Nitin Kumbhani Portfolio
Invests via Accent Capital Management, LLC | Managed by Nitin Kumbhani
Invests via Accent Capital Management, LLC
Managed by Nitin Kumbhani
Automatically Tracked
Nitin Kumbhani Profile
Serial entrepreneur and investor focused on fintech, payments and enterprise software. Nitin Kumbhani has founded and scaled multiple startups, led product and go-to-market teams, and participated in venture rounds and M&A. Combines operator-to-investor experience, serves on early-stage boards, sources deals in seed to Series A, and advises founders on growth and fundraising.
Serial entrepreneur and investor focused on fintech, payments and enterprise software. Nitin Kumbhani has founded and scaled multiple startups, led product and go-to-market teams, and participated in venture rounds and M&A. Combines operator-to-investor experience, serves on early-stage boards, sources deals in seed to Series A, and advises founders on growth and fundraising.
Investment Philosophy & Strategy
Operator-led, founder-first investment approach prioritizing early-stage fintech, payments and enterprise software opportunities where product-market fit and go-to-market leverage are evident. Focuses capital on seed to Series A rounds with concentrated, conviction-weighted allocations and explicit follow-on reserves to support scaling through growth inflection points. Underwrites investments through an operator’s lens: product velocity, revenue unit economics, founder execution and customer retention. Time horizon is growth-oriented (3–7 years) with active board engagement, hands-on GTM and fundraising support to de-risk commercialization and accelerate exit optionality.
Operator-led, founder-first investment approach prioritizing early-stage fintech, payments and enterprise software opportunities where product-market fit and go-to-market leverage are evident. Focuses capital on seed to Series A rounds with concentrated, conviction-weighted allocations and explicit follow-on reserves to support scaling through growth inflection points. Underwrites investments through an operator’s lens: product velocity, revenue unit economics, founder execution and customer retention. Time horizon is growth-oriented (3–7 years) with active board engagement, hands-on GTM and fundraising support to de-risk commercialization and accelerate exit optionality.
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:
73.17%
Gain +0.2%
Monthly
1.71%
Yearly
22.59%
Drawdown
23.11%
$237.33M
Equity
Holdings
$237.33M
Investment
$225.82M
$84.35M
Profit +$399,752.51
Realized
$72.84M
Unrealized
$11.51M
Dividends
$3.44M
Goals
Avg. 77.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$399,752.51
Win %
54%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.28M
Win %
54%
This Month
Compared to last month
Gain
0.23%
Profit
$548,434.53
Win %
54%
This Year
Compared to last year
Gain
2.75%
Profit
$6.36M
Win %
60%
LITE Lumentum Holdings Inc.
+13.63%
+$10,852.36 
FCEL FuelCell Energy, Inc.
+12.87%
+$1,370.85 
BE Bloom Energy Corporation
+12.29%
+$2,958.3 
EAT Brinker International Inc.
+11.07%
+$1,299.03 
NOK Nokia Corporation Sponsored ADR
+9.32%
+$3,161.84 
FN Fabrinet
+8.75%
+$322 
MXL MaxLinear Inc.
+7.69%
+$493.83 
AXTI AXT, Inc.
+6.36%
+$525.28 
OSCR Oscar Health, Inc.
+5.86%
+$1,687.56 
ORCL Oracle Corporation
+5.36%
+$3,120 
SNEX StoneX Group Inc.
+5.2%
+$499.06 
MATX Matson Inc.
+4.91%
+$732.92 
LRCX Lam Research Corporation
+4.72%
+$161,376.49 
GFS GlobalFoundries Inc.
+4.64%
+$191.16 
VSCO Victoria's Secret & Co.
+4.27%
+$40,747.95 
PRAX Praxis Precision Medicines Inc.
+4.22%
+$782.5 
RYTM Rhythm Pharmaceuticals Inc.
+4.21%
+$508.79 
BTSGU BrightSpring Health Services, Inc. 6.75% Preferred Stock due 2027
+4.09%
+$1,324.3 
KYMR Kymera Therapeutics Inc.
