Gassan Kassira Portfolio
Invests via Kassira Wealth Management LLC | Managed by Gassan Kassira, Rast Gozeh
Invests via Kassira Wealth Management LLC
Managed by Gassan Kassira, Rast Gozeh
Automatically Tracked
Seasoned growth investor and operator focused on technology, fintech and consumer sectors with experience across early-stage venture and growth equity. Gassan Kassira brings operating experience scaling startups, leading commercial strategy and advising boards on capital raises and M&A. Known for sourcing cross-border opportunities and structuring follow-on financings, the profile is relevant to allocators seeking co-investment partners, deal flow and operational support for portfolio companies.
Seasoned growth investor and operator focused on technology, fintech and consumer sectors with experience across early-stage venture and growth equity. Gassan Kassira brings operating experience scaling startups, leading commercial strategy and advising boards on capital raises and M&A. Known for sourcing cross-border opportunities and structuring follow-on financings, the profile is relevant to allocators seeking co-investment partners, deal flow and operational support for portfolio companies.
Investment Philosophy & Strategy
Growth-oriented investor focused on technology, fintech and consumer businesses, blending early-stage venture and growth-equity allocations. Prioritizes founders with scalable commercial models and clear unit economics, using hands-on operating experience to drive go-to-market execution, follow-on financings and board-level value creation. Capital deployment favors pro-rata and structured follow-ons to protect ownership; sector conviction guides concentrated, high-conviction positions with a multi-year horizon and disciplined downside protection through active governance and staged capital commitments.
Growth-oriented investor focused on technology, fintech and consumer businesses, blending early-stage venture and growth-equity allocations. Prioritizes founders with scalable commercial models and clear unit economics, using hands-on operating experience to drive go-to-market execution, follow-on financings and board-level value creation. Capital deployment favors pro-rata and structured follow-ons to protect ownership; sector conviction guides concentrated, high-conviction positions with a multi-year horizon and disciplined downside protection through active governance and staged capital commitments.
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:
11.55%
Gain 0%
Monthly
0.88%
Yearly
11.07%
Drawdown
8.18%
$124.45M
Equity
Holdings
$124.45M
Investment
$115.72M
$11.96M
Profit +$6,569.36
Realized
$3.22M
Unrealized
$8.73M
Dividends
$2.13M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.001%
Profit
$6,569.36
Win %
56%
This Week
Compared To Last Week
Gain
-1.76%
Profit
-$2.22M
Win %
56%
This Month
Compared to last month
Gain
-0.08%
Profit
-$96,397.02
Win %
56%
This Year
Compared to last year
Gain
-0.91%
Profit
-$944,875.74
Win %
61%
ABR Arbor Realty Trust Inc.
+9%
+$42,331.72 
APP AppLovin Corporation Class A Common Stock
+5.37%
+$5,628 
UNH UnitedHealth Group Incorporated
+4.06%
+$82,673.55 
HONA Honeywell Aerospace Inc.
+3.67%
+$18,697.92 
AMGN Amgen Inc.
+3.3%
+$16,445.44 
BMY Bristol-Myers Squibb Company
+3.15%
+$15,704.26 
BEAM Beam Therapeutics Inc.
+2.41%
+$3,420 
CRSP Crispr Therapeutics AG
+2.19%
+$17,422.9 
XBI SPDR S&P Biotech ETF
+2.17%
+$49,662.06 
WMT Walmart Inc.
+2.06%
+$27,365.5 
NAGE Niagen Bioscience Inc.
+1.98%
+$500 
PFE Pfizer Inc.
+1.73%
+$55,307.1 
ABBV AbbVie Inc.
+1.58%
+$34,504.88 
VNQ Vanguard Real Estate ETF
+1.31%
+$17,078.22 
EGAN eGain Corporation
+1.2%
+$9,485.58 
MSFT Microsoft Corp.
+1.12%
+$25,794.88 
BA Boeing Company
+1.1%
+$19,471.76 
GLD SPDR Gold Shares
+1.09%
+$63,594.81 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.94%
+$20,045.45 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$15,103.05 
KR Kroger Co.
+0.75%
+$1,976.95 
IWM iShares Russell 2000 ETF
+0.71%
+$4,167.99 
VTV Vanguard Value ETF
+0.68%
+$1,905 
EFV iShares MSCI EAFE Value ETF
+0.68%
+$9,585.58 
GD General Dynamics Corporation
+0.55%
+$5,468.54 
URA Global X Uranium ETF
+0.51%
+$923.76 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$10,887 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$20,297.74 
IJH iShares Core S&P Mid-Cap ETF
+0.43%
+$951.7 
AAPL Apple Inc.
+0.42%
+$1,006.3 
IHAK iShares Cybersecurity and Tech ETF
+0.2%
+$3,691.52 
VOT Vanguard Mid-Cap Growth ETF
+0.18%
+$4,175.62 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$1,999.1 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.13%
+$3,085.09 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$4,740.45 
D Dominion Energy, Inc.
+0.11%
+$2,818.69 
DUK Duke Energy Corporation
+0.05%
+$353.73 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,619.65 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$1,176.2 
XLU Utilities Select Sector SPDR Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
PRIM Primoris Services Corporation
-7.24%
-$13,390.5 
CLS Celestica Inc.
-5.35%
-$17,586.97 
SMCI Super Micro Computer Inc
-5%
-$90,518.51 
NET Cloudflare Inc.
-4.84%
-$93,961.45 
CECO CECO Environmental Corp.
-4.58%
-$29,237.78 
AMAT Applied Materials, Inc.
-4.14%
-$12,957 
ESE Esco Technologies Inc.
