Dipen Mehta Portfolio
Invests via Invst LLC | Managed by Andrew Renz
Invests via Invst LLC
Managed by Andrew Renz
Automatically Tracked
Dipen Mehta Profile
Dipen Mehta has built a notable career as an investment expert, leveraging extensive knowledge in financial markets to guide various investment strategies. With over two decades of experience, he plays a pivotal role in equity and research management, translating market dynamics into actionable insights for his clients. He serves as the managing director at one of India’s leading asset management firms where his leadership not only drives investment performance but also cultivates deep relationships across the industry. His educational background enhances his analytical capabilities, ensuring sound judgment in capital allocation decisions within highly competitive sectors.
Dipen Mehta has built a notable career as an investment expert, leveraging extensive knowledge in financial markets to guide various investment strategies. With over two decades of experience, he plays a pivotal role in equity and research management, translating market dynamics into actionable insights for his clients. He serves as the managing director at one of India’s leading asset management firms where his leadership not only drives investment performance but also cultivates deep relationships across the industry. His educational background enhances his analytical capabilities, ensuring sound judgment in capital allocation decisions within highly competitive sectors.
Investment Philosophy & Strategy
Equity analysis presents an ongoing opportunity for value extraction, guided by a deep understanding of market fluctuations. Drawing from vast experience, Mehta emphasizes a comprehensive approach that blends rigorous research with strategic foresight. His proactive stance in identifying emerging trends allows for timely capital allocation while navigating the complexities of varying sectors. A distinct focus on fostering client relationships underpins decision-making processes, reflecting both an investor-centric perspective and commitment to long-term wealth creation.
Equity analysis presents an ongoing opportunity for value extraction, guided by a deep understanding of market fluctuations. Drawing from vast experience, Mehta emphasizes a comprehensive approach that blends rigorous research with strategic foresight. His proactive stance in identifying emerging trends allows for timely capital allocation while navigating the complexities of varying sectors. A distinct focus on fostering client relationships underpins decision-making processes, reflecting both an investor-centric perspective and commitment to long-term wealth 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:
73.54%
Gain -0.49%
Monthly
0.83%
Yearly
10.42%
Drawdown
26.41%
$993.45M
Equity
Holdings
$993.45M
Investment
$843.83M
$390.59M
Profit -$3.91M
Realized
$240.97M
Unrealized
$149.62M
Dividends
$102.66M
Goals
Avg. 42.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$3.91M
Win %
64%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$4.68M
Win %
64%
This Month
Compared to last month
Gain
-1.32%
Profit
-$13.31M
Win %
64%
This Year
Compared to last year
Gain
-2.9%
Profit
-$29.69M
Win %
65%
CCI Crown Castle Inc.
+10.16%
+$76,239.18 
CNDT Conduent Inc.
+8.39%
+$134,453.12 
TTMI TTM Technologies, Inc.
+7.46%
+$37,076.79 
PANW Palo Alto Networks, Inc.
+6.23%
+$136,922.74 
HURA TuHURA Biosciences, Inc.
+5.9%
+$5,036.96 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+4.73%
+$72,352.68 
MVIS MicroVision, Inc.
+4.13%
+$79.14 
NBR Nabors Industries Ltd.
+4.09%
+$40,019.53 
VNOM Viper Energy, Inc. Class A Common Stock
+3.88%
+$27,815.43 
COP ConocoPhillips
+3.87%
+$53,625.65 
TWLO Twilio Inc. Class A Common Stock
+3.23%
+$39,442 
LUMN Lumen Technologies, Inc.
+3.14%
+$1,855.7 
MU Micron Technology Inc.
+3.13%
+$56,901.98 
ISRG Intuitive Surgical Inc.
+3.06%
+$26,531.49 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.61%
+$6,759.1 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$59,509.12 
KMI Kinder Morgan Inc.
+2.55%
+$19,727.54 
CVX Chevron Corporation
+2.44%
+$9,483.95 
NYXH Nyxoah SA
+2.4%
+$320.2 
XOM ExxonMobil Holdings Corporation
+2.28%
+$57,150.94 
NEXA Nexa Resources S.A.
