RB
Robert Bacarella Portfolio
Invests via MONETTA FINANCIAL SERVICES Inc. | Managed by Robert Bacarella
Invests via MONETTA FINANCIAL SERVICES Inc.
Managed by Robert Bacarella
Automatically Tracked
Robert Bacarella Profile
With a proven track record in venture capital and entrepreneurship, Robert Bacarella stands out as a dynamic investor-operator. His expertise encompasses identifying high-growth technology startups and strategically positioning them for scalability. By leveraging his deep understanding of the tech ecosystem, he has been instrumental in facilitating crucial partnerships that propel innovative firms into emerging markets. Bacarella’s approach emphasizes hands-on support to founders, enhancing their business acumen while fostering an environment conducive to disruptive innovation. As an advocate for entrepreneurial growth, his contributions significantly impact the future trajectory of companies within the rapidly evolving digital landscape.
With a proven track record in venture capital and entrepreneurship, Robert Bacarella stands out as a dynamic investor-operator. His expertise encompasses identifying high-growth technology startups and strategically positioning them for scalability. By leveraging his deep understanding of the tech ecosystem, he has been instrumental in facilitating crucial partnerships that propel innovative firms into emerging markets. Bacarella’s approach emphasizes hands-on support to founders, enhancing their business acumen while fostering an environment conducive to disruptive innovation. As an advocate for entrepreneurial growth, his contributions significantly impact the future trajectory of companies within the rapidly evolving digital landscape.
Investment Philosophy & Strategy
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:
35.39%
Gain +0.06%
Monthly
0.36%
Yearly
4.41%
Drawdown
15.87%
$354.33M
Equity
Holdings
$354.33M
Investment
$108.87M
$244.61M
Profit +$198,514.7
Realized
-$850,347.1
Unrealized
$245.46M
Dividends
$19.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.06%
Profit
$198,514.7
Win %
90%
This Week
Compared To Last Week
Gain
0.06%
Profit
$198,514.7
Win %
90%
This Month
Compared to last month
Gain
-3.32%
Profit
-$12.13M
Win %
90%
This Year
Compared to last year
Gain
10.59%
Profit
$33.85M
Win %
90%
DOFSQ Diamond Offshore Drilling, Inc.
+24,465.22%
+$787,780 
ETFC E*TRADE Financial Corp
+18.37%
+$62,567.1 
KLIC Kulicke & Soffa Industries, Inc.
+3.45%
+$134,000 
SANM Sanmina Corporation
+3.23%
+$144,050.19 
INTC Intel Corporation
+3.23%
+$36,840 
DY Dycom Industries Inc.
+2.42%
+$589,800 
PWR Quanta Services Inc.
+1.25%
+$1.01M 
JBL Jabil Inc.
+0.97%
+$34,920 
C Citigroup Inc.
+0.23%
+$449.89 
AFL Aflac Inc.
+0.01%
+$200 
001296102
0%
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941058109
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$0 
ACTL
0%
$0 
ACXM
0%
$0 
ADELQ
0%
$0 
ALO
0%
$0 
AMESQ
0%
$0 
APAC
0%
$0 
ARXX
0%
$0 
ATMI
0%
$0 
BSG
0%
$0 
CAO
0%
$0 
CCU
0%
$0 
CGX
0%
$0 
CMVT
0%
$0 
CSGS CSG Systems International, Inc.
0%
$0 
CTXS Citrix Systems Inc
0%
$0 
DISH
0%
$0 
DKHR
0%
$0 
DVW
0%
$0 
EPAY Bottomline Technologies DE Inc
0%
$0 
FPIC
0%
$0 
FSRV
0%
$0 
GDYS
0%
$0 
GENZ
0%
$0 
HOMZQ
0%
$0 
LLL 2
0%
$0 
LLTC
0%
$0 
LU
0%
$0 
MEDI
0%
$0 
MEDQ
0%
$0 
MER
0%
$0 
MRX
0%
$0 
MW
0%
$0 
NOVL
0%
$0 
NVLS
0%
$0 
OSI
0%
$0 
POS
0%
$0 
PSIXQ
0%
$0 
Q
0%
$0 
QRSI
0%
$0 
SEH
0%
$0 
SFE Safeguard Scientifics, Inc.
0%
$0 
SGK
0%
$0 
SLR
0%
$0 
SPLN
0%
$0 
SRTOQ
0%
$0 
TOM
0%
$0 
VCI
0%
$0 
VTSS
0%
$0 
WPI
0%
$0 
YHOO
0%
$0 
INTU Intuit Inc.
-3.4%
-$148,349.94 
SNPS Synopsys, Inc.
-2.56%
-$78,600 
VYX NCR Voyix Corp
-2.44%
-$3,260 
FDS FactSet Research Systems Inc.
-2.07%
-$240,750 
UIS Unisys Corporation
-2.06%
-$75 
PRGS Progress Software Corporation
-2.02%
-$29,520 
NKE Nike, Inc. - Class B
-1.62%
-$22,720 
JLL Jones Lang LaSalle Inc.
-1.49%
-$202,130.41 
PFGC Performance Food Group Co.
-1.44%
-$95,795 
EXPD Expeditors International of Washington, Inc.
-1.15%
-$620,120 
HD The Home Depot, Inc.
-1.14%
-$31,844.92 
ANF Abercrombie & Fitch Co.
-0.95%
-$7,240 
FISV Fiserv, Inc.
-0.93%
-$29,610 
BBY Best Buy Co., Inc.
-0.87%
-$15,086.25 
MMS Maximus Inc.
-0.86%
-$113,300 
MSFT Microsoft Corp.
-0.65%
-$17,510 
DLTR Dollar Tree, Inc.
-0.52%
-$20,790 
SCSC ScanSource Inc.
-0.47%
-$51,000 
WMT Walmart Inc.
-0.46%
-$14,310 
QCOM QUALCOMM Incorporated
-0.41%
-$33,360 
SLB Schlumberger Limited
-0.14%
-$585 Events
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Dividends
Dividend Analysis
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| Trades 128 | Longs Won 28/128 21% | Profit Factor 78.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.73M |
| Average Win $8.88M | Best Trade (Jul 20) $79.17M | Sharpe Ratio 0 |
| Average Loss -$31,856.22 | Worst Trade (Jul 20) -$1.61M | Z-Score -4.23 (100%) |
| Commissions $0 | Avg. Trade Length 27y 3m 4w | Expectancy $1.91M |
| 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% | 0.19% | 1.99% | 15.73% |
| Consecutive Losing Trades | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
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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 Robert Bacarella?
The largest contributions to the portfolio's profits come from the following stocks: Expeditors International of Washington, Inc - $5.05M, Maximus Inc - $2.3M, FactSet Research Systems Inc - $1.94M, QUALCOMM Incorporated - $1.89M, and Citigroup Inc - $1.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Robert Bacarella's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.23M earned over time. The largest contributors to dividend income include Expeditors International of Washington, Inc - $5.05M, Maximus Inc - $2.3M, FactSet Research Systems Inc - $1.94M, QUALCOMM Incorporated - $1.89M, and Citigroup Inc - $1.77M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert Bacarella's monthly returns?
Robert Bacarella'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 Robert Bacarella's strategy be considered aggressive or moderate?
Robert Bacarella'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 Robert Bacarella's strategy?
Robert Bacarella'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.
