Elliot Kallen Portfolio
Invests via Prosperity Wealth Management, Inc. | Managed by Elliot Kallen
Invests via Prosperity Wealth Management, Inc.
Managed by Elliot Kallen
Automatically Tracked
Elliot Kallen Profile
Growth-stage investor and operator with experience advising software and fintech businesses on strategy, capital raising and go-to-market expansion. Elliot Kallen has led investment diligence and portfolio operational programs at venture and private equity firms and previously held senior product roles in SaaS companies. Known for sourcing cross-border deals and scaling revenue operations, focuses on Series A–C technology opportunities and board-level execution support.
Growth-stage investor and operator with experience advising software and fintech businesses on strategy, capital raising and go-to-market expansion. Elliot Kallen has led investment diligence and portfolio operational programs at venture and private equity firms and previously held senior product roles in SaaS companies. Known for sourcing cross-border deals and scaling revenue operations, focuses on Series A–C technology opportunities and board-level execution support.
Investment Philosophy & Strategy
Operates as a growth-stage investor blending operational rigor with early growth capital discipline. Focuses on Series A–C software and fintech opportunities where product-led revenue can be scaled via repeatable GTM playbooks and international expansion. Underwrites businesses on unit economics, scalable go-to-market motions and founder alignment, favoring board-level partnership and hands-on revenue operations support. Time horizon is growth-oriented with active value creation through cross-border deal sourcing and portfolio ops programs.
Operates as a growth-stage investor blending operational rigor with early growth capital discipline. Focuses on Series A–C software and fintech opportunities where product-led revenue can be scaled via repeatable GTM playbooks and international expansion. Underwrites businesses on unit economics, scalable go-to-market motions and founder alignment, favoring board-level partnership and hands-on revenue operations support. Time horizon is growth-oriented with active value creation through cross-border deal sourcing and portfolio ops programs.
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:
108.49%
Gain +0.08%
Monthly
2.22%
Yearly
30.07%
Drawdown
24.57%
$341.93M
Equity
Holdings
$341.93M
Investment
$239.85M
$165.99M
Profit +$592,037.78
Realized
$63.91M
Unrealized
$102.08M
Dividends
$12.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.08%
Profit
$592,037.78
Win %
69%
This Week
Compared To Last Week
Gain
-0.95%
Profit
-$3.29M
Win %
69%
This Month
Compared to last month
Gain
-0.69%
Profit
-$2.39M
Win %
69%
This Year
Compared to last year
Gain
14.21%
Profit
$42.54M
Win %
69%
AMZZ GraniteShares 2x Long Amazon Daily ETF
+29.85%
+$226,969.4 
AMZN Amazon.com Inc
+15.32%
+$901,819.35 
MVIS Microvision Inc.
+10.83%
+$18,977.38 
GNLN Greenlane Holdings, Inc.
+9.04%
+$332.02 
AAPD Direxion Daily AAPL Bear 1X Shares
+7.44%
+$22,705.8 
GOOG Alphabet Inc
+6.88%
+$53,359.31 
GOOGL Alphabet Inc
+6.73%
+$268,853.55 
VRT Vertiv Holdings Co
+6.18%
+$134,509.3 
COHR Coherent Corp.
+5.55%
+$73,893.75 
ANET Arista Networks, Inc.
+5.46%
+$174,881.63 
INOD Innodata Inc.
+4.59%
+$29,877 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$52,276.25 
MDB MongoDB Inc.
+3.56%
+$29,638.03 
AUR Aurora Innovation, Inc.
+3.37%
+$16,375.8 
META Meta Platforms Inc Class A
+3.28%
+$75,122.28 
CRS Carpenter Technology Corporation
+3.17%
+$10,861.94 
PATH Uipath Inc.
+3.15%
+$9,984 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$60,663.84 
MSFT Microsoft Corp.
+3.02%
+$224,402.96 
NVDA NVIDIA Corporation
+2.93%
+$231,095.4 
P Everpure Inc.
+2.81%
+$14,822.76 
STRL Sterling Infrastructure, Inc.
+2.76%
+$45,794.31 
GTLB GitLab Inc.
+2.34%
+$7,505 
MRVL Marvell Technology, Inc.
+2.32%
+$49,969.8 
ORLY O'Reilly Automotive Inc.
+2.28%
+$14,729.98 
GLW Corning Incorporated
+2.24%
+$16,168.08 
RZLV Rezolve AI Ltd.
