LA
Lina Arias Portfolio
Invests via Stelac Advisory Services LLC | Managed by Lina Arias
Invests via Stelac Advisory Services LLC
Managed by Lina Arias
Automatically Tracked
Lina Arias Profile
Lina Arias stands out in the financial sector as an accomplished entrepreneur and seasoned executive. With extensive experience in launching innovative business ventures, she has significantly impacted various industries through strategic leadership and operational excellence. Her adeptness at identifying market opportunities has led her to establish successful enterprises that address pressing consumer needs. Notably, Lina's ability to navigate complex regulatory environments enhances her effectiveness in fostering sustainable growth within organizations. As a forward-thinking leader, she continually seeks ways to elevate business practices while promoting inclusivity and diversity within the workplace.
Lina Arias stands out in the financial sector as an accomplished entrepreneur and seasoned executive. With extensive experience in launching innovative business ventures, she has significantly impacted various industries through strategic leadership and operational excellence. Her adeptness at identifying market opportunities has led her to establish successful enterprises that address pressing consumer needs. Notably, Lina's ability to navigate complex regulatory environments enhances her effectiveness in fostering sustainable growth within organizations. As a forward-thinking leader, she continually seeks ways to elevate business practices while promoting inclusivity and diversity within the workplace.
Investment Philosophy & Strategy
Growth-oriented investors frequently seek individuals like Lina Arias, who blend entrepreneurial spirit with a strategic mindset. Her extensive operational expertise drives her approach to investment opportunities, focusing on ventures that demonstrate scalability and innovative solutions. With a keen eye for market dynamics, she prioritizes initiatives that not only meet consumer demands but also contribute positively to society. The ability to foster collaboration among diverse teams is essential in her decision-making process, further enhancing organizational performance. By championing inclusive growth strategies, she aims to create sustainable value across the sectors in which she engages.
Growth-oriented investors frequently seek individuals like Lina Arias, who blend entrepreneurial spirit with a strategic mindset. Her extensive operational expertise drives her approach to investment opportunities, focusing on ventures that demonstrate scalability and innovative solutions. With a keen eye for market dynamics, she prioritizes initiatives that not only meet consumer demands but also contribute positively to society. The ability to foster collaboration among diverse teams is essential in her decision-making process, further enhancing organizational performance. By championing inclusive growth strategies, she aims to create sustainable value across the sectors in which she engages.
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:
67.69%
Gain +0.71%
Monthly
0.68%
Yearly
8.44%
Drawdown
22.58%
$555.19M
Equity
Holdings
$555.19M
Investment
$445.69M
$270.97M
Profit +$2.73M
Realized
$161.47M
Unrealized
$109.5M
Dividends
$90.84M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.71%
Profit
$2.73M
Win %
75%
This Week
Compared To Last Week
Gain
0.49%
Profit
$2.73M
Win %
75%
This Month
Compared to last month
Gain
-0.8%
Profit
-$4.5M
Win %
75%
This Year
Compared to last year
Gain
12.25%
Profit
$60.61M
Win %
74%
TSLA Tesla, Inc.
+5.92%
+$27,958.73 
MU Micron Technology Inc.
+3.88%
+$16,917.87 
LRCX Lam Research Corp.
+3.86%
+$6,566.31 
AMAT Applied Materials Inc.
+3.6%
+$301,301.94 
SOXX iShares Semiconductor ETF
+3.54%
+$8,470 
BUG Global X Cybersecurity ETF
+3.46%
+$29,856.34 
VRT Vertiv Holdings Co Class A Common Stock
+3.22%
+$262,237.24 
KLAC KLA Corporation
+3.12%
+$5,460 
PH Parker-Hannifin Corporation
+2.92%
+$201,589.43 
AVGO Broadcom Inc.
+2.83%
+$175,109.95 
GS The Goldman Sachs Group, Inc.
+2.63%
+$5,495.81 
FTNT Fortinet, Inc.
