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:
1.31%
Gain
Monthly
0.07%
Yearly
0.85%
Drawdown
16.1%
$202.43M
Equity
Holdings
$202.43M
Investment
$173.85M
$30.51M
Profit -$830,749.2
Realized
$1.92M
Unrealized
$28.58M
Dividends
$5.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$830,749.2
Win %
75%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$1.81M
Win %
75%
This Month
Compared to last month
Gain
0.03%
Profit
$63,715.68
Win %
75%
This Year
Compared to last year
Gain
10.42%
Profit
$19.1M
Win %
75%
HIG The Hartford Insurance Group, Inc.
+2.97%
+$6,427 
MO Altria Group, Inc.
+2.05%
+$20,826 
CSCO Cisco Systems, Inc.
+2.05%
+$22,304.08 
MRK Merck & Co., Inc.
+2.01%
+$16,098.48 
ABT Abbott Laboratories
+1.79%
+$4,219.68 
ABBV AbbVie Inc.
+1.7%
+$36,378.64 
AFL Aflac Inc.
+1.65%
+$7,623.11 
JNJ Johnson & Johnson
+1.64%
+$30,854.96 
PM Philip Morris International Inc.
+1.51%
+$10,470.46 
EMR Emerson Electric Co.
+1.5%
+$5,229.18 
XOM Exxon Mobil Corporation
+1.41%
+$22,931.3 
CVX Chevron Corporation
+1.37%
+$13,314.33 
LMT Lockheed Martin Corporation
+1.27%
+$6,321.04 
GILD Gilead Sciences Inc.
+1.25%
+$5,147.6 
COR Cencora, Inc.
+1.19%
+$2,364.37 
VZ Verizon Communications Inc.
+1.19%
+$4,091.88 
RTX RTX Corporation
+1.16%
+$9,578.25 
NVS Novartis AG Sponsored ADR
+1.14%
+$2,655.24 
LLY Eli Lilly and Company
+1.06%
+$11,352.51 
MSI Motorola Solutions, Inc.
+0.98%
+$2,778.3 
GEV GE Vernova Inc.
+0.96%
+$2,449.01 
PAA Plains All American Pipeline, L.P.
+0.95%
+$3,507.97 
GLD SPDR Gold Shares
+0.94%
+$2,282.47 
T AT&T Inc.
+0.92%
+$2,275.84 
MPC Marathon Petroleum Corporation
+0.92%
+$3,158.4 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
+0.91%
+$7,963.68 
AEP American Electric Power Company, Inc.
+0.83%
+$2,992 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$10,111.54 
F Ford Motor Company
+0.78%
+$2,924.24 
WMT Walmart Inc.
+0.77%
+$7,872.96 
GD General Dynamics Corporation
+0.76%
+$3,236.8 
WPC W. P. Carey Inc.
+0.73%
+$2,645.5 
SO The Southern Company
+0.69%
+$3,065.04 
DTE DTE Energy Company
+0.66%
+$2,811.9 
CAT Caterpillar Inc.
+0.64%
+$11,160 
DUK Duke Energy Corporation
+0.6%
+$5,025.88 
RIGS RiverFront Strategic Income Fund
+0.58%
+$2,635.23 
D Dominion Energy, Inc.
+0.57%
+$6,454.22 
NEE NextEra Energy, Inc.
+0.52%
+$3,130.76 
ED Consolidated Edison, Inc.
+0.51%
+$2,211.45 
AMLP Alerian MLP ETF
+0.46%
+$3,432.75 
MDLZ Mondelez International, Inc.
+0.46%
+$1,027.6 
DE Deere & Company
+0.44%
+$1,086.22 
GLDI UBS AG
+0.42%
+$4,807.01 
JPM JPMorgan Chase & Co.
+0.41%
+$12,769.31 
FUTY Fidelity MSCI Utilities Index ETF
+0.4%
+$1,854.86 
EES WisdomTree U.S. SmallCap Fund
+0.38%
+$6,178.27 
MMM 3M Company
+0.35%
+$949.05 
BLV Vanguard Long-Term Bond ETF
+0.3%
+$773.8 
ETR Entergy Corporation
+0.3%
+$865.98 
XLV Health Care Select Sector SPDR Fund
+0.29%
+$608.65 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.28%
+$1,624.87 
PG Procter & Gamble Co
+0.28%
+$2,850.54 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.27%
+$1,146.4 
BAC Bank of America Corporation
+0.25%
+$673.01 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.24%
+$657.9 
FHLC Fidelity MSCI Health Care Index ETF
+0.23%
+$1,407.66 
FICS FT International Developed Capital Strength Fund
+0.23%
+$607.34 
JCI Johnson Controls International plc
+0.22%
+$527.96 
OKE ONEOK, Inc.
