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:
58.89%
Gain +0.44%
Monthly
0.78%
Yearly
9.74%
Drawdown
20.47%
$693.29M
Equity
Holdings
$693.29M
Investment
$578.48M
$349.05M
Profit +$2.81M
Realized
$234.24M
Unrealized
$114.81M
Dividends
$72.95M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$2.81M
Win %
67%
This Week
Compared To Last Week
Gain
0.48%
Profit
$3.33M
Win %
67%
This Month
Compared to last month
Gain
0.83%
Profit
$5.72M
Win %
67%
This Year
Compared to last year
Gain
1.51%
Profit
$10.34M
Win %
68%
LITE Lumentum Holdings Inc.
+6.34%
+$166,432.2 
COIN Coinbase Global, Inc.
+5.58%
+$28,621.88 
CEG Constellation Energy Corporation
+5.27%
+$37,039.3 
BABA Alibaba Group Holding Limited SP ADR
+4.96%
+$11,412.72 
PANW Palo Alto Networks, Inc.
+4.8%
+$40,308.86 
ORCL Oracle Corporation
+4.65%
+$54,336.49 
PLTR Palantir Technologies Inc.
+4.27%
+$73,789.5 
CRWD CrowdStrike Holdings, Inc.
+3.96%
+$22,402.3 
BUG Global X Cybersecurity ETF
+3.94%
+$16,974.09 
PAGS PagSeguro Digital Ltd.
+3.7%
+$5,913.15 
SLS Sellas Life Sciences Group Inc.
+3.55%
+$4,400 
FCX Freeport-McMoRan Inc.
+3.55%
+$13,162.83 
CIBR First Trust NASDAQ Cybersecurity ETF
+3.34%
+$42,035.55 
IAUX I-80 Gold Corp.
+3.24%
+$1,325 
HPE Hewlett Packard Enterprise Company
+3.09%
+$12,544.42 
AMZN Amazon.com Inc
+2.96%
+$110,491.36 
XBI SPDR S&P Biotech ETF
+2.95%
+$6,143.14 
GDX VanEck Gold Miners ETF
+2.95%
+$51,343.36 
UNH UnitedHealth Group Incorporated
+2.88%
+$31,787.85 
IBB iShares Biotechnology ETF
+2.86%
+$10,887 
SLV iShares Silver Trust
+2.84%
+$24,844.4 
CSCO Cisco Systems, Inc.
+2.81%
+$28,404.62 
MRK Merck & Co., Inc.
+2.72%
+$37,560.37 
ANET Arista Networks, Inc.
+2.68%
+$7,776.84 
GLW Corning Incorporated
+2.66%
+$9,206.34 
V Visa Inc. Class A
+2.66%
+$24,825.28 
MSFT Microsoft Corp.
+2.54%
+$190,761.9 
IGV iShares Expanded Tech-Software Sector ETF
+2.49%
+$8,542.87 
ARKK ARK Innovation ETF Fund
+2.47%
+$13,849.92 
MA Mastercard Incorporated
+2.41%
+$6,832.02 
TSLA Tesla, Inc.
+2.39%
+$41,260.8 
PWR Quanta Services Inc.
+2.38%
+$7,054.55 
BE Bloom Energy Corporation
+2.37%
+$10,104.95 
FXI iShares China Large-Cap ETF
+2.32%
+$16,309.87 
AMGN Amgen Inc.
+2.22%
+$10,037.55 
NUE Nucor Corporation
+2.15%
+$6,636.56 
FDN First Trust Dow Jones Internet Index Fund
+2.13%
+$6,534.21 
CEF Sprott Physical Gold and Silver Trust
+2.09%
+$5,690.02 
GWW W.W. Grainger, Inc.
+1.93%
+$23,293.96 
DNP DNP Select Income Fund Inc.
+1.9%
+$3,943.83 
XME SPDR S&P Metals & Mining ETF
+1.9%
+$9,959.95 
SNPS Synopsys, Inc.
+1.85%
+$4,252.71 
BX Blackstone Inc.
+1.8%
+$3,611.37 
XLRE The Real Estate Select Sector SPDR Fund
+1.79%
+$5,276.44 
GS The Goldman Sachs Group, Inc.
