RS
Ramu Singh Portfolio
Invests via CALTON & ASSOCIATES Inc. | Managed by Ramu Singh
Invests via CALTON & ASSOCIATES Inc.
Managed by Ramu Singh
Automatically Tracked
Ramu Singh Profile
Ramu Singh is an accomplished entrepreneur with a robust background in technology-driven startups. Known for his innovative approach, he has successfully launched multiple ventures that have transformed traditional business models. His expertise spans the fields of software development and digital marketing, which positions him as a key player in fostering growth within emerging tech ecosystems. By leveraging strategic partnerships and developing market-responsive solutions, Ramu enhances operational efficiencies while driving revenue growth. His leadership reflects a commitment to scalability and sustainability, marking him as a prominent figure in the entrepreneurial landscape.
Ramu Singh is an accomplished entrepreneur with a robust background in technology-driven startups. Known for his innovative approach, he has successfully launched multiple ventures that have transformed traditional business models. His expertise spans the fields of software development and digital marketing, which positions him as a key player in fostering growth within emerging tech ecosystems. By leveraging strategic partnerships and developing market-responsive solutions, Ramu enhances operational efficiencies while driving revenue growth. His leadership reflects a commitment to scalability and sustainability, marking him as a prominent figure in the entrepreneurial landscape.
Investment Philosophy & Strategy
With a keen focus on innovation, Ramu Singh identifies and capitalizes on emerging trends within the technology sector. His entrepreneurial journey is characterized by an ability to pivot quickly in response to market demands while establishing scalable business models that maximize growth potential. Through a blend of strategic partnerships and effective resource allocation, he promotes initiatives that push the boundaries of traditional paradigms. Driven by his commitment to operational excellence, decision-making reflects both agility and foresight, ensuring sustained competitiveness amidst rapid technological change.
With a keen focus on innovation, Ramu Singh identifies and capitalizes on emerging trends within the technology sector. His entrepreneurial journey is characterized by an ability to pivot quickly in response to market demands while establishing scalable business models that maximize growth potential. Through a blend of strategic partnerships and effective resource allocation, he promotes initiatives that push the boundaries of traditional paradigms. Driven by his commitment to operational excellence, decision-making reflects both agility and foresight, ensuring sustained competitiveness amidst rapid technological change.
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:
57.96%
Gain +0.96%
Monthly
0.79%
Yearly
9.86%
Drawdown
20.41%
$692M
Equity
Holdings
$692M
Investment
$578.48M
$347.63M
Profit +$6.92M
Realized
$234.11M
Unrealized
$113.52M
Dividends
$70.71M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.96%
Profit
$6.92M
Win %
74%
This Week
Compared To Last Week
Gain
1%
Profit
$6.83M
Win %
74%
This Month
Compared to last month
Gain
3.06%
Profit
$20.55M
Win %
74%
This Year
Compared to last year
Gain
1.32%
Profit
$9.04M
Win %
72%
NDEC
+16.29%
+$48.21 
MPC Marathon Petroleum Corporation
+7.42%
+$219,164.86 
PSX Phillips 66
+5.69%
+$17,403.39 
IGV iShares Expanded Tech-Software Sector ETF
+2.26%
+$7,273.2 
WMB The Williams Companies, Inc.
+2.06%
+$13,187.75 
MRK Merck & Co., Inc.
+1.82%
+$22,681.62 
ANET Arista Networks, Inc.
+1.51%
+$3,915.9 
FCX Freeport-McMoRan Inc.
+1.28%
+$4,639.57 
IBB iShares Biotechnology ETF
+1.17%
+$4,388.98 
GLD SPDR Gold Shares
+1.02%
+$26,019.51 
GIS General Mills, Inc.
+1%
+$2,191.51 
GOOGL Alphabet Inc
+0.91%
+$18,466.76 
ABT Abbott Laboratories
+0.75%
+$2,082.51 
WMT Walmart Inc.
+0.72%
+$19,745.37 
TSLA Tesla, Inc.
+0.7%
+$10,591.55 
XAR SPDR S&P Aerospace & Defense ETF
+0.51%
+$1,280.43 
PRMR PeakShares RMR Prime Equity ETF
+0.4%
+$12,028.15 
ASPI ASP Isotopes Inc.
