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:
36.98%
Gain +1.18%
Monthly
0.21%
Yearly
2.61%
Drawdown
12.62%
$1.8B
Equity
Holdings
$1.8B
Investment
$1.21B
$586.09M
Profit +$20.91M
Realized
$0
Unrealized
$586.09M
Dividends
$488.36M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.18%
Profit
$20.91M
Win %
66%
This Week
Compared To Last Week
Gain
0.26%
Profit
$4.72M
Win %
66%
This Month
Compared to last month
Gain
-0.48%
Profit
-$8.69M
Win %
66%
This Year
Compared to last year
Gain
6.03%
Profit
$102.18M
Win %
66%
Events
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Dividends
Dividend Analysis
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| Trades 3 | Longs Won 1/3 33% | Profit Factor 2.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $767.22M |
| Average Win $1.04B | Best Trade (Jul 20) $1.05B | Sharpe Ratio -5.81 |
| Average Loss -$227.65M | Worst Trade (Jul 31) -$455.29M | Z-Score -1.77 (93.78%) |
| Commissions $0 | Avg. Trade Length 15y 4m 6d | Expectancy $195.36M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 12.15% | 22.92% | 33.22% | 43.22% | 53.02% | 62.65% | 72.14% | 81.52% | 90.81% |
| Consecutive Losing Trades | 8 | 7 | 6 | 6 | 5 | 4 | 3 | 2 | 2 | 1 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Evan Sloves?
The largest contributions to the portfolio's profits come from the following stocks: VMware Inc - $352.37M and SPDR S&P 500 ETF Trust - $135.99M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Evan Sloves's portfolio generate?
The portfolio generates substantial dividend income, with a total of $488.36M earned over time. The largest contributors to dividend income include VMware Inc - $352.37M and SPDR S&P 500 ETF Trust - $135.99M. 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 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 Evan Sloves's strategy be considered aggressive or moderate?
Evan Sloves's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Evan Sloves's strategy?
Evan Sloves'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.
