Daniel Wiener Portfolio
Invests via Nekton Capital Ltd. | Managed by Christophe Aurand, Daniel P. Wiener
Invests via Nekton Capital Ltd.
Managed by Christophe Aurand, Daniel P. Wiener
Automatically Tracked
Daniel Wiener Profile
With extensive experience in the investment management sector, Daniel Wiener is recognized for his significant contributions to corporate leadership and capital markets. His background includes a pivotal role in developing innovative strategies that enhance organizational performance while navigating complex market dynamics. An astute investor-operator, he has successfully guided various funds toward strategic growth initiatives. Wiener's adeptness at identifying emerging trends has positioned him as a thought leader within finance and entrepreneurship circles. His engagements frequently involve collaboration with seasoned professionals across sectors, fostering insights that drive successful outcomes for stakeholders.
With extensive experience in the investment management sector, Daniel Wiener is recognized for his significant contributions to corporate leadership and capital markets. His background includes a pivotal role in developing innovative strategies that enhance organizational performance while navigating complex market dynamics. An astute investor-operator, he has successfully guided various funds toward strategic growth initiatives. Wiener's adeptness at identifying emerging trends has positioned him as a thought leader within finance and entrepreneurship circles. His engagements frequently involve collaboration with seasoned professionals across sectors, fostering insights that drive successful outcomes for stakeholders.
Investment Philosophy & Strategy
Navigating the investment landscape with a blend of operational acumen and market insight, Daniel Wiener exemplifies an entrepreneurial spirit that informs his decision-making. His experience in leadership roles allows him to capitalize on strategic growth opportunities while implementing innovative practices within asset management. By focusing on collaboration across diverse sectors, he unlocks valuable insights that influence effective investment strategies. Wiener's approach emphasizes adaptability in ever-evolving markets, reflecting a commitment to fostering performance-driven cultures aimed at delivering significant returns.
Navigating the investment landscape with a blend of operational acumen and market insight, Daniel Wiener exemplifies an entrepreneurial spirit that informs his decision-making. His experience in leadership roles allows him to capitalize on strategic growth opportunities while implementing innovative practices within asset management. By focusing on collaboration across diverse sectors, he unlocks valuable insights that influence effective investment strategies. Wiener's approach emphasizes adaptability in ever-evolving markets, reflecting a commitment to fostering performance-driven cultures aimed at delivering significant returns.
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:
15.86%
Gain -0.23%
Monthly
-0.07%
Yearly
-0.88%
Drawdown
23.48%
$50.74M
Equity
Holdings
$50.74M
Investment
$49.21M
$17.16M
Profit -$130,801.01
Realized
$15.62M
Unrealized
$1.54M
Dividends
$15.69M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$130,801.01
Win %
48%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$408,044.21
Win %
48%
This Month
Compared to last month
Gain
-4.52%
Profit
-$2.4M
Win %
48%
This Year
Compared to last year
Gain
-1.77%
Profit
-$914,920.58
Win %
48%
COO The Cooper Companies, Inc.
+2.86%
+$38,500 
HDB HDFC Bank Limited ADR
+2.1%
+$32,899.93 
PINS Pinterest, Inc. Class A
+1.83%
+$14,161.45 
REXR Rexford Industrial Realty, Inc.
+0.66%
+$15,129.92 
EA Electronic Arts Inc.
0%
$0 
SW Smurfit WestRock PLC
-2.22%
-$24,387.46 
RIO Rio Tinto Plc Sponsored ADR
-1.28%
-$17,253.74 
UNP Union Pacific Corporation
-1%
-$57,964.26 
IRT Independence Realty Trust Inc.
-0.8%
-$11,187 
TECK Teck Resources Ltd.
-0.8%
-$32,403.8 
PLD Prologis Inc.
-0.64%
-$41,724.13 
VNQ Vanguard Real Estate ETF
-0.63%
-$10,684.42 
DHR Danaher Corporation
-0.58%
-$14,916.21 
UDR UDR Inc.
-0.36%
-$16,570.62 
ALC Alcon Inc.
-0.14%
-$2,461.68 
MDT Medtronic plc
-0.03%
-$1,620 
INVH Invitation Homes Inc.