+4.02%
+$1,547.91 
JBHT J.B. Hunt Transport Services, Inc.
+3.99%
+$232.76 
IDCC InterDigital, Inc.
+3.95%
+$601.2 
COKE Coca-Cola Consolidated Inc.
+3.88%
+$15,390.78 
IHG Intercontinental Hotels Group PLC ADR
+3.82%
+$589.05 
ASTS AST SpaceMobile, Inc.
+3.74%
+$64.32 
ARCB ArcBest Corporation
+3.59%
+$823.03 
H Hyatt Hotels Corporation
+3.32%
+$802.2 
WT WisdomTree, Inc.
+3.32%
+$479.61 
INTC Intel Corporation
+3.32%
+$66,063.6 
AMRX Amneal Pharmaceuticals Inc.
+3.27%
+$1,100.4 
MTZ MasTec, Inc. Common Stock
+3.1%
+$126.9 
COCO The Vita Coco Company, Inc.
+3.09%
+$398 
KOD Kodiak Sciences Inc.
+3.09%
+$295.1 
NVDA NVIDIA Corporation
+3.03%
+$709,782.11 
CBOE Cboe Global Markets Inc.
+2.92%
+$198 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+2.89%
+$1,696 
KINS Kingstone Companies Inc.
+2.88%
+$171.6 
ENLT Enlight Renewable Energy Ltd.
+2.87%
+$410.01 
MOG-A Moog Inc.
+2.84%
+$473.6 
HEI.A Heico Corporation
+2.83%
+$254.66 
Q Qnity Electronics Inc.
+2.78%
+$153.6 
GEV GE Vernova Inc.
+2.77%
+$111,939.9 
JBL Jabil Inc.
+2.68%
+$210.1 
VIK Viking Holdings Ltd
+2.6%
+$176.88 
NRIX Nurix Therapeutics Inc.
+2.58%
+$501.16 
CW Curtiss-Wright Corporation
+2.51%
+$159.75 
PTGX Protagonist Therapeutics Inc.
+2.51%
+$513.36 
WMT Walmart Inc.
+2.43%
+$49,329.5 
ALHC Alignment Healthcare, Inc.
+2.42%
+$95.04 
NVT nVent Electric plc
+2.39%
+$156 
VRT Vertiv Holdings Co
+2.32%
+$48,018.05 
FTDR Frontdoor, Inc.
+2.31%
+$422.67 
HST Host Hotels & Resorts Inc.
+2.29%
+$459 
WEC WEC Energy Group Inc.
+2.28%
+$187.11 
VCTR Victory Capital Holdings, Inc. Class A
+2.27%
+$412.8 
HON Honeywell International Inc.
+2.27%
+$45,706.32 
OUST Ouster, Inc.
+2.19%
+$558.36 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.18%
+$149.82 
ALKS Alkermes plc
+2.17%
+$256.8 
IBKR Interactive Brokers Group Inc.
+2.09%
+$3,609.6 
VEEV Veeva Systems Inc.
+2.08%
+$1,025.44 
EME EMCOR Group, Inc.
+2.02%
+$165.4 
DAVE Dave Inc. Class A Common Stock
+2%
+$303.31 
DGII Digi International Inc.
+1.99%
+$265.6 
MRK Merck & Co., Inc.
+1.92%
+$1,050 
EPRT Essential Properties Realty Trust, Inc.
+1.9%
+$196.65 
WELL Welltower Inc.
+1.89%
+$9,193.09 
AMD Advanced Micro Devices, Inc.
+1.81%
+$24,168.21 
SOLS Sollensys Corp
+1.8%
+$1,026.3 
KRYS Krystal Biotech Inc.
+1.78%
+$180.11 
FLEX Flex Ltd.
+1.73%
+$84.8 
SBUX Starbucks Corporation
+1.72%
+$7,389.54 
WFC Wells Fargo & Company
+1.69%
+$597.92 
BWXT Bwx Technologies Inc.
+1.68%
+$213.75 
FIVE Five Below, Inc.
+1.67%
+$324.11 
LHX L3Harris Technologies, Inc.
