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:
79.69%
Gain -0.94%
Monthly
1.6%
Yearly
20.94%
Drawdown
21.15%
$664.04M
Equity
Holdings
$664.04M
Investment
$432.08M
$249.76M
Profit -$4.43M
Realized
$17.8M
Unrealized
$231.96M
Dividends
$21.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.94%
Profit
-$4.43M
Win %
85%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$3.66M
Win %
85%
This Month
Compared to last month
Gain
-0.66%
Profit
-$4.43M
Win %
85%
This Year
Compared to last year
Gain
11.72%
Profit
$69.67M
Win %
85%
AMZN Amazon.com Inc
+15.32%
+$625,085.83 
GOOGL Alphabet Inc
+6.73%
+$80,689.77 
MSFT Microsoft Corp.
+3.02%
+$122,375.61 
NVDA NVIDIA Corporation
+2.93%
+$151,749.15 
CINF Cincinnati Financial Corporation
+1.69%
+$5,991.43 
HPQ HP Inc.
+1.53%
+$2,902.39 
LMT Lockheed Martin Corporation
+1.5%
+$5,851.14 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$870,451.94 
ADP Automatic Data Processing Inc.
+0.98%
+$2,463.08 
UNP Union Pacific Corporation
+0.92%
+$14,228.48 
IWL iShares Russell Top 200 ETF
+0.87%
+$39,173.04 
IBM International Business Machines Corporation
+0.86%
+$2,857.33 
EMR Emerson Electric Co.
+0.79%
+$4,463.98 
TSLA Tesla, Inc.
+0.76%
+$2,149.94 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,987.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,027.8 
VOO Vanguard S&P 500 ETF
+0.71%
+$856,397.37 
CAT Caterpillar Inc.
+0.7%
+$4,830.83 
BMY Bristol-Myers Squibb Company
+0.69%
+$1,643.85 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$131,186.68 
IVV iShares Core S&P 500 ETF
+0.69%
+$986,178.56 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,490.84 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$16,445.83 
CGDV Capital Group Dividend Value ETF
+0.63%
+$510,767.16 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$2,317.28 
HON Honeywell International Inc.
+0.47%
+$575.74 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,157.95 
PG Procter & Gamble Co
+0.37%
+$2,561.49 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$939.3 
JPM JPMorgan Chase & Co.
+0.27%
+$5,503.7 
AMP Ameriprise Financial, Inc.
+0.25%
+$659.64 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,332.4 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$1,199.76 
MMM 3M Company
+0.12%
+$377.15 
WMT Walmart Inc.
+0.09%
+$460.31 
ABT Abbott Laboratories
+0.09%
+$360.54 
AAPL Apple Inc.
-7.35%
-$571,217.92 
SYK Stryker Corporation
-6.42%
-$27,254.8 
ABBV AbbVie Inc.
-2.51%
-$28,468 
YUM Yum! Brands, Inc.
-2.37%
-$6,338.88 
BA Boeing Company
-2.15%
-$6,683.03 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,421.51 
UPS United Parcel Service, Inc.
-1%
-$3,101.7 
XOM Exxon Mobil Corporation
-0.97%
-$23,214.69 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$2,970.22 
WAL Western Alliance Bancorporation
-0.94%
-$6,981.36 
SBUX Starbucks Corporation
-0.57%
-$2,694.6 
PEP PepsiCo, Inc.
-0.46%
-$3,073.92 
HD The Home Depot, Inc.
-0.42%
-$2,342.18 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,935.66 
AXP American Express Company
-0.38%
-$2,849.86 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$3,518.16 
CL Colgate-Palmolive Company
-0.33%
-$697.2 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,307.27 
FISV Fiserv, Inc.
-0.24%
-$284.44 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$82,472.92 
VB Vanguard Small-Cap ETF
-0.22%
-$36,964.16 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$52,162.9 
EPD Enterprise Products Partners L.P.
-0.18%
-$723.74 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$694.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$21,536.32 
V Visa Inc. Class A
-0.04%
-$155.95 
XEL Xcel Energy Inc.
