Dana Moreau Portfolio
Invests via COMMON FUND FOR NONPROFIT ORGANIZATIONS | Managed by Dana Moreau, Commonfund OCIO, Inc.
Invests via COMMON FUND FOR NONPROFIT ORGANIZATIONS
Managed by Dana Moreau, Commonfund OCIO, Inc.
Automatically Tracked
Dana Moreau Profile
A seasoned investor and operator, Dana Moreau is known for leading growth equity investments and operational transformations in fintech and enterprise software. Focused on scaling products, go-to-market strategy, and board governance, she combines prior operating roles with buy-side diligence experience to source and steward growth-stage opportunities.
A seasoned investor and operator, Dana Moreau is known for leading growth equity investments and operational transformations in fintech and enterprise software. Focused on scaling products, go-to-market strategy, and board governance, she combines prior operating roles with buy-side diligence experience to source and steward growth-stage opportunities.
Investment Philosophy & Strategy
Combines growth-equity rigor with an operator’s playbook to back fintech and enterprise software companies scaling from product-market fit to category leadership. Prioritizes businesses with defensible unit economics, clear go‑to‑market leverage, and measurable retention metrics. Deploys patient mid‑to‑late‑stage capital, takes active board roles to drive GTM, product and governance improvements, and uses KPI-driven milestones to stage capital, limit downside, and accelerate value creation over a 3–7 year horizon.
Combines growth-equity rigor with an operator’s playbook to back fintech and enterprise software companies scaling from product-market fit to category leadership. Prioritizes businesses with defensible unit economics, clear go‑to‑market leverage, and measurable retention metrics. Deploys patient mid‑to‑late‑stage capital, takes active board roles to drive GTM, product and governance improvements, and uses KPI-driven milestones to stage capital, limit downside, and accelerate value creation over a 3–7 year horizon.
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:
66.07%
Gain +0.11%
Monthly
0.9%
Yearly
11.37%
Drawdown
17.94%
$1.12B
Equity
Holdings
$1.12B
Investment
$847.34M
$583.08M
Profit +$1.04M
Realized
$310.84M
Unrealized
$272.23M
Dividends
$72.09M
Goals
Avg. 79% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$1.04M
Win %
69%
This Week
Compared To Last Week
Gain
-0.78%
Profit
-$8.77M
Win %
69%
This Month
Compared to last month
Gain
1.01%
Profit
$11.22M
Win %
69%
This Year
Compared to last year
Gain
2.89%
Profit
$31.46M
Win %
74%
VIA Via Transportation, Inc.
+5.65%
+$116,681.94 
MDLN Medline Inc.
+1.83%
+$5,633.4 
VNQ Vanguard Real Estate ETF
+1.13%
+$42,310.62 
IJR iShares Core S&P Small-Cap ETF
+1%
+$105,820.08 
RSP Invesco S&P 500 Equal Weight ETF
+0.94%
+$284,604.3 
IEF iShares 7-10 Year Treasury Bond ETF
+0.84%
+$69,181.4 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.82%
+$23,299.04 
AGG iShares Core U.S. Aggregate Bond ETF
+0.75%
+$355,739.82 
VTV Vanguard Value ETF
+0.74%
+$83,164.23 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.67%
+$3,209.21 
EFA iShares MSCI EAFE ETF
+0.57%
+$23,533.38 
IJH iShares Core S&P Mid-Cap ETF
+0.48%
+$54,367.95 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.47%
+$1,182.72 
GVI iShares Intermediate Government Bond ETF
+0.35%
+$896.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.26%
+$12,248 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$2,228.56 
CATH Global X S&P 500 Catholic Values ETF
+0.09%
+$9,426.52 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.07%
+$136,327.84 
SPY SPDR S&P 500 ETF Trust
0%
+$16,702.62 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$263,724.91 
ISRA VanEck Israel ETF
-1.07%
-$12,923.71 
QQQ Invesco QQQ Trust, Series 1
-0.7%
-$13,260.48 
VWO Vanguard FTSE Emerging Markets ETF
-0.4%
-$1,277.69 
SUSA iShares MSCI USA ESG Select ETF
-0.19%
-$1,346.4 
VEU Vanguard FTSE All-World ex-US ETF
-0.02%
-$576.1 
IVV iShares Core S&P 500 ETF
-0.02%
-$4,704.31 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.02%
