Arpan Shah Portfolio

Invests via XY Capital Ltd. | Managed by Arpan Shah

Invests via XY Capital Ltd.

Managed by Arpan Shah

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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.

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.

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:

7.51%

Gain +1.86%

Monthly

0.31%

Yearly

3.83%

Drawdown

21.9%

$93.91M

Equity

Holdings

$93.91M

Investment

$100.82M

$14.91M

Profit +$1.67M

Realized

$21.82M

Unrealized

-$6.91M

Dividends

$7.63M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

1.86%

Profit

$1.67M

Win %

41%

This Week

Compared To Last Week

Gain

-1.47%

Profit

-$1.4M

Win %

41%

This Month

Compared to last month

Gain

-0.74%

Profit

-$704,287.27

Win %

41%

This Year

Compared to last year

Gain

-4.6%

Profit

-$4.52M

Win %

41%

Gainers
Losers

NVX NOVONIX Limited ADR

+21.89%

+$7,982.36

IMOS ChipMOS Technologies Inc.

+14.84%

+$86,675.28

ASML ASML Holding N.V. New York Registry Shares

+9.07%

+$533,910.34

IPX IperionX Ltd - ADR

+7.88%

+$21,619.29

ELVR Sayona Mining Ltd

+7.47%

+$58,325.19

HOOD Robinhood Markets, Inc.

+7.32%

+$9,309.36

RCL Royal Caribbean Group

+6.73%

+$7,869.15

FCX Freeport-McMoRan Inc.

+6.49%

+$68.51

RACE Ferrari N.V.

+5.9%

+$27,042.12

TXN Texas Instruments Inc

+5.61%

+$1,739.1

HSBC HSBC Holdings plc Sponsored ADR

+5.28%

+$150.15

ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares

+4.78%

+$40,120.39

CAT Caterpillar Inc.

+4.66%

+$9,446.83

COIN Coinbase Global, Inc.

+4.62%

+$5,887.08

ARGX argenx SE American Depositary Receipt

+4.28%

+$22,367.46

AVGO Broadcom Inc.

+3.96%

+$4,246.56

NVS Novartis AG Sponsored ADR

+3.86%

+$16,002

SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt

+3.46%

+$95,337.99

ALV Autoliv, Inc.

+3.42%

+$46,231.5

ING ING Groep N.V. Sponsored ADR

+3.4%

+$51,664.28

RBLX Roblox Corporation

+3.3%

+$186.32

IBN ICICI Bank Limited Sponsored ADR

+2.73%

+$26,420.89

BMY Bristol-Myers Squibb Company

+2.52%

+$2,325.4

COF Capital One Financial Corporation

+2.5%

+$1,441.8

BEKE Ke Holdings Inc. ADR

+2.34%

+$159,247.5

HD The Home Depot, Inc.

+2.31%

+$4,586.39

MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR

+2.19%

+$21,824.65

PHG Koninklijke Philips N.V.

+1.95%

+$12,206.5

DIA SPDR Dow Jones Industrial Average ETF Trust

+1.89%

+$58,704.53

ZLAB Zai Lab Ltd.

+1.85%

+$64,737.28

SPY SPDR S&P 500 ETF Trust

+1.78%

+$4,021.23

BILI Bilibili Inc.

+1.69%

+$37,680

BUD Anheuser-Busch InBev S.A. ADR

+1.61%

+$37,356.93

SNY Sanofi American Depositary Receipt

+1.51%

+$21,952.26

AMZN Amazon.com Inc

+1.48%

+$660.11

NIO Nio Inc.

+1.45%

+$23,329.5

AAPL Apple Inc.

+1.44%

+$7,763.26

IBM International Business Machines Corporation

+1.38%

+$3,813.76

HTHT H World Group Limited American Depositary Receipt

+1.12%

+$20,538.5

UBER Uber Technologies, Inc.

+1.11%

+$490.37

LIF Life360, Inc.

+1.09%

+$46,317.74

CVNA Carvana Co.

