LSJ
Laddi Singh Jhuty Portfolio
Invests via NRI Wealth Management LC | Managed by Laddi Singh Jhuty
Invests via NRI Wealth Management LC
Managed by Laddi Singh Jhuty
Automatically Tracked
Laddi Singh Jhuty Profile
Entrepreneur and investor focused on private markets and family-office investing, with operating experience across hospitality and consumer-facing businesses. Laddi Singh Jhuty has led capital deployment, strategic growth initiatives and portfolio operational oversight for founder-led companies. Market-facing profile: active in deal sourcing, partner network cultivation and value-creation programs for SMEs and growth-stage firms in South Asia.
Entrepreneur and investor focused on private markets and family-office investing, with operating experience across hospitality and consumer-facing businesses. Laddi Singh Jhuty has led capital deployment, strategic growth initiatives and portfolio operational oversight for founder-led companies. Market-facing profile: active in deal sourcing, partner network cultivation and value-creation programs for SMEs and growth-stage firms in South Asia.
Investment Philosophy & Strategy
Focuses on long‑term, private-market investments that combine capital with operational expertise, prioritizing founder-led hospitality and consumer businesses in South Asia. Prefers concentrated, partnership-oriented deals where active value creation—operational turnaround, revenue scaling and governance strengthening—drives returns. Emphasizes disciplined capital allocation, staged financing and downside protection through covenants and ownership oversight. Time horizon is multi‑year; risk management centers on cash‑flow visibility, local market networks and selective co-investor alignment.
Focuses on long‑term, private-market investments that combine capital with operational expertise, prioritizing founder-led hospitality and consumer businesses in South Asia. Prefers concentrated, partnership-oriented deals where active value creation—operational turnaround, revenue scaling and governance strengthening—drives returns. Emphasizes disciplined capital allocation, staged financing and downside protection through covenants and ownership oversight. Time horizon is multi‑year; risk management centers on cash‑flow visibility, local market networks and selective co-investor alignment.
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:
137.47%
Gain +3.55%
Monthly
2.79%
Yearly
39.22%
Drawdown
23.61%
$251.03M
Equity
Holdings
$251.03M
Investment
$136.63M
$125.79M
Profit +$6.25M
Realized
$11.39M
Unrealized
$114.4M
Dividends
$2.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.55%
Profit
$6.25M
Win %
87%
This Week
Compared To Last Week
Gain
2.09%
Profit
$5.14M
Win %
87%
This Month
Compared to last month
Gain
6.29%
Profit
$14.85M
Win %
87%
This Year
Compared to last year
Gain
31.01%
Profit
$59.42M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$1.06M 
GOOG Alphabet Inc
+6.88%
+$595,658.04 
GOOGL Alphabet Inc
+6.73%
+$27,862.8 
META Meta Platforms Inc Class A
+3.28%
+$134,703.85 
MSFT Microsoft Corp.
+3.02%
+$156,139.57 
NVDA NVIDIA Corporation
+2.93%
+$577,630.02 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$136,750.28 
TQQQ ProShares UltraPro QQQ
+2.08%
+$8,028.24 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$5,749.44 
TSLA Tesla, Inc.
+0.76%
+$3,622.57 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,264.17 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,404.36 
IVV iShares Core S&P 500 ETF
+0.69%
+$144,015.36 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$246,961.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$32,068.2 
AVGO Broadcom Inc.
+0.37%
+$1,133.28 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,213.12 
SMH VanEck Semiconductor ETF
+0.3%
+$24,292.04 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$68,313.79 
RVPH Reviva Pharmaceuticals Holdings, Inc.
+0.08%
+$0.2 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0 
AAPL Apple Inc.
-7.35%
-$876,810.68 
MU Micron Technology, Inc.
-5.9%
-$1.36M 
NFLX Netflix, Inc.
-2%
-$40,271.18 
LRCX Lam Research Corporation
-1.58%
-$206,382.18 
CYRX Cryoport Inc.
