Daniel de la Torre Portfolio
Invests via Canada Post Corp Registered Pension Plan | Managed by Daniel de la Torre
Invests via Canada Post Corp Registered Pension Plan
Managed by Daniel de la Torre
Automatically Tracked
Daniel de la Torre Profile
Seasoned operator and investor with a focus on scaling early-stage technology businesses and advising growth-stage boards. Daniel de la Torre is known for combining product and go-to-market experience with active angel and seed investing; typical sector interests include fintech, SaaS and marketplace models. Background emphasizes operating leadership, deal sourcing and portfolio support, with experience mentoring founders, leading strategic partnerships and structuring seed-to-Series A financings.
Seasoned operator and investor with a focus on scaling early-stage technology businesses and advising growth-stage boards. Daniel de la Torre is known for combining product and go-to-market experience with active angel and seed investing; typical sector interests include fintech, SaaS and marketplace models. Background emphasizes operating leadership, deal sourcing and portfolio support, with experience mentoring founders, leading strategic partnerships and structuring seed-to-Series A financings.
Investment Philosophy & Strategy
Operator-driven angel and seed investor focused on scaling product-led technology startups across fintech, SaaS and marketplace models. Capital allocation favors concentrated, founder-aligned seed and pre-Series A stakes with active follow-on reserve; emphasis on rapid product-market fit, unit-economics improvement and repeatable go-to-market playbooks. Investment edge combines operating leadership, hands-on board advising, partnership creation and structured financing to accelerate growth and de-risk early scaling.
Operator-driven angel and seed investor focused on scaling product-led technology startups across fintech, SaaS and marketplace models. Capital allocation favors concentrated, founder-aligned seed and pre-Series A stakes with active follow-on reserve; emphasis on rapid product-market fit, unit-economics improvement and repeatable go-to-market playbooks. Investment edge combines operating leadership, hands-on board advising, partnership creation and structured financing to accelerate growth and de-risk early scaling.
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:
40.46%
Gain -0.69%
Monthly
1.71%
Yearly
22.58%
Drawdown
17.55%
$2.96B
Equity
Holdings
$2.96B
Investment
$2.48B
$429.67M
Profit -$15.01M
Realized
-$44.76M
Unrealized
$474.42M
Dividends
$38.88M
Goals
Avg. 80% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$15.01M
Win %
66%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$22.58M
Win %
66%
This Month
Compared to last month
Gain
-0.51%
Profit
-$15.01M
Win %
66%
This Year
Compared to last year
Gain
3%
Profit
$86.68M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$13.24M 
DXCM DexCom, Inc.
+11.95%
+$76,447.8 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$160,380.97 
GOOG Alphabet Inc
+6.88%
+$5.7M 
GOOGL Alphabet Inc
+6.73%
+$6.31M 
WY Weyerhaeuser Company
+6.51%
+$15,475.96 
VRT Vertiv Holdings Co
+6.18%
+$142,810.6 
COHR Coherent Corp.
+5.55%
+$71,086.26 
ANET Arista Networks, Inc.
+5.46%
+$265,158.77 
FTNT Fortinet Inc.
+4.99%
+$121,968 
CBOE Cboe Global Markets Inc.
+4.62%
+$35,961.38 
APO Apollo Global Management, Inc.
+4.44%
+$53,133 
SNPS Synopsys, Inc.
+4.41%
+$233,059.83 
YUMC Yum China Holdings Inc.
+3.68%
+$67,331.25 
ERIE Erie Indemnity Company
+3.58%
+$251.1 
FFIV F5 Inc.
+3.56%
+$30,666.6 
FERG Ferguson Enterprises Inc
+3.52%
+$288,920.47 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$62,546.67 
META Meta Platforms Inc Class A
+3.28%
+$1.65M 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$97,085.93 
ARES Ares Management Corporation
+3.2%
+$6,748.99 
UHS Universal Health Services, Inc.
+3.15%
+$6,875.26 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$136,713.6 
MSFT Microsoft Corp.
+3.02%
+$5.31M 
LITE Lumentum Holdings Inc.
+2.99%
+$49,680.02 
NVDA NVIDIA Corporation
+2.93%
+$4.33M 
LDOS Leidos Holdings Inc.
+2.84%
+$47,432.11 
TW Tradeweb Markets Inc.
+2.76%
+$74,490.3 
APA APA Corporation
+2.73%
+$19,847.52 
GNRC Generac Holdings Inc.
+2.71%
+$17,607.2 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$24,451.35 
NTAP NetApp, Inc.
+2.6%
+$31,884.08 
MTD Mettler-Toledo International Inc.
+2.58%
+$76,876.39 
FSLR First Solar, Inc.
+2.44%
+$10,040.01 
SMCI Super Micro Computer Inc
+2.42%
+$8,555.9 
CVX Chevron Corporation
+2.35%
+$324,698.72 
MRVL Marvell Technology, Inc.
+2.32%
+$89,460 
ORLY O'Reilly Automotive Inc.
+2.28%
+$42,436.75 
CNC Centene Corporation
+2.27%
+$11,182.14 
FAST Fastenal Co.
