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:
92.93%
Gain -0.51%
Monthly
1.08%
Yearly
13.71%
Drawdown
16.36%
$328.68M
Equity
Holdings
$328.68M
Investment
$255.69M
$105.48M
Profit -$1.55M
Realized
$32.49M
Unrealized
$72.99M
Dividends
$20.4M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.51%
Profit
-$1.55M
Win %
71%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$755,785.25
Win %
71%
This Month
Compared to last month
Gain
1.49%
Profit
$4.82M
Win %
71%
This Year
Compared to last year
Gain
1.88%
Profit
$6.07M
Win %
69%
HONA Honeywell Aerospace Inc.
+3.34%
+$3,612.22 
BP BP p.l.c. Sponsored ADR
+3.16%
+$48,250.08 
KMI Kinder Morgan, Inc.
+3.14%
+$2,354.58 
COP ConocoPhillips
+3.06%
+$10,279.42 
DKS Dick's Sporting Goods, Inc.
+3%
+$3,084.25 
RTX RTX Corporation
+2.8%
+$10,052.06 
EOG EOG Resources, Inc.
+2.79%
+$5,951.22 
NOC Northrop Grumman Corporation
+2.72%
+$556.37 
DVN Devon Energy Corporation
+2.64%
+$13 
LMT Lockheed Martin Corporation
+2.61%
+$21,829.03 
BKR Baker Hughes Company
+2.59%
+$211.5 
OKE ONEOK, Inc.
+2.47%
+$41,141.88 
FDXF FedEx Freight Holding Company Inc.
+2.46%
+$829.6 
SHEL Shell plc
+2.4%
+$8,432 
IDXX IDEXX Laboratories, Inc.
+2.37%
+$12.97 
RPRX Royalty Pharma plc
+2.37%
+$10,278.9 
SLB Schlumberger Limited
+2.27%
+$24.2 
MSI Motorola Solutions, Inc.
+2.26%
+$20.61 
CVX Chevron Corporation
+2.1%
+$73,644.59 
PM Philip Morris International Inc.
+2.09%
+$62,285.8 
PEP PepsiCo, Inc.
+1.99%
+$5,048.32 
LYB LyondellBasell Industries N.V.
+1.92%
+$373.55 
CCI Crown Castle Inc.
+1.9%
+$7.6 
UL Unilever PLC Sponsored American Depositary Receipt
+1.84%
+$5,880.98 
F Ford Motor Company
+1.83%
+$11.03 
AEP American Electric Power Company, Inc.
+1.82%
+$7,408.28 
EXC Exelon Corporation
+1.81%
+$29.26 
VGNT Versigent plc
+1.77%
+$86.8 
DUK Duke Energy Corporation
+1.76%
+$31,115.92 
HAL Halliburton Company
+1.75%
+$235.18 
VSNT Versant Media Group, Inc.
+1.73%
+$99.36 
ATO Atmos Energy Corporation
+1.71%
+$11.24 
PEG Public Service Enterprise Group Incorporated
+1.7%
+$645.3 
ED Consolidated Edison, Inc.
+1.65%
+$1,093.24 
SO The Southern Company
+1.65%
+$4,505.55 
TJX The TJX Companies, Inc.
+1.62%
+$2,358.72 
CNP CenterPoint Energy Inc.
+1.58%
+$10.08 
ROK Rockwell Automation, Inc.
+1.54%
+$175.5 
ET Energy Transfer L.P.
+1.53%
+$774.09 
GD General Dynamics Corporation
+1.52%
+$1,398.08 
AZO AutoZone Inc.
+1.5%
+$11,310.13 
PNW Pinnacle West Capital Corporation
+1.48%
+$10.5 
MDLZ Mondelez International, Inc.
+1.44%
+$6,251.71 
AMT American Tower Corporation
+1.43%
+$38.92 
CASY Casey's General Stores Inc.
+1.42%
+$2,439.07 
USB U.S. Bancorp
+1.41%
+$15,680.79 
MO Altria Group, Inc.
+1.36%
+$4,722.49 
TAP Molson Coors Beverage Company
+1.33%
+$270.4 
KO The Coca-Cola Company
+1.31%
+$30,532.29 
COST Costco Wholesale Corporation
+1.28%
+$20,820.43 
NEM Newmont Corporation
+1.25%
+$15.95 
SRE Sempra
+1.23%
+$252.5 
ALL Allstate Corporation
+1.21%
+$730.8 
GE General Electric Company
+1.21%
+$1,357.36 
PSX Phillips 66
+1.21%
+$2,073.57 
UGI UGI Corporation
+1.2%
+$267.75 
TSN Tyson Foods Inc.
+1.17%
+$258.3 
D Dominion Energy, Inc.
+1.16%
+$35.04 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+1.16%
+$425.04 
AWK American Water Works Company, Inc.
+1.14%
+$15.1 
NUE Nucor Corporation
+1.13%
+$28.85 
TFC Truist Financial Corporation
+1.13%
+$9,639 
HDV iShares Core High Dividend ETF
+1.1%
+$2,405 
AIG American International Group Inc.
