SK
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:
55.59%
Gain +1.18%
Monthly
0.64%
Yearly
7.91%
Drawdown
14.52%
$244.23M
Equity
Holdings
$244.23M
Investment
$155.93M
$99.21M
Profit +$3.64M
Realized
$10.91M
Unrealized
$88.29M
Dividends
$17.24M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.18%
Profit
$3.64M
Win %
74%
This Week
Compared To Last Week
Gain
-2.68%
Profit
-$6.74M
Win %
74%
This Month
Compared to last month
Gain
-2.46%
Profit
-$6.16M
Win %
74%
This Year
Compared to last year
Gain
1.52%
Profit
$4.74M
Win %
73%
MU Micron Technology, Inc.
+11.69%
+$633,153.76 
ARM Arm Holdings plc American Depositary Receipt
+11.32%
+$117,484.77 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+11.06%
+$139,191.22 
QXO Qxo Inc.
+10.06%
+$183,602.85 
RKLB Rocket Lab Corporation
+9.26%
+$178,068.73 
BROS Dutch Bros Inc.
+7.91%
+$91,130.85 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$64,327.51 
HON Honeywell International Inc.
+6.45%
+$27,017.72 
CVCO Cavco Industries Inc.
+6.1%
+$27,345.36 
VRT Vertiv Holdings Co
+6.06%
+$410,031.31 
BA Boeing Company
+6.05%
+$33,824.64 
UPS United Parcel Service, Inc.
+5.22%
+$136,889.83 
ETN Eaton Corporation plc
+4.88%
+$18,924.57 
AMGN Amgen Inc.
+4.79%
+$12,292 
TSLA Tesla, Inc.
+4.63%
+$13,570.56 
SOLS Sollensys Corp.
+4.61%
+$27,154.3 
LMT Lockheed Martin Corporation
+4.57%
+$14,543.99 
GEV GE Vernova Inc.
+4.52%
+$21,776.3 
CMI Cummins Inc.
+4.03%
+$9,710.44 
ROK Rockwell Automation, Inc.
+4%
+$12,288.42 
SYM Symbotic Inc. Class A
+3.85%
+$44,818.92 
SCHF Schwab International Equity ETF
+3.67%
+$13,553.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.64%
+$24,639.18 
PKG Packaging Corporation of America
+3.63%
+$10,381.8 
RXRX Recursion Pharmaceuticals, Inc.
+3.62%
+$7,758.96 
GILD Gilead Sciences Inc.
+3.6%
+$38,014.37 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$58,854.4 
IGLD FT Vest Gold Strategy Target Fund
+3.31%
+$17,491.76 
IBRX ImmunityBio, Inc.
+3.15%
+$16,407.82 
GLD SPDR Gold Shares
+3.12%
+$6,470.72 
BAR GraniteShares Gold Trust
+3.05%
+$80,605 
INN Summit Hotel Properties, Inc.
+3.02%
+$3,717.95 
SII Sprott Inc.
+2.62%
+$4,832.1 
CSCO Cisco Systems, Inc.
+2.53%
+$9,315.95 
BMY Bristol-Myers Squibb Company
+2.37%
+$12,764.4 
PFE Pfizer Inc.
+2.25%
+$11,967.48 
NVDA NVIDIA Corporation
+2.17%
+$335,358.12 
BEN Franklin Resources Inc.
+2.15%
+$13,787.26 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$12,427.56 
SHOP Shopify Inc.
+2.1%
+$20,128.09 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$6,065.81 
ABSI Absci Corporation
+2.04%
+$2,421.25 
NOC Northrop Grumman Corporation
+1.9%
+$3,412.61 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$47,184 
MYFW First Western Financial Inc.
+1.88%
+$28,566.45 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.86%
+$14,525.6 
PPH VanEck Pharmaceutical ETF
+1.85%
+$26,956.8 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.81%
+$284,498.36 
PSEC Prospect Capital Corporation
+1.79%
+$1,268.64 
MDB MongoDB Inc.
+1.76%
+$62,863.15 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+1.75%
+$42,577.92 
IWB iShares Russell 1000 ETF
+1.74%
+$12,804.25 
VOO Vanguard S&P 500 ETF
+1.72%
+$55,016.06 
TOST Toast Inc.
+1.65%
+$3,068 
LVHI Franklin International Low Volatility High Dividend ETF
+1.58%
+$40,607.61 
YUM Yum! Brands, Inc.
+1.49%
+$5,959.96 
JPM JPMorgan Chase & Co.
+1.42%
+$9,433.6 
SYY Sysco Corporation
+1.41%
+$10,953.11 
AMZN Amazon.com Inc
+1.4%
+$198,067.19 
AAPL Apple Inc.
+1.39%
+$184,108.95 
LIN Linde plc
+1.23%
+$3,136.22 
DLR Digital Realty Trust, Inc.
