RG
Rafael Guijarro Portfolio
Invests via City National Bank Of Florida /MSD | Managed by Paul Mirabella, Joseph Nader, Michael MacIntyre, Ali Moghaddam
Invests via City National Bank Of Florida /MSD
Managed by Paul Mirabella, Joseph Nader, Michael MacIntyre, Ali Moghaddam
Automatically Tracked
Rafael Guijarro Profile
Rafael Guijarro is a seasoned investor and entrepreneur with a wealth of experience across diverse industries. His professional journey showcases an exceptional ability to identify opportunities and drive growth in competitive markets. Guijarro has founded multiple startups, demonstrating his commitment to innovation and effective leadership. Through these ventures, he has developed significant insights into market dynamics, allowing him to navigate complex business landscapes skillfully. His involvement in various investment rounds underlines his role as a strategic player within the entrepreneurial ecosystem, making him a prominent figure for emerging businesses seeking guidance and support.
Rafael Guijarro is a seasoned investor and entrepreneur with a wealth of experience across diverse industries. His professional journey showcases an exceptional ability to identify opportunities and drive growth in competitive markets. Guijarro has founded multiple startups, demonstrating his commitment to innovation and effective leadership. Through these ventures, he has developed significant insights into market dynamics, allowing him to navigate complex business landscapes skillfully. His involvement in various investment rounds underlines his role as a strategic player within the entrepreneurial ecosystem, making him a prominent figure for emerging businesses seeking guidance and support.
Investment Philosophy & Strategy
Rafael Guijarro leverages his extensive entrepreneurial background to identify and capitalize on transformative opportunities in the market. With a knack for innovation, he prioritizes businesses that demonstrate scalability potential while fostering competitive advantages. His approach is characterized by an acute understanding of consumer needs, enabling him to effectively align investment strategies with growth drivers within target sectors. Through strategic guidance and operational insight, Guijarro empowers startups to refine their business models and enhance overall performance, contributing significantly to their trajectories of success.
Rafael Guijarro leverages his extensive entrepreneurial background to identify and capitalize on transformative opportunities in the market. With a knack for innovation, he prioritizes businesses that demonstrate scalability potential while fostering competitive advantages. His approach is characterized by an acute understanding of consumer needs, enabling him to effectively align investment strategies with growth drivers within target sectors. Through strategic guidance and operational insight, Guijarro empowers startups to refine their business models and enhance overall performance, contributing significantly to their trajectories of success.
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:
39.86%
Gain +2.68%
Monthly
1.74%
Yearly
23.02%
Drawdown
16.91%
$246.79M
Equity
Holdings
$246.79M
Investment
$206.54M
$44.24M
Profit +$3.95M
Realized
$3.98M
Unrealized
$40.25M
Dividends
$3.93M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
2.68%
Profit
$3.95M
Win %
75%
This Week
Compared To Last Week
Gain
1.69%
Profit
$4.1M
Win %
75%
This Month
Compared to last month
Gain
3.67%
Profit
$8.73M
Win %
75%
This Year
Compared to last year
Gain
3.63%
Profit
$8.79M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$695,622.21 
ETN Eaton Corporation plc
+7.32%
+$25,818.72 
GOOG Alphabet Inc
+6.88%
+$181,669.73 
GOOGL Alphabet Inc
+6.73%
+$314,512.59 
ANET Arista Networks, Inc.
+5.46%
+$17,073.91 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$8,401.13 
TWLO Twilio Inc.
+3.36%
+$9,794.5 
META Meta Platforms Inc Class A
+3.28%
+$68,227.09 
MSFT Microsoft Corp.
+3.02%
+$199,246.83 
NVDA NVIDIA Corporation
+2.93%
+$259,639.73 
CVX Chevron Corporation
+2.35%
+$8,484.04 
WDC Western Digital Corporation
+2.21%
+$11,717.45 
EOG EOG Resources, Inc.
+2.19%
+$11,079.15 
DVN Devon Energy Corporation
+2.17%
+$5,835.84 
CSCO Cisco Systems, Inc.
