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:
2.84%
Gain
Monthly
0.09%
Yearly
1.11%
Drawdown
32.5%
$263.64M
Equity
Holdings
$263.64M
Investment
$212.78M
$54.4M
Profit -$317,977.65
Realized
$3.53M
Unrealized
$50.87M
Dividends
$12.54M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$317,977.65
Win %
75%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$240,735.06
Win %
75%
This Month
Compared to last month
Gain
-0.1%
Profit
-$274,379.67
Win %
75%
This Year
Compared to last year
Gain
-0.04%
Profit
-$111,066.23
Win %
76%
DFSV Dimensional US Small Cap Value ETF
+1.52%
+$244,569.99 
DFGR Dimensional Global Real Estate ETF
+1.47%
+$71,453.96 
DFAT Dimensional US Targeted Value ETF
+1.44%
+$73,636.35 
AVRE Avantis Real Estate ETF
+1.39%
+$188,643.21 
AVUV Avantis U.S. Small Cap Value ETF
+1.19%
+$143,093.8 
VMC Vulcan Materials Company
+1.1%
+$6,714.95 
NFLX Netflix, Inc.
+0.81%
+$1,818 
DFAS Dimensional U.S. Small Cap ETF
+0.49%
+$20,881.67 
DUHP Dimensional US High Profitability ETF
+0.18%
+$467.85 
DFUV Dimensional US Marketwide Value ETF
+0.12%
+$539.96 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.03%
+$312.46 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$27.43 
SHV iShares Short Treasury Bond ETF
+0.01%
+$30.4 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
AMD Advanced Micro Devices, Inc.
-6.14%
-$113,718.85 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.77%
-$233,006.79 
AVEM Avantis Emerging Markets Equity ETF
-1.72%
-$119,876.18 
VUG Vanguard Growth ETF
-1.24%
-$4,167.07 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$7,279.29 
AVDV Avantis International Small Cap Value ETF
-1.04%
-$83,552.88 
AMZN Amazon.com Inc
-0.94%
-$3,084.39 
AVDE Avantis International Equity ETF
-0.93%
-$94,794 
AVES Avantis Emerging Markets Value ETF
-0.68%
-$1,749.88 
DFIC Dimensional International Core Equity Market ETF
-0.65%
-$83,246.84 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.61%
-$2,141.65 
DFUS Dimensional U.S. Equity Market ETF
-0.59%
-$76,479.16 
SCHB Schwab U.S. Broad Market ETF
-0.51%
-$7,383.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$5,342.77 
DFAU Dimensional US Core Equity Market ETF
-0.35%
-$136,052.33 
AVUS Avantis U.S. Equity ETF
-0.32%
-$17,646.22 
DISV Dimensional International Small Cap Equity Fund
-0.24%
-$27,609 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.17%
-$2,341.65 
BNDX Vanguard Total International Bond ETF
-0.16%
-$12,929.77 
IAGG iShares International Aggregate Bond Fund
-0.15%
-$1,143.08 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.14%
-$8,218.76 
DFSU Dimensional US Sustainability Core 1 ETF
-0.13%
-$348 
MUB iShares National Muni Bond ETF
-0.13%
-$3,331.93 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.11%
-$492 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$11,577.95 
DFNM Dimensional National Municipal Bond ETF
-0.09%
-$647.64 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$919.98 
DFIP Dimensional Inflation-Protected Securities ETF
-0.04%
-$6,940.89 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$138.68 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$360.04 
DFCF Dimensional Core Fixed Income ETF
-0.01%
-$2,713.64 Events
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Dividends
Dividend Analysis
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| Trades 331 | Longs Won 251/331 75% | Profit Factor 62.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $517,874.17 |
| Average Win $220,280.47 | Best Trade (Jul 14) $4.83M | Sharpe Ratio -38.98 |
| Average Loss -$11,091.56 | Worst Trade (Jun 30) -$168,177.08 | Z-Score 10.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 3d | Expectancy $164,359.74 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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Returns
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