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:
65.88%
Gain -0.23%
Monthly
0.86%
Yearly
10.86%
Drawdown
26.41%
$1.02B
Equity
Holdings
$1.02B
Investment
$843.83M
$412.71M
Profit -$2M
Realized
$240.99M
Unrealized
$171.72M
Dividends
$101.05M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$2M
Win %
67%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$10.54M
Win %
67%
This Month
Compared to last month
Gain
-0.6%
Profit
-$6.08M
Win %
67%
This Year
Compared to last year
Gain
-0.74%
Profit
-$7.58M
Win %
67%
F Ford Motor Company
+3.27%
+$27,667.2 
APP AppLovin Corporation Class A Common Stock
+3.25%
+$15,283.42 
AAPL Apple Inc.
+3.16%
+$406,267.53 
GM General Motors Company
+2.45%
+$27,765.2 
ISRG Intuitive Surgical, Inc.
+2.36%
+$16,288.22 
PM Philip Morris International Inc.
+2.08%
+$18,115.47 
TWLO Twilio Inc.
+2.06%
+$22,510.8 
APTV Aptiv PLC
+1.86%
+$6,773.63 
MELI MercadoLibre, Inc.
+1.52%
+$5,663.7 
HURA TuHURA Biosciences, Inc.
+1.49%
+$1,275.18 
ABBV AbbVie Inc.
+1.37%
+$9,032.1 
MFC Manulife Financial Corporation
+1.28%
+$19,788.45 
MO Altria Group, Inc.
+1.19%
+$3,770.55 
PARR Par Pacific Holdings Inc.
+1.05%
+$23,182.89 
PANW Palo Alto Networks, Inc.
+1.01%
+$21,046 
RNR Renaissancere Holdings Ltd.
+0.83%
+$13,988.13 
MRKR Marker Therapeutics, Inc.
+0.83%
+$180 
QCOM QUALCOMM Incorporated
+0.8%
+$1,659.57 
XOM Exxon Mobil Corporation
+0.79%
+$18,114.18 
DIS The Walt Disney Company
+0.73%
+$13,421.92 
TM Toyota Motor Corporation
+0.7%
+$4,122.48 
GOOGL Alphabet Inc
+0.67%
+$36,306.07 
GOOG Alphabet Inc
+0.64%
+$27,939.15 
PFG Principal Financial Group, Inc.
+0.64%
+$12,595.94 
COP ConocoPhillips
+0.63%
+$8,239.12 
FDX FedEx Corporation
+0.62%
+$6,558.58 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.61%
+$1,571.42 
GTN Gray Television, Inc.
+0.52%
+$14,725 
LUMN Lumen Technologies Inc.
+0.51%
+$463.93 
KO The Coca-Cola Company
+0.48%
+$6,914.32 
FHN First Horizon Corporation
+0.35%
+$3,126.98 
C Citigroup Inc.
+0.32%
+$4,224.44 
ORI Old Republic International Corp.
+0.32%
+$2,683.72 
MSM MSC Industrial Direct Co., Inc.
+0.3%
+$2,772.91 
VISN Vistance Networks, Inc.
+0.28%
+$1,319.26 
MTB M&T Bank Corporation
+0.22%
+$2,117.35 
D Dominion Energy, Inc.
+0.2%
+$1,457.04 
IALT iShares Systematic Alternatives Active ETF
+0.15%
+$8,300.83 
PG Procter & Gamble Co
+0.15%
+$1,868.57 
LNC Lincoln National Corporation
+0.15%
+$2,304.05 
TDG TransDigm Group Inc.
+0.09%
+$192.31 
TDAY USA TODAY Co., Inc.
+0.08%
+$830.51 
PEP PepsiCo, Inc.
+0.07%
+$378.5 
LLY Eli Lilly and Company
+0.07%
+$6,914.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$335.18 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$43.75 
RTX RTX Corporation
+0.01%
+$61.87 
TFC Truist Financial Corporation
+0.01%
+$77.5 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$306.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CSHI Neos Enhanced Income Cash Alternative ETF
0%
$0 HIMU
HIMU
0%
$0 G200
G2004J103
0%
$0 CAAP
CAAP
0%
$0 
DEFT Defi Technologies Inc.
