RL
Rajendra Lachman Portfolio
Invests via Berbice Capital Management LLC | Managed by Rajendra Lachman
Invests via Berbice Capital Management LLC
Managed by Rajendra Lachman
Automatically Tracked
A veteran emerging-markets investor focused on sovereign and corporate credit, distressed situations and restructuring across Asia, Latin America and EMEA. Rajendra Lachman combines investment research, portfolio construction and risk management experience and is known for active credit work and event-driven opportunities. Regularly engaged with sovereigns, corporations and restructuring advisers, he profiles as a strategic allocator and advisor in emerging-markets fixed income.
A veteran emerging-markets investor focused on sovereign and corporate credit, distressed situations and restructuring across Asia, Latin America and EMEA. Rajendra Lachman combines investment research, portfolio construction and risk management experience and is known for active credit work and event-driven opportunities. Regularly engaged with sovereigns, corporations and restructuring advisers, he profiles as a strategic allocator and advisor in emerging-markets fixed income.
Investment Philosophy & Strategy
A veteran emerging-markets investor focused on sovereign and corporate credit, distressed situations and restructuring across Asia, Latin America and EMEA. Rajendra Lachman combines investment research, portfolio construction and risk management experience and is known for active credit work and event-driven opportunities. Regularly engaged with sovereigns, corporations and restructuring advisers, he profiles as a strategic allocator and advisor in emerging-markets fixed income.
A veteran emerging-markets investor focused on sovereign and corporate credit, distressed situations and restructuring across Asia, Latin America and EMEA. Rajendra Lachman combines investment research, portfolio construction and risk management experience and is known for active credit work and event-driven opportunities. Regularly engaged with sovereigns, corporations and restructuring advisers, he profiles as a strategic allocator and advisor in emerging-markets fixed income.
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:
-2.4%
Gain
Monthly
-0.13%
Yearly
-1.56%
Drawdown
32.74%
$176.13M
Equity
Holdings
$176.13M
Investment
$132.86M
$40.27M
Profit -$2.91M
Realized
-$3M
Unrealized
$43.27M
Dividends
$1.21M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.91M
Win %
75%
This Week
Compared To Last Week
Gain
-3.63%
Profit
-$6.63M
Win %
75%
This Month
Compared to last month
Gain
-2.54%
Profit
-$4.58M
Win %
75%
This Year
Compared to last year
Gain
18.06%
Profit
$26.94M
Win %
73%
ASTS AST SpaceMobile, Inc.
+4.81%
+$529 
PSNL Personalis Inc.
+3.11%
+$48.5 
BE Bloom Energy Corporation
+3.1%
+$192.3 
GE General Electric Company
+2.89%
+$10,999.88 
PANW Palo Alto Networks, Inc.
+2.74%
+$1,165.8 
INSM Insmed Inc.
+2.2%
+$2,832 
PGR Progressive Corporation
+1.96%
+$404 
MPC Marathon Petroleum Corporation
+1.93%
+$1,180 
CSCO Cisco Systems, Inc.
+1.86%
+$614.04 
UNH UnitedHealth Group Incorporated
+1.84%
+$827.86 
CVX Chevron Corporation
+1.69%
+$311 
XOM Exxon Mobil Corporation
+1.66%
+$531.08 
HWM Howmet Aerospace Inc.
+1.61%
+$14,454 
RTX RTX Corporation
+1.57%
+$304.5 
ITA iShares U.S. Aerospace & Defense ETF
+1.53%
+$3,353.5 
WFC Wells Fargo & Company
+1.45%
+$384 
XLE Energy Select Sector SPDR Fund
+1.37%
+$858 
ABBV AbbVie Inc.
+1.36%
+$16,611.75 
SNDK SanDisk Corporation
+1.35%
+$474.75 
CRWD CrowdStrike Holdings, Inc.
+1.25%
+$814.4 
SHLD Global X Defense Tech ETF
+1.23%
+$2,416.68 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.21%
+$122.4 
LLY Eli Lilly and Company
+1.2%
+$279.56 
GEV GE Vernova Inc.
+1.17%
+$304.25 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.09%
+$245 
WMT Walmart Inc.
+1.03%
+$118.11 
EUAD STOXX Europe Aerospace & Defense ETF
+1.01%
+$705.5 
ROKT SPDR S&P Kensho Final Frontiers ETF
+0.93%
+$100 
RKLB Rocket Lab Corporation
+0.92%
+$248 
TDG TransDigm Group Inc.
+0.91%
+$2,630.84 
NEE NextEra Energy, Inc.
