Darrell T. Roberts Portfolio
Invests via American Wealth Advisors LLC | Managed by Darrell T. Roberts
Invests via American Wealth Advisors LLC
Managed by Darrell T. Roberts
Automatically Tracked
Senior finance executive and investor with multi-decade experience in corporate finance, M&A and capital markets, advising boards and leading strategic transactions in technology and industrial sectors. Darrell T. Roberts combines operating leadership with private equity and venture investment experience, focusing on value creation, restructuring and growth capital deployments. Background includes CFO responsibilities, board service and portfolio company oversight.
Senior finance executive and investor with multi-decade experience in corporate finance, M&A and capital markets, advising boards and leading strategic transactions in technology and industrial sectors. Darrell T. Roberts combines operating leadership with private equity and venture investment experience, focusing on value creation, restructuring and growth capital deployments. Background includes CFO responsibilities, board service and portfolio company oversight.
Investment Philosophy & Strategy
Seasoned finance operator who pursues disciplined, value-oriented investments in technology and industrial companies, prioritizing opportunities where operational fixes, restructuring or strategic M&A can accelerate value creation. Prefers control or influential minority positions to deploy growth capital, drive governance upgrades and align management incentives. Investment horizon is multi-year with active portfolio stewardship, rigorous due diligence, leverage-aware capital structures, and a bias toward pragmatic exits via strategic sale or structured recapitalization.
Seasoned finance operator who pursues disciplined, value-oriented investments in technology and industrial companies, prioritizing opportunities where operational fixes, restructuring or strategic M&A can accelerate value creation. Prefers control or influential minority positions to deploy growth capital, drive governance upgrades and align management incentives. Investment horizon is multi-year with active portfolio stewardship, rigorous due diligence, leverage-aware capital structures, and a bias toward pragmatic exits via strategic sale or structured recapitalization.
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:
10.57%
Gain -0.72%
Monthly
0.81%
Yearly
10.11%
Drawdown
6.65%
$107.41M
Equity
Holdings
$107.41M
Investment
$96.79M
$10.68M
Profit -$805,593.21
Realized
$70,512.41
Unrealized
$10.61M
Dividends
$1.95M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$805,593.21
Win %
74%
This Week
Compared To Last Week
Gain
-1.29%
Profit
-$1.4M
Win %
74%
This Month
Compared to last month
Gain
0.43%
Profit
$464,554.62
Win %
74%
This Year
Compared to last year
Gain
0.78%
Profit
$830,200.34
Win %
69%
XOM Exxon Mobil Corporation
+2.46%
+$19,049 
IGE iShares North American Natural Resources ETF
+2.02%
+$41,661.93 
TJX The TJX Companies, Inc.
+1.87%
+$9,738 
HDV iShares Core High Dividend ETF
+1.54%
+$14,125.02 
BRK-B Berkshire Hathaway Inc.
+1.21%
+$5,359.2 
JNJ Johnson & Johnson
+0.9%
+$2,486.94 
DVY iShares Select Dividend ETF
+0.81%
+$24,103.87 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.57%
+$2,042.63 
ICF iShares Cohen & Steers Realty Majors ETF
+0.57%
+$2,335.64 
AAPL Apple Inc.
+0.41%
+$2,607.84 
DGRO iShares Core Dividend Growth ETF
+0.36%
+$1,784.95 
IYR iShares U.S. Real Estate ETF
+0.36%
+$2,294.24 
TIP iShares TIPS Bond ETF
+0.24%
+$604.5 
STIP iShares 0-5 Year TIPS Bond ETF
+0.19%
+$7,083.77 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$5,848.56 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$1,061.7 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$267.9 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$49.76 
INTC Intel Corporation
-5.87%
-$18,026.4 
META Meta Platforms Inc Class A
-3.71%
-$12,093.89 
IWO iShares Russell 2000 Growth ETF
-2.55%
-$19,065.34 
IWP iShares Russell Mid-Cap Growth ETF
-2.55%
-$45,484.26 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$13,886.6 
CSCO Cisco Systems, Inc.
