DWC
David W. Chenet Portfolio
Invests via Presidio Capital Management LLC | Managed by Dustin S. TenBroeck, David W. (Dave) Chenet, Joseph M. Stella, Matthew Vallebo, Rielle K. Sanidad, Ryan M. Sandler
Invests via Presidio Capital Management LLC
Managed by Dustin S. TenBroeck, David W. (Dave) Chenet, Joseph M. Stella, Matthew Vallebo, Rielle K. Sanidad, Ryan M. Sandler
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David W. Chenet Profile
A seasoned entrepreneur and business strategist, David W. Chenet has built a notable career around innovating within the technology sector. He is recognized for spearheading ventures that bridge gaps in emerging markets by providing scalable digital solutions. With an extensive background in software development and operational management, he actively navigates the intersection of technology and consumer needs, enabling rapid growth trajectories for startups. His expertise encompasses guiding companies through critical scaling phases while fostering strategic partnerships to enhance market penetration. Through his leadership, Chenet exemplifies what it means to be at the forefront of industry advancement.
A seasoned entrepreneur and business strategist, David W. Chenet has built a notable career around innovating within the technology sector. He is recognized for spearheading ventures that bridge gaps in emerging markets by providing scalable digital solutions. With an extensive background in software development and operational management, he actively navigates the intersection of technology and consumer needs, enabling rapid growth trajectories for startups. His expertise encompasses guiding companies through critical scaling phases while fostering strategic partnerships to enhance market penetration. Through his leadership, Chenet exemplifies what it means to be at the forefront of industry advancement.
Investment Philosophy & Strategy
At the core of David W. Chenet's investment approach lies a keen focus on innovation within technology-driven markets. By leveraging his extensive operational insights and entrepreneurial spirit, he pursues opportunities that harness disruptive potential and deliver value in underserved sectors. This strategic lens informs decision-making as he evaluates startups poised for scalable growth, prioritizing those with unique solutions to evolving consumer demands. Emphasizing agility, Chenet’s investments seek not only high returns but also transformative impact, positioning businesses to thrive amidst rapid technological shifts.
At the core of David W. Chenet's investment approach lies a keen focus on innovation within technology-driven markets. By leveraging his extensive operational insights and entrepreneurial spirit, he pursues opportunities that harness disruptive potential and deliver value in underserved sectors. This strategic lens informs decision-making as he evaluates startups poised for scalable growth, prioritizing those with unique solutions to evolving consumer demands. Emphasizing agility, Chenet’s investments seek not only high returns but also transformative impact, positioning businesses to thrive amidst rapid technological shifts.
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:
28.92%
Gain +1.15%
Monthly
0.31%
Yearly
3.76%
Drawdown
14.93%
$386.56M
Equity
Holdings
$386.56M
Investment
$303.36M
$83.54M
Profit +$4.86M
Realized
$342,806.6
Unrealized
$83.2M
Dividends
$14.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.15%
Profit
$4.86M
Win %
74%
This Week
Compared To Last Week
Gain
1.27%
Profit
$4.86M
Win %
74%
This Month
Compared to last month
Gain
0.55%
Profit
$2.11M
Win %
74%
This Year
Compared to last year
Gain
8.82%
Profit
$32.02M
Win %
74%
BA Boeing Company
+4.9%
+$15,476.34 
IBIT iShares Bitcoin Trust
+4.77%
+$10,187.55 
META Meta Platforms Inc Class A
+4.46%
+$14,895.82 
QCOM QUALCOMM Incorporated
+4.26%
+$29,890.8 
CEG Constellation Energy Corporation
+4.13%
+$11,486.56 
CORZW Core Scientific, Inc. Tranche 1 Warrants
+3.75%
+$9,255.48 
VRT Vertiv Holdings Co
+3.67%
+$57,464.19 
IYW iShares U.S. Technology ETF
+3.58%
+$40,164.6 
SLV iShares Silver Trust
+3.43%
+$7,297.5 
NVDA NVIDIA Corporation
+3.21%
+$98,467.78 
DFAE Dimensional Emerging Core Equity Market ETF
+3.11%
+$13,755.8 
QQQM Invesco NASDAQ 100 ETF
+3.08%
+$50,937.16 
QQQ Invesco QQQ Trust, Series 1
+3.08%
+$2.48M 
AMZN Amazon.com Inc
+2.96%
+$56,760.21 
GOOGL Alphabet Inc
+2.76%
+$27,528.03 
IAU iShares Gold Trust
+2.6%
+$12,907.96 
GOOG Alphabet Inc
+2.58%
+$39,099.75 
PH Parker-Hannifin Corporation
+2.37%
+$19,660.42 
MSFT Microsoft Corp.
