Rana Choubah Portfolio
Invests via Meridian Financial Advisors, LLC | Managed by Rana Choubah, Georgia G. Bruggeman
Invests via Meridian Financial Advisors, LLC
Managed by Rana Choubah, Georgia G. Bruggeman
Automatically Tracked
Rana Choubah Profile
Growth-stage investor and former operator with sector focus on fintech, digital marketplaces and consumer tech. Known for sourcing and scaling early revenue models, Rana Choubah leverages operating background to advise on go-to-market, partnerships and capital strategy. Practical experience spans board advisory, commercial leadership and deal execution across VC-backed companies. Market relevance: sector specialist with network to mobilize follow-on capital and strategic buyers.
Growth-stage investor and former operator with sector focus on fintech, digital marketplaces and consumer tech. Known for sourcing and scaling early revenue models, Rana Choubah leverages operating background to advise on go-to-market, partnerships and capital strategy. Practical experience spans board advisory, commercial leadership and deal execution across VC-backed companies. Market relevance: sector specialist with network to mobilize follow-on capital and strategic buyers.
Investment Philosophy & Strategy
Operative growth-stage investor who prioritizes revenue-driven scalability, early monetization signals and repeatable GTM motion. Capital allocation favors fintech, digital marketplaces and consumer tech where commercial playbooks and partnership routes accelerate exits. Uses operator-origin playbook to underwrite unit economics, de-risk customer acquisition and stage follow-on checks tied to KPIs. Time horizon is growth-to-exit with pragmatic risk limits, board-active governance and deal-by-deal syndication to mobilize strategic capital.
Operative growth-stage investor who prioritizes revenue-driven scalability, early monetization signals and repeatable GTM motion. Capital allocation favors fintech, digital marketplaces and consumer tech where commercial playbooks and partnership routes accelerate exits. Uses operator-origin playbook to underwrite unit economics, de-risk customer acquisition and stage follow-on checks tied to KPIs. Time horizon is growth-to-exit with pragmatic risk limits, board-active governance and deal-by-deal syndication to mobilize strategic capital.
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:
69.07%
Gain -0.44%
Monthly
0.73%
Yearly
9.15%
Drawdown
21.11%
$216.63M
Equity
Holdings
$216.63M
Investment
$169.62M
$49.3M
Profit -$656,060.7
Realized
$2.29M
Unrealized
$47.01M
Dividends
$12.17M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$656,060.7
Win %
83%
This Week
Compared To Last Week
Gain
-0.41%
Profit
-$886,934.92
Win %
83%
This Month
Compared to last month
Gain
1.29%
Profit
$2.76M
Win %
83%
This Year
Compared to last year
Gain
1.16%
Profit
$2.53M
Win %
82%
USB U.S. Bancorp
+2.09%
+$6,588 
RTX RTX Corporation
+2.05%
+$9,980.16 
AEP American Electric Power Company, Inc.
+2.02%
+$5,504.43 
KO The Coca-Cola Company
+1.81%
+$5,662.97 
LMT Lockheed Martin Corporation
+1.81%
+$8,964.47 
JPM JPMorgan Chase & Co.
+1.81%
+$21,038.62 
DUK Duke Energy Corporation
+1.72%
+$3,911.4 
SO The Southern Company
+1.7%
+$6,425.04 
CVX Chevron Corporation
+1.41%
+$6,066.18 
XLE Energy Select Sector SPDR Fund
+1.37%
+$5,146.87 
D Dominion Energy, Inc.
+1.35%
+$4,144.6 
XLU Utilities Select Sector SPDR Fund
+1.26%
+$12,121.2 
NEE NextEra Energy, Inc.
+1.23%
+$3,743.23 
JNJ Johnson & Johnson
+1.22%
+$7,140.99 
PG Procter & Gamble Co
+1.17%
+$3,652.4 
MRK Merck & Co., Inc.
+1.11%
+$23,042.32 
XOM Exxon Mobil Corporation
+0.98%
+$2,547.33 
AAPL Apple Inc.
