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:
6.67%
Gain
Monthly
0.35%
Yearly
4.28%
Drawdown
18.92%
$432.7M
Equity
Holdings
$432.7M
Investment
$378.14M
$73.26M
Profit -$6.62M
Realized
$18.7M
Unrealized
$54.56M
Dividends
$9.91M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6.62M
Win %
64%
This Week
Compared To Last Week
Gain
-2.33%
Profit
-$10.31M
Win %
64%
This Month
Compared to last month
Gain
-1.32%
Profit
-$5.8M
Win %
64%
This Year
Compared to last year
Gain
14.88%
Profit
$56.05M
Win %
67%
IHI iShares U.S. Medical Devices ETF
+3.91%
+$7,372.95 
MDT Medtronic plc
+3.13%
+$11,347.56 
VZ Verizon Communications Inc.
+2.81%
+$10,425.66 
OKE ONEOK, Inc.
+2.11%
+$8,881.92 
XLP Consumer Staples Select Sector SPDR Fund
+2.11%
+$4,456.32 
AKRE Akre Focus ETF
+2.06%
+$13,376.76 
DSMC Distillate Small/Mid Cash Flow ETF
+2.04%
+$11,598.72 
XLV Health Care Select Sector SPDR Fund
+2.03%
+$13,626.45 
FXG First Trust Consumer Staples AlphaDEX Fund
+1.96%
+$5,279.92 
FDL First Trust Morningstar Dividend Leaders Index Fund
+1.92%
+$50,232.53 
LLY Eli Lilly and Company
+1.75%
+$7,821.27 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+1.67%
+$8,689.2 
UL Unilever PLC Sponsored American Depositary Receipt
+1.64%
+$7,555.81 
JNJ Johnson & Johnson
+1.35%
+$3,109.54 
IWN iShares Russell 2000 Value ETF
+1.18%
+$2,831.84 
AAPL Apple Inc.
+1.12%
+$16,077.92 
XLE Energy Select Sector SPDR Fund
+1.11%
+$13,016.87 
L Loews Corporation
+1.09%
+$7,086.03 
DIVD Altrius Global Dividend ETF
+1.06%
+$9,437.29 
EOG EOG Resources, Inc.
+0.99%
+$3,287.23 
FDX FedEx Corporation
+0.97%
+$2,177.7 
XHB SPDR S&P Homebuilders ETF
+0.86%
+$11,090.12 
RPV Invesco S&P 500 Pure Value ETF
+0.8%
+$45,966.94 
TRV The Travelers Companies, Inc.
+0.8%
+$2,102.62 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$12,799.41 
FXN First Trust Energy AlphaDEX Fund
+0.71%
+$3,969.45 
IWD iShares Russell 1000 Value ETF
+0.69%
+$4,397.9 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.61%
+$1,769.25 
EMR Emerson Electric Co.
+0.56%
+$1,958.88 
ABEQ Absolute Select Value ETF
+0.55%
+$35,637.57 
FXU First Trust Utilities AlphaDEX Fund
+0.49%
+$1,847.79 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.43%
+$1,468.5 
BWET Breakwave Tanker Shipping ETF
+0.26%
+$9,481.3 
XLB Materials Select Sector SPDR Fund
+0.24%
+$1,791.84 
HON Honeywell International Inc.
+0.21%
+$286.9 
GOOG Alphabet Inc
+0.17%
+$472.75 
MBSF Regan Floating Rate MBS ETF
+0.15%
+$556.32 
UWM ProShares Ultra Russell2000
+0.05%
+$2,373.51 
IWM iShares Russell 2000 ETF
+0.04%
+$92.95 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.03%
+$602.65 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$268.32 
FLHY Franklin High Yield Corporate Bond Fund
+0.02%
+$117.55 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$214.7 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$84.3 
TBIL US Treasury 3 Month Bill ETF
+0.02%
+$769.68 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$13,774.89 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$396.13 
SHV iShares Short Treasury Bond ETF
+0.01%
+$114.99 
BKHY BNY Mellon High Yield ETF
0%
-$0.66 
GSY Invesco Ultra Short Duration ETF
0%
$0 
XBIL U.S. Treasury 6-Month Bill ETF
0%
+$1.14 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XPP ProShares Ultra FTSE China 50
0%
$0 
AGQ ProShares Ultra Silver
-6.17%
-$15,863.2 
FTXL First Trust Nasdaq Semiconductor ETF
-4.75%
-$61,990.3 
SOXX iShares Semiconductor ETF
-4.5%
-$29,963.01 
NLR VanEck Uranium and Nuclear ETF
-4.3%
-$20,769.3 
ARTY iShares Future AI & Tech ETF
-3.87%
-$35,745.08 
AEM Agnico Eagle Mines Limited
-3.74%
-$9,001.44 
GDX VanEck Gold Miners ETF
-3.54%
-$63,624.08 
SIVR abrdn Physical Silver Shares ETF
-3.15%
-$24,851.45 
SLV iShares Silver Trust
-3.09%
-$38,374.01 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-3.05%
-$17,756.37 
PSLV Sprott Physical Silver Trust
-3.02%
-$8,686.72 
ITA iShares U.S. Aerospace & Defense ETF
-2.87%
-$18,122.51 
FRDM Freedom 100 Emerging Markets ETF
-2.79%
-$51,135 
XAR SPDR S&P Aerospace & Defense ETF
-2.74%
-$42,814.36 
QLD ProShares Ultra QQQ
-2.72%
-$1.62M 
FNV Franco-Nevada Corporation
-2.66%
-$14,779.38 
NVDA NVIDIA Corporation
-2.44%
-$12,261.06 
PBD Invesco Global Clean Energy ETF
-2.44%
-$24,714.69 
ARKQ Ark Autonomous Technology & Robotics ETF
-2.4%
-$17,233.48 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$22,828.17 
EEM iShares MSCI Emerging Markets ETF
-2.1%
-$5,513.5 
MQQQ Trading 2x Long Triple Q Monthly ETF
-2.08%
-$2.06M 
GLD SPDR Gold Shares
-1.78%
-$20,325.04 
SGOL abrdn Physical Gold Shares ETF
-1.75%
-$445,197.6 
GLDM SPDR Gold MiniShares Trust
-1.72%
-$8,950.68 
HARD Simplify Commodities Strategy No K-1 ETF
-1.57%
-$15,576.12 
FXZ First Trust Materials AlphaDEX Fund
-1.46%
-$3,622.08 
TSLA Tesla, Inc.