+2.14%
+$6,828.3 
JBL Jabil Inc.
+2.12%
+$16,135.63 
JCI Johnson Controls International plc
+1.93%
+$4,128.3 
LHX L3Harris Technologies, Inc.
+1.9%
+$11,733.86 
ORCL Oracle Corporation
+1.81%
+$8,182.02 
HCA HCA Healthcare Inc.
+1.72%
+$25,404.76 
ZTS Zoetis Inc.
+1.66%
+$3,890.88 
HPE Hewlett Packard Enterprise Company
+1.61%
+$20,361.16 
HPQ HP Inc.
+1.53%
+$4,005.7 
VZ Verizon Communications Inc.
+1.52%
+$4,989.6 
PWR Quanta Services Inc.
+1.43%
+$13,948.07 
RS Reliance Inc.
+1.27%
+$4,160.54 
CMCSA Comcast Corp
+1.23%
+$4,342.17 
WFC Wells Fargo & Company
+1.19%
+$14,812.44 
AMAT Applied Materials, Inc.
+1.18%
+$3,014.91 
VUG Vanguard Growth ETF
+1.1%
+$2,778.84 
NOW ServiceNow, Inc.
+1.05%
+$2,614.64 
NBIS Nebius Group N.V.
+1.05%
+$5,508.39 
URI United Rentals, Inc.
+0.99%
+$11,714.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$11,615.52 
TTE TotalEnergies SE
+0.95%
+$3,266.88 
UNP Union Pacific Corporation
+0.92%
+$7,807.11 
IBM International Business Machines Corporation
+0.86%
+$3,527.73 
SU Suncor Energy Inc.
+0.82%
+$4,034.8 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$1,487.2 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,454.48 
TSLA Tesla, Inc.
+0.76%
+$13,119.13 
MPC Marathon Petroleum Corporation
+0.76%
+$4,667.7 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$42,533.1 
STT State Street Corp
+0.73%
+$3,270.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$12,346.15 
VOO Vanguard S&P 500 ETF
+0.71%
+$10,755.27 
IVV iShares Core S&P 500 ETF
+0.69%
+$369,382.4 
CARR Carrier Global Corporation
+0.68%
+$1,499.82 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$1,593.59 
PLTR Palantir Technologies Inc.
+0.65%
+$3,015.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,610.72 
TER Teradyne, Inc.
+0.6%
+$2,296.81 
MO Altria Group, Inc.
+0.57%
+$5,554.77 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,363.82 
GM General Motors Company
+0.52%
+$5,206.74 
PSX Phillips 66
+0.51%
+$1,295.98 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,903.76 
EBAY eBay Inc.
+0.43%
+$3,173.74 
PFE Pfizer Inc.
+0.4%
+$1,629.5 
RTX RTX Corporation
+0.39%
+$4,487.28 
VLO Valero Energy Corporation
+0.38%
+$1,512.49 
AVGO Broadcom Inc.
+0.37%
+$11,064.96 
PG Procter & Gamble Co
+0.37%
+$2,791.51 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,764.14 
BAC Bank of America Corporation
+0.36%
+$1,887.38 
RF Regions Financial Corporation
+0.32%
+$1,194 
MRK Merck & Co., Inc.
+0.32%
+$1,613.39 
JPM JPMorgan Chase & Co.
+0.27%
+$5,719.9 
JNJ Johnson & Johnson
+0.21%
+$1,513.68 
T AT&T Inc.
+0.17%
+$734.72 
DELL Dell Technologies Inc.
+0.14%
+$313.6 
C Citigroup Inc.
+0.1%
+$740.94 
WM Waste Management, Inc.
+0.1%
+$356.84 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$1,055.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$153,146.07 
AAPL Apple Inc.
-7.35%
-$520,265.36 
LIN Linde plc
-5.95%
-$55,345.56 
MU Micron Technology, Inc.
-5.9%
-$139,917.14 
CI The Cigna Group
-2.99%
-$25,528.69 
IBKR Interactive Brokers Group Inc.
-2.75%
-$8,774.76 
EQIX Equinix, Inc.
