Luis A. Galdamez Portfolio
Invests via Valtrion Capital Management LLC | Managed by Luis A. Galdamez
Invests via Valtrion Capital Management LLC
Managed by Luis A. Galdamez
Automatically Tracked
Seasoned Latin American investment and corporate finance specialist focused on private equity, cross-border transactions and restructuring. Luis A. Galdamez combines operating and advisory experience across portfolio company strategy, capital raising and investor relations. Regularly engaged with growth equity, buyouts and strategic restructurings; known for structuring complex deals and active board-level oversight.
Seasoned Latin American investment and corporate finance specialist focused on private equity, cross-border transactions and restructuring. Luis A. Galdamez combines operating and advisory experience across portfolio company strategy, capital raising and investor relations. Regularly engaged with growth equity, buyouts and strategic restructurings; known for structuring complex deals and active board-level oversight.
Investment Philosophy & Strategy
Focuses on value-oriented private equity and growth investments across Latin America, prioritizing cross-border transactions and complex restructurings where operational improvement and capital structure optimization unlock upside. Employs a pragmatic, event-driven approach with a medium-to-long horizon, disciplined underwriting and active board-level engagement to drive governance and execution. Allocates capital to cash-flow resilient businesses and change-ready sectors, leveraging deal-structuring creativity, stakeholder alignment and operating experience to de-risk investments and accelerate value realization.
Focuses on value-oriented private equity and growth investments across Latin America, prioritizing cross-border transactions and complex restructurings where operational improvement and capital structure optimization unlock upside. Employs a pragmatic, event-driven approach with a medium-to-long horizon, disciplined underwriting and active board-level engagement to drive governance and execution. Allocates capital to cash-flow resilient businesses and change-ready sectors, leveraging deal-structuring creativity, stakeholder alignment and operating experience to de-risk investments and accelerate value realization.
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:
30.8%
Gain +0.69%
Monthly
1.26%
Yearly
16.19%
Drawdown
14.58%
$137.73M
Equity
Holdings
$137.73M
Investment
$116.14M
$23.34M
Profit +$686,868.67
Realized
$1.75M
Unrealized
$21.59M
Dividends
$3.21M
Goals
Avg. 79.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$686,868.67
Win %
65%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$787,476.06
Win %
65%
This Month
Compared to last month
Gain
1.48%
Profit
$2.01M
Win %
65%
This Year
Compared to last year
Gain
2.93%
Profit
$3.92M
Win %
67%
NOW ServiceNow, Inc.
+6.1%
+$58,499 
PII Polaris Inc.
+5.52%
+$9,084.24 
ABNB Airbnb, Inc.
+4.35%
+$22,137.16 
SHW The Sherwin-Williams Company
+3.82%
+$16,101.09 
CTRN Citi Trends Inc.
+3.69%
+$6,812.74 
WSM Williams-Sonoma, Inc.
+3.64%
+$37,335.06 
ADBE Adobe Inc.
+3.53%
+$14,364.98 
WM Waste Management, Inc.
+3.52%
+$23,976.19 
BX Blackstone Inc.
+3.29%
+$13,384 
MP MP Materials Corp.
+3.23%
+$8,682.32 
NFLX Netflix, Inc.
+3.12%
+$8,041.64 
SBUX Starbucks Corporation
+3.08%
+$6,919.57 
ORCL Oracle Corporation
+2.96%
+$7,745.46 
V Visa Inc. Class A
+2.87%
+$14,096.25 
UBER Uber Technologies, Inc.
+2.83%
+$12,506.76 
BMY Bristol-Myers Squibb Company
+2.83%
+$5,822.3 
ADP Automatic Data Processing Inc.
+2.53%
+$7,684.8 
SHOP Shopify Inc.
+2.34%
+$14,632.88 
BXSL Blackstone Secured Lending Fund
+2.23%
+$9,068.3 
DIS The Walt Disney Company
+2.13%
+$13,353.92 
BIZD VanEck BDC Income ETF
+1.96%
+$4,363.01 
AIZ Assurant Inc.
+1.91%
+$11,822.57 
ISRG Intuitive Surgical, Inc.
+1.9%
+$7,246.94 
LMT Lockheed Martin Corporation
+1.85%
+$5,185.8 
GPC Genuine Parts Company
+1.81%
+$8,180.06 
UPS United Parcel Service, Inc.
+1.76%
+$3,721.38 
MCD McDonald's Corporation
+1.7%
+$6,548.84 
ARKK ARK Innovation ETF Fund
+1.51%
+$25,020.6 
TLT iShares 20+ Year Treasury Bond ETF
+1.48%
+$22,015.01 
ABBV AbbVie Inc.
+1.37%
+$8,364.4 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.35%
+$18,178.9 
MSFT Microsoft Corp.
