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:
23.95%
Gain -0.92%
Monthly
1%
Yearly
12.73%
Drawdown
19.56%
$468.22M
Equity
Holdings
$468.22M
Investment
$420.35M
$75.93M
Profit -$4.26M
Realized
$28.06M
Unrealized
$47.87M
Dividends
$11.24M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$4.26M
Win %
56%
This Week
Compared To Last Week
Gain
-3.91%
Profit
-$19.05M
Win %
56%
This Month
Compared to last month
Gain
-2.15%
Profit
-$10.3M
Win %
56%
This Year
Compared to last year
Gain
-0.85%
Profit
-$4.04M
Win %
62%
RTX RTX Corporation
+2.11%
+$5,200.8 
OKE ONEOK, Inc.
+2.11%
+$6,912.29 
UL Unilever PLC Sponsored American Depositary Receipt
+1.9%
+$8,678.88 
JPM JPMorgan Chase & Co.
+1.8%
+$5,045.26 
FNV Franco-Nevada Corporation
+1.72%
+$8,776.25 
TSLA Tesla, Inc.
+1.68%
+$5,072.97 
ITA iShares U.S. Aerospace & Defense ETF
+1.58%
+$14,641.92 
FXZ First Trust Materials AlphaDEX Fund
+1.5%
+$3,628.48 
XLB Materials Select Sector SPDR Fund
+1.38%
+$6,877.5 
FRNW Fidelity Clean Energy ETF
+1.37%
+$2,508.8 
JNJ Johnson & Johnson
+1.33%
+$3,109.6 
EOG EOG Resources, Inc.
+1.33%
+$4,149.23 
FXN First Trust Energy AlphaDEX Fund
+1.31%
+$5,186.3 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.23%
+$8,082.48 
FXU First Trust Utilities AlphaDEX Fund
+1.22%
+$3,740.25 
XAR SPDR S&P Aerospace & Defense ETF
+1.19%
+$19,397.55 
LLY Eli Lilly and Company
+1.12%
+$5,911.5 
DAX Global X DAX Germany ETF
+1.08%
+$7,872.96 
XLE Energy Select Sector SPDR Fund
+1.07%
+$5,609.18 
XLU Utilities Select Sector SPDR Fund
+1.04%
+$14,330.64 
GNR SPDR S&P Global Natural Resources ETF
+1%
+$2,496.6 
AAPL Apple Inc.
+0.94%
+$15,530.06 
DIVD Altrius Global Dividend ETF
+0.94%
+$17,849.56 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$8,403.5 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$3,049.94 
FXG First Trust Consumer Staples AlphaDEX Fund
+0.92%
+$2,079.4 
IEFA iShares Core MSCI EAFE ETF
+0.84%
+$9,235.58 
DXJ WisdomTree Japan Hedged Equity Fund
+0.81%
+$25,699.67 
FREL Fidelity MSCI Real Estate Index ETF
+0.79%
+$16,864.32 
RYN Rayonier Inc.
+0.79%
+$1,752.3 
EFA iShares MSCI EAFE ETF
+0.79%
+$2,395.28 
XHB SPDR S&P Homebuilders ETF
+0.78%
+$7,561.5 
AKRE Akre Focus ETF
+0.74%
+$4,173.47 
PAVE Global X U.S. Infrastructure Development ETF
+0.74%
+$5,174.13 
TXN Texas Instruments Inc
+0.72%
+$1,585.7 
DDM ProShares Ultra Dow30
+0.71%
+$115,922.17 
L Loews Corporation
+0.7%
+$3,447.36 
ICLN iShares Global Clean Energy ETF
+0.69%
+$1,253.04 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.69%
+$4,710.42 
VZ Verizon Communications Inc.
+0.69%
+$2,522.35 
XLI Industrial Select Sector SPDR Fund
+0.63%
+$5,709.16 
VYM Vanguard High Dividend Yield ETF
+0.61%
+$1,797.9 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.61%
+$1,350.6 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.59%
+$1,600.87 
AGQ ProShares Ultra Silver
+0.58%
+$2,234.05 
DSMC Distillate Small/Mid Cash Flow ETF
+0.55%
+$2,619.66 
RPV Invesco S&P 500 Pure Value ETF
+0.53%
+$5,427.2 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$1,450.65 
EMR Emerson Electric Co.
+0.45%
+$1,586.32 
CAT Caterpillar Inc.
+0.45%
+$892.16 
PSLV Sprott Physical Silver Trust
+0.43%
+$1,034.64 
IWD iShares Russell 1000 Value ETF
+0.42%
+$3,523.02 
IWN iShares Russell 2000 Value ETF
+0.41%
+$1,614.24 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.35%
+$3,860.5 
SIVR abrdn Physical Silver Shares ETF
+0.32%
+$2,199.57 
GLD SPDR Gold Shares
+0.31%
+$3,022.63 
GLDM SPDR Gold MiniShares Trust
+0.3%
+$1,526.75 
SGOL abrdn Physical Gold Shares ETF
+0.3%
+$62,882.76 
ABEQ Absolute Select Value ETF
+0.28%
+$14,937.23 
RDVY First Trust Rising Dividend Achievers ETF
+0.26%
+$1,050.42 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.26%
+$1,204.7 
ESN Essential 40 Stock ETF
+0.25%
+$577.75 
TLT iShares 20+ Year Treasury Bond ETF
+0.24%
+$1,460.15 
EUHY iShares Euro High Yield Corporate Bond USD Hedged ETF
+0.23%
+$924.93 
FDX FedEx Corporation
+0.22%
+$473.87 
IJR iShares Core S&P Small-Cap ETF
+0.22%
+$4,089.3 
HUBB Hubbell Inc.
