Robert Amato Portfolio
Invests via Compass Wealth Management LLC/GA | Managed by Robert Amato
Invests via Compass Wealth Management LLC/GA
Managed by Robert Amato
Automatically Tracked
Veteran dealmaker and operating executive focused on middle-market growth and value creation across technology and healthcare sectors. Robert Amato combines private equity investment experience with hands-on portfolio leadership, emphasizing EBITDA expansion, strategic M&A and operational improvements. Track record centers on board-level governance, commercial scaling and management team development; capital partners view him as a pragmatic operator who bridges investment strategy and execution.
Veteran dealmaker and operating executive focused on middle-market growth and value creation across technology and healthcare sectors. Robert Amato combines private equity investment experience with hands-on portfolio leadership, emphasizing EBITDA expansion, strategic M&A and operational improvements. Track record centers on board-level governance, commercial scaling and management team development; capital partners view him as a pragmatic operator who bridges investment strategy and execution.
Investment Philosophy & Strategy
Patient, operationally oriented private equity investor targeting middle-market technology and healthcare companies. Prioritizes control or influential minority positions where hands-on governance and management development can drive EBITDA expansion. Capital allocation emphasizes buy-and-build M&A, commercial scale-up and disciplined cost rationalization with a 3–7 year value-creation horizon. Risk framework blends conservative leverage, milestone-based capital deployment and active board engagement to align incentives and accelerate exit readiness.
Patient, operationally oriented private equity investor targeting middle-market technology and healthcare companies. Prioritizes control or influential minority positions where hands-on governance and management development can drive EBITDA expansion. Capital allocation emphasizes buy-and-build M&A, commercial scale-up and disciplined cost rationalization with a 3–7 year value-creation horizon. Risk framework blends conservative leverage, milestone-based capital deployment and active board engagement to align incentives and accelerate exit readiness.
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:
14.75%
Gain +0.46%
Monthly
0.89%
Yearly
11.23%
Drawdown
7.33%
$252.18M
Equity
Holdings
$252.18M
Investment
$226.82M
$27.61M
Profit +$964,966.76
Realized
$2.25M
Unrealized
$25.36M
Dividends
$7M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$964,966.76
Win %
66%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$710,054.58
Win %
66%
This Month
Compared to last month
Gain
0.97%
Profit
$2.42M
Win %
66%
This Year
Compared to last year
Gain
0.5%
Profit
$1.27M
Win %
65%
LOW Lowe's Companies Inc.
+4.12%
+$15,234.93 
HD The Home Depot, Inc.
+3.69%
+$26,106.55 
AKRE Akre Focus ETF
+3.3%
+$43,361.05 
NCLH Norwegian Cruise Line Holdings Ltd.
+3.09%
+$4,600 
CCEP Coca-Cola Europacific Partners PLC
+2.45%
+$6,575 
XLV Health Care Select Sector SPDR Fund
+2.36%
+$313,034.24 
WMT Walmart Inc.
+1.91%
+$16,174.92 
ROST Ross Stores, Inc.
+1.87%
+$5,738.94 
XLB Materials Select Sector SPDR Fund
+1.64%
+$53,467.26 
XLC Communication Services Select Sector SPDR Fund
+1.63%
+$82,376.59 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.59%
+$89,509.7 
MDLZ Mondelez International, Inc.
+1.53%
+$4,463.04 
SCHD Schwab U.S. Dividend Equity ETF
+1.42%
+$130,235.52 
BA Boeing Company
+1.37%
+$3,974.35 
SPOT Spotify Technology S.A.
+1.29%
+$6,739.98 
XLRE The Real Estate Select Sector SPDR Fund
+1.26%
+$34,323.97 
IAU iShares Gold Trust
+1.25%
+$13,353.67 
GLDM SPDR Gold MiniShares Trust
+1.25%
+$78,308.26 
GLD SPDR Gold Shares
+1.24%
+$125,330.97 
MSFT Microsoft Corp.
+1.24%
+$24,162.6 
XLF Financial Select Sector SPDR Fund
+1.22%
+$148,402.73 
RSP Invesco S&P 500 Equal Weight ETF
+1.11%
+$26,371.74 
SCHM Schwab U.S. Mid-Cap ETF
+1.03%
+$2,014.25 
WELL Welltower Inc.
