Dana Zucker Portfolio
Invests via Gray Foundation | Managed by Dana Zucker
Invests via Gray Foundation
Managed by Dana Zucker
Automatically Tracked
Dana Zucker Profile
Experienced investor and operator focused on growth-stage consumer and technology companies. Dana Zucker is a former operator and venture investor known for product-led scaling, board-level operational support and go-to-market acceleration across e-commerce and SaaS verticals. Background spans founder/operator roles and venture investing with hands-on portfolio management, fundraising and customer acquisition expertise. Active as an angel and advisor, prioritizes unit economics, brand differentiation and capital-efficient growth strategies when evaluating opportunities.
Experienced investor and operator focused on growth-stage consumer and technology companies. Dana Zucker is a former operator and venture investor known for product-led scaling, board-level operational support and go-to-market acceleration across e-commerce and SaaS verticals. Background spans founder/operator roles and venture investing with hands-on portfolio management, fundraising and customer acquisition expertise. Active as an angel and advisor, prioritizes unit economics, brand differentiation and capital-efficient growth strategies when evaluating opportunities.
Investment Philosophy & Strategy
Operator-investor approach focused on growth-stage consumer and tech businesses, emphasizing product-led scaling and repeatable go-to-market motion. Prioritizes capital-efficient customer acquisition, strong unit economics and brand differentiation when allocating capital. Investment horizon favors venture-to-growth with active board engagement and hands-on operational support to accelerate metrics—CAC payback, LTV expansion and retention. Underwrites opportunities with founder alignment, clear monetization pathways and measurable KPIs, preferring SaaS and e‑commerce where product and marketing advantages compound.
Operator-investor approach focused on growth-stage consumer and tech businesses, emphasizing product-led scaling and repeatable go-to-market motion. Prioritizes capital-efficient customer acquisition, strong unit economics and brand differentiation when allocating capital. Investment horizon favors venture-to-growth with active board engagement and hands-on operational support to accelerate metrics—CAC payback, LTV expansion and retention. Underwrites opportunities with founder alignment, clear monetization pathways and measurable KPIs, preferring SaaS and e‑commerce where product and marketing advantages compound.
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:
64.91%
Gain -0.12%
Monthly
1.62%
Yearly
21.26%
Drawdown
22.49%
$433.63M
Equity
Holdings
$433.63M
Investment
$255.8M
$182.85M
Profit -$532,920.4
Realized
$809,618.99
Unrealized
$182.04M
Dividends
$3.18M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.12%
Profit
-$532,920.4
Win %
90%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$1.49M
Win %
90%
This Month
Compared to last month
Gain
-0.34%
Profit
-$1.49M
Win %
90%
This Year
Compared to last year
Gain
-4.43%
Profit
-$20.11M
Win %
78%
Events
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Dividends
Dividend Analysis
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| Trades 28 | Longs Won 16/28 57% | Profit Factor 54.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $19.64M |
| Average Win $11.64M | Best Trade (Aug 06) $95.1M | Sharpe Ratio -8.69 |
| Average Loss -$284,749.12 | Worst Trade (Aug 06) -$1.24M | Z-Score 1.88 (94.03%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 2d | Expectancy $6.53M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% | 0.6% | 4.06% | 22.04% |
| Consecutive Losing Trades | 1,522 | 1,370 | 1,218 | 1,065 | 913 | 761 | 609 | 457 | 304 | 152 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 BA Boeing Company | 26,400 | $5.73M | $6.26M | - | $529,056 | 9.23% | 0.0 |
 GOOG Alphabet Inc | 112,000 | $15.78M | $42.04M | - | $26.26M | 166.34% | 0.0 |
 HLT Hilton Worldwide Holdings Inc. | 731,666 | $133.23M | $228.33M | - | $95.1M | 71.38% | 0.0 |
 IGM iShares Expanded Tech Sector ETF | 559,116 | $42.78M | $85.83M | - | $43.05M | 100.64% | -6.162% |
 INDA ISHARES MSCI INDIA ETF | 383,911 | $18.74M | $19.12M | - | $380,071.81 | 2.03% | -1.445% |
 INVH Invitation Homes Inc. | 340,734 | $11.62M | $10.38M | - | -$1.24M | -10.67% | 0.0 |
 NBIX Neurocrine Biosciences Inc. | 37,800 | $5.36M | $6.1M | - | $743,526 | 13.87% | -2.746% |
 ROBO ROBO Global Robotics & Automation Index ETF | 205,000 | $11.75M | $17.29M | - | $5.54M | 47.19% | 0.0 |
 SOXX iShares Semiconductor ETF | 34,371 | $6.6M | $18.28M | - | $11.68M | 176.89% | -1.935% |
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Option values are updated at end of day.
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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 Dana Zucker?
The largest contributions to the portfolio's profits come from the following stocks: iShares Semiconductor ETF - $1.33M, Ascendis Pharma A/S - $1.21M, Hilton Worldwide Holdings Inc - $1.1M, Invitation Homes Inc - $988,128.6, and ISHARES MSCI INDIA ETF - $722,586. 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 Biotechnology ETF - $1.34M, AstraZeneca PLC American Depositary Shares - $295,941.57, Hilton Grand Vacations Inc - $225,272.01, Analog Devices, Inc - $86,320, and Nike, Inc. - Class B - $84,888. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Zucker's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.18M earned over time. The largest contributors to dividend income include Hilton Worldwide Holdings Inc - $1.1M, Invitation Homes Inc - $988,128.6, iShares Expanded Tech Sector ETF - $300,243.62, ISHARES MSCI INDIA ETF - $223,299.55, and Alphabet Inc - $208,320. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Zucker's monthly returns?
Dana Zucker's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dana Zucker's strategy be considered aggressive or moderate?
Dana Zucker's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Dana Zucker's strategy?
Dana Zucker's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
