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:
3.48%
Gain -17.37%
Monthly
0.19%
Yearly
2.32%
Drawdown
19.93%
$138.27M
Equity
Holdings
$138.27M
Investment
$118.25M
$22.88M
Profit +$1.06M
Realized
$2.86M
Unrealized
$20.02M
Dividends
$2.8M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-17.37%
Profit
$1.06M
Win %
71%
This Week
Compared To Last Week
Gain
0.93%
Profit
$1.27M
Win %
71%
This Month
Compared to last month
Gain
-0.8%
Profit
-$1.11M
Win %
71%
This Year
Compared to last year
Gain
9.82%
Profit
$12.36M
Win %
70%
GENVR Gen Digital Inc. Contingent Value Right
+17.93%
+$3,333.36 
NOW ServiceNow, Inc.
+9.85%
+$61,254.9 
LLY Eli Lilly and Company
+7.13%
+$119,599.5 
MSFT Microsoft Corp.
+5.71%
+$185,912.43 
PLTR Palantir Technologies Inc.
+5.28%
+$16,266.84 
DLTR Dollar Tree, Inc.
+4.79%
+$33,677 
SHOP Shopify Inc.
+4.69%
+$9,264.32 
PYPL PayPal Holdings Inc
+4.51%
+$10,369.39 
NFLX Netflix, Inc.
+4.1%
+$30,380.4 
PGR Progressive Corporation
+4.08%
+$56,513.66 
JNJ Johnson & Johnson
+3.99%
+$22,709.16 
AAPL Apple Inc.
+3.14%
+$133,445.69 
PFE Pfizer Inc.
+2.62%
+$10,827.68 
MRK Merck & Co., Inc.
+2.56%
+$9,883.59 
AMZN Amazon.com Inc
+2.5%
+$85,921.44 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$23,783.2 
PFG Principal Financial Group, Inc.
+2.19%
+$9,256.17 
CMCSA Comcast Corp
+2.12%
+$5,867.52 
CBRE CBRE Group Inc.
+2.1%
+$6,305.5 
MA Mastercard Incorporated
+2.07%
+$8,382.98 
V Visa Inc. Class A
+1.73%
+$18,203.54 
GIS General Mills, Inc.
+1.72%
+$3,939.98 
VLO Valero Energy Corporation
+1.69%
+$6,141.75 
MET MetLife Inc.
+1.56%
+$11,845.68 
PEP PepsiCo, Inc.
+1.34%
+$5,942.86 
T AT&T Inc.
+1.34%
+$3,697.8 
HCA HCA Healthcare Inc.
+1.23%
+$17,063.96 
TSLA Tesla, Inc.
+1.22%
+$16,097.09 
PHYS Sprott Physical Gold Trust
+1.19%
+$26,102.88 
GLD SPDR Gold Shares
+1.13%
+$6,797.12 
HD The Home Depot, Inc.
+1.12%
+$5,554.53 
REET iShares Global REIT ETF
+1.04%
+$8,062.29 
VZ Verizon Communications Inc.
+1.02%
+$3,349.69 
DUK Duke Energy Corporation
+1.01%
+$8,512.64 
NEE NextEra Energy, Inc.
+0.98%
+$2,188.7 
KHC The Kraft Heinz Company
+0.98%
+$6,935.42 
AIG American International Group Inc.
+0.96%
+$2,847.6 
LHX L3Harris Technologies, Inc.
+0.95%
+$5,479.13 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$45,823.27 
MO Altria Group, Inc.
+0.79%
+$9,238.82 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$66,663.78 
RTX RTX Corporation
+0.75%
+$5,721.84 
DVY iShares Select Dividend ETF
+0.74%
+$2,274.46 
MNST Monster Beverage Corporation
+0.57%
+$2,659.8 
MDT Medtronic plc
+0.57%
+$1,225.9 
VXF Vanguard Extended Market ETF
+0.52%
+$1,732.29 
PG Procter & Gamble Co
+0.35%
+$2,452.34 
EQIX Equinix, Inc.
+0.34%
+$1,516.61 
CI The Cigna Group
+0.33%
+$2,243.9 
RL Ralph Lauren Corporation
+0.26%
+$1,991.87 
UNP Union Pacific Corporation
+0.23%
+$1,176.14 
MTB M&T Bank Corporation
+0.21%
+$1,198.52 
MPC Marathon Petroleum Corporation
+0.2%
+$966 
QUAL iShares MSCI USA Quality Factor ETF
+0.19%
+$435.83 
SYF Synchrony Financial
+0.18%
+$2,484.16 
LEMB iShares J.P. Morgan EM Local Currency Bond ETF
+0.17%
+$356.23 
TJX The TJX Companies, Inc.
