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:
27.14%
Gain -1.5%
Monthly
1.41%
Yearly
18.39%
Drawdown
29.78%
$147.39M
Equity
Holdings
$147.39M
Investment
$116.73M
$33.78M
Profit -$2.47M
Realized
$3.13M
Unrealized
$30.66M
Dividends
$327,780.94
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-1.5%
Profit
-$2.47M
Win %
65%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$1.38M
Win %
65%
This Month
Compared to last month
Gain
-0.93%
Profit
-$1.38M
Win %
65%
This Year
Compared to last year
Gain
10.98%
Profit
$14.59M
Win %
65%
STRL Sterling Infrastructure, Inc.
+9.31%
+$89,661 
URI United Rentals, Inc.
+6.27%
+$74,892 
META Meta Platforms Inc Class A
+4.24%
+$360,096.75 
AMD Advanced Micro Devices, Inc.
+4.02%
+$71,856.5 
MPWR Monolithic Power Systems, Inc.
+3.99%
+$25,960 
KLAC KLA Corporation
+3.91%
+$32,004 
FN Fabrinet
+3.54%
+$34,776.01 
AGX Argan Inc.
+3.54%
+$90,282.5 
LRCX Lam Research Corporation
+2.78%
+$49,290 
AMAT Applied Materials, Inc.
+2.19%
+$22,190.4 
AUPH Aurinia Pharmaceuticals Inc.
+1.82%
+$3,696 
LLY Eli Lilly and Company
+1.76%
+$12,224.16 
MU Micron Technology, Inc.
+1.45%
+$72,476.95 
ISRG Intuitive Surgical, Inc.
+1.24%
+$10,978 
MEDP Medpace Holdings Inc.
+1.17%
+$3,187.25 
HD The Home Depot, Inc.
+0.48%
+$1,949.99 
TSLA Tesla, Inc.
0%
+$283.04 
ALCC AltC Acquisition Corp.
0%
$0 
SNOW
0%
$0 
YNDX Yandex NV
0%
$0 
LITE Lumentum Holdings Inc.
-8.86%
-$100,265 
LEU Centrus Energy Corp.
-8.77%
-$34,920 
QBTS D-Wave Quantum Inc.
-8.02%
-$35,083.2 
NOW ServiceNow, Inc.
-7.62%
-$133,884.8 
LCID Lucid Group, Inc.
-7.29%
-$6,795 
PLTR Palantir Technologies Inc.
-6.53%
-$306,439.8 
UPST Upstart Holdings, Inc.
-6.48%
-$10,993.5 
BMNR Bitmine Immersion Technologies, Inc.
-6.07%
-$11,118 
HOOD Robinhood Markets, Inc.
-6.02%
-$127,774.53 
APP AppLovin Corporation Class A Common Stock
-5.75%
-$495,378 
BE Bloom Energy Corporation
-5.07%
-$68,399.6 
ULTA Ulta Beauty Inc.
-4.78%
-$9,464 
ENPH Enphase Energy, Inc.
-4.58%
-$61,681.85 
IONQ IonQ, Inc.
-4.47%
-$20,997.54 
PATH Uipath Inc.
-4.19%
-$8,466 
NVDA NVIDIA Corporation
-3.55%
-$576,100.8 
SHOP Shopify Inc.
-3.48%
-$21,306.45 
MSFT Microsoft Corp.
-3.11%
-$96,629.96 
CLS Celestica Inc.
-2.94%
-$30,536.02 
CRWD CrowdStrike Holdings, Inc.
-2.77%
-$186,725 
SPOT Spotify Technology S.A.
-2.71%
-$122,490 
CVNA Carvana Co.
-2.7%
-$58,852.5 
VST Vistra Corp
-2.63%
-$55,444 
RUN Sunrun Inc.
-2.62%
-$8,440 
AMZN Amazon.com Inc
-2.53%
-$205,985 
NFLX Netflix, Inc.
-2.17%
-$164,492.8 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-2.15%
-$21,050.05 
STRC Strategy Inc
-2.13%
-$8,858 
CEG Constellation Energy Corporation
-1.98%
-$28,240.2 
AXON Axon Enterprise, Inc.
-1.76%
-$41,644.8 
FIX Comfort Systems USA, Inc.
-1.72%
-$61,484 
IREN IREN Limited
-1.68%
-$18,434.08 
AAPL Apple Inc.
-1.58%
-$132,767.07 
BKNG Booking Holdings Inc.
-1.45%
-$12,210.75 
MA Mastercard Incorporated
-1.2%
-$16,347.76 
HCA HCA Healthcare Inc.
-1.1%
-$2,430.01 
VRT Vertiv Holdings Co.
-0.87%
-$25,944.75 
GOOGL Alphabet Inc
-0.79%
-$25,053.6 
GOOG Alphabet Inc
-0.76%
-$18,915.8 
AVGO Broadcom Inc.
-0.49%
-$34,281 
ANET Arista Networks, Inc.
-0.47%
-$1,701.5 Events
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Dividends
Dividend Analysis
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| Trades 233 | Longs Won 121/233 51% | Profit Factor 3.9 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $633,283.53 |
| Average Win $375,355.61 | Best Trade (May 14) $7.42M | Sharpe Ratio -9.27 |
| Average Loss -$103,883.97 | Worst Trade (May 11) -$2.42M | Z-Score 0.55 (41.69%) |
| Commissions $0 | Avg. Trade Length 9m 2d | Expectancy $144,991.52 |
| 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 | 1,418 | 1,277 | 1,135 | 993 | 851 | 709 | 567 | 426 | 284 | 142 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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