+2.55%
+$131,953.03 
NVDA NVIDIA Corporation
+2.45%
+$753,314.07 
CRWD CrowdStrike Holdings, Inc.
+2.41%
+$429,731.31 
LULU lululemon athletica inc.
+2.31%
+$119,754.46 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.23%
+$167,617.06 
ITA iShares U.S. Aerospace & Defense ETF
+2.18%
+$4,806.9 
APO Apollo Global Management Inc.
+2.12%
+$96,262.03 
GFI Gold Fields Ltd. Sponsored ADR
+1.97%
+$1,904 
XLK State Street Technology Select Sector SPDR ETF
+1.92%
+$63,261.44 
ASML ASML Holding N.V. NY Registered Shares
+1.6%
+$1,916.72 
HUN Huntsman Corporation
+1.53%
+$1,129.95 
EWY iShares MSCI South Korea ETF
+1.52%
+$4,751.82 
XLI State Street Industrial Select Sector SPDR ETF
+1.51%
+$5,667.24 
DRIV Global X Autonomous & Electric Vehicles ETF
+1.5%
+$3,424.08 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.48%
+$11,689.37 
VIS Vanguard Industrials ETF
+1.46%
+$4,107.52 
MSFT Microsoft Corporation Common Stock
+1.46%
+$321,559.06 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.45%
+$65,019.24 
BLK BlackRock, Inc.
+1.32%
+$45,433.12 
QCOM QUALCOMM Incorporated
+1.32%
+$47,042.64 
QQQ Invesco QQQ Trust, Series 1
+1.29%
+$30,813.79 
IVW iShares S&P 500 Growth ETF
+1.22%
+$3,320 
PIZ Invesco Dorsey Wright Developed Markets Momentum ETF
+1.2%
+$4,205 
JPM JPMorgan Chase & Co.
+1.15%
+$3,246.57 
WELL Welltower Inc.
+1.15%
+$1,411.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.12%
+$2,700 
NXTG First Trust Indxx NextG ETF
+0.97%
+$9,162.46 
URA Global X Uranium ETF
+0.89%
+$827.47 
EWT iShares MSCI Taiwan ETF
+0.86%
+$3,419.09 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.8%
+$4,224.9 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$77,240.28 
IJH iShares Core S&P Mid-Cap ETF
+0.8%
+$32,229.33 
SPY State Street SPDR S&P 500 ETF Trust
+0.74%
+$131,354.3 
VOO Vanguard S&P 500 ETF
+0.74%
+$120,360.18 
IGV iShares Expanded Tech-Software Sector ETF
+0.73%
+$4,744.98 
RIO Rio Tinto plc ADR
+0.73%
+$29,513.02 
LLY Eli Lilly and Company
+0.69%
+$126,100.78 
VGK Vanguard FTSE Europe ETF
+0.66%
+$139,860.9 
XOM ExxonMobil Holdings Corporation
+0.64%
+$788.23 
WCLD WisdomTree Cloud Computing Fund
+0.6%
+$1,557.08 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$3,996.45 
IWM iShares Russell 2000 ETF
+0.6%
+$4,850.81 
IEV iShares Europe ETF
+0.59%
+$8,458.38 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$930.05 
IEUR iShares Core MSCI Europe ETF
+0.57%
+$1,220.94 
AMP Ameriprise Financial Inc.
