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:
40.16%
Gain +0.2%
Monthly
1.13%
Yearly
14.47%
Drawdown
14.95%
$637.51M
Equity
Holdings
$637.51M
Investment
$479.65M
$205.39M
Profit +$192,075.51
Realized
$47.54M
Unrealized
$157.86M
Dividends
$38.75M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$192,075.51
Win %
71%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$178,440.22
Win %
71%
This Month
Compared to last month
Gain
1.65%
Profit
$10.33M
Win %
71%
This Year
Compared to last year
Gain
7.81%
Profit
$46.31M
Win %
72%
HAS Hasbro Inc.
+9.03%
+$33,621.94 
AMAT Applied Materials, Inc.
+7.77%
+$270,860.87 
INTC Intel Corporation
+5.72%
+$29,875.66 
HMY Harmony Gold Mining Co. Ltd. - Sponsored ADR
+5.3%
+$11,576.32 
DELL Dell Technologies Inc.
+5.15%
+$181,186.56 
FORM FormFactor Inc.
+4.78%
+$26,975.89 
HPE Hewlett Packard Enterprise Company
+4.42%
+$53,148.63 
ENVX Enovix Corporation
+4.38%
+$13,261 
SBSW Sibanye Stillwater Ltd - ADR
+4.37%
+$5,363.75 
NVS Novartis AG Sponsored ADR
+4.35%
+$51,161.5 
GDXJ VanEck Junior Gold Miners ETF
+4.17%
+$147,818.72 
CYD China Yuchai International Ltd
+3.96%
+$9,712.22 
KLAC KLA Corporation
+3.9%
+$20,735.97 
SMFG Sumitomo Mitsui Financial Group, Inc. American Depositary Receipt
+3.88%
+$16,575.81 
GLW Corning Incorporated
+3.83%
+$146,726.27 
RING iShares MSCI Global Gold Miners ETF
+3.57%
+$82,782 
TSLA Tesla, Inc.
+3.52%
+$17,472.83 
ARW Arrow Electronics Inc.
+3.49%
+$15,666.45 
ORCL Oracle Corporation
+3.48%
+$16,840.85 
LAZ Lazard Ltd.
+3.42%
+$7,086.24 
ASML ASML Holding N.V. New York Registry Shares
+3.4%
+$13,248.48 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.39%
+$175,249.14 
GDX VanEck Gold Miners ETF
+3.37%
+$171,443.34 
WWD Woodward Inc.
+3.32%
+$32,371.08 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
+3.29%
+$12,964.95 
MPWR Monolithic Power Systems, Inc.
+3.26%
+$17,738.31 
HXL Hexcel Corporation
+3%
+$14,081.14 
AKAM Akamai Technologies Inc.
+2.95%
+$8,109.42 
ON ON Semiconductor Corporation
+2.92%
+$12,444.32 
KEP Korea Electric Power Corporation Sponsored ADR
+2.92%
+$3,516.48 
TXN Texas Instruments Inc
+2.91%
+$109,296.32 
B BARRICK MINING CORP Common Stock (ABR0)
+2.87%
+$10,102 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
+2.86%
+$6,278.01 
VRT Vertiv Holdings Co
+2.6%
+$8,231.87 
APH Amphenol Corporation
+2.6%
+$55,400.93 
NTAP NetApp, Inc.
+2.59%
+$9,407.52 
UNH UnitedHealth Group Incorporated
+2.56%
+$190,909.02 
C Citigroup Inc.
+2.53%
+$17,809.38 
OPY Oppenheimer Holdings Inc.
+2.51%
+$61,540.9 
TTE TotalEnergies SE
+2.44%
+$20,923.37 
MCHP Microchip Technology Incorporated
+2.33%
+$12,972 
MS Morgan Stanley
+2.33%
+$32,875.44 
IEMG iShares Core MSCI Emerging Markets ETF
+2.31%
+$9,999.57 
LYG Lloyds Banking Group Plc ADR
+2.3%
+$5,626.8 
LCTX Lineage Cell Therapeutics Inc.
+2.27%
+$250 
CAT Caterpillar Inc.
+2.26%
+$47,828.99 
CMI Cummins Inc.
+2.21%
+$50,091 
BBVA Banco Bilbao Vizcaya Argentaria, S.A.
+2.19%
+$8,286.3 
BCS Barclays PLC Sponsored ADR
+2.13%
+$5,916.58 
IRM Iron Mountain Inc.