-1.57%
-$4,591.44 
GLD SPDR Gold Shares
-1.49%
-$33,646.88 
VGT Vanguard Information Technology ETF
-0.38%
-$83,437.2 
VTV Vanguard Value ETF
-0.27%
-$693.83 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$529.71 Events
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Dividends
Dividend Analysis
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| Trades 203 | Longs Won 167/203 82% | Profit Factor 72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.04M |
| Average Win $763,833.57 | Best Trade (Aug 13) $15.62M | Sharpe Ratio -11.74 |
| Average Loss -$49,214.42 | Worst Trade (Aug 02) -$577,483.41 | Z-Score 17.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $619,647.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 5,102 | 4,592 | 4,082 | 3,571 | 3,061 | 2,551 | 2,041 | 1,531 | 1,020 | 510 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,759 | $7.04M | $11.05M | - | $4.01M | 56.99% | -7.354% |
| AMZN Amazon.com Inc | 29,441 | $4.6M | $8M | - | $3.39M | 73.66% | +15.321% |
| AVGO Broadcom Inc. | 787 | $259,639 | $306,363.36 | - | $46,724.36 | 18% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 9,792 | $4.17M | $5.01M | - | $839,840.12 | 20.14% | +0.365% |
| CHAT Roundhill Generative AI & Technology ETF | 76,826 | $4.71M | $6.3M | - | $1.58M | 33.56% | +2.22% |
| CYRX Cryoport Inc. | 19,131 | $296,339 | $288,686.79 | - | -$7,652.21 | -2.58% | -1.566% |
| GLD SPDR Gold Shares | 5,987 | $2.14M | $2.22M | - | $86,640.21 | 4.05% | -1.49% |
| GOOG Alphabet Inc | 25,932 | $4.83M | $9.25M | - | $4.41M | 91.34% | +6.884% |
| GOOGL Alphabet Inc | 1,240 | $218,525.26 | $441,601.2 | - | $223,075.94 | 102.08% | +6.734% |
| IVV iShares Core S&P 500 ETF | 28,128 | $14.18M | $21.11M | - | $6.92M | 48.83% | +0.687% |
| LRCX Lam Research Corporation | 43,911 | $4.43M | $12.87M | - | $8.43M | 190.14% | -1.579% |
| META Meta Platforms Inc Class A | 7,619 | $4.74M | $4.24M | - | -$498,097.54 | -10.51% | +3.28% |
| MSFT Microsoft Corp. | 11,464 | $4.9M | $5.33M | - | $428,217.37 | 8.74% | +3.019% |
| MU Micron Technology, Inc. | 26,285 | $3.41M | $21.63M | - | $18.22M | 534.24% | -5.903% |
| NFLX Netflix, Inc. | 27,583 | $1.59M | $1.98M | - | $389,645.36 | 24.53% | -1.995% |
| NVDA NVIDIA Corporation | 101,161 | $6.37M | $20.31M | - | $13.93M | 218.64% | +2.928% |
| QQQ Invesco QQQ Trust, Series 1 | 55,622 | $23.69M | $38.27M | - | $14.57M | 61.51% | +0.65% |
| RVPH Reviva Pharmaceuticals Holdings, Inc. | 569 | $58,607 | $249.14 | - | -$58,357.86 | -99.57% | +0.08% |
| SMH VanEck Semiconductor ETF | 14,903 | $4.9M | $8.06M | - | $3.16M | 64.56% | +0.302% |
| SOXL Direxion Daily Semiconductor Bull 3X Shares | 39,745 | $1M | $4.56M | - | $3.56M | 353.9% | 0.0 |
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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 Laddi Singh Jhuty?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $7.11M, VANGUARD TOTAL STOCK MKT ETF - $1.56M, Invesco QQQ Trust, Series 1 - $1.23M, Netflix, Inc - $797,519.14, and Mastercard Incorporated - $614,830.33. 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: Intuitive Surgical, Inc - $503,352.87, SBA Communications Corporation - $155,909.98, Lam Research Corporation - $99,065.62, Reviva Pharmaceuticals Holdings, Inc - $4,871, and Palo Alto Networks, Inc - $3,071.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laddi Singh Jhuty's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.62M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $940,258.05, Invesco QQQ Trust, Series 1 - $394,455.05, VANGUARD TOTAL STOCK MKT ETF - $240,634.8, Vanguard Information Technology ETF - $194,182.96, and Invesco S&P 500 Momentum ETF - $142,019.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laddi Singh Jhuty's monthly returns?
Laddi Singh Jhuty'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 Laddi Singh Jhuty's strategy be considered aggressive or moderate?
Laddi Singh Jhuty'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 Laddi Singh Jhuty's strategy?
Laddi Singh Jhuty'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.