+1.09%
+$106.64 
CMCSA Comcast Corp
+1.06%
+$7,396.57 
XLU Utilities Select Sector SPDR Fund
+1.06%
+$682 
ES Eversource Energy
+1.05%
+$5.52 
VPU Vanguard Utilities ETF
+1.02%
+$348.65 
VTRS Viatris Inc.
+1.01%
+$342.99 
MRK Merck & Co., Inc.
+1%
+$23,243.5 
ORI Old Republic International Corp.
+1%
+$2,462.07 
TMUS T-Mobile US, Inc.
+0.99%
+$32.55 
ACGL Arch Capital Group Ltd
+0.97%
+$4.83 
WMB The Williams Companies, Inc.
+0.97%
+$2,566.77 
MLM Martin Marietta Materials, Inc.
+0.95%
+$18.76 
CRH CRH plc
+0.95%
+$187.62 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$296,036.37 
VZ Verizon Communications Inc.
+0.9%
+$13,406 
DRI Darden Restaurants, Inc.
+0.9%
+$11,352.96 
KR Kroger Co.
+0.89%
+$11.2 
NEE NextEra Energy, Inc.
+0.89%
+$13,931.5 
HRL Hormel Foods Corporation
+0.89%
+$3.06 
MAR Marriott International Inc. - Class A
+0.89%
+$2,507.77 
AON Aon plc
+0.88%
+$1,026.12 
DTE DTE Energy Company
+0.86%
+$159.84 
HD The Home Depot, Inc.
+0.86%
+$15,468.11 
HIG The Hartford Insurance Group, Inc.
+0.85%
+$12.43 
ROST Ross Stores, Inc.
+0.85%
+$21.89 
KHC The Kraft Heinz Company
+0.82%
+$25.27 
COF Capital One Financial Corporation
+0.81%
+$165.24 
SYK Stryker Corporation
+0.81%
+$3,405.75 
LIN Linde plc
+0.8%
+$398.95 
ETR Entergy Corporation
+0.8%
+$24.9 
RYN Rayonier Inc.
+0.79%
+$1,170.15 
APTV Aptiv PLC
+0.79%
+$1,285.81 
CMI Cummins Inc.
+0.79%
+$706.42 
TXT Textron Inc.
+0.77%
+$22.62 
MET MetLife Inc.
+0.77%
+$910.91 
WMT Walmart Inc.
+0.76%
+$12,163.05 
PG Procter & Gamble Co
+0.75%
+$2,359.33 
CME CME Group Inc.
+0.75%
+$269.08 
VDC VANGUARD CONSUMER STAPLES ETF
+0.74%
+$1,238.95 
STLD Steel Dynamics Inc.
+0.73%
+$1,869.01 
PGR Progressive Corporation
+0.72%
+$3,786.86 
XLP Consumer Staples Select Sector SPDR Fund
+0.71%
+$260.4 
MCHP Microchip Technology Incorporated
+0.71%
+$101.85 
JPM JPMorgan Chase & Co.
+0.71%
+$23,735.55 
GM General Motors Company
+0.69%
+$6.96 
JNJ Johnson & Johnson
+0.69%
+$8,887.92 
PSA Public Storage Common Stock
+0.69%
+$2,052.34 
MNST Monster Beverage Corporation
+0.68%
+$6.2 
PNC The PNC Financial Services Group, Inc.
+0.68%
+$9,556.19 
PKG Packaging Corporation of America
+0.68%
+$2,316.28 
ZTS Zoetis Inc.
+0.68%
+$3.71 
L Loews Corporation
+0.67%
+$2,084.88 
STZ Constellation Brands, Inc.
+0.66%
+$122.12 
WFC Wells Fargo & Company
+0.63%
+$1,048.95 
ORLY O'Reilly Automotive Inc.
+0.63%
+$126 
AFL Aflac Inc.
+0.63%
+$5.21 
OTIS Otis Worldwide Corporation
+0.62%
+$187 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$1,299.7 
LOW Lowe's Companies Inc.
+0.6%
+$1,324.22 
FISV Fiserv, Inc.
+0.59%
+$104.72 
HSY The Hershey Company
+0.59%
+$185.13 
TT Trane Technologies plc
+0.58%
+$137.28 
O Realty Income Corporation
+0.58%
+$7.04 
AJG Arthur J. Gallagher & Co.
+0.57%
+$904.53 
SPLV Invesco S&P 500 Low Volatility ETF
+0.56%
+$423.3 
MRSH Marsh & McLennan Companies, Inc.
+0.56%
+$19.95 
CB Chubb Limited
+0.54%
+$1,378.79 
KMB Kimberly-Clark Corporation
+0.54%
+$3,944.08 
INGR Ingredion Inc.
+0.54%
+$106.6 
ABBV AbbVie Inc.
+0.52%
+$14,105.16 
ISRG Intuitive Surgical, Inc.
+0.51%
+$23.76 
PCAR PACCAR Inc.
