RS
Ranga Srinivasan Portfolio
Invests via Everest Management Corp | Managed by Ranga Srinivasan, Ramprasad Satagopan
Invests via Everest Management Corp
Managed by Ranga Srinivasan, Ramprasad Satagopan
Automatically Tracked
Seasoned fintech investor and operator with deep experience in payments, merchant services and early-stage venture investing. Ranga Srinivasan has led strategy and product teams, advised founders on go-to-market and scaling, and participated in multiple seed-to-growth equity rounds. Regular commentator to institutional investors, active on board and advisory roles, with a practical focus on monetization, regulatory pathways and cross-border payments expansion.
Seasoned fintech investor and operator with deep experience in payments, merchant services and early-stage venture investing. Ranga Srinivasan has led strategy and product teams, advised founders on go-to-market and scaling, and participated in multiple seed-to-growth equity rounds. Regular commentator to institutional investors, active on board and advisory roles, with a practical focus on monetization, regulatory pathways and cross-border payments expansion.
Investment Philosophy & Strategy
Prioritizes early-to-growth fintech opportunities where payments, merchant services and cross-border flows intersect with clear monetization paths. Capital allocation favors concentrated, staged investments with follow-on reserves to support rapid scaling and regulatory navigation. Underwriting emphasizes founder-operating experience, unit economics, product-market fit and repeatable GTM playbooks. Investment horizon is growth-oriented multi-year, driven by KPI-focused decision-making and operational involvement in pricing, compliance pathways and partner distribution to accelerate customer acquisition and margin expansion.
Prioritizes early-to-growth fintech opportunities where payments, merchant services and cross-border flows intersect with clear monetization paths. Capital allocation favors concentrated, staged investments with follow-on reserves to support rapid scaling and regulatory navigation. Underwriting emphasizes founder-operating experience, unit economics, product-market fit and repeatable GTM playbooks. Investment horizon is growth-oriented multi-year, driven by KPI-focused decision-making and operational involvement in pricing, compliance pathways and partner distribution to accelerate customer acquisition and margin expansion.
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:
51.38%
Gain -0.15%
Monthly
1.95%
Yearly
26.08%
Drawdown
18.89%
$272.66M
Equity
Holdings
$272.66M
Investment
$222.62M
$58.08M
Profit -$497,172.55
Realized
$8.03M
Unrealized
$50.04M
Dividends
$3.72M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$497,172.55
Win %
75%
This Week
Compared To Last Week
Gain
-1.73%
Profit
-$4.8M
Win %
75%
This Month
Compared to last month
Gain
0.13%
Profit
$363,033.45
Win %
75%
This Year
Compared to last year
Gain
1.72%
Profit
$4.61M
Win %
74%
INTU Intuit Inc.
+6.41%
+$32,850.02 
LLY Eli Lilly and Company
+4.83%
+$29,819.41 
UNH UnitedHealth Group Incorporated
+3.67%
+$10,955.62 
CRM Salesforce Inc
+3.42%
+$27,068 
NFLX Netflix, Inc.
+3.09%
+$6,629.38 
V Visa Inc. Class A
+2.73%
+$77,286.17 
MA Mastercard Incorporated
+2.44%
+$6,957.28 
ORCL Oracle Corporation
+2.43%
+$33,300.85 
IBM International Business Machines Corporation
+2.11%
+$3,859.2 
WMT Walmart Inc.
+2.01%
+$13,315.95 
SCHD Schwab U.S. Dividend Equity ETF
+1.29%
+$4,258.65 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$11,255.92 
RSP Invesco S&P 500 Equal Weight ETF
+1.05%
+$24,185.79 
MSFT Microsoft Corp.
+0.99%
+$71,346.23 
GE General Electric Company
+0.87%
+$1,980.53 
DIHP Dimensional International High Profitability Portfolio
+0.84%
+$17,586.78 
EQAL Invesco Russell 1000 Equal Weight ETF
+0.82%
+$8,071.68 
COST Costco Wholesale Corporation
+0.81%
+$3,632 
BAC Bank of America Corporation
+0.68%
+$1,727.25 
JQUA JPMorgan U.S. Quality Factor ETF
+0.67%
+$8,503 
VTV Vanguard Value ETF
+0.64%
+$16,093.95 
CPAG F/m Compoundr U.S. Aggregate Bond ETF
+0.64%
+$41,243.48 
DUHP Dimensional US High Profitability ETF
+0.58%
+$14,655.9 
ABBV AbbVie Inc.
