Arpan Shah Portfolio
Invests via XY Capital Ltd. | Managed by Arpan Shah
Invests via XY Capital Ltd.
Managed by Arpan Shah
Automatically Tracked
Arpan Shah Profile
Arpan Shah stands out as a dynamic entrepreneur and investor known for his deep commitment to innovative business solutions. With a strong background in technology and finance, he has successfully founded and led multiple startups, driving their growth trajectories in competitive markets. His expertise extends across various sectors, making him a sought-after mentor for emerging entrepreneurs seeking strategic direction. Active in capital-raising initiatives, Arpan plays a pivotal role in bridging the gap between nascent ideas and market viability. Through robust networking within entrepreneurial ecosystems, he continues to influence investment trends while shaping the future of entrepreneurship.
Arpan Shah stands out as a dynamic entrepreneur and investor known for his deep commitment to innovative business solutions. With a strong background in technology and finance, he has successfully founded and led multiple startups, driving their growth trajectories in competitive markets. His expertise extends across various sectors, making him a sought-after mentor for emerging entrepreneurs seeking strategic direction. Active in capital-raising initiatives, Arpan plays a pivotal role in bridging the gap between nascent ideas and market viability. Through robust networking within entrepreneurial ecosystems, he continues to influence investment trends while shaping the future of entrepreneurship.
Investment Philosophy & Strategy
Capitalizing on opportunities in the evolving tech landscape, Arpan Shah leverages his entrepreneurial acumen to identify and nurture startups poised for disruption. His approach is characterized by a keen understanding of market dynamics, allowing him to make calculated investments that align with innovative trends. By fostering collaboration within networks of entrepreneurs and investors, he enhances the potential for synergies that drive value creation. Committed to empowering founders with strategic insights, he champions projects that exhibit both scalability and uniqueness. This visionary's investment strategy embodies an unwavering belief in the transformative power of technology and creativity.
Capitalizing on opportunities in the evolving tech landscape, Arpan Shah leverages his entrepreneurial acumen to identify and nurture startups poised for disruption. His approach is characterized by a keen understanding of market dynamics, allowing him to make calculated investments that align with innovative trends. By fostering collaboration within networks of entrepreneurs and investors, he enhances the potential for synergies that drive value creation. Committed to empowering founders with strategic insights, he champions projects that exhibit both scalability and uniqueness. This visionary's investment strategy embodies an unwavering belief in the transformative power of technology and creativity.
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:
26.62%
Gain -0.06%
Monthly
0.62%
Yearly
7.69%
Drawdown
22.17%
$91.22M
Equity
Holdings
$91.22M
Investment
$87.6M
$28.29M
Profit -$58,611.7
Realized
$24.67M
Unrealized
$3.62M
Dividends
$7.38M
Goals
Avg. 98% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.06%
Profit
-$58,611.7
Win %
33%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$58,611.7
Win %
33%
This Month
Compared to last month
Gain
1.96%
Profit
$1.75M
Win %
33%
This Year
Compared to last year
Gain
4.81%
Profit
$4.19M
Win %
47%
RDY Dr. Reddy's Laboratories Ltd. ADR
+4.35%
+$19,861.65 
ING ING Groep N.V. Sponsored ADR
+1.87%
+$5,663.81 
ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR
+1.69%
+$2,597.58 
ASML ASML Holding N.V. NY Registered Shares
+1.64%
+$12,850 
AVGO Broadcom Inc.
+1.49%
+$616.62 
AEG Aegon Ltd. New York Registry Shares
+1.48%
+$7,140 
JPM JPMorgan Chase & Co.
+1.14%
+$625.82 
HMC Honda Motor Co Ltd Sponsored ADR
+1.08%
+$95,971.71 
INFY Infosys Ltd. ADR
+0.97%
+$7,859.76 
BHP BHP Group Ltd. Sponsored ADR
+0.93%
+$29,843.28 
NSC Norfolk Southern Corp.