+0.93%
+$25,630.17 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.87%
+$2,470.16 
SPLV Invesco S&P 500 Low Volatility ETF
+0.83%
+$10,128.44 
CB Chubb Limited
+0.82%
+$1,920.2 
BAC Bank of America Corporation
+0.82%
+$2,170.05 
LLY Eli Lilly and Company
+0.78%
+$2,421.72 
VZ Verizon Communications Inc.
+0.78%
+$1,772.27 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$86,817.27 
XLB Materials Select Sector SPDR Fund
+0.75%
+$2,918.02 
TRV The Travelers Companies, Inc.
+0.71%
+$1,813.87 
V Visa Inc. Class A
+0.68%
+$2,829.6 
SCHY Schwab International Dividend Equity ETF
+0.67%
+$1,745.7 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$3,426.72 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.66%
+$2,021.25 
SDY SPDR S&P Dividend ETF
+0.65%
+$27,612.1 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.63%
+$1,328.09 
BALL Ball Corp.
+0.62%
+$1,778.4 
LVHI Franklin International Low Volatility High Dividend ETF
+0.59%
+$15,973 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.58%
+$2,455.32 
XLF Financial Select Sector SPDR Fund
+0.56%
+$2,919.58 
IDHQ Invesco S&P International Developed Quality ETF
+0.52%
+$4,680.96 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$50,454 
IQLT iShares MSCI International Quality Factor ETF
+0.44%
+$943.36 
ABBV AbbVie Inc.
+0.43%
+$1,368.85 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.42%
+$2,511.9 
MCD McDonald's Corporation
+0.42%
+$1,419.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.42%
+$3,011.04 
VYMI Vanguard International High Dividend Yield Index Fund
+0.41%
+$4,236.54 
DON WisdomTree U.S. MidCap Dividend Fund
+0.39%
+$3,863.55 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.39%
+$1,080 
SYK Stryker Corporation
+0.38%
+$1,324.95 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$2,499.86 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$2,245.32 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+0.36%
+$1,452 
MS Morgan Stanley
+0.36%
+$924.94 
DIVB iShares Core Dividend ETF
+0.34%
+$1,987.2 
VOE Vanguard Mid-Cap Value ETF
+0.34%
+$2,791.01 
EFA iShares MSCI EAFE ETF
+0.26%
+$1,353.51 
CVS CVS Health Corporation
+0.26%
+$1,060.8 
SCHF Schwab International Equity ETF
+0.26%
+$4,801.86 
SYLD Cambria Shareholder Yield ETF
+0.2%
+$1,595.96 
WM Waste Management, Inc.
+0.19%
+$1,105.53 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.19%
+$2,731.36 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$566.5 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$660.79 
FTMA Franklin Massachusetts Municipal Income ETF
+0.12%
+$194.37 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$2,497.72 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$1,093.02 
IJS iShares S&P Small-Cap 600 Value ETF
+0.1%
+$204.88 
AVY Avery Dennison Corporation
+0.09%
+$203.12 
JEPI JPMorgan Equity Premium Income Fund
+0.08%
+$995.53 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.07%
+$661.71 
RWL Invesco S&P 500 Revenue ETF
+0.07%
+$2,999.34 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.07%
+$1,298.4 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.05%
+$1,441.6 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$5,180.45 
NVDA NVIDIA Corporation
+0.04%
+$213.12 
JMHI JPMorgan High Yield Municipal ETF
+0.02%
+$44.78 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.02%
+$115.07 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$280.59 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.01%
+$126.09 
XLI Industrial Select Sector SPDR Fund
+0.01%
+$23.36 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.01%
+$27.32 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
-$3.22 
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF
0%
$0 
CRWD CrowdStrike Holdings, Inc.
-7.86%
-$78,146.32 
WCBR WisdomTree Cybersecurity Fund
-6.18%
-$18,823.05 
HACK Amplify Cybersecurity ETF
-5.04%
-$10,771.25 
CIBR First Trust NASDAQ Cybersecurity ETF
-4.94%
-$16,903.88 
AMD Advanced Micro Devices, Inc.
-3.53%
-$6,785.27 
AVGO Broadcom Inc.
