Hovig Melkonian Portfolio
Invests via LAZARI CAPITAL MANAGEMENT, INC. | Managed by Hovig Melkonian, Michael Lazari Karapetian
Invests via LAZARI CAPITAL MANAGEMENT, INC.
Managed by Hovig Melkonian, Michael Lazari Karapetian
Automatically Tracked
Hovig Melkonian Profile
Seasoned operator and investor focused on growth-stage technology and fintech companies, combining operational leadership with venture and private-market investing experience. Hovig Melkonian brings experience across product strategy, capital formation and board advisory roles for startups and scale-ups, with a market-oriented approach to sourcing, diligence and portfolio support aimed at driving exits and follow-on rounds.
Seasoned operator and investor focused on growth-stage technology and fintech companies, combining operational leadership with venture and private-market investing experience. Hovig Melkonian brings experience across product strategy, capital formation and board advisory roles for startups and scale-ups, with a market-oriented approach to sourcing, diligence and portfolio support aimed at driving exits and follow-on rounds.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech companies, deploying capital with operator-led discipline and a product-first underwriting lens. Prefers concentrated, stage-specific stakes where active board-level involvement and capital formation accelerate scaling and follow-on financing. Diligence emphasizes market traction, unit economics and go-to-market defensibility; time horizon is multi-year growth to liquidity. Risk managed through milestone-based capital tranches, syndication with strategic co-investors, and hands-on portfolio value creation.
Focuses on growth-stage technology and fintech companies, deploying capital with operator-led discipline and a product-first underwriting lens. Prefers concentrated, stage-specific stakes where active board-level involvement and capital formation accelerate scaling and follow-on financing. Diligence emphasizes market traction, unit economics and go-to-market defensibility; time horizon is multi-year growth to liquidity. Risk managed through milestone-based capital tranches, syndication with strategic co-investors, and hands-on portfolio 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:
93.03%
Gain -0.03%
Monthly
1.64%
Yearly
21.57%
Drawdown
23.18%
$344.4M
Equity
Holdings
$344.4M
Investment
$217.75M
$149.12M
Profit -$116,463.12
Realized
$22.47M
Unrealized
$126.65M
Dividends
$10.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$116,463.12
Win %
71%
This Week
Compared To Last Week
Gain
-0.3%
Profit
-$1.03M
Win %
71%
This Month
Compared to last month
Gain
1.39%
Profit
$4.71M
Win %
71%
This Year
Compared to last year
Gain
6.14%
Profit
$19.91M
Win %
72%
F Ford Motor Company
+3.57%
+$22,889.68 
XHR Xenia Hotels & Resorts Inc.
+3.32%
+$13,492.44 
RTX RTX Corporation
+3.04%
+$26,737.31 
MBOT Microbot Medical Inc.
+2.9%
+$1,006.5 
C Citigroup Inc.
+2.69%
+$34,486.89 
GE General Electric Company
+2.64%
+$19,494.75 
JPM JPMorgan Chase & Co.
+2.45%
+$69,269.94 
PM Philip Morris International Inc.
+2.4%
+$11,798.4 
TRGP Targa Resources Corp.
+2.39%
+$23,430.16 
BP BP p.l.c. Sponsored ADR
+2.27%
+$200,773.1 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.15%
+$10,435.62 
VMC Vulcan Materials Company
+2.12%
+$14,300.58 
MAR Marriott International Inc. - Class A
+2.08%
+$18,101.16 
UYG ProShares Ultra Financials
+2.02%
+$6,329.93 
FCX Freeport-McMoRan Inc.
+1.9%
+$4,833.22 
WFC Wells Fargo & Company
+1.9%
+$29,081.11 
COP ConocoPhillips
+1.73%
+$29,069.65 
PEP PepsiCo, Inc.
+1.71%
+$3,759.8 
KEY KeyCorp
+1.71%
+$2,992 
LYG Lloyds Banking Group Plc ADR
+1.65%
+$1,615.41 
MET MetLife Inc.