+0.5%
+$556.05 
DVY iShares Select Dividend ETF
+0.49%
+$3,126.2 
TXN Texas Instruments Inc
+0.48%
+$517.05 
KVUE Kenvue Inc.
+0.48%
+$1.71 
IDV iShares International Select Dividend ETF
+0.47%
+$376.8 
LLY Eli Lilly and Company
+0.46%
+$8,596.52 
BRO Brown & Brown Inc.
+0.46%
+$1.86 
TDG TransDigm Group Inc.
+0.45%
+$15.36 
VICI Vici Properties Inc.
+0.45%
+$1.16 
NXPI NXP Semiconductors N.V.
+0.45%
+$468.65 
CL Colgate-Palmolive Company
+0.44%
+$1,261.16 
CARR Carrier Global Corporation
+0.42%
+$228.39 
GEV GE Vernova Inc.
+0.41%
+$1,163.52 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.41%
+$294 
CI The Cigna Group
+0.41%
+$1,512.67 
VLO Valero Energy Corporation
+0.4%
+$5,528.68 
HLT Hilton Worldwide Holdings Inc.
+0.39%
+$10.76 
NVS Novartis AG Sponsored ADR
+0.39%
+$116 
ITW Illinois Tool Works Inc.
+0.38%
+$3.12 
TRV The Travelers Companies, Inc.
+0.38%
+$2,385.62 
FAST Fastenal Co.
+0.38%
+$515.28 
XLB Materials Select Sector SPDR Fund
+0.38%
+$42.18 
C Citigroup Inc.
+0.35%
+$3,932.78 
FHN First Horizon Corporation
+0.33%
+$166.65 
SPG Simon Property Group, Inc.
+0.32%
+$215.16 
V Visa Inc. Class A
+0.32%
+$4,852.98 
AAPL Apple Inc.
+0.32%
+$16,599.42 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.29%
+$254.25 
PRI Primerica Inc.
+0.29%
+$485.19 
T AT&T Inc.
+0.28%
+$5,597.8 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.28%
+$221 
SDY SPDR S&P Dividend ETF
+0.27%
+$462 
ADM Archer-Daniels-Midland Co
+0.25%
+$27.09 
SPGI S&P Global Inc.
+0.25%
+$1,676.69 
PH Parker-Hannifin Corporation
+0.23%
+$29.12 
RIO Rio Tinto Plc Sponsored ADR
+0.23%
+$1,313.13 
FCPT Four Corners Property Trust Inc.
+0.23%
+$132.4 
WRB W.R. Berkley Corporation
+0.22%
+$1.44 
MPC Marathon Petroleum Corporation
+0.2%
+$164.61 
MCK McKesson Corporation
+0.16%
+$733.12 
BSX Boston Scientific Corporation
+0.15%
+$2.79 
KDP Keurig Dr Pepper Inc.
+0.15%
+$31.25 
NRG NRG Energy, Inc.
+0.14%
+$445.9 
PFE Pfizer Inc.
+0.14%
+$1,075.32 
NKE Nike, Inc. - Class B
+0.14%
+$0.7 
SYF Synchrony Financial
+0.12%
+$407.52 
STLA Stellantis N.V.
+0.12%
+$11.84 
EFV iShares MSCI EAFE Value ETF
+0.11%
+$127.26 
OHI Omega Healthcare Investors Inc.
+0.11%
+$935.75 
HOLA JPMorgan International Hedged Equity Laddered Overlay ETF
+0.1%
+$124.93 
FNV Franco-Nevada Corporation
+0.09%
+$313.87 
TNL Travel + Leisure Co.
+0.09%
+$382.68 
APD Air Products and Chemicals, Inc.
+0.09%
+$242.73 
CPRT Copart Inc.
+0.07%
+$0.32 
ICE Intercontinental Exchange, Inc.
+0.07%
+$133.76 
GPC Genuine Parts Company
+0.07%
+$257.7 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$198.37 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$55 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.04%
+$57.15 
ADP Automatic Data Processing Inc.
+0.04%
+$469.84 
TD The Toronto-Dominion Bank
+0.04%
+$380.48 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.04%
+$21 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$67.69 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$415.5 
AIZ Assurant Inc.
+0.03%
+$0.27 
SHY iShares 1-3 Year Treasury Bond ETF
+0.03%
+$815.87 
AMGN Amgen Inc.
+0.03%
+$173.94 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$254.84 
GSY Invesco Ultra Short Duration ETF
+0.03%
+$8.12 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$27.5 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$16.18 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.02%
+$10.99 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$243.8 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.02%
+$451.55 
BLK BlackRock, Inc.
+0.01%
+$153.52 
FITB Fifth Third Bancorp
+0.01%
+$0.34 
DON WisdomTree U.S. MidCap Dividend Fund
+0.01%
+$1.55 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LKQ LKQ Corporation
0%
$0 
RF Regions Financial Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
+$1.11 
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 
VYM Vanguard High Dividend Yield ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 1694
169417102
0%
$0 G200
G2004J103
0%
$0 
PANW Palo Alto Networks, Inc.
