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:
94.67%
Gain -0.48%
Monthly
2.08%
Yearly
28.03%
Drawdown
27%
$1.82B
Equity
Holdings
$1.82B
Investment
$1.34B
$537.47M
Profit -$5.87M
Realized
$54.1M
Unrealized
$483.37M
Dividends
$41.28M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.48%
Profit
-$5.87M
Win %
63%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$18.22M
Win %
63%
This Month
Compared to last month
Gain
-0.42%
Profit
-$7.74M
Win %
63%
This Year
Compared to last year
Gain
4.09%
Profit
$71.08M
Win %
59%
TEAM Atlassian Corporation Class A
+35.29%
+$638,871.72 
DOCS Doximity Inc.
+32.58%
+$2,456.45 
TWLO Twilio Inc.
+24.89%
+$383,758.12 
ABNB Airbnb, Inc.
+17.44%
+$570,843.81 
AMN Amn Healthcare Services Inc.
+16.79%
+$775.5 
MCHP Microchip Technology Incorporated
+13.99%
+$16,411.2 
COHR Coherent Corp.
+13.38%
+$82,061.2 
TSEM Tower Semiconductor Ltd.
+12.48%
+$383,867.74 
PLTR Palantir Technologies Inc.
+10.31%
+$852,095.28 
RKLB Rocket Lab Corporation
+9.5%
+$28,199.18 
AXON Axon Enterprise, Inc.
+9.29%
+$45,777.92 
FSM Fortuna Mining Corp
+8.89%
+$544 
KGC Kinross Gold Corporation
+7.88%
+$110,510.16 
HONA Honeywell Aerospace Inc.
+7.84%
+$12,233.2 
MDB MongoDB Inc.
+7.77%
+$87,301.81 
PATH Uipath Inc.
+7.39%
+$110.75 
ESTC Elastic N.V.
+7.36%
+$2,111.5 
WPM Wheaton Precious Metals Corp.
+7.2%
+$50,890.9 
NEM Newmont Corporation
+7.16%
+$193,174.3 
LYFT Lyft Inc.
+7.15%
+$2,172.72 
APTV Aptiv PLC
+7.04%
+$33,242.22 
IOT Samsara Inc. Class A Common Stock
+7.01%
+$52,967.52 
TDOC Teladoc Health Inc.
+6.74%
+$157.05 
PAAS Pan American Silver Corp.
+6.63%
+$61,196.61 
HPQ HP Inc.
+6.62%
+$58,145.11 
AEM Agnico Eagle Mines Limited
+6.51%
+$19,713.88 
NOG Northern Oil and Gas Inc.
+6.51%
+$15,388.56 
AG First Majestic Silver Corp
+6.45%
+$691.3 
UBER Uber Technologies, Inc.
+6.44%
+$226,550.64 
NOW ServiceNow, Inc.
+6.4%
+$235,701.35 
MNDY monday.com Ltd.
+6.35%
+$33,343.32 
LITE Lumentum Holdings Inc.
+6.29%
+$58,918.61 
TTWO Take-Two Interactive Software, Inc.
+6.04%
+$266.95 
DOCU DocuSign Inc.
+5.91%
+$40,783.68 
VEEV Veeva Systems Inc.
+5.78%
+$82,134.82 
SWKS Skyworks Solutions Inc.
+5.67%
+$2,762.91 
NET Cloudflare Inc.
+5.57%
+$97,368.48 
WDAY Workday Inc.
+5.54%
+$86,498.54 
MTZ MasTec, Inc. Common Stock
+5.42%
+$9,239.17 
GLW Corning Incorporated
+5.41%
+$87,321.21 
SII Sprott Inc.
+4.96%
+$2,255.85 
ULTA Ulta Beauty Inc.
+4.89%
+$45,348.4 
HUM Humana Inc.
+4.84%
+$12,588.24 
QCOM QUALCOMM Incorporated
+4.66%
+$186,865.36 
ALB Albemarle Corporation
+4.62%
+$150.54 
FUTU Futu Holdings Limited - ADR
+4.32%
+$220.99 
DAN Dana Inc.
+4.03%
+$1,830.4 
HUBS HubSpot, Inc.
+4%
+$25,718.14 
BWA BorgWarner Inc.
+3.98%
+$5,300.26 
SNOW Snowflake Inc.
+3.93%
+$83,441.77 
MRVL Marvell Technology, Inc.
+3.87%
+$171,060.56 
EFX Equifax Inc.
+3.85%
+$34,486.43 
GEN Gen Digital Inc.
+3.84%
+$55,283.04 
ZS Zscaler Inc.
+3.75%
+$921.1 
MGA Magna International Inc.
+3.73%
+$289,320.68 
BMRN Biomarin Pharmaceutical Inc.
+3.73%
+$4,634.96 
DELL Dell Technologies Inc.
+3.67%
+$221,647 
FOXA Fox Corporation
+3.64%
+$18,510.76 
ON ON Semiconductor Corporation
+3.61%
+$36.79 
EXEL Exelixis Inc.
+3.58%
+$10,662.74 
NXPI NXP Semiconductors N.V.
