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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:
36.09%
Gain +0.38%
Monthly
1.55%
Yearly
20.32%
Drawdown
23.94%
$185.37M
Equity
Holdings
$185.37M
Investment
$140.88M
$42.45M
Profit +$625,585.1
Realized
-$2.04M
Unrealized
$44.5M
Dividends
$1.24M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.38%
Profit
$625,585.1
Win %
77%
This Week
Compared To Last Week
Gain
0.34%
Profit
$625,585.1
Win %
77%
This Month
Compared to last month
Gain
2.46%
Profit
$4.46M
Win %
77%
This Year
Compared to last year
Gain
-1.17%
Profit
-$2.19M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$1.8M 
GOOG Alphabet Inc
+6.88%
+$362,007.2 
GOOGL Alphabet Inc
+6.73%
+$769,844.67 
VRT Vertiv Holdings Co
+6.18%
+$83,013.06 
COHR Coherent Corp.
+5.55%
+$60,852.05 
TSEM Tower Semiconductor Ltd.
+4.03%
+$851 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$12,694.01 
META Meta Platforms Inc Class A
+3.28%
+$385,830.44 
MSFT Microsoft Corp.
+3.02%
+$411,609.72 
NVDA NVIDIA Corporation
+2.93%
+$901,495.91 
EWT iShares MSCI Taiwan ETF
+2.71%
+$7,675.5 
MRVL Marvell Technology, Inc.
+2.32%
+$1,980.9 
GLW Corning Incorporated
+2.24%
+$3,030 
CHAT Roundhill Generative AI & Technology ETF
+2.22%
+$142,068.92 
WDC Western Digital Corporation
+2.21%
+$590 
CSCO Cisco Systems, Inc.
+2.14%
+$731.43 
HWM Howmet Aerospace Inc.
+1.8%
+$17,430.03 
PWR Quanta Services Inc.
+1.43%
+$1,313.2 
ALAI Alger AI Enablers & Adopters ETF
+1.4%
+$29,411.32 
KLAC KLA Corporation
+1.38%
+$23,406.09 
CIEN Ciena Corporation
+1.34%
+$249 
WWD Woodward Inc.
+1.25%
+$2,905.5 
CNEQ Alger Concentrated Equity ETF
+1.19%
+$540 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
+1.18%
+$33,731.55 
AMAT Applied Materials, Inc.
+1.18%
+$6,726.02 
PSI Invesco Semiconductors ETF
+1.16%
+$8,635 
TTEQ T. Rowe Price Technology ETF
+1.05%
+$1,148 
NBIS Nebius Group N.V.
+1.05%
+$2,376.01 
GEV GE Vernova Inc.
+0.85%
+$207.75 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$145 
MPC Marathon Petroleum Corporation
+0.76%
+$478 
QTUM Defiance Quantum ETF
+0.67%
+$117.5 
PLTR Palantir Technologies Inc.
+0.65%
+$160 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$16,561.2 
CHPX Global X AI Semiconductor & Quantum ETF
+0.65%
+$169.16 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$32,819.03 
ARTY iShares Future AI & Tech ETF
+0.6%
+$5,519.2 
TER Teradyne, Inc.
+0.6%
+$748 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$1,334.16 
APH Amphenol Corporation
+0.55%
+$1,759.98 
STX Seagate Technology Holdings plc
+0.52%
+$445 
AIS VistaShares Artificial Intelligence Supercycle ETF
+0.47%
+$13,983.3 
RKLB Rocket Lab Corporation
+0.42%
+$108 
AVGO Broadcom Inc.
+0.37%
+$48,931.2 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$60 
SMH VanEck Semiconductor ETF
+0.3%
+$12,280.5 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$14,117.53 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$5,073.4 
ADI Analog Devices, Inc.
+0.2%
+$384.79 
SOXQ Invesco PHLX Semiconductor ETF
+0.15%
+$93.6 
NASA Tema Space Innovators ETF
+0.09%
+$68 
SOXX iShares Semiconductor ETF
+0.07%
+$1,977.53 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 ANET
ANET
0%
$0 
AAPL Apple Inc.
-7.35%
-$516,293.12 
VCX Fundrise Innovation Fund, LLC
-6.09%
-$556.4 
CLS Celestica Inc.
-6%
-$100,674 
SNDK SanDisk Corporation
-5.09%
-$2,279.55 
SHOP Shopify Inc.
-4.29%
-$9,450 
DRAM Roundhill Memory ETF
-3.76%
-$2,167 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$268.1 
INSM Insmed Inc.
-2.85%
-$289 
EWY iShares MSCI South Korea ETF
-2.55%
-$8,220 
BA Boeing Company
-2.15%
-$9,372.42 
CBRS Cerebras Systems Inc.
-2.15%
-$87.2 
NFLX Netflix, Inc.
-2%
-$146 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$28,205.87 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,328.26 
UNH UnitedHealth Group Incorporated
-1.68%
-$749.42 
BHP BHP Group Ltd.
