Ira Ravitz Portfolio
Invests via Beverly Hills Private Wealth LLC | Managed by Ira H. Ravitz, Scott Shagrin, Nick Nejad, Lisa Westermark
Invests via Beverly Hills Private Wealth LLC
Managed by Ira H. Ravitz, Scott Shagrin, Nick Nejad, Lisa Westermark
Automatically Tracked
Ira Ravitz Profile
A seasoned entrepreneur and investor, Ira Ravitz has made significant contributions across diverse industries. With a strong background in technology and consumer services, he excels in identifying market opportunities and driving growth initiatives. His experience spans startup leadership to scaling operations within established enterprises, fostering innovation while ensuring operational efficiency. By leveraging his expertise, Ravitz has successfully navigated complex business environments, establishing himself as a pivotal figure in connecting investment with high-potential ventures. As he continues to engage with emerging companies, his focus remains on developing disruptive solutions that cater to evolving market demands.
A seasoned entrepreneur and investor, Ira Ravitz has made significant contributions across diverse industries. With a strong background in technology and consumer services, he excels in identifying market opportunities and driving growth initiatives. His experience spans startup leadership to scaling operations within established enterprises, fostering innovation while ensuring operational efficiency. By leveraging his expertise, Ravitz has successfully navigated complex business environments, establishing himself as a pivotal figure in connecting investment with high-potential ventures. As he continues to engage with emerging companies, his focus remains on developing disruptive solutions that cater to evolving market demands.
Investment Philosophy & Strategy
Opportunity lies in understanding evolving market dynamics, and Ira Ravitz is adept at recognizing these shifts. His entrepreneurial journey encompasses a unique blend of technology and consumer-focused ventures, creating an advantage in investment selection. The emphasis on fostering innovation aligns with his commitment to supporting emerging companies that have transformative potential. By engaging deeply with startups, he seeks out disruptive solutions that resonate within the current business landscape. This approach not only drives growth but also positions him as a catalyst for operational excellence and strategic advancement.
Opportunity lies in understanding evolving market dynamics, and Ira Ravitz is adept at recognizing these shifts. His entrepreneurial journey encompasses a unique blend of technology and consumer-focused ventures, creating an advantage in investment selection. The emphasis on fostering innovation aligns with his commitment to supporting emerging companies that have transformative potential. By engaging deeply with startups, he seeks out disruptive solutions that resonate within the current business landscape. This approach not only drives growth but also positions him as a catalyst for operational excellence and strategic advancement.
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:
49.65%
Gain -0.35%
Monthly
1.14%
Yearly
14.63%
Drawdown
14.98%
$528.45M
Equity
Holdings
$528.45M
Investment
$405.02M
$215.44M
Profit -$1.29M
Realized
$92.02M
Unrealized
$123.43M
Dividends
$39.7M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.35%
Profit
-$1.29M
Win %
68%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$1.29M
Win %
68%
This Month
Compared to last month
Gain
-0.43%
Profit
-$2.28M
Win %
68%
This Year
Compared to last year
Gain
3.62%
Profit
$18.3M
Win %
72%
INTU Intuit Inc.
+5.55%
+$27,325.8 
ACI Albertsons Companies, Inc.
+5.34%
+$176,546.17 
LCTX Lineage Cell Therapeutics Inc.
+4.46%
+$450 
DVA DaVita Inc.
+4.42%
+$9,495.68 
GSK GSK plc Sponsored ADR
+4.27%
+$68,228.05 
HONA Honeywell Aerospace Inc.
+4.18%
+$8,407.92 
SHOP Shopify Inc.
+4.13%
+$24,830.47 
PLTR Palantir Technologies Inc.
+4.13%
+$34,805.67 
KR Kroger Co.
+3.76%
+$217,883.6 
NFLX Netflix, Inc.