+3.43%
+$38,438.25 
IRDM Iridium Communications Inc.
+3.42%
+$1,902.45 
DHI D.R. Horton, Inc.
+3.4%
+$70,360.37 
CEG Constellation Energy Corporation
+3.4%
+$24,375.6 
BKNG Booking Holdings Inc.
+3.39%
+$256,897.1 
OKTA Okta Inc.
+3.35%
+$32,049.16 
LSTR Landstar System Inc.
+3.35%
+$397.31 
ZBRA Zebra Technologies Corporation
+3.34%
+$26,727.68 
EL The Estée Lauder Companies Inc. Class A
+3.32%
+$26,110.96 
APP AppLovin Corporation Class A Common Stock
+3.32%
+$55,320.74 
ADI Analog Devices, Inc.
+3.31%
+$268,612.5 
OMC Omnicom Group Inc.
+3.31%
+$31,173.87 
A Agilent Technologies Inc.
+3.28%
+$21,098.91 
LOGI Logitech International S.A.
+3.24%
+$109,682.26 
FNV Franco-Nevada Corporation
+3.21%
+$39,251.79 
P Everpure Inc.
+3.21%
+$30.8 
KRP Kimbell Royalty Partners, LP
+3.17%
+$4,812.52 
ZM Zoom Video Communications, Inc.
+3.17%
+$22,543.83 
MPWR Monolithic Power Systems, Inc.
+3.12%
+$50,612.42 
APA APA Corporation
+3.02%
+$422.11 
GRMN Garmin Ltd.
+2.99%
+$55,317.72 
FOX Fox Corporation Class B Common Stock
+2.96%
+$29,382.21 
NVMI Nova Ltd.
+2.96%
+$13,728.62 
TSLA Tesla, Inc.
+2.83%
+$584,381.89 
SHOP Shopify Inc.
+2.79%
+$109,315.96 
TXN Texas Instruments Inc
+2.76%
+$205,148.08 
ADSK Autodesk, Inc.
+2.75%
+$58,722.68 
BX Blackstone Inc.
+2.74%
+$43,045.26 
PCG PG&E Corporation
+2.73%
+$43,404.5 
SPOT Spotify Technology S.A.
+2.73%
+$38,711.5 
IQV IQVIA Holdings Inc.
+2.7%
+$43,639.27 
MAS Masco Corporation
+2.7%
+$17,114.35 
ACN Accenture plc Class A
+2.67%
+$170,867.36 
ALGN Align Technology, Inc.
+2.66%
+$180.2 
TNET TriNet Group, Inc.
+2.61%
+$4,301.28 
CI The Cigna Group
+2.59%
+$75,301.12 
PHM PulteGroup Inc.
+2.58%
+$9,989.94 
VRTX Vertex Pharmaceuticals Incorporated
+2.55%
+$75,125.06 
KLAC KLA Corporation
+2.53%
+$197,547.68 
BBY Best Buy Co., Inc.
+2.47%
+$22,583.91 
SNPS Synopsys, Inc.
+2.47%
+$6,412.79 
STE STERIS plc
+2.45%
+$22,867.72 
CNC Centene Corporation
+2.43%
+$107,334.24 
ORCL Oracle Corporation
+2.42%
+$118,788.51 
DHR Danaher Corporation
+2.42%
+$83,322.33 
STZ Constellation Brands, Inc.
+2.4%
+$17,420.04 
TMO Thermo Fisher Scientific Inc.
+2.39%
+$130,743.81 
DSGX The Descartes Systems Group Inc.
+2.35%
+$9,053.01 
ODFL Old Dominion Freight Line, Inc.
+2.31%
+$88.02 
NVDA NVIDIA Corporation
+2.28%
+$3.02M 
GIS General Mills, Inc.
+2.27%
+$854.44 
LOW Lowe's Companies Inc.
+2.25%
+$63,655.22 
CSGP CoStar Group, Inc.
+2.25%
+$5,695.73 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
+2.24%
+$16,899.37 
AMAT Applied Materials, Inc.
+2.24%
+$235,040.9 
TFII TFI International Inc.
+2.22%
+$39,183.35 
RAL Ralliant Corporation
+2.2%
+$1,887.9 
NBIX Neurocrine Biosciences Inc.
+2.2%
+$14,061.02 
RBA Rb Global Inc.
+2.19%
+$6.09 
PPG PPG Industries Inc.
+2.19%
+$49,446.4 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
+2.17%
+$11,315.08 
PII Polaris Inc.
+2.15%
+$141.94 
CIEN Ciena Corporation
+2.12%
+$37,191.61 
SE Sea Ltd.
+2.11%
+$9,369.36 
PFE Pfizer Inc.
+2.1%
+$123,889.7 
FCX Freeport-McMoRan Inc.
+2.1%
+$211.64 
GEHC GE HealthCare Technologies Inc.
+2.08%
+$4,048.58 
TTEK Tetra Tech, Inc.
+2.07%
+$136.8 
DXCM DexCom, Inc.
+2.07%
+$20,091.36 
EIX Edison International
+2.05%
+$51,914.22 
AWR American States Water Co.
