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:
56.57%
Gain +0.46%
Monthly
1.35%
Yearly
17.42%
Drawdown
25.91%
$210.86M
Equity
Holdings
$210.86M
Investment
$154.11M
$72.14M
Profit +$722,608.49
Realized
$15.39M
Unrealized
$56.75M
Dividends
$9.71M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$722,608.49
Win %
67%
This Week
Compared To Last Week
Gain
1.27%
Profit
$2.64M
Win %
67%
This Month
Compared to last month
Gain
4.74%
Profit
$9.54M
Win %
67%
This Year
Compared to last year
Gain
11.46%
Profit
$21.68M
Win %
71%
FMX Fomento Economico Mexicano S.A.B. de C.V. ADR
+4.9%
+$296.25 
FMC FMC Corporation
+4.54%
+$5.1 
HONA Honeywell Aerospace Inc.
+3.74%
+$3,202.5 
CNX CNX Resources Corporation
+3.23%
+$504 
OIS Oil States International Inc.
+3.21%
+$85,633.59 
EXE Expand Energy Corporation
+3.12%
+$14,231.7 
RRC Range Resources Corporation
+2.97%
+$3,813 
CHRD Chord Energy Corp
+2.91%
+$8,043.84 
VSNT Versant Media Group, Inc.
+2.86%
+$1,849.62 
KMI Kinder Morgan, Inc.
+2.83%
+$5,839.47 
IDXX IDEXX Laboratories, Inc.
+2.82%
+$77.2 
TTE TotalEnergies SE
+2.78%
+$258.3 
BP BP p.l.c. Sponsored ADR
+2.66%
+$464.4 
CNQ Canadian Natural Resources Limited
+2.64%
+$40,495.83 
SLB Schlumberger Limited
+2.64%
+$81,547.73 
COP ConocoPhillips
+2.47%
+$13,790 
APA APA Corporation
+2.4%
+$238.35 
NBR Nabors Industries Ltd.
+2.4%
+$194,563.21 
DEO Diageo plc Sponsored ADR
+2.37%
+$2,310 
FANG Diamondback Energy Inc
+2.35%
+$368.4 
SWKS Skyworks Solutions Inc.
+2.34%
+$962 
EOG EOG Resources, Inc.
+2.34%
+$1,853.8 
RTX RTX Corporation
+2.3%
+$18,232 
SHEL Shell plc
+2.25%
+$9,716.1 
IMO Imperial Oil Limited
+2.21%
+$35,325.45 
PM Philip Morris International Inc.
+2.13%
+$63.75 
GEF Greif Inc.
+2.12%
+$195.5 
PEP PepsiCo, Inc.
+2.07%
+$5,086.98 
LBRT Liberty Energy Inc.
+2.04%
+$10,743.32 
VAL Valaris Limited
+2.03%
+$200,647.6 
HAL Halliburton Company
+2.02%
+$34,374.51 
AEP American Electric Power Company, Inc.
+2%
+$373.5 
POST Post Holdings Inc.
+1.97%
+$13,735.67 
UL Unilever PLC Sponsored American Depositary Receipt
+1.96%
+$2,123.44 
PTEN Patterson-UTI Energy Inc.
+1.9%
+$27,660.61 
OIH VanEck Oil Services ETF
+1.88%
+$4,604.65 
CVX Chevron Corporation
+1.88%
+$12,234.78 
CMCSA Comcast Corp
+1.86%
+$35,014.68 
DVN Devon Energy Corporation
+1.84%
+$2,399.16 
SO The Southern Company
+1.79%
+$35.2 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.78%
+$17,350 
SU Suncor Energy Inc.
+1.74%
+$6,838 
FCNCA First Citizens BancShares, Inc.
+1.73%
+$108.78 
XLE Energy Select Sector SPDR Fund
+1.72%
+$5,056.32 
WFRD Weatherford International plc
+1.72%
+$662.7 
MDLZ Mondelez International, Inc.
+1.71%
+$675 
VDE Vanguard Energy ETF
+1.71%
+$400.05 
BUD Anheuser-Busch InBev S.A. ADR
+1.71%
+$973 
OXY Occidental Petroleum Corporation
+1.7%
+$520.15 
AMT American Tower Corporation
+1.64%
+$402.3 
NEM Newmont Corporation
+1.63%
+$43,256.43 
NOV Nov Inc.