+3.76%
+$20,509.68 
NWS News Corporation
+3.62%
+$9,815.35 
MCK McKesson Corporation
+3.23%
+$53,503.9 
GOOGL Alphabet Inc
+3.08%
+$202,494.24 
GOOG Alphabet Inc
+2.97%
+$227,178.17 
META Meta Platforms Inc Class A
+2.91%
+$330,635.46 
BDX Becton, Dickinson and Company
+2.79%
+$109,893.76 
IBM International Business Machines Corporation
+2.71%
+$13,081.22 
SYK Stryker Corporation
+2.45%
+$6,090.73 
PAYX Paychex Inc.
+2.4%
+$10,349.94 
MO Altria Group, Inc.
+2.32%
+$17,257.6 
MSI Motorola Solutions, Inc.
+2.3%
+$21,407.84 
MSFT Microsoft Corp.
+2.27%
+$454,833.5 
WMT Walmart Inc.
+2.27%
+$24,171.21 
AON Aon plc
+2.26%
+$20,196.31 
PHG Koninklijke Philips N.V.
+2.2%
+$60,038.82 
DIS The Walt Disney Company
+2.19%
+$9,450.48 
DEO Diageo plc Sponsored ADR
+2.08%
+$17,659.8 
T AT&T Inc.
+2.07%
+$18,587.37 
LLY Eli Lilly and Company
+2.04%
+$22,563.85 
AVB AvalonBay Communities, Inc.
+2.02%
+$35,727.75 
GFR Greenfire Resources Ltd.
+1.99%
+$54,070.12 
MCD McDonald's Corporation
+1.96%
+$34,070.24 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$9,524.94 
NOC Northrop Grumman Corporation
+1.74%
+$4,769.37 
ABBV AbbVie Inc.
+1.73%
+$27,368.16 
PM Philip Morris International Inc.
+1.7%
+$95,612.46 
TME Tencent Music Entertainment Group
+1.69%
+$22,046.31 
NVS Novartis AG Sponsored ADR
+1.65%
+$5,879.94 
MAR Marriott International Inc. - Class A
+1.64%
+$22,144.19 
SW Smurfit WestRock PLC
+1.62%
+$86,520 
COST Costco Wholesale Corporation
+1.58%
+$10,210.08 
SRG Seritage Growth Properties
+1.56%
+$510 
KMB Kimberly-Clark Corporation
+1.49%
+$4,050.72 
ELV Elevance Health, Inc.
+1.43%
+$122,100 
VZ Verizon Communications Inc.
+1.4%
+$151,599.2 
PGR Progressive Corporation
+1.4%
+$11,345.28 
BHR Braemar Hotels & Resorts Inc.
+1.34%
+$278.27 
RSG Republic Services, Inc.
+1.33%
+$3,564 
UNH UnitedHealth Group Incorporated
+1.32%
+$75,220.04 
VDC VANGUARD CONSUMER STAPLES ETF
+1.24%
+$2,524.95 
CINF Cincinnati Financial Corporation
+1.21%
+$5,983.95 
NVO Novo Nordisk A/S Sponsored ADR
+1.18%
+$32,416.62 
AMGN Amgen Inc.
+1.18%
+$10,408.53 
CVS CVS Health Corporation
+1.09%
+$3,489.64 
LOW Lowe's Companies Inc.
+1.06%
+$11,271.51 
V Visa Inc. Class A
+1.05%
+$113,920.39 
HD The Home Depot, Inc.
+1%
+$3,191.98 
AXP American Express Company
+0.89%
+$10,065.6 
ABT Abbott Laboratories
+0.87%
+$3,696.17 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$19,817.82 
CB Chubb Limited
+0.85%
+$29,891.27 
IBB iShares Biotechnology ETF
+0.83%
+$4,739.28 
BMY Bristol-Myers Squibb Company
+0.73%
+$1,723.76 
PYPL PayPal Holdings Inc
+0.71%
+$12,169.09 
TRV The Travelers Companies, Inc.
+0.7%
+$3,995.89 
MA Mastercard Incorporated
+0.61%
+$7,172.58 
CVE Cenovus Energy Inc.
+0.6%
+$21,584.6 
RDNT RadNet Inc.
