AK
Alisha Kamadia Portfolio
Invests via United Community Bank | Managed by Alisha Kamadia
Invests via United Community Bank
Managed by Alisha Kamadia
Automatically Tracked
Alisha Kamadia Profile
Investor and operator with a focus on growth-stage technology and consumer businesses, known for sourcing and structuring cross-border growth equity and strategic minority investments. Alisha Kamadia combines transaction experience in deal execution and portfolio management with hands-on operational support to scale revenue, product and go-to-market functions for founders. Market-relevant skills include financial modelling, exit planning, LP reporting and syndicate formation, positioning her as a pragmatic growth investor in mid-market rounds.
Investor and operator with a focus on growth-stage technology and consumer businesses, known for sourcing and structuring cross-border growth equity and strategic minority investments. Alisha Kamadia combines transaction experience in deal execution and portfolio management with hands-on operational support to scale revenue, product and go-to-market functions for founders. Market-relevant skills include financial modelling, exit planning, LP reporting and syndicate formation, positioning her as a pragmatic growth investor in mid-market rounds.
Investment Philosophy & Strategy
Targets growth-stage technology and consumer companies where capital plus operational partnership accelerates scaling. Prefers strategic minority and cross-border growth equity that preserves founder incentives while enabling follow-on expansion. Investment decisions are driven by revenue-first underwriting, unit-economics improvement, and repeatable go-to-market trajectories, with active use of financial modeling, exit-path planning, and LP/syndicate structures. Capital allocation favors mid-market rounds with 24–60 month liquidity horizons, disciplined risk management through staged funding and hands-on portfolio support to de-risk execution.
Targets growth-stage technology and consumer companies where capital plus operational partnership accelerates scaling. Prefers strategic minority and cross-border growth equity that preserves founder incentives while enabling follow-on expansion. Investment decisions are driven by revenue-first underwriting, unit-economics improvement, and repeatable go-to-market trajectories, with active use of financial modeling, exit-path planning, and LP/syndicate structures. Capital allocation favors mid-market rounds with 24–60 month liquidity horizons, disciplined risk management through staged funding and hands-on portfolio support to de-risk execution.
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:
84.76%
Gain +0.22%
Monthly
1.11%
Yearly
14.23%
Drawdown
16.36%
$332.27M
Equity
Holdings
$332.27M
Investment
$255.69M
$109.06M
Profit +$424,993.47
Realized
$32.49M
Unrealized
$76.57M
Dividends
$19.44M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$424,993.47
Win %
75%
This Week
Compared To Last Week
Gain
0.13%
Profit
$424,993.47
Win %
75%
This Month
Compared to last month
Gain
2.28%
Profit
$7.39M
Win %
75%
This Year
Compared to last year
Gain
2.99%
Profit
$9.66M
Win %
72%
PLTR Palantir Technologies Inc.
+4.66%
+$1,849.04 
MU Micron Technology, Inc.
+4.23%
+$49,292.69 
VLO Valero Energy Corporation
+3.85%
+$39,477.29 
TSLA Tesla, Inc.
+3.8%
+$14,118.29 
INTC Intel Corporation
+3.58%
+$7,335.52 
IGV iShares Expanded Tech-Software Sector ETF
+3.1%
+$26,447.98 
CMCSA Comcast Corp
+2.79%
+$22,832.89 
META Meta Platforms Inc Class A
+2.79%
+$52,454.55 
CCI Crown Castle Inc.
+2.38%
+$8.8 
PYPL PayPal Holdings Inc
+2.35%
+$47.26 
KR Kroger Co.
+2.09%
+$23.4 
BLK BlackRock, Inc.
+1.89%
+$30,614.24 
CTSH Cognizant Technology Solutions Corporation
+1.87%
+$6.54 
PSA Public Storage Common Stock
+1.59%
+$5,196.55 
BMY Bristol-Myers Squibb Company
+1.49%
+$27,544.3 
ESI Element Solutions Inc.
