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:
56.64%
Gain -2.83%
Monthly
0.61%
Yearly
7.57%
Drawdown
23.15%
$192.87M
Equity
Holdings
$192.87M
Investment
$142.47M
$39.66M
Profit -$4.92M
Realized
-$10.74M
Unrealized
$50.41M
Dividends
$9.76M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.83%
Profit
-$4.92M
Win %
81%
This Week
Compared To Last Week
Gain
-2.28%
Profit
-$4.5M
Win %
81%
This Month
Compared to last month
Gain
-1.39%
Profit
-$2.72M
Win %
81%
This Year
Compared to last year
Gain
15.57%
Profit
$25.98M
Win %
79%
BABA Alibaba Group Holding Limited SP ADR
+4.73%
+$176,583.15 
MDB MongoDB Inc.
+4.26%
+$260,396.84 
AMD Advanced Micro Devices, Inc.
+3.58%
+$60,954.61 
PLTR Palantir Technologies Inc.
+2.6%
+$8,816.72 
AXON Axon Enterprise, Inc.
+2.55%
+$39,853.32 
AVGO Broadcom Inc.
+2.24%
+$5,597.57 
DDOG Datadog, Inc. Class A Common Stock
+2.23%
+$101,226.24 
COIN Coinbase Global, Inc.
+2.2%
+$5,633.85 
FIG Figma Inc. Class A Common Stock
+1.9%
+$26,832.72 
SNOW Snowflake Inc.
+1.79%
+$27,100.2 
MSFT Microsoft Corp.
+1.71%
+$159,581.98 
CRM Salesforce Inc
+1.68%
+$5,322.46 
IBIT iShares Bitcoin Trust
+1.61%
+$10,174.91 
GOOG Alphabet Inc
+1.53%
+$110,288.7 
GOOGL Alphabet Inc
+1.46%
+$29,583.45 
CVX Chevron Corporation
+1.19%
+$21,411.27 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.01%
+$16,489.2 
OXY Occidental Petroleum Corporation
+0.93%
+$9,355.95 
AMLP Alerian MLP ETF
+0.93%
+$15,205 
XLE Energy Select Sector SPDR Fund
+0.83%
+$7,283.52 
AROC Archrock Inc.
+0.81%
+$1,795.2 
AMZN Amazon.com Inc
+0.77%
+$67,268.29 
CRWV CoreWeave, Inc.
+0.75%
+$2,233.55 
MOTI VanEck Morningstar International Moat ETF
+0.69%
+$1,920 
RTX RTX Corporation
+0.64%
+$1,637.13 
ICVT iShares Convertible Bond ETF
+0.61%
+$9,174.9 
CWB SPDR Bloomberg Convertible Securities ETF
+0.59%
+$6,840 
FJP First Trust Japan AlphaDEX Fund
+0.58%
+$1,177.26 
XLK State Street Technology Select Sector SPDR ETF
+0.55%
+$8,072.34 
VGT Vanguard Information Technology ETF
+0.52%
+$2,459.12 
CEG Constellation Energy Corporation
+0.47%
+$1,876.63 
IEMG iShares Core MSCI Emerging Markets ETF
+0.44%
+$10,844.98 
QQQ Invesco QQQ Trust, Series 1
+0.41%
+$16,605.21 
META Meta Platforms Inc Class A
+0.35%
+$13,367.25 
FANG Diamondback Energy Inc
+0.34%
+$4,128.3 
IWF iShares Russell 1000 Growth ETF
+0.3%
+$5,480.64 
NVDA NVIDIA Corporation
+0.26%
+$36,405.33 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.26%
+$18,462.67 
RAAX VanEck Real Assets ETF
+0.13%
+$799.75 
EXEL Exelixis Inc.
+0.11%
+$637.32 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+0.08%
+$270 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.07%
+$343 
USMV iShares MSCI USA Min Vol Factor ETF
+0.02%
+$32.48 
MOAT VanEck Morningstar Wide Moat Fund
+0.01%
+$879.87 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UAMY United States Antimony Corporation
-4.03%
-$4,928.22 
ORCL Oracle Corporation
-2.95%
-$6,050.06 
ASND Ascendis Pharma A/S
-2.67%
-$10,127.98 
TSLA Tesla, Inc.
-2.52%
-$59,771.15 
LOW Lowe's Companies Inc.
-2.23%
-$7,119.15 
NVS Novartis AG Sponsored ADR
-2.17%
-$11,162.16 
AAPL Apple Inc.
-2.09%
-$136,800.82 
LLY Eli Lilly and Company
-2.04%
-$51,135.9 
CAT Caterpillar Inc.
