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:
58.32%
Gain +3.91%
Monthly
1.4%
Yearly
18.18%
Drawdown
11.91%
$2.5B
Equity
Holdings
$2.5B
Investment
$1.94B
$1.73B
Profit +$107.98M
Realized
$1.17B
Unrealized
$563.85M
Dividends
$125.45M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
3.91%
Profit
$107.98M
Win %
69%
This Week
Compared To Last Week
Gain
-2.13%
Profit
-$54.49M
Win %
69%
This Month
Compared to last month
Gain
-3.29%
Profit
-$85.14M
Win %
69%
This Year
Compared to last year
Gain
2.09%
Profit
$39.52M
Win %
71%
INTC Intel Corporation
+6.48%
+$35,231.84 
GEV GE Vernova Inc.
+3.65%
+$1.1M 
PWR Quanta Services Inc.
+3.57%
+$795,883.38 
COPX Global X Copper Miners ETF
+3.39%
+$295,191.96 
DNLI Denali Therapeutics Inc.
+3.04%
+$400,000 
HAFN Hafnia Ltd
+2.95%
+$56,841.49 
CEG Constellation Energy Corporation
+2.85%
+$654,852.04 
CME CME Group Inc.
+2.79%
+$4,999.57 
SCHW Charles Schwab Corporation
+2.73%
+$944,325.14 
NEM Newmont Corporation
+2.69%
+$13,460.34 
AMAT Applied Materials, Inc.
+2.63%
+$42,049.89 
T AT&T Inc.
+2.48%
+$5,718.24 
JPM JPMorgan Chase & Co.
+2.3%
+$204,939.98 
HCA HCA Healthcare Inc.
+2.3%
+$8,438.99 
MLM Martin Marietta Materials, Inc.
+2.06%
+$97,857.65 
PM Philip Morris International Inc.
+2.01%
+$6,704.61 
TSLA Tesla, Inc.
+1.88%
+$22,875.27 
PRU Prudential Financial, Inc.
+1.87%
+$4,370.04 
WELL Welltower Inc.
+1.66%
+$6,076 
UNP Union Pacific Corporation
+1.65%
+$4.64M 
LIN Linde plc
+1.58%
+$296,118.99 
OKE ONEOK, Inc.
+1.53%
+$4,036.3 
BAC Bank of America Corporation
+1.52%
+$125,630.4 
TIC Acuren Corporation
+1.5%
+$362,778.75 
COF Capital One Financial Corporation
+1.49%
+$470,533.1 
CAT Caterpillar Inc.
+1.48%
+$29,037.6 
EWW iShares MSCI Mexico ETF
+1.44%
+$267,172.96 
NRG NRG Energy, Inc.
+1.42%
+$4,016.25 
WLK Westlake Corporation
+1.4%
+$2,413.16 
MCO Moody's Corporation
+1.38%
+$349,370.55 
SPGI S&P Global Inc.
+1.37%
+$295,558.8 
TXN Texas Instruments Inc
+1.36%
+$14,447.93 
NEE NextEra Energy, Inc.
+1.3%
+$5,330.52 
ABBV AbbVie Inc.
+1.3%
+$5,214.94 
LRCX Lam Research Corporation
+1.19%
+$309,729.95 
ITW Illinois Tool Works Inc.
+1.17%
+$4,976.6 
NSC Norfolk Southern Corporation
+1.11%
+$3,677.36 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.09%
+$115,493.89 
DELL Dell Technologies Inc.
+1.08%
+$104,950.28 
JNJ Johnson & Johnson
+1.07%
+$4,908.75 
INDA ISHARES MSCI INDIA ETF
+1.07%
+$23,699.7 
V Visa Inc. Class A
+1.05%
+$258,643.85 
JHX James Hardie Industries plc
+1%
+$45,758.64 
ORLY O'Reilly Automotive Inc.
+1%
+$2,875.51 
KKR KKR & Co. Inc.
+0.99%
+$3,364.2 
VNQ Vanguard Real Estate ETF
+0.95%
+$98,226.68 
VTV Vanguard Value ETF
+0.94%
+$139,967.86 
ALL Allstate Corporation
+0.93%
+$2,280.71 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$1.43M 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$272,250.78 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$257,981.59 
IWM iShares Russell 2000 ETF
+0.9%
+$47,518.94 
PG Procter & Gamble Co
+0.85%
+$5,361.36 
VTR Ventas Inc.
+0.83%
+$3,227 
EWZ iShares MSCI Brazil ETF
+0.83%
+$126,011.09 
GE General Electric Company
+0.81%
+$2,076.29 
PSX Phillips 66
+0.79%
+$13,154.31 
XLE Energy Select Sector SPDR Fund
+0.77%
+$65,415.68 
CVX Chevron Corporation
+0.75%
+$2,125.18 
SBUX Starbucks Corporation
+0.75%
+$2,279.7 
HD The Home Depot, Inc.
+0.73%
+$56,030.93 
COST Costco Wholesale Corporation
+0.72%
+$74,289.72 
UNH UnitedHealth Group Incorporated
+0.71%
+$263,234.57 
MA Mastercard Incorporated
+0.7%
+$8,725.83 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$7,497.32 
MS Morgan Stanley
+0.66%
+$61,266.8 
WMB The Williams Companies, Inc.