+1.61%
+$11,900.4 
SOBO South Bow Corporation
+1.58%
+$33.7 
C Citigroup Inc.
+1.56%
+$913.92 
XES SPDR S&P Oil & Gas Equipment & Services ETF
+1.47%
+$176.53 
SBSW Sibanye Stillwater Ltd - ADR
+1.46%
+$2,336.09 
EPD Enterprise Products Partners L.P.
+1.43%
+$4,704.75 
JPM JPMorgan Chase & Co.
+1.42%
+$21,088.13 
WFC Wells Fargo & Company
+1.41%
+$3,829.41 
COF Capital One Financial Corporation
+1.4%
+$6,668.1 
ET Energy Transfer L.P.
+1.38%
+$1,511.12 
HDB HDFC Bank Limited ADR
+1.38%
+$32.5 
KO The Coca-Cola Company
+1.36%
+$363.75 
VTRS Viatris Inc.
+1.32%
+$235.68 
OTIS Otis Worldwide Corporation
+1.29%
+$177.45 
CHTR Charter Communications Inc
+1.29%
+$2.84 
GD General Dynamics Corporation
+1.29%
+$369.75 
ALL Allstate Corporation
+1.28%
+$246 
COST Costco Wholesale Corporation
+1.28%
+$10,841.32 
MO Altria Group, Inc.
+1.27%
+$94 
LIN Linde plc
+1.24%
+$10,796.37 
ROK Rockwell Automation, Inc.
+1.24%
+$15.68 
MRK Merck & Co., Inc.
+1.09%
+$1,346.16 
AON Aon plc
+1.07%
+$3.08 
PGR Progressive Corporation
+1.06%
+$1,230.34 
HLT Hilton Worldwide Holdings Inc.
+1.06%
+$18.2 
STZ Constellation Brands, Inc.
+1.04%
+$101.25 
HD The Home Depot, Inc.
+1.02%
+$4,945.5 
ZTS Zoetis Inc.
+1.01%
+$383.15 
VZ Verizon Communications Inc.
+0.98%
+$541.58 
SDRL Seadrill Limited
+0.95%
+$34,053.36 
RYN Rayonier Inc.
+0.95%
+$1,465.56 
LOW Lowe's Companies Inc.
+0.94%
+$4,648.2 
WHR Whirlpool Corporation
+0.93%
+$583.96 
PG Procter & Gamble Co
+0.93%
+$592.18 
LLY Eli Lilly and Company
+0.9%
+$729.3 
AAPL Apple Inc.
+0.89%
+$13,298 
CARR Carrier Global Corporation
+0.87%
+$643.2 
SYK Stryker Corporation
+0.85%
+$287.5 
CDE Coeur Mining, Inc.
+0.84%
+$128.83 
VDC VANGUARD CONSUMER STAPLES ETF
+0.84%
+$5.89 
NKE Nike, Inc. - Class B
+0.83%
+$496 
ITW Illinois Tool Works Inc.
+0.83%
+$4,558.4 
MKL Markel Group Inc.
+0.81%
+$2,732.4 
CL Colgate-Palmolive Company
+0.8%
+$8.14 
SGDM Sprott Gold Miners ETF
+0.78%
+$1,753.75 
BNY BlackRock New York Municipal Income Trust
+0.77%
+$10.9 
SCHD Schwab U.S. Dividend Equity ETF
+0.76%
+$25.22 
ADI Analog Devices, Inc.
+0.76%
+$10,627.17 
GOEX Global X Gold Explorers ETF
+0.76%
+$292.46 
RIO Rio Tinto Plc Sponsored ADR
+0.75%
+$113.4 
FISV Fiserv, Inc.
+0.74%
+$2,202.97 
ABBV AbbVie Inc.
+0.71%
+$6,111.24 
MRSH Marsh & McLennan Companies, Inc.
+0.7%
+$593.43 
DOW Dow Inc.
+0.69%
+$143.5 
GMOI GMO International Value ETF
+0.69%
+$5,874 
CI The Cigna Group
+0.65%
+$62.56 
PH Parker-Hannifin Corporation
+0.65%
+$1,183.7 
KHC The Kraft Heinz Company
+0.64%
+$186 
DIS The Walt Disney Company
+0.61%
+$5,791.56 
PAAS Pan American Silver Corp.