+0.59%
+$2,103.25 
JNJ Johnson & Johnson
+0.58%
+$21,764.39 
AAPL Apple Inc.
+0.54%
+$142,380.98 
PG Procter & Gamble Co
+0.52%
+$1,367.31 
ALX Alexander's Inc.
+0.51%
+$33,168.64 
EDV Vanguard Extended Duration Treasury ETF
+0.5%
+$23,443.06 
MRK Merck & Co., Inc.
+0.44%
+$3,528.06 
TFSL TFS Financial Corp.
+0.35%
+$22,451.16 
HSY The Hershey Company
+0.35%
+$787.09 
SBUX Starbucks Corporation
+0.35%
+$1,205.43 
MELI MercadoLibre, Inc.
+0.34%
+$1,266.82 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$907.91 
SPE-PC Special Opportunities Fund, Inc.
+0.3%
+$2,391.26 
MET MetLife Inc.
+0.26%
+$648 
BABA Alibaba Group Holding Limited SP ADR
+0.21%
+$4,626.21 
FAST Fastenal Co.
+0.21%
+$1,667.51 
FCT First Trust Senior Floating Rate Income Fund II
+0.21%
+$1,424.34 
WOOF Petco Health and Wellness Company, Inc.
+0.2%
+$51 
UNP Union Pacific Corporation
+0.18%
+$841.02 
NSC Norfolk Southern Corporation
+0.16%
+$1,967.04 
MGM MGM Resorts International
+0.15%
+$5,185.32 
D Dominion Energy, Inc.
+0.15%
+$1,035.88 
ARCC Ares Capital Corporation
+0.13%
+$1,127.78 
TJX The TJX Companies, Inc.
+0.12%
+$768.47 
KMI Kinder Morgan, Inc.
+0.11%
+$322.84 
SU Suncor Energy Inc.
+0.1%
+$4,044.04 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$686 
PEP PepsiCo, Inc.
+0.04%
+$2,885.88 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.03%
+$2,502.6 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.03%
+$82.44 
CLOX Eldridge AAA CLO ETF
+0.02%
+$130.09 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$992.77 
PCAR PACCAR Inc.
+0.02%
+$201.52 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$280.3 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$93.8 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
FORM FormFactor Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MXF Mexico Fund, Inc.
0%
$0 
KIM-PN Kimco Realty Corporation
0%
$0 
EP-PC El Paso Energy Capital Trust I PFD CV TR SECS
0%
-$1.31 XAGG
XAGG
0%
$0 
GLW Corning Incorporated
-14.06%
-$183,938.88 
HPE Hewlett Packard Enterprise Company
-10.16%
-$40,087.43 
GEV GE Vernova Inc.
-8.66%
-$26,279.31 
LRCX Lam Research Corporation
-7.91%
-$16,826.8 
ETN Eaton Corporation plc
-7.5%
-$73,146.7 
VRT Vertiv Holdings Co
-7.13%
-$18,248.3 
MPWR Monolithic Power Systems, Inc.
-7.08%
-$14,168.51 
STM STMicroelectronics N.V.
-6.99%
-$10,807.2 
AROC Archrock Inc.
-6.8%
-$18,116.52 
AMAT Applied Materials, Inc.
-6.73%
-$194,182.81 
KLAC KLA Corporation
-6.58%
-$28,060.56 
EGO Eldorado Gold Corporation
-5.89%
-$123,932.18 
FTAI FTAI Aviation Ltd.
-5.68%
-$47,236.11 
APH Amphenol Corporation
-5.64%
-$101,827.44 
ERII Energy Recovery Inc.
-5.63%
-$6,417.5 
ON ON Semiconductor Corporation
-5.4%
-$8,865.27 
BAC Bank of America Corporation
-5.3%
-$65,196.6 
INTC Intel Corporation
-5.3%
-$29,647.92 
DELL Dell Technologies Inc.
-5.04%
-$165,651.78 
VST Vistra Corp
-4.99%
-$228,531.81 
AVGO Broadcom Inc.