+0.17%
+$312.66 
XLV Health Care Select Sector SPDR Fund
+0.17%
+$2,223.6 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.16%
+$2,538.25 
IEF iShares 7-10 Year Treasury Bond ETF
+0.13%
+$655.73 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$2,149.09 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$285 
FTSL First Trust Senior Loan ETF
+0.09%
+$188.44 
NLR VanEck Uranium and Nuclear ETF
+0.08%
+$421.04 
OBIL US Treasury 12 Month Bill Mutual Fund
+0.07%
+$430.14 
IAGG iShares International Aggregate Bond Fund
+0.07%
+$791.07 
ULST SPDR SSgA Ultra Short Term Bond ETF
+0.05%
+$918.62 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.04%
+$245.87 
RZG Invesco S&P SmallCap 600 Pure Growth ETF
+0.04%
+$1,348.65 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$790.31 
SHV iShares Short Treasury Bond ETF
+0.03%
+$240.94 
XBIL U.S. Treasury 6-Month Bill ETF
+0.03%
+$167.81 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$940.04 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$302.69 
FLHY Franklin High Yield Corporate Bond Fund
+0.02%
+$111.49 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.02%
+$2,182.4 
GSY Invesco Ultra Short Duration ETF
+0.02%
+$502.45 
PULS PGIM Ultra Short Bond ETF
+0.02%
+$1,228.98 
CLOI VanEck CLO ETF
+0.02%
+$284.46 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$296.18 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$2,267.59 
PBD Invesco Global Clean Energy ETF
0%
+$2.36 
EWX SPDR S&P Emerging Markets Small Cap ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
VRP Invesco Variable Rate Preferred ETF
0%
$0 
MBSF Regan Floating Rate MBS ETF
0%
$0 
ARKG ARK Genomic Revolution ETF
-3.01%
-$38,565.84 
BAI iShares A.I. Innovation and Tech Active ETF
-2.57%
-$35,232.89 
ARTY iShares Future AI & Tech ETF
-2.44%
-$23,568.45 
MQQQ Trading 2x Long Triple Q Monthly ETF
-2.3%
-$3.17M 
PLTR Palantir Technologies Inc.
-2.16%
-$9,751.16 
QLD ProShares Ultra QQQ
-1.9%
-$881,475 
SOXX iShares Semiconductor ETF
-1.89%
-$17,295.14 
FDN First Trust Dow Jones Internet Index Fund
-1.84%
-$11,734.3 
AVGO Broadcom Inc.
-1.78%
-$4,167.71 
FTXL First Trust Nasdaq Semiconductor ETF
-1.7%
-$18,764.55 
RPG Invesco S&P 500 Pure Growth ETF
-1.25%
-$69,532.74 
XLK State Street Technology Select Sector SPDR ETF
-1.23%
-$12,010.64 
GOOG Alphabet Inc
-1.18%
-$3,264.14 
CWB SPDR Bloomberg Convertible Securities ETF
-1.04%
-$2,099.78 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.91%
-$7,215.48 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$9,248.25 
QQQM Invesco NASDAQ 100 ETF
-0.84%
-$304,134.97 
CTA Simplify Managed Futures Strategy ETF
-0.78%
-$13,785.28 
HARD Simplify Commodities Strategy No K-1 ETF
-0.77%
-$13,931.32 
FRDM Freedom 100 Emerging Markets ETF
-0.73%
-$17,241.08 
IWO iShares Russell 2000 Growth ETF
-0.69%
-$6,177.57 
MSFT Microsoft Corp.