+0.23%
+$140 
PSTR PeakShares Sector Rotation ETF
+0.22%
+$59,499.82 
BMY Bristol-Myers Squibb Company
+0.18%
+$629.28 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.13%
+$313.04 
CWB SPDR Bloomberg Convertible Securities ETF
+0.11%
+$1,530.98 
SNDK SanDisk Corporation
+0.1%
+$475.18 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.09%
+$592.12 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.09%
+$226.54 
UGA United States Gasoline Fund, LP
+0.07%
+$494.02 
LITE Lumentum Holdings Inc.
+0.07%
+$1,478.03 
ENPH Enphase Energy, Inc.
+0.06%
+$489.15 
GSK GSK plc Sponsored ADR
+0.06%
+$162.54 
SCHM Schwab U.S. Mid-Cap ETF
+0.06%
+$124.38 
ECG Everus Construction Group, Inc.
+0.05%
+$198.97 
FTCB First Trust Core Investment Grade ETF
+0.05%
+$388 
XSMO Invesco S&P SmallCap Momentum ETF
+0.04%
+$263.04 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.04%
+$5,482.8 
IWS iShares Russell Mid-Cap Value ETF
+0.04%
+$373.59 
MP MP Materials Corp.
+0.04%
+$82 
CGMU Capital Group Municipal Income ETF
+0.04%
+$561.45 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.04%
+$190.6 
XLF Financial Select Sector SPDR Fund
+0.04%
+$1,144.48 
CEG Constellation Energy Corporation
+0.03%
+$221.94 
VDE Vanguard Energy ETF
+0.03%
+$73.95 
AMAT Applied Materials, Inc.
+0.03%
+$424.75 
FTGS First Trust Growth Strength ETF
+0.03%
+$256.65 
XHB SPDR S&P Homebuilders ETF
+0.03%
+$169.17 
AXP American Express Company
+0.03%
+$155.34 
AMD Advanced Micro Devices, Inc.
+0.03%
+$422.71 
IEMG iShares Core MSCI Emerging Markets ETF
+0.03%
+$144.19 
T AT&T Inc.
+0.02%
+$267.12 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.02%
+$844.88 
ETR Entergy Corporation
+0.02%
+$66.42 
DGRO iShares Core Dividend Growth ETF
+0.02%
+$976.98 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.02%
+$139.52 
SMH VanEck Semiconductor ETF
+0.02%
+$1,126.43 
SLV iShares Silver Trust
+0.02%
+$163.45 
VWO Vanguard FTSE Emerging Markets ETF
+0.02%
+$43.48 
AEP American Electric Power Company, Inc.
+0.02%
+$245.04 
HUBB Hubbell Inc.
+0.02%
+$144.67 
TRP TC Energy Corporation
+0.02%
+$42 
FDD First Trust STOXX European Select Dividend Index Fund
+0.01%
+$64.19 
VIS Vanguard Industrials ETF
+0.01%
+$395.19 
FXI iShares China Large-Cap ETF
+0.01%
+$105.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.01%
+$641.68 
COIN Coinbase Global, Inc.
+0.01%
+$59.63 
ARKK ARK Innovation ETF Fund
+0.01%
+$64.12 
DUK Duke Energy Corporation
+0.01%
+$67.39 
VEU Vanguard FTSE All-World ex-US ETF
+0.01%
+$48.93 
VXF Vanguard Extended Market ETF
+0.01%
+$111.99 
EXC Exelon Corporation
+0.01%
+$27.73 
RJF Raymond James Financial Inc.
+0.01%
+$49.12 
SO The Southern Company
+0.01%
+$59.72 
XLRE The Real Estate Select Sector SPDR Fund
+0.01%
+$36.14 
AVUV Avantis U.S. Small Cap Value ETF
+0.01%
+$47.65 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$641.06 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$1,157.89 
JEPI JPMorgan Equity Premium Income Fund
+0.01%
+$412.54 
TIP iShares TIPS Bond ETF
+0.01%
+$252.59 
EEM iShares MSCI Emerging Markets ETF
+0.01%
+$181.71 
FDVV Fidelity High Dividend ETF
+0.01%
+$1,472.53 
IVV iShares Core S&P 500 ETF
+0.01%
+$105.24 
AMGN Amgen Inc.