+0.59%
+$4,886.18 
V Visa Inc. Class A
+0.59%
+$1,085.6 
DFIV Dimensional International Value ETF
+0.59%
+$66 
BRK-B Berkshire Hathaway Inc.
+0.59%
+$2,901.36 
ZBH Zimmer Biomet Holdings, Inc.
+0.58%
+$1,122 
BRK-A Berkshire Hathaway Inc.
+0.58%
+$4,604.01 
SCHY Schwab International Dividend Equity ETF
+0.58%
+$679.82 
T AT&T Inc.
+0.57%
+$104.49 
WMT Walmart Inc.
+0.56%
+$278.08 
CB Chubb Limited
+0.56%
+$3,668.12 
DINO HF Sinclair Corporation
+0.53%
+$37,296.6 
PYPL PayPal Holdings Inc
+0.53%
+$24,813.9 
FSM Fortuna Mining Corp
+0.52%
+$99 
CTVA Corteva Inc.
+0.51%
+$338.39 
BAC Bank of America Corporation
+0.5%
+$960.44 
TSI TCW Strategic Income Fund Inc.
+0.48%
+$15,102.28 
VLO Valero Energy Corporation
+0.47%
+$9,229.51 
PAGP Plains GP Holdings, L.P.
+0.46%
+$3.12 
AXP American Express Company
+0.46%
+$7.2 
PFE Pfizer Inc.
+0.44%
+$292.24 
PPG PPG Industries Inc.
+0.44%
+$141 
SOLS Sollensys Corp
+0.42%
+$64.25 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.41%
+$476 
MCK McKesson Corporation
+0.41%
+$308.56 
SOR Source Capital
+0.4%
+$17,921.7 
OR OR ROYALTIES INC COMMON STOCK
+0.36%
+$1,480.62 
GXO GXO Logistics Inc.
+0.35%
+$158.4 
CRC California Resources Corp
+0.34%
+$16,427.34 
DISV Dimensional International Small Cap Equity Fund
+0.34%
+$50.17 
NEXT NextDecade Corporation
+0.33%
+$2,114.6 
VYMI Vanguard International High Dividend Yield Index Fund
+0.31%
+$124.84 
VYM Vanguard High Dividend Yield ETF
+0.31%
+$517.44 
ICE Intercontinental Exchange, Inc.
+0.3%
+$1,948.8 
BTT BlackRock Municipal 2030 Target Term Trust
+0.3%
+$7,435.15 
VTV Vanguard Value ETF
+0.29%
+$399.75 
SLVR Sprott Silver Miners & Physical Silver ETF
+0.28%
+$1,245.86 
AMGN Amgen Inc.
+0.27%
+$2,908.12 
GMOD GMO Dynamic Allocation ETF
+0.26%
+$1,468.32 
SABA Saba Capital Income & Opportunities Fund II
+0.26%
+$5,027.16 
MCD McDonald's Corporation
+0.25%
+$87 
MPC Marathon Petroleum Corporation
+0.24%
+$61.74 
GVLU Gotham 1000 Value ETF
+0.24%
+$435.39 
TFPM Triple Flag Precious Metals Corp
+0.23%
+$1,080.73 
FXY Invesco CurrencyShares Japanese Yen Trust
+0.22%
+$6,388.72 
SBUX Starbucks Corporation
+0.19%
+$326.7 
SNY Sanofi American Depositary Receipt
+0.17%
+$237.16 
BA Boeing Company
+0.16%
+$247.05 
ABEV Ambev S.A.
+0.15%
+$20.5 
NG NovaGold Resources Inc.
+0.15%
+$725.47 
GAP Gap Inc.
+0.15%
+$35 
OGN Organon & Co.
+0.14%
+$0.9 
EMF Templeton Emerging Markets Fund
+0.14%
+$75 
IVE ISHARES S&P 500 VALUE ETF
+0.14%
+$605.55 
CAH Cardinal Health Inc.
+0.13%
+$91 
FCX Freeport-McMoRan Inc.
+0.11%
+$904.4 
GDX VanEck Gold Miners ETF
+0.1%
+$617.15 
FUND Sprott Focus Trust, Inc.
