Ian Wang Portfolio
Invests via Plato Investment Management Ltd | Managed by Ian Wang
Invests via Plato Investment Management Ltd
Managed by Ian Wang
Automatically Tracked
Ian Wang Profile
Experienced growth investor and operator focused on enterprise software, cloud infrastructure and AI-driven platforms. Ian Wang brings operating experience from founding and scaling technology ventures and has led growth equity and venture investments across Series A–D, taking multiple board observer and director roles. He evaluates capital-efficient business models, ARR expansion, unit economics and go-to-market scale. Market-facing profile emphasizes active portfolio support, M&A readiness and cross-border sourcing in major tech hubs.
Experienced growth investor and operator focused on enterprise software, cloud infrastructure and AI-driven platforms. Ian Wang brings operating experience from founding and scaling technology ventures and has led growth equity and venture investments across Series A–D, taking multiple board observer and director roles. He evaluates capital-efficient business models, ARR expansion, unit economics and go-to-market scale. Market-facing profile emphasizes active portfolio support, M&A readiness and cross-border sourcing in major tech hubs.
Investment Philosophy & Strategy
Focuses on growth-stage enterprise software, cloud infrastructure and AI platforms, favoring capital-efficient models with clear ARR expansion and strong unit economics. Prefers Series A–D opportunities where go-to-market scale and repeatable sales motions drive valuation uplifts. Allocates capital with an outcomes-oriented time horizon that balances aggressive scaling and M&A optionality, using active board engagement and operator playbooks to de-risk execution. Emphasizes cross-border sourcing in major tech hubs, diligence on channel and partner strategies, and disciplined follow-on reserves to protect ownership in high-conviction winners.
Focuses on growth-stage enterprise software, cloud infrastructure and AI platforms, favoring capital-efficient models with clear ARR expansion and strong unit economics. Prefers Series A–D opportunities where go-to-market scale and repeatable sales motions drive valuation uplifts. Allocates capital with an outcomes-oriented time horizon that balances aggressive scaling and M&A optionality, using active board engagement and operator playbooks to de-risk execution. Emphasizes cross-border sourcing in major tech hubs, diligence on channel and partner strategies, and disciplined follow-on reserves to protect ownership in high-conviction winners.
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:
84.92%
Gain +1.21%
Monthly
2%
Yearly
26.93%
Drawdown
27%
$1.69B
Equity
Holdings
$1.69B
Investment
$1.26B
$468.17M
Profit +$16.78M
Realized
$35.74M
Unrealized
$432.42M
Dividends
$39.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.21%
Profit
$16.78M
Win %
61%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$4.64M
Win %
61%
This Month
Compared to last month
Gain
-0.98%
Profit
-$16.65M
Win %
61%
This Year
Compared to last year
Gain
14.16%
Profit
$209.64M
Win %
59%
SNDK SanDisk Corporation
+14.27%
+$134,549.13 
WDC Western Digital Corporation
+12.51%
+$626,710.53 
MU Micron Technology, Inc.
+12.17%
+$3.29M 
TER Teradyne, Inc.
+12.07%
+$338,593.6 
HAS Hasbro Inc.
+8.81%
+$9,634.6 
INTC Intel Corporation
+8.64%
+$762,508.55 
AMD Advanced Micro Devices, Inc.
+8.11%
+$1.76M 
AMAT Applied Materials, Inc.
+7.39%
+$771,871.4 
MMM 3M Company
+7.32%
+$33,575.3 
MRVL Marvell Technology, Inc.
+6.68%
+$276,388.56 
WFRD Weatherford International plc
+6.55%
+$4,136.96 
FCX Freeport-McMoRan Inc.
+6.37%
+$7,722.19 
WPM Wheaton Precious Metals Corp.
+6.29%
+$300,696.9 
P Everpure Inc.
+6.29%
+$18,515.2 
GLW Corning Incorporated
+6.08%
+$30,043.34 
DELL Dell Technologies Inc.
+5.83%
+$285,323.24 
CRDO Credo Technology Group Holding Ltd.
+5.56%
+$56,144.37 
SWKS Skyworks Solutions Inc.