+0.01%
+$33.33 
ASML ASML Holding N.V. New York Registry Shares
+0.01%
+$21.75 
IJR iShares Core S&P Small-Cap ETF
+0.01%
+$51.45 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.01%
+$614.48 
VTV Vanguard Value ETF
+0.01%
+$89.81 
KO The Coca-Cola Company
+0.01%
+$46.47 
QCOM QUALCOMM Incorporated
+0.01%
+$13.16 
BSV Vanguard Short-Term Bond ETF
+0.01%
+$197.74 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$37.49 
IJH iShares Core S&P Mid-Cap ETF
+0.01%
+$21.46 
CAT Caterpillar Inc.
+0.01%
+$78.72 
PNW Pinnacle West Capital Corporation
+0.01%
+$10.01 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$29.39 
MUB iShares National Muni Bond ETF
+0.01%
+$14.62 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$25.99 
IVE ISHARES S&P 500 VALUE ETF
0%
+$124.32 
MCD McDonald's Corporation
0%
+$5.25 
SNPS Synopsys, Inc.
0%
+$4.62 
FPX First Trust US Equity Opportunities ETF
0%
+$35.93 
PEP PepsiCo, Inc.
0%
+$3.17 
KORP American Century Diversified Corporate Bond ETF
0%
+$2.76 
PDP Invesco Dorsey Wright Momentum ETF
0%
+$18.05 
PSFJ Pacer Swan SOS Flex July ETF
0%
+$1.89 
ATO Atmos Energy Corporation
0%
$0 
BCAT BlackRock Capital Allocation Trust
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
COP ConocoPhillips
0%
$0 
DTE DTE Energy Company
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
F Ford Motor Company
0%
$0 
FSK FS KKR Capital Corp.
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
INTC Intel Corporation
0%
$0 
INOD Innodata Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KNF Knife River Corporation
0%
$0 
KR Kroger Co.
0%
$0 
MDU MDU Resources Group, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
PECO Phillips Edison & Company, Inc.
0%
$0 
PFLT PennantPark Floating Rate Capital Ltd.
0%
$0 
SHEL Shell plc
0%
$0 
SLS Sellas Life Sciences Group Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
$0 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
AVSD Avantis Responsible International Equity ETF
0%
-$4.06 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BNDX Vanguard Total International Bond ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
BUG Global X Cybersecurity ETF
0%
$0 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
0%
-$0.67 
CFA VictoryShares US 500 Volatility Wtd ETF
0%
+$0.68 
CGUS Capital Group Core Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DFIC Dimensional International Core Equity Market ETF
0%
$0 
DGT SPDR Global Dow ETF
0%
+$2.13 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFAU Dimensional US Core Equity Market ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DVY iShares Select Dividend ETF
0%
$0 
EUFN iShares MSCI Europe Financials ETF
0%
$0 
FBCG Fidelity Blue Chip Growth Fund
0%
$0 
EZU iShares MSCI Eurozone ETF
0%
$0 
FEZ SPDR Euro Stoxx 50 ETF
0%
$0 
FDN First Trust Dow Jones Internet Index Fund
0%
$0 
FDL First Trust Morningstar Dividend Leaders Index Fund
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTSM First Trust Enhanced Short Maturity Fund
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
FTDS First Trust Dividend Strength Fund
0%
$0 
FTCS First Trust Capital Strength ETF
0%
$0 
GCOW Pacer Global Cash Cows Dividend ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
ISTB iShares Core 1-5 Year USD Bond ETF
0%
$0 
ITA iShares U.S. Aerospace & Defense ETF
0%
$0 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IUSV iShares Core S&P U.S. Value ETF
0%
$0 
IVLU iShares MSCI International Value Factor ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
KBE SPDR S&P Bank ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
LMBS First Trust Low Duration Opportunities ETF
0%
+$3.58 
MBB iShares MBS ETF
0%
$0 
MOAT VanEck Morningstar Wide Moat Fund
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
0%
$0 
NOCT Innovator Growth-100 Power Buffer ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PID Invesco International Dividend Achievers ETF
0%
$0 
PJAN Innovator U.S. Equity Power Buffer ETF - January
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
PJUL Innovator U.S. Equity Power Buffer ETF July
0%
$0 
PSFD Pacer Swan SOS Flex January Fund
