DDP
Daniel Da Ponte Portfolio
Invests via Axis Wealth Partners LLC | Managed by Daniel Da Ponte
Invests via Axis Wealth Partners LLC
Managed by Daniel Da Ponte
Automatically Tracked
Seasoned operator and investor with cross-border technology and consumer sector experience, known for early-stage venture involvement and scaling revenue models. Daniel Da Ponte has led product and GTM teams, sourced growth-stage deals and advised corporate development initiatives; profile appeals to investors focused on SaaS, marketplaces and digital consumer plays. Active in angel syndicates and strategic board roles.
Seasoned operator and investor with cross-border technology and consumer sector experience, known for early-stage venture involvement and scaling revenue models. Daniel Da Ponte has led product and GTM teams, sourced growth-stage deals and advised corporate development initiatives; profile appeals to investors focused on SaaS, marketplaces and digital consumer plays. Active in angel syndicates and strategic board roles.
Investment Philosophy & Strategy
Seasoned operator and investor with cross-border technology and consumer sector experience, known for early-stage venture involvement and scaling revenue models. Daniel Da Ponte has led product and GTM teams, sourced growth-stage deals and advised corporate development initiatives; profile appeals to investors focused on SaaS, marketplaces and digital consumer plays. Active in angel syndicates and strategic board roles.
Seasoned operator and investor with cross-border technology and consumer sector experience, known for early-stage venture involvement and scaling revenue models. Daniel Da Ponte has led product and GTM teams, sourced growth-stage deals and advised corporate development initiatives; profile appeals to investors focused on SaaS, marketplaces and digital consumer plays. Active in angel syndicates and strategic board roles.
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:
1.25%
Gain
Monthly
0.07%
Yearly
0.81%
Drawdown
21.27%
$206.27M
Equity
Holdings
$206.27M
Investment
$172.6M
$35.17M
Profit -$401,011.83
Realized
$1.5M
Unrealized
$33.67M
Dividends
$5.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$401,011.83
Win %
77%
This Week
Compared To Last Week
Gain
0.76%
Profit
$1.55M
Win %
77%
This Month
Compared to last month
Gain
1.19%
Profit
$2.43M
Win %
77%
This Year
Compared to last year
Gain
9.82%
Profit
$18.45M
Win %
77%
MO Altria Group, Inc.
+2.31%
+$19,008.49 
T AT&T Inc.
+2.09%
+$8,413.86 
BRK-B Berkshire Hathaway Inc.
+1.86%
+$6,591.24 
SLDE Slide Insurance Holdings, Inc.
+1.86%
+$78,043.02 
UNH UnitedHealth Group Incorporated
+1.84%
+$12,121.12 
CVX Chevron Corporation
+1.69%
+$5,212.36 
XOM Exxon Mobil Corporation
+1.66%
+$12,006.17 
BP BP p.l.c. Sponsored ADR
+1.66%
+$3,525.12 
JNJ Johnson & Johnson
+1.53%
+$4,274.58 
ITA iShares U.S. Aerospace & Defense ETF
+1.49%
+$6,584.16 
WFC Wells Fargo & Company
+1.42%
+$8,333.75 
ABBV AbbVie Inc.
+1.36%
+$6,282.45 
PM Philip Morris International Inc.
+1.34%
+$3,218.1 
WPC W. P. Carey Inc.
+1.29%
+$6,012.06 
VZ Verizon Communications Inc.
+1.23%
+$13,319.1 
WMT Walmart Inc.
+1.07%
+$2,485.83 
XLU Utilities Select Sector SPDR Fund
+1.03%
+$5,549.29 
PFE Pfizer Inc.
+0.94%
+$1,902.8 
MET MetLife Inc.
+0.91%
+$2,431.85 
CDC VictoryShares US Equity Income Enhanced Volatility Wtd ETF
+0.68%
+$5,665.4 
PEY Invesco High Yield Equity Dividend Achievers ETF
+0.63%
+$9,637.9 
DHS WisdomTree U.S. High Dividend Fund
+0.59%
+$9,290.76 
SCHD Schwab U.S. Dividend Equity ETF
+0.59%
+$28,480.5 
VTV Vanguard Value ETF
+0.59%
+$4,616.55 
RY Royal Bank of Canada
+0.52%
+$1,811.39 
SDY SPDR S&P Dividend ETF
+0.52%
+$7,943.81 
VNQ Vanguard Real Estate ETF
+0.51%
+$1,565.7 
EQIN Columbia U.S. Equity Income ETF
+0.48%
+$6,653.2 
GLD SPDR Gold Shares
+0.46%
+$899.53 
FLQM Franklin U.S. Mid Cap Multifactor Index Fund
+0.43%
+$1,392.28 
BAC Bank of America Corporation
+0.42%
+$2,543.06 
IDV iShares International Select Dividend ETF
+0.41%
+$6,020.52 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$9,860.37 
LVHI Franklin International Low Volatility High Dividend ETF
+0.37%
+$4,674.8 
DFUV Dimensional US Marketwide Value ETF
+0.35%
+$15,188.55 
IEF iShares 7-10 Year Treasury Bond ETF
+0.33%
+$1,449.97 
VFLO VictoryShares Free Cash Flow ETF
+0.25%
+$8,994.24 
AGG iShares Core U.S. Aggregate Bond ETF
+0.23%
+$5,328.64 
GOVT iShares U.S. Treasury Bond ETF
+0.22%
+$533.31 
BND Vanguard Total Bond Market Index Fund
+0.22%
+$1,051.04 
UITB VictoryShares Core Intermediate Bond ETF
+0.21%
+$7,738.1 
FBND Fidelity Total Bond ETF
+0.21%
+$13,972.12 
IUSB iShares Core Universal USD Bond ETF
+0.21%
+$611.42 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.2%
+$1,426.44 
JPM JPMorgan Chase & Co.
