Dina Fliss Portfolio
Invests via Global View Capital Management LLC | Managed by Dina Fliss, Barry Arnold, Dave Morton
Invests via Global View Capital Management LLC
Managed by Dina Fliss, Barry Arnold, Dave Morton
Automatically Tracked
Dina Fliss Profile
Senior investor and operator focused on fintech and growth-stage technology companies, with experience in product strategy, capital markets and corporate development. Dina Fliss is known for sourcing and scaling revenue-driven opportunities, serving on operating teams, and advising startups on go-to-market and fundraising. Active across venture and private equity ecosystems, she evaluates SaaS, payments and data-driven B2B models and partners with founders on commercialization, strategic partnerships and KPI-driven growth initiatives.
Senior investor and operator focused on fintech and growth-stage technology companies, with experience in product strategy, capital markets and corporate development. Dina Fliss is known for sourcing and scaling revenue-driven opportunities, serving on operating teams, and advising startups on go-to-market and fundraising. Active across venture and private equity ecosystems, she evaluates SaaS, payments and data-driven B2B models and partners with founders on commercialization, strategic partnerships and KPI-driven growth initiatives.
Investment Philosophy & Strategy
Seasoned operator-investor deploying growth capital into fintech and SaaS companies with revenue-driven playbooks. Focuses on commercialization, payments and data-enabled B2B models, favoring repeatable unit economics and clear KPIs. Blends strategic capital with operating support — go-to-market, partnerships and product-market fit acceleration — prefers growth-stage equity, concentrated portfolio stakes, multi-year horizon and active board-level oversight to de-risk scaling and optimize exit optionality.
Seasoned operator-investor deploying growth capital into fintech and SaaS companies with revenue-driven playbooks. Focuses on commercialization, payments and data-enabled B2B models, favoring repeatable unit economics and clear KPIs. Blends strategic capital with operating support — go-to-market, partnerships and product-market fit acceleration — prefers growth-stage equity, concentrated portfolio stakes, multi-year horizon and active board-level oversight to de-risk scaling and optimize exit optionality.
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:
23.28%
Gain -1.76%
Monthly
1.05%
Yearly
13.36%
Drawdown
19.56%
$465.41M
Equity
Holdings
$465.41M
Investment
$420.35M
$73.12M
Profit -$7.97M
Realized
$28.06M
Unrealized
$45.06M
Dividends
$10.35M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.76%
Profit
-$7.97M
Win %
60%
This Week
Compared To Last Week
Gain
-0.37%
Profit
-$1.71M
Win %
60%
This Month
Compared to last month
Gain
-1.68%
Profit
-$7.97M
Win %
60%
This Year
Compared to last year
Gain
-1.45%
Profit
-$6.84M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$41,816.71 
GOOG Alphabet Inc
+6.88%
+$18,421.94 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$22,344.28 
MSFT Microsoft Corp.
+3.02%
+$12,639.35 
NVDA NVIDIA Corporation
+2.93%
+$17,187.12 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$15,025.1 
EOG EOG Resources, Inc.
+2.19%
+$6,515.84 
OKE ONEOK, Inc.
+1.95%
+$6,297.06 
RYN Rayonier Inc.
+1.82%
+$4,555.98 
MQQQ Trading 2x Long Triple Q Monthly ETF
+1.69%
+$2.1M 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$20,184.93 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$11,514.83 
VZ Verizon Communications Inc.
+1.52%
+$5,789 
FXN First Trust Energy AlphaDEX Fund
+1.51%
+$5,520.9 
SSO ProShares Ultra S&P500
+1.35%
+$144,760.61 
QLD ProShares Ultra QQQ
+1.2%
+$498,663 
DDM ProShares Ultra Dow30
+1.12%
+$185,985.02 
XLE Energy Select Sector SPDR Fund
+1%
+$4,628.55 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$7,809.7 
EMR Emerson Electric Co.
+0.79%
+$2,581.86 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$14,747.95 
TSLA Tesla, Inc.
+0.76%
+$1,965.86 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,392.33 
CAT Caterpillar Inc.
+0.7%
+$1,542.24 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$234,134.72 
IVV iShares Core S&P 500 ETF
+0.69%
+$11,822.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$204,599.02 
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$15,607.71 
PLTR Palantir Technologies Inc.
