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:
58.21%
Gain +1.49%
Monthly
0.9%
Yearly
11.43%
Drawdown
19.88%
$240.37M
Equity
Holdings
$240.37M
Investment
$172.77M
$78.3M
Profit +$2.28M
Realized
$10.7M
Unrealized
$67.6M
Dividends
$14.1M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.49%
Profit
$2.28M
Win %
78%
This Week
Compared To Last Week
Gain
0.38%
Profit
$902,687.25
Win %
78%
This Month
Compared to last month
Gain
-0.29%
Profit
-$687,922.62
Win %
78%
This Year
Compared to last year
Gain
12.07%
Profit
$25.89M
Win %
76%
MMM 3M Company
+8.64%
+$20,570 
INTC Intel Corporation
+7.64%
+$156,769.76 
PLUG Plug Power Inc.
+5.63%
+$1,236 
LRCX Lam Research Corporation
+5.08%
+$19,521.74 
MTUM iShares MSCI USA Momentum Factor ETF
+3.98%
+$29,992.2 
ORCL Oracle Corporation
+3.9%
+$11,993.75 
CAT Caterpillar Inc.
+3.45%
+$10,533.52 
TSLA Tesla, Inc.
+3.03%
+$8,616.64 
UNH UnitedHealth Group Incorporated
+2.98%
+$110,207.82 
GS The Goldman Sachs Group, Inc.
+2.83%
+$16,910.76 
XLK State Street Technology Select Sector SPDR ETF
+2.72%
+$43,516.2 
VGT Vanguard Information Technology ETF
+2.3%
+$10,400 
AVGO Broadcom Inc.
+2.07%
+$7,650.89 
JPM JPMorgan Chase & Co.
+1.93%
+$5,179.93 
IYW iShares U.S. Technology ETF
+1.86%
+$8,483.5 
QQQ Invesco QQQ Trust, Series 1
+1.86%
+$8,734.5 
XOM Exxon Mobil Corporation
+1.75%
+$3,227.14 
CVS CVS Health Corporation
+1.68%
+$8,418.31 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.66%
+$5,532.9 
U Unity Software Inc.
+1.46%
+$4,350 
DFAI Dimensional International Core Equity Market ETF
+1.36%
+$9,815.68 
IHE iShares U.S. Pharmaceuticals ETF
+1.22%
+$3,993 
IWM iShares Russell 2000 ETF
+1.22%
+$9,480.9 
ISRG Intuitive Surgical, Inc.
+1.18%
+$4,297.05 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.04%
+$3,828 
ABBV AbbVie Inc.
+1.02%
+$22,473.99 
NVDA NVIDIA Corporation
+1.01%
+$25,469.84 
AVUV Avantis U.S. Small Cap Value ETF
+0.97%
+$4,975.52 
ITA iShares U.S. Aerospace & Defense ETF
+0.96%
+$8,780 
DFUS Dimensional U.S. Equity Market ETF
+0.96%
+$35,780.2 
VB Vanguard Small-Cap ETF
+0.93%
+$9,866.26 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.92%
+$14,194.44 
DFAU Dimensional US Core Equity Market ETF
+0.91%
+$14,583.45 
IYY iShares Dow Jones U.S. ETF
+0.89%
+$8,841.25 
SPY SPDR S&P 500 ETF Trust
+0.88%
+$945,850.91 
IYJ iShares U.S. Industrials ETF
+0.87%
+$2,820 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.87%
+$2,053.09 
VOO Vanguard S&P 500 ETF
+0.86%
+$14,389.27 
MRK Merck & Co., Inc.
+0.86%
+$1,942.05 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.85%
+$2,033.5 
IWB iShares Russell 1000 ETF
+0.84%
+$4,116 
IWN iShares Russell 2000 Value ETF
+0.79%
+$1,925 
DFSV Dimensional US Small Cap Value ETF
+0.78%
+$38,968.93 
VYM Vanguard High Dividend Yield ETF
+0.71%
+$7,068 
XLB Materials Select Sector SPDR Fund
+0.69%
+$1,536.63 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.63%
+$1,674 
JNJ Johnson & Johnson
+0.59%
+$3,709.38 
INDA ISHARES MSCI INDIA ETF
+0.59%
+$10,693.77 
IWR iShares Russell Mid-Cap ETF
+0.58%
+$2,413 
BA Boeing Company
+0.54%
+$10,192.74 
CSCO Cisco Systems, Inc.
+0.48%
+$2,155.51 
VIG Vanguard Dividend Appreciation ETF
+0.46%
+$1,290 
XLF Financial Select Sector SPDR Fund
+0.45%
+$4,115.25 
PFE Pfizer Inc.
+0.45%
+$3,213.32 
AAPL Apple Inc.
+0.41%
+$36,075.48 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.4%
+$4,232 
BB BlackBerry Ltd.
