PM
Preetha Manoharan Portfolio
Invests via NATIONAL MUTUAL FUNDS MANAGEMENT Ltd. | Managed by AQR Capital Management LLC, AllianceBernstein L.P., American Century Investment Management Inc., Arrowstreet Capital, Limited Partnership, Brigade Capital Management LP, Dimensional Fund Advisors LP, GQG Partners LLC, Intech Investment Management LLC, Janus Henderson Group PLC, Lazard Asset Management LLC, Macquarie Group Ltd., Ninety One SA (PTY) Ltd, UBS AM (a dist Inc.t business unit of UBS Asset Management Americas LLC), Vinva Investment Management Ltd., J O Hambro Capital Management Ltd., Nomura Investment Management Business Trust
Invests via NATIONAL MUTUAL FUNDS MANAGEMENT Ltd.
Managed by AQR Capital Management LLC, AllianceBernstein L.P., American Century Investment Management Inc., Arrowstreet Capital, Limited Partnership, Brigade Capital Management LP, Dimensional Fund Advisors LP, GQG Partners LLC, Intech Investment Management LLC, Janus Henderson Group PLC, Lazard Asset Management LLC, Macquarie Group Ltd., Ninety One SA (PTY) Ltd, UBS AM (a dist Inc.t business unit of UBS Asset Management Americas LLC), Vinva Investment Management Ltd., J O Hambro Capital Management Ltd., Nomura Investment Management Business Trust
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Preetha Manoharan Profile
With a distinguished career in corporate finance and technology, Preetha Manoharan has established herself as an influential leader within the digital innovation space. Her expertise encompasses strategic financial management and driving tech-enabled transformations across various sectors. As a forward-thinking executive, she adeptly navigates complex market dynamics to enhance organizational value and foster sustainable growth. Recognized for her impactful leadership in scaling operations, she plays a pivotal role in aligning financial strategies with technological advancements that unlock new business opportunities. Through her commitment to excellence, Manoharan is shaping the future of enterprises at the intersection of finance and innovation.
With a distinguished career in corporate finance and technology, Preetha Manoharan has established herself as an influential leader within the digital innovation space. Her expertise encompasses strategic financial management and driving tech-enabled transformations across various sectors. As a forward-thinking executive, she adeptly navigates complex market dynamics to enhance organizational value and foster sustainable growth. Recognized for her impactful leadership in scaling operations, she plays a pivotal role in aligning financial strategies with technological advancements that unlock new business opportunities. Through her commitment to excellence, Manoharan is shaping the future of enterprises at the intersection of finance and innovation.
Investment Philosophy & Strategy
With a focus on transformative growth, Preetha Manoharan leverages her corporate finance background to identify and capitalize on emerging market trends. Her investment decisions are shaped by an acute awareness of technological advancements, which allows her to drive innovation within organizations. By aligning financial strategies with operational improvements, she seeks out opportunities that maximize efficiency and foster long-term sustainability. This unique blend of financial acumen and digital insight empowers her to navigate complex competitive landscapes effectively while promoting scalable solutions across various sectors.
With a focus on transformative growth, Preetha Manoharan leverages her corporate finance background to identify and capitalize on emerging market trends. Her investment decisions are shaped by an acute awareness of technological advancements, which allows her to drive innovation within organizations. By aligning financial strategies with operational improvements, she seeks out opportunities that maximize efficiency and foster long-term sustainability. This unique blend of financial acumen and digital insight empowers her to navigate complex competitive landscapes effectively while promoting scalable solutions across various sectors.
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:
-28.98%
Gain +0.07%
Monthly
-0.95%
Yearly
-10.82%
Drawdown
38.87%
$7.8M
Equity
Holdings
$7.8M
Investment
$7.81M
-$1.38M
Profit +$2,407.44
Realized
-$1.36M
Unrealized
-$14,658.26
Dividends
$2.03M
Goals
Avg. 62.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$2,407.44
Win %
33%
This Week
Compared To Last Week
Gain
-3.02%
Profit
-$242,932.38
Win %
33%
This Month
Compared to last month
Gain
-0.03%
Profit
-$2,188.58
Win %
33%
This Year
Compared to last year
Gain
1.27%
Profit
$70,940.81
Win %
33%
No Data
IBIT iShares Bitcoin Trust
-0.7%
-$54,714.5 Events
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Dividends
Dividend Analysis
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| Trades 13 | Longs Won 5/13 38% | Profit Factor 0.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $398,472.76 |
| Average Win $141,919.85 | Best Trade (Sep 30) $325,461.68 | Sharpe Ratio -16.99 |
| Average Loss -$263,794.15 | Worst Trade (Sep 29) -$1.02M | Z-Score -1.02 (69.13%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy -$105,902.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 30 | 27 | 24 | 21 | 18 | 15 | 12 | 9 | 6 | 3 |
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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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Preetha Manoharan?
The largest contributions to the portfolio's profits come from the following stocks: iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.03M and iShares 0-5 Year TIPS Bond ETF - $362,744.21. 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: iShares MBS ETF - $731,960.54 and iShares MSCI Emerging Markets ETF - $19,297.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Preetha Manoharan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.03M earned over time. The largest contributors to dividend income include iShares iBoxx $ Investment Grade Corporate Bond ETF - $1.62M, iShares MBS ETF - $284,564.07, iShares 0-5 Year TIPS Bond ETF - $114,996.53, and iShares MSCI Emerging Markets ETF - $4,987.98. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Preetha Manoharan's monthly returns?
Preetha Manoharan'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 Preetha Manoharan's strategy be considered aggressive or moderate?
Preetha Manoharan's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Preetha Manoharan's strategy?
Preetha Manoharan'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.