+5.27%
+$4,444.65 
ON ON Semiconductor Corporation
+5.03%
+$56.68 
LRCX Lam Research Corporation
+4.97%
+$732,967.32 
GM General Motors Company
+4.91%
+$171,458.52 
ESI Element Solutions Inc.
+4.86%
+$247.8 
APH Amphenol Corporation
+4.85%
+$325,449.05 
KLAC KLA Corporation
+4.8%
+$533,755.86 
ORCL Oracle Corporation
+4.67%
+$189,871.39 
NVMI Nova Ltd.
+4.6%
+$42,789.69 
CCJ Cameco Corporation
+4.51%
+$41,674.23 
KEYS Keysight Technologies, Inc.
+4.45%
+$120,647.4 
SII Sprott Inc.
+4.43%
+$1,883.25 
VRT Vertiv Holdings Co
+4.4%
+$203,586.28 
ILMN Illumina, Inc.
+4.25%
+$48,889.86 
MPWR Monolithic Power Systems, Inc.
+4.1%
+$72,812.95 
ORLY O'Reilly Automotive Inc.
+4.07%
+$46,598.24 
EFXT Enerflex Ltd.
+3.95%
+$12,553.46 
AEM Agnico Eagle Mines Limited
+3.87%
+$56,474.88 
RVTY Revvity Inc.
+3.83%
+$281.52 
NEM Newmont Corporation
+3.69%
+$16,183.51 
MCHP Microchip Technology Incorporated
+3.56%
+$4,528.86 
UNH UnitedHealth Group Incorporated
+3.51%
+$271,062.18 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.46%
+$13,567.61 
CEG Constellation Energy Corporation
+3.44%
+$41,236.88 
TTE TotalEnergies SE
+3.38%
+$68,138.07 
CMI Cummins Inc.
+3.29%
+$109,030.79 
BWA BorgWarner Inc.
+3.26%
+$1,618.05 
TPL Texas Pacific Land Corporation
+3.21%
+$73,754.24 
C Citigroup Inc.
+3.2%
+$281,095.24 
ANET Arista Networks, Inc.
+3.09%
+$129,468.4 
IBKR Interactive Brokers Group Inc.
+2.99%
+$11,151.8 
CAT Caterpillar Inc.
+2.97%
+$361,177.04 
RRC Range Resources Corporation
+2.94%
+$208.44 
ELV Elevance Health, Inc.
+2.93%
+$9,001.62 
GS The Goldman Sachs Group, Inc.
+2.89%
+$641.13 
SNPS Synopsys, Inc.
+2.8%
+$6,673.7 
ADI Analog Devices, Inc.
+2.78%
+$227,979.67 
CVS CVS Health Corporation
+2.78%
+$145,203.37 
UNFI United Natural Foods Inc.
+2.67%
+$1,409.2 
CNC Centene Corporation
+2.67%
+$43,498.4 
MS Morgan Stanley
+2.59%
+$248,391.33 
HWM Howmet Aerospace Inc.
+2.58%
+$137,009.14 
TXN Texas Instruments Inc
+2.54%
+$115,810.03 
TSLA Tesla, Inc.
+2.53%
+$592,982.81 
LLY Eli Lilly and Company
+2.46%
+$587,571.33 
HPQ HP Inc.
+2.44%
+$18,394.43 
CI The Cigna Group
+2.31%
+$69,174.55 
XOM Exxon Mobil Corporation
+2.26%
+$248,922.49 
BKR Baker Hughes Company
+2.23%
+$103,676.7 
AVGO Broadcom Inc.
+2.21%
+$963,203.28 
WAB Wabtec Corporation
+2.2%
+$66,342.28 
F Ford Motor Company
+2%
+$68,993.12 
NVDA NVIDIA Corporation
+1.97%
+$2.4M 
WST West Pharmaceutical Services, Inc.
+1.96%
+$17,542.17 
JPM JPMorgan Chase & Co.
+1.88%
+$390,573.96 
QCOM QUALCOMM Incorporated
+1.87%
+$105,935.01 
HOLX Hologic Inc.
