Candy Palugi Portfolio
Invests via Claris Financial LLC | Managed by Candy Palugi
Invests via Claris Financial LLC
Managed by Candy Palugi
Automatically Tracked
Seasoned investor and operator focused on consumer and technology ventures with experience in early-stage sourcing, go-to-market strategies, and board-level governance. Candy Palugi brings a blend of startup operating experience and venture investing, advising founders on growth, monetization and capital raises. Known for hands-on portfolio support, strategic partnerships and talent development, often participating in seed and Series A rounds across North America and Southeast Asia.
Seasoned investor and operator focused on consumer and technology ventures with experience in early-stage sourcing, go-to-market strategies, and board-level governance. Candy Palugi brings a blend of startup operating experience and venture investing, advising founders on growth, monetization and capital raises. Known for hands-on portfolio support, strategic partnerships and talent development, often participating in seed and Series A rounds across North America and Southeast Asia.
Investment Philosophy & Strategy
Focuses on early-stage consumer and technology companies, deploying concentrated seed and Series A capital with reserved follow-on capacity. Investment style emphasizes operator-led, hands-on partnership: accelerating go-to-market, monetization and talent buildouts to derisk high-beta bets. Portfolio selection favors cross-border opportunities across North America and Southeast Asia where growth can be amplified via strategic partnerships and distribution channels. Horizon is growth-to-exit with active board governance, pragmatic capital pacing, and validation milestones; risk is managed through selective concentration, operational value-add, and staged capital deployment tied to commercial traction.
Focuses on early-stage consumer and technology companies, deploying concentrated seed and Series A capital with reserved follow-on capacity. Investment style emphasizes operator-led, hands-on partnership: accelerating go-to-market, monetization and talent buildouts to derisk high-beta bets. Portfolio selection favors cross-border opportunities across North America and Southeast Asia where growth can be amplified via strategic partnerships and distribution channels. Horizon is growth-to-exit with active board governance, pragmatic capital pacing, and validation milestones; risk is managed through selective concentration, operational value-add, and staged capital deployment tied to commercial traction.
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:
22.94%
Gain -0.08%
Monthly
1.04%
Yearly
13.2%
Drawdown
16.08%
$206.85M
Equity
Holdings
$206.85M
Investment
$173.85M
$34.51M
Profit -$174,287.69
Realized
$1.51M
Unrealized
$33.01M
Dividends
$6.27M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.08%
Profit
-$174,287.69
Win %
76%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$174,287.69
Win %
76%
This Month
Compared to last month
Gain
2.05%
Profit
$4.16M
Win %
76%
This Year
Compared to last year
Gain
12.83%
Profit
$23.52M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$411,708.77 
GOOG Alphabet Inc
+6.88%
+$41,070.36 
GOOGL Alphabet Inc
+6.73%
+$132,348.3 
META Meta Platforms Inc Class A
+3.28%
+$12,977.11 
MSFT Microsoft Corp.
+3.02%
+$178,476.35 
NVDA NVIDIA Corporation
+2.93%
+$201,711.71 
CVX Chevron Corporation
+2.35%
+$23,833.96 
FAST Fastenal Co.
+2.25%
+$5,956.65 
CSCO Cisco Systems, Inc.
+2.14%
+$24,142.05 
TPL Texas Pacific Land Corporation
+2.11%
+$13,602.87 
OKE ONEOK, Inc.
+1.95%
+$5,841.18 
JCI Johnson Controls International plc
+1.93%
+$4,812.18 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$4,195.1 
VZ Verizon Communications Inc.
+1.52%
+$5,508.3 
LMT Lockheed Martin Corporation
+1.5%
+$8,353.84 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$19,189.97 
SVOL Simplify Volatility Premium ETF
+1.15%
+$9,472.68 
ITW Illinois Tool Works Inc.
+1.15%
+$5,151.25 
MSI Motorola Solutions, Inc.
+1.14%
+$3,381.97 
SPRX Spear Alpha ETF
+1.12%
+$6,294.24 
VUG Vanguard Growth ETF
+1.1%
+$120,461.04 
ADP Automatic Data Processing Inc.
