AKW
Adriel Kuan Wui Loh Portfolio
Invests via OVERSEA-CHINESE BANKING Corp Ltd | Managed by Kok Kim Gan
Invests via OVERSEA-CHINESE BANKING Corp Ltd
Managed by Kok Kim Gan
Automatically Tracked
Adriel Kuan Wui Loh Profile
Adriel Kuan Wui Loh is a seasoned entrepreneur with extensive experience in developing technology-driven business solutions. His career has included roles as founder and CEO of multiple startups, where he spearheaded innovative approaches to solving complex market challenges. Notably, his insights into digital transformation and scalability have positioned him at the forefront of emerging industries, driving both product innovation and strategic partnerships. Loh's leadership journey emphasizes his commitment to harnessing cutting-edge technology while fostering collaborative team environments that propel growth and efficiency. With a strong educational background in engineering from a prestigious institution, he embodies the intersection of technical expertise and entrepreneurial spirit.
Adriel Kuan Wui Loh is a seasoned entrepreneur with extensive experience in developing technology-driven business solutions. His career has included roles as founder and CEO of multiple startups, where he spearheaded innovative approaches to solving complex market challenges. Notably, his insights into digital transformation and scalability have positioned him at the forefront of emerging industries, driving both product innovation and strategic partnerships. Loh's leadership journey emphasizes his commitment to harnessing cutting-edge technology while fostering collaborative team environments that propel growth and efficiency. With a strong educational background in engineering from a prestigious institution, he embodies the intersection of technical expertise and entrepreneurial spirit.
Investment Philosophy & Strategy
Growth prospects in technology sectors reveal significant opportunities for innovation and operational enhancements. Adriel Kuan Wui Loh's entrepreneurial spirit is evident through his ability to leverage emerging trends and create impactful solutions across diverse industries. His strategic acumen facilitates the exploration of new markets, enabling agile responses to shifts in customer demands. Prioritizing scalability and transformative business models allows for robust growth potential while maintaining a focus on efficiency and competitive advantage. Through thoughtful partnerships and a commitment to technological advancements, he positions his ventures to navigate challenges effectively, securing a distinct presence in the market.
Growth prospects in technology sectors reveal significant opportunities for innovation and operational enhancements. Adriel Kuan Wui Loh's entrepreneurial spirit is evident through his ability to leverage emerging trends and create impactful solutions across diverse industries. His strategic acumen facilitates the exploration of new markets, enabling agile responses to shifts in customer demands. Prioritizing scalability and transformative business models allows for robust growth potential while maintaining a focus on efficiency and competitive advantage. Through thoughtful partnerships and a commitment to technological advancements, he positions his ventures to navigate challenges effectively, securing a distinct presence in the market.
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:
67.51%
Gain -1.16%
Monthly
1.38%
Yearly
17.91%
Drawdown
19.71%
$3.54B
Equity
Holdings
$3.54B
Investment
$1.9B
$1.64B
Profit -$41.76M
Realized
-$0
Unrealized
$1.64B
Dividends
$129.26M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.16%
Profit
-$41.76M
Win %
67%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$38.12M
Win %
67%
This Month
Compared to last month
Gain
0.25%
Profit
$8.92M
Win %
67%
This Year
Compared to last year
Gain
10.23%
Profit
$328.85M
Win %
67%
VLD Velo3D, Inc.
+11.85%
+$179.23 
BBWI Bath & Body Works, Inc.
+5.28%
+$5,054 
UNH UnitedHealth Group Incorporated
+4.73%
+$257,916.4 
BMY Bristol-Myers Squibb Company
+4.61%
+$20,415.42 
ETSY Etsy Inc.
+4.6%
+$68,824.4 
GILD Gilead Sciences Inc.
+3.8%
+$18,085.13 
MRK Merck & Co., Inc.
+3.8%
+$2.61M 
LLY Eli Lilly and Company
+3.62%
+$57,010.47 
LMT Lockheed Martin Corporation
+3.61%
+$17,499.79 
WMT Walmart Inc.
+3.46%
+$51,669.96 
REGN Regeneron Pharmaceuticals, Inc.
+3.35%
+$14,967.31 
ABBV AbbVie Inc.
+3.32%
+$34,437.16 
CVS CVS Health Corporation
+3.24%
+$21,433.48 
PM Philip Morris International Inc.
+3.16%
+$29,368.01 
MUSA Murphy USA Inc.