+2.25%
+$34,902 
GLW Corning Incorporated
+2.24%
+$60,163.68 
WDC Western Digital Corporation
+2.21%
+$111,498.69 
EOG EOG Resources, Inc.
+2.19%
+$88,789.06 
DVN Devon Energy Corporation
+2.17%
+$136,654.08 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$15,245.68 
CDNS Cadence Design Systems, Inc.
+2.16%
+$47,555.86 
CSCO Cisco Systems, Inc.
+2.14%
+$537,693.39 
JBL Jabil Inc.
+2.12%
+$43,816.29 
PSA Public Storage Common Stock
+2.12%
+$18,426.24 
TPL Texas Pacific Land Corporation
+2.11%
+$11,995.19 
CHTR Charter Communications Inc
+2.1%
+$4,875.28 
BEN Franklin Resources Inc.
+2.08%
+$4,976.97 
HII Huntington Ingalls Industries Inc.
+2.05%
+$510.9 
KEYS Keysight Technologies, Inc.
+2.04%
+$27,924.24 
OXY Occidental Petroleum Corporation
+2%
+$23,738.4 
GWW W.W. Grainger, Inc.
+1.97%
+$58,458.47 
OKE ONEOK, Inc.
+1.95%
+$32,910.36 
HAL Halliburton Company
+1.93%
+$54,310.74 
ROK Rockwell Automation, Inc.
+1.93%
+$88,169.25 
PSKY Paramount Skydance Corporation Class B Common Stock
+1.92%
+$500.1 
LHX L3Harris Technologies, Inc.
+1.9%
+$31,104.53 
PANW Palo Alto Networks, Inc.
+1.89%
+$122,569.5 
FIX Comfort Systems USA, Inc.
+1.88%
+$31,212.97 
TSCO Tractor Supply Company
+1.85%
+$7,358.4 
EPAM Epam Systems Inc.
+1.83%
+$3,283.2 
CRM Salesforce Inc
+1.83%
+$336,424.48 
ZBRA Zebra Technologies Corporation
+1.82%
+$5,617.5 
ORCL Oracle Corporation
+1.81%
+$97,195.56 
HWM Howmet Aerospace Inc.
+1.8%
+$50,557.06 
EXE Expand Energy Corporation
+1.74%
+$9,563.39 
VTR Ventas Inc.
+1.73%
+$18,245.25 
HCA HCA Healthcare Inc.
+1.72%
+$49,048.33 
CINF Cincinnati Financial Corporation
+1.69%
+$10,761.56 
ZTS Zoetis Inc.
+1.66%
+$10,534.87 
J Jacobs Solutions Inc.
+1.64%
+$3,719.06 
KMI Kinder Morgan, Inc.
+1.64%
+$28,206.36 
HPE Hewlett Packard Enterprise Company
+1.61%
+$26,394.8 
FANG Diamondback Energy Inc
+1.59%
+$87,163.8 
BSX Boston Scientific Corporation
+1.59%
+$74,155.59 
CDW CDW Corporation
+1.55%
+$5,692.5 
HPQ HP Inc.
+1.53%
+$2,544.87 
VZ Verizon Communications Inc.
+1.52%
+$103,126.1 
LMT Lockheed Martin Corporation
+1.5%
+$57,484.43 
CVNA Carvana Co.
+1.5%
+$13,570 
NOC Northrop Grumman Corporation
+1.43%
+$74,194.12 
PH Parker-Hannifin Corporation
+1.43%
+$53,283.91 
PWR Quanta Services Inc.
+1.43%
+$40,287.14 
GE General Electric Company
+1.42%
+$321,230.76 
WDAY Workday Inc.
+1.41%
+$8,251 
KLAC KLA Corporation
+1.38%
+$219,616.39 
OVV Ovintiv Inc.
+1.36%
+$4,964.4 
CIEN Ciena Corporation
+1.34%
+$18,326.33 
CAH Cardinal Health Inc.
+1.3%
+$17,600.11 
AKAM Akamai Technologies Inc.
+1.26%
+$4,952.09 
FTV Fortive Corporation
+1.25%
+$4,981.52 
CMCSA Comcast Corp
+1.23%
+$42,903.76 
COP ConocoPhillips
+1.22%
+$46,820.53 
VRSN Verisign Inc.
+1.2%
+$14,245.04 
WFC Wells Fargo & Company
+1.19%
+$109,766.28 
HONA Honeywell Aerospace Inc.
+1.18%
+$47,756.28 
AMAT Applied Materials, Inc.
+1.18%
+$165,932.16 
RMD ResMed Inc.
+1.16%
+$5,866.08 
CHD Church & Dwight Co., Inc.
+1.16%
+$66,521.97 
ITW Illinois Tool Works Inc.
+1.15%
+$18,960.5 
MSI Motorola Solutions, Inc.
+1.14%
+$17,999.39 
VEEV Veeva Systems Inc.
+1.1%
+$5,234.76 
EQT EQT Corporation
+1.1%
+$45,346.14 
NOW ServiceNow, Inc.
