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:
23.22%
Gain +0.33%
Monthly
0.97%
Yearly
12.36%
Drawdown
16.02%
$207.25M
Equity
Holdings
$207.25M
Investment
$173.85M
$34.97M
Profit +$587,979.27
Realized
$1.57M
Unrealized
$33.4M
Dividends
$6.96M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$587,979.27
Win %
72%
This Week
Compared To Last Week
Gain
0.05%
Profit
$103,304.38
Win %
72%
This Month
Compared to last month
Gain
1.98%
Profit
$4.03M
Win %
72%
This Year
Compared to last year
Gain
13.05%
Profit
$23.92M
Win %
72%
F Ford Motor Company
+3.13%
+$10,234.84 
RTX RTX Corporation
+2.59%
+$20,646.45 
LMT Lockheed Martin Corporation
+2.55%
+$13,135.76 
PM Philip Morris International Inc.
+2.23%
+$16,328.1 
BLK BlackRock, Inc.
+2.21%
+$5,480.79 
JPM JPMorgan Chase & Co.
+2.19%
+$67,176.16 
PODD Insulet Corporation
+2.12%
+$5,887.4 
OKE ONEOK, Inc.
+2.07%
+$6,311.16 
COF Capital One Financial Corporation
+1.99%
+$7,009.2 
GD General Dynamics Corporation
+1.9%
+$7,392.62 
FITB Fifth Third Bancorp
+1.61%
+$3,876.66 
AEP American Electric Power Company, Inc.
+1.54%
+$5,222.4 
UPS United Parcel Service, Inc.
+1.53%
+$4,265.23 
MSI Motorola Solutions, Inc.
+1.5%
+$4,692.23 
BAC Bank of America Corporation
+1.44%
+$3,234.79 
LIN Linde plc
+1.42%
+$5,549.75 
AXP American Express Company
+1.4%
+$5,143.6 
ETR Entergy Corporation
+1.33%
+$3,514.86 
MDLZ Mondelez International, Inc.
+1.32%
+$3,046.1 
GEV GE Vernova Inc.
+1.32%
+$3,012.16 
PEP PepsiCo, Inc.
+1.29%
+$5,336.9 
AUB Atlantic Union Bankshares Corporation
+1.18%
+$2,683.35 
JNJ Johnson & Johnson
+1.17%
+$22,330.24 
LLY Eli Lilly and Company
+1.17%
+$13,411.13 
PG Procter & Gamble Co
+1.13%
+$12,080.86 
DUK Duke Energy Corporation
+1.13%
+$8,861.42 
MO Altria Group, Inc.
+1.12%
+$11,454.3 
D Dominion Energy, Inc.
+1.11%
+$11,019.4 
WMB The Williams Companies, Inc.
+1.11%
+$3,918.53 
KO The Coca-Cola Company
+1.11%
+$21,607.68 
TPL Texas Pacific Land Corporation
+1.08%
+$6,140.1 
HD The Home Depot, Inc.
+1.08%
+$9,287.37 
NEE NextEra Energy, Inc.
+1.05%
+$5,648.98 
SO The Southern Company
+1.04%
+$4,318.92 
DFIC Dimensional International Core Equity Market ETF
+1.04%
+$2,971.41 
ED Consolidated Edison, Inc.
+1.03%
+$4,365.21 
LOW Lowe's Companies Inc.
+1.01%
+$3,382.49 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.99%
+$5,659.03 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$13,460.02 
CVX Chevron Corporation
+0.95%
+$10,941.42 
FUTY Fidelity MSCI Utilities Index ETF
+0.94%
+$3,985.97 
DHI D.R. Horton, Inc.
+0.93%
+$7,100.6 
DFAI Dimensional International Core Equity Market ETF
+0.92%
+$1,174.65 
PAVE Global X U.S. Infrastructure Development ETF
+0.89%
+$5,740.11 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.89%
+$9,341.5 
ITW Illinois Tool Works Inc.
+0.87%
+$3,724.75 
DVY iShares Select Dividend ETF
+0.86%
+$10,875.92 
ISRG Intuitive Surgical, Inc.
