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:
66.83%
Gain +0.01%
Monthly
0.62%
Yearly
7.74%
Drawdown
22.63%
$183.53M
Equity
Holdings
$183.53M
Investment
$135.98M
$41.04M
Profit -$69,711.55
Realized
-$6.51M
Unrealized
$47.55M
Dividends
$9.82M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
-$69,711.55
Win %
82%
This Week
Compared To Last Week
Gain
-1.33%
Profit
-$2.47M
Win %
82%
This Month
Compared to last month
Gain
-2.49%
Profit
-$4.68M
Win %
82%
This Year
Compared to last year
Gain
3%
Profit
$5.34M
Win %
75%
AXON Axon Enterprise, Inc.
+9.29%
+$189,830.46 
MDB MongoDB Inc.
+7.78%
+$426,643.05 
NOW ServiceNow, Inc.
+6.42%
+$216,886.59 
CRWV CoreWeave, Inc.
+6.26%
+$21,685.74 
COIN Coinbase Global, Inc.
+5.63%
+$13,374.29 
NET Cloudflare Inc.
+5.57%
+$19,008 
SNOW Snowflake Inc.
+3.93%
+$73,853.31 
MRVL Marvell Technology, Inc.
+3.88%
+$5,586.95 
EXEL Exelixis Inc.
+3.58%
+$19,863.14 
CRWD CrowdStrike Holdings, Inc.
+3.39%
+$292,982.28 
CEG Constellation Energy Corporation
+3.37%
+$13,861.83 
TSLA Tesla, Inc.
+2.83%
+$52,571.39 
CTMX CytomX Therapeutics Inc.
+2.67%
+$1,304.28 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+2.62%
+$9,042 
VRTX Vertex Pharmaceuticals Incorporated
+2.49%
+$7,115.64 
ORCL Oracle Corporation
+2.47%
+$12,070.01 
NVDA NVIDIA Corporation
+2.27%
+$271,411.7 
LOW Lowe's Companies Inc.
+2.27%
+$7,578.48 
AIQ Global X Artificial Intelligence & Technology ETF
+2.26%
+$65,065 
ASND Ascendis Pharma A/S
+2.23%
+$8,067.55 
ASML ASML Holding N.V. New York Registry Shares
+2.15%
+$18,309.99 
SOXX iShares Semiconductor ETF
+2.02%
+$4,031.25 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.81%
+$7,514.72 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.7%
+$33,273.34 
VGT Vanguard Information Technology ETF
+1.55%
+$7,712.65 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.51%
+$3,650 
MOAT VanEck Morningstar Wide Moat Fund
+1.48%
+$134,425.88 
XLK State Street Technology Select Sector SPDR ETF
+1.42%
+$21,970.08 
EPR EPR Properties
+1.4%
+$5,347.48 
MDY SPDR S&P MidCap 400 ETF Trust
+1.37%
+$3,500.34 
BABA Alibaba Group Holding Limited SP ADR
+1.26%
+$46,747.2 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.23%
+$91,027.74 
PANW Palo Alto Networks, Inc.
+1.22%
+$56,635.2 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$52,333.16 
SMOT VanEck Morningstar SMID Moat ETF
+1.12%
+$14,247.45 
IWM iShares Russell 2000 ETF
+1.11%
+$58,845.18 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.02%
+$4,939.2 
ICVT iShares Convertible Bond ETF
+1.01%
+$5,924.12 
CWB SPDR Bloomberg Convertible Securities ETF
+0.95%
+$6,419 
KMB Kimberly-Clark Corporation
+0.94%
+$2,215.44 
RAAX VanEck Real Assets ETF
+0.9%
+$10,661.4 
QQQI Neos NASDAQ-100 High Income ETF
+0.9%
+$34,266.19 
IWF iShares Russell 1000 Growth ETF
+0.89%
+$16,746.4 
ABBV AbbVie Inc.