+1.77%
+$17,069.37 
EMR Emerson Electric Co.
+1.77%
+$7,052.83 
GLD SPDR Gold Shares
+1.63%
+$39,508.74 
IAU iShares Gold Trust
+1.62%
+$10,776.68 
VHT Vanguard Health Care ETF
+1.61%
+$118,013.45 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.54%
+$11,766.22 
XLV Health Care Select Sector SPDR Fund
+1.51%
+$37,971.4 
VOT Vanguard Mid-Cap Growth ETF
+1.5%
+$4,094.28 
PDP Invesco Dorsey Wright Momentum ETF
+1.49%
+$27,113.85 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.49%
+$10,941.85 
MS Morgan Stanley
+1.47%
+$7,485.12 
BA Boeing Company
+1.45%
+$4,128.96 
ABBV AbbVie Inc.
+1.41%
+$18,468.21 
JNJ Johnson & Johnson
+1.38%
+$22,372.74 
BAC Bank of America Corporation
+1.29%
+$8,571.87 
C Citigroup Inc.
+1.25%
+$3,419.68 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+1.2%
+$2,458.87 
SPEM SPDR Portfolio Emerging Markets ETF
+1.19%
+$5,031.93 
CGGR Capital Group Growth ETF
+1.18%
+$72,668.04 
PFE Pfizer Inc.
+1.17%
+$8,734.37 
JFR Nuveen Floating Rate Income Fund
+1.16%
+$2,815.62 
SOFI SoFi Technologies, Inc.
+1.15%
+$3,470.4 
EWC iShares MSCI Canada ETF
+1.15%
+$4,845.44 
XMMO Invesco S&P MidCap Momentum ETF
+1.13%
+$3,628.91 
XOVR ERShares Private-Public Crossover ETF
+1.13%
+$2,545.54 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+1.13%
+$10,974.88 
WCMI First Trust WCM International Equity ETF
+1.11%
+$3,177.07 
NUKZ Range Nuclear Renaissance ETF
+1.1%
+$9,808.04 
VWO Vanguard FTSE Emerging Markets ETF
+1.08%
+$2,782.73 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.07%
+$3,737.03 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.06%
+$10,254.2 
EDOG ALPS Emerging Sector Dividend Dogs ETF
+1.05%
+$7,580.06 
NXG NXG NextGen Infrastructure Income Fund
+1.03%
+$2,817.64 
CSQ Calamos Strategic Total Return Fund
+1.03%
+$2,867.97 
XLF Financial Select Sector SPDR Fund
+1.02%
+$31,759.32 
IEMG iShares Core MSCI Emerging Markets ETF
+1.02%
+$5,911.38 
FPX First Trust US Equity Opportunities ETF
+1.02%
+$17,162.64 
INDA ISHARES MSCI INDIA ETF
+1%
+$4,637.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.99%
+$6,044.86 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.98%
+$6,681 
EEM iShares MSCI Emerging Markets ETF
+0.96%
+$23,076.61 
NVO Novo Nordisk A/S Sponsored ADR
+0.96%
+$1,815.14 
ECG Everus Construction Group, Inc.
+0.94%
+$3,268.3 
VO Vanguard Mid-Cap ETF
+0.94%
+$2,493.01 
DFIS Dimensional International Small Cap ETF
+0.94%
+$2,095.09 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.93%
+$122,289.84 
ABT Abbott Laboratories
+0.92%
+$2,339.61 
TD The Toronto-Dominion Bank
+0.9%
+$2,992.15 
INOD Innodata Inc.
+0.9%
+$2,681.25 
KMI Kinder Morgan, Inc.
+0.9%
+$2,220.24 
URI United Rentals, Inc.
