MK
Malinda Khauv Portfolio
Invests via Cercano Management LLC | Managed by Chris Orndorff, Trish Halper
Invests via Cercano Management LLC
Managed by Chris Orndorff, Trish Halper
Automatically Tracked
Malinda Khauv Profile
With a distinguished career in financial technology, Malinda Khauv stands out as an innovator and strategist within the fintech landscape. She has been instrumental in developing solutions that enhance payment processing and streamline digital transactions. Her expertise bridges technical acumen with business foresight, making her a key player in navigating complex market challenges. Recognized for her leadership in several successful startups, she is actively engaged in shaping future trends through technology commercialization and operational excellence. As an advocate for inclusive finance, she plays a critical role in driving initiatives that expand access to banking services globally.
With a distinguished career in financial technology, Malinda Khauv stands out as an innovator and strategist within the fintech landscape. She has been instrumental in developing solutions that enhance payment processing and streamline digital transactions. Her expertise bridges technical acumen with business foresight, making her a key player in navigating complex market challenges. Recognized for her leadership in several successful startups, she is actively engaged in shaping future trends through technology commercialization and operational excellence. As an advocate for inclusive finance, she plays a critical role in driving initiatives that expand access to banking services globally.
Investment Philosophy & Strategy
Strategic foresight in financial technology defines Malinda Khauv's investment philosophy. Her extensive background in fintech equips her with a unique perspective on innovation and operational efficiency, guiding her towards opportunities that emphasize transformative business models. She gravitates toward investments that not only demonstrate robust growth potential but also adhere to principles of inclusivity and accessibility. In evaluating prospects, she prioritizes firms capable of disrupting traditional finance through cutting-edge solutions and user-centric approaches. By fostering the convergence of technology with finance, she aspires to enhance overall market dynamics while paving pathways for underserved communities.
Strategic foresight in financial technology defines Malinda Khauv's investment philosophy. Her extensive background in fintech equips her with a unique perspective on innovation and operational efficiency, guiding her towards opportunities that emphasize transformative business models. She gravitates toward investments that not only demonstrate robust growth potential but also adhere to principles of inclusivity and accessibility. In evaluating prospects, she prioritizes firms capable of disrupting traditional finance through cutting-edge solutions and user-centric approaches. By fostering the convergence of technology with finance, she aspires to enhance overall market dynamics while paving pathways for underserved communities.
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:
49.11%
Gain 0%
Monthly
1.28%
Yearly
16.48%
Drawdown
20.4%
$1.15B
Equity
Holdings
$1.15B
Investment
$1.02B
$1.69B
Profit +$1.17M
Realized
$1.56B
Unrealized
$133.29M
Dividends
$132.34M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.004%
Profit
$1.17M
Win %
67%
This Week
Compared To Last Week
Gain
0.1%
Profit
$1.17M
Win %
67%
This Month
Compared to last month
Gain
-2.24%
Profit
-$26.41M
Win %
67%
This Year
Compared to last year
Gain
-0.18%
Profit
-$2.12M
Win %
67%
ADBE Adobe Inc.
+4.54%
+$16,167.4 
BSX Boston Scientific Corporation
+4.49%
+$10,647.81 
PLTR Palantir Technologies Inc.
+4.14%
+$17,616.06 
HONA Honeywell Aerospace Inc.
+4.07%
+$6,112.3 
NFLX Netflix, Inc.
+3.87%
+$30,938.35 
RDDT Reddit Inc Class A
+3.83%
+$62,133.5 
TOST Toast Inc.
+3.8%
+$2,570.54 
GOOGL Alphabet Inc
+3.09%
+$198,476.85 
GOOG Alphabet Inc
+2.97%
+$131,073.47 
META Meta Platforms Inc Class A
+2.85%
+$1.46M 
SYK Stryker Corporation
+2.43%
+$53,252.4 
IBIT iShares Bitcoin Trust
+2.42%
+$124,168.4 
ISRG Intuitive Surgical, Inc.
+2.39%
+$16,512.12 
MO Altria Group, Inc.
+2.3%
+$4,574.31 
MSFT Microsoft Corp.
+2.3%
+$76,291.52 
WMT Walmart Inc.