+2.04%
+$1,092 
BILL Bill Holdings Inc.
+2.04%
+$1,895.04 
FAST Fastenal Co.
+2.03%
+$24,926 
CHKP Check Point Software Technologies Ltd.
+1.99%
+$7,981.51 
DDOG Datadog, Inc. Class A Common Stock
+1.99%
+$23,132.98 
SAM The Boston Beer Company Inc.
+1.98%
+$716.76 
HAS Hasbro Inc.
+1.96%
+$2,412 
TYL Tyler Technologies Inc.
+1.95%
+$2,140.84 
RNG RingCentral Inc.
+1.93%
+$3,605.69 
WSM Williams-Sonoma, Inc.
+1.92%
+$17,347 
ADBE Adobe Inc.
+1.89%
+$101,317.85 
INTC Intel Corporation
+1.84%
+$216,187.12 
INCY Incyte Corporation
+1.84%
+$32,386.08 
CHRW C.H. Robinson Worldwide, Inc.
+1.83%
+$31,661.52 
SNAP Snap Inc.
+1.82%
+$5,526.62 
LRCX Lam Research Corporation
+1.82%
+$218,402.36 
ARCB ArcBest Corporation
+1.81%
+$31.91 
AZO AutoZone Inc.
+1.8%
+$5,859.66 
DOO BRP Inc. Subordinate Voting Shares
+1.8%
+$1,798.6 
AVY Avery Dennison Corporation
+1.79%
+$18,276.9 
TGT Target Corporation
+1.77%
+$59,570.59 
GILD Gilead Sciences Inc.
+1.77%
+$117,352.05 
UBS UBS Group AG
+1.76%
+$92,601.96 
HD The Home Depot, Inc.
+1.74%
+$134,997.02 
SHW The Sherwin-Williams Company
+1.72%
+$83,245.21 
TXT Textron Inc.
+1.72%
+$27,942.55 
DVA DaVita Inc.
+1.69%
+$1,198.65 
TDC Teradata Corporation
+1.67%
+$131.85 
TRI Thomson Reuters Corp.
+1.66%
+$275.56 
TRMB Trimble Inc.
+1.66%
+$1,634.45 
AVGO Broadcom Inc.
+1.65%
+$803,279.33 
EBAY eBay Inc.
+1.65%
+$24,384.36 
LDOS Leidos Holdings Inc.
+1.65%
+$14,350.18 
INFY Infosys Limited
+1.62%
+$8,465.8 
IBM International Business Machines Corporation
+1.59%
+$72,547.44 
REGN Regeneron Pharmaceuticals, Inc.
+1.57%
+$48,313.79 
PINS Pinterest, Inc. Class A
+1.56%
+$22,288.36 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.55%
+$4,959.9 
WST West Pharmaceutical Services, Inc.
+1.53%
+$13,492.7 
AMGN Amgen Inc.
+1.51%
+$137,385.56 
HPE Hewlett Packard Enterprise Company
+1.51%
+$30,465.56 
RS Reliance Inc.
+1.5%
+$30,893.75 
RPM RPM International Inc.
+1.48%
+$52,765.47 
ALNY Alnylam Pharmaceuticals Inc
+1.47%
+$11,637.03 
KHC The Kraft Heinz Company
+1.46%
+$16,532.67 
NVR NVR, Inc.
+1.44%
+$12,348.77 
MDT Medtronic plc
+1.43%
+$57,746.04 
CVLT Commvault Systems Inc.
+1.43%
+$77.9 
WTW Willis Towers Watson Public Limited Company
+1.42%
+$11,500.71 
DASH DoorDash, Inc.
+1.4%
+$16,637.45 
AEO American Eagle Outfitters, Inc.
+1.38%
+$365.3 
WBD Warner Bros. Discovery, Inc.
+1.38%
+$5,611.15 
F Ford Motor Company
+1.38%
+$10,659.38 
EXPE Expedia Group, Inc.
+1.36%
+$42,046.32 
CTSH Cognizant Technology Solutions Corporation
+1.35%
+$13,186.25 
DRI Darden Restaurants, Inc.
+1.35%
+$4,220.84 
FTV Fortive Corporation
+1.34%
+$20,713.22 
ISRG Intuitive Surgical, Inc.
+1.34%
+$54,570 
GD General Dynamics Corporation
+1.33%
+$34,098.96 
FERG Ferguson Enterprises Inc
+1.32%
+$14,137 
ROP Roper Technologies Inc.
+1.3%
+$16,905.94 
SONO Sonos Inc.
+1.29%
+$109.8 
MKC McCormick & Company, Incorporated
+1.26%
+$8,679.66 
HEI Heico Corporation
+1.25%
+$3,939.84 
BABA Alibaba Group Holding Limited SP ADR
+1.25%
+$13,206.22 
HUBB Hubbell Inc.
+1.25%
+$8,482.92 
PODD Insulet Corporation
+1.25%
+$4,099.42 
ACM Aecom
+1.23%
+$14,176.28 
CSL Carlisle Companies Inc.