+1.6%
+$4,172.8 
KO The Coca-Cola Company
+1.58%
+$3,697.5 
PG Procter & Gamble Co
+1.56%
+$5,835.53 
BAC Bank of America Corporation
+1.5%
+$68,383.68 
LLY Eli Lilly and Company
+1.49%
+$20,869.36 
DIS The Walt Disney Company
+1.43%
+$80,330.97 
JNJ Johnson & Johnson
+1.41%
+$21,997.24 
AXP American Express Company
+1.4%
+$21,181.6 
HD The Home Depot, Inc.
+1.39%
+$7,541.36 
HUMA Humacyte, Inc.
+1.34%
+$85.22 
BA Boeing Company
+1.33%
+$88,618.06 
WEC WEC Energy Group Inc.
+1.32%
+$2,571.8 
SO The Southern Company
+1.31%
+$3,359.07 
GSK GSK plc Sponsored ADR
+1.31%
+$7,833.6 
XLE Energy Select Sector SPDR Fund
+1.26%
+$16,299.36 
DVN Devon Energy Corporation
+1.26%
+$15,401.42 
DUK Duke Energy Corporation
+1.25%
+$3,799.5 
OXY Occidental Petroleum Corporation
+1.25%
+$8,713.4 
IYE iShares U.S. Energy ETF
+1.21%
+$5,907.49 
KMB Kimberly-Clark Corporation
+1.17%
+$2,283.84 
DEO Diageo plc Sponsored ADR
+1.17%
+$12,122 
MO Altria Group, Inc.
+1.14%
+$15,446.76 
CVX Chevron Corporation
+1.13%
+$17,342.64 
TOL Toll Brothers Inc
+1.12%
+$2,530.5 
FDX FedEx Corporation
+1.1%
+$2,352.99 
BRK-B Berkshire Hathaway Inc.
+1.06%
+$8,969.53 
SPG Simon Property Group, Inc.
+1.05%
+$5,618.94 
XLF Financial Select Sector SPDR Fund
+1.04%
+$2,539.78 
CVBF CVB Financial Corp.
+1.03%
+$5,484.6 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+1.02%
+$3,315.41 
COST Costco Wholesale Corporation
+1.01%
+$18,170.85 
AAPL Apple Inc.
+0.98%
+$499,206.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$2,842.78 
DISV Dimensional International Small Cap Equity Fund
+0.94%
+$3,213.6 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.92%
+$3,992.66 
XOM Exxon Mobil Corporation
+0.91%
+$26,158.84 
IEFA iShares Core MSCI EAFE ETF
+0.91%
+$8,183 
WMT Walmart Inc.
+0.88%
+$14,050.4 
VZ Verizon Communications Inc.
+0.88%
+$41,784.21 
GS The Goldman Sachs Group, Inc.
+0.86%
+$8,470 
MRK Merck & Co., Inc.
+0.86%
+$7,166.05 
AMGN Amgen Inc.
+0.85%
+$6,862.9 
V Visa Inc. Class A
+0.82%
+$16,025.59 
NKE Nike, Inc. - Class B
+0.81%
+$2,408.1 
DFSV Dimensional US Small Cap Value ETF
+0.8%
+$4,549.69 
SCHF Schwab International Equity ETF
+0.8%
+$1,976.71 
ABBV AbbVie Inc.
+0.78%
+$35,406.96 
AMLP Alerian MLP ETF
+0.77%
+$2,332 
GEV GE Vernova Inc.
+0.75%
+$3,935.22 
TMC TMC the metals company Inc.
+0.75%
+$200 
VYM Vanguard High Dividend Yield ETF
+0.75%
+$11,865.16 
T AT&T Inc.
+0.74%
+$9,525.08 
XEL Xcel Energy Inc.
+0.72%
+$1,962.36 
MGV Vanguard Mega Cap Value ETF
+0.7%
+$2,427.81 
IMTM iShares MSCI International Momentum Factor ETF
+0.68%
+$1,495.9 
FISV Fiserv, Inc.
