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:
62.94%
Gain -0.81%
Monthly
0.78%
Yearly
9.75%
Drawdown
21.09%
$210.68M
Equity
Holdings
$210.68M
Investment
$161.67M
$51.16M
Profit -$1.11M
Realized
$2.15M
Unrealized
$49.01M
Dividends
$11.41M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.81%
Profit
-$1.11M
Win %
86%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$895,767.29
Win %
86%
This Month
Compared to last month
Gain
-0.52%
Profit
-$1.11M
Win %
86%
This Year
Compared to last year
Gain
1.16%
Profit
$2.43M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$167,086.43 
GOOG Alphabet Inc
+6.88%
+$55,242.85 
GOOGL Alphabet Inc
+6.73%
+$48,332.97 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22,063.68 
MSFT Microsoft Corp.
+3.02%
+$93,133.49 
NVDA NVIDIA Corporation
+2.93%
+$7,131.8 
CVX Chevron Corporation
+2.35%
+$8,859.2 
CSCO Cisco Systems, Inc.
+2.14%
+$31,327.56 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$6,231.84 
ORCL Oracle Corporation
+1.81%
+$3,194.73 
WCBR WisdomTree Cybersecurity Fund
+1.78%
+$4,335.5 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,486 
LMT Lockheed Martin Corporation
+1.5%
+$8,008.64 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$33,966.13 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$16,262.19 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$9,641.07 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,773.94 
VUG Vanguard Growth ETF
+1.1%
+$8,950.32 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$3,258 
XLE Energy Select Sector SPDR Fund
+1%
+$3,318.16 
IBM International Business Machines Corporation
+0.86%
+$3,224.05 
MCD McDonald's Corporation
+0.82%
+$2,893.01 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$3,387.2 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$1,928.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,630.48 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,377 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,942.82 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,690.92 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$32,114.76 
IVV iShares Core S&P 500 ETF
+0.69%
+$74,854.4 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,563.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$45,860.11 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$61,929.12 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$1,477.74 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,615.75 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$28,237.6 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$18,132.25 
RTX RTX Corporation
+0.39%
+$2,183.16 
AVGO Broadcom Inc.
+0.37%
+$1,285.92 
PG Procter & Gamble Co
+0.37%
+$956.65 
FPXI First Trust International Equity Opportunities Fund
+0.37%
+$1,365.75 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,441.5 
BAC Bank of America Corporation
+0.36%
+$1,133.22 
SPDG SPDR Portfolio S&P Sector Neutral Dividend ETF
+0.34%
+$1,692.46 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$4,177.72 
MRK Merck & Co., Inc.
+0.32%
+$6,000.09 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,890.09 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.28%
+$858.61 
JPM JPMorgan Chase & Co.
+0.27%
+$2,737.28 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,769.4 
DIVB iShares Core Dividend ETF
+0.26%
+$1,467.27 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$1,567.35 
SO The Southern Company
+0.21%
+$845.4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$4,996.58 
JNJ Johnson & Johnson
+0.21%
+$1,173.95 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$1,192.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$20,171.82 
USB U.S. Bancorp
+0.17%
+$603.01 
MS Morgan Stanley
+0.17%
+$512.28 
CB Chubb Limited
+0.15%
+$350.33 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,125.65 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$1,038.72 
WM Waste Management, Inc.
+0.1%
+$565.62 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$189.14 
AEP American Electric Power Company, Inc.
+0.06%
+$153.23 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
RDDT Reddit Inc Class A
-20.99%
-$76,944.82 
AAPL Apple Inc.
-7.35%
-$166,539.84 
SYK Stryker Corporation
-6.42%
-$26,428.22 
ABBV AbbVie Inc.
-2.51%
-$7,259.34 
XLB Materials Select Sector SPDR Fund
-2.34%
-$9,291.59 
BLOK Amplify Transformational Data Sharing ETF
-1.22%
-$2,890.8 
NEE NextEra Energy, Inc.
-1.15%
-$3,074.44 
IDHQ Invesco S&P International Developed Quality ETF
-1.04%
-$9,035.78 
KO The Coca-Cola Company
-1.02%
-$3,028.5 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.84%
-$3,509 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$3,563.2 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,758.08 
D Dominion Energy, Inc.
-0.8%
-$2,651.6 
CVS CVS Health Corporation
-0.75%
-$3,629.26 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,741.03 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$16,645.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$7,153.56 
DUK Duke Energy Corporation
-0.67%
-$1,602.72 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$3,926.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,128.14 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,696.84 
BALL Ball Corp.
-0.63%
-$1,869.6 
EFA iShares MSCI EAFE ETF
-0.62%
-$3,308.58 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$4,880.72 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,548.26 
SCHF Schwab International Equity ETF
-0.58%
-$10,323.68 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$1,727.25 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$5,292.01 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$1,147.2 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$11,035.6 
IEV iShares Europe ETF
-0.44%
-$913.77 
TRV The Travelers Companies, Inc.