+0.15%
+$1,012.76 
INKM SPDR SSgA Income Allocation ETF
+0.15%
+$607.3 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.12%
+$1,757.28 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.11%
+$280.74 
BND Vanguard Total Bond Market Index Fund
+0.1%
+$354.69 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$11,812.23 
IUSB iShares Core Universal USD Bond ETF
+0.09%
+$2,999.36 
MUB iShares National Muni Bond ETF
+0.02%
+$190.36 
CHEV Charging Robotics Inc.
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
SPDE Speedus Corp
0%
$0 
SRLN
0%
$0 
TPR Tapestry Inc.
0%
$0 
YNDX Yandex NV
0%
$0 
WDC Western Digital Corporation
-13.17%
-$71,685.64 
QCOM QUALCOMM Incorporated
-7.57%
-$41,659.83 
MU Micron Technology, Inc.
-6.69%
-$174,644.71 
HPE Hewlett Packard Enterprise Company
-6.44%
-$64,010.66 
RS Reliance Inc.
-4.93%
-$15,960 
JBL Jabil Inc.
-4.28%
-$33,780.24 
PWR Quanta Services Inc.
-4.28%
-$54,497.33 
AVGO Broadcom Inc.
-3.67%
-$67,338.77 
NUE Nucor Corporation
-3.66%
-$12,480.7 
IBKR Interactive Brokers Group Inc.
-2.54%
-$10,986.3 
ZTS Zoetis Inc.
-2.22%
-$3,055.19 
C Citigroup Inc.
-2.22%
-$6,662.2 
GOOG Alphabet Inc
-2.19%
-$34,372.5 
AMD Advanced Micro Devices, Inc.
-2.06%
-$13,385.81 
XLK State Street Technology Select Sector SPDR ETF
-1.87%
-$10,186.27 
GOOGL Alphabet Inc
-1.84%
-$65,753.07 
JPM JPMorgan Chase & Co.
-1.81%
-$27,078.32 
AIA iShares Asia 50 ETF
-1.75%
-$7,266.87 
NVDA NVIDIA Corporation
-1.64%
-$94,290.83 
URI United Rentals, Inc.
-1.57%
-$16,903.93 
NTRS Northern Trust Corporation
-1.19%
-$19,231.8 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$3,800.72 
UPS United Parcel Service, Inc.
-1.07%
-$3,490.11 
WFC Wells Fargo & Company
-1.04%
-$13,455.2 
DVN Devon Energy Corporation
-0.92%
-$1,704.3 
STT State Street Corp
-0.83%
-$3,369.78 
VOO Vanguard S&P 500 ETF
-0.81%
-$10,714.72 
EOG EOG Resources, Inc.
-0.74%
-$3,384.78 
XOM Exxon Mobil Corporation
-0.73%
-$18,407.43 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$6,361.38 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.7%
-$1,702.21 
IWD iShares Russell 1000 Value ETF
-0.68%
-$4,316.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.64%
-$1,493.8 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-0.61%
-$3,408.21 
EFA iShares MSCI EAFE ETF
-0.59%
-$2,292.38 
IEFA iShares Core MSCI EAFE ETF
-0.56%
-$13,570.17 
GM General Motors Company
-0.55%
-$4,214.88 
BAC Bank of America Corporation
-0.53%
-$2,633.45 
LIN Linde plc
-0.51%
-$3,724.04 
ICE Intercontinental Exchange, Inc.
-0.51%
-$1,846.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$1,235.53 
DHI D.R. Horton, Inc.
-0.4%
-$2,697.46 
TFC Truist Financial Corporation
-0.35%
-$1,512 
SMMD iShares Russell 2500 ETF
-0.35%
-$17,578.88 
VUG Vanguard Growth ETF
-0.35%
-$1,392.01 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$1,778.88 
MDY SPDR S&P MidCap 400 ETF Trust
-0.3%
-$2,338.73 
DFUS Dimensional U.S. Equity Market ETF
-0.27%
-$816.42 
QDF FlexShares Quality Dividend Index Fund
-0.27%
-$773.27 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.23%
-$1,040.24 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$237.78 
EBAY eBay Inc.
-0.12%
-$970.06 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.07%
-$220.11 
KR Kroger Co.
-0.07%
-$145.64 
PSX Phillips 66
-0.06%
-$129.69 
CSL Carlisle Companies Inc.
-0.01%
-$16.55 Events
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Dividends
Dividend Analysis
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| Trades 668 | Longs Won 437/668 65% | Profit Factor 6.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $128,192.05 |
| Average Win $62,348.71 | Best Trade (Jun 30) $1.71M | Sharpe Ratio -63.15 |
| Average Loss -$18,619.25 | Worst Trade (Jun 28) -$510,728.81 | Z-Score 5.5 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $34,252.62 |
| 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 | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
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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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