Setu Mazumdar Portfolio
Invests via Physician Wealth Solutions Inc. | Managed by Setu Mazumdar
Invests via Physician Wealth Solutions Inc.
Managed by Setu Mazumdar
Automatically Tracked
Setu Mazumdar Profile
Seasoned technology investor and operator with experience deploying capital and building growth-stage software and fintech businesses. Setu Mazumdar brings cross-border deal experience, portfolio company board engagement, and a focus on SaaS, payments and data-driven platforms. They have worked at venture and growth funds as well as in operating roles driving GTM, product monetization and strategic partnerships, positioning them as an active, hands-on investor for scaling companies.
Seasoned technology investor and operator with experience deploying capital and building growth-stage software and fintech businesses. Setu Mazumdar brings cross-border deal experience, portfolio company board engagement, and a focus on SaaS, payments and data-driven platforms. They have worked at venture and growth funds as well as in operating roles driving GTM, product monetization and strategic partnerships, positioning them as an active, hands-on investor for scaling companies.
Investment Philosophy & Strategy
Hands-on, growth-oriented investor focused on SaaS, payments and data-driven fintech platforms, prioritizing cross-border scale opportunities and durable unit economics. Allocates capital to companies with clear monetization paths, repeatable GTM motion and defensible data advantages, typically at growth-stage rounds where board-level operational influence accelerates outcomes. Emphasizes active partnership: product monetization, strategic partnerships and go-to-market execution are core value-adds. Investment horizon is multi-year, balancing rapid expansion with unit-level profitability and disciplined follow-on reserves to support winners.
Hands-on, growth-oriented investor focused on SaaS, payments and data-driven fintech platforms, prioritizing cross-border scale opportunities and durable unit economics. Allocates capital to companies with clear monetization paths, repeatable GTM motion and defensible data advantages, typically at growth-stage rounds where board-level operational influence accelerates outcomes. Emphasizes active partnership: product monetization, strategic partnerships and go-to-market execution are core value-adds. Investment horizon is multi-year, balancing rapid expansion with unit-level profitability and disciplined follow-on reserves to support winners.
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:
54.61%
Gain +2.44%
Monthly
1.39%
Yearly
18%
Drawdown
18.81%
$267.43M
Equity
Holdings
$267.43M
Investment
$212.78M
$58.19M
Profit +$3.67M
Realized
$3.53M
Unrealized
$54.65M
Dividends
$12.96M
Goals
Avg. 64% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.44%
Profit
$3.67M
Win %
70%
This Week
Compared To Last Week
Gain
1.36%
Profit
$3.58M
Win %
70%
This Month
Compared to last month
Gain
1.83%
Profit
$4.8M
Win %
70%
This Year
Compared to last year
Gain
1.39%
Profit
$3.67M
Win %
72%
AMZN Amazon.com Inc
+15.32%
+$46,362.79 
VUG Vanguard Growth ETF
+1.1%
+$3,555.39 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$88,306 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,364.97 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$1,821.2 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$8,368.08 
AVUS Avantis U.S. Equity ETF
+0.57%
+$30,615.12 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$205,917.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,602.72 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$54,030.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,995.52 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$996.84 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$6,828.39 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$3,867.4 
SHV iShares Short Treasury Bond ETF
+0.03%
+$126.66 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$54.85 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
NFLX Netflix, Inc.
