Vyoma Patel Portfolio
Invests via Strata Wealth Advisors LLC | Managed by Strata Wealth Advisors LLC, Mark Whidby
Invests via Strata Wealth Advisors LLC
Managed by Strata Wealth Advisors LLC, Mark Whidby
Automatically Tracked
Vyoma Patel Profile
Vyoma Patel is a seasoned technology commercialization expert with a strong background in startup innovation and market expansion. She has demonstrated a unique ability to translate technical advancements into viable business solutions, working closely with entrepreneurs to enhance product development processes. Through her leadership roles in various tech ventures, she has been pivotal in driving growth strategies that align product offerings with emerging market demands. Her experience encompasses not only operational excellence but also significant contributions to fostering collaborative ecosystems among startups and investors alike, making her an influential figure in the entrepreneurial landscape.
Vyoma Patel is a seasoned technology commercialization expert with a strong background in startup innovation and market expansion. She has demonstrated a unique ability to translate technical advancements into viable business solutions, working closely with entrepreneurs to enhance product development processes. Through her leadership roles in various tech ventures, she has been pivotal in driving growth strategies that align product offerings with emerging market demands. Her experience encompasses not only operational excellence but also significant contributions to fostering collaborative ecosystems among startups and investors alike, making her an influential figure in the entrepreneurial landscape.
Investment Philosophy & Strategy
Identifying transformative opportunities within the tech landscape drives investment decisions. Vyoma Patel leverages her extensive background in startup innovation and operational excellence to navigate emerging market trends. By focusing on scalable business models, she aligns strategic priorities with evolving consumer needs. Her unique approach emphasizes fostering collaborations between entrepreneurs and investors, creating dynamic ecosystems that enhance product viability. This perspective allows her to unearth high-potential ventures ripe for commercialization while ensuring they are positioned effectively in competitive landscapes.
Identifying transformative opportunities within the tech landscape drives investment decisions. Vyoma Patel leverages her extensive background in startup innovation and operational excellence to navigate emerging market trends. By focusing on scalable business models, she aligns strategic priorities with evolving consumer needs. Her unique approach emphasizes fostering collaborations between entrepreneurs and investors, creating dynamic ecosystems that enhance product viability. This perspective allows her to unearth high-potential ventures ripe for commercialization while ensuring they are positioned effectively in competitive landscapes.
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:
63.02%
Gain -0.45%
Monthly
1.49%
Yearly
19.39%
Drawdown
14.47%
$393.86M
Equity
Holdings
$393.86M
Investment
$283.16M
$151M
Profit -$1.47M
Realized
$40.3M
Unrealized
$110.7M
Dividends
$20.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.47M
Win %
75%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$1.29M
Win %
75%
This Month
Compared to last month
Gain
-0.87%
Profit
-$3.46M
Win %
75%
This Year
Compared to last year
Gain
8%
Profit
$29.18M
Win %
76%
MU Micron Technology, Inc.
+7.34%
+$67,807.32 
ADI Analog Devices, Inc.
+3.43%
+$129,959.82 
CAT Caterpillar Inc.
+3.23%
+$10,594.4 
AVGO Broadcom Inc.
+3.11%
+$29,966.42 
NVDA NVIDIA Corporation
+2.5%
+$122,532.32 
ANET Arista Networks, Inc.
+2.46%
+$152,081.28 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+1.87%
+$15,235.38 
DFEV Dimensional Emerging Markets Value ETF
+1.71%
+$280,098.8 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$23,827.8 
CGXU Capital Group International Focus Equity ETF
+1.43%
+$298,134.22 
IWF iShares Russell 1000 Growth ETF
+1.38%
+$3,999.6 
GE General Electric Company
+1.19%
+$3,178.98 
FNDF Schwab Fundamental International Large Company Index ETF
+1.09%
+$673,466.7 
ORCL Oracle Corporation
+1.02%
+$2,462.64 
EFG iShares MSCI EAFE Growth ETF
+1.02%
+$18,711.44 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.99%
+$3,803.2 
TSLA Tesla, Inc.
+0.98%
+$7,057.53 
VUG Vanguard Growth ETF
+0.86%
+$435,214.32 
DFIV Dimensional International Value ETF
+0.83%
+$19,247.25 
JPM JPMorgan Chase & Co.
+0.77%
+$4,118.64 
META Meta Platforms Inc Class A
+0.68%
+$2,665.26 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$2,297.75 
IVV iShares Core S&P 500 ETF
+0.61%
+$9,464.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.6%
+$3,585.59 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$11,445.03 
VOO Vanguard S&P 500 ETF
+0.58%
+$42,336.1 
MC Moelis & Company
+0.51%
+$3,726.4 
VO Vanguard Mid-Cap ETF
+0.45%
+$8,488.8 
AWI Armstrong World Industries, Inc.
+0.41%
+$9,641 
ABBV AbbVie Inc.
