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:
55.37%
Gain +0.11%
Monthly
0.8%
Yearly
10.07%
Drawdown
28.98%
$249.96M
Equity
Holdings
$249.96M
Investment
$202.05M
$80.32M
Profit +$199,926
Realized
$32.41M
Unrealized
$47.91M
Dividends
$14.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$199,926
Win %
73%
This Week
Compared To Last Week
Gain
-1.67%
Profit
-$4.24M
Win %
73%
This Month
Compared to last month
Gain
0.08%
Profit
$199,926
Win %
73%
This Year
Compared to last year
Gain
7.01%
Profit
$16.38M
Win %
66%
IOVA Iovance Biotherapeutics, Inc.
+2.26%
+$2,866.95 
META Meta Platforms Inc Class A
+1.99%
+$221,467.56 
MRK Merck & Co., Inc.
+1.9%
+$12,080.18 
TGT Target Corporation
+1.68%
+$14,332.55 
MO Altria Group, Inc.
+1.52%
+$36,083.25 
PG Procter & Gamble Co
+1.12%
+$2,392.5 
EOG EOG Resources, Inc.
+1.09%
+$15,153.6 
V Visa Inc. Class A
+1.06%
+$12,829.47 
UL Unilever PLC Sponsored American Depositary Receipt
+1.05%
+$7,345.65 
BTI British American Tobacco p.l.c. ADR
+0.91%
+$11,403.6 
CAH Cardinal Health Inc.
+0.9%
+$10,322 
MA Mastercard Incorporated
+0.89%
+$32,562.54 
KVUE Kenvue Inc.
+0.74%
+$20,165.86 
FICO Fair Isaac Corporation
+0.68%
+$18,573.88 
VEEV Veeva Systems Inc.
+0.65%
+$38,349.5 
CVX Chevron Corporation
+0.6%
+$7,570.56 
VDC VANGUARD CONSUMER STAPLES ETF
+0.53%
+$1,582.7 
CPAY Corpay, Inc.
+0.49%
+$30,326.08 
NFLX Netflix, Inc.
+0.49%
+$985.6 
TAP Molson Coors Beverage Company
+0.48%
+$4,961.25 
CRM Salesforce Inc
+0.37%
+$18,493.31 
FIS Fidelity National Information Services, Inc.
+0.29%
+$2,180 
ABBV AbbVie Inc.
+0.27%
+$3,343.88 
HRB H&R Block Inc.
+0.23%
+$3,874.3 
COST Costco Wholesale Corporation
+0.17%
+$7,659.98 
UNH UnitedHealth Group Incorporated
+0.16%
+$9,553.71 
AXP American Express Company
+0.15%
+$9,475.29 
SCHD Schwab U.S. Dividend Equity ETF
+0.14%
+$5,019.16 
VOE Vanguard Mid-Cap Value ETF
+0.12%
+$330 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,741.05 
UBER Uber Technologies, Inc.
+0.1%
+$2,145.22 
AAPL Apple Inc.
+0.09%
+$7,812.59 
HPE Hewlett Packard Enterprise Company
+0.06%
+$329.07 
VYMI Vanguard International High Dividend Yield Index Fund
+0.05%
+$1,045.75 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$5,617.79 
COWZ Pacer US Cash Cows 100 ETF
+0.03%
+$93.9 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$75.12 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$20.89 7840
78409V112
0%
$0 
ECF Ellsworth Growth and Income Fund Ltd.
-2.19%
-$3,704.13 
DELL Dell Technologies Inc.
-2.17%
-$6,562.42 
UPS United Parcel Service, Inc.
-1.74%
-$23,647.2 
CPNG Coupang Inc.
-1.58%
-$43,366.28 
GS The Goldman Sachs Group, Inc.
-1.57%
-$4,545.39 
MSFT Microsoft Corp.