+1.05%
+$27,985 
ADBE Adobe Inc.
+1.01%
+$41,033.64 
URI United Rentals, Inc.
+0.99%
+$55,669.36 
BKR Baker Hughes Company
+0.98%
+$20,207.5 
TDY Teledyne Technologies Incorporated
+0.98%
+$7,354.91 
ADP Automatic Data Processing Inc.
+0.98%
+$28,443.27 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$95,200 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$4,892.06 
UNP Union Pacific Corporation
+0.92%
+$124,032.64 
WMB The Williams Companies, Inc.
+0.89%
+$34,361.46 
SCHW Charles Schwab Corporation
+0.87%
+$240,169.02 
NDSN Nordson Corporation
+0.86%
+$3,008.99 
IBM International Business Machines Corporation
+0.86%
+$53,834.7 
GEV GE Vernova Inc.
+0.85%
+$60,795.96 
MCD McDonald's Corporation
+0.82%
+$51,717.84 
ESS Essex Property Trust, Inc.
+0.81%
+$1,618.81 
EMR Emerson Electric Co.
+0.79%
+$45,468.15 
AEE Ameren Corporation
+0.79%
+$5,419.72 
TSLA Tesla, Inc.
+0.76%
+$167,452.38 
MPC Marathon Petroleum Corporation
+0.76%
+$43,321.38 
TRGP Targa Resources Corp.
+0.76%
+$13,316.8 
STT State Street Corp
+0.73%
+$19,159.18 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$570,923.86 
AME Ametek Inc.
+0.71%
+$17,681.86 
CAT Caterpillar Inc.
+0.7%
+$119,903.28 
ROP Roper Technologies Inc.
+0.7%
+$5,127.2 
BMY Bristol-Myers Squibb Company
+0.69%
+$39,178.35 
CARR Carrier Global Corporation
+0.68%
+$7,334.88 
HSIC Henry Schein, Inc.
+0.68%
+$1,118.82 
DOW Dow Inc.
+0.67%
+$18,023.4 
PTC PTC Inc.
+0.66%
+$1,473.3 
PLTR Palantir Technologies Inc.
+0.65%
+$46,215.88 
BLDR Builders FirstSource, Inc.
+0.65%
+$442.9 
SYY Sysco Corporation
+0.63%
+$5,966.74 
EXPE Expedia Group, Inc.
+0.62%
+$15,558.76 
TER Teradyne, Inc.
+0.6%
+$8,646.04 
GEN Gen Digital Inc.
+0.59%
+$1,074.88 
RJF Raymond James Financial Inc.
+0.58%
+$4,527.83 
MO Altria Group, Inc.
+0.57%
+$16,414.32 
APH Amphenol Corporation
+0.55%
+$51,516.37 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$2,407.32 
AOS A. O. Smith Corporation
+0.54%
+$878.4 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$7,534.61 
EXC Exelon Corporation
+0.53%
+$13,044.24 
GM General Motors Company
+0.52%
+$38,305.58 
DVA DaVita Inc.
+0.52%
+$686.34 
PSX Phillips 66
+0.51%
+$33,540.94 
Q Qnity Electronics Inc.
+0.51%
+$3,703.86 
AXON Axon Enterprise, Inc.
+0.47%
+$4,624.84 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$46,057.4 
NSC Norfolk Southern Corporation
+0.46%
+$9,450.47 
KKR KKR & Co. Inc.
+0.45%
+$6,993 
PAYX Paychex Inc.
+0.44%
+$2,655.57 
EBAY eBay Inc.
+0.43%
+$18,791.09 
CSX CSX Corporation
+0.42%
+$26,356.89 
CASY Casey's General Stores Inc.
+0.4%
+$3,290 
WST West Pharmaceutical Services, Inc.
+0.4%
+$1,376.84 
PFE Pfizer Inc.
+0.4%
+$40,676 
RTX RTX Corporation
+0.39%
+$29,583.96 
VLO Valero Energy Corporation
+0.38%
+$16,134.02 
AVGO Broadcom Inc.
+0.37%
+$230,850.72 
PG Procter & Gamble Co
+0.37%
+$32,669.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$85,727.4 
OTIS Otis Worldwide Corporation
+0.36%
+$7,069.92 
TDG TransDigm Group Inc.
+0.36%
+$5,842.25 
BAC Bank of America Corporation
+0.36%
+$70,627.04 
SNA Snap-on Inc.
+0.33%
+$1,444.33 
RF Regions Financial Corporation
+0.32%
+$6,659.1 
AZO AutoZone Inc.
+0.32%
+$36,212.62 
GD General Dynamics Corporation
+0.32%
+$8,066.64 
MRK Merck & Co., Inc.
+0.32%
+$101,279.44 
DOV Dover Corporation
+0.27%
+$1,680.01 
JPM JPMorgan Chase & Co.
+0.27%
+$89,535 
AMP Ameriprise Financial, Inc.
+0.25%
+$8,852.76 
NRG NRG Energy, Inc.
+0.24%
+$2,280.89 
CME CME Group Inc.