+1.65%
+$113.28 
CLH Clean Harbors Inc.
+1.64%
+$81.6 
CM Canadian Imperial Bank of Commerce
+1.63%
+$465.6 
KGS Kodiak Gas Services Inc.
+1.57%
+$179.52 
STT State Street Corp
+1.54%
+$182.07 
EWBC East West Bancorp Inc.
+1.51%
+$102.51 
U Unity Software Inc.
+1.5%
+$6,016.56 
BELFB Bel Fuse Inc.
+1.5%
+$152.25 
ODFL Old Dominion Freight Line, Inc.
+1.49%
+$6,220 
CAT Caterpillar Inc.
+1.45%
+$11,985.38 
RKLB Rocket Lab Corporation
+1.45%
+$1,061.4 
IMAX Imax Corporation
+1.44%
+$213.89 
EXPE Expedia Group, Inc.
+1.4%
+$11,249.98 
ANRO Alto Neuroscience Inc.
+1.39%
+$146.4 
FDX FedEx Corporation
+1.35%
+$1,953 
C Citigroup Inc.
+1.33%
+$745.72 
ARGX argenx SE American Depositary Receipt
+1.3%
+$11,811.75 
UMBF UMB Financial Corporation
+1.29%
+$307.51 
ENVA Enova International Inc.
+1.28%
+$249.28 
BAC Bank of America Corporation
+1.27%
+$24,816.78 
ALNY Alnylam Pharmaceuticals Inc
+1.24%
+$52.25 
CTRE CareTrust REIT Inc.
+1.24%
+$166.56 
FDXF FedEx Freight Holding Company Inc.
+1.24%
+$389.25 
VST Vistra Corp
+1.21%
+$79.2 
PECO Phillips Edison & Company, Inc.
+1.21%
+$127.68 
WLDN Willdan Group, Inc.
+1.16%
+$73.72 
O Realty Income Corporation
+1.13%
+$106.4 
HONA Honeywell Aerospace Inc.
+1.13%
+$16,373.81 
WRBY Warby Parker Inc.
+1.12%
+$122.36 
NWG NatWest Group plc Sponsored ADR
+1.1%
+$1,155.64 
CASY Casey's General Stores Inc.
+1.1%
+$6,639.38 
COP ConocoPhillips
+1.1%
+$8,150.28 
HWC Hancock Whitney Corporation
+1.05%
+$154.16 
CPA Copa Holdings S.A.
+1.01%
+$272 
AXP American Express Company
+0.96%
+$20,918.11 
SU Suncor Energy Inc.
+0.95%
+$7,505.4 
AMG Affiliated Managers Group Inc.
+0.93%
+$139.86 
HSBC HSBC Holdings plc Sponsored ADR
+0.88%
+$447.72 
MTRN Materion Corporation
+0.88%
+$145.14 
JPM JPMorgan Chase & Co.
+0.87%
+$46,274.05 
POR Portland General Electric Company
+0.85%
+$87.33 
LAUR Laureate Education Inc.
+0.84%
+$131.44 
MYRG Myr Group Inc.
+0.83%
+$63.02 
UBSI United Bankshares, Inc.
+0.82%
+$110.4 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.81%
+$840 
FCNCA First Citizens BancShares, Inc.
+0.81%
+$1,163.53 
PH Parker-Hannifin Corporation
+0.77%
+$827.2 
GTX Garrett Motion Inc.
+0.76%
+$90.64 
NRG NRG Energy, Inc.
+0.73%
+$47.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.71%
+$107.88 
VONG Vanguard Russell 1000 Growth Fund
+0.69%
+$1,320 
NDAQ Nasdaq, Inc.
+0.67%
+$53.76 
IWF iShares Russell 1000 Growth ETF
+0.66%
+$246 
OHI Omega Healthcare Investors Inc.
+0.66%
+$41.1 
TRNO Terreno Realty Corporation
+0.61%
+$62.16 
ASML ASML Holding N.V. New York Registry Shares
+0.59%
+$7,333.27 
ROKU Roku, Inc.
