Daniel Andersen Portfolio
Invests via Parkshore Wealth Management, Inc. | Managed by Daniel Andersen, John-Thomas Lloyd, Trevor Stone
Invests via Parkshore Wealth Management, Inc.
Managed by Daniel Andersen, John-Thomas Lloyd, Trevor Stone
Automatically Tracked
Daniel Andersen Profile
Seasoned operator and investor focused on scaling technology businesses and driving strategic exits. Daniel Andersen has led cross-border growth initiatives, served on startup boards, and managed venture and growth-equity portfolios. Background blends operating roles, M&A and capital markets experience and a track record of seed-to-growth investments across SaaS, fintech and climate tech, with hands-on portfolio support and strategic capital allocation.
Seasoned operator and investor focused on scaling technology businesses and driving strategic exits. Daniel Andersen has led cross-border growth initiatives, served on startup boards, and managed venture and growth-equity portfolios. Background blends operating roles, M&A and capital markets experience and a track record of seed-to-growth investments across SaaS, fintech and climate tech, with hands-on portfolio support and strategic capital allocation.
Investment Philosophy & Strategy
Adopts an operator-investor approach focused on scaling software and climate-enabled businesses to strategic exits, combining hands-on operating experience with M&A and capital markets discipline. Prefers seed-to-growth deployments in SaaS, fintech and climate tech, allocating concentrated capital with selective follow-on to support cross-border expansion. Emphasizes practical value creation through board-level involvement, KPI-driven milestones, alignment with founders, and a medium-to-long horizon that balances growth upside with downside protection and exit readiness.
Adopts an operator-investor approach focused on scaling software and climate-enabled businesses to strategic exits, combining hands-on operating experience with M&A and capital markets discipline. Prefers seed-to-growth deployments in SaaS, fintech and climate tech, allocating concentrated capital with selective follow-on to support cross-border expansion. Emphasizes practical value creation through board-level involvement, KPI-driven milestones, alignment with founders, and a medium-to-long horizon that balances growth upside with downside protection and exit readiness.
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:
37.12%
Gain +2.84%
Monthly
1.6%
Yearly
21.02%
Drawdown
17.33%
$356.1M
Equity
Holdings
$356.1M
Investment
$297.05M
$62.45M
Profit +$6.34M
Realized
$3.41M
Unrealized
$59.04M
Dividends
$6.97M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.84%
Profit
$6.34M
Win %
76%
This Week
Compared To Last Week
Gain
1.81%
Profit
$6.34M
Win %
76%
This Month
Compared to last month
Gain
2.59%
Profit
$8.99M
Win %
76%
This Year
Compared to last year
Gain
2.17%
Profit
$7.64M
Win %
79%
CDZI Cadiz Inc.
+5.81%
+$50,127.7 
TNA Direxion Daily Small Cap Bull 3X Shares
+3.2%
+$15,873.95 
TSLA Tesla, Inc.
+2.83%
+$96,245.49 
IWP iShares Russell Mid-Cap Growth ETF
+2.4%
+$6,159.38 
NVDA NVIDIA Corporation
+2.28%
+$33,437.92 
GLD SPDR Gold Shares
+2.27%
+$7,133.88 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.95%
+$4,662.86 
INTC Intel Corporation
+1.84%
+$10,535.84 
IBM International Business Machines Corporation
