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:
31.51%
Gain +0.37%
Monthly
1.38%
Yearly
17.87%
Drawdown
14.58%
$138.41M
Equity
Holdings
$138.41M
Investment
$116.14M
$24.02M
Profit +$331,850.44
Realized
$1.75M
Unrealized
$22.27M
Dividends
$2.82M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$331,850.44
Win %
71%
This Week
Compared To Last Week
Gain
0.24%
Profit
$331,850.44
Win %
71%
This Month
Compared to last month
Gain
3.58%
Profit
$4.78M
Win %
71%
This Year
Compared to last year
Gain
3.44%
Profit
$4.6M
Win %
71%
AMD Advanced Micro Devices, Inc.
+6.5%
+$17,698.32 
STX Seagate Technology Holdings plc
+5.65%
+$32,231.33 
MP MP Materials Corp.
+5.53%
+$20,731.48 
EPD Enterprise Products Partners L.P.
+2.31%
+$6,174.08 
MU Micron Technology, Inc.
+2.3%
+$12,552.22 
DIS The Walt Disney Company
+1.96%
+$11,799.8 
NOC Northrop Grumman Corporation
+1.94%
+$11,452.78 
LMT Lockheed Martin Corporation
+1.78%
+$5,719.11 
ET Energy Transfer L.P.
+1.4%
+$4,952.89 
CEG Constellation Energy Corporation
+1.39%
+$5,789.98 
VDE Vanguard Energy ETF
+1.38%
+$8,596.52 
DDOG Datadog, Inc. Class A Common Stock
+1.28%
+$3,616.06 
PII Polaris Inc.
+1.24%
+$2,767.6 
CVX Chevron Corporation
+1.16%
+$3,928.4 
APD Air Products and Chemicals, Inc.
+1.13%
+$3,491.41 
AMLP Alerian MLP ETF
+1.12%
+$16,154.02 
XSMO Invesco S&P SmallCap Momentum ETF
+0.95%
+$5,712 
PM Philip Morris International Inc.
+0.78%
+$6,306.28 
GD General Dynamics Corporation
+0.72%
+$5,840.24 
TSLA Tesla, Inc.
+0.68%
+$4,922.61 
IWM iShares Russell 2000 ETF
+0.52%
+$3,334.22 
AIZ Assurant Inc.
+0.52%
+$3,266 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.47%
+$1,503.46 
ED Consolidated Edison, Inc.
+0.38%
+$1,192.28 
KO The Coca-Cola Company
+0.33%
+$2,971.63 
AFL Aflac Inc.
+0.29%
+$2,835.72 
REZ iShares Residential and Multisector Real Estate ETF
+0.26%
+$3,815.5 
AAPL Apple Inc.
+0.22%
+$6,288.62 
MCD McDonald's Corporation
+0.21%
+$940.16 
PG Procter & Gamble Co
+0.2%
+$581.47 
WM Waste Management, Inc.
+0.15%
+$1,074.71 
PEP PepsiCo, Inc.
+0.12%
+$399.48 
TRV The Travelers Companies, Inc.
+0.1%
+$1,082.85 
UBER Uber Technologies, Inc.
+0.09%
+$446.67 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$161,966.22 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$102,204.96 
ORCL Oracle Corporation
-3.65%
-$11,422.8 
BX Blackstone Inc.
-3.61%
-$20,611.44 
CIEN Ciena Corporation
-3.17%
-$7,711.01 
PANW Palo Alto Networks, Inc.
-2.96%
-$95,212.49 
PLTR Palantir Technologies Inc.
-2.78%
-$15,918.91 
SHOP Shopify Inc.
-2.66%
-$15,248.58 
NOW ServiceNow, Inc.
-2.55%
-$22,262.5 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$50,679.2 
SNOW Snowflake Inc.
-2.51%
-$16,031.68 
ADBE Adobe Inc.
-2.39%
-$10,934.3 
ARKK ARK Innovation ETF Fund
-1.8%
-$29,239.8 
ISRG Intuitive Surgical, Inc.
-1.69%
-$6,131.3 
UNP Union Pacific Corporation
-1.38%
-$6,078.72 
BXSL Blackstone Secured Lending Fund
-1.32%
-$5,646.3 
BMY Bristol-Myers Squibb Company
-1.27%
-$2,850.32 
BIZD VanEck BDC Income ETF
-1.26%
-$3,156.22 
ADP Automatic Data Processing Inc.
-1.18%
-$3,538.16 
CL Colgate-Palmolive Company
-1.05%
-$3,496.64 
UPS United Parcel Service, Inc.
-0.98%
-$2,290.08 
AMZN Amazon.com Inc
-0.94%
-$12,702.61 
META Meta Platforms Inc Class A
-0.86%
-$8,637.42 
CTRN Citi Trends Inc.
-0.84%
-$2,397.78 
SBUX Starbucks Corporation
-0.79%
-$2,073.46 
SHW The Sherwin-Williams Company
-0.68%
-$3,182.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.67%
-$10,393.33 
JNJ Johnson & Johnson
-0.66%
-$1,973.9 
EMR Emerson Electric Co.
-0.63%
-$5,702.37 
ABNB Airbnb, Inc.
-0.58%
-$3,258.16 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.56%
-$8,587.35 
ABBV AbbVie Inc.
-0.54%
-$2,947.12 
FCX Freeport-McMoRan Inc.
-0.51%
-$2,004.3 
MS Morgan Stanley
-0.47%
-$1,105.68 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$1,741.17 
V Visa Inc. Class A
-0.36%
-$1,628.93 
WSM Williams-Sonoma, Inc.
