Ricky Tawil Portfolio
Invests via American Alpha Advisors LLC | Managed by Ricky Tawil, Sam Haddad
Invests via American Alpha Advisors LLC
Managed by Ricky Tawil, Sam Haddad
Automatically Tracked
Active across growth-stage consumer internet and fintech, he combines direct investing with roll-up and public-market exit strategies. Ricky Tawil brings private-equity and operating experience, directing capital into minority growth rounds, strategic carve-outs and sponsor-backed recapitalizations while sourcing cross-border transactions. Market-facing strengths include board-level governance, commercial scaling and exit-orientation with a bias toward cash-generative business models.
Active across growth-stage consumer internet and fintech, he combines direct investing with roll-up and public-market exit strategies. Ricky Tawil brings private-equity and operating experience, directing capital into minority growth rounds, strategic carve-outs and sponsor-backed recapitalizations while sourcing cross-border transactions. Market-facing strengths include board-level governance, commercial scaling and exit-orientation with a bias toward cash-generative business models.
Investment Philosophy & Strategy
Focuses on growth-stage consumer internet and fintech opportunities, preferring minority growth rounds, strategic carve-outs and sponsor-backed recapitalizations. Emphasizes cash-generative business models, commercial scalability and clear exit pathways via roll-ups or public markets. Allocation mixes direct equity and structured recapitalizations with cross-border sourcing; typical horizon is medium-term with active board-level involvement. Risk discipline centers on governance, unit economics and revenue durability, leveraging operating and private‑equity experience to drive commercialization and value-accretive exits.
Focuses on growth-stage consumer internet and fintech opportunities, preferring minority growth rounds, strategic carve-outs and sponsor-backed recapitalizations. Emphasizes cash-generative business models, commercial scalability and clear exit pathways via roll-ups or public markets. Allocation mixes direct equity and structured recapitalizations with cross-border sourcing; typical horizon is medium-term with active board-level involvement. Risk discipline centers on governance, unit economics and revenue durability, leveraging operating and private‑equity experience to drive commercialization and value-accretive exits.
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:
67.32%
Gain +1.9%
Monthly
2.26%
Yearly
30.79%
Drawdown
16.15%
$178.87M
Equity
Holdings
$178.87M
Investment
$144.51M
$65.97M
Profit +$2.78M
Realized
$31.61M
Unrealized
$34.37M
Dividends
$6.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.9%
Profit
$2.78M
Win %
80%
This Week
Compared To Last Week
Gain
1.58%
Profit
$2.78M
Win %
80%
This Month
Compared to last month
Gain
4.61%
Profit
$7.89M
Win %
80%
This Year
Compared to last year
Gain
5.53%
Profit
$9.37M
Win %
78%
AMD Advanced Micro Devices, Inc.
+6.5%
+$323,872.98 
CXW CoreCivic Inc.
+3.86%
+$11,224 
COTY Coty Inc.
+3.64%
+$2,500 
F Ford Motor Company
+3.46%
+$21,232.8 
SLB Schlumberger Limited
+3.29%
+$18,127.7 
NEM Newmont Corporation
+3.13%
+$22,401.75 
IONQ IonQ, Inc.
+2.85%
+$64,000 
NN NextNav Inc.
+1.97%
+$3,850 
DIS The Walt Disney Company
+1.96%
+$12,589.05 
COP ConocoPhillips
+1.81%
+$9,928.18 
CAH Cardinal Health Inc.
+1.7%
+$5,946.07 
FANG Diamondback Energy Inc
+1.48%
+$8,264.35 
MCK McKesson Corporation
+1.44%
+$10,549.67 
T AT&T Inc.
+1.26%
+$6,528.6 
PTON Peloton Interactive, Inc.
+1.26%
+$2,159.5 
CVX Chevron Corporation
+1.16%
+$8,542.2 
OXY Occidental Petroleum Corporation
+1.14%
+$3,837.24 
MO Altria Group, Inc.
+0.95%
+$5,759.78 
XOM Exxon Mobil Corporation
+0.94%
+$7,914.93 
WBD Warner Bros. Discovery, Inc.
+0.86%
+$4,353.6 
EOG EOG Resources, Inc.
+0.85%
+$2,493.6 
GD General Dynamics Corporation
+0.72%
+$3,871.87 
ICOW Pacer Developed Markets International ETF
+0.7%
+$43,786.1 
IDOG Alps International Sector Dividend Dogs ETF
+0.61%
+$40,487.58 
XLU Utilities Select Sector SPDR Fund
+0.61%
+$5,974 
QCOM QUALCOMM Incorporated
+0.61%
+$3,377 
VZ Verizon Communications Inc.