-8.11%
-$7,329.76 
FTNT Fortinet Inc.
-8.1%
-$2,327.34 
CRWD CrowdStrike Holdings, Inc.
-7.69%
-$376.2 
PLTR Palantir Technologies Inc.
-7.34%
-$3,412.72 
FLEX Flex Ltd.
-6.88%
-$23,594.4 
LUMN Lumen Technologies Inc.
-6.57%
-$40.32 
HPE Hewlett Packard Enterprise Company
-6.43%
-$377 
STX Seagate Technology Holdings plc
-5.89%
-$5,857.92 
NOW ServiceNow, Inc.
-5.57%
-$13,356.07 
IGV iShares Expanded Tech-Software Sector ETF
-5.23%
-$47,399.78 
AXON Axon Enterprise, Inc.
-5.22%
-$21.8 
INTC Intel Corporation
-4.91%
-$9,509.76 
AMD Advanced Micro Devices, Inc.
-4.86%
-$6,944.35 
ORCL Oracle Corporation
-4.52%
-$22,714.88 
COIN Coinbase Global, Inc.
-4.5%
-$16.55 
STRL Sterling Infrastructure, Inc.
-4.48%
-$8,795.6 
FN Fabrinet
-4.48%
-$34.48 
APP AppLovin Corporation Class A Common Stock
-4.41%
-$4,567.01 
MU Micron Technology, Inc.
-4.18%
-$49,842.62 
ANET Arista Networks, Inc.
-4.03%
-$1,254.96 
SNPS Synopsys, Inc.
-3.93%
-$128.8 
CLS Celestica Inc.
-3.79%
-$3,287.62 
XBI SPDR S&P Biotech ETF
-3.73%
-$642.85 
LRCX Lam Research Corporation
-3.71%
-$9,949.79 
META Meta Platforms Inc Class A
-3.71%
-$88,899.18 
DELL Dell Technologies Inc.
-3.65%
-$760.32 
AVGO Broadcom Inc.
-3.61%
-$64,421.38 
IBKR Interactive Brokers Group Inc.
-3.56%
-$7,695.9 
AMAT Applied Materials, Inc.
-3.38%
-$30,876.27 
JBL Jabil Inc.
-3.34%
-$1,485.68 
CRM Salesforce Inc
-3.21%
-$6,676.57 
IGM iShares Expanded Tech Sector ETF
-3.18%
-$3,776.54 
KLAC KLA Corporation
-3.13%
-$5,896.81 
HPQ HP Inc.
-3.08%
-$3,712.6 
TSLA Tesla, Inc.
-3.07%
-$12,610.08 
ADBE Adobe Inc.
-3%
-$4,059.72 
AGCO AGCO Corporation
-2.98%
-$88.76 
NFLX Netflix, Inc.
-2.95%
-$6,906.9 
EBAY eBay Inc.
-2.83%
-$9,963.61 
ADSK Autodesk, Inc.
-2.81%
-$3,453.76 
IVZ Invesco Ltd.
-2.71%
-$9,533.16 
MSFT Microsoft Corp.
-2.68%
-$253,762 
XLK State Street Technology Select Sector SPDR ETF
-2.68%
-$57,275.79 
DAL Delta Air Lines, Inc.
-2.64%
-$17,003.26 
VGT Vanguard Information Technology ETF
-2.61%
-$19,522.8 
INTU Intuit Inc.
-2.59%
-$649.8 
IWP iShares Russell Mid-Cap Growth ETF
-2.56%
-$524.48 
VRT Vertiv Holdings Co
-2.55%
-$8,024.49 
SOLV Solventum Corporation
-2.49%
-$2.19 
IWO iShares Russell 2000 Growth ETF
-2.47%
-$3,318.52 
SCHW Charles Schwab Corporation
-2.42%
-$25,433.4 
CDW CDW Corporation
-2.33%
-$7.18 
BIDU Baidu Inc.
-2.33%
-$259.13 
STT State Street Corp
-2.32%
-$1,978.67 
EQIX Equinix, Inc.
-2.29%
-$45.68 
GOOGL Alphabet Inc
-2.27%
-$37,421.85 
QQQ Invesco QQQ Trust, Series 1
-2.21%
-$32,755.84 
LPLA LPL Financial Holdings Inc.
-2.15%
-$3,170.25 
GOOG Alphabet Inc
-2.12%
-$49,499.49 
DE Deere & Company
-2.12%
-$894.4 
CBRE CBRE Group Inc.
-2.08%
-$3,967.75 
ETN Eaton Corporation plc
-2.08%
-$19,980.42 
TXRH Texas Roadhouse Inc.
-2.07%
-$1,982.4 
CSCO Cisco Systems, Inc.
-2.07%
-$69,391.63 
BX Blackstone Inc.