+0.58%
+$2,444.64 
IWM iShares Russell 2000 ETF
+0.57%
+$30.96 
MCD McDonald's Corporation
+0.56%
+$232.5 
COST Costco Wholesale Corporation
+0.56%
+$31,635.1 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.55%
+$174 
FULT Fulton Financial Corporation
+0.54%
+$71.89 
RMD ResMed Inc.
+0.52%
+$24.36 
FCX Freeport-McMoRan Inc.
+0.51%
+$3,902.85 
HBAN Huntington Bancshares Incorporated
+0.51%
+$391.5 
MUSA Murphy USA Inc.
+0.5%
+$32.52 
SPEM SPDR Portfolio Emerging Markets ETF
+0.48%
+$100 
OBT Orange County Bancorp Inc.
+0.45%
+$35.7 
LLY Eli Lilly and Company
+0.43%
+$27,846.33 
IWN iShares Russell 2000 Value ETF
+0.43%
+$12.48 
BCPC Balchem Corporation
+0.42%
+$42.75 
VTV Vanguard Value ETF
+0.42%
+$563.99 
JNJ Johnson & Johnson
+0.41%
+$990.05 
KYTX Kyverna Therapeutics, Inc.
+0.37%
+$16.35 
CBU Community Bank System, Inc.
+0.37%
+$39.6 
VICI Vici Properties Inc.
+0.35%
+$22.41 
PRU Prudential Financial, Inc.
+0.34%
+$25.62 
LH Labcorp Holdings Inc.
+0.33%
+$135.68 
IWC iShares Micro-Cap ETF
+0.33%
+$3.89 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$381.07 
VUG Vanguard Growth ETF
+0.32%
+$840 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.31%
+$8,144.43 
DE Deere & Company
+0.29%
+$3,185.02 
RCL Royal Caribbean Group
+0.28%
+$1,558.07 
ENS EnerSys
+0.27%
+$30.6 
GS The Goldman Sachs Group, Inc.
+0.27%
+$1,539.98 
KO The Coca-Cola Company
+0.27%
+$1,104 
SCHX Schwab U.S. Large-Cap ETF
+0.26%
+$600 
SPY SPDR S&P 500 ETF Trust
+0.25%
+$30,627.01 
VOO Vanguard S&P 500 ETF
+0.25%
+$24,594.78 
QCOM QUALCOMM Incorporated
+0.24%
+$780.03 
VIG Vanguard Dividend Appreciation ETF
+0.22%
+$682 
SCCO Southern Copper Corporation
+0.21%
+$1,440.6 
PEP PepsiCo, Inc.
+0.21%
+$2,012.6 
ETSY Etsy Inc.
+0.19%
+$631.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.18%
+$456.69 
MDGL Madrigal Pharmaceuticals, Inc.
+0.17%
+$28.83 
MKC McCormick & Company, Incorporated
+0.15%
+$28 
IHE iShares U.S. Pharmaceuticals ETF
+0.14%
+$70 
QUAL iShares MSCI USA Quality Factor ETF
+0.13%
+$9.9 
HWM Howmet Aerospace Inc.
+0.1%
+$22.62 
SPVM Invesco S&P 500 Value with Momentum ETF
+0.07%
+$52.3 
ICE Intercontinental Exchange, Inc.
+0.05%
+$60 
NEE NextEra Energy, Inc.
+0.05%
+$290.6 
CPRX Catalyst Pharmaceuticals Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 G200
G2004J103
0%
$0 
LQDA Liquidia Corporation
-10.52%
-$1,379.74 
TLNE TALEN ENERGY CORP NEW
-9.14%
-$2,920.32 
TPL Texas Pacific Land Corporation
-6.08%
-$29,481.6 
COR Cencora, Inc.
-5.9%
-$26,910.2 
MELI MercadoLibre, Inc.
-5.76%
-$1,563.94 
AXON Axon Enterprise, Inc.
-5.74%
-$328.77 
HUBS HubSpot, Inc.
-4.71%
-$207.8 
CGEH Capstone Green Energy Corporation
-4.37%
-$416.25 
FTK Flotek Industries Inc.