+0.21%
+$15,202.17 
SO The Southern Company
+0.21%
+$5,354.4 
JNJ Johnson & Johnson
+0.21%
+$105,338.56 
ADI Analog Devices, Inc.
+0.2%
+$10,024.64 
CMI Cummins Inc.
+0.19%
+$11,312.12 
INTU Intuit Inc.
+0.18%
+$9,630.27 
USB U.S. Bancorp
+0.17%
+$22,514.01 
T AT&T Inc.
+0.17%
+$8,031.12 
MS Morgan Stanley
+0.17%
+$15,962.49 
INVH Invitation Homes Inc.
+0.17%
+$289.5 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$5,401.71 
HST Host Hotels & Resorts Inc.
+0.16%
+$512.2 
VICI Vici Properties Inc.
+0.15%
+$828 
DELL Dell Technologies Inc.
+0.14%
+$8,733.2 
EA Electronic Arts Inc.
+0.13%
+$1,404 
XYL Xylem Inc.
+0.13%
+$798.6 
DTE DTE Energy Company
+0.12%
+$914.09 
MMM 3M Company
+0.12%
+$2,677.41 
BDX Becton, Dickinson and Company
+0.1%
+$1,990.87 
ISRG Intuitive Surgical, Inc.
+0.1%
+$8,127.13 
C Citigroup Inc.
+0.1%
+$10,257.51 
NUE Nucor Corporation
+0.1%
+$1,898.01 
WM Waste Management, Inc.
+0.1%
+$2,278.76 
AFL Aflac Inc.
+0.09%
+$1,348.68 
WMT Walmart Inc.
+0.09%
+$13,774.88 
ABT Abbott Laboratories
+0.09%
+$13,799.34 
TECH Bio-Techne Corporation
+0.08%
+$158.69 
FDS FactSet Research Systems Inc.
+0.07%
+$139.41 
AEP American Electric Power Company, Inc.
+0.06%
+$872.06 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$459.57 
DIS The Walt Disney Company
+0.03%
+$2,921.04 
TAP Molson Coors Beverage Company
+0.02%
+$45.18 
ILMN Illumina, Inc.
+0.01%
+$97.97 
FRT Federal Realty Investment Trust
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$23,226 
CTVA Corteva Inc.
-11.9%
-$181,337.17 
COIN Coinbase Global, Inc.
-10.59%
-$91,449.65 
AAPL Apple Inc.
-7.35%
-$11.77M 
EIX Edison International
-6.81%
-$25,631.52 
SYK Stryker Corporation
-6.42%
-$250,163.31 
TROW T. Rowe Price Group, Inc.
-6.31%
-$98,665.59 
MU Micron Technology, Inc.
-5.9%
-$1.93M 
IP International Paper Company
-5.38%
-$17,372.16 
MRNA Moderna, Inc.
-5.35%
-$20,181 
LYV Live Nation Entertainment, Inc.
-5.14%
-$33,636.81 
SNDK SanDisk Corporation
-5.09%
-$254,007 
TSN Tyson Foods Inc.
-4.43%
-$16,460.11 
TYL Tyler Technologies Inc.
-4.24%
-$5,484 
CAG Conagra Brands Inc.
-3.46%
-$6,052.28 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$35,477 
GPN Global Payments Inc.
-3.18%
-$11,213.87 
ES Eversource Energy
-3.05%
-$25,965 
CI The Cigna Group
-2.99%
-$276,028.37 
AVY Avery Dennison Corporation
-2.91%
-$9,238.37 
MOS Mosaic Company
-2.85%
-$5,179.85 
INCY Incyte Corporation
-2.82%
-$13,633.63 
DECK Deckers Outdoor Corporation
-2.82%
-$9,301.1 
IBKR Interactive Brokers Group Inc.
-2.75%
-$45,741.3 
MLM Martin Marietta Materials, Inc.
-2.75%
-$22,096.81 
AJG Arthur J. Gallagher & Co.
-2.75%
-$37,516.11 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$20,471.07 
VRSK Verisk Analytics Inc.
-2.75%
-$98,065 
EQIX Equinix, Inc.
-2.7%
-$50,172 
FIS Fidelity National Information Services, Inc.
-2.67%
-$9,686.25 
QCOM QUALCOMM Incorporated
-2.63%
-$144,873.27 
POOL Pool Corporation
-2.61%
-$50,872.72 
ON ON Semiconductor Corporation
-2.54%
-$25,900.8 
ABBV AbbVie Inc.
-2.51%
-$390,865.64 
ALGN Align Technology, Inc.
-2.45%
-$5,559 
ICE Intercontinental Exchange, Inc.
-2.42%
-$54,572.21 
DLR Digital Realty Trust, Inc.
-2.42%
-$27,347.52 
SJM The J.M. Smucker Company
-2.41%
-$6,897.1 
BIIB Biogen Inc.
-2.4%
-$34,725.47 
MGM MGM Resorts International
-2.39%
-$4,054.8 
CSGP CoStar Group, Inc.
-2.38%
-$2,919 
SATS EchoStar Corporation
-2.37%
-$6,936.01 
YUM Yum! Brands, Inc.
