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:
60.56%
Gain +0.16%
Monthly
1.32%
Yearly
17.09%
Drawdown
15.62%
$139.74M
Equity
Holdings
$139.74M
Investment
$109.12M
$67.84M
Profit +$262,683.59
Realized
$37.21M
Unrealized
$30.62M
Dividends
$9.13M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$262,683.59
Win %
76%
This Week
Compared To Last Week
Gain
0.36%
Profit
$500,140.39
Win %
76%
This Month
Compared to last month
Gain
1.97%
Profit
$2.7M
Win %
76%
This Year
Compared to last year
Gain
2.47%
Profit
$3.36M
Win %
76%
NEM Newmont Corporation
+2.87%
+$6,261.52 
FDXF FedEx Freight Holding Company Inc.
+2.81%
+$1,321.75 
C Citigroup Inc.
+2.76%
+$609.5 
RTX RTX Corporation
+2.59%
+$8,919.15 
HONA Honeywell Aerospace Inc.
+2.59%
+$59.22 
LMT Lockheed Martin Corporation
+2.55%
+$14,221.36 
VSNT Versant Media Group, Inc.
+2.46%
+$29.26 
FCX Freeport-McMoRan Inc.
+2.24%
+$19,882.51 
BLK BlackRock, Inc.
+2.21%
+$13,689.58 
SLB Schlumberger Limited
+2.19%
+$1,231.72 
JPM JPMorgan Chase & Co.
+2.13%
+$55,695.81 
USB U.S. Bancorp
+2.08%
+$389.57 
OKE ONEOK, Inc.
+2.07%
+$673.12 
GM General Motors Company
+2.02%
+$787.54 
GDX VanEck Gold Miners ETF
+1.94%
+$307.58 
SHEL Shell plc
+1.93%
+$166 
GD General Dynamics Corporation
+1.9%
+$639.5 
WFC Wells Fargo & Company
+1.82%
+$3,064.18 
CMCSA Comcast Corp
+1.65%
+$647.28 
COP ConocoPhillips
+1.58%
+$2,360.96 
ACN Accenture plc Class A
+1.57%
+$4,065.25 
NRG NRG Energy, Inc.
+1.52%
+$156 
MSI Motorola Solutions, Inc.
+1.5%
+$41.04 
DLR Digital Realty Trust, Inc.
+1.44%
+$8,574.16 
BA Boeing Company
+1.37%
+$11,455.57 
ALL Allstate Corporation
+1.36%
+$91.42 
AMT American Tower Corporation
+1.34%
+$11,751.48 
BAC Bank of America Corporation
+1.33%
+$3,750.84 
MDLZ Mondelez International, Inc.
+1.31%
+$221.93 
LDOS Leidos Holdings Inc.
+1.28%
+$11,826.42 
PEG Public Service Enterprise Group Incorporated
+1.27%
+$280.35 
PEP PepsiCo, Inc.
+1.22%
+$157 
JNJ Johnson & Johnson
+1.17%
+$562.4 
LLY Eli Lilly and Company
+1.17%
+$2,047.5 
APD Air Products and Chemicals, Inc.
+1.14%
+$413.89 
KO The Coca-Cola Company
+1.11%
+$204 
DIS The Walt Disney Company
+1.05%
+$426.88 
GS The Goldman Sachs Group, Inc.
+1.03%
+$109.8 
NEE NextEra Energy, Inc.
+1.03%
+$651.24 
IYF iShares U.S. Financials ETF
+1.02%
+$529.24 
LOW Lowe's Companies Inc.
+1.01%
+$197 
DOW Dow Inc.
+0.98%
+$148.48 
XLF Financial Select Sector SPDR Fund
+0.98%
+$937.98 
CVX Chevron Corporation
+0.98%
+$11,463.93 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$5,146.03 
HD The Home Depot, Inc.
+0.96%
+$2,046.34 
AAPL Apple Inc.
+0.94%
+$93,001.39 
HDV iShares Core High Dividend ETF
+0.93%
+$1,189.37 
ED Consolidated Edison, Inc.
