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:
35.94%
Gain +0.98%
Monthly
1.39%
Yearly
18%
Drawdown
16.11%
$171.62M
Equity
Holdings
$171.62M
Investment
$136.47M
$36.69M
Profit +$1.28M
Realized
$1.44M
Unrealized
$35.24M
Dividends
$3.99M
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.98%
Profit
$1.28M
Win %
83%
This Week
Compared To Last Week
Gain
3.44%
Profit
$5.71M
Win %
83%
This Month
Compared to last month
Gain
3.44%
Profit
$5.71M
Win %
83%
This Year
Compared to last year
Gain
2.66%
Profit
$4.45M
Win %
84%
TSLA Tesla, Inc.
+2.83%
+$5,405.83 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+2.35%
+$21,124.91 
GLD SPDR Gold Shares
+2.27%
+$28,093.52 
SGOL abrdn Physical Gold Shares ETF
+2.25%
+$56,878.64 
VOT Vanguard Mid-Cap Growth ETF
+1.38%
+$6,165.12 
SCHM Schwab U.S. Mid-Cap ETF
+1.38%
+$7,371.07 
IJH iShares Core S&P Mid-Cap ETF
+1.36%
+$39,249.15 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.33%
+$2,710.5 
VB Vanguard Small-Cap ETF
+1.32%
+$22,192.49 
SCHC Schwab International Small-Cap Equity ETF
+1.18%
+$6,848.13 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$2,608.97 
VSGX Vanguard ESG International Stock ETF
+1.14%
+$16,613.52 
EFA iShares MSCI EAFE ETF
+1.11%
+$81,806.55 
IEFA iShares Core MSCI EAFE ETF
+1.09%
+$4,727.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.08%
+$299,385.84 
USXF iShares ESG Aware MSCI USA ETF
+1.03%
+$26,167.13 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.99%
+$110,412.75 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.93%
+$2,296.01 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$2,556.96 
MGK Vanguard Mega Cap Growth ETF
+0.85%
+$243,324.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$38,726.79 
VUG Vanguard Growth ETF
+0.8%
+$7,129.82 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$42,842.98 
SCHX Schwab U.S. Large-Cap ETF
+0.71%
+$1,826.42 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.69%
+$3,129.85 
VO Vanguard Mid-Cap ETF
+0.67%
+$45,558.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.6%
+$2,163.25 
VOO Vanguard S&P 500 ETF
+0.59%
+$5,354.95 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$7,765.68 
IVE ISHARES S&P 500 VALUE ETF
+0.5%
+$8,811.19 
FTLS First Trust Long/Short Equity ETF
+0.46%
+$1,600.2 
MGV Vanguard Mega Cap Value ETF
+0.43%
+$57,098.64 
VTV Vanguard Value ETF
+0.43%
+$20,840.97 
VIG Vanguard Dividend Appreciation ETF
+0.34%
+$80,114.09 
EQIN Columbia U.S. Equity Income ETF
+0.32%
+$4,863.3 
AAPL Apple Inc.
+0.29%
+$1,248.44 
VOE Vanguard Mid-Cap Value ETF
+0.23%
+$1,771.9 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.18%
+$687.42 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.17%
+$822.7 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.15%
+$623.25 
SCHJ Schwab 1-5 Year Corporate Bond ETF
+0.14%
+$331.52 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$2,961.28 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.13%
+$8,253.65 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.07%
+$344.26 
MSFT Microsoft Corp.
+0.01%
+$24.41 
Events
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Dividends
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| Trades 330 | Longs Won 258/330 78% | Profit Factor 46.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $516,204.44 |
| Average Win $145,289.01 | Best Trade (Aug 08) $7.16M | Sharpe Ratio -9.09 |
| Average Loss -$11,081.16 | Worst Trade (Jun 30) -$170,567.45 | Z-Score 16.82 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 1d | Expectancy $111,171.88 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
Hover over the desired column for a detailed explanation.
Returns
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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 Abraham Martinez?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Mega Cap Growth ETF - $931,588.2, VANGUARD FTSE DEVELOPED MARKETS ETF - $855,958.5, Vanguard Dividend Appreciation ETF - $583,786.37, abrdn Physical Gold Shares ETF - $583,385.2, and iShares 1-5 Year Investment Grade Corporate Bond ETF - $399,794.87. 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, iShares Core S&P Small-Cap ETF - $37,760.4, Alphabet Inc - $26,915.4, 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 $3.99M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $854,795.13, Vanguard Dividend Appreciation ETF - $535,726.33, iShares 1-5 Year Investment Grade Corporate Bond ETF - $406,154.63, iShares MSCI EAFE ETF - $358,757.57, and Vanguard Mega Cap Value ETF - $269,646.98. 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.