+2.06%
+$12,055.91 
SNOW Snowflake Inc. Common Stock
+1.96%
+$5,024.54 
MSM MSC Industrial Direct Co., Inc. Class A
+1.81%
+$15,934.44 
AMLP Alerian MLP ETF
+1.72%
+$21,828.6 
STLD Steel Dynamics, Inc.
+1.64%
+$8,064.38 
AM Antero Midstream Corporation Common Stock
+1.58%
+$11,482.9 
VELO Velo3D Inc.
+1.54%
+$10,352.9 
CF CF Industries Holdings, Inc.
+1.52%
+$9,273.6 
AMD Advanced Micro Devices Inc.
+1.46%
+$9,480.68 
ORCL Oracle Corporation
+1.44%
+$4,519.57 
INTC Intel Corporation
+1.38%
+$3,987.22 
LYB LyondellBasell Industries N.V.
+1.38%
+$6,630.3 
CSCO Cisco Systems, Inc.
+1.34%
+$5,888.16 
VISN Vistance Networks, Inc.
+1.23%
+$5,436.52 
POWL Powell Industries, Inc.
+1.05%
+$16,289.55 
AMAT Applied Materials Inc.
+1.03%
+$3,775.24 
HCA HCA Healthcare, Inc.
+0.96%
+$3,826.32 
BLBD Blue Bird Corporation
+0.92%
+$6,222.84 
ASML ASML Holding N.V. NY Registered Shares
+0.84%
+$6,120.64 
JCI Johnson Controls International plc
+0.8%
+$8,359.62 
SMH VanEck Semiconductor ETF
+0.79%
+$6,702.28 
QCOM QUALCOMM Incorporated
+0.79%
+$1,600.72 
BAI iShares A.I. Innovation and Tech Active ETF
+0.73%
+$46,119.42 
FTV Fortive Corporation
+0.7%
+$6,234.91 
MSFT Microsoft Corporation Common Stock
+0.65%
+$42,667.57 
XLK State Street Technology Select Sector SPDR ETF
+0.53%
+$11,156.94 
LGHT Langar Global HealthTech ETF
+0.53%
+$4,436.11 
MTUM iShares MSCI USA Momentum Factor ETF
+0.5%
+$117,866.06 
STX Seagate Technology Holdings plc
+0.48%
+$809.58 
VGT Vanguard Information Technology ETF
+0.47%
+$2,546.89 
ABBV AbbVie Inc.
+0.4%
+$2,997.58 
SNDK Sandisk Corp.
+0.39%
+$2,270.18 
FRDM Freedom 100 Emerging Markets ETF
+0.38%
+$59,157.12 
BA The Boeing Company
+0.37%
+$955.5 
NOW ServiceNow Inc.
+0.36%
+$1,219.82 
IBM International Business Machines Corporation
+0.36%
+$1,170 
SYK Stryker Corp.
+0.28%
+$1,158.49 
AVGO Broadcom Inc.
+0.27%
+$2,820.83 
LRCX Lam Research Corp.
+0.24%
+$650.73 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.23%
+$1,605.87 
CMI Cummins Inc.
+0.22%
+$833.26 
TFI State Street SPDR Nuveen ICE Municipal Bond ETF
+0.19%
+$6,568.72 
XT iShares Future Exponential Technologies ETF
+0.19%
+$496.8 
HYMB State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.19%
+$537.48 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.18%
+$1,249.65 
IBIT iShares Bitcoin Trust ETF
+0.17%
+$1,528.14 
HODL VanEck Bitcoin ETF
+0.17%
+$646.84 
VTEB Vanguard Tax-Exempt Bond ETF
+0.17%
+$6,350.4 
MPC Marathon Petroleum Corp.
