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Samira Kadam Portfolio
Invests via Cherry Creek Investment Advisors Inc. | Managed by Trish McNamara, Sean Castle
Invests via Cherry Creek Investment Advisors Inc.
Managed by Trish McNamara, Sean Castle
Automatically Tracked
Samira Kadam Profile
With a robust background in strategic finance and operational leadership, Samira Kadam has made significant strides in the tech industry. She is known for her entrepreneurial journey, which includes founding and scaling innovative startups that leverage emerging technologies. Her experience encompasses both direct investment roles and mentorship of early-stage companies, enabling her to shape the growth trajectories of various ventures. As a forward-thinking leader, she actively engages with investors while fostering collaborations aimed at market expansion. Samira's commitment to bridging the gap between technology development and market needs positions her as a pivotal figure within entrepreneurial ecosystems.
With a robust background in strategic finance and operational leadership, Samira Kadam has made significant strides in the tech industry. She is known for her entrepreneurial journey, which includes founding and scaling innovative startups that leverage emerging technologies. Her experience encompasses both direct investment roles and mentorship of early-stage companies, enabling her to shape the growth trajectories of various ventures. As a forward-thinking leader, she actively engages with investors while fostering collaborations aimed at market expansion. Samira's commitment to bridging the gap between technology development and market needs positions her as a pivotal figure within entrepreneurial ecosystems.
Investment Philosophy & Strategy
Capitalizing on the intersection of technology and market demand, Samira Kadam adopts an innovation-focused investment strategy. Her approach prioritizes disruptive ideas with scalable potential, allowing her to identify transformative opportunities within dynamic sectors. By combining hands-on operational experience with strategic acumen, she encourages portfolio companies to enhance their competitive positioning through agile methodologies. Partnerships formed under her leadership leverage unique insights into emerging technologies, driving both growth and value creation. This proactive engagement not only fuels expansion but also aligns investments with future-forward trends in tech-driven marketplaces.
Capitalizing on the intersection of technology and market demand, Samira Kadam adopts an innovation-focused investment strategy. Her approach prioritizes disruptive ideas with scalable potential, allowing her to identify transformative opportunities within dynamic sectors. By combining hands-on operational experience with strategic acumen, she encourages portfolio companies to enhance their competitive positioning through agile methodologies. Partnerships formed under her leadership leverage unique insights into emerging technologies, driving both growth and value creation. This proactive engagement not only fuels expansion but also aligns investments with future-forward trends in tech-driven marketplaces.
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:
86.19%
Gain -1.76%
Monthly
1.01%
Yearly
12.76%
Drawdown
22.46%
$247.73M
Equity
Holdings
$247.73M
Investment
$162.16M
$96.57M
Profit -$3.27M
Realized
$11M
Unrealized
$85.57M
Dividends
$17.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.76%
Profit
-$3.27M
Win %
73%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.2M
Win %
73%
This Month
Compared to last month
Gain
-2.07%
Profit
-$5.24M
Win %
73%
This Year
Compared to last year
Gain
7.65%
Profit
$17.6M
Win %
72%
MDB MongoDB Inc.
+5.5%
+$176,078.35 
MU Micron Technology, Inc.
+4.61%
+$237,493.34 
SHOP Shopify Inc.
+2.65%
+$28,995.09 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+2.54%
+$29,343.46 
TOST Toast Inc.
+2.51%
+$5,790.85 
PLTR Palantir Technologies Inc.
+2.36%
+$140,437.44 
MSFT Microsoft Corp.
+2.11%
+$236,716 
VEEV Veeva Systems Inc.
+2.06%
+$7,471.91 
INN Summit Hotel Properties, Inc.
+2.03%
+$2,713.09 
MPC Marathon Petroleum Corporation
+1.92%
+$10,553.56 
GOOG Alphabet Inc
+1.8%
+$61,445.28 
NOC Northrop Grumman Corporation
+1.77%
+$3,053.47 
PSX Phillips 66
+1.76%
+$4,495.4 
EFX Equifax Inc.
+1.74%
+$3,622.08 
ARM Arm Holdings plc American Depositary Receipt
+1.63%
+$14,719.36 
TTD The Trade Desk, Inc. Class A
+1.59%
+$5,628.01 
LNG Cheniere Energy Inc.
+1.58%
+$3,137.76 
P Everpure Inc.
+1.58%
+$60,667.38 
COP ConocoPhillips
+1.55%
+$7,499.14 
CVX Chevron Corporation
+1.55%
+$15,309.1 
CRWD CrowdStrike Holdings, Inc.
