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:
77.9%
Gain +0.38%
Monthly
1.03%
Yearly
13.03%
Drawdown
17.67%
$392.14M
Equity
Holdings
$392.14M
Investment
$154.24M
$372.51M
Profit +$1.88M
Realized
$134.61M
Unrealized
$237.91M
Dividends
$56.69M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.38%
Profit
$1.88M
Win %
88%
This Week
Compared To Last Week
Gain
0.48%
Profit
$1.88M
Win %
88%
This Month
Compared to last month
Gain
0.64%
Profit
$2.49M
Win %
88%
This Year
Compared to last year
Gain
2.92%
Profit
$11.14M
Win %
89%
TXN Texas Instruments Inc
+5.47%
+$487,546 
FCX Freeport-McMoRan Inc.
+3.65%
+$632,500 
AVGO Broadcom Inc.
+3.15%
+$7,331.9 
AMAT Applied Materials, Inc.
+2.81%
+$201,969.64 
QCOM QUALCOMM Incorporated
+2.64%
+$244,622.75 
CSCO Cisco Systems, Inc.
+2.24%
+$321,179.64 
EMR Emerson Electric Co.
+2.13%
+$265,384 
NSC Norfolk Southern Corporation
+2.08%
+$91,732 
NVDA NVIDIA Corporation
+2.04%
+$18,983.3 
UNP Union Pacific Corporation
+1.95%
+$104,939.8 
IYZ iShares U.S. Telecommunications ETF
+1.81%
+$5,048.69 
IXN iShares Global Tech ETF
+1.5%
+$40.59 
IJR iShares Core S&P Small-Cap ETF
+1.33%
+$10,521.42 
GOOG Alphabet Inc
+1.32%
+$6,880.89 
GOOGL Alphabet Inc
+1.3%
+$170,222.64 
VGT Vanguard Information Technology ETF
+1.23%
+$1,262.04 
XLK State Street Technology Select Sector SPDR ETF
+1.21%
+$1,790.4 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.16%
+$50.4 
QQQ Invesco QQQ Trust, Series 1
+1.12%
+$29,127.34 
SYK Stryker Corporation
+1.1%
+$2,025 
VXF Vanguard Extended Market ETF
+1.08%
+$356.02 
VUG Vanguard Growth ETF
+1.04%
+$4,486.62 
IWM iShares Russell 2000 ETF
+1.01%
+$961.02 
VOT Vanguard Mid-Cap Growth ETF
+1%
+$82.6 
AMZN Amazon.com Inc
+0.94%
+$103,287.6 
TMUS T-Mobile US, Inc.
+0.92%
+$63,588.84 
AEP American Electric Power Company, Inc.
+0.91%
+$25,315.25 
EXC Exelon Corporation
+0.9%
+$11,015.51 
RSPN Invesco S&P 500 Equal Weight Industrials ETF
+0.86%
+$558.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$117.92 
IVV iShares Core S&P 500 ETF
+0.69%
+$300,390 
SPY SPDR S&P 500 ETF Trust
+0.68%
+$12,349.14 
AAPL Apple Inc.
+0.65%
+$64,156.02 
VOO Vanguard S&P 500 ETF
+0.64%
+$338,648.38 
PFM Invesco Dividend Achievers ETF
+0.55%
+$207.21 
PEG Public Service Enterprise Group Incorporated
+0.53%
+$9,173.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.5%
+$1,041.6 
HD The Home Depot, Inc.
+0.41%
+$19,720.17 
XLU Utilities Select Sector SPDR Fund
+0.38%
+$718.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.36%
+$1,954.5 
IDU iShares U.S. Utilities ETF
+0.35%
+$562.8 
SO The Southern Company
+0.34%
+$7,225.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.32%
+$2,934.4 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.31%
+$65.8 
MSFT Microsoft Corp.
+0.3%
+$33,955.68 
XLRE The Real Estate Select Sector SPDR Fund
+0.29%
+$47.64 
GWW W.W. Grainger, Inc.
+0.29%
+$38,334.49 
DVY iShares Select Dividend ETF
+0.23%
+$123.54 
MA Mastercard Incorporated
+0.21%
+$13,053 
DUK Duke Energy Corporation
+0.19%
+$4,160.03 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.18%
+$1,110 
RTX RTX Corporation
+0.16%
+$13,565.3 
UPS United Parcel Service, Inc.
+0.1%
+$1,800 
PG Procter & Gamble Co
+0.09%
+$3,892.72 
FPE First Trust Preferred Securities and Income ETF
+0.09%
+$180 
IXC iShares Global Energy ETF
+0.07%
+$89.04 
IGV iShares Expanded Tech-Software Sector ETF
+0.05%
+$1 
XOM Exxon Mobil Corporation
+0.01%
+$1,851.35 
VDC VANGUARD CONSUMER STAPLES ETF
+0.01%
+$3.22 
SLV iShares Silver Trust
-1.9%
-$4,408.85 
MCK McKesson Corporation
-1.18%
-$3,190.5 
AMGN Amgen Inc.
