Anand Acharya Portfolio
Invests via Stonegate Management LLC | Managed by Anand Acharya
Invests via Stonegate Management LLC
Managed by Anand Acharya
Automatically Tracked
Anand Acharya Profile
Anand Acharya is a seasoned entrepreneur with a significant footprint in technology-driven ventures. With expertise spanning software development and digital transformation, he has played pivotal roles in launching innovative solutions that address complex market needs. His extensive experience encompasses building successful startups from the ground up, securing strategic partnerships, and leading cross-functional teams toward scalable growth. Anand's ability to navigate both technical challenges and business dynamics positions him as a key figure in fostering entrepreneurial ecosystems that spur investment and advancement in the tech sector.
Anand Acharya is a seasoned entrepreneur with a significant footprint in technology-driven ventures. With expertise spanning software development and digital transformation, he has played pivotal roles in launching innovative solutions that address complex market needs. His extensive experience encompasses building successful startups from the ground up, securing strategic partnerships, and leading cross-functional teams toward scalable growth. Anand's ability to navigate both technical challenges and business dynamics positions him as a key figure in fostering entrepreneurial ecosystems that spur investment and advancement in the tech sector.
Investment Philosophy & Strategy
Opportunity lies at the intersection of technology and market demand, where strategic innovation thrives. Anand Acharya leverages his entrepreneurial acumen to identify ventures with transformative potential, often prioritizing sectors ripe for digital disruption. His approach reflects a keen understanding of scalability in tech-driven startups and a relentless pursuit of solutions that resonate with contemporary challenges. Fostering growth through collaborative partnerships, he adeptly navigates the complexities of product development while ensuring alignment with evolving consumer needs. Acharya's insights shape not just company trajectories but also contribute significantly to a robust technological ecosystem.
Opportunity lies at the intersection of technology and market demand, where strategic innovation thrives. Anand Acharya leverages his entrepreneurial acumen to identify ventures with transformative potential, often prioritizing sectors ripe for digital disruption. His approach reflects a keen understanding of scalability in tech-driven startups and a relentless pursuit of solutions that resonate with contemporary challenges. Fostering growth through collaborative partnerships, he adeptly navigates the complexities of product development while ensuring alignment with evolving consumer needs. Acharya's insights shape not just company trajectories but also contribute significantly to a robust technological ecosystem.
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:
3.81%
Gain -0.22%
Monthly
1.27%
Yearly
3.81%
Drawdown
4.36%
$0
Equity
Holdings
$0
Investment
$0
$5.75M
Profit -$336,756.83
Realized
$5.75M
Unrealized
$0
Dividends
$660,656.07
Goals
Avg. 76.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$336,756.83
Win %
64%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$336,756.83
Win %
64%
This Month
Compared to last month
Gain
0.39%
Profit
$597,945.3
Win %
64%
This Year
Compared to last year
Gain
2.67%
Profit
$4.03M
Win %
64%
GOOG Alphabet Inc
+$1.4M
MU Micron Technology, Inc.
+$1.18M
SPY SPDR S&P 500 ETF Trust
+$790,913.38
AMAT Applied Materials, Inc.
+$442,764
AER AerCap Holdings N.V.
+$322,420
APO Apollo Global Management, Inc.
+$270,155.51
RSP Invesco S&P 500 Equal Weight ETF
+$244,244.95
MRK Merck & Co., Inc.
+$218,935.95
WMT Walmart Inc.
+$195,807.16
BAC Bank of America Corporation
+$154,655.36
ITA iShares U.S. Aerospace & Defense ETF
+$151,812.02
AMZN Amazon.com Inc
+$122,962.6
QQQ Invesco QQQ Trust, Series 1
+$122,850.7
JEPI JPMorgan Equity Premium Income Fund
+$115,557.99
MS Morgan Stanley
+$107,635
GS The Goldman Sachs Group, Inc.
+$86,650
PLD Prologis Inc.
