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:
6.85%
Gain
Monthly
0.04%
Yearly
0.51%
Drawdown
34.02%
$203.66M
Equity
Holdings
$203.66M
Investment
$156.66M
$49.33M
Profit -$120,496.95
Realized
$2.32M
Unrealized
$47.01M
Dividends
$11.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$120,496.95
Win %
89%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$650,242.22
Win %
89%
This Month
Compared to last month
Gain
-0.06%
Profit
-$116,845.74
Win %
89%
This Year
Compared to last year
Gain
11.32%
Profit
$20.71M
Win %
89%
SYK Stryker Corporation
+3.99%
+$12,564.54 
WM Waste Management, Inc.
+3.63%
+$21,750.66 
ABBV AbbVie Inc.
+3.58%
+$9,817.5 
AVY Avery Dennison Corporation
+3.55%
+$6,844.37 
BALL Ball Corp.
+3.27%
+$9,074.4 
IBM International Business Machines Corporation
+3.11%
+$11,020.8 
MRK Merck & Co., Inc.
+3.08%
+$55,755.54 
MCD McDonald's Corporation
+2.65%
+$9,251.01 
VZ Verizon Communications Inc.
+2.63%
+$6,144.75 
KO The Coca-Cola Company
+2.58%
+$6,847.95 
XMLV Invesco S&P MidCap Low Volatility ETF
+2.21%
+$6,572.39 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+2.11%
+$15,868.64 
V Visa Inc. Class A
+2.03%
+$5,861.73 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+2.02%
+$4,377.8 
XLV Health Care Select Sector SPDR Fund
+2%
+$11,755.2 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+1.95%
+$7,290 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$208,746.99 
DIVB iShares Core Dividend ETF
+1.86%
+$8,627.58 
SDY SPDR S&P Dividend ETF
+1.8%
+$68,823.57 
PG Procter & Gamble Co
+1.76%
+$4,450.05 
SYLD Cambria Shareholder Yield ETF
+1.7%
+$13,827.84 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+1.69%
+$5,615.1 
AAPL Apple Inc.
+1.68%
+$38,106.09 
MSFT Microsoft Corp.
+1.63%
+$42,974.12 
SPLV Invesco S&P 500 Low Volatility ETF
+1.56%
+$17,435.68 
USB U.S. Bancorp
+1.36%
+$4,706.78 
JNJ Johnson & Johnson
+1.32%
+$7,198.74 
CB Chubb Limited
+1.28%
+$2,852.22 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.24%
+$19,130.85 
CVX Chevron Corporation
+1.23%
+$4,157.12 
DON WisdomTree U.S. MidCap Dividend Fund
+1.16%
+$12,212.64 
SO The Southern Company
+1.14%
+$4,565.16 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.12%
+$10,398.3 
DUK Duke Energy Corporation
+1.11%
+$2,633.04 
MDYV SPDR S&P 400 Mid Cap Value ETF
+1.09%
+$5,626.89 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.02%
+$14,825.25 
DGRO iShares Core Dividend Growth ETF
+0.95%
+$90,068.13 
XLE Energy Select Sector SPDR Fund
+0.9%
+$2,867.22 
RIGS RiverFront Strategic Income Fund
+0.9%
+$18,682.65 
XOM Exxon Mobil Corporation
+0.9%
+$1,833.71 
CVS CVS Health Corporation
+0.87%
+$3,711.28 
VOE Vanguard Mid-Cap Value ETF
+0.82%
+$6,972.9 
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF
+0.67%
+$3,468.24 
RWL Invesco S&P 500 Revenue ETF
+0.65%
+$19,994.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.64%
+$27,735.65 
D Dominion Energy, Inc.
+0.56%
+$1,855.71 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$44,651.52 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.52%
+$19,557.32 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$11,505.5 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$1,571.13 
JEPI JPMorgan Equity Premium Income Fund
+0.35%
+$4,172.91 
XLB Materials Select Sector SPDR Fund
+0.33%
+$1,311.42 
VYM Vanguard High Dividend Yield ETF
+0.26%
+$1,837.46 
AEP American Electric Power Company, Inc.
+0.2%
+$568.1 
MDY SPDR S&P MidCap 400 ETF Trust
+0.18%
+$3,335.25 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$12,264.6 
XLU Utilities Select Sector SPDR Fund
+0.15%
+$1,667.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.14%
+$2,994.4 
XMHQ Invesco S&P MidCap Quality ETF
+0.12%
+$808.51 
NEE NextEra Energy, Inc.
+0.04%
+$121.76 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.04%
+$102.72 
VB Vanguard Small-Cap ETF
+0.03%
+$1,190.52 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$1,001.23 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$171.65 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
0%
$0 
ORCL Oracle Corporation
-6.06%
-$11,499.83 
RDDT Reddit Inc Class A
-5.2%
-$21,217.99 
MS Morgan Stanley
-5.02%
-$16,314.69 
AVGO Broadcom Inc.