-4.79%
-$234,235.54 
MU Micron Technology, Inc.
-4.76%
-$16,452.15 
ADI Analog Devices, Inc.
-4.53%
-$26,428.15 
ORCL Oracle Corporation
-4.42%
-$13,900.33 
CAT Caterpillar Inc.
-4.15%
-$83,989.31 
WWD Woodward Inc.
-3.94%
-$13,529.06 
AMD Advanced Micro Devices, Inc.
-3.9%
-$12,020.59 
TT Trane Technologies plc
-3.76%
-$24,627.19 
GVA Granite Construction Incorporated
-3.72%
-$15,735.2 
TEL TE Connectivity plc
-3.65%
-$77,535.2 
GDXJ VanEck Junior Gold Miners ETF
-3.51%
-$169,281.2 
MS Morgan Stanley
-3.4%
-$44,177.4 
ZTR Virtus Total Return Fund Inc.
-3.33%
-$5,198.16 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.29%
-$227,593.32 
HPQ HP Inc.
-3.21%
-$114,831.06 
BNY BlackRock New York Municipal Income Trust
-3.17%
-$66,061.32 
GDX VanEck Gold Miners ETF
-3.09%
-$213,887.86 
MWA Mueller Water Products Inc.
-3.01%
-$7,383.6 
UBS UBS Group AG
-2.97%
-$20,319.66 
FCFS FirstCash Holdings, Inc.
-2.91%
-$6,407.99 
RING iShares MSCI Global Gold Miners ETF
-2.87%
-$93,234.75 
NVDA NVIDIA Corporation
-2.85%
-$483,050.28 
B BARRICK MINING CORP Common Stock (ABR0)
-2.84%
-$12,526.48 
CMI Cummins Inc.
-2.83%
-$12,576.66 
ENVX Enovix Corporation
-2.8%
-$5,909.04 
BAC-PL Bank of America Corporation
-2.48%
-$8,737.04 
SF Stifel Financial Corp.
-2.18%
-$97,177.26 
PDI Pimco Dynamic Income Fund
-2.17%
-$4,423.68 
OPY Oppenheimer Holdings Inc.
-2.06%
-$53,274.49 
AVEM Avantis Emerging Markets Equity ETF
-2.06%
-$6,861.78 
GE General Electric Company
-1.98%
-$9,931.74 
TXN Texas Instruments Inc
-1.96%
-$23,174.59 
VMI Valmont Industries, Inc.
-1.91%
-$3,246.75 
AIV Apartment Investment and Management Company
-1.87%
-$23,224.72 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$154,642.88 
JPM JPMorgan Chase & Co.
-1.72%
-$253,625.39 
CSCO Cisco Systems, Inc.
-1.65%
-$50,445.8 
RJF Raymond James Financial Inc.
-1.58%
-$20,097 
AER AerCap Holdings N.V.
-1.58%
-$63,813.4 
APD Air Products and Chemicals, Inc.
-1.56%
-$5,015.72 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$4,080.54 
ETR Entergy Corporation
-1.48%
-$2,865.72 
C Citigroup Inc.
-1.47%
-$10,534.61 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
-1.45%
-$3,199.2 
GLD SPDR Gold Shares
-1.35%
-$5,783.48 
RTX RTX Corporation
-1.32%
-$8,383.97 
BLK BlackRock, Inc.
-1.28%
-$25,129.11 
BOTZ Global X Robotics & Artificial Intelligence ETF
-1.28%
-$2,873.25 
CMCSA Comcast Corp
-1.23%
-$59,852.32 
CRC California Resources Corp
-1.23%
-$24,963.01 
AMZN Amazon.com Inc
-1.22%
-$202,228.56 
ATFV Alger 35 ETF
-1.19%
-$3,761.41 
PAA Plains All American Pipeline, L.P.
-1.15%
-$3,130.2 
MOG-A Moog Inc.
-1.13%
-$3,974.4 
CF CF Industries Holdings, Inc.