-2.05%
-$630.27 
IWF iShares Russell 1000 Growth ETF
-2.04%
-$5,991.86 
VONG Vanguard Russell 1000 Growth Fund
-2.03%
-$8,590.4 
VUG Vanguard Growth ETF
-2%
-$129,164.61 
VXF Vanguard Extended Market ETF
-1.95%
-$100,287 
XLC Communication Services Select Sector SPDR Fund
-1.95%
-$832.2 
CWB SPDR Bloomberg Convertible Securities ETF
-1.94%
-$2,551.15 
CDNS Cadence Design Systems, Inc.
-1.93%
-$18.81 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.92%
-$7,378.17 
HCA HCA Healthcare Inc.
-1.9%
-$417.83 
UBER Uber Technologies, Inc.
-1.87%
-$3,419.43 
AMZN Amazon.com Inc
-1.83%
-$47,703.95 
VEEV Veeva Systems Inc.
-1.83%
-$1,971.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.81%
-$7,770 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.81%
-$16,478.72 
PWR Quanta Services Inc.
-1.79%
-$3,992.24 
BEN Franklin Resources Inc.
-1.78%
-$21,195.44 
IQV IQVIA Holdings Inc.
-1.73%
-$7,261.5 
ZBRA Zebra Technologies Corporation
-1.73%
-$7,082.83 
ENS EnerSys
-1.72%
-$2,652.21 
ESI Element Solutions Inc.
-1.72%
-$4,428.6 
CNC Centene Corporation
-1.7%
-$12 
VTWO Vanguard Russell 2000 ETF
-1.69%
-$1,797.28 
IWM iShares Russell 2000 ETF
-1.69%
-$4,887.14 
AVEM Avantis Emerging Markets Equity ETF
-1.67%
-$16,801.77 
GENVR Gen Digital Inc. Contingent Value Right
-1.66%
-$0.66 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.64%
-$7,550.31 
LFUS Littelfuse Inc.
-1.63%
-$2,116.07 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
-1.62%
-$340.1 
IEMG iShares Core MSCI Emerging Markets ETF
-1.61%
-$1,739.42 
CTSH Cognizant Technology Solutions Corporation
-1.6%
-$6.3 
UNH UnitedHealth Group Incorporated
-1.59%
-$6,095.26 
APH Amphenol Corporation
-1.56%
-$27,336 
RMD ResMed Inc.
-1.56%
-$11.34 
A Agilent Technologies Inc.
-1.53%
-$10.72 
TGT Target Corporation
-1.53%
-$15,807.46 
RL Ralph Lauren Corporation
-1.52%
-$3,099.2 
VRTX Vertex Pharmaceuticals Incorporated
-1.52%
-$108.57 
QCOM QUALCOMM Incorporated
-1.52%
-$5,978.24 
CEG Constellation Energy Corporation
-1.5%
-$324.69 
DXCM DexCom, Inc.
-1.48%
-$1,716 
WCC Wesco International Inc.
-1.48%
-$4,811.94 
GS The Goldman Sachs Group, Inc.
-1.47%
-$497.8 
BKNG Booking Holdings Inc.
-1.43%
-$3,732.75 
VWO Vanguard FTSE Emerging Markets ETF
-1.35%
-$30,253.72 
IJT iShares S&P Small-Cap 600 Growth ETF
-1.32%
-$2,230.1 
BAX Baxter International Inc.
-1.3%
-$335 
MSCI MSCI Inc.
-1.28%
-$22.04 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$6,162.71 
PBP Invesco S&P 500 BuyWrite ETF
-1.27%
-$148,867.5 
OEF iShares S&P 100 ETF
-1.25%
-$2,287.12 
SCHB Schwab U.S. Broad Market ETF
-1.25%
-$4,504.75 
FIS Fidelity National Information Services, Inc.
-1.25%
-$3.15 
ABNB Airbnb, Inc.
-1.22%
-$4,713.25 
CSGP CoStar Group, Inc.
-1.22%
-$1.95 
JVAL JPMorgan U.S. Value Factor ETF
-1.22%
-$1,502.21 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.21%
-$97,223.97 
SHW The Sherwin-Williams Company
-1.2%
-$3,312.91 
EME EMCOR Group, Inc.
-1.2%
-$26.37 
CHKP Check Point Software Technologies Ltd.
-1.2%
-$1,464.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-1.2%
-$2,440.13 
IWR iShares Russell Mid-Cap ETF
-1.2%
-$6,946.93 
TROW T. Rowe Price Group, Inc.
-1.19%
-$7.26 
ESGU iShares ESG Aware MSCI USA ETF
-1.18%
-$131.01 
IBM International Business Machines Corporation
-1.18%
-$18,422.25 
EMR Emerson Electric Co.
-1.17%
-$16,437.24 
KKR KKR & Co. Inc.
-1.16%
-$1,364.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.15%
-$522.9 
IVV iShares Core S&P 500 ETF
-1.14%
-$97,864.47 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.13%
-$2,409.16 
SPY SPDR S&P 500 ETF Trust
-1.12%
-$46,193.65 
VOO Vanguard S&P 500 ETF
-1.12%
-$5,978.39 
DFAS Dimensional U.S. Small Cap ETF
-1.11%
-$234.9 
AMP Ameriprise Financial, Inc.
