Mukunda Loprinzi Portfolio
Invests via MEKETA INVESTMENT GROUP Inc. /ADV | Managed by Rafi Zaman, John A. Haggerty, Christy Fields, Sarah Bernstein, Frank Benham
Invests via MEKETA INVESTMENT GROUP Inc. /ADV
Managed by Rafi Zaman, John A. Haggerty, Christy Fields, Sarah Bernstein, Frank Benham
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Mukunda Loprinzi Profile
Mukunda Loprinzi has carved a distinct niche as an entrepreneurial founder, utilizing extensive expertise in innovative technology solutions. With a strong background in software engineering and business development, he established his first startup focused on AI-driven applications that enhance user experience across various platforms. His commitment to driving growth is reflected in strategic partnerships that leverage cutting-edge technologies within emerging markets. Beyond founding ventures, Mukunda serves as a mentor to aspiring entrepreneurs, promoting a culture of innovation and sustainability within the tech ecosystem. His ongoing initiatives contribute significantly to the digital transformation landscape.
Mukunda Loprinzi has carved a distinct niche as an entrepreneurial founder, utilizing extensive expertise in innovative technology solutions. With a strong background in software engineering and business development, he established his first startup focused on AI-driven applications that enhance user experience across various platforms. His commitment to driving growth is reflected in strategic partnerships that leverage cutting-edge technologies within emerging markets. Beyond founding ventures, Mukunda serves as a mentor to aspiring entrepreneurs, promoting a culture of innovation and sustainability within the tech ecosystem. His ongoing initiatives contribute significantly to the digital transformation landscape.
Investment Philosophy & Strategy
With an acute focus on technological advancement, Mukunda Loprinzi operates at the forefront of innovation within the startup landscape. His ventures prioritize scalable solutions that address current market demands while anticipating future shifts in consumer behavior. By integrating artificial intelligence with user-centric design, he effectively enhances product functionalities and value propositions. An advocate for sustainable growth, strategic partnerships are pivotal to his approach, facilitating access to resources that propel new ideas into viable business models. This entrepreneurial mindset ensures a continuous cycle of development and adaptation in a rapidly evolving digital environment.
With an acute focus on technological advancement, Mukunda Loprinzi operates at the forefront of innovation within the startup landscape. His ventures prioritize scalable solutions that address current market demands while anticipating future shifts in consumer behavior. By integrating artificial intelligence with user-centric design, he effectively enhances product functionalities and value propositions. An advocate for sustainable growth, strategic partnerships are pivotal to his approach, facilitating access to resources that propel new ideas into viable business models. This entrepreneurial mindset ensures a continuous cycle of development and adaptation in a rapidly evolving digital 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:
0.1%
Gain -0.62%
Monthly
0%
Yearly
0.06%
Drawdown
27.92%
$29.06M
Equity
Holdings
$29.06M
Investment
$28.37M
$707,260.03
Profit -$440,864.8
Realized
$18,562.42
Unrealized
$688,697.61
Dividends
$1.66M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.62%
Profit
-$440,864.8
Win %
54%
This Week
Compared To Last Week
Gain
0.38%
Profit
$108,971.85
Win %
54%
This Month
Compared to last month
Gain
-1.49%
Profit
-$440,864.8
Win %
54%
This Year
Compared to last year
Gain
-2.12%
Profit
-$627,979.78
Win %
54%
APO Apollo Global Management, Inc.
+4.44%
+$58,921.56 
ARES Ares Management Corporation
+3.2%
+$35,456.03 
TPG TPG Inc.
+2.25%
+$14,380.8 
LNG Cheniere Energy Inc.
+2.13%
+$14,893.56 
OKE ONEOK, Inc.
+1.95%
+$13,385.82 
KMI Kinder Morgan, Inc.
+1.64%
+$10,745.8 
CG The Carlyle Group Inc.
+1.46%
+$18,742.68 
OWL Blue Owl Capital Inc.
+1.38%
+$5,943.84 
BN Brookfield Corporation
+1.19%
+$7,288.51 
UNP Union Pacific Corporation
+0.92%
+$16,909.17 
WMB The Williams Companies, Inc.
+0.89%
+$7,221.69 
STEP StepStone Group Inc.
+0.53%
+$3,303.49 
NSC Norfolk Southern Corporation
+0.46%
+$2,903.19 
KKR KKR & Co. Inc.
+0.45%
+$5,184.45 
CSX CSX Corporation
+0.42%
+$4,282.74 
SO The Southern Company
+0.21%
+$2,435.8 BAM
BAM
0%
$0 
AWK American Water Works Company, Inc.
-1.93%
-$21,732.48 
SRE Sempra
-1.15%
-$16,551.07 
NEE NextEra Energy, Inc.
-1.15%
-$20,007.09 
ATO Atmos Energy Corporation
-0.85%
-$12,070.8 
D Dominion Energy, Inc.
