HC
Hubert Cheng Portfolio
Invests via Park Avenue Securities LLC | Managed by Hubert Cheng
Invests via Park Avenue Securities LLC
Managed by Hubert Cheng
Automatically Tracked
Hubert Cheng Profile
Hubert Cheng is an accomplished entrepreneur with a strong track record in technology and business innovation. He has co-founded several startups that leverage advanced software solutions to enhance operational efficiencies across various industries. With a keen understanding of market dynamics, he has played pivotal roles in product development and strategic partnerships, positioning his ventures for accelerated growth. His experience spans multiple sectors, focusing on digital transformation and customer engagement strategies that drive measurable results. Hubert's leadership approach integrates a collaborative culture, fostering talent while navigating the complexities of rapidly evolving markets.
Hubert Cheng is an accomplished entrepreneur with a strong track record in technology and business innovation. He has co-founded several startups that leverage advanced software solutions to enhance operational efficiencies across various industries. With a keen understanding of market dynamics, he has played pivotal roles in product development and strategic partnerships, positioning his ventures for accelerated growth. His experience spans multiple sectors, focusing on digital transformation and customer engagement strategies that drive measurable results. Hubert's leadership approach integrates a collaborative culture, fostering talent while navigating the complexities of rapidly evolving markets.
Investment Philosophy & Strategy
In the landscape of technology-driven investments, Hubert Cheng stands out for his entrepreneurial prowess and innovative thinking. His ventures focus on leveraging cutting-edge software to optimize business processes and drive digital transformation. With a commitment to enhancing operational efficiencies, he seeks out opportunities that align with evolving customer engagement needs. A proactive leader, his strategy prioritizes collaboration among teams while strategically aligning product development with market demands. This approach not only fosters growth but also creates resilient business models that adapt quickly within competitive sectors.
In the landscape of technology-driven investments, Hubert Cheng stands out for his entrepreneurial prowess and innovative thinking. His ventures focus on leveraging cutting-edge software to optimize business processes and drive digital transformation. With a commitment to enhancing operational efficiencies, he seeks out opportunities that align with evolving customer engagement needs. A proactive leader, his strategy prioritizes collaboration among teams while strategically aligning product development with market demands. This approach not only fosters growth but also creates resilient business models that adapt quickly within competitive sectors.
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:
48.01%
Gain +0.53%
Monthly
0.48%
Yearly
5.91%
Drawdown
16.02%
$701.32M
Equity
Holdings
$701.32M
Investment
$356.22M
$345.1M
Profit +$3.68M
Realized
$0
Unrealized
$345.1M
Dividends
$116.53M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.53%
Profit
$3.68M
Win %
78%
This Week
Compared To Last Week
Gain
-0.26%
Profit
-$1.8M
Win %
78%
This Month
Compared to last month
Gain
0.94%
Profit
$6.53M
Win %
78%
This Year
Compared to last year
Gain
8.96%
Profit
$57.65M
Win %
78%
VAW Vanguard Materials ETF
+1.65%
+$13,565.31 
IWM iShares Russell 2000 ETF
+1.36%
+$281,148.48 
EWD iShares MSCI Sweden ETF
+0.97%
+$9,787.75 
EFV iShares MSCI EAFE Value ETF
+0.88%
+$146,395.92 
EFA iShares MSCI EAFE ETF
+0.88%
+$691,372.8 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$929,131.32 
VTV Vanguard Value ETF
+0.83%
+$5,084.78 
IWD iShares Russell 1000 Value ETF
+0.76%
+$577,550.05 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
+0.74%
+$371,533.92 