+0.53%
+$1,871.73 
PG Procter & Gamble Co
+0.53%
+$1,275.45 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.52%
+$3,146.22 
GOOGL Alphabet Inc
+0.41%
+$62,447.05 
GOOG Alphabet Inc
+0.39%
+$67,590.95 
BNDX Vanguard Total International Bond ETF
+0.32%
+$1,632.31 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.3%
+$14,586.61 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$1,840.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.28%
+$1,213.68 
SCHF Schwab International Equity ETF
+0.22%
+$660.48 
AAEQ Alpha Architect US Equity 2 ETF
+0.16%
+$33,834.78 
META Meta Platforms Inc Class A
+0.11%
+$1,621.86 
IXUS iShares Core International Stock ETF
+0.1%
+$4,650.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.09%
+$4,879.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.09%
+$2,654.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.06%
+$2,937.33 
GSST Goldman Sachs Access Ultra Short Bond Fund
+0.06%
+$376.26 
DFUS Dimensional U.S. Equity Market ETF
+0.03%
+$17,164.47 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$5,308.7 
PAAA PGIM AAA CLO ETF
+0.02%
+$69.44 
ANET Arista Networks, Inc.
-6.48%
-$386,598.42 
STX Seagate Technology Holdings plc
-5.62%
-$9,588.68 
WDC Western Digital Corporation
-5.26%
-$16,517.83 
LRCX Lam Research Corporation
-4.75%
-$9,050.33 
AMAT Applied Materials, Inc.
-4.29%
-$83,781.25 
INTC Intel Corporation
-4.24%
-$13,303.68 
CSCO Cisco Systems, Inc.
-4.14%
-$39,578.7 
SNDK SanDisk Corporation
-3.9%
-$8,048.25 
KLAC KLA Corporation
-3.78%
-$9,247.68 
SNPS Synopsys, Inc.
-3.56%
-$62,579.84 
AMD Advanced Micro Devices, Inc.
-3.22%
-$43,623.38 
GEV GE Vernova Inc.
-2.94%
-$7,612.01 
CAT Caterpillar Inc.
-2.79%
-$5,686.15 
CRWD CrowdStrike Holdings, Inc.
-2.76%
-$12,484.66 
CDNS Cadence Design Systems, Inc.
-2.55%
-$7,412.78 
SOXX iShares Semiconductor ETF
-2.4%
-$7,475.99 
AVGO Broadcom Inc.
-2.3%
-$104,143.99 
TSLA Tesla, Inc.
-1.94%
-$21,931.88 
NVDA NVIDIA Corporation
-1.89%
-$221,319.54 
ZS Zscaler Inc.
-1.66%
-$7,890.94 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.61%
-$6,596.31 
XOM Exxon Mobil Corporation
-1.43%
-$6,517.47 
CVX Chevron Corporation
-1.29%
-$3,452.01 
VGT Vanguard Information Technology ETF
-1.27%
-$5,890.56 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$4,545.96 
MU Micron Technology, Inc.
-0.9%
-$9,063.84 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.89%
-$7,625.73 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.75%
-$2,151.48 
SPMC Sound Point Meridian Capital Mutual Fund
-0.71%
-$5,021.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$1,842.14 
VUG Vanguard Growth ETF
-0.45%
-$2,887.6 
AAPL Apple Inc.
-0.29%
-$26,527.73 
JPM JPMorgan Chase & Co.
-0.28%
-$1,608.9 
MS Morgan Stanley
-0.26%
-$497.72 
AMZN Amazon.com Inc
-0.22%
-$14,547.73 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.18%
-$558.02 
MRK Merck & Co., Inc.
