RDB
Robert D. Baker Portfolio
Invests via Advanced Asset Management Advisors Inc. | Managed by Robert D. Baker
Invests via Advanced Asset Management Advisors Inc.
Managed by Robert D. Baker
Automatically Tracked
Robert D. Baker Profile
With a rich professional background in the technology sector, Robert D. Baker has built a reputation as an accomplished entrepreneur and industry innovator. He co-founded multiple successful startups, where he played a pivotal role in steering product development and market penetration strategies that reshaped consumer engagement models. His deep understanding of digital transformation trends enhances his relevance as both an investor and thought leader in the tech landscape. As he continues to engage with emerging ventures, his ability to identify growth opportunities solidifies his standing within entrepreneurial circles and capital markets.
With a rich professional background in the technology sector, Robert D. Baker has built a reputation as an accomplished entrepreneur and industry innovator. He co-founded multiple successful startups, where he played a pivotal role in steering product development and market penetration strategies that reshaped consumer engagement models. His deep understanding of digital transformation trends enhances his relevance as both an investor and thought leader in the tech landscape. As he continues to engage with emerging ventures, his ability to identify growth opportunities solidifies his standing within entrepreneurial circles and capital markets.
Investment Philosophy & Strategy
Within the dynamic tech landscape, Robert D. Baker excels at identifying and cultivating breakthrough opportunities. His entrepreneurial acumen is reflected in his strategic involvement with startups, where he emphasizes innovative growth trajectories and sustainable business models. Drawing on a profound grasp of digital trends, he adeptly assesses market shifts to drive value creation. This approach not only informs his investment decisions but also positions him as a key contributor in discussions surrounding technology advancements. The focus remains on leveraging transformative solutions that resonate with consumer demands while fostering long-term success.
Within the dynamic tech landscape, Robert D. Baker excels at identifying and cultivating breakthrough opportunities. His entrepreneurial acumen is reflected in his strategic involvement with startups, where he emphasizes innovative growth trajectories and sustainable business models. Drawing on a profound grasp of digital trends, he adeptly assesses market shifts to drive value creation. This approach not only informs his investment decisions but also positions him as a key contributor in discussions surrounding technology advancements. The focus remains on leveraging transformative solutions that resonate with consumer demands while fostering long-term success.
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:
68.92%
Gain -0.01%
Monthly
1.05%
Yearly
13.38%
Drawdown
17.67%
$394.97M
Equity
Holdings
$394.97M
Investment
$154.24M
$375.34M
Profit -$65,519.1
Realized
$134.61M
Unrealized
$240.73M
Dividends
$55.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$65,519.1
Win %
91%
This Week
Compared To Last Week
Gain
2.08%
Profit
$8.06M
Win %
91%
This Month
Compared to last month
Gain
2.08%
Profit
$8.06M
Win %
91%
This Year
Compared to last year
Gain
3.67%
Profit
$13.96M
Win %
91%
QCOM QUALCOMM Incorporated
+6.7%
+$517,245.09 
FCX Freeport-McMoRan Inc.
+6.43%
+$1.02M 
AVGO Broadcom Inc.
+6.11%
+$16,227.68 
NVDA NVIDIA Corporation
+2.56%
+$21,406.7 
TXN Texas Instruments Inc
+2.49%
+$212,389.4 
AMGN Amgen Inc.
+2.01%
+$114,375 
AAPL Apple Inc.
+1.96%
+$177,023.62 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$32,346.93 
UNP Union Pacific Corporation
+1.76%
+$101,375.8 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.73%
+$16,891.2 
SH ProShares Short S&P500
+1.44%
+$3,995 
QUAL iShares MSCI USA Quality Factor ETF
+1.39%
+$2,873.69 
JPM JPMorgan Chase & Co.
+1.39%
+$151,782.52 
IXC iShares Global Energy ETF
+1.38%
+$1,691.76 
XLE Energy Select Sector SPDR Fund
+1.29%
+$38 
GOOG Alphabet Inc
+1.28%
+$7,440.68 
VDE Vanguard Energy ETF
+1.27%
+$810.6 
PFM Invesco Dividend Achievers ETF
+1.22%
+$476.1 
GOOGL Alphabet Inc
+1.11%
+$160,528.11 
V Visa Inc. Class A
+1.07%
+$125,439.68 
IVV iShares Core S&P 500 ETF
+0.94%
+$409,829.43 
DUK Duke Energy Corporation
+0.93%
+$22,251.35 
CINF Cincinnati Financial Corporation
+0.78%
+$2,321.16 
TLT iShares 20+ Year Treasury Bond ETF
+0.77%
+$15.75 
WMT Walmart Inc.
+0.75%
+$82,239.15 
EXC Exelon Corporation
+0.46%
+$6,383.16 
UPS United Parcel Service, Inc.
+0.41%
+$8,800 
IXJ iShares Global Healthcare ETF
+0.35%
+$5.6 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.33%
+$2,072.03 
SO The Southern Company
+0.28%
+$6,838.32 
SHY iShares 1-3 Year Treasury Bond ETF
+0.28%
+$2,934.8 
VGSH Vanguard Short-Term Treasury Fund
+0.24%
+$2,965.58 
XLP Consumer Staples Select Sector SPDR Fund
+0.22%
+$182.97 
MA Mastercard Incorporated
+0.17%
+$10,820.59 
VDC VANGUARD CONSUMER STAPLES ETF
+0.14%
+$53.13 
CSCO Cisco Systems, Inc.