+0.89%
+$2,779.76 
IBIT iShares Bitcoin Trust
+0.85%
+$4,624.89 
IEMG iShares Core MSCI Emerging Markets ETF
+0.82%
+$20,736.95 
AMZN Amazon.com Inc
+0.81%
+$69,514.86 
UNH UnitedHealth Group Incorporated
+0.77%
+$4,664.98 
VICI Vici Properties Inc.
+0.75%
+$1,798.6 
XLV Health Care Select Sector SPDR Fund
+0.75%
+$4,304.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.74%
+$3,775.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$13,615 
GS The Goldman Sachs Group, Inc.
+0.68%
+$9,314.79 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$32,627.47 
VOO Vanguard S&P 500 ETF
+0.61%
+$22,476.65 
DURA VanEck Durable High Dividend ETF
+0.6%
+$15,027.1 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$2,716.8 
FVD First Trust Value Line Dividend Index Fund
+0.4%
+$9,243.4 
FRI First Trust S&P REIT Index Fund
+0.37%
+$1,207.33 
META Meta Platforms Inc Class A
+0.37%
+$9,200.22 
VIG Vanguard Dividend Appreciation ETF
+0.35%
+$23,588.08 
JPM JPMorgan Chase & Co.
+0.34%
+$10,323.64 
IFRA iShares U.S. Infrastructure
+0.31%
+$7,811.85 
AAPL Apple Inc.
+0.29%
+$14,382.36 
TLT iShares 20+ Year Treasury Bond ETF
+0.29%
+$2,098.8 
FTCS First Trust Capital Strength ETF
+0.26%
+$1,322.1 
HDV iShares Core High Dividend ETF
+0.21%
+$1,048.5 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.2%
+$3,280.41 
OUT OUTFRONT Media Inc.
+0.19%
+$1,035.12 
VDC VANGUARD CONSUMER STAPLES ETF
+0.19%
+$4,944.25 
FTXO First Trust Nasdaq Bank ETF
+0.1%
+$301.8 
MSFT Microsoft Corp.
+0.03%
+$2,188.81 
EPRT Essential Properties Realty Trust, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CAT Caterpillar Inc.
-1.72%
-$23,632.03 
AMD Advanced Micro Devices, Inc.
-1.21%
-$7,482.89 
XLE Energy Select Sector SPDR Fund
-1.14%
-$5,178.36 
GOOGL Alphabet Inc
-0.96%
-$20,130.81 
GOOG Alphabet Inc
-0.88%
-$65,926.35 
AROC Archrock Inc.
-0.81%
-$1,615.67 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$12,850.13 
LLY Eli Lilly and Company
-0.52%
-$8,123.89 
AXP American Express Company
-0.49%
-$4,732.03 
MU Micron Technology, Inc.
-0.44%
-$1,548.28 
WFC Wells Fargo & Company
-0.39%
-$1,880.2 
XLF Financial Select Sector SPDR Fund
-0.36%
-$1,470.21 
OXY Occidental Petroleum Corporation
-0.23%
-$1,255.16 
AAP Advance Auto Parts Inc.
-0.21%
-$2,820.12 
WMT Walmart Inc.