-1.09%
-$4,495 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$3,023.35 
QCOM QUALCOMM Incorporated
-0.99%
-$8,447.27 
CVX Chevron Corporation
-0.94%
-$30,481.62 
BEN Franklin Resources Inc.
-0.83%
-$14,107.24 
MFM MFS Municipal Income Trust
-0.77%
-$916 
IEUR iShares Core MSCI Europe ETF
-0.73%
-$3,512.04 
NEE NextEra Energy, Inc.
-0.69%
-$3,888.54 
TTE TotalEnergies SE
-0.69%
-$1,677.69 
MSCI MSCI Inc.
-0.68%
-$1,835.99 
ACWI iShares MSCI ACWI ETF
-0.67%
-$2,095.2 
IEFA iShares Core MSCI EAFE ETF
-0.67%
-$7,503.86 
COP ConocoPhillips
-0.66%
-$2,194.94 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$4,531.2 
PFF iShares Preferred and Income Securities ETF
-0.64%
-$21.32 
LIN Linde plc
-0.62%
-$6,357.05 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.6%
-$16,963.19 
ET Energy Transfer L.P.
-0.58%
-$21,671.62 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.58%
-$9,210.69 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$2,925.05 
PLD Prologis Inc.
-0.57%
-$2,952.18 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$4,020 
CBL CBL & Associates Properties, Inc.
-0.56%
-$46,397.82 
IYW iShares U.S. Technology ETF
-0.56%
-$1,942.84 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
-0.52%
-$9,540.64 
STEW SRH Total Return Fund, Inc.
-0.52%
-$5,639.68 
R Ryder System Inc.
-0.46%
-$1,351.48 
VTV Vanguard Value ETF
-0.46%
-$1,532.64 
SHEL Shell plc
-0.44%
-$1,391.05 
WEC WEC Energy Group Inc.
-0.39%
-$2,170.54 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.39%
-$10,174.28 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$686.35 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$826.43 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$2,071.72 
IVV iShares Core S&P 500 ETF
-0.32%
-$14,882.36 
IWB iShares Russell 1000 ETF
-0.32%
-$884.25 
EPD Enterprise Products Partners L.P.
-0.31%
-$2,984.88 
PSA Public Storage Common Stock
-0.28%
-$577.92 
MPC Marathon Petroleum Corporation
-0.28%
-$5,617.65 
PKG Packaging Corporation of America
-0.23%
-$4,663.37 
INDA ISHARES MSCI INDIA ETF
-0.22%
-$986.48 
ROST Ross Stores, Inc.
-0.21%
-$995.41 
DTF DTF Tax-Free Income 2028 Trust
-0.21%
-$8,062.1 
MDLZ Mondelez International, Inc.
-0.2%
-$627.5 
FLCA Franklin FTSE Canada ETF
-0.18%
-$417.3 
BTT BlackRock Municipal 2030 Target Term Trust
-0.18%
-$10,132.28 
AMP Ameriprise Financial, Inc.
-0.13%
-$2,466.8 
CCAP Crescent Capital BDC, Inc.
-0.1%
-$831.61 
BBCA JPMorgan BetaBuilders Canada ETF
-0.1%
-$248.2 
EPR-PE EPR Properties
-0.09%
-$2,555.82 
BSM Black Stone Minerals, L.P.