-9.45%
-$637.14 
NEXA Nexa Resources S.A.
-7.05%
-$52,679.08 
ISOU IsoEnergy Ltd.
-6.64%
-$187,124.71 
VRT Vertiv Holdings Co
-5.58%
-$23,985.45 
SLV iShares Silver Trust
-5.41%
-$19,095.71 
EQX Equinox Gold Corp.
-5.14%
-$134,824.14 
LRCX Lam Research Corporation
-5.1%
-$18,719.82 
INTC Intel Corporation
-4.92%
-$17,655.28 
IE Ivanhoe Electric Inc.
-4.91%
-$71,057.1 
ORCL Oracle Corporation
-4.63%
-$18,677.56 
KGC Kinross Gold Corporation
-4.5%
-$22,272.72 
MU Micron Technology, Inc.
-4.49%
-$97,958.88 
VELO Velo3D, Inc.
-4.08%
-$46,070.4 
URNM Sprott Uranium Miners ETF
-4.01%
-$69,100.68 
SSRM Ssr Mining Inc.
-3.83%
-$31,615.2 
BLMN Bloomin' Brands Inc.
-3.82%
-$59,836.8 
CPRT Copart Inc.
-3.62%
-$37,593.32 
CRDO Credo Technology Group Holding Ltd.
-3.41%
-$65,236.6 
FN Fabrinet
-3.28%
-$19,633.32 
MXL MaxLinear Inc.
-3.24%
-$12,242.64 
SNDK SanDisk Corporation
-3.16%
-$26,011.9 
AMD Advanced Micro Devices, Inc.
-3.12%
-$20,754.66 
KLAC KLA Corporation
-3.01%
-$6,264.87 
CDE Coeur Mining, Inc.
-3%
-$15,788.43 
IBM International Business Machines Corporation
-2.85%
-$8,879 
ATEC Alphatec Holdings Inc.
-2.78%
-$39,642.5 
DCH Dauch Corporation
-2.75%
-$38,065.6 
NLY Annaly Capital Management, Inc.
-2.74%
-$23,321.92 
SYF Synchrony Financial
-2.68%
-$27,978.12 
AMAT Applied Materials, Inc.
-2.65%
-$12,111.42 
BAI iShares A.I. Innovation and Tech Active ETF
-2.65%
-$187,604.4 
B BARRICK MINING CORP Common Stock (ABR0)
-2.6%
-$12,289.04 
FTV Fortive Corporation
-2.6%
-$21,525.25 
BX Blackstone Inc.
-2.5%
-$5,982.77 
REM iShares Mortgage Real Estate ETF
-2.5%
-$30,797.12 
AM Antero Midstream Corporation
-2.43%
-$19,609.26 
DHI D.R. Horton, Inc.
-2.43%
-$20,169.45 
CLS Celestica Inc.
-2.37%
-$79,632.82 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.25%
-$17,473.4 
NVDA NVIDIA Corporation
-2.24%
-$279,202.29 
CSL Carlisle Companies Inc.
-2.23%
-$18,825 
FRDM Freedom 100 Emerging Markets ETF
-2.23%
-$394,380.8 
W Wayfair Inc.
-2.23%
-$19,916.13 
AMGN Amgen Inc.
-2.2%
-$6,396.03 
STRL Sterling Infrastructure, Inc.
-2.2%
-$62,623.97 
PPG PPG Industries Inc.
-2.2%
-$17,514.13 
CF CF Industries Holdings, Inc.
-2.14%
-$15,198.4 
SMH VanEck Semiconductor ETF
-2.13%
-$19,751.45 
PLTR Palantir Technologies Inc.
-2.1%
-$83,300.38 
DFAE Dimensional Emerging Core Equity Market ETF
-2.07%
-$30,303 
DX Dynex Capital Inc.