+0.2%
+$637.83 
VTV Vanguard Value ETF
+0.2%
+$12,721.22 
DVY iShares Select Dividend ETF
+0.18%
+$2,359.11 
AAPL Apple Inc.
+0.14%
+$16,013.81 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.13%
+$1,395.24 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.11%
+$536.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.09%
+$198.18 
FVD First Trust Value Line Dividend Index Fund
+0.09%
+$11,276.59 
ECL Ecolab Inc.
+0.08%
+$171.77 
VOE Vanguard Mid-Cap Value ETF
+0.07%
+$174.58 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$2,236.32 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$134.76 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$180.22 
VYM Vanguard High Dividend Yield ETF
+0.06%
+$1,105.73 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.06%
+$395.87 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.06%
+$113.03 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.03%
+$96.63 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$206.9 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$68.97 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$853.3 
SGVT Schwab Government Money Market ETF
+0.03%
+$165.47 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$15.53 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.02%
+$34.55 
BNDX Vanguard Total International Bond ETF
+0.01%
+$23.75 
CLOZ Panagram BBB-B CLO ETF
0%
$0 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
0%
$0 
ISRG Intuitive Surgical, Inc.
-12.82%
-$64,912.79 
META Meta Platforms Inc Class A
-5.12%
-$25,000.04 
IBM International Business Machines Corporation
-3.71%
-$54,397.83 
SYK Stryker Corporation
-3.25%
-$10,963.86 
TSLA Tesla, Inc.
-2.86%
-$41,154.89 
PLTR Palantir Technologies Inc.
-2.45%
-$11,047.85 
FITB Fifth Third Bancorp
-2.42%
-$6,867.91 
MSFT Microsoft Corp.
-2.26%
-$118,853.28 
SPRX Spear Alpha ETF
-2.23%
-$13,325.04 
KO The Coca-Cola Company
-2.21%
-$39,825.92 
COF Capital One Financial Corporation
-1.9%
-$7,115.4 
GOOG Alphabet Inc
-1.86%
-$11,747.18 
SOFI SoFi Technologies, Inc.
-1.85%
-$7,063.68 
GOOGL Alphabet Inc
-1.82%
-$38,049.46 
V Visa Inc. Class A
-1.7%
-$23,256.34 
MA Mastercard Incorporated
-1.6%
-$6,684.31 
AXP American Express Company
-1.53%
-$6,486.69 
DHI D.R. Horton, Inc.
-1.49%
-$12,548.94 
WMB The Williams Companies, Inc.
-1.47%
-$5,597.9 
BLK BlackRock, Inc.
-1.46%
-$3,511.69 
ICE Intercontinental Exchange, Inc.
-1.45%
-$2,822.85 
VUG Vanguard Growth ETF
-1.44%
-$161,910 
NVDA NVIDIA Corporation
-1.41%
-$103,505.18 
QQQ Invesco QQQ Trust, Series 1
-1.4%
-$10,530.48 
FAST Fastenal Co.
-1.39%
-$3,687.45 
ELV Elevance Health, Inc.
-1.38%
-$5,258.22 
IWF iShares Russell 1000 Growth ETF
-1.36%
-$3,465 
AKRE Akre Focus ETF
-1.28%
-$3,719.35 
ITW Illinois Tool Works Inc.
-1.28%
-$5,737.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.25%
-$17,006.68 
ADP Automatic Data Processing Inc.
-1.15%
-$6,210.08 
LOW Lowe's Companies Inc.
-1.12%
-$4,172.31 
AVGO Broadcom Inc.