+0.57%
+$27,132.75 
EFA iShares MSCI EAFE ETF
+0.56%
+$5,460.7 
VNQI Vanguard Global ex-U.S. Real Estate ETF
+0.55%
+$2,797.44 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$927.3 
NKE Nike, Inc. Class B Common Stock
+0.54%
+$9,990.8 
IWR iShares Russell Mid-Cap ETF
+0.51%
+$2,100 
EWJ iShares MSCI Japan ETF
+0.51%
+$34,712.3 
SRVR Pacer Data & Infrastructure Real Estate ETF
+0.51%
+$2,380 
EWC iShares MSCI Canada ETF
+0.5%
+$13,283.06 
EPP iShares MSCI Pacific ex Japan ETF
+0.5%
+$14,181.48 
COP ConocoPhillips
+0.49%
+$989.38 
VTV Vanguard Morningstar Value ETF
+0.49%
+$4,444 
XLE State Street Energy Select Sector SPDR ETF
+0.46%
+$1,568 
GLD SPDR Gold Shares
+0.44%
+$6,408.04 
EPI WisdomTree India Earnings Fund
+0.41%
+$26,324.1 
AMZN Amazon.com Inc
+0.4%
+$65,613.24 
SPG Simon Property Group Inc.
+0.38%
+$666.4 
JEPI JPMorgan Equity Premium Income ETF
+0.38%
+$28,368.6 
HTEC Robo Global Healthcare Technology and Innovation ETF
+0.36%
+$2,048 
XLF State Street Financial Select Sector SPDR ETF
+0.35%
+$1,653.8 
DIA State Street SPDR Dow Jones Industrial Average ETF Trust
+0.34%
+$14,758.26 
KKR Korro Bio, Inc.
+0.33%
+$426.9 
BABA Alibaba Group Holding Ltd. ADR
+0.3%
+$17,602.35 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$28,236.08 
BX Blackstone Inc.
+0.28%
+$444.18 
SNY Sanofi ADR
+0.26%
+$6,221.05 
IVE iShares S&P 500 Value ETF
+0.26%
+$404.06 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.23%
+$374.93 
VNQ Vanguard Real Estate ETF
+0.23%
+$5,220.81 
MBB iShares MBS ETF
+0.21%
+$4,026.48 
ABT Abbott Laboratories
+0.21%
+$4,913.18 
IGF iShares Global Infrastructure ETF
+0.15%
+$5,696.96 
FSUN FirstSun Capital Bancorp Common Stock
+0.14%
+$34,303.72 
CG The Carlyle Group Inc.
+0.13%
+$179.5 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.11%
+$6,407.64 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$297.92 
GOVT iShares U.S. Treasury Bond ETF
+0.09%
+$743.98 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.08%
+$508.72 
IEF iShares 7-10 Year Treasury Bond ETF
+0.08%
+$195.29 
FLOT iShares Floating Rate Bond ETF
+0.05%
+$324.32 
TIP iShares TIPS Bond ETF
+0.02%
+$1,563.47 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$1,456.88 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$77.5 
APLS Apellis Pharmaceuticals Inc.
0%
$0 
BKLN Invesco Senior Loan ETF
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
BAK Braskem S.A. Sponsored ADR Class A
-35.88%
-$24,456.12 
EWZ iShares MSCI Brazil ETF
-20.25%
-$32,024.62 
GGAL Grupo Financiero Galicia S.A. ADR
-6.44%
-$29,768 
ENPH Enphase Energy, Inc.
-5.17%
-$159,273.52 
NFLX Netflix Inc.
-4.22%
-$71,943.62 
PYPL PayPal Holdings, Inc.
-4.16%
-$6,095.64 
ADBE Adobe Inc.
-3.48%
-$89,495.92 
AVAL Grupo Aval Acciones y Valores S.A. ADR
-3.46%
-$4,271.25 
FISV Fiserv, Inc.
-3.21%
-$31,817.6 
MRK Merck & Co., Inc.
-2.99%
-$165,028.5 
RH RH Inc.
-2.91%
-$10,631.97 
TDOC Teladoc Health Inc.
-2.6%
-$3,451.8 
FINX Global X FinTech ETF
-2.05%
-$6,749.94 
PDD PDD Holdings Inc. American Depositary Receipt
-2%
-$43,500.35 
UNH UnitedHealth Group Inc.
