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:
49.67%
Gain +0.7%
Monthly
0.61%
Yearly
7.64%
Drawdown
15.48%
$256.5M
Equity
Holdings
$256.5M
Investment
$173.48M
$86.42M
Profit +$2.1M
Realized
$3.4M
Unrealized
$83.02M
Dividends
$14.62M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.7%
Profit
$2.1M
Win %
88%
This Week
Compared To Last Week
Gain
0.25%
Profit
$649,368.76
Win %
88%
This Month
Compared to last month
Gain
-1.34%
Profit
-$3.48M
Win %
88%
This Year
Compared to last year
Gain
14.72%
Profit
$32.91M
Win %
88%
BE Bloom Energy Corporation
+4.64%
+$969,456.28 
KD Kyndryl Holdings Inc.
+3.72%
+$5.88 
KEYS Keysight Technologies, Inc.
+3.08%
+$4,866.23 
ZS Zscaler Inc.
+2.67%
+$505.5 
AMAT Applied Materials, Inc.
+2.63%
+$653.4 
JPM JPMorgan Chase & Co.
+2.3%
+$151.62 
SYK Stryker Corporation
+2.11%
+$58.14 
TSLA Tesla, Inc.
+1.88%
+$20,886.44 
WFC Wells Fargo & Company
+1.64%
+$1,818.45 
BX Blackstone Inc.
+1.57%
+$349.6 
BLK BlackRock, Inc.
+1.56%
+$47.49 
ABBV AbbVie Inc.
+1.3%
+$58.3 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$5,046.3 
JNJ Johnson & Johnson
+1.07%
+$382.5 
V Visa Inc. Class A
+1.05%
+$40.08 
VO Vanguard Mid-Cap ETF
+0.97%
+$1,444.51 
VNQ Vanguard Real Estate ETF
+0.95%
+$20,050.3 
VTV Vanguard Value ETF
+0.94%
+$75,333.98 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$27,433.89 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$164,935.08 
OTIS Otis Worldwide Corporation
+0.87%
+$56.73 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$2,172.47 
DFLV Dimensional US Large Cap Value ETF
+0.81%
+$2,209.28 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$30,797.13 
XBI SPDR S&P Biotech ETF
+0.75%
+$525.99 
SBUX Starbucks Corporation
+0.75%
+$87.97 
HD The Home Depot, Inc.
+0.73%
+$239 
VB Vanguard Small-Cap ETF
+0.73%
+$4,650.43 
COST Costco Wholesale Corporation
+0.72%
+$1,328.1 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$10,177.33 
VNQI Vanguard Global ex-US Real Estate Index Fund
+0.68%
+$1,223.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$342,741.61 
VGT Vanguard Information Technology ETF
+0.6%
+$1,489.6 
DFIV Dimensional International Value ETF
+0.58%
+$20,885.15 
VOO Vanguard S&P 500 ETF
+0.58%
+$75,888.69 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$490.68 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$6,929.27 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$137,999.47 
GOOGL Alphabet Inc
+0.56%
+$44 
VXF Vanguard Extended Market ETF
+0.48%
+$17,191.2 
DFEV Dimensional Emerging Markets Value ETF
+0.47%
+$3,467.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$61,534.93 
GOOG Alphabet Inc
+0.46%
+$459.2 
FTCS First Trust Capital Strength ETF
+0.41%
+$85.02 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$5,565.02 
PEP PepsiCo, Inc.
+0.4%
+$72.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$9,636.27 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$93,085.54 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$9,702.75 
AMGN Amgen Inc.
+0.34%
+$483.12 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.32%
+$216.19 
SAP SAP SE Sponsored ADR
+0.31%
+$9.18 
A Agilent Technologies Inc.
+0.24%
+$256.68 
VUG Vanguard Growth ETF
+0.22%
+$13,480.5 
CARR Carrier Global Corporation
+0.21%
+$27.9 
NVDA NVIDIA Corporation
+0.18%
+$18.5 
AAEQ Alpha Architect US Equity 2 ETF
+0.17%
+$1,786.68 
BNDX Vanguard Total International Bond ETF
+0.17%
+$671.44 
MSFT Microsoft Corp.
+0.13%
+$161.2 
FDX FedEx Corporation
+0.07%
+$31.97 
VRSN Verisign Inc.
+0.06%
+$8.5 
ORCL Oracle Corporation
+0.05%
+$140.56 
PANW Palo Alto Networks, Inc.
+0.03%
+$1.05 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$116.35 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$194.6 
VBIL Vanguard 3-Month Treasury Bill ETF
0%
$0 
CTAS Cintas Corporation
-3.09%
-$89.92 
LLY Eli Lilly and Company
-2.41%
-$1,928.89 
AAPL Apple Inc.
-1.52%
-$6,781.5 
BURL Burlington Stores Inc.
-1.24%
-$42.5 
AMZN Amazon.com Inc
-1.21%
-$2,672.15 
UBER Uber Technologies, Inc.
-1.12%
-$821.34 
IBM International Business Machines Corporation
-0.97%
-$224.28 
AVGO Broadcom Inc.
-0.94%
-$362 
WRB-PH W.R. Berkley Corporation 4.125%
-0.78%
-$7.2 
CSCO Cisco Systems, Inc.
-0.6%
-$1,767.33 
RTX RTX Corporation
-0.33%
-$113.46 
CRM Salesforce Inc
-0.25%
-$4.51 
META Meta Platforms Inc Class A
-0.23%
-$140.4 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$169.89 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.19%
-$28,206.81 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$202.5 
WCCB West Coast Community Bancorp
-0.1%
-$232.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$7,199.34 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$3,158.54 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$42.68 Events
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Dividends
Dividend Analysis
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| Trades 599 | Longs Won 395/599 65% | Profit Factor 33.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.08M |
| Average Win $225,558.96 | Best Trade (Jun 12) $20.45M | Sharpe Ratio -10.47 |
| Average Loss -$13,120.17 | Worst Trade (Dec 31) -$333,467.28 | Z-Score 7.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 6d | Expectancy $144,272.58 |
| 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% | 0.13% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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