+2.27%
+$49,233.26 
LLY Eli Lilly and Company
+2.07%
+$123,815.16 
MCD McDonald's Corporation
+2.02%
+$4,727.7 
T AT&T Inc.
+2%
+$5,216.65 
VSNT Versant Media Group, Inc.
+1.96%
+$567.37 
SPGI S&P Global Inc.
+1.82%
+$6,591.21 
PM Philip Morris International Inc.
+1.81%
+$6,372.15 
NOC Northrop Grumman Corporation
+1.77%
+$4,011.67 
ALL Allstate Corporation
+1.72%
+$4,885.65 
ABBV AbbVie Inc.
+1.7%
+$7,808.98 
BKSY BlackSky Technology Inc.
+1.65%
+$317,213.88 
DHR Danaher Corporation
+1.61%
+$22,185.8 
COST Costco Wholesale Corporation
+1.61%
+$36,179.65 
IRWD Ironwood Pharmaceuticals Inc.
+1.59%
+$6,589.57 
ORLY O'Reilly Automotive Inc.
+1.56%
+$4,265.32 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$359,786.24 
RGEN Repligen Corporation
+1.32%
+$17,131.58 
VTRS Viatris Inc.
+1.31%
+$386.35 
CINF Cincinnati Financial Corporation
+1.21%
+$10,085.76 
LMT Lockheed Martin Corporation
+1.17%
+$2,974.32 
CVS CVS Health Corporation
+1.12%
+$2,284.3 
LUV Southwest Airlines Co.
+1.11%
+$1,296.3 
LOW Lowe's Companies Inc.
+1.09%
+$1,956.49 
V Visa Inc. Class A
+1.06%
+$74,376.98 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$7,283.08 
AMGN Amgen Inc.
+1.03%
+$2,417.99 
XBI SPDR S&P Biotech ETF
+1.02%
+$5,799.42 
HD The Home Depot, Inc.
+1.01%
+$18,118.92 
DNLI Denali Therapeutics Inc.
+0.96%
+$126,875 
ABT Abbott Laboratories
+0.94%
+$2,502.72 
SHW The Sherwin-Williams Company
+0.76%
+$1.18M 
KKR KKR & Co. Inc.
+0.67%
+$2,420.8 
DASH DoorDash, Inc.
+0.67%
+$32,358.87 
SYY Sysco Corporation
+0.66%
+$913 
MA Mastercard Incorporated
+0.6%
+$8,815.95 
JNJ Johnson & Johnson
+0.59%
+$3,003.02 
URI United Rentals, Inc.
+0.58%
+$9,572.43 
ITW Illinois Tool Works Inc.
+0.58%
+$2,605.2 
AAPL Apple Inc.
+0.55%
+$56,935.27 
PG Procter & Gamble Co
+0.53%
+$3,289.44 
MRK Merck & Co., Inc.
+0.52%
+$5,367.07 
SBUX Starbucks Corporation
+0.39%
+$30,031.02 
MCO Moody's Corporation
+0.38%
+$1,209.34 
TMUS T-Mobile US, Inc.
+0.27%
+$196,787.43 
UNP Union Pacific Corporation
+0.18%
+$514,201.28 
JAZZ Jazz Pharmaceuticals plc
+0.17%
+$7,279.02 
NSC Norfolk Southern Corporation
+0.16%
+$534.51 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$50,842.65 
PRU Prudential Financial, Inc.
+0.1%
+$263.52 
FANG Diamondback Energy Inc
+0.08%
+$606.22 
INSW International Seaways Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NAUT Nautilus Biotechnology, Inc.
-10.56%
-$772,530.48 
LITE Lumentum Holdings Inc.
-9.9%
-$89,548.03 
LRCX Lam Research Corporation
-7.87%
-$354,480.6 
ETN Eaton Corporation plc
-7.51%
-$81,510.75 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$82,956.44 
CEG Constellation Energy Corporation
-6.71%
-$128,142.24 
AMAT Applied Materials, Inc.
-6.61%
-$87,372.29 
EWY iShares MSCI South Korea ETF
-6.03%
-$491,194.94 
BAC Bank of America Corporation
-5.36%
-$158,491.2 
INTC Intel Corporation
-5.32%
-$25,447.8 
DELL Dell Technologies Inc.