+0.93%
+$1,136.28 
IEUR iShares Core MSCI Europe ETF
+0.86%
+$18,769.97 
FDX FedEx Corporation
+0.85%
+$2,156.34 
SPGI S&P Global Inc.
+0.79%
+$4,875.77 
SCHF Schwab International Equity ETF
+0.76%
+$268.35 
PECO Phillips Edison & Company, Inc.
+0.75%
+$719.44 
SYK Stryker Corporation
+0.73%
+$4,280.63 
VZ Verizon Communications Inc.
+0.73%
+$286.98 
DRI Darden Restaurants, Inc.
+0.71%
+$513.93 
ABNB Airbnb, Inc.
+0.7%
+$597.8 
DD DuPont de Nemours, Inc.
+0.7%
+$30.36 
EMR Emerson Electric Co.
+0.7%
+$283.63 
V Visa Inc. Class A
+0.68%
+$3,844.8 
MRK Merck & Co., Inc.
+0.67%
+$1,339.57 
SDY SPDR S&P Dividend ETF
+0.65%
+$502.5 
CSX CSX Corporation
+0.64%
+$100.44 
WTW Willis Towers Watson Public Limited Company
+0.64%
+$197 
TSLA Tesla, Inc.
+0.63%
+$468.43 
VTR Ventas Inc.
+0.61%
+$119.6 
COST Costco Wholesale Corporation
+0.6%
+$2,316.72 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.6%
+$56,978.9 
XOM Exxon Mobil Corporation
+0.59%
+$158.08 
T AT&T Inc.
+0.57%
+$72.36 
CLX The Clorox Company
+0.56%
+$192 
NVDA NVIDIA Corporation
+0.55%
+$310.7 
MNST Monster Beverage Corporation
+0.51%
+$92 
UNP Union Pacific Corporation
+0.48%
+$138.6 
CAT Caterpillar Inc.
+0.47%
+$468.45 
LUV Southwest Airlines Co.
+0.44%
+$24.84 
IWD iShares Russell 1000 Value ETF
+0.43%
+$133.59 
VIG Vanguard Dividend Appreciation ETF
+0.41%
+$761.4 
CVS CVS Health Corporation
+0.4%
+$75.11 
WMT Walmart Inc.
+0.38%
+$22.5 
CBOE Cboe Global Markets Inc.
+0.37%
+$114.5 
ADP Automatic Data Processing Inc.
+0.36%
+$40.56 
DAL Delta Air Lines, Inc.
+0.36%
+$28 
CME CME Group Inc.
+0.34%
+$3,457.12 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.33%
+$5,496.33 
AAL American Airlines Group Inc.
+0.33%
+$8 
AMGN Amgen Inc.
+0.27%
+$279.66 
ZTS Zoetis Inc.
+0.24%
+$446.5 
LEVI Levi Strauss & Co.
+0.22%
+$45.59 
BSX Boston Scientific Corporation
+0.2%
+$238.5 
SAP SAP SE Sponsored ADR
+0.19%
+$153.08 
IJR iShares Core S&P Small-Cap ETF
+0.19%
+$8,560.5 
UAL United Airlines Holdings, Inc.
+0.12%
+$12 
PLD Prologis Inc.
+0.11%
+$1,103.34 
SHW The Sherwin-Williams Company
+0.1%
+$13.26 
LVS Las Vegas Sands Corp.
+0.09%
+$4.51 
IJH iShares Core S&P Mid-Cap ETF
+0.09%
+$3,996.98 
PFE Pfizer Inc.
+0.09%
+$21.77 
AMZN Amazon.com Inc
+0.08%
+$885.19 
PFF iShares Preferred and Income Securities ETF
+0.08%
+$5.71 
GOVT iShares U.S. Treasury Bond ETF
+0.07%
+$7.44 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$8,425.83 
ABT Abbott Laboratories
+0.06%
+$132 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$4,867.95 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.05%
+$2.48 
SPY SPDR S&P 500 ETF Trust
+0.04%
+$1,110.19 
USMV iShares MSCI USA Min Vol Factor ETF
+0.04%
+$4,531.52 
TLT iShares 20+ Year Treasury Bond ETF
+0.04%
+$1.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.02%
+$112.68 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+0.02%
+$11.78 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.01%
+$264.16 
IVV iShares Core S&P 500 ETF
+0.01%
+$1,279.17 
NTCXF Natcore Technology Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 G200
G2004J103
0%
$0 
CBRS Cerebras Systems Inc.
