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:
48.84%
Gain +0.23%
Monthly
1.37%
Yearly
17.71%
Drawdown
19.96%
$2.53B
Equity
Holdings
$2.53B
Investment
$1.96B
$1.73B
Profit +$4.76M
Realized
$1.16B
Unrealized
$569.66M
Dividends
$131.23M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$4.76M
Win %
67%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$22.15M
Win %
67%
This Month
Compared to last month
Gain
-1.22%
Profit
-$31.3M
Win %
67%
This Year
Compared to last year
Gain
9.29%
Profit
$215.03M
Win %
70%
ISRG Intuitive Surgical, Inc.
+2.24%
+$4,812.75 
MSFT Microsoft Corp.
+2.15%
+$5.15M 
INTC Intel Corporation
+2.12%
+$9,388.96 
GEV GE Vernova Inc.
+2.07%
+$727,556.08 
AVGO Broadcom Inc.
+1.98%
+$90,403.87 
INSW International Seaways Inc.
+1.93%
+$122,155.49 
PLTR Palantir Technologies Inc.
+1.87%
+$6,278.74 
ALL Allstate Corporation
+1.58%
+$4,404.92 
GOOG Alphabet Inc
+1.52%
+$460,703.25 
GOOGL Alphabet Inc
+1.5%
+$464,078.88 
EPD Enterprise Products Partners L.P.
+1.49%
+$68,411.97 
IBIT iShares Bitcoin Trust
+1.49%
+$63,255.6 
GRAB Grab Holdings Limited
+1.4%
+$80,000 
CVX Chevron Corporation
+1.21%
+$3,430.7 
NRG NRG Energy, Inc.
+1.14%
+$3,385.12 
AMZN Amazon.com Inc
+1.12%
+$795,412.68 
WMB The Williams Companies, Inc.
+1.08%
+$16,977.89 
SCHW Charles Schwab Corporation
+1.07%
+$425,336.53 
ABT Abbott Laboratories
+0.99%
+$2,607 
PSX Phillips 66
+0.95%
+$18,416.16 
INTU Intuit Inc.
+0.94%
+$1,689.88 
HAFN Hafnia Ltd
+0.9%
+$17,184.63 
T AT&T Inc.
+0.8%
+$1,755.6 
TJX The TJX Companies, Inc.
+0.79%
+$2,033.5 
EWZ iShares MSCI Brazil ETF
+0.72%
+$110,802.85 
MA Mastercard Incorporated
+0.72%
+$10,038.55 
FLKR Franklin FTSE South Korea ETF
+0.72%
+$100,203.72 
COPX Global X Copper Miners ETF
+0.71%
+$54,432.56 
XOM Exxon Mobil Corporation
+0.7%
+$4,969.54 
V Visa Inc. Class A
+0.67%
+$186,625.58 
WELL Welltower Inc.
+0.66%
+$2,777.6 
PWR Quanta Services Inc.
+0.64%
+$131,149.98 
HON Honeywell International Inc.
+0.52%
+$1,102 
XLE Energy Select Sector SPDR Fund
+0.48%
+$40,884.8 
NOC Northrop Grumman Corporation
+0.47%
+$1,070.65 
CEG Constellation Energy Corporation
+0.44%
+$103,324.35 
ETN Eaton Corporation plc
+0.39%
+$3,978 
NVDA NVIDIA Corporation
+0.23%
+$293,130.2 
VTR Ventas Inc.
+0.15%
+$645.4 
LMT Lockheed Martin Corporation
+0.14%
+$347.49 
XLC Communication Services Select Sector SPDR Fund
+0.14%
+$640.05 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$35,579.47 
FLJP Franklin FTSE Japan ETF
+0.1%
+$5,864.48 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,119 
OKE ONEOK, Inc.
+0.06%
+$177.42 
XLK State Street Technology Select Sector SPDR ETF
+0.06%
+$17,826.05 
EWY iShares MSCI South Korea ETF
+0.03%
+$5,311.93 
CME CME Group Inc.
+0.02%
+$40.98 
TXN Texas Instruments Inc
+0.02%
+$178.11 
QXO Qxo Inc.
-5.97%
-$4.14M 
TIC Acuren Corporation
-4.38%
-$870,669 
KKR KKR & Co. Inc.
-3.91%
-$14,062 
DELL Dell Technologies Inc.
-3.66%
-$360,255.72 
LPX Louisiana-Pacific Corporation
-3.6%
-$303,037.84 
JHX James Hardie Industries plc
-3.21%
-$158,248.63 
URI United Rentals, Inc.
-3.11%
-$236,931.45 
WMS Advanced Drainage Systems, Inc.
-3.1%
-$228,873.22 
TSLA Tesla, Inc.
-2.97%
-$34,442.4 
NAUT Nautilus Biotechnology, Inc.
-2.87%
-$358,649.25 
LLY Eli Lilly and Company
-2.74%
-$4.44M 
TOL Toll Brothers Inc
-2.51%
-$7,985.51 
MRK Merck & Co., Inc.
-2.42%
-$22,112.04 
STWD Starwood Property Trust Inc.
-2.41%
-$32,401.89 
SHW The Sherwin-Williams Company
-2.35%
-$382,151.91 
GE General Electric Company
-2.16%
-$5,802.1 
AAPL Apple Inc.
-2.14%
-$456,777.75 
MS Morgan Stanley
-2.1%
-$198,241.42 
LRCX Lam Research Corporation
-2.09%
-$467,812.74 
BA Boeing Company
-2.08%
-$481,416.86 
BLDR Builders FirstSource, Inc.
-2.08%
-$596,762.43 
XPO XPO Inc.