+1%
+$2,900 
XLP Consumer Staples Select Sector SPDR Fund
+0.92%
+$58,740.6 
JAVA JPMorgan Active Value ETF
+0.87%
+$25,323.57 
MELI MercadoLibre, Inc.
+0.87%
+$3,186 
JMUB JPMorgan Municipal Bond ETF
+0.77%
+$6,748.43 
MUB iShares National Muni Bond ETF
+0.76%
+$6,191.57 
GOOG Alphabet Inc
+0.75%
+$8,446.03 
MBB iShares MBS ETF
+0.69%
+$95,045 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.67%
+$47,310.33 
QLTA iShares AAA - A Rated Corporate Bond ETF
+0.65%
+$182,531.84 
VTP Vanguard Total Inflation-Protected Securities ETF
+0.56%
+$1,261.16 
LVHI Franklin International Low Volatility High Dividend ETF
+0.55%
+$84,636.19 
MO Altria Group, Inc.
+0.55%
+$2,944.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.5%
+$2,808.99 
PEP PepsiCo, Inc.
+0.49%
+$1,890.63 
DFUV Dimensional US Marketwide Value ETF
+0.48%
+$2,718.09 
MRK Merck & Co., Inc.
+0.45%
+$1,275.78 
AAPL Apple Inc.
+0.4%
+$4,822.44 
KO The Coca-Cola Company
+0.36%
+$1,271.16 
JNJ Johnson & Johnson
+0.26%
+$894.73 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$597.25 
AMZN Amazon.com Inc
+0.2%
+$2,195.03 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$5,138.15 
VGSH Vanguard Short-Term Treasury Fund
+0.12%
+$14,060.71 
SO The Southern Company
+0.07%
+$1,236.36 
VRT Vertiv Holdings Co
-6.03%
-$13,440 
CLS Celestica Inc.
-4.98%
-$32,206.12 
WDC Western Digital Corporation
-4.74%
-$34,500.02 
LRCX Lam Research Corporation
-4.3%
-$12,340.01 
SNDK SanDisk Corporation
-3.81%
-$53,399.97 
AMD Advanced Micro Devices, Inc.
-3.11%
-$55,069.41 
PM Philip Morris International Inc.
-2.8%
-$40,330.5 
CRWD CrowdStrike Holdings, Inc.
-2.78%
-$27,759.96 
GEV GE Vernova Inc.
-2.56%
-$26,841.79 
AVGO Broadcom Inc.
-1.85%
-$32,221.98 
XLE Energy Select Sector SPDR Fund
-1.57%
-$87,740.02 
TSLA Tesla, Inc.
-1.54%
-$11,556.36 
XOM Exxon Mobil Corporation
-1.37%
-$4,903.73 
NVDA NVIDIA Corporation
-1.36%
-$152,912.43 
CVX Chevron Corporation
-1.22%
-$6,010.49 
XLK State Street Technology Select Sector SPDR ETF
-1%
-$219,073.94 
PLTR Palantir Technologies Inc.
-0.48%
-$4,850 
VWO Vanguard FTSE Emerging Markets ETF
-0.36%
-$21,425.46 
PH Parker-Hannifin Corporation
-0.25%
-$583.22 
JPM JPMorgan Chase & Co.
-0.25%
-$560.28 
IWF iShares Russell 1000 Growth ETF
-0.19%
-$602.64 
DUK Duke Energy Corporation
-0.12%
-$263.85 
XLI Industrial Select Sector SPDR Fund
-0.11%
-$10,687.49 
XLU Utilities Select Sector SPDR Fund
-0.1%
-$3,135.4 
MU Micron Technology, Inc.
-0.06%
-$563.04 
CMI Cummins Inc.