+0.65%
+$9,993.32 
CMI Cummins Inc.
+0.59%
+$1,478.34 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$205,678.58 
VOO Vanguard S&P 500 ETF
+0.58%
+$15,488.21 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$235,982.68 
FLJP Franklin FTSE Japan ETF
+0.56%
+$32,254.64 
GOOGL Alphabet Inc
+0.56%
+$177,808.89 
HON Honeywell International Inc.
+0.55%
+$2,299 
IRWD Ironwood Pharmaceuticals Inc.
+0.55%
+$2,027.56 
GOOG Alphabet Inc
+0.46%
+$143,914.92 
CINF Cincinnati Financial Corporation
+0.46%
+$20,656.79 
URI United Rentals, Inc.
+0.45%
+$35,230.43 
WMT Walmart Inc.
+0.45%
+$32,277.62 
LPX Louisiana-Pacific Corporation
+0.43%
+$36,455.68 
STWD Starwood Property Trust Inc.
+0.35%
+$4,741.74 
AMGN Amgen Inc.
+0.34%
+$756.4 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$11,513.5 
XOM Exxon Mobil Corporation
+0.29%
+$2,032.73 
FANG Diamondback Energy Inc
+0.29%
+$1,961.3 
NVDA NVIDIA Corporation
+0.18%
+$230,757.16 
QXO Qxo Inc.
+0.18%
+$144,394.74 
TRTX Tpg Re Finance Trust Inc.
+0.17%
+$6,024.1 
CGIC Capital Group International Core Equity ETF
+0.16%
+$1,963.98 
SHW The Sherwin-Williams Company
+0.14%
+$22,131.86 
MSFT Microsoft Corp.
+0.13%
+$316,329 
IAU iShares Gold Trust
+0.09%
+$17,801 
TJX The TJX Companies, Inc.
+0.06%
+$157.7 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$5,164.23 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.02%
+$6,939.12 
MCD McDonald's Corporation
+0.01%
+$293.31 
EQT
0%
$0 
XPO
0%
$0 
BKSY BlackSky Technology Inc.
-9.84%
-$4.4M 
ADBE Adobe Inc.
-6.71%
-$20,742.28 
LLY Eli Lilly and Company
-2.41%
-$3.84M 
PLTR Palantir Technologies Inc.
-2.35%
-$7,829.37 
NAUT Nautilus Biotechnology, Inc.
-1.97%
-$322,784.33 
ABT Abbott Laboratories
-1.68%
-$3,936.57 
LMT Lockheed Martin Corporation
-1.54%
-$4,106.7 
AAPL Apple Inc.
-1.52%
-$287,482.5 
GRAB Grab Holdings Limited
-1.49%
-$80,000 
MRK Merck & Co., Inc.
-1.41%
-$12,200.98 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,337.34 
AMZN Amazon.com Inc
-1.21%
-$844,402.61 
NFLX Netflix, Inc.
-1.14%
-$575,137.11 
BA Boeing Company
-1.13%
-$270,931.91 
BLDR Builders FirstSource Inc.
-0.99%
-$301,278.12 
AVGO Broadcom Inc.
-0.94%
-$44,616.62 
EWY iShares MSCI South Korea ETF
-0.75%
-$197,819.85 
INSW International Seaways Inc.
-0.62%
-$37,304.97 
FLKR Franklin FTSE South Korea ETF
-0.61%
-$102,840.66 
BSX Boston Scientific Corporation
-0.59%
-$1,544.76 
ETN Eaton Corporation plc
-0.55%
-$5,559.03 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,124 
HAL Halliburton Company
-0.43%
-$1,370.88 
TT Trane Technologies plc
-0.42%
-$2,943 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$1,984.15 
NOC Northrop Grumman Corporation
-0.4%
-$961.41 
DHR Danaher Corporation
-0.36%
-$21,900.76 
DIS The Walt Disney Company
-0.3%
-$930.25 
META Meta Platforms Inc Class A
-0.23%
-$195,588.7 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$38,035.96 
WMS Advanced Drainage Systems, Inc.
-0.17%
-$11,503.68 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.14%
-$1,407.96 
LOW Lowe's Companies Inc.
-0.12%
-$236.6 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$11,399.72 
INTU Intuit Inc.
-0.1%
-$173.32 
EPD Enterprise Products Partners L.P.
-0.07%
-$3,000.53 
TOL Toll Brothers Inc
-0.06%
-$189.65 
IBIT iShares Bitcoin Trust
-0.06%
-$2,342.68 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$1,475.99 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$1,158.38 
VRTX Vertex Pharmaceuticals Incorporated
-0.02%
-$70.21 Events
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Dividends
Dividend Analysis
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| Trades 975 | Longs Won 573/975 58% | Profit Factor 5.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.55M |
| Average Win $3.64M | Best Trade (Mar 31) $141.87M | Sharpe Ratio -29.1 |
| Average Loss -$878,940.29 | Worst Trade (Sep 29) -$37.96M | Z-Score -3.37 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4d | Expectancy $1.77M |
| 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 | 2,849 | 2,564 | 2,279 | 1,994 | 1,709 | 1,425 | 1,140 | 855 | 570 | 285 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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