Tracey Daigle Portfolio
Invests via ROBINSON SMITH WEALTH ADVISORS LLC | Managed by Tracey M. Daigle, David M. Smith
Invests via ROBINSON SMITH WEALTH ADVISORS LLC
Managed by Tracey M. Daigle, David M. Smith
Automatically Tracked
Tracey Daigle Profile
Veteran investor and operating executive focused on growth-stage healthcare and technology companies. Tracey Daigle combines operational leadership in scaling commercial teams with deal execution experience across growth equity and strategic M&A. Active board member and advisor to startups, she emphasizes revenue acceleration, governance upgrades, and go-to-market transformation to drive liquidity and valuation expansion.
Veteran investor and operating executive focused on growth-stage healthcare and technology companies. Tracey Daigle combines operational leadership in scaling commercial teams with deal execution experience across growth equity and strategic M&A. Active board member and advisor to startups, she emphasizes revenue acceleration, governance upgrades, and go-to-market transformation to drive liquidity and valuation expansion.
Investment Philosophy & Strategy
Builds concentrated growth-stage portfolios in healthcare and enterprise software, prioritizing companies with defensible products and clear commercialization paths. Capital deployment favors rounds that accelerate revenue and professionalize governance, with dual focus on go-to-market scaling and strategic M&A as exit engines. Investment style blends operational stewardship—placing board members, driving sales leadership hires, and instituting KPI-driven commercialization plans—with selective follow-on support to de-risk milestones. Time horizon is multi-year growth-to-liquidity; risk management emphasizes measurable revenue traction, customer concentration limits, and governance upgrades that increase valuation optionality.
Builds concentrated growth-stage portfolios in healthcare and enterprise software, prioritizing companies with defensible products and clear commercialization paths. Capital deployment favors rounds that accelerate revenue and professionalize governance, with dual focus on go-to-market scaling and strategic M&A as exit engines. Investment style blends operational stewardship—placing board members, driving sales leadership hires, and instituting KPI-driven commercialization plans—with selective follow-on support to de-risk milestones. Time horizon is multi-year growth-to-liquidity; risk management emphasizes measurable revenue traction, customer concentration limits, and governance upgrades that increase valuation optionality.
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:
44.96%
Gain +0.41%
Monthly
1.11%
Yearly
14.24%
Drawdown
14.57%
$169.79M
Equity
Holdings
$169.79M
Investment
$131.94M
$44.52M
Profit +$552,896.35
Realized
$6.67M
Unrealized
$37.85M
Dividends
$6.17M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.41%
Profit
$552,896.35
Win %
71%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$817,816.57
Win %
71%
This Month
Compared to last month
Gain
0.95%
Profit
$1.6M
Win %
71%
This Year
Compared to last year
Gain
1.72%
Profit
$2.87M
Win %
73%
LLY Eli Lilly and Company
+4.62%
+$32,780.99 
BLK BlackRock, Inc.
+3.83%
+$22,706.5 
KVUE Kenvue Inc.
+3.22%
+$6,102.18 
ADP Automatic Data Processing Inc.
+2.7%
+$9,800.93 
IBM International Business Machines Corporation
+2.37%
+$5,648.04 
OBDC Blue Owl Capital Corporation
+2.13%
+$2,365 
OTIS Otis Worldwide Corporation
+2.01%
+$4,402.13 
WMT Walmart Inc.
+1.76%
+$4,361.98 
PHYS Sprott Physical Gold Trust
+1.5%
+$3,720 
MDLZ Mondelez International, Inc.
+1.33%
+$3,353.36 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.3%
+$3,899.61 
DON WisdomTree U.S. MidCap Dividend Fund
+1.3%
+$5,538 
MSFT Microsoft Corp.
+1.29%
+$21,295.31 
SCHD Schwab U.S. Dividend Equity ETF
+1.28%
+$3,092.13 
GNW Genworth Financial Inc.
+1.19%
+$8,062.11 
SCHA Schwab U.S. Small-Cap ETF
+1.12%
+$5,887.8 
IWN iShares Russell 2000 Value ETF
+1.11%
+$2,245.32 
IQLT iShares MSCI International Quality Factor ETF
+1.08%
+$10,561.43 
IBKR Interactive Brokers Group Inc.
+0.99%
+$2,672.6 
DFSI Dimensional International Sustainability Core 1 ETF
+0.95%
+$6,972.55 
PFG Principal Financial Group, Inc.
