Roger Wittlin Portfolio
Invests via Roger Wittlin Investment Advisory LLC | Managed by Roger Wittlin
Invests via Roger Wittlin Investment Advisory LLC
Managed by Roger Wittlin
Automatically Tracked
Roger Wittlin Profile
Roger Wittlin stands out as a seasoned investment professional with deep expertise in identifying and nurturing growth-oriented business ventures. His career is marked by significant leadership roles across various sectors, where he has been instrumental in driving operational efficiencies and maximizing corporate value. With a rich background encompassing both private equity investments and advisory capacities, he navigates complex financial landscapes to unlock new opportunities. As an influential figure within his network, Roger’s insights into market trends and competitive dynamics enhance strategic decision-making processes for entrepreneurs looking to scale their enterprises effectively.
Roger Wittlin stands out as a seasoned investment professional with deep expertise in identifying and nurturing growth-oriented business ventures. His career is marked by significant leadership roles across various sectors, where he has been instrumental in driving operational efficiencies and maximizing corporate value. With a rich background encompassing both private equity investments and advisory capacities, he navigates complex financial landscapes to unlock new opportunities. As an influential figure within his network, Roger’s insights into market trends and competitive dynamics enhance strategic decision-making processes for entrepreneurs looking to scale their enterprises effectively.
Investment Philosophy & Strategy
Opportunities in innovative sectors often shape investment inclinations. Roger Wittlin, through his extensive experience across diverse markets, demonstrates a penchant for fostering companies poised for transformative growth. His strategic acumen is complemented by an entrepreneurial mindset that emphasizes operational excellence and resource efficiency. Emphasizing a collaborative approach, he engages with business leaders to implement forward-thinking strategies that capitalize on emerging trends while nurturing sustainable value creation. By meticulously analyzing market dynamics and competitive landscapes, decisions are driven toward scalable business models that leverage unique strengths within evolving environments.
Opportunities in innovative sectors often shape investment inclinations. Roger Wittlin, through his extensive experience across diverse markets, demonstrates a penchant for fostering companies poised for transformative growth. His strategic acumen is complemented by an entrepreneurial mindset that emphasizes operational excellence and resource efficiency. Emphasizing a collaborative approach, he engages with business leaders to implement forward-thinking strategies that capitalize on emerging trends while nurturing sustainable value creation. By meticulously analyzing market dynamics and competitive landscapes, decisions are driven toward scalable business models that leverage unique strengths within evolving environments.
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:
59.09%
Gain -0.1%
Monthly
0.57%
Yearly
7.1%
Drawdown
22.09%
$129.14M
Equity
Holdings
$129.14M
Investment
$93.95M
$42.07M
Profit -$148,688.8
Realized
$6.88M
Unrealized
$35.19M
Dividends
$13.07M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$148,688.8
Win %
81%
This Week
Compared To Last Week
Gain
1.99%
Profit
$2.52M
Win %
81%
This Month
Compared to last month
Gain
1.99%
Profit
$2.52M
Win %
81%
This Year
Compared to last year
Gain
1.44%
Profit
$1.83M
Win %
81%
GOOG Alphabet Inc
+6.88%
+$16,010.09 
GOOGL Alphabet Inc
+6.73%
+$22,043.07 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$6,573.24 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$56,481.49 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,168.56 
IVV iShares Core S&P 500 ETF
+0.69%
+$141,091.84 
PLTR Palantir Technologies Inc.
+0.65%
+$4,268.79 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$29,268.48 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,342.13 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$20,027.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$87,943.64 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$137,239.48 
VLU SPDR S&P 1500 Value Tilt ETF
+0.42%
+$13,365.28 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$5,201.67 
VT Vanguard Total World Stock ETF
+0.26%
+$871.66 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$507.6 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$3,346.31 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$109.4 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
UAE iShares MSCI UAE ETF
-1.92%
-$5,681.72 
GLD SPDR Gold Shares
-1.49%
-$24,722.34 
IAU iShares Gold Trust
-1.46%
-$49,868.03 
PLD Prologis Inc.
-1.08%
-$3,385.94 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,461.59 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,270.5 
PSQ ProShares Short QQQ
-0.59%
-$3,681.28 
SCHF Schwab International Equity ETF
-0.58%
-$3,655.36 
JIVE JPMorgan International Value ETF
-0.46%
-$1,870.88 
VGK Vanguard FTSE Europe ETF
-0.44%
-$4,188 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$3,031.05 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,377.22 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,128.7 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$10,727.7 
SDY SPDR S&P Dividend ETF
-0.28%
-$3,257.32 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,440.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,290.75 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$1,266.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$13,562.64 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$2,046 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,239.28 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,112.32 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,320.4 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$166.68 Events
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Dividends
Dividend Analysis
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| Trades 691 | Longs Won 474/691 68% | Profit Factor 2.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $447,441.84 |
| Average Win $146,500.42 | Best Trade (Aug 06) $5.44M | Sharpe Ratio -8.5 |
| Average Loss -$126,121.51 | Worst Trade (Jun 30) -$3.95M | Z-Score -1.26 (79.23%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 5d | Expectancy $60,886.88 |
| 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% | 0.03% |
| Consecutive Losing Trades | 1,024 | 921 | 819 | 716 | 614 | 512 | 409 | 307 | 205 | 102 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Roger Wittlin?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Broad Market ETF - $5.87M, iShares Core S&P 500 ETF - $3.78M, iShares Core S&P Total U.S. Stock Market ETF - $2.85M, PIMCO Senior Loan Active Exchange-Traded Fund - $2.74M, and SPDR S&P 1500 Value Tilt ETF - $2.68M. 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: Vanguard Mid-Cap ETF - $2.88M, iShares Core MSCI EAFE ETF - $1.57M, Vanguard FTSE Europe ETF - $975,688.14, Schwab U.S. Small-Cap ETF - $948,664.04, and iShares MSCI EAFE Growth ETF - $789,817.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Roger Wittlin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.07M earned over time. The largest contributors to dividend income include PIMCO Senior Loan Active Exchange-Traded Fund - $2.57M, VANGUARD TOTAL STOCK MKT ETF - $1.46M, PIMCO Active Bond Exchange-Traded Fund - $969,341.38, iShares Core S&P 500 ETF - $925,697.56, and Vanguard Total Bond Market Index Fund - $585,657.02. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Roger Wittlin's monthly returns?
Roger Wittlin's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Roger Wittlin's strategy be considered aggressive or moderate?
Roger Wittlin's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Roger Wittlin's strategy?
Roger Wittlin's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