+1.4%
+$16,658.46 
IBM International Business Machines Corporation
+1.36%
+$108,559.6 
VRT Vertiv Holdings Co
+1.34%
+$93,418.76 
AMZN Amazon.com Inc
+1.33%
+$196,637.1 
VDE Vanguard Energy ETF
+1.08%
+$40,508.91 
XOM Exxon Mobil Corporation
+1.04%
+$2,031.84 
DLR Digital Realty Trust, Inc.
+1.02%
+$33,178.65 
V Visa Inc. Class A
+1%
+$54,967.24 
GEV GE Vernova Inc.
+0.92%
+$5,398.76 
PAYX Paychex Inc.
+0.7%
+$1,945.6 
QQQ Invesco QQQ Trust, Series 1
+0.66%
+$11,827.2 
SII Sprott Inc.
+0.6%
+$1,031.94 
META Meta Platforms Inc Class A
+0.58%
+$5,688.9 
HON Honeywell International Inc.
+0.57%
+$1,303.04 
LMT Lockheed Martin Corporation
+0.56%
+$1,714.98 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.54%
+$80,101.48 
T AT&T Inc.
+0.5%
+$16,911.73 
ETN Eaton Corporation plc
+0.42%
+$1,735.45 
NVDA NVIDIA Corporation
+0.42%
+$65,379.45 
SCHW Charles Schwab Corporation
+0.34%
+$821.1 
MGK Vanguard Mega Cap Growth ETF
+0.33%
+$8,404.65 
SYK Stryker Corporation
+0.22%
+$436.77 
MMM 3M Company
+0.2%
+$3,273.16 
NTNX Nutanix, Inc.
+0.16%
+$846.2 
MPLX MPLX LP
+0.14%
+$1,309.76 
VOO Vanguard S&P 500 ETF
+0.11%
+$3,492.32 
HPS John Hancock Preferred Income Fund III
+0.1%
+$150 
IWB iShares Russell 1000 ETF
+0.1%
+$759.73 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$612.66 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.05%
+$1,052.65 
AJG Arthur J. Gallagher & Co.
+0.05%
+$136.5 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.03%
+$330.84 
BRK-B Berkshire Hathaway Inc.
0%
+$10.12 
EMLP First Trust North American Energy Infrastructure Fund
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PCT PureCycle Technologies, Inc.
0%
$0 
QXO Qxo Inc.
-4.13%
-$72,108.05 
UPS United Parcel Service, Inc.
-3.64%
-$108,826.15 
ORCL Oracle Corporation
-2.97%
-$5,452 
AAPL Apple Inc.
-2.7%
-$410,039.73 
STXS Stereotaxis Inc.
-2.59%
-$1,448.64 
TSLA Tesla, Inc.
-2.4%
-$7,011.83 
PKG Packaging Corporation of America
-2.2%
-$6,778.2 
PEP PepsiCo, Inc.
-2.14%
-$7,985.04 
BA Boeing Company
-1.96%
-$11,239.2 
CVCO Cavco Industries Inc.
-1.92%
-$8,638.72 
ORLY O'Reilly Automotive Inc.
-1.73%
-$10,987.26 
SOLS Sollensys Corp
-1.71%
-$7,585 
WMT Walmart Inc.
-1.68%
-$128,749.44 
NFLX Netflix, Inc.
-1.65%
-$6,062.52 
RKLB Rocket Lab Corporation
-1.53%
-$18,941.53 
BROS Dutch Bros Inc.
-1.53%
-$19,964.72 
PPH VanEck Pharmaceutical ETF
-1.26%
-$19,215.36 
JNJ Johnson & Johnson
-1.21%
-$3,105.9 
BEN Franklin Resources Inc.
-1.07%
-$7,202.3 
O Realty Income Corporation
-1.01%
-$4,402.97 
WFC Wells Fargo & Company
-0.99%
-$3,741.43 
IBRX ImmunityBio, Inc.
-0.98%
-$5,593.57 
BAC Bank of America Corporation
-0.97%
-$12,313.52 
SBRA Sabra Health Care REIT, Inc.
-0.97%
-$3,784.17 
SYM Symbotic Inc. Class A
-0.97%
-$11,275.2 
ABSI Absci Corporation
-0.96%
-$1,490 
THRV Prospera Income ETF
-0.86%
-$3,984.19 
PG Procter & Gamble Co
-0.84%
-$5,711.48 
YUM Yum! Brands, Inc.