+0.84%
+$22,240.08 
STLA Stellantis N.V.
+0.74%
+$781.17 
UPS United Parcel Service, Inc. Class B Common Stock
+0.38%
+$94.62 
SPY State Street SPDR S&P 500 ETF Trust
+0.32%
+$2,452.51 
IMOS ChipMOS Technologies Inc. ADR
+0.3%
+$22,155.42 
F Ford Motor Co.
+0.22%
+$22.7 
ALC Alcon Inc.
+0.1%
+$2,055.41 
SONY Sony Group Corp. Sponsored ADR
+0.06%
+$7,661.86 
AMCR Amcor plc
+0.05%
+$1,083.2 
NVO Novo Nordisk A/S Sponsored ADR
+0.04%
+$885.78 
XLE State Street Energy Select Sector SPDR ETF
0%
$0 
SSP The E.W. Scripps Company Class A Common Stock
-6.71%
-$12,462.9 
HDL Super Hi International Holding Ltd. American Depositary Shares
-5.7%
-$7,419.25 
BUD Anheuser-Busch InBev SA/NV Sponsored ADR
-2.77%
-$12,260.46 
E Eni S.p.A. Sponsored ADR
-2.75%
-$18,208.1 
XYZ Block Inc. Class A Common Stock
-2.69%
-$2,301.02 
TLX Telix Pharmaceuticals Limited American Depositary Shares
-2.19%
-$14,258.2 
EQNR Equinor ASA Sponsored ADR
-1.48%
-$18,864.72 
AAUC Allied Gold Corporation
-1.32%
-$5,438.16 
WDS Woodside Energy Group Ltd ADR
-1.23%
-$51,623.19 
ORCL Oracle Corporation
-1.19%
-$826.74 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.87%
-$40,282.76 
OCUL Ocular Therapeutix, Inc.
-0.77%
-$1,870 
BA The Boeing Company
-0.74%
-$315 
BILI Bilibili Inc. Sponsored ADR Class Z
-0.74%
-$25,388 
NTES NetEase, Inc. ADR
-0.66%
-$7,987.2 
DOUG Douglas Elliman Inc.
-0.63%
-$1,509.63 
HCM HUTCHMED (China) Limited ADR
-0.38%
-$5,727.15 
NIO NIO Inc. American Depositary Shares
-0.3%
-$5,622.96 
PHG Koninklijke Philips N.V. ADR
-0.26%
-$1,276.38 
HDB HDFC Bank Ltd. ADR
-0.2%
-$23,308.87 
RMD ResMed Inc.
-0.17%
-$16,178.36 
EDU New Oriental Education & Technology Group Inc. Sponsored ADR
-0.1%
-$817.2 
IBN ICICI Bank Ltd. Sponsored ADR
-0.03%
-$712.98 Events
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Dividends
Dividend Analysis
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| Trades 734 | Longs Won 326/734 44% | Profit Factor 1.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $644,617.24 |
| Average Win $293,351.66 | Best Trade (Sep 30) $5.2M | Sharpe Ratio -9.12 |
| Average Loss -$165,048.33 | Worst Trade (Dec 31) -$8.57M | Z-Score -5.38 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 6d | Expectancy $38,546.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.24% | 2.31% | 16.89% |
| Consecutive Losing Trades | 553 | 498 | 442 | 387 | 332 | 276 | 221 | 166 | 111 | 55 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAUC Allied Gold Corporation | 20,916 | $551,764.08 | $406,607.04 | - | -$145,157.04 | -26.31% | -1.32% |
| AEG Aegon Ltd. New York Registry Shares | 59,500 | $502,180 | $489,090 | - | -$13,090 | -2.61% | +1.481% |
| ALC Alcon Inc. | 29,363 | $1.97M | $2.06M | - | $92,200.12 | 4.68% | +0.1% |
| AMCR Amcor plc | 43,328 | $1.72M | $2M | - | $276,649.28 | 16.06% | +0.054% |
| ASML ASML Holding N.V. NY Registered Shares | 500 | $994,720 | $798,750 | - | -$195,970 | -19.7% | +1.635% |
| AVGO Broadcom Inc. | 129 | $48,730 | $42,113.34 | - | -$6,616.66 | -13.58% | +1.486% |
