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:
5.54%
Gain
Monthly
0.18%
Yearly
2.14%
Drawdown
25.97%
$163.21M
Equity
Holdings
$163.21M
Investment
$125.84M
$43.04M
Profit -$6,902.47
Realized
$5.66M
Unrealized
$37.38M
Dividends
$5.6M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$6,902.47
Win %
78%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$200,103.55
Win %
78%
This Month
Compared to last month
Gain
0.77%
Profit
$1.25M
Win %
78%
This Year
Compared to last year
Gain
10.42%
Profit
$15.4M
Win %
80%
MRK Merck & Co., Inc.
+3.54%
+$16,418.09 
ADP Automatic Data Processing Inc.
+3.33%
+$10,641.39 
OTIS Otis Worldwide Corporation
+3.3%
+$8,855.5 
GNW Genworth Financial Inc.
+3.23%
+$24,186.33 
IBM International Business Machines Corporation
+3.13%
+$9,870.43 
MDLZ Mondelez International, Inc.
+2.9%
+$6,831.22 
T AT&T Inc.
+2.66%
+$4,563.42 
PEP PepsiCo, Inc.
+2.42%
+$11,685.2 
WMT Walmart Inc.
+2.38%
+$5,716.44 
SCHD Schwab U.S. Dividend Equity ETF
+2.04%
+$4,746.78 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.94%
+$6,951.18 
KVUE Kenvue Inc.
+1.92%
+$3,785.46 
PG Procter & Gamble Co
+1.72%
+$11,944.2 
MSFT Microsoft Corp.
+1.51%
+$19,423.67 
AAPL Apple Inc.
+1.32%
+$40,893.12 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+1.27%
+$12,661.8 
DON WisdomTree U.S. MidCap Dividend Fund
+1.23%
+$5,712.7 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$3,751.61 
CARR Carrier Global Corporation
+1.17%
+$5,110.94 
LLY Eli Lilly and Company
+1.16%
+$15,067.99 
VOE Vanguard Mid-Cap Value ETF
+0.86%
+$2,340.3 
IWD iShares Russell 1000 Value ETF
+0.86%
+$6,598.12 
XOM Exxon Mobil Corporation
+0.84%
+$1,472.57 
IUSV iShares Core S&P U.S. Value ETF
+0.82%
+$26,072.8 
IVE ISHARES S&P 500 VALUE ETF
+0.8%
+$4,920.87 
PVAL Putnam Focused Large Cap Value ETF
+0.63%
+$61,385.03 
JNJ Johnson & Johnson
+0.61%
+$55,160.8 
VIG Vanguard Dividend Appreciation ETF
+0.6%
+$14,301.33 
AMZN Amazon.com Inc
+0.57%
+$7,988.05 
VTV Vanguard Value ETF
+0.43%
+$1,945.73 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.39%
+$1,833.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$14,031.98 
PRF Invesco FTSE RAFI US 1000 ETF
+0.37%
+$1,568.6 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$1,945.02 
DUHP Dimensional US High Profitability ETF
+0.16%
+$9,825.33 
DFSU Dimensional US Sustainability Core 1 ETF
+0.1%
+$296.19 
GOOG Alphabet Inc
+0.06%
+$465.75 
CVSB Calvert Ultra-Short Investment Grade ETF
+0.06%
+$309.69 
GOOGL Alphabet Inc
+0.06%
+$628.84 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
+0.02%
+$114.01 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$144.09 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$47.69 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
IBKR Interactive Brokers Group Inc.
-4.69%
-$14,715.4 
ANET Arista Networks, Inc.
-2.66%
-$7,444.53 
NVDA NVIDIA Corporation
-2.58%
-$13,805 
PHYS Sprott Physical Gold Trust
-1.65%
-$4,040 
IWF iShares Russell 1000 Growth ETF
-1.51%
-$60,647.84 
RTX RTX Corporation
-1.26%
-$18,830.21 
IUSG iShares Core S&P U.S. Growth ETF
-1.19%
-$21,421.79 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.16%
-$15,674.96 
VUG Vanguard Growth ETF
-0.93%
-$17,080.77 
DFSI Dimensional International Sustainability Core 1 ETF
-0.88%
-$4,131.6 
DFIC Dimensional International Core Equity Market ETF
-0.61%
-$51,939.06 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$21,765.56 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$5,769.36 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$8,483.84 
OEF iShares S&P 100 ETF
-0.37%
-$9,038.2 
DFUS Dimensional U.S. Equity Market ETF
-0.37%
-$3,432.78 
YUM Yum! Brands, Inc.
-0.36%
-$819.5 
BLK BlackRock, Inc.
-0.36%
-$1,240.2 
IVV iShares Core S&P 500 ETF
-0.34%
-$1,016.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$7,570.2 
VOO Vanguard S&P 500 ETF
-0.33%
-$10,947.43 
SCHB Schwab U.S. Broad Market ETF
-0.33%
-$102,644.37 
SPY SPDR S&P 500 ETF Trust
-0.33%
-$6,381.24 
JPM JPMorgan Chase & Co.
-0.32%
-$2,505.78 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$1,189.02 
PFG Principal Financial Group, Inc.
-0.29%
-$1,256.34 
SCHX Schwab U.S. Large-Cap ETF
-0.29%
-$3,374.33 
FLMI Franklin Dynamic Municipal Bond ETF
-0.2%
-$7,792.35 
DFAU Dimensional US Core Equity Market ETF
-0.18%
-$10,102.01 
CGMU Capital Group Municipal Income ETF
-0.15%
-$13,987.36 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$374.79 
NEE NextEra Energy, Inc.
-0.08%
-$412.16 
NBSD Neuberger Berman Short Duration Income ETF
-0.05%
-$2,976.54 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$269.4 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.02%
-$73.11 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$120.68 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$59.31 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.02%
-$100.02 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$59.61 
BINC iShares Flexible Income Active ETF
-0.02%
-$59.38 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$337.46 Events
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Dividends
Dividend Analysis
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| Trades 616 | Longs Won 466/616 75% | Profit Factor 40.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $402,440.6 |
| Average Win $94,715.75 | Best Trade (Jul 16) $8.71M | Sharpe Ratio -10.41 |
| Average Loss -$7,338.95 | Worst Trade (Jun 30) -$126,477.69 | Z-Score 7.95 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 1d | Expectancy $69,864.77 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
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Returns
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