Sandeep Sharma Portfolio
Invests via SYNTAX RESEARCH, INC. | Managed by Sandeep Sharma
Invests via SYNTAX RESEARCH, INC.
Managed by Sandeep Sharma
Automatically Tracked
Sandeep Sharma Profile
Seasoned investor and operator focused on early-stage technology and fintech opportunities. Sandeep Sharma has led venture and growth investments, advised scaling SaaS and marketplace companies, and managed portfolio value-creation initiatives. Background blends engineering, product leadership and private markets investing; active in deal sourcing and board-level governance.
Seasoned investor and operator focused on early-stage technology and fintech opportunities. Sandeep Sharma has led venture and growth investments, advised scaling SaaS and marketplace companies, and managed portfolio value-creation initiatives. Background blends engineering, product leadership and private markets investing; active in deal sourcing and board-level governance.
Investment Philosophy & Strategy
Operates with a pragmatic, founder-friendly approach focused on early-stage technology and fintech companies, prioritizing product-market fit, scalable revenue models, and strong engineering-led teams. Allocates capital with a stage-aware mix of seed and Series A checks, complemented by follow-on rounds to support growth. Emphasizes active governance and operational partnering—product roadmap, go-to-market acceleration, and unit-economics discipline. Time horizon is long-term with conviction-weighted positions, seeking asymmetric outcomes through concentrated, hands-on investments.
Operates with a pragmatic, founder-friendly approach focused on early-stage technology and fintech companies, prioritizing product-market fit, scalable revenue models, and strong engineering-led teams. Allocates capital with a stage-aware mix of seed and Series A checks, complemented by follow-on rounds to support growth. Emphasizes active governance and operational partnering—product roadmap, go-to-market acceleration, and unit-economics discipline. Time horizon is long-term with conviction-weighted positions, seeking asymmetric outcomes through concentrated, hands-on investments.
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:
61.46%
Gain -0.46%
Monthly
1.38%
Yearly
17.83%
Drawdown
15.62%
$139.47M
Equity
Holdings
$139.47M
Investment
$109.12M
$67.57M
Profit -$669,818.87
Realized
$37.21M
Unrealized
$30.36M
Dividends
$8.7M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.46%
Profit
-$669,818.87
Win %
78%
This Week
Compared To Last Week
Gain
-0.84%
Profit
-$1.18M
Win %
78%
This Month
Compared to last month
Gain
-0.48%
Profit
-$669,818.87
Win %
78%
This Year
Compared to last year
Gain
2.27%
Profit
$3.1M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$152,077.16 
ETN Eaton Corporation plc
+7.32%
+$6,369.75 
GOOG Alphabet Inc
+6.88%
+$226,667.96 
GOOGL Alphabet Inc
+6.73%
+$49,636.23 
ANET Arista Networks, Inc.
+5.46%
+$52,154.73 
SOLS Sollensys Corp
+4.84%
+$19.46 
CBOE Cboe Global Markets Inc.
+4.62%
+$1,371 
GOOGN Alphabet Inc. 6.25% Series A Mandatory Convertible Preferred Stock
+3.53%
+$10,174.5 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$5,951.04 
META Meta Platforms Inc Class A
+3.28%
+$3,005.6 
MSFT Microsoft Corp.
+3.02%
+$93,228.83 
NVDA NVIDIA Corporation
+2.93%
+$1,484.6 
LDOS Leidos Holdings Inc.
+2.84%
+$23,727.22 
CVX Chevron Corporation
+2.35%
+$24,213.64 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$1,266.5 
CSCO Cisco Systems, Inc.
+2.14%
+$4,794.39 
OKE ONEOK, Inc.
+1.95%
+$624.66 
ORCL Oracle Corporation
+1.81%
+$7,392 
VTR Ventas Inc.
+1.73%
+$365.7 
ZTS Zoetis Inc.
+1.66%
+$2,961 
SHEL Shell plc
+1.62%
+$122.01 
HPE Hewlett Packard Enterprise Company
+1.61%
+$1,441.72 
ACN Accenture plc Class A
+1.61%
+$3,024.51 
BSX Boston Scientific Corporation
+1.59%
+$1,934.5 
HPQ HP Inc.
+1.53%
+$777.77 
VZ Verizon Communications Inc.