-2.37%
-$49,494.6 
NVR NVR, Inc.
-2.25%
-$5,665.22 
PCG PG&E Corporation
-2.25%
-$18,572 
BAX Baxter International Inc.
-2.21%
-$1,110.38 
CPT Camden Property Trust
-2.19%
-$1,612 
BXP Boston Properties, Inc.
-2.16%
-$328.6 
BA Boeing Company
-2.15%
-$216,470.07 
NEM Newmont Corporation
-2.14%
-$109,982.5 
TXT Textron Inc.
-2.1%
-$8,972.47 
CPAY Corpay, Inc.
-2.05%
-$13,937.42 
TRU TransUnion
-2.04%
-$87,243.08 
KHC The Kraft Heinz Company
-2.01%
-$10,204.09 
LH Labcorp Holdings Inc.
-2.01%
-$11,096.47 
WSM Williams-Sonoma, Inc.
-2%
-$29,157.68 
NFLX Netflix, Inc.
-2%
-$320,865.66 
EFX Equifax Inc.
-1.99%
-$193,997.7 
ARE Alexandria Real Estate Equities, Inc.
-1.98%
-$1,974.96 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$54,355.47 
LVS Las Vegas Sands Corp.
-1.97%
-$25,748.52 
AWK American Water Works Company, Inc.
-1.93%
-$12,004.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$413,860.5 
NWSA News Corporation
-1.89%
-$3,608.24 
IRM Iron Mountain Inc.
-1.86%
-$14,980.24 
GIS General Mills, Inc.
-1.84%
-$5,297.02 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$19,032.16 
UAL United Airlines Holdings, Inc.
-1.8%
-$13,036.58 
SYF Synchrony Financial
-1.79%
-$45,560.7 
BBY Best Buy Co., Inc.
-1.78%
-$2,315.04 
CBRE CBRE Group Inc.
-1.77%
-$11,320.84 
APD Air Products and Chemicals, Inc.
-1.77%
-$22,535.64 
PHM PulteGroup Inc.
-1.76%
-$9,586.25 
DHI D.R. Horton, Inc.
-1.7%
-$17,173.92 
UNH UnitedHealth Group Incorporated
-1.68%
-$520,119.43 
LEN Lennar Corporation
-1.67%
-$6,179.6 
NWS News Corporation
-1.67%
-$1,939.8 
ADM Archer-Daniels-Midland Co
-1.66%
-$16,090.72 
DRI Darden Restaurants, Inc.
-1.64%
-$7,603.77 
SQ Block, Inc.
-1.64%
-$18,738 
SOLV Solventum Corporation
-1.59%
-$4,177.26 
LRCX Lam Research Corporation
-1.58%
-$486,197.34 
CPRT Copart Inc.
-1.52%
-$8,680.5 
FICO Fair Isaac Corporation
-1.45%
-$8,450.74 
RL Ralph Lauren Corporation
-1.44%
-$5,753.81 
KDP Keurig Dr Pepper Inc.
-1.43%
-$13,374 
IEX IDEX Corporation
-1.42%
-$7,868.4 
NI NiSource Inc.
-1.42%
-$7,024.64 
HRL Hormel Foods Corporation
-1.42%
-$2,296.44 
LUV Southwest Airlines Co.
-1.38%
-$4,745.16 
WYNN Wynn Resorts, Limited
-1.38%
-$41,050.87 
NKE Nike, Inc. - Class B
-1.37%
-$50,313.26 
DPZ Domino's Pizza Inc.
-1.37%
-$3,751.8 
PPG PPG Industries Inc.
-1.35%
-$6,795 
DD DuPont de Nemours, Inc.
-1.32%
-$6,491.52 
TTD The Trade Desk, Inc. Class A
-1.31%
-$2,690.39 
MNST Monster Beverage Corporation
-1.3%
-$22,890.48 
DAL Delta Air Lines, Inc.
-1.3%
-$11,454 
FCX Freeport-McMoRan Inc.
-1.28%
-$82,545.48 
IT Gartner Inc.
-1.24%
-$1,271.1 
CLX The Clorox Company
-1.24%
-$3,228 
SCCO Southern Copper Corporation
-1.24%
-$81,383.95 
HSY The Hershey Company
-1.23%
-$7,715.01 
MDLZ Mondelez International, Inc.
-1.22%
-$40,168.69 
F Ford Motor Company
-1.21%
-$13,212 
TJX The TJX Companies, Inc.
-1.21%
-$156,588.62 
IQV IQVIA Holdings Inc.
-1.17%
-$9,542.6 
AIZ Assurant Inc.
-1.16%
-$2,570.21 
SHW The Sherwin-Williams Company
-1.16%
-$38,519.36 
AVB AvalonBay Communities, Inc.
-1.16%
-$1,627.5 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$6,054.44 
SRE Sempra
-1.15%
-$60,750.43 
NEE NextEra Energy, Inc.
-1.15%
-$82,215.01 
AES AES Corporation
-1.15%
-$1,237.6 
WRB W.R. Berkley Corporation
-1.15%
-$5,884.2 
OMC Omnicom Group Inc.