+1.86%
+$6,460.75 
CW Curtiss-Wright Corporation
+1.84%
+$8,926.8 
PVH PVH Corp.
+1.81%
+$79.8 
JCI Johnson Controls International plc
+1.68%
+$31,086.9 
EOG EOG Resources, Inc.
+1.67%
+$69,113.62 
PSX Phillips 66
+1.66%
+$2,737.83 
HUM Humana Inc.
+1.66%
+$6,309.59 
WFC Wells Fargo & Company
+1.65%
+$104,414.02 
HON Honeywell International Inc.
+1.63%
+$3,626.65 
BIIB Biogen Inc.
+1.6%
+$15,854.19 
NFLX Netflix, Inc.
+1.58%
+$108,433.8 
COP ConocoPhillips
+1.57%
+$28,230.02 
PCAR PACCAR Inc.
+1.54%
+$20,392.32 
MRK Merck & Co., Inc.
+1.5%
+$120,469.14 
T AT&T Inc.
+1.41%
+$60,011.97 
MPC Marathon Petroleum Corporation
+1.41%
+$3,110.56 
ALGN Align Technology, Inc.
+1.4%
+$749.7 
CSCO Cisco Systems, Inc.
+1.34%
+$176,306.48 
BAC Bank of America Corporation
+1.32%
+$142,008 
BMY Bristol-Myers Squibb Company
+1.28%
+$76,568.8 
NTRS Northern Trust Corporation
+1.25%
+$15.96 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.13%
+$6,218.8 
EXEL Exelixis Inc.
+1.06%
+$2,103.35 
HIG The Hartford Insurance Group, Inc.
+1.05%
+$24,557.64 
IR Ingersoll Rand Inc.
+0.9%
+$3,255.12 
PFE Pfizer Inc.
+0.77%
+$30,255.03 
TFC Truist Financial Corporation
+0.74%
+$16,740.52 
JNJ Johnson & Johnson
+0.72%
+$124,713.97 
CVX Chevron Corporation
+0.72%
+$54,016.08 
EXPD Expeditors International of Washington, Inc.
+0.68%
+$20,692.21 
WELL Welltower Inc.
+0.65%
+$14,315.2 
CB Chubb Limited
+0.64%
+$14,920.64 
VZ Verizon Communications Inc.
+0.64%
+$48,696.76 
TDOC Teladoc Health Inc.
+0.62%
+$20.94 
CAH Cardinal Health Inc.
+0.59%
+$10,967.9 
CMG Chipotle Mexican Grill, Inc.
+0.57%
+$6,042.19 
AMGN Amgen Inc.
+0.57%
+$45,152.69 
VLO Valero Energy Corporation
+0.48%
+$3,952.97 
FITB Fifth Third Bancorp
+0.45%
+$4,465.24 
REGN Regeneron Pharmaceuticals, Inc.
+0.45%
+$10,697.69 
SLB Schlumberger Limited
+0.43%
+$21,537.6 
STT State Street Corp
+0.39%
+$12,839.76 
ETN Eaton Corporation plc
+0.38%
+$22,296.12 
TT Trane Technologies plc
+0.37%
+$15,935.03 
AAPL Apple Inc.
+0.35%
+$420,154.6 
TRV The Travelers Companies, Inc.
+0.31%
+$5,468.07 
RY Royal Bank of Canada
+0.24%
+$24,879.33 
FOXA Fox Corporation
+0.16%
+$740.43 
DE Deere & Company
+0.15%
+$3,984.64 
KKR KKR & Co. Inc.
+0.14%
+$6.58 
APO Apollo Global Management, Inc.
+0.14%
+$1,759.04 
CMCSA Comcast Corp
+0.13%
+$5,316.39 
PINS Pinterest, Inc. Class A
+0.11%
+$49.15 
ROKU Roku, Inc.
+0.1%
+$110.46 
PNC The PNC Financial Services Group, Inc.
+0.1%
+$2,001.12 
TDG TransDigm Group Inc.