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
0%
$0 
QLC FlexShares US Quality Large Cap Fund
0%
$0 
PTNQ Pacer Trendpilot 100 ETF
0%
-$0.95 
RAAX VanEck Real Assets ETF
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
0%
$0 
QTUM Defiance Quantum ETF
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
RAVI FlexShares Ultra-Short Income Fund
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RDVI FT Vest Rising Dividend Achievers Fund
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SEIV SEI Enhanced U.S. Large Cap Value Fund
0%
$0 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
0%
$0 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
0%
$0 
SHV iShares Short Treasury Bond ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TDVI FT Vest Technology Dividend Mutual Fund
0%
$0 
TDIV FT NASDAQ Technology Dividend Index Fund
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TMFC Motley Fool 100 Index ETF
0%
$0 
TRFK Pacer Data and Digital Revolution ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VNLA Janus Henderson Short Duration Income ETF
0%
$0 
VFMF Vanguard U.S. Multifactor ETF
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
ZALT Innovator U.S. Equity 10% Buffer ETF
0%
$0 
NUKZ Range Nuclear Renaissance ETF
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
0%
+$0.99 
XOVR ERShares Private-Public Crossover ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
WCMI First Trust WCM International Equity ETF
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
CSQ Calamos Strategic Total Return Fund
0%
$0 
DABS DoubleLine Asset-Backed Securities ETF
0%
+$0.53 
JFR Nuveen Floating Rate Income Fund
0%
$0 
SGVT Schwab Government Money Market ETF
0%
$0 
ADAM Adamas Trust, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CEF Sprott Physical Gold and Silver Trust
0%
$0 
H5919C104
-19.67%
-$69.14 
BPRE
-13.27%
-$29.62 
JBLU JetBlue Airways Corporation
-7.08%
-$5,590 
GLW Corning Incorporated
-4.78%
-$17,915.02 
BE Bloom Energy Corporation
-3.97%
-$13,613.73 
NVDA NVIDIA Corporation
-2.86%
-$323,167.06 
AAPL Apple Inc.
-1.62%
-$262,200.12 
TFC Truist Financial Corporation
-0.94%
-$2,518.11 
BA Boeing Company
-0.69%
-$2,474.34 
EFA iShares MSCI EAFE ETF
-0.5%
-$1,182.06 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$3,730.84 
IBM International Business Machines Corporation
-0.41%
-$1,096.1 
IAUX I-80 Gold Corp.
-0.31%
-$132.5 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.3%
-$922.23 
DNP DNP Select Income Fund Inc.
-0.18%
-$426.36 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.12%
-$476.9 
URI United Rentals, Inc.
-0.1%
-$440.77 
SMCI Super Micro Computer Inc
-0.1%
-$212.7 
DSL DoubleLine Income Solutions Fund
-0.09%
-$283.13 
FCOR Fidelity Corporate Bond ETF
-0.09%
-$741 
NXG NXG NextGen Infrastructure Income Fund
-0.08%
-$242.9 
DXJ WisdomTree Japan Hedged Equity Fund
-0.08%
-$270 
FCG First Trust Natural Gas ETF
-0.07%
-$313.52 
XOM Exxon Mobil Corporation
-0.06%
-$1,024.49 
ABBV AbbVie Inc.
-0.06%
-$723.27 
FVD First Trust Value Line Dividend Index Fund
-0.06%
-$956.97 
IJS iShares S&P Small-Cap 600 Value ETF
-0.06%
-$383.36 
WBD Warner Bros. Discovery, Inc.
-0.06%
-$147.19 
AVGO Broadcom Inc.
-0.06%
-$638.31 
PAGS PagSeguro Digital Ltd.
-0.06%
-$74.85 
ORCL Oracle Corporation
-0.05%
-$689.47 
FNDF Schwab Fundamental International Large Company Index ETF
-0.05%
-$1,149.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.05%
-$445.44 
LLY Eli Lilly and Company
-0.05%
-$1,781.02 
COF Capital One Financial Corporation
-0.05%
-$442.31 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.05%
-$175.86 
MGC Vanguard Mega Cap ETF
-0.05%
-$3,410.58 
META Meta Platforms Inc Class A
-0.05%
-$626.66 
PNC The PNC Financial Services Group, Inc.
-0.05%
-$433.32 
DFLV Dimensional US Large Cap Value ETF
-0.05%
-$163.4 
VB Vanguard Small-Cap ETF
-0.05%
-$233.22 
HSY The Hershey Company
-0.04%
-$150.18 
NVO Novo Nordisk A/S Sponsored ADR
-0.04%
-$99.46 
FDMO Fidelity Momentum Factor ETF
-0.04%
-$370.88 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.04%
-$434.5 
GS The Goldman Sachs Group, Inc.