-1.9%
-$26,688 
WMT Walmart Inc.
-1.66%
-$91,733.9 
CTMX CytomX Therapeutics Inc.
-1.52%
-$797.06 
VRTX Vertex Pharmaceuticals Incorporated
-1.32%
-$3,798.59 
WFC Wells Fargo & Company
-1.22%
-$5,917.1 
FTXO First Trust Nasdaq Bank ETF
-1.01%
-$3,165.23 
SUI Sun Communities Inc.
-1%
-$2,410.32 
AXP American Express Company
-0.92%
-$9,156.03 
GS The Goldman Sachs Group, Inc.
-0.91%
-$12,865.75 
XLV Health Care Select Sector SPDR Fund
-0.83%
-$4,690 
OUT OUTFRONT Media Inc.
-0.81%
-$4,658.04 
PANW Palo Alto Networks, Inc.
-0.81%
-$42,264.85 
GILD Gilead Sciences Inc.
-0.8%
-$4,587.84 
EPR EPR Properties
-0.79%
-$3,046.82 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$12,833.7 
JPM JPMorgan Chase & Co.
-0.77%
-$22,339.76 
COST Costco Wholesale Corporation
-0.77%
-$8,429.85 
ASML ASML Holding N.V. New York Registry Shares
-0.65%
-$5,632.53 
VIG Vanguard Dividend Appreciation ETF
-0.61%
-$32,328.78 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.61%
-$9,658.99 
VDC VANGUARD CONSUMER STAPLES ETF
-0.58%
-$1,992.58 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$1,223.64 
MDY SPDR S&P MidCap 400 ETF Trust
-0.55%
-$1,376.05 
FVD First Trust Value Line Dividend Index Fund
-0.53%
-$11,142.99 
ABBV AbbVie Inc.
-0.52%
-$1,719.96 
VICI Vici Properties Inc.
-0.5%
-$1,214.06 
FTCS First Trust Capital Strength ETF
-0.5%
-$3,699.09 
EPRT Essential Properties Realty Trust, Inc.
-0.49%
-$1,742.4 
SMOT VanEck Morningstar SMID Moat ETF
-0.48%
-$8,463.81 
FRI First Trust S&P REIT Index Fund
-0.46%
-$1,509.15 
CSCO Cisco Systems, Inc.
-0.45%
-$2,992 
HDV iShares Core High Dividend ETF
-0.41%
-$2,009.62 
XLF Financial Select Sector SPDR Fund
-0.4%
-$4,066.87 
VTV Vanguard Value ETF
-0.39%
-$1,845.35 
LMND Lemonade Inc.
-0.32%
-$869.03 
CRWD CrowdStrike Holdings, Inc.
-0.28%
-$29,856.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$630.97 
IWM iShares Russell 2000 ETF
-0.27%
-$10,139.52 
KMB Kimberly-Clark Corporation
-0.17%
-$666.14 
ALC Alcon Inc.
-0.17%
-$454.68 
DURA VanEck Durable High Dividend ETF
-0.17%
-$4,095.37 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.1%
-$471.98 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.06%
-$1,147.03 
SPY SPDR S&P 500 ETF Trust
-0.06%
-$2,848.44 
VOO Vanguard S&P 500 ETF
-0.05%
-$1,759.73 
HYBL SPDR Blackstone High Income Fund
-0.04%
-$113.49 
BRK-B Berkshire Hathaway Inc.
-0.03%
-$1,576.01 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$44.85 Events
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Dividends
Dividend Analysis
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| Trades 1268 | Longs Won 579/1268 45% | Profit Factor 1.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $393,847.47 |
| Average Win $190,025.69 | Best Trade (Jul 20) $3.91M | Sharpe Ratio -10.19 |
| Average Loss -$102,121.74 | Worst Trade (Dec 30) -$6.04M | Z-Score -5.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $31,279.96 |
| 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% | 0.03% |
| Consecutive Losing Trades | 1,890 | 1,701 | 1,512 | 1,323 | 1,134 | 945 | 756 | 567 | 378 | 189 |
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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Option values are updated at end of day.
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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 - $9.65M, CrowdStrike Holdings, Inc - $4.05M, Uber Technologies, Inc - $2.93M, Tesla, Inc - $2.73M, and Palo Alto Networks, Inc - $1.96M. 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 - $6.04M, Block, Inc - $4.51M, Elastic N.V - $3.4M, The Walt Disney Company - $3.24M, and GitLab Inc - $2.04M. 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 $9.76M earned over time. The largest contributors to dividend income include Goldman Sachs BDC Inc - $3.14M, Microsoft Corp - $418,337.93, 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.