+0.98%
+$5,433.8 
QDVO Amplify CWP Growth & Income ETF
+0.94%
+$6,819.93 
AMLP Alerian MLP ETF
+0.89%
+$6,728.19 
WMB The Williams Companies, Inc.
+0.89%
+$3,206.07 
IBM International Business Machines Corporation
+0.86%
+$12,779.68 
PWB Invesco Large Cap Growth ETF
+0.86%
+$8,873.8 
GEV GE Vernova Inc.
+0.85%
+$2,052.57 
MCD McDonald's Corporation
+0.82%
+$4,983.02 
EMR Emerson Electric Co.
+0.79%
+$2,952.39 
TSLA Tesla, Inc.
+0.76%
+$8,672.93 
MPC Marathon Petroleum Corporation
+0.76%
+$2,676.81 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,869 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$27,506.49 
VOO Vanguard S&P 500 ETF
+0.71%
+$17,345.48 
CAT Caterpillar Inc.
+0.7%
+$11,339.98 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$2,532.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,016.03 
PLTR Palantir Technologies Inc.
+0.65%
+$2,686.39 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,741.92 
MO Altria Group, Inc.
+0.57%
+$5,414.76 
APH Amphenol Corporation
+0.55%
+$1,476.62 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$2,590.56 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,736.86 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,175.4 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$5,572.64 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$5,618.4 
RTX RTX Corporation
+0.39%
+$3,575.88 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$1,534.08 
AVGO Broadcom Inc.
+0.37%
+$5,772.96 
PG Procter & Gamble Co
+0.37%
+$3,597.11 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,923.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,756.8 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$17,471.1 
BAC Bank of America Corporation
+0.36%
+$955.24 
AUB Atlantic Union Bankshares Corporation
+0.35%
+$894.45 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$988.59 
GD General Dynamics Corporation
+0.32%
+$1,410.32 
MRK Merck & Co., Inc.
+0.32%
+$2,568.3 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$4,175.44 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$28,732.33 
JPM JPMorgan Chase & Co.
+0.27%
+$8,573.74 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.23%
+$1,000.45 
SO The Southern Company
+0.21%
+$928.8 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$626.2 
JNJ Johnson & Johnson
+0.21%
+$3,998.32 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$1,836.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$396.36 
T AT&T Inc.
+0.17%
+$448 
MS Morgan Stanley
+0.17%
+$907.93 
DTE DTE Energy Company
+0.12%
+$490.28 
MMM 3M Company
+0.12%
+$349.64 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.12%
+$230.57 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$1,527.3 
ISRG Intuitive Surgical, Inc.
+0.1%
+$452.87 
AFL Aflac Inc.
+0.09%
+$449.52 
WMT Walmart Inc.
+0.09%
+$889.62 
ABT Abbott Laboratories
+0.09%
+$214.56 
AEP American Electric Power Company, Inc.
+0.06%
+$190.4 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$304.26 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$15.53 
SGVT Schwab Government Money Market ETF
+0.02%
+$132.38 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$112.06 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$31.85 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$826,667.28 
SYK Stryker Corporation
-6.42%
-$22,742.12 
LIN Linde plc
-5.95%
-$23,905.41 
ABBV AbbVie Inc.
-2.51%
-$54,483.87 
ICE Intercontinental Exchange, Inc.
-2.42%
-$5,218.83 
DHI D.R. Horton, Inc.
-1.7%
-$13,491.15 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
-1.56%
-$13,954.05 
GLD SPDR Gold Shares
-1.49%
-$3,748.53 
NVS Novartis AG Sponsored ADR
-1.45%
-$3,494.56 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$3,058.47 
MDLZ Mondelez International, Inc.
-1.22%
-$2,825.91 
F Ford Motor Company
-1.21%
-$4,785.12 
NEE NextEra Energy, Inc.
-1.15%
-$6,874.06 
DE Deere & Company
-1.13%
-$2,808.4 
LOW Lowe's Companies Inc.
-1.08%
-$3,897.59 
KO The Coca-Cola Company
-1.02%
-$19,065.6 
PAA Plains All American Pipeline, L.P.
