Rajesh Chelapurath Portfolio
Invests via Ceera Investments LLC | Managed by Rajesh Chelapurath
Invests via Ceera Investments LLC
Managed by Rajesh Chelapurath
Automatically Tracked
Rajesh Chelapurath Profile
Rajesh Chelapurath is a seasoned operating executive with extensive experience in the technology sector. With a proven track record of leading growth initiatives, he has been instrumental in driving innovation within established organizations. His leadership skills have been pivotal in scaling businesses and navigating competitive landscapes, particularly in emerging markets. Known for fostering cross-functional collaboration, Rajesh's expertise allows him to blend technical acumen with strategic vision effectively. He leverages deep industry knowledge to optimize operational efficiency and enhance product offerings.
Rajesh Chelapurath is a seasoned operating executive with extensive experience in the technology sector. With a proven track record of leading growth initiatives, he has been instrumental in driving innovation within established organizations. His leadership skills have been pivotal in scaling businesses and navigating competitive landscapes, particularly in emerging markets. Known for fostering cross-functional collaboration, Rajesh's expertise allows him to blend technical acumen with strategic vision effectively. He leverages deep industry knowledge to optimize operational efficiency and enhance product offerings.
Investment Philosophy & Strategy
In an era of rapid technological advancement, Rajesh Chelapurath focuses on identifying and nurturing innovative growth opportunities within the tech landscape. His strategic approach emphasizes leveraging emerging market dynamics to unlock value in underperforming sectors. With a background steeped in operational excellence, he adeptly navigates complex business challenges by aligning resources towards high-impact initiatives that drive scalability. By cultivating strong partnerships across disciplines, the emphasis is placed not only on immediate results but also on establishing sustainable competitive advantages.
In an era of rapid technological advancement, Rajesh Chelapurath focuses on identifying and nurturing innovative growth opportunities within the tech landscape. His strategic approach emphasizes leveraging emerging market dynamics to unlock value in underperforming sectors. With a background steeped in operational excellence, he adeptly navigates complex business challenges by aligning resources towards high-impact initiatives that drive scalability. By cultivating strong partnerships across disciplines, the emphasis is placed not only on immediate results but also on establishing sustainable competitive advantages.
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:
52.49%
Gain +3.26%
Monthly
0.85%
Yearly
10.63%
Drawdown
28.98%
$253.71M
Equity
Holdings
$253.71M
Investment
$202.05M
$84.08M
Profit +$6.73M
Realized
$32.41M
Unrealized
$51.67M
Dividends
$14.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.26%
Profit
$6.73M
Win %
76%
This Week
Compared To Last Week
Gain
3.22%
Profit
$7.92M
Win %
76%
This Month
Compared to last month
Gain
3.22%
Profit
$7.92M
Win %
76%
This Year
Compared to last year
Gain
8.62%
Profit
$20.14M
Win %
67%
EOG EOG Resources, Inc.
+6.92%
+$91,413.6 
CPNG Coupang Inc.
+4.87%
+$150,336.42 
FIS Fidelity National Information Services, Inc.
+3.31%
+$30,956 
TAP Molson Coors Beverage Company
+1.22%
+$14,458.5 
AVUV Avantis U.S. Small Cap Value ETF
+1.18%
+$11,010.07 
CVX Chevron Corporation
+1.12%
+$12,916.2 
META Meta Platforms Inc Class A
+0.9%
+$79,308.9 
COST Costco Wholesale Corporation
+0.62%
+$28,590.89 
AAPL Apple Inc.
+0.45%
+$35,533.16 
GOOG Alphabet Inc
+0.43%
+$3,768.05 
PAYX Paychex Inc.
+0.31%
+$12,553.73 
V Visa Inc. Class A
+0.28%
+$3,508.02 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.27%
+$696.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.12%
+$4,461.48 
SYK Stryker Corporation
+0.12%
+$308.8 
MA Mastercard Incorporated
+0.11%
+$4,041.75 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.02%
+$430.63 
78409V112
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CPAY Corpay, Inc.
0%
$0 
CRM Salesforce Inc
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EMBC Embecta Corp.
0%
$0 
FNDF Schwab Fundamental International Large Company Index ETF
0%
$0 
FXL First Trust Technology AlphaDEX Fund
0%
$0 
GLW Corning Incorporated
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GTLB GitLab Inc.
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGV iShares Expanded Tech-Software Sector ETF
0%
$0 
IOVA Iovance Biotherapeutics, Inc.
0%
$0 
KVUE Kenvue Inc.
0%
$0 
MO Altria Group, Inc.
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TGT Target Corporation
0%
$0 
TOPT iShares Top 20 U.S. Stocks ETF
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
FICO Fair Isaac Corporation
-5.47%
-$185,304.12 
XOVR ERShares Private-Public Crossover ETF
-4.07%
-$19,089.56 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-3.75%
-$15,786.27 
ECF Ellsworth Growth and Income Fund Ltd.