+0.54%
+$2,379 
KHC The Kraft Heinz Company
+0.51%
+$1,723.28 
ADM Archer-Daniels-Midland Co
+0.37%
+$1,584 
QTUM Defiance Quantum ETF
+0.28%
+$4,399.8 
CNEQ Alger Concentrated Equity ETF
+0.27%
+$2,663.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$34,827.21 
VB Vanguard Small-Cap ETF
+0.24%
+$14,609.25 
DTH WisdomTree International High Dividend Fund
+0.22%
+$14,341.6 
AAPL Apple Inc.
+0.22%
+$1,033.14 
MRK Merck & Co., Inc.
+0.21%
+$1,655.03 
VTV Vanguard Value ETF
+0.2%
+$16,650.61 
GILD Gilead Sciences Inc.
+0.16%
+$999.24 
UBER Uber Technologies, Inc.
+0.09%
+$794.57 
VDC VANGUARD CONSUMER STAPLES ETF
+0.08%
+$757.17 
FSEP FT Vest U.S. Equity Buffer E Fund
+0.07%
+$897.48 
PCAR PACCAR Inc.
+0.05%
+$211.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$913.04 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$341.55 
BKDV BNY Mellon Dynamic Value ETF
+0.03%
+$1,043.19 
RSP Invesco S&P 500 Equal Weight ETF
+0.02%
+$619.08 
CMCSA Comcast Corp
0%
$0 
GSEP FT Vest US Equity Moderate B Fund
0%
$0 
RAINW Rain Enhancement Technologies Inc. Warrants
-13.56%
-$673.32 
AMAT Applied Materials, Inc.
-5.12%
-$19,808.63 
KLAC KLA Corporation
-2.7%
-$4,633 
SHOP Shopify Inc.
-2.66%
-$43,362.9 
CRM Salesforce Inc
-2.56%
-$9,731.74 
NOW ServiceNow, Inc.
-2.55%
-$81,250 
ADBE Adobe Inc.
-2.39%
-$8,967.42 
HCA HCA Healthcare Inc.
-1.72%
-$7,476.54 
CSCO Cisco Systems, Inc.
-1.58%
-$3,612.22 
BMY Bristol-Myers Squibb Company
-1.27%
-$9,252.06 
TJX The TJX Companies, Inc.
-1.1%
-$3,199.4 
CL Colgate-Palmolive Company
-1.05%
-$4,295.34 
UPS United Parcel Service, Inc.
-0.98%
-$3,331.12 
LEU Centrus Energy Corp.
-0.87%
-$13,560.56 
UAL United Airlines Holdings, Inc.
-0.8%
-$3,823.86 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
DHI D.R. Horton, Inc.
-0.71%
-$2,165.68 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$11,161.68 
ELF Elf Beauty Inc.
-0.66%
-$40,857.39 
TGT Target Corporation
-0.66%
-$1,900.33 
AMGN Amgen Inc.
-0.63%
-$4,836.59 
BKNG Booking Holdings Inc.
-0.6%
-$3,959.05 
ABNB Airbnb, Inc.
-0.58%
-$3,437.92 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.49%
-$16,333.94 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$17,547.62 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.32%
-$2,080.03 
REGN Regeneron Pharmaceuticals, Inc.
-0.31%
-$1,185.24 
MSFT Microsoft Corp.
-0.3%
-$1,410.45 
QLD ProShares Ultra QQQ
-0.3%
-$1,849.12 
JHMU John Hancock Dynamic Municipal Bond ETF
-0.27%
-$2,393.97 
COWZ Pacer US Cash Cows 100 ETF
-0.27%
-$15,829.09 
MPC Marathon Petroleum Corporation
-0.27%
-$1,583.63 
GSAT Globalstar, Inc.
-0.27%
-$11,000 
LVHI Franklin International Low Volatility High Dividend ETF
-0.23%
-$14,653.3 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$3,292.2 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$11,964.03 
GOOG Alphabet Inc
-0.12%
-$2,078.75 
PHYL PGIM Active High Yield Bond ETF
-0.12%
-$6,122.24 
GPIX S&P 500 Core Premium Income Fund
-0.11%
-$6,553.26 
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$1,228.76 
EFA iShares MSCI EAFE ETF
-0.05%
-$6,172.95 
PFE Pfizer Inc.
