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:
39.05%
Gain -1.06%
Monthly
1.54%
Yearly
20.23%
Drawdown
23.95%
$189.61M
Equity
Holdings
$189.61M
Investment
$143.87M
$45.67M
Profit -$1.68M
Realized
-$65,140.97
Unrealized
$45.74M
Dividends
$1.39M
Goals
Avg. 38% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.06%
Profit
-$1.68M
Win %
70%
This Week
Compared To Last Week
Gain
-3.66%
Profit
-$7.29M
Win %
70%
This Month
Compared to last month
Gain
-1.98%
Profit
-$3.87M
Win %
70%
This Year
Compared to last year
Gain
-4.71%
Profit
-$9.45M
Win %
63%
PSI Invesco Semiconductors ETF
+23.18%
+$244,622.4 
APP AppLovin Corporation Class A Common Stock
+5.45%
+$9,566.7 
NOW ServiceNow, Inc.
+5%
+$349.75 
LLY Eli Lilly and Company
+4.92%
+$1,190.6 
QXO Qxo Inc.
+4.84%
+$200 
UNH UnitedHealth Group Incorporated
+3.7%
+$1,464.5 
HD The Home Depot, Inc.
+3.57%
+$37,416.96 
GDX VanEck Gold Miners ETF
+3.18%
+$1,593 
BX Blackstone Inc.
+3.07%
+$652 
V Visa Inc. Class A
+2.81%
+$185,584.13 
MA Mastercard Incorporated
+2.48%
+$135,298.95 
XLV Health Care Select Sector SPDR Fund
+2.28%
+$4,763.99 
IBB iShares Biotechnology ETF
+2.26%
+$459 
AXP American Express Company
+2.25%
+$96.6 
SHOP Shopify Inc.
+2.02%
+$6,264 
KKR KKR & Co. Inc.
+1.94%
+$332 
BN Brookfield Corporation
+1.54%
+$166.5 
BA Boeing Company
+1.33%
+$414.05 
UBS UBS Group AG
+1.19%
+$952 
FROG JFrog Ltd
+1.11%
+$51 
MSFT Microsoft Corp.
+1.04%
+$170,503.27 
IGV iShares Expanded Tech-Software Sector ETF
+1.02%
+$110 
MO Altria Group, Inc.
+0.97%
+$213 
WWD Woodward Inc.
+0.92%
+$1,956.5 
COST Costco Wholesale Corporation
+0.84%
+$33,864 
GS The Goldman Sachs Group, Inc.
+0.84%
+$737 
HSBC HSBC Holdings plc Sponsored ADR
+0.75%
+$564 
GOOGL Alphabet Inc
+0.41%
+$49,730.35 
GOOG Alphabet Inc
+0.39%
+$21,276.16 
BIDU Baidu Inc.
+0.37%
+$30 
HWM Howmet Aerospace Inc.
+0.31%
+$2,720.04 
META Meta Platforms Inc Class A
+0.07%
+$11,291.19 
SPYI NEOS S&P 500 High Income ETF
+0.07%
+$10.5 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BAM
BAM
0%
$0 ANET
ANET
0%
$0 SKHY
SKHY
0%
$0 
AIS VistaShares Artificial Intelligence Supercycle ETF
-52.98%
-$1.89M 
RKLB Rocket Lab Corporation
-9.86%
-$2,917.5 
DELL Dell Technologies Inc.
-9.68%
-$1,475.1 
COHR Coherent Corp.
-7.62%
-$88,308 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-7.54%
-$500.1 
ASX ASE Technology Holding Co., Ltd. Sponsored ADR
-6.91%
-$306.5 
TER Teradyne, Inc.
-6.43%
-$7,857.4 
VRT Vertiv Holdings Co
-6.15%
-$80,830 
STX Seagate Technology Holdings plc
-5.58%
-$3,982 
WDC Western Digital Corporation
-5.3%
-$964.5 
LRCX Lam Research Corporation
-4.81%
-$73,193.05 
TTMI TTM Technologies, Inc.
-4.81%
-$497 
CLS Celestica Inc.
-4.7%
-$72,912.05 
NVTS Navitas Semiconductor Corporation
-4.49%
-$210 
GLW Corning Incorporated
-4.49%
-$6,320 
FN Fabrinet
-4.19%
-$4,282.2 
AMAT Applied Materials, Inc.