-2.7%
-$13,955.5 
QCOM QUALCOMM Incorporated
-2.63%
-$15,134.11 
ABBV AbbVie Inc.
-2.51%
-$25,330.05 
ICE Intercontinental Exchange, Inc.
-2.42%
-$13,606.1 
BA Boeing Company
-2.15%
-$6,016.63 
KHC The Kraft Heinz Company
-2.01%
-$16,675.92 
NFLX Netflix, Inc.
-2%
-$21,857.66 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,638.55 
AMD Advanced Micro Devices, Inc.
-1.9%
-$20,346.52 
GIS General Mills, Inc.
-1.84%
-$4,422.67 
SYF Synchrony Financial
-1.79%
-$27,736.62 
CBRE CBRE Group Inc.
-1.77%
-$7,393.53 
DHI D.R. Horton, Inc.
-1.7%
-$12,559.96 
PHYS Sprott Physical Gold Trust
-1.61%
-$39,511.5 
LRCX Lam Research Corporation
-1.58%
-$9,461.12 
GLD SPDR Gold Shares
-1.49%
-$5,046.75 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$12,484.71 
RL Ralph Lauren Corporation
-1.44%
-$9,836.62 
MNST Monster Beverage Corporation
-1.3%
-$7,524.75 
TJX The TJX Companies, Inc.
-1.21%
-$9,628.75 
DLTR Dollar Tree, Inc.
-1.06%
-$10,526.48 
INTC Intel Corporation
-1.02%
-$3,509.82 
UPS United Parcel Service, Inc.
-1%
-$4,196.85 
XOM Exxon Mobil Corporation
-0.97%
-$32,253.93 
MET MetLife Inc.
-0.97%
-$8,619.8 
PGR Progressive Corporation
-0.87%
-$11,963.52 
MA Mastercard Incorporated
-0.74%
-$4,318 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$22,792.26 
DUK Duke Energy Corporation
-0.67%
-$6,947.64 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$42,863.31 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,663.28 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,470.48 
REET iShares Global REIT ETF
-0.59%
-$4,665.99 
LLY Eli Lilly and Company
-0.53%
-$11,843.16 
IWM iShares Russell 2000 ETF
-0.47%
-$3,080.22 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$2,210.5 
DVY iShares Select Dividend ETF
-0.45%
-$1,391 
HD The Home Depot, Inc.
-0.42%
-$3,090.01 
AIG American International Group Inc.
-0.39%
-$1,252.71 
TFC Truist Financial Corporation
-0.33%
-$1,451.45 
VXF Vanguard Extended Market ETF
-0.3%
-$810.82 
SMMD iShares Russell 2500 ETF
-0.29%
-$14,109.12 
MTB M&T Bank Corporation
-0.29%
-$2,069.68 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$772.73 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$21,125 
MFC Manulife Financial Corporation
-0.25%
-$1,267.09 
COST Costco Wholesale Corporation
-0.24%
-$519.83 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$8,236.8 
PFG Principal Financial Group, Inc.
-0.22%
-$1,069 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$741.74 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$510.66 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$1,934.8 
KR Kroger Co.
-0.21%
-$740.76 
NTRS Northern Trust Corporation
-0.17%
-$3,008.87 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$451.08 
TPR Tapestry Inc.
-0.14%
-$1,213.8 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,733.51 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$280.74 
MUB iShares National Muni Bond ETF
-0.11%
-$1,370.76 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$455.28 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$548.8 
INKM SPDR SSgA Income Allocation ETF
-0.09%
-$364.38 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,839.76 
V Visa Inc. Class A
-0.04%
-$556.74 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$473.68 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,190.08 
TGT Target Corporation
-0.01%
-$83.26 
UBER Uber Technologies, Inc.
