Rob Dainard Portfolio
Invests via Hara Capital LLC | Managed by Robert J. Dainard
Invests via Hara Capital LLC
Managed by Robert J. Dainard
Automatically Tracked
Rob Dainard Profile
Senior technology operator and seed-to-growth investor with strong focus on SaaS and fintech who helps scale product, engineering and GTM functions for venture-backed companies. Rob Dainard combines hands-on operating leadership with angel and early-stage investing, advising founders on rapid customer acquisition, metrics-driven product development and hiring senior engineering leaders. Market-oriented, active in Bay Area startup ecosystem.
Senior technology operator and seed-to-growth investor with strong focus on SaaS and fintech who helps scale product, engineering and GTM functions for venture-backed companies. Rob Dainard combines hands-on operating leadership with angel and early-stage investing, advising founders on rapid customer acquisition, metrics-driven product development and hiring senior engineering leaders. Market-oriented, active in Bay Area startup ecosystem.
Investment Philosophy & Strategy
Combines operational leadership with seed-to-growth investing, prioritizing SaaS and fintech founders addressing clear revenue pathways. Targets early-stage rounds where capital plus hands-on product, engineering and GTM support accelerate metric-driven customer acquisition and unit-economics improvement. Capital allocation favors concentrated, high-conviction bets with active board/advisor roles, 3–7+ year growth horizons, disciplined milestone-based follow-on commitments, and an emphasis on hiring senior engineering leaders to de-risk scaling execution.
Combines operational leadership with seed-to-growth investing, prioritizing SaaS and fintech founders addressing clear revenue pathways. Targets early-stage rounds where capital plus hands-on product, engineering and GTM support accelerate metric-driven customer acquisition and unit-economics improvement. Capital allocation favors concentrated, high-conviction bets with active board/advisor roles, 3–7+ year growth horizons, disciplined milestone-based follow-on commitments, and an emphasis on hiring senior engineering leaders to de-risk scaling execution.
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:
57.64%
Gain +0.61%
Monthly
1.43%
Yearly
18.6%
Drawdown
25.91%
$212.04M
Equity
Holdings
$212.04M
Investment
$154.1M
$73.33M
Profit +$997,088.09
Realized
$15.39M
Unrealized
$57.94M
Dividends
$9.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.61%
Profit
$997,088.09
Win %
70%
This Week
Compared To Last Week
Gain
0.77%
Profit
$1.63M
Win %
70%
This Month
Compared to last month
Gain
0.47%
Profit
$997,088.09
Win %
70%
This Year
Compared to last year
Gain
12.09%
Profit
$22.86M
Win %
73%
NE
NE
+32.08%
+$1.04M 
VSCO Victoria's Secret & Co.
+12.06%
+$13,450 
VFL abrdn National Municipal Income Fund
+9.06%
+$23,124 
MCK McKesson Corporation
+2.49%
+$1,664.4 BAM
BAM
+2.46%
+$524.46 
SATS EchoStar Corporation
+2.44%
+$12,385.05 
AVAT Avalanche Treasury Corporation
+2.4%
+$10.12 
COP ConocoPhillips
+2.35%
+$11,386.6 
SBUX Starbucks Corporation
+1.92%
+$3,618 
GIL Gildan Activewear Inc.
+1.77%
+$1,132.2 
BSX Boston Scientific Corporation
+1.45%
+$27.01 
FANG Diamondback Energy Inc
+1.38%
+$219.2 
SOLS Sollensys Corp
+1.31%
+$203.03 
LOW Lowe's Companies Inc.
+1.08%
+$6,019.8 
ABT Abbott Laboratories
+1.01%
+$1,188 
OIH VanEck Oil Services ETF
+0.96%
+$2,570.04 
RRC Range Resources Corporation
+0.94%
+$1,178 
CVX Chevron Corporation
+0.9%
+$5,190.5 
VLTO Veralto Corporation
+0.89%
+$16.34 
SU Suncor Energy Inc.
+0.88%
+$2,860 
EOG EOG Resources, Inc.
+0.83%
+$613.6 
META Meta Platforms Inc Class A
+0.71%
+$638.4 
BP BP p.l.c. Sponsored ADR
+0.65%
+$100.8 
DIS The Walt Disney Company
+0.34%
+$2,980.95 
NSC Norfolk Southern Corporation
+0.2%
+$1,247.98 
BA Boeing Company
+0.19%
+$364.51 
PM Philip Morris International Inc.
