Bepin Serraj Portfolio
Invests via Richard W. Paul & Associates LLC | Managed by Bepin Serraj, Richard W. Paul, Matthew Dombrowski, Matthew M. Paul, Steven Paul, Tristan Grinsell
Invests via Richard W. Paul & Associates LLC
Managed by Bepin Serraj, Richard W. Paul, Matthew Dombrowski, Matthew M. Paul, Steven Paul, Tristan Grinsell
Automatically Tracked
Bepin Serraj Profile
Bepin Serraj is a seasoned entrepreneur and investment leader with significant expertise in technology-driven ventures. With an extensive background in managing innovative startups, he has demonstrated a knack for identifying growth opportunities within emerging markets. His leadership experience encompasses the development of scalable business models that cater to evolving consumer needs, positioning his enterprises at the forefront of industry trends. Serraj’s active role in cultivating strategic partnerships has further solidified his reputation as a key player within entrepreneurial circles. His contributions not only enhance operational effectiveness but also drive sustained value creation across diverse sectors.
Bepin Serraj is a seasoned entrepreneur and investment leader with significant expertise in technology-driven ventures. With an extensive background in managing innovative startups, he has demonstrated a knack for identifying growth opportunities within emerging markets. His leadership experience encompasses the development of scalable business models that cater to evolving consumer needs, positioning his enterprises at the forefront of industry trends. Serraj’s active role in cultivating strategic partnerships has further solidified his reputation as a key player within entrepreneurial circles. His contributions not only enhance operational effectiveness but also drive sustained value creation across diverse sectors.
Investment Philosophy & Strategy
Growth potential in emerging technology sectors captivates an entrepreneur of Bepin Serraj's caliber. His investments are distinguished by a proactive identification of transformational opportunities, enabling businesses to harness disruptive innovations effectively. Strategic partnerships and scalable models guide his approach, fostering robust ecosystems that respond adeptly to market dynamics. This focus not only enhances operational capabilities but also drives significant value enhancement across various industries. By prioritizing adaptability and long-term growth trajectories, he consistently positions ventures for sustainable success within competitive landscapes.
Growth potential in emerging technology sectors captivates an entrepreneur of Bepin Serraj's caliber. His investments are distinguished by a proactive identification of transformational opportunities, enabling businesses to harness disruptive innovations effectively. Strategic partnerships and scalable models guide his approach, fostering robust ecosystems that respond adeptly to market dynamics. This focus not only enhances operational capabilities but also drives significant value enhancement across various industries. By prioritizing adaptability and long-term growth trajectories, he consistently positions ventures for sustainable success within competitive landscapes.
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:
46.33%
Gain +0.75%
Monthly
1.24%
Yearly
15.98%
Drawdown
30.14%
$324.83M
Equity
Holdings
$324.83M
Investment
$240.73M
$127.15M
Profit +$1.96M
Realized
$43.06M
Unrealized
$84.09M
Dividends
$21.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.96M
Win %
71%
This Week
Compared To Last Week
Gain
-0.54%
Profit
-$1.77M
Win %
71%
This Month
Compared to last month
Gain
-1.26%
Profit
-$4.14M
Win %
71%
This Year
Compared to last year
Gain
9.34%
Profit
$27.74M
Win %
71%
SBET Sharplink Gaming Inc.
+3.53%
+$145.6 
BABA Alibaba Group Holding Limited SP ADR
+3.25%
+$37,860.02 
GOOG Alphabet Inc
+2.89%
+$74,145.78 
DPZ Domino's Pizza Inc.
+2.79%
+$35.92 
GOOGL Alphabet Inc
+2.72%
+$41,460.44 
MU Micron Technology, Inc.
+2.52%
+$98,910.8 
IBKR Interactive Brokers Group Inc.
+2.47%
+$15,771.84 
AMD Advanced Micro Devices, Inc.