+1.22%
+$1,137.04 
MMM 3M Company
+1.21%
+$6,282.73 
KEYS Keysight Technologies, Inc.
+1.2%
+$27,968.2 
OSK Oshkosh Corporation
+1.19%
+$60.39 
PANW Palo Alto Networks, Inc.
+1.19%
+$66,139.08 
MS Morgan Stanley
+1.18%
+$121,529.52 
VTR Ventas Inc.
+1.16%
+$6,517.37 
DB Deutsche Bank AG
+1.16%
+$16,105.4 
EME EMCOR Group, Inc.
+1.14%
+$21,756 
UTHR United Therapeutics Corporation
+1.12%
+$7,038.59 
BEPC Brookfield Renewable Corporation
+1.11%
+$6,922.7 
AGX Argan Inc.
+1.1%
+$423.15 
VSNT Versant Media Group, Inc.
+1.1%
+$2,890.44 
CLS Celestica Inc.
+1.1%
+$27,155.03 
VRSK Verisk Analytics Inc.
+1.09%
+$16,875.52 
HCA HCA Healthcare Inc.
+1.04%
+$29,544.06 
ESS Essex Property Trust, Inc.
+1.04%
+$7,350.74 
BR Broadridge Financial Solutions, Inc.
+1.03%
+$4,865.51 
TRU TransUnion
+1.02%
+$0.81 
INTU Intuit Inc.
+1.02%
+$52,257.71 
NJR New Jersey Resources Corporation
+1.01%
+$589.05 
PDD PDD Holdings Inc. American Depositary Shares
+1%
+$1,765.4 
FTDR Frontdoor, Inc.
+0.99%
+$957.64 
DE Deere & Company
+0.96%
+$26,643.45 
BA Boeing Company
+0.95%
+$352 
MCO Moody's Corporation
+0.94%
+$19,136.11 
DLTR Dollar Tree, Inc.
+0.93%
+$6,546.15 
HEI.A Heico Corporation
+0.92%
+$11,693.54 
AME Ametek Inc.
+0.91%
+$24,619.79 
JNJ Johnson & Johnson
+0.88%
+$162,936 
BMY Bristol-Myers Squibb Company
+0.87%
+$59,679.76 
C Citigroup Inc.
+0.87%
+$100,048.18 
LMT Lockheed Martin Corporation
+0.87%
+$9,034.74 
MEDP Medpace Holdings Inc.
+0.87%
+$60.84 
CCI Crown Castle Inc.
+0.85%
+$5,835.02 
EMR Emerson Electric Co.
+0.84%
+$18,641.04 
FICO Fair Isaac Corporation
+0.84%
+$3,589.4 
ABBV AbbVie Inc.
+0.83%
+$124,403.72 
FDX FedEx Corporation
+0.83%
+$7,848.3 
BIIB Biogen Inc.
+0.81%
+$11,655.91 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+0.81%
+$5,780.72 
PEG Public Service Enterprise Group Incorporated
+0.81%
+$28,697.4 
AMZN Amazon.com Inc
+0.8%
+$536,257.92 
PCAR PACCAR Inc.
+0.79%
+$11,082.37 
BWLP BW LPG Limited
+0.79%
+$6,942.46 
SBAC SBA Communications Corporation
+0.78%
+$8,184.85 
LH Labcorp Holdings Inc.
+0.77%
+$12.25 
AMT American Tower Corporation
+0.77%
+$20,858.64 
NTRS Northern Trust Corporation
+0.77%
+$9.94 
UNH UnitedHealth Group Incorporated
+0.77%
+$71,619.97 
TT Trane Technologies plc
+0.76%
+$32,105.78 
CMCSA Comcast Corp
+0.76%
+$51,521.54 
VICI Vici Properties Inc.
+0.75%
+$7,715 
GDDY Godaddy Inc.
+0.74%
+$13,440.81 
GM General Motors Company
+0.73%
+$29,234.76 
COP ConocoPhillips
+0.73%
+$23,058.8 
ELV Elevance Health, Inc.
+0.73%
+$13,629.16 
SPGI S&P Global Inc.
+0.72%
+$28,635.09 
PLD Prologis Inc.
+0.69%
+$32,211.22 
J Jacobs Solutions Inc.
+0.69%
+$3,053.18 
VRSN Verisign Inc.
+0.67%
+$238,771.08 
NOC Northrop Grumman Corporation
+0.66%
+$222.43 
EXC Exelon Corporation
+0.65%
+$8,975.37 
BNS Bank of Nova Scotia
+0.64%
+$23,520.38 
GLPI Gaming and Leisure Properties, Inc.
+0.64%
+$24.64 
ITW Illinois Tool Works Inc.
+0.63%
+$24,775.07 
BLK BlackRock, Inc.
+0.63%
+$25,879.39 
NFLX Netflix, Inc.
+0.58%
+$51,176.02 
MTD Mettler-Toledo International Inc.
+0.58%
+$8,939.89 
PWR Quanta Services Inc.
+0.58%
+$30,890.26 
TECK Teck Resources Ltd.
