Zack Rizwan Portfolio
Invests via Baypointe Partners LLC | Managed by Zack Rizwan
Invests via Baypointe Partners LLC
Managed by Zack Rizwan
Automatically Tracked
Operator-investor focused on growth-stage fintech and SaaS companies, with experience in product, go-to-market and capital formation. Zack Rizwan has worked at early-stage venture firms and scaled startups, advising CEOs on monetization, partnerships and fundraising strategy. Market-facing profile emphasizes deal sourcing across North American tech hubs, portfolio operational support and bridging founders with institutional LPs and strategic corporate partners.
Operator-investor focused on growth-stage fintech and SaaS companies, with experience in product, go-to-market and capital formation. Zack Rizwan has worked at early-stage venture firms and scaled startups, advising CEOs on monetization, partnerships and fundraising strategy. Market-facing profile emphasizes deal sourcing across North American tech hubs, portfolio operational support and bridging founders with institutional LPs and strategic corporate partners.
Investment Philosophy & Strategy
B2B growth-stage fintech and SaaS companies are targeted with a hands-on, operator-led investment approach emphasizing product-led monetization and scalable go-to-market playbooks. Capital is allocated to businesses demonstrating clear unit economics, strong customer retention and partnership-driven distribution. Portfolio support centers on revenue ops, capital formation and strategic introductions to institutional LPs and corporate partners. Time horizon is multi-year, focused on exit optionality via strategic sale or IPO.
B2B growth-stage fintech and SaaS companies are targeted with a hands-on, operator-led investment approach emphasizing product-led monetization and scalable go-to-market playbooks. Capital is allocated to businesses demonstrating clear unit economics, strong customer retention and partnership-driven distribution. Portfolio support centers on revenue ops, capital formation and strategic introductions to institutional LPs and corporate partners. Time horizon is multi-year, focused on exit optionality via strategic sale or IPO.
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:
6.33%
Gain -0.34%
Monthly
0.37%
Yearly
4.58%
Drawdown
15.65%
$44.91M
Equity
Holdings
$44.91M
Investment
$43.38M
-$2.26M
Profit -$221,310.4
Realized
-$3.79M
Unrealized
$1.53M
Dividends
$2.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.34%
Profit
-$221,310.4
Win %
58%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$230,572.3
Win %
58%
This Month
Compared to last month
Gain
2.23%
Profit
$978,205.86
Win %
58%
This Year
Compared to last year
Gain
7.99%
Profit
$3.32M
Win %
52%
TSCO Tractor Supply Company
+1.85%
+$12,000.24 
MCD McDonald's Corporation
+0.82%
+$15,712.47 
JPM JPMorgan Chase & Co.
+0.27%
+$18,800 
WMT Walmart Inc.
+0.09%
+$1,785.74 
DPZ Domino's Pizza Inc.
-1.37%
-$68,715.66 
AN AutoNation Inc.
-1.05%
-$16,069.5 
CHWY Chewy Inc.
-0.96%
-$15,714.38 
KMB Kimberly-Clark Corporation
-0.8%
-$8,800 
ULTA Ulta Beauty Inc.
-0.76%
-$58,499.4 
CELH Celsius Holdings Inc.
-0.48%
-$7,000 
PEP PepsiCo, Inc.
-0.46%
-$6,400 
HD The Home Depot, Inc.
-0.42%
-$27,800.4 
RH RH
-0.41%
-$9,857.48 
CL Colgate-Palmolive Company
-0.33%
-$3,000 
UBER Uber Technologies, Inc.
-0.01%
-$357.14 Events
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Dividends
Dividend Analysis
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| Trades 117 | Longs Won 43/117 36% | Profit Factor 0.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $512,922.26 |
| Average Win $405,864.8 | Best Trade (Jun 29) $2.15M | Sharpe Ratio -12.46 |
| Average Loss -$266,367.27 | Worst Trade (Jun 30) -$1.48M | Z-Score 0.82 (58.82%) |
| Commissions $0 | Avg. Trade Length 4m 3w 6d | Expectancy -$19,307.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 360.19M% | 3.83M% | 268,085.94% | 40,654.49% | 9,412.7% | 2,848.13% | 1,036.62% | 431.91% | 199.53% |
| Consecutive Losing Trades | 169 | 152 | 135 | 118 | 101 | 84 | 67 | 51 | 34 | 17 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AN AutoNation Inc. | 7,142 | $1.4M | $1.52M | - | $112,113.9 | 7.98% | -1.048% |
| CELH Celsius Holdings Inc. | 50,000 | $1.77M | $1.46M | - | -$313,500 | -17.67% | -0.477% |
| CHWY Chewy Inc. | 71,429 | $1.93M | $1.61M | - | -$314,287.6 | -16.3% | -0.964% |
| CL Colgate-Palmolive Company | 10,000 | $852,300 | $913,000 | - | $60,700 | 7.12% | -0.328% |
| DPZ Domino's Pizza Inc. | 14,286 | $4.9M | $4.96M | - | $62,927.71 | 1.28% | -1.366% |
| HD The Home Depot, Inc. | 20,000 | $7.68M | $6.64M | - | -$1.05M | -13.6% | -0.417% |
| JPM JPMorgan Chase & Co. | 20,000 | $5.88M | $7.04M | - | $1.15M | 19.59% | +0.268% |
| KMB Kimberly-Clark Corporation | 10,000 | $964,700 | $1.09M | - | $128,400 | 13.31% | -0.799% |
| MCD McDonald's Corporation | 7,142 | $2.13M | $1.93M | - | -$194,047.02 | -9.12% | +0.82% |
| PEP PepsiCo, Inc. | 10,000 | $1.35M | $1.4M | - | $41,600 | 3.07% | -0.456% |
| RH RH | 14,286 | $2M | $2.36M | - | $367,150.2 | 18.38% | -0.415% |
| TSCO Tractor Supply Company | 21,429 | $1.15M | $659,370.33 | - | -$494,876.98 | -42.87% | +1.854% |
| UBER Uber Technologies, Inc. | 35,714 | $2.57M | $2.51M | - | -$57,845.15 | -2.25% | -0.014% |
| ULTA Ulta Beauty Inc. | 15,000 | $6.76M | $7.69M | - | $927,750.3 | 13.71% | -0.755% |
| WMT Walmart Inc. | 17,857 | $2.02M | $1.99M | - | -$36,785.6 | -1.82% | +0.09% |
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Option values are updated at end of day.
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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 Zack Rizwan?
The largest contributions to the portfolio's profits come from the following stocks: Ulta Beauty Inc - $2.03M, Costco Wholesale Corporation - $1.78M, Celsius Holdings Inc - $1.53M, Kimberly-Clark Corporation - $1.32M, and The Estée Lauder Companies Inc. Class A - $969,666.86. 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: RH - $3.89M, lululemon athletica inc - $1.82M, D.R. Horton, Inc - $946,146.37, Lennar Corporation - $673,425, and Tractor Supply Company - $637,580.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Zack Rizwan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.28M earned over time. The largest contributors to dividend income include The Home Depot, Inc - $278,523.68, Target Corporation - $240,250, PepsiCo, Inc - $231,181.25, McDonald's Corporation - $161,330.16, and The Hershey Company - $151,730.43. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Zack Rizwan's monthly returns?
Zack Rizwan'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 Zack Rizwan's strategy be considered aggressive or moderate?
Zack Rizwan'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 Zack Rizwan's strategy?
Zack Rizwan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
