Syed Rizvi Portfolio

Invests via AlphaQ Advisors LLC | Managed by Syed Rizvi, Peter Mataras

Invests via AlphaQ Advisors LLC

Managed by Syed Rizvi, Peter Mataras

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Syed Rizvi Profile

With extensive experience in technology and financial services, Syed Rizvi is a recognized investor-operator committed to driving innovation. He has been instrumental in founding and leading multiple startups that bridge the gap between cutting-edge technology and practical business solutions. Known for his hands-on approach, he engages deeply with portfolio companies to accelerate growth and enhance market positioning. His insights into emerging technologies have made him a sought-after thought leader within venture capital circles, further influencing trends across sectors. Rizvi’s career underscores a commitment to harnessing entrepreneurial talent while navigating complex market dynamics.

Investment Philosophy & Strategy

Growth opportunities abound in the tech landscape, where Syed Rizvi leverages his dual expertise as a seasoned operator and an investor. His entrepreneurial ventures prioritize innovative solutions that enhance operational efficiency and drive market relevance. By fostering deep partnerships within emerging technology sectors, he aims to harness synergies that promote scalability. This focus on transformative strategies not only positions startups for success but also reshapes industry paradigms. With a nuanced understanding of evolving consumer demands, Rizvi adeptly aligns capital deployment with strategic vision.

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:

37.54%

Gain +1%

Monthly

0.96%

Yearly

12.15%

Drawdown

11.8%

$48.38M

Equity

Holdings

$48.38M

Investment

$35.51M

$31.92M

Profit +$542,102.3

Realized

$19.05M

Unrealized

$12.87M

Dividends

$7.06M

Goals

Avg. 74.5% completed goals

Yearly

Gain > 5%

2026

49%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$542,102.3

Win %

84%

This Week

Compared To Last Week

Gain

1.13%

Profit

$541,698.42

Win %

84%

This Month

Compared to last month

Gain

-1.17%

Profit

-$570,948.66

Win %

84%

This Year

Compared to last year

Gain

2.46%

Profit

$1.16M

Win %

84%

Gainers
Losers

GDX VanEck Gold Miners ETF

+7.83%

+$118,170.69

COIN Coinbase Global, Inc.

+6.81%

+$25,383.04

BKNG Booking Holdings Inc.

+5.98%

+$43,384

GLD SPDR Gold Shares

+3.52%

+$50,312.28

AMZN Amazon.com Inc

+3.36%

+$85,936.83

XLK State Street Technology Select Sector SPDR ETF

+3.17%

+$95,096.08

GOOGL Alphabet Inc

+2.55%

+$74,196.08

MSFT Microsoft Corp.

+1.93%

+$17,921.42

AAPL Apple Inc.

+1.68%

+$6,541.02

SPY SPDR S&P 500 ETF Trust

+1.53%

+$53,006.36

SCHX Schwab U.S. Large-Cap ETF

+1.51%

+$9,659.76

SCHB Schwab U.S. Broad Market ETF

+1.5%

+$7,416.64

ZTS Zoetis Inc.

+1.12%

+$3,094.53

ISRG Intuitive Surgical, Inc.

+1.06%

+$9,749.95

V Visa Inc. Class A

+0.84%

+$6,142.5

TLH iShares 10-20 Year Treasury Bond ETF

+0.44%

+$3,697.32

MCHI iShares MSCI China ETF

+0.37%

+$6,758.65

MTBA Simplify MBS ETF

+0.27%

+$2,392.07

AGG iShares Core U.S. Aggregate Bond ETF

+0.26%

+$16,887.88

JMBS Janus Henderson Mortgage-Backed Securities ETF

+0.19%

+$1,696.52

SPTS SPDR Portfolio Short Term Treasury ETF

+0.14%

+$1,370.49

JAAA Janus Henderson AAA CLO ETF

+0.02%

+$57.6

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$175.72

VCIF Vertical Capital Income Fund

GBDC Golub Capital BDC, Inc.

-2.75%

-$6,528.39

HQY HealthEquity Inc.

-2.27%

-$6,866.52

VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C

-1.52%

-$14,615

EPD Enterprise Products Partners L.P.

-1.18%

-$42,145.4

WMT Walmart Inc.

-0.63%

-$7,416.09

XLV Health Care Select Sector SPDR Fund

-0.56%

-$10,644.22

ET Energy Transfer L.P.

-0.5%

-$3,724.47

TMUS T-Mobile US, Inc.

-0.38%

-$3,157.24

SCHD Schwab U.S. Dividend Equity ETF

-0.21%

-$1,587.11

JBBB Janus Henderson B-BBB CLO ETF

-0.01%

-$189.68

Events

Dividends

Dividend Analysis

No Data

Trades 1030	Longs Won 612/1030 59%	Profit Factor 9.28
Profitability	Shorts Won 0/0 0%	Standard Deviation $121,748.08
Average Win $58,459.73	Best Trade (Jun 15) $1.5M	Sharpe Ratio -44.66
Average Loss -$9,227.2	Worst Trade (Jun 14) -$309,527.12	Z-Score -8.81 (100%)
Commissions $0	Avg. Trade Length 10m 3w 2d	Expectancy $30,990.66

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	5,236	4,712	4,188	3,665	3,141	2,618	2,094	1,571	1,047	524