Abraham Martinez Portfolio
Invests via Amara Financial LLC | Managed by Abraham Martinez
Invests via Amara Financial LLC
Managed by Abraham Martinez
Automatically Tracked
Abraham Martinez Profile
Abraham Martinez is a seasoned entrepreneur with extensive experience in the technology sector, particularly focusing on innovative software solutions. He has successfully founded and led several startups, driving them from conception to scalability by harnessing emerging trends in digital transformation. His leadership extends beyond traditional boundaries, as he actively engages with venture capital firms to facilitate funding and strategic partnerships. A passionate advocate for tech-driven entrepreneurship, Abraham contributes valuable insights on market opportunities and operational efficiency within the startup ecosystem. His commitment to fostering innovation positions him as a pivotal figure in shaping the future landscape of technological advancements.
Abraham Martinez is a seasoned entrepreneur with extensive experience in the technology sector, particularly focusing on innovative software solutions. He has successfully founded and led several startups, driving them from conception to scalability by harnessing emerging trends in digital transformation. His leadership extends beyond traditional boundaries, as he actively engages with venture capital firms to facilitate funding and strategic partnerships. A passionate advocate for tech-driven entrepreneurship, Abraham contributes valuable insights on market opportunities and operational efficiency within the startup ecosystem. His commitment to fostering innovation positions him as a pivotal figure in shaping the future landscape of technological advancements.
Investment Philosophy & Strategy
Innovation serves as a cornerstone in driving competitive advantage within the technology landscape. Abraham Martinez leverages his entrepreneurial prowess to identify and capitalize on transformative trends, which often results in the development of market-leading software solutions. With a strong emphasis on scalability, he cultivates strategic alliances with venture capitalists that facilitate growth and operational efficiency among startups. His expertise not only enriches individual ventures but also enhances the overall health of the tech ecosystem through insightful engagement with emerging technologies.
Innovation serves as a cornerstone in driving competitive advantage within the technology landscape. Abraham Martinez leverages his entrepreneurial prowess to identify and capitalize on transformative trends, which often results in the development of market-leading software solutions. With a strong emphasis on scalability, he cultivates strategic alliances with venture capitalists that facilitate growth and operational efficiency among startups. His expertise not only enriches individual ventures but also enhances the overall health of the tech ecosystem through insightful engagement with emerging technologies.
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:
32.37%
Gain +0.33%
Monthly
1.15%
Yearly
14.73%
Drawdown
16.12%
$168.11M
Equity
Holdings
$168.11M
Investment
$136.38M
$33.17M
Profit +$425,480.58
Realized
$1.44M
Unrealized
$31.73M
Dividends
$4.41M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$425,480.58
Win %
77%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$1.58M
Win %
77%
This Month
Compared to last month
Gain
0.42%
Profit
$705,984.98
Win %
77%
This Year
Compared to last year
Gain
0.56%
Profit
$938,352.27
Win %
79%
GLTR abrdn Physical Precious Metals Basket Shares ETF
+1.66%
+$13,953.17 
CVS CVS Health Corporation
+1.42%
+$2,937.6 
SGOL abrdn Physical Gold Shares ETF
+1.19%
+$29,064.36 
GLD SPDR Gold Shares
+1.12%
+$13,411.19 
EQIN Columbia U.S. Equity Income ETF
+0.99%
+$15,080.84 
IJR iShares Core S&P Small-Cap ETF
+0.94%
+$48,772.57 
SCHA Schwab U.S. Small-Cap ETF
+0.91%
+$1,915.45 
MSFT Microsoft Corp.
+0.87%
+$3,792.64 
VB Vanguard Small-Cap ETF
+0.86%
+$13,515.6 
SCHM Schwab U.S. Mid-Cap ETF
+0.84%
+$4,287.26 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$183,393.7 
VTV Vanguard Value ETF
+0.71%
+$34,480.34 
MGV Vanguard Mega Cap Value ETF
+0.71%
+$91,992.64 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.65%
+$1,228.5 
VOE Vanguard Mid-Cap Value ETF
+0.64%
+$4,901 
IVE ISHARES S&P 500 VALUE ETF
+0.59%
+$10,392.78 
GOOGL Alphabet Inc
+0.58%
+$1,864.45 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$15,023.6 
EFA iShares MSCI EAFE ETF
+0.54%
+$38,153.47 
IEFA iShares Core MSCI EAFE ETF
+0.45%
+$1,864.91 
VO Vanguard Mid-Cap ETF
+0.42%
+$28,163.39 
GOOG Alphabet Inc
+0.37%
+$1,078.57 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.33%
+$1,308.83 
VSGX Vanguard ESG International Stock ETF
+0.29%
+$4,108.72 
VOT Vanguard Mid-Cap Growth ETF
+0.25%
+$1,074.45 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.23%
+$840.18 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.18%
+$11,201.55 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.17%
+$378.88 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.14%
+$36,463.66 
SCHX Schwab U.S. Large-Cap ETF
+0.13%
+$339.8 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$2,644 
VOO Vanguard S&P 500 ETF
+0.12%
+$1,071.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.11%
+$400.6 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$1,430.55 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.1%
+$493.62 
AAPL Apple Inc.
+0.06%
+$271.41 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.04%
+$172.13 
TSLA Tesla, Inc.
