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:
1.25%
Gain
Monthly
0.13%
Yearly
1.25%
Drawdown
11.11%
$119.26M
Equity
Holdings
$119.26M
Investment
$109.94M
$10.62M
Profit -$468,476.92
Realized
$1.3M
Unrealized
$9.32M
Dividends
$1.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$468,476.92
Win %
64%
This Week
Compared To Last Week
Gain
-1.57%
Profit
-$1.9M
Win %
64%
This Month
Compared to last month
Gain
-0.61%
Profit
-$734,930.52
Win %
64%
This Year
Compared to last year
Gain
9.54%
Profit
$10.38M
Win %
63%
NET Cloudflare Inc.
+2.24%
+$40,998.03 
UNH UnitedHealth Group Incorporated
+2.1%
+$44,908.81 
PANW Palo Alto Networks, Inc.
+1.78%
+$17,910.9 
ETN Eaton Corporation plc
+1.55%
+$7,987.38 
XBI SPDR S&P Biotech ETF
+1.44%
+$34,766.25 
CECO CECO Environmental Corp.
+1.41%
+$11,687.59 
IRDM Iridium Communications Inc.
+1.18%
+$3,993.55 
ABBV AbbVie Inc.
+1.09%
+$21,533.88 
GLD SPDR Gold Shares
+0.98%
+$18,841.4 
BMY Bristol-Myers Squibb Company
+0.93%
+$4,702.88 
ABR Arbor Realty Trust Inc.
+0.68%
+$6,254.11 
CEG Constellation Energy Corporation
+0.45%
+$7,869.32 
GSAT Globalstar, Inc.
+0.41%
+$1,527.24 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$15,645 
BA Boeing Company
+0.36%
+$7,314.16 
CMI Cummins Inc.
+0.19%
+$553.5 
EGAN eGain Corporation
+0.07%
+$724.81 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.06%
+$1,339.45 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,600.67 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$2,709.05 
VTV Vanguard Value ETF
+0.01%
+$19.05 
PSIX Power Solutions International, Inc.
-4.31%
-$13,082.13 
AMAT Applied Materials, Inc.
-2.53%
-$9,919 
FAST Fastenal Co.
-2.52%
-$12,004.98 
NAGE Niagen Bioscience Inc.
-2.5%
-$850 
CIEN Ciena Corporation
-2.41%
-$27,798.34 
GOOGL Alphabet Inc
-2.18%
-$270,403.48 
WLDN Willdan Group, Inc.
-2.02%
-$6,639.13 
MSFT Microsoft Corp.
-1.86%
-$23,810.23 
MGK Vanguard Mega Cap Growth ETF
-1.16%
-$16,575 
AMGN Amgen Inc.
-1.06%
-$4,613.59 
VUG Vanguard Growth ETF
-1.05%
-$101,463.18 
NVDA NVIDIA Corporation
-1.02%
-$85,208.13 
CRSP Crispr Therapeutics AG
-0.97%
-$7,420.83 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.94%
-$21,877.83 
AGX Argan Inc.
-0.91%
-$4,468.03 
IJR iShares Core S&P Small-Cap ETF
-0.74%
-$15,348.29 
URA Global X Uranium ETF
-0.68%
-$1,349.91 
IVV iShares Core S&P 500 ETF
-0.61%
-$5,841.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$13,501.95 
IJH iShares Core S&P Mid-Cap ETF
-0.48%
-$1,120.55 
DUK Duke Energy Corporation
-0.48%
-$2,576.4 
AMZN Amazon.com Inc
-0.44%
-$22,384.24 
VOT Vanguard Mid-Cap Growth ETF
-0.43%
-$10,345.35 
IWM iShares Russell 2000 ETF
-0.39%
-$2,498.64 
D Dominion Energy, Inc.
-0.31%
-$8,842.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.29%
-$3,962.2 
WMT Walmart Inc.
-0.26%
-$3,373.65 
POWL Powell Industries Inc.
-0.25%
-$2,011.44 
SMCI Super Micro Computer Inc
-0.24%
-$2,822.76 
PRIM Primoris Services Corporation
-0.23%
-$484.42 
XLU Utilities Select Sector SPDR Fund
-0.23%
-$3,719.31 
VNQ Vanguard Real Estate ETF
-0.21%
-$2,867.55 
EFV iShares MSCI EAFE Value ETF
-0.2%
-$2,804.57 
ESE Esco Technologies Inc.
-0.19%
-$661.86 
PFE Pfizer Inc.
-0.16%
-$4,338.52 
IHAK iShares Cybersecurity and Tech ETF
-0.15%
-$2,465.63 
GD General Dynamics Corporation
-0.14%
-$1,552.87 
VGSH Vanguard Short-Term Treasury Fund
-0.01%
-$357.85 Events
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Dividends
Dividend Analysis
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| Trades 154 | Longs Won 91/154 59% | Profit Factor 3.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $349,134.99 |
| Average Win $161,152.11 | Best Trade (Jul 15) $4.21M | Sharpe Ratio -13.74 |
| Average Loss -$64,263.1 | Worst Trade (Jul 10) -$940,939.56 | Z-Score 1.35 (82.16%) |
| Commissions $0 | Avg. Trade Length 5m 4w | Expectancy $68,936.8 |
| 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 | 1,855 | 1,670 | 1,484 | 1,299 | 1,113 | 928 | 742 | 557 | 371 | 186 |
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