-5.15%
-$23,593.58 
GNRC Generac Holdings Inc.
-5.13%
-$9,043.21 
AVGO Broadcom Inc.
-4.83%
-$215,256 
MU Micron Technology, Inc.
-4.82%
-$315,155.11 
PWR Quanta Services Inc.
-4.57%
-$109,814.47 
CAT Caterpillar Inc.
-4.17%
-$74,468.82 
NRG NRG Energy, Inc.
-4.08%
-$10,614.37 
AMD Advanced Micro Devices, Inc.
-3.87%
-$18,941.04 
TT Trane Technologies plc
-3.77%
-$25,288.37 
MS Morgan Stanley
-3.43%
-$67,184.71 
NEM Newmont Corporation
-2.92%
-$18,936.6 
NVDA NVIDIA Corporation
-2.84%
-$544,878.79 
CMI Cummins Inc.
-2.84%
-$6,039.42 
PDO PIMCO Dynamic Income Opportunities Fund
-2.79%
-$270,242.64 
HAL Halliburton Company
-2.68%
-$7,741.44 
WLK Westlake Corporation
-2.57%
-$39,113.62 
VLO Valero Energy Corporation
-2.31%
-$41,628.35 
GE General Electric Company
-2.01%
-$5,013.88 
EQT EQT Corporation
-1.89%
-$6,648.36 
TXN Texas Instruments Inc
-1.84%
-$2,623.15 
JPM JPMorgan Chase & Co.
-1.73%
-$49,415.6 
CSCO Cisco Systems, Inc.
-1.69%
-$3,496 
GRAB Grab Holdings Limited
-1.64%
-$80,000 
TSLA Tesla, Inc.
-1.44%
-$18,705.75 
WMB The Williams Companies, Inc.
-1.43%
-$22,350.64 
GLD SPDR Gold Shares
-1.35%
-$45,993.53 
CG The Carlyle Group Inc.
-1.31%
-$15,311.9 
AMZN Amazon.com Inc
-1.24%
-$176,877.96 
XLE Energy Select Sector SPDR Fund
-1.15%
-$65,201.25 
PSX Phillips 66
-1.11%
-$27,154.44 
TRGP Targa Resources Corp.
-1.11%
-$9,784.08 
EWZ iShares MSCI Brazil ETF
-1.05%
-$48,649.51 
XPO XPO Inc.
-0.99%
-$52,636.61 
XOM Exxon Mobil Corporation
-0.88%
-$3,328.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.83%
-$982,280.74 
EWW iShares MSCI Mexico ETF
-0.72%
-$34,506 
NEE NextEra Energy, Inc.
-0.67%
-$2,653.2 
APO Apollo Global Management, Inc.
-0.66%
-$1,920.15 
VMC Vulcan Materials Company
-0.62%
-$29,637.07 
COF Capital One Financial Corporation
-0.6%
-$39,575.34 
LIN Linde plc
-0.58%
-$10,351.8 
VTR Ventas Inc.
-0.55%
-$33,868.8 
WEC WEC Energy Group Inc.
-0.4%
-$8,593.08 
USB U.S. Bancorp
-0.36%
-$231,385.95 
EPD Enterprise Products Partners L.P.
-0.35%
-$16,202.83 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$24,922.61 
HCA HCA Healthcare Inc.
-0.33%
-$1,367.7 
JHX James Hardie Industries plc
-0.3%
-$28,778.28 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$4,879.35 
A Agilent Technologies Inc.
-0.2%
-$483.12 
IWM iShares Russell 2000 ETF
-0.18%
-$9,703.48 
OKE ONEOK, Inc.