+0.4%
+$1,688.1 
XOM Exxon Mobil Corporation
+0.39%
+$3,749.7 
FMDE Fidelity Enhanced Mid Cap ETF
+0.31%
+$20,362.65 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.29%
+$53,478 
CVX Chevron Corporation
+0.23%
+$8,847.08 
BA Boeing Company
+0.09%
+$270.72 
SCHH Schwab U.S. REIT ETF
+0.08%
+$315.5 
ICF iShares Cohen & Steers Realty Majors ETF
+0.08%
+$998.25 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$221 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$3,877.93 
FBND Fidelity Total Bond ETF
+0.03%
+$1,947.75 
VNQ Vanguard Real Estate ETF
+0.03%
+$177.15 
BRK-A Berkshire Hathaway Inc.
+0.03%
+$2,799.45 
AXP American Express Company
+0.02%
+$896.07 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$11,696.45 
CRM Salesforce Inc
-2.83%
-$7,094.64 
PODD Insulet Corporation
-2.46%
-$4,342.48 
LHX L3Harris Technologies, Inc.
-2.2%
-$6,129.2 
AAPL Apple Inc.
-2.14%
-$152,931.14 
ROP Roper Technologies Inc.
-1.94%
-$7,469.44 
IBM International Business Machines Corporation
-1.17%
-$3,012.5 
SGI Somnigroup International Inc.
-1.15%
-$12,902.49 
MAN ManpowerGroup Inc.
-1.08%
-$11,920.9 
DG Dollar General Corporation
-1.03%
-$3,054.72 
MSFT Microsoft Corp.
-1.03%
-$34,283.13 
HSY The Hershey Company
-0.98%
-$2,605.98 
PGR Progressive Corporation
-0.95%
-$8,170.65 
JNJ Johnson & Johnson
-0.89%
-$8,153.41 
AMZN Amazon.com Inc
-0.86%
-$7,786.8 
MCD McDonald's Corporation
-0.69%
-$2,863.04 
NVR NVR, Inc.
-0.67%
-$5,987.83 
GOOG Alphabet Inc
-0.63%
-$39,096.42 
GOOGL Alphabet Inc
-0.63%
-$3,639.87 
PEP PepsiCo, Inc.
-0.6%
-$2,170.8 
COST Costco Wholesale Corporation
-0.59%
-$1,932.79 
MO Altria Group, Inc.
-0.58%
-$1,322.4 
WMT Walmart Inc.
-0.53%
-$1,565.86 
PM Philip Morris International Inc.
-0.46%
-$2,576.55 
KO The Coca-Cola Company
-0.43%
-$3,270.75 
HBAN Huntington Bancshares Incorporated
-0.39%
-$1,630.51 
RTX RTX Corporation
-0.39%
-$939 
BKNG Booking Holdings Inc.
-0.36%
-$9,268.25 
SCHW Charles Schwab Corporation
-0.3%
-$9,867.61 
UBER Uber Technologies, Inc.
-0.27%
-$828.55 
DUK Duke Energy Corporation
-0.25%
-$739.04 
CAOS Alpha Architect Tail Risk ETF
-0.24%
-$19,024.72 
RPRX Royalty Pharma plc
-0.2%
-$1,446.12 
LLY Eli Lilly and Company
-0.19%
-$739.46 
SDY SPDR S&P Dividend ETF
-0.17%
-$416 
PFE Pfizer Inc.
-0.14%
-$385 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$43,322.12 
SCHD Schwab U.S. Dividend Equity ETF
-0.12%
-$652.93 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.09%
-$964 
WST West Pharmaceutical Services, Inc.
-0.07%
-$213.69 
PYLD PIMCO Multisector Bond Active ETF
-0.06%
-$4,117.73 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$774.78 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$12,635.91 
MRK Merck & Co., Inc.
-0.02%
-$140.13 Events
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Dividends
Dividend Analysis
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| Trades 831 | Longs Won 617/831 74% | Profit Factor 46.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.01M |
| Average Win $250,106.9 | Best Trade (Jul 22) $18.48M | Sharpe Ratio -9.62 |
| Average Loss -$15,479.26 | Worst Trade (Jul 20) -$370,607.46 | Z-Score 3.52 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w | Expectancy $181,712.87 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
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 Vyoma Patel?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $10.8M, Schwab Fundamental International Large Company Index ETF - $10.14M, Vanguard Short-Term Treasury Fund - $6M, Berkshire Hathaway Inc - $3.44M, and iShares Core S&P 500 ETF - $3.03M. 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: Floor & Decor Holdings, Inc - $274,682.49, Bgsf Inc - $196,715.5, UnitedHealth Group Incorporated - $176,572.07, Thor Industries Inc - $132,460.99, and The Home Depot, Inc - $76,242.03. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vyoma Patel's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.63M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $5.88M, Schwab Fundamental International Large Company Index ETF - $5.4M, Capital Group International Focus Equity ETF - $1.06M, PIMCO Multisector Bond Active ETF - $871,560.58, and Vanguard Tax-Exempt Bond ETF - $851,659.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vyoma Patel's monthly returns?
Vyoma Patel'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 Vyoma Patel's strategy be considered aggressive or moderate?
Vyoma Patel'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 Vyoma Patel's strategy?
Vyoma Patel'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.
