MTR

Michael T. Roberts Portfolio

Invests via Roberts Capital Advisors LLC | Managed by Michael T. Roberts

Invests via Roberts Capital Advisors LLC

Managed by Michael T. Roberts

Automatically Tracked

Tracking: 0 Updated: Yesterday at 07:51 AM

Michael T. Roberts Profile

With a diverse background in corporate leadership and investment management, Michael T. Roberts has established himself as a dynamic figure within the financial sector. His expertise spans various industries, contributing to significant value creation through strategic initiatives and transformative projects. Over the years, he has demonstrated a strong capacity for operational improvement and business expansion across numerous markets. Known for his hands-on approach, he actively engages with key stakeholders to drive performance and foster innovation. This unique blend of experience positions him as an influential leader capable of navigating complex economic landscapes.

Investment Philosophy & Strategy

Opportunities in emerging markets guide the strategic direction of investments pursued by this seasoned executive. Michael T. Roberts emphasizes innovative solutions to create competitive advantages, leveraging his extensive background in corporate leadership and investment management. His approach integrates a deep understanding of market dynamics with a hands-on engagement strategy that cultivates robust stakeholder relationships. By focusing on operational efficiency and sustainable growth, he seeks ventures that align with transformational potential across industries, setting the stage for long-term value creation.

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:

102.57%

Gain +0.01%

Monthly

1.01%

Yearly

12.77%

Drawdown

24.7%

$103.87M

Equity

Holdings

$103.87M

Investment

$85.43M

$65.76M

Profit +$16,936.35

Realized

$35.83M

Unrealized

$29.93M

Dividends

$3.99M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.01%

Profit

$16,936.35

Win %

77%

This Week

Compared To Last Week

Gain

0.02%

Profit

$16,936.35

Win %

77%

This Month

Compared to last month

Gain

-0.97%

Profit

-$1.02M

Win %

77%

This Year

Compared to last year

Gain

11%

Profit

$10.3M

Win %

77%

Gainers
Losers

KLAC KLA Corporation

+5.55%

+$82,128.58

AMD Advanced Micro Devices, Inc.

+4.73%

+$95,531.84

QCOM QUALCOMM Incorporated

+4.32%

+$50,781.66

CME CME Group Inc.

+2.8%

+$29,988.04

AMAT Applied Materials, Inc.

+2.64%

+$61,332.74

GS The Goldman Sachs Group, Inc.

+2.62%

+$50,397.47

T AT&T Inc.

+2.52%

+$10,727.1

VZ Verizon Communications Inc.

+2.49%

+$12,709.71

JPM JPMorgan Chase & Co.

+2.31%

+$60,428.42

AXP American Express Company

+2.18%

+$15,727.87

PM Philip Morris International Inc.

+1.95%

+$14,014.1

TSLA Tesla, Inc.

+1.82%

+$25,035.92

TMUS T-Mobile US, Inc.

+1.76%

+$14,864.96

ACN Accenture plc Class A

+1.65%

+$6,775.8

WFC Wells Fargo & Company

+1.61%

+$11,178.65

LIN Linde plc

+1.58%

+$20,788.44

BAC Bank of America Corporation

+1.56%

+$14,542.6

BLK BlackRock, Inc.

+1.52%

+$8,080.07

NRG NRG Energy, Inc.

+1.43%

+$10,085.46

SPGI S&P Global Inc.

+1.35%

+$10,438.18

C Citigroup Inc.

+1.27%

+$7,175.49

LRCX Lam Research Corporation

+1.18%

+$30,523.42

JNJ Johnson & Johnson

+1.07%

+$15,516.86

V Visa Inc. Class A

+1.05%

+$19,479.01

APH Amphenol Corporation

+0.88%

+$7,893.88

PG Procter & Gamble Co

+0.86%

+$7,501.89

MSCI MSCI Inc.

+0.81%

+$3,107.26

GE General Electric Company

+0.76%

+$7,017.96

CVX Chevron Corporation

+0.75%

+$6,819.35

UNH UnitedHealth Group Incorporated

+0.73%

+$6,872.58

MA Mastercard Incorporated

+0.71%

+$9,719.47

BRK-B Berkshire Hathaway Inc.

+0.71%

+$16,262

COST Costco Wholesale Corporation

+0.68%

+$6,060.58

MS Morgan Stanley

+0.65%

+$8,162.66

SPY SPDR S&P 500 ETF Trust

+0.54%

+$89,531.39

GOOGL Alphabet Inc

+0.53%

+$14,240.96

GOOG Alphabet Inc

+0.45%

+$9,553.6

WMT Walmart Inc.

+0.45%

+$5,440.51

CDNS Cadence Design Systems, Inc.

+0.32%

+$3,336.7

XOM Exxon Mobil Corporation

+0.28%

+$4,509.83

ADP Automatic Data Processing Inc.

+0.2%

+$865.5

NVDA NVIDIA Corporation

+0.16%

+$10,082.56

KO The Coca-Cola Company

+0.11%

+$891

MSFT Microsoft Corp.

+0.1%

+$3,730.31

PANW Palo Alto Networks, Inc.

+0.03%

+$290.34

ORCL Oracle Corporation

+0.02%

+$73.06

ADBE Adobe Inc.

-6.75%

-$28,894.89

LLY Eli Lilly and Company

-2.41%

-$56,403

PLTR Palantir Technologies Inc.

-2.36%

-$8,478.97

ABT Abbott Laboratories

-1.64%

-$6,610.59

AAPL Apple Inc.

-1.52%

-$83,358

MU Micron Technology, Inc.

-1.43%

-$57,724.52

MRK Merck & Co., Inc.

-1.42%

-$10,808.89

AMZN Amazon.com Inc

-1.23%

-$37,488.27

NFLX Netflix, Inc.

-1.14%

-$5,003.4

IBM International Business Machines Corporation

-0.95%

-$6,274.49

AVGO Broadcom Inc.

-0.91%

-$20,839.02

CSCO Cisco Systems, Inc.

-0.6%

-$7,536.54

BKR Baker Hughes Company

-0.54%

-$4,681.46

ISRG Intuitive Surgical, Inc.

-0.45%

-$3,161.11

CRM Salesforce Inc

-0.34%

-$1,826.72

META Meta Platforms Inc Class A

-0.26%

-$4,052.78

INTU Intuit Inc.

-0.07%

-$264.59

Events

Dividends

Dividend Analysis

No Data

Trades 284	Longs Won 175/284 61%	Profit Factor 8.13
Profitability	Shorts Won 0/0 0%	Standard Deviation $629,837.48
Average Win $428,484.32	Best Trade (Jun 30) $5.41M	Sharpe Ratio -9.45
Average Loss -$84,656.87	Worst Trade (Jun 14) -$709,743.19	Z-Score -1.36 (82.93%)
Commissions $0	Avg. Trade Length 2y 3m 3w 3d	Expectancy $231,539.29

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	1,227	1,104	982	859	736	613	491	368	245	123