-0.04%
-$457.85 
FEGE First Eagle Global Equity ETF
-0.04%
-$246.9 
PFE Pfizer Inc.
-0.04%
-$268.75 
CMI Cummins Inc.
-0.04%
-$333.24 
MA Mastercard Incorporated
-0.04%
-$98.8 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.04%
-$277.08 
XLE Energy Select Sector SPDR Fund
-0.04%
-$675.72 
VGT Vanguard Information Technology ETF
-0.03%
-$157.32 
KMI Kinder Morgan, Inc.
-0.03%
-$76.56 
ADI Analog Devices, Inc.
-0.03%
-$72.71 
GWW W.W. Grainger, Inc.
-0.03%
-$370.52 
IWB iShares Russell 1000 ETF
-0.03%
-$102.57 
SCHD Schwab U.S. Dividend Equity ETF
-0.03%
-$247.32 
VOT Vanguard Mid-Cap Growth ETF
-0.03%
-$82.62 
MS Morgan Stanley
-0.03%
-$162.72 
V Visa Inc. Class A
-0.03%
-$249.02 
IWY iShares Russell Top 200 Growth ETF
-0.03%
-$73.3 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.03%
-$3,596.76 
NFLX Netflix, Inc.
-0.03%
-$137.54 
CASY Casey's General Stores Inc.
-0.03%
-$56.77 
XEL Xcel Energy Inc.
-0.03%
-$176.73 
CGBL Capital Group Core Balanced ETF
-0.03%
-$81.8 
CGGO Capital Group Global Growth Equity ETF
-0.03%
-$468.72 
XMMO Invesco S&P MidCap Momentum ETF
-0.03%
-$86.92 
BP BP p.l.c. Sponsored ADR
-0.02%
-$70.38 
EWC iShares MSCI Canada ETF
-0.02%
-$108.48 
VPU Vanguard Utilities ETF
-0.02%
-$95.89 
XLG Invesco S&P 500 Top 50 ETF
-0.02%
-$703.15 
GOOG Alphabet Inc
-0.02%
-$571.69 
VOOG Vanguard S&P 500 Growth ETF
-0.02%
-$68.04 
XLU Utilities Select Sector SPDR Fund
-0.02%
-$143.04 
ALL Allstate Corporation
-0.02%
-$76.26 
DAL Delta Air Lines, Inc.
-0.02%
-$77.62 
NUE Nucor Corporation
-0.02%
-$75.05 
PANW Palo Alto Networks, Inc.
-0.02%
-$168.46 
PWR Quanta Services Inc.
-0.02%
-$64.79 
RTX RTX Corporation
-0.02%
-$235.65 
VRT Vertiv Holdings Co
-0.02%
-$207.93 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$368.96 
VDC VANGUARD CONSUMER STAPLES ETF
-0.02%
-$630.7 
XLI Industrial Select Sector SPDR Fund
-0.02%
-$394.3 
VZ Verizon Communications Inc.
-0.02%
-$300.06 
VRP Invesco Variable Rate Preferred ETF
-0.02%
-$126.75 
CSX CSX Corporation
-0.02%
-$70.44 
MSFT Microsoft Corp.
-0.02%
-$1,434.01 
STX Seagate Technology Holdings plc
-0.02%
-$41.29 
GSY Invesco Ultra Short Duration ETF
-0.02%
-$44.14 
IWM iShares Russell 2000 ETF
-0.02%
-$1,027.38 
GEV GE Vernova Inc.
-0.02%
-$165.01 
EMR Emerson Electric Co.
-0.02%
-$75 
UPS United Parcel Service, Inc.
-0.02%
-$80.64 
CGDV Capital Group Dividend Value ETF
-0.02%
-$804.94 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$44.25 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$90.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.02%
-$571.53 
MGV Vanguard Mega Cap Value ETF
-0.02%
-$1,082.37 
SPY SPDR S&P 500 ETF Trust
-0.02%
-$4,122.17 
PG Procter & Gamble Co
-0.02%
-$130.3 
VLO Valero Energy Corporation
-0.02%
-$71.59 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.02%
-$34.76 
BAC Bank of America Corporation
-0.02%
-$124.23 
SCHX Schwab U.S. Large-Cap ETF
-0.02%
-$60.14 
AMZN Amazon.com Inc
-0.01%
-$587.87 
BX Blackstone Inc.