-2%
-$4,423.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$32,340.07 
VMC Vulcan Materials Company
-0.98%
-$5,620.31 
AVRE Avantis Real Estate ETF
-0.75%
-$104,959.38 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$1,869.19 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$74,752.26 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$60,739.8 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$24,925.8 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$38,152 
AVDE Avantis International Equity ETF
-0.46%
-$47,397 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$65,127.48 
DUHP Dimensional US High Profitability ETF
-0.27%
-$686.18 
BNDX Vanguard Total International Bond ETF
-0.23%
-$18,963.67 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$1,338.72 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.22%
-$926.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$3,942.75 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$7,401.15 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,219.28 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$8,059.7 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$2,160.21 
MUB iShares National Muni Bond ETF
-0.11%
-$2,961.72 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$20,822.67 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$11,577.95 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$554.7 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$287.84 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$287.84 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$971.19 Events
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Dividends
Dividend Analysis
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| Trades 331 | Longs Won 240/331 72% | Profit Factor 38.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $561,722.24 |
| Average Win $248,845.62 | Best Trade (Aug 20) $5.11M | Sharpe Ratio -9.12 |
| Average Loss -$16,899.81 | Worst Trade (Aug 20) -$180,285.67 | Z-Score 8.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 2d | Expectancy $175,785.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AMD Advanced Micro Devices, Inc. | 3,500 | $515,935.1 | $1.67M | - | $1.15M | 223.01% | -1.904% |
| AMZN Amazon.com Inc | 1,285 | $233,301.81 | $348,980.29 | - | $115,678.48 | 49.58% | +15.321% |
| AVDE Avantis International Equity ETF | 112,850 | $7.21M | $10.29M | - | $3.09M | 42.84% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 76,304 | $5.28M | $7.98M | - | $2.71M | 51.26% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 75,871 | $4.57M | $6.79M | - | $2.22M | 48.62% | +0.101% |
| AVES Avantis Emerging Markets Value ETF | 3,977 | $212,942.39 | $247,528.48 | - | $34,586.09 | 16.24% | -0.749% |
| AVRE Avantis Real Estate ETF | 283,674 | $12.2M | $13.81M | - | $1.61M | 13.22% | -0.754% |
| AVUS Avantis U.S. Equity ETF | 42,521 | $3.83M | $5.43M | - | $1.6M | 41.74% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 96,685 | $9.34M | $12.11M | - | $2.77M | 29.65% | +0.032% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 26,285 | $2.01M | $1.99M | - | -$21,859.48 | -1.09% | -0.198% |
| BNDX Vanguard Total International Bond ETF | 172,397 | $8.48M | $8.24M | - | -$248,850.8 | -2.93% | -0.23% |
| BSV Vanguard Short-Term Bond ETF | 9,245 | $727,582 | $717,227.1 | - | -$10,354.9 | -1.42% | -0.077% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 31,222 | $1.1M | $1.39M | - | $293,013.44 | 26.73% | +0.361% |
| DFAS Dimensional U.S. Small Cap ETF | 52,865 | $3.15M | $4.28M | - | $1.13M | 35.91% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 73,270 | $3.85M | $5.18M | - | $1.33M | 34.61% | -0.155% |
| DFAU Dimensional US Core Equity Market ETF | 735,418 | $28.09M | $38.08M | - | $9.99M | 35.57% | +0.544% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 16,734 | $433,883.43 | $610,958.34 | - | $177,074.91 | 40.81% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 542,729 | $22.82M | $22.52M | - | -$293,504.35 | -1.29% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 337,691 | $8.64M | $12.73M | - | $4.09M | 47.39% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 166,172 | $4.46M | $4.95M | - | $491,492.63 | 11.02% | -0.501% |
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FAQ
Which stocks have generated the highest profits for Setu Mazumdar?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $1.87M, Dimensional Inflation-Protected Securities ETF - $1.54M, Dimensional U.S. Core Equity 2 ETF - $1.38M, Avantis Real Estate ETF - $1.11M, and Dimensional International Small Cap Equity Fund - $1.1M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Setu Mazumdar's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.96M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.88M, Dimensional Inflation-Protected Securities ETF - $1.53M, Avantis Real Estate ETF - $1.08M, Vanguard Tax-Exempt Bond ETF - $954,969.58, and Dimensional International Core Equity Market ETF - $673,914.18. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Setu Mazumdar's monthly returns?
Setu Mazumdar'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 Setu Mazumdar's strategy be considered aggressive or moderate?
Setu Mazumdar'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 Setu Mazumdar's strategy?
Setu Mazumdar's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
