAT Caterpillar Inc.
+0.75%
+$1,216.58 
IVLU iShares MSCI Intl Value Factor ETF
+0.75%
+$3,100.55 
IJR iShares Core S&P Small-Cap ETF
+0.74%
+$1,822.74 
CGDV Capital Group Dividend Value ETF
+0.72%
+$1,927.8 
GMOI GMO International Value ETF
+0.69%
+$7,438.75 
SCHB Schwab U.S. Broad Market ETF
+0.69%
+$61,810 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$11,716.4 
VTI Vanguard Total Stock Market ETF
+0.65%
+$69,557.77 
IVV iShares Core S&P 500 ETF
+0.64%
+$8,589.35 
SPY State Street SPDR S&P 500 ETF Trust
+0.63%
+$11,195.26 
VOO Vanguard S&P 500 ETF
+0.62%
+$11,235.92 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.59%
+$2,787.27 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.58%
+$12,645.82 
JNJ Johnson & Johnson
+0.57%
+$2,320.71 
DFIC Dimensional International Core Equity 2 ETF
+0.55%
+$1,248.24 
SCHF Schwab International Equity ETF
+0.54%
+$46,769.32 
SCHM Schwab U.S. Mid-Cap ETF
+0.54%
+$19,204.85 
VEA Vanguard FTSE Developed Markets ETF
+0.52%
+$16,370.86 
VB Vanguard Small-Cap ETF
+0.51%
+$6,007.68 
IEFA iShares Core MSCI EAFE ETF
+0.5%
+$13,011.84 
DFIV Dimensional International Value ETF
+0.5%
+$3,309.59 
DFAI Dimensional International Core Equity Market ETF
+0.5%
+$1,488.71 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.49%
+$4,167.6 
IAU iShares Gold Trust
+0.48%
+$2,317.32 
TLT iShares 20+ Year Treasury Bond ETF
+0.47%
+$2,185.38 
VGLT Vanguard Long-Term Treasury ETF
+0.46%
+$3,450 
LLY Eli Lilly and Company
+0.46%
+$1,705.29 
IQLT iShares MSCI Intl Quality Factor ETF
+0.45%
+$3,532.72 
WMT Walmart Inc.
+0.42%
+$1,128.67 
VT Vanguard Total World Stock ETF
+0.4%
+$59,088.81 
VTV Vanguard Morningstar Value ETF
+0.39%
+$9,811.83 
AMZN Amazon.com Inc
+0.37%
+$4,716.84 
XOM ExxonMobil Holdings Corporation
+0.35%
+$4,046.67 
HYD VanEck High Yield Muni ETF
+0.34%
+$4,881.38 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.33%
+$4,832.55 
VNQ Vanguard Real Estate ETF
+0.28%
+$2,707.38 
EMR Emerson Electric Co.
+0.27%
+$1,051.6 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.27%
+$3,814.46 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.26%
+$4,630.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.25%
+$494.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.24%
+$1,958.39 
DDV Defined Duration 5 ETF
+0.22%
+$27,406.33 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.2%
+$1,247.54 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.18%
+$1,815.44 
VXUS Vanguard Total International Stock ETF
+0.18%
+$11,566.8 
BND Vanguard Total Bond Market ETF
+0.16%
+$686.32 
AGG iShares Core U.S. Aggregate Bond ETF
+0.16%
+$3,176.1 
QLTI GMO International Quality ETF
+0.15%
+$547.3 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$452.68 
IEF iShares 7-10 Year Treasury Bond ETF
+0.12%
+$776.56 
META Meta Platforms Inc Class A
+0.12%
+$538.72 
DDX The Defined Duration 10 ETF
+0.08%
+$38,008.92 
BCX BlackRock Resources & Commodities Strategy Trust
+0.07%
+$132.21 
AVNM Avantis All International Markets Equity ETF
+0.07%
+$495.55 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.05%
+$224.51 
VPU Vanguard Utilities ETF
+0.05%
+$116.96 
COST Costco Wholesale Corp
+0.04%
+$107.07 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$136.69 
VGIT Vanguard Intermediate-Term Treasury ETF
+0.03%
+$814.48 
PFF iShares Preferred and Income Securities ETF
+0.02%
+$126.32 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
MA Mastercard Inc. Class A Common Stock
-1.57%
-$4,443.92 
UNH UnitedHealth Group Inc.
-1.54%
-$4,166.7 
DE Deere & Company
-1.28%
-$5,249.53 
V Visa Inc. Class A
-1.02%
-$3,652.49 
AAPL Apple Inc.
-0.97%
-$22,913.08 
AVES Avantis Emerging Markets Value ETF
-0.97%
-$2,442 
VGZ Vista Gold Corp.
-0.76%
-$1,478.58 
SPEM SPDR Portfolio Emerging Markets ETF
-0.7%
-$4,845.05 
PG The Procter & Gamble Company
-0.67%
-$1,845.76 
SCHE Schwab Emerging Markets Equity ETF
-0.64%
-$25,055.78 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$13,573.78 
IEMG iShares Core MSCI Emerging Markets ETF
-0.59%
-$9,299.57 
GOOG Alphabet Inc
-0.52%
-$1,042.48 
CVX Chevron Corporation
-0.39%
-$1,126.09 
GOOGL Alphabet Inc
-0.39%
-$4,179.97 
TJX The TJX Companies, Inc.
