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:
54.01%
Gain -0.11%
Monthly
1.26%
Yearly
16.28%
Drawdown
16.68%
$331.55M
Equity
Holdings
$331.55M
Investment
$246.29M
$135.35M
Profit -$206,379.98
Realized
$50.1M
Unrealized
$85.26M
Dividends
$22.25M
Goals
Avg. 63.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.11%
Profit
-$206,379.98
Win %
70%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$206,379.98
Win %
70%
This Month
Compared to last month
Gain
-1.03%
Profit
-$3.44M
Win %
70%
This Year
Compared to last year
Gain
1.33%
Profit
$4.37M
Win %
70%
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$1,427.04 
PANW Palo Alto Networks, Inc.
+14.15%
+$374.4 
COIN Coinbase Global, Inc.
+9.2%
+$149,896.09 
NET Cloudflare Inc.
+8.38%
+$6,836.2 
IHAK iShares Cybersecurity and Tech ETF
+8.2%
+$196.37 
NOW ServiceNow, Inc.
+7.53%
+$23,474.74 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.32%
+$87,251.55 
ACN Accenture plc Class A
+6.28%
+$86,267.02 
SAP SAP SE Sponsored ADR
+5.92%
+$83,631.23 
INTU Intuit Inc.
+5.55%
+$52,666.73 
ADBE Adobe Inc.
+4.6%
+$81.2 
CRM Salesforce Inc
+4.53%
+$78,741.96 
WDAY Workday Inc.
+4.52%
+$84 
BSX Boston Scientific Corporation
+4.36%
+$50,863.12 
DRI Darden Restaurants, Inc.
+4.35%
+$365.2 
NFLX Netflix, Inc.
+3.92%
+$51,773.61 
BTI British American Tobacco p.l.c. ADR
+3.83%
+$951.75 
BR Broadridge Financial Solutions, Inc.
+3.74%
+$49,775.2 
KR Kroger Co.
+3.64%
+$108.63 
PURR Hyperliquid Strategies Inc.
+3.58%
+$415 
WMG Warner Music Group Corp.
+3.33%
+$74.58 
MDT Medtronic plc
+3.24%
+$868.77 
MCK McKesson Corporation
+3.21%
+$13,513.06 
HEAL Global X HealthTech ETF
+3.14%
+$14.25 
ADP Automatic Data Processing Inc.
+3.12%
+$534.72 
GOOGL Alphabet Inc
+3.09%
+$44,987.25 
SBET Sharplink Gaming Inc.
+2.98%
+$1,858.2 
GOOG Alphabet Inc
+2.97%
+$59,829.66 
BMNR Bitmine Immersion Technologies, Inc.
+2.96%
+$1,289.08 
META Meta Platforms Inc Class A
+2.91%
+$79,481.31 
QSR Restaurant Brands International Inc.
+2.82%
+$10,383.45 
ARKG ARK Genomic Revolution ETF
+2.81%
+$35.84 
TWLO Twilio Inc.
+2.77%
+$62.95 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$477.86 
EXPE Expedia Group, Inc.
+2.45%
+$288.96 
PAYX Paychex Inc.
+2.37%
+$797.34 
ISRG Intuitive Surgical, Inc.
+2.35%
+$16,902.07 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.33%
+$1,907.55 
MO Altria Group, Inc.
+2.3%
+$30,336.9 
MSFT Microsoft Corp.
+2.3%
+$134,727.82 
WMT Walmart Inc.
+2.27%
+$21,805.42 
XLC Communication Services Select Sector SPDR Fund
+2.22%
+$7,930 
DIS The Walt Disney Company
+2.14%
+$10,606.56 
LLY Eli Lilly and Company
+2.06%
+$28,046.43 
UPS United Parcel Service, Inc.
+2.05%
+$35,609.16 
GM General Motors Company
+2.01%
+$213.28 
T AT&T Inc.
+2%
+$25,066.65 
TGT Target Corporation
+1.94%
+$32,042.25 
ALL Allstate Corporation
+1.83%
+$5,925.8 
PM Philip Morris International Inc.
+1.81%
+$38,457.17 
SPGI S&P Global Inc.
