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:
192.21%
Gain -2.1%
Monthly
1.84%
Yearly
24.49%
Drawdown
30.31%
$934.61M
Equity
Holdings
$934.61M
Investment
$620.23M
$314.92M
Profit -$7.74M
Realized
-$1.14M
Unrealized
$316.06M
Dividends
$42.47M
Goals
Avg. 64.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.1%
Profit
-$7.74M
Win %
81%
This Week
Compared To Last Week
Gain
-1.22%
Profit
-$11.57M
Win %
81%
This Month
Compared to last month
Gain
-1.19%
Profit
-$11.28M
Win %
81%
This Year
Compared to last year
Gain
1.46%
Profit
$13.45M
Win %
81%
JNJ Johnson & Johnson
+2.09%
+$9,777.04 
XLV Health Care Select Sector SPDR Fund
+1.66%
+$6,002.33 
NFLX Netflix, Inc.
+1.14%
+$2,841.7 
MRK Merck & Co., Inc.
+1.04%
+$3,408.72 
AMZN Amazon.com Inc
+0.97%
+$30,962.5 
AAPL Apple Inc.
+0.79%
+$45,436.9 
V Visa Inc. Class A
+0.76%
+$2,692.22 
GDRX GoodRx Holdings, Inc. Class A Common Stock
+0.31%
+$1,022.24 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$1,308.75 
SO The Southern Company
+0.19%
+$1,328.41 
ALL Allstate Corporation
+0.15%
+$647.36 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.13%
+$1,611.9 
KO The Coca-Cola Company
+0.12%
+$1,170.6 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.04%
+$142.06 
CME CME Group Inc.
+0.03%
+$113.42 
DFIP Dimensional Inflation-Protected Securities ETF
+0.03%
+$5,310.15 
SHV iShares Short Treasury Bond ETF
+0.01%
+$65.15 
DFCF Dimensional Core Fixed Income ETF
0%
+$15.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ETN Eaton Corporation plc
-3.58%
-$54,525.99 
AXON Axon Enterprise, Inc.
-2.16%
-$4,538.08 
OTF Blue Owl Technology Finance Corp.
-2.03%
-$1,922.42 
META Meta Platforms Inc Class A
-1.86%
-$16,963.18 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.75%
-$10,963.26 
VXF Vanguard Extended Market ETF
-1.51%
-$7,309.81 
SOXX iShares Semiconductor ETF
-1.42%
-$5,150.63 
DFAT Dimensional US Targeted Value ETF
-1.42%
-$6,293.73 
AVNM Avantis All International Markets Equity ETF
-1.41%
-$873,071.27 
RTX RTX Corporation
-1.41%
-$2,900.79 
TLTD FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
-1.41%
-$2,913.15 
SCHA Schwab U.S. Small-Cap ETF
-1.39%
-$7,908.78 
SCHC Schwab International Small-Cap Equity ETF
-1.37%
-$5,558.09 
VB Vanguard Small-Cap ETF
-1.36%
-$15,555.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-1.27%
-$2,974.03 
SCHF Schwab International Equity ETF
-1.27%
-$19,625.2 
VWO Vanguard FTSE Emerging Markets ETF
-1.25%
-$5,490.24 
SCHE Schwab Emerging Markets Equity ETF
-1.24%
-$6,835.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.23%
-$20,837.25 
DFSV Dimensional US Small Cap Value ETF
-1.23%
-$3,034.79 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.23%
-$3.58M 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.18%
-$7,540.32 
DFIS Dimensional International Small Cap ETF
-1.17%
-$3,155.62 
VGK Vanguard FTSE Europe ETF
-1.14%
-$3,622.41 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$11,214.45 
IEMG iShares Core MSCI Emerging Markets ETF
-1.13%
-$22,936.07 
IEFA iShares Core MSCI EAFE ETF
-1.06%
-$4,074.8 
DFIC Dimensional International Core Equity Market ETF
-1.05%
-$13,409.46 
VO Vanguard Mid-Cap ETF
-0.99%
-$6,567.19 
IWS iShares Russell Mid-Cap Value ETF
-0.92%
-$6,474.88 
JPM JPMorgan Chase & Co.
-0.86%
-$5,213.56 
DFSI Dimensional International Sustainability Core 1 ETF
-0.85%
-$2,483.64 
NVDA NVIDIA Corporation
-0.81%
-$6,957.3 
DFGR Dimensional Global Real Estate ETF
-0.81%
-$102,446.74 
CVNA Carvana Co.
