Milena Ivanova Portfolio
Invests via Galilei Investment Office LLP | Managed by Milena Ivanova
Invests via Galilei Investment Office LLP
Managed by Milena Ivanova
Automatically Tracked
Based in Central Europe, Milena Ivanova is an investor and operating executive with cross-border private equity and growth-equity experience across technology and industrials. She has led deal execution, portfolio transformation and strategic capital raises for scaling companies, with outcomes including operational restructuring and exit planning. Previously she worked in investment banking and corporate development and holds degrees blending finance and management from top regional universities.
Based in Central Europe, Milena Ivanova is an investor and operating executive with cross-border private equity and growth-equity experience across technology and industrials. She has led deal execution, portfolio transformation and strategic capital raises for scaling companies, with outcomes including operational restructuring and exit planning. Previously she worked in investment banking and corporate development and holds degrees blending finance and management from top regional universities.
Investment Philosophy & Strategy
Pragmatic growth-oriented investor focused on cross-border technology and industrial opportunities, combining financial rigor with hands-on operational value creation. Prefers minority or control growth-equity stakes where strategic capital, governance upgrades and operational restructuring accelerate scale and margins. Applies a three- to seven-year horizon, disciplined underwriting, scenario-driven downside protection and exit planning via M&A or strategic sale. Emphasizes measurable KPIs, management alignment and staged capital deployment.
Pragmatic growth-oriented investor focused on cross-border technology and industrial opportunities, combining financial rigor with hands-on operational value creation. Prefers minority or control growth-equity stakes where strategic capital, governance upgrades and operational restructuring accelerate scale and margins. Applies a three- to seven-year horizon, disciplined underwriting, scenario-driven downside protection and exit planning via M&A or strategic sale. Emphasizes measurable KPIs, management alignment and staged capital deployment.
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:
28.52%
Gain -0.09%
Monthly
1.26%
Yearly
16.25%
Drawdown
14.21%
$226.41M
Equity
Holdings
$226.41M
Investment
$174.06M
$56.33M
Profit -$220,240.12
Realized
$3.99M
Unrealized
$52.34M
Dividends
$5.78M
Goals
Avg. 72% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$220,240.12
Win %
79%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$220,240.12
Win %
79%
This Month
Compared to last month
Gain
2.04%
Profit
$4.52M
Win %
79%
This Year
Compared to last year
Gain
2.18%
Profit
$4.87M
Win %
81%
GOOGL Alphabet Inc
+6.73%
+$334,803 
S SentinelOne Inc.
+3.59%
+$37,949.94 
META Meta Platforms Inc Class A
+3.28%
+$129,558.97 
MSFT Microsoft Corp.
+3.02%
+$95,135.63 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$10,561.12 
SHEL Shell plc
+1.62%
+$93,962.4 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$54,645.02 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$6,622 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$57,119.69 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$409,740.43 
VOO Vanguard S&P 500 ETF
+0.71%
+$349,475.76 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$18,023.4 
VT Vanguard Total World Stock ETF
+0.26%
+$13,375.43 
BKLN Invesco Senior Loan ETF
+0.05%
+$196 
ICSH iShares Short Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$207,169.48 
GDX VanEck Gold Miners ETF
-3.49%
-$11,462.37 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$58,909.76 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$1,182.75 
NKE Nike, Inc. - Class B
-1.37%
-$9,969.62 
KO The Coca-Cola Company
-1.02%
-$17,619.3 
IWM iShares Russell 2000 ETF
-0.47%
-$6,949.95 
VGK Vanguard FTSE Europe ETF
-0.44%
-$131,445.6 
AXP American Express Company
-0.38%
-$12,666.88 
FDX FedEx Corporation