-2.03%
-$2,730.26 
CCI Crown Castle Inc.
-2.02%
-$14,467.36 
POWL Powell Industries Inc.
-2%
-$36,984.45 
NKE Nike, Inc. - Class B
-1.99%
-$6,689.35 
BDX Becton, Dickinson and Company
-1.96%
-$24,261.69 
HWM Howmet Aerospace Inc.
-1.95%
-$10,414.76 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$243,052.68 
MRK Merck & Co., Inc.
-1.94%
-$6,709.25 
STX Seagate Technology Holdings plc
-1.93%
-$4,483.58 
INCY Incyte Corporation
-1.93%
-$10,731.52 
ASML ASML Holding N.V. New York Registry Shares
-1.86%
-$15,009.38 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-1.82%
-$3,645.72 
CVSA Adtalem Global Education Inc.
-1.78%
-$12,873.28 
OUNZ VanEck Merk Gold Trust
-1.77%
-$13,531.5 
GLD SPDR Gold Shares
-1.75%
-$35,757.65 
IAU iShares Gold Trust
-1.72%
-$37,757.8 
HD The Home Depot, Inc.
-1.71%
-$19,785.08 
SPMO Invesco S&P 500 Momentum ETF
-1.71%
-$733,777.15 
MTUM iShares MSCI USA Momentum Factor ETF
-1.67%
-$423,584.1 
EQIX Equinix, Inc.
-1.64%
-$4,040.32 
PAVE Global X U.S. Infrastructure Development ETF
-1.64%
-$22,349 
LWLG Lightwave Logic Inc.
-1.61%
-$2,519.32 
XBI SPDR S&P Biotech ETF
-1.61%
-$4,613.12 
STLD Steel Dynamics Inc.
-1.59%
-$7,879.68 
CWEN Clearway Energy Inc.
-1.59%
-$9,377.37 
FNF Fidelity National Financial, Inc.
-1.57%
-$10,677.1 
META Meta Platforms Inc Class A
-1.53%
-$70,149.82 
SYK Stryker Corporation
-1.52%
-$5,744.49 
BN Brookfield Corporation
-1.48%
-$15,444.15 
LVS Las Vegas Sands Corp.
-1.47%
-$7,028.81 
ETN Eaton Corporation plc
-1.46%
-$5,496.32 
VWO Vanguard FTSE Emerging Markets ETF
-1.45%
-$117,838.63 
SCHE Schwab Emerging Markets Equity ETF
-1.44%
-$145,560.12 
IBIT iShares Bitcoin Trust
-1.43%
-$12,129.77 
HODL VanEck Bitcoin ETF
-1.42%
-$5,093.86 
JCI Johnson Controls International plc
-1.42%
-$15,032.65 
XES SPDR S&P Oil & Gas Equipment & Services ETF
-1.38%
-$24,949.2 
CSCO Cisco Systems, Inc.
-1.34%
-$6,117.84 
NYXH Nyxoah SA
-1.32%
-$325.08 
VBK Vanguard Small-Cap Growth ETF
-1.3%
-$6,986.5 
RBA Rb Global Inc.
-1.28%
-$11,184.16 
CBRE CBRE Group Inc.
-1.28%
-$9,471.21 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$27,489.78 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$159,258.17 
SCHQ Schwab Long-Term U.S. Treasury ETF
-1.26%
-$4,321.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$5,187.02 
CAT Caterpillar Inc.
-1.25%
-$9,404.4 
CWB SPDR Bloomberg Convertible Securities ETF
-1.25%
-$4,081.56 
BLV Vanguard Long-Term Bond ETF
-1.24%
-$4,104.27 
TLH iShares 10-20 Year Treasury Bond ETF
-1.23%
-$76,481.7 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$102,387.88 
BLCR iShares Large Cap Core ACT ETF
-1.2%
-$77,510.05 
CORO Ishares International Country Rotational Active ETF
-1.19%
-$69,990.8 
MPC Marathon Petroleum Corporation
-1.18%
-$18,174.9 
SCHF Schwab International Equity ETF
-1.15%
-$253,011.52 
TSLA Tesla, Inc.