-0.04%
-$219.91 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
-0.03%
-$1,902.58 Events
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Dividends
Dividend Analysis
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| Trades 592 | Longs Won 405/592 68% | Profit Factor 9.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $182,374.87 | Best Trade (Jun 30) $23.16M | Sharpe Ratio -10.84 |
| Average Loss -$42,190.07 | Worst Trade (Aug 31) -$892,800 | Z-Score 11.39 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 6d | Expectancy $111,439.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.73% |
| Consecutive Losing Trades | 4,237 | 3,814 | 3,390 | 2,966 | 2,542 | 2,119 | 1,695 | 1,271 | 847 | 424 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,542 | $343,706.54 | $471,744.06 | - | $128,037.52 | 37.25% | +0.219% |
| ABNB Airbnb, Inc. | 3,213 | $413,031.2 | $591,384.77 | - | $178,353.57 | 43.18% | -0.578% |
| ADBE Adobe Inc. | 1,386 | $426,188.68 | $365,931.7 | - | -$60,256.98 | -14.14% | -2.392% |
| ADM Archer-Daniels-Midland Co | 5,280 | $383,803 | $424,776 | - | $40,973 | 10.68% | +0.374% |
| AMAT Applied Materials, Inc. | 724 | $186,060.75 | $367,198.31 | - | $181,137.56 | 97.35% | -5.118% |
| AMD Advanced Micro Devices, Inc. | 10,321 | $1.63M | $5.31M | - | $3.68M | 225.96% | +6.497% |
| AMGN Amgen Inc. | 1,839 | $576,950.31 | $763,571.17 | - | $186,620.86 | 32.35% | -0.629% |
| BKDV BNY Mellon Dynamic Value ETF | 104,319 | $2.99M | $3.65M | - | $659,591.08 | 22.06% | +0.029% |
| BKNG Booking Holdings Inc. | 3,093 | $570,673.38 | $655,901.57 | - | $85,228.19 | 14.93% | -0.6% |
| BMY Bristol-Myers Squibb Company | 11,283 | $584,380.53 | $720,193.89 | - | $135,813.36 | 23.24% | -1.268% |
| BRK-A Berkshire Hathaway Inc. | 1 | $691,180 | $756,349.25 | - | $65,169.25 | 9.43% | -0.742% |
| CAH Cardinal Health Inc. | 1,513 | $320,630.59 | $355,812.21 | - | $35,181.62 | 10.97% | +1.7% |
| CL Colgate-Palmolive Company | 4,383 | $347,066.65 | $403,016.85 | - | $55,950.2 | 16.12% | -1.055% |
| CMCSA Comcast Corp | 14,970 | $429,788.64 | $391,914.6 | - | -$37,874.04 | -8.81% | 0.0 |
| CNEQ Alger Concentrated Equity ETF | 24,216 | $849,511.9 | $990,676.56 | - | $141,164.66 | 16.62% | +0.27% |
| COP ConocoPhillips | 4,393 | $579,876 | $556,944.54 | - | -$22,931.46 | -3.95% | +1.815% |
| COTY Coty Inc. | 25,000 | $131,102.5 | $71,250 | - | -$59,852.5 | -45.65% | +3.636% |
| COWZ Pacer US Cash Cows 100 ETF | 83,311 | $5.04M | $5.89M | - | $851,526.93 | 16.9% | -0.268% |
| CRM Salesforce Inc | 1,886 | $426,835.04 | $370,052.08 | - | -$56,782.96 | -13.3% | -2.562% |
| CSCO Cisco Systems, Inc. | 2,018 | $237,034 | $225,370.24 | - | -$11,663.76 | -4.92% | -1.578% |
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FAQ
Which stocks have generated the highest profits for Ricky Tawil?
The largest contributions to the portfolio's profits come from the following stocks: Globalstar, Inc - $27.94M, CrowdStrike Holdings, Inc - $1.72M, Pacs Group Inc - $1.23M, Super Micro Computer Inc - $1M, and PGIM Active High Yield Bond ETF - $747,169.26. 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: VANGUARD FTSE DEVELOPED MARKETS ETF - $702,319.68, Jefferies Financial Group Inc - $355,250, Pacer US Cash Cows 100 ETF - $332,207.09, Goldman Sachs MarketBeta International Fund - $273,590.34, and Boston Scientific Corporation - $200,700. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ricky Tawil's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.31M earned over time. The largest contributors to dividend income include PGIM Active High Yield Bond ETF - $756,290.34, iShares MSCI EAFE ETF - $589,563.92, S&P 500 Core Premium Income Fund - $546,467.29, Schwab U.S. Dividend Equity ETF - $394,649.94, and Franklin International Low Volatility High Dividend ETF - $296,532.31. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ricky Tawil's monthly returns?
Ricky Tawil's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ricky Tawil's strategy be considered aggressive or moderate?
Ricky Tawil's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ricky Tawil's strategy?
Ricky Tawil's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