+2.1%
+$1,233.35 
TQQQ ProShares UltraPro QQQ
+2.08%
+$49,973.88 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$9,515.19 
UPRO ProShares UltraPro S&P500
+1.97%
+$64,516.73 
PANW Palo Alto Networks, Inc.
+1.89%
+$12,502.95 
FIX Comfort Systems USA, Inc.
+1.88%
+$32,646.22 
IONQ IonQ, Inc.
+1.87%
+$4,623 
CRM Salesforce Inc
+1.83%
+$10,942.84 
FLEX Flex Ltd.
+1.64%
+$17,112 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$4,368.22 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$3,734.39 
LRGG Macquarie Focused Large Growth ETF
+1.46%
+$31,906.34 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$3,313.92 
GE General Electric Company
+1.42%
+$26,633.84 
SSO ProShares Ultra S&P500
+1.35%
+$13,030.52 
ALLT Allot Ltd.
+1.33%
+$3,630 
EMEQ Macquarie Focused Emerging Markets Equity ETF
+1.33%
+$22,296.01 
CGUS Capital Group Core Equity ETF
+1.29%
+$6,578.94 
PTIR GraniteShares 2x Palantir ETF
+1.2%
+$2,823 
QLD ProShares Ultra QQQ
+1.2%
+$13,128.39 
WFC Wells Fargo & Company
+1.19%
+$5,389.68 
IOO iShares Global 100 ETF
+1.15%
+$7,864.85 
TWM ProShares UltraShort Russell2000
+1.14%
+$2,742.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$284,870.42 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$37,947.75 
VUG Vanguard Growth ETF
+1.1%
+$11,494.8 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$3,066.24 
VG Venture Global Inc.
+1.06%
+$3,121.58 
NOW ServiceNow, Inc.
+1.05%
+$4,019.4 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$2,316.8 
CW Curtiss-Wright Corporation
+1.02%
+$5,600.44 
DOCU DocuSign Inc.
+0.99%
+$3,690.9 
OEF iShares S&P 100 ETF
+0.95%
+$8,262.45 
SCHW Charles Schwab Corporation
+0.87%
+$6,620.25 
MGC Vanguard Mega Cap ETF
+0.87%
+$3,329.94 
IBM International Business Machines Corporation
+0.86%
+$9,410.47 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$6,139.58 
GEV GE Vernova Inc.
+0.85%
+$6,481.8 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$36,573.11 
EMR Emerson Electric Co.
+0.79%
+$7,273.58 
FELC Fidelity Enhanced Large Cap Core ETF
+0.78%
+$4,034.91 
SHLD Global X Defense Tech ETF
+0.77%
+$6,724.8 
TSLA Tesla, Inc.
+0.76%
+$10,721.39 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,846.6 
TRGP Targa Resources Corp.
+0.76%
+$24,181.36 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,427.98 
VOO Vanguard S&P 500 ETF
+0.71%
+$117,146.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,774.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,262.65 
PLTR Palantir Technologies Inc.
+0.65%
+$22,023.94 
CGGR Capital Group Growth ETF
+0.65%
+$4,646.38 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$88,804.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$184,434.71 
IWB iShares Russell 1000 ETF
+0.64%
+$3,230.17 
BROS Dutch Bros Inc.
+0.61%
+$3,340 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,800.47 
QBTS D-Wave Quantum Inc.
+0.56%
+$1,348.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,434.84 
FDD First Trust STOXX European Select Dividend Index Fund
+0.5%
+$1,398.5 
TMDX TransMedics Group Inc.
+0.5%
+$1,850.6 
AXON Axon Enterprise, Inc.
+0.47%
+$3,559.65 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$5,637.55 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$1,372.55 
IYW iShares U.S. Technology ETF
+0.46%
+$1,128.58 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.43%
+$35,699.29 
RKLB Rocket Lab Corporation
+0.42%
+$3,637.44 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$1,854.88 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$1,677.45 
QGRO American Century U.S. Quality Growth ETF
+0.4%
+$1,476 
RTX RTX Corporation
+0.39%
+$3,271.8 
AVGO Broadcom Inc.
+0.37%
+$7,369.92 
PG Procter & Gamble Co
+0.37%
+$1,208.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,612.62 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$848.82 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$915.4 
CCEF Calamos CEF Income & Arbitrage ETF
+0.34%
+$1,056.73 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$3,302.96 
XNTK SPDR NYSE Technology ETF
+0.33%
+$876.36 
KARO Karooooo Ltd.
