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:
99.52%
Gain -0.9%
Monthly
1.79%
Yearly
23.76%
Drawdown
21.58%
$393.81M
Equity
Holdings
$393.81M
Investment
$292.35M
$113.6M
Profit -$1.75M
Realized
$12.14M
Unrealized
$101.46M
Dividends
$15.39M
Goals
Avg. 59.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$1.75M
Win %
81%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.75M
Win %
81%
This Month
Compared to last month
Gain
-0.39%
Profit
-$1.52M
Win %
81%
This Year
Compared to last year
Gain
0.94%
Profit
$3.66M
Win %
82%
GOOGL Alphabet Inc
+3.08%
+$19,105.2 
GOOG Alphabet Inc
+2.97%
+$35,352.31 
IBM International Business Machines Corporation
+2.71%
+$23,911.84 
CRAI CRA International Inc.
+2.68%
+$59,063.06 
MSFT Microsoft Corp.
+2.27%
+$13,507.45 
TKO Tko Group Holdings Inc.
+2.26%
+$5,622.33 
SPGI S&P Global Inc.
+1.85%
+$6,672.8 
ALL Allstate Corporation
+1.78%
+$4,117.68 
ABBV AbbVie Inc.
+1.73%
+$4,346.76 
CL Colgate-Palmolive Company
+1.6%
+$11,331.28 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$3,451.2 
CNDT Conduent Inc.
+0.95%
+$337.11 
SDY SPDR S&P Dividend ETF
+0.62%
+$1,432.62 
JNJ Johnson & Johnson
+0.58%
+$1,929.34 
RPM RPM International Inc.
+0.56%
+$1,358 
AAPL Apple Inc.
+0.54%
+$32,332.95 
PG Procter & Gamble Co
+0.52%
+$4,606.26 
CBRE CBRE Group Inc.
+0.2%
+$31,022.6 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$2,706.24 
DFCF Dimensional Core Fixed Income ETF
+0.01%
+$289.21 
VCRB Vanguard Core Bond ETF
+0.01%
+$229.99 
GEV GE Vernova Inc.
-8.66%
-$87,956.92 
AVGO Broadcom Inc.
-4.79%
-$12,591.63 
ORCL Oracle Corporation
-4.42%
-$18,730.6 
CAT Caterpillar Inc.
-4.15%
-$10,197 
MS Morgan Stanley
-3.4%
-$7,122.33 
NVDA NVIDIA Corporation
-2.85%
-$23,479.97 
EMR Emerson Electric Co.
-2.59%
-$5,835.6 
STX Seagate Technology Holdings plc
-2.23%
-$8,435.69 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$144,315.49 
GE General Electric Company
-1.98%
-$27,085.98 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$240,025.52 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$5,346.11 
JPM JPMorgan Chase & Co.
-1.72%
-$9,639.82 
CSCO Cisco Systems, Inc.
-1.65%
-$4,736 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$19,841.52 
RTX RTX Corporation
-1.32%
-$4,836.5 
VGT Vanguard Information Technology ETF
-1.24%
-$4,336.99 
AMZN Amazon.com Inc
-1.22%
-$9,624.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$10,082.54 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$6,797.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$6,021.76 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$9,228.87 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$226,401.34 
IGF iShares Global Infrastructure ETF
-0.98%
-$3,921.12 
CVX Chevron Corporation
-0.94%
-$9,670.1 
XOM Exxon Mobil Corporation
-0.85%
-$9,840.67 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$17,226.7 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$5,254.6 
AVDE Avantis International Equity ETF
-0.74%
-$211,741.68 
VGK Vanguard FTSE Europe ETF
-0.73%
-$2,146.32 
NEE NextEra Energy, Inc.
-0.69%
-$1,301.31 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$11,987.2 
AVRE Avantis Real Estate ETF
-0.64%
-$32,539.38 
VT Vanguard Total World Stock ETF
-0.62%
-$16,636 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$172,573.37 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.57%
-$5,654.61 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$3,111.48 
CGDV Capital Group Dividend Value ETF
-0.55%
-$1,350 
AVUS Avantis U.S. Equity ETF
-0.51%
-$195,842.79 
VTV Vanguard Value ETF
-0.46%
-$73,512.13 
VO Vanguard Mid-Cap ETF
-0.43%
-$1,524.6 
JTNY JPMorgan New York Tax Free Bond ETF
-0.41%
-$1,751.8 
DFAS Dimensional U.S. Small Cap ETF
-0.39%
-$13,799.34 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$1,461.48 
DFUS Dimensional U.S. Equity Market ETF
-0.38%
-$18,424.96 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$148,148.71 
DFAU Dimensional US Core Equity Market ETF
-0.37%
-$44,564.13 
ISHG iShares 3 Year International Treasury Bond ETF
-0.35%
-$968.84 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$1,468.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$697.11 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$4,447.89 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,614.01 
IVV iShares Core S&P 500 ETF
-0.32%
-$10,844.95 
IWB iShares Russell 1000 ETF
-0.32%
-$3,639.6 
DFSU Dimensional US Sustainability Core 1 ETF
-0.22%
-$1,600.2 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$40,054.05 
VUG Vanguard Growth ETF
-0.16%
-$17,663.28 
PPG PPG Industries Inc.