+1.52%
+$618.1 
SAP SAP SE Sponsored ADR
+1.51%
+$975.44 
LMT Lockheed Martin Corporation
+1.5%
+$9,044.24 
SLB Schlumberger Limited
+1.39%
+$790.16 
AIA iShares Asia 50 ETF
+1.38%
+$63.7 
KLAC KLA Corporation
+1.38%
+$722.1 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$209.55 
CMCSA Comcast Corp
+1.23%
+$521.42 
COP ConocoPhillips
+1.22%
+$1,528.3 
WFC Wells Fargo & Company
+1.19%
+$2,076.72 
HONA Honeywell Aerospace Inc.
+1.18%
+$33.88 
AMAT Applied Materials, Inc.
+1.18%
+$2,902.81 
MSI Motorola Solutions, Inc.
+1.14%
+$29.58 
NOW ServiceNow, Inc.
+1.05%
+$145 
ADBE Adobe Inc.
+1.01%
+$130.52 
ADP Automatic Data Processing Inc.
+0.98%
+$101.01 
UNP Union Pacific Corporation
+0.92%
+$264.33 
MCD McDonald's Corporation
+0.82%
+$55 
EMR Emerson Electric Co.
+0.79%
+$296.18 
TSLA Tesla, Inc.
+0.76%
+$483.8 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$7.28 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$17,963.86 
CAT Caterpillar Inc.
+0.7%
+$765.45 
IVV iShares Core S&P 500 ETF
+0.69%
+$93,521.92 
DOW Dow Inc.
+0.67%
+$102.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,631.92 
TER Teradyne, Inc.
+0.6%
+$1,507.01 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,428.88 
GM General Motors Company
+0.52%
+$214.36 
Q Qnity Electronics Inc.
+0.51%
+$33 
IWD iShares Russell 1000 Value ETF
+0.44%
+$135.42 
PAYX Paychex Inc.
+0.44%
+$867 
CSX CSX Corporation
+0.42%
+$68.04 
MDLN Medline Inc.
+0.41%
+$360 
PFE Pfizer Inc.
+0.4%
+$87.1 
RTX RTX Corporation
+0.39%
+$1,544.76 
AVGO Broadcom Inc.
+0.37%
+$8,294.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,882.32 
BAC Bank of America Corporation
+0.36%
+$1,195.92 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$41.4 
GD General Dynamics Corporation
+0.32%
+$122 
MRK Merck & Co., Inc.
+0.32%
+$566.22 
VSNT Versant Media Group, Inc.
+0.28%
+$3.8 
JPM JPMorgan Chase & Co.
+0.27%
+$7,337.64 
NRG NRG Energy, Inc.
+0.24%
+$32 
CME CME Group Inc.
+0.21%
+$2,031.52 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$518.94 
JNJ Johnson & Johnson
+0.21%
+$100.7 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$15,272.38 
USB U.S. Bancorp
+0.17%
+$35.86 
T AT&T Inc.
+0.17%
+$21.44 
PECO Phillips Edison & Company, Inc.
+0.12%
+$126.35 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$7.65 
C Citigroup Inc.
+0.1%
+$23.27 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$10,195.92 
WMT Walmart Inc.
+0.09%
+$5 
ABT Abbott Laboratories
+0.09%
+$198 
HDV iShares Core High Dividend ETF
+0.04%
+$43.25 
DIS The Walt Disney Company
+0.03%
+$11.04 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$1.22 
DXC Dxc Technology Co.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$706,004.36 
SYK Stryker Corporation
-6.42%
-$44,478.94 
GDX VanEck Gold Miners ETF
-3.49%
-$487.76 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$593.65 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$1,295.25 
QCOM QUALCOMM Incorporated
-2.63%
-$23,369.49 
DLR Digital Realty Trust, Inc.
-2.42%
-$15,952.72 
MGM MGM Resorts International
-2.39%
-$207.1 
BA Boeing Company
-2.15%
-$21,053.44 
CBRS Cerebras Systems Inc.
-2.15%
-$436 
NEM Newmont Corporation
-2.14%
-$3,866.3 
NFLX Netflix, Inc.
-2%
-$2,555 
LVS Las Vegas Sands Corp.
-1.97%
-$126.42 
GMED Globus Medical Inc.
