FCI
Family CFO Inc Portfolio
Invests via Family CFO Inc | Managed by Family CFO Inc, Annamalai (Raj) Rajendran
Invests via Family CFO Inc
Managed by Family CFO Inc, Annamalai (Raj) Rajendran
Automatically Tracked
Company Profile
Operating at the intersection of finance and family governance, Family CFO Inc specializes in delivering comprehensive financial management services tailored for high-net-worth families. The firm focuses on wealth preservation, tax planning, and succession strategies to align family dynamics with financial objectives. Through a collaborative approach, it navigates complex fiscal landscapes while ensuring that generational legacies are honored and sustained. With expertise across various sectors including real estate, investment management, and philanthropy, this organization plays a vital role in supporting affluent families as they make strategic decisions aimed at enhancing both their personal and professional portfolios.
Operating at the intersection of finance and family governance, Family CFO Inc specializes in delivering comprehensive financial management services tailored for high-net-worth families. The firm focuses on wealth preservation, tax planning, and succession strategies to align family dynamics with financial objectives. Through a collaborative approach, it navigates complex fiscal landscapes while ensuring that generational legacies are honored and sustained. With expertise across various sectors including real estate, investment management, and philanthropy, this organization plays a vital role in supporting affluent families as they make strategic decisions aimed at enhancing both their personal and professional portfolios.
Investment Philosophy & Strategy
Through a comprehensive lens of wealth management, Family CFO Inc positions itself as an essential partner for affluent families navigating intricate financial landscapes. Emphasizing individualized planning and intergenerational collaboration, it effectively blends fiscal strategy with family governance principles. The organization prioritizes sustainable wealth building while maintaining alignment with core family values and aspirations. By integrating estate planning, investment oversight, and tailored advisory services, it facilitates informed decision-making that nurtures long-term success across generations. This distinct approach fosters resilience against market fluctuations and enables families to maintain their legacies in an ever-evolving economic environment.
Through a comprehensive lens of wealth management, Family CFO Inc positions itself as an essential partner for affluent families navigating intricate financial landscapes. Emphasizing individualized planning and intergenerational collaboration, it effectively blends fiscal strategy with family governance principles. The organization prioritizes sustainable wealth building while maintaining alignment with core family values and aspirations. By integrating estate planning, investment oversight, and tailored advisory services, it facilitates informed decision-making that nurtures long-term success across generations. This distinct approach fosters resilience against market fluctuations and enables families to maintain their legacies in an ever-evolving economic environment.
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:
133.6%
Gain +1.12%
Monthly
1.22%
Yearly
15.69%
Drawdown
22.59%
$260.8M
Equity
Holdings
$260.8M
Investment
$178.55M
$90.13M
Profit +$1.67M
Realized
$7.88M
Unrealized
$82.25M
Dividends
$16.64M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.12%
Profit
$1.67M
Win %
81%
This Week
Compared To Last Week
Gain
0.78%
Profit
$2M
Win %
81%
This Month
Compared to last month
Gain
0.24%
Profit
$618,386.79
Win %
81%
This Year
Compared to last year
Gain
0.37%
Profit
$965,710.32
Win %
75%
AVGO Broadcom Inc.
+3.74%
+$75,991.94 
BE Bloom Energy Corporation
+2.7%
+$525,640.68 
ORCL Oracle Corporation
+1.75%
+$3,889.38 
NVDA NVIDIA Corporation
+1.43%
+$5,719.77 
VGT Vanguard Information Technology ETF
+0.98%
+$2,702.56 
IGF iShares Global Infrastructure ETF
+0.94%
+$2,710.35 
VUG Vanguard Growth ETF
+0.81%
+$52,856.4 
TSLA Tesla, Inc.
+0.8%
+$8,361.75 
VNQ Vanguard Real Estate ETF
+0.74%
+$15,001.14 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$9,964.8 
AMZN Amazon.com Inc
+0.68%
+$1,528.31 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.65%
+$380,578.53 
VOO Vanguard S&P 500 ETF
+0.65%
+$76,640.85 
ESGV Vanguard ESG U.S. Stock ETF
+0.63%
+$8,419.86 
VIG Vanguard Dividend Appreciation ETF
+0.62%
+$153,697.95 
AAUA Alpha Architect US Equity 3 ETF
+0.59%
+$21,918.39 
WCCB West Coast Community Bancorp
+0.54%
+$1,510.6 
VXF Vanguard Extended Market ETF
+0.5%
+$16,625.02 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.49%
+$63,459.04 
VTV Vanguard Value ETF
+0.49%
+$38,124.1 
DFIV Dimensional International Value ETF
+0.43%
+$15,489.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.42%
+$72,323.62 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.41%
+$3,091.28 
DISV Dimensional International Small Cap Equity Fund
+0.41%
+$1,101.97 
VB Vanguard Small-Cap ETF
+0.4%
+$2,314.26 
AAEQ Alpha Architect US Equity 2 ETF
+0.4%
+$4,367.44 
IBND SPDR Bloomberg International Corporate Bond ETF
+0.37%
+$2,725.54 
GLDM SPDR Gold MiniShares Trust
+0.33%
+$1,496.61 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.31%
+$1,577.52 
DFUV Dimensional US Marketwide Value ETF
+0.3%
+$9,289.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.29%
+$8,285.34 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.26%
+$1,970.92 
DFSV Dimensional US Small Cap Value ETF
+0.26%
+$1,121.4 
VSGX Vanguard ESG International Stock ETF
+0.26%
+$3,523.61 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.24%
+$22,777.77 
VEU Vanguard FTSE All-World ex-US ETF
+0.21%
+$5,063.04 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.2%
+$47,450.2 
BNDX Vanguard Total International Bond ETF
+0.18%
+$613.11 
AAPL Apple Inc.
