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:
32.24%
Gain +0.66%
Monthly
1.31%
Yearly
16.91%
Drawdown
17.33%
$396.61M
Equity
Holdings
$396.61M
Investment
$351.42M
$54.15M
Profit +$1.43M
Realized
$8.95M
Unrealized
$45.2M
Dividends
$8.22M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.66%
Profit
$1.43M
Win %
72%
This Week
Compared To Last Week
Gain
-0.35%
Profit
-$1.38M
Win %
72%
This Month
Compared to last month
Gain
0.77%
Profit
$3.03M
Win %
72%
This Year
Compared to last year
Gain
0.67%
Profit
$2.76M
Win %
77%
CDZI Cadiz Inc.
+14.6%
+$124,000.1 
NFLX Netflix, Inc.
+3.22%
+$9,352.4 
GDX VanEck Gold Miners ETF
+3.03%
+$5,935.38 
TNA Direxion Daily Small Cap Bull 3X Shares
+2.55%
+$10,141.52 
AXP American Express Company
+1.91%
+$56,168 
LMT Lockheed Martin Corporation
+1.44%
+$31,454.92 
MSI Motorola Solutions, Inc.
+1.41%
+$29,520.21 
GLD SPDR Gold Shares
+1.24%
+$5,247.17 
MSFT Microsoft Corp.
+1.23%
+$11,392.38 
IWS iShares Russell Mid-Cap Value ETF
+1.19%
+$7,771.12 
BAC Bank of America Corporation
+1.14%
+$8,083.53 
SCHA Schwab U.S. Small-Cap ETF
+1.06%
+$3,033.48 
DFAT Dimensional US Targeted Value ETF
+1.03%
+$73,501.81 
SCHM Schwab U.S. Mid-Cap ETF
+1.03%
+$4,997.65 
GE General Electric Company
+0.88%
+$3,075.86 
AVRE Avantis Real Estate ETF
+0.86%
+$5,070.06 
DFGR Dimensional Global Real Estate ETF
+0.83%
+$45,663.07 
AVUV Avantis U.S. Small Cap Value ETF
+0.81%
+$208,908.48 
GOOG Alphabet Inc
+0.78%
+$2,931.93 
IWD iShares Russell 1000 Value ETF
+0.76%
+$3,699.84 
PG Procter & Gamble Co
+0.73%
+$10,924.62 
IWO iShares Russell 2000 Growth ETF
+0.71%
+$3,235.55 
DFCF Dimensional Core Fixed Income ETF
+0.63%
+$306,966.71 
AVLV Avantis U.S. Large Cap Value ETF
+0.62%
+$12,348.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$1,735.11 
BND Vanguard Total Bond Market Index Fund
+0.61%
+$2,086.79 
DFLV Dimensional US Large Cap Value ETF
+0.6%
+$4,061.12 
CSX CSX Corporation
+0.58%
+$1,636.88 
DFAI Dimensional International Core Equity Market ETF
+0.55%
+$157,962.37 
AVDE Avantis International Equity ETF
+0.54%
+$1,213.95 
DFCA Dimensional California Municipal Bond ETF
+0.52%
+$2,776.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.51%
+$594,993.44 
DFIC Dimensional International Core Equity Market ETF
+0.49%
+$9,112.36 
DISV Dimensional International Small Cap Equity Fund
+0.48%
+$3,547.11 
SUSA iShares MSCI USA ESG Select ETF
+0.42%
+$1,105.64 
AAPL Apple Inc.
+0.39%
+$18,181.79 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.36%
+$46,914.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.35%
+$3,536.47 
DFAU Dimensional US Core Equity Market ETF
+0.33%
+$7,502.43 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.32%
+$716.57 
AVUS Avantis U.S. Equity ETF
+0.31%
+$33,596.8 
SCHF Schwab International Equity ETF
+0.3%
+$691.13 
DFAW Dimensional World Equity ETF
+0.29%
+$13,266.48 
SPY SPDR S&P 500 ETF Trust
+0.26%
+$1,686.84 
AMZN Amazon.com Inc
+0.26%
+$2,092.75 
VOO Vanguard S&P 500 ETF
+0.26%
+$1,324.81 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.23%
+$66,073.77 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$2,585.52 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.13%
+$387.56 2523
25239Y196
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
-3.63%
-$169,243.2 
INTC Intel Corporation
-3.55%
-$14,629.92 
AMD Advanced Micro Devices, Inc.
-3.08%
-$19,989.45 
GEV GE Vernova Inc.
-2.63%
-$8,226.97 
TSLA Tesla, Inc.
-1.51%
-$58,990.95 
XOM Exxon Mobil Corporation
-1.45%
-$3,312.64 
NVDA NVIDIA Corporation
-1.37%
-$19,585.92 
CVX Chevron Corporation
-1.13%
-$4,329.99 
DFAE Dimensional Emerging Core Equity Market ETF
-1.03%
-$139,958.77 
DFEV Dimensional Emerging Markets Value ETF
-0.76%
-$37,350.81 
IYW iShares U.S. Technology ETF
-0.54%
-$1,673.56 
QQQ Invesco QQQ Trust, Series 1
-0.37%
-$3,668.59 
SCHE Schwab Emerging Markets Equity ETF
-0.26%
-$596.98 
JPM JPMorgan Chase & Co.