-4.17%
-$21,226.8 
CSCO Cisco Systems, Inc.
-4.06%
-$1,383 
SNDK SanDisk Corporation
-3.96%
-$2,224 
DRAM Roundhill Memory ETF
-3.77%
-$2,646 
MRVL Marvell Technology, Inc.
-3.76%
-$4,086.68 
KLAC KLA Corporation
-3.76%
-$63,168 
SPCX Space Exploration Technologies Corp. Class A
-3.6%
-$7,028.95 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-3.59%
-$11,869 
PWR Quanta Services Inc.
-3.58%
-$3,309.6 
NASA Tema Space Innovators ETF
-3.38%
-$292 
EWY iShares MSCI South Korea ETF
-3.27%
-$7,845 
AMD Advanced Micro Devices, Inc.
-3.22%
-$21,628.09 
BAI iShares A.I. Innovation and Tech Active ETF
-3.07%
-$172,702.8 
CHAT Roundhill Generative AI & Technology ETF
-3.01%
-$207,962.13 
NBIS Nebius Group N.V.
-2.96%
-$6,611.99 
GEV GE Vernova Inc.
-2.94%
-$692 
WTAI WisdomTree Artificial Intelligence and Innovation Fund
-2.77%
-$87,821.86 
TSEM Tower Semiconductor Ltd.
-2.7%
-$565 
CIEN Ciena Corporation
-2.69%
-$1,063.7 
FTXL First Trust Nasdaq Semiconductor ETF
-2.66%
-$3,444 
CHPX Global X AI Semiconductor & Quantum ETF
-2.6%
-$1,575.42 
MPC Marathon Petroleum Corporation
-2.48%
-$2,400 
SOXX iShares Semiconductor ETF
-2.44%
-$77,446.95 
SOXQ Invesco PHLX Semiconductor ETF
-2.37%
-$2,725 
APH Amphenol Corporation
-2.33%
-$7,720 
AVGO Broadcom Inc.
-2.3%
-$272,255.2 
EWT iShares MSCI Taiwan ETF
-2.25%
-$7,750 
SMH VanEck Semiconductor ETF
-2.2%
-$105,388.77 
ARTY iShares Future AI & Tech ETF
-2.06%
-$21,055.47 
MTUM iShares MSCI USA Momentum Factor ETF
-2.05%
-$40,478.88 
STM STMicroelectronics N.V.
-2.03%
-$95 
YPF YPF S.A. Sponsored ADR
-1.97%
-$309 
NVDA NVIDIA Corporation
-1.89%
-$663,366 
IGPT Invesco AI and Next Gen Software ETF
-1.82%
-$5,312.78 
TTEQ T. Rowe Price Technology ETF
-1.78%
-$2,114 
XLE Energy Select Sector SPDR Fund
-1.76%
-$476 
SPMO Invesco S&P 500 Momentum ETF
-1.55%
-$78,749.65 
XLK State Street Technology Select Sector SPDR ETF
-1.46%
-$277 
QTUM Defiance Quantum ETF
-1.26%
-$223.75 
EWZ iShares MSCI Brazil ETF
-1.2%
-$204 
ALAI Alger AI Enablers & Adopters ETF
-1.12%
-$25,443.21 
ADI Analog Devices, Inc.
-0.93%
-$1,960.41 
MU Micron Technology, Inc.
-0.9%
-$82.1 
CNEQ Alger Concentrated Equity ETF
-0.87%
-$621 
BHP BHP Group Ltd.
-0.77%
-$192 
APO Apollo Global Management, Inc.
-0.69%
-$78 
QQQ Invesco QQQ Trust, Series 1
-0.66%
-$19,416.64 
QQQI Neos NASDAQ-100 High Income ETF
-0.64%
-$175 
PLTR Palantir Technologies Inc.
-0.63%
-$254 
AIQ Global X Artificial Intelligence & Technology ETF
-0.56%
-$106.5 
COPX Global X Copper Miners ETF
-0.53%
-$86 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.53%
-$930.31 
ASML ASML Holding N.V. New York Registry Shares
-0.47%
-$4,743.2 
AAPL Apple Inc.