+0.65%
+$1,801.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$6,549 
HARD Simplify Commodities Strategy No K-1 ETF
+0.65%
+$10,671.91 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$6,829.92 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$8,215.68 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$1,844.18 
ARTY iShares Future AI & Tech ETF
+0.6%
+$5,311.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$6,507.91 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$3,686.86 
PCEF Invesco CEF Income Composite ETF
+0.55%
+$1,175.91 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,449.45 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.46%
+$1,280.7 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,671.88 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$1,119.25 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$6,592.9 
RTX RTX Corporation
+0.39%
+$1,108.8 
AVGO Broadcom Inc.
+0.37%
+$980.64 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,189.9 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,450.56 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$748.44 
ESN Essential 40 Stock ETF
+0.29%
+$630.88 
JPM JPMorgan Chase & Co.
+0.27%
+$785.84 
JNJ Johnson & Johnson
+0.21%
+$487.6 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$690.9 
VRP Invesco Variable Rate Preferred ETF
+0.17%
+$355.92 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.13%
+$549.15 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$6,903.96 
FTSL First Trust Senior Loan ETF
+0.11%
+$235.55 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
+0.1%
+$287.2 
SOXX iShares Semiconductor ETF
+0.07%
+$641.9 
DAX Global X DAX Germany ETF
+0.07%
+$492.06 
FLHY Franklin High Yield Corporate Bond Fund
+0.06%
+$334.47 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$1,593.28 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$223.75 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$888.54 
SHV iShares Short Treasury Bond ETF
+0.03%
+$206.52 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$97.82 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$178.16 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$171.92 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$2,182.4 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$270.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,535.17 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$696.74 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
0%
$0 
ULST SPDR SSgA Ultra Short Term Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$118,259.96 
AGQ ProShares Ultra Silver
-4.42%
-$18,893.68 
FNV Franco-Nevada Corporation
-3.81%
-$17,935 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$13,124.16 
XLB Materials Select Sector SPDR Fund
-2.34%
-$11,888.25 
SIVR abrdn Physical Silver Shares ETF
-2.08%
-$14,705.74 
PSLV Sprott Physical Silver Trust
-1.98%
-$4,914.54 
ARKG ARK Genomic Revolution ETF
-1.78%
-$18,240.6 
FXZ First Trust Materials AlphaDEX Fund
-1.69%
-$4,128.96 
GLD SPDR Gold Shares
-1.49%
-$14,274.77 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$7,267.33 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$298,693.11 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$8,052.39 
FXG First Trust Consumer Staples AlphaDEX Fund
-1.24%
-$2,981.61 
TXN Texas Instruments Inc
-1.08%
-$2,370.72 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$2,562.3 
UWM ProShares Ultra Russell2000
-0.88%
-$52,828.16 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$8,368.06 
FXU First Trust Utilities AlphaDEX Fund
-0.76%
-$2,471.23 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$7,187.98 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$22,608.64 
JOJO ATAC Credit Rotation ETF
-0.72%
-$10,156.29 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,620.72 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$10,212.64 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,307.52 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$4,226.75 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
-0.65%
-$24,275.7 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,139.16 
FREL Fidelity MSCI Real Estate Index ETF
-0.63%
-$14,564.72 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,939.74 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$7,189.64 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$6,182.5 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$3,724.28 
ABEQ Absolute Select Value ETF
-0.55%
-$28,652.32 
LLY Eli Lilly and Company
-0.53%
-$2,574.6 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,796.54 
IWM iShares Russell 2000 ETF
-0.47%
-$2,643.76 
UTEN US Treasury 10 Year Note ETF
-0.39%
-$2,375.79 
FDX FedEx Corporation
-0.37%
-$825.7 
MDT Medtronic plc
-0.37%
-$1,360.96 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.37%
-$1,652.16 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$3,646.4 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$724.64 
L Loews Corporation
-0.31%
-$1,632.95 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$18,434.7 
DIVD Altrius Global Dividend ETF
-0.29%
-$5,591.43 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,482.52 
FRNW Fidelity Clean Energy ETF
-0.27%
-$537.6 
BULD Pacer BlueStar Engineering Future ETF
-0.26%
-$2,104.34 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$4,481 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1,038.36 
DSMC Distillate Small/Mid Cash Flow ETF
-0.24%
-$1,131.42 
HUBB Hubbell Inc.
