Marc Dacanay Portfolio
Invests via Geometric Wealth Advisors | Managed by Marc Dacanay
Invests via Geometric Wealth Advisors
Managed by Marc Dacanay
Automatically Tracked
Marc Dacanay Profile
With a robust foundation in technology consulting and project management, Marc Dacanay has carved out a niche at the intersection of innovation and business strategy. His career includes pivotal roles where he has guided diverse organizations through digital transformations that drive efficiency and enhance customer experience. Dacanay's expertise is particularly pronounced in deploying cutting-edge solutions that leverage emerging technologies for competitive advantage. Notably, his insights have proved invaluable to start-ups seeking scalable growth, enabling them to navigate challenges with agility while unlocking new revenue streams. With a forward-looking perspective on market dynamics, he remains deeply influential among entrepreneurial networks as they capitalize on tech-driven opportunities.
With a robust foundation in technology consulting and project management, Marc Dacanay has carved out a niche at the intersection of innovation and business strategy. His career includes pivotal roles where he has guided diverse organizations through digital transformations that drive efficiency and enhance customer experience. Dacanay's expertise is particularly pronounced in deploying cutting-edge solutions that leverage emerging technologies for competitive advantage. Notably, his insights have proved invaluable to start-ups seeking scalable growth, enabling them to navigate challenges with agility while unlocking new revenue streams. With a forward-looking perspective on market dynamics, he remains deeply influential among entrepreneurial networks as they capitalize on tech-driven opportunities.
Investment Philosophy & Strategy
With a strong background in technology consulting, Marc Dacanay possesses a unique aptitude for identifying transformative investment opportunities. His ability to analyze market trends and technological advancements shapes his strategic thinking. By leveraging insights from his extensive project management experience, he consistently empowers startups to adapt and thrive in competitive landscapes. Capitalizing on innovation-driven scenarios allows him to focus investments on companies with scalable business models poised for significant growth. Furthermore, his network within the entrepreneurial community enables access to emerging projects that align with forward-thinking objectives.
With a strong background in technology consulting, Marc Dacanay possesses a unique aptitude for identifying transformative investment opportunities. His ability to analyze market trends and technological advancements shapes his strategic thinking. By leveraging insights from his extensive project management experience, he consistently empowers startups to adapt and thrive in competitive landscapes. Capitalizing on innovation-driven scenarios allows him to focus investments on companies with scalable business models poised for significant growth. Furthermore, his network within the entrepreneurial community enables access to emerging projects that align with forward-thinking objectives.
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:
173.36%
Gain -0.1%
Monthly
1.95%
Yearly
26.14%
Drawdown
30.31%
$909.25M
Equity
Holdings
$909.25M
Investment
$583.21M
$324.57M
Profit -$700,046.04
Realized
-$1.47M
Unrealized
$326.04M
Dividends
$38.94M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$700,046.04
Win %
87%
This Week
Compared To Last Week
Gain
2.44%
Profit
$21.66M
Win %
87%
This Month
Compared to last month
Gain
2.44%
Profit
$21.66M
Win %
87%
This Year
Compared to last year
Gain
13.85%
Profit
$110.61M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$432,779.48 
ETN Eaton Corporation plc
+7.32%
+$96,876.82 
GOOG Alphabet Inc
+6.88%
+$91,558.42 
GOOGL Alphabet Inc
+6.73%
+$39,389.91 
META Meta Platforms Inc Class A
+3.28%
+$23,284.55 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$7,068.6 
MSFT Microsoft Corp.
+3.02%
+$52,900.04 
NVDA NVIDIA Corporation
+2.93%
+$14,143.69 
CVX Chevron Corporation
+2.35%
+$4,895.16 
CVNA Carvana Co.
+1.5%
+$43,442.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$13,117.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$6,341.44 
VUG Vanguard Growth ETF
+1.1%
+$34,311.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,832.4 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$4,348.05 
IBM International Business Machines Corporation
+0.86%
+$6,304.84 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$2,039.88 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,624.73 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$25,301.06 
VOO Vanguard S&P 500 ETF
+0.71%
+$16,806.02 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$5,535.61 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,588.48 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,703.23 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,993.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,657.12 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$15,182.02 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$5,415.42 
AVUS Avantis U.S. Equity ETF
+0.57%
+$313,992.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,022.26 
AXON Axon Enterprise, Inc.
