PIA
Prakash Investment Advisors LLC Portfolio
Invests via Prakash Investment Advisors LLC | Managed by Prakash Devendranath Simha
Invests via Prakash Investment Advisors LLC
Managed by Prakash Devendranath Simha
Automatically Tracked
Company Profile
Registered investment advisory firm providing discretionary portfolio management and wealth-planning services to high-net-worth individuals and family offices. Prakash Investment Advisors LLC focuses on multi-asset strategies with an emphasis on tax-aware fixed income, equity selection, and cash-flow optimization for private clients. The firm positions itself as a boutique manager offering customized mandates, fiduciary governance, and performance reporting suited to conservative growth and income objectives.
Registered investment advisory firm providing discretionary portfolio management and wealth-planning services to high-net-worth individuals and family offices. Prakash Investment Advisors LLC focuses on multi-asset strategies with an emphasis on tax-aware fixed income, equity selection, and cash-flow optimization for private clients. The firm positions itself as a boutique manager offering customized mandates, fiduciary governance, and performance reporting suited to conservative growth and income objectives.
Investment Philosophy & Strategy
Boutique fiduciary multi-asset manager emphasizing tax-aware fixed income, selective equity investments, and cash-flow optimization for HNW families and family offices. Portfolios blend conservative total‑return orientation with liability-aware allocation, disciplined duration and credit risk controls, and targeted tax‑loss harvesting. Custom mandates prioritize predictable income, capital preservation, active security selection, low-to-moderate leverage, and transparent reporting to support long-term, after‑tax wealth accumulation.
Boutique fiduciary multi-asset manager emphasizing tax-aware fixed income, selective equity investments, and cash-flow optimization for HNW families and family offices. Portfolios blend conservative total‑return orientation with liability-aware allocation, disciplined duration and credit risk controls, and targeted tax‑loss harvesting. Custom mandates prioritize predictable income, capital preservation, active security selection, low-to-moderate leverage, and transparent reporting to support long-term, after‑tax wealth accumulation.
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:
5.33%
Gain
Monthly
0.28%
Yearly
3.42%
Drawdown
33.13%
$138.21M
Equity
Holdings
$138.21M
Investment
$118.08M
$25.46M
Profit -$2.36M
Realized
$5.33M
Unrealized
$20.13M
Dividends
$369,003.25
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.36M
Win %
59%
This Week
Compared To Last Week
Gain
-6.21%
Profit
-$9.15M
Win %
59%
This Month
Compared to last month
Gain
-6.94%
Profit
-$10.3M
Win %
59%
This Year
Compared to last year
Gain
18.01%
Profit
$21.09M
Win %
59%
NOC Northrop Grumman Corporation
+3.32%
+$5,164.5 
BE Bloom Energy Corporation
+3.18%
+$191,049.03 
LEU Centrus Energy Corp.
+2.13%
+$5,086.8 
LITE Lumentum Holdings Inc.
+1.82%
+$34,809.98 
MU Micron Technology, Inc.
+1.76%
+$135,464.7 
LCID Lucid Group, Inc.
+1.25%
+$4,946.15 
LLY Eli Lilly and Company
+1.22%
+$9,337.9 
CRWD CrowdStrike Holdings, Inc.
+0.99%
+$61,104 
CRWV CoreWeave, Inc.
+0.82%
+$1,874.58 
ULTA Ulta Beauty Inc.
+0.69%
+$1,322 
ENPH Enphase Energy, Inc.
+0.68%
+$6,251 
VST Vistra Corp
+0.62%
+$10,302.4 
CEG Constellation Energy Corporation
+0.23%
+$2,628.32 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
YNDX Yandex NV
0%
$0 
ISRG Intuitive Surgical, Inc.
-11.87%
-$95,480 
NFLX Netflix, Inc.
-8.73%
-$449,361.11 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-5.3%
-$39,119.85 
HOOD Robinhood Markets, Inc.
-4.89%
-$112,939.54 
AMAT Applied Materials, Inc.
-4.69%
-$49,218.4 
META Meta Platforms Inc Class A
-4.6%
-$405,185.13 
STRL Sterling Infrastructure, Inc.
-4.16%
-$69,394 
APP AppLovin Corporation Class A Common Stock
-3.83%
-$212,998.1 
AXON Axon Enterprise, Inc.
-3.78%
-$132,160.5 
JOBY Joby Aviation, Inc.
-3.61%
-$2,852.2 
FIX Comfort Systems USA, Inc.
-3.54%
-$113,012 
IREN IREN Limited
-3.39%
-$21,197.52 
KLAC KLA Corporation
-3.27%
-$28,672 
AGX Argan Inc.
-3.24%
-$34,612.5 
CLS Celestica Inc.
-2.89%
-$37,797 
TSLA Tesla, Inc.
-2.86%
-$171,360 
QBTS D-Wave Quantum Inc.
-2.66%
-$11,847.15 
LRCX Lam Research Corporation
-2.6%
-$32,487 
BKNG Booking Holdings Inc.
-2.58%
-$23,919 
VRT Vertiv Holdings Co
-2.57%
-$86,523 
AMD Advanced Micro Devices, Inc.
-2.53%
-$55,480.68 
HL Hecla Mining Company
-2.48%
-$5,392.55 
SHOP Shopify Inc.
-2.37%
-$15,521.77 
MSFT Microsoft Corp.
-2.36%
-$61,962.14 
SEI Solaris Energy Infrastructure Inc.
-2.33%
-$346.06 
GOOG Alphabet Inc
-2.13%
-$61,980.13 
GOOGL Alphabet Inc
-2.1%
-$61,743.3 
OKLO Oklo Inc.
-2.06%
-$17,182.8 
NVDA NVIDIA Corporation
-2.01%
-$245,011.52 
CVNA Carvana Co.
-1.9%
-$37,051 
WPM Wheaton Precious Metals Corp.
-1.87%
-$3,708.9 
SPOT Spotify Technology S.A.
-1.84%
-$70,455.62 
PLTR Palantir Technologies Inc.
-1.82%
-$69,021.03 
ANET Arista Networks, Inc.
-1.8%
-$4,999.5 
MA Mastercard Incorporated
-1.53%
-$22,397.2 
HCA HCA Healthcare Inc.
-1.51%
-$3,486 
MPWR Monolithic Power Systems, Inc.
-1.46%
-$7,626 
MSTR Strategy Inc.
-1.04%
-$14,504 
AVGO Broadcom Inc.
-1.04%
-$54,126 
PRIM Primoris Services Corporation
-0.64%
-$1,176 
NOW ServiceNow, Inc.
-0.39%
-$10,884 
MEDP Medpace Holdings Inc.
-0.28%
-$915.06 
SNOW Snowflake Inc.
-0.22%
-$1,086 
URI United Rentals, Inc.
-0.12%
-$1,353 
AMZN Amazon.com Inc
-0.1%
-$7,086.3 
HD The Home Depot, Inc.
-0.08%
-$351 
AAPL Apple Inc.
-0.07%
-$5,131.21 Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 152/285 53% | Profit Factor 2.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $520,365.74 |
| Average Win $274,903.81 | Best Trade (Jul 15) $4.57M | Sharpe Ratio -260.62 |
| Average Loss -$122,712.36 | Worst Trade (Jul 17) -$2.69M | Z-Score 0.31 (24.64%) |
| Commissions $0 | Avg. Trade Length 9m 1w 4d | Expectancy $89,349.6 |
| 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 | 1,126 | 1,014 | 901 | 788 | 676 | 563 | 450 | 338 | 225 | 113 |
Hover over the desired column for a detailed explanation.
Returns
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