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:
89.45%
Gain -0.04%
Monthly
1.79%
Yearly
23.76%
Drawdown
21.57%
$379.01M
Equity
Holdings
$379.01M
Investment
$278.53M
$108.54M
Profit -$219,098.49
Realized
$8.06M
Unrealized
$100.48M
Dividends
$14.52M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$219,098.49
Win %
85%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$555,412.68
Win %
85%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.79M
Win %
85%
This Year
Compared to last year
Gain
8.15%
Profit
$28.55M
Win %
86%
STX Seagate Technology Holdings plc
+7.21%
+$46,449.54 
ORCL Oracle Corporation
+3.22%
+$6,763.46 
MS Morgan Stanley
+2.29%
+$7,879.52 
CAT Caterpillar Inc.
+2.15%
+$5,583 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.04%
+$231,335.72 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$136,691.54 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$19,880.41 
VGT Vanguard Information Technology ETF
+1.42%
+$4,675.44 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$11,182.86 
AVGO Broadcom Inc.
+1.32%
+$5,720 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$10,798.46 
VEU Vanguard FTSE All-World ex-US ETF
+1.27%
+$10,058.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$8,168.6 
JPM JPMorgan Chase & Co.
+1.18%
+$6,614.64 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.17%
+$264,346.74 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$6,145.56 
XOM Exxon Mobil Corporation
+1.14%
+$11,711.7 
AVDE Avantis International Equity ETF
+1.1%
+$279,942.88 
CSCO Cisco Systems, Inc.
+1.09%
+$3,800.61 
GE General Electric Company
+1.05%
+$13,516.02 
GEV GE Vernova Inc.
+0.96%
+$10,049.2 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$16,931.92 
DFIC Dimensional International Core Equity Market ETF
+0.94%
+$260,295.35 
RTX RTX Corporation
+0.9%
+$3,221.27 
ABBV AbbVie Inc.
+0.87%
+$2,151.74 
VGK Vanguard FTSE Europe ETF
+0.87%
+$2,471.52 
VT Vanguard Total World Stock ETF
+0.82%
+$20,331.43 
CGDV Capital Group Dividend Value ETF
+0.62%
+$1,500 
AVUS Avantis U.S. Equity ETF
+0.56%
+$196,544.33 
NVDA NVIDIA Corporation
+0.55%
+$6,157.17 
VUG Vanguard Growth ETF
+0.55%
+$54,114.84 
DFUS Dimensional U.S. Equity Market ETF
+0.54%
+$25,189.54 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$18,887.32 
IVV iShares Core S&P 500 ETF
+0.5%
+$16,348.59 
JNJ Johnson & Johnson
+0.5%
+$1,569.94 
VO Vanguard Mid-Cap ETF
+0.49%
+$1,701.45 
DFAU Dimensional US Core Equity Market ETF
+0.49%
+$56,893 
DFAS Dimensional U.S. Small Cap ETF
+0.48%
+$19,925.88 
IWB iShares Russell 1000 ETF
+0.48%
+$5,270.68 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$11,565.75 
CBRE CBRE Group Inc.
+0.47%
+$71,462.77 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$6,103.99 
VOO Vanguard S&P 500 ETF
+0.45%
+$11,930.49 
VTV Vanguard Value ETF
+0.45%
+$70,575.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.44%
+$171,894.64 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$834.04 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.35%
+$61,463.54 
MDY SPDR S&P MidCap 400 ETF Trust
+0.29%
+$1,889.38 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.29%
+$2,258.83 
DFSU Dimensional US Sustainability Core 1 ETF
+0.23%
+$1,382.92 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$887.11 
IVE ISHARES S&P 500 VALUE ETF
+0.2%
+$3,506.55 
CVX Chevron Corporation
+0.16%
+$1,497.61 
META Meta Platforms Inc Class A
+0.09%
+$271.31 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$222 
AVRE Avantis Real Estate ETF
+0.04%
+$1,994.68 
ISHG iShares 3 Year International Treasury Bond ETF
+0.04%
+$99.72 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$1,743.57 
CRAI CRA International Inc.
-2.67%
-$62,261.18 
CNDT Conduent Inc.
-2.44%
-$878.73 
AMZN Amazon.com Inc
-1.03%
-$8,204.4 
TKO Tko Group Holdings Inc.
-1.01%
-$2,403.04 
IBM International Business Machines Corporation
-0.9%
-$3,417.6 
CL Colgate-Palmolive Company
-0.9%
-$6,953.1 
PG Procter & Gamble Co
-0.8%
-$7,490.39 
IDXX IDEXX Laboratories, Inc.
-0.79%
-$1,801.84 
GOOG Alphabet Inc
-0.71%
-$9,860.24 
GOOGL Alphabet Inc
-0.69%
-$4,446.9 
MSFT Microsoft Corp.
-0.6%
-$2,934.18 
SPLV Invesco S&P 500 Low Volatility ETF
-0.43%
-$1,887.93 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$873.17 
SDY SPDR S&P Dividend ETF
-0.29%
-$886.5 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$5,736.42 
IGF iShares Global Infrastructure ETF
-0.17%
-$786.17 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$20,128.15 
AAPL Apple Inc.
-0.15%
-$11,556.42 
RPM RPM International Inc.
-0.13%
-$315.25 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$11,623.65 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$5,332.75 
NEE NextEra Energy, Inc.
-0.04%
-$91.32 
JPIE JPMorgan Income ETF
-0.03%
-$1,507.32 
JMUB JPMorgan Municipal Bond ETF
-0.03%
-$3,553.12 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.01%
-$261.53 
PPG PPG Industries Inc.
-0.01%
-$28.89 Events
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Dividends
Dividend Analysis
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| Trades 658 | Longs Won 553/658 84% | Profit Factor 122.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $678,090.44 |
| Average Win $197,885.63 | Best Trade (Jul 22) $10.95M | Sharpe Ratio -13.29 |
| Average Loss -$8,488.67 | Worst Trade (Jul 24) -$108,453.77 | Z-Score 31.9 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4d | Expectancy $164,953.56 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $2.06M, Dimensional International Core Equity Market ETF - $1.59M, Avantis International Equity ETF - $1.44M, and Vanguard Short-Term Bond ETF - $1.16M. 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: Altus Power Inc - $17,887.67 and IDEXX Laboratories, Inc - $6,108. 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 $14.52M 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 - $1.44M, iShares Core U.S. Aggregate Bond ETF - $1.13M, and Vanguard Short-Term Bond ETF - $1.11M. 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.
