MD
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:
27.1%
Gain +1.06%
Monthly
0.65%
Yearly
8.12%
Drawdown
14.47%
$879.13M
Equity
Holdings
$879.13M
Investment
$562.72M
$326.25M
Profit +$11.42M
Realized
$9.83M
Unrealized
$316.41M
Dividends
$33.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.06%
Profit
$11.42M
Win %
90%
This Week
Compared To Last Week
Gain
1.32%
Profit
$11.42M
Win %
90%
This Month
Compared to last month
Gain
0.79%
Profit
$6.92M
Win %
90%
This Year
Compared to last year
Gain
13.09%
Profit
$101.74M
Win %
90%
CVNA Carvana Co.
+7.71%
+$271,798.8 
META Meta Platforms Inc Class A
+4.69%
+$32,765.06 
ETN Eaton Corporation plc
+4.5%
+$60,242.78 
XLK State Street Technology Select Sector SPDR ETF
+3.75%
+$55,273.68 
NVDA NVIDIA Corporation
+3.16%
+$14,570.05 
AMZN Amazon.com Inc
+3.14%
+$87,014.84 
QQQ Invesco QQQ Trust, Series 1
+3.07%
+$53,667.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.96%
+$18,850.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.68%
+$24,731.84 
VUG Vanguard Growth ETF
+2.67%
+$84,118.32 
GOOGL Alphabet Inc
+2.49%
+$15,097.6 
MAGS Roundhill Magnificent Seven Fund
+2.46%
+$5,544 
GOOG Alphabet Inc
+2.45%
+$30,616.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+2.39%
+$13,350.4 
MSFT Microsoft Corp.
+2.32%
+$37,745.98 
IEMG iShares Core MSCI Emerging Markets ETF
+2.32%
+$41,626.36 
VWO Vanguard FTSE Emerging Markets ETF
+2.23%
+$8,324.47 
IWF iShares Russell 1000 Growth ETF
+2.22%
+$6,188.4 
SCHE Schwab Emerging Markets Equity ETF
+2.17%
+$10,346.3 
DFUS Dimensional U.S. Equity Market ETF
+1.78%
+$14,234.4 
VOO Vanguard S&P 500 ETF
+1.75%
+$34,119.8 
SCHB Schwab U.S. Broad Market ETF
+1.74%
+$45,176.46 
SPY SPDR S&P 500 ETF Trust
+1.72%
+$57,682.09 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$9,157.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.69%
+$76,063.32 
AAPL Apple Inc.
+1.68%
+$81,686.32 
NFLX Netflix, Inc.
+1.66%
+$4,987.5 
VT Vanguard Total World Stock ETF
+1.58%
+$8,328.84 
IVV iShares Core S&P 500 ETF
+1.47%
+$29,140.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.47%
+$10,931.76 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.47%
+$4.04M 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.43%
+$11,291.44 
AVUS Avantis U.S. Equity ETF
+1.39%
+$679,789.44 
AXON Axon Enterprise, Inc.
+1.38%
+$3,055 
VO Vanguard Mid-Cap ETF
+1.38%
+$8,976 
VXF Vanguard Extended Market ETF
+1.35%
+$4,372.76 
DFSU Dimensional US Sustainability Core 1 ETF
+1.33%
+$8,754.52 
SCHF Schwab International Equity ETF
+1.28%
+$16,501.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.27%
+$4.8M 
XMAG Defiance Le Cap Ex-MAG 7 ETF
+1.26%
+$7,178.24 
AVNM Avantis All International Markets Equity ETF
+1.25%
+$711,812.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.19%
+$17,007.65 
BRK-B Berkshire Hathaway Inc.
+1.06%
+$5,142.27 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.05%
+$6,694.23 
SCHA Schwab U.S. Small-Cap ETF
+1.05%
+$6,149.15 
SCHC Schwab International Small-Cap Equity ETF
+0.94%
+$3,373.19 
SCHV Schwab U.S. Large-Cap Value ETF
+0.93%
+$4,744.96 
VB Vanguard Small-Cap ETF
+0.84%
+$9,553.75 
PRF Invesco FTSE RAFI US 1000 ETF
+0.8%
+$2,227.4 
DFSI Dimensional International Sustainability Core 1 ETF
+0.78%
+$3,504.2 
V Visa Inc. Class A
+0.67%
+$1,924.56 
VTV Vanguard Value ETF
+0.63%
+$9,499.58 
DFIC Dimensional International Core Equity Market ETF
+0.55%
+$7,129.08 
IWS iShares Russell Mid-Cap Value ETF
+0.42%
+$2,913.18 
VGK Vanguard FTSE Europe ETF
+0.34%
+$1,097.7 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.18%
+$616 
DFIP Dimensional Inflation-Protected Securities ETF
+0.17%
+$36,235.96 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.13%
+$1,188.64 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.12%
+$860.14 
IVE ISHARES S&P 500 VALUE ETF
+0.11%
+$926.9 
SCHP Schwab U.S. TIPS ETF
+0.11%
+$398.27 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.1%
+$1,117.52 
DFCF Dimensional Core Fixed Income ETF
+0.08%
+$561.43 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$895.2 
BNDW Vanguard Total World Bond ETF
+0.06%
+$714.33 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.03%
+$104.79 
SHV iShares Short Treasury Bond ETF
+0.01%
+$32.1 
MRK Merck & Co., Inc.
-3.18%
-$8,303.89 
JNJ Johnson & Johnson
-2.3%
-$9,825.74 
KO The Coca-Cola Company
-1.97%
-$18,904.74 
IBM International Business Machines Corporation
-1.42%
-$12,718.7 
CME CME Group Inc.
-1.17%
-$4,746.32 
IEFA iShares Core MSCI EAFE ETF
-0.94%
-$2,865.8 
DFSV Dimensional US Small Cap Value ETF
-0.73%
-$1,835.4 
DFGR Dimensional Global Real Estate ETF
-0.68%
-$84,702.2 
XLV Health Care Select Sector SPDR Fund
-0.58%
-$2,493.78 
DFAT Dimensional US Targeted Value ETF
-0.45%
-$2,021.82 
JPM JPMorgan Chase & Co.
-0.09%
-$397.5 
ALL Allstate Corporation
-0.06%
-$263.48 
SO The Southern Company
-0.02%
-$160.54 Events
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Dividends
Dividend Analysis
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| Trades 619 | Longs Won 503/619 81% | Profit Factor 127.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.97M |
| Average Win $653,751.26 | Best Trade (Jun 15) $80.78M | Sharpe Ratio -2.85 |
| Average Loss -$22,315.03 | Worst Trade (Sep 30) -$645,939.08 | Z-Score 35.3 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 3w 1d | Expectancy $527,057.09 |
| 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% | 0.2% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
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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