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:
58.24%
Gain -1.55%
Monthly
0.89%
Yearly
11.16%
Drawdown
26.14%
$969.91M
Equity
Holdings
$969.91M
Investment
$787.19M
$407.24M
Profit -$11.34M
Realized
$224.52M
Unrealized
$182.72M
Dividends
$98.9M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.55%
Profit
-$11.34M
Win %
68%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$864,607.75
Win %
68%
This Month
Compared to last month
Gain
-2.09%
Profit
-$20.71M
Win %
68%
This Year
Compared to last year
Gain
9.83%
Profit
$86.77M
Win %
68%
AGX Argan Inc.
+9.16%
+$192,622.22 
CRDO Credo Technology Group Holding Ltd.
+6.46%
+$137,838.31 
GTN Gray Television, Inc.
+4.8%
+$109,898.09 
MU Micron Technology, Inc.
+4.41%
+$74,907.46 
TTMI TTM Technologies, Inc.
+4.05%
+$29,039.8 
BLBD Blue Bird Corporation
+4.02%
+$37,985.85 
FN Fabrinet
+3.93%
+$26,216.89 
STRL Sterling Infrastructure, Inc.
+3.02%
+$105,300.8 
PARR Par Pacific Holdings Inc.
+3%
+$45,946.78 
MVIS Microvision Inc.
+2.89%
+$215.68 
CLS Celestica Inc.
+2.71%
+$79,470.24 
AVGO Broadcom Inc.
+2.7%
+$41,021.44 
AMD Advanced Micro Devices, Inc.
+2.52%
+$19,743.36 
ISRG Intuitive Surgical, Inc.
+2.27%
+$16,205.26 
HODL VanEck Bitcoin ETF
+2.04%
+$5,909.27 
TWLO Twilio Inc.
+2%
+$19,826.46 
IBIT iShares Bitcoin Trust
+1.99%
+$16,800.42 
CF CF Industries Holdings, Inc.
+1.98%
+$16,509.6 
EAT Brinker International Inc.
+1.94%
+$15,901.28 
CRM Salesforce Inc
+1.82%
+$21,807.32 
GOOG Alphabet Inc
+1.79%
+$57,523.14 
LYB LyondellBasell Industries N.V.
+1.79%
+$12,630.96 
MSFT Microsoft Corp.
+1.75%
+$80,302.95 
GOOGL Alphabet Inc
+1.67%
+$87,671.19 
MPC Marathon Petroleum Corporation
+1.66%
+$20,012.64 
MELI MercadoLibre, Inc.
+1.66%
+$7,121.85 
SKYW SkyWest Inc.
+1.66%
+$10,128.51 
PLTR Palantir Technologies Inc.
+1.59%
+$47,124.74 
EQX Equinox Gold Corp.
+1.57%
+$29,490.62 
COP ConocoPhillips
+1.55%
+$17,484.94 
RTX RTX Corporation
+1.55%
+$9,117 
ALL Allstate Corporation
+1.53%
+$21,275.65 
CVX Chevron Corporation
+1.4%
+$4,497.3 
BAI iShares A.I. Innovation and Tech Active ETF
+1.39%
+$117,889.08 
IBM International Business Machines Corporation
+1.36%
+$7,594.92 
AMZN Amazon.com Inc
+1.31%
+$129,924 
SLV iShares Silver Trust
+1.3%
+$3,176.58 
ABT Abbott Laboratories
+1.29%
+$3,173.3 
ANET Arista Networks, Inc.
+1.29%
+$3,884.3 
NOW ServiceNow, Inc.
+1.27%
+$6,974.44 
LVS Las Vegas Sands Corp.
+1.18%
+$8,253.44 
VNOM Viper Energy Inc. Class A Common Stock
+1.1%
+$7,799.82 
SPMO Invesco S&P 500 Momentum ETF
+1.03%
+$461,523.15 
XLE Energy Select Sector SPDR Fund
+0.99%
+$8,342.52 
XOM Exxon Mobil Corporation
+0.98%
+$21,234.24 
KMI Kinder Morgan, Inc.