-4.25%
-$379.5 
TPR Tapestry Inc.
-4.24%
-$28,546.36 
UBER Uber Technologies, Inc.
-4.05%
-$19,140.42 
SEDG SolarEdge Technologies Inc.
-3.87%
-$21,936.45 
VCYT Veracyte Inc.
-3.73%
-$347.73 
TWLO Twilio Inc.
-3.65%
-$51,996.09 
CGNX Cognex Corporation
-3.54%
-$207.39 
RBA Rb Global Inc.
-3.54%
-$256.77 
EBAY eBay Inc.
-3.49%
-$10,637.51 
META Meta Platforms Inc Class A
-3.38%
-$375,056.18 
PLMR Palomar Holdings Inc.
-3.15%
-$224.1 
HD The Home Depot, Inc.
-3.12%
-$26,144.35 
IDXX IDEXX Laboratories, Inc.
-2.74%
-$144.54 
CAH Cardinal Health Inc.
-2.54%
-$213.5 
ALL Allstate Corporation
-2.44%
-$185.31 
LOW Lowe's Companies Inc.
-2.39%
-$20,000.64 
DDOG Datadog, Inc. Class A Common Stock
-2.38%
-$164.36 
PGR Progressive Corporation
-2.35%
-$687.24 
BB BlackBerry Ltd.
-2.34%
-$13,960.38 
MSFT Microsoft Corp.
-2.26%
-$412,661.56 
ARWR Arrowhead Pharmaceuticals Inc.
-2.23%
-$199 
LEU Centrus Energy Corp.
-2.18%
-$677.32 
BABA Alibaba Group Holding Limited SP ADR
-2.06%
-$12,287.36 
MP MP Materials Corp.
-2.05%
-$84.75 
OKTA Okta Inc.
-2.02%
-$11,386.74 
TJX The TJX Companies, Inc.
-2.01%
-$23,137.03 
NKE Nike, Inc. - Class B
-1.96%
-$810 
FND Floor & Decor Holdings, Inc.
-1.93%
-$2,841.93 
FSS Federal Signal Corp.
-1.87%
-$303.66 
RBLX Roblox Corporation
-1.85%
-$36.85 
AMZN Amazon.com Inc
-1.83%
-$226,296.05 
RDDT Reddit Inc Class A
-1.75%
-$76.72 
CRS Carpenter Technology Corporation
-1.66%
-$830.49 
PDD PDD Holdings Inc. American Depositary Shares
-1.62%
-$952.25 
APA APA Corporation
-1.6%
-$163.15 
TSLA Tesla, Inc.
-1.59%
-$56,731.09 
HAL Halliburton Company
-1.51%
-$104.04 
NVS Novartis AG Sponsored ADR
-1.48%
-$1,003.02 
CSTM Constellium SE
-1.37%
-$264.86 
SQM Quimica y Minera Chilena S.A. ADR
-1.34%
-$302.64 
BRK-A Berkshire Hathaway Inc.
-1.34%
-$20,726.76 
ROL Rollins, Inc.
-1.32%
-$53.41 
MUR Murphy Oil Corporation
-1.29%
-$178.48 
JCI Johnson Controls International plc
-1.27%
-$429.46 
ADMA Adma Biologics Inc.
-1.26%
-$87.62 
BRK-B Berkshire Hathaway Inc.
-1.25%
-$2,325.6 
URI United Rentals, Inc.
-1.25%
-$5,830.31 
GSK GSK plc Sponsored ADR
-1.18%
-$468.6 
SHW The Sherwin-Williams Company
-1.16%
-$941.06 
AGX Argan Inc.
-1.11%
-$89.74 
VTRS Viatris Inc.
-1.11%
-$157.5 
CNX CNX Resources Corporation
-1.08%
-$127.92 
BIDU Baidu Inc.
-1.04%
-$1,032.9 
DEO Diageo plc Sponsored ADR
-1.03%
-$294 
T AT&T Inc.
-1.02%
-$95.75 
XYL Xylem Inc.