+1.43%
+$3,993 
UNP Union Pacific Corporation
+1.38%
+$1,485.96 
MO Altria Group, Inc.
+1.09%
+$3,289.3 
WRB W.R. Berkley Corporation
+1.06%
+$6.66 
QCOM QUALCOMM Incorporated
+1.05%
+$3,794.3 
AAPL Apple Inc.
+1%
+$46,049.99 
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$4,163.04 
GOOGL Alphabet Inc
+0.82%
+$13,315.99 
TJX The TJX Companies, Inc.
+0.79%
+$1,209.6 
ACGL Arch Capital Group Ltd
+0.76%
+$3.7 
PGR Progressive Corporation
+0.72%
+$3,688.5 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$28,717.97 
ORI Old Republic International Corp.
+0.68%
+$1,854.55 
SCHW Charles Schwab Corporation
+0.66%
+$8,031.6 
BSX Boston Scientific Corporation
+0.53%
+$11.61 
UGI UGI Corporation
+0.46%
+$95.2 
EQIX Equinix, Inc.
+0.43%
+$9.22 
SPG Simon Property Group, Inc.
+0.41%
+$296.66 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$60.63 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.38%
+$231 
SHW The Sherwin-Williams Company
+0.37%
+$1,104.29 
PLD Prologis Inc.
+0.34%
+$727.2 
YUM Yum! Brands, Inc.
+0.34%
+$2.04 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.21%
+$320.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$14,172.48 
TNL Travel + Leisure Co.
+0.15%
+$701.58 
IBTI iShares iBonds Dec 2028 Term ETF
+0.11%
+$276.75 
CGW Invesco S&P Global Water Index ETF
+0.01%
+$6.25 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
+$1.71 
A Agilent Technologies Inc.
0%
$0 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
$0 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$0.04 
ADSK Autodesk, Inc.
0%
+$0.01 
ADM Archer-Daniels-Midland Co
0%
$0 
AEM Agnico Eagle Mines Limited
0%
+$0.01 
AEP American Electric Power Company, Inc.
0%
$0 
AFL Aflac Inc.
0%
$0 
AGCO AGCO Corporation
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
-$0.01 
AIZ Assurant Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AME Ametek Inc.
0%
$0 
AMGN Amgen Inc.
0%
+$0.01 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
$0 
AMP Ameriprise Financial, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
$0 
APTV Aptiv PLC
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVGO Broadcom Inc.
0%
+$0.06 
AWK American Water Works Company, Inc.
0%
$0 
AXON Axon Enterprise, Inc.
0%
$0 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
$0 
BAC Bank of America Corporation
0%
$0 
BAX Baxter International Inc.
0%
$0 
BEN Franklin Resources Inc.
0%
$0 
BG Bunge Global S.A.
0%
$0 
BIDU Baidu Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.02 
BKR Baker Hughes Company
0%
$0 
BRO Brown & Brown Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.01 
CB Chubb Limited
0%
+$0.01 
CBRE CBRE Group Inc.
0%
+$0.01 
CDW CDW Corporation
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
+$0.01 
CI The Cigna Group
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLS Celestica Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
$0 
CNC Centene Corporation
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
$0 
COR Cencora, Inc.
0%
$0 
CPRT Copart Inc.
0%
$0 
CRM Salesforce Inc
0%
-$0.01 
CRH CRH plc
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
$0 
CSX CSX Corporation
0%
-$0.05 
CTVA Corteva Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.16 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$0.01 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DRI Darden Restaurants, Inc.
0%
$0 
DTE DTE Energy Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EAT Brinker International Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EFX Equifax Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.01 
EME EMCOR Group, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENS EnerSys
0%
$0 
EOG EOG Resources, Inc.
0%
$0 
ES Eversource Energy
0%
$0 
ET Energy Transfer L.P.
0%
$0 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPE Expedia Group, Inc.
0%
-$0.01 
EXC Exelon Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FBIN Fortune Brands Innovations Inc.
0%
$0 
FCPT Four Corners Property Trust Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
FHN First Horizon Corporation
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FLEX Flex Ltd.