-0.01%
-$35.58 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,061.01 
CRWD CrowdStrike Holdings, Inc.
-0.01%
-$64.56 
DIS The Walt Disney Company
-0.01%
-$67.74 
JPM JPMorgan Chase & Co.
-0.01%
-$471.71 
MRVL Marvell Technology, Inc.
-0.01%
-$51.06 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.01%
-$333.93 
CTVA Corteva Inc.
-0.01%
-$25.63 
PEG Public Service Enterprise Group Incorporated
-0.01%
-$59.71 
OEF iShares S&P 100 ETF
-0.01%
-$70.73 
BABA Alibaba Group Holding Limited SP ADR
-0.01%
-$32.67 
DCOR Dimensional US Core Equity 1 ETF
-0.01%
-$199.92 
IAU iShares Gold Trust
-0.01%
-$85.87 
SRLN SPDR Blackstone Senior Loan ETF
-0.01%
-$278.99 
VIG Vanguard Dividend Appreciation ETF
-0.01%
-$170.01 
C Citigroup Inc.
-0.01%
-$32.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
-0.01%
-$1,294.41 
GDX VanEck Gold Miners ETF
-0.01%
-$200.56 
MGK Vanguard Mega Cap Growth ETF
-0.01%
-$121.87 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.01%
-$41.19 
VUG Vanguard Growth ETF
-0.01%
-$971.64 
CRM Salesforce Inc
-0.01%
-$43.88 
DE Deere & Company
-0.01%
-$29.46 
INDA ISHARES MSCI INDIA ETF
-0.01%
-$50.96 
SPEM SPDR Portfolio Emerging Markets ETF
-0.01%
-$40.91 
TFLO iShares Treasury Floating Rate Bond ETF
-0.01%
-$27.25 
ED Consolidated Edison, Inc.
-0.01%
-$85.36 
SCHW Charles Schwab Corporation
-0.01%
-$31.03 
XME SPDR S&P Metals & Mining ETF
-0.01%
-$50.05 
CSCO Cisco Systems, Inc.
-0.01%
-$87.94 
GE General Electric Company
-0.01%
-$47.85 
HD The Home Depot, Inc.
-0.01%
-$85.35 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.01%
-$119.6 
ASTS AST SpaceMobile, Inc.
-0.01%
-$79.05 
TGT Target Corporation
-0.01%
-$20.07 
QQQM Invesco NASDAQ 100 ETF
-0.01%
-$686.53 
SPCX Space Exploration Technologies Corp. Class A
-0.01%
-$28.24 
RCL Royal Caribbean Group
-0.01%
-$22.23 
SOXX iShares Semiconductor ETF
-0.01%
-$25.83 
VYM Vanguard High Dividend Yield ETF
-0.01%
-$15.79 
XBI SPDR S&P Biotech ETF
-0.01%
-$13.93 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.01%
-$80.27 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$149.05 
PLTR Palantir Technologies Inc.
-0.01%
-$86.8 
CVX Chevron Corporation
-0.01%
-$113.07 
LMT Lockheed Martin Corporation
-0.01%
-$125.14 
MMM 3M Company
-0.01%
-$17.96 
UNH UnitedHealth Group Incorporated
-0.01%
-$59.47 
FDT First Trust Developed Markets ex-US Fund
-0.01%
-$15.02 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$160.95 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.01%
-$175.18 
NBIS Nebius Group N.V.
-0.01%
-$11.99 
JNJ Johnson & Johnson
0%
-$63.07 
WM Waste Management, Inc.
0%
-$15.9 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$23.96 
EDOG ALPS Emerging Sector Dividend Dogs ETF
0%
-$33.42 
XLB Materials Select Sector SPDR Fund
0%
-$20.77 
COST Costco Wholesale Corporation
0%
-$27.87 
PKW Invesco BuyBack Achievers ETF
0%
-$15.61 
QQQ Invesco QQQ Trust, Series 1
0%
-$846.05 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
0%
-$9.81 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
-$5.62 
MU Micron Technology, Inc.