-0.98%
-$60,074.85 
LLY Eli Lilly and Company
-0.78%
-$4,326.95 
JNJ Johnson & Johnson
-0.77%
-$95,830.02 
JPM JPMorgan Chase & Co.
-0.61%
-$63,371.34 
SH ProShares Short S&P500
-0.56%
-$1,530 
CINF Cincinnati Financial Corporation
-0.46%
-$1,261.5 
IBB iShares Biotechnology ETF
-0.34%
-$127.8 
KR Kroger Co.
-0.34%
-$20,500 
XLV Health Care Select Sector SPDR Fund
-0.28%
-$599.25 
CVX Chevron Corporation
-0.28%
-$26,628.02 
XLF Financial Select Sector SPDR Fund
-0.23%
-$6.25 
T AT&T Inc.
-0.23%
-$18,546.94 
PEP PepsiCo, Inc.
-0.22%
-$7,549.92 
IXJ iShares Global Healthcare ETF
-0.21%
-$3.36 
WMT Walmart Inc.
-0.16%
-$16,250.85 
TLT iShares 20+ Year Treasury Bond ETF
-0.14%
-$2.75 
V Visa Inc. Class A
-0.13%
-$15,360.32 
XLP Consumer Staples Select Sector SPDR Fund
-0.13%
-$101.11 
VHT Vanguard Health Care ETF
-0.1%
-$23.25 
SPHQ Invesco S&P 500 Quality ETF
-0.08%
-$893.42 
XLE Energy Select Sector SPDR Fund
-0.06%
-$2 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$446.6 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$529.58 
VDE Vanguard Energy ETF
0%
-$1.93 Events
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Dividends
Dividend Analysis
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| Trades 1689 | Longs Won 1072/1689 63% | Profit Factor 12.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.48M |
| Average Win $378,559.27 | Best Trade (Aug 17) $34.77M | Sharpe Ratio -8.91 |
| Average Loss -$53,974.66 | Worst Trade (Jun 29) -$2.39M | Z-Score -2.92 (100%) |
| Commissions $0 | Avg. Trade Length 2y 7m 3w 3d | Expectancy $220,552.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 29,702 | $1.42M | $9.88M | - | $8.46M | 596.55% | +0.654% |
| AEP American Electric Power Company, Inc. | 23,225 | $2.04M | $2.81M | - | $768,747.5 | 37.73% | +0.91% |
| AMAT Applied Materials, Inc. | 13,555 | $443,790.7 | $7.38M | - | $6.93M | 1,562.19% | +2.815% |
| AMGN Amgen Inc. | 15,000 | $2.74M | $6.05M | - | $3.31M | 120.93% | -0.983% |
| AMZN Amazon.com Inc | 44,140 | $6.07M | $11.06M | - | $4.99M | 82.15% | +0.943% |
| AVGO Broadcom Inc. | 677 | $255,736.75 | $239,976.19 | - | -$15,760.56 | -6.16% | +3.152% |
| CINF Cincinnati Financial Corporation | 1,682 | $250,838.29 | $271,474.8 | - | $20,636.51 | 8.23% | -0.463% |
| CSCO Cisco Systems, Inc. | 131,631 | $6.55M | $14.64M | - | $8.09M | 123.46% | +2.243% |
| CVX Chevron Corporation | 46,715 | $4.46M | $9.65M | - | $5.19M | 116.44% | -0.275% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,834 | $610,998.9 | $935,743.48 | - | $324,744.58 | 53.15% | +0.315% |
| DUK Duke Energy Corporation | 19,349 | $1.94M | $2.2M | - | $265,565.02 | 13.69% | +0.189% |
| DVY iShares Select Dividend ETF | 348 | $36,807.88 | $53,266.62 | - | $16,458.74 | 44.72% | +0.232% |
| EMR Emerson Electric Co. | 78,400 | $4.03M | $12.7M | - | $8.67M | 214.99% | +2.135% |
| EXC Exelon Corporation | 30,396 | $1.05M | $1.24M | - | $193,979.47 | 18.52% | +0.895% |
| FCX Freeport-McMoRan Inc. | 250,000 | $2.49M | $17.95M | - | $15.46M | 620.26% | +3.652% |
| FPE First Trust Preferred Securities and Income ETF | 12,000 | $240,840 | $205,020 | - | -$35,820 | -14.87% | +0.088% |
| GOOG Alphabet Inc | 1,555 | $103,964.75 | $527,697.02 | - | $423,732.27 | 407.57% | +1.321% |
| GOOGL Alphabet Inc | 38,775 | $2.08M | $13.29M | - | $11.21M | 539.63% | +1.298% |
| GWW W.W. Grainger, Inc. | 10,250 | $2.89M | $13.18M | - | $10.29M | 355.84% | +0.292% |
| HD The Home Depot, Inc. | 17,000 | $3.01M | $4.82M | - | $1.81M | 59.94% | +0.411% |
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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 - $25.89M, 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 - $11.92M. 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 $56.69M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $4.98M, iShares Core S&P 500 ETF - $4.27M, Exxon Mobil Corporation - $2.42M, Chevron Corporation - $1.88M, and Verizon Communications Inc - $1.88M. 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.
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