+0.12%
+$3.3 
BNDX Vanguard Total International Bond ETF
+0.06%
+$0.9 
SHRT Gotham Short Strategies ETF
0%
+$4.91 
GVLU Gotham 1000 Value ETF
0%
+$2.52 
ABBV AbbVie Inc.
0%
$0 
ABEV Ambev S.A.
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AGI Alamos Gold Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
ALK Alaska Air Group Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.03 
AMT American Tower Corporation
0%
$0 
APA APA Corporation
0%
$0 
AXP American Express Company
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BG Bunge Global S.A.
0%
$0 
BIO Bio-Rad Laboratories Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CB Chubb Limited
0%
+$0.02 
CDE Coeur Mining, Inc.
0%
$0 
CHTR Charter Communications Inc
0%
$0 
CHRD Chord Energy Corp
0%
$0 
CI The Cigna Group
0%
$0 
CMCSA Comcast Corp
0%
$0 
CNC Centene Corporation
0%
$0 
CNQ Canadian Natural Resources Limited
0%
$0 
COF Capital One Financial Corporation
0%
$0 
CNX CNX Resources Corporation
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRC California Resources Corp
0%
$0 
CSX CSX Corporation
0%
$0 
CTVA Corteva Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
DE Deere & Company
0%
-$0.06 
DEO Diageo plc Sponsored ADR
0%
$0 
DGII Digi International Inc.
0%
$0 
DINO HF Sinclair Corporation
0%
$0 
DHR Danaher Corporation
0%
$0 
DOW Dow Inc.
0%
$0 
DVN Devon Energy Corporation
0%
$0 
ECL Ecolab Inc.
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMBC Embecta Corp.
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
ET Energy Transfer L.P.
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
FIS Fidelity National Information Services, Inc.
0%
$0 
FMC FMC Corporation
0%
$0 
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
0%
$0 
FSM Fortuna Mining Corp
0%
$0 
FTRE Fortrea Holdings Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GEF Greif Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
+$0.01 
GIS General Mills, Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
-$0.01 
HAL Halliburton Company
0%
$0 
HCSG Healthcare Services Group Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDB HDFC Bank Limited ADR
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HP Helmerich & Payne Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
IMO Imperial Oil Limited
0%
+$0.12 
INTC Intel Corporation
0%
$0 
INTU Intuit Inc.
0%
+$0.02 
IQV IQVIA Holdings Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.02 
JPM JPMorgan Chase & Co.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LBRT Liberty Energy Inc.
0%
$0 
LEVI Levi Strauss & Co.
0%
$0 
LH Labcorp Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
$0 
MA Mastercard Incorporated
0%
+$0.03 
MAT Mattel Inc.
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MKL Markel Group Inc.
0%
+$0.01 
MOS Mosaic Company
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
NBR Nabors Industries Ltd.
0%
$0 
NDAQ Nasdaq, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NG NovaGold Resources Inc.
0%
$0 
NEXT NextDecade Corporation
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NOV Nov Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTGR Netgear Inc.
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
OGN Organon & Co.
0%
$0 
OIS Oil States International Inc.
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
OR OR ROYALTIES INC COMMON STOCK
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PATH Uipath Inc.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PBF PBF Energy Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PGR Progressive Corporation
0%
$0 
PG Procter & Gamble Co
0%
$0 
PH Parker-Hannifin Corporation
0%
$0 
PLD Prologis Inc.
0%
$0 
POST Post Holdings Inc.
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PTEN Patterson-UTI Energy Inc.
0%
$0 
PYPL PayPal Holdings Inc
0%
$0 
QRVO Qorvo Inc.
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
$0 
RIO Rio Tinto Plc Sponsored ADR
0%
$0 
RMD ResMed Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RYN Rayonier Inc.
0%
$0 
SBSW Sibanye Stillwater Ltd - ADR
0%
$0 
SHEL Shell plc
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SLB Schlumberger Limited
0%
$0 
SNN Smith & Nephew plc ADR
0%
$0 
SO The Southern Company
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SWKS Skyworks Solutions Inc.
0%
$0 
SYK Stryker Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TDW Tidewater Inc.
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNP Union Pacific Corporation
0%
+$0.02 
UNH UnitedHealth Group Incorporated
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
V Visa Inc. Class A
0%
$0 
VAL Valaris Limited
0%
$0 
VLO Valero Energy Corporation
0%
-$0.04 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WFRD Weatherford International plc
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WFG West Fraser Timber Co. Ltd.