-0.56%
-$2,830.4 
AMZN Amazon.com Inc
-0.52%
-$1,547.25 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.52%
-$31,599 
PCEF Invesco CEF Income Composite ETF
-0.47%
-$962.1 
NVDA NVIDIA Corporation
-0.37%
-$2,392.95 
BULD Pacer BlueStar Engineering Future ETF
-0.34%
-$2,869.56 
UWM ProShares Ultra Russell2000
-0.33%
-$17,452.16 
XSMO Invesco S&P SmallCap Momentum ETF
-0.29%
-$1,863.69 
SSO ProShares Ultra S&P500
-0.2%
-$23,584.54 
IWM iShares Russell 2000 ETF
-0.16%
-$855.88 
SUSA iShares MSCI USA ESG Select ETF
-0.15%
-$550.19 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$1,694.71 
HEGD Swan Hedged Equity US Large Cap Fund
-0.13%
-$369.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$38,145.58 
BKHY BNY Mellon High Yield ETF
-0.09%
-$264.61 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.09%
-$190.6 
IWV ISHARES RUSSELL 3000 ETF
-0.09%
-$566.62 
JBBB Janus Henderson B-BBB CLO ETF
-0.09%
-$181.16 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.08%
-$594.86 
EMHY iShares J.P. Morgan EM High Yield Bond ETF
-0.08%
-$215.4 
UTEN US Treasury 10 Year Note ETF
-0.07%
-$443.67 
SPY SPDR S&P 500 ETF Trust
-0.07%
-$237.44 
IVV iShares Core S&P 500 ETF
-0.06%
-$1,154.43 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.06%
-$244.55 
MDT Medtronic plc
-0.04%
-$170.12 
JNK SPDR Bloomberg High Yield Bond ETF
-0.04%
-$300.86 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
-0.03%
-$461.87 
JOJO ATAC Credit Rotation ETF
-0.03%
-$400.66 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$1,393.48 Events
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Dividends
Dividend Analysis
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| Trades 900 | Longs Won 553/900 61% | Profit Factor 5.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $872,366.74 |
| Average Win $168,549.37 | Best Trade (Oct 14) $22.7M | Sharpe Ratio -9.76 |
| Average Loss -$49,792.7 | Worst Trade (Oct 14) -$2.93M | Z-Score -0.84 (59.88%) |
| Commissions $0 | Avg. Trade Length 8m 2w 3d | Expectancy $84,366.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,823 | $1.2M | $1.66M | - | $469,637.35 | 39.29% | +0.942% |
| ABEQ Absolute Select Value ETF | 135,793 | $4.85M | $5.25M | - | $401,609.98 | 8.28% | +0.285% |
| AGG iShares Core U.S. Aggregate Bond ETF | 17,924 | $1.78M | $1.71M | - | -$65,926.7 | -3.71% | +0.126% |
| AGQ ProShares Ultra Silver | 6,383 | $640,931.73 | $385,341.71 | - | -$255,590.02 | -39.88% | +0.583% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 11,030 | $938,714.4 | $1.11M | - | $172,668.4 | 18.39% | +0.349% |
| AKRE Akre Focus ETF | 9,742 | $638,198.74 | $565,799.77 | - | -$72,398.97 | -11.34% | +0.743% |
| AMZN Amazon.com Inc | 1,159 | $276,236 | $293,719.57 | - | $17,483.57 | 6.33% | -0.524% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 7,624 | $220,208.25 | $209,240.68 | - | -$10,967.57 | -4.98% | -0.091% |
| ARKG ARK Genomic Revolution ETF | 26,058 | $1.1M | $1.24M | - | $148,531.08 | 13.55% | -3.006% |
| ARTY iShares Future AI & Tech ETF | 13,278 | $616,989.59 | $943,866.63 | - | $326,877.04 | 52.98% | -2.436% |
| AVGO Broadcom Inc. | 681 | $257,248 | $230,321.01 | - | -$26,926.99 | -10.47% | -1.777% |
| BAI iShares A.I. Innovation and Tech Active ETF | 31,599 | $1.67M | $1.33M | - | -$331,947.22 | -19.93% | -2.573% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 29,618 | $2.71M | $2.71M | - | -$2,666.1 | -0.1% | +0.011% |
| BKHY BNY Mellon High Yield ETF | 6,197 | $298,233.57 | $283,016.99 | - | -$15,216.58 | -5.1% | -0.093% |
| BRK-B Berkshire Hathaway Inc. | 1,715 | $901,856.53 | $909,944.7 | - | $8,088.17 | 0.9% | +0.932% |
| BULD Pacer BlueStar Engineering Future ETF | 23,913 | $918,737 | $835,520.22 | - | -$83,216.78 | -9.06% | -0.342% |
| CAT Caterpillar Inc. | 272 | $289,653 | $200,986.24 | - | -$88,666.76 | -30.61% | +0.446% |
| CLOI VanEck CLO ETF | 28,446 | $1.51M | $1.5M | - | -$2,274.98 | -0.15% | +0.019% |
| COM Direxion Auspice Broad Commodity Strategy ETF | 175,550 | $5.2M | $6.11M | - | $910,528.03 | 17.51% | -0.515% |
| CSHI Neos Enhanced Income Cash Alternative ETF | 218,240 | $10.87M | $10.83M | - | -$40,258.17 | -0.37% | +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 - $12.41M, ProShares Ultra Dow30 - $3.25M, State Street SPDR Portfolio S&P 500 ETF - $3.25M, abrdn Physical Gold Shares ETF - $3.11M, and WisdomTree Floating Rate Treasury Fund - $2.74M. 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 - $393,679.94, United States Oil Fund, LP - $271,952.33, Ethan Allen Interiors Inc - $220,309.28, and First Trust Morningstar Dividend Leaders Index Fund - $177,587.71. 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 $11.24M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $2.74M, Trading 2x Long Triple Q Monthly ETF - $1.86M, iShares iBoxx $ High Yield Corporate Bond ETF - $496,983.26, ProShares Ultra Dow30 - $333,086.81, and US Treasury 3 Month Bill ETF - $307,958.16. 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.
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