-0.8%
-$12,288.64 
AMT American Tower Corporation
-0.63%
-$7,819.97 
SBAC SBA Communications Corporation
-0.51%
-$5,015.79 
IGF iShares Global Infrastructure ETF
-0.28%
-$763.04 
CCI Crown Castle Inc.
-0.27%
-$2,788.17 
BX Blackstone Inc.
-0.25%
-$3,285.51 
HLNE Hamilton Lane Inc.
-0.04%
-$249.4 Events
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Dividends
Dividend Analysis
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No Data
| Trades 121 | Longs Won 74/121 61% | Profit Factor 1.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $118,270.53 |
| Average Win $65,751.48 | Best Trade (Aug 27) $355,784.02 | Sharpe Ratio -11.85 |
| Average Loss -$88,475.53 | Worst Trade (Jun 30) -$436,269 | Z-Score -1.15 (75.1%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $5,845.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.45% | 7.79% |
| Consecutive Losing Trades | 329 | 296 | 263 | 230 | 197 | 164 | 131 | 99 | 66 | 33 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMT American Tower Corporation | 7,109 | $1.5M | $1.23M | - | -$265,473.65 | -17.72% | -0.631% |
| APO Apollo Global Management, Inc. | 11,034 | $1.51M | $1.39M | - | -$124,024.75 | -8.21% | +4.441% |
| ARES Ares Management Corporation | 8,931 | $1.31M | $1.14M | - | -$165,402.07 | -12.63% | +3.199% |
| ATO Atmos Energy Corporation | 8,156 | $1.21M | $1.41M | - | $201,672.24 | 16.7% | -0.849% |
| AWK American Water Works Company, Inc. | 8,232 | $1.17M | $1.1M | - | -$65,932.79 | -5.63% | -1.93% |
| BAM BAM | 22,505 | $1.11M | $1.09M | - | -$16,046.13 | -1.45% | 0.0 |
| BN Brookfield Corporation | 14,577 | $509,320.38 | $619,959.81 | - | $110,639.43 | 21.72% | +1.19% |
| BX Blackstone Inc. | 10,267 | $1.44M | $1.31M | - | -$123,512 | -8.61% | -0.25% |
| CCI Crown Castle Inc. | 13,277 | $1.36M | $1.01M | - | -$345,906.82 | -25.45% | -0.274% |
| CG The Carlyle Group Inc. | 28,398 | $1.24M | $1.31M | - | $69,007.11 | 5.57% | +1.455% |
| CSX CSX Corporation | 20,394 | $612,864.38 | $1.03M | - | $414,993.22 | 67.71% | +0.418% |
| D Dominion Energy, Inc. | 21,944 | $1.21M | $1.52M | - | $304,056.86 | 25.05% | -0.803% |
| HLNE Hamilton Lane Inc. | 6,235 | $912,064.29 | $554,353.85 | - | -$357,710.44 | -39.22% | -0.045% |
| IGF iShares Global Infrastructure ETF | 4,016 | $209,916.23 | $268,308.96 | - | $58,392.73 | 27.82% | -0.284% |
| KKR KKR & Co. Inc. | 11,521 | $1.33M | $1.17M | - | -$163,367.78 | -12.27% | +0.446% |
| KMI Kinder Morgan, Inc. | 20,665 | $578,057.58 | $664,999.7 | - | $86,942.12 | 15.04% | +1.642% |
| LNG Cheniere Energy Inc. | 2,703 | $606,166.95 | $712,429.74 | - | $106,262.79 | 17.53% | +2.135% |
| NEE NextEra Energy, Inc. | 19,809 | $1.41M | $1.72M | - | $313,101.46 | 22.23% | -1.149% |
| NSC Norfolk Southern Corporation | 1,873 | $442,366.48 | $628,354.06 | - | $185,987.58 | 42.04% | +0.464% |
| OKE ONEOK, Inc. | 7,693 | $759,469.6 | $698,601.33 | - | -$60,868.27 | -8.01% | +1.954% |
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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 Mukunda Loprinzi?
The largest contributions to the portfolio's profits come from the following stocks: The Carlyle Group Inc - $568,872.24, Ares Management Corporation - $319,507.77, Brookfield Corporation - $224,841.42, BAM - $222,726.93, and American Tower Corporation - $181,642.36. 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: Apollo Global Management, Inc - $328,734.67, Blue Owl Capital Inc - $214,514.91, Vanguard Russell 1000 Growth Fund - $214,135.5, Blackstone Inc - $138,028.8, and SPDR S&P 500 ETF Trust - $119,074.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mukunda Loprinzi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.66M earned over time. The largest contributors to dividend income include Blackstone Inc - $122,607.95, The Carlyle Group Inc - $110,831.7, Ares Management Corporation - $98,635.14, Crown Castle Inc - $95,400.91, and Dominion Energy, Inc - $94,864.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mukunda Loprinzi's monthly returns?
Mukunda Loprinzi's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Mukunda Loprinzi's strategy be considered aggressive or moderate?
Mukunda Loprinzi'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 Mukunda Loprinzi's strategy?
Mukunda Loprinzi's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