+1.06%

+$1,228.3

TME Tencent Music Entertainment Group

+1.03%

+$9,158

TTWO Take-Two Interactive Software, Inc.

+1%

+$835.42

AAPG Ascentage Pharma Group International ADR

+1%

+$2,316.76

MCD McDonald's Corporation

+0.97%

+$838.11

DLR Digital Realty Trust, Inc.

+0.96%

+$843.9

ZS Zscaler Inc.

+0.93%

+$318.78

FMS Fresenius Medical Care AG & Co. KGaA ADR

+0.9%

+$10,722

SPG Simon Property Group, Inc.

+0.89%

+$294.84

ALC Alcon Inc.

+0.88%

+$15,129.3

MMM 3M Company

+0.83%

+$909.13

XLF Financial Select Sector SPDR Fund

+0.79%

+$24,690.2

GNK Genco Shipping & Trading Limited

+0.62%

+$3,347.32

TMUS T-Mobile US, Inc.

+0.6%

+$856.92

LI Li Auto Inc.

+0.44%

+$4,132.86

ABBV AbbVie Inc.

+0.33%

+$193.5

NTES NetEase, Inc. American Depositary Receipt

+0.3%

+$5,052.1

JNJ Johnson & Johnson

+0.24%

+$454.85

BRK-B Berkshire Hathaway Inc.

+0.1%

+$26

NWS

OS OneStream, Inc.

WOPEY Woodside Petroleum Ltd.

WDAY Workday Inc.

-4.57%

-$916.88

BABA Alibaba Group Holding Limited SP ADR

-2.41%

-$261,164.32

KC Kingsoft Cloud Holdings Limited

-1.9%

-$31,347.75

MSFT Microsoft Corp.

-1.83%

-$2,382.92

EDU New Oriental Education & Technology Group Inc.

-1.6%

-$57,801.4

DHR Danaher Corporation

-1.58%

-$549.99

BIDU Baidu Inc.

-1.34%

-$53,150.78

HCM Hutchmed (China) Limited American Depositary Shares

-1.33%

-$8,353.45

TMO Thermo Fisher Scientific Inc.

-1.22%

-$540.96

ACN Accenture plc Class A

-1.14%

-$64.02

TBN Tamboran Resources Corporation

-1%

-$3,154.18

COST Costco Wholesale Corporation

-0.83%

-$1,790.87

PGR Progressive Corporation

-0.78%

-$141.96

ORLY O'Reilly Automotive Inc.

-0.76%

-$73.14

WB Weibo Corporation American Depositary Receipt

-0.59%

-$8,926.02

META Meta Platforms Inc Class A

-0.38%

-$339.45

HDL Super Hi International Holding Ltd.

-0.31%

-$484.18

RMD ResMed Inc.

-0.28%

-$11,270.6

PEP PepsiCo, Inc.

-0.28%

-$163.2

UNH UnitedHealth Group Incorporated

-0.27%

-$92.4

CI The Cigna Group

-0.24%

-$68.6

AMP Ameriprise Financial, Inc.

-0.23%

-$89.25

PG Procter & Gamble Co

-0.21%

-$12.4

GOOGL Alphabet Inc

-0.1%

-$205.19

Events

Dividends

Dividend Analysis

No Data

Trades 643	Longs Won 195/643 30%	Profit Factor 1.3
Profitability	Shorts Won 0/0 0%	Standard Deviation $620,800.99
Average Win $327,825.94	Best Trade (Sep 30) $5.2M	Sharpe Ratio -61.06
Average Loss -$109,416.1	Worst Trade (Dec 31) -$8.57M	Z-Score -2.92 (100%)
Commissions $0	Avg. Trade Length 5m 5d	Expectancy $23,184.52

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%	0.04%	0.32%	1.8%	8.09%	30.5%
Consecutive Losing Trades	858	773	687	601	515	429	343	258	172	86

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Returns

Overall, Monthly

Holdings
History

Positions (87)
Options (0)

Option values are updated at end of day.

No Data

Trades (528)
Options (0)

No Data

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Arpan Shah Portfolio

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