+$74,047.11
V Visa Inc. Class A
+$71,530.14
RTX RTX Corporation
+$67,000
XLE Energy Select Sector SPDR Fund
+$58,881.9
ELV Elevance Health, Inc.
+$55,657.6
KBWB Invesco KBW Bank ETF
+$46,745.76
JNJ Johnson & Johnson
+$45,660
VTV Vanguard Value ETF
+$40,885.8
IXJ iShares Global Healthcare ETF
+$37,510.6
C Citigroup Inc.
+$33,679.57
VBR VANGUARD SMALL-CAP VALUE ETF
+$32,724.24
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+$30,695.28
VOE Vanguard Mid-Cap Value ETF
+$29,052.18
KO The Coca-Cola Company
+$21,540
JPM JPMorgan Chase & Co.
+$18,238
PEP PepsiCo, Inc.
+$13,507.5
MA Mastercard Incorporated
+$6,067.16
AMLP Alerian MLP ETF
+$3,105
SBUX Starbucks Corporation
+$989
AZN
AZN
$0
BSVN Bank7 Corp
-$284,723.25
MSFT Microsoft Corp.
-$204,329.58
WRB W.R. Berkley Corporation
-$124,430
BX Blackstone Inc.
-$113,830.74
LGIH LGI Homes Inc.
-$96,250
CI The Cigna Group
-$93,807
KKR KKR & Co. Inc.
-$78,322.79
VPU Vanguard Utilities ETF
-$72,308.04
CMG Chipotle Mexican Grill, Inc.
-$72,270
INVH Invitation Homes Inc.
-$68,268.2
ET Energy Transfer L.P.
-$61,425
DLR Digital Realty Trust, Inc.
-$59,325
CG The Carlyle Group Inc.
-$51,840
PG Procter & Gamble Co
-$42,702.72
AMH American Homes 4 Rent
-$28,293.67
ABT Abbott Laboratories
-$27,404
NOC Northrop Grumman Corporation
-$25,759.99
ABBV AbbVie Inc.
-$25,369.91
IHF iShares U.S. Healthcare Providers ETF
-$19,620.16
EQIX Equinix, Inc.
-$7,372.25
NVDA NVIDIA Corporation
-$1,316.5
Events
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Dividends
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| Trades 57 | Longs Won 34/57 59% | Profit Factor 3.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $278,635.86 |
| Average Win $182,353.72 | Best Trade (Dec 30) $1.39M | Sharpe Ratio -36.4 |
| Average Loss -$78,480.55 | Worst Trade (Dec 30) -$299,255.46 | Z-Score 0.85 (60.5%) |
| Commissions $0 | Avg. Trade Length 3m | Expectancy $100,852.24 |
| 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 | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
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Returns
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FAQ
Which stocks have generated the highest profits for Anand Acharya?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $1.4M, Micron Technology, Inc - $1.18M, SPDR S&P 500 ETF Trust - $790,913.38, Applied Materials, Inc - $442,764, and AerCap Holdings N.V - $322,420. 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: Bank7 Corp - $284,723.25, Microsoft Corp - $204,329.58, W.R. Berkley Corporation - $124,430, Blackstone Inc - $113,830.74, and LGI Homes Inc - $96,250. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Anand Acharya's portfolio generate?
The portfolio generates substantial dividend income, with a total of $660,656.07 earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $102,275.51, SPDR S&P 500 ETF Trust - $99,142.25, Invesco S&P 500 Equal Weight ETF - $71,093.43, Energy Transfer L.P - $60,515, and Vanguard Utilities ETF - $32,786. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Anand Acharya's monthly returns?
Anand Acharya's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Anand Acharya's strategy be considered aggressive or moderate?
It is difficult to clearly classify Anand Acharya's strategy as aggressive or moderate based on the available data. A more complete performance and portfolio structure history would be needed to assess the overall risk profile with confidence.
Should beginners follow Anand Acharya's strategy?
It is difficult to determine whether Anand Acharya's strategy is suitable for beginners based on the available data. A more complete view of performance, risk, and portfolio structure would be needed for a confident assessment.