+0.86%
+$4,616.11 
FDX FedEx Corporation
+0.85%
+$3,075.44 
MS Morgan Stanley
+0.84%
+$3,858.66 
AAPL Apple Inc.
+0.84%
+$96,422.04 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$1,783.63 
EFA iShares MSCI EAFE ETF
+0.78%
+$1,834.65 
MMM 3M Company
+0.78%
+$2,147.85 
FVD First Trust Value Line Dividend Index Fund
+0.77%
+$93,971.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.76%
+$13,787.42 
RFDI First Trust Dynamic Europe Equity Income Fund
+0.75%
+$11,271.38 
SYK Stryker Corporation
+0.73%
+$2,188.69 
VZ Verizon Communications Inc.
+0.73%
+$2,557.43 
MRK Merck & Co., Inc.
+0.73%
+$6,639.84 
JCI Johnson Controls International plc
+0.72%
+$1,843.52 
WAB Wabtec Corporation
+0.72%
+$506.3 
FAST Fastenal Co.
+0.7%
+$2,013.91 
EMR Emerson Electric Co.
+0.7%
+$2,827.29 
SOFI SoFi Technologies, Inc.
+0.7%
+$2,317.77 
FICS FT International Developed Capital Strength Fund
+0.68%
+$1,790.04 
V Visa Inc. Class A
+0.68%
+$10,119.6 
VYM Vanguard High Dividend Yield ETF
+0.66%
+$12,476.43 
FTCS First Trust Capital Strength ETF
+0.65%
+$37,392 
DTE DTE Energy Company
+0.65%
+$2,393.72 
ICE Intercontinental Exchange, Inc.
+0.62%
+$1,363.23 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.61%
+$2,228.94 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.6%
+$6,919.68 
XOM Exxon Mobil Corporation
+0.59%
+$11,633.55 
COST Costco Wholesale Corporation
+0.58%
+$6,327.52 
VOE Vanguard Mid-Cap Value ETF
+0.58%
+$1,432.76 
VTV Vanguard Value ETF
+0.58%
+$36,877.23 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
+0.58%
+$1,270 
AMLP Alerian MLP ETF
+0.56%
+$3,981.99 
T AT&T Inc.
+0.55%
+$1,456 
TSLA Tesla, Inc.
+0.55%
+$7,313.25 
NVDA NVIDIA Corporation
+0.53%
+$40,978.16 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.51%
+$1,074.83 
AFL Aflac Inc.
+0.5%
+$2,197.78 
NVS Novartis AG Sponsored ADR
+0.49%
+$1,121.61 
SLVO UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note
+0.48%
+$4,228.5 
CAT Caterpillar Inc.
+0.47%
+$6,939.98 
HIG The Hartford Insurance Group, Inc.
+0.44%
+$933.97 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$5,694.32 
WPC W. P. Carey Inc.
+0.43%
+$1,322.75 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.42%
+$5,345.55 
SPGP Invesco S&P 500 GARP ETF
+0.41%
+$1,608.42 
WMT Walmart Inc.
+0.38%
+$4,003.2 
ADP Automatic Data Processing Inc.
+0.36%
+$2,181.94 
GLDI UBS AG
+0.33%
+$3,797.13 
ABBV AbbVie Inc.
+0.33%
+$7,916.5 
AMGN Amgen Inc.
+0.3%
+$1,007.16 
RDVY First Trust Rising Dividend Achievers ETF
+0.3%
+$14,459.04 
GLD SPDR Gold Shares
+0.27%
+$687.02 
RSP Invesco S&P 500 Equal Weight ETF
+0.26%
+$1,561.77 
MPC Marathon Petroleum Corporation
+0.24%
+$1,299.19 
MA Mastercard Incorporated
+0.22%
+$1,029.52 
VO Vanguard Mid-Cap ETF
+0.2%
+$2,206.72 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$1,216.54 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.18%
+$479.88 
SVOL Simplify Volatility Premium ETF
+0.18%
+$1,578.78 
ABT Abbott Laboratories
+0.17%
+$429.12 
DCOR Dimensional US Core Equity 1 ETF
+0.17%
+$671.16 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.14%
+$1,119.95 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,336.2 
LMBS First Trust Low Duration Opportunities ETF
+0.12%
+$4,353.37 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$230.3 
MDY SPDR S&P MidCap 400 ETF Trust
+0.1%
+$125.55 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.1%
+$456.19 
CLOZ Panagram BBB-B CLO ETF
+0.1%
+$586.05 
DFAS Dimensional U.S. Small Cap ETF
+0.09%
+$332.57 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$426.4 
BSV Vanguard Short-Term Bond ETF
+0.09%
+$260.32 
PAA Plains All American Pipeline, L.P.