+2.09%
+$10,265.82 
VST Vistra Corp
+2.09%
+$12,615.86 
VNET VNET Group Inc. American Depositary Receipt
+2.08%
+$3,297.92 
ADI Analog Devices, Inc.
+2.08%
+$20,711.47 
NBXG Neuberger Berman Next Generation Connectivity Fund Inc.
+2.06%
+$36,969.98 
CCAP Crescent Capital BDC, Inc.
+2.05%
+$12,298.95 
HPQ HP Inc.
+2.04%
+$44,288.14 
GSK GSK plc Sponsored ADR
+2.02%
+$42,856.28 
AVEM Avantis Emerging Markets Equity ETF
+1.99%
+$6,393.76 
GFI Gold Fields Ltd. Sponsored ADR
+1.98%
+$3,779.52 
BWA BorgWarner Inc.
+1.9%
+$7,465.77 
VLRS Controladora Vuela Compañía de Aviación, S.A.B. de C.V. ADR
+1.87%
+$2,319.86 
UBS UBS Group AG
+1.82%
+$12,177.7 
HON Honeywell International Inc.
+1.79%
+$13,633.01 
ERII Energy Recovery Inc.
+1.77%
+$2,265 
TEL TE Connectivity plc
+1.73%
+$30,046.72 
SU Suncor Energy Inc.
+1.7%
+$64,085.97 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.69%
+$3,703.3 
ATFV Alger 35 ETF
+1.67%
+$5,040.78 
TDY Teledyne Technologies Incorporated
+1.66%
+$9,063.35 
SNOW Snowflake Inc.
+1.61%
+$13,885.65 
CVE Cenovus Energy Inc.
+1.61%
+$56,370.86 
GLD SPDR Gold Shares
+1.55%
+$6,143.95 
CRL Charles River Laboratories International, Inc.
+1.55%
+$5,132.05 
EQNR Equinor ASA Sponsored ADR
+1.5%
+$3,415.44 
ELV Elevance Health, Inc.
+1.47%
+$110,207.05 
MOG-A Moog Inc.
+1.47%
+$13,851.6 
R Ryder System Inc.
+1.45%
+$10,829.76 
QQQ Invesco QQQ Trust, Series 1
+1.45%
+$9,191 
TM Toyota Motor Corporation
+1.43%
+$3,230.85 
XOM Exxon Mobil Corporation
+1.4%
+$53,320.8 
AER AerCap Holdings N.V.
+1.39%
+$62,854.72 
AVGO Broadcom Inc.
+1.38%
+$112,201.76 
LLY Eli Lilly and Company
+1.36%
+$17,647.54 
CX Cemex S.A.B. de C.V. Sponsored ADR
+1.36%
+$2,529.26 
CVS CVS Health Corporation
+1.33%
+$11,311.3 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.3%
+$3,518.08 
QCOM QUALCOMM Incorporated
+1.27%
+$10,684.23 
APD Air Products and Chemicals, Inc.
+1.27%
+$26,113.2 
IYW iShares U.S. Technology ETF
+1.27%
+$4,189.12 
RTX RTX Corporation
+1.26%
+$9,564.68 
IBB iShares Biotechnology ETF
+1.25%
+$6,952.14 
FTAI FTAI Aviation Ltd.
+1.25%
+$11,132.75 
DVA DaVita Inc.
+1.24%
+$7,609.65 
GEV GE Vernova Inc.
+1.23%
+$4,644.48 
IWF iShares Russell 1000 Growth ETF
+1.22%
+$8,805.66 
MRK Merck & Co., Inc.
+1.2%
+$20,779.01 
CRC California Resources Corp
+1.13%
+$17,394.97 
PCAR PACCAR Inc.
+1.13%
+$13,627.6 
CSCO Cisco Systems, Inc.
+1.11%
+$62,216.53 
MRSH Marsh & McLennan Companies, Inc.
+1.1%
+$13,277.11 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$11,267.55 
GVA Granite Construction Incorporated
+1.1%
+$4,770.39 
BNY BlackRock New York Municipal Income Trust
+1.09%
+$32,337.03 
CRUS Cirrus Logic, Inc.
+1.09%
+$4,287.22 
EFV iShares MSCI EAFE Value ETF
+1.08%
+$3,825.36 
EME EMCOR Group, Inc.
+1.07%
+$3,088.65 
JPM JPMorgan Chase & Co.