-0.02%
-$196.43 
EL The Estée Lauder Companies Inc. Class A
-0.01%
-$247.53 Events
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Dividends
Dividend Analysis
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| Trades 200 | Longs Won 94/200 47% | Profit Factor 1.19 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.89M |
| Average Win $1.14M | Best Trade (Dec 31) $10.21M | Sharpe Ratio -9.75 |
| Average Loss -$847,960.5 | Worst Trade (Jun 29) -$6.37M | Z-Score -1.73 (92.87%) |
| Commissions $0 | Avg. Trade Length 8m 2d | Expectancy $85,786.57 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 60 | 54 | 48 | 42 | 36 | 30 | 24 | 18 | 12 | 6 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ALC Alcon Inc. | 27,352 | $2.41M | $1.78M | - | -$634,292.88 | -26.27% | -0.138% |
| COO The Cooper Companies, Inc. | 25,000 | $1.71M | $1.38M | - | -$331,000 | -19.31% | +2.864% |
| DHR Danaher Corporation | 12,127 | $2.4M | $2.56M | - | $157,772.39 | 6.56% | -0.579% |
| EA Electronic Arts Inc. | 15,954 | $3.22M | $3.35M | - | $127,632 | 3.97% | 0.0 |
| EL The Estée Lauder Companies Inc. Class A | 49,507 | $4.72M | $4.65M | - | -$74,483.25 | -1.58% | -0.005% |
| HDB HDFC Bank Limited ADR | 69,263 | $2.37M | $1.6M | - | -$763,624.58 | -32.27% | +2.096% |
| INVH Invitation Homes Inc. | 39,285 | $1.15M | $1.07M | - | -$85,837.73 | -7.45% | -0.018% |
| IRT Independence Realty Trust Inc. | 93,225 | $1.53M | $1.39M | - | -$136,108.5 | -8.91% | -0.797% |
| MDT Medtronic plc | 54,000 | $5.14M | $5.01M | - | -$135,000 | -2.62% | -0.032% |
| PINS Pinterest, Inc. Class A | 42,273 | $1.43M | $788,180.08 | - | -$637,372.58 | -44.71% | +1.83% |
| PLD Prologis Inc. | 48,517 | $5.16M | $6.52M | - | $1.36M | 26.26% | -0.636% |
| REXR Rexford Industrial Realty, Inc. | 59,333 | $2.44M | $2.3M | - | -$143,882.53 | -5.9% | +0.664% |
| RIO Rio Tinto Plc Sponsored ADR | 13,748 | $907,505.48 | $1.33M | - | $423,094.7 | 46.62% | -1.28% |
| SW Smurfit WestRock PLC | 24,146 | $1.09M | $1.07M | - | -$13,967.28 | -1.28% | -2.221% |
| TECK Teck Resources Ltd. | 62,315 | $2.45M | $4.03M | - | $1.58M | 64.61% | -0.797% |
| UDR UDR Inc. | 132,565 | $5.26M | $4.52M | - | -$744,178.8 | -14.14% | -0.365% |
| UNP Union Pacific Corporation | 20,482 | $4.17M | $5.73M | - | $1.56M | 37.33% | -1.002% |
| VNQ Vanguard Real Estate ETF | 17,957 | $1.64M | $1.67M | - | $32,232.81 | 1.96% | -0.634% |
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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 Daniel Wiener?
The largest contributions to the portfolio's profits come from the following stocks: Emerson Electric Co - $16.98M, PTC Inc - $14.94M, Union Pacific Corporation - $14.94M, Alcon Inc - $11.33M, and UDR Inc - $8.55M. 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: QIAGEN N.V - $10.46M, The Estée Lauder Companies Inc. Class A - $9.33M, Maravai Lifesciences Holdings Inc - $7.62M, Terminix Global Holdings, Inc - $6.31M, and Dollar General Corporation - $6.28M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Wiener's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.69M earned over time. The largest contributors to dividend income include Union Pacific Corporation - $2.3M, UDR Inc - $2.17M, Exelon Corporation - $1.55M, Emerson Electric Co - $1.27M, and Albertsons Companies, Inc - $696,361.68. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Wiener's monthly returns?
Daniel Wiener'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 Daniel Wiener's strategy be considered aggressive or moderate?
Daniel Wiener'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 Daniel Wiener's strategy?
Daniel Wiener'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.
