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:
69.91%
Gain -0.57%
Monthly
1.53%
Yearly
19.98%
Drawdown
14.51%
$418.53M
Equity
Holdings
$418.53M
Investment
$298.01M
$162.99M
Profit -$1.84M
Realized
$42.47M
Unrealized
$120.52M
Dividends
$21.17M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.84M
Win %
70%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.84M
Win %
70%
This Month
Compared to last month
Gain
-0.41%
Profit
-$1.73M
Win %
70%
This Year
Compared to last year
Gain
1.85%
Profit
$7.68M
Win %
71%
FTNT Fortinet Inc.
+9.06%
+$23,741.05 
WDAY Workday Inc.
+4.52%
+$16,086 
DG Dollar General Corporation
+3.92%
+$11,709.34 
GOOGL Alphabet Inc
+3.09%
+$21,725.55 
GOOG Alphabet Inc
+2.97%
+$178,373.46 
META Meta Platforms Inc Class A
+2.85%
+$14,520.13 
IBM International Business Machines Corporation
+2.73%
+$8,439.45 
MAN ManpowerGroup Inc.
+2.67%
+$31,687.78 
SGI Somnigroup International Inc.
+2.52%
+$26,653.2 
NVR NVR, Inc.
+2.43%
+$21,255.98 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.39%
+$23,140.53 
MO Altria Group, Inc.
+2.3%
+$5,197.22 
MSFT Microsoft Corp.
+2.3%
+$88,820.9 
WMT Walmart Inc.
+2.27%
+$6,818 
LLY Eli Lilly and Company
+2.07%
+$10,616.69 
MCD McDonald's Corporation
+2.02%
+$7,349.1 
PM Philip Morris International Inc.
+1.81%
+$10,419.01 
ABBV AbbVie Inc.
+1.7%
+$7,865.73 
COST Costco Wholesale Corporation
+1.61%
+$5,274.38 
LHX L3Harris Technologies, Inc.
+1.5%
+$3,640.65 
PGR Progressive Corporation
+1.43%
+$12,754.56 
UNH UnitedHealth Group Incorporated
+1.31%
+$4,413.36 
UBER Uber Technologies, Inc.
+1.28%
+$3,973.48 
KO The Coca-Cola Company
+1.11%
+$9,532.46 
V Visa Inc. Class A
+1.06%
+$2,446.87 
WSM Williams-Sonoma, Inc.
+1.02%
+$2,619.54 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$306,220.32 
ABT Abbott Laboratories
+0.94%
+$3,041.28 
AXP American Express Company
+0.89%
+$37,103.99 
BKNG Booking Holdings Inc.
+0.87%
+$21,371.03 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$99,089.1 
SDY SPDR S&P Dividend ETF
+0.64%
+$1,568 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$3,636.99 
JNJ Johnson & Johnson
+0.59%
+$4,107.51 
AAPL Apple Inc.
+0.55%
+$41,078.23 
MRK Merck & Co., Inc.
+0.52%
+$3,636.8 
RPRX Royalty Pharma plc
+0.51%
+$3,792 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$855.83 
PEP PepsiCo, Inc.
+0.07%
+$226.77 
PFE Pfizer Inc.
+0.04%
+$102.84 
SCHW Charles Schwab Corporation
0%
$0 
CAOS Alpha Architect Tail Risk ETF
0%
$0 
GEV GE Vernova Inc.
-8.6%
-$17,127.76 
AMAT Applied Materials, Inc.
-6.61%
-$10,167.29 
MRVL Marvell Technology, Inc.
-6.59%
-$17,469.55 
KLAC KLA Corporation
-6.44%
-$9,416.76 
ANET Arista Networks, Inc.
-5.4%
-$379,024.8 
INTC Intel Corporation
-5.32%
-$9,334.87 
AVGO Broadcom Inc.
-4.83%
-$49,670.43 
MU Micron Technology, Inc.
-4.82%
-$59,608.69 
ADI Analog Devices, Inc.
-4.48%
-$173,178.95 
SNDK SanDisk Corporation
-4.39%
-$17,566.5 
ORCL Oracle Corporation
-4.38%
-$13,594.28 
CAT Caterpillar Inc.
-4.17%
-$14,176.4 
AMD Advanced Micro Devices, Inc.
-3.87%
-$10,949.04 
NVDA NVIDIA Corporation
-2.84%
-$158,847.74 
CGXU Capital Group International Focus Equity ETF
-2.62%
-$609,745.2 
AWI Armstrong World Industries, Inc.
-2.13%
-$54,080.39 
GE General Electric Company
-2.01%
-$5,737.6 
MC Moelis & Company
-2.01%
-$14,043.76 
DFEV Dimensional Emerging Markets Value ETF
-1.91%
-$377,658.3 
JPM JPMorgan Chase & Co.
-1.73%
-$7,675.37 
CSCO Cisco Systems, Inc.
-1.69%
-$3,454.2 
TSLA Tesla, Inc.