+0.4%
+$1,123.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.35%
+$28,363.74 
META Meta Platforms Inc Class A
+0.34%
+$7,836.64 
VCR Vanguard Consumer Discretionary ETF
+0.3%
+$1,422 
CVX Chevron Corporation
+0.29%
+$1,246.85 
RSP Invesco S&P 500 Equal Weight ETF
+0.28%
+$1,072.2 
IWD iShares Russell 1000 Value ETF
+0.24%
+$665.5 
IYH iShares U.S. Healthcare ETF
+0.23%
+$2,015 
XLV Health Care Select Sector SPDR Fund
+0.2%
+$3,476.03 
PFF iShares Preferred and Income Securities ETF
+0.18%
+$1,728.05 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.17%
+$3,922.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.13%
+$2,072.44 
DIS The Walt Disney Company
+0.09%
+$1,370.96 
T AT&T Inc.
+0.02%
+$104.98 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$63.39 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRM Salesforce Inc
-2.54%
-$8,567.74 
AJG Arthur J. Gallagher & Co.
-2.3%
-$28,534.24 
SHOP Shopify Inc.
-1.67%
-$5,753.28 
MO Altria Group, Inc.
-1.6%
-$5,475.49 
XSW SPDR S&P Software & Services ETF
-1.31%
-$4,436.5 
BABA Alibaba Group Holding Limited SP ADR
-1.28%
-$37,018.52 
NFLX Netflix, Inc.
-1.16%
-$6,769.06 
PLTR Palantir Technologies Inc.
-1.02%
-$8,607.06 
MSFT Microsoft Corp.
-0.98%
-$25,590.3 
PM Philip Morris International Inc.
-0.96%
-$2,769.54 
AMZN Amazon.com Inc
-0.92%
-$46,283.16 
XLP Consumer Staples Select Sector SPDR Fund
-0.91%
-$13,587.3 
IBM International Business Machines Corporation
-0.84%
-$1,933.08 
VDC VANGUARD CONSUMER STAPLES ETF
-0.83%
-$5,764.15 
UGI UGI Corporation
-0.83%
-$3,431.86 
COST Costco Wholesale Corporation
-0.75%
-$8,766.17 
GOOG Alphabet Inc
-0.68%
-$35,688.1 
IHI iShares U.S. Medical Devices ETF
-0.67%
-$5,440 
GOOGL Alphabet Inc
-0.65%
-$18,741.36 
PEP PepsiCo, Inc.
-0.63%
-$1,119.45 
IYK iShares U.S. Consumer Staples ETF
-0.53%
-$1,422 
V Visa Inc. Class A
-0.48%
-$1,660.8 
BDX Becton, Dickinson and Company
-0.45%
-$1,538.03 
VZ Verizon Communications Inc.
-0.4%
-$2,606.8 
DFCA Dimensional California Municipal Bond ETF
-0.34%
-$1,689.8 
TLT iShares 20+ Year Treasury Bond ETF
-0.34%
-$19,997.03 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.32%
-$21,292.62 
AGG iShares Core U.S. Aggregate Bond ETF
-0.2%
-$2,160.99 
LEG Leggett & Platt, Inc.
-0.14%
-$3,063.2 
XLU Utilities Select Sector SPDR Fund
-0.11%
-$762 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$619.2 
BSV Vanguard Short-Term Bond ETF
-0.09%
-$284.26 
VPU Vanguard Utilities ETF
-0.09%
-$799 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$2,881.98 
HD The Home Depot, Inc.
-0.04%
-$154.94 
CALI China Auto Logistics Inc.
-0.01%
-$49.45 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 995 | Longs Won 655/995 65% | Profit Factor 5.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $744,351.36 |
| Average Win $143,675.67 | Best Trade (Jul 22) $14.48M | Sharpe Ratio -10.05 |
| Average Loss -$46,482.06 | Worst Trade (Jun 30) -$1.47M | Z-Score 8.8 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w | Expectancy $78,697.15 |
| 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 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Venkatram Krishnamurthy?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $13.52M, Meta Platforms Inc Class A - $2.33M, AT&T Inc - $1.39M, Verizon Communications Inc - $1.2M, and Shopify Inc - $1.06M. 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: Alibaba Group Holding Limited SP ADR - $3.13M, Intel Corporation - $1.45M, Leggett & Platt, Inc - $1.06M, Walgreens Boots Alliance Inc - $441,766.42, and Boeing Company - $392,283.68. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Venkatram Krishnamurthy's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.1M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $5.28M, iShares 20+ Year Treasury Bond ETF - $805,228.65, AT&T Inc - $795,078.61, SPDR DoubleLine Total Return Tactical ETF - $782,244.15, and Leggett & Platt, Inc - $631,705.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Venkatram Krishnamurthy's monthly returns?
Venkatram Krishnamurthy's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Venkatram Krishnamurthy's strategy be considered aggressive or moderate?
Venkatram Krishnamurthy's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Venkatram Krishnamurthy's strategy?
Venkatram Krishnamurthy'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.