-0.33%
-$765.81 
TAIL Cambria Tail Risk ETF
-0.3%
-$555 
CTA Simplify Managed Futures Strategy ETF
-0.29%
-$1,209.6 
CAOS Alpha Architect Tail Risk ETF
-0.28%
-$1,761.5 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$2,750.3 
VGSH Vanguard Short-Term Treasury ETF
-0.03%
-$223.56 
DDXX The Defined Duration 20 ETF
0%
-$145.56 Events
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Dividends
Dividend Analysis
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| Trades 680 | Longs Won 385/680 56% | Profit Factor 4.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $210,936.56 |
| Average Win $74,546.29 | Best Trade (Oct 21) $3.64M | Sharpe Ratio -11.34 |
| Average Loss -$20,978.26 | Worst Trade (Oct 14) -$272,552.05 | Z-Score 2.77 (99.44%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $33,105.49 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,759 | $1.78M | $2.33M | - | $546,605.02 | 30.69% | -0.975% |
| AFL Aflac Incorporated | 2,615 | $231,272.75 | $317,644.05 | - | $86,371.3 | 37.35% | +0.797% |
| AGG iShares Core U.S. Aggregate Bond ETF | 21,174 | $2.1M | $2.04M | - | -$60,769.38 | -2.9% | +0.156% |
| AMAT Applied Materials Inc. | 610 | $441,030 | $236,777.6 | - | -$204,252.4 | -46.31% | +2.895% |
| AMD Advanced Micro Devices Inc. | 540 | $313,691.38 | $285,125.4 | - | -$28,565.98 | -9.11% | +2.171% |
| AMZN Amazon.com Inc | 5,127 | $1.19M | $1.28M | - | $81,455.73 | 6.82% | +0.371% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 21,478 | $1.46M | $1.47M | - | $10,059.27 | 0.69% | +0.33% |
| AVES Avantis Emerging Markets Value ETF | 4,070 | $218,738.06 | $248,758.4 | - | $30,020.34 | 13.72% | -0.972% |
| AVGO Broadcom Inc. | 796 | $300,689 | $262,027.28 | - | -$38,661.72 | -12.86% | +2.332% |
| AVNM Avantis All International Markets Equity ETF | 9,010 | $533,612 | $726,251.05 | - | $192,639.05 | 36.1% | +0.068% |
| BCX BlackRock Resources & Commodities Strategy Trust | 15,196 | $176,881.44 | $180,356.77 | - | $3,475.33 | 1.96% | +0.073% |
| BND Vanguard Total Bond Market ETF | 5,968 | $439,094.75 | $425,607.92 | - | -$13,486.83 | -3.07% | +0.162% |
| CAOS Alpha Architect Tail Risk ETF | 6,775 | $601,488.7 | $618,151 | - | $16,662.3 | 2.77% | -0.284% |
| CAT Caterpillar Inc. | 236 | $251,316.4 | $163,348.58 | - | -$87,967.82 | -35% | +0.75% |
| CGDV Capital Group Dividend Value ETF | 5,508 | $217,873.64 | $268,790.4 | - | $50,916.76 | 23.37% | +0.722% |
| COF Capital One Financial Corp. | 1,028 | $206,237.36 | $208,910.16 | - | $2,672.8 | 1.3% | +0.934% |
| COST Costco Wholesale Corp | 249 | $232,932.02 | $249,933.75 | - | $17,001.73 | 7.3% | +0.043% |
| CTA Simplify Managed Futures Strategy ETF | 13,440 | $371,086.5 | $412,339.2 | - | $41,252.7 | 11.12% | -0.292% |
| CVX Chevron Corporation | 1,224 | $227,443.69 | $284,322.96 | - | $56,879.27 | 25.01% | -0.394% |
| DDV Defined Duration 5 ETF | 498,297 | $12.54M | $12.55M | - | $10,142.05 | 0.08% | +0.219% |
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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: The Defined Duration 10 ETF - $3.78M, Vanguard Total World Stock ETF - $856,164.42, Schwab International Equity ETF - $489,586.48, Vanguard Total International Stock ETF - $359,381.21, and Vanguard Total Stock Market ETF - $269,108.32. 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 - $111,241.12, Schwab U.S. Aggregate Bond ETF - $88,627.35, United States Brent Oil Fund, LP - $85,409.4, and Vanguard Long-Term Treasury ETF - $81,640.63. 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 $10.21M earned over time. The largest contributors to dividend income include The Defined Duration 10 ETF - $3.84M, Vanguard Total World Stock ETF - $876,191.6, Schwab International Equity ETF - $532,470.38, State Street SPDR Nuveen ICE High Yield Municipal Bond ETF - $398,235.07, and Vanguard Intermediate-Term Corporate Bond ETF - $374,328.82. 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.
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