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Dante Roldan Portfolio
Invests via Pandi LLC | Managed by Dante Roldan
Invests via Pandi LLC
Managed by Dante Roldan
Automatically Tracked
Private equity and growth-stage investor focused on technology, fintech and consumer sectors with operational experience in scaling revenue and go-to-market functions. Dante Roldan has led deal sourcing, diligence and portfolio support at mid-market funds and has prior founder/operator experience in SaaS. Known for cross-border deal execution and board-level portfolio governance.
Private equity and growth-stage investor focused on technology, fintech and consumer sectors with operational experience in scaling revenue and go-to-market functions. Dante Roldan has led deal sourcing, diligence and portfolio support at mid-market funds and has prior founder/operator experience in SaaS. Known for cross-border deal execution and board-level portfolio governance.
Investment Philosophy & Strategy
Focuses on growth-stage and middle-market private equity opportunities in technology, fintech and consumer sectors, combining operating experience in SaaS with a buy-and-build orientation. Prefers revenue-driven KPIs and go-to-market levers, backing companies where cross-border expansion and commercial scaling unlock value. Employs hands-on board governance, rigorous deal diligence, and staged capital deployment to balance growth ambition with downside protection.
Focuses on growth-stage and middle-market private equity opportunities in technology, fintech and consumer sectors, combining operating experience in SaaS with a buy-and-build orientation. Prefers revenue-driven KPIs and go-to-market levers, backing companies where cross-border expansion and commercial scaling unlock value. Employs hands-on board governance, rigorous deal diligence, and staged capital deployment to balance growth ambition with downside protection.
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:
28.04%
Gain +0.88%
Monthly
1.24%
Yearly
15.91%
Drawdown
19.42%
$681.05M
Equity
Holdings
$681.05M
Investment
$524.86M
$184.21M
Profit +$7.19M
Realized
$28.02M
Unrealized
$156.19M
Dividends
$15M
Goals
Avg. 84.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.88%
Profit
$7.19M
Win %
85%
This Week
Compared To Last Week
Gain
0.59%
Profit
$3.99M
Win %
85%
This Month
Compared to last month
Gain
0.56%
Profit
$3.76M
Win %
85%
This Year
Compared to last year
Gain
3.46%
Profit
$22.75M
Win %
87%
Events
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Dividends
Dividend Analysis
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| Trades 12 | Longs Won 11/12 91% | Profit Factor 42.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $41.02M |
| Average Win $17.15M | Best Trade (Sep 03) $145.34M | Sharpe Ratio -9.11 |
| Average Loss -$4.43M | Worst Trade (Sep 03) -$4.47M | Z-Score 12.52 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $15.35M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 0.21% | 1.36% | 6.8% | 28.1% |
| Consecutive Losing Trades | 154 | 138 | 123 | 108 | 92 | 77 | 61 | 46 | 31 | 15 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 PSBD Palmer Square Capital BDC Inc. | 911,854 | $13.86M | $9.43M | - | -$4.43M | -31.97% | +0.097% |
 VB Vanguard Small-Cap ETF | 2,644 | $692,516 | $792,182.06 | - | $99,666.06 | 14.39% | +0.65% |
 VO Vanguard Mid-Cap ETF | 9,532 | $684,349.94 | $785,330.04 | - | $100,980.1 | 14.76% | +0.942% |
 VOO Vanguard S&P 500 ETF | 942,369 | $509.62M | $670.04M | - | $160.42M | 31.48% | +1.082% |
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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 Dante Roldan?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $32.81M, Vanguard Small-Cap ETF - $4.06M, Vanguard Mid-Cap ETF - $3.95M, and Palmer Square Capital BDC Inc - $2.21M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Dante Roldan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $11.48M, Palmer Square Capital BDC Inc - $2.21M, Vanguard Small-Cap ETF - $802,326.49, and Vanguard Mid-Cap ETF - $514,628.97. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dante Roldan's monthly returns?
Dante Roldan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Dante Roldan's strategy be considered aggressive or moderate?
Dante Roldan's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Dante Roldan's strategy?
Dante Roldan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
