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:
15.15%
Gain +0.74%
Monthly
0.59%
Yearly
7.28%
Drawdown
22.11%
$89.21M
Equity
Holdings
$89.21M
Investment
$87.6M
$26.28M
Profit +$661,551.92
Realized
$24.67M
Unrealized
$1.61M
Dividends
$7.08M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.74%
Profit
$661,551.92
Win %
45%
This Week
Compared To Last Week
Gain
-3.18%
Profit
-$2.93M
Win %
45%
This Month
Compared to last month
Gain
-2.48%
Profit
-$2.26M
Win %
45%
This Year
Compared to last year
Gain
2.5%
Profit
$2.18M
Win %
50%
NIO Nio Inc.
+3.63%
+$73,098.48 
HMC Honda Motor Co., Ltd.
+3.07%
+$251,601.51 
OCUL Ocular Therapeutix Inc.
+2.87%
+$11,407 
STLA Stellantis N.V.
+2.84%
+$3,905.85 
HDB HDFC Bank Limited ADR
+2.54%
+$287,476.12 
RDY Dr. Reddy's Laboratories Ltd.
+2.43%
+$9,844.47 
BA Boeing Company
+2.29%
+$1,055.25 
ORCL Oracle Corporation
+2.23%
+$1,888.49 
AAUC Allied Gold Corporation
+2.18%
+$10,248.84 
EDU New Oriental Education & Technology Group Inc.
+1.78%
+$13,211.4 
ASML ASML Holding N.V. New York Registry Shares
+1.68%
+$14,170.8 
ING ING Groep N.V. Sponsored ADR
+1.43%
+$4,997.48 
JPM JPMorgan Chase & Co.
+1.32%
+$773.56 
XLE Energy Select Sector SPDR Fund
+1.17%
+$1,384.72 
F Ford Motor Company
+1.08%
+$136.65 
BUD Anheuser-Busch InBev S.A. ADR
+1.04%
+$4,235.91 
SPY SPDR S&P 500 ETF Trust
+1.03%
+$8,017.9 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1%
+$1,443.1 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1%
+$120,035.88 
SHEL Shell plc
+0.87%
+$35,997.36 
AEG Aegon N.V.
+0.75%
+$4,046 
IBN ICICI Bank Limited Sponsored ADR
+0.73%
+$14,972.58 
AVGO Broadcom Inc.
+0.62%
+$290.25 
BHP BHP Group Ltd.
+0.5%
+$18,237.56 
XYZ Block, Inc.
+0.46%
+$402.12 
BILI Bilibili Inc.
+0.45%
+$17,771.6 
PHG Koninklijke Philips N.V.
+0.37%
+$1,641.06 
SSP The E.W. Scripps Company
+0.32%
+$859.51 
NTES NetEase, Inc. American Depositary Receipt
+0.21%
+$2,508.8 
TLX Telix Pharmaceuticals Limited American Depositary Receipt
0%
$0 
NVO Novo Nordisk A/S Sponsored ADR
-2.26%
-$58,752.76 
HCM Hutchmed (China) Limited American Depositary Shares
-2.13%
-$29,156.4 
WDS Woodside Energy Group Ltd American Depositary Receipt
-1.59%
-$67,644.18 
HDL Super Hi International Holding Ltd.
-1.45%
-$2,200.62 
DOUG Douglas Elliman Inc.
-1.16%
-$3,019.26 
E Eni S.p.A. Sponsored ADR
-0.92%
-$5,536.96 
INFY Infosys Limited
-0.82%
-$5,894.82 
RMD ResMed Inc.
-0.69%
-$55,521.19 
EQNR Equinor ASA Sponsored ADR
-0.43%
-$5,109.19 
NSC Norfolk Southern Corporation
-0.43%
-$11,040 
IMOS ChipMOS Technologies Inc.
-0.37%
-$27,368.46 
UPS United Parcel Service, Inc.
-0.3%
-$74.7 
AMCR Amcor plc
-0.22%
-$4,116.16 
ALC Alcon Inc.