+0.1%
+$84.9 
WWW Wolverine World Wide Inc.
+0.1%
+$18 
NVDA NVIDIA Corporation
+0.1%
+$42 
CVS CVS Health Corporation
+0.09%
+$1.19 
IBTH iShares iBonds Dec 2027 Term
+0.07%
+$67.02 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$2.12 
HYI Western Asset High Yield Defined Opportunity Fund Inc.
+0.05%
+$84.5 
MA Mastercard Incorporated
+0.05%
+$531.03 
GDXJ VanEck Junior Gold Miners ETF
+0.05%
+$247.15 
NTGR Netgear Inc.
+0.04%
+$623.4 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$14.68 
PPLT abrdn Physical Platinum Shares ETF
+0.03%
+$5.4 
TDW Tidewater Inc.
+0.03%
+$1,086.2 
EWJV iShares MSCI Japan Value ETF
+0.03%
+$18.75 
IBTI iShares iBonds Dec 2028 Term ETF
+0.03%
+$15.59 
VGSH Vanguard Short-Term Treasury Fund
+0.03%
+$982.68 
BSX Boston Scientific Corporation
+0.02%
+$0.37 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$487.87 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$362.64 
ABT Abbott Laboratories
+0.01%
+$10.8 
IBTJ iShares iBonds Dec 2029 Term Fund
0%
+$3.6 
NTCXF Natcore Technology Inc.
0%
$0 
QRVO Qorvo Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FLJP Franklin FTSE Japan ETF
0%
$0 
BCHI GMO Beyond China ETF
0%
$0 
GLBKV GCI Liberty, Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 VUSV
VUSV
0%
$0 NE
NE
0%
$0 
AVAT Avalanche Treasury Corporation
-8.99%
-$149.5 
PANW Palo Alto Networks, Inc.
-7.76%
-$7,182.48 
RKLB Rocket Lab Corporation
-6.14%
-$1,762.8 
OKLO Oklo Inc.
-5.46%
-$164 
HPE Hewlett Packard Enterprise Company
-5.41%
-$4,149.53 
PATH Uipath Inc.
-4.92%
-$607.5 
ZM Zoom Video Communications, Inc.
-4.15%
-$114.52 
INTC Intel Corporation
-3.99%
-$11,248.76 
NICE Nice Ltd. Sponsored ADR
-3.58%
-$31,031.09 
FTRE Fortrea Holdings Inc.
-3.08%
-$1,001 
ADBE Adobe Inc.
-2.66%
-$187.6 
SOLV Solventum Corporation
-2.62%
-$1,150 
META Meta Platforms Inc Class A
-2.49%
-$2,792.24 
BIO Bio-Rad Laboratories Inc.
-2.43%
-$26,471.31 
INTU Intuit Inc.
-2%
-$10,128.62 
WAT Waters Corporation
-2%
-$3,574.61 
MSFT Microsoft Corp.
-1.95%
-$114,211.21 
GOOGL Alphabet Inc
-1.69%
-$44,088.6 
LH Labcorp Holdings Inc.
-1.68%
-$7,829.25 
WKC World Kinect Corporation
-1.6%
-$324.5 
PBF PBF Energy Inc.
-1.6%
-$303,452.29 
VSXY Victoria's Secret & Co.
-1.59%
-$1,800 
GOOG Alphabet Inc
-1.59%
-$9,827.62 
DGII Digi International Inc.
-1.59%
-$170.75 
EXPD Expeditors International of Washington, Inc.
-1.57%
-$622 
DE Deere & Company
-1.48%
-$18,249.35 
UNH UnitedHealth Group Incorporated
-1.47%
-$2,057.12 
CNC Centene Corporation
-1.45%
-$83,385.8 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$8,453.89 
BDX Becton, Dickinson and Company
-1.28%
-$28,759.38 
RMD ResMed Inc.
-1.26%
-$2,841.15 
HCSG Healthcare Services Group Inc.
-1.17%
-$0.25 
DXC Dxc Technology Co.
-1.12%
-$40,593.42 
IQV IQVIA Holdings Inc.
-1.11%
-$1,328.8 
VRTX Vertex Pharmaceuticals Incorporated
-1.06%
-$43.04 
RMT Royce Micro-Cap Trust, Inc.