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FOXA Fox Corporation
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPC Genuine Parts Company
0%
+$0.02 
GS The Goldman Sachs Group, Inc.
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HAL Halliburton Company
0%
$0 
HAS Hasbro Inc.
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HRL Hormel Foods Corporation
0%
$0 
HSIC Henry Schein, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HUBB Hubbell Inc.
0%
-$0.01 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IEX IDEX Corporation
0%
$0 
INCY Incyte Corporation
0%
$0 
INGR Ingredion Inc.
0%
$0 
INTU Intuit Inc.
0%
$0 
IP International Paper Company
0%
$0 
IQV IQVIA Holdings Inc.
0%
-$0.02 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IVZ Invesco Ltd.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JBL Jabil Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.05 
JPM JPMorgan Chase & Co.
0%
+$0.1 
KDP Keurig Dr Pepper Inc.
0%
$0 
KEY KeyCorp
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
$0 
L Loews Corporation
0%
$0 
LFUS Littelfuse Inc.
0%
$0 
LIN Linde plc
0%
$0 
LKQ LKQ Corporation
0%
$0 
LLY Eli Lilly and Company
0%
-$0.04 
LMT Lockheed Martin Corporation
0%
+$0.05 
LNTH Lantheus Holdings, Inc.
0%
$0 
LOW Lowe's Companies Inc.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LUMN Lumen Technologies Inc.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
LYB LyondellBasell Industries N.V.
0%
$0 
MA Mastercard Incorporated
0%
+$0.04 
MAS Masco Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
+$0.01 
MCD McDonald's Corporation
0%
-$0.01 
MCHP Microchip Technology Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MLM Martin Marietta Materials, Inc.
0%
$0 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.18 
MSI Motorola Solutions, Inc.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOC Northrop Grumman Corporation
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
O Realty Income Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OHI Omega Healthcare Investors Inc.
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PCAR PACCAR Inc.
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PM Philip Morris International Inc.
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.07 
PPG PPG Industries Inc.
0%
$0 
PRI Primerica Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
-$0.01 
RCL Royal Caribbean Group
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RF Regions Financial Corporation
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RMD ResMed Inc.
0%
$0 
RL Ralph Lauren Corporation
0%
-$0.01 
ROP Roper Technologies Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RPRX Royalty Pharma plc
0%
$0 
RSG Republic Services, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RYN Rayonier Inc.
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SHEL Shell plc
0%
$0 
SNPS Synopsys, Inc.
0%
$0 
SO The Southern Company
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPGI S&P Global Inc.
0%
-$0.02 
SRE Sempra
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
STT State Street Corp
0%
$0 
STRL Sterling Infrastructure, Inc.
0%
$0 
STLD Steel Dynamics Inc.
0%
+$0.01 
STLA Stellantis N.V.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SYK Stryker Corporation
0%
+$0.01 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TAP Molson Coors Beverage Company
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TDG TransDigm Group Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TGT Target Corporation
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$0.01 
TROW T. Rowe Price Group, Inc.
0%
$0 
TRV The Travelers Companies, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TXT Textron Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.04 
VEEV Veeva Systems Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VLTO Veralto Corporation
0%
$0 
VST Vistra Corp
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VRSK Verisk Analytics Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
+$0.01 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WCC Wesco International Inc.