+2.96%
+$23,575.76 
PFE Pfizer Inc.
+2.96%
+$4,888.8 
CYTK Cytokinetics, Incorporated
+2.94%
+$12,773.17 
COST Costco Wholesale Corporation
+2.87%
+$27,260.52 
XLV Health Care Select Sector SPDR Fund
+2.53%
+$85,570.2 
CI The Cigna Group
+2.5%
+$20,452.02 
CARG CarGurus, Inc.
+2.39%
+$64,911.7 
HUBS HubSpot, Inc.
+2.24%
+$22,903.65 
TGT Target Corporation
+2.18%
+$12,320.52 
VDC VANGUARD CONSUMER STAPLES ETF
+2.12%
+$8,586.16 
BKNG Booking Holdings Inc.
+2.01%
+$1.24M 
CF CF Industries Holdings, Inc.
+1.89%
+$13,668.85 
IMCR Immunocore Holdings plc American Depositary Receipt
+1.87%
+$2,809.56 
EL The Estée Lauder Companies Inc. Class A
+1.86%
+$9,861.72 
ADBE Adobe Inc.
+1.86%
+$285,840.95 
KO The Coca-Cola Company
+1.85%
+$249,454.58 
AJG Arthur J. Gallagher & Co.
+1.78%
+$4,450.49 
THC Tenet Healthcare Corporation
+1.76%
+$21,456.8 
PBR Petrobras S.A. Sponsored ADR
+1.73%
+$13,455.2 
BIIB Biogen Inc.
+1.72%
+$37,059.9 
XOM Exxon Mobil Corporation
+1.68%
+$23,917.55 
MPC Marathon Petroleum Corporation
+1.67%
+$60,280.63 
BZ Kanzhun Limited American Depositary Shares
+1.62%
+$25,792 
ADP Automatic Data Processing Inc.
+1.6%
+$10,546.14 
PEP PepsiCo, Inc.
+1.55%
+$4,716.18 
TMO Thermo Fisher Scientific Inc.
+1.53%
+$559,187.73 
DAY Dayforce Inc.
+1.53%
+$100,978.27 
MCK McKesson Corporation
+1.53%
+$37,723.95 
WDAY Workday Inc.
+1.48%
+$73,933.75 
A Agilent Technologies Inc.
+1.4%
+$4,756.8 
EW Edwards Lifesciences Corporation
+1.38%
+$3,308.72 
HDV iShares Core High Dividend ETF
+1.37%
+$48,826 
SBUX Starbucks Corporation
+1.36%
+$2,902.5 
ZTS Zoetis Inc.
+1.33%
+$13,211.55 
PKX Posco Holdings Inc.
+1.32%
+$40,444.7 
MDT Medtronic plc
+1.31%
+$67,806.27 
NUE Nucor Corporation
+1.3%
+$15,609.91 
APD Air Products and Chemicals, Inc.
+1.24%
+$4,326.84 
AMCR Amcor plc
+1.22%
+$50,322.31 
BRK-B Berkshire Hathaway Inc.
+1.2%
+$24,539.2 
JPM JPMorgan Chase & Co.
+1.16%
+$1.32M 
SUI Sun Communities Inc.
+1.14%
+$60,458.43 
ELS Equity Lifestyle Properties Inc.
+1.14%
+$14,819.06 
MCD McDonald's Corporation
+1.06%
+$180,641.78 
RGA Reinsurance Group of America, Inc.
+1.05%
+$7,912.47 
UPS United Parcel Service, Inc.
+1.04%
+$1,903.77 
COP ConocoPhillips
+1.02%
+$7,572.96 
NOW ServiceNow, Inc.
+0.99%
+$174,476.35 
STLD Steel Dynamics Inc.
+0.95%
+$13,039.26 
ABNB Airbnb, Inc.
+0.89%
+$38,712.31 
WELL Welltower Inc.
+0.88%
+$421,998.43 
GIS General Mills, Inc.
+0.88%
+$103,494.44 
DHR Danaher Corporation
+0.83%
+$4,661.91 
CMCSA Comcast Corp
+0.81%
+$2,226.19 
BDX Becton, Dickinson and Company
+0.81%
+$27,068.16 
MRSH Marsh & McLennan Companies, Inc.
+0.79%
+$3,587.56 
CALM Cal-Maine Foods Inc.