+0.06%
+$883.9 
ABT Abbott Laboratories
+0.06%
+$2,666.94 
DUK Duke Energy Corporation
+0.05%
+$47.7 
TD The Toronto-Dominion Bank
+0.03%
+$1,437.96 
PLD Prologis Inc.
+0.02%
+$987.33 
RDDT Reddit Inc Class A
+0.02%
+$39.63 
ROST Ross Stores, Inc.
+0.01%
+$234.84 
A Agilent Technologies Inc.
0%
+$0.07 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ACI Albertsons Companies, Inc.
0%
$0 
ACM Aecom
0%
$0 
ADNT Adient plc
0%
$0 
AER AerCap Holdings N.V.
0%
$0 
AGNT eXp World Holdings Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
AME Ametek Inc.
0%
$0 
AMP Ameriprise Financial, Inc.
0%
+$0.12 
APP AppLovin Corporation Class A Common Stock
0%
-$0.05 
APTV Aptiv PLC
0%
$0 
AR Antero Resources Corporation
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AWK American Water Works Company, Inc.
0%
+$0.3 
AXON Axon Enterprise, Inc.
0%
$0 
AYI Acuity Brands Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
AZO AutoZone Inc.
0%
+$0.01 
BBY Best Buy Co., Inc.
0%
$0 
BCE BCE Inc.
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BF-B Brown-Forman Corporation
0%
$0 
BKE Buckle Inc.
0%
$0 
BL BlackLine, Inc. Common Stock
0%
$0 
BLK BlackRock, Inc.
0%
+$0.04 
BMO Bank of Montreal
0%
$0 
BMRN Biomarin Pharmaceutical Inc.
0%
$0 
BNS Bank of Nova Scotia
0%
+$0.08 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CASY Casey's General Stores Inc.
0%
$0 
CCEP Coca-Cola Europacific Partners PLC
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CHWY Chewy Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CLS Celestica Inc.
0%
$0 
CM Canadian Imperial Bank of Commerce
0%
$0 
CME CME Group Inc.
0%
$0 
COUR Coursera Inc.
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
-$0.14 
CSTM Constellium SE
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVLT Commvault Systems Inc.
0%
$0 
DAN Dana Inc.
0%
$0 
DASH DoorDash, Inc.
0%
$0 
DB Deutsche Bank AG
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
-$0.05 
DECK Deckers Outdoor Corporation
0%
-$0.01 
DG Dollar General Corporation
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DOCS Doximity Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DOO BRP Inc. Subordinate Voting Shares
0%
$0 
DSGX The Descartes Systems Group Inc.
0%
$0 
DT Dynatrace, Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
+$0.06 
EBAY eBay Inc.
0%
$0 
EIX Edison International
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ELS Equity Lifestyle Properties Inc.
0%
$0 
EME EMCOR Group, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EQR Equity Residential
0%
$0 
ES Eversource Energy
0%
$0 
ESS Essex Property Trust, Inc.
0%
+$0.02 
ESTC Elastic N.V.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
EXC Exelon Corporation
0%
$0 
EXPE Expedia Group, Inc.
0%
+$0.13 
EXR Extra Space Storage Inc.
0%
$0 
FANG Diamondback Energy Inc
0%
$0 
FAST Fastenal Co.
0%
$0 
FDS FactSet Research Systems Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FOX Fox Corporation Class B Common Stock
0%
$0 
FRSH Freshworks Inc. Class A Common Stock
0%
$0 
FSM Fortuna Mining Corp
0%
$0 
FTAI FTAI Aviation Ltd.
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTV Fortive Corporation
0%
$0 
FUTU Futu Holdings Limited - ADR
0%
$0 
GD General Dynamics Corporation
0%
$0 
GDDY Godaddy Inc.
0%
$0 
GDRX GoodRx Holdings, Inc. Class A Common Stock
0%
$0 
GIB CGI Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GRAB Grab Holdings Limited
0%
$0 
GRMN Garmin Ltd.
0%
$0 
GWRE GUIDEWIRE SOFTWARE INC
0%
$0 
HAL Halliburton Company
0%
$0 
HALO Halozyme Therapeutics Inc.
