RC
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:
18.96%
Gain +0.38%
Monthly
0.38%
Yearly
4.6%
Drawdown
17.88%
$240.62M
Equity
Holdings
$240.62M
Investment
$207.16M
$66.4M
Profit +$1.01M
Realized
$32.95M
Unrealized
$33.46M
Dividends
$14.05M
Goals
Avg. 12.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$1.01M
Win %
64%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$3.29M
Win %
64%
This Month
Compared to last month
Gain
-1.51%
Profit
-$3.69M
Win %
64%
This Year
Compared to last year
Gain
-15.01%
Profit
-$37.77M
Win %
59%
QCOM QUALCOMM Incorporated
+4.32%
+$17,520 
GEV GE Vernova Inc.
+3.65%
+$8,216.24 
GPN Global Payments Inc.
+3.47%
+$130,479.6 
IOVA Iovance Biotherapeutics, Inc.
+3.03%
+$1,495.8 
HPE Hewlett Packard Enterprise Company
+2.94%
+$13,897.12 
CME CME Group Inc.
+2.8%
+$17,595.9 
GS The Goldman Sachs Group, Inc.
+2.61%
+$8,751.24 
FRSH Freshworks Inc. Class A Common Stock
+2.44%
+$82,619.55 
TW Tradeweb Markets Inc.
+2.21%
+$75,300.96 
AXP American Express Company
+2.18%
+$147,882.31 
SYK Stryker Corporation
+2.11%
+$5,135.69 
WPP WPP Plc Sponsored ADR
+2.09%
+$5,091.45 
GIS General Mills, Inc.
+2.04%
+$21,056.04 
TGT Target Corporation
+1.94%
+$37,870.53 
TSLA Tesla, Inc.
+1.88%
+$31,543.56 
HRB H&R Block Inc.
+1.75%
+$26,603.64 
TAP Molson Coors Beverage Company
+1.6%
+$15,641.4 
BTI British American Tobacco p.l.c. ADR
+1.57%
+$21,673.9 
CPAY Corpay, Inc.
+1.52%
+$84,412.14 
SPGI S&P Global Inc.
+1.37%
+$24,020.72 
PAYX Paychex Inc.
+1.37%
+$43,991.92 
ABBV AbbVie Inc.
+1.29%
+$14,065.63 
CAH Cardinal Health Inc.
+1.21%
+$14,164.35 
VOE Vanguard Mid-Cap Value ETF
+1.09%
+$2,837.99 
DOCU DocuSign Inc.
+1.08%
+$27,197.76 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$7,028.32 
V Visa Inc. Class A
+1.05%
+$11,826.98 
IJR iShares Core S&P Small-Cap ETF
+1%
+$3,889.41 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,309.99 
VTV Vanguard Value ETF
+0.94%
+$3,078 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$41,336.74 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$4,510.41 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$9,157.33 
PG Procter & Gamble Co
+0.85%
+$1,828.54 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$2,441.4 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$4,519.52 
WTV WisdomTree U.S. Value Fund
+0.76%
+$40,324.44 
CVX Chevron Corporation
+0.75%
+$8,672.94 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$2,212.23 
UNH UnitedHealth Group Incorporated
+0.72%
+$48,321.84 
MO Altria Group, Inc.
+0.72%
+$18,520.94 
MA Mastercard Incorporated
+0.72%
+$22,751.31 
PYPL PayPal Holdings Inc
+0.7%
+$21,340.52 
AFLG First Trust Active Factor Large Cap ETF
+0.69%
+$1,946.7 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$11,058.38 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.68%
+$2,722.22 
COST Costco Wholesale Corporation
+0.68%
+$32,494.14 
EMBC Embecta Corp.
+0.65%
+$748.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$31,374.85 
IYW iShares U.S. Technology ETF
+0.62%
+$3,313.58 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$12,208 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,848.3 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$1,865.37 
IVV iShares Core S&P 500 ETF
+0.58%
+$13,957.84 
VOO Vanguard S&P 500 ETF
+0.58%
+$37,492.39 
GOOGL Alphabet Inc
+0.56%
+$69,378.35 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$5,524.2 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$1,390 
FFC Flaherty & Crumrine Preferred Securities Income Fund Incorporated
+0.46%
+$2,207.89 
GOOG Alphabet Inc
+0.46%
+$3,986.84 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$1,284.55 
MOAT VanEck Morningstar Wide Moat Fund
+0.43%
+$173,171.68 
FLC Flaherty & Crumrine Total Return Fund Inc.
+0.39%
+$2,188.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$1,017.25 
YELP Yelp Inc.
+0.35%
+$13,024.96 
KVUE Kenvue Inc.
+0.33%
+$9,412.44 
WDAY Workday Inc.
+0.21%
+$9,183.51 
NVDA NVIDIA Corporation
+0.18%
+$1,877.75 
MSFT Microsoft Corp.
+0.13%
+$1,310.4 
EOG EOG Resources, Inc.
+0.08%
+$1,301.85 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$5,927.28 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$204.1 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$168.25 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
ADBE Adobe Inc.
-6.75%
-$199,145.72 
CPNG Coupang Inc.
-2.55%
-$63,885.36 
GTLB GitLab Inc.
-2.15%
-$71,643.89 
AAPL Apple Inc.
-1.52%
-$115,272 
MRK Merck & Co., Inc.
-1.42%
-$7,944.68 
VEEV Veeva Systems Inc.
-1.24%
-$41,562 
AMZN Amazon.com Inc
-1.21%
-$6,114.89 
NFLX Netflix, Inc.
-1.14%
-$2,618.88 
MORN Morningstar, Inc.
-1.1%
-$14,500.13 
TEAM Atlassian Corporation Class A
-0.76%
-$14,860.04 
CSCO Cisco Systems, Inc.
-0.6%
-$1,998.01 
FICO Fair Isaac Corporation
-0.57%
-$16,628.37 
UPS United Parcel Service, Inc.
-0.52%
-$7,055.72 
META Meta Platforms Inc Class A
-0.23%
-$19,576.55 
CRM Salesforce Inc
-0.22%
-$7,766.28 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$536 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.09%
-$327.2 
INTU Intuit Inc.
-0.07%
-$1,891.98 
MCD McDonald's Corporation
-0.02%
-$44.82 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1242 | Longs Won 756/1242 60% | Profit Factor 2.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $385,983.8 |
| Average Win $149,800.97 | Best Trade (Jun 30) $5.49M | Sharpe Ratio -11.35 |
| Average Loss -$96,390.62 | Worst Trade (Dec 31) -$3.39M | Z-Score 0.83 (59.08%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 6d | Expectancy $53,465.13 |
| 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 | 2,494 | 2,244 | 1,995 | 1,746 | 1,496 | 1,247 | 998 | 748 | 499 | 249 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