-1.01%
-$61.25 
XYZ Block, Inc.
-1%
-$67.94 
PBR Petrobras S.A. Sponsored ADR
-0.95%
-$347.48 
V Visa Inc. Class A
-0.94%
-$38,573.11 
FSV FirstService Corporation
-0.93%
-$113.05 
ADM Archer-Daniels-Midland Co
-0.91%
-$73.73 
CTVA Corteva Inc.
-0.91%
-$80.73 
BA Boeing Company
-0.87%
-$6,164.91 
IQV IQVIA Holdings Inc.
-0.87%
-$362.1 
AAPL Apple Inc.
-0.87%
-$219,051 
TGTX TG Therapeutics, Inc.
-0.8%
-$85.6 
MHO M/I Homes Inc.
-0.8%
-$450.12 
ALB Albemarle Corporation
-0.79%
-$49.98 
NFLX Netflix, Inc.
-0.78%
-$243.6 
ASMB Assembly Biosciences Inc.
-0.77%
-$44.52 
RTO Rentokil Initial plc Sponsored ADR
-0.73%
-$254.16 
OSIS Osi Systems Inc.
-0.7%
-$76.61 
CTSH Cognizant Technology Solutions Corporation
-0.68%
-$44 
NU Nu Holdings Ltd.
-0.66%
-$3,963.24 
CNO CNO Financial Group Inc.
-0.64%
-$81.2 
DUOL Duolingo, Inc.
-0.6%
-$20.25 
SNOW Snowflake Inc.
-0.56%
-$10,142.6 
CHWY Chewy Inc.
-0.53%
-$860.28 
ABBV AbbVie Inc.
-0.53%
-$4,694.92 
SHEL Shell plc
-0.47%
-$320.35 
CINF Cincinnati Financial Corporation
-0.43%
-$79.92 
MIR Mirion Technologies, Inc.
-0.39%
-$20.82 
DG Dollar General Corporation
-0.39%
-$1,951.91 
RL Ralph Lauren Corporation
-0.34%
-$95.9 
BBY Best Buy Co., Inc.
-0.34%
-$92.12 
TMO Thermo Fisher Scientific Inc.
-0.33%
-$2,101.44 
MA Mastercard Incorporated
-0.3%
-$10,562.67 
HLIO Helios Technologies, Inc.
-0.3%
-$31.68 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
-0.3%
-$272.72 
BKNG Booking Holdings Inc.
-0.29%
-$3,050 
SYK Stryker Corporation
-0.27%
-$188 
PIPR Piper Sandler Companies
-0.25%
-$19.76 
INCY Incyte Corporation
-0.25%
-$17.1 
BN Brookfield Corporation
-0.25%
-$35.64 
SOFI SoFi Technologies, Inc.
-0.22%
-$6.48 
ARMK Aramark
-0.2%
-$17.52 
GOOG Alphabet Inc
-0.18%
-$37,159.29 
MAMA Mama's Creations Inc.
-0.17%
-$31.26 
AZN AstraZeneca PLC American Depositary Shares
-0.16%
-$219.5 
EL The Estée Lauder Companies Inc. Class A
-0.11%
-$595.7 
CNQ Canadian Natural Resources Limited
-0.08%
-$34.76 
GOOGL Alphabet Inc
-0.08%
-$5,665.74 
FROG JFrog Ltd
-0.07%
-$7.8 
FTI TechnipFMC plc
-0.07%
-$20.5 
HQY HealthEquity Inc.
-0.07%
-$5.6 
CBRE CBRE Group Inc.
-0.04%
-$2.4 
CVX Chevron Corporation
-0.03%
-$8.46 
AVGO Broadcom Inc.