+2.41%
+$76,583.16 
INTC Intel Corporation
+2.39%
+$149.79 
ETHU 2X Ether ETF
+2.34%
+$1,112.76 
STX Seagate Technology Holdings plc
+2.31%
+$66,539.44 
MCHI iShares MSCI China ETF
+2.21%
+$36,803.52 
BMNR Bitmine Immersion Technologies, Inc.
+2.07%
+$744.58 
AVGO Broadcom Inc.
+2.03%
+$38,466.12 
DUK Duke Energy Corporation
+1.52%
+$282.36 
ALL Allstate Corporation
+1.39%
+$4,378.5 
VRT Vertiv Holdings Co
+1.26%
+$22,761.54 
FETH Fidelity Ethereum Fund
+1.25%
+$19,314.48 
ETHA iShares Ethereum Trust
+1.22%
+$501.84 
AMZN Amazon.com Inc
+1.18%
+$24,417.81 
ETHE Grayscale Ethereum Trust ETF
+1.18%
+$2,134.65 
MPC Marathon Petroleum Corporation
+1.15%
+$35.8 
CVX Chevron Corporation
+1.1%
+$364.62 
DTCR Global X Data Center & Digital Infrastructure ETF
+1.09%
+$24.9 
XEL Xcel Energy Inc.
+1.08%
+$167.45 
POR Portland General Electric Company
+1.06%
+$26.64 
NVDA NVIDIA Corporation
+1.01%
+$40,020.92 
ETH Ethan Allen Interiors Inc
+1%
+$426.12 
FANG Diamondback Energy Inc
+0.94%
+$4,062.72 
ULTA Ulta Beauty Inc.
+0.87%
+$11,323.62 
MO Altria Group, Inc.
+0.81%
+$11,419.8 
FAN First Trust Global Wind Energy ETF
+0.8%
+$6.75 
LHX L3Harris Technologies, Inc.
+0.8%
+$3,062.25 
MDT Medtronic plc
+0.79%
+$73.92 
TMUS T-Mobile US, Inc.
+0.77%
+$2,120.27 
XOM Exxon Mobil Corporation
+0.77%
+$88.92 
TXN Texas Instruments Inc
+0.76%
+$9,287.6 
TGT Target Corporation
+0.76%
+$11,292.18 
LMT Lockheed Martin Corporation
+0.74%
+$4,127.75 
KO The Coca-Cola Company
+0.73%
+$6,446.23 
NXPI NXP Semiconductors N.V.
+0.71%
+$39.9 
OXY Occidental Petroleum Corporation
+0.7%
+$9.62 
DRLL Strive U.S. Energy ETF
+0.67%
+$93.82 
CNP CenterPoint Energy Inc.
+0.64%
+$1,679.15 
V Visa Inc. Class A
+0.64%
+$2,799.84 
FE FirstEnergy Corp.
+0.61%
+$168.74 
SO The Southern Company
+0.6%
+$43.32 
TWLO Twilio Inc.
+0.59%
+$149.45 
ISRG Intuitive Surgical, Inc.
+0.57%
+$3,183.52 
COIN Coinbase Global, Inc.
+0.57%
+$7,374.54 
XNTK SPDR NYSE Technology ETF
+0.56%
+$546.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.56%
+$421.2 
GLW Corning Incorporated
+0.53%
+$16.4 
MSFT Microsoft Corp.
+0.51%
+$19,346.34 
FISV Fiserv, Inc.
+0.49%
+$4,899.54 
ARTY iShares Future AI & Tech ETF
+0.49%
+$23.68 
TRP TC Energy Corporation
+0.49%
+$114.58 
MMM 3M Company
+0.48%
+$13.86 
XLC Communication Services Select Sector SPDR Fund
+0.47%
+$1,674.75 
TJX The TJX Companies, Inc.
+0.47%
+$1,976.4 
LIN Linde plc
+0.46%
+$2,030.41 
IUSG iShares Core S&P U.S. Growth ETF
+0.45%
+$84,112.89 
QQQ Invesco QQQ Trust, Series 1
+0.45%
+$36,000.1 
QQQM Invesco NASDAQ 100 ETF
+0.45%
+$4,794.97 
EEM iShares MSCI Emerging Markets ETF
+0.43%
+$15,235.29 
ICVT iShares Convertible Bond ETF
+0.43%
+$3.88 
WEC WEC Energy Group Inc.