+1.06%
+$167,158.8 
ETN Eaton Corporation plc
+1.05%
+$21,315.12 
ABBV AbbVie Inc.
+1.03%
+$32,681.88 
NVDA NVIDIA Corporation
+1.02%
+$178,765.2 
DFAI Dimensional International Core Equity Market ETF
+1%
+$9,911.73 
TAK Takeda Pharmaceutical Company Limited American Depositary Receipt
+1%
+$3,395.43 
AVTR Avantor Inc.
+0.98%
+$1,486.07 
AROC Archrock Inc.
+0.94%
+$7,024.52 
ARCC Ares Capital Corporation
+0.92%
+$7,938.18 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.9%
+$3,648.64 
BAC Bank of America Corporation
+0.89%
+$13,869.87 
IEUR iShares Core MSCI Europe ETF
+0.87%
+$4,304.09 
AMCR Amcor plc
+0.87%
+$3,237.75 
GE General Electric Company
+0.87%
+$5,185.94 
AMGN Amgen Inc.
+0.86%
+$7,678.3 
COP ConocoPhillips
+0.85%
+$2,698.92 
SHEL Shell plc
+0.81%
+$5,138.14 
RJF Raymond James Financial Inc.
+0.79%
+$4,302.52 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.78%
+$3,614.52 
PLD Prologis Inc.
+0.77%
+$12,836.4 
GD General Dynamics Corporation
+0.75%
+$2,842.9 
RDNT RadNet Inc.
+0.73%
+$2,091.5 
PFE Pfizer Inc.
+0.73%
+$2,927.52 
IVV iShares Core S&P 500 ETF
+0.66%
+$30,751.5 
SPY SPDR S&P 500 ETF Trust
+0.65%
+$3,789.7 
INDA ISHARES MSCI INDIA ETF
+0.61%
+$2,771.53 
EMN Eastman Chemical Company
+0.6%
+$1,108.22 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.59%
+$1,389.9 
CBRE CBRE Group Inc.
+0.59%
+$2,848.43 
SRG Seritage Growth Properties
+0.59%
+$255 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$1,738.61 
JNJ Johnson & Johnson
+0.57%
+$32,576.13 
QSR Restaurant Brands International Inc.
+0.57%
+$7,921.62 
CXH MFS Investment Grade Municipal Trust
+0.53%
+$1,413.8 
BLK BlackRock, Inc.
+0.5%
+$17,702.93 
VTV Vanguard Value ETF
+0.5%
+$1,931.04 
ALX Alexander's Inc.
+0.48%
+$32,005.8 
CF CF Industries Holdings, Inc.
+0.48%
+$3,750.04 
MIDD The Middleby Corporation
+0.47%
+$1,254.14 
WBS Webster Financial Corporation
+0.46%
+$1,675.66 
SON Sonoco Products Co.
+0.44%
+$1,036.32 
MAR Marriott International Inc. - Class A
+0.44%
+$6,400.04 
MFC Manulife Financial Corporation
+0.43%
+$2,543.75 
BMY Bristol-Myers Squibb Company
+0.42%
+$1,808.46 
MPC Marathon Petroleum Corporation
+0.41%
+$6,588.03 
HLI Houlihan Lokey Inc.
+0.41%
+$1,360.02 
SW Smurfit WestRock PLC
+0.39%
+$16,459.23 
SCHW Charles Schwab Corporation
+0.36%
+$42,835.31 
FQAL Fidelity Quality Factor ETF
+0.35%
+$1,249.15 
FCFS FirstCash Holdings, Inc.
+0.29%
+$1,460.95 
BBCA JPMorgan BetaBuilders Canada ETF
+0.27%
+$657.25 
IVE ISHARES S&P 500 VALUE ETF
+0.26%
+$1,173.1 
CDP COPT Defense Properties
+0.25%
+$648.95 
QGEN QIAGEN N.V.
+0.22%
+$515.52 
META Meta Platforms Inc Class A
+0.22%
+$24,606.4 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$1,094.73 
VIV Telefonica Brasil S.A. ADR
+0.21%
+$902.7 
FLCA Franklin FTSE Canada ETF
+0.21%
+$468.38 
CVX Chevron Corporation
+0.19%
+$10,255.77 
D Dominion Energy, Inc.
+0.16%
+$4,167.79 
NVO Novo Nordisk A/S Sponsored ADR
+0.15%
+$3,775.72 
BMO Bank of Montreal
+0.15%
+$576.42 
CB Chubb Limited
+0.12%
+$5,165.28 
VMI Valmont Industries, Inc.