+0.89%
+$3,568.19 
DIS The Walt Disney Company
+0.89%
+$4,312.78 
MTUM iShares MSCI USA Momentum Factor ETF
+0.89%
+$4,714.76 
PRMR PeakShares RMR Prime Equity ETF
+0.88%
+$26,393.37 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.87%
+$70,901.99 
VXF Vanguard Extended Market ETF
+0.87%
+$7,559.32 
IXUS iShares Core International Stock ETF
+0.85%
+$3,319.01 
GOOGL Alphabet Inc
+0.85%
+$17,010.01 
VOOG Vanguard S&P 500 Growth ETF
+0.85%
+$2,500.47 
GARP iShares MSCI USA Quality GARP ETF
+0.85%
+$25,447.94 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.84%
+$6,960.96 
VPU Vanguard Utilities ETF
+0.84%
+$3,185.84 
RAAX VanEck Real Assets ETF
+0.84%
+$1,776.16 
GOOG Alphabet Inc
+0.84%
+$20,654.83 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.84%
+$12,504.47 
PNW Pinnacle West Capital Corporation
+0.84%
+$1,640 
IUSG iShares Core S&P U.S. Growth ETF
+0.84%
+$8,736.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.83%
+$20,028.07 
VUG Vanguard Growth ETF
+0.83%
+$73,844.64 
MGK Vanguard Mega Cap Growth ETF
+0.82%
+$9,383.99 
XLU Utilities Select Sector SPDR Fund
+0.82%
+$4,791.84 
ITA iShares U.S. Aerospace & Defense ETF
+0.81%
+$20,972.44 
TMFC Motley Fool 100 Index ETF
+0.8%
+$5,378.75 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$27,889.97 
CWB SPDR Bloomberg Convertible Securities ETF
+0.79%
+$11,064.81 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$10,625.62 
FTGS First Trust Growth Strength ETF
+0.78%
+$6,999.6 
ASML ASML Holding N.V. New York Registry Shares
+0.78%
+$2,402.07 
UPS United Parcel Service, Inc.
+0.78%
+$2,943.36 
FDMO Fidelity Momentum Factor ETF
+0.77%
+$6,861.28 
VEU Vanguard FTSE All-World ex-US ETF
+0.77%
+$3,107.05 
CAT Caterpillar Inc.
+0.77%
+$12,030.61 
NBIS Nebius Group N.V.
+0.77%
+$2,016 
VB Vanguard Small-Cap ETF
+0.76%
+$3,648.54 
TRFK Pacer Data and Digital Revolution ETF
+0.76%
+$1,684.16 
ACWI iShares MSCI ACWI ETF
+0.75%
+$33,813.88 
PECO Phillips Edison & Company, Inc.
+0.75%
+$5,038.6 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.75%
+$4,333.31 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.74%
+$4,232.76 
CGUS Capital Group Core Equity ETF
+0.74%
+$2,001.97 
IJH iShares Core S&P Mid-Cap ETF
+0.74%
+$2,318.22 
IWS iShares Russell Mid-Cap Value ETF
+0.73%
+$6,351.03 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.72%
+$1,699.66 
IWB iShares Russell 1000 ETF
+0.71%
+$2,382.79 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.71%
+$1,744.08 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.71%
+$84,435.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.71%
+$22,670.69 
KO The Coca-Cola Company
+0.7%
+$5,719.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.7%
+$31,442.32 
FEGE First Eagle Global Equity ETF
+0.7%
+$4,382.48 
FSK FS KKR Capital Corp.
+0.69%
+$1,847.4 
XSMO Invesco S&P SmallCap Momentum ETF
+0.69%
+$3,682.56 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.69%
+$166,184.37 
GE General Electric Company
+0.68%
+$3,333.55 
EFA iShares MSCI EAFE ETF
+0.68%
+$1,532.3 
VOO Vanguard S&P 500 ETF
+0.68%
+$46,763.7 
IWY iShares Russell Top 200 Growth ETF
+0.68%
+$1,859.48 
IVV iShares Core S&P 500 ETF
+0.68%
+$9,234.76 
PEG Public Service Enterprise Group Incorporated
+0.68%
+$2,895.93 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$2,465.74 
CGDV Capital Group Dividend Value ETF
+0.67%
+$26,563.02 
QTUM Defiance Quantum ETF
+0.67%
+$9,232.41 
XAR SPDR S&P Aerospace & Defense ETF
+0.67%
+$1,324.27 
VGT Vanguard Information Technology ETF
+0.66%
+$3,323.39 
FBCG Fidelity Blue Chip Growth Fund
+0.66%
+$10,033.38 
REMX VanEck Rare Earth and Strategic Metals ETF
+0.66%
+$1,564.4 
SPY SPDR S&P 500 ETF Trust
+0.66%
+$150,448.62 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.66%
+$2,533.18 
IEFA iShares Core MSCI EAFE ETF
+0.65%
+$4,513.12 
DGRO iShares Core Dividend Growth ETF
+0.65%
+$32,566 
AVGO Broadcom Inc.