-0.17%
-$433.4 
JNJ Johnson & Johnson
-0.05%
-$180 
VOO Vanguard S&P 500 ETF
-0.01%
-$1,037.5 
IVV iShares Core S&P 500 ETF
-0.01%
-$171.65 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$86.75 
AAUA Alpha Architect US Equity 3 ETF
-0.01%
-$312.42 Events
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Dividends
Dividend Analysis
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| Trades 384 | Longs Won 280/384 72% | Profit Factor 15.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $738,941.26 |
| Average Win $221,940.83 | Best Trade (Oct 15) $10.53M | Sharpe Ratio -13.95 |
| Average Loss -$39,085.1 | Worst Trade (Oct 15) -$795,609.32 | Z-Score 11.89 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $151,246.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAEQ Alpha Architect US Equity 2 ETF | 375,942 | $18.54M | $20.78M | - | $2.23M | 12.05% | +0.163% |
| AAPL Apple Inc. | 26,528 | $6.59M | $9.07M | - | $2.48M | 37.56% | -0.292% |
| AAUA Alpha Architect US Equity 3 ETF | 111,578 | $5.46M | $6.59M | - | $1.13M | 20.73% | -0.005% |
| ABBV AbbVie Inc. | 1,252 | $263,475.59 | $356,788.7 | - | $93,313.11 | 35.42% | +0.527% |
| AMAT Applied Materials, Inc. | 4,375 | $1.5M | $1.87M | - | $374,893.66 | 25.07% | -4.288% |
| AMD Advanced Micro Devices, Inc. | 2,376 | $424,766.07 | $1.31M | - | $887,878.89 | 209.03% | -3.216% |
| AMZN Amazon.com Inc | 25,978 | $5.85M | $6.59M | - | $732,332.55 | 12.51% | -0.22% |
| ANET Arista Networks, Inc. | 30,537 | $4.94M | $5.58M | - | $637,718.59 | 12.9% | -6.478% |
| AVGO Broadcom Inc. | 13,067 | $3.74M | $4.42M | - | $682,972.53 | 18.27% | -2.302% |
| BAC Bank of America Corporation | 4,935 | $253,066.96 | $255,336.9 | - | $2,269.94 | 0.9% | +0.681% |
| BNDX Vanguard Total International Bond ETF | 10,882 | $533,501.38 | $513,630.4 | - | -$19,870.98 | -3.72% | +0.319% |
| BRK-B Berkshire Hathaway Inc. | 1,231 | $580,758.9 | $649,777.16 | - | $69,018.26 | 11.88% | +0.284% |
| CAT Caterpillar Inc. | 272 | $289,653 | $198,036.4 | - | -$91,616.6 | -31.63% | -2.791% |
| CDNS Cadence Design Systems, Inc. | 883 | $331,408 | $283,500.39 | - | -$47,907.61 | -14.46% | -2.548% |
| COST Costco Wholesale Corporation | 454 | $424,317.91 | $449,460 | - | $25,142.09 | 5.93% | +0.815% |
| CPAG F/m Compoundr U.S. Aggregate Bond ETF | 65,135 | $6.68M | $6.51M | - | -$169,064.34 | -2.53% | +0.637% |
| CRM Salesforce Inc | 3,350 | $972,102.6 | $817,500.5 | - | -$154,602.1 | -15.9% | +3.424% |
| CRWD CrowdStrike Holdings, Inc. | 1,812 | $345,702.42 | $439,228.8 | - | $93,526.38 | 27.05% | -2.764% |
| CSCO Cisco Systems, Inc. | 8,421 | $672,483.06 | $917,383.74 | - | $244,900.68 | 36.42% | -4.136% |
| CVX Chevron Corporation | 1,207 | $224,284.75 | $264,550.26 | - | $40,265.51 | 17.95% | -1.288% |
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FAQ
Which stocks have generated the highest profits for Ranga Srinivasan?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $2.66M, Applied Materials, Inc - $1.85M, Dimensional U.S. Equity Market ETF - $1.79M, Ares Management Corporation - $797,988.69, and Micron Technology, Inc - $746,357.33. 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: Intuit Inc - $118,676.24, UnitedHealth Group Incorporated - $86,277.42, Salesforce Inc - $72,645.7, Palantir Technologies Inc - $47,969.78, and Synopsys, Inc - $45,001.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ranga Srinivasan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.72M earned over time. The largest contributors to dividend income include Dimensional U.S. Equity Market ETF - $838,380.14, Goldman Sachs Access Treasury 0-1 Year ETF - $379,446.82, Ares Management Corporation - $302,607.9, Sound Point Meridian Capital Mutual Fund - $289,511.85, and iShares Core International Stock ETF - $205,374.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ranga Srinivasan's monthly returns?
Ranga Srinivasan's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ranga Srinivasan's strategy be considered aggressive or moderate?
Ranga Srinivasan'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 Ranga Srinivasan's strategy?
Ranga Srinivasan'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.
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