+0.12%
+$611.94 
ARES Ares Management Corporation
+0.12%
+$900.9 
HII Huntington Ingalls Industries Inc.
+0.12%
+$434.92 
PFF iShares Preferred and Income Securities ETF
+0.12%
+$3.88 
SNY Sanofi American Depositary Receipt
+0.11%
+$744.55 
T AT&T Inc.
+0.11%
+$1,252.08 
NFLX Netflix, Inc.
+0.09%
+$554.16 
BSM Black Stone Minerals, L.P.
+0.07%
+$131 
STEW SRH Total Return Fund, Inc.
+0.06%
+$508.31 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$2,589.52 
PKG Packaging Corporation of America
+0.03%
+$597.68 
DHI D.R. Horton, Inc.
+0.02%
+$59 
AAPL Apple Inc.
+0.02%
+$6,014.64 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$382.34 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$223.25 
RY Royal Bank of Canada
0%
+$14.04 
DTF DTF Tax-Free Income 2028 Trust
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EP-PC El Paso Energy Capital Trust I PFD CV TR SECS
0%
$0 
EPR-PE EPR Properties
0%
$0 
HOLX Hologic Inc.
0%
$0 
KIM-PN Kimco Realty Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SF Stifel Financial Corp.
0%
$0 
SPE-PC Special Opportunities Fund, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XAGG
0%
$0 
DHR Danaher Corporation
-12.55%
-$100,394 
MSCI MSCI Inc.
-10.95%
-$47,162.04 
WTFC Wintrust Financial Corporation
-3.34%
-$10,485.99 
SPGI S&P Global Inc.
-2.42%
-$21,537.27 
RSG Republic Services, Inc.
-2.22%
-$8,055.6 
NOC Northrop Grumman Corporation
-2.12%
-$41,499.46 
NWS News Corporation
-2.11%
-$9,724.68 
PGR Progressive Corporation
-2%
-$41,556.24 
SBAC SBA Communications Corporation
-1.74%
-$3,743.77 
BABA Alibaba Group Holding Limited SP ADR
-1.73%
-$45,327.36 
TU TELUS Corporation
-1.6%
-$1,859.71 
MO Altria Group, Inc.
-1.52%
-$30,660.89 
AON Aon plc
-1.51%
-$14,965.74 
PYPL PayPal Holdings Inc
-1.46%
-$23,796.1 
TJX The TJX Companies, Inc.
-1.45%
-$25,357.2 
CME CME Group Inc.
-1.35%
-$3,163.96 
UL Unilever PLC Sponsored American Depositary Receipt
-1.3%
-$6,745.1 
MELI MercadoLibre, Inc.
-1.28%
-$4,684.01 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-1.25%
-$21,007.8 
OKE ONEOK, Inc.
-1.25%
-$4,521.36 
FTS Fortis Inc.
-1.22%
-$4,468.03 
DRI Darden Restaurants, Inc.
-1.19%
-$3,908.32 
BHR Braemar Hotels & Resorts Inc.
-1.19%
-$278.27 
MDLZ Mondelez International, Inc.
-1.15%
-$10,302.39 
AIV Apartment Investment and Management Company
-1.12%
-$14,911.74 
MCD McDonald's Corporation
-1.11%
-$32,485.86 
NDAQ Nasdaq, Inc.
-1.11%
-$7,788.72 
PM Philip Morris International Inc.
-1.11%
-$122,238.94 
WOOF Petco Health and Wellness Company, Inc.
-1.11%
-$306 
BOX Box Inc.
-1.1%
-$3,195.32 
CBT Cabot Corporation
-1.1%
-$3,038.98 
PG Procter & Gamble Co
-1.09%
-$3,056.25 
CCI Crown Castle Inc.
-1.09%
-$7,800.45 
ACI Albertsons Companies, Inc.
-1.07%
-$38,619.2 
HD The Home Depot, Inc.
-1.05%
-$5,483.67 
KMI Kinder Morgan, Inc.
-1.04%
-$3,226.6 
AMT American Tower Corporation
-1.04%
-$8,817.26 
WMT Walmart Inc.
-1.03%
-$23,928.13 
SHOP Shopify Inc.
-1.03%
-$6,286.08 
KR Kroger Co.
-1.02%
-$53,294.15 
CACI Caci International Inc.