+0.56%
+$43.29 
EQR Equity Residential
+0.56%
+$1,567.32 
ECL Ecolab Inc.
+0.55%
+$35,110.11 
TEL TE Connectivity plc
+0.55%
+$16,102.12 
AVB AvalonBay Communities, Inc.
+0.5%
+$2,793.72 
STN Stantec Inc.
+0.47%
+$6,179.16 
SPG Simon Property Group, Inc.
+0.46%
+$13,636.17 
SYK Stryker Corporation
+0.46%
+$18,863.52 
HRB H&R Block Inc.
+0.46%
+$338.94 
CBRE CBRE Group Inc.
+0.45%
+$11,053.66 
EW Edwards Lifesciences Corporation
+0.45%
+$9,050.8 
BMO Bank of Montreal
+0.43%
+$20,497.71 
PEP PepsiCo, Inc.
+0.42%
+$41,051 
CTAS Cintas Corporation
+0.41%
+$4,908.68 
WELL Welltower Inc.
+0.41%
+$13,638.2 
SBUX Starbucks Corporation
+0.41%
+$6,803.89 
PSA Public Storage Common Stock
+0.4%
+$7,095.35 
IT Gartner Inc.
+0.4%
+$6,571.37 
PH Parker-Hannifin Corporation
+0.38%
+$14,514.29 
NDSN Nordson Corporation
+0.36%
+$21.28 
ICE Intercontinental Exchange, Inc.
+0.36%
+$11,121.09 
UHAL U-Haul Holding Company
+0.36%
+$19.44 
T AT&T Inc.
+0.36%
+$22,594.87 
AWK American Water Works Company, Inc.
+0.35%
+$14,160.03 
ES Eversource Energy
+0.35%
+$14,386.12 
ROST Ross Stores, Inc.
+0.34%
+$9,843.94 
VLTO Veralto Corporation
+0.34%
+$3,851.14 
TROW T. Rowe Price Group, Inc.
+0.33%
+$3,228.1 
JPM JPMorgan Chase & Co.
+0.33%
+$73,063.61 
META Meta Platforms Inc Class A
+0.33%
+$99,584.7 
CFG Citizens Financial Group, Inc.
+0.3%
+$6,307.4 
AAPL Apple Inc.
+0.29%
+$346,740.64 
CL Colgate-Palmolive Company
+0.28%
+$11,232.52 
KVUE Kenvue Inc.
+0.26%
+$3,418.15 
BAC Bank of America Corporation
+0.25%
+$36,858.88 
O Realty Income Corporation
+0.24%
+$5,809.5 
CM Canadian Imperial Bank of Commerce
+0.24%
+$16,778.16 
KO The Coca-Cola Company
+0.24%
+$28,838.78 
BN Brookfield Corporation
+0.23%
+$498.91 
CDNS Cadence Design Systems, Inc.
+0.22%
+$2,659.5 
REG Regency Centers Corporation
+0.21%
+$1,381.6 
DIS The Walt Disney Company
+0.2%
+$17,069.71 
OTIS Otis Worldwide Corporation
+0.19%
+$2,760.52 
AZN AstraZeneca PLC American Depositary Shares
+0.18%
+$9,200.03 
USB U.S. Bancorp
+0.18%
+$6,143.41 
CNQ Canadian Natural Resources Limited
+0.18%
+$0.32 
CASY Casey's General Stores Inc.
+0.16%
+$1,133.15 
MRK Merck & Co., Inc.
+0.16%
+$14,860.54 
TPR Tapestry Inc.
+0.15%
+$5,955.75 
ORLY O'Reilly Automotive Inc.
+0.15%
+$1,669.64 
VZ Verizon Communications Inc.
+0.13%
+$12,097.18 
RF Regions Financial Corporation
+0.13%
+$945.92 
SUNB Sunbelt Rentals Holdings, Inc.
+0.12%
+$1,108.77 
ETN Eaton Corporation plc
+0.11%
+$6,131.17 
TD The Toronto-Dominion Bank
+0.11%
+$8,128.9 
MTB M&T Bank Corporation
+0.1%
+$1,425.75 
EXPD Expeditors International of Washington, Inc.
+0.08%
+$2,394.14 
CARR Carrier Global Corporation
+0.06%
+$446.36 
NEE NextEra Energy, Inc.
+0.06%
+$111.3 
BSX Boston Scientific Corporation
+0.04%
+$615.76 
PGR Progressive Corporation
+0.01%
+$584.16 
CCEP Coca-Cola Europacific Partners PLC
+0.01%
+$38.02 
CMI Cummins Inc.
+0.01%
+$260.4 
PTC PTC Inc.
+0.01%
+$12.11 
MSFT Microsoft Corp.
+0.01%
+$5,269.29 
EA Electronic Arts Inc.
0%
$0 
ORLA Orla Mining Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ZTS Zoetis Inc.
-5.97%
-$73,013.18 
RMD ResMed Inc.