-4.59%
-$16,344.3 
GOOG Alphabet Inc
-4.45%
-$37,940.28 
GOOGL Alphabet Inc
-4.42%
-$35,276.4 
FPXI First Trust International Equity Opportunities Fund
-3.58%
-$18,940.85 
SPMO Invesco S&P 500 Momentum ETF
-3.47%
-$21,621.6 
XAR SPDR S&P Aerospace & Defense ETF
-2.92%
-$7,376.76 
NVDA NVIDIA Corporation
-2.84%
-$7,531.47 
XLK State Street Technology Select Sector SPDR ETF
-2.5%
-$22,386.74 
CRWD CrowdStrike Holdings, Inc.
-2.4%
-$19,442.64 
CSCO Cisco Systems, Inc.
-2.19%
-$30,502.5 
FBCG Fidelity Blue Chip Growth Fund
-2.17%
-$21,199.08 
IEMG iShares Core MSCI Emerging Markets ETF
-2.17%
-$22,021.35 
XMMO Invesco S&P MidCap Momentum ETF
-2.07%
-$12,884.37 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.02%
-$6,264 
QQQM Invesco NASDAQ 100 ETF
-1.89%
-$85,360.25 
QQQ Invesco QQQ Trust, Series 1
-1.85%
-$190,025.43 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.82%
-$44,934.16 
IUSG iShares Core S&P U.S. Growth ETF
-1.81%
-$23,611.68 
IDMO Invesco S&P International Developed Momentum ETF
-1.77%
-$11,280.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.68%
-$4,471.27 
VUG Vanguard Growth ETF
-1.56%
-$13,349.28 
VBK Vanguard Small-Cap Growth ETF
-1.51%
-$27,729.24 
VOT Vanguard Mid-Cap Growth ETF
-1.44%
-$35,844.8 
SCHF Schwab International Equity ETF
-1.35%
-$22,612.55 
AMZN Amazon.com Inc
-1.32%
-$16,192.38 
RTX RTX Corporation
-1.27%
-$6,321.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.25%
-$4,003.74 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.24%
-$4,698.36 
JPM JPMorgan Chase & Co.
-1.06%
-$10,575.06 
SPHQ Invesco S&P 500 Quality ETF
-0.99%
-$24,012.44 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.97%
-$4,203.42 
EFA iShares MSCI EAFE ETF
-0.93%
-$4,751.06 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$4,265.7 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$4,013.4 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.83%
-$4,832.28 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.8%
-$3,213 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.8%
-$3,330 
IDHQ Invesco S&P International Developed Quality ETF
-0.77%
-$6,002.86 
XLC Communication Services Select Sector SPDR Fund
-0.75%
-$1,795.5 
IVV iShares Core S&P 500 ETF
-0.75%
-$85,114.95 
SPY SPDR S&P 500 ETF Trust
-0.75%
-$14,675.28 
VOO Vanguard S&P 500 ETF
-0.74%
-$10,138.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.74%
-$49,004.34 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.66%
-$3,364.5 
SUSA iShares MSCI USA ESG Select ETF
-0.63%
-$4,214 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.62%
-$2,066.48 
UTHR United Therapeutics Corporation
-0.49%
-$1,051.99 
VYMI Vanguard International High Dividend Yield Index Fund
-0.41%
-$3,921.12 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.39%
-$1,184.5 
XLI Industrial Select Sector SPDR Fund
-0.34%
-$1,407.88 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.23%
-$968.88 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.21%
-$884.64 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.14%
-$999.75 
VO Vanguard Mid-Cap ETF
-0.13%
-$6,749.82 
JMUB JPMorgan Municipal Bond ETF
-0.13%
-$447.98 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$282.72 
ICLO Invesco AAA CLO Floating Rate Note ETF
-0.12%
-$1,713.42 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.09%
-$462.89 
FALN iShares Fallen Angels USD Bond ETF
-0.07%
-$477.94 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$615.25 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.06%
-$147.15 
LMT Lockheed Martin Corporation
-0.06%
-$264.48 
GTO Invesco Total Return Bond ETF
-0.04%
-$130.8 
HFSI Hartford Strategic Income ETF
-0.04%
-$149.25 
BAC Bank of America Corporation
-0.04%
-$128.78 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$124.05 
LVHI Franklin International Low Volatility High Dividend ETF
-0.02%
-$438.35 
XLF Financial Select Sector SPDR Fund
-0.02%
-$119.35 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$88.22 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$81.17 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$302.5 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.01%
-$137.57 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
-$241.93 Events
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Dividends
Dividend Analysis
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| Trades 1603 | Longs Won 1213/1603 75% | Profit Factor 15.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $153,494.58 |
| Average Win $43,542 | Best Trade (Jul 13) $3.76M | Sharpe Ratio -11.65 |
| Average Loss -$8,933.96 | Worst Trade (Dec 30) -$200,098.55 | Z-Score 36.26 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 2d | Expectancy $30,774.92 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
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Returns
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