0%
$0 
HCA HCA Healthcare Inc.
0%
-$0.06 
HD The Home Depot, Inc.
0%
$0 
HEI.A Heico Corporation
0%
$0 
HSY The Hershey Company
0%
$0 
HUBB Hubbell Inc.
0%
$0 
HUBS HubSpot, Inc.
0%
-$0.03 
IDXX IDEXX Laboratories, Inc.
0%
$0 
INCY Incyte Corporation
0%
$0 
INTU Intuit Inc.
0%
$0 
INVH Invitation Homes Inc.
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
IRDM Iridium Communications Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
JBL Jabil Inc.
0%
$0 
JLL Jones Lang LaSalle Inc.
0%
$0 
JXN Jackson Financial Inc.
0%
$0 
KDP Keurig Dr Pepper Inc.
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KSS Kohl's Corporation
0%
$0 
KVUE Kenvue Inc.
0%
$0 
KWR Quaker Chemical Corporation
0%
$0 
L Loews Corporation
0%
$0 
LDOS Leidos Holdings Inc.
0%
+$0.02 
LH Labcorp Holdings Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.02 
LOGI Logitech International S.A.
0%
$0 
LULU lululemon athletica inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYFT Lyft Inc.
0%
$0 
MANH Manhattan Associates Inc.
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MGA Magna International Inc.
0%
+$0.15 
MKC McCormick & Company, Incorporated
0%
$0 
MNDY monday.com Ltd.
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MTB M&T Bank Corporation
0%
$0 
MTD Mettler-Toledo International Inc.
0%
$0 
NBIX Neurocrine Biosciences Inc.
0%
$0 
NDSN Nordson Corporation
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
NOG Northern Oil and Gas Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NTAP NetApp, Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
OKTA Okta Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OSK Oshkosh Corporation
0%
$0 
OTEX Open Text Corporation
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PATH Uipath Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PFG Principal Financial Group, Inc.
0%
+$0.02 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PODD Insulet Corporation
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PTC PTC Inc.
0%
$0 
PWR Quanta Services Inc.
0%
$0 
RBA Rb Global Inc.
0%
$0 
RBLX Roblox Corporation
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RDWR Radware Ltd.
0%
$0 
RMD ResMed Inc.
0%
$0 
RNG RingCentral Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
ROP Roper Technologies Inc.
0%
$0 
RPM RPM International Inc.
0%
$0 
RS Reliance Inc.
0%
$0 
SAM The Boston Beer Company Inc.
0%
$0 
SBH Sally Beauty Holdings Inc.
0%
$0 
SE Sea Ltd.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
STE STERIS plc
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
SUI Sun Communities Inc.
0%
$0 
SUNB Sunbelt Rentals Holdings, Inc.
0%
$0 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
TEAM Atlassian Corporation Class A
0%
$0 
TECK Teck Resources Ltd.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TIGO Millicom International Cellular S.A.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TPC Tutor Perini Corporation
0%
$0 
TPR Tapestry Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
$0 
TRMB Trimble Inc.
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
ULTA Ulta Beauty Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.04 
USB U.S. Bancorp
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
VNOM Viper Energy Inc. Class A Common Stock
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VST Vistra Corp
0%
$0 
VTR Ventas Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WSC WillScot Holdings Corporation
0%
$0 
XYL Xylem Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZD Ziff Davis, Inc.
0%
$0 
TRI
-32.2%
-$85,938.01 
DHR Danaher Corporation
-10.92%
-$376,939.29 
MSCI MSCI Inc.
-10.14%
-$240,679.22 
PD PagerDuty Inc.
-9.19%
-$224.2 
MDB MongoDB Inc.
-4.86%
-$47,679.82 
IT Gartner Inc.
-4.46%
-$56,622.56 
TWLO Twilio Inc.
-4.39%
-$67,505.75 
WIX Wix.com Ltd.
-4.2%
-$15,355.2 
VEEV Veeva Systems Inc.
-4.14%
-$53,121.34 
VRSN Verisign Inc.
-4.13%
-$68.76 
WDAY Workday Inc.
-4.11%
-$32,186 
CSGP CoStar Group, Inc.