+0.96%
+$7,183.32 
AMLP Alerian MLP ETF
+0.93%
+$10,508 
SMH VanEck Semiconductor ETF
+0.92%
+$8,230.69 
MTUM iShares MSCI USA Momentum Factor ETF
+0.89%
+$73,591.2 
V Visa Inc. Class A
+0.83%
+$8,699.13 
APP AppLovin Corporation Class A Common Stock
+0.81%
+$5,241.9 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.78%
+$1,735.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$120,572.48 
ICVT iShares Convertible Bond ETF
+0.69%
+$1,706.64 
META Meta Platforms Inc Class A
+0.64%
+$28,556.21 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$18,368.9 
ACGL Arch Capital Group Ltd
+0.62%
+$6,999.37 
ETN Eaton Corporation plc
+0.6%
+$2,100.42 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$15,413.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.57%
+$95,118.1 
SCHE Schwab Emerging Markets Equity ETF
+0.55%
+$50,364.01 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.55%
+$11,957.12 
VLUE iShares MSCI USA Value Factor ETF
+0.54%
+$8,324.46 
QQQM Invesco NASDAQ 100 ETF
+0.53%
+$12,810.2 
CME CME Group Inc.
+0.52%
+$3,432.96 
BLCR iShares Large Cap Core ACT ETF
+0.52%
+$28,736.25 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.49%
+$9,020.27 
IUSG iShares Core S&P U.S. Growth ETF
+0.46%
+$1,236.48 
KGC Kinross Gold Corporation
+0.44%
+$1,280.2 
IWF iShares Russell 1000 Growth ETF
+0.44%
+$2,100.8 
RNR Renaissancere Holdings Ltd.
+0.44%
+$7,509.66 
APTV Aptiv PLC
+0.43%
+$2,909.41 
TM Toyota Motor Corporation
+0.43%
+$3,582.04 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$32,857.46 
T AT&T Inc.
+0.4%
+$997.92 
DUK Duke Energy Corporation
+0.39%
+$1,370.53 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+0.38%
+$6,618.1 
DFAE Dimensional Emerging Core Equity Market ETF
+0.37%
+$4,638.34 
CB Chubb Limited
+0.35%
+$3,330.6 
LGHT Langar Global HealthTech ETF
+0.34%
+$2,079.59 
COKE Coca-Cola Consolidated Inc.
+0.34%
+$2,473.55 
SYK Stryker Corporation
+0.3%
+$1,855.35 
TDAY USA TODAY Co., Inc.
+0.29%
+$7,034.7 
PANW Palo Alto Networks, Inc.
+0.28%
+$6,421.94 
VUG Vanguard Growth ETF
+0.28%
+$1,445.25 
XT iShares Future Exponential Technologies ETF
+0.28%
+$683.1 
VBK Vanguard Small-Cap Growth ETF
+0.27%
+$1,478.15 
THRO iShares U.S. Thematic Rotation Active ETF
+0.25%
+$17,697.65 
B BARRICK MINING CORP Common Stock (ABR0)
+0.24%
+$710.68 
EWJ iShares MSCI Japan ETF
+0.24%
+$1,765.58 
URNM Sprott Uranium Miners ETF
+0.22%
+$3,354.96 
ORI Old Republic International Corp.
+0.21%
+$1,847.25 
NVDA NVIDIA Corporation
+0.2%
+$23,832.72 
FRDM Freedom 100 Emerging Markets ETF
+0.18%
+$33,204.36 
BRO Brown & Brown Inc.
+0.18%
+$3,502.62 
C Citigroup Inc.
+0.16%
+$1,999.41 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.16%
+$54,824.99 
HYGW iShares High Yield Corporate Bond BuyWrite ETF
+0.16%
+$527.22 
DAL Delta Air Lines, Inc.
+0.14%
+$2,042.28 
NBR Nabors Industries Ltd.