-1.14%
-$5,417.23 
DE Deere & Company
-1.13%
-$46,273.93 
VTRS Viatris Inc.
-1.13%
-$4,417.4 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$8,760.03 
PKG Packaging Corporation of America
-1.12%
-$6,006.87 
IR Ingersoll Rand Inc.
-1.11%
-$8,092.46 
TKO Tko Group Holdings Inc.
-1.09%
-$2,740 
ZBH Zimmer Biomet Holdings, Inc.
-1.08%
-$3,783.19 
TXN Texas Instruments Inc
-1.08%
-$245,062.54 
LOW Lowe's Companies Inc.
-1.08%
-$30,649.57 
PLD Prologis Inc.
-1.08%
-$48,959.46 
MCK McKesson Corporation
-1.08%
-$41,269 
DLTR Dollar Tree, Inc.
-1.06%
-$11,001.12 
CTAS Cintas Corporation
-1.04%
-$17,275.6 
DOC Healthpeak Properties, Inc.
-1.04%
-$2,478.24 
INTC Intel Corporation
-1.02%
-$217,792.98 
NDAQ Nasdaq, Inc.
-1.02%
-$11,055.09 
KO The Coca-Cola Company
-1.02%
-$166,296.6 
SWK Stanley Black & Decker Inc.
-1.01%
-$3,281.51 
FOXA Fox Corporation
-1%
-$2,285.66 
EQR Equity Residential
-1%
-$1,776.17 
UPS United Parcel Service, Inc.
-1%
-$55,685.7 
ROL Rollins, Inc.
-0.99%
-$2,363.6 
PPL PPL Corporation
-0.98%
-$6,031.9 
VMC Vulcan Materials Company
-0.98%
-$9,264.83 
EW Edwards Lifesciences Corporation
-0.98%
-$185,915.4 
XOM Exxon Mobil Corporation
-0.97%
-$268,254.9 
MET MetLife Inc.
-0.97%
-$10,119.1 
MCHP Microchip Technology Incorporated
-0.96%
-$9,652.35 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$29,780.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$55,984.71 
CRL Charles River Laboratories International, Inc.
-0.9%
-$36,908.29 
RVTY Revvity Inc.
-0.9%
-$1,457.58 
MAS Masco Corporation
-0.87%
-$2,388.33 
PGR Progressive Corporation
-0.87%
-$87,274.92 
O Realty Income Corporation
-0.87%
-$9,447.76 
ATO Atmos Energy Corporation
-0.85%
-$5,487.8 
TRMB Trimble Inc.
-0.84%
-$1,776 
FE FirstEnergy Corp.
-0.82%
-$13,342.4 
GILD Gilead Sciences Inc.
-0.81%
-$82,848.26 
PCAR PACCAR Inc.
-0.81%
-$14,241.96 
MCO Moody's Corporation
-0.81%
-$47,786.2 
D Dominion Energy, Inc.
-0.8%
-$9,523.92 
KMB Kimberly-Clark Corporation
-0.8%
-$6,032.4 
ALV Autoliv, Inc.
-0.8%
-$39,364.38 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$29,674.28 
WAT Waters Corporation
-0.79%
-$36,956.28 
FOX Fox Corporation Class B Common Stock
-0.76%
-$9,804 
HUM Humana Inc.
-0.76%
-$15,562.46 
GGG Graco Inc.
-0.76%
-$15,934.42 
PYPL PayPal Holdings Inc
-0.76%
-$8,847.52 
ULTA Ulta Beauty Inc.
-0.76%
-$4,395.25 
CVS CVS Health Corporation
-0.75%
-$25,203.37 
SPGI S&P Global Inc.
-0.74%
-$34,976.62 
ED Consolidated Edison, Inc.
-0.74%
-$6,151.95 
MA Mastercard Incorporated
-0.74%
-$412,547.89 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,244.61 
BLK BlackRock, Inc.
-0.73%
-$41,240.59 
MAR Marriott International Inc. - Class A
-0.71%
-$12,388.84 
DASH DoorDash, Inc.
-0.69%
-$12,124.5 
DUK Duke Energy Corporation
-0.67%
-$52,453.8 
BRO Brown & Brown Inc.
-0.66%
-$1,931.7 
WPC W. P. Carey Inc.
-0.65%
-$4,153.46 
AMGN Amgen Inc.
-0.64%
-$57,774.31 
GS The Goldman Sachs Group, Inc.
-0.63%
-$52,351.84 
AMT American Tower Corporation
-0.63%
-$12,716.12 
BALL Ball Corp.
-0.63%
-$2,325.11 
HAS Hasbro Inc.
-0.62%
-$1,706.87 
EME EMCOR Group, Inc.
-0.62%
-$17,606.2 
PM Philip Morris International Inc.
-0.61%
-$64,445.15 
ECL Ecolab Inc.
-0.61%
-$11,003.85 
MSCI MSCI Inc.
-0.61%
-$8,977.5 
DHR Danaher Corporation
-0.61%
-$35,326.34 
ROST Ross Stores, Inc.