-0.04%
-$484.08 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$7,333.81 
TGT Target Corporation
-0.01%
-$107.33 Events
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Dividends
Dividend Analysis
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| Trades 391 | Longs Won 317/391 81% | Profit Factor 158.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.72M |
| Average Win $792,890.76 | Best Trade (Aug 14) $62.34M | Sharpe Ratio -16.31 |
| Average Loss -$21,402.41 | Worst Trade (Aug 13) -$221,059.17 | Z-Score 24.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 3d | Expectancy $638,779 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,296 | $4.43M | $7.2M | - | $2.77M | 62.52% | -7.354% |
| ABBV AbbVie Inc. | 4,400 | $621,056.91 | $1.1M | - | $483,079.09 | 77.78% | -2.513% |
| ABT Abbott Laboratories | 4,006 | $389,172.64 | $423,434.2 | - | $34,261.56 | 8.8% | +0.085% |
| ADP Automatic Data Processing Inc. | 951 | $210,123.55 | $253,403.45 | - | $43,279.9 | 20.6% | +0.982% |
| AMP Ameriprise Financial, Inc. | 478 | $209,546.24 | $260,911.53 | - | $51,365.29 | 24.51% | +0.253% |
| AMZN Amazon.com Inc | 17,325 | $2.26M | $4.71M | - | $2.45M | 108.34% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,021 | $305,461.23 | $301,082.7 | - | -$4,378.53 | -1.43% | -1.769% |
| AXP American Express Company | 2,244 | $392,786.49 | $754,545 | - | $361,758.51 | 92.1% | -0.376% |
| BA Boeing Company | 1,404 | $296,469 | $303,460.56 | - | $6,991.56 | 2.36% | -2.155% |
| BMY Bristol-Myers Squibb Company | 3,653 | $206,587 | $238,577.43 | - | $31,990.43 | 15.49% | +0.694% |
| BRK-B Berkshire Hathaway Inc. | 505 | $228,906 | $258,327.7 | - | $29,421.7 | 12.85% | +0.365% |
| CAT Caterpillar Inc. | 852 | $311,361.14 | $694,218.12 | - | $382,856.98 | 122.96% | +0.701% |
| CGDV Capital Group Dividend Value ETF | 1.65M | $52.66M | $81.62M | - | $28.97M | 55.01% | +0.63% |
| CINF Cincinnati Financial Corporation | 2,031 | $252,647.83 | $360,868.06 | - | $108,220.23 | 42.83% | +1.688% |
| CL Colgate-Palmolive Company | 2,324 | $241,266.84 | $212,181.2 | - | -$29,085.64 | -12.06% | -0.328% |
| EMR Emerson Electric Co. | 3,783 | $342,626.77 | $566,769.1 | - | $224,142.33 | 65.42% | +0.794% |
| EPD Enterprise Products Partners L.P. | 10,339 | $274,954.92 | $393,398.94 | - | $118,444.02 | 43.08% | -0.184% |
| FISV Fiserv, Inc. | 2,188 | $276,016 | $118,020.72 | - | -$157,995.28 | -57.24% | -0.24% |
| FNDA Schwab Fundamental U.S. Small Company ETF | 23,140 | $640,353.22 | $860,113.8 | - | $219,760.58 | 34.32% | -0.081% |
| FNDX Schwab Fundamental U.S. Large Company Index ETF | 29,994 | $576,818.46 | $952,009.56 | - | $375,191.1 | 65.04% | +0.126% |
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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 Timothy Monaco?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Dividend Equity ETF - $5.26M, iShares Core S&P 500 ETF - $4.75M, iShares MSCI International Quality Factor ETF - $4.73M, Invesco NASDAQ 100 ETF - $3.75M, and Vanguard S&P 500 ETF - $3.25M. 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: Pacer US Small Cap Cash Cows 100 ETF - $150,172.43, Bristol-Myers Squibb Company - $46,254.02, TAPA - $16,861.84, Tesla, Inc - $13,280.94, and HP Inc - $10,564.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Timothy Monaco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.03M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $4.49M, Vanguard S&P 500 ETF - $3.25M, PIMCO Multisector Bond Active ETF - $2.68M, Capital Group Dividend Value ETF - $2.08M, and Vanguard Mid-Cap ETF - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Timothy Monaco's monthly returns?
Timothy Monaco'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 Timothy Monaco's strategy be considered aggressive or moderate?
Timothy Monaco's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Timothy Monaco's strategy?
Timothy Monaco'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.