+0.16%
+$2,861.58 
MLN VanEck Long Muni ETF
+0.15%
+$1,325.5 
URNM Sprott Uranium Miners ETF
+0.14%
+$1,814.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.13%
+$2,908.95 
MUB iShares National Muni Bond ETF
+0.13%
+$786.11 
SHM State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
+0.12%
+$532.57 
VTEC Vanguard California Tax-Exempt Bond ETF
+0.11%
+$272.14 
VRT Vertiv Holdings Co Class A Common Stock
+0.11%
+$343.35 
SECU iShares Securitized Income Active ETF
+0.1%
+$546.7 
QQQM Invesco NASDAQ 100 ETF
+0.1%
+$2,444.68 
GPIQ Goldman Sachs Nasdaq-100 Premium Income ETF
+0.09%
+$2,037.75 
IEMG iShares Core MSCI Emerging Markets ETF
+0.09%
+$9,741.29 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
+0.06%
+$116.85 
QQQ Invesco QQQ Trust, Series 1
+0.06%
+$11,806.08 
CSHI NEOS Enhanced Income 1-3 Month T-Bill ETF
+0.05%
+$465.55 
CTAS Cintas Corporation
+0.04%
+$347.82 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$175 
SPMO Invesco S&P 500 Momentum ETF
+0.04%
+$17,097.72 
CME CME Group Inc. Class A Common Stock
+0.04%
+$224.62 
BNDX Vanguard Total International Bond ETF
+0.03%
+$459.13 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$728.45 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$2,177.07 
DFAE Dimensional Emerging Core Equity Market ETF
+0.03%
+$360.75 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$93.75 
BILS State Street SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$62.92 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$283.57 
DFIP Dimensional Inflation-Protected Securities ETF
+0.01%
+$50.34 
DVA DaVita Inc.
+0.01%
+$55.58 
RF Regions Financial Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IALT iShares Systematic Alternatives Active ETF
0%
$0 HIMU
HIMU
0%
$0 G200
G2004J103
0%
$0 CAAP
CAAP
0%
$0 
CRDO Credo Technology Group Holding Ltd
-8.48%
-$157,446.02 
BLMN Bloomin' Brands, Inc.
-8.09%
-$143,955.2 
AXSM Axsome Therapeutics Inc.
-6.48%
-$20,199.78 
CBRE CBRE Group Inc. Class A Common Stock
-5.32%
-$37,035.93 
LNC Lincoln National Corp.
-4.79%
-$69,830.59 
COKE Coca-Cola Consolidated Inc.
-4.44%
-$32,564.01 
PARR Par Pacific Holdings Inc.
-4.14%
-$88,468.04 
HWM Howmet Aerospace Inc.
-4.06%
-$17,984.94 
AXP American Express Company
-3.94%
-$50,721.77 
DAL Delta Air Lines, Inc.
-3.74%
-$50,078.85 
TDG TransDigm Group Inc.
-3.73%
-$8,056.12 
RCL Royal Caribbean Cruises Ltd.
-3.67%
-$6,650.66 
STRL Sterling Infrastructure, Inc.
-3.33%
-$71,258.22 
MFC Manulife Financial Corporation
-3.25%
-$53,428.82 
EAT Brinker International Inc.
-3.21%
-$26,428.54 
LVS Las Vegas Sands Corp.
-3.07%
-$12,397.28 
CLX The Clorox Company
-3%
-$9,892.54 
PG The Procter & Gamble Company
-2.97%
-$42,759.72 
F Ford Motor Co.
-2.89%
-$21,693.6 
HD The Home Depot, Inc.
-2.88%
-$35,088.73 
DCH Dauch Corporation
-2.88%
-$27,777.6 
ORI Old Republic International Corp.
-2.84%
-$23,534.16 
BLK BlackRock, Inc.
-2.76%
-$37,185.35 
QUAD Quad/Graphics, Inc.
-2.67%
-$62,112.18 
IE Ivanhoe Electric Inc.
-2.66%
-$27,891.57 
CSL Carlisle Companies Incorporated
-2.59%
-$22,850.03 
SYF Synchrony Financial
-2.58%
-$26,220.99 
PEP PepsiCo, Inc.
-2.58%
-$13,541.22 
CLS Celestica Inc.
