YR
Yarenis Rodriguez Portfolio
Invests via Pursue Wealth Partners LLC | Managed by Jarrett A. Brady, Gregory G. Kern
Invests via Pursue Wealth Partners LLC
Managed by Jarrett A. Brady, Gregory G. Kern
Automatically Tracked
Yarenis Rodriguez Profile
Yarenis Rodriguez has established a notable presence in the world of entrepreneurship and business leadership. With a focus on innovative solutions within technology-driven sectors, she has successfully launched several startups that emphasize consumer engagement and market responsiveness. Her commitment to fostering an inclusive work environment highlights her understanding of diverse perspectives as integral to corporate success. As an influential figure in the startup ecosystem, Rodriguez actively collaborates with other founders and investors to nurture new ideas, further solidifying her role as a key contributor in shaping modern business landscapes.
Yarenis Rodriguez has established a notable presence in the world of entrepreneurship and business leadership. With a focus on innovative solutions within technology-driven sectors, she has successfully launched several startups that emphasize consumer engagement and market responsiveness. Her commitment to fostering an inclusive work environment highlights her understanding of diverse perspectives as integral to corporate success. As an influential figure in the startup ecosystem, Rodriguez actively collaborates with other founders and investors to nurture new ideas, further solidifying her role as a key contributor in shaping modern business landscapes.
Investment Philosophy & Strategy
Opportunities in emerging technology sectors drive investment decisions for Yarenis Rodriguez, who embraces an entrepreneurial approach to her ventures. Leveraging her extensive background in launching and scaling startups, she prioritizes innovative business models that respond adeptly to consumer needs. Her strategic foresight enables collaborations that not only amplify market presence but also foster creative problem-solving within teams. Emphasizing adaptability and responsiveness, the strategy reflects a commitment to impactful growth while championing inclusivity as essential to success. This unique combination positions her as a leader poised to disrupt traditional paradigms in the startup ecosystem.
Opportunities in emerging technology sectors drive investment decisions for Yarenis Rodriguez, who embraces an entrepreneurial approach to her ventures. Leveraging her extensive background in launching and scaling startups, she prioritizes innovative business models that respond adeptly to consumer needs. Her strategic foresight enables collaborations that not only amplify market presence but also foster creative problem-solving within teams. Emphasizing adaptability and responsiveness, the strategy reflects a commitment to impactful growth while championing inclusivity as essential to success. This unique combination positions her as a leader poised to disrupt traditional paradigms in the startup ecosystem.
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:
56.42%
Gain +0.15%
Monthly
0.43%
Yearly
5.3%
Drawdown
25.37%
$192.52M
Equity
Holdings
$192.52M
Investment
$141.35M
$49.26M
Profit +$318,333.2
Realized
-$1.91M
Unrealized
$51.17M
Dividends
$9.29M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.15%
Profit
$318,333.2
Win %
80%
This Week
Compared To Last Week
Gain
-2.89%
Profit
-$5.72M
Win %
80%
This Month
Compared to last month
Gain
-2.29%
Profit
-$4.5M
Win %
80%
This Year
Compared to last year
Gain
-7.52%
Profit
-$14.92M
Win %
78%
CRWV CoreWeave, Inc.
+5.02%
+$19,533.41 
AMD Advanced Micro Devices, Inc.
+4.75%
+$79,732.35 
CEG Constellation Energy Corporation
+2.85%
+$11,094.18 
GS The Goldman Sachs Group, Inc.
+2.61%
+$35,867.74 
OUT OUTFRONT Media Inc.
+2.42%
+$12,766.48 
JPM JPMorgan Chase & Co.
+2.3%
+$61,053.33 
AXP American Express Company
+2.18%
+$19,460.03 
RAAX VanEck Real Assets ETF
+2.17%
+$13,915.65 
OXY Occidental Petroleum Corporation
+1.91%
+$19,445.7 
TSLA Tesla, Inc.
+1.88%
+$46,831.26 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.88%
+$32,159.4 
EPRT Essential Properties Realty Trust, Inc.
+1.76%
+$5,649.6 
FTXO First Trust Nasdaq Bank ETF
+1.66%
+$4,931.87 
WFC Wells Fargo & Company
+1.64%
+$7,465.5 
CAT Caterpillar Inc.
+1.48%
+$21,312 
AROC Archrock Inc.
+1.47%
+$3,171.52 
VICI Vici Properties Inc.
+1.46%
+$3,687.13 
XLF Financial Select Sector SPDR Fund
+1.39%
+$13,194.75 
ICVT iShares Convertible Bond ETF
+1.34%
+$20,709.06 
ABBV AbbVie Inc.
+1.3%
+$3,798.24 
CWB SPDR Bloomberg Convertible Securities ETF
+1.21%
+$14,592 
ASND Ascendis Pharma A/S
+1.14%
+$3,569.46 
CTMX CytomX Therapeutics Inc.