+0.77%
+$2,676.96 
RS Reliance Inc.
+0.74%
+$7,233.05 
NNN NNN REIT, Inc.
+0.74%
+$25,053 
HSY The Hershey Company
+0.74%
+$1,070.4 
VLO Valero Energy Corporation
+0.73%
+$24,402 
ECL Ecolab Inc.
+0.72%
+$58,547.71 
MTD Mettler-Toledo International Inc.
+0.7%
+$5,777.36 
MUR Murphy Oil Corporation
+0.69%
+$1,747.98 
AMLX Amylyx Pharmaceuticals, Inc. Common Stock
+0.67%
+$3,021.32 
EOG EOG Resources, Inc.
+0.67%
+$2,826.42 
ELV Elevance Health, Inc.
+0.66%
+$6,587.51 
EXPD Expeditors International of Washington, Inc.
+0.64%
+$3,629.97 
XLE Energy Select Sector SPDR Fund
+0.64%
+$193,899.9 
AZO AutoZone Inc.
+0.63%
+$2,894.58 
IXC iShares Global Energy ETF
+0.58%
+$145,253.16 
VTR Ventas Inc.
+0.55%
+$19,518.26 
ADM Archer-Daniels-Midland Co
+0.53%
+$1,083.28 
AAPL Apple Inc.
+0.49%
+$709,842.25 
EXPE Expedia Group, Inc.
+0.46%
+$3,893.75 
TTWO Take-Two Interactive Software, Inc.
+0.45%
+$3,034.85 
GWW W.W. Grainger, Inc.
+0.42%
+$6,955.2 
DIS The Walt Disney Company
+0.38%
+$125,209.9 
ABT Abbott Laboratories
+0.35%
+$1,371.24 
ALB Albemarle Corporation
+0.33%
+$463.04 
O Realty Income Corporation
+0.33%
+$12,951.36 
GDDY Godaddy Inc.
+0.32%
+$9,896.04 
G Genpact Ltd.
+0.31%
+$10,914.97 
BABA Alibaba Group Holding Limited SP ADR
+0.29%
+$1,721.28 
ADC Agree Realty Corporation
+0.26%
+$8,671.19 
MOO VanEck Agribusiness ETF
+0.26%
+$9,380.7 
EXR Extra Space Storage Inc.
+0.25%
+$5,966.7 
RPV Invesco S&P 500 Pure Value ETF
+0.24%
+$202,282.36 
ILMN Illumina, Inc.
+0.21%
+$13,124.06 
YUMC Yum China Holdings Inc.
+0.21%
+$60,032.52 
WFC Wells Fargo & Company
+0.2%
+$4,163.36 
XYL Xylem Inc.
+0.2%
+$48,389.6 
PHO Invesco Water Resources ETF
+0.17%
+$3,041.16 
REG Regency Centers Corporation
+0.17%
+$5,951.4 
NFLX Netflix, Inc.
+0.16%
+$15,105.2 
HON Honeywell International Inc.
+0.15%
+$580.26 
VICI Vici Properties Inc.
+0.13%
+$2,070.93 
PSA Public Storage Common Stock
+0.13%
+$10,573.49 
RMD ResMed Inc.
+0.11%
+$2,935.13 
MAR Marriott International Inc. - Class A
+0.09%
+$867.52 
PRU Prudential Financial, Inc.
+0.07%
+$335.12 
HTHT H World Group Limited American Depositary Receipt
+0.07%
+$12,843.12 
DE Deere & Company
+0.06%
+$32,160.54 
AMH American Homes 4 Rent
+0.03%
+$700.67 
THD iShares MSCI Thailand ETF
+0.03%
+$110 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.02%
+$629.51 
BEIGF BeiGene Ltd.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
FLT Corpay Inc.
0%
$0 
FOLD Amicus Therapeutics, Inc.
0%
$0 
HCP HashiCorp Inc.
0%
$0 
K Kellanova Inc.
0%
$0 
MRSN Mersana Therapeutics, Inc.
0%
$0 
SGEN Seattle Genetics Inc
0%
$0 
SRC Spirit Realty Capital Inc
0%
$0 
SQSP Squarespace, Inc.
0%
$0 
WNS WNS Holdings Ltd.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
SGFY Signify Health, Inc.
0%
$0 
XM Elkhorn S&P MidCap Materials Portfolio
0%
$0 
RXDX Prometheus Biosciences, Inc.