-1.55%
-$24,110.31 
AMZN Amazon.com Inc
-1.43%
-$5,008.92 
NVDA NVIDIA Corporation
-1.31%
-$17,655.69 
GEV GE Vernova Inc.
-1.28%
-$3,028.08 
TEAM Atlassian Corporation Class A
-1.26%
-$50,166.82 
IGV iShares Expanded Tech-Software Sector ETF
-1.11%
-$4,253.99 
GTLB GitLab Inc.
-1.07%
-$60,783.25 
XLK State Street Technology Select Sector SPDR ETF
-1.05%
-$2,884 
IYW iShares U.S. Technology ETF
-1.04%
-$5,417.48 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
-0.97%
-$4,154.98 
EMBC Embecta Corp.
-0.9%
-$2,211.75 
FXL First Trust Technology AlphaDEX Fund
-0.87%
-$2,184.44 
DOCU DocuSign Inc.
-0.84%
-$33,711.79 
GPN Global Payments Inc.
-0.81%
-$38,776.32 
GLW Corning Incorporated
-0.74%
-$1,140 
HPQ HP Inc.
-0.71%
-$11,592.69 
QQQ Invesco QQQ Trust, Series 1
-0.67%
-$15,009.02 
MORN Morningstar, Inc.
-0.6%
-$8,563.27 
PAYX Paychex Inc.
-0.47%
-$16,625.21 
GE General Electric Company
-0.47%
-$1,037.52 
ADBE Adobe Inc.
-0.45%
-$14,028.75 
IEMG iShares Core MSCI Emerging Markets ETF
-0.44%
-$1,317.6 
IJH iShares Core S&P Mid-Cap ETF
-0.43%
-$1,258.42 
PYPL PayPal Holdings Inc
-0.43%
-$16,390.58 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
-0.43%
-$4,792.45 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.41%
-$1,228.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$1,180.01 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.4%
-$1,181.5 
AFLG First Trust Active Factor Large Cap ETF
-0.38%
-$1,334.33 
BR Broadridge Financial Solutions, Inc.
-0.37%
-$14,216.4 
IJR iShares Core S&P Small-Cap ETF
-0.35%
-$1,348.48 
MOAT VanEck Morningstar Wide Moat Fund
-0.34%
-$88,897.57 
TSLA Tesla, Inc.
-0.34%
-$5,198.08 
IVV iShares Core S&P 500 ETF
-0.32%
-$8,132.57 
VOO Vanguard S&P 500 ETF
-0.32%
-$21,464.81 
VWO Vanguard FTSE Emerging Markets ETF
-0.28%
-$1,575.05 
TOPT iShares Top 20 U.S. Stocks ETF
-0.27%
-$18,175.31 
INTU Intuit Inc.
-0.23%
-$6,889.89 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.23%
-$1,081.77 
FLC Flaherty & Crumrine Total Return Fund Inc.
-0.22%
-$2,447.55 
GOOG Alphabet Inc
-0.14%
-$1,142.59 
RSP Invesco S&P 500 Equal Weight ETF
-0.13%
-$6,819.96 
FNDF Schwab Fundamental International Large Company Index ETF
-0.13%
-$1,926.4 
VO Vanguard Mid-Cap ETF
-0.1%
-$240 
XOVR ERShares Private-Public Crossover ETF
-0.09%
-$483.28 
SYK Stryker Corporation
-0.09%
-$192.99 
WTV WisdomTree U.S. Value Fund
-0.09%
-$6,780.91 
CLX The Clorox Company
-0.08%
-$815.36 
CME CME Group Inc.
-0.08%
-$538.63 
TW Tradeweb Markets Inc.
-0.07%
-$2,421.3 
AVUV Avantis U.S. Small Cap Value ETF
-0.05%
-$477.1 
WDAY Workday Inc.