-1.29%
-$2,829.78 
IEMG iShares Core MSCI Emerging Markets ETF
-0.88%
-$40,171.69 
MGK Vanguard Mega Cap Growth ETF
-0.4%
-$116,922.59 
IWF iShares Russell 1000 Growth ETF
-0.37%
-$1,050.18 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.33%
-$1,527.66 
VUG Vanguard Growth ETF
-0.32%
-$2,912.18 
SCHC Schwab International Small-Cap Equity ETF
-0.28%
-$1,566.94 
FTLS First Trust Long/Short Equity ETF
-0.26%
-$937.26 
USXF iShares ESG Aware MSCI USA ETF
-0.23%
-$5,635.48 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.2%
-$22,082.55 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.15%
-$370.83 Events
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Dividends
Dividend Analysis
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| Trades 330 | Longs Won 245/330 74% | Profit Factor 33.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $504,440.74 |
| Average Win $139,549.16 | Best Trade (Oct 14) $7.84M | Sharpe Ratio -11.55 |
| Average Loss -$11,984.47 | Worst Trade (Jun 30) -$170,567.45 | Z-Score 11.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 2d | Expectancy $100,517.77 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,085 | 12,676 | 11,268 | 9,859 | 8,451 | 7,042 | 5,634 | 4,225 | 2,817 | 1,408 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,357 | $308,893.84 | $465,668.12 | - | $156,774.28 | 50.75% | +0.058% |
| CVS CVS Health Corporation | 2,295 | $144,309.53 | $210,382.65 | - | $66,073.12 | 45.79% | +1.416% |
| EFA iShares MSCI EAFE ETF | 68,745 | $5.97M | $7.1M | - | $1.13M | 18.86% | +0.54% |
| EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | 4,918 | $486,349 | $484,841.03 | - | -$1,507.97 | -0.31% | +0.036% |
| EQIN Columbia U.S. Equity Income ETF | 28,709 | $1.34M | $1.54M | - | $198,429.03 | 14.76% | +0.987% |
| FTLS First Trust Long/Short Equity ETF | 4,572 | $290,196.92 | $353,484.18 | - | $63,287.26 | 21.81% | -0.264% |
| GLD SPDR Gold Shares | 3,178 | $772,444.94 | $1.21M | - | $435,862.44 | 56.43% | +1.122% |
| GLTR abrdn Physical Precious Metals Basket Shares ETF | 4,684 | $530,650.16 | $852,623.37 | - | $321,973.21 | 60.68% | +1.664% |
| GOOG Alphabet Inc | 856 | $208,710 | $295,242.96 | - | $86,532.96 | 41.46% | +0.367% |
| GOOGL Alphabet Inc | 923 | $224,419.77 | $322,736.18 | - | $98,316.41 | 43.81% | +0.581% |
| IEFA iShares Core MSCI EAFE ETF | 4,337 | $344,320.71 | $417,653.1 | - | $73,332.39 | 21.3% | +0.449% |
| IEMG iShares Core MSCI Emerging Markets ETF | 57,801 | $3.78M | $4.51M | - | $720,678.27 | 19.04% | -0.884% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | 117,911 | $6.22M | $6.05M | - | -$163,089.04 | -2.62% | +0.185% |
| IJH iShares Core S&P Mid-Cap ETF | 37,559 | $2.33M | $2.73M | - | $396,354.12 | 16.99% | +0.553% |
| IJR iShares Core S&P Small-Cap ETF | 38,253 | $4.53M | $5.23M | - | $695,185.04 | 15.33% | +0.942% |
| IVE ISHARES S&P 500 VALUE ETF | 7,531 | $1.53M | $1.77M | - | $244,819.23 | 16.02% | +0.59% |
| IWF iShares Russell 1000 Growth ETF | 2,283 | $214,192.5 | $282,658.23 | - | $68,465.73 | 31.96% | -0.37% |
| MGK Vanguard Mega Cap Growth ETF | 316,007 | $20.88M | $29.03M | - | $8.15M | 39.01% | -0.401% |
| MGV Vanguard Mega Cap Value ETF | 79,304 | $10.78M | $13.11M | - | $2.32M | 21.54% | +0.707% |
| MSFT Microsoft Corp. | 813 | $349,932.32 | $437,682.61 | - | $87,750.29 | 25.08% | +0.874% |
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FAQ
Which stocks have generated the highest profits for Abraham Martinez?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mega Cap Growth ETF - $955,762.74, VANGUARD FTSE DEVELOPED MARKETS ETF - $924,087.97, Vanguard Dividend Appreciation ETF - $673,552.76, abrdn Physical Gold Shares ETF - $583,385.2, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $423,617.61. 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: Tesla, Inc - $86,373.48, iShares California Muni Bond ETF - $61,002.11, Alphabet Inc - $26,712.34, iShares Core S&P Small-Cap ETF - $18,273.17, and Invesco California AMT-Free Municipal Bond ETF - $12,716.75. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Abraham Martinez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.41M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $922,924.6, Vanguard Dividend Appreciation ETF - $625,492.72, iShares 1-5 Year Investment Grade Corporate Bond ETF - $429,977.37, iShares MSCI EAFE ETF - $358,757.57, and Vanguard Mega Cap Value ETF - $327,094.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Abraham Martinez's monthly returns?
Abraham Martinez'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 Abraham Martinez's strategy be considered aggressive or moderate?
Abraham Martinez'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 Abraham Martinez's strategy?
Abraham Martinez'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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