+0.15%
+$738.41 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.11%
+$16,850.93 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$2,949.89 
VUSB Vanguard Ultra-Short Bond ETF
+0.03%
+$144.65 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$284.19 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
+$212.27 
Events
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Dividends
Dividend Analysis
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| Trades 665 | Longs Won 440/665 66% | Profit Factor 22.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $214,154.96 | Best Trade (Sep 29) $18.96M | Sharpe Ratio -9.48 |
| Average Loss -$18,215.24 | Worst Trade (Dec 31) -$333,467.28 | Z-Score 8.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 2d | Expectancy $135,533.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 19,852 | $979,299.16 | $1.11M | - | $130,626.16 | 13.34% | +0.395% |
| AAPL Apple Inc. | 1,507 | $312,164.84 | $502,403.66 | - | $190,238.82 | 60.94% | +0.147% |
| AAUA Alpha Architect US Equity 3 ETF | 63,129 | $3.09M | $3.76M | - | $675,303.54 | 21.86% | +0.586% |
| AMZN Amazon.com Inc | 899 | $214,267.66 | $227,536.9 | - | $13,269.24 | 6.19% | +0.676% |
| AVGO Broadcom Inc. | 5,600 | $2.12M | $2.11M | - | -$9,352 | -0.44% | +3.743% |
| BE Bloom Energy Corporation | 68,000 | $1.11M | $20.02M | - | $18.91M | 1,706.76% | +2.697% |
| BNDX Vanguard Total International Bond ETF | 7,213 | $348,636.11 | $338,109.37 | - | -$10,526.74 | -3.02% | +0.182% |
| BRK-B Berkshire Hathaway Inc. | 2,768 | $791,788.4 | $1.41M | - | $613,968.08 | 77.54% | +0.714% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 35,835 | $786,578.25 | $759,522.82 | - | -$27,055.43 | -3.44% | +0.26% |
 DFEV Dimensional Emerging Markets Value ETF | 17,336 | $510,177.33 | $750,128.72 | - | $239,951.39 | 47.03% | -0.115% |
| DFIV Dimensional International Value ETF | 64,540 | $2.18M | $3.61M | - | $1.43M | 65.68% | +0.431% |
| DFSV Dimensional US Small Cap Value ETF | 11,214 | $332,003.68 | $431,626.86 | - | $99,623.18 | 30.01% | +0.26% |
| DFUV Dimensional US Marketwide Value ETF | 54,645 | $1.99M | $3.05M | - | $1.06M | 53.11% | +0.305% |
| DISV Dimensional International Small Cap Equity Fund | 6,297 | $154,293.45 | $271,684.06 | - | $117,390.61 | 76.08% | +0.407% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 28,419 | $1.44M | $1.44M | - | -$4,557.52 | -0.32% | +0.02% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 36,368 | $750,635.52 | $752,272.08 | - | $1,636.56 | 0.22% | +0.413% |
| ESGV Vanguard ESG U.S. Stock ETF | 9,678 | $770,302.89 | $1.34M | - | $571,745.37 | 74.22% | +0.631% |
| GLDM SPDR Gold MiniShares Trust | 5,543 | $502,381.74 | $455,468.31 | - | -$46,913.43 | -9.34% | +0.33% |
| IBND SPDR Bloomberg International Corporate Bond ETF | 24,982 | $776,440.56 | $742,467.54 | - | -$33,973.02 | -4.38% | +0.368% |
| IGF iShares Global Infrastructure ETF | 4,673 | $311,221.8 | $292,483.07 | - | -$18,738.73 | -6.02% | +0.935% |
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FAQ
Which stocks have generated the highest profits for Family CFO Inc?
The largest contributions to the portfolio's profits come from the following stocks: Bloom Energy Corporation - $7.35M, VANGUARD TOTAL STOCK MKT ETF - $2.6M, Vanguard Total International Stock Index Fund Investor Shares - $2.17M, Vanguard Mortgage-Backed Securities Fund - $1.65M, and Vanguard Dividend Appreciation ETF - $1.47M. 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: Apple Inc - $304,938.67, Agilent Technologies Inc - $49,718.92, Vanguard Total Bond Market Index Fund - $42,994.14, Charter Communications Inc - $35,874.9, and United Parcel Service, Inc - $26,700. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Family CFO Inc's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.64M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $2.46M, Vanguard Total International Stock Index Fund Investor Shares - $2.12M, Vanguard Mortgage-Backed Securities Fund - $2.05M, Vanguard Dividend Appreciation ETF - $1.48M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Family CFO Inc's monthly returns?
Family CFO Inc'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 Family CFO Inc's strategy be considered aggressive or moderate?
Family CFO Inc's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Family CFO Inc's strategy?
Family CFO Inc's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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