TM
Timothy Monaco Portfolio
Invests via Dechtman Wealth Management, LLC | Managed by Timothy Monaco
Invests via Dechtman Wealth Management, LLC
Managed by Timothy Monaco
Automatically Tracked
Timothy Monaco Profile
Experienced investor and operating executive focused on growth-stage technology and healthcare companies, with a background spanning private equity, corporate development and portfolio operations. Timothy Monaco brings deal execution, strategic M&A and board-level operating experience to growth capital and buyout situations, emphasizing operational improvement, go-to-market scaling and value creation for institutional investors.
Experienced investor and operating executive focused on growth-stage technology and healthcare companies, with a background spanning private equity, corporate development and portfolio operations. Timothy Monaco brings deal execution, strategic M&A and board-level operating experience to growth capital and buyout situations, emphasizing operational improvement, go-to-market scaling and value creation for institutional investors.
Investment Philosophy & Strategy
Combines growth-capital orientation with a buyout-ready operational playbook, targeting technology and healthcare companies where strategic M&A, go-to-market scaling and margin expansion drive upside. Prefers concentrated, board-level investments that leverage hands-on portfolio operations and KPI-driven value creation to shorten time-to-exit. Capital allocation emphasizes follow-on flexibility for scaling winners; risk is managed through operational milestones, staged funding and tight governance. Typical horizon is multi-year growth to liquidity via strategic sale or institutional exit.
Combines growth-capital orientation with a buyout-ready operational playbook, targeting technology and healthcare companies where strategic M&A, go-to-market scaling and margin expansion drive upside. Prefers concentrated, board-level investments that leverage hands-on portfolio operations and KPI-driven value creation to shorten time-to-exit. Capital allocation emphasizes follow-on flexibility for scaling winners; risk is managed through operational milestones, staged funding and tight governance. Typical horizon is multi-year growth to liquidity via strategic sale or institutional exit.
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:
3.61%
Gain
Monthly
0.14%
Yearly
1.72%
Drawdown
41.49%
$656.44M
Equity
Holdings
$656.44M
Investment
$432.08M
$242.29M
Profit -$1.43M
Realized
$17.93M
Unrealized
$224.36M
Dividends
$21.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.43M
Win %
81%
This Week
Compared To Last Week
Gain
-0.2%
Profit
-$1.34M
Win %
81%
This Month
Compared to last month
Gain
0.65%
Profit
$4.26M
Win %
81%
This Year
Compared to last year
Gain
10.44%
Profit
$62.07M
Win %
81%
ABT Abbott Laboratories
+10.41%
+$37,241.78 
SYK Stryker Corporation
+3.6%
+$13,883.6 
UPS United Parcel Service, Inc.
+3.23%
+$10,782.1 
SBUX Starbucks Corporation
+3.21%
+$15,157.12 
UNP Union Pacific Corporation
+3.21%
+$49,319.84 
ADP Automatic Data Processing Inc.
+3.2%
+$7,522.41 
ABBV AbbVie Inc.
+3.14%
+$33,748 
CL Colgate-Palmolive Company
+2.72%
+$5,786.76 
WAL Western Alliance Bancorporation
+2.6%
+$19,520.25 
MRSH Marsh & McLennan Companies, Inc.
+2.56%
+$7,352.16 
PEP PepsiCo, Inc.
+2.27%
+$14,793.24 
WMT Walmart Inc.
+1.93%
+$9,988.51 
SCHD Schwab U.S. Dividend Equity ETF
+1.9%
+$34,157.1 
TGT Target Corporation
+1.82%
+$13,510.53 
V Visa Inc. Class A
+1.75%
+$6,934.65 
BMY Bristol-Myers Squibb Company
+1.7%
+$3,653 
HD The Home Depot, Inc.
+1.65%
+$9,503.4 
PG Procter & Gamble Co
+1.61%
+$11,502.54 
IBM International Business Machines Corporation
+1.44%
+$4,562.81 
MSFT Microsoft Corp.
+1.36%
+$48,249.54 
XOM Exxon Mobil Corporation
+1.3%
+$28,601.1 
AAPL Apple Inc.
+1.12%
+$85,729.28 
EPD Enterprise Products Partners L.P.
+1.11%
+$4,290.69 
XEL Xcel Energy Inc.
+0.91%
+$11,617.92 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.81%
+$7,057.7 
APD Air Products and Chemicals, Inc.
+0.79%
+$2,378.93 
CINF Cincinnati Financial Corporation
+0.78%
+$2,731.7 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$203,564.01 
IWD iShares Russell 1000 Value ETF
+0.69%
+$4,836.5 
EMR Emerson Electric Co.
+0.56%
+$2,912.91 
FISV Fiserv, Inc.
+0.5%
+$547 
MMM 3M Company
+0.49%
+$1,418.84 
VIG Vanguard Dividend Appreciation ETF
+0.48%
+$4,545.95 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.48%
+$4,496.1 
AXP American Express Company
+0.4%
+$3,231.36 
AMP Ameriprise Financial, Inc.
+0.35%
+$877.13 
LMT Lockheed Martin Corporation
+0.3%
+$1,064.46 
AMZN Amazon.com Inc
+0.28%
+$12,214.12 
HON Honeywell International Inc.
+0.21%
+$239.89 
GOOGL Alphabet Inc
+0.18%
+$2,370.02 
MGV Vanguard Mega Cap Value ETF
+0.16%
+$56,580.76 
VB Vanguard Small-Cap ETF
+0.13%
+$21,283.6 
IWR iShares Russell Mid-Cap ETF
+0.11%
+$527.12 
HPQ HP Inc.
+0.04%
+$70.79 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$50.5 
CAT Caterpillar Inc.
-3.71%
-$28,908.36 
NVDA NVIDIA Corporation
-2.43%
-$137,132.16 
IWF iShares Russell 1000 Growth ETF
-1.48%
-$10,255.32 
TSLA Tesla, Inc.
-1.41%
-$5,056.05 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$276,573.98 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$5,503.41 
BA Boeing Company
-0.93%
-$2,850.12 
SCHA Schwab U.S. Small-Cap ETF
-0.77%
-$5,984.23 
YUM Yum! Brands, Inc.
-0.66%
-$1,712.52 
IWL iShares Russell Top 200 ETF
-0.49%
-$22,401.94 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.49%
-$389,412.71 
JPM JPMorgan Chase & Co.
-0.47%
-$9,455.77 
VOO Vanguard S&P 500 ETF
-0.39%
-$470,486.04 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$1,638.63 
IVV iShares Core S&P 500 ETF
-0.38%
-$558,577.7 
SCHX Schwab U.S. Large-Cap ETF
-0.34%
-$8,664.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.3%
-$1,137.95 
CGDV Capital Group Dividend Value ETF
-0.24%
-$197,716.32 
VO Vanguard Mid-Cap ETF
-0.18%
-$78,069.16 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$41,625.99 Events
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Dividends
Dividend Analysis
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| Trades 391 | Longs Won 307/391 78% | Profit Factor 189.78 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.61M |
| Average Win $793,387.86 | Best Trade (Jul 15) $57.82M | Sharpe Ratio -16.32 |
| Average Loss -$15,278.95 | Worst Trade (Jul 15) -$236,499.92 | Z-Score 20.83 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 6d | Expectancy $619,658.93 |
| 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% | 0.14% |
| Consecutive Losing Trades | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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