-0.16%
-$476.69 
JPIE JPMorgan Income ETF
-0.12%
-$6,135.45 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$1,739.03 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$6,132.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$2,076.96 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$466.55 
SPLV Invesco S&P 500 Low Volatility ETF
-0.02%
-$85.81 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$1,907.27 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$270.17 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$770.98 Events
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Dividends
Dividend Analysis
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| Trades 720 | Longs Won 593/720 82% | Profit Factor 50.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $673,174.79 |
| Average Win $195,444.8 | Best Trade (Aug 14) $11.64M | Sharpe Ratio -12.86 |
| Average Loss -$18,084.22 | Worst Trade (Sep 10) -$262,203.33 | Z-Score 27.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 1d | Expectancy $157,780.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,063 | $3.87M | $6.03M | - | $2.16M | 55.76% | +0.539% |
| ABBV AbbVie Inc. | 979 | $226,607.04 | $256,067.24 | - | $29,460.2 | 13% | +1.727% |
| AGG iShares Core U.S. Aggregate Bond ETF | 103,848 | $10.16M | $9.97M | - | -$190,814.14 | -1.88% | -0.021% |
| ALL Allstate Corporation | 912 | $217,001 | $235,501.2 | - | $18,500.2 | 8.53% | +1.78% |
| AMZN Amazon.com Inc | 3,065 | $474,838.52 | $777,406.6 | - | $302,568.08 | 63.72% | -1.223% |
| AVDE Avantis International Equity ETF | 306,872 | $19.37M | $28.31M | - | $8.94M | 46.13% | -0.742% |
| AVEM Avantis Emerging Markets Equity ETF | 73,443 | $4.3M | $6.86M | - | $2.56M | 59.58% | -2.061% |
| AVGO Broadcom Inc. | 727 | $212,607.43 | $250,575.09 | - | $37,967.66 | 17.86% | -4.785% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 12,707 | $925,395.03 | $993,115.58 | - | $67,720.55 | 7.32% | -0.566% |
| AVRE Avantis Real Estate ETF | 110,303 | $4.83M | $5.07M | - | $234,022.84 | 4.84% | -0.638% |
| AVUS Avantis U.S. Equity ETF | 296,736 | $26.58M | $38.28M | - | $11.7M | 44.02% | -0.509% |
| BND Vanguard Total Bond Market Index Fund | 31,103 | $2.28M | $2.21M | - | -$69,110.45 | -3.03% | -0.021% |
| BRK-B Berkshire Hathaway Inc. | 583 | $214,308.8 | $292,199.6 | - | $77,890.8 | 36.35% | -1.797% |
| BSV Vanguard Short-Term Bond ETF | 154,196 | $11.98M | $11.83M | - | -$150,903.01 | -1.26% | -0.007% |
| CAT Caterpillar Inc. | 300 | $212,816 | $235,374 | - | $22,558 | 10.6% | -4.152% |
| CBRE CBRE Group Inc. | 110,795 | $8.78M | $15.6M | - | $6.82M | 77.64% | +0.199% |
| CGDV Capital Group Dividend Value ETF | 5,000 | $218,200 | $245,550 | - | $27,350 | 12.53% | -0.547% |
| CL Colgate-Palmolive Company | 8,152 | $642,906.15 | $718,924.88 | - | $76,018.73 | 11.82% | +1.601% |
| CNDT Conduent Inc. | 22,474 | $52,850.97 | $35,621.29 | - | -$17,229.68 | -32.6% | +0.955% |
| CRAI CRA International Inc. | 13,609 | $1.79M | $2.26M | - | $475,322.24 | 26.6% | +2.681% |
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FAQ
Which stocks have generated the highest profits for Robin Sherwood?
The largest contributions to the portfolio's profits come from the following stocks: CBRE Group Inc - $3.82M, Dimensional World ex U.S. Core Equity 2 ETF - $2.57M, Dimensional International Core Equity Market ETF - $1.59M, Avantis International Equity ETF - $1.54M, and Vanguard Short-Term Bond ETF - $1.37M. 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: Pfizer Inc - $43,029.1, The Walt Disney Company - $38,839.64, AbbVie Inc - $34,152.54, IDEXX Laboratories, Inc - $32,864.24, and T-Mobile US, Inc - $21,366.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Robin Sherwood's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.39M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $1.71M, Dimensional International Core Equity Market ETF - $1.59M, Avantis International Equity ETF - $1.54M, iShares Core U.S. Aggregate Bond ETF - $1.19M, and Vanguard Short-Term Bond ETF - $1.18M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Robin Sherwood's monthly returns?
Robin Sherwood'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 Robin Sherwood's strategy be considered aggressive or moderate?
Robin Sherwood's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Robin Sherwood's strategy?
Robin Sherwood's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
