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:
11.25%
Gain -0.12%
Monthly
0.74%
Yearly
9.23%
Drawdown
3.87%
$20.95M
Equity
Holdings
$20.95M
Investment
$17.31M
$3.86M
Profit -$43,842.36
Realized
$226,238.54
Unrealized
$3.64M
Dividends
$541,612.88
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$43,842.36
Win %
70%
This Week
Compared To Last Week
Gain
-0.21%
Profit
-$43,842.36
Win %
70%
This Month
Compared to last month
Gain
-0.79%
Profit
-$165,848.45
Win %
70%
This Year
Compared to last year
Gain
11.76%
Profit
$2.2M
Win %
70%
EMBC Embecta Corp.
+5.76%
+$2.28 
INTU Intuit Inc.
+5.55%
+$642.24 
ADBE Adobe Inc.
+4.54%
+$618.3 
YUM Yum! Brands, Inc.
+4.02%
+$464.12 
OTEX Open Text Corporation
+3.61%
+$843.97 
MDT Medtronic plc
+3.24%
+$374.01 
GOOGL Alphabet Inc
+3.09%
+$5,852 
META Meta Platforms Inc Class A
+2.85%
+$2,656.8 
BDX Becton, Dickinson and Company
+2.8%
+$266.05 
MSFT Microsoft Corp.
+2.3%
+$3,584.7 
AON Aon plc
+2.23%
+$959.92 
DIS The Walt Disney Company
+2.14%
+$198.36 
GM General Motors Company
+2.05%
+$235.17 
MCD McDonald's Corporation
+2.02%
+$270.3 
VLTO Veralto Corporation
+1.95%
+$25.62 
GILD Gilead Sciences Inc.
+1.93%
+$307.47 
SPGI S&P Global Inc.
+1.82%
+$853.86 
NOC Northrop Grumman Corporation
+1.77%
+$376.38 
CME CME Group Inc.
+1.73%
+$518.29 
DHR Danaher Corporation
+1.61%
+$138.46 
COST Costco Wholesale Corporation
+1.61%
+$348.72 
ORLY O'Reilly Automotive Inc.
+1.56%
+$700.87 
UNH UnitedHealth Group Incorporated
+1.31%
+$467.18 
VTRS Viatris Inc.
+1.31%
+$32 
HLT Hilton Worldwide Holdings Inc.
+1.29%
+$452.01 
KO The Coca-Cola Company
+1.11%
+$150.92 
ZTS Zoetis Inc.
+1.11%
+$37.26 
V Visa Inc. Class A
+1.06%
+$340.6 
HD The Home Depot, Inc.
+1.01%
+$248.8 
ABT Abbott Laboratories
+0.94%
+$87.36 
WCN Waste Connections Inc.
+0.93%
+$889.51 
CP Canadian Pacific Kansas City Limited
+0.91%
+$1,097.55 
SHW The Sherwin-Williams Company
+0.76%
+$168.36 
AQN Algonquin Power & Utilities Corp.
+0.75%
+$4.72 
ESS Essex Property Trust, Inc.
+0.73%
+$59.4 
PYPL PayPal Holdings Inc
+0.72%
+$38.88 
TRP TC Energy Corporation
+0.69%
+$395.64 
GEHC GE HealthCare Technologies Inc.
+0.63%
+$10.8 
USMV iShares MSCI USA Min Vol Factor ETF
+0.62%
+$23,382.68 
MA Mastercard Incorporated
+0.6%
+$222.62 
SLF Sun Life Financial Inc.
+0.6%
+$1,546.08 
JNJ Johnson & Johnson
+0.59%
+$76.44 
AAPL Apple Inc.
+0.55%
+$1,076.05 
ULTA Ulta Beauty Inc.
+0.55%
+$137.54 
BCE BCE Inc.
+0.53%
+$608.25 
PG Procter & Gamble Co
+0.53%
+$93.94 
MRK Merck & Co., Inc.
+0.52%
+$100.5 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.52%
+$514.5 
TU TELUS Corporation
+0.49%
+$271.98 
CNQ Canadian Natural Resources Limited
+0.41%
+$400.98 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$81.4 
CIGI Colliers International Group Inc.
+0.34%
+$177.6 
SFBS ServisFirst Bancshares Inc.
+0.28%
+$11.52 
UNP Union Pacific Corporation
+0.18%
+$72.5 
TJX The TJX Companies, Inc.
+0.11%
+$50.68 
FANG Diamondback Energy Inc
+0.08%
+$20.74 
FIS Fidelity National Information Services, Inc.
+0.08%
+$5.43 
PFE Pfizer Inc.
+0.04%
+$14.72 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 BAM
BAM
0%
$0 BNT
BNT
0%
$0 
GEV GE Vernova Inc.
-8.6%
-$1,646.9 
BAC Bank of America Corporation
-5.36%
-$3,013.92 
INTC Intel Corporation
-5.32%
-$848.62 
AVGO Broadcom Inc.
-4.83%
-$4,890.2 
MU Micron Technology, Inc.
-4.82%
-$8,038.71 
CAT Caterpillar Inc.
-4.17%
-$2,083.76 
SILJ Amplify Junior Silver Miners ETF
-3.61%
-$258.5 
GDXJ VanEck Junior Gold Miners ETF
-3.53%
-$199.35 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.24%
-$280.8 
GDX VanEck Gold Miners ETF
-3.1%
-$255.85 
BTG B2Gold Corp
-3.07%
-$1,762.2 
NVDA NVIDIA Corporation
-2.84%
-$3,971.19 
PH Parker-Hannifin Corporation
-2.53%
-$1,585.32 
GE General Electric Company
-2.01%
-$528.12 
FSV FirstService Corporation
-1.9%
-$1,087.84 
TXN Texas Instruments Inc
-1.84%
-$508.82 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$1,558.9 
MGA Magna International Inc.
