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:
1.01%
Gain
Monthly
0.05%
Yearly
0.65%
Drawdown
23.98%
$330.69M
Equity
Holdings
$330.69M
Investment
$276.27M
$56.12M
Profit -$290,864.14
Realized
$1.7M
Unrealized
$54.42M
Dividends
$6.54M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$290,864.14
Win %
78%
This Week
Compared To Last Week
Gain
0.11%
Profit
$368,441.45
Win %
78%
This Month
Compared to last month
Gain
0.42%
Profit
$1.39M
Win %
78%
This Year
Compared to last year
Gain
10.55%
Profit
$31.55M
Win %
80%
IBM International Business Machines Corporation
+3.82%
+$7,400.2 
MPC Marathon Petroleum Corporation
+2.58%
+$23,391.6 
CSX CSX Corporation
+2.56%
+$7,404.05 
MSFT Microsoft Corp.
+2.52%
+$17,141.34 
PG Procter & Gamble Co
+1.76%
+$26,696.8 
AAPL Apple Inc.
+1.74%
+$218,150.51 
DFGR Dimensional Global Real Estate ETF
+1.52%
+$93,886.1 
AVRE Avantis Real Estate ETF
+1.42%
+$10,787.52 
MSI Motorola Solutions, Inc.
+1.41%
+$26,415.15 
DFAT Dimensional US Targeted Value ETF
+1.37%
+$107,319.36 
CVX Chevron Corporation
+1.37%
+$6,785.28 
AVUV Avantis U.S. Small Cap Value ETF
+1.08%
+$261,286.32 
XOM Exxon Mobil Corporation
+1.02%
+$3,087 
NFLX Netflix, Inc.
+0.87%
+$2,318.25 
IWS iShares Russell Mid-Cap Value ETF
+0.83%
+$7,217.54 
IWD iShares Russell 1000 Value ETF
+0.78%
+$4,817.28 
AXP American Express Company
+0.36%
+$12,549.8 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$3,265.92 
AMP Ameriprise Financial, Inc.
+0.25%
+$2,157.36 
DUHP Dimensional US High Profitability ETF
+0.2%
+$28,253.58 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$1,044.39 
LMT Lockheed Martin Corporation
+0.11%
+$2,546.2 
AVLV Avantis U.S. Large Cap Value ETF
+0.1%
+$2,245.23 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.03%
+$3,246.45 
INTC Intel Corporation
-6.39%
-$66,892.28 
GE General Electric Company
-5.66%
-$23,110.92 
CDZI Cadiz Inc.
-5.64%
-$54,085.15 
GOOG Alphabet Inc
-3.82%
-$15,451.8 
GEV GE Vernova Inc.
-3.37%
-$11,790.95 
NVDA NVIDIA Corporation
-2.56%
-$36,040.85 
IYW iShares U.S. Technology ETF
-2.26%
-$6,754.44 
DFAE Dimensional Emerging Core Equity Market ETF
-2.01%
-$190,522.9 
IWF iShares Russell 1000 Growth ETF
-1.99%
-$16,527.06 
GLD SPDR Gold Shares
-1.96%
-$5,899.16 
DFEV Dimensional Emerging Markets Value ETF
-1.76%
-$35,933.18 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$17,026.61 
IWO iShares Russell 2000 Growth ETF
-1.57%
-$10,107.57 
IWP iShares Russell Mid-Cap Growth ETF
-1.51%
-$6,304.81 
SCHE Schwab Emerging Markets Equity ETF
-1.33%
-$3,942.57 
SCHF Schwab International Equity ETF
-1.25%
-$4,163.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$3,709.45 
AVDV Avantis International Small Cap Value ETF
-1.11%
-$113,593.32 
SCHA Schwab U.S. Small-Cap ETF
-1.06%
-$3,599.26 
TSLA Tesla, Inc.
-1.01%
-$34,199.2 
AVDE Avantis International Equity ETF
-1%
-$2,254.98 
JPM JPMorgan Chase & Co.
-0.99%
-$4,043.4 
TNA Direxion Daily Small Cap Bull 3X Shares
-0.78%
-$13,548.1 
SCHM Schwab U.S. Mid-Cap ETF
-0.75%
-$4,573.9 
DFIC Dimensional International Core Equity Market ETF
-0.7%
-$13,031.37 
DFAI Dimensional International Core Equity Market ETF
-0.68%
-$143,037.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.62%
-$1,463.58 
AMZN Amazon.com Inc
-0.62%
-$29,227.12 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$3,781.05 
VOO Vanguard S&P 500 ETF
-0.6%
-$2,969.04 
AVES Avantis Emerging Markets Value ETF
-0.57%
-$18,952.14 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$4,932.88 
SUSA iShares MSCI USA ESG Select ETF
-0.51%
-$1,325.08 
DFAW Dimensional World Equity ETF
-0.47%
-$15,767.61 
DFAU Dimensional US Core Equity Market ETF
-0.41%
-$9,578.9 
AVUS Avantis U.S. Equity ETF
-0.38%
-$41,370.99 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.26%
-$563.97 
DISV Dimensional International Small Cap Equity Fund
-0.19%
-$1,418.08 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.19%
-$191,696.67 
BAC Bank of America Corporation
-0.15%
-$1,237.86 
DFCA Dimensional California Municipal Bond ETF
-0.11%
-$1,183.33 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$142.35 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$10,986.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$45.65 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$1,425.18 Events
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Dividends
Dividend Analysis
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| Trades 365 | Longs Won 285/365 78% | Profit Factor 36.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $756,831.72 |
| Average Win $202,445.08 | Best Trade (Jul 15) $12.52M | Sharpe Ratio -11.49 |
| Average Loss -$19,739.26 | Worst Trade (Jul 16) -$437,976.08 | Z-Score 15.57 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3d | Expectancy $153,747.15 |
| 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 | 16,667 | 15,000 | 13,333 | 11,667 | 10,000 | 8,333 | 6,667 | 5,000 | 3,333 | 1,667 |
Hover over the desired column for a detailed explanation.
Returns
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