-0.09%
-$170.3 
FLMI Franklin Dynamic Municipal Bond ETF
-0.08%
-$218.7 
FQAL Fidelity Quality Factor ETF
-0.07%
-$240.68 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.06%
-$2,156.07 
MBB iShares MBS ETF
-0.05%
-$142.34 
MFC Manulife Financial Corporation
-0.05%
-$132.2 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$290.6 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$5,904.93 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$573.19 
IWD iShares Russell 1000 Value ETF
-0.03%
-$69.04 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$2,544.37 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$54.25 
GNMA iShares GNMA Bond ETF
-0.01%
-$910.85 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4255 | Longs Won 2861/4255 67% | Profit Factor 4.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $360,239.18 |
| Average Win $94,575.01 | Best Trade (Sep 04) $15.73M | Sharpe Ratio -9.05 |
| Average Loss -$39,551.23 | Worst Trade (Aug 24) -$1.69M | Z-Score 6.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2d | Expectancy $50,633.3 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 79,542 | $15.29M | $26.57M | - | $11.28M | 73.74% | +0.539% |
| ABBV AbbVie Inc. | 6,164 | $846,242.92 | $1.61M | - | $766,012.92 | 90.52% | +1.727% |
| ABT Abbott Laboratories | 4,153 | $468,110.92 | $427,094.52 | - | -$41,016.4 | -8.76% | +0.873% |
| ACI Albertsons Companies, Inc. | 273,715 | $5.25M | $3.48M | - | -$1.76M | -33.6% | +5.339% |
| ACWI iShares MSCI ACWI ETF | 1,940 | $304,521 | $308,789.8 | - | $4,268.8 | 1.4% | -0.674% |
| ADI Analog Devices, Inc. | 1,541 | $296,995.03 | $557,271.83 | - | $260,276.8 | 87.64% | -4.528% |
| AER AerCap Holdings N.V. | 28,488 | $2.88M | $3.97M | - | $1.09M | 37.8% | -1.583% |
| AIV Apartment Investment and Management Company | 516,105 | $3.49M | $1.22M | - | -$2.27M | -65.17% | -1.875% |
| ALX Alexander's Inc. | 25,913 | $5.9M | $6.49M | - | $589,290.82 | 9.99% | +0.514% |
| AMAT Applied Materials, Inc. | 6,319 | $1.19M | $2.69M | - | $1.5M | 125.43% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 597 | $346,804 | $296,109.01 | - | -$50,694.99 | -14.62% | -3.901% |
| AMGN Amgen Inc. | 2,339 | $616,103.44 | $893,030.2 | - | $276,926.76 | 44.95% | +1.179% |
| AMP Ameriprise Financial, Inc. | 3,524 | $1.62M | $1.96M | - | $345,785.84 | 21.39% | -0.126% |
| AMZN Amazon.com Inc | 64,404 | $8.81M | $16.34M | - | $7.53M | 85.48% | -1.223% |
| AON Aon plc | 2,957 | $949,247.46 | $915,250.64 | - | -$33,996.82 | -3.58% | +2.256% |
| APD Air Products and Chemicals, Inc. | 1,106 | $273,149.27 | $317,305.86 | - | $44,156.59 | 16.17% | -1.556% |
| APH Amphenol Corporation | 21,528 | $420,634.32 | $1.7M | - | $1.28M | 305.29% | -5.636% |
| ARCC Ares Capital Corporation | 45,111 | $845,196.23 | $891,618.91 | - | $46,422.68 | 5.49% | +0.127% |
| AROC Archrock Inc. | 8,124 | $95,071.61 | $248,106.96 | - | $153,035.35 | 160.97% | -6.805% |
| ATFV Alger 35 ETF | 8,003 | $284,256.86 | $312,837.27 | - | $28,580.41 | 10.05% | -1.188% |
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FAQ
Which stocks have generated the highest profits for Ira Ravitz?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $8.14M, Apple Inc - $7.6M, NVIDIA Corporation - $5.97M, Corning Incorporated - $4.42M, and Philip Morris International Inc - $3.98M. 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: Pfizer Inc - $1.47M, United Parcel Service, Inc - $1.3M, Diageo plc Sponsored ADR - $1.21M, Crown Castle Inc - $879,291.98, and Albemarle Corporation - $709,767.11. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ira Ravitz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $39.7M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $1.27M, Philip Morris International Inc - $1.13M, Goldman Sachs Access Treasury 0-1 Year ETF - $990,633.6, Vanguard Short-Term Treasury Fund - $941,099.67, and Janus Henderson AAA CLO ETF - $870,738.12. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ira Ravitz's monthly returns?
Ira Ravitz's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ira Ravitz's strategy be considered aggressive or moderate?
Ira Ravitz's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Ira Ravitz's strategy?
Ira Ravitz'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.
