Riddhi Ruparelia Profile Picture Individual Investor

Riddhi Ruparelia

Homeopath,Health, Wellness and Fitness

Long Term Growth

I look for companies displaying an imminent rise in sales and cash flow combined with a strong business model and proven management. While most of the holdings are in early phase, small cap category, I also seek out under-appreciated growth stories in mid-cap and large-cap arenas.

Risk score

Risk Score 4

Best 30 days


Worst 30 days


  • 5.6%
    30 day
  • 9.0%
    90 day
  • 19.9%
    365 day
    April 11, 2011
Monthly vs S&P500
Riddhi Ruparelia - Long Term Growth Monthly vs S&P500
-6.3% 12 months

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $30,000 investment min
  • Margin account required
  • 0.5% fee


  • Communications
  • Consumer, Cyclical
  • Financial
  • Equity Fund
  • Technology

Top 5 securities View all


Portfolio commentary

  1. Alibaba IPO: 6 things you need to know

    9 September 2014

    Chinese e-commerce player Alibaba's IPO valuation currently rivals Amazon's. Here's how that may play out for the stock offering.

  2. How to assemble a financial team to reach your investing goals 5 August 2014
  3. 401(k) early withdrawals and loans: Why they're a really bad idea 2 June 2014
  4. iRobot, 3D Systems and Stratasys delivered for the model 22 November 2012
  5. iRobot's expanding consumer business will bolster stock price 8 September 2012

show more

Performance detail

  • Manager (net of fees)
  • Russell 2000


Covestor inception April 11, 2011

as of May 21, 2015 Manager (net of fees) Russell 2000 S&P 500
Past 30 days 5.6% -0.5% 1.8%
Past 90 days 9.0% 2.4% 1.5%
Past 365 days 19.9% 15.4% 15.2%
Since Covestor inception (Annualized) 10.2% 12.0% 14.7%
2015 (YTD) 14.8% 4.8% 4.3%
2014 -9.0% 4.9% 13.7%
2013 43.8% 38.8% 32.4%
2012 23.4% 16.3% 16.0%

Risk metrics

Last 365 days

as of May 21, 2015 Manager (net of fees) Russell 2000 S&P 500
Best 30 days 15.4% 13.2% 9.7%
Worst 30 days -15.3% -10.0% -6.7%
Volatility 18.3% 15.2% 11.7%
Sharpe Ratio 1.08 1.01 1.30
Sortino Ratio 1.60 1.55 1.87
Maximum Drawdown -16.9% -12.9% -7.3%
Value-at-risk (95%, 1 week) -4.2% -3.5% -2.7%
vs. Russell 2000 vs. S&P 500
Information Ratio 0.40 0.36
Alpha 4.9% 3.4%
Beta 0.96 1.11
R-Squared 0.63 0.50

Portfolio currently closed to new investors. Let me know if space becomes available.

  • $30,000 investment min
  • Margin account required
  • 0.5% fee

Latest transactions View all

Average trades per month 11.3
Executed Symbol Security Replicable Type Price
05/21/15 CRTO Criteo SA Yes Buy $49.22
05/21/15 YELP Yelp Inc Yes Sell $46.14
05/20/15 SKX Skechers U.S.A. Inc Yes Sell $104.85
05/08/15 BWLD Buffalo Wild Wings Inc Yes Sell $156.80
05/08/15 PSIX Power Solutions International Inc Yes Sell $61.30
05/08/15 SSYS Stratasys Ltd Yes Sell $35.09
05/08/15 IRBT iRobot Corp Yes Sell $32.79
05/08/15 SWKS Skyworks Solutions Inc Yes Buy $97.90

Important Information

  1. Past performance is no guarantee of future results.
  2. Performance of the portfolio manager's account is calculated by Covestor on a daily time-weighted basis, including cash, dividends and earnings distributions and broker commissions. Manager returns include trades and positions that fail Covestor's trading rules, as a result, actual client returns will differ. Covestor advisory fees are simulated and applied retro-actively to present the portfolio return "net-of-fees".
  3. Average client returns are calculated by Covestor and are composed of the asset-weighted average returns of all active client investments (some of which may contain investment restrictions) to the underlying portfolio. These daily average returns are then linked together for the timeframe presented. These returns include cash, dividends, earnings distributions, brokerage commissions and Covestor advisory fees.
  4. All graph data is as of the end of day for the referenced period, unless otherwise specified. The investment minimum is the minimum investment required to follow a particular portfolio. The minimum amount is determined by Covestor, based on the characteristics of the underlying portfolio. It should not be considered as specific investment advice for your investment situation.
  5. The performance charts are provided for informational purposes only, and should not be used as the basis for making an investment decision. Variables such as corporate actions or foreign exchange may affect daily performance displays. We rely on mathematical formulas, computer programs, and pricing information from third-party vendors to provide these returns. Neither Covestor nor any of its data or content providers shall be liable for any errors in this information or any actions taken by you in reliance upon this information.
  6. Benchmark returns have been calculated by Covestor using a time-weighted calculation of daily index valuations. Benchmarks presented are total return and therefore inclusive of cash, dividends and earnings distributions but not transaction costs. More
  7. Leverage indicates the level of margin utilized and is calculated by dividing gross exposure by portfolio net liquidation value.
  8. All Portfolio Manager information including personal data, profiles, strategies, monthly investment reports, and historical results outside of Covestor has been provided by the Portfolio Manager. Covestor makes no representation or warranty of its accuracy, completeness or relevance and it does not represent the opinions of Covestor. Transaction history is available upon request. Portfolio classifications are provided by Covestor, and are intended to serve as a general guide.
  9. Transactions that are marked as "Replicable" passed Covestor's trading rules and were eligible for replication at the time of execution, subject to individual client constraints. Eligibility for replication may change over time. Actual client investment trade activity may vary.
  10. Index returns do not reflect any management fees, transaction costs or expenses. Individuals cannot invest directly in an Index.