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:
45.48%
Gain -0.52%
Monthly
1.18%
Yearly
15.08%
Drawdown
14.57%
$170.31M
Equity
Holdings
$170.31M
Investment
$131.94M
$45.03M
Profit -$720,395.64
Realized
$6.67M
Unrealized
$38.37M
Dividends
$5.72M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$720,395.64
Win %
74%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$161,399.01
Win %
74%
This Month
Compared to last month
Gain
-0.42%
Profit
-$720,395.64
Win %
74%
This Year
Compared to last year
Gain
2.02%
Profit
$3.38M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$222,216.66 
GOOG Alphabet Inc
+6.88%
+$47,547.9 
GOOGL Alphabet Inc
+6.73%
+$79,408.98 
ANET Arista Networks, Inc.
+5.46%
+$13,565.83 
MSFT Microsoft Corp.
+3.02%
+$42,126.63 
NVDA NVIDIA Corporation
+2.93%
+$17,603.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$18,693.12 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$2,799.01 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$29,312.28 
AMAT Applied Materials, Inc.
+1.18%
+$2,666.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$20,149.5 
VUG Vanguard Growth ETF
+1.1%
+$19,487.22 
URI United Rentals, Inc.
+0.99%
+$3,550.42 
ADP Automatic Data Processing Inc.
+0.98%
+$3,348.86 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,447.36 
OEF iShares S&P 100 ETF
+0.95%
+$22,417.27 
IBM International Business Machines Corporation
+0.86%
+$1,994.02 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$28,801.29 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$13,932.14 
VOO Vanguard S&P 500 ETF
+0.71%
+$30,273.19 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$4,990.17 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,027.52 
CARR Carrier Global Corporation
+0.68%
+$2,342.34 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$2,395.19 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$7,542.62 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$182,345.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$13,213.58 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$31,005.52 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,326.06 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,446.55 
AIVL WisdomTree U.S. AI Enhanced Value Fund
+0.42%
+$4,023.87 
RTX RTX Corporation
+0.39%
+$6,235.32 
AVGO Broadcom Inc.
+0.37%
+$864 
PG Procter & Gamble Co
+0.37%
+$2,370.69 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,132.24 
OTIS Otis Worldwide Corporation
+0.36%
+$823.42 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$4,611.36 
MRK Merck & Co., Inc.
+0.32%
+$739.25 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$1,286.01 
JPM JPMorgan Chase & Co.
+0.27%
+$1,577.32 
JNJ Johnson & Johnson
+0.21%
+$17,303.97 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$754.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$6,724.57 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$431.46 
WMT Walmart Inc.
+0.09%
+$213.3 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$5,920.44 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$224.76 
NBSD Neuberger Berman Short Duration Income ETF
+0.03%
+$1,553.88 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$144.09 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$58.03 
FLMI Franklin Dynamic Municipal Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$210,822.96 
IBKR Interactive Brokers Group Inc.
-2.75%
-$8,017.8 
ABBV AbbVie Inc.
-2.51%
-$7,408.15 
PHYS Sprott Physical Gold Trust
-1.61%
-$4,000 
GNW Genworth Financial Inc.
-1.3%
-$9,981.66 
MDLZ Mondelez International, Inc.
-1.22%
-$3,092.33 
NEE NextEra Energy, Inc.
-1.15%
-$5,542.88 
TXN Texas Instruments Inc
-1.08%
-$2,295.22 
INTC Intel Corporation
-1.02%
-$2,345.46 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$8,093.81 
BLK BlackRock, Inc.
-0.73%
-$4,404.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$4,282.13 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$23,501.51 
PM Philip Morris International Inc.
-0.61%
-$1,352.27 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$4,593.68 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$55,578.82 
LLY Eli Lilly and Company
-0.53%
-$3,598.31 
PEP PepsiCo, Inc.
-0.46%
-$1,671.04 
CGMU Capital Group Municipal Income ETF
-0.44%
-$39,131.4 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,126.15 
OBDC Blue Owl Capital Corporation
-0.37%
-$440 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$8,728.21 
KVUE Kenvue Inc.
-0.36%
-$736.47 
CVSB Calvert Ultra-Short Investment Grade ETF
-0.34%
-$1,719.72 
VTV Vanguard Value ETF
-0.27%
-$1,069.06 
DUHP Dimensional US High Profitability ETF
-0.27%
-$16,629.14 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,245.5 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,154.63 
IWN iShares Russell 2000 Value ETF
-0.25%
-$534.58 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$869 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$645.59 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$6,912 
PFG Principal Financial Group, Inc.