+0.93%
+$3,806.86 
FLMI Franklin Dynamic Municipal Bond ETF
+0.92%
+$30,310.7 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.87%
+$8,428.03 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.87%
+$2,867.7 
CARR Carrier Global Corporation
+0.84%
+$2,537.53 
VIG Vanguard Dividend Appreciation ETF
+0.82%
+$19,417.86 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.75%
+$2,176.12 
DUHP Dimensional US High Profitability ETF
+0.72%
+$46,108.07 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$1,963.7 
DFSU Dimensional US Sustainability Core 1 ETF
+0.71%
+$2,593.52 
NEE NextEra Energy, Inc.
+0.71%
+$3,045.84 
IWD iShares Russell 1000 Value ETF
+0.7%
+$5,557.98 
VTV Vanguard Value ETF
+0.7%
+$2,790.46 
VO Vanguard Mid-Cap ETF
+0.67%
+$3,205.44 
PRF Invesco FTSE RAFI US 1000 ETF
+0.67%
+$2,830.5 
CGMU Capital Group Municipal Income ETF
+0.65%
+$55,436.15 
IUSV iShares Core S&P U.S. Value ETF
+0.64%
+$19,906.5 
DFAI Dimensional International Core Equity Market ETF
+0.62%
+$22,195.71 
BND Vanguard Total Bond Market Index Fund
+0.62%
+$2,643.49 
IVE ISHARES S&P 500 VALUE ETF
+0.58%
+$3,683.94 
URI United Rentals, Inc.
+0.56%
+$1,945.53 
DFIC Dimensional International Core Equity Market ETF
+0.56%
+$53,052.51 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$4,740.5 
GOOGL Alphabet Inc
+0.52%
+$6,396.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.51%
+$6,628.83 
GOOG Alphabet Inc
+0.46%
+$3,270.62 
ABBV AbbVie Inc.
+0.44%
+$1,419.79 
QUAL iShares MSCI USA Quality Factor ETF
+0.42%
+$16,138.56 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.42%
+$2,000.46 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$3,852.5 
PG Procter & Gamble Co
+0.4%
+$2,773.26 
PVAL Putnam Focused Large Cap Value ETF
+0.38%
+$40,456.34 
BRK-B Berkshire Hathaway Inc.
+0.37%
+$3,250.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.36%
+$2,277.75 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.33%
+$1,065.89 
PEP PepsiCo, Inc.
+0.3%
+$1,018.29 
DFAU Dimensional US Core Equity Market ETF
+0.29%
+$17,163.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.25%
+$709.27 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$1,079.1 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.23%
+$5,367.96 
AMZN Amazon.com Inc
+0.23%
+$3,633.8 
SCHB Schwab U.S. Broad Market ETF
+0.22%
+$69,720.3 
DFUS Dimensional U.S. Equity Market ETF
+0.21%
+$1,559.42 
VOO Vanguard S&P 500 ETF
+0.2%
+$8,658.31 
IVV iShares Core S&P 500 ETF
+0.18%
+$554.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.18%
+$1,227.4 
SCHX Schwab U.S. Large-Cap ETF
+0.17%
+$1,984.9 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$3,313.48 
BINC iShares Flexible Income Active ETF
+0.14%
+$428.68 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.13%
+$3,737.18 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.12%
+$601.44 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$264.5 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.07%
+$354.06 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.06%
+$337.14 
NBSD Neuberger Berman Short Duration Income ETF
+0.05%
+$2,589.8 
OEF iShares S&P 100 ETF
+0.03%
+$842.33 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$86.51 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$82.13 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
ANET Arista Networks, Inc.
-5.87%
-$16,670.11 
AMAT Applied Materials, Inc.
-4.06%
-$8,194.76 
INTC Intel Corporation
-3.41%
-$8,448.7 
PM Philip Morris International Inc.
-2.5%
-$5,901.9 
NVDA NVIDIA Corporation
-1.6%
-$10,913.82 
AVGO Broadcom Inc.
-1.46%
-$3,030 
TXN Texas Instruments Inc
-0.93%
-$1,972.19 
RTX RTX Corporation
-0.49%
-$6,754.93 
JNJ Johnson & Johnson
-0.47%
-$39,178.8 
MRK Merck & Co., Inc.
-0.4%
-$1,072.79 
JPM JPMorgan Chase & Co.
-0.36%
-$2,013.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.26%
-$954.18 
IWF iShares Russell 1000 Growth ETF
-0.2%
-$8,090.25 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.19%
-$2,628.72 
VUG Vanguard Growth ETF
-0.19%
-$3,562.18 
VOOG Vanguard S&P 500 Growth ETF
-0.18%
-$371.55 
AAPL Apple Inc.