-2.56%
-$69,421 
LLY Eli Lilly and Company
-2.55%
-$288,157.1 
KO The Coca-Cola Company
-2.5%
-$38,801.57 
CAT Caterpillar Inc.
-2.49%
-$16,153.44 
APTV Aptiv PLC
-2.46%
-$8,813.88 
LWLG Lightwave Logic, Inc.
-2.42%
-$2,963.9 
AFL Aflac Incorporated
-2.38%
-$22,605.66 
DEFT DeFi Technologies Inc.
-2.32%
-$107.67 
PFG Principal Financial Group Inc.
-2.32%
-$43,747.8 
CDE Coeur Mining Inc.
-2.27%
-$7,894.22 
RNR RenaissanceRe Holdings Ltd.
-2.24%
-$42,566.87 
PPG PPG Industries, Inc.
-2.24%
-$18,815.61 
LUV Southwest Airlines Co.
-2.21%
-$19,188.69 
BRO Brown & Brown Inc.
-2.2%
-$36,529.36 
GM General Motors Co.
-2.19%
-$22,957.08 
BX Blackstone Inc.
-2.17%
-$4,793.64 
DX Dynex Capital Inc.
-2.08%
-$2,415.23 
MS Morgan Stanley Common Stock
-1.98%
-$3,606.2 
NKE Nike, Inc. Class B Common Stock
-1.98%
-$6,824.04 
MO Altria Group, Inc.
-1.91%
-$6,749.75 
SSRM SSR Mining Inc.
-1.91%
-$12,211.37 
MCD McDonald's Corporation
-1.89%
-$5,008.02 
MRKR Marker Therapeutics, Inc.
-1.87%
-$360 
ALL The Allstate Corporation
-1.86%
-$29,318.1 
FDX FedEx Corp.
-1.82%
-$19,045.94 
EQX Equinox Gold Corp.
-1.79%
-$37,791.61 
TDAY USA TODAY Co., Inc.
-1.78%
-$20,762.87 
KGC Kinross Gold Corporation
-1.74%
-$6,468.91 
RTX RTX Corporation
-1.73%
-$10,420.35 
BEN Franklin Templeton Inc.
-1.73%
-$15,287.8 
JPM JPMorgan Chase & Co.
-1.69%
-$48,637.93 
MXL MaxLinear, Inc.
-1.69%
-$5,804.7 
BN Brookfield Corporation
-1.67%
-$17,340.8 
JNJ Johnson & Johnson
-1.59%
-$7,708.9 
MRK Merck & Co., Inc.
-1.56%
-$5,393.27 
FNF Fidelity National Financial, Inc.
-1.53%
-$9,685.66 
C Citigroup Inc.
-1.45%
-$17,041.78 
BALL Ball Corporation
-1.41%
-$10,962.84 
WMT Walmart Inc.
-1.41%
-$25,119.9 
XLF State Street Financial Select Sector SPDR ETF
-1.4%
-$38,044.03 
GTN Gray Media Inc.
-1.38%
-$38,285 
GS The Goldman Sachs Group, Inc.
-1.35%
-$23,273.04 
SLV iShares Silver Trust
-1.35%
-$3,865.64 
AMGN Amgen Inc. Common Stock
-1.31%
-$4,359.25 
V Visa Inc. Class A
-1.3%
-$13,390.82 
WEC WEC Energy Group Inc.
-1.3%
-$8,722.73 
COST Costco Wholesale Corp
-1.24%
-$25,264.02 
WPC W. P. Carey Inc.
-1.24%
-$7,855.2 
NLY Annaly Capital Management, Inc.
-1.23%
-$8,463.6 
XLI State Street Industrial Select Sector SPDR ETF
-1.22%
-$18,270 
EQIX Equinix, Inc.
-1.2%
-$2,706.92 
CRM Salesforce, Inc.
-1.19%
-$15,781.64 
NFLX Netflix Inc.
-1.19%
-$13,592.85 
B BARRICK MINING CORP Common Stock (ABR0)
-1.19%
-$4,873.24 
RDVY First Trust Rising Dividend Achievers ETF
-1.18%
-$119,490.92 
SBUX Starbucks Corp.