-0.22%
-$855.68 
AVES Avantis Emerging Markets Value ETF
-0.22%
-$5,430.74 
AVDV Avantis International Small Cap Value ETF
-0.2%
-$25,106.84 
IWF iShares Russell 1000 Growth ETF
-0.19%
-$1,064.16 
IWP iShares Russell Mid-Cap Growth ETF
-0.09%
-$211.32 
AMP Ameriprise Financial, Inc.
-0.02%
-$145.44 Events
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Dividends
Dividend Analysis
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| Trades 476 | Longs Won 359/476 75% | Profit Factor 14.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $686,258.57 |
| Average Win $161,626.37 | Best Trade (Oct 15) $13.11M | Sharpe Ratio -11.36 |
| Average Loss -$33,152.65 | Worst Trade (Oct 14) -$468,906.58 | Z-Score 7.93 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 3d | Expectancy $113,750.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 2523 25239Y196 | 499,319 | $20.93M | $20.93M | - | - | - | 0.0 |
| AAPL Apple Inc. | 13,722 | $3.44M | $4.72M | - | $1.28M | 37.35% | +0.386% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,966 | $287,446.88 | $282,971.23 | - | -$4,475.65 | -1.56% | +0.617% |
| AMD Advanced Micro Devices, Inc. | 1,139 | $664,741.03 | $630,174.53 | - | -$34,566.5 | -5.2% | -3.075% |
| AMP Ameriprise Financial, Inc. | 1,616 | $859,763.6 | $801,099.68 | - | -$58,663.92 | -6.82% | -0.018% |
| AMZN Amazon.com Inc | 3,147 | $691,920.47 | $801,682.51 | - | $109,762.04 | 15.86% | +0.262% |
| AVDE Avantis International Equity ETF | 2,503 | $206,250.23 | $224,656.76 | - | $18,406.53 | 8.92% | +0.543% |
| AVDV Avantis International Small Cap Value ETF | 116,776 | $9.27M | $12.5M | - | $3.24M | 34.93% | -0.2% |
| AVES Avantis Emerging Markets Value ETF | 38,791 | $1.81M | $2.49M | - | $682,932.97 | 37.79% | -0.218% |
| AVLV Avantis U.S. Large Cap Value ETF | 21,475 | $1.43M | $2M | - | $567,672.64 | 39.58% | +0.621% |
| AVRE Avantis Real Estate ETF | 13,169 | $552,040.86 | $591,222.25 | - | $39,181.39 | 7.1% | +0.865% |
| AVUS Avantis U.S. Equity ETF | 83,992 | $8.23M | $10.89M | - | $2.66M | 32.26% | +0.309% |
| AVUV Avantis U.S. Small Cap Value ETF | 217,613 | $21.96M | $26.15M | - | $4.19M | 19.07% | +0.805% |
| AXP American Express Company | 9,585 | $2.85M | $3M | - | $151,158.97 | 5.31% | +1.909% |
| BAC Bank of America Corporation | 13,818 | $609,766.7 | $718,190.55 | - | $108,423.85 | 17.78% | +1.138% |
| BND Vanguard Total Bond Market Index Fund | 4,853 | $352,008.68 | $343,737.99 | - | -$8,270.69 | -2.35% | +0.611% |
| BRK-B Berkshire Hathaway Inc. | 2,268 | $1.03M | $1.2M | - | $165,686.2 | 16.08% | +0.217% |
| CDZI Cadiz Inc. | 263,830 | $1.35M | $973,532.7 | - | -$377,447.04 | -27.94% | +14.596% |
| CSX CSX Corporation | 5,846 | $207,605.93 | $283,881.76 | - | $76,275.83 | 36.74% | +0.58% |
| CVX Chevron Corporation | 1,732 | $253,340.57 | $380,243.28 | - | $126,902.71 | 50.09% | -1.126% |
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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 Daniel Andersen?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US High Profitability ETF - $2.28M, Apple Inc - $2.1M, Dimensional Core Fixed Income ETF - $1.61M, Dimensional U.S. Core Equity 2 ETF - $1.27M, and Dimensional International Core Equity Market ETF - $1.02M. 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 - $51,840.61, Vanguard Growth ETF - $50,437.74, Tesla, Inc - $47,710.33, Alphabet Inc - $32,546.88, and Vanguard S&P Small-Cap 600 ETF - $17,257.08. 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 $8.22M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $1.61M, Dimensional U.S. Core Equity 2 ETF - $1.27M, Dimensional Short-Duration Fixed Income ETF - $694,553.74, Dimensional International Core Equity Market ETF - $657,247.04, and Dimensional Global Sustainability Fixed Income ETF - $612,702.3. 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.
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