-0.13%
-$3,869.01 
IUSG iShares Core S&P U.S. Growth ETF
-0.12%
-$2,707.56 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.07%
-$1,325.62 Events
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Dividends
Dividend Analysis
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| Trades 692 | Longs Won 510/692 73% | Profit Factor 19.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,799.79 |
| Average Win $92,019.18 | Best Trade (Oct 15) $9.03M | Sharpe Ratio -10.53 |
| Average Loss -$13,248.28 | Worst Trade (Oct 14) -$178,295.55 | Z-Score 4.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $64,333.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,598 | $1.83M | $2.94M | - | $1.11M | 60.66% | -0.131% |
| ABBV AbbVie Inc. | 1,145 | $288,128 | $326,004.4 | - | $37,876.4 | 13.15% | +0.437% |
| ADP Automatic Data Processing Inc. | 1,293 | $301,247.3 | $372,254.7 | - | $71,007.4 | 23.57% | +2.704% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 7,316 | $701,580.53 | $973,174.32 | - | $271,593.79 | 38.71% | +0.874% |
| AMAT Applied Materials, Inc. | 452 | $326,796 | $193,682 | - | -$133,114 | -40.73% | -4.059% |
| AMZN Amazon.com Inc | 6,159 | $1.07M | $1.57M | - | $495,482.38 | 46.18% | +0.232% |
| ANET Arista Networks, Inc. | 1,454 | $150,422.77 | $267,470.57 | - | $117,047.8 | 77.81% | -5.867% |
| AVGO Broadcom Inc. | 600 | $226,650 | $204,720 | - | -$21,930 | -9.68% | -1.458% |
| BINC iShares Flexible Income Active ETF | 6,124 | $320,934.49 | $310,486.8 | - | -$10,447.69 | -3.26% | +0.138% |
| BLK BlackRock, Inc. | 552 | $561,805.82 | $615,438.6 | - | $53,632.78 | 9.55% | +3.831% |
| BND Vanguard Total Bond Market Index Fund | 6,077 | $446,113 | $430,464.29 | - | -$15,648.71 | -3.51% | +0.618% |
| BRK-B Berkshire Hathaway Inc. | 1,684 | $615,322.69 | $889,623.69 | - | $274,301 | 44.58% | +0.367% |
| CARR Carrier Global Corporation | 5,577 | $320,421.3 | $305,034.01 | - | -$15,387.29 | -4.8% | +0.839% |
| CGMU Capital Group Municipal Income ETF | 326,095 | $8.89M | $8.59M | - | -$303,564.84 | -3.41% | +0.65% |
| CVSB Calvert Ultra-Short Investment Grade ETF | 10,116 | $512,958.32 | $511,313.22 | - | -$1,645.1 | -0.32% | +0.069% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 8,690 | $279,552.21 | $333,435.3 | - | $53,883.09 | 19.27% | +0.868% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 28,821 | $1.28M | $1.3M | - | $21,759.41 | 1.7% | +0.512% |
| DFAI Dimensional International Core Equity Market ETF | 87,042 | $2.98M | $3.61M | - | $628,510.17 | 21.1% | +0.619% |
| DFAU Dimensional US Core Equity Market ETF | 110,734 | $4.08M | $5.87M | - | $1.79M | 43.75% | +0.293% |
| DFIC Dimensional International Core Equity Market ETF | 252,631 | $8.89M | $9.5M | - | $613,718.15 | 6.91% | +0.562% |
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FAQ
Which stocks have generated the highest profits for Tracey Daigle?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P U.S. Value ETF - $1.86M, Dimensional International Core Equity Market ETF - $906,453.78, Johnson & Johnson - $863,509.17, Schwab U.S. Broad Market ETF - $861,721, and Apple Inc - $596,676.24. 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: Regeneron Pharmaceuticals, Inc - $165,160.19, The Cigna Group - $57,388.94, Exxon Mobil Corporation - $38,834.25, Arista Networks, Inc - $31,868.52, and Intel Corporation - $25,981.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tracey Daigle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.17M earned over time. The largest contributors to dividend income include Johnson & Johnson - $534,095.55, Capital Group Municipal Income ETF - $462,176.84, Schwab U.S. Broad Market ETF - $461,146.12, iShares Core S&P U.S. Value ETF - $441,553.06, and iShares Treasury Floating Rate Bond ETF - $402,459.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tracey Daigle's monthly returns?
Tracey Daigle's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Tracey Daigle's strategy be considered aggressive or moderate?
Tracey Daigle's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Tracey Daigle's strategy?
Tracey Daigle'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.
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