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:
42.39%
Gain +0.04%
Monthly
0.51%
Yearly
6.25%
Drawdown
13.64%
$150.34M
Equity
Holdings
$150.34M
Investment
$126.04M
$22.76M
Profit +$41,513.87
Realized
-$1.53M
Unrealized
$24.3M
Dividends
$10.02M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$41,513.87
Win %
77%
This Week
Compared To Last Week
Gain
0.03%
Profit
$46,656.78
Win %
77%
This Month
Compared to last month
Gain
-1.36%
Profit
-$2.07M
Win %
77%
This Year
Compared to last year
Gain
6.74%
Profit
$9.49M
Win %
75%
VGZ Vista Gold Corp.
+3.25%
+$3,696.45 
MSFT Microsoft Corp.
+2.03%
+$5,094.35 
AMZN Amazon.com Inc
+1.42%
+$4,903.5 
PL PLANET LABS PBC
+1.2%
+$6,688.17 
BNO United States Brent Oil Fund, LP
+1.09%
+$3,998.85 
VGT Vanguard Information Technology ETF
+0.95%
+$7,698.24 
XOM Exxon Mobil Corporation
+0.87%
+$5,768.88 
QQQ Invesco QQQ Trust, Series 1
+0.82%
+$5,314.46 
IWF iShares Russell 1000 Growth ETF
+0.72%
+$2,425.46 
CTA Simplify Managed Futures Strategy ETF
+0.7%
+$1,926.6 
SCHE Schwab Emerging Markets Equity ETF
+0.67%
+$20,813.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.49%
+$9,239.99 
SPEM SPDR Portfolio Emerging Markets ETF
+0.35%
+$2,414.3 
VOO Vanguard S&P 500 ETF
+0.25%
+$4,350.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$23,423.65 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$4,175.88 
IVV iShares Core S&P 500 ETF
+0.24%
+$1,035.96 
SCHX Schwab U.S. Large-Cap ETF
+0.22%
+$2,856.68 
SCHB Schwab U.S. Broad Market ETF
+0.19%
+$17,107.37 
VT Vanguard Total World Stock ETF
+0.14%
+$19,532.73 
VFMO Vanguard U.S. Momentum Factor Fund
+0.13%
+$523.15 
SCHM Schwab U.S. Mid-Cap ETF
+0.1%
+$3,542.24 
CGDV Capital Group Dividend Value ETF
+0.09%
+$247.19 
VO Vanguard Mid-Cap ETF
+0.08%
+$493.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.08%
+$368.13 
PFF iShares Preferred and Income Securities ETF
+0.03%
+$281.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$307.47 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$1,067.27 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
DDXX Defined Duration 20 ETF
0%
$0 
AAPL Apple Inc.
-2.48%
-$15,985.89 
WMT Walmart Inc.
-1.64%
-$3,937.5 
DE Deere & Company
-1.63%
-$3,670.38 
JNJ Johnson & Johnson
-1.42%
-$5,532.21 
VGLT Vanguard Long-Term Treasury Fund
-0.71%
-$5,491.26 
TAIL Cambria Tail Risk ETF
-0.66%
-$1,295 
AVES Avantis Emerging Markets Value ETF
-0.58%
-$1,475.33 
GMOI GMO International Value ETF
-0.49%
-$4,020.55 
QLTI GMO International Quality ETF
-0.49%
-$1,170 
AFL Aflac Inc.
-0.43%
-$1,296 
AVNM Avantis All International Markets Equity ETF
-0.38%
-$2,765.51 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$1,125.61 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.35%
-$2,193.02 
DFIC Dimensional International Core Equity Market ETF
-0.29%
-$669.79 
BND Vanguard Total Bond Market Index Fund
-0.29%
-$1,846.74 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$2,961.24 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$2,443.25 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$798.45 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.24%
-$5,929.09 
HYD VanEck High Yield Muni ETF
-0.23%
-$3,300.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.21%
-$6,419.44 
IAU iShares Gold Trust
-0.17%
-$804.62 
VTV Vanguard Value ETF
-0.16%
-$3,034.5 
SCHF Schwab International Equity ETF
-0.14%
-$8,157.43 
RSP Invesco S&P 500 Equal Weight ETF
-0.12%
-$803.53 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$731 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.1%
-$1,536.33 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.1%
-$484.12 
VGSH Vanguard Short-Term Treasury Fund
-0.09%
-$594 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$393.96 
DDX Defined Duration 10 ETF
-0.06%
-$26,496.48 
DDV Defined Duration 5 ETF
0%
-$61.53 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 584 | Longs Won 351/584 60% | Profit Factor 6.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,340.66 |
| Average Win $75,766.65 | Best Trade (Jul 20) $3.41M | Sharpe Ratio -11.3 |
| Average Loss -$16,438.42 | Worst Trade (Jul 20) -$217,240.1 | Z-Score 5.13 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 6d | Expectancy $38,979.35 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $4M, Vanguard Total World Stock ETF - $817,242.67, Schwab International Equity ETF - $495,545, 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 - $143,545.5, Alphabet Inc - $111,976.8, Schwab U.S. Aggregate Bond ETF - $95,488.69, Vanguard Long-Term Treasury Fund - $90,789.14, and SPDR Nuveen ICE High Yield Municipal Bond ETF - $70,658.29. 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 $10.02M earned over time. The largest contributors to dividend income include Defined Duration 10 ETF - $4.06M, Vanguard Total World Stock ETF - $837,269.85, Schwab International Equity ETF - $538,428.9, SPDR Nuveen ICE High Yield Municipal Bond ETF - $387,159.44, and Vanguard Intermediate-Term Corporate Bond Fund - $361,685.05. 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.