-5.16%
-$734 
LXRX Lexicon Pharmaceuticals, Inc.
-3.94%
-$9.23 
HPE Hewlett Packard Enterprise Company
-3.65%
-$4,059.58 
ARM Arm Holdings plc American Depositary Receipt
-2.89%
-$1,416 
NOW ServiceNow, Inc.
-2.51%
-$466.25 
INTC Intel Corporation
-2.27%
-$30,380 
IGV iShares Expanded Tech-Software Sector ETF
-2.17%
-$392.7 
UNH UnitedHealth Group Incorporated
-2.02%
-$551.41 
ORCL Oracle Corporation
-2.02%
-$8,704 
NFLX Netflix, Inc.
-1.98%
-$2,511.25 
KLAC KLA Corporation
-1.94%
-$980.2 
META Meta Platforms Inc Class A
-1.62%
-$2,031.49 
AVGO Broadcom Inc.
-1.59%
-$31,507.14 
AMAT Applied Materials, Inc.
-1.58%
-$3,340.68 
ADBE Adobe Inc.
-1.44%
-$188.76 
ANET Arista Networks, Inc.
-1.43%
-$14,813.5 
CWB SPDR Bloomberg Convertible Securities ETF
-1.23%
-$136.85 
TER Teradyne, Inc.
-1.08%
-$2,534.49 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$16,387.13 
AIA iShares Asia 50 ETF
-1.04%
-$48.3 
GOOGN Alphabet Inc. 6.25% Series A Mandatory Convertible Preferred Stock
-0.93%
-$2,707.25 
CSCO Cisco Systems, Inc.
-0.86%
-$1,874.35 
SPCX Space Exploration Technologies Corp. Class A
-0.85%
-$195.3 
QCOM QUALCOMM Incorporated
-0.73%
-$7,672.61 
IWO iShares Russell 2000 Growth ETF
-0.72%
-$365.73 
IWP iShares Russell Mid-Cap Growth ETF
-0.72%
-$123.75 
HPQ HP Inc.
-0.67%
-$388.88 
QQQ Invesco QQQ Trust, Series 1
-0.64%
-$3,795.52 
IEMG iShares Core MSCI Emerging Markets ETF
-0.63%
-$6.37 
GMED Globus Medical Inc.
-0.61%
-$485 
GOOGL Alphabet Inc
-0.6%
-$4,616.81 
Q Qnity Electronics Inc.
-0.59%
-$35.5 
MGM MGM Resorts International
-0.58%
-$32.3 
TTWO Take-Two Interactive Software, Inc.
-0.56%
-$3,174.62 
DE Deere & Company
-0.53%
-$92.61 
MELI MercadoLibre, Inc.
-0.52%
-$47.94 
GOOG Alphabet Inc
-0.51%
-$17,367.68 
BX Blackstone Inc.
-0.45%
-$22.54 
VOT Vanguard Mid-Cap Growth ETF
-0.44%
-$1,088.1 
REGN Regeneron Pharmaceuticals, Inc.
-0.42%
-$828.11 
MSFT Microsoft Corp.
-0.39%
-$14,511.4 
ALC Alcon Inc.
-0.36%
-$60 
MDLN Medline Inc.
-0.34%
-$281.25 
PAYX Paychex Inc.
-0.28%
-$535.5 
VLUE iShares MSCI USA Value Factor ETF
-0.28%
-$2,269.38 
ETN Eaton Corporation plc
-0.27%
-$243 
MCD McDonald's Corporation
-0.23%
-$13.75 
DXC Dxc Technology Co.
-0.22%
-$4.86 
ECL Ecolab Inc.
-0.2%
-$1,376.83 
BKNG Booking Holdings Inc.