-1.94%
-$152,396.08 
MA Mastercard Inc. Class A Common Stock
-1.52%
-$52,936.21 
META Meta Platforms Inc Class A
-1.45%
-$58,592.4 
IBIT iShares Bitcoin Trust ETF
-1.37%
-$31,675.14 
NIO NIO Inc. American Depositary Shares
-1.37%
-$761.4 
EPHE iShares MSCI Philippines ETF
-1.35%
-$1,270.02 
AAPL Apple Inc.
-1.33%
-$100,445.3 
UBER Uber Technologies Inc.
-1.15%
-$1,166.55 
PG The Procter & Gamble Company
-1.15%
-$1,992.45 
ABNB Airbnb Inc. Class A Common Stock
-1.04%
-$3,230.94 
V Visa Inc. Class A
-0.9%
-$33,327.36 
RSPS Invesco Equally-Weighted S&P 500 Fund
-0.89%
-$14,660.24 
UPS United Parcel Service, Inc. Class B Common Stock
-0.88%
-$84,143.27 
VNM VanEck Vietnam ETF
-0.84%
-$1,167.11 
GOOG Alphabet Inc
-0.82%
-$8,909.31 
GOOGL Alphabet Inc
-0.75%
-$322,169.87 
PFE Pfizer Inc.
-0.75%
-$28,507.18 
BLOK Amplify Blockchain Technology ETF
-0.69%
-$5,545.93 
PEJ Invesco Dynamic Leisure and Entertainment ETF
-0.65%
-$748.85 
ZTS Zoetis Inc. Class A Common Stock
-0.64%
-$5,203.11 
VDC Vanguard Consumer Staples ETF
-0.53%
-$16,217.9 
VWO Vanguard FTSE Emerging Markets ETF
-0.42%
-$1,864.8 
PLD Prologis, Inc.
-0.42%
-$64,907.51 
EWM iShares MSCI Malaysia ETF
-0.37%
-$410 
IEMG iShares Core MSCI Emerging Markets ETF
-0.31%
-$4,111.09 
ORCL Oracle Corporation
-0.31%
-$7,478.25 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.25%
-$4,633.58 
SNEX StoneX Group Inc.
-0.25%
-$806.4 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.24%
-$11,727.84 
WMT Walmart Inc.
-0.22%
-$498.46 
VFLO VictoryShares Free Cash Flow ETF
-0.2%
-$491.15 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.2%
-$3,961.02 
XLV State Street Health Care Select Sector SPDR ETF
-0.19%
-$425.68 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.16%
-$925.44 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.15%
-$185.36 
EEM iShares MSCI Emerging Markets ETF
-0.13%
-$8,103.43 
XLU State Street Utilities Select Sector SPDR ETF
-0.13%
-$691.35 
VHT Vanguard Health Care ETF
-0.12%
-$215.06 
DVY iShares Select Dividend ETF
-0.11%
-$9,549.18 
NVO Novo Nordisk A/S Sponsored ADR
-0.09%
-$2,103.68 
INDS Pacer Industrial Real Estate ETF
-0.08%
-$506.22 
JFLX JPMorgan Flexible Debt ETF
-0.06%
-$212.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$62.95 
KO The Coca-Cola Company
-0.05%
-$132.66 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$449 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
-0.02%
-$20.55 
IEI iShares 3-7 Year Treasury Bond ETF
-0.01%
-$108.34 Events
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Dividends
Dividend Analysis
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| Trades 4277 | Longs Won 2702/4277 63% | Profit Factor 3.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $500,472.34 |
| Average Win $134,393.67 | Best Trade (Oct 21) $13.43M | Sharpe Ratio -35.44 |
| Average Loss -$58,512.88 | Worst Trade (Oct 26) -$5.67M | Z-Score -14.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 2d | Expectancy $63,356.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,524 | 8,571 | 7,619 | 6,667 | 5,714 | 4,762 | 3,810 | 2,857 | 1,905 | 952 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,671 | $5.11M | $7.44M | - | $2.32M | 45.37% | -1.333% |
| ABNB Airbnb Inc. Class A Common Stock | 1,805 | $336,120.96 | $307,247.1 | - | -$28,873.86 | -8.59% | -1.041% |