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WKC World Kinect Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
WWW Wolverine World Wide Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
AAAU Goldman Sachs Physical Gold ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
DFIV Dimensional International Value ETF
0%
$0 
DISV Dimensional International Small Cap Equity Fund
0%
+$0.03 
EWJV iShares MSCI Japan Value ETF
0%
$0 
FLJP Franklin FTSE Japan ETF
0%
$0 
FXY Invesco CurrencyShares Japanese Yen Trust
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
GDX VanEck Gold Miners ETF
0%
$0 
GDXJ VanEck Junior Gold Miners ETF
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GOEX Global X Gold Explorers ETF
0%
$0 
IBTI iShares iBonds Dec 2028 Term ETF
0%
$0 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IWS iShares Russell Mid-Cap Value ETF
0%
$0 
PRF Invesco FTSE RAFI US 1000 ETF
0%
-$0.01 
PPLT abrdn Physical Platinum Shares ETF
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHY Schwab International Dividend Equity ETF
0%
$0 
SGDM Sprott Gold Miners ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
0%
+$0.02 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VDE Vanguard Energy ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VFVA Vanguard U.S. Value Factor Fund
0%
+$0.09 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
XES SPDR S&P Oil & Gas Equipment & Services ETF
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
0%
+$0.05 
BME BlackRock Health Sciences Opportunities Portfolio
0%
$0 
SABA Saba Capital Income & Opportunities Fund II
0%
$0 
SDRL Seadrill Limited
0%
$0 
FISV Fiserv, Inc.
0%
$0 
SOLV Solventum Corporation
0%
$0 
OKLO Oklo Inc.
0%
$0 
GAP Gap Inc.
0%
$0 
EXE Expand Energy Corporation
0%
$0 
SOBO South Bow Corporation
0%
$0 
GMOI GMO International Value ETF
0%
$0 
SLVR Sprott Silver Miners & Physical Silver ETF
0%
$0 
BCHI GMO Beyond China ETF
0%
+$1.6 
PSLV Sprott Physical Silver Trust
0%
$0 
GMOD GMO Dynamic Allocation ETF
0%
+$2.04 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
JOF Japan Smaller Capitalization Fund Inc.
0%
$0 
SOR Source Capital
0%
$0 
TSI TCW Strategic Income Fund Inc.
0%
$0 
RMT Royce Micro-Cap Trust, Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BRK-A Berkshire Hathaway Inc.
0%
-$0.21 
EMF Templeton Emerging Markets Fund
0%
$0 
HYI Western Asset High Yield Defined Opportunity Fund Inc.
0%
$0 
VBF Invesco Bond Fund
0%
$0 
WIW Western Asset Inflation-Linked Opportunities Fund
0%
$0 
DTF DTF Tax-Free Income 2028 Trust
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
TEI Templeton Emerging Markets Income Fund
0%
$0 
FUND Sprott Focus Trust, Inc.
0%
$0 
BTT BlackRock Municipal 2030 Target Term Trust
0%
$0 VUSV
VUSV
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
GLBKV GCI Liberty, Inc.
-42.06%
-$3M 
GOOGL Alphabet Inc
-3.84%
-$102,351.13 
AMZN Amazon.com Inc
-2.09%
-$29,972.98 
KD Kyndryl Holdings Inc.
-1.98%
-$24,130.71 
AZN AstraZeneca PLC American Depositary Shares
-1.95%
-$63.2 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$38,057.6 
AAPL Apple Inc.
-1.09%
-$14,606 
DXC Dxc Technology Co.
-0.92%
-$26,189.3 
CL Colgate-Palmolive Company
-0.9%
-$9.24 
MO Altria Group, Inc.
-0.78%
-$51 
CEF Sprott Physical Gold and Silver Trust
-0.71%
-$788.16 
GXO GXO Logistics Inc.
-0.62%
-$278.4 
LIN Linde plc
-0.39%
-$3,410.29 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$209.95 
AON Aon plc
-0.14%
-$0.51 
TFPM Triple Flag Precious Metals Corp
-0.06%
-$308.78 
RKLB Rocket Lab Corporation
-0.04%
-$15.6 
ETX Eaton Vance Municipal Income 2028 Term Trust
-0.03%
-$0.22 
NVDA NVIDIA Corporation
-0.02%
-$10 
TTE TotalEnergies SE
-0.01%
-$1.05 
BKNG Booking Holdings Inc.
-0.01%
-$4.5 
NICE Nice Ltd. Sponsored ADR
-0.01%
-$37.66 
ADI Analog Devices, Inc.
