Portfolio & Track Record
Transparent track record of investment recommendations and analytical framework for potential recruiters and collaborators.
+18.5%
Cumulative Return Since Inception
March 2024 - Present
75%
Success Rate
Positive Return Positions
12
Active Positions
Current Portfolio
Investment Track Record
| Company | Ticker | Entry Date | Entry Price | Current/Exit Price | Return | Status |
|---|---|---|---|---|---|---|
| Microsoft Corporation | MSFT | Mar 2024 | $365.00 | $445.00 | +21.9% | CLOSED |
| Apple Inc. | AAPL | Dec 2024 | $176.00 | $185.50 | +5.4% | ACTIVE |
| Johnson & Johnson | JNJ | Oct 2024 | $157.00 | $162.25 | +3.3% | ACTIVE |
| Alphabet Inc. | GOOGL | Jun 2024 | $172.00 | $198.50 | +15.4% | CLOSED |
| Visa Inc. | V | Aug 2024 | $285.00 | $290.75 | +2.0% | ACTIVE |
| Meta Platforms | META | May 2024 | $485.00 | $460.00 | -5.2% | CLOSED |
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Professional Profile
Background & Experience
Passionate about value investing and fundamental analysis with a focus on identifying undervalued opportunities in public markets. Currently pursuing opportunities in investment management, equity research, and financial analysis roles.
Core Competencies
- Financial Statement Analysis
- DCF & Valuation Modeling
- Industry & Competitive Analysis
- Investment Research & Writing
- Risk Assessment & Management
- Portfolio Construction
Technical Skills
- Advanced Excel Modeling
- Bloomberg Terminal
- Python for Finance
- Financial Databases (CapitalIQ, FactSet)
- Statistical Analysis
Interested in Collaboration?
I'm always open to discussing investment opportunities, research collaboration, and career opportunities in investment management.