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:
6.18%
Gain
Monthly
0.28%
Yearly
3.4%
Drawdown
35.55%
$190.29M
Equity
Holdings
$190.29M
Investment
$141.33M
$55.62M
Profit -$511,758.42
Realized
$6.66M
Unrealized
$48.95M
Dividends
$6.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$511,758.42
Win %
76%
This Week
Compared To Last Week
Gain
0.03%
Profit
$51,097.38
Win %
76%
This Month
Compared to last month
Gain
-0.27%
Profit
-$513,671.71
Win %
76%
This Year
Compared to last year
Gain
11.2%
Profit
$19.17M
Win %
76%
COTY Coty Inc.
+5.91%
+$3,500 
MCK McKesson Corporation
+5.63%
+$36,141.04 
ACN Accenture plc Class A
+5.59%
+$14,201.64 
ADBE Adobe Inc.
+4.79%
+$14,695.25 
UPS United Parcel Service, Inc.
+3.75%
+$12,967.57 
AMGN Amgen Inc.
+3.7%
+$24,027.12 
BSX Boston Scientific Corporation
+3.67%
+$15,800 
MO Altria Group, Inc.
+3.55%
+$23,271.45 
GILD Gilead Sciences Inc.
+3.49%
+$20,516.04 
CRM Salesforce Inc
+3.4%
+$10,674.67 
MRK Merck & Co., Inc.
+3.29%
+$22,930.67 
BMY Bristol-Myers Squibb Company
+3.06%
+$20,282.4 
KHC The Kraft Heinz Company
+3.06%
+$10,045.62 
PCAR PACCAR Inc.
+2.86%
+$10,521.28 
CL Colgate-Palmolive Company
+2.85%
+$11,269.23 
DIS The Walt Disney Company
+2.66%
+$15,363.9 
T AT&T Inc.
+2.61%
+$11,683.84 
VDC VANGUARD CONSUMER STAPLES ETF
+2.61%
+$24,544 
CMCSA Comcast Corp
+2.6%
+$9,751.46 
TJX The TJX Companies, Inc.
+2.52%
+$6,513.2 
VZ Verizon Communications Inc.
+2.42%
+$10,285.83 
MPC Marathon Petroleum Corporation
+2.23%
+$10,718.69 
REGN Regeneron Pharmaceuticals, Inc.
+2.18%
+$6,781.32 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$263,722.14 
DHI D.R. Horton, Inc.
+1.9%
+$5,751.36 
UBER Uber Technologies, Inc.
+1.88%
+$22,556.62 
COWZ Pacer US Cash Cows 100 ETF
+1.87%
+$76,611.6 
HCA HCA Healthcare Inc.
+1.8%
+$7,603.05 
AAPL Apple Inc.
+1.76%
+$7,862.4 
CAH Cardinal Health Inc.
+1.68%
+$5,572.06 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+1.57%
+$32,438 
MSFT Microsoft Corp.
+1.38%
+$4,633.1 
TGT Target Corporation
+1.36%
+$8,168.6 
PFE Pfizer Inc.
+1.29%
+$6,980.48 
CVX Chevron Corporation
+1.26%
+$8,422.32 
SHOP Shopify Inc.
+1.25%
+$15,965 
COP ConocoPhillips
+1.24%
+$6,084.31 
XOM Exxon Mobil Corporation
+1%
+$7,450.42 
BKNG Booking Holdings Inc.
+0.99%
+$5,249 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$21,390.01 
GD General Dynamics Corporation
+0.87%
+$4,324.35 
ADM Archer-Daniels-Midland Co
+0.85%
+$3,696 
ECOW Pacer Emerging Markets Cash Cows 100 ETF
+0.79%
+$44,086.18 
BRK-A Berkshire Hathaway Inc.
+0.75%
+$11,009.1 
EOG EOG Resources, Inc.
+0.73%
+$2,078 
EL The Estée Lauder Companies Inc. Class A
+0.66%
+$2,700 
VTV Vanguard Value ETF
+0.57%
+$34,223.72 
XLU Utilities Select Sector SPDR Fund
+0.55%
+$5,314.75 
ELF Elf Beauty Inc.
+0.34%
+$14,552.73 
VB Vanguard Small-Cap ETF
+0.24%
+$13,614.77 
FANG Diamondback Energy Inc
+0.2%
+$1,033.04 
WBD Warner Bros. Discovery, Inc.
+0.07%
+$359.86 
LVHI Franklin International Low Volatility High Dividend ETF
+0.06%
+$3,313.9 
ICOW Pacer Developed Markets International ETF
+0.05%
+$2,566.76 
BKDV BNY Mellon Dynamic Value ETF
+0.03%
+$810.46 
F Ford Motor Company
0%
$0 
RAINW Rain Enhancement Technologies Inc. Warrants
-13.79%
-$882.05 
IONQ IonQ, Inc.
-6.37%
-$119,500 
ODD Oddity Tech Ltd.
-6.25%
-$43,600 
LEU Centrus Energy Corp.
-6.03%
-$82,788.71 
AMD Advanced Micro Devices, Inc.
-5.33%
-$288,373.2 
NEM Newmont Corporation
-4.6%
-$27,221.7 
GOOG Alphabet Inc
-4.43%
-$84,952 
QCOM QUALCOMM Incorporated
-4.1%
-$24,618.33 
QLD ProShares Ultra QQQ
-3.24%
-$19,613.88 
AMAT Applied Materials, Inc.
-3.19%
-$13,394 
CNEQ Alger Concentrated Equity ETF
-2.83%
-$35,532.85 
GLD SPDR Gold Shares
-1.98%
-$3,859.75 
UAL United Airlines Holdings, Inc.
-1.76%
-$7,927.86 
CRWD CrowdStrike Holdings, Inc.
-1.46%
-$48,400.8 
GSAT Globalstar, Inc.
-1.24%
-$433,332 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$41,893.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.12%
-$17,066.37 
SLB Schlumberger Limited
-0.97%
-$4,876.46 
EFA iShares MSCI EAFE ETF
-0.84%
-$104,689.37 
NOW ServiceNow, Inc.
-0.71%
-$11,100 
PTON Peloton Interactive, Inc.
-0.63%
-$1,234 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$30,845.55 
GPIX S&P 500 Core Premium Income Fund
-0.41%
-$24,248.21 
DTH WisdomTree International High Dividend Fund
-0.4%
-$21,937.5 
ABNB Airbnb, Inc.
-0.39%
-$1,863.54 
GFEB FT VEST US Equity Moderate Fund
-0.29%
-$4,289.48 
GSEP FT Vest US Equity Moderate B Fund
-0.24%
-$1,581.5 
OXY Occidental Petroleum Corporation
-0.22%
-$697.68 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.22%
-$3,277.2 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.2%
-$1,300 
JHMU John Hancock Dynamic Municipal Bond ETF
-0.17%
-$1,540 
FSEP FT Vest U.S. Equity Buffer E Fund
-0.11%
-$1,347.6 
PHYL PGIM Active High Yield Bond ETF
-0.06%
-$3,070.76 
IDOG Alps International Sector Dividend Dogs ETF
-0.05%
-$2,687.82 
TLT iShares 20+ Year Treasury Bond ETF
-0.04%
-$580.98 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 519 | Longs Won 327/519 63% | Profit Factor 8.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $193,909.33 | Best Trade (Jul 15) $22.81M | Sharpe Ratio -10.9 |
| Average Loss -$40,584.11 | Worst Trade (Jul 16) -$1.06M | Z-Score 3.73 (99.98%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $107,160.31 |
| 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% | 0.03% | 2.04% |
| Consecutive Losing Trades | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