+0.14%
+$2,200.08 
BALI iShares Adaptive Large Cap ETF
+0.12%
+$1,192.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.11%
+$16,851.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.11%
+$297 
AES AES Corporation
+0.1%
+$748.3 
IVV iShares Core S&P 500 ETF
+0.1%
+$23,822.34 
SYF Synchrony Financial
+0.1%
+$872.83 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$54,814.21 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$956.72 
VOO Vanguard S&P 500 ETF
+0.09%
+$1,906.2 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$5,706.74 
BDYN iShares Dynamic Equity Active ETF
+0.07%
+$8,213.22 
GPIX S&P 500 Core Premium Income Fund
+0.07%
+$2,358.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.06%
+$10,405.08 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.04%
+$3,115.56 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$80.06 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$56.07 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$343.89 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.02%
+$717.19 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$25.01 
CLOA iShares AAA CLO ETF
+0.01%
+$120.22 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$101.83 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$128.2 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$206.03 
CAAP
0%
$0 
HIMU
0%
$0 
MRKR Marker Therapeutics, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VELO Velo3D, Inc.
-5.94%
-$65,099.04 
CRDF Cardiff Oncology Inc.
-4.68%
-$1,668.6 
CSL Carlisle Companies Inc.
-4.46%
-$37,939.42 
GTBP GT Biopharma, Inc.
-3.79%
-$315.9 
ORCL Oracle Corporation
-3.34%
-$11,887.74 
DHI D.R. Horton, Inc.
-3.01%
-$26,509.5 
BX Blackstone Inc.
-2.72%
-$9,349.5 
TFC Truist Financial Corporation
-2.69%
-$21,979.08 
AAPL Apple Inc.
-2.68%
-$376,535.03 
BN Brookfield Corporation
-2.26%
-$27,873.53 
TSLA Tesla, Inc.
-2.21%
-$29,884.31 
DEFT Defi Technologies Inc.
-2.19%
-$103.23 
BA Boeing Company
-2.13%
-$6,311.04 
NFLX Netflix, Inc.
-2.04%
-$24,700.38 
PEP PepsiCo, Inc.
-1.98%
-$14,576.53 
WAT Waters Corporation
-1.96%
-$21,169.04 
SSRM Ssr Mining Inc.
-1.9%
-$8,464.7 
CVSA Adtalem Global Education Inc.
-1.82%
-$12,422.7 
HD The Home Depot, Inc.
-1.77%
-$24,139.7 
FDX FedEx Corporation
-1.74%
-$19,015.86 
STLD Steel Dynamics Inc.
-1.71%
-$9,743.13 
LWLG Lightwave Logic Inc.
-1.69%
-$2,902.09 
LRCX Lam Research Corporation
-1.66%
-$6,209.56 
MRK Merck & Co., Inc.
-1.64%
-$5,197.83 
FNF Fidelity National Financial, Inc.
-1.6%
-$13,205.3 
MFC Manulife Financial Corporation
-1.59%
-$22,687.2 
AXSM Axsome Therapeutics, Inc.
-1.55%
-$7,132.86 
CAT Caterpillar Inc.
-1.53%
-$7,268.43 
RF Regions Financial Corporation
-1.53%
-$15,890.06 
AMCR Amcor plc
-1.52%
-$11,314.29 
ATEC Alphatec Holdings Inc.
-1.52%
-$20,614.1 
REM iShares Mortgage Real Estate ETF
-1.41%
-$15,731.73 
IE Ivanhoe Electric Inc.
-1.4%
-$16,430.71 
ED Consolidated Edison, Inc.
-1.4%
-$11,585.03 
SBUX Starbucks Corporation
-1.38%
-$15,157.72 
WMT Walmart Inc.
-1.38%
-$24,341.48 
F Ford Motor Company
-1.37%
-$12,292.8 
VISN Vistance Networks, Inc.
-1.36%
-$10,628.64 
LLY Eli Lilly and Company
-1.36%
-$84,244.62 
W Wayfair Inc.
-1.35%
-$10,217.19 
INCY Incyte Corporation
-1.34%
-$5,429.02 
PFG Principal Financial Group, Inc.
-1.34%
-$26,149.23 
FHN First Horizon Corporation
-1.34%
-$12,578.7 
ARQT Arcutis Biotherapeutics Inc.
