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

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Tracking: 0 Updated: Jun 12 at 08:02 PM

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.

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.

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:

20.71%

Gain +0.86%

Monthly

0.24%

Yearly

2.97%

Drawdown

27.83%

$44.48M

Equity

Holdings

$44.48M

Investment

$42.24M

$36.89M

Profit +$384,467.95

Realized

$34.65M

Unrealized

$2.24M

Dividends

$14.71M

Goals

Avg. 48.5% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

97%

Today

Compared To Yesterday

Gain

0.86%

Profit

$384,467.95

Win %

59%

This Week

Compared To Last Week

Gain

3.06%

Profit

$1.32M

Win %

59%

This Month

Compared to last month

Gain

0.8%

Profit

$350,911.04

Win %

59%

This Year

Compared to last year

Gain

-0.61%

Profit

-$272,478.41

Win %

59%

Gainers
Losers

TECK Teck Resources Ltd.

+1.91%

+$75,712.73

EL The Estée Lauder Companies Inc. Class A

+1.86%

+$81,191.48

RIO Rio Tinto Plc Sponsored ADR

+1.65%

+$23,440.34

UNP Union Pacific Corporation

+1.58%

+$87,048.5

HDB HDFC Bank Limited ADR

+1.53%

+$25,280.99

SW Smurfit WestRock PLC

+1.45%

+$14,970.52

REXR Rexford Industrial Realty, Inc.

+1.11%

+$22,843.21

PLD Prologis Inc.

+1.06%

+$75,686.52

VNQ Vanguard Real Estate ETF

+0.95%

+$16,610.22

INVH Invitation Homes Inc.

+0.75%

+$8,642.7

IRT Independence Realty Trust Inc.

+0.72%

+$11,187

ALC Alcon Inc.

+0.53%

+$9,573.2

EA Electronic Arts Inc.

+0.11%

+$3,509.88

COO

UDR

PINS Pinterest, Inc. Class A

-6.02%

-$54,743.54

DHR Danaher Corporation

-0.35%

-$7,640.01

MDT Medtronic plc

-0.19%

-$8,100

Events

Dividends

Dividend Analysis

No Data

Trades 200	Longs Won 80/200 40%	Profit Factor 1.66
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.69M
Average Win $1.16M	Best Trade (Dec 31) $10.21M	Sharpe Ratio -4.96
Average Loss -$467,956.56	Worst Trade (Sep 30) -$6.33M	Z-Score -1.26 (79.22%)
Commissions $0	Avg. Trade Length 7m 2w 5d	Expectancy $184,474.53

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	<0.01%	0.01%	0.11%	0.57%	2%	5.6%	13.37%	28.4%	55.19%
Consecutive Losing Trades	95	86	76	67	57	48	38	29	19	10