-5.03%
-$38,664.14 
STX Seagate Technology Holdings plc
-4.73%
-$234,312.62 
CDW CDW Corporation
-4.35%
-$11,760.56 
TPL Texas Pacific Land Corporation
-4.19%
-$44,714.7 
MNST Monster Beverage Corporation
-4.06%
-$140,839.58 
WDC Western Digital Corporation
-3.83%
-$137,438.05 
SNDK SanDisk Corporation
-3.59%
-$22,585.03 
EFXT Enerflex Ltd.
-3.34%
-$11,518.86 
CW Curtiss-Wright Corporation
-3.22%
-$43,645.84 
YOU Clear Secure Inc.
-3.15%
-$8,578.79 
FFIV F5 Inc.
-3.14%
-$31,959.4 
CHTR Charter Communications Inc
-3.09%
-$6,648.48 
TDG TransDigm Group Inc.
-3%
-$44,089.23 
ALL Allstate Corporation
-2.97%
-$46,315.67 
PBI Pitney Bowes Inc.
-2.95%
-$1,676.39 
ILMN Illumina, Inc.
-2.94%
-$30,856.88 
OTEX Open Text Corporation
-2.85%
-$39,073.25 
HWM Howmet Aerospace Inc.
-2.71%
-$150,857.28 
CMG Chipotle Mexican Grill, Inc.
-2.7%
-$28,938.91 
PAGP Plains GP Holdings, L.P.
-2.6%
-$5,113.68 
WFRD Weatherford International plc
-2.41%
-$1,010.08 
FTAI FTAI Aviation Ltd.
-2.34%
-$1,731.95 
AER AerCap Holdings N.V.
-2.31%
-$43,371.82 
MA Mastercard Incorporated
-2.29%
-$357,165.87 
MET MetLife Inc.
-2.18%
-$54,079.26 
V Visa Inc. Class A
-2.18%
-$365,894.25 
SU Suncor Energy Inc.
-2.03%
-$206.67 
SLB Schlumberger Limited
-1.98%
-$89,524.38 
ANET Arista Networks, Inc.
-1.93%
-$92,218.8 
HAL Halliburton Company
-1.92%
-$16,179.37 
BKR Baker Hughes Company
-1.9%
-$92,054.43 
PFG Principal Financial Group, Inc.
-1.73%
-$19,494 
CAT Caterpillar Inc.
-1.72%
-$204,202.54 
PDS Precision Drilling Corporation
-1.72%
-$3,278.88 
UNFI United Natural Foods Inc.
-1.65%
-$4,253.36 
AFL Aflac Inc.
-1.63%
-$14,529.18 
BL BlackLine, Inc. Common Stock
-1.57%
-$13.63 
TMUS T-Mobile US, Inc.
-1.56%
-$98,912 
VLO Valero Energy Corporation
-1.56%
-$13,660.18 
AJG Arthur J. Gallagher & Co.
-1.54%
-$5,185.81 
RJF Raymond James Financial Inc.
-1.53%
-$12,537.25 
JCI Johnson Controls International plc
-1.52%
-$30,604.05 
AIG American International Group Inc.
-1.5%
-$36,423.6 
TER Teradyne, Inc.
-1.46%
-$33,933.68 
IR Ingersoll Rand Inc.
-1.44%
-$5,824.22 
AMP Ameriprise Financial, Inc.
-1.42%
-$49,617.12 
CVX Chevron Corporation
-1.42%
-$40,693.12 
MSI Motorola Solutions, Inc.
-1.4%
-$51,816.78 
COR Cencora, Inc.
-1.39%
-$10,872 
VNOM Viper Energy Inc. Class A Common Stock
-1.38%
-$4,399.26 
XOM Exxon Mobil Corporation
-1.22%
-$94,158.26 
PYPL PayPal Holdings Inc
-1.2%
-$9,164.15 
GE General Electric Company
-1.2%
-$147,249.07 
CINF Cincinnati Financial Corporation
-1.19%
-$10,317.69 
FIX Comfort Systems USA, Inc.
-1.19%
-$49,204.87 
AMD Advanced Micro Devices, Inc.
-1.19%
-$251,725.37 
KDP Keurig Dr Pepper Inc.
-1.19%
-$16,596.36 
WAB Wabtec Corporation
-1.17%
-$24,974.42 
WIX Wix.com Ltd.
-1.13%
-$4,729.95 
EOG EOG Resources, Inc.
-1.09%
-$21,303.88 
FLEX Flex Ltd.
-1.09%
-$17,843.44 
GDRX GoodRx Holdings, Inc. Class A Common Stock
-1.07%
-$95.4 
COF Capital One Financial Corporation
-1.07%
-$20,313.49 
CB Chubb Limited
-1.05%
-$27,565.19 
YUM Yum! Brands, Inc.
-1.04%
-$8,598.72 
ATO Atmos Energy Corporation
-1.04%
-$6,300.8 
LHX L3Harris Technologies, Inc.
-1.04%
-$22,830.93 
KR Kroger Co.
-1.03%
-$11,978.18 
NTAP NetApp, Inc.
-1.03%
-$20,111.83 
VRT Vertiv Holdings Co
-1.03%
-$41,714.35 
JBL Jabil Inc.
-1.02%
-$7,465.96 
GEV GE Vernova Inc.