-1.15%
-$16,873.68 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$17,462.68 
GS The Goldman Sachs Group, Inc.
-1.1%
-$22,023.69 
OUT OUTFRONT Media Inc.
-1.08%
-$7,847.34 
BALL Ball Corp.
-1.08%
-$7,662.2 
MLN VanEck Long Muni ETF
-1.07%
-$9,543.6 
KMI Kinder Morgan, Inc.
-1.07%
-$7,684.56 
NVO Novo Nordisk A/S Sponsored ADR
-1.04%
-$7,350.26 
DVA DaVita Inc.
-1.04%
-$10,571.6 
FNDF Schwab Fundamental International Large Company Index ETF
-1.03%
-$12,578.7 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$200,703.36 
QQQM Invesco NASDAQ 100 ETF
-1.01%
-$26,117.04 
MS Morgan Stanley
-1.01%
-$2,153.84 
IWM iShares Russell 2000 ETF
-1.01%
-$3,272.23 
CMI Cummins Inc.
-1.01%
-$4,158.97 
VB Vanguard Small-Cap ETF
-1%
-$5,860.55 
TTMI TTM Technologies, Inc.
-0.98%
-$8,208.03 
BLBD Blue Bird Corporation
-0.96%
-$7,213.71 
VGT Vanguard Information Technology ETF
-0.95%
-$5,277.35 
CLX The Clorox Company
-0.95%
-$3,161.15 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.95%
-$2,747.12 
CNDT Conduent Inc.
-0.94%
-$16,134.37 
MVIS Microvision Inc.
-0.93%
-$25.2 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$16,549.34 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.93%
-$212,227.27 
LAMR Lamar Advertising Company
-0.92%
-$7,332.24 
UNH UnitedHealth Group Incorporated
-0.92%
-$13,635.78 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$4,484.8 
O Realty Income Corporation
-0.91%
-$6,159.34 
RDVY First Trust Rising Dividend Achievers ETF
-0.91%
-$92,796.14 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$33,570.56 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.9%
-$20,581.28 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$20,055.75 
IEUR iShares Core MSCI Europe ETF
-0.89%
-$13,949.52 
VNQ Vanguard Real Estate ETF
-0.87%
-$3,722.4 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$28,308.67 
EFA iShares MSCI EAFE ETF
-0.85%
-$2,182.18 
IEF iShares 7-10 Year Treasury Bond ETF
-0.85%
-$12,781.37 
BLK BlackRock, Inc.
-0.84%
-$10,665 
IWR iShares Russell Mid-Cap ETF
-0.84%
-$5,319.44 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.83%
-$28,206.83 
XLI Industrial Select Sector SPDR Fund
-0.83%
-$12,779.91 
CTAS Cintas Corporation
-0.82%
-$5,738.7 
DUHP Dimensional US High Profitability ETF
-0.82%
-$102,357.71 
DAL Delta Air Lines, Inc.
-0.82%
-$10,894.05 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.82%
-$44,842.2 
XT iShares Future Exponential Technologies ETF
-0.81%
-$2,049.3 
VO Vanguard Mid-Cap ETF
-0.81%
-$1,713 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$137,012.96 
MBB iShares MBS ETF
-0.8%
-$65,348.11 
DFCF Dimensional Core Fixed Income ETF
-0.79%
-$19,148.35 
FDXF FedEx Freight Holding Company Inc.
-0.79%
-$1,685.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.78%
-$156,119.88 
IUSG iShares Core S&P U.S. Growth ETF
-0.78%
-$2,170.91 
VPU Vanguard Utilities ETF
-0.77%
-$1,773.2 
AVGO Broadcom Inc.