-0.74%
-$22,202.8 
VOE Vanguard Mid-Cap Value ETF
-0.69%
-$1,460.04 
VT Vanguard Total World Stock ETF
-0.66%
-$3,574.32 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.65%
-$6,575.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.63%
-$2.58M 
IWF iShares Russell 1000 Growth ETF
-0.58%
-$1,805.96 
GOOGL Alphabet Inc
-0.57%
-$3,447.48 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.56%
-$1,298.33 
MAGS Roundhill Magnificent Seven Fund
-0.54%
-$1,368.67 
DFSU Dimensional US Sustainability Core 1 ETF
-0.53%
-$2,241.96 
SCHV Schwab U.S. Large-Cap Value ETF
-0.5%
-$2,600.32 
GOOG Alphabet Inc
-0.49%
-$6,877.92 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-0.49%
-$994.8 
IBM International Business Machines Corporation
-0.48%
-$3,519.17 
SCHB Schwab U.S. Broad Market ETF
-0.47%
-$13,363.56 
XMAG Defiance Le Cap Ex-MAG 7 ETF
-0.42%
-$2,373.14 
AVUS Avantis U.S. Equity ETF
-0.42%
-$245,177.9 
DFUS Dimensional U.S. Equity Market ETF
-0.42%
-$3,509.18 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$23,977.35 
SCHX Schwab U.S. Large-Cap ETF
-0.41%
-$2,406 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.4%
-$3,904.56 
PRF Invesco FTSE RAFI US 1000 ETF
-0.38%
-$1,087.8 
VUG Vanguard Growth ETF
-0.38%
-$12,912.55 
XLK State Street Technology Select Sector SPDR ETF
-0.38%
-$6,061.76 
QQQ Invesco QQQ Trust, Series 1
-0.35%
-$6,572.79 
IUSV iShares Core S&P U.S. Value ETF
-0.34%
-$728.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.32%
-$3,211.04 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.31%
-$2,187.9 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.3%
-$1,835.68 
VOO Vanguard S&P 500 ETF
-0.28%
-$6,731.52 
IVE ISHARES S&P 500 VALUE ETF
-0.27%
-$2,259.81 
SPY SPDR S&P 500 ETF Trust
-0.26%
-$9,727.38 
IVV iShares Core S&P 500 ETF
-0.26%
-$5,414.11 
VTV Vanguard Value ETF
-0.23%
-$3,603 
VIG Vanguard Dividend Appreciation ETF
-0.2%
-$456.48 
MSFT Microsoft Corp.
-0.2%
-$4,097.02 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.15%
-$898.87 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.09%
-$802.2 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$300.82 
BNDW Vanguard Total World Bond ETF
-0.06%
-$897.6 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.06%
-$195.02 Events
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Dividends
Dividend Analysis
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| Trades 760 | Longs Won 579/760 76% | Profit Factor 20.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.62M |
| Average Win $571,360.7 | Best Trade (Oct 07) $82.69M | Sharpe Ratio -9.53 |
| Average Loss -$87,818.35 | Worst Trade (Mar 30) -$4.96M | Z-Score 24.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 4d | Expectancy $414,372.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.2% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,146 | $3.1M | $5.77M | - | $2.67M | 86.11% | +0.794% |
| ALL Allstate Corporation | 1,904 | $306,089.65 | $427,657.44 | - | $121,567.79 | 39.72% | +0.152% |
| AMZN Amazon.com Inc | 12,385 | $2.22M | $3.21M | - | $980,128.63 | 44.05% | +0.975% |
| AVNM Avantis All International Markets Equity ETF | 736,769 | $47.67M | $60.86M | - | $13.19M | 27.66% | -1.414% |
| AVUS Avantis U.S. Equity ETF | 445,778 | $42.45M | $58.04M | - | $15.6M | 36.75% | -0.421% |
| AXON Axon Enterprise, Inc. | 502 | $298,514.84 | $205,609.16 | - | -$92,905.68 | -31.12% | -2.159% |
| BNDW Vanguard Total World Bond ETF | 22,440 | $1.55M | $1.48M | - | -$70,561.5 | -4.56% | -0.061% |
| BRK-B Berkshire Hathaway Inc. | 1,047 | $346,467.66 | $530,609.13 | - | $184,141.47 | 53.15% | +0.247% |
| CME CME Group Inc. | 1,512 | $345,477.74 | $408,625.56 | - | $63,147.82 | 18.28% | +0.028% |
| CVNA Carvana Co. | 47,240 | $1.65M | $3M | - | $1.35M | 82.03% | -0.736% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 9.05M | $249.2M | $408.86M | - | $159.65M | 64.06% | -0.627% |
| DFAT Dimensional US Targeted Value ETF | 6,522 | $262,314.84 | $436,941.39 | - | $174,626.55 | 66.57% | -1.42% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 7.78M | $184.06M | $288.46M | - | $104.4M | 56.72% | -1.225% |
| DFCF Dimensional Core Fixed Income ETF | 16,796 | $709,427.48 | $674,962.38 | - | -$34,465.1 | -4.86% | +0.002% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 15,709 | $356,602.86 | $631,344.71 | - | $274,741.85 | 77.04% | -1.18% |
| DFGR Dimensional Global Real Estate ETF | 465,667 | $12.02M | $12.5M | - | $481,746.98 | 4.01% | -0.813% |
| DFIC Dimensional International Core Equity Market ETF | 33,948 | $760,724.37 | $1.27M | - | $507,742.65 | 66.74% | -1.046% |
| DFIP Dimensional Inflation-Protected Securities ETF | 531,015 | $21.91M | $20.77M | - | -$1.13M | -5.18% | +0.026% |
| DFIS Dimensional International Small Cap ETF | 7,425 | $260,097.74 | $266,000.62 | - | $5,902.88 | 2.27% | -1.172% |
| DFSB Dimensional Global Sustainability Fixed Income ETF | 11,985 | $620,325.03 | $594,935.4 | - | -$25,389.63 | -4.09% | -0.151% |
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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 - $26.02M, Dimensional U.S. Core Equity 2 ETF - $6.39M, Dimensional Inflation-Protected Securities ETF - $2.21M, Carvana Co - $2.09M, and Avantis All International Markets Equity ETF - $2.06M. 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 - $499,714.31, Dimensional Emerging Markets Core Equity 2 ETF - $343,306.72, 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 $42.47M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $22.17M, Dimensional U.S. Core Equity 2 ETF - $11.36M, Dimensional Inflation-Protected Securities ETF - $2.2M, Avantis All International Markets Equity ETF - $2.06M, and Dimensional Global Real Estate ETF - $949,337.9. 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.
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