-1.44%
-$10,794 
RTX RTX Corporation
-1.31%
-$3,542.16 
AMZN Amazon.com Inc
-1.24%
-$13,610.4 
EFG iShares MSCI EAFE Growth ETF
-1.13%
-$21,279.6 
CVX Chevron Corporation
-0.98%
-$42,377.96 
SCHV Schwab U.S. Large-Cap Value ETF
-0.92%
-$1,825.56 
XOM Exxon Mobil Corporation
-0.88%
-$5,472.12 
FNDF Schwab Fundamental International Large Company Index ETF
-0.8%
-$514,034.63 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.74%
-$2,995.02 
ICF iShares Cohen & Steers Realty Majors ETF
-0.69%
-$7,821.84 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$1,671.88 
HBAN Huntington Bancshares Incorporated
-0.56%
-$2,227.09 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$10,961.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.54%
-$1,288.03 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,042.55 
VNQ Vanguard Real Estate ETF
-0.52%
-$2,574.46 
SCHH Schwab U.S. REIT ETF
-0.5%
-$1,814.12 
FMDE Fidelity Enhanced Mid Cap ETF
-0.49%
-$41,573.79 
VO Vanguard Mid-Cap ETF
-0.43%
-$7,857.5 
DUK Duke Energy Corporation
-0.43%
-$1,284.18 
DFIV Dimensional International Value ETF
-0.38%
-$9,480.46 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$6,718.27 
IVV iShares Core S&P 500 ETF
-0.33%
-$4,945.88 
VOO Vanguard S&P 500 ETF
-0.33%
-$27,095.28 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$2,119.92 
BA Boeing Company
-0.19%
-$624.4 
VUG Vanguard Growth ETF
-0.17%
-$88,859.42 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$33,967.83 
CGHM Capital Group Municipal High-Income ETF
-0.16%
-$15,693.76 
PYLD PIMCO Multisector Bond Active ETF
-0.14%
-$12,485.2 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$662.75 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$12,975.93 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$473.44 
FBND Fidelity Total Bond ETF
-0.01%
-$831.54 Events
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Dividends
Dividend Analysis
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| Trades 921 | Longs Won 674/921 73% | Profit Factor 36.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $248,625.86 | Best Trade (Aug 14) $19.59M | Sharpe Ratio -10 |
| Average Loss -$18,573.29 | Worst Trade (Aug 06) -$386,202.17 | Z-Score 3.11 (99.81%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 3d | Expectancy $176,966.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,447 | $3.83M | $7.5M | - | $3.67M | 96.06% | +0.551% |
| ABBV AbbVie Inc. | 1,802 | $348,938.74 | $471,195.97 | - | $122,257.23 | 35.04% | +1.698% |
| ABT Abbott Laboratories | 3,168 | $287,464 | $326,018.88 | - | $38,554.88 | 13.41% | +0.942% |
| ADI Analog Devices, Inc. | 10,202 | $2.03M | $3.69M | - | $1.66M | 81.59% | -4.481% |
| AMAT Applied Materials, Inc. | 337 | $243,651 | $143,669.84 | - | -$99,981.16 | -41.03% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 548 | $318,339 | $271,890.2 | - | -$46,448.8 | -14.59% | -3.871% |
| AMZN Amazon.com Inc | 4,280 | $712,416.78 | $1.09M | - | $372,991.22 | 52.36% | -1.238% |
| ANET Arista Networks, Inc. | 35,160 | $3.89M | $6.64M | - | $2.75M | 70.82% | -5.401% |
| AVGO Broadcom Inc. | 2,844 | $719,969.73 | $979,829.1 | - | $259,859.37 | 36.09% | -4.825% |
| AWI Armstrong World Industries, Inc. | 15,518 | $1.53M | $2.49M | - | $962,952.7 | 63.11% | -2.127% |
| AXP American Express Company | 12,861 | $2.42M | $4.21M | - | $1.79M | 73.83% | +0.889% |
| BA Boeing Company | 1,561 | $336,883.28 | $327,888.05 | - | -$8,995.23 | -2.67% | -0.19% |
| BKNG Booking Holdings Inc. | 14,153 | $2.01M | $2.48M | - | $467,983.42 | 23.23% | +0.868% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 12,050 | $1.11M | $1.07M | - | -$44,163.75 | -3.96% | -0.062% |
| BRK-A Berkshire Hathaway Inc. | 15 | $7.89M | $11.59M | - | $3.7M | 46.94% | +0.862% |
| BRK-B Berkshire Hathaway Inc. | 60,758 | $19.26M | $31.32M | - | $12.06M | 62.62% | +0.988% |
| CAOS Alpha Architect Tail Risk ETF | 94,341 | $8.56M | $8.54M | - | -$20,439.51 | -0.24% | 0.0 |
| CAT Caterpillar Inc. | 415 | $256,047.23 | $325,530.15 | - | $69,482.92 | 27.14% | -4.173% |
| CGHM Capital Group Municipal High-Income ETF | 392,344 | $9.76M | $9.72M | - | -$39,261.05 | -0.4% | -0.161% |
| CGXU Capital Group International Focus Equity ETF | 659,184 | $17.21M | $22.67M | - | $5.46M | 31.71% | -2.619% |
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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 - $11M, Schwab Fundamental International Large Company Index ETF - $10.73M, Vanguard Short-Term Treasury Fund - $6.31M, Berkshire Hathaway Inc - $4M, and iShares Core S&P 500 ETF - $3.06M. 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 - $145,582.27, 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 $21.17M earned over time. The largest contributors to dividend income include Vanguard Short-Term Treasury Fund - $6.19M, Schwab Fundamental International Large Company Index ETF - $5.38M, Capital Group International Focus Equity ETF - $1.04M, PIMCO Multisector Bond Active ETF - $959,667.32, 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.