+1.8%
+$13,238.62 
CME CME Group Inc.
+1.73%
+$427.95 
ABBV AbbVie Inc.
+1.7%
+$33,283.62 
ROKU Roku, Inc.
+1.69%
+$175.54 
DHR Danaher Corporation
+1.61%
+$23,193.66 
COST Costco Wholesale Corporation
+1.59%
+$20,764.77 
SNY Sanofi American Depositary Receipt
+1.58%
+$472.5 
AGNG Global X Aging Population ETF
+1.56%
+$9.7 
ALGN Align Technology, Inc.
+1.52%
+$23,103.81 
LHX L3Harris Technologies, Inc.
+1.5%
+$4,092.06 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$19,812.54 
KMB Kimberly-Clark Corporation
+1.45%
+$226.57 
VZ Verizon Communications Inc.
+1.43%
+$26,574.87 
LULU lululemon athletica inc.
+1.39%
+$45.54 
IQV IQVIA Holdings Inc.
+1.38%
+$7,460.84 
XLP Consumer Staples Select Sector SPDR Fund
+1.32%
+$11,972.4 
UBER Uber Technologies, Inc.
+1.26%
+$3,229.95 
UNH UnitedHealth Group Incorporated
+1.26%
+$22,200.66 
STE STERIS plc
+1.16%
+$56.35 
NVO Novo Nordisk A/S Sponsored ADR
+1.13%
+$12,995.58 
LMT Lockheed Martin Corporation
+1.12%
+$35.31 
CVS CVS Health Corporation
+1.12%
+$15,469.64 
KO The Coca-Cola Company
+1.11%
+$10,647.7 
ZTS Zoetis Inc.
+1.06%
+$30.23 
V Visa Inc. Class A
+1.06%
+$4,713.65 
AMGN Amgen Inc.
+1.03%
+$171.6 
XBI SPDR S&P Biotech ETF
+1.02%
+$30.3 
HD The Home Depot, Inc.
+0.97%
+$13,275.64 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$597.5 
AXP American Express Company
+0.89%
+$3,865.9 
BMY Bristol-Myers Squibb Company
+0.87%
+$8,313.9 
FTCS First Trust Capital Strength ETF
+0.86%
+$696.36 
PHM PulteGroup Inc.
+0.85%
+$3,077 
IBB iShares Biotechnology ETF
+0.8%
+$45.36 
MCHI iShares MSCI China ETF
+0.78%
+$13,641.05 
TRP TC Energy Corporation
+0.69%
+$141.96 
PYPL PayPal Holdings Inc
+0.68%
+$45.99 
SHW The Sherwin-Williams Company
+0.67%
+$4,853.52 
MP MP Materials Corp.
+0.66%
+$23.45 
SYY Sysco Corporation
+0.66%
+$1,994.3 
NKE Nike, Inc. - Class B
+0.62%
+$6,483.7 
SPGP Invesco S&P 500 GARP ETF
+0.62%
+$17.59 
SJM The J.M. Smucker Company
+0.61%
+$1,882.34 
MA Mastercard Incorporated
+0.6%
+$7,319.23 
ULTA Ulta Beauty Inc.
+0.55%
+$8,850.54 
AAPL Apple Inc.
+0.55%
+$33,126.84 
JNJ Johnson & Johnson
+0.55%
+$7,886.97 
ZBRA Zebra Technologies Corporation
+0.54%
+$15.2 
MRK Merck & Co., Inc.
+0.51%
+$8,736.33 
PG Procter & Gamble Co
+0.5%
+$7,313.87 
PFG Principal Financial Group, Inc.
+0.49%
+$66.35 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$16.32 
OXY Occidental Petroleum Corporation
+0.44%
+$6.75 
SBUX Starbucks Corporation
+0.4%
+$15.99 
DAL Delta Air Lines, Inc.
+0.39%
+$28.52 
CRH CRH plc
+0.38%
+$11.56 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$0.38 
AMCR Amcor plc
+0.29%
+$66.87 
ETHU 2X Ether ETF
+0.29%
+$247.28 
KDP Keurig Dr Pepper Inc.
