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.

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.

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:

45.89%

Gain +0.41%

Monthly

0.34%

Yearly

4.14%

Drawdown

23.61%

$136.02M

Equity

Holdings

$136.02M

Investment

$97.64M

$40.84M

Profit +$658,489.34

Realized

$2.46M

Unrealized

$38.38M

Dividends

$12.67M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.41%

Profit

$658,489.34

Win %

85%

This Week

Compared To Last Week

Gain

-0.71%

Profit

-$978,004.48

Win %

85%

This Month

Compared to last month

Gain

-1.16%

Profit

-$1.59M

Win %

85%

This Year

Compared to last year

Gain

5.32%

Profit

$6.14M

Win %

83%

Gainers
Losers

SPMO Invesco S&P 500 Momentum ETF

+1.28%

+$10,713.43

VLU SPDR S&P 1500 Value Tilt ETF

+1.19%

+$59,827.23

SCHA Schwab U.S. Small-Cap ETF

+1.15%

+$5,271.67

PLD Prologis Inc.

+1.06%

+$3,350.88

VO Vanguard Mid-Cap ETF

+0.97%

+$44,795.35

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$29,635.15

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.89%

+$3,476.55

SDY SPDR S&P Dividend ETF

+0.82%

+$9,414.41

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$9,536.57

JIVE JPMorgan International Value ETF

+0.7%

+$2,763.8

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$32,202.24

ITOT iShares Core S&P Total U.S. Stock Market ETF

+0.62%

+$91,479

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$173,149.86

IVV iShares Core S&P 500 ETF

+0.58%

+$120,030.53

VOO Vanguard S&P 500 ETF

+0.58%

+$5,898.96

SPY SPDR S&P 500 ETF Trust

+0.57%

+$46,208.41

VIG Vanguard Dividend Appreciation ETF

+0.57%

+$6,140.61

SCHB Schwab U.S. Broad Market ETF

+0.49%

+$42,299.74

VT Vanguard Total World Stock ETF

+0.46%

+$1,525.68

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$27,691.3

EFA iShares MSCI EAFE ETF

+0.31%

+$728.64

SCHF Schwab International Equity ETF

+0.29%

+$1,835.84

IEFA iShares Core MSCI EAFE ETF

+0.23%

+$4,263.6

VGK Vanguard FTSE Europe ETF

+0.17%

+$1,683.14

PYLD PIMCO Multisector Bond Active ETF

+0.11%

+$1,210.5

IAU iShares Gold Trust

+0.09%

+$2,001.58

LONZ PIMCO Senior Loan Active Exchange-Traded Fund

+0.09%

+$2,924.22

GLD SPDR Gold Shares

+0.06%

+$756.44

MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

+0.05%

+$547.75

FLRN SPDR Bloomberg Investment Grade Floating Rate ETF

PLTR Palantir Technologies Inc.

-2.35%

-$16,434.89

VMBS Vanguard Mortgage-Backed Securities Fund

-0.19%

-$2,087.28

AGG iShares Core U.S. Aggregate Bond ETF

-0.12%

-$587.76

BND Vanguard Total Bond Market Index Fund

-0.11%

-$1,767.76

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.07%

-$536.25

IUSB iShares Core Universal USD Bond ETF

-0.07%

-$376.02

BOND PIMCO Active Bond Exchange-Traded Fund

-0.03%

-$1,071.9

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$74.91

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF

-0.02%

-$108.62

Events

Dividends

Dividend Analysis

No Data

Trades 650	Longs Won 446/650 68%	Profit Factor 2.57
Profitability	Shorts Won 0/0 0%	Standard Deviation $452,853.08
Average Win $150,045.11	Best Trade (Jun 12) $5.03M	Sharpe Ratio -6.88
Average Loss -$127,842.32	Worst Trade (Jun 30) -$3.95M	Z-Score 2.42 (98.45%)
Commissions $0	Avg. Trade Length 1y 6m 1w	Expectancy $62,831.2

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%	0.02%
Consecutive Losing Trades	1,064	957	851	745	638	532	426	319	213	106