-3.98%
-$10,106.7 
CHKP Check Point Software Technologies Ltd.
-3.88%
-$9,812.74 
SPGI S&P Global Inc.
-3.81%
-$166,815.59 
TRU TransUnion
-3.77%
-$160.92 
Z Zillow Group Inc.
-3.57%
-$2,181.82 
ADP Automatic Data Processing Inc.
-3.53%
-$210,752.53 
GTM ZoomInfo Technologies Inc.
-3.51%
-$30.03 
BHC Bausch Health Companies Inc.
-3.42%
-$470.56 
BSY Bentley Systems, Incorporated Class B
-3.37%
-$10,492.34 
ADBE Adobe Inc.
-3.23%
-$147,590.37 
TW Tradeweb Markets Inc.
-3.21%
-$22,354.83 
VLTO Veralto Corporation
-3.19%
-$8,924.85 
ADSK Autodesk, Inc.
-3.05%
-$51,863.35 
PGR Progressive Corporation
-2.98%
-$144,830.4 
MCO Moody's Corporation
-2.93%
-$63,487.23 
FICO Fair Isaac Corporation
-2.89%
-$15,106.84 
SBAC SBA Communications Corporation
-2.83%
-$37,368.4 
GPN Global Payments Inc.
-2.79%
-$25,189.6 
JKHY Jack Henry & Associates, Inc.
-2.78%
-$8,575.38 
STZ Constellation Brands, Inc.
-2.75%
-$33,300 
ACN Accenture plc Class A
-2.67%
-$101,007 
CCI Crown Castle Inc.
-2.53%
-$18,194.22 
NOW ServiceNow, Inc.
-2.52%
-$84,308.4 
SCHW Charles Schwab Corporation
-2.52%
-$147,160.62 
CTSH Cognizant Technology Solutions Corporation
-2.26%
-$17,327.56 
BA Boeing Company
-2.23%
-$570.96 
NOC Northrop Grumman Corporation
-2.23%
-$268.41 
GILD Gilead Sciences Inc.
-2.2%
-$150,253.84 
AMT American Tower Corporation
-2.2%
-$57,993.31 
CRM Salesforce Inc
-2.15%
-$139,441.95 
AJG Arthur J. Gallagher & Co.
-2.14%
-$8,953.84 
CHD Church & Dwight Co., Inc.
-2.09%
-$9,171.84 
FISV Fiserv, Inc.
-2.07%
-$465.45 
ICE Intercontinental Exchange, Inc.
-2.05%
-$48,102.47 
AWR American States Water Co.
-2.04%
-$1,123.2 
BILL Bill Holdings Inc.
-2.04%
-$55.2 
BABA Alibaba Group Holding Limited SP ADR
-1.99%
-$13,983.89 
SQ Block, Inc.
-1.94%
-$12,379.3 
NVR NVR, Inc.
-1.88%
-$16,611.24 
PANW Palo Alto Networks, Inc.
-1.87%
-$82,455.66 
OKE ONEOK, Inc.
-1.85%
-$6,800.63 
PSA Public Storage Common Stock
-1.83%
-$31,547.24 
NDAQ Nasdaq, Inc.
-1.77%
-$13,527.37 
PYPL PayPal Holdings Inc
-1.71%
-$6,748.29 
MA Mastercard Incorporated
-1.67%
-$197,798.74 
ECL Ecolab Inc.
-1.66%
-$78,043.75 
AVY Avery Dennison Corporation
-1.65%
-$8,466.84 
FIS Fidelity National Information Services, Inc.
-1.63%
-$2,616.48 
PLTR Palantir Technologies Inc.
-1.62%
-$124,447.32 
WMT Walmart Inc.
-1.61%
-$177,376.38 
CL Colgate-Palmolive Company
-1.56%
-$57,814.9 
WTW Willis Towers Watson Public Limited Company
-1.53%
-$10,711.66 
GOOG Alphabet Inc
-1.47%
-$636,129.9 
MGM MGM Resorts International
-1.45%
-$85.09 
SYK Stryker Corporation
-1.43%
-$55,139.64 
PDD PDD Holdings Inc. American Depositary Shares
-1.42%
-$2,366.81 
FTNT Fortinet Inc.