-0.17%
-$473.12 
HAFN Hafnia Ltd
-0.16%
-$3,965.68 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$3,764.74 
WAT Waters Corporation
-0.05%
-$347.2 Events
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Dividends
Dividend Analysis
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| Trades 1056 | Longs Won 660/1056 62% | Profit Factor 4.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.49M |
| Average Win $3.24M | Best Trade (Mar 31) $141.87M | Sharpe Ratio -11.88 |
| Average Loss -$1.13M | Worst Trade (Sep 29) -$37.96M | Z-Score -3.71 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 2d | Expectancy $1.6M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.46% |
| Consecutive Losing Trades | 1,017 | 916 | 814 | 712 | 610 | 509 | 407 | 305 | 203 | 102 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 1,666 | $221,295 | $244,302.24 | - | $23,007.24 | 10.4% | -0.197% |
| AAPL Apple Inc. | 31,112 | $6.91M | $10.39M | - | $3.48M | 50.41% | +0.551% |
| ABBV AbbVie Inc. | 1,789 | $317,905.29 | $467,796.66 | - | $149,891.37 | 47.15% | +1.698% |
| ABT Abbott Laboratories | 2,607 | $297,224 | $268,286.37 | - | -$28,937.63 | -9.74% | +0.942% |
| ADBE Adobe Inc. | 1,412 | $731,105 | $372,316.16 | - | -$358,788.84 | -49.07% | +4.54% |
| ALL Allstate Corporation | 1,118 | $212,710.38 | $288,533.44 | - | $75,823.06 | 35.65% | +1.722% |
| AMAT Applied Materials, Inc. | 2,896 | $585,137 | $1.23M | - | $649,485.72 | 111% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 948 | $550,703 | $470,350.2 | - | -$80,352.8 | -14.59% | -3.871% |
| AMGN Amgen Inc. | 620 | $202,932 | $236,375 | - | $33,443 | 16.48% | +1.034% |
| AMZN Amazon.com Inc | 55,622 | $11.8M | $14.11M | - | $2.31M | 19.59% | -1.238% |
| APO Apollo Global Management, Inc. | 2,259 | $373,096.44 | $289,445.67 | - | -$83,650.77 | -22.42% | -0.659% |
| ASML ASML Holding N.V. New York Registry Shares | 710 | $1.41M | $1.12M | - | -$289,665.4 | -20.51% | -6.88% |
| AVGO Broadcom Inc. | 12,325 | $2.13M | $4.25M | - | $2.12M | 99.72% | -4.825% |
| BAC Bank of America Corporation | 47,170 | $2.23M | $2.8M | - | $566,511.66 | 25.38% | -5.36% |
| BKSY BlackSky Technology Inc. | 932,982 | $4.42M | $19.55M | - | $15.12M | 341.98% | +1.65% |
| BRK-B Berkshire Hathaway Inc. | 1,369 | $682,714.87 | $705,979.61 | - | $23,264.74 | 3.41% | +1.042% |
| BSX Boston Scientific Corporation | 5,517 | $526,045.96 | $247,768.47 | - | -$278,277.49 | -52.9% | +4.49% |
| CAT Caterpillar Inc. | 2,180 | $852,642 | $1.71M | - | $857,371.8 | 100.55% | -4.173% |
| CEG Constellation Energy Corporation | 6,702 | $2.16M | $1.78M | - | -$382,885.27 | -17.7% | -6.715% |
| CG The Carlyle Group Inc. | 27,589 | $1.16M | $1.15M | - | -$8,966.64 | -0.77% | -1.311% |
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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 Malinda Khauv?
The largest contributions to the portfolio's profits come from the following stocks: XPO Inc - $448.45M, Microsoft Corp - $289.41M, NVIDIA Corporation - $116.78M, Mr. Cooper Group Inc - $80.79M, and Alphabet Inc - $60.79M. 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: Nv5 Global Inc - $54.49M, UnitedHealth Group Incorporated - $29.97M, Lennar Corporation - $29.17M, Acuren Corporation - $19.53M, and Netflix, Inc - $14.6M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Malinda Khauv's portfolio generate?
The portfolio generates substantial dividend income, with a total of $132.34M earned over time. The largest contributors to dividend income include Union Pacific Corporation - $22.37M, Microsoft Corp - $12.19M, Xtrackers USD High Yield Corporate Bond ETF - $8.09M, Invesco S&P 500 Equal Weight ETF - $5.46M, and SPDR Bloomberg High Yield Bond ETF - $4.56M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Malinda Khauv's monthly returns?
Malinda Khauv'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 Malinda Khauv's strategy be considered aggressive or moderate?
Malinda Khauv'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 Malinda Khauv's strategy?
Malinda Khauv'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.