-2.26%
-$15,309.04 
AMZN Amazon.com Inc
-1.9%
-$7,356.78 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.86%
-$326,433.36 
IWM iShares Russell 2000 ETF
-1.68%
-$43,237.81 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.57%
-$6,711.44 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.13%
-$50,227.44 
IVV iShares Core S&P 500 ETF
-1.09%
-$316,325.75 
IWR iShares Russell Mid-Cap ETF
-0.97%
-$10,576.51 
IJR iShares Core S&P Small-Cap ETF
-0.94%
-$2,894.76 
IJH iShares Core S&P Mid-Cap ETF
-0.92%
-$16,052.15 
IWN iShares Russell 2000 Value ETF
-0.85%
-$6,125.37 
QUAL iShares MSCI USA Quality Factor ETF
-0.78%
-$2,893.95 
IWS iShares Russell Mid-Cap Value ETF
-0.45%
-$2,220 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.39%
-$8,154.39 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.34%
-$11,964.68 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.33%
-$1,499.91 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.18%
-$1,129.14 
EFA iShares MSCI EAFE ETF
-0.1%
-$549.9 
IVE ISHARES S&P 500 VALUE ETF
-0.07%
-$9,098.4 Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 159/285 55% | Profit Factor 12.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $277,103.8 |
| Average Win $73,024.64 | Best Trade (Oct 14) $4M | Sharpe Ratio -10.49 |
| Average Loss -$7,369.86 | Worst Trade (Oct 14) -$179,433.17 | Z-Score 0.83 (59.42%) |
| Commissions $0 | Avg. Trade Length 6m 3w 3d | Expectancy $37,481.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,843 | $469,503.94 | $632,913.84 | - | $163,409.9 | 34.8% | +0.414% |
| AMZN Amazon.com Inc | 1,520 | $333,746 | $379,878.4 | - | $46,132.4 | 13.82% | -1.9% |
| BRK-B Berkshire Hathaway Inc. | 840 | $422,302 | $446,930.4 | - | $24,628.4 | 5.83% | +1.214% |
| CSCO Cisco Systems, Inc. | 6,173 | $422,367.82 | $662,795.01 | - | $240,427.19 | 56.92% | -2.258% |
| DGRO iShares Core Dividend Growth ETF | 6,263 | $426,691.59 | $493,994.12 | - | $67,302.53 | 15.77% | +0.363% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 4,065 | $1.89M | $2.11M | - | $224,401.23 | 11.9% | -0.385% |
| DVY iShares Select Dividend ETF | 18,905 | $2.74M | $3.01M | - | $268,835.18 | 9.81% | +0.807% |
| EFA iShares MSCI EAFE ETF | 5,499 | $515,519.57 | $569,531.43 | - | $54,011.86 | 10.48% | -0.096% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 3,818 | $325,557.93 | $360,781.91 | - | $35,223.98 | 10.82% | +0.569% |
| FLOT iShares Floating Rate Bond ETF | 10,716 | $547,405.05 | $546,248.1 | - | -$1,156.95 | -0.21% | +0.049% |
| HDV iShares Core High Dividend ETF | 31,044 | $760,989.52 | $933,027.42 | - | $172,037.9 | 22.61% | +1.537% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 5,882 | $477,400.74 | $452,178.75 | - | -$25,221.99 | -5.28% | -0.331% |
| ICF iShares Cohen & Steers Realty Majors ETF | 6,399 | $394,125.98 | $415,199.11 | - | $21,073.13 | 5.35% | +0.566% |
| IGE iShares North American Natural Resources ETF | 31,803 | $1.56M | $2.11M | - | $545,540.66 | 34.97% | +2.018% |
| IJH iShares Core S&P Mid-Cap ETF | 23,781 | $1.55M | $1.72M | - | $168,732.09 | 10.87% | -0.924% |
| IJJ iShares S&P Mid-Cap 400 Value ETF | 4,428 | $574,501.61 | $625,964.22 | - | $51,462.61 | 8.96% | -0.18% |
| IJK iShares S&P Mid-Cap 400 Growth ETF | 3,902 | $374,189.4 | $421,884.24 | - | $47,694.84 | 12.75% | -1.566% |
| IJR iShares Core S&P Small-Cap ETF | 2,244 | $266,622.63 | $304,959.6 | - | $38,336.97 | 14.38% | -0.94% |
| INTC Intel Corporation | 3,219 | $449,456 | $288,969.63 | - | -$160,486.37 | -35.71% | -5.872% |
| IVE ISHARES S&P 500 VALUE ETF | 56,865 | $11.75M | $13.39M | - | $1.64M | 13.99% | -0.068% |
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FAQ
Which stocks have generated the highest profits for Darrell T. Roberts?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $333,780.66, iShares 0-5 Year High Yield Corporate Bond ETF - $264,541.02, iShares 1-3 Year Treasury Bond ETF - $239,108.68, ISHARES S&P 500 VALUE ETF - $205,710.21, and iShares 0-5 Year TIPS Bond ETF - $182,630.55. 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: Microsoft Corp - $17,037.05, Bank OZK - $10,035, Avis Budget Group, Inc - $8,150, Procter & Gamble Co - $3,971.34, and iShares China Large-Cap ETF - $3,944.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Darrell T. Roberts's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.95M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $322,549.17, iShares 0-5 Year High Yield Corporate Bond ETF - $264,541.02, iShares 1-3 Year Treasury Bond ETF - $240,799.54, ISHARES S&P 500 VALUE ETF - $203,902.01, and iShares 0-5 Year TIPS Bond ETF - $182,583.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Darrell T. Roberts's monthly returns?
Darrell T. Roberts's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Darrell T. Roberts's strategy be considered aggressive or moderate?
Darrell T. Roberts's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Darrell T. Roberts's strategy?
Darrell T. Roberts's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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