| ABT Abbott Laboratories | 22,852 | $2.35M | $2.37M | - | $28,450.74 | 1.21% | +0.207% |
| ADBE Adobe Inc. | 9,749 | $2.37M | $2.48M | - | $112,698.44 | 4.76% | -3.48% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,136 | $304,411.52 | $301,228.48 | - | -$3,183.04 | -1.05% | +0.099% |
| AMAT Applied Materials Inc. | 22,179 | $7.54M | $8.67M | - | $1.13M | 14.92% | +3.601% |
| AMP Ameriprise Financial Inc. | 9,725 | $4.32M | $4.81M | - | $491,890.5 | 11.38% | +0.567% |
| AMZN Amazon.com Inc | 66,276 | $13.44M | $16.5M | - | $3.06M | 22.81% | +0.399% |
| APLS Apellis Pharmaceuticals Inc. | 5,520 | $124.92 | $222.07 | - | $97.15 | 77.77% | 0.0 |
| APO Apollo Global Management Inc. | 40,277 | $5.71M | $4.64M | - | -$1.07M | -18.71% | +2.118% |
| ASML ASML Holding N.V. NY Registered Shares | 76 | $100,383.08 | $121,373.52 | - | $20,990.44 | 20.91% | +1.605% |
| AVAL Grupo Aval Acciones y Valores S.A. ADR | 25,125 | $110,550 | $119,092.5 | - | $8,542.5 | 7.73% | -3.462% |
| AVGO Broadcom Inc. | 19,264 | $5.83M | $6.37M | - | $537,451.98 | 9.21% | +2.826% |
| BABA Alibaba Group Holding Ltd. ADR | 59,669 | $12.01M | $5.96M | - | -$6.04M | -50.33% | +0.296% |
| BAK Braskem S.A. Sponsored ADR Class A | 40,092 | $146,736.72 | $43,700.28 | - | -$103,036.44 | -70.22% | -35.882% |
| BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF | 145,688 | $13.35M | $13.35M | - | - | - | +0.011% |
| BKLN Invesco Senior Loan ETF | 27,747 | $583,271.22 | $562,154.22 | - | -$21,117 | -3.62% | 0.0 |
| BLK BlackRock, Inc. | 3,075 | $2.96M | $3.48M | - | $526,793.62 | 17.81% | +1.321% |
| BLOK Amplify Blockchain Technology ETF | 14,989 | $645,469.13 | $798,613.92 | - | $153,144.79 | 23.73% | -0.69% |
| BOTZ Global X Robotics & Artificial Intelligence ETF | 15,943 | $499,139.94 | $530,662.75 | - | $31,522.81 | 6.32% | +0.803% |
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FAQ
Which stocks have generated the highest profits for Lina Arias?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $79.07M, Vanguard FTSE Europe ETF - $16.89M, Vanguard Real Estate ETF - $13.1M, iShares Select Dividend ETF - $11.92M, and iShares MSCI Japan ETF - $11.27M. 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: The Walt Disney Company - $4.23M, Amazon.com Inc - $3.3M, iShares Global Clean Energy ETF - $3.07M, Meta Platforms Inc Class A - $2.72M, and KraneShares CSI China Internet ETF - $2.56M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lina Arias's portfolio generate?
The portfolio generates substantial dividend income, with a total of $90.84M earned over time. The largest contributors to dividend income include State Street SPDR S&P 500 ETF Trust - $13.13M, Vanguard FTSE Europe ETF - $12.06M, JPMorgan Alerian MLP Index ETN - $8.08M, Vanguard Real Estate ETF - $6.71M, and iShares Select Dividend ETF - $4.58M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lina Arias's monthly returns?
Lina Arias'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 Lina Arias's strategy be considered aggressive or moderate?
Lina Arias'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 Lina Arias's strategy?
Lina Arias'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.
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