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

Tracking: 0 Updated: Jun 12 at 08:07 PM

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.

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.

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:

34.43%

Gain +0.42%

Monthly

0.98%

Yearly

12.37%

Drawdown

9.63%

$397.2M

Equity

Holdings

$397.2M

Investment

$283.16M

$154.34M

Profit +$2.02M

Realized

$40.3M

Unrealized

$114.04M

Dividends

$19.3M

Goals

Avg. 94% completed goals

Yearly

Gain > 5%

2026

88%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.42%

Profit

$2.02M

Win %

75%

This Week

Compared To Last Week

Gain

-0.1%

Profit

-$396,373.61

Win %

75%

This Month

Compared to last month

Gain

-0.68%

Profit

-$2.7M

Win %

75%

This Year

Compared to last year

Gain

4.39%

Profit

$17.6M

Win %

77%

Gainers
Losers

ANET Arista Networks, Inc.

+4.38%

+$250,422.3

SCHW Charles Schwab Corporation

+2.73%

+$77,031.02

JPM JPMorgan Chase & Co.

+2.3%

+$11,341.98

AXP American Express Company

+2.18%

+$88,967.08

PM Philip Morris International Inc.

+2.04%

+$10,653.6

TSLA Tesla, Inc.

+1.88%

+$14,672.29

HBAN Huntington Bancshares Incorporated

+1.86%

+$7,453.76

CAT Caterpillar Inc.

+1.48%

+$5,061.6

ADI Analog Devices, Inc.

+1.35%

+$56,641.33

ABBV AbbVie Inc.

+1.3%

+$4,824.32

JNJ Johnson & Johnson

+1.07%

+$9,386.55

FMDE Fidelity Enhanced Mid Cap ETF

+1.03%

+$66,736.11

IJR iShares Core S&P Small-Cap ETF

+1%

+$3,585.53

VO Vanguard Mid-Cap ETF

+0.97%

+$18,156.53

SCHH Schwab U.S. REIT ETF

+0.96%

+$3,628.25

VNQ Vanguard Real Estate ETF

+0.95%

+$5,462.12

BRK-A Berkshire Hathaway Inc.

+0.93%

+$101,835

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$3,281

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$5,022.51

FNDX Schwab Fundamental U.S. Large Company Index ETF

+0.89%

+$163,405

BKNG Booking Holdings Inc.

+0.82%

+$19,102.5

ICF iShares Cohen & Steers Realty Majors ETF

+0.82%

+$10,254.75

SDY SPDR S&P Dividend ETF

+0.82%

+$1,976

GE General Electric Company

+0.81%

+$2,114.09

FNDE Schwab Fundamental Emerging Markets Large Company Index ETF

+0.76%

+$2,947.48

CVX Chevron Corporation

+0.75%

+$28,149.6

MO Altria Group, Inc.

+0.72%

+$1,565.6

ROP Roper Technologies Inc.

+0.7%

+$2,482.75

CGXU Capital Group International Focus Equity ETF

+0.69%

+$150,636.24

BRK-B Berkshire Hathaway Inc.

+0.69%

+$213,425.79

COST Costco Wholesale Corporation

+0.68%

+$2,311.02

DUK Duke Energy Corporation

+0.64%

+$1,895.28

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$10,147.2

VTI VANGUARD TOTAL STOCK MKT ETF

+0.61%

+$3,626.63

DFIV Dimensional International Value ETF

+0.58%

+$13,628.23

IVV iShares Core S&P 500 ETF

+0.58%

+$8,905.32

VOO Vanguard S&P 500 ETF

+0.58%

+$42,121.95

SPY SPDR S&P 500 ETF Trust

+0.57%

+$11,078.34

GOOGL Alphabet Inc

+0.53%

+$3,145.77

HSY The Hershey Company

+0.48%

+$1,333.83

DFEV Dimensional Emerging Markets Value ETF

+0.47%

+$82,382

GOOG Alphabet Inc

+0.45%

+$28,177.42

PGR Progressive Corporation

+0.43%

+$3,577.24

WMT Walmart Inc.