+0.41%
+$84.13 
T AT&T Inc.
+0.39%
+$3,751.05 
BNY BlackRock New York Municipal Income Trust
+0.38%
+$2,199.12 
IWY iShares Russell Top 200 Growth ETF
+0.38%
+$33.92 
ADI Analog Devices, Inc.
+0.37%
+$2,242.8 
ROKU Roku, Inc.
+0.35%
+$39.78 
COST Costco Wholesale Corporation
+0.35%
+$5,405.4 
SJM The J.M. Smucker Company
+0.34%
+$986.1 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.32%
+$215.82 
WMG Warner Music Group Corp.
+0.32%
+$7.11 
IGF iShares Global Infrastructure ETF
+0.31%
+$5,326.02 
VUG Vanguard Growth ETF
+0.3%
+$2,758.51 
IEMG iShares Core MSCI Emerging Markets ETF
+0.29%
+$18,864.45 
HWM Howmet Aerospace Inc.
+0.29%
+$15.01 
D Dominion Energy, Inc.
+0.27%
+$4,084.62 
USB U.S. Bancorp
+0.26%
+$90.09 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.26%
+$3,226.76 
XLK State Street Technology Select Sector SPDR ETF
+0.24%
+$2,392.95 
BSX Boston Scientific Corporation
+0.2%
+$482.76 
IWP iShares Russell Mid-Cap Growth ETF
+0.2%
+$56.16 
NEE NextEra Energy, Inc.
+0.19%
+$2,264.4 
MA Mastercard Incorporated
+0.19%
+$2,141.37 
PPL PPL Corporation
+0.17%
+$464.08 
CRWD CrowdStrike Holdings, Inc.
+0.14%
+$13.92 
XLSR SPDR SSGA US Sector Rotation ETF
+0.14%
+$902.09 
VWO Vanguard FTSE Emerging Markets ETF
+0.13%
+$380.1 
ARMK Aramark
+0.11%
+$5.7 
GM General Motors Company
+0.1%
+$7.04 
CSCO Cisco Systems, Inc.
+0.1%
+$1,953.16 
KMB Kimberly-Clark Corporation
+0.1%
+$16.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$1,671.78 
KIM Kimco Realty Corporation
+0.1%
+$16.15 
SPY SPDR S&P 500 ETF Trust
+0.09%
+$825.92 
CTVA Corteva Inc.
+0.09%
+$0.75 
IVV iShares Core S&P 500 ETF
+0.09%
+$4,093.25 
UBER Uber Technologies, Inc.
+0.08%
+$217.38 
BMY Bristol-Myers Squibb Company
+0.08%
+$743.75 
BUFR FT Vestladder Buffer ETF-USD I
+0.07%
+$1,306.44 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$47.35 
CVS CVS Health Corporation
+0.06%
+$870.6 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.05%
+$726.45 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.05%
+$1,142.12 
AMGN Amgen Inc.
+0.05%
+$8.1 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$611.84 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$822.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.03%
+$0.52 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$236.04 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.02%
+$27.43 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$0.15 
PM Philip Morris International Inc.
+0.02%
+$331.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$164.69 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$4.63 
ABBV AbbVie Inc.
+0.01%
+$210.87 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$15.54 
JNK SPDR Bloomberg High Yield Bond ETF
+0.01%
+$37.88 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.15 
BTI British American Tobacco p.l.c. ADR
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
ORCL Oracle Corporation
-4.27%
-$13,861.8 
CMG Chipotle Mexican Grill, Inc.
-4.25%
-$73.25 
ARKG ARK Genomic Revolution ETF
-3.74%
-$41.72 
UPS United Parcel Service, Inc.
-3.64%
-$66,224.44 
ADBE Adobe Inc.
-3.57%
-$322.24 
CDW CDW Corporation
-3.02%
-$76.38 
FSLR First Solar, Inc.