+0.2%
+$1,727.17 
JCPB JPMorgan Core Plus Bond ETF
+0.19%
+$1,541.76 
VTC Vanguard Total Corporate Bond Fund
+0.19%
+$1,260.86 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.18%
+$801.64 
DFCF Dimensional Core Fixed Income ETF
+0.18%
+$2,462.55 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.18%
+$954.53 
IVE ISHARES S&P 500 VALUE ETF
+0.18%
+$4,300.9 
XYL Xylem Inc.
+0.17%
+$2,846.55 
DTH WisdomTree International High Dividend Fund
+0.16%
+$545.4 
WTV WisdomTree U.S. Value Fund
+0.16%
+$485.76 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.15%
+$901.6 
VO Vanguard Mid-Cap ETF
+0.15%
+$392.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.14%
+$4,949.28 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.14%
+$525.77 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.12%
+$598.46 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.12%
+$616.88 
DFGP Dimensional Global Core Fixed Income Fund
+0.11%
+$313.32 
VONV Vanguard Russell 1000 Value Index Fund
+0.1%
+$3,196.08 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$246.08 
SRLN SPDR Blackstone Senior Loan ETF
+0.1%
+$243.36 
IWD iShares Russell 1000 Value ETF
+0.09%
+$665.77 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.09%
+$1,125.39 
INEQ Columbia International Equity Income ETF
+0.08%
+$192.28 
SBND Columbia Short Duration Bond ETF
+0.08%
+$413.12 
SHY iShares 1-3 Year Treasury Bond ETF
+0.08%
+$583.57 
SCYB Schwab High Yield Bond ETF
+0.08%
+$173.38 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.08%
+$499.13 
USTB VictoryShares Short-Term Bond ETF
+0.06%
+$761.59 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.05%
+$276.76 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$608.76 
BNDX Vanguard Total International Bond ETF
+0.05%
+$236.65 
JNK SPDR Bloomberg High Yield Bond ETF
+0.05%
+$126.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.04%
+$849.17 
JPIE JPMorgan Income ETF
+0.03%
+$245.43 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.03%
+$121.05 
JMUB JPMorgan Municipal Bond ETF
+0.03%
+$134.31 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$149.21 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$78.55 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$132.88 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$131.97 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$424.15 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.01%
+$31.77 
MUB iShares National Muni Bond ETF
+0.01%
+$31.84 
VIG Vanguard Dividend Appreciation ETF
+0.01%
+$321.8 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-4.27%
-$20,696.32 
TXN Texas Instruments Inc
-2.81%
-$19,649.41 
PLTR Palantir Technologies Inc.
-2.6%
-$8,508.62 
MSFT Microsoft Corp.
-2.33%
-$22,170.65 
SMH VanEck Semiconductor ETF
-2.33%
-$6,985.44 
TSLA Tesla, Inc.
-2.32%
-$8,887.86 
KO The Coca-Cola Company
-2.18%
-$6,416.44 
GOOG Alphabet Inc
-2.1%
-$8,052.1 
GOOGL Alphabet Inc
-2.05%
-$23,201.33 
VWO Vanguard FTSE Emerging Markets ETF
-1.92%
-$13,564.52 
IEMG iShares Core MSCI Emerging Markets ETF
-1.7%
-$5,401.62 
VUG Vanguard Growth ETF
-1.49%
-$71,182.31 
AVEM Avantis Emerging Markets Equity ETF
-1.47%
-$5,353.25 
NVDA NVIDIA Corporation
-1.39%
-$17,614.49 
IWF iShares Russell 1000 Growth ETF
-1.34%
-$14,314.32 
QQQ Invesco QQQ Trust, Series 1
-1.34%
-$18,294.72 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.33%
-$2,880.01 
VONG Vanguard Russell 1000 Growth Fund
-1.3%
-$30,004 
VOOG Vanguard S&P 500 Growth ETF
-1.25%
-$23,825.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.23%
-$33,789.84 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.23%
-$4,898.12 
IUSG iShares Core S&P U.S. Growth ETF
-1.18%
-$12,895.62 
MS Morgan Stanley
-1.18%
-$3,496.56 
EFG iShares MSCI EAFE Growth ETF
-1.05%
-$20,971.51 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.02%
-$6,162.83 
DEM WisdomTree Emerging Markets High Dividend Fund
-1%
-$30,753.25 
JGRO JPMorgan Active Growth ETF
-0.99%
-$13,947.21 
AMZN Amazon.com Inc
-0.94%
-$19,417.32 
AAPL Apple Inc.
