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
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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:
70.52%
Gain +0.36%
Monthly
0.57%
Yearly
7.01%
Drawdown
22.09%
$130.24M
Equity
Holdings
$130.24M
Investment
$93.95M
$43.18M
Profit +$523,553.43
Realized
$6.88M
Unrealized
$36.29M
Dividends
$13.29M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$523,553.43
Win %
72%
This Week
Compared To Last Week
Gain
0.42%
Profit
$540,361.34
Win %
72%
This Month
Compared to last month
Gain
1.68%
Profit
$2.15M
Win %
72%
This Year
Compared to last year
Gain
2.31%
Profit
$2.94M
Win %
76%
PLTR Palantir Technologies Inc.
+1.92%
+$19,369.73 
VLU SPDR S&P 1500 Value Tilt ETF
+0.62%
+$19,528.88 
VO Vanguard Mid-Cap ETF
+0.57%
+$26,684.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.54%
+$83,362.19 
SCHX Schwab U.S. Large-Cap ETF
+0.52%
+$1,972.32 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$26,038.33 
SPY SPDR S&P 500 ETF Trust
+0.52%
+$42,625.1 
IVV iShares Core S&P 500 ETF
+0.52%
+$111,330.28 
VOO Vanguard S&P 500 ETF
+0.5%
+$5,295.24 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$17,081.87 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.48%
+$128,749.73 
VIG Vanguard Dividend Appreciation ETF
+0.47%
+$5,149.34 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$10,903.2 
VT Vanguard Total World Stock ETF
+0.36%
+$1,233.08 
VGK Vanguard FTSE Europe ETF
+0.31%
+$2,826.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.28%
+$1,142.1 
PYLD PIMCO Multisector Bond Active ETF
+0.26%
+$2,659.8 
SDY SPDR S&P Dividend ETF
+0.26%
+$2,813.14 
EFA iShares MSCI EAFE ETF
+0.23%
+$462 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$1,286.12 
IEFA iShares Core MSCI EAFE ETF
+0.17%
+$3,092.81 
GOOGL Alphabet Inc
+0.15%
+$505.21 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.14%
+$4,469.87 
GLD SPDR Gold Shares
+0.12%
+$2,067.57 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$567.93 
IAU iShares Gold Trust
+0.12%
+$3,971.79 
IUSB iShares Core Universal USD Bond ETF
+0.11%
+$633.25 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$380.03 
SCHF Schwab International Equity ETF
+0.08%
+$511.75 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$905.35 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.06%
+$398.82 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.05%
+$1,521.05 
JIVE JPMorgan International Value ETF
+0.05%
+$191.34 
GOOG Alphabet Inc
+0.03%
+$69.71 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.02%
+$1,506.96 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$218.8 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$32.9 
SPMO Invesco S&P 500 Momentum ETF
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 691 | Longs Won 461/691 66% | Profit Factor 2.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $454,720.35 |
| Average Win $153,720.79 | Best Trade (Oct 06) $5.53M | Sharpe Ratio -8.5 |
| Average Loss -$120,387.02 | Worst Trade (Jun 30) -$3.95M | Z-Score -3.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $62,483.75 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 1,082 | 974 | 866 | 758 | 649 | 541 | 433 | 325 | 216 | 108 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 5,163 | $504,821.43 | $486,561.12 | - | -$18,260.31 | -3.62% | +0.117% |
| BND Vanguard Total Bond Market Index Fund | 18,107 | $1.32M | $1.27M | - | -$56,087.92 | -4.24% | +0.072% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 35,759 | $3.31M | $3.09M | - | -$218,425.33 | -6.59% | +0.145% |
| EFA iShares MSCI EAFE ETF | 1,925 | $179,932.79 | $200,719.75 | - | $20,786.96 | 11.55% | +0.231% |
| FLRN SPDR Bloomberg Investment Grade Floating Rate ETF | 6,580 | $202,875.2 | $202,302.1 | - | -$573.1 | -0.28% | +0.016% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 12,690 | $345,514.26 | $405,318.6 | - | $59,804.34 | 17.31% | +0.283% |
| GLD SPDR Gold Shares | 4,399 | $1.02M | $1.67M | - | $650,286.52 | 63.66% | +0.124% |
| GOOG Alphabet Inc | 697 | $246,271 | $239,719.21 | - | -$6,551.79 | -2.66% | +0.029% |
| GOOGL Alphabet Inc | 981 | $350,579.97 | $340,392.28 | - | -$10,187.69 | -2.91% | +0.149% |
| IAU iShares Gold Trust | 44,131 | $3.25M | $3.44M | - | $184,076.2 | 5.66% | +0.116% |
| IEFA iShares Core MSCI EAFE ETF | 18,193 | $1.34M | $1.77M | - | $426,189.06 | 31.72% | +0.175% |
 IEMG iShares Core MSCI Emerging Markets ETF | 11,738 | $972,375.92 | $976,895.05 | - | $4,519.13 | 0.46% | -0.425% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 8,334 | $422,945.28 | $426,414.11 | - | $3,468.83 | 0.82% | +0.089% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 91,607 | $10.2M | $15.57M | - | $5.38M | 52.73% | +0.538% |
| IUSB iShares Core Universal USD Bond ETF | 12,665 | $587,205.55 | $556,880.05 | - | -$30,325.5 | -5.16% | +0.114% |
| IVV iShares Core S&P 500 ETF | 27,557 | $14.48M | $21.56M | - | $7.08M | 48.92% | +0.519% |
| JIVE JPMorgan International Value ETF | 4,252 | $364,141.28 | $405,598.28 | - | $41,457 | 11.38% | +0.047% |
| LONZ PIMCO Senior Loan Active Exchange-Traded Fund | 60,842 | $3.1M | $2.98M | - | -$128,286.43 | -4.13% | +0.051% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 6,952 | $732,984.21 | $709,208.28 | - | -$23,775.93 | -3.24% | +0.182% |
| MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 10,940 | $1.1M | $1.1M | - | -$2,030.2 | -0.18% | +0.02% |
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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 - $5.88M, 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 - $2.75M, 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 - $2.86M, iShares Core MSCI EAFE ETF - $1.57M, Vanguard FTSE Europe ETF - $973,359.61, Schwab U.S. Small-Cap ETF - $947,599.34, 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 $13.29M earned over time. The largest contributors to dividend income include PIMCO Senior Loan Active Exchange-Traded Fund - $2.59M, VANGUARD TOTAL STOCK MKT ETF - $1.53M, PIMCO Active Bond Exchange-Traded Fund - $983,644.98, iShares Core S&P 500 ETF - $925,697.56, and Vanguard Total Bond Market Index Fund - $590,236.28. 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.
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