-2.91%
-$29,666.28 
NOW ServiceNow, Inc.
-2.67%
-$6,221.04 
BX Blackstone Inc.
-2.49%
-$3.15 
INTU Intuit Inc.
-2.46%
-$12,791.35 
CRH CRH plc
-2.4%
-$84.15 
TFC Truist Financial Corporation
-2.32%
-$590.48 
PHM PulteGroup Inc.
-2.3%
-$9,098.99 
LRCX Lam Research Corporation
-2.29%
-$14,652.42 
DELL Dell Technologies Inc.
-2.22%
-$519.79 
AAPL Apple Inc.
-2.18%
-$132,459.42 
GPC Genuine Parts Company
-2.14%
-$77.58 
APO Apollo Global Management, Inc.
-2.13%
-$20,688.5 
AMCR Amcor plc
-2.1%
-$517.52 
ZBRA Zebra Technologies Corporation
-2.03%
-$43.44 
UNH UnitedHealth Group Incorporated
-1.99%
-$40,560.18 
TSLA Tesla, Inc.
-1.93%
-$51.38 
CCL Carnival Corporation Ltd.
-1.91%
-$6,007.48 
MP MP Materials Corp.
-1.83%
-$58.1 
ACN Accenture plc Class A
-1.83%
-$14,983.11 
PLD Prologis Inc.
-1.74%
-$12,118.23 
NFLX Netflix, Inc.
-1.73%
-$18,675.67 
ALV Autoliv, Inc.
-1.72%
-$62.1 
LIT GLOBAL X LITHIUM & BATTERY T
-1.7%
-$88.54 
TMO Thermo Fisher Scientific Inc.
-1.66%
-$52.86 
FERG Ferguson Enterprises Inc
-1.51%
-$35.1 
SHW The Sherwin-Williams Company
-1.51%
-$11,472.9 
SNY Sanofi American Depositary Receipt
-1.46%
-$413.4 
MDLZ Mondelez International, Inc.
-1.41%
-$190.06 
HD The Home Depot, Inc.
-1.41%
-$15,198.68 
BMO Bank of Montreal
-1.37%
-$199.2 
CAT Caterpillar Inc.
-1.34%
-$71.04 
BBY Best Buy Co., Inc.
-1.23%
-$22.05 
FIW First Trust Water ETF
-1.2%
-$15.6 
XBI SPDR S&P Biotech ETF
-1.2%
-$35.09 
WDAY Workday Inc.
-1.17%
-$52.39 
IQV IQVIA Holdings Inc.
-1.16%
-$5,097.87 
MCK McKesson Corporation
-1.16%
-$5,054.4 
SPGI S&P Global Inc.
-1.13%
-$9,524.98 
PFG Principal Financial Group, Inc.
-1.11%
-$109.22 
WBD Warner Bros. Discovery, Inc.
-1.02%
-$1.1 
STE STERIS plc
-0.98%
-$154.08 
PNC The PNC Financial Services Group, Inc.
-0.97%
-$330.31 
IWC iShares Micro-Cap ETF
-0.97%
-$102.3 
DIS The Walt Disney Company
-0.95%
-$2,139.53 
IHAK iShares Cybersecurity and Tech ETF
-0.92%
-$22.82 
AXP American Express Company
-0.9%
-$4,655.52 
KR Kroger Co.
-0.88%
-$82.68 
MRK Merck & Co., Inc.
-0.87%
-$13,122.43 
JNJ Johnson & Johnson
-0.86%
-$11,498.83 
ALGN Align Technology, Inc.
-0.85%
-$15,418.61 
PRU Prudential Financial, Inc.
-0.84%
-$7,046 
CRM Salesforce Inc
-0.83%
-$5.7 
DHR Danaher Corporation
-0.83%
-$10,128.6 
HBAN Huntington Bancshares Incorporated
-0.8%
-$80.47 
IBB iShares Biotechnology ETF
-0.79%
-$42 
WFC Wells Fargo & Company
-0.78%
-$3,759.97 
ASML ASML Holding N.V. New York Registry Shares
-0.74%
-$15,700.02 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.71%
-$67.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.7%
-$7.1 
PAVE Global X U.S. Infrastructure Development ETF
-0.7%
-$41.48 
MSCI MSCI Inc.