-1.01%
-$3,897.75 
UPS United Parcel Service, Inc.
-1%
-$2,995.65 
XOM Exxon Mobil Corporation
-0.97%
-$17,114.58 
SOFI SoFi Technologies, Inc.
-0.97%
-$3,531.84 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$5,250.21 
GILD Gilead Sciences Inc.
-0.81%
-$3,239.93 
D Dominion Energy, Inc.
-0.8%
-$8,815.52 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$1,804.62 
ED Consolidated Edison, Inc.
-0.74%
-$3,115.26 
MA Mastercard Incorporated
-0.74%
-$3,217.25 
BLK BlackRock, Inc.
-0.73%
-$1,763.58 
FUTY Fidelity MSCI Utilities Index ETF
-0.7%
-$3,157.2 
DUK Duke Energy Corporation
-0.67%
-$5,554.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$12,226.48 
FICS FT International Developed Capital Strength Fund
-0.65%
-$1,783.65 
WPC W. P. Carey Inc.
-0.65%
-$2,308.81 
AMGN Amgen Inc.
-0.64%
-$1,892.25 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$834.85 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,494.9 
PM Philip Morris International Inc.
-0.61%
-$4,319.94 
ECL Ecolab Inc.
-0.61%
-$1,398.78 
GLDI UBS AG
-0.61%
-$6,988.25 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,256.15 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,676.18 
WAB Wabtec Corporation
-0.55%
-$390.4 
COF Capital One Financial Corporation
-0.54%
-$2,000.11 
LLY Eli Lilly and Company
-0.53%
-$5,621.21 
FTCS First Trust Capital Strength ETF
-0.51%
-$29,796.75 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,199.39 
PEP PepsiCo, Inc.
-0.46%
-$2,057.6 
DVY iShares Select Dividend ETF
-0.45%
-$5,757.68 
HD The Home Depot, Inc.
-0.42%
-$3,876.77 
RIGS RiverFront Strategic Income Fund
-0.4%
-$1,798.11 
ETR Entergy Corporation
-0.38%
-$1,044.27 
AXP American Express Company
-0.38%
-$1,489.7 
FDX FedEx Corporation
-0.37%
-$1,400.7 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,781.07 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$9,737.16 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$1,610.1 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$10,239.66 
COR Cencora, Inc.
-0.28%
-$574.95 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.27%
-$620 
VTV Vanguard Value ETF
-0.27%
-$16,866.04 
COST Costco Wholesale Corporation
-0.24%
-$2,539.89 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$577.91 
BNDX Vanguard Total International Bond ETF
-0.23%
-$522.5 
VB Vanguard Small-Cap ETF
-0.22%
-$3,453.68 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$463.65 
PODD Insulet Corporation
-0.2%
-$659.96 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$2,238.68 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$22,553.19 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$665.14 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,041.2 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$1,775.76 
FITB Fifth Third Bancorp
-0.16%
-$430.74 
ELV Elevance Health, Inc.