+0.64%
+$6,301.12 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$3,990.74 
ATO Atmos Energy Corporation
+0.64%
+$5,122.44 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.63%
+$5,130.72 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$60,838.12 
IWM iShares Russell 2000 ETF
+0.62%
+$29,708.23 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.62%
+$1,380.11 
SCHM Schwab U.S. Mid-Cap ETF
+0.62%
+$1,337.09 
RTX RTX Corporation
+0.62%
+$5,396.34 
MGC Vanguard Mega Cap ETF
+0.62%
+$43,244.32 
RSP Invesco S&P 500 Equal Weight ETF
+0.62%
+$7,359.58 
WMB The Williams Companies, Inc.
+0.61%
+$4,047.28 
CRM Salesforce Inc
+0.61%
+$3,026.34 
CASY Casey's General Stores Inc.
+0.6%
+$997.17 
WMT Walmart Inc.
+0.6%
+$16,161.95 
CMI Cummins Inc.
+0.6%
+$4,506.36 
XLB Materials Select Sector SPDR Fund
+0.58%
+$2,818.93 
STX Seagate Technology Holdings plc
+0.58%
+$1,151.96 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$1,944.07 
XLG Invesco S&P 500 Top 50 ETF
+0.57%
+$17,344.49 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$9,408.48 
VIS Vanguard Industrials ETF
+0.56%
+$13,438.88 
CGGO Capital Group Global Growth Equity ETF
+0.56%
+$10,311.84 
JPM JPMorgan Chase & Co.
+0.56%
+$17,456.51 
PSTR PeakShares Sector Rotation ETF
+0.56%
+$149,953.31 
FDT First Trust Developed Markets ex-US Fund
+0.55%
+$1,563.15 
XLI Industrial Select Sector SPDR Fund
+0.55%
+$9,169.9 
CFA VictoryShares US 500 Volatility Wtd ETF
+0.55%
+$1,221.2 
OEF iShares S&P 100 ETF
+0.55%
+$3,006.87 
QUAL iShares MSCI USA Quality Factor ETF
+0.55%
+$1,212.77 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.54%
+$4,046.37 
AVSD Avantis Responsible International Equity ETF
+0.54%
+$4,261.32 
PTNQ Pacer Trendpilot 100 ETF
+0.53%
+$1,503.37 
QQQ Invesco QQQ Trust, Series 1
+0.52%
+$216,950.22 
QQQM Invesco NASDAQ 100 ETF
+0.51%
+$53,323.72 
FEZ SPDR Euro Stoxx 50 ETF
+0.5%
+$3,624.06 
COF Capital One Financial Corporation
+0.49%
+$3,940.58 
PG Procter & Gamble Co
+0.49%
+$3,858.36 
CFO VictoryShares US 500 Enhanced ETF
+0.49%
+$4,218.69 
FDD First Trust STOXX European Select Dividend Index Fund
+0.49%
+$1,863.54 
AFMC First Trust Active Factor Mid Cap ETF
+0.48%
+$1,012.83 
QLC FlexShares US Quality Large Cap Fund
+0.48%
+$2,771.44 
BCAT BlackRock Capital Allocation Trust
+0.48%
+$743.73 
VTV Vanguard Value ETF
+0.47%
+$6,226.48 
EZU iShares MSCI Eurozone ETF
+0.47%
+$1,409.88 
USMV iShares MSCI USA Min Vol Factor ETF
+0.47%
+$10,382.3 
DCOR Dimensional US Core Equity 1 ETF
+0.46%
+$7,798.88 
EUFN iShares MSCI Europe Financials ETF
+0.46%
+$992.95 
IVE ISHARES S&P 500 VALUE ETF
+0.45%
+$13,066.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$3,847.48 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.45%
+$1,131.39 
JMUB JPMorgan Municipal Bond ETF
+0.44%
+$1,773.45 
PSFJ Pacer Swan SOS Flex July ETF
+0.44%
+$1,513.31 
IUSV iShares Core S&P U.S. Value ETF
+0.44%
+$3,668.14 
PKW Invesco BuyBack Achievers ETF
+0.43%
+$3,221.76 
TRP TC Energy Corporation
+0.43%
+$1,092 
FNDF Schwab Fundamental International Large Company Index ETF
+0.43%
+$8,811.07 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.42%
+$1,177.55 
FTCS First Trust Capital Strength ETF
+0.41%
+$2,128.23 
MUB iShares National Muni Bond ETF
+0.41%
+$1,199.25 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.4%
+$1,005.35 
MOAT VanEck Morningstar Wide Moat Fund
+0.4%
+$2,616.12 
DGT SPDR Global Dow ETF
+0.39%
+$2,568.09 
NOCT Innovator Growth-100 Power Buffer ETF
+0.39%
+$971.29 
GEV GE Vernova Inc.