-0.7%
-$13.21 
PEP PepsiCo, Inc.
-0.7%
-$5,041.92 
GWX SPDR S&P International Small Cap ETF
-0.65%
-$754.32 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.64%
-$8,048.37 
BAC Bank of America Corporation
-0.64%
-$5,368.35 
LULU lululemon athletica inc.
-0.62%
-$5,236.56 
SCHW Charles Schwab Corporation
-0.6%
-$18.3 
PH Parker-Hannifin Corporation
-0.58%
-$2,614.05 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.55%
-$2,400 
PAYX Paychex Inc.
-0.55%
-$182.7 
NGG National Grid plc Sponsored ADR
-0.51%
-$113.09 
SPEU SPDR Portfolio Europe ETF
-0.51%
-$1.68 
XLI Industrial Select Sector SPDR Fund
-0.5%
-$2,467.51 
PYPL PayPal Holdings Inc
-0.47%
-$8,708.66 
QSR Restaurant Brands International Inc.
-0.47%
-$1,766.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.46%
-$53,134.77 
TPR Tapestry Inc.
-0.46%
-$20 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$45,695.76 
IJH iShares Core S&P Mid-Cap ETF
-0.45%
-$16,220.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.45%
-$1,761.29 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.45%
-$332.24 
FESM Fidelity Enhanced Small Cap ETF
-0.45%
-$29,847.72 
BLV Vanguard Long-Term Bond ETF
-0.44%
-$439.25 
JCI Johnson Controls International plc
-0.43%
-$21.35 
VB Vanguard Small-Cap ETF
-0.43%
-$1,130.8 
IWM iShares Russell 2000 ETF
-0.43%
-$5,927.14 
IUSV iShares Core S&P U.S. Value ETF
-0.43%
-$87,421.44 
XLV Health Care Select Sector SPDR Fund
-0.43%
-$5,687.75 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.42%
-$682.64 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-0.41%
-$462.78 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$45,739.82 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.41%
-$2,572.2 
WMT Walmart Inc.
-0.4%
-$4,054.44 
ZTS Zoetis Inc.
-0.4%
-$2,624.83 
EFA iShares MSCI EAFE ETF
-0.4%
-$25,568.01 
KDP Keurig Dr Pepper Inc.
-0.39%
-$6.24 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.39%
-$1,494.72 
CME CME Group Inc.
-0.39%
-$84.11 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.37%
-$729.13 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,891.01 
PFE Pfizer Inc.
-0.36%
-$3,793.41 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.35%
-$13,469.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.35%
-$3,614.97 
RSP Invesco S&P 500 Equal Weight ETF
-0.34%
-$27,754.45 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.34%
-$22,009.38 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$12,563.78 
NET Cloudflare Inc.
-0.34%
-$248.71 
GIL Gildan Activewear Inc.
-0.33%
-$12.78 
SLB Schlumberger Limited
-0.33%
-$1,359.97 
IRM Iron Mountain Inc.
-0.32%
-$11.2 
VNQ Vanguard Real Estate ETF
-0.32%
-$122.24 
JPM JPMorgan Chase & Co.
-0.3%
-$6,412.11 
XLF Financial Select Sector SPDR Fund
-0.29%
-$1,080.26 
TTE TotalEnergies SE
-0.29%
-$110.22 
IWD iShares Russell 1000 Value ETF
-0.28%
-$18.63 
AGNG Global X Aging Population ETF
-0.27%
-$1.69 
AMAT Applied Materials, Inc.