+0.27%
+$4.42 
HSY The Hershey Company
+0.25%
+$20.21 
FDX FedEx Corporation
+0.22%
+$680.01 
ETHA iShares Ethereum Trust
+0.21%
+$123.48 
TMUS T-Mobile US, Inc.
+0.21%
+$3.8 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.2%
+$199.5 
TLT iShares 20+ Year Treasury Bond ETF
+0.18%
+$20,119.8 
BABA Alibaba Group Holding Limited SP ADR
+0.18%
+$2,468.31 
FETH Fidelity Ethereum Fund
+0.18%
+$4,275.94 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
+0.17%
+$129.92 
D Dominion Energy, Inc.
+0.15%
+$2,189.8 
ETHE Grayscale Ethereum Trust ETF
+0.15%
+$298.02 
BLV Vanguard Long-Term Bond ETF
+0.13%
+$112.62 
TJX The TJX Companies, Inc.
+0.11%
+$311.51 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$92.11 
KIM Kimco Realty Corporation
+0.11%
+$16.1 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$9,100.64 
PRU Prudential Financial, Inc.
+0.1%
+$912.36 
FISR SPDR SSGA Fixed Income Sector Rotation ETF
+0.1%
+$5.47 
BTE Baytex Energy Corp
+0.1%
+$0.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.08%
+$5.04 
TLH iShares 10-20 Year Treasury Bond ETF
+0.08%
+$6.08 
FANG Diamondback Energy Inc
+0.07%
+$293.16 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.07%
+$761.16 
PEP PepsiCo, Inc.
+0.07%
+$488.56 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$0.6 
IWC iShares Micro-Cap ETF
+0.06%
+$6.6 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
+0.05%
+$0.68 
PFE Pfizer Inc.
+0.04%
+$13.44 
TIP iShares TIPS Bond ETF
+0.03%
+$0.27 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$238.72 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$3.44 
SHV iShares Short Treasury Bond ETF
+0.01%
+$0.27 
GOVT iShares U.S. Treasury Bond ETF
+0.01%
+$0.22 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$56.67 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHP Schwab U.S. TIPS ETF
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-14%
-$466 
LRCX Lam Research Corporation
-7.84%
-$45,273.36 
VRT Vertiv Holdings Co
-7.17%
-$81,545.34 
ASML ASML Holding N.V. New York Registry Shares
-6.94%
-$112,014.55 
AMAT Applied Materials, Inc.
-6.67%
-$1,979.25 
CRWV CoreWeave, Inc.
-6.29%
-$3,225.6 
JCI Johnson Controls International plc
-5.82%
-$21,989.09 
APH Amphenol Corporation
-5.61%
-$62,266.2 
BAC Bank of America Corporation
-5.39%
-$49,506.86 
INTC Intel Corporation
-5.25%
-$357.06 
DELL Dell Technologies Inc.
-4.99%
-$1,670.88 
SLB Schlumberger Limited
-4.91%
-$21,238.26 
NXPI NXP Semiconductors N.V.
-4.8%
-$238.56 
AVGO Broadcom Inc.
-4.79%
-$88,773.25 
MU Micron Technology, Inc.
-4.76%
-$104,882.81 
ADI Analog Devices, Inc.
-4.47%
-$23,024.8 
ORCL Oracle Corporation
-4.47%
-$16,935.23 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.36%
-$39.37 
CAT Caterpillar Inc.
-4.18%
-$205.08 
AMD Advanced Micro Devices, Inc.
-3.88%
-$72,736.35 
BAI iShares A.I. Innovation and Tech Active ETF
-3.66%
-$143.44 
ARTY iShares Future AI & Tech ETF
-3.55%
-$198.32 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.5%
-$82.17 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$16,092.43 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$25,039.83 
FAN First Trust Global Wind Energy ETF
-2.91%
-$24.11 
NVDA NVIDIA Corporation
-2.84%
-$120,302.35 
EEM iShares MSCI Emerging Markets ETF
-2.52%
-$94,807.53 
PH Parker-Hannifin Corporation
-2.51%
-$10,889.27 
NGG National Grid plc Sponsored ADR
-2.41%
-$527.25 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$165,269.16 
NXTG First Trust Indxx NextG ETF
-2.25%
-$56.14 
STX Seagate Technology Holdings plc
-2.24%
-$32,813.15 
MTUM iShares MSCI USA Momentum Factor ETF
-2.14%
-$39.42 
IRM Iron Mountain Inc.