-0.04%
-$90.21 Events
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Dividends
Dividend Analysis
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| Trades 253 | Longs Won 171/253 67% | Profit Factor 6.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $434,251.28 |
| Average Win $189,398.78 | Best Trade (Oct 15) $3.63M | Sharpe Ratio -96.93 |
| Average Loss -$58,248.07 | Worst Trade (Oct 14) -$1.19M | Z-Score 4.12 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 3d | Expectancy $109,133.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,329 | 3,896 | 3,463 | 3,030 | 2,597 | 2,165 | 1,732 | 1,299 | 866 | 433 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,520 | $728,588.32 | $1.21M | - | $483,453.28 | 66.35% | +0.399% |
| AKRE Akre Focus ETF | 23,630 | $1.55M | $1.36M | - | -$188,922.22 | -12.2% | +3.296% |
| AMD Advanced Micro Devices, Inc. | 3,106 | $443,911.91 | $1.72M | - | $1.27M | 286.99% | -3.106% |
| AMZN Amazon.com Inc | 4,304 | $944,178.28 | $1.1M | - | $151,577.08 | 16.05% | +0.201% |
| AVGO Broadcom Inc. | 5,019 | $1.38M | $1.71M | - | $322,136.46 | 23.28% | -1.854% |
| BA Boeing Company | 1,574 | $329,889 | $294,629.19 | - | -$35,259.81 | -10.69% | +1.367% |
| CCEP Coca-Cola Europacific Partners PLC | 2,500 | $231,800 | $274,625 | - | $42,825 | 18.47% | +2.453% |
| CLS Celestica Inc. | 2,001 | $493,006 | $614,757.22 | - | $121,751.22 | 24.7% | -4.978% |
| CMI Cummins Inc. | 440 | $224,598 | $231,332.2 | - | $6,734.2 | 3% | -0.039% |
| CRWD CrowdStrike Holdings, Inc. | 4,000 | $509,312 | $969,400 | - | $460,088 | 90.34% | -2.784% |
| CVX Chevron Corporation | 2,222 | $318,265.74 | $487,362.37 | - | $169,096.63 | 53.13% | -1.218% |
| DFUV Dimensional US Marketwide Value ETF | 10,067 | $426,143.63 | $563,953.34 | - | $137,809.71 | 32.34% | +0.484% |
| DUK Duke Energy Corporation | 1,759 | $207,562 | $210,182.91 | - | $2,620.91 | 1.26% | -0.125% |
| GEV GE Vernova Inc. | 1,111 | $622,261.01 | $1.02M | - | $397,214.81 | 63.83% | -2.565% |
| GLD SPDR Gold Shares | 26,895 | $8.2M | $10.24M | - | $2.04M | 24.87% | +1.239% |
| GLDM SPDR Gold MiniShares Trust | 77,151 | $5.41M | $6.34M | - | $930,488.42 | 17.21% | +1.251% |
| GOOG Alphabet Inc | 3,280 | $581,886 | $1.14M | - | $553,732 | 95.16% | +0.749% |
| HD The Home Depot, Inc. | 2,394 | $877,268.96 | $733,557.51 | - | -$143,711.45 | -16.38% | +3.69% |
| IAU iShares Gold Trust | 13,838 | $862,937.98 | $1.08M | - | $216,910.35 | 25.14% | +1.252% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 80,187 | $6.22M | $7.16M | - | $935,824.6 | 15.04% | +0.665% |
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FAQ
Which stocks have generated the highest profits for Robert Amato?
The largest contributions to the portfolio's profits come from the following stocks: iShares AAA - A Rated Corporate Bond ETF - $1.66M, Invesco S&P 500 Equal Weight ETF - $1.23M, Franklin International Low Volatility High Dividend ETF - $1.12M, Vanguard Short-Term Treasury Fund - $761,243.13, and Schwab U.S. Dividend Equity ETF - $710,685.36. 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: Meta Platforms Inc Class A - $105,062, Akre Focus ETF - $86,509.57, Cognizant Technology Solutions Corporation - $77,000, UnitedHealth Group Incorporated - $12,924, and Super Micro Computer Inc - $10,889.62. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert Amato's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7M earned over time. The largest contributors to dividend income include iShares AAA - A Rated Corporate Bond ETF - $1.68M, Franklin International Low Volatility High Dividend ETF - $873,216.49, Vanguard Short-Term Treasury Fund - $819,377.76, iShares MBS ETF - $626,189.69, and Schwab U.S. Dividend Equity ETF - $427,033.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Amato's monthly returns?
Robert Amato's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Robert Amato's strategy be considered aggressive or moderate?
Robert Amato's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Robert Amato's strategy?
Robert Amato's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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