-0.01%
-$323.23 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1641 | Longs Won 959/1641 58% | Profit Factor 5.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $477,094.94 |
| Average Win $107,791.16 | Best Trade (Mar 31) $13.54M | Sharpe Ratio -11.86 |
| Average Loss -$27,742.53 | Worst Trade (Sep 10) -$1.65M | Z-Score -1.86 (95.8%) |
| Commissions $0 | Avg. Trade Length 8m 3w 1d | Expectancy $51,401.15 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,547 | 7,692 | 6,838 | 5,983 | 5,128 | 4,274 | 3,419 | 2,564 | 1,709 | 855 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 82,350 | $23.21M | $24.89M | - | $1.68M | 7.22% | -0.872% |
| ABBV AbbVie Inc. | 3,530 | $828,185.1 | $878,122.76 | - | $49,937.66 | 6.03% | -0.532% |
| ADM Archer-Daniels-Midland Co | 101 | $7,716 | $8,052.73 | - | $336.73 | 4.36% | -0.907% |
| ADMA Adma Biologics Inc. | 701 | $5,867 | $6,855.78 | - | $988.78 | 16.85% | -1.262% |
| AGX Argan Inc. | 14 | $11,180 | $8,009.4 | - | -$3,170.6 | -28.36% | -1.108% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 22 | $10,626 | $7,013.6 | - | -$3,612.4 | -34% | +2.183% |
| ALB Albemarle Corporation | 49 | $6,616 | $6,288.66 | - | -$327.34 | -4.95% | -0.788% |
| ALHC Alignment Healthcare, Inc. | 297 | $7,072 | $4,015.44 | - | -$3,056.56 | -43.22% | +2.424% |
| ALKS Alkermes plc | 240 | $11,536.8 | $12,067.2 | - | $530.4 | 4.6% | +2.174% |
| ALL Allstate Corporation | 29 | $6,927 | $7,419.36 | - | $492.36 | 7.11% | -2.437% |
| ALNY Alnylam Pharmaceuticals Inc | 19 | $5,720 | $4,255.05 | - | -$1,464.95 | -25.61% | +1.243% |
| AMD Advanced Micro Devices, Inc. | 2,807 | $986,951.03 | $1.36M | - | $368,633.45 | 37.35% | +1.815% |
| AMG Affiliated Managers Group Inc. | 42 | $14,213 | $15,220.8 | - | $1,007.8 | 7.09% | +0.927% |
| AMRX Amneal Pharmaceuticals Inc. | 1,965 | $34,014 | $34,701.9 | - | $687.9 | 2.02% | +3.275% |
| AMZN Amazon.com Inc | 45,350 | $10.53M | $12.12M | - | $1.59M | 15.11% | -1.833% |
| ANRO Alto Neuroscience Inc. | 366 | $9,659 | $10,679.88 | - | $1,020.88 | 10.57% | +1.39% |
| APA APA Corporation | 251 | $8,175 | $10,032.47 | - | $1,857.47 | 22.72% | -1.6% |
| ARCB ArcBest Corporation | 169 | $24,258 | $23,766.47 | - | -$491.53 | -2.03% | +3.587% |
| ARGX argenx SE American Depositary Receipt | 1,049 | $973,231 | $918,924 | - | -$54,307 | -5.58% | +1.302% |
| ARMK Aramark | 146 | $8,307 | $8,811.1 | - | $504.1 | 6.07% | -0.198% |
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FAQ
Which stocks have generated the highest profits for Nitin Kumbhani?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $17.85M, Alphabet Inc - $11.83M, Apple Inc - $5.99M, Meta Platforms Inc Class A - $4.18M, and SPDR S&P 500 ETF Trust - $3.72M. 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: UnitedHealth Group Incorporated - $1.23M, SPDR Gold Shares - $765,853.56, Spotify Technology S.A - $683,822.22, Microsoft Corp - $508,706.72, and Adobe Inc - $361,700.98. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nitin Kumbhani's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.44M earned over time. The largest contributors to dividend income include Microsoft Corp - $339,982.6, SPDR S&P 500 ETF Trust - $283,616.57, Apple Inc - $247,671.83, JPMorgan Chase & Co - $177,187.7, and Alphabet Inc - $140,071.96. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nitin Kumbhani's monthly returns?
Nitin Kumbhani'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 Nitin Kumbhani's strategy be considered aggressive or moderate?
Nitin Kumbhani'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 Nitin Kumbhani's strategy?
Nitin Kumbhani'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.