+0.08%
+$311.82 
DFAU Dimensional US Core Equity Market ETF
+0.07%
+$370.08 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.07%
+$761.04 
BUFR FT Vestladder Buffer ETF-USD I
+0.07%
+$936.4 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$439.85 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$585.23 
VOO Vanguard S&P 500 ETF
+0.05%
+$1,356.22 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.05%
+$161.05 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$137.93 
SPY SPDR S&P 500 ETF Trust
+0.05%
+$1,905.97 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$278.4 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$1,149.12 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$505.38 
EES WisdomTree U.S. SmallCap Fund
+0.03%
+$409.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$451.71 
GHYB Goldman Sachs Access High Yield Corporate Bond ETF
+0.02%
+$45.21 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.02%
+$44.92 
SGVT Schwab Government Money Market ETF
+0.02%
+$132.38 
DFUS Dimensional U.S. Equity Market ETF
+0.02%
+$67.83 
AKRE Akre Focus ETF
+0.02%
+$50.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.01%
+$34.17 
ELV Elevance Health, Inc.
+0.01%
+$30.7 
RIGS RiverFront Strategic Income Fund
0%
$0 
SPRX Spear Alpha ETF
-2.92%
-$16,405.2 
PLTR Palantir Technologies Inc.
-2.02%
-$13,599.9 
META Meta Platforms Inc Class A
-1.79%
-$9,688.78 
AVGO Broadcom Inc.
-1.62%
-$22,410.27 
MTUM iShares MSCI USA Momentum Factor ETF
-0.99%
-$104,941.8 
GILD Gilead Sciences Inc.
-0.89%
-$4,239.2 
PWB Invesco Large Cap Growth ETF
-0.86%
-$9,146.84 
FTEC Fidelity MSCI Information Technology Index ETF
-0.84%
-$24,951.78 
CSCO Cisco Systems, Inc.
-0.78%
-$8,544.1 
SPMO Invesco S&P 500 Momentum ETF
-0.73%
-$10,693.1 
QQQ Invesco QQQ Trust, Series 1
-0.68%
-$5,286.6 
GOOGL Alphabet Inc
-0.68%
-$13,959.3 
PDP Invesco Dorsey Wright Momentum ETF
-0.58%
-$1,824.49 
GOOG Alphabet Inc
-0.55%
-$3,415.08 
APH Amphenol Corporation
-0.54%
-$2,953.28 
DE Deere & Company
-0.53%
-$1,416.58 
BUFQ FT Nasdaq Buffer ETF July.
-0.47%
-$6,617.51 
MSFT Microsoft Corp.
-0.46%
-$32,760 
IWF iShares Russell 1000 Growth ETF
-0.44%
-$1,155 
VOT Vanguard Mid-Cap Growth ETF
-0.44%
-$1,297.85 
QDVO Amplify CWP Growth & Income ETF
-0.35%
-$2,652.2 
VUG Vanguard Growth ETF
-0.35%
-$40,801.32 
IBM International Business Machines Corporation
-0.32%
-$4,951.34 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.27%
-$3,849.49 
COR Cencora, Inc.
-0.22%
-$484.5 
FHLC Fidelity MSCI Health Care Index ETF
-0.21%
-$1,331.58 
ECL Ecolab Inc.