-1.64%
-$423 
LRCX Lam Research Corporation
-1.58%
-$24,910.06 
RL Ralph Lauren Corporation
-1.44%
-$1,114 
NVTS Navitas Semiconductor Corporation
-1.36%
-$75 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$13,912.76 
UBS UBS Group AG
-1.22%
-$1,105 
FN Fabrinet
-0.89%
-$1,019.2 
MA Mastercard Incorporated
-0.74%
-$38,445.54 
GS The Goldman Sachs Group, Inc.
-0.63%
-$648 
HSBC HSBC Holdings plc Sponsored ADR
-0.63%
-$536 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$640.01 
LLY Eli Lilly and Company
-0.53%
-$122.6 
HD The Home Depot, Inc.
-0.42%
-$5,004.07 
AXP American Express Company
-0.38%
-$17.78 
COST Costco Wholesale Corporation
-0.24%
-$9,313.68 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$38 
TTMI TTM Technologies, Inc.
-0.06%
-$7 
V Visa Inc. Class A
-0.04%
-$2,367.51 Events
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Dividends
Dividend Analysis
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| Trades 731 | Longs Won 405/731 55% | Profit Factor 5.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $577,940.01 |
| Average Win $127,977.09 | Best Trade (Aug 13) $13.88M | Sharpe Ratio -93.6 |
| Average Loss -$29,029.75 | Worst Trade (Mar 31) -$1.98M | Z-Score 3.91 (100%) |
| Commissions $0 | Avg. Trade Length 9m | Expectancy $58,077.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,056 | $5.27M | $6.5M | - | $1.24M | 23.44% | -7.354% |
| ADI Analog Devices, Inc. | 520 | $110,479 | $191,053.2 | - | $80,574.2 | 72.93% | +0.202% |
| AIQ Global X Artificial Intelligence & Technology ETF | 300 | $19,683 | $17,667 | - | -$2,016 | -10.24% | +0.341% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 46,611 | $2.77M | $2.97M | - | $196,540 | 7.09% | +0.473% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,100 | $94,597 | $342,353.01 | - | $247,756.01 | 261.91% | +3.851% |
| ALAI Alger AI Enablers & Adopters ETF | 49,514 | $1.8M | $2.13M | - | $330,986.73 | 18.41% | +1.401% |
| AMAT Applied Materials, Inc. | 1,140 | $193,192.82 | $578,743.81 | - | $385,550.99 | 199.57% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,226 | $162,957.04 | $583,759.89 | - | $420,802.85 | 258.23% | -1.904% |
| AMZN Amazon.com Inc | 49,930 | $10.93M | $13.56M | - | $2.63M | 24.07% | +15.321% |
| ANET ANET | 5,560 | $616,204.09 | $614,547.1 | - | -$1,656.99 | -0.27% | 0.0 |
| APH Amphenol Corporation | 4,000 | $178,084 | $321,400 | - | $143,316 | 80.48% | +0.551% |
| APP AppLovin Corporation Class A Common Stock | 3,539 | $1.5M | $1.4M | - | -$100,427.12 | -6.69% | -1.973% |
| ARTY iShares Future AI & Tech ETF | 13,798 | $766,728.22 | $919,636.7 | - | $152,908.48 | 19.94% | +0.604% |
| ASML ASML Holding N.V. New York Registry Shares | 620 | $452,640.24 | $1.01M | - | $557,339.76 | 123.13% | -1.359% |
| AVGO Broadcom Inc. | 33,980 | $8.02M | $13.23M | - | $5.21M | 64.91% | +0.371% |
| AXP American Express Company | 14 | $3,766.7 | $4,707.5 | - | $940.8 | 24.98% | -0.376% |
| BA Boeing Company | 1,969 | $409,018.19 | $425,579.66 | - | $16,561.47 | 4.05% | -2.155% |
| BAI iShares A.I. Innovation and Tech Active ETF | 126,228 | $4.9M | $5.22M | - | $317,898 | 6.49% | +0.633% |
| BHP BHP Group Ltd. | 300 | $14,517 | $25,347 | - | $10,830 | 74.6% | -1.641% |
| CBRS Cerebras Systems Inc. | 20 | $4,420 | $3,974.2 | - | -$445.8 | -10.09% | -2.147% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Rajendra Lachman?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P 500 Momentum ETF - $579,578.1, AbbVie Inc - $265,885.44, AppLovin Corporation Class A Common Stock - $263,366.06, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $249,037.5, and iShares Russell 1000 Growth ETF - $196,821.27. 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: ServiceNow, Inc - $2.1M, UnitedHealth Group Incorporated - $1.03M, Adobe Inc - $439,850.18, Salesforce Inc - $209,132.28, and Marvell Technology, Inc - $158,216.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rajendra Lachman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $1.24M earned over time. The largest contributors to dividend income include The Home Depot, Inc - $151,346.7, Microsoft Corp - $140,092.53, Broadcom Inc - $120,489.2, Visa Inc. Class A - $77,518.92, and Invesco S&P 500 Momentum ETF - $63,491.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rajendra Lachman's monthly returns?
Rajendra Lachman'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 Rajendra Lachman's strategy be considered aggressive or moderate?
Rajendra Lachman'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 Rajendra Lachman's strategy?
Rajendra Lachman'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.