+1.59%
+$3,426.12 
IWO iShares Russell 2000 Growth ETF
+1.5%
+$7,976.4 
SCHM Schwab U.S. Mid-Cap ETF
+1.38%
+$7,376.95 
IYW iShares U.S. Technology ETF
+1.37%
+$4,129.72 
AVDV Avantis International Small Cap Value ETF
+1.31%
+$148,225.78 
DISV Dimensional International Small Cap Equity Fund
+1.18%
+$9,021.9 
QQQ Invesco QQQ Trust, Series 1
+1.17%
+$11,585.52 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$3,824.78 
AVDE Avantis International Equity ETF
+1.1%
+$2,547.96 
DFAI Dimensional International Core Equity Market ETF
+1.1%
+$262,724.83 
DFIC Dimensional International Core Equity Market ETF
+1.06%
+$20,336.41 
SCHF Schwab International Equity ETF
+1.04%
+$2,521.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.03%
+$3,284.99 
SCHE Schwab Emerging Markets Equity ETF
+0.98%
+$2,431.44 
DFAE Dimensional Emerging Core Equity Market ETF
+0.91%
+$88,184.95 
IWF iShares Russell 1000 Growth ETF
+0.91%
+$5,203.52 
LMT Lockheed Martin Corporation
+0.87%
+$21,684.39 
AVES Avantis Emerging Markets Value ETF
+0.82%
+$25,740.99 
IWS iShares Russell Mid-Cap Value ETF
+0.82%
+$5,607 
AMZN Amazon.com Inc
+0.8%
+$40,582.69 
DFEV Dimensional Emerging Markets Value ETF
+0.73%
+$18,238.8 
DFAW Dimensional World Equity ETF
+0.72%
+$30,901.99 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.71%
+$6,303.44 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.68%
+$1,461.01 
SUSA iShares MSCI USA ESG Select ETF
+0.67%
+$1,772.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$711,940.8 
DFAU Dimensional US Core Equity Market ETF
+0.64%
+$15,031.4 
VOO Vanguard S&P 500 ETF
+0.59%
+$3,019.77 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$3,798.48 
NFLX Netflix, Inc.
+0.58%
+$1,771.6 
IWD iShares Russell 1000 Value ETF
+0.57%
+$2,915.01 
DFGR Dimensional Global Real Estate ETF
+0.49%
+$28,278.33 
SBUX Starbucks Corporation
+0.41%
+$868.17 
AVUS Avantis U.S. Equity ETF
+0.41%
+$45,440.28 
AVUV Avantis U.S. Small Cap Value ETF
+0.37%
+$94,278 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.37%
+$800.65 
DFLV Dimensional US Large Cap Value ETF
+0.36%
+$2,735.85 
DFAT Dimensional US Targeted Value ETF
+0.36%
+$27,822.6 
AVRE Avantis Real Estate ETF
+0.34%
+$2,259.09 
JPM JPMorgan Chase & Co.
+0.33%
+$1,371.25 
AAPL Apple Inc.
+0.29%
+$35,333.52 
DUHP Dimensional US High Profitability ETF
+0.27%
+$42,803.35 
BAC Bank of America Corporation
+0.25%
+$2,210.88 
DFCA Dimensional California Municipal Bond ETF
+0.25%
+$1,378.25 
BND Vanguard Total Bond Market Index Fund
+0.21%
+$726.9 
AVLV Avantis U.S. Large Cap Value ETF
+0.18%
+$3,924.28 
AGG iShares Core U.S. Aggregate Bond ETF
+0.18%
+$516.25 
DFCF Dimensional Core Fixed Income ETF
+0.17%
+$62,864.76 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.15%
+$22,479.31 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.11%
+$13,677.21 
MSFT Microsoft Corp.
+0.01%
+$52.05 
AMP Ameriprise Financial, Inc.
-1.42%
-$12,831.06 
CVX Chevron Corporation
-1.42%
-$4,641.76 
MSI Motorola Solutions, Inc.
-1.4%
-$30,769.54 
XOM Exxon Mobil Corporation
-1.22%
-$3,990.85 
GE General Electric Company
-1.2%
-$5,107.5 
AMD Advanced Micro Devices, Inc.
-1.19%
-$6,026.19 
GEV GE Vernova Inc.
-1.02%
-$3,379.76 
GOOG Alphabet Inc
-0.91%
-$3,527.15 
CSX CSX Corporation
-0.87%
-$2,572.24 
PG Procter & Gamble Co
-0.82%
-$12,019.87 
BRK-B Berkshire Hathaway Inc.