+0.11%
+$17,112.03 
VHT Vanguard Health Care ETF
+0.1%
+$21.75 
TMUS T-Mobile US, Inc.
+0.08%
+$5,994.27 
PEG Public Service Enterprise Group Incorporated
+0.08%
+$1,528.92 
MSFT Microsoft Corp.
+0.04%
+$3,748.55 
AMAT Applied Materials, Inc.
0%
$0 
IBB iShares Biotechnology ETF
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MCK McKesson Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
SYK Stryker Corporation
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
GWW W.W. Grainger, Inc.
-5.15%
-$724,316.66 
EMR Emerson Electric Co.
-3.25%
-$394,352 
IGV iShares Expanded Tech-Software Sector ETF
-2.91%
-$56.7 
HD The Home Depot, Inc.
-2.37%
-$137,019.98 
AMZN Amazon.com Inc
-2.32%
-$291,323.51 
VUG Vanguard Growth ETF
-2.16%
-$8,973.25 
VOT Vanguard Mid-Cap Growth ETF
-2%
-$168.84 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.79%
-$84.8 
VXF Vanguard Extended Market ETF
-1.78%
-$604.89 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
-1.75%
-$1,237.6 
IYZ iShares U.S. Telecommunications ETF
-1.74%
-$4,881.51 
VGT Vanguard Information Technology ETF
-1.73%
-$1,609.91 
QQQ Invesco QQQ Trust, Series 1
-1.73%
-$42,316.3 
IWM iShares Russell 2000 ETF
-1.7%
-$1,716.84 
IJR iShares Core S&P Small-Cap ETF
-1.62%
-$13,874.34 
XLK State Street Technology Select Sector SPDR ETF
-1.51%
-$2,006.73 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.51%
-$247.72 
T AT&T Inc.
-1.44%
-$114,653.78 
CVX Chevron Corporation
-1.44%
-$129,867.23 
PEY Invesco High Yield Equity Dividend Achievers ETF
-1.35%
-$310.2 
IXN iShares Global Tech ETF
-1.33%
-$32.22 
RSP Invesco S&P 500 Equal Weight ETF
-0.97%
-$5,472.61 
XLF Financial Select Sector SPDR Fund
-0.77%
-$22 
KR Kroger Co.
-0.74%
-$44,075 
JNJ Johnson & Johnson
-0.7%
-$85,908.23 
RTX RTX Corporation
-0.66%
-$66,889.21 
AEP American Electric Power Company, Inc.
-0.66%
-$19,625.36 
XOM Exxon Mobil Corporation
-0.57%
-$81,500.13 
SPHQ Invesco S&P 500 Quality ETF
-0.55%
-$6,460.15 
IDU iShares U.S. Utilities ETF
-0.51%
-$924.6 
PEP PepsiCo, Inc.
-0.45%
-$16,987.32 
XLV Health Care Select Sector SPDR Fund
-0.44%
-$918.01 
DVY iShares Select Dividend ETF
-0.37%
-$208.8 
NSC Norfolk Southern Corporation
-0.35%
-$16,613.72 
FPE First Trust Preferred Securities and Income ETF
-0.34%
-$720 
XLRE The Real Estate Select Sector SPDR Fund
-0.24%
-$43.67 
SLV iShares Silver Trust
-0.19%
-$421.9 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$47.92 Events
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Dividends
Dividend Analysis
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| Trades 1689 | Longs Won 1085/1689 64% | Profit Factor 12.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.47M |
| Average Win $376,308.54 | Best Trade (Aug 06) $34.35M | Sharpe Ratio -8.91 |
| Average Loss -$54,560.94 | Worst Trade (Jun 29) -$2.39M | Z-Score -1.88 (96.21%) |
| Commissions $0 | Avg. Trade Length 2y 7m 1w 2d | Expectancy $222,226.15 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Robert D. Baker?
The largest contributions to the portfolio's profits come from the following stocks: Applied Materials, Inc - $25.88M, Vanguard Growth ETF - $21.15M, Schwab U.S. Large-Cap ETF - $16.16M, iShares Core S&P U.S. Growth ETF - $13.36M, and Vanguard S&P 500 ETF - $11.78M. 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: Schlumberger Limited - $1.62M, ONEOK, Inc - $1.59M, Truist Financial Corporation - $1.35M, Vanguard Mortgage-Backed Securities Fund - $1.28M, and Boeing Company - $1.08M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robert D. Baker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $55.66M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $4.85M, iShares Core S&P 500 ETF - $4.27M, Exxon Mobil Corporation - $2.32M, Verizon Communications Inc - $1.88M, and Chevron Corporation - $1.8M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robert D. Baker's monthly returns?
Robert D. Baker'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 Robert D. Baker's strategy be considered aggressive or moderate?
Robert D. Baker's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Robert D. Baker's strategy?
Robert D. Baker's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