+0.39%
+$3,250.52 
AEP American Electric Power Company, Inc.
+0.39%
+$5,880.96 
VYM Vanguard High Dividend Yield ETF
+0.39%
+$963.19 
PFLT PennantPark Floating Rate Capital Ltd.
+0.37%
+$252.5 
MGV Vanguard Mega Cap Value ETF
+0.37%
+$21,647.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.37%
+$2,632.55 
CGBL Capital Group Core Balanced ETF
+0.36%
+$1,104.3 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.34%
+$908.97 
XEL Xcel Energy Inc.
+0.33%
+$2,165.31 
FDVV Fidelity High Dividend ETF
+0.33%
+$60,373.73 
VFMF Vanguard U.S. Multifactor ETF
+0.33%
+$6,891.37 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.33%
+$761.39 
CGMU Capital Group Municipal Income ETF
+0.33%
+$4,772.32 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.32%
+$805.44 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.32%
+$2,578.2 
SCHW Charles Schwab Corporation
+0.32%
+$946.41 
LLY Eli Lilly and Company
+0.31%
+$10,375.15 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.31%
+$855.7 
DFLV Dimensional US Large Cap Value ETF
+0.31%
+$1,021.25 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.31%
+$3,727.03 
NNOV Innovator G-100 Power Buffer ETF - November
+0.31%
+$843.9 
BUFR FT Vestladder Buffer ETF-USD I
+0.3%
+$9,394.69 
FMB First Trust Managed Municipal Fund
+0.29%
+$557.76 
COP ConocoPhillips
+0.29%
+$2,399.28 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.29%
+$888.57 
IJR iShares Core S&P Small-Cap ETF
+0.29%
+$2,030.3 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.29%
+$1,616.65 
PSFD Pacer Swan SOS Flex January Fund
+0.28%
+$784.47 
RDVY First Trust Rising Dividend Achievers ETF
+0.28%
+$19,914.3 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.28%
+$7,544 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.28%
+$1,049.18 
RJF Raymond James Financial Inc.
+0.27%
+$1,068.34 
IVLU iShares MSCI International Value Factor ETF
+0.27%
+$2,003.18 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.27%
+$4,410.28 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.26%
+$1,152.8 
DON WisdomTree U.S. MidCap Dividend Fund
+0.25%
+$565.65 
ED Consolidated Edison, Inc.
+0.24%
+$2,219.36 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.23%
+$622.68 
FVD First Trust Value Line Dividend Index Fund
+0.23%
+$3,508.89 
KMB Kimberly-Clark Corporation
+0.22%
+$1,724.57 
SPCX Space Exploration Technologies Corp. Class A
+0.22%
+$1,128.63 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.22%
+$1,225.85 
ETR Entergy Corporation
+0.21%
+$730.62 
XOM Exxon Mobil Corporation
+0.21%
+$3,882.96 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.21%
+$625.05 
DSL DoubleLine Income Solutions Fund
+0.2%
+$566.26 
JEPI JPMorgan Equity Premium Income Fund
+0.19%
+$9,075.77 
MP MP Materials Corp.