+0.41%

+$1,327

DG Dollar General Corporation

+0.41%

+$1,112.96

PEP PepsiCo, Inc.

+0.4%

+$1,554.4

FNDF Schwab Fundamental International Large Company Index ETF

+0.35%

+$224,370.81

PODD Insulet Corporation

+0.34%

+$537.54

XOM Exxon Mobil Corporation

+0.29%

+$2,747.56

VUG Vanguard Growth ETF

+0.22%

+$113,274.96

PFE Pfizer Inc.

+0.15%

+$440

NVDA NVIDIA Corporation

+0.14%

+$6,642.49

FBTC Fidelity Wise Origin Bitcoin Index Fund

+0.12%

+$934.25

PYLD PIMCO Multisector Bond Active ETF

+0.11%

+$8,235.45

MSFT Microsoft Corp.

+0.1%

+$3,320.4

KO The Coca-Cola Company

+0.1%

+$747.6

IWF iShares Russell 1000 Growth ETF

+0.06%

+$181.8

ORCL Oracle Corporation

+0.05%

+$178.72

EFG iShares MSCI EAFE Growth ETF

+0.02%

+$309.28

MCD McDonald's Corporation

+0.01%

+$31.14

CGHM Capital Group Municipal High-Income ETF

TPX Tempur Sealy International Inc.

LLY Eli Lilly and Company

-2.41%

-$9,307.35

MC Moelis & Company

-1.68%

-$12,658.8

NVR NVR, Inc.

-1.6%

-$14,340.96

AAPL Apple Inc.

-1.52%

-$96,250.5

LHX L3Harris Technologies, Inc.

-1.43%

-$4,447.65

MU Micron Technology, Inc.

-1.42%

-$15,149.58

MRK Merck & Co., Inc.

-1.41%

-$7,964.06

TMO Thermo Fisher Scientific Inc.

-1.32%

-$2,821.97

AMZN Amazon.com Inc

-1.21%

-$10,562.61

BA Boeing Company

-1.13%

-$3,775.04

UBER Uber Technologies, Inc.

-1.01%

-$2,974.3

IBM International Business Machines Corporation

-0.97%

-$3,217.36

AVGO Broadcom Inc.

-0.94%

-$9,216.55

RPRX Royalty Pharma plc

-0.76%

-$5,281.5

AWI Armstrong World Industries, Inc.

-0.6%

-$14,461.5

WST West Pharmaceutical Services, Inc.

-0.41%

-$1,122.92

RTX RTX Corporation

-0.34%

-$788.77

META Meta Platforms Inc Class A

-0.26%

-$874.35

CRM Salesforce Inc

-0.25%

-$591.22

CAOS Alpha Architect Tail Risk ETF

-0.12%

-$9,512.36

FBND Fidelity Total Bond ETF

-0.11%

-$6,492.5

MAN ManpowerGroup Inc.

-0.06%

-$414.64

BOND PIMCO Active Bond Exchange-Traded Fund

-0.03%

-$361.5

SHY iShares 1-3 Year Treasury Bond ETF

-0.02%

-$516.52

VGSH Vanguard Short-Term Treasury Fund

-0.02%

-$8,423.94

Events

Dividends

Dividend Analysis

No Data

Trades 831	Longs Won 618/831 74%	Profit Factor 51.68
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.04M
Average Win $254,667.9	Best Trade (Jun 12) $18.21M	Sharpe Ratio -10.04
Average Loss -$14,298.3	Worst Trade (Jun 11) -$396,263.27	Z-Score 6.07 (100%)
Commissions $0	Avg. Trade Length 1y 3m 1w 2d	Expectancy $185,727.11

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	27,778	25,000	22,222	19,444	16,667	13,889	11,111	8,333	5,556	2,778

Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly

Holdings
History

Positions (87)
Options (0)

Option values are updated at end of day.

No Data

Trades (494)
Options (0)

No Data

Permissions	Private	Public
Portfolio
Money Value
History
Goals

Vyoma Patel Portfolio

Portfolio Settings

Delete Portfolio

Manage Groups

Goals

Events

Dividends

Dividend Analysis

Returns

Your Note