Gerson Diaz Portfolio
Invests via Boulay Financial Advisors LLC | Managed by Gerson Diaz
Invests via Boulay Financial Advisors LLC
Managed by Gerson Diaz
Automatically Tracked
Technology investor and operating executive focused on Latin American growth markets, with experience sourcing cross-border venture and growth equity opportunities across fintech, marketplaces and SaaS. He is Gerson Diaz, who combines prior operating roles in product and strategy with hands-on portfolio support, capital allocation experience and board-level governance expertise for scaling mid-stage companies.
Technology investor and operating executive focused on Latin American growth markets, with experience sourcing cross-border venture and growth equity opportunities across fintech, marketplaces and SaaS. He is Gerson Diaz, who combines prior operating roles in product and strategy with hands-on portfolio support, capital allocation experience and board-level governance expertise for scaling mid-stage companies.
Investment Philosophy & Strategy
Operates with a growth-stage, operator-investor mindset targeting Latin American tech winners—fintech, marketplaces and SaaS—where product-led scale and unit-economics improvement drive returns. Prefers disciplined growth equity or late venture checks, blending active board-level governance with hands-on product and go-to-market support. Cross-border sourcing and concentrated, thesis-driven allocations prioritize durable network effects, regulatory arbitrage, margin expansion and multi-year time horizons with stage-aware risk mitigation.
Operates with a growth-stage, operator-investor mindset targeting Latin American tech winners—fintech, marketplaces and SaaS—where product-led scale and unit-economics improvement drive returns. Prefers disciplined growth equity or late venture checks, blending active board-level governance with hands-on product and go-to-market support. Cross-border sourcing and concentrated, thesis-driven allocations prioritize durable network effects, regulatory arbitrage, margin expansion and multi-year time horizons with stage-aware risk mitigation.
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:
-0.19%
Gain
Monthly
-0.01%
Yearly
-0.15%
Drawdown
29.99%
$973.47M
Equity
Holdings
$973.47M
Investment
$810.28M
$161.91M
Profit -$9.63M
Realized
-$1.28M
Unrealized
$163.19M
Dividends
$9.82M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$9.63M
Win %
100%
This Week
Compared To Last Week
Gain
-1.45%
Profit
-$14.32M
Win %
100%
This Month
Compared to last month
Gain
-1.22%
Profit
-$12.04M
Win %
100%
This Year
Compared to last year
Gain
11.72%
Profit
$102.15M
Win %
94%
No Data
XCEM Columbia EM Core ex-China ETF
-2.95%
-$3.68M 
IWY iShares Russell Top 200 Growth ETF
-1.79%
-$3.1M 
MOAT VanEck Morningstar Wide Moat Fund
-0.7%
-$1.68M 
FNDF Schwab Fundamental International Large Company Index ETF
-0.45%
-$640,421.77 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.19%
-$574,072.02 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 20 | Longs Won 18/20 90% | Profit Factor 97.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $13.69M |
| Average Win $9.09M | Best Trade (Jul 17) $49.86M | Sharpe Ratio -6.79 |
| Average Loss -$836,491.81 | Worst Trade (Mar 30) -$1.6M | Z-Score 22.65 (100%) |
| Commissions $0 | Avg. Trade Length 7m 3w 1d | Expectancy $8.1M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 1,164 | 1,048 | 931 | 815 | 698 | 582 | 466 | 349 | 233 | 116 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