+0.18%
+$348.5 
TFC Truist Financial Corporation
+0.16%
+$385.43 
PID Invesco International Dividend Achievers ETF
+0.16%
+$326.97 
VDC VANGUARD CONSUMER STAPLES ETF
+0.16%
+$4,541.04 
CSX CSX Corporation
+0.16%
+$528.3 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.12%
+$372.24 
GSK GSK plc Sponsored ADR
+0.12%
+$297.99 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.11%
+$637.33 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$1,508.01 
LMT Lockheed Martin Corporation
+0.1%
+$2,020.95 
SRLN SPDR Blackstone Senior Loan ETF
+0.09%
+$1,952.89 
CVX Chevron Corporation
+0.09%
+$2,035.26 
EXC Exelon Corporation
+0.08%
+$194.07 
ADAM Adamas Trust, Inc.
+0.07%
+$69.03 
BNDX Vanguard Total International Bond ETF
+0.06%
+$148.08 
PNC The PNC Financial Services Group, Inc.
+0.06%
+$469.47 
RDVI FT Vest Rising Dividend Achievers Fund
+0.05%
+$1,041.46 
NEE NextEra Energy, Inc.
+0.05%
+$233.92 
VNLA Janus Henderson Short Duration Income ETF
+0.05%
+$361.12 
KR Kroger Co.
+0.05%
+$208.68 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$233.91 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$86.77 
FLOT iShares Floating Rate Bond ETF
+0.04%
+$475.62 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.04%
+$181.31 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$4,219.78 
XLP Consumer Staples Select Sector SPDR Fund
+0.04%
+$420.09 
SHV iShares Short Treasury Bond ETF
+0.03%
+$610.65 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.03%
+$1,267.32 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$2,777.36 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$66.21 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$81.73 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$3,473.67 
RAVI FlexShares Ultra-Short Income Fund
+0.03%
+$115.94 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$1,602.65 
FTSM First Trust Enhanced Short Maturity Fund
+0.03%
+$1,115.25 
FTCB First Trust Core Investment Grade ETF
+0.03%
+$194 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$179.12 
HSY The Hershey Company
+0.02%
+$56.33 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.02%
+$92.46 
SGVT Schwab Government Money Market ETF
+0.01%
+$107.14 
TBIL US Treasury 3 Month Bill ETF
+0.01%
+$39.97 
DTE DTE Energy Company
0%
+$7.13 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SHEL Shell plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VRIG Invesco Variable Rate Investment Grade ETF
0%
$0 
DABS DoubleLine Asset-Backed Securities ETF
0%
$0 BPRE
BPRE
0%
$0 NDEC
NDEC
0%
$0 H591
H5919C104
0%
$0 
DXJ WisdomTree Japan Hedged Equity Fund
-66.43%
-$648,054 
ASTS AST SpaceMobile, Inc.
-12.51%
-$112,560.08 
T AT&T Inc.
-10.32%
-$135,565.94 
VZ Verizon Communications Inc.
-9.02%
-$123,525 
ASPI ASP Isotopes Inc.
-7.07%
-$2,800 
KNF Knife River Corporation
-4.35%
-$6,356.35 
DE Deere & Company
-4.02%
-$12,869.11 
CTVA Corteva Inc.
-3.53%
-$1,243.06 
JBLU JetBlue Airways Corporation
-2.42%
-$1,235 
SMCI Super Micro Computer Inc
-2.21%
-$6,700.05 
PEP PepsiCo, Inc.
-1.78%
-$3,611.52 
INTC Intel Corporation
-1.66%
-$10,381.98 
NFLX Netflix, Inc.
-1.63%
-$8,044.71 
VLO Valero Energy Corporation
-1.59%
-$10,109.91 
AMD Advanced Micro Devices, Inc.
-1.54%
-$33,723.11 
XLC Communication Services Select Sector SPDR Fund
-1.47%
-$14,407.8 
MMM 3M Company
-1.47%
-$4,315.2 
MPC Marathon Petroleum Corporation
-1.46%
-$67,176.24 
TXN Texas Instruments Inc
-1.42%
-$7,266.48 
HD The Home Depot, Inc.