-2.91%
-$8,956.78 
BLOK Amplify Transformational Data Sharing ETF
-2.51%
-$4,947.8 
MSFT Microsoft Corp.
-2.04%
-$81,848.34 
XLK State Street Technology Select Sector SPDR ETF
-2.01%
-$20,067.8 
VBK Vanguard Small-Cap Growth ETF
-1.99%
-$34,415.3 
GOOGL Alphabet Inc
-1.63%
-$15,000.88 
CSCO Cisco Systems, Inc.
-1.57%
-$22,303.16 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$157,787.7 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$76,971.97 
VOT Vanguard Mid-Cap Growth ETF
-1.49%
-$35,063.52 
GOOG Alphabet Inc
-1.48%
-$12,289.55 
IBM International Business Machines Corporation
-1.43%
-$5,663.24 
SPMO Invesco S&P 500 Momentum ETF
-1.3%
-$14,412 
VUG Vanguard Growth ETF
-1.29%
-$10,774.08 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$2,912.88 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.25%
-$3,380.99 
FBCG Fidelity Blue Chip Growth Fund
-1.15%
-$9,817.17 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.14%
-$5,150.83 
IEMG iShares Core MSCI Emerging Markets ETF
-1.14%
-$15,473.47 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.04%
-$5,005.74 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.03%
-$25,800.05 
XMMO Invesco S&P MidCap Momentum ETF
-1.02%
-$7,180.43 
RDDT Reddit Inc Class A
-0.97%
-$3,191.45 
IUSG iShares Core S&P U.S. Growth ETF
-0.97%
-$12,293.4 
VB Vanguard Small-Cap ETF
-0.93%
-$35,456.4 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$2,121 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.8%
-$2,911.96 
SCHM Schwab U.S. Mid-Cap ETF
-0.77%
-$3,266.12 
SUSA iShares MSCI USA ESG Select ETF
-0.73%
-$4,547 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.66%
-$5,328.75 
AMZN Amazon.com Inc
-0.66%
-$8,770.79 
SCHB Schwab U.S. Broad Market ETF
-0.64%
-$1,341.59 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.64%
-$2,508 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.62%
-$13,221.05 
FPXI First Trust International Equity Opportunities Fund
-0.61%
-$1,674.2 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$43,561.66 
VOO Vanguard S&P 500 ETF
-0.6%
-$9,678.22 
MDY SPDR S&P MidCap 400 ETF Trust
-0.59%
-$9,468.13 
IVV iShares Core S&P 500 ETF
-0.59%
-$66,040.64 
SPHQ Invesco S&P 500 Quality ETF
-0.59%
-$14,058 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$10,867.1 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.55%
-$39,406.5 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.47%
-$17,050.5 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$35,867.79 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.39%
-$1,293.32 
XMHQ Invesco S&P MidCap Quality ETF
-0.38%
-$2,499.2 
VO Vanguard Mid-Cap ETF
-0.36%
-$18,067.87 
FALN iShares Fallen Angels USD Bond ETF
-0.31%
-$2,445.6 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.3%
-$1,291.5 
XAR SPDR S&P Aerospace & Defense ETF
-0.25%
-$541.5 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$11,571.66 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.24%
-$1,467.54 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.22%
-$13,563.44 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.21%
-$1,179.36 
GLD SPDR Gold Shares
-0.17%
-$446.54 
RIGS RiverFront Strategic Income Fund
-0.16%
-$3,040 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.13%
-$398.02 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$651 
XLV Health Care Select Sector SPDR Fund
-0.12%
-$764.82 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$543.4 
HFSI Hartford Strategic Income ETF
-0.06%
-$185.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.03%
-$94.87 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$294.66 
VTEB Vanguard Tax-Exempt Bond ETF
-0.02%
-$59.84 
GTO Invesco Total Return Bond ETF
-0.01%
-$40.98 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.01%
-$50.49 Events
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Dividends
Dividend Analysis
