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:
43.63%
Gain +0.02%
Monthly
0.67%
Yearly
8.38%
Drawdown
15.57%
$399.78M
Equity
Holdings
$399.78M
Investment
$326.85M
$96.48M
Profit -$941,600.32
Realized
$23.55M
Unrealized
$72.93M
Dividends
$97.22M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
-$941,600.32
Win %
70%
This Week
Compared To Last Week
Gain
1.14%
Profit
$4.52M
Win %
70%
This Month
Compared to last month
Gain
4.88%
Profit
$18.59M
Win %
70%
This Year
Compared to last year
Gain
0.98%
Profit
$3.88M
Win %
68%
CNQ Canadian Natural Resources Limited
+3.62%
+$658,000 
BTI British American Tobacco p.l.c. ADR
+3.09%
+$487,698.03 
INVX Innovex International Inc.
+2.99%
+$496,134.44 
EPD Enterprise Products Partners L.P.
+2.57%
+$480,321.02 
PM Philip Morris International Inc.
+2.26%
+$518,412.3 
BSM Black Stone Minerals, L.P.
+1.36%
+$369,636.8 
HII Huntington Ingalls Industries Inc.
+1.22%
+$374,756.7 
PHG Koninklijke Philips N.V.
+1.02%
+$223,438.54 
DEO Diageo plc Sponsored ADR
+0.96%
+$3,672.9 
BRK-B Berkshire Hathaway Inc.
+0.74%
+$3,240.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.57%
+$1,373.97 
MCK McKesson Corporation
+0.55%
+$58,410.97 
SHV iShares Short Treasury Bond ETF
+0.03%
+$1,430.59 
LBRDK Liberty Broadband Corporation
0%
$0 
WSE Wise Plc
-9.26%
-$1.09M 
SPRY Ars Pharmaceuticals Inc
-3.56%
-$54,156.19 
SOLV Solventum Corporation
-2.91%
-$269,867.52 
MOH Molina Healthcare Inc.
-2.67%
-$1.31M 
AMZN Amazon.com Inc
-2.26%
-$5,759.99 
UBER Uber Technologies, Inc.
-2.14%
-$740,852.62 
BAX Baxter International Inc.
-2%
-$463,934.15 
NU Nu Holdings Ltd.
-1.66%
-$307,724.41 
NVDA NVIDIA Corporation
-1.51%
-$3,290 
TFIN Triumph Financial, Inc.
-1.29%
-$283,080.8 
GLDM SPDR Gold MiniShares Trust
-0.38%
-$77,425.74 
GDX VanEck Gold Miners ETF
-0.2%
-$594.99 
CACI Caci International Inc.
-0.15%
-$6,887.51 Events
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Dividends
Dividend Analysis
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| Trades 713 | Longs Won 434/713 60% | Profit Factor 2.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $896,565.94 |
| Average Win $379,126.76 | Best Trade (Oct 15) $6.91M | Sharpe Ratio -8.8 |
| Average Loss -$243,950.5 | Worst Trade (May 22) -$7.1M | Z-Score 1.09 (72.41%) |
| Commissions $0 | Avg. Trade Length 1y 11m 5d | Expectancy $135,313.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,639 | 1,475 | 1,311 | 1,148 | 984 | 820 | 656 | 492 | 328 | 164 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMZN Amazon.com Inc | 1,000 | $208,270 | $249,000 | - | $40,730 | 19.56% | -2.261% |
| BAX Baxter International Inc. | 900,843 | $15.69M | $22.74M | - | $7.06M | 44.99% | -1.999% |
| BRK-B Berkshire Hathaway Inc. | 832 | $443,106.56 | $440,606.4 | - | -$2,500.16 | -0.56% | +0.741% |
| BSM Black Stone Minerals, L.P. | 1.85M | $25.72M | $27.63M | - | $1.91M | 7.41% | +1.356% |
| BTI British American Tobacco p.l.c. ADR | 272,457 | $8.36M | $16.29M | - | $7.93M | 94.97% | +3.086% |
| CACI Caci International Inc. | 7,406 | $3.53M | $4.52M | - | $990,404.38 | 28.05% | -0.152% |
| CNQ Canadian Natural Resources Limited | 350,000 | $12.35M | $18.84M | - | $6.49M | 52.52% | +3.619% |
| DEO Diageo plc Sponsored ADR | 4,081 | $328,030.78 | $387,123.66 | - | $59,092.88 | 18.01% | +0.958% |
| EPD Enterprise Products Partners L.P. | 524,941 | $12.44M | $19.15M | - | $6.71M | 53.97% | +2.572% |
| GDX VanEck Gold Miners ETF | 3,500 | $267,400 | $303,975 | - | $36,575 | 13.68% | -0.195% |
| GLDM SPDR Gold MiniShares Trust | 245,796 | $19.52M | $20.22M | - | $701,747.58 | 3.59% | -0.381% |
| HII Huntington Ingalls Industries Inc. | 114,780 | $22.96M | $31.05M | - | $8.09M | 35.23% | +1.222% |
| INVX Innovex International Inc. | 605,042 | $10.27M | $17.07M | - | $6.8M | 66.17% | +2.994% |
| LBRDK Liberty Broadband Corporation | 476,314 | $27.28M | $17.16M | - | -$10.13M | -37.12% | 0.0 |
| MCK McKesson Corporation | 10,698 | $2.36M | $10.74M | - | $8.38M | 354.36% | +0.547% |
| MOH Molina Healthcare Inc. | 230,258 | $41.49M | $47.62M | - | $6.14M | 14.79% | -2.671% |
| NU Nu Holdings Ltd. | 1.26M | $19.7M | $18.19M | - | -$1.51M | -7.66% | -1.663% |
| NVDA NVIDIA Corporation | 1,000 | $121,440 | $213,940 | - | $92,500 | 76.17% | -1.515% |
| PHG Koninklijke Philips N.V. | 859,379 | $21.75M | $22.13M | - | $380,189.45 | 1.75% | +1.02% |
| PM Philip Morris International Inc. | 114,566 | $10.71M | $23.42M | - | $12.71M | 118.61% | +2.264% |
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FAQ
Which stocks have generated the highest profits for Cyrus Pearo?
The largest contributions to the portfolio's profits come from the following stocks: QVC Group, Inc. - Series A - $42.46M, McKesson Corporation - $21.78M, British American Tobacco p.l.c. ADR - $13.68M, Black Stone Minerals, L.P - $9.65M, and Enterprise Products Partners L.P - $6.1M. 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: International Money Express Inc - $8.21M, Dxc Technology Co - $4.89M, Viatris Inc - $3.55M, Charter Communications Inc - $2.76M, and Comcast Corp - $1.86M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Cyrus Pearo's portfolio generate?
The portfolio generates substantial dividend income, with a total of $97.22M earned over time. The largest contributors to dividend income include QVC Group, Inc. - Series A - $55.57M, Black Stone Minerals, L.P - $8.96M, British American Tobacco p.l.c. ADR - $6.92M, Enterprise Products Partners L.P - $5.3M, and Philip Morris International Inc - $2.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Cyrus Pearo's monthly returns?
Cyrus Pearo's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Cyrus Pearo's strategy be considered aggressive or moderate?
Cyrus Pearo's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Cyrus Pearo's strategy?
Cyrus Pearo's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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