-1.14%
-$12,012.96 
NJR New Jersey Resources Corporation
-1.14%
-$8,253.91 
XBI State Street SPDR S&P Biotech ETF
-1.13%
-$3,090.43 
MAR Marriott International, Inc. Class A Common Stock
-1.1%
-$17,504.36 
NVO Novo Nordisk A/S Sponsored ADR
-1.09%
-$6,797.01 
SDY State Street SPDR S&P Dividend ETF
-1.09%
-$3,229.44 
UNH UnitedHealth Group Inc.
-1.09%
-$17,426.64 
WAT Waters Corporation
-1.07%
-$9,711.2 
TSLA Tesla, Inc.
-1.03%
-$15,470.84 
XLU State Street Utilities Select Sector SPDR ETF
-1.01%
-$2,081.04 
TM Toyota Motor Corporation Sponsored ADR
-1%
-$6,114.24 
BRK-B Berkshire Hathaway Inc.
-0.97%
-$22,662.36 
UNFI United Natural Foods Inc.
-0.95%
-$8,673.3 
LAMR Lamar Advertising Company Class A
-0.94%
-$7,920.96 
VPU Vanguard Utilities ETF
-0.94%
-$2,157.6 
PAVE Global X U.S. Infrastructure Development ETF
-0.93%
-$12,188.53 
BAC Bank of America Corporation
-0.93%
-$10,561.15 
IXJ iShares Global Healthcare ETF
-0.91%
-$15,210.67 
ED Consolidated Edison Inc.
-0.9%
-$7,813.05 
CPRT Copart, Inc.
-0.89%
-$8,433.36 
AJG Arthur J. Gallagher & Co.
-0.88%
-$11,629.79 
KEY KeyCorp
-0.87%
-$6,767.48 
VIG Vanguard Dividend Appreciation ETF
-0.86%
-$10,613.07 
DGRO iShares Core Dividend Growth ETF
-0.85%
-$11,555.92 
MELI MercadoLibre Inc.
-0.84%
-$3,039.72 
RBA RB Global Inc.
-0.83%
-$7,527.8 
SPHQ Invesco S&P 500 Quality ETF
-0.8%
-$18,193.85 
PNW Pinnacle West Capital Corporation
-0.8%
-$5,790.2 
D Dominion Energy, Inc.
-0.8%
-$5,828.16 
DUK Duke Energy Corporation
-0.78%
-$2,843.96 
REM iShares Mortgage Real Estate ETF
-0.78%
-$7,775.6 
IAU iShares Gold Trust
-0.77%
-$15,422.2 
DUHP Dimensional US High Profitability ETF
-0.77%
-$96,423.93 
OUNZ VanEck Merk Gold Trust
-0.76%
-$5,322.39 
IEUR iShares Core MSCI Europe ETF
-0.76%
-$11,487.84 
GLD SPDR Gold Shares
-0.75%
-$14,100.16 
OUT OUTFRONT Media Inc.
-0.75%
-$5,948.79 
RSP Invesco S&P 500 Equal Weight ETF
-0.75%
-$13,590.94 
GOOGL Alphabet Inc
-0.75%
-$39,666.22 
EFG iShares MSCI EAFE Growth ETF
-0.74%
-$60,879.28 
INCY Incyte Corp.
-0.74%
-$3,825.89 
CWEN Clearway Energy Inc. Class C Common Stock
-0.73%
-$4,229.01 
O Realty Income Corp.
-0.73%
-$4,695.31 
BDX Becton, Dickinson and Company
-0.72%
-$9,897.12 
PM Philip Morris International Inc.
-0.7%
-$6,647.07 
JEPI JPMorgan Equity Premium Income ETF
-0.69%
-$18,022.67 
EWJ iShares MSCI Japan ETF
-0.69%
-$5,370.3 
VTV Vanguard Morningstar Value ETF
-0.67%
-$22,757.44 
IVE iShares S&P 500 Value ETF
-0.66%
-$99,203.28 
VYM Vanguard High Dividend Yield ETF
-0.66%
-$3,630.99 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.66%
-$60,155.59 
FDXF FedEx Freight Holding Company, Inc.