-0.59%
-$29,730.06 
WEC WEC Energy Group Inc.
-0.57%
-$4,694.78 
VLTO Veralto Corporation
-0.57%
-$2,814.48 
SBUX Starbucks Corporation
-0.57%
-$20,788.8 
PRU Prudential Financial, Inc.
-0.56%
-$5,068.04 
DGX Quest Diagnostics Inc.
-0.55%
-$32,066.96 
WAB Wabtec Corporation
-0.55%
-$5,886.4 
COF Capital One Financial Corporation
-0.54%
-$29,816.33 
LLY Eli Lilly and Company
-0.53%
-$172,020.06 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,377.6 
LULU lululemon athletica inc.
-0.51%
-$1,043.1 
SBAC SBA Communications Corporation
-0.51%
-$1,269.59 
WELL Welltower Inc.
-0.51%
-$20,633.41 
STLD Steel Dynamics Inc.
-0.49%
-$11,711.89 
ALL Allstate Corporation
-0.49%
-$8,096.48 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$45,375.18 
IWM iShares Russell 2000 ETF
-0.47%
-$80,217.71 
SPG Simon Property Group, Inc.
-0.46%
-$16,281.12 
CF CF Industries Holdings, Inc.
-0.46%
-$4,678.28 
PEP PepsiCo, Inc.
-0.46%
-$32,300.16 
COO The Cooper Companies, Inc.
-0.45%
-$1,532.52 
CCK Crown Holdings Inc.
-0.44%
-$4,792.32 
TRV The Travelers Companies, Inc.
-0.43%
-$14,622.73 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$111,926.94 
HD The Home Depot, Inc.
-0.42%
-$53,436.54 
MELI MercadoLibre, Inc.
-0.41%
-$51,698.3 
GL Globe Life Inc.
-0.4%
-$1,452.7 
AIG American International Group Inc.
-0.39%
-$4,128.58 
ETR Entergy Corporation
-0.38%
-$4,511.63 
AXP American Express Company
-0.38%
-$15,952.34 
LII Lennox International Inc.
-0.38%
-$1,099.01 
CMS CMS Energy Corporation
-0.37%
-$14,264.64 
FDX FedEx Corporation
-0.37%
-$12,917.95 
GPC Genuine Parts Company
-0.37%
-$1,398.86 
RSG Republic Services, Inc.
-0.37%
-$4,678.44 
ABNB Airbnb, Inc.
-0.37%
-$7,180.91 
UDR UDR Inc.
-0.37%
-$690.9 
KVUE Kenvue Inc.
-0.36%
-$11,071.76 
TMUS T-Mobile US, Inc.
-0.36%
-$5,632.11 
DG Dollar General Corporation
-0.35%
-$3,406.93 
BF-B Brown-Forman Corporation
-0.35%
-$395 
ADSK Autodesk, Inc.
-0.33%
-$3,398.01 
CL Colgate-Palmolive Company
-0.33%
-$20,681.1 
IFF International Flavors & Fragrances Inc.
-0.33%
-$1,387.88 
TFC Truist Financial Corporation
-0.33%
-$12,267.25 
PNW Pinnacle West Capital Corporation
-0.33%
-$916.74 
SWKS Skyworks Solutions Inc.
-0.32%
-$5,237.4 
L Loews Corporation
-0.31%
-$1,506.95 
CEG Constellation Energy Corporation
-0.31%
-$7,145.82 
VST Vistra Corp
-0.29%
-$3,461.5 
EVRG Evergy Inc.
-0.29%
-$1,037.99 
MTB M&T Bank Corporation
-0.29%
-$10,905.04 
COR Cencora, Inc.
-0.28%
-$3,989.02 
CCI Crown Castle Inc.
-0.27%
-$1,295.49 
CNP CenterPoint Energy Inc.
-0.26%
-$1,463.43 
BX Blackstone Inc.
-0.25%
-$4,867.31 
A Agilent Technologies Inc.
-0.24%
-$12,489.59 
HUBB Hubbell Inc.
-0.24%
-$9,752.79 
FISV Fiserv, Inc.
-0.24%
-$1,246.44 
COST Costco Wholesale Corporation
-0.24%
-$26,461.33 
HBAN Huntington Bancshares Incorporated
-0.23%
-$8,206.59 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$4,814.4 
PFG Principal Financial Group, Inc.
-0.22%
-$1,261.5 
KR Kroger Co.
-0.21%
-$5,094.96 
PODD Insulet Corporation
-0.2%
-$201.29 
BKNG Booking Holdings Inc.
-0.18%
-$29,734.75 
NTRS Northern Trust Corporation
-0.17%
-$2,500.08 
EMN Eastman Chemical Company
-0.17%
-$1,962 
FITB Fifth Third Bancorp
-0.16%
-$6,986.88 
LNT Alliant Energy Corporation
-0.15%
-$609.73 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$1,326.6 
ELV Elevance Health, Inc.
-0.15%
-$18,861.58 
TPR Tapestry Inc.
-0.14%
-$1,806.42 
JKHY Jack Henry & Associates, Inc.