-1%
-$2,151.52 
BDX Becton, Dickinson and Company
-1%
-$29,660.4 
ACN Accenture plc Class A
-0.99%
-$7,201.44 
LOW Lowe's Companies Inc.
-0.99%
-$27,559.28 
AMZN Amazon.com Inc
-0.98%
-$159,835.23 
SYK Stryker Corporation
-0.97%
-$2,982.21 
BTI British American Tobacco p.l.c. ADR
-0.96%
-$6,390 
CINF Cincinnati Financial Corporation
-0.96%
-$14,686.65 
TFSL TFS Financial Corp.
-0.91%
-$53,927.28 
VICI Vici Properties Inc.
-0.86%
-$2,124.74 
PAYX Paychex Inc.
-0.85%
-$12,861.52 
FAST Fastenal Co.
-0.84%
-$15,391.87 
WEC WEC Energy Group Inc.
-0.81%
-$13,591.41 
KMB Kimberly-Clark Corporation
-0.8%
-$2,472.17 
PHG Koninklijke Philips N.V.
-0.79%
-$20,783.7 
V Visa Inc. Class A
-0.78%
-$76,325.47 
MA Mastercard Incorporated
-0.75%
-$16,072.87 
TRV The Travelers Companies, Inc.
-0.75%
-$4,526.47 
ALB Albemarle Corporation
-0.74%
-$1,599.93 
COST Costco Wholesale Corporation
-0.73%
-$4,856.64 
VDC VANGUARD CONSUMER STAPLES ETF
-0.73%
-$1,506.83 
GOOG Alphabet Inc
-0.72%
-$61,023.74 
IBM International Business Machines Corporation
-0.72%
-$5,159.16 
GOOGL Alphabet Inc
-0.72%
-$47,917.61 
MPLX MPLX LP
-0.7%
-$2,440.4 
AEP American Electric Power Company, Inc.
-0.67%
-$3,333.45 
MGM MGM Resorts International
-0.67%
-$46,183.8 
LMT Lockheed Martin Corporation
-0.67%
-$2,988.61 
DEO Diageo plc Sponsored ADR
-0.65%
-$4,666.2 
MSI Motorola Solutions, Inc.
-0.64%
-$11,148.63 
EWBC East West Bancorp Inc.
-0.64%
-$2,041.7 
CCEP Coca-Cola Europacific Partners PLC
-0.62%
-$3,314.52 
CBL CBL & Associates Properties, Inc.
-0.62%
-$78,390.9 
PEP PepsiCo, Inc.
-0.59%
-$32,417.6 
ZTS Zoetis Inc.
-0.59%
-$2,283.3 
ZTR Virtus Total Return Fund Inc.
-0.58%
-$976.12 
NI NiSource Inc.
-0.57%
-$1,862.12 
LIN Linde plc
-0.53%
-$11,327.54 
MDT Medtronic plc
-0.5%
-$1,900.92 
NGG National Grid plc Sponsored ADR
-0.48%
-$2,339.2 
GFR Greenfire Resources Ltd.
-0.47%
-$11,199.66 
DUK Duke Energy Corporation
-0.46%
-$1,517.28 
TRP TC Energy Corporation
-0.46%
-$2,679.07 
TFC Truist Financial Corporation
-0.45%
-$1,277.88 
MWA Mueller Water Products Inc.
-0.44%
-$1,128.04 
AOS A. O. Smith Corporation
-0.43%
-$1,201.31 
BIO Bio-Rad Laboratories Inc.
-0.42%
-$1,011.77 
UNP Union Pacific Corporation
-0.41%
-$4,855.6 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.4%
-$11,466.28 
VZ Verizon Communications Inc.
-0.39%
-$32,352.02 
EDV Vanguard Extended Duration Treasury ETF
-0.38%
-$15,645.59 
SBUX Starbucks Corporation
-0.38%
-$7,962.41 
AXP American Express Company
-0.37%
-$8,837.33 
HSY The Hershey Company
-0.37%
-$824.67 
ETR Entergy Corporation
-0.36%
-$1,875.96 
PBA Pembina Pipeline Corporation
-0.35%
-$1,214.46 
MSFT Microsoft Corp.
-0.35%
-$69,614.57 
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF
-0.34%
-$1,695.66 
INTU Intuit Inc.
-0.34%
-$1,620.87 
MCK McKesson Corporation
-0.32%
-$3,833.82 
PLTR Palantir Technologies Inc.