-0.19%
-$15.75 
WYNN Wynn Resorts, Limited
-0.17%
-$11.57 
VB Vanguard Small-Cap ETF
-0.16%
-$59.34 
MDT Medtronic plc
-0.14%
-$104.39 
QS QuantumScape Corp
-0.12%
-$0.75 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.1%
-$4.5 
CEG Constellation Energy Corporation
-0.1%
-$908.82 
SOLS Sollensys Corp
-0.07%
-$0.28 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$3.05 
SBUX Starbucks Corporation
-0.03%
-$7.5 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$0.18 
IEF iShares 7-10 Year Treasury Bond ETF
-0.01%
-$705.16 Events
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Dividends
Dividend Analysis
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| Trades 1036 | Longs Won 763/1036 73% | Profit Factor 8.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $318,093.01 |
| Average Win $100,727.52 | Best Trade (Oct 16) $4.99M | Sharpe Ratio -9.38 |
| Average Loss -$33,040.15 | Worst Trade (Jun 30) -$941,166.38 | Z-Score 6.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $65,477.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAL American Airlines Group Inc. | 200 | $2,562 | $2,464 | - | -$98 | -3.83% | +0.326% |
| AAPL Apple Inc. | 28,793 | $4.93M | $9.94M | - | $5.01M | 101.43% | +0.944% |
| ABNB Airbnb, Inc. | 490 | $66,502.81 | $85,995 | - | $19,492.19 | 29.31% | +0.7% |
| ABT Abbott Laboratories | 2,200 | $225,874 | $230,428 | - | $4,554 | 2.02% | +0.057% |
| ACN Accenture plc Class A | 1,150 | $158,806.5 | $262,723.25 | - | $103,916.75 | 65.44% | +1.572% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 22,434 | $1.19M | $1.68M | - | $489,775.68 | 41.15% | +0.328% |
| ADBE Adobe Inc. | 52 | $26,515 | $12,898.08 | - | -$13,616.92 | -51.36% | -1.442% |
| ADP Automatic Data Processing Inc. | 39 | $9,383 | $11,180.91 | - | $1,797.91 | 19.16% | +0.364% |
| AIA iShares Asia 50 ETF | 35 | $1,940.79 | $4,573.45 | - | $2,632.66 | 135.65% | -1.045% |
| ALC Alcon Inc. | 250 | $19,265 | $16,585 | - | -$2,680 | -13.91% | -0.36% |
| ALL Allstate Corporation | 28 | $3,120 | $6,800.22 | - | $3,680.22 | 117.96% | +1.363% |
| AMAT Applied Materials, Inc. | 492 | $100,789.09 | $208,224.24 | - | $107,435.15 | 106.59% | -1.579% |
| AMGN Amgen Inc. | 237 | $63,697 | $103,144.77 | - | $39,447.77 | 61.93% | +0.272% |
| AMT American Tower Corporation | 4,836 | $843,679.24 | $888,808.44 | - | $45,129.2 | 5.35% | +1.34% |
| AMZN Amazon.com Inc | 4,215 | $566,005.41 | $1.07M | - | $508,693.14 | 89.87% | +0.082% |
| ANET Arista Networks, Inc. | 5,590 | $571,912.92 | $1.02M | - | $450,665.78 | 78.8% | -1.428% |
| APD Air Products and Chemicals, Inc. | 123 | $34,272.93 | $36,895.69 | - | $2,622.76 | 7.65% | +1.135% |
| ARM Arm Holdings plc American Depositary Receipt | 200 | $30,256 | $47,542 | - | $17,286 | 57.13% | -2.892% |
| AVGO Broadcom Inc. | 5,760 | $979,032.03 | $1.95M | - | $972,801.57 | 99.36% | -1.589% |
| BA Boeing Company | 4,423 | $880,309.83 | $846,208.36 | - | -$34,101.47 | -3.87% | +1.372% |
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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 - $2.42M, 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 - $600,971.85, 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 $9.13M earned over time. The largest contributors to dividend income include iShares 1-3 Year Treasury Bond ETF - $953,333.37, iShares 7-10 Year Treasury Bond ETF - $614,014.9, iShares MSCI USA Value Factor ETF - $524,884.92, iShares Core S&P 500 ETF - $500,965.27, and iShares iBoxx $ Investment Grade Corporate Bond ETF - $400,001.51. 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.
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