Venkatram Krishnamurthy Portfolio
Invests via V2 Financial group LLC | Managed by Venkatram Krishnamurthy, Venkata K.S. Vedam
Invests via V2 Financial group LLC
Managed by Venkatram Krishnamurthy, Venkata K.S. Vedam
Automatically Tracked
venkatram krishnamurthy Profile
Veteran technology entrepreneur and investor focused on enterprise software, cloud and AI-enabled infrastructure, with operating experience scaling startups to exits and managing growth-stage initiatives. Venkatram Krishnamurthy brings hands-on product and GTM leadership, sits on several private company boards, and leads angel and seed rounds for B2B SaaS founders. Known for mentoring executive teams and advising on fundraising, go-to-market, and strategic M&A paths.
Veteran technology entrepreneur and investor focused on enterprise software, cloud and AI-enabled infrastructure, with operating experience scaling startups to exits and managing growth-stage initiatives. Venkatram Krishnamurthy brings hands-on product and GTM leadership, sits on several private company boards, and leads angel and seed rounds for B2B SaaS founders. Known for mentoring executive teams and advising on fundraising, go-to-market, and strategic M&A paths.
Investment Philosophy & Strategy
Hands-on investor prioritizing enterprise software, cloud and AI-enabled infrastructure businesses with durable go-to-market moats. Focuses on seed and growth-stage B2B SaaS, deploying capital alongside active operational support—product roadmap, GTM scaling, fundraising and M&A positioning. Prefers pragmatic capital allocation with milestone-driven checks, founder-aligned economics, and 12–48 month horizons to de-risk early commercialization. Underwrites deals for technical differentiation, unit-economics improvement and repeatable sales motion while providing board-level governance and strategic exits guidance.
Hands-on investor prioritizing enterprise software, cloud and AI-enabled infrastructure businesses with durable go-to-market moats. Focuses on seed and growth-stage B2B SaaS, deploying capital alongside active operational support—product roadmap, GTM scaling, fundraising and M&A positioning. Prefers pragmatic capital allocation with milestone-driven checks, founder-aligned economics, and 12–48 month horizons to de-risk early commercialization. Underwrites deals for technical differentiation, unit-economics improvement and repeatable sales motion while providing board-level governance and strategic exits guidance.
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:
30.03%
Gain +0.01%
Monthly
0.55%
Yearly
6.76%
Drawdown
14.09%
$240.46M
Equity
Holdings
$240.46M
Investment
$173.03M
$78.13M
Profit +$18,898.79
Realized
$10.7M
Unrealized
$67.43M
Dividends
$13.37M
Goals
Avg. 81% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$18,898.79
Win %
77%
This Week
Compared To Last Week
Gain
0.01%
Profit
$18,898.79
Win %
77%
This Month
Compared to last month
Gain
-1.88%
Profit
-$4.59M
Win %
77%
This Year
Compared to last year
Gain
3.1%
Profit
$9.62M
Win %
76%
INTC Intel Corporation
+6.51%
+$160,784.08 
GS The Goldman Sachs Group, Inc.
+2.62%
+$15,371.36 
T AT&T Inc.
+2.52%
+$12,178.26 
VZ Verizon Communications Inc.
+2.49%
+$17,428.32 
JPM JPMorgan Chase & Co.
+2.31%
+$5,726.17 
U Unity Software Inc.
+2%
+$5,350 
PM Philip Morris International Inc.
+1.95%
+$5,256.17 
XLB Materials Select Sector SPDR Fund
+1.87%
+$4,258.56 
TSLA Tesla, Inc.
+1.82%
+$5,598.32 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$13,415.66 
CVS CVS Health Corporation
+1.47%
+$6,883.48 
CAT Caterpillar Inc.
+1.44%
+$4,567.82 
XLF Financial Select Sector SPDR Fund
+1.37%
+$11,851.92 
ABBV AbbVie Inc.
+1.32%
+$25,734.24 
LRCX Lam Research Corporation
+1.18%
+$5,375.38 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$57,495.15 
IWN iShares Russell 2000 Value ETF
+1.17%
+$2,772 
VPU Vanguard Utilities ETF
+1.15%
+$10,293 
INDA ISHARES MSCI INDIA ETF
+1.13%
+$20,261.88 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$7,315.22 
JNJ Johnson & Johnson
+1.07%
+$6,431.28 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+1.05%
+$23,537.52 
V Visa Inc. Class A
+1.05%
+$3,206.4 
IWD iShares Russell 1000 Value ETF
+0.98%
+$2,585 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$4,852.16 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$3,800 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$3,395.28 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$14,241.9 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$2,321.98 
IWM iShares Russell 2000 ETF
+0.87%
+$6,736.11 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$14,468.91 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$7,935.98 
CVX Chevron Corporation
+0.75%
+$3,173.8 
UGI UGI Corporation
+0.75%
+$2,925.52 
MO Altria Group, Inc.