-1.43%
-$3,880.32 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$23,137.13 
RTX RTX Corporation
-1.38%
-$3,879.91 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$11,958.39 
EWX SPDR S&P Emerging Markets Small Cap ETF
-1.33%
-$3,785.28 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-1.12%
-$15,968.61 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$2,542.97 
USO United States Oil Fund, LP
-1.08%
-$17,662.73 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-1.07%
-$8,409.87 
AIRR First Trust RBA American Industrial Renaissance ETF
-1%
-$12,433.98 
DAX Global X DAX Germany ETF
-0.99%
-$11,214.85 
FDN First Trust Dow Jones Internet Index Fund
-0.88%
-$5,600.7 
EFA iShares MSCI EAFE ETF
-0.85%
-$2,697.59 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$11,118.87 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.81%
-$5,427.38 
DXJ WisdomTree Japan Hedged Equity Fund
-0.8%
-$25,342.74 
SSO ProShares Ultra S&P500
-0.76%
-$79,566.24 
GNR SPDR S&P Global Natural Resources ETF
-0.68%
-$1,519.51 
EFV iShares MSCI EAFE Value ETF
-0.55%
-$1,891.38 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.53%
-$2,927.32 
PLTR Palantir Technologies Inc.
-0.52%
-$1,385.83 
CTA Simplify Managed Futures Strategy ETF
-0.48%
-$4,627.22 
JPM JPMorgan Chase & Co.
-0.47%
-$1,364.3 
NANR SPDR S&P North American Natural Resources ETF
-0.45%
-$822.16 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.44%
-$1,704.11 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
-0.41%
-$1,138.97 
SUSA iShares MSCI USA ESG Select ETF
-0.4%
-$1,982.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.38%
-$135,622.26 
IVV iShares Core S&P 500 ETF
-0.38%
-$5,202.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$5,249.79 
SWAN Amplify BlackSwan Growth & Treasury Core ETF
-0.38%
-$4,454.42 
JOJO ATAC Credit Rotation ETF
-0.36%
-$4,025.18 
SBAR Simplify Barrier Income ETF
-0.35%
-$14,734.26 
IWV ISHARES RUSSELL 3000 ETF
-0.34%
-$1,629.48 
COM Direxion Auspice Broad Commodity Strategy ETF
-0.33%
-$14,409.89 
TLT iShares 20+ Year Treasury Bond ETF
-0.31%
-$1,691.17 
UTEN US Treasury 10 Year Note ETF
-0.22%
-$1,414.08 
IAGG iShares International Aggregate Bond Fund
-0.19%
-$2,627.41 
IEF iShares 7-10 Year Treasury Bond ETF
-0.19%
-$4,582.37 
HEGD Swan Hedged Equity US Large Cap Fund
-0.18%
-$441.34 
IGLB iShares 10+ Year Investment Grade Corporate Bond ETF
-0.16%
-$1,665.68 
PAVE Global X U.S. Infrastructure Development ETF
-0.16%
-$1,146.78 
PSCE Invesco S&P SmallCap Energy ETF
-0.16%
-$293.73 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.14%
-$447.39 
SPIP SPDR Portfolio TIPS ETF
-0.14%
-$1,403.78 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.12%
-$2,372.17 
RDVY First Trust Rising Dividend Achievers ETF
-0.07%
-$242.52 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$1,135.26 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$189.13 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.05%
-$131.82 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$1,288 
AVSF Avantis Short-Term Fixed Income ETF
-0.04%
-$1,108.18 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$207.59 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$105.03 
OBIL US Treasury 12 Month Bill Mutual Fund
-0.02%
-$117.51 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$99.14 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$37.67 
ULST SPDR SSgA Ultra Short Term Bond ETF
-0.01%
-$223.94 
JNK SPDR Bloomberg High Yield Bond ETF
-0.01%
-$45.16 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.01%
-$134.56 Events
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Dividends
Dividend Analysis
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| Trades 754 | Longs Won 449/754 59% | Profit Factor 7.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $955,777.91 |
| Average Win $188,884.9 | Best Trade (Jul 10) $23.93M | Sharpe Ratio -9.68 |
| Average Loss -$37,866.47 | Worst Trade (Jul 17) -$3.87M | Z-Score -1.87 (96.02%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $97,161.86 |
| 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 | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
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