0%
$0 
MYOV Myovant Sciences Ltd
0%
$0 4581
458140950
0%
$0 SIRI
SIRI
0%
$0 3814
38141G954
0%
$0 ME
ME
0%
$0 GOLD
GOLD
0%
$0 4609
46090E953
0%
$0 ANET
ANET
0%
$0 DM
DM
0%
$0 BLUE
BLUE
0%
$0 0236
02364W105
0%
$0 3814
38141G904
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
-76.88%
-$31.71M 
VNET VNET Group Inc. American Depositary Receipt
-14.64%
-$158,747.82 
ORCL Oracle Corporation
-8.83%
-$108,068.95 
MRVL Marvell Technology, Inc.
-8.73%
-$2.31M 
HPE Hewlett Packard Enterprise Company
-8.28%
-$87,021.9 
NTAP NetApp, Inc.
-7.03%
-$133,858.03 
FIVN Five9 Inc.
-6.58%
-$32,526.77 
OKTA Okta Inc.
-6.45%
-$219,590.53 
SNOW Snowflake Inc.
-6.34%
-$286,516.73 
MPWR Monolithic Power Systems, Inc.
-5.79%
-$76,975.13 
AMD Advanced Micro Devices, Inc.
-5.73%
-$4.9M 
PANW Palo Alto Networks, Inc.
-5.54%
-$928,417.38 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-5.2%
-$171,302 
S SentinelOne Inc.
-4.96%
-$50,798.72 
HLIT Harmonic Inc.
-4.94%
-$77,903.28 
BAC Bank of America Corporation
-4.76%
-$208,737.97 
CPNG Coupang Inc.
-4.73%
-$745,954.49 
LRCX Lam Research Corporation
-4.71%
-$115,790.32 
NOK Nokia Corporation Sponsored ADR
-4.67%
-$379,288.4 
INTC Intel Corporation
-4.56%
-$571,176.34 
GDX VanEck Gold Miners ETF
-4.4%
-$69,888 
ON ON Semiconductor Corporation
-4.34%
-$417,388.86 
NIO Nio Inc.
-4.21%
-$10,917 
RPD Rapid7 Inc.
-4.18%
-$8,385.66 
NU Nu Holdings Ltd.
-4.17%
-$21,606.65 
NTNX Nutanix, Inc.
-4.16%
-$68,999.16 
STT State Street Corp
-4.14%
-$438,786.79 
IQ Iqiyi Inc.
-4.09%
-$7,675.43 
MU Micron Technology, Inc.
-4.08%
-$3.31M 
EWY iShares MSCI South Korea ETF
-4.04%
-$2.27M 
FFIV F5 Inc.
-3.98%
-$540,094.6 
EME EMCOR Group, Inc.
-3.96%
-$101,924.07 
ASML ASML Holding N.V. New York Registry Shares
-3.94%
-$93,508.8 
KB KB Financial Group Inc. - Depositary Receipt (Common Stock)
-3.66%
-$28,265.04 
VISN Vistance Networks, Inc.
-3.6%
-$10,004.94 
FTNT Fortinet Inc.
-3.52%
-$79,036.94 
NEM Newmont Corporation
-3.49%
-$17,647.37 
CIBR First Trust NASDAQ Cybersecurity ETF
-3.47%
-$61,929.19 
KEYS Keysight Technologies, Inc.
-3.4%
-$31,122 
DLR Digital Realty Trust, Inc.
-3.4%
-$459,552.25 
META Meta Platforms Inc Class A
-3.27%
-$5.05M 
IRM Iron Mountain Inc.
-3.26%
-$24,994.42 
NVDA NVIDIA Corporation
-3.16%
-$880,406.8 
WCC Wesco International Inc.
-3.15%
-$196,024.17 
AVGO Broadcom Inc.
-3.1%
-$220,647 
SNPS Synopsys, Inc.
-2.95%
-$23,780 
PACB Pacific Biosciences of California, Inc.
-2.93%
-$1,049.82 
KLAC KLA Corporation
-2.82%
-$872,127.6 
MS Morgan Stanley
-2.75%
-$22,089.82 
PINS Pinterest, Inc. Class A
-2.73%
-$7,475.55 
TEL TE Connectivity plc
-2.63%
-$244,858.95 
TXN Texas Instruments Inc
-2.5%
-$519,459.12 
URI United Rentals, Inc.
