Junaid Subhan Portfolio
Invests via Sagard Holdings Management Inc. | Managed by Sagard Holdings Manager LP, Sagard Holdings Manager USS) LLC, Sagard Holdings Manager (Canada) Inc.
Invests via Sagard Holdings Management Inc.
Managed by Sagard Holdings Manager LP, Sagard Holdings Manager USS) LLC, Sagard Holdings Manager (Canada) Inc.
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Junaid Subhan Profile
With a strong entrepreneurial foundation, Junaid Subhan has made significant strides in the technology sector. His leadership roles span across various innovative startups, where he has successfully navigated challenges and driven growth initiatives. Known for his dynamic approach to problem-solving, he combines technical expertise with strategic vision to enhance business outcomes. In addition to being an accomplished founder, his insights into market trends provide valuable guidance for new ventures seeking scalability and impact. Subhan's influence extends beyond individual companies as he plays a crucial role in fostering collaborative ecosystems among tech entrepreneurs.
With a strong entrepreneurial foundation, Junaid Subhan has made significant strides in the technology sector. His leadership roles span across various innovative startups, where he has successfully navigated challenges and driven growth initiatives. Known for his dynamic approach to problem-solving, he combines technical expertise with strategic vision to enhance business outcomes. In addition to being an accomplished founder, his insights into market trends provide valuable guidance for new ventures seeking scalability and impact. Subhan's influence extends beyond individual companies as he plays a crucial role in fostering collaborative ecosystems among tech entrepreneurs.
Investment Philosophy & Strategy
In the rapidly evolving technology landscape, Junaid Subhan seeks to identify and capitalize on transformative trends that reshape industries. His entrepreneurial spirit informs a keen focus on scalable business models, while his leadership experience enriches strategic decision-making processes. By leveraging innovative approaches to problem-solving, he emphasizes growth-oriented investments in emerging ventures with high potential. This proactive mindset aids in assessing market dynamics effectively and fostering an environment conducive to collaboration among tech innovators. Ultimately, his commitment lies in driving impactful change through thoughtful capital allocation.
In the rapidly evolving technology landscape, Junaid Subhan seeks to identify and capitalize on transformative trends that reshape industries. His entrepreneurial spirit informs a keen focus on scalable business models, while his leadership experience enriches strategic decision-making processes. By leveraging innovative approaches to problem-solving, he emphasizes growth-oriented investments in emerging ventures with high potential. This proactive mindset aids in assessing market dynamics effectively and fostering an environment conducive to collaboration among tech innovators. Ultimately, his commitment lies in driving impactful change through thoughtful capital allocation.
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:
9.48%
Gain +0.13%
Monthly
0.71%
Yearly
8.87%
Drawdown
3.88%
$20.38M
Equity
Holdings
$20.38M
Investment
$17.31M
$3.25M
Profit +$47,731.33
Realized
$183,153
Unrealized
$3.07M
Dividends
$533,838.78
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.13%
Profit
$47,731.33
Win %
69%
This Week
Compared To Last Week
Gain
-0.25%
Profit
-$51,643.15
Win %
69%
This Month
Compared to last month
Gain
0.52%
Profit
$104,581.56
Win %
69%
This Year
Compared to last year
Gain
8.74%
Profit
$1.64M
Win %
69%
MU Micron Technology, Inc.
+7.34%
+$10,856.79 
INTC Intel Corporation
+6.79%
+$1,021.64 
ORLY O'Reilly Automotive Inc.
+6.16%
+$2,735.25 
GEV GE Vernova Inc.
+4.56%
+$984.4 
TXN Texas Instruments Inc
+4.07%
+$1,189.65 
CAT Caterpillar Inc.
+3.23%
+$1,700.68 
GDXJ VanEck Junior Gold Miners ETF
+3.15%
+$130.05 
AVGO Broadcom Inc.