-0.54%
-$6,373.08 
AXP American Express Company
-0.47%
-$15,336.1 
MPC Marathon Petroleum Corporation
-0.36%
-$3,273.45 Events
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Dividends
Dividend Analysis
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| Trades 426 | Longs Won 334/426 78% | Profit Factor 27.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $780,680.5 |
| Average Win $194,100.32 | Best Trade (Aug 17) $14.49M | Sharpe Ratio -12.22 |
| Average Loss -$25,822.55 | Worst Trade (Aug 13) -$647,201.72 | Z-Score 13.8 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 6d | Expectancy $146,605.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,406 | $9.62M | $12.03M | - | $2.41M | 25.08% | +0.294% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,950 | $285,934.2 | $287,934.75 | - | $2,000.55 | 0.7% | +0.18% |
| AMD Advanced Micro Devices, Inc. | 1,039 | $603,565 | $502,335.73 | - | -$101,229.27 | -16.77% | -1.185% |
| AMP Ameriprise Financial, Inc. | 1,616 | $859,763.6 | $891,838.08 | - | $32,074.48 | 3.73% | -1.418% |
| AMZN Amazon.com Inc | 18,616 | $4.09M | $5.11M | - | $1.02M | 25.05% | +0.801% |
| AVDE Avantis International Equity ETF | 2,498 | $205,799.63 | $234,662.12 | - | $28,862.49 | 14.02% | +1.098% |
| AVDV Avantis International Small Cap Value ETF | 104,377 | $7.91M | $11.44M | - | $3.53M | 44.63% | +1.313% |
| AVES Avantis Emerging Markets Value ETF | 48,114 | $2.24M | $3.15M | - | $910,557.19 | 40.69% | +0.824% |
| AVLV Avantis U.S. Large Cap Value ETF | 23,084 | $1.54M | $2.17M | - | $623,725.77 | 40.46% | +0.182% |
| AVRE Avantis Real Estate ETF | 13,609 | $570,485.54 | $661,125.22 | - | $90,639.68 | 15.89% | +0.343% |
| AVUS Avantis U.S. Equity ETF | 85,738 | $8.4M | $11.24M | - | $2.84M | 33.82% | +0.406% |
| AVUV Avantis U.S. Small Cap Value ETF | 199,235 | $19.79M | $25.28M | - | $5.49M | 27.72% | +0.374% |
| AXP American Express Company | 9,585 | $2.85M | $3.27M | - | $421,360.12 | 14.8% | -0.467% |
| BAC Bank of America Corporation | 13,818 | $609,766.7 | $872,744.88 | - | $262,978.18 | 43.13% | +0.254% |
| BND Vanguard Total Bond Market Index Fund | 4,846 | $351,517.59 | $350,850.4 | - | -$667.19 | -0.19% | +0.208% |
| BRK-B Berkshire Hathaway Inc. | 2,268 | $1.03M | $1.18M | - | $152,781.28 | 14.82% | -0.536% |
| CDZI Cadiz Inc. | 263,830 | $1.35M | $912,851.8 | - | -$438,127.94 | -32.43% | +5.81% |
| CSX CSX Corporation | 5,846 | $207,605.93 | $293,819.96 | - | $86,214.03 | 41.53% | -0.868% |
| CVX Chevron Corporation | 1,732 | $253,340.57 | $323,104.6 | - | $69,764.03 | 27.54% | -1.416% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 2.37M | $85.6M | $108.97M | - | $23.37M | 27.31% | +0.658% |
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FAQ
Which stocks have generated the highest profits for Daniel Andersen?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $1.34M, Dimensional U.S. Core Equity 2 ETF - $1.04M, Direxion Daily Small Cap Bull 3X Shares - $945,398.97, Dimensional International Core Equity Market ETF - $917,540.17, and Dimensional Global Real Estate ETF - $639,599.53. 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: VANGUARD TOTAL STOCK MKT ETF - $54,063.1, Vanguard Growth ETF - $50,437.74, Tesla, Inc - $47,710.33, Alphabet Inc - $32,787.12, and iShares MSCI USA ESG Select ETF - $8,598.27. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Andersen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.97M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.34M, Dimensional U.S. Core Equity 2 ETF - $1.04M, Dimensional Global Sustainability Fixed Income ETF - $595,239.57, Dimensional Short-Duration Fixed Income ETF - $592,523.37, and Dimensional International Core Equity Market ETF - $554,376.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Andersen's monthly returns?
Daniel Andersen'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 Daniel Andersen's strategy be considered aggressive or moderate?
Daniel Andersen'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 Daniel Andersen's strategy?
Daniel Andersen'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.
