CP
Cyrus Pearo Portfolio
Invests via INVESTMENT MANAGEMENT ASSOCIATES Inc. /ADV | Managed by Cyrus Pearo
Invests via INVESTMENT MANAGEMENT ASSOCIATES Inc. /ADV
Managed by Cyrus Pearo
Automatically Tracked
Cyrus Pearo Profile
Cyrus Pearo is a distinguished operating executive with extensive experience in technology-driven businesses. With a proven track record of leadership, he has successfully scaled operations across various sectors by leveraging innovative solutions to enhance efficiency and drive growth. His deep understanding of the intersection between technology and business strategy positions him as an influential figure in corporate leadership circles. Throughout his career, he has played pivotal roles in transforming companies through digital transformations, strategic partnerships, and market expansion initiatives. Pearo's influence extends beyond conventional business frameworks, making him a notable asset within the investment community.
Cyrus Pearo is a distinguished operating executive with extensive experience in technology-driven businesses. With a proven track record of leadership, he has successfully scaled operations across various sectors by leveraging innovative solutions to enhance efficiency and drive growth. His deep understanding of the intersection between technology and business strategy positions him as an influential figure in corporate leadership circles. Throughout his career, he has played pivotal roles in transforming companies through digital transformations, strategic partnerships, and market expansion initiatives. Pearo's influence extends beyond conventional business frameworks, making him a notable asset within the investment community.
Investment Philosophy & Strategy
Through a keen understanding of market dynamics, Cyrus Pearo identifies opportunities where technology intersects with operational efficiency. His strategic focus centers on leveraging innovation to drive scalability and enhance competitive positioning within diverse sectors. A results-oriented mindset informs his capital allocation decisions, ensuring that investments align with long-term growth trajectories while fostering synergies through partnerships and acquisitions. The blend of deep operational insight and entrepreneurial spirit enables him to navigate complex business landscapes effectively. With an eye towards transformative initiatives, he seeks out ventures poised for substantial disruption and value creation.
Through a keen understanding of market dynamics, Cyrus Pearo identifies opportunities where technology intersects with operational efficiency. His strategic focus centers on leveraging innovation to drive scalability and enhance competitive positioning within diverse sectors. A results-oriented mindset informs his capital allocation decisions, ensuring that investments align with long-term growth trajectories while fostering synergies through partnerships and acquisitions. The blend of deep operational insight and entrepreneurial spirit enables him to navigate complex business landscapes effectively. With an eye towards transformative initiatives, he seeks out ventures poised for substantial disruption and value creation.
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:
-6.59%
Gain
Monthly
0.12%
Yearly
1.39%
Drawdown
48.59%
$318.14M
Equity
Holdings
$318.14M
Investment
$222.01M
$105.95M
Profit +$54,178.99
Realized
$9.83M
Unrealized
$96.12M
Dividends
$91.77M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0%
Profit
$54,178.99
Win %
55%
This Week
Compared To Last Week
Gain
0.98%
Profit
$3.09M
Win %
55%
This Month
Compared to last month
Gain
2.17%
Profit
$6.77M
Win %
55%
This Year
Compared to last year
Gain
0.28%
Profit
$894,592.96
Win %
55%
ARCC Ares Capital Corporation
+2.36%
+$5,328.75 
ABEV Ambev S.A.
+1.48%
+$38,185.11 
MCK McKesson Corporation
+1.37%
+$819,826 
USB U.S. Bancorp
+1.11%
+$19,213.74 
IMXI International Money Express Inc.
+0.97%
+$75,431.85 
CAH Cardinal Health Inc.
+0.63%
+$34,038.52 
UBER Uber Technologies, Inc.
+0.6%
+$194,594.49 
WBA Walgreens Boots Alliance Inc.
+0.5%
+$700.02 
WFC Wells Fargo & Company
+0.38%
+$7,084.61 
LMT Lockheed Martin Corporation
+0.31%
+$5,340.81 
DXC Dxc Technology Co.
+0.27%
+$15,326.9 
JFR Nuveen Floating Rate Income Fund
+0.19%
+$2,451.99 
HII Huntington Ingalls Industries Inc.
+0.17%
+$26,530.56 
VZ Verizon Communications Inc.
+0.14%
+$509.61 
PFE Pfizer Inc.
+0.08%
+$493.78 
SUB iShares Short-Term National Muni Bond ETF
+0.07%
+$1,056.58 
MUB iShares National Muni Bond ETF
+0.03%
+$1,840.62 
BBLNF Babylon Holdings Ltd.
0%
$0 
DHIL Diamond Hill Investment Group, Inc.
0%
$0 
MMP Magellan Midstream Partners LP
0%
$0 
QVCGA QVC Group, Inc. - Series A
-23.91%
-$1,146.16 
NFLX Netflix, Inc.
-2.98%
-$22,500 
CHTR Charter Communications Inc
-2.33%
-$56,766.49 
UNH UnitedHealth Group Incorporated
-1.63%
-$2,634.37 
BTI British American Tobacco p.l.c. ADR
-1.6%
-$300,919.12 
ABBV AbbVie Inc.
-1.41%
-$15,356.25 
QCOM QUALCOMM Incorporated
-1.18%
-$113,616.98 
CWH Camping World Holdings Inc.
-1.08%
-$4,906.86 
VTRS Viatris Inc.
-1.01%
-$117,143.4 
DBX Dropbox Inc.
-0.95%
-$97,213.48 
GOOG Alphabet Inc
-0.84%
-$277,736 
BSM Black Stone Minerals, L.P.
-0.61%
-$60,541.59 
BRK-B Berkshire Hathaway Inc.
-0.53%
-$25,461.03 
PM Philip Morris International Inc.
-0.28%
-$2,027.25 
SSNC SS&C Technologies Holdings Inc.
-0.24%
-$25,112.8 
GD General Dynamics Corporation
-0.19%
-$22,619.7 
EPD Enterprise Products Partners L.P.
-0.17%
-$28,313.28 
JNK SPDR Bloomberg High Yield Bond ETF
-0.13%
-$321.5 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.12%
-$314.9 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$11,266.84 
MO Altria Group, Inc.
-0.03%
-$5,057.24 Events
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Dividends
Dividend Analysis
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| Trades 283 | Longs Won 175/283 61% | Profit Factor 3.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.6M |
| Average Win $836,485.25 | Best Trade (Jul 10) $30.41M | Sharpe Ratio -10.38 |
| Average Loss -$374,428.65 | Worst Trade (Jul 10) -$8.29M | Z-Score -1.9 (96.64%) |
| Commissions $0 | Avg. Trade Length 3y 1w 5d | Expectancy $374,369.69 |
| 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% | 0.04% | 2.5% |
| Consecutive Losing Trades | 850 | 765 | 680 | 595 | 510 | 425 | 340 | 255 | 170 | 85 |
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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