+0.32%
+$2,665.01 
MRK Merck & Co., Inc.
+0.32%
+$891.77 
KLIP KraneShares China Internet & Covered Call Strategy ETF
+0.31%
+$617.75 
SMH VanEck Semiconductor ETF
+0.3%
+$6,063.64 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$681.75 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$706.03 
JPM JPMorgan Chase & Co.
+0.27%
+$3,074.74 
VT Vanguard Total World Stock ETF
+0.26%
+$1,580.14 
JNJ Johnson & Johnson
+0.21%
+$632.29 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$960.18 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$4,557.24 
RFIX Simplify Bond Bull ETF
+0.12%
+$1,331.01 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$302.6 
ISRG Intuitive Surgical, Inc.
+0.1%
+$421.91 
FSK FS KKR Capital Corp.
+0.1%
+$280.23 
WMT Walmart Inc.
+0.09%
+$1,078.22 
CANQ Calamos Alternative Nasdaq & Bond ETF
+0.08%
+$233.45 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.07%
+$360.55 
JPIB JPMorgan International Bond ETF
+0.06%
+$276.9 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$269.26 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$2,238.56 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$181.8 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$68.25 
DIS The Walt Disney Company
+0.03%
+$56.64 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$254.34 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$42.63 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$39.62 
REZ iShares Residential and Multisector Real Estate ETF
+0.01%
+$29.68 
ILMN Illumina, Inc.
+0.01%
+$45.26 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WEN The Wendy's Company
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
SBAR Simplify Barrier Income ETF
0%
$0 H591
H5919C104
0%
$0 MUD
MUD
0%
$0 SMCL
SMCL
0%
$0 
CONL GraniteShares 2x Long Coin ETF
-21.11%
-$25,702.47 
AAPB GraniteShares 2x Long AAPL Daily ETF
-15.09%
-$92,273.18 
FMC FMC Corporation
-9.47%
-$19,774.72 
AAPL Apple Inc.
-7.35%
-$444,621.16 
GGLS Direxion Daily GOOGL Bear 1X Shares
-6.84%
-$608,562.24 
NXPI NXP Semiconductors N.V.
-6.53%
-$35,248 
CLS Celestica Inc.
-6%
-$73,411.65 
MU Micron Technology, Inc.
-5.9%
-$285,926.61 
SHOP Shopify Inc.
-4.29%
-$43,102.5 
FIGR Figure Technology Solutions Inc Cl A
-3.49%
-$10,719 
ES Eversource Energy
-3.05%
-$16,602.75 
ETHE Grayscale Ethereum Trust ETF
-3.03%
-$5,303.95 
IBIT iShares Bitcoin Trust
-2.89%
-$10,199.32 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$50,753.56 
BITO ProShares Bitcoin ETF
-2.85%
-$5,985 
BITY Amplify Bitcoin 24% Premium Income Fund
-2.83%
-$4,577.83 
DECK Deckers Outdoor Corporation
-2.82%
-$26,003.74 
AJG Arthur J. Gallagher & Co.
-2.75%
-$25,956.44 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$20,520.99 
FVRR Fiverr International Ltd.
-2.72%
-$6,925 
MESO Mesoblast Limited Sponsored ADR
-2.61%
-$19,342 
GDLC Grayscale Digital Large Cap Fund LLC
-2.56%
-$9,675 
ABBV AbbVie Inc.
-2.51%
-$6,360.01 
ARKK ARK Innovation ETF Fund
-2.28%
-$39,989.4 
BA Boeing Company
-2.15%
-$5,136.03 
CCJ Cameco Corporation
-2.1%
-$8,991 
APLD Applied Digital Corporation
-2.07%
-$9,048 
BXMX Nuveen S&P 500 Buy-Write Income Fund
-2.07%
-$35,386.68 
KHC The Kraft Heinz Company
-2.01%
-$5,941.83 
NFLX Netflix, Inc.
-2%
-$14,213.1 
SQQQ ProShares UltraPro Short QQQ
-2%
-$4,316.5 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$2,590.25 
AMD Advanced Micro Devices, Inc.
-1.9%
-$16,086.87 
TOST Toast Inc.
-1.77%
-$8,236 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$6,853 
AS Amer Sports, Inc.
-1.63%
-$8,908.97 
SNOW Snowflake Inc.