-1.41%
-$37,181.36 
MCD McDonald's Corporation
-1.39%
-$70,228.63 
GOOGL Alphabet Inc
-1.37%
-$663,593.04 
CBOE Cboe Global Markets Inc.
-1.37%
-$4,872.99 
BSX Boston Scientific Corporation
-1.32%
-$25,039.76 
V Visa Inc. Class A
-1.32%
-$206,069.68 
TTWO Take-Two Interactive Software, Inc.
-1.28%
-$1,485.35 
STN Stantec Inc.
-1.26%
-$15,875.76 
GEHC GE HealthCare Technologies Inc.
-1.26%
-$8,261.81 
ZM Zoom Video Communications, Inc.
-1.25%
-$11,104.74 
IBM International Business Machines Corporation
-1.17%
-$52,915 
NKE Nike, Inc. - Class B
-1.17%
-$19,416.72 
SHOP Shopify Inc.
-1.17%
-$27,119.35 
LSPD Lightspeed Commerce Inc.
-1.16%
-$635.04 
MDT Medtronic plc
-1.13%
-$43,638.56 
MSFT Microsoft Corp.
-1.13%
-$775,102.29 
AMH American Homes 4 Rent
-1.13%
-$18,870.04 
EAT Brinker International Inc.
-1.12%
-$2,792.57 
IQV IQVIA Holdings Inc.
-1.12%
-$19,931.67 
ED Consolidated Edison, Inc.
-1.12%
-$31,231.96 
ZTS Zoetis Inc.
-1.11%
-$13,462.3 
FERG Ferguson Enterprises Inc
-1.1%
-$10,634.42 
CHTR Charter Communications Inc
-1.06%
-$6,214.32 
BAH Booz Allen Hamilton Holding Corporation
-1.04%
-$418.08 
AEO American Eagle Outfitters, Inc.
-1.03%
-$1,762.02 
LHX L3Harris Technologies, Inc.
-1.01%
-$10,959.56 
MSI Motorola Solutions, Inc.
-1.01%
-$38,603.21 
KR Kroger Co.
-0.99%
-$9,990.5 
WSM Williams-Sonoma, Inc.
-0.99%
-$8,119.54 
AMZN Amazon.com Inc
-0.98%
-$556,788.32 
VICI Vici Properties Inc.
-0.97%
-$10,029.5 
AON Aon plc
-0.96%
-$16,863.68 
RF Regions Financial Corporation
-0.93%
-$6,857.92 
ISRG Intuitive Surgical, Inc.
-0.88%
-$33,746.72 
MAS Masco Corporation
-0.86%
-$5,634.7 
ZBRA Zebra Technologies Corporation
-0.86%
-$4,442.6 
UBER Uber Technologies, Inc.
-0.86%
-$30,944.82 
SOLV Solventum Corporation
-0.82%
-$452.4 
DPZ Domino's Pizza Inc.
-0.8%
-$1,704.24 
AFRM Affirm Holdings, Inc.
-0.8%
-$3,264 
ALL Allstate Corporation
-0.78%
-$12,933.01 
TGT Target Corporation
-0.78%
-$19,939.37 
FFIV F5 Inc.
-0.77%
-$7,841.9 
ZS Zscaler Inc.
-0.73%
-$1,188.01 
GPS Gap Inc-The
-0.73%
-$164.1 
DRI Darden Restaurants, Inc.
-0.73%
-$2,172.62 
COST Costco Wholesale Corporation
-0.7%
-$82,467.39 
GWW W.W. Grainger, Inc.
-0.7%
-$10,407.6 
CTAS Cintas Corporation
-0.69%
-$8,731.98 
MDLZ Mondelez International, Inc.
-0.68%
-$20,591.02 
PG Procter & Gamble Co
-0.68%
-$67,596.27 
CLX The Clorox Company
-0.62%
-$3,736.8 
SPG Simon Property Group, Inc.
-0.61%
-$17,756.2 
LOW Lowe's Companies Inc.