-1.34%
-$13,402.54 
CDE Coeur Mining, Inc.
-1.29%
-$3,721.09 
DCH Dauch Corporation
-1.29%
-$15,416.52 
CTAS Cintas Corporation
-1.26%
-$8,887.06 
PNW Pinnacle West Capital Corporation
-1.24%
-$9,283.52 
CCL Carnival Corporation Ltd.
-1.23%
-$12,729.27 
LUMN Lumen Technologies Inc.
-1.19%
-$994.12 
POWL Powell Industries Inc.
-1.18%
-$28,020.18 
BDX Becton, Dickinson and Company
-1.17%
-$13,159.05 
PPG PPG Industries Inc.
-1.17%
-$10,329.8 
NKE Nike, Inc. - Class B
-1.17%
-$6,299.01 
UNFI United Natural Foods Inc.
-1.16%
-$9,296.7 
SUNB Sunbelt Rentals Holdings, Inc.
-1.15%
-$11,001.9 
BLK BlackRock, Inc.
-1.12%
-$14,478.03 
OHI Omega Healthcare Investors Inc.
-1.11%
-$8,146.32 
JNJ Johnson & Johnson
-1.07%
-$4,993.92 
FTV Fortive Corporation
-1.06%
-$9,634.4 
RBA Rb Global Inc.
-1.06%
-$13,223.08 
WEC WEC Energy Group Inc.
-1.04%
-$7,146.35 
CCI Crown Castle Inc.
-1%
-$10,470.66 
BEN Franklin Resources Inc.
-1%
-$9,150.37 
D Dominion Energy, Inc.
-0.98%
-$7,959.7 
GS The Goldman Sachs Group, Inc.
-0.96%
-$20,303.4 
XBI SPDR S&P Biotech ETF
-0.96%
-$2,961.48 
DIS The Walt Disney Company
-0.95%
-$15,323.55 
CNDT Conduent Inc.
-0.93%
-$13,319.42 
O Realty Income Corporation
-0.92%
-$8,507.51 
NLY Annaly Capital Management, Inc.
-0.89%
-$7,003.62 
UNH UnitedHealth Group Incorporated
-0.87%
-$15,132.96 
KEY KeyCorp
-0.87%
-$7,525.96 
PAVE Global X U.S. Infrastructure Development ETF
-0.87%
-$12,791.94 
WPC W. P. Carey Inc.
-0.86%
-$6,477.25 
ASML ASML Holding N.V. New York Registry Shares
-0.85%
-$7,604.46 
BAC Bank of America Corporation
-0.82%
-$11,112.52 
LNC Lincoln National Corporation
-0.81%
-$12,925.78 
NVO Novo Nordisk A/S Sponsored ADR
-0.81%
-$5,911.38 
IEUR iShares Core MSCI Europe ETF
-0.78%
-$23,485.99 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.73%
-$6,764.18 
CMPX Compass Therapeutics Inc.
-0.73%
-$240 
BALL Ball Corp.
-0.72%
-$6,597.45 
BLV Vanguard Long-Term Bond ETF
-0.72%
-$2,986.14 
QUAD Quad Graphics Inc.
-0.69%
-$19,109.16 
TLH iShares 10-20 Year Treasury Bond ETF
-0.67%
-$55,463 
ISOU IsoEnergy Ltd.
-0.65%
-$14,593.98 
PPC Pilgrim's Pride Corporation
-0.65%
-$2,394.56 
DFIV Dimensional International Value ETF
-0.61%
-$103,331.44 
VPU Vanguard Utilities ETF
-0.6%
-$1,482.39 
CLX The Clorox Company
-0.6%
-$3,598.35 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.58%
-$4,911.77 
PFE Pfizer Inc.
-0.58%
-$2,481.24 
PG Procter & Gamble Co
-0.57%
-$7,397.55 
VNQ Vanguard Real Estate ETF
-0.56%
-$2,467.92 
GM General Motors Company
-0.56%
-$5,525.43 
IXJ iShares Global Healthcare ETF
-0.55%
-$8,589.9 
ABBV AbbVie Inc.
