SH
Shirley Ho Portfolio
Invests via RedJay Asset Management Inc. | Managed by Shirley Ho
Invests via RedJay Asset Management Inc.
Managed by Shirley Ho
Automatically Tracked
Veteran data scientist and entrepreneur focused on deep-tech and climate-related applications, specializing in scalable machine learning models for scientific and commercial use. Shirley Ho combines academic training in quantitative science with industry roles building productized AI systems, advising and investing in early-stage startups across AI infrastructure, computational science and climate tech. Market-relevant strengths include technical credibility, domain network and a thesis-driven approach to seed and series-A opportunities.
Veteran data scientist and entrepreneur focused on deep-tech and climate-related applications, specializing in scalable machine learning models for scientific and commercial use. Shirley Ho combines academic training in quantitative science with industry roles building productized AI systems, advising and investing in early-stage startups across AI infrastructure, computational science and climate tech. Market-relevant strengths include technical credibility, domain network and a thesis-driven approach to seed and series-A opportunities.
Investment Philosophy & Strategy
Thesis-driven investor concentrating on deep-tech and climate-tech startups where scalable machine learning and computational science create defensible product moats. Allocates seed to Series A capital with a bias toward teams that pair strong scientific rigor with go-to-market clarity; favors capital-efficient paths to meaningful scientific validation and early revenue signals. Investment style combines technical due diligence, active board/advisor involvement, and network-led deal sourcing. Time horizon is multi-year, with disciplined follow-on capital for conviction positions and emphasis on platform-level impact over short-term exits.
Thesis-driven investor concentrating on deep-tech and climate-tech startups where scalable machine learning and computational science create defensible product moats. Allocates seed to Series A capital with a bias toward teams that pair strong scientific rigor with go-to-market clarity; favors capital-efficient paths to meaningful scientific validation and early revenue signals. Investment style combines technical due diligence, active board/advisor involvement, and network-led deal sourcing. Time horizon is multi-year, with disciplined follow-on capital for conviction positions and emphasis on platform-level impact over short-term exits.
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:
33.03%
Gain -0.48%
Monthly
1.2%
Yearly
15.41%
Drawdown
24.63%
$0
Equity
Holdings
$0
Investment
$0
$71.22M
Profit -$2.36M
Realized
$71.22M
Unrealized
$0
Dividends
$5.7M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$2.36M
Win %
100%
This Week
Compared To Last Week
Gain
-0.36%
Profit
-$2.36M
Win %
100%
This Month
Compared to last month
Gain
0.65%
Profit
$4.29M
Win %
100%
This Year
Compared to last year
Gain
2.24%
Profit
$19.31M
Win %
64%
SPY SPDR S&P 500 ETF Trust
+$27.15M
NVDA NVIDIA Corporation
+$3.7M
MSFT Microsoft Corp.
+$2.72M
META Meta Platforms Inc Class A
+$2.68M
GOOGL Alphabet Inc
+$2.65M
FXI iShares China Large-Cap ETF
+$2.6M
EWBC East West Bancorp Inc.
+$2.47M
BAC Bank of America Corporation
+$2.46M
AZO AutoZone Inc.
+$2.45M
V Visa Inc. Class A
+$1.89M
TPL Texas Pacific Land Corporation
+$1.8M
AMT American Tower Corporation
+$1.73M
VOO Vanguard S&P 500 ETF
+$1.42M
AVGO Broadcom Inc.
+$1.4M
ASML ASML Holding N.V. New York Registry Shares
+$1.1M
AMZN Amazon.com Inc
+$961,290
PYPL PayPal Holdings Inc
+$765,615
RSP Invesco S&P 500 Equal Weight ETF
+$764,967.09
BRK-B Berkshire Hathaway Inc.
+$717,495
YUMC Yum China Holdings Inc.
+$537,850
JPM JPMorgan Chase & Co.
+$521,510
UPWK Upwork Inc.
+$474,500
TSLA Tesla, Inc.
+$468,000
DBMF iMGP DBi Managed Futures Strategy ETF
+$340,720
FNV Franco-Nevada Corporation
+$327,795
SMAR Smartsheet Inc.
+$257,960
URI United Rentals, Inc.
+$256,980
IJR iShares Core S&P Small-Cap ETF
+$256,554.5
SCHW Charles Schwab Corporation
+$222,040
DIS The Walt Disney Company
+$206,345.36
UBER Uber Technologies, Inc.
+$198,400
FAST Fastenal Co.
+$195,500
FCNCA First Citizens BancShares, Inc.
+$160,155
AAPL Apple Inc.
+$132,520
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+$118,578.39
MA Mastercard Incorporated
+$116,640
HCA HCA Healthcare Inc.
+$114,810
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+$85,600
DESP Despegar.com Corp.
$0
SEMR Semrush Holdings, Inc.
-$1.72M
UNH UnitedHealth Group Incorporated
-$830,545
DG Dollar General Corporation
-$675,900
DHR Danaher Corporation
-$672,350
ARE Alexandria Real Estate Equities, Inc.
-$638,400
SOC Sable Offshore Corp.
-$610,200
ROKU Roku, Inc.
-$572,120
CSGP CoStar Group, Inc.
-$481,250
HRI Herc Holdings Inc.
-$457,970
OXY Occidental Petroleum Corporation
-$382,000
PDD PDD Holdings Inc. American Depositary Shares
-$314,870
XOM Exxon Mobil Corporation
-$256,200
AWK American Water Works Company, Inc.
-$226,812.5
IEF iShares 7-10 Year Treasury Bond ETF
-$220,341.99
REGN Regeneron Pharmaceuticals, Inc.
-$214,940
BP BP p.l.c. Sponsored ADR
-$195,296
LLY Eli Lilly and Company
-$130,140
JNJ Johnson & Johnson
-$117,900
WIX Wix.com Ltd.
-$108,240
SPT Sprout Social, Inc. Class A Common Stock
-$108,000
MCO Moody's Corporation
-$72,510
SHW The Sherwin-Williams Company
-$55,440.11
NEE NextEra Energy, Inc.
-$3,370
Events
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Dividends
Dividend Analysis
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| Trades 136 | Longs Won 70/136 51% | Profit Factor 4.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.73M |
| Average Win $936,404.84 | Best Trade (Dec 30) $17.76M | Sharpe Ratio -6.82 |
| Average Loss -$210,399.09 | Worst Trade (Jun 29) -$1.01M | Z-Score -1.8 (94.46%) |
| Commissions $0 | Avg. Trade Length 7m 2w 2d | Expectancy $523,644.59 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Shirley Ho?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $27.15M, NVIDIA Corporation - $3.7M, Microsoft Corp - $2.72M, Meta Platforms Inc Class A - $2.68M, and Alphabet Inc - $2.65M. 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: Semrush Holdings, Inc - $1.72M, UnitedHealth Group Incorporated - $830,545, Dollar General Corporation - $675,900, Danaher Corporation - $672,350, and Alexandria Real Estate Equities, Inc - $638,400. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Shirley Ho's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.7M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $2.65M, Bank of America Corporation - $361,700, East West Bancorp Inc - $346,550, American Tower Corporation - $265,680, and Herc Holdings Inc - $229,600. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Shirley Ho's monthly returns?
Shirley Ho'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 Shirley Ho's strategy be considered aggressive or moderate?
It is difficult to clearly classify Shirley Ho's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Shirley Ho's strategy?
It is difficult to determine whether Shirley Ho's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