-0.58%
-$16,860.06 
BN Brookfield Corporation
-0.57%
-$1,143.12 
MELI MercadoLibre, Inc.
-0.53%
-$9,936.11 
TMO Thermo Fisher Scientific Inc.
-0.53%
-$26,148.42 
YOU Clear Secure Inc.
-0.49%
-$411.6 
LMT Lockheed Martin Corporation
-0.48%
-$4,365.92 
RACE Ferrari N.V.
-0.42%
-$1,179.54 
TJX The TJX Companies, Inc.
-0.42%
-$24,191.05 
BDX Becton, Dickinson and Company
-0.41%
-$7,350.4 
RTX RTX Corporation
-0.4%
-$6,592.74 
AFL Aflac Inc.
-0.4%
-$3,455.98 
SBUX Starbucks Corporation
-0.34%
-$5,223.6 
PEP PepsiCo, Inc.
-0.34%
-$29,431.9 
BRK-B Berkshire Hathaway Inc.
-0.33%
-$30,635.2 
AXP American Express Company
-0.32%
-$26,118.31 
META Meta Platforms Inc Class A
-0.32%
-$103,665.66 
MCK McKesson Corporation
-0.32%
-$10,490.44 
COR Cencora, Inc.
-0.3%
-$2,914.51 
O Realty Income Corporation
-0.29%
-$2,463.35 
TXT Textron Inc.
-0.29%
-$4,811.3 
DIS The Walt Disney Company
-0.28%
-$19,696.77 
MRSH Marsh & McLennan Companies, Inc.
-0.28%
-$8,796.65 
KHC The Kraft Heinz Company
-0.27%
-$3,170.65 
COF Capital One Financial Corporation
-0.27%
-$4,754.2 
CBRE CBRE Group Inc.
-0.25%
-$5,774.3 
RJF Raymond James Financial Inc.
-0.23%
-$1,778.06 
CGNX Cognex Corporation
-0.22%
-$163.94 
KO The Coca-Cola Company
-0.18%
-$20,947.5 
GE General Electric Company
-0.18%
-$19,669.47 
FNF Fidelity National Financial, Inc.
-0.16%
-$336.24 
WBD Warner Bros. Discovery, Inc.
-0.12%
-$463.71 
NEE NextEra Energy, Inc.
-0.08%
-$151.9 
REG Regency Centers Corporation
-0.06%
-$432.98 
NET Cloudflare Inc.
-0.04%
-$676.23 
GEV GE Vernova Inc.
-0.03%
-$3,882.68 
BKNG Booking Holdings Inc.
-0.03%
-$1,826.25 
GEN Gen Digital Inc.
-0.02%
-$174.41 Events
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Dividends
Dividend Analysis
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| Trades 3643 | Longs Won 2047/3643 56% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.36M |
| Average Win $280,880.99 | Best Trade (Jul 22) $57.71M | Sharpe Ratio -0.75 |
| Average Loss -$66,914.84 | Worst Trade (Jul 24) -$5.28M | Z-Score 5.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 3d | Expectancy $128,511.48 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Ian Wang?
The largest contributions to the portfolio's profits come from the following stocks: AppLovin Corporation Class A Common Stock - $5.67M, NVIDIA Corporation - $4.33M, Deutsche Bank AG - $2.39M, Apple Inc - $2.37M, and Broadcom Inc - $2.14M. 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: Advanced Micro Devices, Inc - $1.63M, Fiserv, Inc - $1.58M, Devon Energy Corporation - $1.28M, Elevance Health, Inc - $946,752.01, and Intel Corporation - $713,893.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ian Wang's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.15M earned over time. The largest contributors to dividend income include Microsoft Corp - $1.25M, AbbVie Inc - $835,258.07, Apple Inc - $828,954.77, Verizon Communications Inc - $795,268.15, and PepsiCo, Inc - $770,096.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ian Wang's monthly returns?
Ian Wang'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 Ian Wang's strategy be considered aggressive or moderate?
Ian Wang'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 Ian Wang's strategy?
Ian Wang's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