0%
-$0.01 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
ZBRA Zebra Technologies Corporation
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AOM iShares Core 40/60 Moderate Allocation ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSJR Invesco Bulletshares 2027 High Yield Fund
0%
$0 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BWX SPDR Bloomberg International Treasury Bond ETF
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CWB SPDR Bloomberg Convertible Securities ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DES WisdomTree U.S. SmallCap Dividend Fund
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
+$0.02 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DON WisdomTree U.S. MidCap Dividend Fund
0%
$0 
DIA SPDR Dow Jones Industrial Average ETF Trust
0%
-$0.03 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.03 
EFA iShares MSCI EAFE ETF
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
0%
$0 
EQWL Invesco S&P 100 Equal Weight ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
$0 
FNCL Fidelity MSCI Financials Index ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FTGC First Trust Global Tactical Commodity Strategy Fund
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
GLD SPDR Gold Shares
0%
$0 
HEDJ WisdomTree Europe Hedged Equity Fund
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
0%
$0 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
0%
$0 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
0%
$0 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
0%
$0 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
0%
+$0.01 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.01 
IDV iShares International Select Dividend ETF
0%
$0 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.17 
IGM iShares Expanded Tech Sector ETF
0%
$0 
IJK iShares S&P Mid-Cap 400 Growth ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.18 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
IJJ iShares S&P Mid-Cap 400 Value ETF
0%
+$0.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.01 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.06 
IWN iShares Russell 2000 Value ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWD iShares Russell 1000 Value ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
-$0.02 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IWO iShares Russell 2000 Growth ETF
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
JCPB JPMorgan Core Plus Bond ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
$0 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
JVAL JPMorgan U.S. Value Factor ETF
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
+$0.05 
MMIT NYLI MacKay Muni Intermediate ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
OEF iShares S&P 100 ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PBP Invesco S&P 500 BuyWrite ETF
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.02 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPLV Invesco S&P 500 Low Volatility ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SPYI NEOS S&P 500 High Income ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
TAFI AB Active ETFs, Inc. AB Tax-Aware Short Duration Municipal ETF
0%
$0 
TOTL SPDR DoubleLine Total Return Tactical ETF
0%
$0 
USAI Pacer American Energy Independence ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
-$0.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VB Vanguard Small-Cap ETF
0%
$0 
VCLT Vanguard Long-Term Corporate Bond Fund
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VGLT Vanguard Long-Term Treasury Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.02 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
-$0.04 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.21 
VTV Vanguard Value ETF
0%
+$0.01 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLC Communication Services Select Sector SPDR Fund
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
USA Liberty All Star Equity Fund
0%
$0 
FISV Fiserv, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
GENVR Gen Digital Inc. Contingent Value Right
0%
$0 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
VGNT Versigent plc
0%
$0 G200
G2004J103
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 1694
169417102
-37.26%
-$9.5 
TXRH Texas Roadhouse Inc.
-3.39%
-$4,071.2 
ANET Arista Networks, Inc.
-3.27%
-$1,155.84 
NEM Newmont Corporation
-3.1%
-$40.15 
MCK McKesson Corporation
-2.51%
-$10,226.55 
AMAT Applied Materials, Inc.
-2.48%
-$28,921.29 
COP ConocoPhillips
-2.18%
-$6,599.72 
FAST Fastenal Co.
-1.69%
-$2,386.56 
UNH UnitedHealth Group Incorporated
-1.61%
-$6,170.85 
IAUM iShares Gold Trust Micro
-1.52%
-$232,732.54 
ROST Ross Stores, Inc.
-1.32%
-$36.19 
SLB Schlumberger Limited
-1.04%
-$12.1 
FN Fabrinet
-0.94%
-$10.78 
ACN Accenture plc Class A
-0.92%
-$1,610.4 
NVS Novartis AG Sponsored ADR
-0.39%
-$120 
BA Boeing Company
-0.38%
-$14.79 
WMT Walmart Inc.