-1.75%
-$490.68 
JPM JPMorgan Chase & Co.
-1.73%
-$1,367.52 
BN Brookfield Corporation
-1.66%
-$2,664.14 
WAB Wabtec Corporation
-1.56%
-$35.28 
ETR Entergy Corporation
-1.52%
-$230.4 
TSLA Tesla, Inc.
-1.44%
-$204.75 
CHTR Charter Communications Inc
-1.31%
-$28.65 
C Citigroup Inc.
-1.3%
-$1,991.01 
AMZN Amazon.com Inc
-1.24%
-$1,144.8 
CMCSA Comcast Corp
-1.17%
-$62.64 
XOM Exxon Mobil Corporation
-0.88%
-$921.27 
QCOM QUALCOMM Incorporated
-0.87%
-$154.84 
HGER Harbor Commodity All-Weather Fund
-0.71%
-$6,691.71 
ACWI iShares MSCI ACWI ETF
-0.67%
-$270 
NEE NextEra Energy, Inc.
-0.67%
-$56.1 
EFA iShares MSCI EAFE ETF
-0.65%
-$19,445.4 
COF Capital One Financial Corporation
-0.6%
-$117.18 
DOW Dow Inc.
-0.57%
-$23.76 
F Ford Motor Company
-0.5%
-$32.76 
RY Royal Bank of Canada
-0.42%
-$2,380.45 
IVV iShares Core S&P 500 ETF
-0.33%
-$25,371.96 
DOO BRP Inc. Subordinate Voting Shares
-0.25%
-$126.75 
SWK Stanley Black & Decker Inc.
-0.23%
-$14.28 
TD The Toronto-Dominion Bank
-0.2%
-$1,058.16 
PPG PPG Industries Inc.
-0.16%
-$15.68 
MFC Manulife Financial Corporation
-0.06%
-$77.03 
SPG Simon Property Group, Inc.
-0.04%
-$8.4 
SU Suncor Energy Inc.
-0.01%
-$15.02 Events
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Dividends
Dividend Analysis
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| Trades 118 | Longs Won 82/118 69% | Profit Factor 19.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $145,237.76 |
| Average Win $49,692.87 | Best Trade (Aug 14) $1.59M | Sharpe Ratio -13.81 |
| Average Loss -$5,901.78 | Worst Trade (Sep 14) -$42,872.54 | Z-Score 5.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1w 5d | Expectancy $32,731.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 3,546 | 3,191 | 2,837 | 2,482 | 2,128 | 1,773 | 1,418 | 1,064 | 709 | 355 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 588 | $120,640 | $196,450.8 | - | $75,810.8 | 62.84% | +0.551% |
| ABT Abbott Laboratories | 91 | $12,377 | $9,364.81 | - | -$3,012.19 | -24.34% | +0.942% |
| ACWI iShares MSCI ACWI ETF | 250 | $32,150 | $39,792.5 | - | $7,642.5 | 23.77% | -0.674% |
| ADBE Adobe Inc. | 54 | $20,892 | $14,238.72 | - | -$6,653.28 | -31.85% | +4.54% |
| AMZN Amazon.com Inc | 360 | $78,980 | $91,296 | - | $12,316 | 15.59% | -1.238% |
| AON Aon plc | 142 | $50,660 | $43,941.9 | - | -$6,718.1 | -13.26% | +2.233% |
| AQN Algonquin Power & Utilities Corp. | 118 | $674.7 | $631.3 | - | -$43.4 | -6.43% | +0.753% |
| AVGO Broadcom Inc. | 280 | $77,182 | $96,467 | - | $19,285 | 24.99% | -4.825% |
| BAC Bank of America Corporation | 897 | $42,446 | $53,219.01 | - | $10,773.01 | 25.38% | -5.36% |
| BAM BAM | 703 | $38,905.6 | $38,905.6 | - | - | - | 0.0 |
| BCE BCE Inc. | 4,866 | $107,903 | $114,423.99 | - | $6,520.99 | 6.04% | +0.534% |
| BDX Becton, Dickinson and Company | 53.42 | $7,235 | $9,767.51 | - | $2,532.51 | 35% | +2.8% |
| BN Brookfield Corporation | 4,195.5 | $173,089.55 | $157,687.87 | - | -$15,401.68 | -8.9% | -1.661% |
| BNT BNT | 19 | $1,174 | $1,174 | - | - | - | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 170 | $82,581 | $85,204 | - | $2,623 | 3.18% | -1.797% |
| BTG B2Gold Corp | 10,680 | $38,583 | $55,696.2 | - | $17,113.2 | 44.35% | -3.067% |
| C Citigroup Inc. | 1,100 | $93,632 | $150,711 | - | $57,079 | 60.96% | -1.304% |
| CAT Caterpillar Inc. | 61 | $23,681 | $47,849.01 | - | $24,168.01 | 102.06% | -4.173% |
| CHTR Charter Communications Inc | 15 | $6,132 | $2,157.9 | - | -$3,974.1 | -64.81% | -1.31% |
| CIGI Colliers International Group Inc. | 555 | $72,607.87 | $51,986.85 | - | -$20,621.02 | -28.4% | +0.343% |
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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 - $49,974.88. 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 $541,612.88 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.