-0.76%
-$9,118.4 
DFGR Dimensional Global Real Estate ETF
-0.75%
-$2,920.13 
SCHH Schwab U.S. REIT ETF
-0.75%
-$2,440.54 
SPHQ Invesco S&P 500 Quality ETF
-0.75%
-$17,243.42 
SYSB iShares Systematic Bond ETF
-0.75%
-$7,491.25 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$17,259.77 
IGEB iShares Investment Grade Corporate Bond ETF
-0.74%
-$6,686.23 
AMLP Alerian MLP ETF
-0.73%
-$9,944.14 
BDYN iShares Dynamic Equity Active ETF
-0.73%
-$83,288.04 
DFAS Dimensional U.S. Small Cap ETF
-0.73%
-$103,867.34 
MUB iShares National Muni Bond ETF
-0.72%
-$4,535.25 
VTEB Vanguard Tax-Exempt Bond ETF
-0.71%
-$27,386.1 
XLU Utilities Select Sector SPDR Fund
-0.7%
-$1,435.2 
FBND Fidelity Total Bond ETF
-0.7%
-$1,441.81 
UNFI United Natural Foods Inc.
-0.69%
-$5,974.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$2,504.88 
QUAD Quad Graphics Inc.
-0.69%
-$16,722.51 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.69%
-$1,645.21 
WPC W. P. Carey Inc.
-0.69%
-$4,713.12 
VTV Vanguard Value ETF
-0.67%
-$22,607.72 
SBUX Starbucks Corporation
-0.67%
-$6,938.52 
RSP Invesco S&P 500 Equal Weight ETF
-0.67%
-$11,923.34 
IUSB iShares Core Universal USD Bond ETF
-0.67%
-$184,811.7 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$5,106 
BEN Franklin Resources Inc.
-0.66%
-$6,311.48 
BND Vanguard Total Bond Market Index Fund
-0.66%
-$1,609.75 
MAR Marriott International Inc. - Class A
-0.66%
-$8,777.95 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$1,355.09 
JCPB JPMorgan Core Plus Bond ETF
-0.66%
-$120,615 
ALL Allstate Corporation
-0.65%
-$9,954.8 
DUK Duke Energy Corporation
-0.64%
-$2,234.54 
FALN iShares Fallen Angels USD Bond ETF
-0.64%
-$1,822.06 
NJR New Jersey Resources Corporation
-0.64%
-$4,600.54 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$364,631.61 
THRO iShares U.S. Thematic Rotation Active ETF
-0.63%
-$29,425.13 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.62%
-$55,982.36 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.62%
-$11,356.02 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.62%
-$100,736.96 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.61%
-$3,325.22 
VNOM Viper Energy Inc. Class A Common Stock
-0.6%
-$4,299.38 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.6%
-$1,568.46 
VOO Vanguard S&P 500 ETF
-0.6%
-$13,944.32 
LUV Southwest Airlines Co.
-0.59%
-$4,745.59 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$55,714.72 
BA Boeing Company
-0.59%
-$1,665.31 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$6,673.76 
EWJ iShares MSCI Japan ETF
-0.59%
-$4,709.34 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.59%
-$3,133.48 
GOVT iShares U.S. Treasury Bond ETF
-0.58%
-$41,201.94 
AMCR Amcor plc
-0.58%
-$3,910.75 
IVV iShares Core S&P 500 ETF
-0.58%
-$358,749.57 
WEC WEC Energy Group Inc.