-0.05%
-$3,300.9 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.03%
-$2,160.92 
GOOGL Alphabet Inc
-0.03%
-$3,039.14 
VTV Vanguard Value ETF
-0.01%
-$43.95 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.01%
-$40.9 
VBIL Vanguard 3-Month Treasury Bill ETF
-0.01%
-$143.54 Events
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Dividends
Dividend Analysis
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| Trades 1326 | Longs Won 839/1326 63% | Profit Factor 2.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $382,651.91 |
| Average Win $147,928.83 | Best Trade (Jun 30) $5.49M | Sharpe Ratio -12.25 |
| Average Loss -$89,913.94 | Worst Trade (Dec 31) -$3.39M | Z-Score 1.73 (91.59%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 6d | Expectancy $60,576.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,778 | 2,500 | 2,222 | 1,944 | 1,667 | 1,389 | 1,111 | 833 | 556 | 278 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 7840 78409V112 | 4,197 | $1,709.27 | $1,709.27 | - | - | - | 0.0 |
| AAPL Apple Inc. | 25,201 | $3.24M | $8.5M | - | $5.26M | 162.25% | +0.092% |
| ABBV AbbVie Inc. | 4,743 | $553,845.45 | $1.26M | - | $706,772.8 | 127.61% | +0.266% |
| ADBE Adobe Inc. | 13,050 | $4.56M | $3.13M | - | -$1.43M | -31.39% | -0.447% |
| AFLG First Trust Active Factor Large Cap ETF | 7,849 | $312,354.94 | $347,239.76 | - | $34,884.82 | 11.17% | -0.383% |
| AMZN Amazon.com Inc | 1,407 | $253,482.95 | $345,713.97 | - | $92,231.02 | 36.39% | -1.428% |
| AVUV Avantis U.S. Small Cap Value ETF | 7,340 | $915,738.4 | $882,745.1 | - | -$32,993.3 | -3.6% | -0.054% |
| AXP American Express Company | 20,598 | $3.09M | $6.23M | - | $3.14M | 101.87% | +0.152% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 2,785 | $255,326.63 | $255,099.04 | - | -$227.59 | -0.09% | +0.008% |
| BR Broadridge Financial Solutions, Inc. | 23,694 | $3.24M | $3.86M | - | $613,674.6 | 18.91% | -0.367% |
| BRK-B Berkshire Hathaway Inc. | 3,285 | $1.62M | $1.67M | - | $51,117.59 | 3.16% | +0.105% |
| BTI British American Tobacco p.l.c. ADR | 22,360 | $898,465.2 | $1.26M | - | $361,744.4 | 40.26% | +0.913% |
| CAH Cardinal Health Inc. | 5,200 | $331,676 | $1.16M | - | $829,250 | 250.02% | +0.897% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 5,585 | $244,229.8 | $301,590 | - | $57,360.2 | 23.49% | -0.406% |
| CLX The Clorox Company | 11,648 | $1.11M | $976,917.76 | - | -$134,767.36 | -12.12% | -0.083% |
| CME CME Group Inc. | 2,394 | $412,269.44 | $647,756.55 | - | $235,487.11 | 57.12% | -0.083% |
| COST Costco Wholesale Corporation | 4,879 | $1.72M | $4.42M | - | $2.7M | 157.11% | +0.174% |
| COWZ Pacer US Cash Cows 100 ETF | 4,695 | $256,498.55 | $319,072.2 | - | $62,573.65 | 24.4% | +0.029% |
| CPAY Corpay, Inc. | 15,632 | $4.37M | $6.21M | - | $1.84M | 42.19% | +0.491% |
| CPNG Coupang Inc. | 192,739 | $3.43M | $2.71M | - | -$721,358.19 | -21.03% | -1.576% |
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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 - $3.89M, 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 - $4.77M, 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 $14.72M earned over time. The largest contributors to dividend income include VanEck Morningstar Wide Moat Fund - $1.92M, JPMorgan Ultra-Short Income ETF - $1M, CME Group Inc - $859,203.6, 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.