+2.29%
+$24,996.27 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$14,900.16 
IWF iShares Russell 1000 Growth ETF
+2.15%
+$26,231.44 
NOW ServiceNow, Inc.
+2.1%
+$5,038.6 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.98%
+$370,032.4 
BX Blackstone Inc.
+1.98%
+$7,781.82 
FSCO FS Credit Opportunities Corp.
+1.98%
+$2,289.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.91%
+$936,597.15 
INBX Inhibrx Biosciences, Inc.
+1.89%
+$5,897.41 
AAPL Apple Inc.
+1.73%
+$61,467.28 
VOO Vanguard S&P 500 ETF
+1.72%
+$9,501.29 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$4,386 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$7,299.05 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$4,800.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$5,159.17 
XBI SPDR S&P Biotech ETF
+1.58%
+$3,705.76 
NAUT Nautilus Biotechnology, Inc.
+1.56%
+$1,213.24 
DDD 3D Systems Corporation
+1.5%
+$2,245.5 
IVV iShares Core S&P 500 ETF
+1.46%
+$137,603.2 
NFLX Netflix, Inc.
+1.46%
+$2,494.44 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.31%
+$194,794.08 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.04%
+$199,181.05 
EVGO EVgo, Inc.
+1%
+$200 
BRK-B Berkshire Hathaway Inc.
+0.91%
+$207,721.55 
UNH UnitedHealth Group Incorporated
+0.79%
+$5,845.43 
TSLA Tesla, Inc.
+0.67%
+$10,461.16 
IWM iShares Russell 2000 ETF
+0.58%
+$6,817.73 
HD The Home Depot, Inc.
+0.5%
+$1,041.28 
MCD McDonald's Corporation
+0.41%
+$1,301.9 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.37%
+$16,647.99 
FXF Invesco CurrencyShares Swiss Franc Trust
+0.28%
+$762.5 
LPLA LPL Financial Holdings Inc.
+0.24%
+$3,131.1 
GD General Dynamics Corporation
+0.21%
+$3,326.25 
XISE FT Vest US Equity Buffer & Protection Fund
+0.16%
+$1,056.18 
JMUB JPMorgan Municipal Bond ETF
+0.15%
+$3,608.93 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.13%
+$544.06 
FTSL First Trust Senior Loan ETF
+0.11%
+$1,936.31 
MBB iShares MBS ETF
+0.11%
+$971.04 
FBND Fidelity Total Bond ETF
+0.1%
+$27,741.37 
IVE ISHARES S&P 500 VALUE ETF
+0.1%
+$209.66 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.08%
+$573.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$869.61 
SO The Southern Company
+0.06%
+$124.44 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$268.64 
SHV iShares Short Treasury Bond ETF
+0.01%
+$719.21 
NOTV Inotiv Inc.
0%
$0 
TPL Texas Pacific Land Corporation
-3.58%
-$6,102 
STIM Neuronetics Inc.
-3.01%
-$445.08 
ABBV AbbVie Inc.
-2.73%
-$6,406.6 
TDW Tidewater Inc.
-2.65%
-$14,218.8 
JNJ Johnson & Johnson
-2.52%
-$8,799.12 
MLPX Global X MLP & Energy Infrastructure ETF
-1.47%
-$245,161.71 
IEFA iShares Core MSCI EAFE ETF
-0.97%
-$2,361.72 
TMUS T-Mobile US, Inc.
-0.49%
-$916.06 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$77,571.48 
WMT Walmart Inc.
-0.23%
-$581.97 
COST Costco Wholesale Corporation
-0.21%
-$1,511.09 
COWZ Pacer US Cash Cows 100 ETF
-0.16%
-$41,260.79 
HGER Harbor Commodity All-Weather Fund
-0.13%
-$772.52 
JPM JPMorgan Chase & Co.
-0.1%
-$868.56 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.04%
-$147.64 Events
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Dividends
Dividend Analysis
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| Trades 813 | Longs Won 519/813 63% | Profit Factor 5.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $822,191.4 |
| Average Win $193,700.96 | Best Trade (Jun 15) $12.15M | Sharpe Ratio -8.82 |
| Average Loss -$57,787.28 | Worst Trade (Dec 31) -$8.41M | Z-Score 2.37 (98.21%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 6d | Expectancy $102,756.88 |
| 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 | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
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Returns
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