-1.32%
-$11,081.27 
SNDK SanDisk Corporation
-1.26%
-$8,026.92 
ENPH Enphase Energy, Inc.
-1.12%
-$7,239.42 
UGA United States Gasoline Fund, LP
-1.07%
-$10,440.4 
BMY Bristol-Myers Squibb Company
-0.94%
-$2,936.64 
MU Micron Technology, Inc.
-0.89%
-$77,868.88 
GIS General Mills, Inc.
-0.86%
-$1,658.44 
FDL First Trust Morningstar Dividend Leaders Index Fund
-0.81%
-$8,465.72 
WM Waste Management, Inc.
-0.79%
-$2,626.82 
DAL Delta Air Lines, Inc.
-0.74%
-$2,374.78 
XHB SPDR S&P Homebuilders ETF
-0.69%
-$3,721.74 
TDVI FT Vest Technology Dividend Mutual Fund
-0.64%
-$2,133.6 
PSX Phillips 66
-0.59%
-$2,473.36 
AAPL Apple Inc.
-0.58%
-$101,880.52 
SMH VanEck Semiconductor ETF
-0.56%
-$34,478.56 
F Ford Motor Company
-0.56%
-$1,764.56 
KRE SPDR S&P Regional Banking ETF
-0.55%
-$6,754.12 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.54%
-$1,166.94 
SOXX iShares Semiconductor ETF
-0.54%
-$2,597.23 
QCOM QUALCOMM Incorporated
-0.53%
-$1,223.87 
KBE SPDR S&P Bank ETF
-0.52%
-$3,114.54 
DVY iShares Select Dividend ETF
-0.51%
-$1,482.67 
COWZ Pacer US Cash Cows 100 ETF
-0.48%
-$39,112.59 
GNRC Generac Holdings Inc.
-0.46%
-$2,612.19 
MDU MDU Resources Group, Inc.
-0.37%
-$788.13 
ADI Analog Devices, Inc.
-0.36%
-$875.66 
MCD McDonald's Corporation
-0.34%
-$843.19 
CAH Cardinal Health Inc.
-0.32%
-$767.7 
TGT Target Corporation
-0.3%
-$933.23 
GCOW Pacer Global Cash Cows Dividend ETF
-0.29%
-$9,628.19 
RCL Royal Caribbean Group
-0.28%
-$878.48 
BP BP p.l.c. Sponsored ADR
-0.27%
-$879.75 
AMAT Applied Materials, Inc.
-0.27%
-$3,610.83 
NVDA NVIDIA Corporation
-0.27%
-$30,753.76 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$2,099.75 
FTDS First Trust Dividend Strength Fund
-0.25%
-$703.52 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.24%
-$578.2 
COST Costco Wholesale Corporation
-0.23%
-$1,995.18 
FCG First Trust Natural Gas ETF
-0.22%
-$1,018.94 
ALL Allstate Corporation
-0.21%
-$622.79 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.2%
-$7,182.18 
META Meta Platforms Inc Class A
-0.18%
-$2,880.69 
IJS iShares S&P Small-Cap 600 Value ETF
-0.18%
-$1,126.12 
DUK Duke Energy Corporation
-0.16%
-$853.67 
MRVL Marvell Technology, Inc.
-0.16%
-$757.39 
HUBB Hubbell Inc.