-1.12%
-$16,757.62 
FTEC Fidelity MSCI Information Technology Index ETF
-1.1%
-$30,581.04 
PWB Invesco Large Cap Growth ETF
-1.09%
-$11,570.07 
QUAL iShares MSCI USA Quality Factor ETF
-1.07%
-$10,832.4 
AUB Atlantic Union Bankshares Corporation
-1.04%
-$2,683.35 
QDVO Amplify CWP Growth & Income ETF
-0.96%
-$7,198.81 
APH Amphenol Corporation
-0.89%
-$2,290.47 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$5,848.75 
MS Morgan Stanley
-0.84%
-$4,615.26 
VOT Vanguard Mid-Cap Growth ETF
-0.79%
-$2,363.4 
BUFQ FT Nasdaq Buffer ETF July.
-0.76%
-$10,274.56 
DFAS Dimensional U.S. Small Cap ETF
-0.75%
-$2,898.11 
DFUS Dimensional U.S. Equity Market ETF
-0.74%
-$2,735.81 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$2,221.05 
VOO Vanguard S&P 500 ETF
-0.73%
-$18,025.59 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$28,021.44 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$3,469.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$13,174.98 
VB Vanguard Small-Cap ETF
-0.69%
-$10,675.32 
PEP PepsiCo, Inc.
-0.67%
-$2,989.95 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.65%
-$4,996.7 
MDY SPDR S&P MidCap 400 ETF Trust
-0.64%
-$827.7 
DCOR Dimensional US Core Equity 1 ETF
-0.63%
-$2,516.85 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.63%
-$8,400.15 
PDP Invesco Dorsey Wright Momentum ETF
-0.62%
-$1,942.65 
SPGP Invesco S&P 500 GARP ETF
-0.61%
-$2,420.6 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$3,017.6 
AMZN Amazon.com Inc
-0.6%
-$17,116.5 
MTUM iShares MSCI USA Momentum Factor ETF
-0.6%
-$63,420.59 
HD The Home Depot, Inc.
-0.59%
-$5,703.53 
NLR VanEck Uranium and Nuclear ETF
-0.57%
-$1,189.4 
EFA iShares MSCI EAFE ETF
-0.52%
-$1,223.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.52%
-$5,652 
SPMO Invesco S&P 500 Momentum ETF
-0.51%
-$7,587.08 
RDVY First Trust Rising Dividend Achievers ETF
-0.5%
-$24,098.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.47%
-$2,842.14 
DFIC Dimensional International Core Equity Market ETF
-0.47%
-$1,333.33 
DFAI Dimensional International Core Equity Market ETF
-0.45%
-$572.02 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.44%
-$1,016 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.41%
-$7,544.06 
BUFR FT Vestladder Buffer ETF-USD I
-0.37%
-$5,056.56 
FTCS First Trust Capital Strength ETF
-0.36%
-$20,740.87 
MCD McDonald's Corporation
-0.33%
-$2,038.5 
SVOL Simplify Volatility Premium ETF
-0.32%
-$2,678.66 
RFDI First Trust Dynamic Europe Equity Income Fund
-0.3%
-$4,432.4 
FDX FedEx Corporation
-0.29%
-$1,132.74 
PAVE Global X U.S. Infrastructure Development ETF
-0.29%
-$2,015.14 
VO Vanguard Mid-Cap ETF
-0.28%
-$3,161.13 
TPL Texas Pacific Land Corporation
-0.25%
-$1,722.82 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.25%
-$883.89 
VIG Vanguard Dividend Appreciation ETF
-0.18%
-$2,283.1 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.17%
-$358.27 
COST Costco Wholesale Corporation
-0.16%
-$1,671 
AMGN Amgen Inc.
-0.12%
-$354.8 
PODD Insulet Corporation
-0.12%
-$400 
UPS United Parcel Service, Inc.
-0.1%
-$342.36 
WAB Wabtec Corporation
-0.07%
-$42.7 
BINC iShares Flexible Income Active ETF
-0.03%
-$308.36 
LIN Linde plc
-0.03%
-$102.7 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$168.46 Events
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Dividends
Dividend Analysis
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| Trades 765 | Longs Won 532/765 69% | Profit Factor 6.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $182,716.02 |
| Average Win $67,979.45 | Best Trade (Jul 15) $3.21M | Sharpe Ratio -15.15 |
| Average Loss -$24,291.74 | Worst Trade (Jun 30) -$598,083.99 | Z-Score 13.28 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 1d | Expectancy $39,875.93 |
| 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 | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
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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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