-0.43%
-$1,079.06 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$1,235.08 
RIGS RiverFront Strategic Income Fund
-0.4%
-$8,153.19 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,916 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$1,440 
SDY SPDR S&P Dividend ETF
-0.28%
-$11,533.28 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$27,248.73 
JMHI JPMorgan High Yield Municipal ETF
-0.27%
-$563.99 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,767.49 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,015.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,110.15 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$2,337.76 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,982.36 
VB Vanguard Small-Cap ETF
-0.22%
-$8,760.57 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$1,147.23 
GTO Invesco Total Return Bond ETF
-0.22%
-$858.21 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,006.73 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$1,434.52 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$483.9 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$852.6 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$2,201.55 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,865.12 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$1,478.92 
HFSI Hartford Strategic Income ETF
-0.17%
-$567.96 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$7,337.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$1,476.12 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$2,281.11 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$670.44 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$823.65 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$406.56 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$7,989.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$565.08 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$289.45 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$924.42 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$925.55 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$181.04 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$1,601.67 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$353.84 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.07%
-$1,256.84 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,776.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,532.64 
V Visa Inc. Class A
-0.04%
-$110.31 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$112.46 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$2,292.07 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$119 Events
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Dividends
Dividend Analysis
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| Trades 1724 | Longs Won 1283/1724 74% | Profit Factor 12.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $151,776.53 |
| Average Win $43,439.43 | Best Trade (Aug 14) $3.95M | Sharpe Ratio -11.86 |
| Average Loss -$10,371.61 | Worst Trade (Dec 30) -$200,098.55 | Z-Score 30.32 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 2w 6d | Expectancy $29,674.54 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,792 | $1.13M | $2.1M | - | $969,558.57 | 85.91% | -7.354% |
| ABBV AbbVie Inc. | 1,122 | $222,177.66 | $281,554.68 | - | $59,377.02 | 26.73% | -2.513% |
| AEP American Electric Power Company, Inc. | 2,189 | $239,387.19 | $279,863.65 | - | $40,476.46 | 16.91% | +0.055% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 5,693 | $276,552.44 | $242,521.8 | - | -$34,030.64 | -12.31% | -0.199% |
| AMZN Amazon.com Inc | 4,631 | $778,231.61 | $1.26M | - | $479,455.32 | 61.61% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 11,246 | $329,727.58 | $325,234.32 | - | -$4,493.26 | -1.36% | -0.035% |
| AVGO Broadcom Inc. | 893 | $249,889.28 | $347,627.04 | - | $97,737.76 | 39.11% | +0.371% |
| BAC Bank of America Corporation | 5,151 | $173,714.96 | $319,104.45 | - | $145,389.49 | 83.69% | +0.356% |
| BALL Ball Corp. | 4,560 | $308,462.77 | $295,944 | - | -$12,518.77 | -4.06% | -0.628% |
| BLOK Amplify Transformational Data Sharing ETF | 3,960 | $248,015 | $234,669.6 | - | -$13,345.4 | -5.38% | -1.217% |
| BRK-B Berkshire Hathaway Inc. | 775 | $327,181.15 | $396,443.5 | - | $69,262.35 | 21.17% | +0.365% |
| CB Chubb Limited | 661 | $206,296 | $231,799.47 | - | $25,503.47 | 12.36% | +0.151% |
| CIBR First Trust NASDAQ Cybersecurity ETF | 3,443 | $309,354 | $316,170.69 | - | $6,816.69 | 2.2% | +2.011% |
| CRWD CrowdStrike Holdings, Inc. | 3,912 | $250,734.19 | $746,644.32 | - | $495,910.13 | 197.78% | +3.045% |
| CSCO Cisco Systems, Inc. | 12,892 | $835,707.76 | $1.5M | - | $659,635.32 | 78.93% | +2.14% |
| CVS CVS Health Corporation | 4,594 | $456,361.84 | $479,751.42 | - | $23,389.58 | 5.13% | -0.751% |
| CVX Chevron Corporation | 1,960 | $265,267.23 | $385,786.8 | - | $120,519.57 | 45.43% | +2.35% |
| D Dominion Energy, Inc. | 4,735 | $227,226.07 | $327,519.95 | - | $100,293.88 | 44.14% | -0.803% |
| DGRO iShares Core Dividend Growth ETF | 123,859 | $6.99M | $9.66M | - | $2.67M | 38.22% | -0.281% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 60,080 | $4.51M | $5.8M | - | $1.29M | 28.63% | +0.49% |
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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 - $1.85M, JPMorgan Ultra-Short Income ETF - $1.7M, Schwab U.S. Dividend Equity ETF - $961,768.28, iShares Core S&P 500 ETF - $718,953.86, and iShares Core Dividend Growth ETF - $615,399.55. 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 - $146,421.63, 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 $11.41M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $1.7M, Schwab U.S. Dividend Equity ETF - $901,117.99, iShares Core Dividend Growth ETF - $610,073.42, iShares Core S&P 500 ETF - $496,017.62, and iShares Core S&P Small-Cap ETF - $490,047.99. 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.
