ES
Evan Sloves Portfolio
Invests via CISCO SYSTEMS Inc. | Managed by Evan Sloves
Invests via CISCO SYSTEMS Inc.
Managed by Evan Sloves
Automatically Tracked
Evan Sloves Profile
With a solid foundation in finance and technology, Evan Sloves has made significant strides as an investor-operator specializing in high-growth sectors. His career includes notable achievements in startup innovation and leadership roles within venture capital environments, where he has consistently driven value creation. Sloves is known for his hands-on approach to building companies that leverage cutting-edge technologies and market trends, establishing himself as a critical player in the entrepreneurial landscape. His extensive network across various industries enhances collaboration opportunities, enabling him to identify unique investment prospects that align with evolving market needs.
With a solid foundation in finance and technology, Evan Sloves has made significant strides as an investor-operator specializing in high-growth sectors. His career includes notable achievements in startup innovation and leadership roles within venture capital environments, where he has consistently driven value creation. Sloves is known for his hands-on approach to building companies that leverage cutting-edge technologies and market trends, establishing himself as a critical player in the entrepreneurial landscape. His extensive network across various industries enhances collaboration opportunities, enabling him to identify unique investment prospects that align with evolving market needs.
Investment Philosophy & Strategy
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:
98.47%
Gain +1.46%
Monthly
0.67%
Yearly
8.33%
Drawdown
34.92%
$2.64B
Equity
Holdings
$2.64B
Investment
$1.7B
$1.3B
Profit +$14.74M
Realized
$358.33M
Unrealized
$940.79M
Dividends
$556.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.46%
Profit
$14.74M
Win %
69%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$13.02M
Win %
69%
This Month
Compared to last month
Gain
-1.55%
Profit
-$35.79M
Win %
69%
This Year
Compared to last year
Gain
-24.45%
Profit
-$246.83M
Win %
70%
Events
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Dividends
Dividend Analysis
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| Trades 76 | Longs Won 49/76 64% | Profit Factor 3.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $94.56M |
| Average Win $46.54M | Best Trade (Sep 03) $478.88M | Sharpe Ratio -9.66 |
| Average Loss -$22.87M | Worst Trade (Aug 05) -$391.56M | Z-Score -1.34 (82.27%) |
| Commissions $0 | Avg. Trade Length 2y 9m 1w 4d | Expectancy $17.09M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.63% | 2.9% | 10.92% | 35.15% |
| Consecutive Losing Trades | 116 | 104 | 92 | 81 | 69 | 58 | 46 | 35 | 23 | 12 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 AMBO Ambow Education Holding Ltd. ADR | 6,315.73 | $391.58M | $13,515.03 | - | -$391.56M | -100% | -0.238% |
 CRWV CoreWeave, Inc. | 1.06M | $173.49M | $84.35M | - | -$89.15M | -51.38% | -4.889% |
 ITOT iShares Core S&P Total U.S. Stock Market ETF | 1.3M | $113.92M | $215.68M | - | $101.76M | 89.33% | +1.125% |
 IVV iShares Core S&P 500 ETF | 60,000 | $25.77M | $45.83M | - | $20.07M | 77.88% | +1.092% |
 NAVN Navan, Inc. | 21,398 | $489,372 | $474,271.69 | - | -$15,100.31 | -3.09% | -1.623% |
 RBRK Rubrik, Inc. | 2,319 | $160,428.42 | $248,040.24 | - | $87,611.82 | 54.61% | +1.886% |
 SPCX Space Exploration Technologies Corp. Class A | 237,375 | $40.56M | $36.77M | - | -$3.79M | -9.35% | +2.644% |
 SPY SPDR S&P 500 ETF Trust | 1.71M | $364.6M | $1.3B | - | $938.82M | 257.49% | +1.103% |
 VMW VMware Inc | 6.5M | $591.76M | $955.31M | - | $363.55M | 61.43% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Evan Sloves?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $700.1M, VMware Inc - $540.38M, iShares Core S&P Total U.S. Stock Market ETF - $68.14M, MULE - $29.26M, and iShares Core S&P 500 ETF - $19.98M. 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: Ambow Education Holding Ltd. ADR - $47.66M, 00002322P - $19.97M, Credo Technology Group Holding Ltd - $8.32M, HashiCorp Inc - $6.84M, and Innovid Corp - $4.69M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Evan Sloves's portfolio generate?
The portfolio generates substantial dividend income, with a total of $556.4M earned over time. The largest contributors to dividend income include VMware Inc - $352.37M, SPDR S&P 500 ETF Trust - $183.85M, iShares Core S&P Total U.S. Stock Market ETF - $16.96M, iShares Core S&P 500 ETF - $3.22M, and Marvell Technology, Inc - $2,187.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Evan Sloves's monthly returns?
Evan Sloves's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Evan Sloves's strategy be considered aggressive or moderate?
Evan Sloves's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Evan Sloves's strategy?
Evan Sloves's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