-0.57%
-$3,656.95 
DFAU Dimensional US Core Equity Market ETF
-0.56%
-$59,781.46 
BNDX Vanguard Total International Bond ETF
-0.56%
-$8,019.56 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.55%
-$5,477.68 
BALI iShares Adaptive Large Cap ETF
-0.54%
-$8,324.44 
WAT Waters Corporation
-0.53%
-$4,298.4 
SDY SPDR S&P Dividend ETF
-0.53%
-$1,512.64 
VYM Vanguard High Dividend Yield ETF
-0.52%
-$2,857.7 
LGHT Langar Global HealthTech ETF
-0.52%
-$3,740.4 
DFIV Dimensional International Value ETF
-0.52%
-$1,121.4 
JEPI JPMorgan Equity Premium Income Fund
-0.51%
-$13,231.83 
GPIX S&P 500 Core Premium Income Fund
-0.51%
-$19,252.6 
RCL Royal Caribbean Group
-0.51%
-$836.88 
DFIP Dimensional Inflation-Protected Securities ETF
-0.5%
-$2,022.46 
AMZN Amazon.com Inc
-0.49%
-$42,570.79 
VUG Vanguard Growth ETF
-0.48%
-$2,854.74 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$5,519.8 
AXP American Express Company
-0.46%
-$5,838.01 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$164,727.21 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.45%
-$92,051.15 
IXJ iShares Global Healthcare ETF
-0.43%
-$6,659.4 
JPM JPMorgan Chase & Co.
-0.42%
-$12,844.5 
BINC iShares Flexible Income Active ETF
-0.42%
-$17,139.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.41%
-$2,036.05 
XLF Financial Select Sector SPDR Fund
-0.41%
-$11,316.94 
AFL Aflac Inc.
-0.41%
-$3,613.83 
AGX Argan Inc.
-0.41%
-$6,195.96 
PNW Pinnacle West Capital Corporation
-0.41%
-$2,690.74 
SUNB Sunbelt Rentals Holdings, Inc.
-0.4%
-$2,540.98 
CRM Salesforce Inc
-0.39%
-$5,075.52 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.39%
-$21,712.04 
BRO Brown & Brown Inc.
-0.39%
-$5,791.24 
XLE Energy Select Sector SPDR Fund
-0.39%
-$8,622.06 
AJG Arthur J. Gallagher & Co.
-0.39%
-$4,574.04 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$18,576.44 
ED Consolidated Edison, Inc.
-0.38%
-$3,013.61 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$895.05 
IVE ISHARES S&P 500 VALUE ETF
-0.32%
-$47,105.96 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$4,248.5 
CVX Chevron Corporation
-0.31%
-$1,149.24 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.31%
-$1,404.04 
JNJ Johnson & Johnson
-0.3%
-$1,452.8 
JPIE JPMorgan Income ETF
-0.3%
-$12,689.35 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$3,852.9 
VRP Invesco Variable Rate Preferred ETF
-0.29%
-$2,303.56 
OHI Omega Healthcare Investors Inc.
-0.29%
-$1,968.57 
BAC Bank of America Corporation
-0.26%
-$3,557.44 
SHY iShares 1-3 Year Treasury Bond ETF
-0.24%
-$1,513.39 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.23%
-$3,966.7 
HCA HCA Healthcare Inc.
-0.22%
-$804.63 
MCD McDonald's Corporation
-0.2%
-$530.75 
HDV iShares Core High Dividend ETF
-0.19%
-$1,175.18 
ACGL Arch Capital Group Ltd
-0.18%
-$1,879.91 
STIP iShares 0-5 Year TIPS Bond ETF
-0.18%
-$613.62 
COST Costco Wholesale Corporation
-0.18%
-$3,170.46 
NFLX Netflix, Inc.
-0.17%
-$2,125.57 
KEY KeyCorp
-0.16%
-$1,280.34 
SECU iShares Securitized Income Active ETF
-0.15%
-$821.14 
LYB LyondellBasell Industries N.V.
-0.14%
-$663.03 
V Visa Inc. Class A
-0.13%
-$1,169.83 
AXSM Axsome Therapeutics, Inc.
-0.11%
-$479.52 
CME CME Group Inc.
-0.11%
-$518.4 
AES AES Corporation
-0.1%
-$743.58 
RF Regions Financial Corporation
-0.1%
-$991.47 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.1%
-$694.25 
NBR Nabors Industries Ltd.
-0.08%
-$942.37 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$9,400.08 
EAT Brinker International Inc.
-0.07%
-$649.35 
MSFT Microsoft Corp.
-0.05%
-$3,165.25 
SNOW Snowflake Inc.
-0.04%
-$118.47 
WMT Walmart Inc.