-0.66%
-$1,255.6 
DFAI Dimensional International Core Equity Market ETF
-0.65%
-$20,940.66 
EFA iShares MSCI EAFE ETF
-0.64%
-$1,582.68 
IEFA iShares Core MSCI EAFE ETF
-0.63%
-$22,880.49 
META Meta Platforms Inc Class A
-0.63%
-$28,395.5 
ISOU IsoEnergy Ltd.
-0.62%
-$11,768.85 
IJH iShares Core S&P Mid-Cap ETF
-0.62%
-$10,715.4 
GOOG Alphabet Inc
-0.62%
-$26,154.35 
KLAC KLA Corporation
-0.62%
-$1,034.67 
ACGL Arch Capital Group Ltd.
-0.61%
-$6,645.62 
W Wayfair Inc. Class A Common Stock
-0.61%
-$6,162.39 
IUSV iShares Core S&P U.S. Value ETF
-0.6%
-$1,606.5 
VB Vanguard Small-Cap ETF
-0.6%
-$3,442.72 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.6%
-$1,260.52 
VBR Vanguard Small-Cap Value ETF
-0.59%
-$2,124.68 
AMZN Amazon.com Inc
-0.58%
-$50,498.55 
DFAS Dimensional U.S. Small Cap ETF
-0.58%
-$81,673.46 
AAPL Apple Inc.
-0.58%
-$81,701.74 
ATEC Alphatec Holdings, Inc.
-0.57%
-$10,307.05 
DFAU Dimensional U.S. Core Equity Market ETF
-0.56%
-$59,781.46 
DIS The Walt Disney Company
-0.55%
-$10,965.62 
MTB M&T Bank Corporation
-0.54%
-$4,794 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.52%
-$83,166.56 
IVV iShares Core S&P 500 ETF
-0.51%
-$317,184.76 
OHI Omega Healthcare Investors Inc.
-0.51%
-$3,426.77 
SCHD Schwab U.S. Dividend Equity ETF
-0.51%
-$6,935.22 
SPY State Street SPDR S&P 500 ETF Trust
-0.5%
-$47,351.15 
VEA Vanguard FTSE Developed Markets ETF
-0.5%
-$59,399 
FN Fabrinet
-0.5%
-$2,260.98 
BLCR iShares Large Cap Core Active ETF
-0.5%
-$31,264.56 
EFV iShares MSCI EAFE Value ETF
-0.49%
-$23,370.24 
SCHF Schwab International Equity ETF
-0.48%
-$101,204.61 
VOO Vanguard S&P 500 ETF
-0.46%
-$10,782.69 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.46%
-$5,225.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$8,283.86 
FHN First Horizon Corporation
-0.45%
-$3,862.74 
EUHY iShares € High Yield Corp Bond UCITS ETF
-0.44%
-$2,274.3 
IWR iShares Russell Mid-Cap ETF
-0.44%
-$2,775.36 
IJR iShares Core S&P Small-Cap ETF
-0.43%
-$9,438 
HDV iShares Core High Dividend ETF
-0.43%
-$2,777.71 
BALI iShares U.S. Large Cap Premium Income Active ETF
-0.42%
-$6,524.56 
IDEF iShares Defense Industrials Active ETF
-0.42%
-$21,558.75 
VTI Vanguard Total Stock Market ETF
-0.41%
-$236,932.08 
GPIX Goldman Sachs S&P 500 Premium Income ETF
-0.4%
-$15,199.42 
APP AppLovin Corporation Class A Common Stock
-0.39%
-$1,597.01 
IWM iShares Russell 2000 ETF
-0.39%
-$1,202.05 
VXUS Vanguard Total International Stock ETF
-0.39%
-$1,515.84 
FNDF Schwab Fundamental International Equity ETF
-0.38%
-$4,484.58 
DFIV Dimensional International Value ETF
-0.36%
-$766.29 
CORO iShares International Country Rotation Active ETF
-0.35%
-$19,883.75 
IUSG iShares Core S&P U.S. Growth ETF
-0.34%
-$927.36 
AGX Argan Inc.