+3.11%
+$3,295.6 
BTG B2Gold Corp
+2.61%
+$1,014.6 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+2.58%
+$166.05 
GDX VanEck Gold Miners ETF
+2.57%
+$154.7 
NVDA NVIDIA Corporation
+2.5%
+$3,258.43 
SILJ Amplify Junior Silver Miners ETF
+2.28%
+$126.9 
PH Parker-Hannifin Corporation
+1.58%
+$989.01 
QCOM QUALCOMM Incorporated
+1.5%
+$250.88 
SWK Stanley Black & Decker Inc.
+1.48%
+$88.06 
DOW Dow Inc.
+1.38%
+$60.34 
F Ford Motor Company
+1.36%
+$88.92 
HLT Hilton Worldwide Holdings Inc.
+1.36%
+$500.46 
C Citigroup Inc.
+1.21%
+$1,710.5 
GE General Electric Company
+1.19%
+$328.86 
WAB Wabtec Corporation
+1.18%
+$24.24 
MGA Magna International Inc.
+1.03%
+$287.64 
TSLA Tesla, Inc.
+0.98%
+$140.79 
SU Suncor Energy Inc.
+0.95%
+$1,772.36 
EFA iShares MSCI EAFE ETF
+0.87%
+$25,041.21 
ACWI iShares MSCI ACWI ETF
+0.83%
+$320 
CNQ Canadian Natural Resources Limited
+0.77%
+$665.04 
JPM JPMorgan Chase & Co.
+0.77%
+$581.64 
SPG Simon Property Group, Inc.
+0.75%
+$180.6 
HGER Harbor Commodity All-Weather Fund
+0.72%
+$6,035.66 
META Meta Platforms Inc Class A
+0.68%
+$636.48 
IVV iShares Core S&P 500 ETF
+0.61%
+$45,293.27 
MFC Manulife Financial Corporation
+0.53%
+$693.23 
GM General Motors Company
+0.52%
+$52.26 
FANG Diamondback Energy Inc
+0.44%
+$104.92 
XOM Exxon Mobil Corporation
+0.39%
+$365.98 
BAC Bank of America Corporation
+0.35%
+$188.37 
RY Royal Bank of Canada
+0.24%
+$1,376 
TD The Toronto-Dominion Bank
+0.24%
+$1,256.57 
VTRS Viatris Inc.
+0.21%
+$5.18 
TRP TC Energy Corporation
+0.17%
+$113.04 
SLF Sun Life Financial Inc.
+0.13%
+$338.2 
CP Canadian Pacific Kansas City Limited
+0.07%
+$81.3 
ESS Essex Property Trust, Inc.
+0.06%
+$5.1 
COF Capital One Financial Corporation
+0.03%
+$6.51 
BAM
0%
$0 
BNT
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
UNP Union Pacific Corporation
0%
$0 
DHR Danaher Corporation
-16.72%
-$1,445.66 
NOC Northrop Grumman Corporation
-5.75%
-$1,235.12 
TMO Thermo Fisher Scientific Inc.
-4.95%
-$963.85 
ADBE Adobe Inc.
-4.77%
-$604.8 
INTU Intuit Inc.
-4.34%
-$458.82 
SPGI S&P Global Inc.
-3.81%
-$1,945.41 
TU TELUS Corporation
-2.43%
-$1,511 
AAPL Apple Inc.
-2.14%
-$4,204.19 
WCN Waste Connections Inc.
-1.66%
-$1,695.17 
SFBS ServisFirst Bancshares Inc.
-1.56%
-$32.64 
OTEX Open Text Corporation
-1.54%
-$365.4 
FIS Fidelity National Information Services, Inc.
-1.47%
-$112.22 
EMBC Embecta Corp.
-1.45%
-$0.4 
GILD Gilead Sciences Inc.
-1.33%
-$196.47 
VLTO Veralto Corporation
-1.28%
-$16.66 
MDT Medtronic plc
-1.18%
-$124.46 
GEHC GE HealthCare Technologies Inc.
-1.16%
-$19.71 
MSFT Microsoft Corp.
-1.03%
-$1,300.95 
V Visa Inc. Class A
-0.99%
-$309.71 
ABT Abbott Laboratories
-0.97%
-$89.64 
JNJ Johnson & Johnson
-0.89%
-$108.53 
BDX Becton, Dickinson and Company
-0.89%
-$73.19 
CME CME Group Inc.