-$802.34 
ACWI iShares MSCI ACWI ETF
-0.01%
-$10,380.12 
VOO Vanguard S&P 500 ETF
0%
-$953.85 Events
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Dividends
Dividend Analysis
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| Trades 310 | Longs Won 227/310 73% | Profit Factor 45.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.9M |
| Average Win $2.63M | Best Trade (Oct 14) $103.6M | Sharpe Ratio -111.99 |
| Average Loss -$156,222.6 | Worst Trade (Sep 30) -$1.78M | Z-Score 2.75 (99.41%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $1.88M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWI iShares MSCI ACWI ETF | 1.04M | $140.63M | $164.77M | - | $24.14M | 17.17% | -0.006% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 53,489 | $3.38M | $3.98M | - | $592,952.16 | 17.53% | -0.02% |
| AGG iShares Core U.S. Aggregate Bond ETF | 501,042 | $49.98M | $47.86M | - | -$2.11M | -4.23% | +0.749% |
| CATH Global X S&P 500 Catholic Values ETF | 121,008 | $6.71M | $11.08M | - | $4.38M | 65.29% | +0.085% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 10,522 | $501,445.29 | $480,908.01 | - | -$20,537.28 | -4.1% | +0.672% |
| EEM iShares MSCI Emerging Markets ETF | 361,267 | $20.33M | $23M | - | $2.67M | 13.12% | -1.134% |
| EFA iShares MSCI EAFE ETF | 40,228 | $3.86M | $4.16M | - | $293,862.06 | 7.61% | +0.569% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 2,464 | $234,338.87 | $252,436.8 | - | $18,097.93 | 7.72% | +0.471% |
| GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund | 3.41M | $149.73M | $184.62M | - | $34.9M | 23.31% | +0.074% |
| GVI iShares Intermediate Government Bond ETF | 2,457 | $263,025.54 | $254,582.05 | - | -$8,443.49 | -3.21% | +0.354% |
| IEF iShares 7-10 Year Treasury Bond ETF | 91,631 | $8.78M | $8.29M | - | -$486,071.1 | -5.54% | +0.842% |
| IJH iShares Core S&P Mid-Cap ETF | 155,337 | $9.69M | $11.28M | - | $1.59M | 16.44% | +0.484% |
| IJR iShares Core S&P Small-Cap ETF | 78,096 | $9.13M | $10.68M | - | $1.55M | 16.93% | +1.001% |
| ISRA VanEck Israel ETF | 18,518 | $829,297.88 | $1.19M | - | $360,483.62 | 43.47% | -1.075% |
| IVV iShares Core S&P 500 ETF | 27,668 | $15.87M | $21.39M | - | $5.52M | 34.79% | -0.022% |
| MDLN Medline Inc. | 8,551 | $337,251 | $312,870.83 | - | -$24,380.17 | -7.23% | +1.834% |
| QQQ Invesco QQQ Trust, Series 1 | 2,595 | $1.27M | $1.88M | - | $608,547.7 | 47.92% | -0.701% |
| RSP Invesco S&P 500 Equal Weight ETF | 141,947 | $26.28M | $30.39M | - | $4.11M | 15.63% | +0.945% |
| SPY SPDR S&P 500 ETF Trust | 556,383 | $269.35M | $428.21M | - | $158.86M | 58.98% | +0.004% |
| SUSA iShares MSCI USA ESG Select ETF | 4,488 | $507,687.45 | $701,564.16 | - | $193,876.71 | 38.19% | -0.192% |
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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 Moreau?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $234.28M, Invesco S&P 500 Equal Weight ETF - $57.3M, Samsara Inc. Class A Common Stock - $18.15M, Vanguard S&P 500 ETF - $13.48M, and FlexShares Morningstar Global Upstream Natural Resources Index Fund - $9.1M. 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: Kaltura, Inc - $1.95M, Uipath Inc - $618,980.51, and Bill Holdings Inc - $170,717.66. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Moreau's portfolio generate?
The portfolio generates substantial dividend income, with a total of $72.09M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $44.25M, Invesco S&P 500 Equal Weight ETF - $5.11M, FlexShares Morningstar Global Upstream Natural Resources Index Fund - $4.85M, Vanguard S&P 500 ETF - $3.94M, and iShares Core U.S. Aggregate Bond ETF - $2.76M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Moreau's monthly returns?
Dana Moreau'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 Moreau's strategy be considered aggressive or moderate?
Dana Moreau'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 Moreau's strategy?
Dana Moreau'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.
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