0%
-$17.28 Events
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Dividends
Dividend Analysis
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| Trades 1427 | Longs Won 992/1427 69% | Profit Factor 6.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $323,715.55 |
| Average Win $88,618.1 | Best Trade (Aug 19) $7.49M | Sharpe Ratio -127.72 |
| Average Loss -$33,512.16 | Worst Trade (Mar 31) -$2.52M | Z-Score 8.98 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $51,388.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,329 | 5,696 | 5,063 | 4,430 | 3,797 | 3,165 | 2,532 | 1,899 | 1,266 | 633 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 7,500 | $195,188 | $324,525 | - | $129,337 | 66.26% | 0.0 |
| AAPL Apple Inc. | 4,360 | $839,430.76 | $1.33M | - | $489,976.84 | 58.37% | -1.087% |
| ABBV AbbVie Inc. | 3,048 | $472,348.14 | $755,812.56 | - | $283,464.42 | 60.01% | 0.0 |
| ABEV Ambev S.A. | 4,100 | $8,404.99 | $12,054 | - | $3,649.01 | 43.41% | 0.0 |
| ABT Abbott Laboratories | 1,080 | $123,131 | $118,497.6 | - | -$4,633.4 | -3.76% | +1.013% |
| ADBE Adobe Inc. | 28 | $10,833 | $7,642.88 | - | -$3,190.12 | -29.45% | 0.0 |
| ADI Analog Devices, Inc. | 3,456 | $686,223 | $1.33M | - | $640,621.77 | 93.35% | -0.001% |
| AEM Agnico Eagle Mines Limited | 3,934 | $215,779.9 | $710,008.32 | - | $494,228.42 | 229.04% | 0.0 |
| AEP American Electric Power Company, Inc. | 150 | $15,390 | $18,426 | - | $3,036 | 19.73% | 0.0 |
| AGI Alamos Gold Inc. | 1,660 | $33,100.12 | $55,095.4 | - | $21,995.28 | 66.45% | 0.0 |
| ALK Alaska Air Group Inc. | 24,665 | $1.22M | $1.17M | - | -$53,160.04 | -4.36% | 0.0 |
| ALL Allstate Corporation | 80 | $15,171.81 | $21,573.6 | - | $6,401.79 | 42.2% | 0.0 |
| AMGN Amgen Inc. | 2,507 | $734,704.8 | $1.05M | - | $311,215.6 | 42.36% | 0.0 |
| AMT American Tower Corporation | 135 | $31,396 | $22,829.85 | - | -$8,566.15 | -27.28% | 0.0 |
| AMZN Amazon.com Inc | 5,150 | $800,298.26 | $1.4M | - | $601,892.24 | 75.21% | -2.093% |
| AON Aon plc | 1 | $346 | $356.46 | - | $10.46 | 3.02% | -0.143% |
| APA APA Corporation | 210 | $5,136.87 | $8,614.2 | - | $3,477.33 | 67.69% | 0.0 |
| AVAT Avalanche Treasury Corporation | 1,250 | $626 | $432.62 | - | -$193.38 | -30.89% | +2.396% |
| AXP American Express Company | 5 | $1,345 | $1,694.3 | - | $349.3 | 25.97% | 0.0 |
| AZN AstraZeneca PLC American Depositary Shares | 20 | $3,944 | $3,175 | - | -$769 | -19.5% | -1.952% |
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Option values are updated at end of day.
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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 Rob Dainard?
The largest contributions to the portfolio's profits come from the following stocks: Exxon Mobil Corporation - $3.28M, NE - $1.73M, Expand Energy Corporation - $1.62M, Pan American Silver Corp - $1.37M, and Valaris Limited - $1.22M. 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: Nabors Industries Ltd - $1.7M, Helmerich & Payne Inc - $855,906.21, Chord Energy Corp - $448,667.37, Patterson-UTI Energy Inc - $280,164.85, and GOLD - $217,809.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Rob Dainard's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.15M earned over time. The largest contributors to dividend income include PBF Energy Inc - $1.31M, Vanguard Intermediate-Term Treasury Fund - $632,507.03, Vanguard Short-Term Treasury Fund - $602,923.85, California Resources Corp - $454,977.19, and Exxon Mobil Corporation - $424,820.87. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Rob Dainard's monthly returns?
Rob Dainard'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 Rob Dainard's strategy be considered aggressive or moderate?
Rob Dainard'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 Rob Dainard's strategy?
Rob Dainard's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