-1.05%
-$302.4 
ALK Alaska Air Group Inc.
-1.04%
-$9,372.7 
MAT Mattel Inc.
-1.04%
-$1,800 
VWO Vanguard FTSE Emerging Markets ETF
-1.03%
-$290.4 
FIS Fidelity National Information Services, Inc.
-1.02%
-$6,051.72 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$32.9 
ODFL Old Dominion Freight Line, Inc.
-0.93%
-$8.8 
EMBC Embecta Corp.
-0.93%
-$1.08 
AMZN Amazon.com Inc
-0.93%
-$12,154 
WFG West Fraser Timber Co. Ltd.
-0.81%
-$34.45 
TEI Templeton Emerging Markets Income Fund
-0.81%
-$5.06 
BME BlackRock Health Sciences Opportunities Portfolio
-0.78%
-$70 
UPS United Parcel Service, Inc.
-0.78%
-$13.77 
IBM International Business Machines Corporation
-0.71%
-$166.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.67%
-$37.85 
JOF Japan Smaller Capitalization Fund Inc.
-0.66%
-$7,901.12 
DTF DTF Tax-Free Income 2028 Trust
-0.61%
-$21,538.23 
MOS Mosaic Company
-0.61%
-$31.05 
ETX Eaton Vance Municipal Income 2028 Term Trust
-0.6%
-$4.62 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$385.9 
VOO Vanguard S&P 500 ETF
-0.59%
-$70.89 
OMC Omnicom Group Inc.
-0.58%
-$27.26 
IJH iShares Core S&P Mid-Cap ETF
-0.58%
-$871.25 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.58%
-$23.87 
VFL abrdn National Municipal Income Fund
-0.58%
-$1,476 
GILD Gilead Sciences Inc.
-0.55%
-$2,557.8 
GIL Gildan Activewear Inc.
-0.52%
-$244.2 
VBF Invesco Bond Fund
-0.52%
-$4,615.12 
DHR Danaher Corporation
-0.52%
-$70.8 
UNP Union Pacific Corporation
-0.51%
-$3,500.18 
CSX CSX Corporation
-0.44%
-$3,921.6 
SHRT Gotham Short Strategies ETF
-0.43%
-$1,449.25 
ECL Ecolab Inc.
-0.41%
-$184.45 
SHW The Sherwin-Williams Company
-0.41%
-$143.85 
BKNG Booking Holdings Inc.
-0.39%
-$292.5 
VLTO Veralto Corporation
-0.39%
-$7.41 
KD Kyndryl Holdings Inc.
-0.38%
-$4,468.65 
HP Helmerich & Payne Inc.
-0.38%
-$3,824.27 
PSLV Sprott Physical Silver Trust
-0.35%
-$144.62 
PLD Prologis Inc.
-0.32%
-$153.9 
REGN Regeneron Pharmaceuticals, Inc.
-0.32%
-$408.13 
AAAU Goldman Sachs Physical Gold ETF
-0.3%
-$937.5 
IWS iShares Russell Mid-Cap Value ETF
-0.3%
-$74 
BG Bunge Global S.A.
-0.28%
-$10.5 
BNDX Vanguard Total International Bond ETF
-0.27%
-$3.75 
GS The Goldman Sachs Group, Inc.
-0.25%
-$1,248.75 
LEVI Levi Strauss & Co.
-0.22%
-$87.97 
NSC Norfolk Southern Corporation
-0.21%
-$1,343.98 
SNN Smith & Nephew plc ADR
-0.21%
-$117.42 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.2%
-$115.5 
CEF Sprott Physical Gold and Silver Trust
-0.2%
-$197.04 
B BARRICK MINING CORP Common Stock (ABR0)
-0.17%
-$1,484.98 
GIS General Mills, Inc.
-0.17%
-$16.94 
NVO Novo Nordisk A/S Sponsored ADR
-0.17%
-$4,417.4 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$2.6 
BND Vanguard Total Bond Market Index Fund
-0.15%
-$8.75 
AGI Alamos Gold Inc.
-0.14%
-$74.7 
PRF Invesco FTSE RAFI US 1000 ETF
-0.13%
-$375 
CP Canadian Pacific Kansas City Limited
-0.13%
-$321.77 
ELV Elevance Health, Inc.
