RS
Robin Sherwood Portfolio
Invests via HTG Investment Advisors Inc. | Managed by Robin Sherwood, Lex Zaharoff
Invests via HTG Investment Advisors Inc.
Managed by Robin Sherwood, Lex Zaharoff
Automatically Tracked
Robin Sherwood Profile
With a strong foundation in operational leadership, Robin Sherwood has been instrumental in driving growth and strategic initiatives within the technology sector. Her career encompasses significant roles that combine entrepreneurial insight with corporate management acumen, enabling companies to leverage innovation for market expansion. She is recognized for her adeptness at navigating complex challenges and aligning cross-functional teams toward shared objectives. Through her experiences, she has cultivated a reputation as a decisive leader who fosters collaborative environments while pushing organizational boundaries. Robin's ability to synthesize data-driven insights into actionable strategies makes her an asset in capital markets discussions and venture collaborations.
With a strong foundation in operational leadership, Robin Sherwood has been instrumental in driving growth and strategic initiatives within the technology sector. Her career encompasses significant roles that combine entrepreneurial insight with corporate management acumen, enabling companies to leverage innovation for market expansion. She is recognized for her adeptness at navigating complex challenges and aligning cross-functional teams toward shared objectives. Through her experiences, she has cultivated a reputation as a decisive leader who fosters collaborative environments while pushing organizational boundaries. Robin's ability to synthesize data-driven insights into actionable strategies makes her an asset in capital markets discussions and venture collaborations.
Investment Philosophy & Strategy
Capital Lens analysis reveals a profound ability to unlock value through transformative business strategies. Robin Sherwood’s entrepreneurial background and robust operational expertise enable her to identify high-potential investments that prioritize technology innovation. Her focus on enhancing organizational efficiency drives competitive advantage in emerging markets, positioning ventures for sustainable growth. With a knack for cultivating collaborative team dynamics, she adeptly aligns strategic goals with capital deployment activities. This proactive engagement in the venture ecosystem allows her to harness market opportunities effectively while fostering long-lasting partnerships.
Capital Lens analysis reveals a profound ability to unlock value through transformative business strategies. Robin Sherwood’s entrepreneurial background and robust operational expertise enable her to identify high-potential investments that prioritize technology innovation. Her focus on enhancing organizational efficiency drives competitive advantage in emerging markets, positioning ventures for sustainable growth. With a knack for cultivating collaborative team dynamics, she adeptly aligns strategic goals with capital deployment activities. This proactive engagement in the venture ecosystem allows her to harness market opportunities effectively while fostering long-lasting partnerships.
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:
23.15%
Gain +0.67%
Monthly
0.72%
Yearly
9.06%
Drawdown
12.87%
$384.08M
Equity
Holdings
$384.08M
Investment
$278.53M
$113.61M
Profit +$2.98M
Realized
$8.06M
Unrealized
$105.55M
Dividends
$13.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.67%
Profit
$2.98M
Win %
88%
This Week
Compared To Last Week
Gain
0.78%
Profit
$2.95M
Win %
88%
This Month
Compared to last month
Gain
0.3%
Profit
$1.14M
Win %
88%
This Year
Compared to last year
Gain
6.09%
Profit
$23.22M
Win %
88%
STX Seagate Technology Holdings plc
+8.16%
+$60,995.88 
CNDT Conduent Inc.
+6.07%
+$1,910.29 
ORCL Oracle Corporation
+5.71%
+$18,203.32 
META Meta Platforms Inc Class A
+5%
+$13,489.84 
XLK State Street Technology Select Sector SPDR ETF
+3.52%
+$43,473.78 
GEV GE Vernova Inc.
+3.27%
+$29,842.05 
AMZN Amazon.com Inc
+3.26%
+$24,709.24 
VGT Vanguard Information Technology ETF
+3.14%
+$10,657.68 
GOOGL Alphabet Inc
+3.03%
+$19,947 
GE General Electric Company
+2.97%
+$37,708.6 
QQQ Invesco QQQ Trust, Series 1
+2.93%
+$16,336.35 
AVEM Avantis Emerging Markets Equity ETF
+2.88%
+$211,564.71 
NVDA NVIDIA Corporation
+2.87%
+$32,616.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.82%
+$343,999.22 
GOOG Alphabet Inc
+2.82%
+$39,875.68 
AVGO Broadcom Inc.
+2.67%
+$11,650.95 
VUG Vanguard Growth ETF
+2.63%
+$261,264.12 
RPM RPM International Inc.
+2.31%
+$5,989.75 
CAT Caterpillar Inc.
+2.28%
+$6,240 
MS Morgan Stanley
+2.24%
+$7,814.4 
VWO Vanguard FTSE Emerging Markets ETF
+2.23%
+$18,361.98 
PPG PPG Industries Inc.