-1.83%
-$1,470 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$12,289.72 
UAL United Airlines Holdings, Inc.
-1.8%
-$223 
APD Air Products and Chemicals, Inc.
-1.77%
-$653.13 
UNH UnitedHealth Group Incorporated
-1.68%
-$473.69 
DRI Darden Restaurants, Inc.
-1.64%
-$1,142.43 
LUV Southwest Airlines Co.
-1.38%
-$86.94 
WYNN Wynn Resorts, Limited
-1.38%
-$123.71 
DD DuPont de Nemours, Inc.
-1.32%
-$60.72 
MNST Monster Beverage Corporation
-1.3%
-$254 
DAL Delta Air Lines, Inc.
-1.3%
-$115 
LXRX Lexicon Pharmaceuticals, Inc.
-1.28%
-$4.26 
FCX Freeport-McMoRan Inc.
-1.28%
-$10,257.84 
CLX The Clorox Company
-1.24%
-$480 
MDLZ Mondelez International, Inc.
-1.22%
-$207.13 
SHW The Sherwin-Williams Company
-1.16%
-$155.61 
NEE NextEra Energy, Inc.
-1.15%
-$812.04 
DE Deere & Company
-1.13%
-$183.6 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$9,119.16 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$274.05 
LOW Lowe's Companies Inc.
-1.08%
-$227 
PLD Prologis Inc.
-1.08%
-$12,451.98 
AAL American Airlines Group Inc.
-1.04%
-$32 
INTC Intel Corporation
-1.02%
-$13,020 
KO The Coca-Cola Company
-1.02%
-$180 
XOM Exxon Mobil Corporation
-0.97%
-$232.56 
ALC Alcon Inc.
-0.96%
-$167.5 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$370 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$410.26 
CVS CVS Health Corporation
-0.75%
-$160.37 
SPGI S&P Global Inc.
-0.74%
-$4,488.35 
ED Consolidated Edison, Inc.
-0.74%
-$902.34 
BLK BlackRock, Inc.
-0.73%
-$4,404.95 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$36.3 
AMGN Amgen Inc.
-0.64%
-$587.76 
GS The Goldman Sachs Group, Inc.
-0.63%
-$77.76 
AMT American Tower Corporation
-0.63%
-$5,319.65 
ECL Ecolab Inc.
-0.61%
-$3,956.94 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$8.73 
SCHF Schwab International Equity ETF
-0.58%
-$209.44 
SBUX Starbucks Corporation
-0.57%
-$180 
LLY Eli Lilly and Company
-0.53%
-$858.2 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$11,232.42 
ALL Allstate Corporation
-0.49%
-$36.4 
PEP PepsiCo, Inc.
-0.46%
-$64 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$5,458.77 
HD The Home Depot, Inc.
-0.42%
-$957.72 
MELI MercadoLibre, Inc.
-0.41%
-$38.9 
FDX FedEx Corporation
-0.37%
-$982.1 
MDT Medtronic plc
-0.37%
-$256.96 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$687.97 
ABNB Airbnb, Inc.
-0.37%
-$274.4 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$55 
CEG Constellation Energy Corporation
-0.31%
-$2,726.46 
SDY SPDR S&P Dividend ETF
-0.28%
-$220 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$36,668.58 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$29.76 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$13 
BX Blackstone Inc.
-0.25%
-$14.72 
COST Costco Wholesale Corporation
-0.24%
-$893.75 
VB Vanguard Small-Cap ETF
-0.22%
-$85.14 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$18,434.01 
QS QuantumScape Corp
-0.19%
-$1.5 
BKNG Booking Holdings Inc.
-0.18%
-$17 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$2,916.42 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$4,226.56 
LEVI Levi Strauss & Co.