0%
-$84.72 
AFMC First Trust Active Factor Mid Cap ETF
0%
-$2.6 
CFO VictoryShares US 500 Enhanced ETF
0%
-$5.45 
NNOV Innovator G-100 Power Buffer ETF - November
0%
-$1.69 Events
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Dividends
Dividend Analysis
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| Trades 11599 | Longs Won 6738/11599 58% | Profit Factor 4.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $298,766.3 |
| Average Win $67,686 | Best Trade (Jun 30) $13.63M | Sharpe Ratio -8.88 |
| Average Loss -$22,308.6 | Worst Trade (Dec 30) -$14.04M | Z-Score -7.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 2d | Expectancy $29,970.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 51,716 | $10.63M | $15.94M | - | $5.32M | 50.02% | -1.618% |
| ABBV AbbVie Inc. | 4,822 | $957,561.85 | $1.19M | - | $228,119.73 | 23.82% | -0.061% |
| ABT Abbott Laboratories | 2,571 | $233,292.54 | $279,262.02 | - | $45,969.48 | 19.7% | +0.751% |
| ACWI iShares MSCI ACWI ETF | 28,178 | $3.9M | $4.55M | - | $650,066.46 | 16.67% | 0.0 |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,031 | $243,581.08 | $257,327.7 | - | $13,746.62 | 5.64% | 0.0 |
| ADAM Adamas Trust, Inc. | 13,806 | $101,520.6 | $135,574.92 | - | $34,054.32 | 33.54% | 0.0 |
| ADI Analog Devices, Inc. | 606 | $240,685.03 | $236,224.86 | - | -$4,460.17 | -1.85% | -0.031% |
| AEP American Electric Power Company, Inc. | 12,252 | $1.58M | $1.54M | - | -$41,562.49 | -2.63% | +0.016% |
| AFMC First Trust Active Factor Mid Cap ETF | 5,194 | $212,019.08 | $216,909.23 | - | $4,890.15 | 2.31% | -0.001% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,878 | $587,035.07 | $573,722.19 | - | -$13,312.88 | -2.27% | +0.005% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 15,751 | $1.57M | $1.95M | - | $372,633.56 | 23.69% | 0.0 |
| ALL Allstate Corporation | 1,271 | $227,418.05 | $339,280.74 | - | $111,862.69 | 49.19% | -0.022% |
| AMAT Applied Materials, Inc. | 2,655 | $409,278.77 | $1.43M | - | $1.02M | 249.85% | +0.03% |
| AMD Advanced Micro Devices, Inc. | 3,522 | $421,725.16 | $1.7M | - | $1.28M | 303.77% | +0.025% |
| AMGN Amgen Inc. | 1,111 | $344,828.51 | $456,598.79 | - | $111,770.28 | 32.41% | +0.007% |
| AMZN Amazon.com Inc | 14,693 | $3.22M | $4.03M | - | $808,849.65 | 25.09% | -0.015% |
| ANET Arista Networks, Inc. | 1,374 | $233,415.12 | $263,148.48 | - | $29,733.36 | 12.74% | +1.511% |
| ARKK ARK Innovation ETF Fund | 6,412 | $493,430.17 | $509,369.28 | - | $15,939.11 | 3.23% | +0.013% |
| ASML ASML Holding N.V. New York Registry Shares | 174 | $189,713.83 | $302,954.01 | - | $113,240.18 | 59.69% | +0.007% |
| ASPI ASP Isotopes Inc. | 14,000 | $71,120 | $62,160 | - | -$8,960 | -12.6% | +0.226% |
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FAQ
Which stocks have generated the highest profits for Ramu Singh?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 1000 Growth ETF - $23.31M, Apple Inc - $16.96M, Vanguard Consumer Discretionary ETF - $14M, iShares Core S&P Total U.S. Stock Market ETF - $10.74M, and Invesco QQQ Trust, Series 1 - $10.22M. 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: UnitedHealth Group Incorporated - $14.46M, T-Mobile US, Inc - $7.19M, Lockheed Martin Corporation - $4.26M, Eli Lilly and Company - $1.64M, and Invesco Dorsey Wright Health Care Momentum ETF - $713,770.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ramu Singh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $70.71M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $2.35M, iShares Russell 1000 Value ETF - $2.17M, SPDR Blackstone Senior Loan ETF - $2.08M, PeakShares Sector Rotation ETF - $1.67M, and SPDR S&P 500 ETF Trust - $1.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ramu Singh's monthly returns?
Ramu Singh'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 Ramu Singh's strategy be considered aggressive or moderate?
Ramu Singh's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Ramu Singh's strategy?
Ramu Singh's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
