CR
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:
26.78%
Gain +1.45%
Monthly
0.27%
Yearly
3.26%
Drawdown
13.42%
$151.4M
Equity
Holdings
$151.4M
Investment
$126.04M
$23.83M
Profit +$2.38M
Realized
-$1.53M
Unrealized
$25.36M
Dividends
$9.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.45%
Profit
$2.38M
Win %
80%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$863,803.62
Win %
80%
This Month
Compared to last month
Gain
-1%
Profit
-$1.53M
Win %
80%
This Year
Compared to last year
Gain
5.24%
Profit
$7.76M
Win %
77%
PL PLANET LABS PBC
+11.46%
+$87,193.92 
VGZ Vista Gold Corp.
+5.45%
+$8,501.83 
AVES Avantis Emerging Markets Value ETF
+4.16%
+$10,751.72 
VFMO Vanguard U.S. Momentum Factor Fund
+3.9%
+$15,415.33 
SCHF Schwab International Equity ETF
+3.69%
+$214,841.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.67%
+$111,786.8 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$22,107.78 
VGT Vanguard Information Technology ETF
+3.38%
+$27,086.4 
VEU Vanguard FTSE All-World ex-US ETF
+3.33%
+$55,139.62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$194,953.74 
IAU iShares Gold Trust
+3.12%
+$15,416.61 
SCHM Schwab U.S. Mid-Cap ETF
+2.96%
+$103,737.18 
DFAI Dimensional International Core Equity Market ETF
+2.75%
+$8,097.13 
DFIC Dimensional International Core Equity Market ETF
+2.65%
+$5,967.22 
VT Vanguard Total World Stock ETF
+2.44%
+$345,078.23 
VWO Vanguard FTSE Emerging Markets ETF
+2.37%
+$44,416.77 
SPEM SPDR Portfolio Emerging Markets ETF
+2.36%
+$16,417.24 
SCHE Schwab Emerging Markets Equity ETF
+2.34%
+$72,626.58 
GMOI GMO International Value ETF
+2.21%
+$17,366.25 
AVNM Avantis All International Markets Equity ETF
+2.13%
+$15,388.73 
QLTI GMO International Quality ETF
+2.1%
+$4,950 
CGDV Capital Group Dividend Value ETF
+2.08%
+$5,410.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.91%
+$8,624.76 
SCHB Schwab U.S. Broad Market ETF
+1.91%
+$166,408.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$177,653.01 
VO Vanguard Mid-Cap ETF
+1.85%
+$10,900.26 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$30,638.78 
IVV iShares Core S&P 500 ETF
+1.77%
+$7,513.63 
VOO Vanguard S&P 500 ETF
+1.77%
+$30,398.97 
SCHX Schwab U.S. Large-Cap ETF
+1.7%
+$21,315.26 
VTV Vanguard Value ETF
+1.69%
+$31,862.34 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.64%
+$8,267.28 
RSP Invesco S&P 500 Equal Weight ETF
+1.61%
+$10,686.55 
DE Deere & Company
+1.6%
+$3,396.33 
IWF iShares Russell 1000 Growth ETF
+1.6%
+$5,383.68 
AMZN Amazon.com Inc
+1.54%
+$5,127.66 
AAPL Apple Inc.
+1.41%
+$7,944.65 
VGLT Vanguard Long-Term Treasury Fund
+1.22%
+$9,413.58 
DDX Defined Duration 10 ETF
+0.96%
+$428,061.45 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$7,809.48 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$8,183 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$6,867.55 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.59%
+$3,705.34 
IUSB iShares Core Universal USD Bond ETF
+0.58%
+$1,839.89 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$3,649.51 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$12,880.15 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$1,303.12 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.22%
+$3,379.91 
HYD VanEck High Yield Muni ETF
+0.15%
+$2,152.5 
VGSH Vanguard Short-Term Treasury Fund
+0.15%
+$1,009.8 
DDV Defined Duration 5 ETF
+0.14%
+$10,767.68 
VTEB Vanguard Tax-Exempt Bond ETF
+0.13%
+$950.3 
JNJ Johnson & Johnson
+0.05%
+$169.49 
CAOS Alpha Architect Tail Risk ETF
+0.01%
+$47.75 
DDXX Defined Duration 20 ETF
0%
$0 
BNO United States Brent Oil Fund, LP
-4.54%
-$17,617.58 
XOM Exxon Mobil Corporation
-2.71%
-$18,268.12 
CTA Simplify Managed Futures Strategy ETF
-1.87%
-$5,526.3 
MSFT Microsoft Corp.
-1.81%
-$4,572.83 
AFL Aflac Inc.
-0.68%
-$1,896 
WMT Walmart Inc.
-0.12%
-$304.5 
TAIL Cambria Tail Risk ETF
-0.09%
-$185 Events
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Dividends
Dividend Analysis
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| Trades 584 | Longs Won 361/584 61% | Profit Factor 7.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,221.16 |
| Average Win $76,201.57 | Best Trade (Jun 11) $3.45M | Sharpe Ratio -11.61 |
| Average Loss -$16,519.1 | Worst Trade (Jun 10) -$218,571.5 | Z-Score 6.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 4d | Expectancy $40,796.25 |
| 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 | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
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Returns
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