-0.3%
-$2,212.82 
TLH iShares 10-20 Year Treasury Bond ETF
-0.3%
-$577.39 
PAA Plains All American Pipeline, L.P.
-0.29%
-$730.38 
BRK-B Berkshire Hathaway Inc.
-0.28%
-$27,839 
RGA Reinsurance Group of America, Inc.
-0.28%
-$1,564.68 
KO The Coca-Cola Company
-0.28%
-$1,032.93 
SDY SPDR S&P Dividend ETF
-0.28%
-$605.87 
WEX Wex Inc.
-0.27%
-$615 
MDU MDU Resources Group, Inc.
-0.26%
-$866.14 
MSM MSC Industrial Direct Co., Inc.
-0.26%
-$1,089.92 
CM Canadian Imperial Bank of Commerce
-0.25%
-$1,086.92 
ROST Ross Stores, Inc.
-0.23%
-$1,149.96 
MBB iShares MBS ETF
-0.23%
-$748.2 
IEF iShares 7-10 Year Treasury Bond ETF
-0.23%
-$1,798.65 
ET Energy Transfer L.P.
-0.22%
-$7,804.17 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.22%
-$8,955.65 
AVIG Avantis Core Fixed Income ETF
-0.22%
-$680.8 
BRK-A Berkshire Hathaway Inc.
-0.22%
-$4,790.73 
MET MetLife Inc.
-0.2%
-$1,117.39 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.19%
-$14,228.72 
DIS The Walt Disney Company
-0.19%
-$757.98 
USB U.S. Bancorp
-0.18%
-$674.01 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$3,120.96 
EPD Enterprise Products Partners L.P.
-0.15%
-$1,492.44 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.15%
-$17,834.13 
PDI Pimco Dynamic Income Fund
-0.15%
-$401.23 
CMCSA Comcast Corp
-0.15%
-$5,254.37 
FLMI Franklin Dynamic Municipal Bond ETF
-0.14%
-$412.72 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.13%
-$287.77 
IUSB iShares Core Universal USD Bond ETF
-0.12%
-$252.4 
TPZ Tortoise Power and Energy Infrastructure Fund, Inc.
-0.12%
-$273.48 
GATX GATX Corporation
-0.1%
-$472.68 
AVB AvalonBay Communities, Inc.
-0.09%
-$2,292.12 
BTT BlackRock Municipal 2030 Target Term Trust
-0.09%
-$4,561.32 
ABT Abbott Laboratories
-0.08%
-$978.4 
DWX SPDR S&P International Dividend ETF
-0.07%
-$381.85 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$141.39 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$171.95 
GNMA iShares GNMA Bond ETF
-0.06%
-$3,449.41 
VGSH Vanguard Short-Term Treasury Fund
-0.06%
-$5,204.13 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.05%
-$319.32 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.05%
-$1,258.29 
SNA Snap-on Inc.
-0.04%
-$229.68 
CLOX Eldridge AAA CLO ETF
-0.04%
-$278 
TT Trane Technologies plc
-0.03%
-$398.76 
NSC Norfolk Southern Corporation
-0.02%
-$809.12 
NEE NextEra Energy, Inc.
-0.01%
-$218.62 Events
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Dividends
Dividend Analysis
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| Trades 4030 | Longs Won 2675/4030 66% | Profit Factor 5.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $375,567.24 |
| Average Win $95,826.97 | Best Trade (Jul 22) $15.97M | Sharpe Ratio -16.01 |
| Average Loss -$37,595.77 | Worst Trade (Jul 24) -$1.71M | Z-Score 7.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 5d | Expectancy $50,966.47 |
| 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 | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
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Returns
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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 - $5.85M, Apple Inc - $5M, NVIDIA Corporation - $4.38M, FTAI Aviation Ltd - $3.41M, and Microsoft Corp - $3.09M. 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 - $1.43M, United Parcel Service, Inc - $1.3M, Diageo plc Sponsored ADR - $1.25M, Albemarle Corporation - $627,217.95, and NextEra Energy, Inc - $623,769.97. 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 $38.75M earned over time. The largest contributors to dividend income include Philip Morris International Inc - $1.29M, Verizon Communications Inc - $1.12M, Goldman Sachs Access Treasury 0-1 Year ETF - $980,197.57, Vanguard Short-Term Treasury Fund - $880,651.35, and Janus Henderson AAA CLO ETF - $832,352.45. 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.