+1.01%
+$434.76 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.99%
+$77,207.55 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.95%
+$14,579.6 
VTV Vanguard Value ETF
+0.94%
+$4,396.27 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$13,980.88 
IWM iShares Russell 2000 ETF
+0.9%
+$33,627.7 
HDV iShares Core High Dividend ETF
+0.87%
+$4,194 
SMOT VanEck Morningstar SMID Moat ETF
+0.86%
+$14,936.13 
SUI Sun Communities Inc.
+0.81%
+$2,031.84 
XLE Energy Select Sector SPDR Fund
+0.77%
+$6,676.56 
CVX Chevron Corporation
+0.75%
+$13,472.1 
KMB Kimberly-Clark Corporation
+0.74%
+$2,629.5 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$1,828.66 
COST Costco Wholesale Corporation
+0.72%
+$8,178.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$36,411.26 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$13,876.17 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,916.63 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$26,060.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,045 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$16,107.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$11,103.09 
VGT Vanguard Information Technology ETF
+0.6%
+$2,917.6 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$2,066.92 
LMND Lemonade Inc.
+0.59%
+$1,354.07 
VOO Vanguard S&P 500 ETF
+0.58%
+$19,481.11 
FJP First Trust Japan AlphaDEX Fund
+0.58%
+$1,207.81 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$28,687.79 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$29,450.19 
GOOGL Alphabet Inc
+0.56%
+$11,670.06 
DURA VanEck Durable High Dividend ETF
+0.54%
+$13,150.33 
ALC Alcon Inc.
+0.53%
+$1,326.15 
GOOG Alphabet Inc
+0.46%
+$34,062.8 
WMT Walmart Inc.
+0.45%
+$26,313.15 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+0.43%
+$38,714.28 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$887.65 
FTCS First Trust Capital Strength ETF
+0.39%
+$2,821.99 
FANG Diamondback Energy Inc
+0.28%
+$3,377.7 
BUFR FT Vestladder Buffer ETF-USD I
+0.28%
+$897 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$498.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$686 
NVDA NVIDIA Corporation
+0.14%
+$18,957.89 
MSFT Microsoft Corp.
+0.1%
+$9,506 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$3,573.9 
FRI First Trust S&P REIT Index Fund
+0.1%
+$301.83 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$1,141.8 
ORCL Oracle Corporation
+0.05%
+$145.96 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,309.41 
EPR
0%
$0 
SNOW
0%
$0 
FIG Figma Inc. Class A Common Stock
-4.19%
-$47,768.13 
UAMY United States Antimony Corporation
-4.09%
-$6,720.3 
MDB MongoDB Inc.
-3.28%
-$227,138.04 
LLY Eli Lilly and Company
-2.41%
-$59,488.13 
PLTR Palantir Technologies Inc.
-2.35%
-$7,894.05 
ASML ASML Holding N.V. New York Registry Shares
-1.92%
-$18,197.49 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$76,271.16 
AAPL Apple Inc.
-1.52%
-$88,195.5 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$113,010.24 
AMZN Amazon.com Inc
-1.21%
-$103,191.32 
AVGO Broadcom Inc.
-0.94%
-$2,439.89 
AXON Axon Enterprise, Inc.
-0.92%
-$12,640.19 
EXEL Exelixis Inc.
-0.69%
-$3,930.14 
CSCO Cisco Systems, Inc.
-0.6%
-$4,368.32 
NVS Novartis AG Sponsored ADR
-0.57%
-$2,949.76 
COIN Coinbase Global, Inc.
-0.41%
-$1,061.45 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
-0.34%
-$1,140 
RTX RTX Corporation
-0.34%
-$838.54 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$4,666.8 
AMLP Alerian MLP ETF
-0.27%
-$4,257.4 
CRM Salesforce Inc
-0.25%
-$763.01 
META Meta Platforms Inc Class A
-0.23%
-$7,604.94 
GILD Gilead Sciences Inc.
-0.21%
-$1,104.48 
MOTI VanEck Morningstar International Moat ETF
-0.21%
-$560.01 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$944.99 
LOW Lowe's Companies Inc.
-0.12%
-$398.06 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$273.81 
HYBL SPDR Blackstone High Income Fund
-0.07%
-$226.98 
IBIT iShares Bitcoin Trust
-0.06%
-$347.84 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$67.97 Events
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Dividends
Dividend Analysis
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| Trades 1268 | Longs Won 579/1268 45% | Profit Factor 1.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $383,627.81 |
| Average Win $191,836.94 | Best Trade (Jun 12) $3.32M | Sharpe Ratio -80.84 |
| Average Loss -$89,710.03 | Worst Trade (Dec 30) -$6.04M | Z-Score -5.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2d | Expectancy $38,851.24 |
| 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 | 2,146 | 1,931 | 1,717 | 1,502 | 1,288 | 1,073 | 858 | 644 | 429 | 215 |
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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