-0.35%
-$3,640.38 
VGT Vanguard Information Technology ETF
-0.35%
-$1,575.95 
GS The Goldman Sachs Group, Inc.
-0.31%
-$1,056.08 
MSFT Microsoft Corp.
-0.3%
-$5,254.04 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.29%
-$4,521.3 
VONG Vanguard Russell 1000 Growth Fund
-0.29%
-$8,064.52 
MUB iShares National Muni Bond ETF
-0.28%
-$2,012.1 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$4,346.14 
CB Chubb Limited
-0.25%
-$915.89 
ESGU iShares ESG Aware MSCI USA ETF
-0.25%
-$514.92 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$687.94 
GPC Genuine Parts Company
-0.24%
-$1,099.88 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$22,267.96 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$3,112.34 
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF
-0.22%
-$981.89 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$1,268.94 
VOO Vanguard S&P 500 ETF
-0.19%
-$66,443.55 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,961.51 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$2,277.25 
VONE Vanguard Russell 1000 ETF
-0.14%
-$399.82 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$298 
GOOGL Alphabet Inc
-0.13%
-$1,372.64 
GOOG Alphabet Inc
-0.12%
-$1,066.77 
NFLX Netflix, Inc.
-0.1%
-$291.76 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$1,348.64 
NVDA NVIDIA Corporation
-0.06%
-$1,048.18 
ITW Illinois Tool Works Inc.
-0.06%
-$286.47 
CMI Cummins Inc.
-0.06%
-$853.6 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.05%
-$427.92 
IWD iShares Russell 1000 Value ETF
-0.05%
-$125.32 
IXUS iShares Core International Stock ETF
-0.02%
-$382.34 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$2,732.67 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 336/494 68% | Profit Factor 13.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $247,900.13 |
| Average Win $77,126.9 | Best Trade (Aug 15) $4.84M | Sharpe Ratio -43.55 |
| Average Loss -$11,960.52 | Worst Trade (Aug 19) -$344,689.15 | Z-Score 9.9 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $48,633.36 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,386 | $2.43M | $2.87M | - | $443,946.75 | 18.29% | +0.219% |
| ABBV AbbVie Inc. | 2,167 | $390,689.47 | $540,579.84 | - | $149,890.37 | 38.37% | -0.542% |
| ABNB Airbnb, Inc. | 3,045 | $414,220.15 | $560,462.69 | - | $146,242.54 | 35.31% | -0.578% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 10,698 | $560,096.64 | $833,053.26 | - | $272,956.62 | 48.73% | -0.051% |
| ADBE Adobe Inc. | 1,690 | $477,566.15 | $446,193.78 | - | -$31,372.37 | -6.57% | -2.392% |
| ADP Automatic Data Processing Inc. | 1,082 | $307,737.06 | $295,342.71 | - | -$12,394.35 | -4.03% | -1.184% |
| AFL Aflac Inc. | 8,102 | $841,874.99 | $983,987.9 | - | $142,112.91 | 16.88% | +0.289% |
| AIZ Assurant Inc. | 2,237 | $483,680.48 | $631,684.06 | - | $148,003.58 | 30.6% | +0.52% |
| AMD Advanced Micro Devices, Inc. | 564 | $114,734.42 | $290,115.97 | - | $175,381.55 | 152.86% | +6.497% |
| AMLP Alerian MLP ETF | 26,482 | $1.31M | $1.46M | - | $142,649.84 | 10.87% | +1.122% |
| AMZN Amazon.com Inc | 5,122 | $1.13M | $1.35M | - | $215,528.61 | 19.08% | -0.935% |
| APD Air Products and Chemicals, Inc. | 1,012 | $290,606.08 | $312,677.64 | - | $22,071.56 | 7.6% | +1.129% |
| ARKK ARK Innovation ETF Fund | 19,624 | $1.14M | $1.59M | - | $448,910.55 | 39.29% | -1.804% |
| AVGO Broadcom Inc. | 6,523 | $2.42M | $2.56M | - | $142,457.76 | 5.88% | -5.943% |
| BIZD VanEck BDC Income ETF | 18,566 | $274,775.63 | $248,227.42 | - | -$26,548.21 | -9.66% | -1.256% |
| BMY Bristol-Myers Squibb Company | 3,476 | $200,287 | $221,873.08 | - | $21,586.08 | 10.78% | -1.268% |
| BND Vanguard Total Bond Market Index Fund | 130,988 | $9.49M | $9.47M | - | -$21,693.2 | -0.23% | -0.235% |
| BX Blackstone Inc. | 3,824 | $534,548.66 | $550,388.28 | - | $15,839.62 | 2.96% | -3.61% |
| BXSL Blackstone Secured Lending Fund | 17,110 | $528,327.6 | $422,274.8 | - | -$106,052.8 | -20.07% | -1.319% |
| CB Chubb Limited | 1,065 | $299,888.31 | $365,976.61 | - | $66,088.3 | 22.04% | -0.25% |
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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 - $466,359.54, Vanguard S&P 500 ETF - $391,647.66, Advanced Micro Devices, Inc - $386,916.74, Micron Technology, Inc - $322,945.88, and ProShares S&P 500 Dividend Aristocrats ETF - $265,280.32. 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 $2.82M earned over time. The largest contributors to dividend income include Vanguard Total Bond Market Index Fund - $465,195.49, Vanguard S&P 500 ETF - $391,647.66, ProShares S&P 500 Dividend Aristocrats ETF - $227,844.63, iShares 10+ Year Investment Grade Corporate Bond ETF - $98,690.36, and Alerian MLP ETF - $96,325.57. 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.