-0.22%
-$955.25 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$617.76 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,210.02 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.14%
-$456.81 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$390 
BINC iShares Flexible Income Active ETF
-0.08%
-$244.95 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$186.65 
VO Vanguard Mid-Cap ETF
-0.05%
-$237.44 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$306.85 
IBDR iShares iBonds Dec 2026 Term Corporate ETF
-0.04%
-$173.02 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$105.8 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$200.48 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$574.95 Events
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Dividends
Dividend Analysis
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| Trades 692 | Longs Won 519/692 75% | Profit Factor 23.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $391,742.29 |
| Average Win $90,576.05 | Best Trade (Aug 14) $9.46M | Sharpe Ratio -9.78 |
| Average Loss -$11,417.51 | Worst Trade (Sep 01) -$133,113.82 | Z-Score 7.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 3w 2d | Expectancy $65,077.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,925 | 13,433 | 11,940 | 10,448 | 8,955 | 7,463 | 5,970 | 4,478 | 2,985 | 1,493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,598 | $1.83M | $2.66M | - | $823,025.43 | 44.9% | -7.354% |
| ABBV AbbVie Inc. | 1,145 | $288,128 | $287,326.3 | - | -$801.7 | -0.28% | -2.513% |
| ADP Automatic Data Processing Inc. | 1,293 | $301,247.3 | $344,532.77 | - | $43,285.47 | 14.37% | +0.982% |
| AIVL WisdomTree U.S. AI Enhanced Value Fund | 7,316 | $701,580.53 | $970,906.43 | - | $269,325.9 | 38.39% | +0.416% |
| AMAT Applied Materials, Inc. | 452 | $326,796 | $229,466.84 | - | -$97,329.16 | -29.78% | +1.176% |
| AMZN Amazon.com Inc | 6,159 | $1.07M | $1.67M | - | $599,631.01 | 55.88% | +15.321% |
| ANET Arista Networks, Inc. | 1,454 | $150,422.77 | $262,228.91 | - | $111,806.14 | 74.33% | +5.456% |
| AVGO Broadcom Inc. | 600 | $226,650 | $233,568 | - | $6,918 | 3.05% | +0.371% |
| BINC iShares Flexible Income Active ETF | 6,124 | $320,934.49 | $318,386.76 | - | -$2,547.73 | -0.79% | -0.077% |
| BLK BlackRock, Inc. | 552 | $561,805.82 | $601,895.29 | - | $40,089.47 | 7.14% | -0.727% |
| BND Vanguard Total Bond Market Index Fund | 6,077 | $446,113 | $438,941.71 | - | -$7,171.29 | -1.61% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 1,684 | $615,322.69 | $861,433.36 | - | $246,110.67 | 40% | +0.365% |
| CARR Carrier Global Corporation | 5,577 | $320,421.3 | $344,714.37 | - | $24,293.07 | 7.58% | +0.684% |
| CGMU Capital Group Municipal Income ETF | 326,095 | $8.89M | $8.8M | - | -$85,081.19 | -0.96% | -0.442% |
| CVSB Calvert Ultra-Short Investment Grade ETF | 10,116 | $512,958.32 | $512,122.5 | - | -$835.82 | -0.16% | -0.335% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 8,690 | $279,552.21 | $352,987.8 | - | $73,435.59 | 26.27% | -0.246% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 28,821 | $1.28M | $1.28M | - | $3,746.29 | 0.29% | +0.361% |
| DFAI Dimensional International Core Equity Market ETF | 87,042 | $2.98M | $3.66M | - | $685,522.51 | 23.01% | -0.637% |
| DFAU Dimensional US Core Equity Market ETF | 110,734 | $4.08M | $5.73M | - | $1.65M | 40.4% | +0.544% |
| DFIC Dimensional International Core Equity Market ETF | 252,631 | $8.89M | $9.62M | - | $737,507.34 | 8.3% | -0.574% |
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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 - $1.84M, Dimensional International Core Equity Market ETF - $890,435.44, Johnson & Johnson - $819,759.51, Schwab U.S. Broad Market ETF - $774,946.04, 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 $5.72M earned over time. The largest contributors to dividend income include Johnson & Johnson - $490,345.89, Capital Group Municipal Income ETF - $462,187.93, iShares Core S&P U.S. Value ETF - $427,975.4, iShares Treasury Floating Rate Bond ETF - $399,379.25, and Schwab U.S. Broad Market ETF - $374,371.16. 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.