-0.92%
-$47,143.07 
QCOM QUALCOMM Incorporated
-0.92%
-$5,096.25 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.87%
-$2,198.64 
FENI Fidelity Enhanced International ETF
-0.8%
-$9,040.61 
EFA iShares MSCI EAFE ETF
-0.74%
-$5,147.45 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.68%
-$12,134.8 
ESGU iShares ESG Aware MSCI USA ETF
-0.64%
-$8,302.35 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
-0.62%
-$4,462.54 
IVV iShares Core S&P 500 ETF
-0.6%
-$3,246.71 
VOO Vanguard S&P 500 ETF
-0.6%
-$44,341.55 
SUSA iShares MSCI USA ESG Select ETF
-0.6%
-$1,815.34 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$19,074.87 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.57%
-$2,720 
MTUM iShares MSCI USA Momentum Factor ETF
-0.57%
-$2,451 
DFAI Dimensional International Core Equity Market ETF
-0.57%
-$22,361.66 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$2,077.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.56%
-$3,611.23 
DFIC Dimensional International Core Equity Market ETF
-0.56%
-$1,794.24 
DFAU Dimensional US Core Equity Market ETF
-0.54%
-$3,600.24 
VOT Vanguard Mid-Cap Growth ETF
-0.54%
-$1,343.55 
RECS Columbia Research Enhanced Core ETF
-0.5%
-$8,168.38 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.47%
-$33,194.52 
DUHP Dimensional US High Profitability ETF
-0.47%
-$4,723.1 
VBK Vanguard Small-Cap Growth ETF
-0.44%
-$2,633.07 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.4%
-$2,889.97 
FELC Fidelity Enhanced Large Cap Core ETF
-0.38%
-$4,153.15 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.34%
-$8,746.05 
EFV iShares MSCI EAFE Value ETF
-0.33%
-$5,020.6 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$2,535.06 
VYMI Vanguard International High Dividend Yield Index Fund
-0.28%
-$20,053.58 
IJS iShares S&P Small-Cap 600 Value ETF
-0.26%
-$3,085.71 
JQUA JPMorgan U.S. Quality Factor ETF
-0.26%
-$663.67 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.25%
-$5,744.74 
CRNT Ceragon Networks Ltd.
-0.23%
-$53.72 
WTMF WisdomTree Managed Futures Strategy Fund
-0.23%
-$1,507.01 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.22%
-$2,399.75 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$2,756.52 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.17%
-$1,369.14 
MCD McDonald's Corporation
-0.17%
-$762.22 
AZN AstraZeneca PLC American Depositary Shares
-0.16%
-$522.05 
FESM Fidelity Enhanced Small Cap ETF
-0.15%
-$490.35 
IJH iShares Core S&P Mid-Cap ETF
-0.14%
-$3,488.87 
AVSC Avantis U.S. Small Cap Equity ETF
-0.13%
-$1,358.03 
JEPI JPMorgan Equity Premium Income Fund
-0.12%
-$1,204.07 
DLR Digital Realty Trust, Inc.
-0.12%
-$342.76 
IRM Iron Mountain Inc.
-0.09%
-$445.17 
PFF iShares Preferred and Income Securities ETF
-0.08%
-$185.87 
CAT Caterpillar Inc.
-0.07%
-$343.48 
XMHQ Invesco S&P MidCap Quality ETF
-0.07%
-$233.03 
IWM iShares Russell 2000 ETF
-0.06%
-$151.81 
FDVV Fidelity High Dividend ETF
-0.06%
-$2,362.85 
DFAS Dimensional U.S. Small Cap ETF
-0.04%
-$678.93 
DFAT Dimensional US Targeted Value ETF
-0.04%
-$525.03 
VTEB Vanguard Tax-Exempt Bond ETF
-0.04%
-$116.52 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.04%
-$1,046.98 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$251.28 
AVUV Avantis U.S. Small Cap Value ETF
-0.02%
-$55.68 Events
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Dividends
Dividend Analysis
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| Trades 902 | Longs Won 699/902 77% | Profit Factor 39.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $132,043.83 |
| Average Win $51,633.86 | Best Trade (Jul 14) $2.01M | Sharpe Ratio -11.91 |
| Average Loss -$4,547.82 | Worst Trade (Jul 10) -$238,025.74 | Z-Score 24.64 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $38,989.87 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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