-2.43%
-$23,682.54 
QCOM QUALCOMM Incorporated
-2.4%
-$53,831.04 
PICK iShares MSCI Global Metals & Mining Producers ETF
-2.39%
-$148,865.86 
GRAB Grab Holdings Limited
-2.35%
-$404,254.06 
PLD Prologis Inc.
-2.31%
-$616,511.71 
EQIX Equinix, Inc.
-2.31%
-$406,432.15 
MPT Medical Properties Trust, Inc.
-2.24%
-$28,025.9 
CHCT Community Healthcare Trust Inc.
-2.23%
-$25,364.1 
EWT iShares MSCI Taiwan ETF
-2.22%
-$1.47M 
FOUR Shift4 Payments, Inc.
-2.19%
-$5,802.1 
TSLA Tesla, Inc.
-2.15%
-$70,378.56 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-2.1%
-$610,113 
MELI MercadoLibre, Inc.
-1.97%
-$12,777.8 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$2.29M 
BKR Baker Hughes Company
-1.91%
-$10,142.28 
SQM Quimica y Minera Chilena S.A. ADR
-1.89%
-$3,506.93 
C Citigroup Inc.
-1.81%
-$1.39M 
LECO Lincoln Electric Holdings, Inc.
-1.81%
-$16,660 
MSFT Microsoft Corp.
-1.8%
-$3.65M 
EDU New Oriental Education & Technology Group Inc.
-1.77%
-$20,244.64 
FR First Industrial Realty Trust Inc.
-1.77%
-$11,265.68 
AMZN Amazon.com Inc
-1.74%
-$2.62M 
GOOGL Alphabet Inc
-1.74%
-$3.88M 
GOOG Alphabet Inc
-1.68%
-$104,409.69 
YMM Full Truck Alliance Co. Ltd. American Depositary Receipt
-1.57%
-$7,969.6 
SKM SK Telecom Co., Ltd.
-1.54%
-$16,342.55 
TRMB Trimble Inc.
-1.52%
-$4,371.88 
HEWJ iShares Currency Hedged MSCI Japan ETF
-1.49%
-$53,190.48 
GLDM SPDR Gold MiniShares Trust
-1.49%
-$622,757.61 
GLD SPDR Gold Shares
-1.49%
-$517,188.54 
GS The Goldman Sachs Group, Inc.
-1.48%
-$11,818.27 
VEEV Veeva Systems Inc.
-1.42%
-$8,037.82 
CDNS Cadence Design Systems, Inc.
-1.42%
-$21,036.16 
PCG PG&E Corporation
-1.35%
-$2,484.72 
IRT Independence Realty Trust Inc.
-1.35%
-$44,172.2 
XYZ Block, Inc.
-1.31%
-$74,167.33 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-1.28%
-$5,645.03 
IBM International Business Machines Corporation
-1.26%
-$5,617.3 
HST Host Hotels & Resorts Inc.
-1.25%
-$29,954.97 
CSCO Cisco Systems, Inc.
-1.24%
-$15,325.31 
GPN Global Payments Inc.
-1.21%
-$56,877.48 
ACWI iShares MSCI ACWI ETF
-1.21%
-$367,265.28 
MANH Manhattan Associates Inc.
-1.2%
-$8,920.53 
VALE Vale S.A.
-1.2%
-$8,977.44 
V Visa Inc. Class A
-1.17%
-$966,653.49 
NTST Netstreit Corp.
-1.15%
-$25,096.8 
XAR SPDR S&P Aerospace & Defense ETF
-1.14%
-$34,959.4 
GM General Motors Company
-1.13%
-$424,554.61 
MXI iShares Global Materials ETF
-1.13%
-$28,742.64 
USB U.S. Bancorp
-1.11%
-$3,594.15 
SPY SPDR S&P 500 ETF Trust
-1.08%
-$178,452.21 
HR Healthcare Realty Trust Incorporated
-1.04%
-$2,015.63 
COLD Americold Realty Trust
-1%
-$29,646.4 
IFRA iShares U.S. Infrastructure
-1%
-$17,349.09 
SPG Simon Property Group, Inc.
-0.97%
-$61,413.3 
IBN ICICI Bank Limited Sponsored ADR
-0.95%
-$3,243.51 
EQR Equity Residential
-0.94%
-$82,365.76 
MET MetLife Inc.