-0.15%
-$572.87 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$2,421.9 
RFDI First Trust Dynamic Europe Equity Income Fund
-0.15%
-$2,250.89 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$1,491.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$161.82 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$524.8 
AKRE Akre Focus ETF
-0.09%
-$254.75 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$2,981.76 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$179.68 
BINC iShares Flexible Income Active ETF
-0.08%
-$822.26 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$240.3 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$439.85 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$193.26 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$115.15 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$137.93 
VO Vanguard Mid-Cap ETF
-0.05%
-$551.68 
V Visa Inc. Class A
-0.04%
-$524.68 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$187.11 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.02%
-$76.86 
CLOZ Panagram BBB-B CLO ETF
-0.02%
-$117.21 Events
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Dividends
Dividend Analysis
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| Trades 765 | Longs Won 540/765 70% | Profit Factor 7.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $191,081.3 |
| Average Win $73,582.11 | Best Trade (Aug 17) $3.14M | Sharpe Ratio -10.91 |
| Average Loss -$23,204.14 | Worst Trade (Jun 30) -$598,083.99 | Z-Score 14.8 (100%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $45,115.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,714 | $8.49M | $10.41M | - | $1.92M | 22.62% | -7.354% |
| ABBV AbbVie Inc. | 8,421 | $1.65M | $2.11M | - | $466,996.06 | 28.37% | -2.513% |
| ABT Abbott Laboratories | 2,384 | $286,064.51 | $251,988.8 | - | -$34,075.71 | -11.91% | +0.085% |
| ADP Automatic Data Processing Inc. | 2,098 | $615,122 | $559,033.06 | - | -$56,088.94 | -9.12% | +0.982% |
| AEP American Electric Power Company, Inc. | 2,720 | $287,669.71 | $347,752 | - | $60,082.29 | 20.89% | +0.055% |
| AFL Aflac Inc. | 3,746 | $390,076.02 | $477,540.08 | - | $87,464.06 | 22.42% | +0.094% |
| AKRE Akre Focus ETF | 5,095 | $333,773.65 | $292,911.55 | - | -$40,862.1 | -12.24% | -0.087% |
| AMGN Amgen Inc. | 763 | $199,801.81 | $293,877.08 | - | $94,075.27 | 47.08% | -0.64% |
| AMLP Alerian MLP ETF | 13,731 | $664,213.88 | $759,598.92 | - | $95,385.04 | 14.36% | +0.894% |
| AMZN Amazon.com Inc | 11,411 | $2.5M | $3.1M | - | $594,993.99 | 23.76% | +15.321% |
| APH Amphenol Corporation | 3,356 | $212,015.3 | $269,654.6 | - | $57,639.3 | 27.19% | +0.551% |
| AUB Atlantic Union Bankshares Corporation | 5,963 | $210,432.85 | $253,010.09 | - | $42,577.24 | 20.23% | +0.355% |
| AVGO Broadcom Inc. | 4,009 | $1.38M | $1.56M | - | $184,227.57 | 13.38% | +0.371% |
| AXP American Express Company | 1,173 | $360,648.9 | $394,421.25 | - | $33,772.35 | 9.36% | -0.376% |
| BAC Bank of America Corporation | 4,342 | $206,543.72 | $268,986.9 | - | $62,443.18 | 30.23% | +0.356% |
| BINC iShares Flexible Income Active ETF | 20,557 | $1.08M | $1.07M | - | -$10,313.29 | -0.96% | -0.077% |
| BLK BlackRock, Inc. | 221 | $250,557.84 | $240,976.19 | - | -$9,581.65 | -3.82% | -0.727% |
| BLV Vanguard Long-Term Bond ETF | 3,869 | $266,137 | $255,276.62 | - | -$10,860.38 | -4.08% | -0.468% |
| BNDX Vanguard Total International Bond ETF | 4,750 | $232,999.26 | $226,907.5 | - | -$6,091.76 | -2.61% | -0.23% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 5,367 | $485,398.13 | $485,659.83 | - | $261.7 | 0.05% | -0.33% |
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FAQ
Which stocks have generated the highest profits for Candy Palugi?
The largest contributions to the portfolio's profits come from the following stocks: UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note - $771,650.15, NVIDIA Corporation - $588,490.06, First Trust Value Line Dividend Index Fund - $459,265.21, iShares MSCI USA Momentum Factor ETF - $428,952.09, and Alphabet Inc - $334,747.45. 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: Apple Inc - $522,909.69, YieldMax Magnificent 7 Fund of Option Income ETFs - $242,525.75, Circle Internet Group, Inc - $201,367.28, YieldMax Universe Fund of Option Income ETFs - $191,548.84, and Roundhill S&P 500 0DTE CCS ETF - $112,748.15. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Candy Palugi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.27M earned over time. The largest contributors to dividend income include UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note - $658,970, First Trust Value Line Dividend Index Fund - $385,630.54, UBS AG - $293,248.66, First Trust Enhanced Short Maturity Fund - $223,757, and Simplify Volatility Premium ETF - $196,644.72. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Candy Palugi's monthly returns?
Candy Palugi's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Candy Palugi's strategy be considered aggressive or moderate?
Candy Palugi's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Candy Palugi's strategy?
Candy Palugi's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