-0.34%
-$4,174.69 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.33%
-$75,095.8 
BLV Vanguard Long-Term Bond ETF
-0.33%
-$1,089.4 
SUNB Sunbelt Rentals Holdings Inc.
-0.32%
-$2,234.31 
VBK Vanguard Small-Cap Growth ETF
-0.32%
-$1,656.35 
BDYN iShares Dynamic Equity Active ETF
-0.31%
-$34,550.02 
IVW iShares S&P 500 Growth ETF
-0.3%
-$50,156.53 
VUG Vanguard Morningstar Growth ETF
-0.3%
-$1,767.22 
NVDA NVIDIA Corporation
-0.3%
-$35,109.83 
DHI D.R. Horton, Inc.
-0.29%
-$2,543.62 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.29%
-$979.62 
TLH iShares 10-20 Year Treasury Bond ETF
-0.28%
-$17,500.05 
THRO iShares U.S. Thematic Rotation Active ETF
-0.26%
-$12,349.97 
VWO Vanguard FTSE Emerging Markets ETF
-0.25%
-$18,641.14 
SCHE Schwab Emerging Markets Equity ETF
-0.24%
-$23,126.37 
VNQ Vanguard Real Estate ETF
-0.24%
-$992.64 
FALN iShares Fallen Angels USD Bond ETF
-0.21%
-$589.49 
IWF iShares Russell 1000 Growth ETF
-0.2%
-$969.58 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.2%
-$72,068.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.2%
-$38,233.44 
IGEB iShares Investment Grade Systematic Bond ETF
-0.2%
-$1,748.7 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.19%
-$37,598.36 
VLUE iShares MSCI USA Value Factor ETF
-0.19%
-$2,765.24 
ETN Eaton Corporation plc
-0.19%
-$623.75 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$4,418.85 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.17%
-$7,597.2 
SYSB iShares Systematic Bond ETF
-0.16%
-$1,613.5 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$1,148.85 
BND Vanguard Total Bond Market ETF
-0.15%
-$357.42 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$40,042.54 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.14%
-$750.86 
AES The AES Corporation
-0.13%
-$991.44 
TFC Truist Financial Corporation
-0.13%
-$1,007.5 
VRP Invesco Variable Rate Preferred ETF
-0.13%
-$987.24 
FBND Fidelity Total Bond ETF
-0.12%
-$255.81 
CWB SPDR Bloomberg Convertible Securities ETF
-0.12%
-$363.86 
JCPB JPMorgan Core Plus Bond ETF
-0.12%
-$22,112.75 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$245.41 
SKOR FlexShares Credit-Scored US Corporate Bond Index Fund
-0.12%
-$1,150.31 
CVSA Covista Inc.
-0.11%
-$862.05 
BINC iShares Flexible Income Active ETF
-0.11%
-$4,384.44 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.11%
-$5,876.68 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.1%
-$270.43 
AMCR Amcor plc
-0.1%
-$703.93 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$473.5 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$6,338.76 
IEF iShares 7-10 Year Treasury Bond ETF
-0.08%
-$1,221.15 
BKLN Invesco Senior Loan ETF
-0.07%
-$773.6 
DFGR Dimensional Global Real Estate ETF
-0.07%
-$271.64 
SCHH Schwab U.S. REIT ETF
-0.07%
-$209.07 
JPIE JPMorgan Income ETF
-0.04%
-$1,863.34 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$719.91 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$3,525.03 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$91.58 
CLOA iShares AAA CLO Active ETF
-0.01%
-$66.29 
MBB iShares MBS ETF
-0.01%
-$444.55 Events
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Dividends
Dividend Analysis
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| Trades 5981 | Longs Won 3791/5981 63% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $441,091.01 |
| Average Win $138,510.71 | Best Trade (Oct 21) $15.68M | Sharpe Ratio -27.99 |
