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:
115.42%
Gain +4.98%
Monthly
1.26%
Yearly
16.24%
Drawdown
22.59%
$259.76M
Equity
Holdings
$259.76M
Investment
$178.55M
$89.09M
Profit +$6.98M
Realized
$7.88M
Unrealized
$81.21M
Dividends
$15.71M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.98%
Profit
$6.98M
Win %
90%
This Week
Compared To Last Week
Gain
3.04%
Profit
$7.66M
Win %
90%
This Month
Compared to last month
Gain
3.04%
Profit
$7.66M
Win %
90%
This Year
Compared to last year
Gain
-0.03%
Profit
-$71,015.2
Win %
82%
AMZN Amazon.com Inc
+15.32%
+$32,435.91 
NVDA NVIDIA Corporation
+2.93%
+$9,535.71 
ORCL Oracle Corporation
+1.81%
+$3,608.22 
VUG Vanguard Growth ETF
+1.1%
+$65,981.64 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$36,709.68 
AAUA Alpha Architect US Equity 3 ETF
+0.86%
+$30,933.21 
AAEQ Alpha Architect US Equity 2 ETF
+0.81%
+$8,456.95 
TSLA Tesla, Inc.
+0.76%
+$6,556.02 
VOO Vanguard S&P 500 ETF
+0.71%
+$80,885.65 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$8,613.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$298,917.14 
AVGO Broadcom Inc.
+0.37%
+$8,064 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,148.48 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$6,557.4 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$520.08 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$435.84 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$96.43 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
WCCB West Coast Community Bancorp
0%
$0 
AAPL Apple Inc.
-7.35%
-$36,951.64 
SLV iShares Silver Trust
-2.13%
-$4,776.6 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$6,596.17 
VNQI Vanguard Global ex-US Real Estate Index Fund
-1.14%
-$6,401.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$18,543.22 
BE Bloom Energy Corporation
-0.63%
-$89,080 
VNQ Vanguard Real Estate ETF
-0.54%
-$12,273.66 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$1,385.34 
DFIV Dimensional International Value ETF
-0.47%
-$17,425.8 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$65,877.78 
VGT Vanguard Information Technology ETF
-0.38%
-$915.04 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$92,739.57 
VXF Vanguard Extended Market ETF
-0.3%
-$10,003.19 
IGF iShares Global Infrastructure ETF
-0.28%
-$887.87 
VTV Vanguard Value ETF
-0.27%
-$21,021.34 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$1,818.4 
BNDX Vanguard Total International Bond ETF
-0.23%
-$793.43 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$1,791.75 
VB Vanguard Small-Cap ETF
-0.22%
-$1,305.44 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$5,063.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$48,805.92 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$35,244 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$19,907.89 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$2,013.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$14,385.96 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$999.3 Events
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Dividends
Dividend Analysis
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| Trades 665 | Longs Won 465/665 69% | Profit Factor 30.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $908,101.47 |
| Average Win $198,073.27 | Best Trade (Aug 10) $16.36M | Sharpe Ratio -9.48 |
| Average Loss -$15,055.22 | Worst Trade (Dec 31) -$333,467.28 | Z-Score 12.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 1d | Expectancy $133,974.48 |
| 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
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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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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 - $2.45M, Vanguard Total International Stock Index Fund Investor Shares - $2.13M, Vanguard Mortgage-Backed Securities Fund - $1.54M, and Vanguard Dividend Appreciation ETF - $1.38M. 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 - $305,345.56, 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 $15.71M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $2.31M, Vanguard Total International Stock Index Fund Investor Shares - $2.08M, Vanguard Mortgage-Backed Securities Fund - $1.94M, Vanguard Dividend Appreciation ETF - $1.39M, and Vanguard Intermediate-Term Corporate Bond Fund - $1.35M. 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.