-2.09%
-$67.48 
PAVE Global X U.S. Infrastructure Development ETF
-2.05%
-$116.55 
ALV Autoliv, Inc.
-1.92%
-$69.6 
LIT GLOBAL X LITHIUM & BATTERY T
-1.9%
-$103.36 
BETR Better Home & Finance Holding Company Ordinary Shares - Class A
-1.88%
-$97.52 
WFC Wells Fargo & Company
-1.84%
-$8,957.36 
TXN Texas Instruments Inc
-1.84%
-$14,592.79 
JPM JPMorgan Chase & Co.
-1.71%
-$41,833.87 
CSCO Cisco Systems, Inc.
-1.69%
-$9,363.06 
XEL Xcel Energy Inc.
-1.66%
-$153.75 
XNTK SPDR NYSE Technology ETF
-1.62%
-$1,665.66 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$14,231.79 
TSLA Tesla, Inc.
-1.44%
-$36.75 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$6,617.28 
IAUM iShares Gold Trust Micro
-1.4%
-$15.12 
FISV Fiserv, Inc.
-1.4%
-$14,420.16 
GLD SPDR Gold Shares
-1.35%
-$1,603.24 
IAU iShares Gold Trust
-1.32%
-$47.3 
AMZN Amazon.com Inc
-1.28%
-$32,672.08 
IREN IREN Limited
-1.25%
-$308.38 
CNP CenterPoint Energy Inc.
-1.23%
-$2,828.64 
CTVA Corteva Inc.
-1.22%
-$10.25 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$11,055.98 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$3,109.43 
IXUS iShares Core International Stock ETF
-1.14%
-$3.33 
TDIV FT NASDAQ Technology Dividend Index Fund
-1.12%
-$482.85 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$7.26 
ICVT iShares Convertible Bond ETF
-1.1%
-$16.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$5,260.2 
IBKR Interactive Brokers Group Inc.
-1.06%
-$4,740.08 
IGF iShares Global Infrastructure ETF
-1%
-$16,512.64 
SPEM SPDR Portfolio Emerging Markets ETF
-0.97%
-$4,633.35 
CVX Chevron Corporation
-0.97%
-$271.17 
HWM Howmet Aerospace Inc.
-0.95%
-$32.85 
FE FirstEnergy Corp.
-0.92%
-$265.62 
PPL PPL Corporation
-0.9%
-$2,261.89 
QCOM QUALCOMM Incorporated
-0.87%
-$9,742.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.83%
-$1,290.02 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$29,288.15 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.77%
-$65.88 
MSCI MSCI Inc.
-0.75%
-$12.54 
PNC The PNC Financial Services Group, Inc.
-0.75%
-$201.3 
TTE TotalEnergies SE
-0.74%
-$235.96 
VYM Vanguard High Dividend Yield ETF
-0.72%
-$17,829.8 
APO Apollo Global Management, Inc.
-0.71%
-$8,433.64 
GWX SPDR S&P International Small Cap ETF
-0.71%
-$894.63 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$82,196.8 
DRLL Strive U.S. Energy ETF
-0.69%
-$111.55 
FSLR First Solar, Inc.
-0.69%
-$7,654.54 
NEE NextEra Energy, Inc.
-0.67%
-$7,581.3 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$157.6 
EFA iShares MSCI EAFE ETF
-0.65%
-$50,295.48 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$185.12 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.59%
-$23,907.78 
LIN Linde plc
-0.58%
-$2,300.4 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$6,112.43 
PLD Prologis Inc.