+0.67%
+$7,194.6 
SHW The Sherwin-Williams Company
+0.58%
+$1,367.33 
UNP Union Pacific Corporation
+0.56%
+$1,540.63 
MS Morgan Stanley
+0.53%
+$4,434.19 
IVE ISHARES S&P 500 VALUE ETF
+0.51%
+$1,076.9 
DAL Delta Air Lines, Inc.
+0.51%
+$1,083.99 
PFE Pfizer Inc.
+0.51%
+$9,673.35 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.49%
+$1,714.04 
BXP Boston Properties, Inc.
+0.49%
+$942.5 
MCK McKesson Corporation
+0.45%
+$2,493 
PYPL PayPal Holdings Inc
+0.44%
+$2,877.25 
CAT Caterpillar Inc.
+0.42%
+$3,631.67 
SLV iShares Silver Trust
+0.42%
+$1,176.12 
SPXS Direxion Daily S&P 500 Bear 3X Shares
+0.4%
+$1,833.5 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.38%
+$1,289.61 
BMY Bristol-Myers Squibb Company
+0.36%
+$3,785.76 
MA Mastercard Incorporated
+0.34%
+$3,534.02 
VEU Vanguard FTSE All-World ex-US ETF
+0.31%
+$1,455.54 
KSCP Knightscope, Inc.
+0.3%
+$19.38 
LCTX Lineage Cell Therapeutics Inc.
+0.29%
+$30.45 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
+0.28%
+$862.83 
STWD Starwood Property Trust Inc.
+0.28%
+$397.21 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.24%
+$1,782.3 
ASML ASML Holding N.V. New York Registry Shares
+0.23%
+$1,615.32 
GLD SPDR Gold Shares
+0.2%
+$2,286.69 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$1,566.68 
IYH iShares U.S. Healthcare ETF
+0.16%
+$564.72 
XYZ Block, Inc.
+0.14%
+$387.42 
SBUX Starbucks Corporation
+0.13%
+$2,257.58 
MCD McDonald's Corporation
+0.13%
+$622.72 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$2,637.62 
VO Vanguard Mid-Cap ETF
+0.12%
+$250.9 
AOA iShares Core Aggressive Allocation ETF
+0.11%
+$253 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$296.02 
EME EMCOR Group, Inc.
+0.06%
+$230.21 
NVDA NVIDIA Corporation
+0.06%
+$12,689.25 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$395.8 
AGG iShares Core U.S. Aggregate Bond ETF
+0.04%
+$766.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.04%
+$244.64 
FBND Fidelity Total Bond ETF
+0.03%
+$130.11 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$79.81 
IEF iShares 7-10 Year Treasury Bond ETF
+0.02%
+$39.96 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$41.33 
TGT Target Corporation
+0.01%
+$19.81 
MAIA Maia Biotechnology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI
0%
$0 ORCL
ORCLPRD
0%
$0 
RR Richtech Robotics Inc.
-5.63%
-$1,078.65 
CRWD CrowdStrike Holdings, Inc.
-5.62%
-$18,363.33 
STX Seagate Technology Holdings plc
-4.93%
-$24,438.94 
OUST Ouster, Inc.
-4.9%
-$5,874.44 
RKLB Rocket Lab Corporation
-4.02%
-$7,516.92 
NOW ServiceNow, Inc.
-3.89%
-$30,647.98 
BFLY Butterfly Network, Inc.
-3.76%
-$9,357.4 
INTC Intel Corporation
-3.36%
-$21,489.53 
MU Micron Technology, Inc.
-3.33%
-$27,182.28 
AMD Advanced Micro Devices, Inc.
-3.27%
-$369,559.17 
CRM Salesforce Inc
-3.18%
-$36,965.65 
LRCX Lam Research Corporation
-3.1%
-$19,659.58 
PLTR Palantir Technologies Inc.
-3.06%
-$21,314.01 
ORCL Oracle Corporation
-3.03%
-$28,290.57 
BE Bloom Energy Corporation
-2.87%
-$43,964.38 
NFLX Netflix, Inc.