+1.13%
+$38,427.25 
STXS Stereotaxis Inc.
+1.1%
+$724.32 
BAC Bank of America Corporation
+1.09%
+$12,313.52 
GOOG Alphabet Inc
+0.91%
+$31,805.71 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$4,064 
IBM International Business Machines Corporation
+0.89%
+$90,560.09 
MCD McDonald's Corporation
+0.83%
+$1,602.71 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.74%
+$3,713.85 
PLTR Palantir Technologies Inc.
+0.69%
+$40,735.41 
MMM 3M Company
+0.68%
+$11,118.37 
FTCS First Trust Capital Strength ETF
+0.59%
+$7,088.95 
WFC Wells Fargo & Company
+0.54%
+$1,892 
THRV Prospera Income ETF
+0.41%
+$1,911.8 
FVD First Trust Value Line Dividend Index Fund
+0.39%
+$32,038.12 
AJG Arthur J. Gallagher & Co.
+0.34%
+$777 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$1,435.62 
BINC iShares Flexible Income Active ETF
+0.29%
+$729.15 
EVSD Eaton Vance Short Duration Income Fund
+0.27%
+$1,305.18 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.16%
+$1,764.48 
MPLX MPLX LP
+0.14%
+$1,309.76 
JPST JPMorgan Ultra-Short Income ETF
+0.08%
+$197.92 
FTSM First Trust Enhanced Short Maturity Fund
+0.05%
+$171.45 
PAYR Federated Hermes Enhanced Income ETF
+0.05%
+$113.05 
VRIG Invesco Variable Rate Investment Grade ETF
+0.02%
+$3,405.55 
EQT
0%
$0 
HPS John Hancock Preferred Income Fund III
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
PCT PureCycle Technologies Inc.
-8.75%
-$20,210.72 
ORCL Oracle Corporation
-8.58%
-$25,041.49 
EFX Equifax Inc.
-3.94%
-$7,702.8 
COP ConocoPhillips
-3.8%
-$19,211.28 
XOM Exxon Mobil Corporation
-2.68%
-$5,351.84 
CVX Chevron Corporation
-2.11%
-$21,116 
TTD The Trade Desk, Inc. Class A
-2.02%
-$7,440.42 
PSX Phillips 66
-1.99%
-$4,470.7 
VDE Vanguard Energy ETF
-1.85%
-$69,938.46 
PAYX Paychex Inc.
-1.81%
-$4,450.56 
MSFT Microsoft Corp.
-1.79%
-$202,634.31 
SBRA Sabra Health Care REIT, Inc.
-1.75%
-$6,403.98 
VEEV Veeva Systems Inc.
-1.35%
-$4,112.81 
KO The Coca-Cola Company
-1.26%
-$46,660.95 
V Visa Inc. Class A
-1.19%
-$58,631.11 
SYK Stryker Corporation
-1.07%
-$2,088.89 
NTNX Nutanix, Inc.
-0.91%
-$4,216.95 
NFLX Netflix, Inc.
-0.89%
-$3,882.14 
MPC Marathon Petroleum Corporation
-0.89%
-$4,091.48 
T AT&T Inc.
-0.86%
-$30,748.6 
COST Costco Wholesale Corporation
-0.82%
-$32,663.03 
LNG Cheniere Energy Inc.
-0.72%
-$1,317.18 
SCHW Charles Schwab Corporation
-0.62%
-$1,290.3 
PG Procter & Gamble Co
-0.45%
-$3,025.06 
META Meta Platforms Inc Class A
-0.45%
-$3,837.75 
PEP PepsiCo, Inc.
-0.44%
-$1,711.11 
ORLY O'Reilly Automotive Inc.
-0.43%
-$2,875.86 
EMLP First Trust North American Energy Infrastructure Fund
-0.36%
-$4,277.38 
O Realty Income Corporation
-0.31%
-$1,257.99 
BRK-A Berkshire Hathaway Inc.
-0.17%
-$1,240 
WMT Walmart Inc.
-0.09%
-$7,376.27 
ABBV AbbVie Inc.
-0.08%
-$5,178.45 
IYRI Neos Real Estate High Income ETF
-0.06%
-$1,227.36 
JNJ Johnson & Johnson
-0.05%
-$116.74 
VZ Verizon Communications Inc.
-0.04%
-$137.04 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.04%
-$701.77 Events
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Dividends
Dividend Analysis
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| Trades 1815 | Longs Won 1042/1815 57% | Profit Factor 5.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $414,691.89 |
| Average Win $118,924.61 | Best Trade (Jun 10) $8.22M | Sharpe Ratio -10.36 |
| Average Loss -$31,971.2 | Worst Trade (Mar 31) -$1.28M | Z-Score 2.49 (98.74%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w | Expectancy $54,658.79 |
| 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 | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
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Returns
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Option values are updated at end of day.
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