IEF iShares 7-10 Year Treasury Bond ETF
+0.71%
+$138,904.35 
XLP Consumer Staples Select Sector SPDR Fund
+0.69%
+$3,074.5 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.61%
+$263,829.22 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.49%
+$209,281.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$242,327 PJP
PJP
0%
$0 SPHQ
SPHQ
0%
$0 RPV
RPV
0%
$0 PWV
PWV
0%
$0 PAF
PAF
0%
$0 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 23 | Longs Won 15/23 65% | Profit Factor 28.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $27.37M |
| Average Win $23.84M | Best Trade (Oct 15) $101.71M | Sharpe Ratio 0 |
| Average Loss -$1.56M | Worst Trade (Oct 15) -$5.82M | Z-Score 1.92 (94.54%) |
| Commissions $0 | Avg. Trade Length 11y 9m 3w | Expectancy $15M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.21% | 5.49% |
| Consecutive Losing Trades | 448 | 403 | 359 | 314 | 269 | 224 | 179 | 134 | 90 | 45 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 DBC Invesco DB Commodity Index Tracking Fund | 959,745 | $17.71M | $31.94M | - | $14.23M | 80.38% | -0.09% |
 EEM iShares MSCI Emerging Markets ETF | 289,121 | $11.36M | $18.49M | - | $7.13M | 62.74% | -0.699% |
| EFA iShares MSCI EAFE ETF | 768,192 | $46.74M | $79.62M | - | $32.89M | 70.36% | +0.876% |
| EFV iShares MSCI EAFE Value ETF | 212,168 | $10.83M | $16.79M | - | $5.96M | 55.09% | +0.88% |
| EWD iShares MSCI Sweden ETF | 19,975 | $632,608.25 | $1.02M | - | $388,513.75 | 61.41% | +0.968% |
| IEF iShares 7-10 Year Treasury Bond ETF | 218,747 | $23.18M | $19.76M | - | -$3.42M | -14.76% | +0.708% |
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | 851,062 | $46.53M | $43.25M | - | -$3.28M | -7.04% | +0.614% |
 ILCB iShares Morningstar U.S. Equity ETF | 10,520 | $324,857.6 | $1.12M | - | $797,836.8 | 245.6% | -1.094% |
| IWD iShares Russell 1000 Value ETF | 300,026 | $31.32M | $76.84M | - | $45.52M | 145.33% | +0.757% |
 IWF iShares Russell 1000 Growth ETF | 1.01M | $24.23M | $125.94M | - | $101.71M | 419.79% | -0.032% |
| IWM iShares Russell 2000 ETF | 76,192 | $9.11M | $20.96M | - | $11.84M | 129.94% | +1.36% |
| PAF PAF | 4,045 | $204 | $204 | - | - | - | 0.0 |
| PJP PJP | 7,736 | $515 | $515 | - | - | - | 0.0 |
| PWV PWV | 15,474 | $484 | $484 | - | - | - | 0.0 |
| RPV RPV | 136,551 | $7,505.01 | $7,505.01 | - | - | - | 0.0 |
| SPHQ SPHQ | 1.63M | $38,023.99 | $38,023.99 | - | - | - | 0.0 |
| TFI SPDR Nuveen Bloomberg Municipal Bond ETF | 1.16M | $56.1M | $50.28M | - | -$5.82M | -10.37% | +0.744% |
| VAW Vanguard Materials ETF | 3,737 | $401,316.43 | $836,975.89 | - | $435,659.46 | 108.56% | +1.647% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 615,535 | $23.32M | $42.87M | - | $19.55M | 83.84% | +0.491% |
| VIG Vanguard Dividend Appreciation ETF | 459,966 | $37.33M | $111.31M | - | $73.98M | 198.18% | +0.842% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Hubert Cheng?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE ETF - $19.09M, SPDR Nuveen Bloomberg Municipal Bond ETF - $17.2M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $15.38M, Vanguard Dividend Appreciation ETF - $14.06M, and iShares Russell 1000 Value ETF - $10.67M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Hubert Cheng's portfolio generate?
The portfolio generates substantial dividend income, with a total of $116.53M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $19.09M, SPDR Nuveen Bloomberg Municipal Bond ETF - $17.2M, iShares 5-10 Year Investment Grade Corporate Bond ETF - $15.38M, Vanguard Dividend Appreciation ETF - $14.06M, and iShares Russell 1000 Value ETF - $10.67M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hubert Cheng's monthly returns?
Hubert Cheng's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Hubert Cheng's strategy be considered aggressive or moderate?
Hubert Cheng's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Hubert Cheng's strategy?
Hubert Cheng's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