-0.83%
-$3,264.11 
MYFW First Western Financial Inc.
-0.83%
-$14,226.09 
EQT EQT Corporation
-0.81%
-$27,570.4 
PFE Pfizer Inc.
-0.76%
-$3,960.71 
SYY Sysco Corporation
-0.75%
-$6,022.53 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.63%
-$3,301.2 
ROK Rockwell Automation, Inc.
-0.59%
-$1,915.26 
COST Costco Wholesale Corporation
-0.52%
-$19,889.78 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.51%
-$1,573.56 
JPM JPMorgan Chase & Co.
-0.5%
-$3,687.68 
MCD McDonald's Corporation
-0.5%
-$910.47 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.5%
-$12,714.24 
ABBV AbbVie Inc.
-0.49%
-$34,341.3 
CMI Cummins Inc.
-0.49%
-$1,214.76 
FVD First Trust Value Line Dividend Index Fund
-0.47%
-$40,697.07 
PSEC Prospect Capital Corporation
-0.44%
-$317.16 
GILD Gilead Sciences Inc.
-0.44%
-$5,169.95 
RXRX Recursion Pharmaceuticals, Inc.
-0.43%
-$902.86 
IYRI Neos Real Estate High Income ETF
-0.42%
-$8,591.52 
CSCO Cisco Systems, Inc.
-0.39%
-$1,361.8 
FTCS First Trust Capital Strength ETF
-0.38%
-$4,768.93 
BMY Bristol-Myers Squibb Company
-0.37%
-$2,175.75 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$2,263.26 
LVHI Franklin International Low Volatility High Dividend ETF
-0.31%
-$8,313.37 
VRIG Invesco Variable Rate Investment Grade ETF
-0.3%
-$51,141.07 
LIN Linde plc
-0.3%
-$763.47 
SCHF Schwab International Equity ETF
-0.26%
-$968.1 
KO The Coca-Cola Company
-0.25%
-$9,110 
AMGN Amgen Inc.
-0.24%
-$667.92 
PAYR Federated Hermes Enhanced Income ETF
-0.23%
-$583.34 
VZ Verizon Communications Inc.
-0.17%
-$522.81 
BAR GraniteShares Gold Trust
-0.15%
-$3,948 
JEPI JPMorgan Equity Premium Income Fund
-0.14%
-$650.24 
GLD SPDR Gold Shares
-0.11%
-$232.68 
EVSD Eaton Vance Short Duration Income Fund
-0.11%
-$531.74 
BINC iShares Flexible Income Active ETF
-0.1%
-$243.05 
IGLD FT Vest Gold Strategy Target Fund
-0.07%
-$372.17 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.01%
-$90.78 
VRTX Vertex Pharmaceuticals Incorporated
-0.01%
-$33.3 
FTSM First Trust Enhanced Short Maturity Fund
0%
-$14.86 Events
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Dividends
Dividend Analysis
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| Trades 1815 | Longs Won 1038/1815 57% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $412,171.86 |
| Average Win $117,758.34 | Best Trade (Jul 22) $8.46M | Sharpe Ratio -9.43 |
| Average Loss -$33,029.53 | Worst Trade (Mar 31) -$1.28M | Z-Score 8.72 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m 3d | Expectancy $53,206.18 |
| 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 | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
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 Samira Kadam?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $11.33M, NVIDIA Corporation - $4.29M, Palantir Technologies Inc - $3.24M, Nutanix, Inc - $2.08M, and Invesco Variable Rate Investment Grade ETF - $1.88M. 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: PayPal Holdings Inc - $2.27M, The Trade Desk, Inc. Class A - $1.68M, The Walt Disney Company - $1.32M, NovoCure Ltd - $968,774.45, and Unity Software Inc - $947,405.56. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Samira Kadam's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.72M earned over time. The largest contributors to dividend income include Invesco Variable Rate Investment Grade ETF - $1.88M, First Trust Senior Loan ETF - $1.35M, International Business Machines Corporation - $1.25M, First Trust Institutional Preferred Securities and Income ETF - $1.02M, and FT NASDAQ Technology Dividend Index Fund - $969,750.2. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Samira Kadam's monthly returns?
Samira Kadam'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 Samira Kadam's strategy be considered aggressive or moderate?
Samira Kadam'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 Samira Kadam's strategy?
Samira Kadam'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.