| BA The Boeing Company | 225 | $48,443.93 | $42,063.75 | - | -$6,380.18 | -13.17% | -0.743% |
| BHP BHP Group Ltd. Sponsored ADR | 41,449 | $3.45M | $3.26M | - | -$196,468.07 | -5.69% | +0.925% |
| BILI Bilibili Inc. Sponsored ADR Class Z | 253,880 | $4.67M | $3.4M | - | -$1.27M | -27.18% | -0.742% |
| BUD Anheuser-Busch InBev SA/NV Sponsored ADR | 5,262 | $433,589 | $431,115.66 | - | -$2,473.34 | -0.57% | -2.765% |
| DOUG Douglas Elliman Inc. | 150,963 | $247,579 | $238,521.54 | - | -$9,057.46 | -3.66% | -0.629% |
| E Eni S.p.A. Sponsored ADR | 10,648 | $602,783.26 | $642,819.76 | - | $40,036.5 | 6.64% | -2.755% |
| EDU New Oriental Education & Technology Group Inc. Sponsored ADR | 13,620 | $749,508.55 | $794,318.4 | - | $44,809.85 | 5.98% | -0.103% |
| EQNR Equinor ASA Sponsored ADR | 26,201 | $822,711 | $1.26M | - | $437,557.1 | 53.18% | -1.475% |
| ERIC Telefonaktiebolaget LM Ericsson Sponsored ADR | 14,431 | $162,637.33 | $156,432.04 | - | -$6,205.29 | -3.82% | +1.689% |
| F Ford Motor Co. | 908 | $12,621 | $10,555.5 | - | -$2,065.5 | -16.37% | +0.216% |
| HCM HUTCHMED (China) Limited ADR | 104,130 | $1.35M | $1.49M | - | $142,434.05 | 10.57% | -0.383% |
| HDB HDFC Bank Ltd. ADR | 517,975 | $13.18M | $11.42M | - | -$1.76M | -13.34% | -0.204% |
| HDL Super Hi International Holding Ltd. American Depositary Shares | 12,575 | $218,531.27 | $122,857.75 | - | -$95,673.52 | -43.78% | -5.695% |
| HMC Honda Motor Co Ltd Sponsored ADR | 259,383 | $7.03M | $8.95M | - | $1.92M | 27.33% | +1.083% |
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FAQ
Which stocks have generated the highest profits for Arpan Shah?
The largest contributions to the portfolio's profits come from the following stocks: Alibaba Group Holding Ltd. ADR - $7.9M, Bilibili Inc. Sponsored ADR Class Z - $6.97M, Sony Group Corp. Sponsored ADR - $6.09M, Baidu Inc. ADR - $5.16M, and State Street SPDR S&P 500 ETF Trust - $4.19M. 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: BHP Group Ltd. Sponsored ADR - $12.68M, KE Holdings Inc. ADR - $3.5M, Yum China Holdings, Inc - $1.96M, Li Auto Inc. Sponsored ADR - $1.93M, and JD.com, Inc. Sponsored ADR - $1.71M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Arpan Shah's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.38M earned over time. The largest contributors to dividend income include BHP Group Ltd. Sponsored ADR - $1.35M, Woodside Energy Group Ltd ADR - $665,746.15, ZTO Express (Cayman) Inc. ADR - $645,301.47, KE Holdings Inc. ADR - $425,221.8, and Takeda Pharmaceutical Co Ltd ADR - $424,574.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Arpan Shah's monthly returns?
Arpan Shah'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 Arpan Shah's strategy be considered aggressive or moderate?
Arpan Shah'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 Arpan Shah's strategy?
Arpan Shah'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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