+1.28%
+$24,317.5 
VIOO Vanguard S&P Small-Cap 600 ETF
+1.27%
+$3,644.8 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
+1.26%
+$18,446.9 
GS The Goldman Sachs Group, Inc.
+1.24%
+$3,595.98 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.24%
+$189,920.57 
CB Chubb Limited
+1.22%
+$4,558.21 
IWM iShares Russell 2000 ETF
+1.16%
+$6,584.58 
APD Air Products and Chemicals, Inc.
+1.01%
+$2,995.52 
TRV The Travelers Companies, Inc.
+0.98%
+$11,099.49 
REZ iShares Residential and Multisector Real Estate ETF
+0.97%
+$13,049.01 
ITW Illinois Tool Works Inc.
+0.92%
+$4,166.16 
ED Consolidated Edison, Inc.
+0.79%
+$2,529.96 
IWD iShares Russell 1000 Value ETF
+0.79%
+$1,937.64 
MUB iShares National Muni Bond ETF
+0.79%
+$5,365.6 
UNP Union Pacific Corporation
+0.76%
+$3,224.22 
IEF iShares 7-10 Year Treasury Bond ETF
+0.75%
+$11,199.72 
PFF iShares Preferred and Income Securities ETF
+0.71%
+$9,336.73 
FCX Freeport-McMoRan Inc.
+0.68%
+$2,770.65 
MU Micron Technology, Inc.
+0.65%
+$3,421.25 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.64%
+$9,796.15 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$55,669.9 
IUSB iShares Core Universal USD Bond ETF
+0.56%
+$1,536.61 
CMI Cummins Inc.
+0.55%
+$7,097.44 
GD General Dynamics Corporation
+0.53%
+$3,696.74 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.51%
+$6,658.91 
GOOGL Alphabet Inc
+0.5%
+$5,188.88 
AMZN Amazon.com Inc
+0.5%
+$6,453.72 
ESGU iShares ESG Aware MSCI USA ETF
+0.44%
+$901.11 
NOC Northrop Grumman Corporation
+0.43%
+$2,202.06 
GOOG Alphabet Inc
+0.42%
+$3,840.48 
VONE Vanguard Russell 1000 ETF
+0.4%
+$1,093.68 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$2,253.66 
VOO Vanguard S&P 500 ETF
+0.35%
+$121,977.14 
KO The Coca-Cola Company
+0.34%
+$3,227.8 
IVV iShares Core S&P 500 ETF
+0.34%
+$5,374.24 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.32%
+$2,567.52 
EMR Emerson Electric Co.
+0.32%
+$2,796.32 
IXUS iShares Core International Stock ETF
+0.28%
+$5,066.8 
PG Procter & Gamble Co
+0.27%
+$842.1 
PEP PepsiCo, Inc.
+0.19%
+$587.5 
META Meta Platforms Inc Class A
+0.13%
+$1,562.16 
XSMO Invesco S&P SmallCap Momentum ETF
+0.13%
+$680 
MS Morgan Stanley
+0.12%
+$238.48 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
+0.1%
+$453.94 
VONG Vanguard Russell 1000 Growth Fund
+0.03%
+$762.86 
JNJ Johnson & Johnson
+0.01%
+$34.23 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-4.46%
-$19,714.9 
CRWD CrowdStrike Holdings, Inc.
-2.83%
-$83,979.6 
PM Philip Morris International Inc.
-2.8%
-$24,543.36 
DDOG Datadog, Inc. Class A Common Stock
-2.53%
-$7,647.62 
VDE Vanguard Energy ETF
-1.81%
-$12,298.86 
CEG Constellation Energy Corporation
-1.64%
-$6,870.02 
PANW Palo Alto Networks, Inc.
-1.59%
-$48,339.17 
CVX Chevron Corporation
-1.49%
-$5,636.4 
CIEN Ciena Corporation
-1.48%
-$2,917.76 
NVDA NVIDIA Corporation
-1.4%
-$23,134.83 
AMD Advanced Micro Devices, Inc.
-1.28%
-$4,108.76 
TSLA Tesla, Inc.
-1.18%
-$9,248.52 
ET Energy Transfer L.P.
-1.16%
-$4,013.57 
AVGO Broadcom Inc.
-0.87%
-$19,634.23 
AMLP Alerian MLP ETF
-0.77%
-$10,725.21 
XLK State Street Technology Select Sector SPDR ETF
-0.75%
-$3,253.24 
CIBR First Trust NASDAQ Cybersecurity ETF
-0.74%
-$15,008.84 
SNOW Snowflake Inc.
-0.72%
-$4,604.85 
VGT Vanguard Information Technology ETF
-0.54%
-$2,418.9 
CL Colgate-Palmolive Company
-0.51%
-$1,694.8 
EPD Enterprise Products Partners L.P.