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| Trades 1841 | Longs Won 1345/1841 73% | Profit Factor 10.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $144,065.47 |
| Average Win $40,322.81 | Best Trade (Oct 15) $3.9M | Sharpe Ratio -11.88 |
| Average Loss -$9,949.19 | Worst Trade (Dec 30) -$200,098.55 | Z-Score 26.34 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3w | Expectancy $26,778.59 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,098 | $1.56M | $2.8M | - | $1.23M | 78.78% | +0.925% |
| ABBV AbbVie Inc. | 1,122 | $222,177.66 | $319,343.64 | - | $97,165.98 | 43.73% | +0.43% |
| AEP American Electric Power Company, Inc. | 2,193 | $239,861.65 | $278,072.4 | - | $38,210.75 | 15.93% | +2.019% |
| AMD Advanced Micro Devices, Inc. | 342 | $209,222 | $185,497.38 | - | -$23,724.62 | -11.34% | -3.529% |
| AMZN Amazon.com Inc | 5,252 | $932,953.79 | $1.33M | - | $396,274.89 | 42.48% | -0.656% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 11,372 | $333,231.68 | $311,990.82 | - | -$21,240.86 | -6.37% | -0.127% |
| AVGO Broadcom Inc. | 893 | $249,889.28 | $298,529.9 | - | $48,640.62 | 19.46% | -2.913% |
| AVY Avery Dennison Corporation | 1,231 | $210,133 | $216,711.39 | - | $6,578.39 | 3.13% | +0.094% |
| BAC Bank of America Corporation | 5,106 | $172,199.59 | $266,150.25 | - | $93,950.66 | 54.56% | +0.822% |
| BALL Ball Corp. | 4,560 | $308,462.77 | $288,146.4 | - | -$20,316.37 | -6.59% | +0.621% |
| BLOK Amplify Transformational Data Sharing ETF | 3,460 | $216,699.97 | $191,926.2 | - | -$24,773.77 | -11.43% | -2.513% |
| BRK-B Berkshire Hathaway Inc. | 968 | $423,285.58 | $512,284.96 | - | $88,999.38 | 21.03% | +0.673% |
| CB Chubb Limited | 661 | $206,296 | $235,114.39 | - | $28,818.39 | 13.97% | +0.823% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,308 | $297,224.23 | $325,573.36 | - | $28,349.13 | 9.54% | -4.936% |
| CRWD CrowdStrike Holdings, Inc. | 4,068 | $292,035.19 | $916,764.48 | - | $624,729.29 | 213.92% | -7.855% |
| CSCO Cisco Systems, Inc. | 12,892 | $835,707.76 | $1.39M | - | $558,175.28 | 66.79% | -1.575% |
| CVS CVS Health Corporation | 4,420 | $438,411.85 | $410,264.4 | - | -$28,147.45 | -6.42% | +0.259% |
| CVX Chevron Corporation | 1,960 | $265,267.23 | $435,933.4 | - | $170,666.17 | 64.34% | +1.411% |
| D Dominion Energy, Inc. | 4,876 | $235,760.1 | $310,649.96 | - | $74,889.86 | 31.77% | +1.352% |
| DGRO iShares Core Dividend Growth ETF | 126,135 | $7.16M | $9.96M | - | $2.8M | 39.12% | +0.509% |
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FAQ
Which stocks have generated the highest profits for Rana Choubah?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $1.87M, JPMorgan Ultra-Short Income ETF - $1.73M, Schwab U.S. Dividend Equity ETF - $1.06M, iShares Core S&P 500 ETF - $799,971.81, and iShares Core Dividend Growth ETF - $663,085.27. 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: Intel Corporation - $195,214.51, Cytokinetics, Incorporated - $176,816.09, Bank of America Corporation - $143,839.52, ARK Innovation ETF Fund - $116,172.02, and American Water Works Company, Inc - $107,245.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rana Choubah's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.17M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.74M, Schwab U.S. Dividend Equity ETF - $990,714.49, iShares Core Dividend Growth ETF - $657,759.14, iShares Core S&P 500 ETF - $528,219.78, and iShares Core S&P Small-Cap ETF - $519,246.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rana Choubah's monthly returns?
Rana Choubah'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 Rana Choubah's strategy be considered aggressive or moderate?
Rana Choubah'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 Rana Choubah's strategy?
Rana Choubah'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.
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