-0.27%
-$19,465.49 
AMZN Amazon.com Inc
-0.22%
-$28,531.54 
XLI Industrial Select Sector SPDR Fund
-0.07%
-$124.99 Events
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Dividends
Dividend Analysis
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No Data
| Trades 807 | Longs Won 427/807 52% | Profit Factor 5.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $544,524.08 |
| Average Win $126,693.48 | Best Trade (Oct 14) $13.46M | Sharpe Ratio -88.63 |
| Average Loss -$27,898.29 | Worst Trade (Mar 31) -$1.98M | Z-Score 2.36 (98.17%) |
| Commissions $0 | Avg. Trade Length 8m 4w 1d | Expectancy $56,594.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 6,803 | 6,122 | 5,442 | 4,762 | 4,082 | 3,401 | 2,721 | 2,041 | 1,361 | 680 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,044 | $5.27M | $7.2M | - | $1.93M | 36.68% | -0.27% |
| ADI Analog Devices, Inc. | 520 | $110,479 | $207,896 | - | $97,417 | 88.18% | -0.934% |
| AIQ Global X Artificial Intelligence & Technology ETF | 300 | $19,683 | $19,075.5 | - | -$607.5 | -3.09% | -0.555% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 47,811 | $2.86M | $1.68M | - | -$1.18M | -41.34% | -52.984% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 1,100 | $94,597 | $318,439 | - | $223,842 | 236.63% | -3.593% |
| ALAI Alger AI Enablers & Adopters ETF | 50,714 | $1.85M | $2.24M | - | $389,200.94 | 20.99% | -1.122% |
| AMAT Applied Materials, Inc. | 1,140 | $193,192.82 | $487,931.4 | - | $294,738.58 | 152.56% | -4.169% |
| AMD Advanced Micro Devices, Inc. | 1,178 | $157,159.12 | $650,797.88 | - | $493,638.76 | 314.1% | -3.216% |
| AMZN Amazon.com Inc | 50,949 | $11.18M | $12.92M | - | $1.73M | 15.5% | -0.22% |
| ANET ANET | 5,660 | $636,563.08 | $625,600.1 | - | -$10,962.98 | -1.72% | 0.0 |
| APH Amphenol Corporation | 4,000 | $108,636 | $323,040 | - | $214,404 | 197.36% | -2.334% |
| APO Apollo Global Management, Inc. | 100 | $11,606 | $11,261 | - | -$345 | -2.97% | -0.688% |
| APP AppLovin Corporation Class A Common Stock | 669 | $266,262 | $184,971.81 | - | -$81,290.19 | -30.53% | +5.454% |
| ARTY iShares Future AI & Tech ETF | 13,898 | $774,560.22 | $999,474.67 | - | $224,914.45 | 29.04% | -2.063% |
| ASML ASML Holding N.V. New York Registry Shares | 616 | $449,867.92 | $1.01M | - | $561,788.88 | 124.88% | -0.467% |
| ASX ASE Technology Holding Co., Ltd. Sponsored ADR | 100 | $4,446 | $4,126.5 | - | -$319.5 | -7.19% | -6.914% |
| AVGO Broadcom Inc. | 34,160 | $8.08M | $11.56M | - | $3.47M | 42.94% | -2.302% |
| AXP American Express Company | 14 | $3,766.7 | $4,393.9 | - | $627.2 | 16.65% | +2.248% |
| BA Boeing Company | 169 | $36,583.39 | $31,621.59 | - | -$4,961.8 | -13.56% | +1.327% |
| BAI iShares A.I. Innovation and Tech Active ETF | 127,928 | $4.98M | $5.46M | - | $476,817.96 | 9.57% | -3.067% |
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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 - $587,945.32, Amphenol Corporation - $270,575, AbbVie Inc - $265,885.44, 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 - $1.04M, Adobe Inc - $439,850.18, Salesforce Inc - $209,132.28, and Marvell Technology, Inc - $154,807.14. 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 $1.39M earned over time. The largest contributors to dividend income include Microsoft Corp - $167,593.64, The Home Depot, Inc - $159,734.7, Broadcom Inc - $142,576.2, NVIDIA Corporation - $86,551.7, and Visa Inc. Class A - $77,518.92. 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.
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