GD
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:
14.45%
Gain -0.91%
Monthly
0.96%
Yearly
12.17%
Drawdown
18.69%
$991.41M
Equity
Holdings
$991.41M
Investment
$861.87M
$126.7M
Profit -$9.15M
Realized
-$2.84M
Unrealized
$129.54M
Dividends
$7.72M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.91%
Profit
-$9.15M
Win %
87%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$1.44M
Win %
87%
This Month
Compared to last month
Gain
-0.15%
Profit
-$1.44M
Win %
87%
This Year
Compared to last year
Gain
-5.08%
Profit
-$20.89M
Win %
82%
No Data
IWY iShares Russell Top 200 Growth ETF
-1.41%
-$2.58M 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
-1.39%
-$3.22M 
XCEM Columbia EM Core ex-China ETF
-1.28%
-$1.78M 
FNDF Schwab Fundamental International Large Company Index ETF
-0.7%
-$1.05M 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.18%
-$526,232.69 Events
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Dividends
Dividend Analysis
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No Data
| Trades 20 | Longs Won 15/20 75% | Profit Factor 4.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.64M |
| Average Win $10.96M | Best Trade (Jun 03) $55.13M | Sharpe Ratio -3.38 |
| Average Loss -$7.53M | Worst Trade (May 19) -$39.32M | Z-Score 5.62 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w 3d | Expectancy $6.34M |
| 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% | 1.48% |
| Consecutive Losing Trades | 132 | 119 | 105 | 92 | 79 | 66 | 53 | 40 | 26 | 13 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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