-1.02%
-$105,312 
GOOGL Alphabet Inc
-0.98%
-$501,711 
GOOG Alphabet Inc
-0.91%
-$396,788.12 
MRSH Marsh & McLennan Companies, Inc.
-0.91%
-$30,184 
ED Consolidated Edison, Inc.
-0.9%
-$10,498.74 
CBOE Cboe Global Markets Inc.
-0.9%
-$9,101.33 
IBN ICICI Bank Limited Sponsored ADR
-0.89%
-$4,960.17 
HIG The Hartford Insurance Group, Inc.
-0.86%
-$20,741.25 
APH Amphenol Corporation
-0.84%
-$71,472.96 
FANG Diamondback Energy Inc
-0.84%
-$63.6 
PG Procter & Gamble Co
-0.82%
-$82,741.32 
ADP Automatic Data Processing Inc.
-0.79%
-$51,498.68 
PSX Phillips 66
-0.79%
-$4,617.79 
LVS Las Vegas Sands Corp.
-0.78%
-$4,554 
BNY BlackRock New York Municipal Income Trust
-0.77%
-$40,544.82 
SSNC SS&C Technologies Holdings Inc.
-0.76%
-$5,641.28 
MSCI MSCI Inc.
-0.76%
-$12,964.48 
DG Dollar General Corporation
-0.73%
-$5,659.98 
CGNX Cognex Corporation
-0.73%
-$607.11 
RRC Range Resources Corporation
-0.73%
-$751.8 
NKE Nike, Inc. - Class B
-0.71%
-$7,575 
AON Aon plc
-0.7%
-$12,273.33 
ZBH Zimmer Biomet Holdings, Inc.
-0.69%
-$1,199.3 
TW Tradeweb Markets Inc.
-0.68%
-$1,882.3 
IRM Iron Mountain Inc.
-0.67%
-$1,414.5 
JKHY Jack Henry & Associates, Inc.
-0.67%
-$2,113.65 
HDB HDFC Bank Limited ADR
-0.65%
-$4,854.44 
MCD McDonald's Corporation
-0.64%
-$33,471.55 
LLY Eli Lilly and Company
-0.58%
-$142,495.59 
CVS CVS Health Corporation
-0.56%
-$28,035.18 
VST Vistra Corp
-0.55%
-$4.68 
IDXX IDEXX Laboratories, Inc.
-0.55%
-$9,131.83 
MELI MercadoLibre, Inc.
-0.55%
-$7,590 
AR Antero Resources Corporation
-0.54%
-$1,123.09 
KKR KKR & Co. Inc.
-0.54%
-$26.32 
MFC Manulife Financial Corporation
-0.54%
-$7,539.12 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$33,675.04 
CAH Cardinal Health Inc.
-0.53%
-$10,313.18 
HAFN Hafnia Ltd
-0.53%
-$40 
TTE TotalEnergies SE
-0.51%
-$7,676.68 
BSY Bentley Systems, Incorporated Class B
-0.48%
-$16.49 
AXP American Express Company
-0.47%
-$36,657.83 
TJX The TJX Companies, Inc.
-0.47%
-$31,390.21 
TFC Truist Financial Corporation
-0.46%
-$14,585.04 
CLX The Clorox Company
-0.46%
-$1,463.52 
SLF Sun Life Financial Inc.
-0.45%
-$13,695.92 
MU Micron Technology, Inc.
-0.44%
-$115,418.4 
DECK Deckers Outdoor Corporation
-0.44%
-$5,390.48 
APO Apollo Global Management, Inc.
-0.44%
-$6,129.2 
TRV The Travelers Companies, Inc.
-0.43%
-$17,083 
HST Host Hotels & Resorts Inc.
-0.43%
-$4,855.3 
GWW W.W. Grainger, Inc.
-0.42%
-$5,869.78 
HSY The Hershey Company
-0.41%
-$7,092.79 
XYL Xylem Inc.
-0.41%
-$4,959.78 
WFC Wells Fargo & Company
-0.41%
-$26,560.03 
L Loews Corporation
-0.4%
-$3,292.68 
MPC Marathon Petroleum Corporation
-0.36%
-$501.12 
JLL Jones Lang LaSalle Inc.
-0.36%
-$954.99 
FTNT Fortinet Inc.
-0.3%
-$9,655.75 
CME CME Group Inc.
-0.26%
-$8,580.27 
MDLZ Mondelez International, Inc.
-0.25%
-$7,784.41 
WMT Walmart Inc.
-0.22%
-$24,234.75 
MCK McKesson Corporation
-0.21%
-$6,620.94 
ROK Rockwell Automation, Inc.
-0.19%
-$2,951.44 
PRU Prudential Financial, Inc.
-0.17%
-$4,201.47 
RY Royal Bank of Canada
-0.17%
-$16,650.07 
ABT Abbott Laboratories
-0.14%
-$6,690.9 
BCE BCE Inc.
-0.13%
-$2,012.31 
BDX Becton, Dickinson and Company
-0.13%
-$2,641.63 
STT State Street Corp
-0.13%
-$3,175.57 
PNC The PNC Financial Services Group, Inc.