+2.19%
+$7,569.18 
IWF iShares Russell 1000 Growth ETF
+2.19%
+$39,932.36 
MSFT Microsoft Corp.
+2.08%
+$9,774.36 
AAPL Apple Inc.
+1.82%
+$121,056.36 
VOO Vanguard S&P 500 ETF
+1.74%
+$45,927.68 
DFUS Dimensional U.S. Equity Market ETF
+1.73%
+$81,359.34 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$22,798.91 
IWB iShares Russell 1000 ETF
+1.72%
+$18,731.81 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.7%
+$61,850.88 
VT Vanguard Total World Stock ETF
+1.64%
+$40,903 
DFAU Dimensional US Core Equity Market ETF
+1.63%
+$190,022.62 
CGDV Capital Group Dividend Value ETF
+1.6%
+$3,875 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.49%
+$10,598.45 
IVV iShares Core S&P 500 ETF
+1.49%
+$48,651.26 
VEU Vanguard FTSE All-World ex-US ETF
+1.49%
+$12,158.67 
IDXX IDEXX Laboratories, Inc.
+1.46%
+$3,314.46 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.44%
+$339,874.38 
AVUS Avantis U.S. Equity ETF
+1.42%
+$499,665.52 
DFSU Dimensional US Sustainability Core 1 ETF
+1.42%
+$8,234.66 
VO Vanguard Mid-Cap ETF
+1.35%
+$4,704.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.33%
+$515,683.93 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.24%
+$10,559.82 
BRK-B Berkshire Hathaway Inc.
+1%
+$2,884.14 
CBRE CBRE Group Inc.
+0.96%
+$142,371.58 
AVDE Avantis International Equity ETF
+0.84%
+$217,098.56 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.8%
+$6,236.34 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.75%
+$132,081.23 
DFIC Dimensional International Core Equity Market ETF
+0.72%
+$204,517.77 
VTV Vanguard Value ETF
+0.7%
+$108,744.16 
MDY SPDR S&P MidCap 400 ETF Trust
+0.67%
+$4,352.2 
VGK Vanguard FTSE Europe ETF
+0.5%
+$1,463.4 
DFAS Dimensional U.S. Small Cap ETF
+0.49%
+$20,181.34 
IJH iShares Core S&P Mid-Cap ETF
+0.46%
+$11,565.75 
ISHG iShares 3 Year International Treasury Bond ETF
+0.41%
+$1,013.82 
VOE Vanguard Mid-Cap Value ETF
+0.39%
+$1,433.75 
RTX RTX Corporation
+0.25%
+$849.16 
IVE ISHARES S&P 500 VALUE ETF
+0.23%
+$3,968.07 
JMUB JPMorgan Municipal Bond ETF
+0.21%
+$24,871.87 
BND Vanguard Total Bond Market Index Fund
+0.15%
+$4,614.63 
AGG iShares Core U.S. Aggregate Bond ETF
+0.14%
+$18,245.19 
CL Colgate-Palmolive Company
+0.13%
+$1,011.36 
SDY SPDR S&P Dividend ETF
+0.12%
+$364.45 
JPIE JPMorgan Income ETF
+0.12%
+$5,526.84 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$10,132.23 
VUSB Vanguard Ultra-Short Bond ETF
+0.09%
+$8,717.85 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$14,793.73 
JPM JPMorgan Chase & Co.
0%
+$16.55 
CRA CRA International, Inc.
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
PG Procter & Gamble Co
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
XOM Exxon Mobil Corporation
-4.01%
-$40,852.31 
CVX Chevron Corporation
-3.59%
-$32,464.32 
ABBV AbbVie Inc.
-2.65%
-$5,903.37 
JNJ Johnson & Johnson
-1.87%
-$5,674.5 
IBM International Business Machines Corporation
-1.3%
-$6,301.2 
TKO Tko Group Holdings Inc.
-1.17%
-$3,108.28 
IGF iShares Global Infrastructure ETF
-0.96%
-$4,609.81 
CSCO Cisco Systems, Inc.
-0.8%
-$3,031.07 
XLV Health Care Select Sector SPDR Fund
-0.42%
-$934.7 
SPLV Invesco S&P 500 Low Volatility ETF
-0.14%
-$600.71 
NEE NextEra Energy, Inc.
-0.1%
-$189.49 
AVRE Avantis Real Estate ETF
-0.02%
-$997.34 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 658 | Longs Won 563/658 85% | Profit Factor 198.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,918.78 |
| Average Win $202,821.52 | Best Trade (Jun 15) $10.98M | Sharpe Ratio -3.59 |
| Average Loss -$6,063.05 | Worst Trade (Jun 14) -$84,808.54 | Z-Score 38.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $172,663.42 |
| 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 | 62,500 | 56,250 | 50,000 | 43,750 | 37,500 | 31,250 | 25,000 | 18,750 | 12,500 | 6,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