-3.46%
-$9,553.32 
FAST Fastenal Co.
-3.15%
-$16,862.48 
CIEN Ciena Corporation
-2.7%
-$25,826.07 
ETN Eaton Corporation plc
-2.2%
-$11,812.12 
CEG Constellation Energy Corporation
-1.9%
-$38,214.14 
AGX Argan Inc.
-1.89%
-$6,193.78 
POWL Powell Industries Inc.
-1.86%
-$5,255.08 
NVDA NVIDIA Corporation
-1.85%
-$164,254.2 
WLDN Willdan Group, Inc.
-1.04%
-$3,316.5 
TEL TE Connectivity plc
-0.89%
-$2,460.92 
MGK Vanguard Mega Cap Growth ETF
-0.55%
-$8,287.5 
VUG Vanguard Growth ETF
-0.5%
-$45,220.5 
CMI Cummins Inc.
-0.32%
-$751.46 
AMZN Amazon.com Inc
-0.15%
-$7,153.38 
GOOGL Alphabet Inc
-0.06%
-$6,824.4 
IVV iShares Core S&P 500 ETF
0%
-$38.22 Events
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Dividends
Dividend Analysis
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No Data
| Trades 207 | Longs Won 123/207 59% | Profit Factor 3.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $297,640.27 |
| Average Win $136,643.87 | Best Trade (Oct 14) $3.46M | Sharpe Ratio -14.59 |
| Average Loss -$57,742.16 | Worst Trade (Oct 14) -$1.23M | Z-Score -0.05 (3.76%) |
| Commissions $0 | Avg. Trade Length 7m 2d | Expectancy $57,762.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,155 | 1,940 | 1,724 | 1,509 | 1,293 | 1,078 | 862 | 647 | 431 | 216 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 694 | $200,816 | $239,020.54 | - | $38,204.54 | 19.02% | +0.423% |
| ABBV AbbVie Inc. | 7,702 | $1.78M | $2.22M | - | $439,504.11 | 24.71% | +1.58% |
| ABR Arbor Realty Trust Inc. | 180,135 | $1.97M | $512,484.07 | - | -$1.45M | -73.94% | +9.004% |
| AGX Argan Inc. | 897 | $488,550.7 | $321,937.78 | - | -$166,612.92 | -34.1% | -1.888% |
| AMAT Applied Materials, Inc. | 700 | $239,253 | $299,684 | - | $60,431 | 25.26% | -4.144% |
| AMGN Amgen Inc. | 1,168 | $331,081.31 | $514,141.92 | - | $183,060.61 | 55.29% | +3.304% |
| AMZN Amazon.com Inc | 18,342 | $4.03M | $4.65M | - | $625,828.79 | 15.54% | -0.153% |
| APP AppLovin Corporation Class A Common Stock | 400 | $206,092 | $110,504 | - | -$95,588 | -46.38% | +5.366% |
| BA Boeing Company | 9,592 | $1.93M | $1.79M | - | -$141,790.12 | -7.34% | +1.099% |
| BEAM Beam Therapeutics Inc. | 6,000 | $205,920 | $145,320 | - | -$60,600 | -29.43% | +2.41% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 76,040 | $6.98M | $6.96M | - | -$14,944.06 | -0.21% | +0.023% |
| BMY Bristol-Myers Squibb Company | 8,398 | $378,780.71 | $513,537.7 | - | $134,756.99 | 35.58% | +3.155% |
| BRK-B Berkshire Hathaway Inc. | 8,883 | $4.4M | $4.7M | - | $300,203.67 | 6.83% | +0.434% |
| CECO CECO Environmental Corp. | 10,223 | $609,086.4 | $608,575.19 | - | -$511.21 | -0.08% | -4.584% |
| CEG Constellation Energy Corporation | 7,206 | $2.31M | $1.98M | - | -$329,768.84 | -14.3% | -1.897% |
| CIEN Ciena Corporation | 2,657 | $1.03M | $929,631.16 | - | -$101,895.72 | -9.88% | -2.703% |
| CLS Celestica Inc. | 1,016 | $370,637 | $310,906.16 | - | -$59,730.84 | -16.12% | -5.354% |
| CMI Cummins Inc. | 450 | $229,703 | $235,930.54 | - | $6,227.54 | 2.71% | -0.317% |
| CRSP Crispr Therapeutics AG | 15,839 | $1.02M | $812,857.48 | - | -$202,792.95 | -19.97% | +2.19% |
| D Dominion Energy, Inc. | 40,267 | $2.45M | $2.53M | - | $77,986.19 | 3.18% | +0.111% |
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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 Gassan Kassira?
The largest contributions to the portfolio's profits come from the following stocks: Powell Industries Inc - $900,233.4, Alphabet Inc - $548,959.34, Palo Alto Networks, Inc - $513,729.83, Advanced Micro Devices, Inc - $470,230.64, and Exxon Mobil Corporation - $358,655.25. 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: Power Solutions International, Inc - $233,186.46, iShares Cybersecurity and Tech ETF - $75,525.03, Uranium Royalty Corp - $73,453.54, HubSpot, Inc - $65,102.91, and Global X Uranium ETF - $41,957.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gassan Kassira's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.13M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $270,796.29, iShares 0-3 Month Treasury Bond ETF - $238,886.8, Pfizer Inc - $186,985.93, Vanguard Short-Term Treasury Fund - $162,035.1, and Arbor Realty Trust Inc - $139,330.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gassan Kassira's monthly returns?
Gassan Kassira's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gassan Kassira's strategy be considered aggressive or moderate?
Gassan Kassira'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 Gassan Kassira's strategy?
Gassan Kassira'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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