-0.24%
-$440.04 
PBD Invesco Global Clean Energy ETF
-0.23%
-$472.96 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$1,620.6 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,967.21 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.16%
-$2,733.5 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$1,808.16 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$508.99 
MBSF Regan Floating Rate MBS ETF
-0.13%
-$473.75 
AKRE Akre Focus ETF
-0.09%
-$487.1 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.07%
-$4,388.75 
CLOI VanEck CLO ETF
-0.06%
-$853.38 
BKHY BNY Mellon High Yield ETF
-0.05%
-$136.33 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.04%
-$76.24 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$545.1 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$33.54 Events
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Dividends
Dividend Analysis
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| Trades 900 | Longs Won 569/900 63% | Profit Factor 5.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $778,743.72 |
| Average Win $157,495.45 | Best Trade (Aug 14) $24.86M | Sharpe Ratio -9.23 |
| Average Loss -$49,822.27 | Worst Trade (Aug 03) -$3.26M | Z-Score 0.57 (43.24%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $81,248.6 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,823 | $1.2M | $1.49M | - | $294,514.22 | 24.64% | -7.354% |
| ABEQ Absolute Select Value ETF | 135,793 | $4.85M | $5.19M | - | $340,367.34 | 7.02% | -0.549% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,924 | $1.78M | $1.75M | - | -$32,944.75 | -1.85% | -0.256% |
| AGQ ProShares Ultra Silver | 6,383 | $640,931.73 | $408,065.19 | - | -$232,866.54 | -36.33% | -4.425% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 11,030 | $938,714.4 | $1.29M | - | $352,347.13 | 37.54% | +1.588% |
| AKRE Akre Focus ETF | 9,742 | $638,198.74 | $560,067.58 | - | -$78,131.16 | -12.24% | -0.087% |
| AMZN Amazon.com Inc | 1,159 | $276,236 | $314,761.21 | - | $38,525.21 | 13.95% | +15.321% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 7,624 | $220,208.25 | $220,486.08 | - | $277.83 | 0.13% | -0.035% |
| ARKG ARK Genomic Revolution ETF | 26,058 | $1.1M | $1M | - | -$91,202.52 | -8.32% | -1.783% |
| ARTY iShares Future AI & Tech ETF | 13,278 | $616,989.59 | $884,978.7 | - | $267,989.11 | 43.43% | +0.604% |
| AVGO Broadcom Inc. | 681 | $257,248 | $265,099.68 | - | $7,851.68 | 3.05% | +0.371% |
| BAI iShares A.I. Innovation and Tech Active ETF | 31,599 | $1.67M | $1.31M | - | -$359,596.34 | -21.59% | +0.633% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 29,618 | $2.71M | $2.72M | - | $1,184.24 | 0.04% | +0.033% |
| BKHY BNY Mellon High Yield ETF | 6,197 | $298,233.57 | $292,547.98 | - | -$5,685.59 | -1.91% | -0.047% |
| BRK-B Berkshire Hathaway Inc. | 1,715 | $901,856.53 | $877,291.1 | - | -$24,565.43 | -2.72% | +0.365% |
| BULD Pacer BlueStar Engineering Future ETF | 23,913 | $918,737 | $807,828.97 | - | -$110,908.03 | -12.07% | -0.26% |
| CAT Caterpillar Inc. | 272 | $289,653 | $221,628.32 | - | -$68,024.68 | -23.48% | +0.701% |
| CLOI VanEck CLO ETF | 28,446 | $1.51M | $1.51M | - | $1,138.54 | 0.08% | -0.057% |
| COM Direxion Auspice Broad Commodity Strategy ETF | 175,550 | $5.2M | $5.94M | - | $739,366.78 | 14.22% | -0.074% |
| CSHI Neos Enhanced Income Cash Alternative ETF | 218,240 | $10.87M | $10.87M | - | $2,298.63 | 0.02% | +0.02% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Dina Fliss?
The largest contributions to the portfolio's profits come from the following stocks: ProShares Ultra QQQ - $12.39M, ProShares Ultra Dow30 - $3.21M, State Street SPDR Portfolio S&P 500 ETF - $3.17M, abrdn Physical Gold Shares ETF - $3.11M, and WisdomTree Floating Rate Treasury Fund - $2.59M. 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: ISHARES S&P 500 GROWTH ETF (3IS8) - $661,735.47, Invesco NASDAQ 100 ETF - $431,455.28, United States Oil Fund, LP - $271,952.33, Ethan Allen Interiors Inc - $220,309.28, and ProShares Ultra Russell2000 - $180,274.22. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dina Fliss's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.35M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $2.6M, Trading 2x Long Triple Q Monthly ETF - $1.86M, iShares iBoxx $ High Yield Corporate Bond ETF - $466,672.98, ProShares Ultra Dow30 - $294,361.16, and US Treasury 3 Month Bill ETF - $283,203.37. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dina Fliss's monthly returns?
Dina Fliss's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Dina Fliss's strategy be considered aggressive or moderate?
Dina Fliss's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Dina Fliss's strategy?
Dina Fliss's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