-0.52%
-$4,625.74 
DFAI Dimensional International Core Equity Market ETF
-0.52%
-$14,676.11 
SCHH Schwab U.S. REIT ETF
-0.52%
-$1,189.27 
MTB M&T Bank Corporation
-0.51%
-$5,035.55 
AXP American Express Company
-0.5%
-$6,855.7 
XLI Industrial Select Sector SPDR Fund
-0.5%
-$11,466.9 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,722.45 
MSM MSC Industrial Direct Co., Inc.
-0.5%
-$4,862.66 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$37,889.21 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$4,268.94 
EFA iShares MSCI EAFE ETF
-0.48%
-$1,187.01 
VRP Invesco Variable Rate Preferred ETF
-0.47%
-$3,476.8 
LAMR Lamar Advertising Company
-0.47%
-$4,085.3 
BKLN Invesco Senior Loan ETF
-0.46%
-$4,082.53 
HURA TuHURA Biosciences, Inc.
-0.44%
-$425.06 
IUSV iShares Core S&P U.S. Value ETF
-0.44%
-$1,136.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.44%
-$1,993.73 
EFV iShares MSCI EAFE Value ETF
-0.43%
-$49,676.38 
DGRO iShares Core Dividend Growth ETF
-0.43%
-$5,656.53 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$16,687 
CSCO Cisco Systems, Inc.
-0.42%
-$2,008.78 
VIG Vanguard Dividend Appreciation ETF
-0.41%
-$4,911.76 
SDY SPDR S&P Dividend ETF
-0.41%
-$1,178.56 
IEF iShares 7-10 Year Treasury Bond ETF
-0.41%
-$4,826.76 
PM Philip Morris International Inc.
-0.39%
-$3,732.72 
FNDF Schwab Fundamental International Large Company Index ETF
-0.39%
-$4,733.45 
HWM Howmet Aerospace Inc.
-0.39%
-$2,558.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.39%
-$81,337.1 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$64,635.37 
DFAS Dimensional U.S. Small Cap ETF
-0.38%
-$51,169.54 
NJR New Jersey Resources Corporation
-0.37%
-$3,099.8 
HCA HCA Healthcare Inc.
-0.37%
-$2,142.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.37%
-$108,155.45 
OUT OUTFRONT Media Inc.
-0.36%
-$3,006.6 
GOVT iShares U.S. Treasury Bond ETF
-0.35%
-$22,205.28 
COST Costco Wholesale Corporation
-0.35%
-$6,634.1 
DUHP Dimensional US High Profitability ETF
-0.34%
-$39,139.24 
QLTA iShares AAA - A Rated Corporate Bond ETF
-0.33%
-$2,878.97 
JCI Johnson Controls International plc
-0.33%
-$3,409.52 
CPRT Copart Inc.
-0.33%
-$3,137.94 
JPM JPMorgan Chase & Co.
-0.32%
-$9,385.2 
DFCF Dimensional Core Fixed Income ETF
-0.32%
-$5,958.77 
FBND Fidelity Total Bond ETF
-0.32%
-$700.06 
NYXH Nyxoah SA
-0.32%
-$81.27 
SYSB iShares Systematic Bond ETF
-0.32%
-$1,887.76 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$782.92 
JCPB JPMorgan Core Plus Bond ETF
-0.31%
-$53,549.37 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.3%
-$777.37 
IGEB iShares Investment Grade Corporate Bond ETF
-0.29%
-$2,059.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.29%
-$605.91 
SCHF Schwab International Equity ETF
-0.29%
-$57,684.12 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$5,659.87 
CWEN Clearway Energy Inc.
-0.28%
-$1,754.56 
MBB iShares MBS ETF
-0.28%
-$20,570.35 
TDG TransDigm Group Inc.