+0.91%
+$162 
BA Boeing Company
+0.88%
+$3,248.91 
WWD Woodward Inc.
+0.6%
+$1,411.98 
NET Cloudflare Inc.
+0.57%
+$163.8 
XLV Health Care Select Sector SPDR Fund
+0.54%
+$1,496 
XLRE The Real Estate Select Sector SPDR Fund
+0.52%
+$47 
FN Fabrinet
+0.5%
+$595.4 
XLI Industrial Select Sector SPDR Fund
+0.48%
+$2,752 
P Everpure Inc.
+0.45%
+$219.79 
XLB Materials Select Sector SPDR Fund
+0.42%
+$43 
ORCL Oracle Corporation
+0.41%
+$1,096.5 
HD The Home Depot, Inc.
+0.39%
+$13,251.9 
VST Vistra Corp
+0.35%
+$826.2 
COST Costco Wholesale Corporation
+0.34%
+$13,194.47 
CRS Carpenter Technology Corporation
+0.28%
+$77 
920922101
0%
$0 
ANET
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$90,921.6 
SNPS Synopsys, Inc.
-10.01%
-$2,088 
CDNS Cadence Design Systems, Inc.
-9.66%
-$20,440.65 
NFLX Netflix, Inc.
-8.68%
-$2,902.5 
CRDO Credo Technology Group Holding Ltd.
-5.7%
-$1,186 
APLD Applied Digital Corporation
-5.48%
-$290.02 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.28%
-$30,357 
HOOD Robinhood Markets, Inc.
-5.07%
-$1,291.18 
AMAT Applied Materials, Inc.
-4.82%
-$30,842.7 
SE Sea Ltd.
-4.51%
-$1,916.04 
META Meta Platforms Inc Class A
-4.27%
-$611,094.97 
APP AppLovin Corporation Class A Common Stock
-4.24%
-$90,460.57 
MFG Mizuho Financial Group Inc. ADR
-4.12%
-$1,700 
BIDU Baidu Inc.
-4.03%
-$2,272.5 
KLAC KLA Corporation
-3.49%
-$71,910 
TSEM Tower Semiconductor Ltd.
-3.33%
-$791 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
-3.19%
-$1,650 
CLS Celestica Inc.
-2.97%
-$42,892.5 
LRCX Lam Research Corporation
-2.96%
-$49,322 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-2.94%
-$260 
CHAT Roundhill Generative AI & Technology ETF
-2.84%
-$64,614.62 
NVTS Navitas Semiconductor Corporation
-2.77%
-$162.5 
ASML ASML Holding N.V. New York Registry Shares
-2.6%
-$28,768 
PLTR Palantir Technologies Inc.
-2.6%
-$5,235 
BCS Barclays PLC Sponsored ADR
-2.56%
-$289.08 
ATFV Alger 35 ETF
-2.54%
-$5,408.93 
TER Teradyne, Inc.
-2.54%
-$2,660.12 
UBER Uber Technologies, Inc.
-2.53%
-$423.73 
PLTM GraniteShares Platinum Trust
-2.48%
-$154 
VRT Vertiv Holdings Co
-2.47%
-$42,833.94 
SMH VanEck Semiconductor ETF
-2.33%
-$73,744.02 
AMD Advanced Micro Devices, Inc.
-2.32%
-$14,246.12 
QBTS D-Wave Quantum Inc.
-2.31%
-$117 
GLW Corning Incorporated
-2.27%
-$3,600.01 
IBM International Business Machines Corporation
-2.23%
-$1,954 
MSFT Microsoft Corp.
-2.2%
-$262,983.59 
RDDT Reddit Inc Class A
-2.2%
-$447.7 
SHOP Shopify Inc.
-2.18%
-$13,685.49 
TTMI TTM Technologies, Inc.
-2.17%
-$283 
CIEN Ciena Corporation
-2.17%
-$253.5 
BABA Alibaba Group Holding Limited SP ADR
-2.12%
-$1,018.85 
GOOG Alphabet Inc
-2.08%
-$115,846.24 
IONQ IonQ, Inc.
-2.08%
-$529.25 
SPOT Spotify Technology S.A.
-2.07%
-$689.5 
COPX Global X Copper Miners ETF
-2.06%
-$1,232 
GOOGL Alphabet Inc
-2.06%
-$243,110.4 
SOXX iShares Semiconductor ETF
-2.05%
-$30,436 
AIS VistaShares Artificial Intelligence Supercycle ETF
-1.9%
-$35,073.28 
BAI iShares A.I. Innovation and Tech Active ETF
-1.89%
-$67,253.54 
ARTY iShares Future AI & Tech ETF
-1.77%
-$9,657.18 
NU Nu Holdings Ltd.