-1.11%
-$1,815.82 
USA Liberty All Star Equity Fund
-1.09%
-$1,273.22 
EXPE Expedia Group, Inc.
-1.08%
-$3,144.2 
ODFL Old Dominion Freight Line, Inc.
-1.07%
-$1,520.47 
VB Vanguard Small-Cap ETF
-1.06%
-$2,921.9 
MDY SPDR S&P MidCap 400 ETF Trust
-1.04%
-$11,002.81 
IJH iShares Core S&P Mid-Cap ETF
-1.04%
-$68,192.52 
PRU Prudential Financial, Inc.
-1.04%
-$743.49 
INCY Incyte Corporation
-1.03%
-$241.02 
IJR iShares Core S&P Small-Cap ETF
-1.02%
-$34,031.91 
XLY Consumer Discretionary Select Sector SPDR Fund
-1%
-$1,117.2 
SPYI NEOS S&P 500 High Income ETF
-0.98%
-$265 
PFF iShares Preferred and Income Securities ETF
-0.98%
-$124.83 
NVDA NVIDIA Corporation
-0.97%
-$29,313.9 
OMC Omnicom Group Inc.
-0.97%
-$2,867.28 
SPHQ Invesco S&P 500 Quality ETF
-0.97%
-$63,127.7 
CFG Citizens Financial Group, Inc.
-0.96%
-$8.54 
FDX FedEx Corporation
-0.96%
-$3,172.44 
HSIC Henry Schein, Inc.
-0.95%
-$4.12 
IWN iShares Russell 2000 Value ETF
-0.94%
-$473.62 
MS Morgan Stanley
-0.93%
-$9,343.25 
JCI Johnson Controls International plc
-0.92%
-$276.08 
URI United Rentals, Inc.
-0.92%
-$2,677.14 
ECL Ecolab Inc.
-0.91%
-$747.12 
HUBB Hubbell Inc.
-0.86%
-$2,199.71 
VO Vanguard Mid-Cap ETF
-0.82%
-$3,689.39 
MDT Medtronic plc
-0.81%
-$6,444.9 
EFX Equifax Inc.
-0.8%
-$3.87 
EAT Brinker International Inc.
-0.77%
-$995.4 
ON ON Semiconductor Corporation
-0.76%
-$1,175.44 
YUM Yum! Brands, Inc.
-0.75%
-$4.54 
GILD Gilead Sciences Inc.
-0.75%
-$13,996.6 
MMM 3M Company
-0.73%
-$76.23 
BG Bunge Global S.A.
-0.72%
-$5.39 
WAB Wabtec Corporation
-0.71%
-$251.54 
VEU Vanguard FTSE All-World ex-US ETF
-0.7%
-$127.08 
SYY Sysco Corporation
-0.69%
-$59.28 
EQWL Invesco S&P 100 Equal Weight ETF
-0.69%
-$507.82 
ROP Roper Technologies Inc.
-0.69%
-$258.72 
REGN Regeneron Pharmaceuticals, Inc.
-0.69%
-$126.27 
IWS iShares Russell Mid-Cap Value ETF
-0.69%
-$562.2 
PAYX Paychex Inc.
-0.69%
-$2,762.6 
HEDJ WisdomTree Europe Hedged Equity Fund
-0.68%
-$448.4 
VHT Vanguard Health Care ETF
-0.68%
-$146.85 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.65%
-$4,874.35 
IP International Paper Company
-0.65%
-$3,099.33 
QUAL iShares MSCI USA Quality Factor ETF
-0.64%
-$1,217.84 
IXUS iShares Core International Stock ETF
-0.64%
-$139.2 
FCX Freeport-McMoRan Inc.
-0.64%
-$139.19 
VLTO Veralto Corporation
-0.63%
-$1.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.63%
-$41,336.4 
UPS United Parcel Service, Inc.
-0.62%
-$5,402.77 
PLD Prologis Inc.
-0.62%
-$1,196.85 
NDAQ Nasdaq, Inc.
-0.62%
-$261.31 
DD DuPont de Nemours, Inc.
-0.61%
-$51.2 
DHR Danaher Corporation
-0.61%
-$1,874.27 
CAH Cardinal Health Inc.
-0.6%
-$41.17 
USMV iShares MSCI USA Min Vol Factor ETF
-0.6%
-$899.75 
MCO Moody's Corporation
-0.59%
-$14.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.59%
-$3,975.64 
VST Vistra Corp
-0.58%
-$3.6 
HAS Hasbro Inc.
-0.56%
-$137.5 
CTVA Corteva Inc.
-0.54%
-$0.56 
CSX CSX Corporation
-0.53%
-$7,052.24 
SSNC SS&C Technologies Holdings Inc.
-0.52%
-$104.72 
IEX IDEX Corporation
-0.5%
-$660.45 
UNP Union Pacific Corporation
-0.5%
-$530.7 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.48%
-$117.5 
GWW W.W. Grainger, Inc.