-0.16%
-$1,374.06 
VRT Vertiv Holdings Co
-0.16%
-$1,317.08 
TIP iShares TIPS Bond ETF
-0.15%
-$3,917.47 
AVUV Avantis U.S. Small Cap Value ETF
-0.13%
-$577.6 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
-0.13%
-$313.97 
SO The Southern Company
-0.13%
-$656.92 
FCOR Fidelity Corporate Bond ETF
-0.12%
-$1,033.69 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$265.5 
VDE Vanguard Energy ETF
-0.12%
-$317.99 
XLE Energy Select Sector SPDR Fund
-0.12%
-$2,533.95 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.11%
-$3,701.85 
IBM International Business Machines Corporation
-0.1%
-$265.55 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$254.18 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$3,195.66 
VRP Invesco Variable Rate Preferred ETF
-0.07%
-$403.05 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$438.45 
KORP American Century Diversified Corporate Bond ETF
-0.06%
-$230.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.05%
-$293.9 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$249.12 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$211.75 
BSV Vanguard Short-Term Bond ETF
-0.04%
-$1,170.62 
FPEI First Trust Institutional Preferred Securities and Income ETF
-0.03%
-$77.7 
GOVT iShares U.S. Treasury Bond ETF
-0.02%
-$631.95 
MBB iShares MBS ETF
-0.02%
-$92.56 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$182.55 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$92.28 
AXP American Express Company
-0.01%
-$51.8 Events
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Dividends
Dividend Analysis
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| Trades 11599 | Longs Won 6655/11599 57% | Profit Factor 4.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,378.09 |
| Average Win $69,158.41 | Best Trade (Jun 30) $13.63M | Sharpe Ratio -8.88 |
| Average Loss -$22,491.74 | Worst Trade (Dec 30) -$14.04M | Z-Score -10.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 6d | Expectancy $30,093.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 51,716 | $10.63M | $17.5M | - | $6.88M | 64.71% | -0.579% |
| ABBV AbbVie Inc. | 4,822 | $957,561.85 | $1.33M | - | $374,515.65 | 39.11% | +1.406% |
| ABT Abbott Laboratories | 2,571 | $233,292.54 | $255,557.4 | - | $22,264.86 | 9.54% | +0.924% |
| ACWI iShares MSCI ACWI ETF | 28,178 | $3.9M | $4.54M | - | $637,386.36 | 16.35% | +0.751% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,031 | $243,581.08 | $254,372.59 | - | $10,791.51 | 4.43% | +0.397% |
| ADAM Adamas Trust, Inc. | 13,806 | $101,520.6 | $105,684.93 | - | $4,164.33 | 4.1% | +0.065% |
| ADI Analog Devices, Inc. | 606 | $240,685.03 | $245,117.91 | - | $4,432.88 | 1.84% | -0.356% |
| AEP American Electric Power Company, Inc. | 12,252 | $1.58M | $1.5M | - | -$77,705.89 | -4.91% | +0.392% |
| AFMC First Trust Active Factor Mid Cap ETF | 5,194 | $212,019.08 | $210,331.03 | - | -$1,688.05 | -0.8% | +0.484% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,878 | $587,035.07 | $555,941.24 | - | -$31,093.83 | -5.3% | -0.053% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 15,751 | $1.57M | $1.64M | - | $71,474.44 | 4.54% | +0.269% |
| ALL Allstate Corporation | 1,271 | $227,418.05 | $292,507.94 | - | $65,089.89 | 28.62% | -0.212% |
| AMAT Applied Materials, Inc. | 2,655 | $409,278.77 | $1.35M | - | $940,018.78 | 229.68% | -0.267% |
| AMD Advanced Micro Devices, Inc. | 3,522 | $421,725.16 | $2.15M | - | $1.73M | 410.36% | -1.543% |
| AMGN Amgen Inc. | 1,111 | $344,828.51 | $462,703.39 | - | $117,874.88 | 34.18% | +2.217% |
| AMZN Amazon.com Inc | 14,693 | $3.22M | $3.84M | - | $619,897.67 | 19.23% | +2.96% |
| ANET Arista Networks, Inc. | 1,374 | $233,415.12 | $297,649.62 | - | $64,234.5 | 27.52% | +2.683% |
| ARKK ARK Innovation ETF Fund | 6,412 | $493,430.17 | $575,541.12 | - | $82,110.95 | 16.64% | +2.466% |
| ASML ASML Holding N.V. New York Registry Shares | 174 | $189,713.83 | $310,345.53 | - | $120,631.7 | 63.59% | +0.78% |
| ASPI ASP Isotopes Inc. | 14,000 | $71,120 | $36,820 | - | -$34,300 | -48.23% | -7.067% |
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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 - $10.26M. 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 - $14.45M, T-Mobile US, Inc - $7.19M, Lockheed Martin Corporation - $4.25M, 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 $72.95M 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 - $2.11M, PeakShares Sector Rotation ETF - $2.02M, and SPDR S&P 500 ETF Trust - $1.34M. 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.
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