-0.04%
-$587.6 
NOW ServiceNow, Inc.
-0.03%
-$96.3 
CLOA iShares AAA CLO ETF
-0.03%
-$356.02 
BKLN Invesco Senior Loan ETF
-0.02%
-$257.87 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$283.57 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$149.94 
COKE Coca-Cola Consolidated Inc.
-0.01%
-$35.54 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
-0.01%
-$15.1 Events
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Dividends
Dividend Analysis
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| Trades 5981 | Longs Won 3821/5981 63% | Profit Factor 4.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $452,866.68 |
| Average Win $141,590.2 | Best Trade (Aug 15) $16.37M | Sharpe Ratio -48.96 |
| Average Loss -$59,401.5 | Worst Trade (Dec 30) -$5.36M | Z-Score -12.17 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w | Expectancy $69,003.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 40,749 | $6.36M | $13.26M | - | $6.89M | 108.35% | +3.162% |
| ABBV AbbVie Inc. | 2,618 | $520,536.46 | $665,914.48 | - | $145,378.02 | 27.93% | +1.375% |
| ACGL Arch Capital Group Ltd | 10,633 | $1.02M | $1.02M | - | -$550.79 | -0.05% | -0.184% |
| AES AES Corporation | 49,572 | $698,469.48 | $733,913.46 | - | $35,443.98 | 5.07% | -0.101% |
| AFL Aflac Inc. | 7,689 | $843,967.35 | $878,622.03 | - | $34,654.68 | 4.11% | -0.41% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,134 | $211,751.56 | $204,960.03 | - | -$6,791.53 | -3.21% | -0.657% |
| AGX Argan Inc. | 3,778 | $598,863.87 | $1.51M | - | $914,187.31 | 152.65% | -0.408% |
| AJG Arthur J. Gallagher & Co. | 4,866 | $1.12M | $1.18M | - | $67,004.77 | 6% | -0.385% |
| ALL Allstate Corporation | 6,070 | $1.27M | $1.53M | - | $255,136.35 | 20.02% | -0.647% |
| AM Antero Midstream Corporation | 35,332 | $805,569.6 | $787,373.62 | - | -$18,195.98 | -2.26% | -2.43% |
| AMAT Applied Materials, Inc. | 973 | $350,097.33 | $444,079.63 | - | $93,982.3 | 26.84% | -2.655% |
| AMCR Amcor plc | 15,643 | $621,809.25 | $670,771.84 | - | $48,962.59 | 7.87% | -0.58% |
| AMD Advanced Micro Devices, Inc. | 1,276 | $138,043.85 | $644,162.56 | - | $506,118.71 | 366.64% | -3.121% |
| AMGN Amgen Inc. | 742 | $229,344.9 | $283,926.3 | - | $54,581.4 | 23.8% | -2.203% |
| AMLP Alerian MLP ETF | 24,254 | $1.14M | $1.35M | - | $217,137.75 | 19.12% | -0.73% |
| AMZN Amazon.com Inc | 34,470 | $6.2M | $8.66M | - | $2.46M | 39.72% | -0.489% |
| APP AppLovin Corporation Class A Common Stock | 1,543 | $318,706.96 | $485,990.99 | - | $167,284.03 | 52.49% | +3.247% |
| APTV Aptiv PLC | 8,161 | $480,030.02 | $370,019.74 | - | -$110,010.28 | -22.92% | +1.865% |
| ASML ASML Holding N.V. New York Registry Shares | 467 | $311,077.13 | $792,676.46 | - | $481,599.33 | 154.82% | -1.858% |
| ATEC Alphatec Holdings Inc. | 158,570 | $995,760.13 | $1.39M | - | $389,348.82 | 39.1% | -2.782% |
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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 - $43.21M, Schwab U.S. Large-Cap Growth ETF - $17.67M, iShares MSCI USA Momentum Factor ETF - $16.11M, Invesco QQQ Trust, Series 1 - $12.41M, 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, 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 $101.05M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $4.86M, 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.