-1.62%
-$7,109.51 
LRCX Lam Research Corporation
-1.58%
-$6,862.02 
NLY Annaly Capital Management, Inc.
-1.56%
-$6,393.6 
NET Cloudflare Inc.
-1.56%
-$12,546.45 
WHR Whirlpool Corporation
-1.5%
-$1,602.84 
GLD SPDR Gold Shares
-1.49%
-$2,838.09 
SDOW ProShares UltraPro Short Dow30
-1.4%
-$5,382.54 
WYNN Wynn Resorts, Limited
-1.38%
-$20,335.7 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$36,105.86 
IGR CBRE Global Real Estate Income Fund
-1.27%
-$3,752.58 
NEE NextEra Energy, Inc.
-1.15%
-$11,630.15 
DKNG DraftKings Inc.
-1.01%
-$17,268.96 
XOM Exxon Mobil Corporation
-0.97%
-$17,281.35 
SOFI SoFi Technologies, Inc.
-0.97%
-$3,184 
CRSH YieldMax Short TSLA Option Income Strategy ETF
-0.93%
-$4,212.85 
FFTY Innovator IBD 50 ETF
-0.91%
-$2,990.98 
EFAS Global X MSCI SuperDividend EAFE ETF
-0.9%
-$2,931.55 
O Realty Income Corporation
-0.87%
-$2,226 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$2,135.17 
MCO Moody's Corporation
-0.81%
-$2,075.81 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$1,702.33 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$14,487.27 
MAR Marriott International Inc. - Class A
-0.71%
-$1,855.01 
DASH DoorDash, Inc.
-0.69%
-$6,265.01 
SH ProShares Short S&P500
-0.69%
-$2,941.93 
PDI Pimco Dynamic Income Fund
-0.68%
-$2,725.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$9,438.46 
TLTW iShares 20+ Year Treasury Bond BuyWrite Fund
-0.65%
-$1,727.32 
TLTI Neos Enhanced Income 20+ Year Treasury Bond ETF
-0.65%
-$7,917.02 
GS The Goldman Sachs Group, Inc.
-0.63%
-$19,213.17 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,310.47 
FIVN Five9 Inc.
-0.54%
-$3,750 
LLY Eli Lilly and Company
-0.53%
-$20,314.82 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$1,319.2 
AGGH Simplify Aggregate Bond ETF
-0.45%
-$5,435.73 
HD The Home Depot, Inc.
-0.42%
-$820.11 
MELI MercadoLibre, Inc.
-0.41%
-$2,886.39 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$898.01 
PCN PIMCO Corporate & Income Strategy Fund
-0.34%
-$614.68 
IYRI Neos Real Estate High Income ETF
-0.34%
-$2,243.29 
TFC Truist Financial Corporation
-0.33%
-$2,385.42 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,899.21 
DTH WisdomTree International High Dividend Fund
-0.31%
-$978.48 
CEG Constellation Energy Corporation
-0.31%
-$2,467.26 
VST Vistra Corp
-0.29%
-$3,481.28 
VTV Vanguard Value ETF
-0.27%
-$716.84 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$648.09 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$2,209.86 
YQQQ YieldMax N100 Short Option Income Fund
-0.26%
-$2,884.96 
SEZL Sezzle Inc.
-0.23%
-$2,514.6 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$864.12 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,004.08 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,671.71 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$974.64 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,176.75 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$682.65 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$889.4 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,917.99 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$674.62 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$519.37 
IDV iShares International Select Dividend ETF
-0.14%
-$1,499.4 
LOCO El Pollo Loco Holdings Inc.
-0.12%
-$1,254 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$600 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.12%
-$524.88 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$507.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$254.16 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$643.46 
CGBL Capital Group Core Balanced ETF
-0.05%
-$147.06 
HOOD Robinhood Markets, Inc.
-0.05%
-$235.8 
BUCK Simplify Treasury Option Income ETF
-0.04%
-$238.07 
V Visa Inc. Class A
-0.04%
-$99.81 
OSCR Oscar Health, Inc.
-0.03%
-$206.91 
KALU Kaiser Aluminum Corporation
-0.03%
-$308.08 
UBER Uber Technologies, Inc.
