Kris Kapoor Portfolio
Invests via Bakala Capital LLC | Managed by Kris Kapoor
Invests via Bakala Capital LLC
Managed by Kris Kapoor
Automatically Tracked
Kris Kapoor Profile
Senior-stage investor and operator focused on technology-enabled financial services and B2B SaaS. Kris Kapoor brings experience across growth equity, corporate development and product strategy, partnering with founders to scale go-to-market and execution. Known for transaction execution, portfolio operational support and board-level counsel, he leverages prior operating roles and an investment background to source and accelerate mid-market opportunities in North America and Europe.
Senior-stage investor and operator focused on technology-enabled financial services and B2B SaaS. Kris Kapoor brings experience across growth equity, corporate development and product strategy, partnering with founders to scale go-to-market and execution. Known for transaction execution, portfolio operational support and board-level counsel, he leverages prior operating roles and an investment background to source and accelerate mid-market opportunities in North America and Europe.
Investment Philosophy & Strategy
Kris targets senior-stage, tech-enabled financial services and B2B SaaS companies, deploying growth equity to accelerate go-to-market and product scaling across North America and Europe. He favors concentrated, founder-aligned investments with structured follow-on reserves, emphasizing clear unit economics, revenue momentum and capital efficiency. Investment decisions blend transaction rigor with operational playbooks—board-level counsel, sales ops and product strategy—to shorten execution risk and drive mid-term value creation (3–7 year horizon).
Kris targets senior-stage, tech-enabled financial services and B2B SaaS companies, deploying growth equity to accelerate go-to-market and product scaling across North America and Europe. He favors concentrated, founder-aligned investments with structured follow-on reserves, emphasizing clear unit economics, revenue momentum and capital efficiency. Investment decisions blend transaction rigor with operational playbooks—board-level counsel, sales ops and product strategy—to shorten execution risk and drive mid-term value creation (3–7 year horizon).
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:
27.1%
Gain -0.75%
Monthly
0.87%
Yearly
11.01%
Drawdown
12.45%
$22.47M
Equity
Holdings
$22.47M
Investment
$18.69M
$3.8M
Profit -$133,486.81
Realized
$19,151.69
Unrealized
$3.78M
Dividends
$1.21M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.75%
Profit
-$133,486.81
Win %
46%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$262,640.27
Win %
46%
This Month
Compared to last month
Gain
-0.44%
Profit
-$100,064.59
Win %
46%
This Year
Compared to last year
Gain
-1.58%
Profit
-$360,472.01
Win %
46%
SCHP Schwab U.S. TIPS ETF
+0.12%
+$1,177.41 
VB Vanguard Small-Cap ETF
-1.51%
-$8,021.4 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$25,381.53 
IWV ISHARES RUSSELL 3000 ETF
-1.2%
-$23,016.12 
VOO Vanguard S&P 500 ETF
-1.12%
-$46,866.24 
VO Vanguard Mid-Cap ETF
-0.82%
-$6,774.24 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.33%
-$4,436.64 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$15,785.01 
BNDX Vanguard Total International Bond ETF
-0.23%
-$2,215.29 
AGG iShares Core U.S. Aggregate Bond ETF
-0.1%
-$1,632.48 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$535.23 Events
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Dividends
Dividend Analysis
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| Trades 90 | Longs Won 46/90 51% | Profit Factor 14.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $188,043.41 |
| Average Win $88,537.04 | Best Trade (Oct 14) $1.39M | Sharpe Ratio -58.14 |
| Average Loss -$6,201.14 | Worst Trade (Mar 30) -$99,859.32 | Z-Score -1.37 (83.34%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $42,220.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.36% |
| Consecutive Losing Trades | 3,623 | 3,261 | 2,899 | 2,536 | 2,174 | 1,812 | 1,449 | 1,087 | 725 | 362 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 17,184 | $1.68M | $1.64M | - | -$41,144.49 | -2.45% | -0.1% |
| BNDX Vanguard Total International Bond ETF | 20,139 | $981,127.73 | $948,546.9 | - | -$32,580.83 | -3.32% | -0.233% |
| IWV ISHARES RUSSELL 3000 ETF | 4,405 | $1.7M | $1.9M | - | $196,837.63 | 11.55% | -1.196% |
| SCHP Schwab U.S. TIPS ETF | 39,247 | $1.03M | $997,658.74 | - | -$32,397.38 | -3.15% | +0.118% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 32,864 | $1.39M | $1.35M | - | -$43,117.75 | -3.1% | -0.328% |
| VB Vanguard Small-Cap ETF | 1,844 | $405,545.04 | $522,995.28 | - | $117,450.24 | 28.96% | -1.511% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 21,409 | $1.67M | $1.66M | - | -$7,661.48 | -0.46% | -0.032% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 92,853 | $4.66M | $6.45M | - | $1.79M | 38.32% | -0.244% |
| VO Vanguard Mid-Cap ETF | 10,264 | $629,637.98 | $823,480.72 | - | $193,842.74 | 30.79% | -0.816% |
| VOO Vanguard S&P 500 ETF | 5,910 | $2.98M | $4.15M | - | $1.16M | 38.99% | -1.118% |
| VWO Vanguard FTSE Emerging Markets ETF | 35,009 | $1.55M | $2.03M | - | $478,753.95 | 30.81% | -1.233% |
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FAQ
Which stocks have generated the highest profits for Kris Kapoor?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $402,765.22, iShares 0-5 Year High Yield Corporate Bond ETF - $202,477.97, Vanguard Short-Term Corporate Bond ETF - $157,115.91, iShares Core U.S. Aggregate Bond ETF - $136,038.44, and Vanguard FTSE Emerging Markets ETF - $117,211.05. 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: ISHARES RUSSELL 3000 ETF - $94,675.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kris Kapoor's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.21M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $314,380.89, iShares 0-5 Year High Yield Corporate Bond ETF - $201,430.77, Vanguard Short-Term Corporate Bond ETF - $154,771.22, iShares Core U.S. Aggregate Bond ETF - $134,438.2, and Vanguard FTSE Emerging Markets ETF - $95,873.03. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kris Kapoor's monthly returns?
Kris Kapoor's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Kris Kapoor's strategy be considered aggressive or moderate?
Kris Kapoor's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Kris Kapoor's strategy?
Kris Kapoor's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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