-0.44%
-$1,421.9 
BA Boeing Company
-0.41%
-$13.26 
IAUM iShares Gold Trust Micro
-0.41%
-$59,051.54 
IAU iShares Gold Trust
-0.41%
-$13,863.04 
AOK iShares Core Conservative Allocation ETF
-0.41%
-$235.12 
IWD iShares Russell 1000 Value ETF
-0.41%
-$511.68 
AEM Agnico Eagle Mines Limited
-0.41%
-$552.52 
FBIN Fortune Brands Innovations Inc.
-0.4%
-$256 
MA Mastercard Incorporated
-0.39%
-$4,483.22 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.39%
-$99.3 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.38%
-$738.5 
CVS CVS Health Corporation
-0.37%
-$132.48 
SOLS Sollensys Corp
-0.37%
-$35.63 
BAC Bank of America Corporation
-0.37%
-$2,504.77 
COR Cencora, Inc.
-0.37%
-$510 
GLD SPDR Gold Shares
-0.36%
-$154.29 
DHI D.R. Horton, Inc.
-0.35%
-$134.26 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.34%
-$9,212.16 
RCL Royal Caribbean Group
-0.34%
-$11.52 
DFAT Dimensional US Targeted Value ETF
-0.32%
-$82.94 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.32%
-$26.32 
XLV Health Care Select Sector SPDR Fund
-0.32%
-$474.81 
TEL TE Connectivity plc
-0.32%
-$6.8 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$25.84 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.27%
-$330.62 
PPG PPG Industries Inc.
-0.26%
-$1.43 
IVE ISHARES S&P 500 VALUE ETF
-0.26%
-$1,024.24 
HBAN Huntington Bancshares Incorporated
-0.26%
-$57.68 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.26%
-$21.12 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$127.89 
GIS General Mills, Inc.
-0.26%
-$467.5 
PHM PulteGroup Inc.
-0.24%
-$1,190.16 
NSC Norfolk Southern Corporation
-0.24%
-$61.2 
RSG Republic Services, Inc.
-0.23%
-$15.12 
AXP American Express Company
-0.23%
-$1,641.77 
CTAS Cintas Corporation
-0.23%
-$2.42 
WELL Welltower Inc.
-0.23%
-$4.82 
EFA iShares MSCI EAFE ETF
-0.23%
-$21,748.78 
ELV Elevance Health, Inc.
-0.22%
-$535.79 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.21%
-$57.6 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.21%
-$30.32 
GDX VanEck Gold Miners ETF
-0.21%
-$90 
BSJR Invesco Bulletshares 2027 High Yield Fund
-0.2%
-$99 
DIS The Walt Disney Company
-0.2%
-$842.38 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.2%
-$67.84 
KRE SPDR S&P Regional Banking ETF
-0.19%
-$39.69 
HMOP Hartford Municipal Opportunities ETF
-0.19%
-$214.2 
SBUX Starbucks Corporation
-0.19%
-$143.46 
LVS Las Vegas Sands Corp.
-0.18%
-$0.84 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.18%
-$66.83 
DLR Digital Realty Trust, Inc.
-0.18%
-$682.31 
VRSK Verisk Analytics Inc.
-0.17%
-$0.64 
XLI Industrial Select Sector SPDR Fund
-0.17%
-$253.4 
FNCL Fidelity MSCI Financials Index ETF
-0.17%
-$75.66 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.16%
-$58.6 
CAT Caterpillar Inc.
-0.16%
-$1,016.61 
IEFA iShares Core MSCI EAFE ETF
-0.15%
-$976.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.14%
-$19.7 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.14%
-$53.2 
COWZ Pacer US Cash Cows 100 ETF
-0.14%
-$106.7 
BNY BlackRock New York Municipal Income Trust
-0.14%
-$72.2 
BMY Bristol-Myers Squibb Company
-0.14%
-$2,464.49 
LNTH Lantheus Holdings, Inc.
-0.14%
-$175 
CGW Invesco S&P Global Water Index ETF
-0.13%
-$106.97 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$4,772.37 
MUB iShares National Muni Bond ETF
-0.12%
-$100 
VGLT Vanguard Long-Term Treasury Fund
-0.12%
-$24.48 
AME Ametek Inc.
-0.11%
-$0.81 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.11%
-$2,826.08 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.11%
-$20.48 
ASML ASML Holding N.V. New York Registry Shares
-0.1%
-$34.4 
ACN Accenture plc Class A
-0.1%
-$219.6 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.09%
-$44.4 
XLF Financial Select Sector SPDR Fund
-0.09%
-$385.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.09%
-$2,791.74 
VNQ Vanguard Real Estate ETF
-0.09%
-$665.04 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$170.31 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.08%
-$89.98 
JCPB JPMorgan Core Plus Bond ETF
-0.08%
-$2,469.77 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$51.25 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.07%
-$19.5 
MMIT NYLI MacKay Muni Intermediate ETF
-0.06%
-$82.8 
ABT Abbott Laboratories
-0.06%
-$38.16 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.06%
-$55 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.05%
-$18.35 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$55 
PYPL PayPal Holdings Inc
-0.04%
-$0.85 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$126.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$925.7 
MAS Masco Corporation
-0.04%
-$55.5 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.04%
-$93.53 
ADI Analog Devices, Inc.