-0.26%
-$91 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.26%
-$103.6 
FTCS First Trust Capital Strength ETF
-0.26%
-$207.25 
GLD SPDR Gold Shares
-0.26%
-$236.88 
IAUM iShares Gold Trust Micro
-0.25%
-$4.9 
SYY Sysco Corporation
-0.24%
-$756 
SPGP Invesco S&P 500 GARP ETF
-0.23%
-$6.44 
AMT American Tower Corporation
-0.23%
-$933.62 
XLRE The Real Estate Select Sector SPDR Fund
-0.21%
-$52.53 
IXUS iShares Core International Stock ETF
-0.2%
-$0.57 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$206.48 
FBND Fidelity Total Bond ETF
-0.19%
-$8,211 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
-0.18%
-$244.22 
REGN Regeneron Pharmaceuticals, Inc.
-0.17%
-$4.72 
AGG iShares Core U.S. Aggregate Bond ETF
-0.17%
-$11,356.95 
META Meta Platforms Inc Class A
-0.17%
-$3,558.6 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$70.28 
VTV Vanguard Value ETF
-0.16%
-$1,433.95 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.16%
-$1.4 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.16%
-$3,061.73 
HEAL Global X HealthTech ETF
-0.15%
-$0.64 
NXTG First Trust Indxx NextG ETF
-0.15%
-$3.36 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$5,822.37 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.14%
-$164.58 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.14%
-$25.37 
LLY Eli Lilly and Company
-0.13%
-$1,913.17 
BTE Baytex Energy Corp
-0.12%
-$0.04 
PANW Palo Alto Networks, Inc.
-0.12%
-$3.44 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$2,857.39 
BNDX Vanguard Total International Bond ETF
-0.12%
-$257.12 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$8,678.61 
DAL Delta Air Lines, Inc.
-0.11%
-$593.85 
TIP iShares TIPS Bond ETF
-0.11%
-$1.08 
PG Procter & Gamble Co
-0.11%
-$1,402.4 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.11%
-$1.28 
QCOM QUALCOMM Incorporated
-0.1%
-$1,106.53 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.09%
-$2,349.18 
SBUX Starbucks Corporation
-0.09%
-$3.69 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.08%
-$599.97 
O Realty Income Corporation
-0.08%
-$8.85 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$10.28 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$146.84 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.07%
-$12.98 
XLP Consumer Staples Select Sector SPDR Fund
-0.06%
-$548.4 
UL Unilever PLC Sponsored American Depositary Receipt
-0.06%
-$10.29 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.05%
-$1,039.7 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.05%
-$18.47 
JPIE JPMorgan Income ETF
-0.04%
-$4,695.06 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.02%
-$2.92 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.02%
-$15.39 Events
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Dividends
Dividend Analysis
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| Trades 4433 | Longs Won 3123/4433 70% | Profit Factor 10.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $199,288.9 |
| Average Win $44,924.15 | Best Trade (Jul 13) $7.97M | Sharpe Ratio -11.06 |
| Average Loss -$10,035.87 | Worst Trade (Jul 24) -$528,447.11 | Z-Score -3.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 3d | Expectancy $28,682.86 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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Returns
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FAQ
Which stocks have generated the highest profits for Bepin Serraj?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $3.25M, Coinbase Global, Inc - $2.06M, iShares Core S&P Small-Cap ETF - $1.99M, SPDR Portfolio S&P 500 Growth ETF - $1.91M, and Vertiv Holdings Co - $1.44M. 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: Albemarle Corporation - $565,286.49, Grayscale Ethereum Trust ETF - $409,522.8, Enviva Inc - $278,338.32, Abacus Global Management, Inc - $265,813.11, and Align Technology, Inc - $160,334.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Bepin Serraj's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.66M earned over time. The largest contributors to dividend income include iShares 20+ Year Treasury Bond ETF - $1.23M, iShares Core U.S. Aggregate Bond ETF - $1.06M, JPMorgan Income ETF - $1.05M, iShares Core MSCI EAFE ETF - $1M, and iShares Core S&P U.S. Value ETF - $930,273.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Bepin Serraj's monthly returns?
Bepin Serraj's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Bepin Serraj's strategy be considered aggressive or moderate?
Bepin Serraj'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 Bepin Serraj's strategy?
Bepin Serraj'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.