-0.92%
-$7,318.17 
APLE Apple Hospitality REIT, Inc.
-0.91%
-$11,914.35 
REXR Rexford Industrial Realty, Inc.
-0.9%
-$25,920.58 
CRM Salesforce Inc
-0.87%
-$915,393.58 
CPT Camden Property Trust
-0.78%
-$31,419.92 
QAI NYLI Hedge Multi-Strategy Tracker ETF
-0.78%
-$17,346.84 
MAA Mid-America Apartment Communities, Inc.
-0.71%
-$4,108.5 
SE Sea Ltd.
-0.65%
-$1.25M 
PDD PDD Holdings Inc. American Depositary Shares
-0.62%
-$82,469.04 
SBAC SBA Communications Corporation
-0.62%
-$14,543.07 
IT Gartner Inc.
-0.6%
-$3,090.43 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.6%
-$51,791.4 
DBA Invesco DB Agriculture Fund
-0.6%
-$148,022.91 
LSI Life Storage Inc
-0.6%
-$9,493.6 
BRX Brixmor Property Group Inc.
-0.59%
-$27,346.56 
DVN Devon Energy Corporation
-0.58%
-$1,315.15 
HDB HDFC Bank Limited ADR
-0.57%
-$7,883.2 
HPQ HP Inc.
-0.56%
-$1,694.05 
XLF Financial Select Sector SPDR Fund
-0.55%
-$5,004.9 
SLB Schlumberger Limited
-0.53%
-$1,209 
GWRE GUIDEWIRE SOFTWARE INC
-0.52%
-$22,740.12 
QUAL iShares MSCI USA Quality Factor ETF
-0.51%
-$73,544.63 
HLT Hilton Worldwide Holdings Inc.
-0.48%
-$6,334.56 
COMT iShares GSCI Commodity Dynamic Strategy ETF
-0.47%
-$1,321.31 
SRE Sempra
-0.46%
-$1,512.4 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.45%
-$17,729.46 
INDA ISHARES MSCI INDIA ETF
-0.42%
-$640 
PTCT PTC Therapeutics, Inc.
-0.42%
-$1,983 
BEKE Ke Holdings Inc. ADR
-0.4%
-$20,656.58 
JD JD.com Inc.
-0.37%
-$1,546.5 
BIO Bio-Rad Laboratories Inc.
-0.36%
-$1,401.41 
SPGI S&P Global Inc.
-0.35%
-$1,195.64 
EIDO iShares MSCI Indonesia ETF
-0.34%
-$1,848.6 
ZBH Zimmer Biomet Holdings, Inc.
-0.34%
-$596.13 
EWM iShares MSCI Malaysia ETF
-0.33%
-$1,440 
KRG Kite Realty Group Trust
-0.33%
-$8,161.74 
JOYY JOYY Inc. American Depositary Shares
-0.32%
-$2,019.42 
OHI Omega Healthcare Investors Inc.
-0.29%
-$21,584.03 
AIG American International Group Inc.
-0.28%
-$1,982.2 
KIM Kimco Realty Corporation
-0.27%
-$4,817.16 
MA Mastercard Incorporated
-0.26%
-$106,004.24 
YUM Yum! Brands, Inc.
-0.25%
-$752.58 
TDG TransDigm Group Inc.
-0.24%
-$1,537.93 
TME Tencent Music Entertainment Group
-0.23%
-$1,400 
MOAT VanEck Morningstar Wide Moat Fund
-0.23%
-$199,728.85 
LOW Lowe's Companies Inc.
-0.23%
-$3,282.27 
OGN Organon & Co.
-0.22%
-$28,055.31 
AES AES Corporation
-0.2%
-$393 
GGB Gerdau S.A.
-0.19%
-$927.98 
INVH Invitation Homes Inc.
-0.19%
-$2,564.85 
MOH Molina Healthcare Inc.
-0.15%
-$701.22 
UDR UDR Inc.
-0.15%
-$7,901.4 
BCC Boise Cascade Company
-0.14%
-$491.3 
PYPL PayPal Holdings Inc
-0.12%
-$3,699.19 
EPRT Essential Properties Realty Trust, Inc.
-0.12%
-$6,198.72 
VRSN Verisign Inc.
-0.12%
-$3,809.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.11%
-$5,720.74 
NKE Nike, Inc. - Class B
-0.09%
-$3,846.21 
EIX Edison International
-0.07%
-$281.36 
WEX Wex Inc.
