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

Tracking: 0 Updated: Yesterday at 04:45 PM

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.

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:

0.03%

Gain

Monthly

Yearly

0.03%

Drawdown

9.79%

$106.29M

Equity

Holdings

$106.29M

Investment

$96.44M

$9.88M

Profit -$427,839.33

Realized

$32,377.94

Unrealized

$9.85M

Dividends

$1.52M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$427,839.33

Win %

75%

This Week

Compared To Last Week

Gain

-0.3%

Profit

-$321,124.62

Win %

75%

This Month

Compared to last month

Gain

0.04%

Profit

$41,944.61

Win %

75%

This Year

Compared to last year

Gain

10.75%

Profit

$10.32M

Win %

67%

Gainers
Losers

CSCO Cisco Systems, Inc.

+2.36%

+$16,381.75

XOM Exxon Mobil Corporation

+1.44%

+$9,276.66

JNJ Johnson & Johnson

+0.97%

+$2,641.97

EFAV iShares MSCI EAFE Min Vol Factor ETF

+0.83%

+$2,967.75

BRK-B Berkshire Hathaway Inc.

+0.38%

+$1,575

IGE iShares North American Natural Resources ETF

+0.31%

+$5,758.2

TIP iShares TIPS Bond ETF

+0.22%

+$570.24

STIP iShares 0-5 Year TIPS Bond ETF

+0.1%

+$3,820.11

SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF

+0.02%

+$422.12

FLOT iShares Floating Rate Bond ETF

+0.01%

+$53.02

SHY iShares 1-3 Year Treasury Bond ETF

+0.01%

+$578.62

META Meta Platforms Inc Class A

-2.94%

-$8,669.52

QUAL iShares MSCI USA Quality Factor ETF

-1.02%

-$3,672

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

-0.82%

-$138,563.04

QQQ Invesco QQQ Trust, Series 1

-0.81%

-$4,333.83

IWN iShares Russell 2000 Value ETF

-0.78%

-$5,967.5

IJR iShares Core S&P Small-Cap ETF

-0.74%

-$2,486.29

IJJ iShares S&P Mid-Cap 400 Value ETF

-0.66%

-$4,482.52

IWS iShares Russell Mid-Cap Value ETF

-0.63%

-$3,154.53

IVV iShares Core S&P 500 ETF

-0.61%

-$172,594.4

VTI VANGUARD TOTAL STOCK MKT ETF

-0.57%

-$24,560.52

IWR iShares Russell Mid-Cap ETF

-0.56%

-$6,076

IJH iShares Core S&P Mid-Cap ETF

-0.48%

-$8,711.09

AMZN Amazon.com Inc

-0.44%

-$1,656.8

EFA iShares MSCI EAFE ETF

-0.43%

-$2,462.85

IJK iShares S&P Mid-Cap 400 Growth ETF

-0.43%

-$1,909.93

IWP iShares Russell Mid-Cap Growth ETF

-0.4%

-$7,140.65

IWM iShares Russell 2000 ETF

-0.39%

-$10,946.92

DIA SPDR Dow Jones Industrial Average ETF Trust

-0.34%

-$7,175.58

IVE ISHARES S&P 500 VALUE ETF

-0.32%

-$42,145.22

AAPL Apple Inc.

-0.31%

-$1,896.25

DGRO iShares Core Dividend Growth ETF

-0.31%

-$1,496.4

IYR iShares U.S. Real Estate ETF

-0.26%

-$1,933.68

DVY iShares Select Dividend ETF

-0.22%

-$6,409.88

ICF iShares Cohen & Steers Realty Majors ETF

-0.16%

-$717.97

IWO iShares Russell 2000 Growth ETF

-0.1%

-$837.33

TJX The TJX Companies, Inc.

-0.1%

-$576

HDV iShares Core High Dividend ETF

-0.09%

-$771.25

HYG iShares iBoxx $ High Yield Corporate Bond ETF

-0.06%

-$260.73

SHYG iShares 0-5 Year High Yield Corporate Bond ETF

-0.01%

-$420.97

SUB iShares Short-Term National Muni Bond ETF

-0.01%

-$99.49

Events

Dividends

Dividend Analysis

No Data

Trades 249	Longs Won 131/249 52%	Profit Factor 20.58
Profitability	Shorts Won 0/0 0%	Standard Deviation $245,319.45
Average Win $79,301.69	Best Trade (Jul 13) $3.35M	Sharpe Ratio -10.38
Average Loss -$4,277.06	Worst Trade (Jul 14) -$87,127.33	Z-Score 0.04 (3.45%)
Commissions $0	Avg. Trade Length 5m 3w 3d	Expectancy $39,694.09

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	25,000	22,500	20,000	17,500	15,000	12,500	10,000	7,500	5,000	2,500