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
Automatically Tracked
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.
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.
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:
19.84%
Gain +0.13%
Monthly
0.63%
Yearly
7.79%
Drawdown
7.12%
$48.41M
Equity
Holdings
$48.41M
Investment
$35.51M
$30.33M
Profit -$5,495.6
Realized
$17.43M
Unrealized
$12.9M
Dividends
$7.3M
Goals
Avg. 88% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
-$5,495.6
Win %
83%
This Week
Compared To Last Week
Gain
1.66%
Profit
$791,987.78
Win %
83%
This Month
Compared to last month
Gain
1.66%
Profit
$791,987.78
Win %
83%
This Year
Compared to last year
Gain
3.79%
Profit
$1.77M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$386,849.65 
GOOGL Alphabet Inc
+6.73%
+$182,007 
MSFT Microsoft Corp.
+3.02%
+$32,415.58 
CCIF Carlyle Credit Income Fund
+1.82%
+$910 
ZTS Zoetis Inc.
+1.66%
+$4,381.02 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,905.9 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$4,171.26 
ET Energy Transfer L.P.
+0.59%
+$4,704.6 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,932.16 
MCHI iShares MSCI China ETF
+0.54%
+$9,890.7 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,360.38 
ISRG Intuitive Surgical, Inc.
+0.1%
+$803.86 
WMT Walmart Inc.
+0.09%
+$975.82 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,054.32 
COIN Coinbase Global, Inc.
-10.59%
-$40,407.58 
AAPL Apple Inc.
-7.35%
-$32,832.28 
GDX VanEck Gold Miners ETF
-3.49%
-$50,510 
GLD SPDR Gold Shares
-1.49%
-$20,760.24 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$7,584.42 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$12,005.69 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$4,621.62 
HQY HealthEquity Inc.
-0.38%
-$1,303.4 
TMUS T-Mobile US, Inc.
-0.36%
-$2,762.51 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$4,817.28 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$979.2 
MTBA Simplify MBS ETF
-0.31%
-$2,657.85 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$16,556.75 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$6,166.48 
VLY Valley National Bancorp
-0.21%
-$1,110 
EPD Enterprise Products Partners L.P.
-0.18%
-$6,705.05 
BKNG Booking Holdings Inc.
-0.18%
-$1,496.09 
GBDC Golub Capital BDC, Inc.
-0.08%
-$178.86 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$686.96 
V Visa Inc. Class A
-0.04%
-$318.48 Events
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Dividends
Dividend Analysis
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| Trades 1030 | Longs Won 629/1030 61% | Profit Factor 5.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,084.73 |
| Average Win $58,946.99 | Best Trade (Aug 06) $1.44M | Sharpe Ratio -65.95 |
| Average Loss -$16,817.85 | Worst Trade (Jun 29) -$771,084.52 | Z-Score -6.57 (100%) |
| Commissions $0 | Avg. Trade Length 10m 4w 1d | Expectancy $29,450.19 |
| 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 | 2,882 | 2,594 | 2,305 | 2,017 | 1,729 | 1,441 | 1,153 | 865 | 576 | 288 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Syed Rizvi?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $1.34M, NVIDIA Corporation - $1.21M, Microsoft Corp - $1.16M, Enterprise Products Partners L.P - $1.15M, and Amazon.com Inc - $1.08M. 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: Grayscale Bitcoin Trust ETF - $771,084.52, Taiwan Semiconductor Manufacturing Company Limited - $489,217.33, MP Materials Corp - $158,025.02, Enphase Energy, Inc - $153,804.2, and Fidelity Wise Origin Bitcoin Index Fund - $130,607.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Syed Rizvi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.3M earned over time. The largest contributors to dividend income include Enterprise Products Partners L.P - $898,645.92, iShares Core U.S. Aggregate Bond ETF - $718,545.54, SPDR Bloomberg 1-3 Month T-Bill ETF - $470,209.15, Columbia Multi-Sector Municipal Income ETF - $315,653.51, and VanEck BDC Income ETF - $220,551.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Syed Rizvi's monthly returns?
Syed Rizvi's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Syed Rizvi's strategy be considered aggressive or moderate?
Syed Rizvi's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Syed Rizvi's strategy?
Syed Rizvi's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