-0.01%
-$260.2 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2201 | Longs Won 1360/2201 61% | Profit Factor 5.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $488,777.7 |
| Average Win $147,986.37 | Best Trade (Mar 31) $12.01M | Sharpe Ratio -15.69 |
| Average Loss -$41,936.94 | Worst Trade (Jul 26) -$2.08M | Z-Score 6.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $75,416.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPB GraniteShares 2x Long AAPL Daily ETF | 13,725 | $440,089 | $519,354 | - | $79,265 | 18.01% | -15.087% |
| AAPD Direxion Daily AAPL Bear 1X Shares | 29,110 | $381,632 | $327,778.6 | - | -$53,853.4 | -14.11% | +7.443% |
| AAPL Apple Inc. | 18,133 | $2.52M | $5.6M | - | $3.08M | 122.55% | -7.354% |
| ABBV AbbVie Inc. | 983 | $227,585.94 | $246,674.02 | - | $19,088.08 | 8.39% | -2.513% |
| AGGH Simplify Aggregate Bond ETF | 60,397 | $1.26M | $1.19M | - | -$69,154.75 | -5.47% | -0.453% |
| AIQ Global X Artificial Intelligence & Technology ETF | 4,577 | $163,082.19 | $269,539.53 | - | $106,457.34 | 65.28% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 2,387 | $234,690 | $279,398.36 | - | $44,708.36 | 19.05% | +1.588% |
| AJG Arthur J. Gallagher & Co. | 3,687 | $1.01M | $919,611.54 | - | -$93,802.6 | -9.26% | -2.745% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 4,530 | $444,772.21 | $1.41M | - | $965,099.74 | 216.99% | +3.851% |
| ALLT Allot Ltd. | 36,300 | $323,037 | $276,243 | - | -$46,794 | -14.49% | +1.332% |
| AMD Advanced Micro Devices, Inc. | 1,741 | $234,605.34 | $828,977.13 | - | $594,371.79 | 253.35% | -1.904% |
| AMZN Amazon.com Inc | 24,995 | $3.73M | $6.79M | - | $3.06M | 82.1% | +15.321% |
| AMZZ GraniteShares 2x Long Amazon Daily ETF | 25,445 | $756,989 | $987,266 | - | $230,277 | 30.42% | +29.853% |
| ANET Arista Networks, Inc. | 18,744 | $2.02M | $3.38M | - | $1.36M | 67.47% | +5.456% |
| APLD Applied Digital Corporation | 15,600 | $357,864 | $427,284 | - | $69,420 | 19.4% | -2.074% |
| APP AppLovin Corporation Class A Common Stock | 325 | $233,525.51 | $128,667.5 | - | -$104,858.01 | -44.9% | -1.973% |
| ARKK ARK Innovation ETF Fund | 24,090 | $1.85M | $1.72M | - | -$136,831.4 | -7.38% | -2.277% |
| ARM Arm Holdings plc American Depositary Receipt | 7,831 | $856,007 | $1.88M | - | $1.02M | 119.28% | -0.766% |
| AS Amer Sports, Inc. | 15,100 | $563,985 | $536,201 | - | -$27,784 | -4.93% | -1.634% |
| ASML ASML Holding N.V. New York Registry Shares | 1,609 | $1.25M | $2.62M | - | $1.37M | 109.56% | -1.359% |
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FAQ
Which stocks have generated the highest profits for Elliot Kallen?
The largest contributions to the portfolio's profits come from the following stocks: ProShares UltraPro QQQ - $33.64M, ProShares UltraPro S&P500 - $5.47M, Vanguard S&P 500 ETF - $3.91M, Invesco QQQ Trust, Series 1 - $3.41M, and NVIDIA Corporation - $2.86M. 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: View, Inc - $2.08M, Celsius Holdings Inc - $1.35M, ProShares UltraPro Short QQQ - $966,658.5, Direxion Daily S&P 500 High Beta Bear 3X Shares - $759,362.41, and Elf Beauty Inc - $735,826.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Elliot Kallen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.83M earned over time. The largest contributors to dividend income include ProShares Bitcoin ETF - $714,213.31, ProShares UltraPro QQQ - $701,999.74, Vanguard S&P 500 ETF - $617,681.47, SPDR Portfolio High Yield Bond ETF - $557,296.91, and Schwab U.S. Large-Cap ETF - $536,521.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Elliot Kallen's monthly returns?
Elliot Kallen'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 Elliot Kallen's strategy be considered aggressive or moderate?
Elliot Kallen'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 Elliot Kallen's strategy?
Elliot Kallen'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.