-0.2%
-$486.71 
MCD McDonald's Corporation
-0.19%
-$1,064.55 
VB Vanguard Small-Cap ETF
-0.16%
-$2,407.18 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
-0.15%
-$647.35 
BNDX Vanguard Total International Bond ETF
-0.1%
-$213.75 
NLR VanEck Uranium and Nuclear ETF
-0.07%
-$139.93 
BSJT Invesco BulletShares 2029 High Yield Fund
-0.05%
-$33.86 
AMZN Amazon.com Inc
-0.03%
-$912.77 
BLV Vanguard Long-Term Bond ETF
-0.03%
-$77.38 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$25.9 Events
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Dividends
Dividend Analysis
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| Trades 765 | Longs Won 523/765 68% | Profit Factor 7.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,888.16 |
| Average Win $77,678.7 | Best Trade (Oct 15) $3.03M | Sharpe Ratio -10.91 |
| Average Loss -$23,352.91 | Worst Trade (Jun 30) -$598,083.99 | Z-Score 9.92 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $45,718.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,714 | $8.49M | $11.63M | - | $3.13M | 36.89% | +0.836% |
| ABBV AbbVie Inc. | 8,421 | $1.65M | $2.39M | - | $748,258.22 | 45.45% | +0.332% |
| ABT Abbott Laboratories | 2,384 | $286,064.51 | $249,986.24 | - | -$36,078.27 | -12.61% | +0.172% |
| ADP Automatic Data Processing Inc. | 2,098 | $615,122 | $601,475.62 | - | -$13,646.38 | -2.22% | +0.364% |
| AEP American Electric Power Company, Inc. | 2,720 | $287,669.71 | $343,291.2 | - | $55,621.49 | 19.34% | +1.545% |
| AFL Aflac Inc. | 3,746 | $390,076.02 | $444,413.08 | - | $54,337.06 | 13.93% | +0.497% |
| AKRE Akre Focus ETF | 5,095 | $333,773.65 | $293,777.7 | - | -$39,995.95 | -11.98% | +0.017% |
| AMGN Amgen Inc. | 763 | $199,801.81 | $332,172.05 | - | $132,370.24 | 66.25% | +0.304% |
| AMLP Alerian MLP ETF | 13,731 | $664,213.88 | $716,758.2 | - | $52,544.32 | 7.91% | +0.559% |
| AMZN Amazon.com Inc | 11,411 | $2.5M | $2.91M | - | $402,148.2 | 16.06% | -0.031% |
| APH Amphenol Corporation | 6,712 | $212,018.66 | $544,007.6 | - | $331,988.94 | 156.58% | -0.54% |
| AUB Atlantic Union Bankshares Corporation | 5,963 | $210,432.85 | $231,066.25 | - | $20,633.4 | 9.81% | +1.175% |
| AVGO Broadcom Inc. | 4,009 | $1.38M | $1.36M | - | -$18,387.29 | -1.34% | -1.623% |
| AXP American Express Company | 1,173 | $360,648.9 | $373,313.11 | - | $12,664.21 | 3.51% | +1.397% |
| BAC Bank of America Corporation | 4,342 | $206,543.72 | $227,716.19 | - | $21,172.47 | 10.25% | +1.441% |
| BINC iShares Flexible Income Active ETF | 20,557 | $1.08M | $1.04M | - | -$35,701.19 | -3.31% | +0.128% |
| BLK BlackRock, Inc. | 221 | $250,557.84 | $253,173.18 | - | $2,615.34 | 1.04% | +2.213% |
| BLV Vanguard Long-Term Bond ETF | 3,869 | $266,137 | $248,235.04 | - | -$17,901.96 | -6.73% | -0.031% |
| BNDX Vanguard Total International Bond ETF | 4,750 | $232,999.26 | $224,033.75 | - | -$8,965.51 | -3.85% | -0.095% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 5,367 | $485,398.13 | $472,215.49 | - | -$13,182.64 | -2.72% | +0.097% |
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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 - $798,416.56, NVIDIA Corporation - $597,321.56, First Trust Value Line Dividend Index Fund - $523,466.62, iShares MSCI USA Momentum Factor ETF - $450,096.37, and Alphabet Inc - $336,043.25. 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 $6.96M earned over time. The largest contributors to dividend income include UBS AG ETRACS Monthly Pay 2xLeveraged Silver Shares Covered Call Exchange Traded Note - $685,736.41, First Trust Value Line Dividend Index Fund - $449,831.95, UBS AG - $313,325.78, First Trust Enhanced Short Maturity Fund - $235,361.95, and Simplify Volatility Premium ETF - $211,380. 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.
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