-0.12%
-$30.39 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$4,919.36 
XLF Financial Select Sector SPDR Fund
-0.1%
-$104.22 
IYF iShares U.S. Financials ETF
-0.09%
-$48.48 
WTW Willis Towers Watson Public Limited Company
-0.04%
-$13 
V Visa Inc. Class A
-0.04%
-$199.35 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1.98 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,316.67 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$1,532.28 Events
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Dividends
Dividend Analysis
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| Trades 1036 | Longs Won 773/1036 74% | Profit Factor 8.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $306,556.54 |
| Average Win $98,431.17 | Best Trade (Aug 14) $4.66M | Sharpe Ratio -9.38 |
| Average Loss -$32,386.21 | Worst Trade (Jun 30) -$941,166.38 | Z-Score 10.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 5d | Expectancy $65,221.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,310 | 3,879 | 3,448 | 3,017 | 2,586 | 2,155 | 1,724 | 1,293 | 862 | 431 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 200 | $2,562 | $3,054 | - | $492 | 19.2% | -1.037% |
| AAPL Apple Inc. | 28,793 | $4.93M | $8.89M | - | $3.96M | 80.24% | -7.354% |
| ABNB Airbnb, Inc. | 490 | $66,502.81 | $74,244.8 | - | $7,741.99 | 11.64% | -0.368% |
| ABT Abbott Laboratories | 2,200 | $225,874 | $232,540 | - | $6,666 | 2.95% | +0.085% |
| ACN Accenture plc Class A | 1,150 | $158,806.5 | $190,808 | - | $32,001.5 | 20.15% | +1.611% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 22,434 | $1.19M | $1.69M | - | $497,964.09 | 41.84% | -0.172% |
| ADBE Adobe Inc. | 52 | $26,515 | $13,021.32 | - | -$13,493.68 | -50.89% | +1.013% |
| ADP Automatic Data Processing Inc. | 39 | $9,383 | $10,391.94 | - | $1,008.94 | 10.75% | +0.982% |
| AIA iShares Asia 50 ETF | 35 | $1,940.79 | $4,671.1 | - | $2,730.31 | 140.68% | +1.383% |
| ALC Alcon Inc. | 250 | $19,265 | $17,235 | - | -$2,030 | -10.54% | -0.963% |
| ALL Allstate Corporation | 28 | $3,120 | $7,394.24 | - | $4,274.24 | 136.99% | -0.49% |
| AMAT Applied Materials, Inc. | 492 | $100,789.09 | $249,773.64 | - | $148,984.55 | 147.82% | +1.176% |
| AMGN Amgen Inc. | 237 | $63,697 | $91,282.92 | - | $27,585.92 | 43.31% | -0.64% |
| AMT American Tower Corporation | 4,836 | $843,679.24 | $838,368.96 | - | -$5,310.28 | -0.63% | -0.631% |
| AMZN Amazon.com Inc | 4,215 | $566,005.41 | $1.14M | - | $578,704.25 | 102.24% | +15.321% |
| ANET Arista Networks, Inc. | 5,590 | $571,912.92 | $1.01M | - | $436,243.64 | 76.28% | +5.456% |
| APD Air Products and Chemicals, Inc. | 123 | $34,272.93 | $36,271.47 | - | $1,998.54 | 5.83% | -1.769% |
| ARM Arm Holdings plc American Depositary Receipt | 200 | $30,256 | $47,938 | - | $17,682 | 58.44% | -0.766% |
| AVGO Broadcom Inc. | 5,760 | $979,032.03 | $2.24M | - | $1.26M | 129.03% | +0.371% |
| BA Boeing Company | 4,423 | $880,309.83 | $955,987.22 | - | $75,677.39 | 8.6% | -2.155% |
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FAQ
Which stocks have generated the highest profits for Sandeep Sharma?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Value Factor ETF - $6.94M, Broadcom Inc - $2.92M, Applied Materials, Inc - $2.6M, iShares Core S&P 500 ETF - $2.38M, and Newmont Corporation - $2.36M. 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: Dow Inc - $1.51M, Snowflake Inc - $649,515.83, Palo Alto Networks, Inc - $628,044.39, Merck & Co., Inc - $602,145.7, and Zoetis Inc - $410,969.72. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sandeep Sharma's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.7M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $879,071.13, iShares 7-10 Year Treasury Bond ETF - $567,186.3, iShares MSCI USA Value Factor ETF - $520,923.12, iShares Core S&P 500 ETF - $460,732.4, and ISHARES MSCI ACWI EX U.S. ETF - $392,596.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sandeep Sharma's monthly returns?
Sandeep Sharma's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Sandeep Sharma's strategy be considered aggressive or moderate?
Sandeep Sharma's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Sandeep Sharma's strategy?
Sandeep Sharma's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