-0.37%
-$8,151.2 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$19,348.87 
V Visa Inc. Class A
-0.04%
-$609.1 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$5,074.42 Events
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Dividends
Dividend Analysis
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| Trades 71 | Longs Won 56/71 78% | Profit Factor 43.74 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.45M |
| Average Win $1.03M | Best Trade (Aug 10) $14.35M | Sharpe Ratio -9.9 |
| Average Loss -$87,864.57 | Worst Trade (Aug 28) -$639,946.84 | Z-Score 6.81 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 6d | Expectancy $793,445.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.19% |
| Consecutive Losing Trades | 2,577 | 2,320 | 2,062 | 1,804 | 1,546 | 1,289 | 1,031 | 773 | 515 | 258 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,449 | $2.12M | $2.61M | - | $494,181.59 | 23.36% | -7.354% |
| AXP American Express Company | 9,974 | $2.96M | $3.35M | - | $393,574.5 | 13.3% | -0.376% |
| BKLN Invesco Senior Loan ETF | 19,600 | $399,840 | $399,644 | - | -$196 | -0.05% | +0.049% |
| BRK-B Berkshire Hathaway Inc. | 9,690 | $4.39M | $4.96M | - | $564,539.1 | 12.85% | +0.365% |
| BTI British American Tobacco p.l.c. ADR | 56,644 | $2.11M | $3.44M | - | $1.33M | 63% | -1.686% |
| EMXC iShares MSCI Emerging Markets ex China ETF | 58,133 | $3.22M | $5.36M | - | $2.13M | 66.13% | +1.031% |
| FDX FedEx Corporation | 7,088 | $1.61M | $2.18M | - | $573,135.61 | 35.69% | -0.373% |
| FDXF FedEx Freight Holding Company Inc. | 3,544 | $535,144 | $498,038.32 | - | -$37,105.68 | -6.93% | +2.166% |
| GDX VanEck Gold Miners ETF | 4,277 | $322,700 | $316,925.69 | - | -$5,774.31 | -1.79% | -3.49% |
| GOOGL Alphabet Inc | 14,900 | $2.82M | $5.31M | - | $2.49M | 88.13% | +6.734% |
| ICSH iShares Short Treasury Bond ETF | 4,000 | $201,720 | $202,240 | - | $520 | 0.26% | 0.0 |
| IEMG iShares Core MSCI Emerging Markets ETF | 102,000 | $5.4M | $7.92M | - | $2.51M | 46.52% | +0.727% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 253,721 | $13.18M | $13.23M | - | $51,043.58 | 0.39% | -0.038% |
| IWM iShares Russell 2000 ETF | 5,000 | $1.1M | $1.46M | - | $351,200.05 | 31.79% | -0.475% |
| KO The Coca-Cola Company | 19,577 | $1.22M | $1.71M | - | $495,885.43 | 40.68% | -1.017% |
| META Meta Platforms Inc Class A | 7,328 | $4.29M | $4.08M | - | -$211,046.47 | -4.92% | +3.28% |
| MSFT Microsoft Corp. | 6,985 | $2.94M | $3.25M | - | $301,891.2 | 10.25% | +3.019% |
| NKE Nike, Inc. - Class B | 17,189 | $1.3M | $716,953.19 | - | -$583,738.81 | -44.88% | -1.371% |
| NOBL ProShares S&P 500 Dividend Aristocrats ETF | 175,902 | $8.75M | $10.04M | - | $1.29M | 14.69% | -0.192% |
| S SentinelOne Inc. | 57,500 | $1.05M | $1.1M | - | $44,849.94 | 4.27% | +3.587% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Milena Ivanova?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard FTSE Europe ETF - $2.31M, Vanguard S&P 500 ETF - $1.27M, Okta Inc - $977,540, SPDR S&P 500 ETF Trust - $938,009.06, and Shell plc - $914,260.54. 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: The Shell plc ADRhedged Series Precidian Funds LLC Exchange-Traded Fund - $292,753.6, Invesco Senior Loan ETF - $112,252.12, and Meta Platforms Inc Class A - $3,180.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Milena Ivanova's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.78M earned over time. The largest contributors to dividend income include Vanguard FTSE Europe ETF - $1.38M, SPDR S&P 500 ETF Trust - $849,357.05, Vanguard S&P 500 ETF - $818,086.1, iShares 1-5 Year Investment Grade Corporate Bond ETF - $765,968.32, and ProShares S&P 500 Dividend Aristocrats ETF - $420,639.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Milena Ivanova's monthly returns?
Milena Ivanova's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Milena Ivanova's strategy be considered aggressive or moderate?
Milena Ivanova's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Milena Ivanova's strategy?
Milena Ivanova's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
