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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:
35.15%
Gain -2.6%
Monthly
0.55%
Yearly
6.76%
Drawdown
46.47%
$10.09M
Equity
Holdings
$10.09M
Investment
$7.81M
$912,519.82
Profit -$109,429
Realized
-$1.36M
Unrealized
$2.27M
Dividends
$2.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.6%
Profit
-$109,429
Win %
66%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$100,674.68
Win %
66%
This Month
Compared to last month
Gain
-2.64%
Profit
-$273,572.5
Win %
66%
This Year
Compared to last year
Gain
31%
Profit
$2.36M
Win %
66%
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IBIT iShares Bitcoin Trust
-1.07%
-$109,429 Events
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Dividends
Dividend Analysis
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| Trades 13 | Longs Won 6/13 46% | Profit Factor 1.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $774,207.18 |
| Average Win $489,299.19 | Best Trade (Oct 14) $2.48M | Sharpe Ratio -1.04 |
| Average Loss -$292,470.64 | Worst Trade (Sep 29) -$1.02M | Z-Score 1.77 (92.36%) |
| Commissions $0 | Avg. Trade Length 11m 1w 3d | Expectancy $70,193.83 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 0.54% | 2.59% | 6.5% | 12.48% | 20.72% | 31.35% | 44.49% | 60.25% | 78.72% |
| Consecutive Losing Trades | 34 | 31 | 28 | 24 | 21 | 17 | 14 | 10 | 7 | 3 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| IBIT iShares Bitcoin Trust | 218,858 | $7.81M | $10.09M | - | $2.27M | 29.11% | -1.073% |
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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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Preetha Manoharan's strategy be considered aggressive or moderate?
Preetha Manoharan's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Preetha Manoharan's strategy?
Preetha Manoharan's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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