-1.74%
-$1,920 
EEM iShares MSCI Emerging Markets ETF
-1.71%
-$547.5 
WDC Western Digital Corporation
-1.64%
-$383.5 
UBS UBS Group AG
-1.59%
-$1,445 
RGTI Rigetti Computing Inc
-1.57%
-$88.64 
V Visa Inc. Class A
-1.56%
-$99,074.28 
URA Global X Uranium ETF
-1.53%
-$60 
ADI Analog Devices, Inc.
-1.52%
-$3,013.4 
TMO Thermo Fisher Scientific Inc.
-1.43%
-$777 
NRG NRG Energy, Inc.
-1.42%
-$189 
NVDA NVIDIA Corporation
-1.41%
-$458,965.6 
EZA iShares MSCI South Africa ETF
-1.38%
-$261 
ALAI Alger AI Enablers & Adopters ETF
-1.36%
-$27,674.57 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-1.34%
-$14,038.4 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$7,315.92 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$35,211.2 
MA Mastercard Incorporated
-1.33%
-$78,191.01 
XLK State Street Technology Select Sector SPDR ETF
-1.31%
-$1,763.2 
CNEQ Alger Concentrated Equity ETF
-1.3%
-$656.5 
DAL Delta Air Lines, Inc.
-1.29%
-$669 
GS The Goldman Sachs Group, Inc.
-1.25%
-$1,365 
NVO Novo Nordisk A/S Sponsored ADR
-1.24%
-$256 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.24%
-$2,093.74 
APH Amphenol Corporation
-1.24%
-$3,800 
CVNA Carvana Co.
-1.08%
-$304 
AXP American Express Company
-1.04%
-$4,388.28 
HCA HCA Healthcare Inc.
-1.04%
-$884.4 
RL Ralph Lauren Corporation
-0.98%
-$762 
COHR Coherent Corp.
-0.96%
-$11,747.96 
XLG Invesco S&P 500 Top 50 ETF
-0.96%
-$126.85 
AAPL Apple Inc.
-0.95%
-$66,747.73 
AVGO Broadcom Inc.
-0.93%
-$115,082.22 
RIO Rio Tinto Plc Sponsored ADR
-0.91%
-$165 
OKLO Oklo Inc.
-0.83%
-$34.5 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.8%
-$440 
MP MP Materials Corp.
-0.77%
-$52.66 
RKT Rocket Companies, Inc. Class A
-0.74%
-$132 
AMZN Amazon.com Inc
-0.73%
-$88,513.44 
BHP BHP Group Ltd.
-0.73%
-$295 
HSBC HSBC Holdings plc Sponsored ADR
-0.69%
-$558.88 
C Citigroup Inc.
-0.69%
-$546 
IDVO Amplify CWP International Enhanced Dividend Income ETF
-0.66%
-$28 
EADSY Airbus SE
-0.61%
-$68 
MTUM iShares MSCI USA Momentum Factor ETF
-0.61%
-$10,280.08 
GDX VanEck Gold Miners ETF
-0.6%
-$516 
BWXT Bwx Technologies Inc.
-0.59%
-$113.3 
EWY iShares MSCI South Korea ETF
-0.55%
-$890 
NOW ServiceNow, Inc.
-0.54%
-$565 
STX Seagate Technology Holdings plc
-0.54%
-$398.79 
SPMO Invesco S&P 500 Momentum ETF
-0.53%
-$27,799.24 
EWZ iShares MSCI Brazil ETF
-0.52%
-$148 
PWR Quanta Services Inc.
-0.45%
-$400.4 
CEG Constellation Energy Corporation
-0.4%
-$505 
NKE Nike, Inc. - Class B
-0.37%
-$16.5 
VALE Vale S.A.
-0.25%
-$10.5 
EWW iShares MSCI Mexico ETF
-0.24%
-$36 
MRVL Marvell Technology, Inc.
-0.22%
-$195.3 
CAT Caterpillar Inc.
-0.07%
-$6.2 
SLV iShares Silver Trust
-0.04%
-$16 
NCLH Norwegian Cruise Line Holdings Ltd.
-0.03%
-$2 Events
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Dividends
Dividend Analysis
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| Trades 677 | Longs Won 383/677 56% | Profit Factor 6.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $518,896.01 |
| Average Win $123,500.77 | Best Trade (Jul 15) $12.01M | Sharpe Ratio -134.29 |
| Average Loss -$23,918.09 | Worst Trade (Mar 31) -$1.98M | Z-Score 5.62 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $59,481.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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