-3.72%
-$6,447.93 
MORN Morningstar, Inc.
-3.39%
-$48,239.29 
TEAM Atlassian Corporation Class A
-2.66%
-$61,382.93 
CALF Pacer US Small Cap Cash Cows 100 ETF
-2.5%
-$7,763.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-2.39%
-$7,039.37 
SCZ iShares MSCI EAFE Small-Cap ETF
-2.35%
-$7,019.5 
IJR iShares Core S&P Small-Cap ETF
-2.34%
-$9,576.93 
AFLG First Trust Active Factor Large Cap ETF
-2.2%
-$7,770.51 
RSP Invesco S&P 500 Equal Weight ETF
-2.15%
-$114,965.17 
UNH UnitedHealth Group Incorporated
-2.13%
-$142,174.54 
INTU Intuit Inc.
-1.84%
-$63,918 
VTV Vanguard Value ETF
-1.8%
-$5,918.61 
TW Tradeweb Markets Inc.
-1.8%
-$59,402.56 
GE General Electric Company
-1.75%
-$4,628.98 
GEV GE Vernova Inc.
-1.74%
-$4,379.68 
WTV WisdomTree U.S. Value Fund
-1.58%
-$120,628.82 
HRB H&R Block Inc.
-1.5%
-$26,732.67 
SPYV SPDR Portfolio S&P 500 Value ETF
-1.49%
-$101,563.13 
HPE Hewlett Packard Enterprise Company
-1.48%
-$7,427.58 
NFLX Netflix, Inc.
-1.43%
-$2,984.96 
GPN Global Payments Inc.
-1.33%
-$66,147.84 
GOOGL Alphabet Inc
-1.29%
-$158,052.62 
UL Unilever PLC Sponsored American Depositary Receipt
-1.2%
-$8,701.77 
HPQ HP Inc.
-1.19%
-$17,137.02 
CLX The Clorox Company
-1.1%
-$13,628.16 
DOCU DocuSign Inc.
-1.03%
-$33,999.93 
ABBV AbbVie Inc.
-0.97%
-$11,383.2 
FLC Flaherty & Crumrine Total Return Fund Inc.
-0.95%
-$11,188.8 
BTI British American Tobacco p.l.c. ADR
-0.91%
-$12,074.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.85%
-$4,306.86 
VEEV Veeva Systems Inc.
-0.77%
-$36,157.88 
AXP American Express Company
-0.65%
-$46,963.44 
TSLA Tesla, Inc.
-0.63%
-$8,203.18 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$12,758.15 
ADBE Adobe Inc.
-0.56%
-$18,922.63 
VO Vanguard Mid-Cap ETF
-0.51%
-$1,260 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$998.75 
IYW iShares U.S. Technology ETF
-0.27%
-$1,339.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$926.48 
CME CME Group Inc.
-0.16%
-$1,029.4 
IVV iShares Core S&P 500 ETF
-0.16%
-$4,001.16 
AMZN Amazon.com Inc
-0.14%
-$548.72 
NVDA NVIDIA Corporation
-0.1%
-$1,376.55 
MOAT VanEck Morningstar Wide Moat Fund
-0.1%
-$26,791.05 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.06%
-$737.3 
VOE Vanguard Mid-Cap Value ETF
-0.06%
-$158.39 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$2,662.46 
WDAY Workday Inc.
0%
-$165.38 Events
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Dividends
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| Trades 1326 | Longs Won 847/1326 63% | Profit Factor 3.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $374,664.96 |
| Average Win $146,965.96 | Best Trade (Jun 30) $5.49M | Sharpe Ratio -12.25 |
| Average Loss -$84,344.55 | Worst Trade (Dec 31) -$3.39M | Z-Score 2.47 (98.67%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $63,408.09 |
| 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 | 3,012 | 2,711 | 2,410 | 2,108 | 1,807 | 1,506 | 1,205 | 904 | 602 | 301 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Rajesh Chelapurath?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Morningstar Wide Moat Fund - $11.01M, CrowdStrike Holdings, Inc - $8.99M, McKesson Corporation - $5.49M, Meta Platforms Inc Class A - $3.88M, and Alphabet Inc - $3.64M. 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: PayPal Holdings Inc - $4.78M, Freshworks Inc. Class A Common Stock - $3.84M, Nice Ltd. Sponsored ADR - $2.5M, DocuSign Inc - $2.4M, and Yelp Inc - $2.17M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rajesh Chelapurath's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.22M earned over time. The largest contributors to dividend income include VanEck Morningstar Wide Moat Fund - $1.92M, JPMorgan Ultra-Short Income ETF - $956,812.71, CME Group Inc - $856,091.4, Paychex Inc - $586,244.31, and Altria Group, Inc - $505,829.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rajesh Chelapurath's monthly returns?
Rajesh Chelapurath'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 Rajesh Chelapurath's strategy be considered aggressive or moderate?
Rajesh Chelapurath'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 Rajesh Chelapurath's strategy?
Rajesh Chelapurath'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.