-0.2%
-$7,762.7 
COST Costco Wholesale Corporation
-0.14%
-$1,512.22 
RTX RTX Corporation
-0.1%
-$292.82 Events
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Dividends
Dividend Analysis
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| Trades 1326 | Longs Won 648/1326 48% | Profit Factor 1.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $462,393.04 |
| Average Win $196,985.3 | Best Trade (Mar 30) $4.73M | Sharpe Ratio -11.6 |
| Average Loss -$127,736.24 | Worst Trade (Jun 29) -$7.04M | Z-Score 0.49 (37.3%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 2d | Expectancy $30,951.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.37% |
| Consecutive Losing Trades | 1,437 | 1,293 | 1,149 | 1,006 | 862 | 718 | 575 | 431 | 287 | 144 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAP Advance Auto Parts Inc. | 23,501 | $1.45M | $1.36M | - | -$90,008.83 | -6.21% | -0.207% |
| AAPL Apple Inc. | 15,633 | $4.06M | $4.9M | - | $834,018.53 | 20.52% | +0.294% |
| ABBV AbbVie Inc. | 1,281 | $219,717.12 | $315,177.23 | - | $95,460.11 | 43.45% | +0.89% |
| AIQ Global X Artificial Intelligence & Technology ETF | 46,475 | $3.05M | $2.94M | - | -$105,033.5 | -3.44% | +2.26% |
| AMD Advanced Micro Devices, Inc. | 1,264 | $270,698.24 | $610,967.03 | - | $340,268.79 | 125.7% | -1.21% |
| AMZN Amazon.com Inc | 31,313 | $6.92M | $8.59M | - | $1.67M | 24.13% | +0.815% |
| AROC Archrock Inc. | 5,984 | $208,243.2 | $197,950.73 | - | -$10,292.47 | -4.94% | -0.81% |
| ASML ASML Holding N.V. New York Registry Shares | 500 | $331,315 | $870,494.99 | - | $539,179.99 | 162.74% | +2.149% |
| ASND Ascendis Pharma A/S | 1,451 | $387,010.72 | $370,599.91 | - | -$16,410.81 | -4.24% | +2.225% |
| AXON Axon Enterprise, Inc. | 3,910 | $1.77M | $2.23M | - | $457,666.61 | 25.78% | +9.293% |
| AXP American Express Company | 2,800 | $478,465 | $954,548 | - | $476,083 | 99.5% | -0.493% |
| BABA Alibaba Group Holding Limited SP ADR | 29,217 | $4.63M | $3.75M | - | -$873,370.6 | -18.88% | +1.262% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 11,216 | $425,535.04 | $421,833.76 | - | -$3,701.28 | -0.87% | +1.814% |
| BRK-B Berkshire Hathaway Inc. | 4,573 | $2.19M | $2.39M | - | $194,809.8 | 8.89% | -0.536% |
| CAT Caterpillar Inc. | 1,600 | $330,784.02 | $1.35M | - | $1.02M | 307.37% | -1.724% |
| CEG Constellation Energy Corporation | 1,577 | $384,713.14 | $425,616.55 | - | $40,903.41 | 10.63% | +3.367% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 2,500 | $224,625 | $244,625 | - | $20,000 | 8.9% | +1.515% |
| COIN Coinbase Global, Inc. | 1,633 | $285,138.13 | $250,828.82 | - | -$34,309.31 | -12.03% | +5.632% |
| COST Costco Wholesale Corporation | 1,137 | $1.07M | $1.08M | - | $5,180.99 | 0.48% | -0.14% |
| CRWD CrowdStrike Holdings, Inc. | 41,676 | $2.09M | $8.94M | - | $6.84M | 326.92% | +3.39% |
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FAQ
Which stocks have generated the highest profits for Yarenis Rodriguez?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $12.19M, CrowdStrike Holdings, Inc - $5.73M, Diamondback Energy Inc - $4.7M, Uber Technologies, Inc - $3.07M, and Axon Enterprise, Inc - $2.88M. 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: Adobe Inc - $8.14M, Upstart Holdings, Inc - $7.27M, Block, Inc - $4.51M, Elastic N.V - $3.4M, and The Walt Disney Company - $3.23M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Yarenis Rodriguez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.82M earned over time. The largest contributors to dividend income include Goldman Sachs BDC Inc - $3.12M, Microsoft Corp - $433,659.6, FT NASDAQ Technology Dividend Index Fund - $366,992.03, VanEck Morningstar Wide Moat Fund - $352,198.13, and VanEck Durable High Dividend ETF - $319,246.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Yarenis Rodriguez's monthly returns?
Yarenis Rodriguez'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 Yarenis Rodriguez's strategy be considered aggressive or moderate?
Yarenis Rodriguez's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Yarenis Rodriguez's strategy?
Yarenis Rodriguez's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