-0.57%
-$242.55 
IWY iShares Russell Top 200 Growth ETF
-0.56%
-$50.88 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$43,722.55 
IUSG iShares Core S&P U.S. Growth ETF
-0.55%
-$105,736.01 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$38.51 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.54%
-$2,009.03 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$53,402.36 
THRO iShares U.S. Thematic Rotation Active ETF
-0.54%
-$14.57 
SPEU SPDR Portfolio Europe ETF
-0.52%
-$1.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.52%
-$408.24 
VNQ Vanguard Real Estate ETF
-0.52%
-$196 
TFC Truist Financial Corporation
-0.51%
-$53.8 
F Ford Motor Company
-0.5%
-$52.5 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.5%
-$210.53 
TOL Toll Brothers Inc
-0.48%
-$11.61 
AMT American Tower Corporation
-0.47%
-$1,984.55 
VTV Vanguard Value ETF
-0.45%
-$3,671.35 
SO The Southern Company
-0.45%
-$29.64 
XLF Financial Select Sector SPDR Fund
-0.45%
-$1,659.54 
FERG Ferguson Enterprises Inc
-0.44%
-$9.7 
DUK Duke Energy Corporation
-0.43%
-$75.99 
CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF
-0.39%
-$878.08 
WEC WEC Energy Group Inc.
-0.38%
-$85.2 
O Realty Income Corporation
-0.36%
-$30.64 
USB U.S. Bancorp
-0.35%
-$119.46 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$2,693.7 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$3,421.05 
IVV iShares Core S&P 500 ETF
-0.33%
-$16,381.31 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$2.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.32%
-$5,628.32 
MPC Marathon Petroleum Corporation
-0.32%
-$12.6 
RF Regions Financial Corporation
-0.32%
-$54.34 
VB Vanguard Small-Cap ETF
-0.31%
-$702.91 
OEF iShares S&P 100 ETF
-0.3%
-$14.82 
EFV iShares MSCI EAFE Value ETF
-0.26%
-$16.59 
FESM Fidelity Enhanced Small Cap ETF
-0.25%
-$15,994.08 
EMHC SPDR Bloomberg Emerging Markets USD Bond ETF
-0.22%
-$180.07 
BX Blackstone Inc.
-0.21%
-$0.27 
TPR Tapestry Inc.
-0.2%
-$7.29 
IWM iShares Russell 2000 ETF
-0.18%
-$2,412.9 
VUG Vanguard Growth ETF
-0.17%
-$1,398.12 
MDLZ Mondelez International, Inc.
-0.17%
-$23.31 
ETH Ethan Allen Interiors Inc
-0.17%
-$135.64 
BINC iShares Flexible Income Active ETF
-0.15%
-$10.2 
VYMI Vanguard International High Dividend Yield Index Fund
-0.14%
-$5,059.05 
IUSV iShares Core S&P U.S. Value ETF
-0.14%
-$28,611.14 
PYLD PIMCO Multisector Bond Active ETF
-0.14%
-$13,118.56 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.13%
-$17.09 
JPIE JPMorgan Income ETF
-0.13%
-$14,871.72 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$2,445.82 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.12%
-$2,691.47 
IVE ISHARES S&P 500 VALUE ETF
-0.12%
-$7.02 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$435.97 
POR Portland General Electric Company
-0.1%
-$2.4 
HYDB iShares High Yield Systematic Bond ETF
-0.1%
-$0.72 
BNDX Vanguard Total International Bond ETF
-0.1%
-$187.29 
JNK SPDR Bloomberg High Yield Bond ETF
-0.1%
-$750.24 
FIW First Trust Water ETF
-0.09%
-$1.14 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$34.14 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.08%
-$80.66 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$1,944.32 
BUFR FT Vestladder Buffer ETF-USD I
-0.07%
-$1,401.68 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$6,130.74 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$56.97 
XLSR SPDR SSGA US Sector Rotation ETF
-0.06%
-$403.32 
ARMK Aramark
-0.06%
-$3.33 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$2,361.84 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$688 
MBB iShares MBS ETF
-0.06%
-$4.8 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.05%
-$1,324.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$989.76 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$48.54 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.04%
-$7.25 