-2.27%
-$90,712.95 
MITK Mitek Systems Inc.
-2.25%
-$4,308.44 
MESO Mesoblast Limited Sponsored ADR
-2.15%
-$14,226.3 
AMAT Applied Materials, Inc.
-2.02%
-$9,515.56 
PLUG Plug Power Inc.
-2.02%
-$1,222.44 
META Meta Platforms Inc Class A
-1.88%
-$456,475.57 
AVGO Broadcom Inc.
-1.88%
-$60,102 
GRAB Grab Holdings Limited
-1.83%
-$3,388 
GERN Geron Corporation
-1.82%
-$2,630.3 
RYT Invesco S&P 500 Equal Weight ETF
-1.62%
-$5,787.6 
BITU ProShares Ultra Bitcoin ETF
-1.44%
-$2,100 
XLK State Street Technology Select Sector SPDR ETF
-1.42%
-$6,137.2 
UNH UnitedHealth Group Incorporated
-1.41%
-$49,910 
GOOGL Alphabet Inc
-1.27%
-$244,704.34 
SPCX Space Exploration Technologies Corp. Class A
-1.25%
-$6,341.8 
CSCO Cisco Systems, Inc.
-1.24%
-$2,626.16 
GOOG Alphabet Inc
-1.16%
-$26,942.32 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$24,610.05 
TTAN ServiceTitan, Inc.
-1.04%
-$17,615.42 
VFMO Vanguard U.S. Momentum Factor Fund
-0.94%
-$6,414.72 
VANI Vivani Medical Inc.
-0.87%
-$100 
MGK Vanguard Mega Cap Growth ETF
-0.86%
-$23,121.78 
MSFT Microsoft Corp.
-0.86%
-$83,500.05 
DFEV Dimensional Emerging Markets Value ETF
-0.8%
-$1,641.42 
SCHW Charles Schwab Corporation
-0.8%
-$4,734 
IBM International Business Machines Corporation
-0.73%
-$2,211.7 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$1,813.34 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$1,487.5 
VUG Vanguard Growth ETF
-0.66%
-$2,184.18 
IBIT iShares Bitcoin Trust
-0.62%
-$4,458.75 
PPT Putnam Premier Income Trust
-0.61%
-$448.72 
UBRL GraniteShares 2x Long Uber Daily ETF
-0.58%
-$1,128 
SOUN SoundHound AI Inc.
-0.51%
-$418.87 
WYNN Wynn Resorts, Limited
-0.46%
-$3,676.4 
UBER Uber Technologies, Inc.
-0.43%
-$60,048.24 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.43%
-$1,203.2 
BABA Alibaba Group Holding Limited SP ADR
-0.41%
-$3,648.15 
SHOP Shopify Inc.
-0.34%
-$3,250.89 
TSLA Tesla, Inc.
-0.33%
-$26,954.62 
ET-PI Energy Transfer LP
-0.32%
-$857.5 
GNL Global Net Lease, Inc.
-0.2%
-$410.48 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.13%
-$454.95 
MLI Mueller Industries Inc.