-0.25%
-$3,941.13 
BP BP p.l.c. Sponsored ADR
-0.23%
-$3,153.6 
HMOP Hartford Municipal Opportunities ETF
-0.06%
-$73.44 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$27.5 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$4,828.32 
AOK iShares Core Conservative Allocation ETF
-0.01%
-$7.12 
COST Costco Wholesale Corporation
0%
-$8.31 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
0%
-$0.11 Events
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Dividends
Dividend Analysis
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| Trades 4934 | Longs Won 3229/4934 65% | Profit Factor 5.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $170,057.21 |
| Average Win $40,735.52 | Best Trade (Aug 14) $5.6M | Sharpe Ratio -24.84 |
| Average Loss -$13,179.52 | Worst Trade (Jun 30) -$1.09M | Z-Score 1.54 (87.6%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 5d | Expectancy $22,104.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1694 169417102 | 1 | $25.5 | $16 | - | -$9.5 | -37.25% | -37.255% |
| A Agilent Technologies Inc. | 4 | $513 | $592.96 | - | $79.96 | 15.59% | 0.0 |
| AAPL Apple Inc. | 15,299 | $3.21M | $4.67M | - | $1.46M | 45.56% | +0.996% |
| ABBV AbbVie Inc. | 9,661 | $1.96M | $2.4M | - | $444,517.36 | 22.69% | 0.0 |
| ABNB Airbnb, Inc. | 2,218 | $286,476.04 | $399,450.71 | - | $112,974.67 | 39.44% | 0.0 |
| ABT Abbott Laboratories | 587 | $74,773.41 | $65,104.17 | - | -$9,669.24 | -12.93% | 0.0 |
| ACGL Arch Capital Group Ltd | 5 | $453.67 | $490.15 | - | $36.48 | 8.04% | +0.761% |
| ACN Accenture plc Class A | 976 | $315,225.88 | $174,206.24 | - | -$141,019.64 | -44.74% | -0.916% |
| ADBE Adobe Inc. | 537 | $192,088.84 | $138,948.75 | - | -$53,140.09 | -27.66% | 0.0 |
| ADI Analog Devices, Inc. | 245 | $70,120.21 | $94,185.35 | - | $24,065.14 | 34.32% | 0.0 |
| ADM Archer-Daniels-Midland Co | 129 | $7,769.76 | $10,285.17 | - | $2,515.41 | 32.37% | 0.0 |
| ADP Automatic Data Processing Inc. | 3,915 | $959,042.65 | $1.05M | - | $95,384.3 | 9.95% | 0.0 |
| ADSK Autodesk, Inc. | 502 | $122,482.05 | $125,254.02 | - | $2,771.97 | 2.26% | 0.0 |
| AEM Agnico Eagle Mines Limited | 727 | $54,907.37 | $134,625.86 | - | $79,718.49 | 145.19% | 0.0 |
| AEP American Electric Power Company, Inc. | 3,278 | $306,872.81 | $408,602.7 | - | $101,729.89 | 33.15% | 0.0 |
| AFL Aflac Inc. | 7 | $781.95 | $845.11 | - | $63.16 | 8.08% | 0.0 |
| AGCO AGCO Corporation | 28 | $3,352 | $2,843.4 | - | -$508.6 | -15.17% | 0.0 |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,844 | $3.26M | $3.2M | - | -$60,192.48 | -1.85% | 0.0 |
| AIG American International Group Inc. | 124 | $10,494.61 | $9,441.36 | - | -$1,053.25 | -10.04% | 0.0 |
| AIZ Assurant Inc. | 3 | $649.87 | $843.36 | - | $193.49 | 29.77% | 0.0 |
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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 Alisha Kamadia?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $5.78M, Berkshire Hathaway Inc - $4.02M, NVIDIA Corporation - $2.71M, Eaton Corporation plc - $2.09M, and iShares MSCI EAFE ETF - $1.69M. 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: Pfizer Inc - $1.13M, United Parcel Service, Inc - $756,053.21, Target Corporation - $530,085.91, Intel Corporation - $521,272.15, and Taiwan Semiconductor Manufacturing Company Limited - $493,301.59. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alisha Kamadia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $19.44M earned over time. The largest contributors to dividend income include Invesco S&P 500 BuyWrite ETF - $1.53M, iShares MSCI EAFE ETF - $933,120.45, iShares Core S&P 500 ETF - $751,241.33, Verizon Communications Inc - $423,810.7, and Pfizer Inc - $323,526.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alisha Kamadia's monthly returns?
Alisha Kamadia'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 Alisha Kamadia's strategy be considered aggressive or moderate?
Alisha Kamadia'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 Alisha Kamadia's strategy?
Alisha Kamadia'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.