-0.07%
-$3,239.04 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$326 Events
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Dividends
Dividend Analysis
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| Trades 317 | Longs Won 202/317 63% | Profit Factor 13.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.87M |
| Average Win $8.79M | Best Trade (Oct 15) $163.94M | Sharpe Ratio 0 |
| Average Loss -$1.13M | Worst Trade (Oct 15) -$31.71M | Z-Score 6.69 (100%) |
| Commissions $0 | Avg. Trade Length 3y 9m 2w 5d | Expectancy $5.19M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,125 | 2,813 | 2,500 | 2,187 | 1,875 | 1,562 | 1,250 | 937 | 625 | 313 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0236 02364W105 | 12,678 | $230,740 | $230,740 | - | - | - | 0.0 |
| 3814 38141G904 | 3,000 | $1.03M | $1.03M | - | - | - | 0.0 |
| 3814 38141G954 | 3,000 | $1.03M | $1.03M | - | - | - | 0.0 |
| 4581 458140950 | 28,000 | $733,460 | $733,460 | - | - | - | 0.0 |
| 4609 46090E953 | 28,000 | $7.46M | $7.46M | - | - | - | 0.0 |
| A Agilent Technologies Inc. | 1,982 | $296,606 | $344,868 | - | $48,262 | 16.27% | +1.399% |
| AAPL Apple Inc. | 420,025 | $54.57M | $144.05M | - | $89.48M | 163.96% | +0.495% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 256,350 | $16.61M | $28.52M | - | $11.91M | 71.69% | -2.095% |
| ABBV AbbVie Inc. | 3,776 | $610,239 | $1.07M | - | $460,181.52 | 75.41% | +3.324% |
| ABNB Airbnb, Inc. | 26,157 | $2.24M | $4.37M | - | $2.13M | 95.39% | +0.894% |
| ABT Abbott Laboratories | 3,809 | $418,190 | $392,212.73 | - | -$25,977.27 | -6.21% | +0.351% |
| ACWI iShares MSCI ACWI ETF | 189,312 | $16.07M | $30.05M | - | $13.98M | 87.03% | -1.207% |
| ADBE Adobe Inc. | 64,964 | $21.87M | $15.64M | - | -$6.24M | -28.51% | +1.862% |
| ADC Agree Realty Corporation | 51,007 | $3.62M | $3.35M | - | -$272,887.94 | -7.54% | +0.26% |
| ADM Archer-Daniels-Midland Co | 2,462 | $228,597 | $205,921.68 | - | -$22,675.32 | -9.92% | +0.529% |
| ADP Automatic Data Processing Inc. | 2,386 | $569,920 | $668,843.54 | - | $98,923.54 | 17.36% | +1.602% |
| AES AES Corporation | 13,100 | $376,756 | $195,976 | - | -$180,780 | -47.98% | -0.2% |
| AIG American International Group Inc. | 9,010 | $569,792 | $697,644.3 | - | $127,852.3 | 22.44% | -0.283% |
| AJG Arthur J. Gallagher & Co. | 1,075 | $202,681 | $254,817.99 | - | $52,136.99 | 25.72% | +1.778% |
| ALB Albemarle Corporation | 1,447 | $313,796 | $141,762.59 | - | -$172,033.41 | -54.82% | +0.328% |
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FAQ
Which stocks have generated the highest profits for Adriel Kuan Wui Loh?
The largest contributions to the portfolio's profits come from the following stocks: JPMorgan Chase & Co - $7M, Invesco S&P 500 Pure Value ETF - $6.12M, iShares MSCI Taiwan ETF - $5.89M, Merck & Co., Inc - $5.76M, and Citigroup Inc - $4.87M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Adriel Kuan Wui Loh's portfolio generate?
The portfolio generates substantial dividend income, with a total of $129.26M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $7M, Invesco S&P 500 Pure Value ETF - $6.12M, iShares MSCI Taiwan ETF - $5.89M, Merck & Co., Inc - $5.76M, and Citigroup Inc - $4.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Adriel Kuan Wui Loh's monthly returns?
Adriel Kuan Wui Loh'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 Adriel Kuan Wui Loh's strategy be considered aggressive or moderate?
Adriel Kuan Wui Loh'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 Adriel Kuan Wui Loh's strategy?
Adriel Kuan Wui Loh'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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