-0.12%
-$272.4 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$4,806.64 
VOO Vanguard S&P 500 ETF
-0.11%
-$956.6 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$2,975.94 
IVV iShares Core S&P 500 ETF
-0.1%
-$2,080.14 
ARCC Ares Capital Corporation
-0.08%
-$1,212.75 
AMZN Amazon.com Inc
-0.05%
-$9,049.8 Events
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Dividends
Dividend Analysis
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| Trades 1681 | Longs Won 1171/1681 69% | Profit Factor 19.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $704,139.3 |
| Average Win $134,385.69 | Best Trade (Oct 16) $18.05M | Sharpe Ratio -10.17 |
| Average Loss -$16,166 | Worst Trade (Oct 16) -$924,892.91 | Z-Score 4.96 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 1d | Expectancy $88,709.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 149,017 | $30.49M | $51.46M | - | $20.97M | 68.78% | +0.98% |
| ABBV AbbVie Inc. | 16,094 | $2.17M | $4.6M | - | $2.43M | 111.94% | +0.776% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19,158 | $1.87M | $1.83M | - | -$36,826.06 | -1.97% | +0.042% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 29,705 | $684,213 | $748,566 | - | $64,353 | 9.41% | +0.239% |
| AMAT Applied Materials, Inc. | 1,095 | $200,461.44 | $461,345.4 | - | $260,883.96 | 130.14% | -2.021% |
| AMD Advanced Micro Devices, Inc. | 20,134 | $2.29M | $10.95M | - | $8.66M | 378.84% | -3.265% |
| AMGN Amgen Inc. | 1,870 | $422,709.21 | $818,499 | - | $395,789.79 | 93.63% | +0.846% |
| AMLP Alerian MLP ETF | 5,830 | $228,594.48 | $304,967.3 | - | $76,372.82 | 33.41% | +0.771% |
| AMZN Amazon.com Inc | 75,415 | $10.65M | $19.2M | - | $8.55M | 80.29% | -0.047% |
| AOA iShares Core Aggressive Allocation ETF | 2,300 | $202,711.02 | $224,388 | - | $21,676.98 | 10.69% | +0.113% |
| ARCC Ares Capital Corporation | 80,850 | $1.52M | $1.53M | - | $6,722.12 | 0.44% | -0.079% |
| ASML ASML Holding N.V. New York Registry Shares | 420 | $437,612.77 | $697,740.12 | - | $260,127.35 | 59.44% | +0.232% |
| AVGO Broadcom Inc. | 9,275 | $1.11M | $3.13M | - | $2.03M | 182.72% | -1.882% |
| AXP American Express Company | 4,814 | $1.01M | $1.53M | - | $525,769.68 | 52.24% | +1.402% |
| BA Boeing Company | 35,306 | $6.95M | $6.75M | - | -$195,950.86 | -2.82% | +1.33% |
| BAAPL BOEING CO 6% DEP SHS RE 1/20TH PFD MAN CNV SR A WI | 28,875 | $2.01M | $1.87M | - | -$134,939.03 | -6.72% | 0.0 |
| BABA Alibaba Group Holding Limited SP ADR | 8,107 | $675,366.68 | $897,282.76 | - | $221,916.08 | 32.86% | -0.405% |
| BAC Bank of America Corporation | 88,237 | $2.64M | $4.63M | - | $1.99M | 75.6% | +1.499% |
| BBVA Banco Bilbao Vizcaya Argentaria, S.A. | 12,511 | $126,951.15 | $327,975.86 | - | $201,024.71 | 158.35% | +1.021% |
| BE Bloom Energy Corporation | 6,494 | $554,289.6 | $1.49M | - | $936,278.22 | 168.91% | -2.865% |
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FAQ
Which stocks have generated the highest profits for Hovig Melkonian?
The largest contributions to the portfolio's profits come from the following stocks: Uber Technologies, Inc - $3.75M, Meta Platforms Inc Class A - $3.59M, NVIDIA Corporation - $2.73M, Apple Inc - $1.68M, and Coinbase Global, Inc - $1.56M. 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: Direxion Daily S&P 500 Bear 3X Shares - $99,210.2, Flagstar Financial Corporation - $97,680.7, Intel Corporation - $93,539.51, Paramount Global - 5.75% Series A Mandatory Convertible Preferred Stock - $91,737.59, and Target Corporation - $89,739.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hovig Melkonian's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.63M earned over time. The largest contributors to dividend income include BP p.l.c. Sponsored ADR - $1.02M, Verizon Communications Inc - $768,140.14, Apple Inc - $530,380.74, AbbVie Inc - $383,756.7, and Bank of America Corporation - $354,772.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hovig Melkonian's monthly returns?
Hovig Melkonian'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 Hovig Melkonian's strategy be considered aggressive or moderate?
Hovig Melkonian'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 Hovig Melkonian's strategy?
Hovig Melkonian'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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