+0.74%
+$2,428.46 
UNH UnitedHealth Group Incorporated
+0.73%
+$26,091.45 
HD The Home Depot, Inc.
+0.73%
+$2,458.54 
XSW SPDR S&P Software & Services ETF
+0.72%
+$2,261 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,463.4 
VB Vanguard Small-Cap ETF
+0.7%
+$7,444.8 
IYK iShares U.S. Consumer Staples ETF
+0.69%
+$1,836 
COST Costco Wholesale Corporation
+0.68%
+$8,358.27 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$2,782.78 
IYJ iShares U.S. Industrials ETF
+0.68%
+$2,139.99 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$4,545.07 
XLP Consumer Staples Select Sector SPDR Fund
+0.65%
+$9,642.6 
IYW iShares U.S. Technology ETF
+0.61%
+$2,811.98 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,848.52 
VGT Vanguard Information Technology ETF
+0.58%
+$2,680 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$9,097.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$8,676.72 
VOO Vanguard S&P 500 ETF
+0.55%
+$9,088.03 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$577,938.08 
GOOGL Alphabet Inc
+0.53%
+$15,631.44 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$19,852.15 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,500 
IWB iShares Russell 1000 ETF
+0.52%
+$2,495.99 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$1,120 
IYY iShares Dow Jones U.S. ETF
+0.47%
+$4,620.06 
GOOG Alphabet Inc
+0.45%
+$23,992 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$3,155.04 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$1,394.85 
PEP PepsiCo, Inc.
+0.38%
+$711.18 
XOM Exxon Mobil Corporation
+0.28%
+$504.63 
MMM 3M Company
+0.26%
+$613.36 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$2,760 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.25%
+$595.09 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$936 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.18%
+$11,923.87 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$13,692.84 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$1,570.95 
NVDA NVIDIA Corporation
+0.16%
+$3,956.48 
PFE Pfizer Inc.
+0.15%
+$1,168.48 
BABA Alibaba Group Holding Limited SP ADR
+0.12%
+$3,124.94 
MSFT Microsoft Corp.
+0.1%
+$2,598 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$126.78 
ORCL Oracle Corporation
+0.02%
+$75.96 
BSV Vanguard Short-Term Bond ETF
0%
$0 
IHI iShares U.S. Medical Devices ETF
0%
$0 
PLUG Plug Power Inc.
-2.47%
-$721 
PLTR Palantir Technologies Inc.
-2.36%
-$19,272.34 
SHOP Shopify Inc.
-2.02%
-$6,168.18 
AAPL Apple Inc.
-1.52%
-$121,149 
MRK Merck & Co., Inc.
-1.42%
-$3,103.64 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$4,818 
AMZN Amazon.com Inc
-1.23%
-$59,306.56 
BA Boeing Company
-1.16%
-$23,067.75 
NFLX Netflix, Inc.
-1.14%
-$8,019.39 
BB BlackBerry Ltd.
-1.08%
-$3,210 
AJG Arthur J. Gallagher & Co.
-1%
-$10,798.06 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$9,000.01 
IBM International Business Machines Corporation
-0.95%
-$2,834.48 
AVGO Broadcom Inc.
-0.91%
-$3,426.5 
BDX Becton, Dickinson and Company
-0.75%
-$2,474.19 
LEG Leggett & Platt, Inc.
-0.7%
-$15,315.98 
CSCO Cisco Systems, Inc.
-0.6%
-$2,968.92 
ISRG Intuitive Surgical, Inc.
-0.45%
-$1,891.51 
IHE iShares U.S. Pharmaceuticals ETF
-0.34%
-$1,056 
CRM Salesforce Inc
-0.34%
-$1,089.2 
DIS The Walt Disney Company
-0.3%
-$4,838.68 
META Meta Platforms Inc Class A
-0.26%
-$5,118.5 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$14,734.65 
IYH iShares U.S. Healthcare ETF
-0.2%
-$1,690 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$3,089.8 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,329.84 
DFCA Dimensional California Municipal Bond ETF
-0.08%
-$397.6 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$960.66 
CALI China Auto Logistics Inc.
-0.01%
-$49.45 Events
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Dividends
Dividend Analysis
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| Trades 995 | Longs Won 653/995 65% | Profit Factor 5.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $743,818.57 |
| Average Win $143,956.35 | Best Trade (Jun 02) $14.87M | Sharpe Ratio -10.54 |
| Average Loss -$46,419.17 | Worst Trade (Jun 30) -$1.47M | Z-Score 2.93 (99.66%) |
| Commissions $0 | Avg. Trade Length 1y 11m 3w 1d | Expectancy $78,520.74 |
| 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% | 0.08% |
| Consecutive Losing Trades | 5,181 | 4,663 | 4,145 | 3,627 | 3,109 | 2,591 | 2,073 | 1,554 | 1,036 | 518 |
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Returns
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