-0.12%
-$4,900.93 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.11%
-$5,142.8 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$599.3 
TIPZ PIMCO Broad U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$1,058.7 
NDAQ Nasdaq, Inc.
-0.09%
-$660 
BMY Bristol-Myers Squibb Company
-0.07%
-$54.4 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.06%
-$33.87 
VFVA Vanguard U.S. Value Factor Fund
-0.05%
-$728.87 
AEM Agnico Eagle Mines Limited
-0.02%
-$157.36 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$12.66 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1426 | Longs Won 973/1426 68% | Profit Factor 5.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,919.1 |
| Average Win $90,560.63 | Best Trade (Oct 15) $9.49M | Sharpe Ratio -127.34 |
| Average Loss -$35,257.88 | Worst Trade (Mar 31) -$2.52M | Z-Score 5.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 4d | Expectancy $50,591.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,988 | 5,389 | 4,790 | 4,192 | 3,593 | 2,994 | 2,395 | 1,796 | 1,198 | 599 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 7,500 | $195,188 | $307,687.5 | - | $112,499.5 | 57.64% | -0.304% |
| AAPL Apple Inc. | 4,360 | $839,430.76 | $1.5M | - | $664,987.24 | 79.22% | +0.892% |
| ABBV AbbVie Inc. | 3,048 | $472,348.14 | $869,914.44 | - | $397,566.3 | 84.17% | +0.707% |
| ABEV Ambev S.A. | 4,100 | $8,404.99 | $13,386.5 | - | $4,981.51 | 59.27% | +0.153% |
| ABT Abbott Laboratories | 1,080 | $123,131 | $113,065.2 | - | -$10,065.8 | -8.17% | +0.01% |
| ADBE Adobe Inc. | 28 | $10,833 | $6,859.16 | - | -$3,973.84 | -36.68% | -2.662% |
| ADI Analog Devices, Inc. | 3,456 | $686,223 | $1.41M | - | $720,455.4 | 104.99% | +0.761% |
| AEM Agnico Eagle Mines Limited | 3,934 | $215,779.9 | $737,703.68 | - | $521,923.78 | 241.88% | -0.021% |
| AEP American Electric Power Company, Inc. | 150 | $15,390 | $19,017 | - | $3,627 | 23.57% | +2.003% |
| AGI Alamos Gold Inc. | 1,660 | $33,100.12 | $53,012.1 | - | $19,911.98 | 60.16% | -0.141% |
| ALK Alaska Air Group Inc. | 24,665 | $1.22M | $890,899.8 | - | -$327,928.14 | -26.91% | -1.041% |
| ALL Allstate Corporation | 80 | $15,171.81 | $19,414 | - | $4,242.19 | 27.96% | +1.283% |
| AMGN Amgen Inc. | 2,507 | $734,704.8 | $1.09M | - | $356,316.53 | 48.5% | +0.267% |
| AMT American Tower Corporation | 135 | $31,396 | $24,885.9 | - | -$6,510.1 | -20.74% | +1.643% |
| AMZN Amazon.com Inc | 5,150 | $800,298.26 | $1.3M | - | $499,561.74 | 62.42% | -0.926% |
| AON Aon plc | 1 | $346 | $289.87 | - | -$56.13 | -16.22% | +1.072% |
| APA APA Corporation | 210 | $5,136.87 | $10,156.65 | - | $5,019.78 | 97.72% | +2.403% |
| AVAT Avalanche Treasury Corporation | 1,250 | $626 | $1,513 | - | $887 | 141.69% | -8.992% |
| AXP American Express Company | 5 | $1,345 | $1,576.55 | - | $231.55 | 17.22% | +0.459% |
| AZN AstraZeneca PLC American Depositary Shares | 20 | $3,944 | $3,300.7 | - | -$643.3 | -16.31% | -0.987% |
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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 - $1.38M, 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 - $446,246.77, Patterson-UTI Energy Inc - $267,299.45, 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 $9.71M earned over time. The largest contributors to dividend income include PBF Energy Inc - $1.31M, Vanguard Intermediate-Term Treasury Fund - $663,798.99, Vanguard Short-Term Treasury Fund - $625,905.46, California Resources Corp - $491,938.71, 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.
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