-2.02%
-$3.28M 
NFLX Netflix, Inc.
-2%
-$853,429.26 
LOW Lowe's Companies Inc.
-1.91%
-$3,635.45 
UNP Union Pacific Corporation
-1.85%
-$5.87M 
APO Apollo Global Management, Inc.
-1.82%
-$323,241.81 
WMT Walmart Inc.
-1.79%
-$120,819 
ORLY O'Reilly Automotive Inc.
-1.77%
-$4,856.4 
CAT Caterpillar Inc.
-1.76%
-$33,855.4 
HD The Home Depot, Inc.
-1.71%
-$135,623.54 
DNLI Denali Therapeutics Inc.
-1.68%
-$243,750 
JNJ Johnson & Johnson
-1.66%
-$8,065.77 
MLM Martin Marietta Materials, Inc.
-1.59%
-$75,410.79 
ITW Illinois Tool Works Inc.
-1.58%
-$7,272.85 
NSC Norfolk Southern Corporation
-1.51%
-$5,477.56 
CMI Cummins Inc.
-1.45%
-$3,598.45 
BKSY BlackSky Technology Inc.
-1.4%
-$385,632.56 
BAC Bank of America Corporation
-1.35%
-$124,134.8 
DIS The Walt Disney Company
-1.26%
-$3,751.5 
TMO Thermo Fisher Scientific Inc.
-1.17%
-$3,313.44 
DHR Danaher Corporation
-1.13%
-$77,833.14 
XLV Health Care Select Sector SPDR Fund
-1.12%
-$254,985 
MCO Moody's Corporation
-1.09%
-$320,113.44 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$4,017 
ADBE Adobe Inc.
-1.06%
-$3,544.12 
UNH UnitedHealth Group Incorporated
-0.99%
-$385,530.48 
TRTX Tpg Re Finance Trust Inc.
-0.97%
-$34,136.6 
EQT EQT Corporation
-0.96%
-$3,096.05 
WLK Westlake Corporation
-0.95%
-$1,463.72 
PRU Prudential Financial, Inc.
-0.92%
-$2,393.64 
NEE NextEra Energy, Inc.
-0.83%
-$3,569.76 
AMAT Applied Materials, Inc.
-0.75%
-$11,468.16 
INDA ISHARES MSCI INDIA ETF
-0.7%
-$16,032.15 
JPM JPMorgan Chase & Co.
-0.65%
-$62,730.85 
SBUX Starbucks Corporation
-0.65%
-$2,026.4 
COF Capital One Financial Corporation
-0.62%
-$223,978.38 
IWM iShares Russell 2000 ETF
-0.62%
-$33,009.5 
BSX Boston Scientific Corporation
-0.59%
-$1,434.42 
AMGN Amgen Inc.
-0.58%
-$1,314.4 
PG Procter & Gamble Co
-0.56%
-$3,588.48 
COST Costco Wholesale Corporation
-0.54%
-$53,883.96 
SPGI S&P Global Inc.
-0.54%
-$126,184.87 
VNQ Vanguard Real Estate ETF
-0.53%
-$56,280.91 
NEM Newmont Corporation
-0.51%
-$2,354.28 
VTV Vanguard Value ETF
-0.46%
-$69,811.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.46%
-$719,182.25 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.43%
-$46,851.29 
ABBV AbbVie Inc.
-0.41%
-$1,887.39 
CGIC Capital Group International Core Equity ETF
-0.39%
-$4,549.89 
TT Trane Technologies plc
-0.34%
-$2,442.37 
IRWD Ironwood Pharmaceuticals Inc.
-0.26%
-$1,013.78 
HAL Halliburton Company
-0.26%
-$725.76 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$23,790.72 
CINF Cincinnati Financial Corporation
-0.24%
-$11,535.61 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.23%
-$2,287.93 
LIN Linde plc
-0.23%
-$42,614.91 
IAU iShares Gold Trust
-0.21%
-$40,688 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.17%
-$5,212.71 
VOO Vanguard S&P 500 ETF
-0.17%
-$4,610.89 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$69,733.88 
HCA HCA Healthcare Inc.
-0.15%
-$543.21 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$5,869.63 
PM Philip Morris International Inc.
-0.13%
-$470.99 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$41,634.75 
FANG Diamondback Energy Inc
-0.08%
-$570.56 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$19,211.4 
EWW iShares MSCI Mexico ETF
-0.03%
-$5,990.43 
MCD McDonald's Corporation
-0.03%
-$1,172.79 
META Meta Platforms Inc Class A
-0.03%
-$24,072.64 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
-0.02%
-$2,065.69 Events
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Dividends
Dividend Analysis
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| Trades 975 | Longs Won 570/975 58% | Profit Factor 5.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $9.07M |
| Average Win $3.71M | Best Trade (Mar 31) $141.87M | Sharpe Ratio -13.94 |
| Average Loss -$950,405.36 | Worst Trade (Sep 29) -$37.96M | Z-Score -6.27 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | 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 | 2,660 | 2,394 | 2,128 | 1,862 | 1,596 | 1,330 | 1,064 | 798 | 532 | 266 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $325.77M, Microsoft Corp - $218.18M, Mr. Cooper Group Inc - $80.64M, NVIDIA Corporation - $55.22M, and Amazon.com Inc - $54.14M. 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, Lennar Corporation - $29.17M, UnitedHealth Group Incorporated - $10.12M, ZoomInfo Technologies Inc - $9.77M, and Progyny Inc - $8.29M. 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 $131.23M 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Malinda Khauv's strategy be considered aggressive or moderate?
Malinda Khauv's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
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.