-0.28%
-$680.35 
SCHD Schwab U.S. Dividend Equity ETF
-0.27%
-$843.21 
IUSB iShares Core Universal USD Bond ETF
-0.27%
-$55,219.62 
MCD McDonald's Corporation
-0.27%
-$1,055.58 
HDV iShares Core High Dividend ETF
-0.26%
-$1,567.67 
QUAL iShares MSCI USA Quality Factor ETF
-0.26%
-$19,281.28 
MLN VanEck Long Muni ETF
-0.26%
-$2,978.37 
XLF Financial Select Sector SPDR Fund
-0.22%
-$7,080.5 
IJR iShares Core S&P Small-Cap ETF
-0.22%
-$5,385.28 
DFIP Dimensional Inflation-Protected Securities ETF
-0.22%
-$517.05 
AFL Aflac Inc.
-0.22%
-$2,061.45 
BNDX Vanguard Total International Bond ETF
-0.2%
-$2,751.49 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
-0.2%
-$1,928.6 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.19%
-$35,443.96 
WLDN Willdan Group, Inc.
-0.18%
-$531.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$4,868.09 
OUNZ VanEck Merk Gold Trust
-0.17%
-$1,198.28 
IWM iShares Russell 2000 ETF
-0.16%
-$497.74 
VYM Vanguard High Dividend Yield ETF
-0.16%
-$840.5 
DVA DaVita Inc.
-0.15%
-$1,993.32 
MO Altria Group, Inc.
-0.15%
-$509.08 
MUB iShares National Muni Bond ETF
-0.14%
-$926.9 
GLD SPDR Gold Shares
-0.14%
-$2,048.98 
IAU iShares Gold Trust
-0.14%
-$2,215.61 
EQIX Equinix, Inc.
-0.13%
-$309.16 
VB Vanguard Small-Cap ETF
-0.13%
-$628.14 
VTV Vanguard Value ETF
-0.12%
-$24,655.59 
MAR Marriott International Inc. - Class A
-0.12%
-$1,822.91 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$306.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$4,419.43 
JEPI JPMorgan Equity Premium Income Fund
-0.12%
-$2,827.7 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.11%
-$4,405.47 
RDVY First Trust Rising Dividend Achievers ETF
-0.1%
-$9,458.72 
BINC iShares Flexible Income Active ETF
-0.1%
-$6,203.39 
KO The Coca-Cola Company
-0.1%
-$1,259.67 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$351.95 
IWR iShares Russell Mid-Cap ETF
-0.09%
-$513.5 
AMAT Applied Materials, Inc.
-0.08%
-$398.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.08%
-$515.37 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$2,534.56 
JPIE JPMorgan Income ETF
-0.08%
-$3,018.05 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$180.6 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$3,223.99 
AM Antero Midstream Corporation
-0.07%
-$534.81 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
-0.07%
-$348.67 
DFAU Dimensional US Core Equity Market ETF
-0.05%
-$4,531.02 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$351.82 
RING iShares MSCI Global Gold Miners ETF
-0.04%
-$351.07 
OGN Organon & Co.
-0.04%
-$56.38 
AMGN Amgen Inc.
-0.03%
-$93.87 
LUV Southwest Airlines Co.
-0.03%
-$305.16 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.02%
-$104.44 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,082.93 Events
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Dividends
Dividend Analysis
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| Trades 5660 | Longs Won 3565/5660 62% | Profit Factor 4.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $450,388.06 |
| Average Win $145,106.85 | Best Trade (Jul 22) $15.01M | Sharpe Ratio -29.14 |
| Average Loss -$52,537.99 | Worst Trade (Dec 30) -$5.36M | Z-Score -1.33 (81.83%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $71,950.33 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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Returns
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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 Dipen Mehta?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $43.3M, Schwab U.S. Large-Cap Growth ETF - $17.67M, iShares MSCI USA Momentum Factor ETF - $16.33M, Invesco QQQ Trust, Series 1 - $12.42M, and Vanguard Communication Services ETF - $9.12M. 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 - $3.65M, iShares Core S&P Mid-Cap ETF - $3.61M, 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 $98.9M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $4.95M, iShares Core Universal USD Bond ETF - $4.14M, iShares iBoxx $ High Yield Corporate Bond ETF - $4.06M, iShares J.P. Morgan USD Emerging Markets Bond ETF - $3.87M, and JPMorgan Ultra-Short Income ETF - $3.65M. 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.