-0.09%
-$1,761.78 Events
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Dividends
Dividend Analysis
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| Trades 734 | Longs Won 333/734 45% | Profit Factor 1.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $630,981.76 |
| Average Win $276,551.16 | Best Trade (Sep 30) $5.2M | Sharpe Ratio -9.86 |
| Average Loss -$164,115.27 | Worst Trade (Dec 31) -$8.57M | Z-Score -4.87 (100%) |
| Commissions $0 | Avg. Trade Length 4m 3w 3d | Expectancy $35,805.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.34% | 2.83% | 18.58% |
| Consecutive Losing Trades | 543 | 489 | 435 | 380 | 326 | 272 | 217 | 163 | 109 | 54 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAUC Allied Gold Corporation | 20,916 | $551,764.08 | $480,440.52 | - | -$71,323.56 | -12.93% | +2.18% |
| AEG Aegon N.V. | 59,500 | $502,180 | $542,521 | - | $40,341 | 8.03% | +0.751% |
| ALC Alcon Inc. | 29,363 | $1.97M | $1.95M | - | -$17,911.13 | -0.91% | -0.09% |
| AMCR Amcor plc | 43,328 | $1.72M | $1.86M | - | $136,483.2 | 7.92% | -0.221% |
| ASML ASML Holding N.V. New York Registry Shares | 500 | $994,720 | $857,885.8 | - | -$136,834.2 | -13.76% | +1.68% |
| AVGO Broadcom Inc. | 129 | $48,730 | $46,837.32 | - | -$1,892.68 | -3.88% | +0.624% |
| BA Boeing Company | 225 | $48,443.93 | $47,135.25 | - | -$1,308.68 | -2.7% | +2.29% |
| BHP BHP Group Ltd. | 41,449 | $3.45M | $3.64M | - | $185,691.71 | 5.38% | +0.504% |
| BILI Bilibili Inc. | 253,880 | $4.67M | $3.95M | - | -$719,723.06 | -15.43% | +0.452% |
| BUD Anheuser-Busch InBev S.A. ADR | 5,262 | $433,589 | $412,830.21 | - | -$20,758.79 | -4.79% | +1.037% |
| DOUG Douglas Elliman Inc. | 150,963 | $247,579 | $256,637.1 | - | $9,058.1 | 3.66% | -1.163% |
| E Eni S.p.A. Sponsored ADR | 10,648 | $602,783.26 | $595,223.2 | - | -$7,560.06 | -1.25% | -0.922% |
| EDU New Oriental Education & Technology Group Inc. | 13,620 | $749,508.55 | $756,591 | - | $7,082.45 | 0.94% | +1.777% |
| EQNR Equinor ASA Sponsored ADR | 26,201 | $822,711 | $1.18M | - | $354,106.91 | 43.04% | -0.432% |
| ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares | 14,431 | $162,637.33 | $145,897.41 | - | -$16,739.92 | -10.29% | +0.999% |
| F Ford Motor Company | 908 | $12,621 | $12,739.69 | - | $118.69 | 0.94% | +1.084% |
| HCM Hutchmed (China) Limited American Depositary Shares | 104,130 | $1.35M | $1.34M | - | -$10,116.4 | -0.75% | -2.134% |
| HDB HDFC Bank Limited ADR | 517,975 | $13.18M | $11.6M | - | -$1.58M | -11.97% | +2.541% |
| HDL Super Hi International Holding Ltd. | 12,575 | $218,531.27 | $149,328.12 | - | -$69,203.15 | -31.67% | -1.452% |
| HMC Honda Motor Co., Ltd. | 259,383 | $7.03M | $8.45M | - | $1.42M | 20.2% | +3.068% |
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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 Limited SP ADR - $7.9M, Bilibili Inc - $6.97M, Sony Group Corporation - Sponsored American Depositary Receipt - $6.09M, Baidu Inc - $5.16M, and 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 - $12.76M, Ke Holdings Inc. ADR - $3.5M, Yum China Holdings Inc - $1.96M, Li Auto Inc - $1.93M, and JD.com Inc - $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 $7.08M earned over time. The largest contributors to dividend income include BHP Group Ltd - $1.27M, ZTO Express (Cayman) Inc - $645,301.47, Woodside Energy Group Ltd American Depositary Receipt - $564,279.88, Ke Holdings Inc. ADR - $425,221.8, and Takeda Pharmaceutical Company Limited American Depositary Receipt - $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.