+0.47%
+$1,230.01 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$2,513.44 
RTX RTX Corporation
+0.39%
+$955.08 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,930.68 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$1.39M 
MRK Merck & Co., Inc.
+0.32%
+$902.02 
JPM JPMorgan Chase & Co.
+0.27%
+$1,323.52 
VT Vanguard Total World Stock ETF
+0.26%
+$1,382.52 
CME CME Group Inc.
+0.21%
+$856.16 
SO The Southern Company
+0.21%
+$1,638 
JNJ Johnson & Johnson
+0.21%
+$1,000.64 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$518 
SOXX iShares Semiconductor ETF
+0.07%
+$221.41 
SHV iShares Short Treasury Bond ETF
+0.03%
+$193.71 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$413,578.84 
NFLX Netflix, Inc.
-2%
-$5,740.72 
KO The Coca-Cola Company
-1.02%
-$10,568.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$10,819.78 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,442.51 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$1,785 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$2,717.94 
SCHF Schwab International Equity ETF
-0.58%
-$11,500.96 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$7,468.56 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$66,708.45 
ALL Allstate Corporation
-0.49%
-$2,446.62 
IWM iShares Russell 2000 ETF
-0.47%
-$1,613.78 
AVNM Avantis All International Markets Equity ETF
-0.47%
-$278,288.91 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,463.6 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,494.4 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,693.34 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$2,238.63 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,776.97 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$1,838.61 
VXF Vanguard Extended Market ETF
-0.3%
-$983.35 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$1,988.88 
BNDW Vanguard Total World Bond ETF
-0.28%
-$4,227.69 
VTV Vanguard Value ETF
-0.27%
-$4,311.06 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,368.54 
VB Vanguard Small-Cap ETF
-0.22%
-$2,599 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$596,339.44 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$3,030.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,066.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$485.28 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,614.11 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$717.42 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$504.33 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$23,020.33 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$442.96 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$695.3 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$787.74 
VO Vanguard Mid-Cap ETF
-0.05%
-$326.4 
XMAG Defiance Le Cap Ex-MAG 7 ETF
-0.04%
-$224.32 
V Visa Inc. Class A
-0.04%
-$125.57 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$95.84 Events
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Dividends
Dividend Analysis
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| Trades 683 | Longs Won 546/683 79% | Profit Factor 23.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.9M |
| Average Win $621,429.19 | Best Trade (Aug 05) $85.17M | Sharpe Ratio -11.11 |
| Average Loss -$107,506.2 | Worst Trade (Mar 30) -$4.96M | Z-Score 31.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w | Expectancy $475,215.21 |
| 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% | 0.26% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 Marc Dacanay?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $24.29M, Dimensional U.S. Core Equity 2 ETF - $5.51M, Carvana Co - $2.09M, Dimensional Inflation-Protected Securities ETF - $2.04M, and Avantis All International Markets Equity ETF - $1.76M. 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: Dimensional International Core Equity Market ETF - $1.22M, Dimensional Emerging Core Equity Market ETF - $530,112.24, Dimensional International Core Equity Market ETF - $505,994.69, Dimensional Emerging Markets Core Equity 2 ETF - $347,962.4, and Dimensional US Core Equity Market ETF - $277,644.65. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marc Dacanay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.94M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $20.45M, Dimensional U.S. Core Equity 2 ETF - $10.48M, Dimensional Inflation-Protected Securities ETF - $2.03M, Avantis All International Markets Equity ETF - $1.76M, and Dimensional Global Real Estate ETF - $835,249.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marc Dacanay's monthly returns?
Marc Dacanay's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Marc Dacanay's strategy be considered aggressive or moderate?
Marc Dacanay's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Marc Dacanay's strategy?
Marc Dacanay's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