-0.88%
-$234.35 
AMZN Amazon.com Inc
-0.86%
-$777.6 
ZTS Zoetis Inc.
-0.77%
-$26.91 
MCD McDonald's Corporation
-0.69%
-$97.52 
MA Mastercard Incorporated
-0.68%
-$240.82 
PYPL PayPal Holdings Inc
-0.67%
-$38.38 
TJX The TJX Companies, Inc.
-0.66%
-$369.24 
GOOGL Alphabet Inc
-0.63%
-$1,237.6 
AON Aon plc
-0.62%
-$320.21 
CHTR Charter Communications Inc
-0.6%
-$11.7 
COST Costco Wholesale Corporation
-0.59%
-$133.68 
FSV FirstService Corporation
-0.58%
-$353.6 
ULTA Ulta Beauty Inc.
-0.57%
-$128.8 
YUM Yum! Brands, Inc.
-0.57%
-$68.47 
SHW The Sherwin-Williams Company
-0.54%
-$119.37 
BRK-B Berkshire Hathaway Inc.
-0.49%
-$408 
HD The Home Depot, Inc.
-0.48%
-$128 
KO The Coca-Cola Company
-0.43%
-$53.9 
CMCSA Comcast Corp
-0.38%
-$19.11 
PG Procter & Gamble Co
-0.37%
-$67.1 
BCE BCE Inc.
-0.34%
-$364.95 
NEE NextEra Energy, Inc.
-0.27%
-$23.97 
DOO BRP Inc. Subordinate Voting Shares
-0.23%
-$118.3 
CIGI Colliers International Group Inc.
-0.23%
-$127.65 
BN Brookfield Corporation
-0.2%
-$356.62 
PFE Pfizer Inc.
-0.14%
-$51.52 
DIS The Walt Disney Company
-0.09%
-$7.83 
AQN Algonquin Power & Utilities Corp.
-0.09%
-$0.59 
USMV iShares MSCI USA Min Vol Factor ETF
-0.07%
-$2,639.98 
ETR Entergy Corporation
-0.03%
-$5.04 
MRK Merck & Co., Inc.
-0.02%
-$4.02 
UNH UnitedHealth Group Incorporated
-0.02%
-$6.58 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.01%
-$10.5 Events
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Dividends
Dividend Analysis
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| Trades 118 | Longs Won 74/118 62% | Profit Factor 14.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $122,322.33 |
| Average Win $47,116.11 | Best Trade (Jul 22) $1.31M | Sharpe Ratio -13.81 |
| Average Loss -$5,317.09 | Worst Trade (Jul 27) -$36,435.9 | Z-Score 3.62 (99.97%) |
| Commissions $0 | Avg. Trade Length 12m 3d | Expectancy $27,564.75 |
| 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% | 0.04% |
| Consecutive Losing Trades | 3,831 | 3,448 | 3,065 | 2,682 | 2,299 | 1,916 | 1,533 | 1,149 | 766 | 383 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Junaid Subhan?
The largest contributions to the portfolio's profits come from the following stocks: Harbor Commodity All-Weather Fund - $229,195.57, iShares MSCI EAFE ETF - $94,129.47, iShares Core S&P 500 ETF - $81,146.42, iShares MSCI USA Min Vol Factor ETF - $54,456.76, and Vanguard Ultra-Short Bond ETF - $40,500.88. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Junaid Subhan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $533,838.78 earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $94,129.47, iShares Core S&P 500 ETF - $81,146.42, iShares MSCI USA Min Vol Factor ETF - $54,456.76, Harbor Commodity All-Weather Fund - $46,151.54, and Vanguard Ultra-Short Bond ETF - $40,500.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Junaid Subhan's monthly returns?
Junaid Subhan'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 Junaid Subhan's strategy be considered aggressive or moderate?
Junaid Subhan's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Junaid Subhan's strategy?
Junaid Subhan's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