-0.01%
-$31.95 Events
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Dividends
Dividend Analysis
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| Trades 812 | Longs Won 575/812 70% | Profit Factor 9.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $334,446.29 |
| Average Win $85,660.73 | Best Trade (Aug 14) $8.75M | Sharpe Ratio -11.09 |
| Average Loss -$21,163.81 | Worst Trade (Aug 03) -$287,064.55 | Z-Score 15.2 (100%) |
| Commissions $0 | Avg. Trade Length 9m 1w 5d | Expectancy $54,481.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,218 | $5.49M | $6.55M | - | $1.07M | 19.47% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 1,690 | $201,668 | $187,116.8 | - | -$14,551.2 | -7.22% | +0.801% |
| ABBV AbbVie Inc. | 3,915 | $804,034.88 | $982,430.1 | - | $178,395.22 | 22.19% | -2.513% |
| AGG iShares Core U.S. Aggregate Bond ETF | 84,500 | $8.38M | $8.23M | - | -$155,001.37 | -1.85% | -0.256% |
| AIG American International Group Inc. | 4,041 | $303,945.95 | $317,541.78 | - | $13,595.83 | 4.47% | -0.393% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 728 | $351,638 | $226,575.45 | - | -$125,062.55 | -35.57% | +3.851% |
| AMAT Applied Materials, Inc. | 511 | $369,456 | $259,419.38 | - | -$110,036.62 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 2,202 | $819,390.63 | $1.05M | - | $229,091.65 | 27.96% | -1.904% |
| AMZN Amazon.com Inc | 19,280 | $4.24M | $5.24M | - | $993,198.22 | 23.41% | +15.321% |
| ANET Arista Networks, Inc. | 1,830 | $310,880 | $330,040.52 | - | $19,160.52 | 6.16% | +5.456% |
| APP AppLovin Corporation Class A Common Stock | 582 | $299,862 | $230,413.79 | - | -$69,448.21 | -23.16% | -1.973% |
| AVGO Broadcom Inc. | 7,684 | $2.58M | $2.99M | - | $412,622.07 | 16% | +0.371% |
| BA Boeing Company | 1,264 | $273,617 | $273,200.96 | - | -$416.04 | -0.15% | -2.155% |
| BAC Bank of America Corporation | 8,579 | $418,920.33 | $531,469.05 | - | $112,548.72 | 26.87% | +0.356% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 38,696 | $953,469.44 | $925,995.28 | - | -$27,474.16 | -2.88% | -0.209% |
| BND Vanguard Total Bond Market Index Fund | 4,067 | $298,659.47 | $293,759.41 | - | -$4,900.06 | -1.64% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 3,099 | $1.49M | $1.59M | - | $97,969.44 | 6.59% | +0.365% |
| C Citigroup Inc. | 5,700 | $742,841.12 | $754,965 | - | $12,123.88 | 1.63% | +0.098% |
| CARR Carrier Global Corporation | 3,571 | $261,934 | $220,723.51 | - | -$41,210.49 | -15.73% | +0.684% |
| CBRE CBRE Group Inc. | 2,790 | $378,203.61 | $409,599.9 | - | $31,396.29 | 8.3% | -1.773% |
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FAQ
Which stocks have generated the highest profits for Rafael Guijarro?
The largest contributions to the portfolio's profits come from the following stocks: iShares Russell 2500 ETF - $1.14M, iShares Core S&P 500 ETF - $830,147.47, SPDR Portfolio Developed World ex-US ETF - $499,137.17, iShares Core Universal USD Bond ETF - $400,475.62, and SPDR Blackstone Senior Loan ETF - $341,064.33. 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: ServiceNow, Inc - $251,546.9, PayPal Holdings Inc - $155,279.94, Accenture plc Class A - $132,785.66, AppLovin Corporation Class A Common Stock - $129,314.76, and Adobe Inc - $124,495.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rafael Guijarro's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.93M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $669,103.25, SPDR Blackstone Senior Loan ETF - $374,574.12, iShares Core Universal USD Bond ETF - $286,317.87, iShares Russell 2500 ETF - $185,967.12, and SPDR Portfolio Developed World ex-US ETF - $168,545.69. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rafael Guijarro's monthly returns?
Rafael Guijarro'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 Rafael Guijarro's strategy be considered aggressive or moderate?
Rafael Guijarro'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 Rafael Guijarro's strategy?
Rafael Guijarro'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.