SCHW Charles Schwab Corporation
-0.04%
-$1.2 
IWD iShares Russell 1000 Value ETF
-0.03%
-$2.16 
FBND Fidelity Total Bond ETF
-0.02%
-$987.55 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.02%
-$447.29 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$21.26 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$23.14 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$55.83 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$0.34 Events
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Dividends
Dividend Analysis
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| Trades 4682 | Longs Won 3329/4682 71% | Profit Factor 10.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $203,236.93 |
| Average Win $45,027.45 | Best Trade (Aug 14) $8.38M | Sharpe Ratio -10.52 |
| Average Loss -$10,747.9 | Worst Trade (Sep 14) -$701,616.67 | Z-Score 8.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w | Expectancy $28,909.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 18,102 | $2.67M | $6.05M | - | $3.37M | 126.1% | +0.551% |
| ABBV AbbVie Inc. | 7,599 | $1.28M | $1.99M | - | $705,168.39 | 55.01% | +1.703% |
| ACN Accenture plc Class A | 7,469 | $1.76M | $1.46M | - | -$301,113.84 | -17.1% | +6.281% |
| ADBE Adobe Inc. | 7 | $2,469.25 | $1,846.81 | - | -$622.44 | -25.21% | +4.599% |
| ADI Analog Devices, Inc. | 1,360 | $334,152.22 | $492,116 | - | $157,963.78 | 47.27% | -4.47% |
| ADP Automatic Data Processing Inc. | 64 | $14,333 | $17,703.36 | - | $3,370.36 | 23.51% | +3.115% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,744 | $2.47M | $2.37M | - | -$97,492.89 | -3.94% | -0.042% |
| AGNG Global X Aging Population ETF | 17 | $476.96 | $631.72 | - | $154.76 | 32.45% | +1.559% |
| ALGN Align Technology, Inc. | 10,089 | $1.26M | $1.54M | - | $281,381.85 | 22.27% | +1.518% |
| ALL Allstate Corporation | 1,273 | $271,849.71 | $328,898.64 | - | $57,048.93 | 20.99% | +1.835% |
| ALV Autoliv, Inc. | 30 | $3,335.62 | $3,564.3 | - | $228.68 | 6.86% | -1.915% |
| AMAT Applied Materials, Inc. | 65 | $11,202.61 | $27,692.6 | - | $16,489.99 | 147.2% | -6.67% |
| AMCR Amcor plc | 535 | $21,266.49 | $22,708.07 | - | $1,441.58 | 6.78% | +0.295% |
| AMD Advanced Micro Devices, Inc. | 3,635 | $500,106.76 | $1.8M | - | $1.3M | 260.6% | -3.877% |
| AMGN Amgen Inc. | 44 | $12,622.76 | $16,775 | - | $4,152.24 | 32.89% | +1.034% |
| AMT American Tower Corporation | 2,391 | $474,362.4 | $423,254.82 | - | -$51,107.58 | -10.77% | -0.467% |
| AMZN Amazon.com Inc | 9,961 | $1.15M | $2.53M | - | $1.37M | 119.26% | -1.277% |
| APH Amphenol Corporation | 13,220 | $582,737.6 | $1.05M | - | $464,418.6 | 79.7% | -5.612% |
| APO Apollo Global Management, Inc. | 9,167 | $1.3M | $1.17M | - | -$121,732.42 | -9.4% | -0.713% |
| ARKG ARK Genomic Revolution ETF | 28 | $681.8 | $1,311.52 | - | $629.72 | 92.36% | +2.809% |
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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: Micron Technology, Inc - $3.49M, Invesco QQQ Trust, Series 1 - $3.44M, Seagate Technology Holdings plc - $2.97M, Advanced Micro Devices, Inc - $2.1M, and Coinbase Global, Inc - $2.06M. 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: lululemon athletica inc - $928,871.81, PayPal Holdings Inc - $685,642.6, Zoetis Inc - $594,480.59, Albemarle Corporation - $565,241.56, and Pfizer Inc - $461,204.31. 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 $22.25M earned over time. The largest contributors to dividend income include iShares 20+ Year Treasury Bond ETF - $1.27M, JPMorgan Income ETF - $1.16M, iShares Core U.S. Aggregate Bond ETF - $1.07M, iShares Core MSCI EAFE ETF - $1M, and SPDR Bloomberg 1-3 Month T-Bill ETF - $934,128.91. 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 leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Bepin Serraj's strategy?
Bepin Serraj'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.