| Average Loss -$61,417.37 | Worst Trade (Dec 30) -$5.36M | Z-Score -1 (68.06%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $65,305.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,749 | $6.36M | $14.11M | - | $7.75M | 121.74% | -0.576% |
| ABBV AbbVie Inc. | 2,618 | $520,536.46 | $749,625 | - | $229,088.54 | 44.01% | +0.401% |
| ACGL Arch Capital Group Ltd. | 10,633 | $1.02M | $1.09M | - | $64,595.47 | 6.33% | -0.609% |
| AES The AES Corporation | 49,572 | $698,469.48 | $740,853.54 | - | $42,384.06 | 6.07% | -0.134% |
| AFL Aflac Incorporated | 7,689 | $843,967.35 | $925,217.37 | - | $81,250.02 | 9.63% | -2.385% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,134 | $211,751.56 | $204,874.67 | - | -$6,876.89 | -3.25% | -0.12% |
| AGX Argan Inc. | 3,778 | $598,863.87 | $1.24M | - | $644,834.84 | 107.68% | -0.335% |
| AJG Arthur J. Gallagher & Co. | 4,866 | $1.12M | $1.31M | - | $189,871.27 | 17% | -0.882% |
| ALL The Allstate Corporation | 6,070 | $1.27M | $1.54M | - | $269,279.45 | 21.13% | -1.864% |
| AM Antero Midstream Corporation Common Stock | 35,332 | $805,569.6 | $739,675.42 | - | -$65,894.18 | -8.18% | +1.577% |
| AMAT Applied Materials Inc. | 973 | $350,097.33 | $369,214.58 | - | $19,117.25 | 5.46% | +1.033% |
| AMCR Amcor plc | 15,643 | $621,809.25 | $723,254.1 | - | $101,444.85 | 16.31% | -0.097% |
| AMD Advanced Micro Devices Inc. | 1,276 | $138,043.85 | $657,599.36 | - | $519,555.51 | 376.37% | +1.463% |
| AMGN Amgen Inc. Common Stock | 742 | $229,344.9 | $327,522.51 | - | $98,177.61 | 42.81% | -1.313% |
| AMLP Alerian MLP ETF | 24,254 | $1.14M | $1.29M | - | $156,260.21 | 13.76% | +1.719% |
| AMZN Amazon.com Inc | 34,470 | $6.2M | $8.58M | - | $2.38M | 38.47% | -0.585% |
| APP AppLovin Corporation Class A Common Stock | 1,543 | $318,706.96 | $406,187.03 | - | $87,480.07 | 27.45% | -0.392% |
| APTV Aptiv PLC | 8,161 | $480,030.02 | $348,719.53 | - | -$131,310.49 | -27.35% | -2.465% |
| ASML ASML Holding N.V. NY Registered Shares | 467 | $311,077.13 | $734,892.82 | - | $423,815.69 | 136.24% | +0.84% |
| ATEC Alphatec Holdings, Inc. | 158,570 | $995,760.13 | $1.79M | - | $795,288.02 | 79.87% | -0.572% |
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FAQ
Which stocks have generated the highest profits for Dipen Mehta?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $43.39M, Schwab U.S. Large-Cap Growth ETF - $17.71M, iShares MSCI USA Momentum Factor ETF - $16.16M, Invesco QQQ Trust, Series 1 - $12.43M, and iShares MSCI EAFE Value ETF - $10.28M. 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: Alphabet Inc - $3.66M, iShares Core S&P Mid-Cap ETF - $3.36M, Alphabet Inc - $3.04M, State Street SPDR S&P 600 Small Cap Value ETF - $2.28M, and iShares 20+ Year Treasury Bond ETF - $1.76M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dipen Mehta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $102.66M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $5.04M, iShares Core Universal USD Bond ETF - $4.37M, iShares iBoxx $ High Yield Corporate Bond ETF - $4.28M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $4.05M, and JPMorgan Ultra-Short Income ETF - $3.7M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dipen Mehta's monthly returns?
Dipen Mehta'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 Dipen Mehta's strategy be considered aggressive or moderate?
Dipen Mehta'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 Dipen Mehta's strategy?
Dipen Mehta'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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