-0.13%
-$2,668.08 
CHD Church & Dwight Co., Inc.
-0.13%
-$560.3 
RTX RTX Corporation
-0.12%
-$17,130.42 
DGX Quest Diagnostics Inc.
-0.12%
-$513.52 
NDAQ Nasdaq, Inc.
-0.11%
-$871.39 
FIS Fidelity National Information Services, Inc.
-0.09%
-$151.68 
SYF Synchrony Financial
-0.09%
-$2,066.19 
URI United Rentals, Inc.
-0.08%
-$1,617.95 
PAYX Paychex Inc.
-0.07%
-$1,458.55 
SYY Sysco Corporation
-0.07%
-$664.62 
WPC W. P. Carey Inc.
-0.07%
-$242.65 
INVH Invitation Homes Inc.
-0.07%
-$1,470.04 
SCHW Charles Schwab Corporation
-0.07%
-$4,599.07 
EXR Extra Space Storage Inc.
-0.06%
-$2.16 
CTVA Corteva Inc.
-0.05%
-$1,541.84 
XYZ Block, Inc.
-0.05%
-$311.26 
FTI TechnipFMC plc
-0.04%
-$1,958.67 Events
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Dividends
Dividend Analysis
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| Trades 4021 | Longs Won 2325/4021 57% | Profit Factor 5.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.44M |
| Average Win $279,417.07 | Best Trade (Sep 08) $65.78M | Sharpe Ratio -0.62 |
| Average Loss -$66,159.72 | Worst Trade (Aug 19) -$2.89M | Z-Score 8.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $133,665.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 4,557 | $571,103.69 | $665,185.29 | - | $94,081.6 | 16.47% | +3.276% |
| AAPL Apple Inc. | 376,892 | $70.45M | $118.09M | - | $47.64M | 67.61% | +0.294% |
| ABBV AbbVie Inc. | 61,586 | $11.79M | $15.14M | - | $3.36M | 28.47% | +0.828% |
| ABNB Airbnb, Inc. | 21,582 | $2.99M | $3.84M | - | $854,228.69 | 28.58% | +17.443% |
| ABT Abbott Laboratories | 44,606 | $5.01M | $4.81M | - | -$206,015.33 | -4.11% | -0.139% |
| ACM Aecom | 15,409 | $1.41M | $1.17M | - | -$238,332.51 | -16.94% | +1.228% |
| ACN Accenture plc Class A | 37,389 | $9.28M | $6.57M | - | -$2.71M | -29.21% | +2.671% |
| ADBE Adobe Inc. | 20,635 | $9.1M | $5.47M | - | -$3.63M | -39.88% | +1.887% |
| ADI Analog Devices, Inc. | 21,489 | $4.86M | $8.38M | - | $3.52M | 72.42% | +3.313% |
| ADP Automatic Data Processing Inc. | 23,732 | $5.96M | $6.44M | - | $476,651.76 | 7.99% | -0.793% |
| ADSK Autodesk, Inc. | 8,804 | $2.3M | $2.19M | - | -$109,847.54 | -4.77% | +2.751% |
| AEM Agnico Eagle Mines Limited | 1,802 | $301,300.71 | $322,305.72 | - | $21,005.01 | 6.97% | +6.515% |
| AEO American Eagle Outfitters, Inc. | 1,491 | $39,509.29 | $26,785.81 | - | -$12,723.48 | -32.2% | +1.383% |
| AER AerCap Holdings N.V. | 12,115 | $1.64M | $1.84M | - | $192,718.46 | 11.72% | -2.306% |
| AFL Aflac Inc. | 7,053 | $697,171.85 | $878,803.8 | - | $181,631.95 | 26.05% | -1.626% |
| AG First Majestic Silver Corp | 620 | $10,461 | $11,404.9 | - | $943.9 | 9.02% | +6.453% |
| AGX Argan Inc. | 65 | $51,603 | $38,829.7 | - | -$12,773.3 | -24.75% | +1.102% |
| AIG American International Group Inc. | 30,353 | $2.27M | $2.39M | - | $121,216.45 | 5.34% | -1.501% |
| AJG Arthur J. Gallagher & Co. | 1,340 | $331,549.62 | $332,145.8 | - | $596.18 | 0.18% | -1.537% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,141 | $644,024.94 | $715,522.22 | - | $71,497.28 | 11.1% | +0.814% |
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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, Lam Research Corporation - $4.53M, NVIDIA Corporation - $4.33M, KLA Corporation - $3.96M, and Costco Wholesale Corporation - $3.57M. 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: Salesforce Inc - $3.46M, Advanced Micro Devices, Inc - $1.63M, Fiserv, Inc - $1.61M, General Mills, Inc - $1.02M, and Devon Energy Corporation - $1.01M. 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 $41.28M earned over time. The largest contributors to dividend income include Microsoft Corp - $1.41M, AbbVie Inc - $941,801.85, Verizon Communications Inc - $937,916.42, Apple Inc - $930,715.61, and Johnson & Johnson - $832,191.42. 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.