-0.03%
-$31.85 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$462.12 
MCD McDonald's Corporation
-0.03%
-$33.09 
VTV Vanguard Value ETF
-0.03%
-$47.1 
IBTK iShares iBonds Dec 2030 Treasury ETF
-0.03%
-$39.22 
KEY KeyCorp
-0.03%
-$7.06 
WM Waste Management, Inc.
-0.02%
-$4.65 
CHD Church & Dwight Co., Inc.
-0.02%
-$0.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$46.26 
FOXA Fox Corporation
-0.02%
-$3.8 
GTLS Chart Industries Inc.
-0.01%
-$1.44 Events
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Dividends
Dividend Analysis
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| Trades 4934 | Longs Won 3170/4934 64% | Profit Factor 5.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $172,945.11 |
| Average Win $40,837.24 | Best Trade (Oct 16) $6.08M | Sharpe Ratio -19.67 |
| Average Loss -$13,591.31 | Worst Trade (Jun 30) -$1.09M | Z-Score -0.53 (40.54%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 3d | Expectancy $21,377.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 24,390 | 21,951 | 19,512 | 17,073 | 14,634 | 12,195 | 9,756 | 7,317 | 4,878 | 2,439 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 1694 169417102 | 1 | $25.5 | $16 | - | -$9.5 | -37.25% | 0.0 |
| A Agilent Technologies Inc. | 4 | $513 | $691.48 | - | $178.48 | 34.79% | -1.527% |
| AAPL Apple Inc. | 15,299 | $3.21M | $5.25M | - | $2.04M | 63.6% | +0.317% |
| ABBV AbbVie Inc. | 9,661 | $1.96M | $2.75M | - | $793,279.56 | 40.5% | +0.515% |
| ABNB Airbnb, Inc. | 2,218 | $286,476.04 | $381,839.79 | - | $95,363.75 | 33.29% | -1.219% |
| ABT Abbott Laboratories | 587 | $74,773.41 | $61,409 | - | -$13,364.41 | -17.87% | -0.062% |
| ACGL Arch Capital Group Ltd | 5 | $453.67 | $501.37 | - | $47.7 | 10.51% | +0.972% |
| ACN Accenture plc Class A | 976 | $315,225.88 | $219,302.32 | - | -$95,923.56 | -30.43% | -0.1% |
| ADBE Adobe Inc. | 537 | $192,088.84 | $131,087.07 | - | -$61,001.77 | -31.76% | -3.004% |
| ADI Analog Devices, Inc. | 245 | $70,120.21 | $98,935.9 | - | $28,815.69 | 41.09% | -0.032% |
| ADM Archer-Daniels-Midland Co | 129 | $7,769.76 | $10,725.06 | - | $2,955.3 | 38.04% | +0.253% |
| ADP Automatic Data Processing Inc. | 3,915 | $959,042.65 | $1.12M | - | $159,746.9 | 16.66% | +0.042% |
| ADSK Autodesk, Inc. | 502 | $122,482.05 | $119,616.56 | - | -$2,865.49 | -2.34% | -2.806% |
| AEM Agnico Eagle Mines Limited | 727 | $54,907.37 | $135,803.6 | - | $80,896.23 | 147.33% | -0.405% |
| AEP American Electric Power Company, Inc. | 3,278 | $306,872.81 | $414,830.9 | - | $107,958.09 | 35.18% | +1.818% |
| AFL Aflac Inc. | 7 | $781.95 | $831.56 | - | $49.61 | 6.34% | +0.631% |
| AGCO AGCO Corporation | 28 | $3,352 | $2,884.84 | - | -$467.16 | -13.94% | -2.985% |
| AGG iShares Core U.S. Aggregate Bond ETF | 32,844 | $3.26M | $3.13M | - | -$129,329.1 | -3.97% | -0.089% |
| AIG American International Group Inc. | 124 | $10,494.61 | $9,917.52 | - | -$577.09 | -5.5% | +1.087% |
| AIZ Assurant Inc. | 3 | $649.87 | $845.88 | - | $196.01 | 30.16% | +0.032% |
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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 - $5.81M, 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 - $741,527.73, Target Corporation - $530,085.91, Intel Corporation - $521,272.15, and Taiwan Semiconductor Manufacturing Company Limited - $493,101.6. 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 $20.4M earned over time. The largest contributors to dividend income include Invesco S&P 500 BuyWrite ETF - $1.62M, iShares MSCI EAFE ETF - $933,120.45, iShares Core S&P 500 ETF - $775,736.56, Verizon Communications Inc - $447,522.56, and Chevron Corporation - $342,035.95. 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.
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