-0.44%
-$1,108.53 
PLTR Palantir Technologies Inc.
-0.37%
-$2,380.15 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$315.88 
AFL Aflac Inc.
-0.05%
-$486.12 
AAPL Apple Inc.
0%
-$93.77 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 316/494 63% | Profit Factor 9.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $254,677.62 |
| Average Win $82,586.4 | Best Trade (Oct 15) $4.74M | Sharpe Ratio -43.56 |
| Average Loss -$15,478.14 | Worst Trade (Oct 14) -$266,948.4 | Z-Score 6.43 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1d | Expectancy $47,251.4 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,929 | 8,036 | 7,143 | 6,250 | 5,357 | 4,464 | 3,571 | 2,679 | 1,786 | 893 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,386 | $2.43M | $3.22M | - | $791,416.47 | 32.6% | -0.003% |
| ABBV AbbVie Inc. | 2,167 | $390,689.47 | $618,916.65 | - | $228,227.18 | 58.42% | +1.37% |
| ABNB Airbnb, Inc. | 3,045 | $414,220.15 | $530,834.85 | - | $116,614.7 | 28.15% | +4.352% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,698 | $560,096.64 | $797,749.86 | - | $237,653.22 | 42.43% | +0.323% |
| ADBE Adobe Inc. | 1,690 | $477,566.15 | $421,114.2 | - | -$56,451.95 | -11.82% | +3.532% |
| ADP Automatic Data Processing Inc. | 1,082 | $307,737.06 | $310,991.04 | - | $3,253.98 | 1.06% | +2.534% |
| AFL Aflac Inc. | 8,102 | $841,874.99 | $957,251.3 | - | $115,376.31 | 13.7% | -0.051% |
| AIZ Assurant Inc. | 2,237 | $483,680.48 | $629,972.75 | - | $146,292.27 | 30.25% | +1.913% |
| AMD Advanced Micro Devices, Inc. | 564 | $114,734.42 | $317,833.72 | - | $203,099.3 | 177.02% | -1.276% |
| AMLP Alerian MLP ETF | 26,482 | $1.31M | $1.38M | - | $63,601.07 | 4.84% | -0.773% |
| AMZN Amazon.com Inc | 5,122 | $1.13M | $1.31M | - | $178,086.84 | 15.76% | +0.496% |
| APD Air Products and Chemicals, Inc. | 1,012 | $290,606.08 | $299,035.88 | - | $8,429.8 | 2.9% | +1.012% |
| ARKK ARK Innovation ETF Fund | 19,624 | $1.14M | $1.68M | - | $540,260.31 | 47.28% | +1.509% |
| AVGO Broadcom Inc. | 6,523 | $2.42M | $2.24M | - | -$182,061.42 | -7.52% | -0.869% |
| BIZD VanEck BDC Income ETF | 18,566 | $274,775.63 | $227,526.33 | - | -$47,249.3 | -17.2% | +1.955% |
| BMY Bristol-Myers Squibb Company | 3,476 | $200,287 | $211,879.58 | - | $11,592.58 | 5.79% | +2.826% |
| BND Vanguard Total Bond Market Index Fund | 130,988 | $9.49M | $9.28M | - | -$216,210.38 | -2.28% | +0.604% |
| BX Blackstone Inc. | 3,824 | $534,548.66 | $419,531.04 | - | -$115,017.62 | -21.52% | +3.295% |
| BXSL Blackstone Secured Lending Fund | 17,110 | $528,327.6 | $415,601.9 | - | -$112,725.7 | -21.34% | +2.231% |
| CB Chubb Limited | 1,065 | $299,888.31 | $377,467.95 | - | $77,579.64 | 25.87% | +1.222% |
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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 Luis A. Galdamez?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Total Bond Market Index Fund - $499,486.41, Vanguard S&P 500 ETF - $482,019.46, Advanced Micro Devices, Inc - $386,916.74, ProShares S&P 500 Dividend Aristocrats ETF - $342,486.45, and Micron Technology, Inc - $323,032.13. 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: Salesforce Inc - $112,317.06, Informatica Inc - $59,250, General Mills, Inc - $48,619.4, DocuSign Inc - $48,424.03, and VanEck BDC Income ETF - $44,762.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Luis A. Galdamez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.21M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $498,322.36, Vanguard S&P 500 ETF - $482,019.46, ProShares S&P 500 Dividend Aristocrats ETF - $305,050.76, iShares 10+ Year Investment Grade Corporate Bond ETF - $105,662.02, and iShares 5-10 Year Investment Grade Corporate Bond ETF - $99,029.8. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Luis A. Galdamez's monthly returns?
Luis A. Galdamez'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 Luis A. Galdamez's strategy be considered aggressive or moderate?
Luis A. Galdamez'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 Luis A. Galdamez's strategy?
Luis A. Galdamez'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.
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