-0.13%
-$320.03 
KIM Kimco Realty Corporation
-0.12%
-$366.93 
MKC McCormick & Company, Incorporated
-0.12%
-$387.72 
EXR Extra Space Storage Inc.
-0.12%
-$673.61 
STZ Constellation Brands, Inc.
-0.12%
-$7,004.4 
CFG Citizens Financial Group, Inc.
-0.11%
-$3,905.04 
ALB Albemarle Corporation
-0.1%
-$356.52 
KEY KeyCorp
-0.09%
-$495.48 
REG Regency Centers Corporation
-0.09%
-$98 
HOOD Robinhood Markets, Inc.
-0.05%
-$804.8 
V Visa Inc. Class A
-0.04%
-$25,307.39 
XEL Xcel Energy Inc.
-0.04%
-$405.66 
TGT Target Corporation
-0.01%
-$198.6 
UBER Uber Technologies, Inc.
-0.01%
-$1,329.92 Events
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Dividends
Dividend Analysis
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| Trades 2287 | Longs Won 1354/2287 59% | Profit Factor 2.65 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.64M |
| Average Win $509,157.68 | Best Trade (Aug 05) $34.44M | Sharpe Ratio -0.71 |
| Average Loss -$278,383.56 | Worst Trade (Mar 30) -$12.65M | Z-Score 9.04 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 5d | Expectancy $187,873.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 36,733 | $4.38M | $5.08M | - | $705,244.24 | 16.11% | -0.245% |
| AAPL Apple Inc. | 480,147 | $115.55M | $148.32M | - | $32.78M | 28.37% | -7.354% |
| ABBV AbbVie Inc. | 60,412 | $12.23M | $15.16M | - | $2.93M | 23.91% | -2.513% |
| ABNB Airbnb, Inc. | 12,823 | $1.76M | $1.94M | - | $183,611.2 | 10.44% | -0.368% |
| ABT Abbott Laboratories | 153,326 | $20.24M | $16.21M | - | -$4.03M | -19.92% | +0.085% |
| ADBE Adobe Inc. | 16,348 | $5.9M | $4.09M | - | -$1.81M | -30.61% | +1.013% |
| ADI Analog Devices, Inc. | 13,547 | $3.31M | $4.98M | - | $1.67M | 50.39% | +0.202% |
| ADM Archer-Daniels-Midland Co | 12,008 | $657,012.42 | $951,874.16 | - | $294,861.74 | 44.88% | -1.662% |
| ADP Automatic Data Processing Inc. | 10,982 | $3.11M | $2.93M | - | -$181,084.94 | -5.83% | +0.982% |
| ADSK Autodesk, Inc. | 4,413 | $1.06M | $1.03M | - | -$22,947.64 | -2.17% | -0.328% |
| AEE Ameren Corporation | 6,302 | $622,535.93 | $690,762.22 | - | $68,226.29 | 10.96% | +0.791% |
| AEP American Electric Power Company, Inc. | 12,458 | $1.34M | $1.59M | - | $256,474.9 | 19.19% | +0.055% |
| AES AES Corporation | 7,280 | $91,025.1 | $106,870.4 | - | $15,845.3 | 17.41% | -1.145% |
| AFL Aflac Inc. | 11,239 | $1.2M | $1.43M | - | $228,277.86 | 18.95% | +0.094% |
| AIG American International Group Inc. | 13,318 | $1.14M | $1.05M | - | -$93,359.17 | -8.19% | -0.393% |
| AIZ Assurant Inc. | 786 | $166,934.47 | $219,443.34 | - | $52,508.87 | 31.45% | -1.158% |
| AJG Arthur J. Gallagher & Co. | 5,329 | $1.6M | $1.33M | - | -$270,439.04 | -16.91% | -2.745% |
| AKAM Akamai Technologies Inc. | 3,463 | $281,901.05 | $398,868.34 | - | $116,967.29 | 41.49% | +1.257% |
| ALB Albemarle Corporation | 2,971 | $376,815.76 | $349,508.44 | - | -$27,307.32 | -7.25% | -0.102% |
| ALGN Align Technology, Inc. | 1,308 | $235,698.94 | $221,261.28 | - | -$14,437.66 | -6.13% | -2.451% |
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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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FAQ
Which stocks have generated the highest profits for Daniel de la Torre?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $14.09M, Lam Research Corporation - $8.75M, General Electric Company - $5.56M, Johnson & Johnson - $5M, and KLA Corporation - $4.69M. 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: iShares Core S&P 500 ETF - $11.82M, NVIDIA Corporation - $11.37M, Microsoft Corp - $10.42M, Zoetis Inc - $7.74M, and Intuit Inc - $7.06M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel de la Torre's portfolio generate?
The portfolio generates substantial dividend income, with a total of $38.88M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $1.51M, Microsoft Corp - $1.43M, Johnson & Johnson - $1.06M, JPMorgan Chase & Co - $906,679.05, and Exxon Mobil Corporation - $864,017.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel de la Torre's monthly returns?
Daniel de la Torre'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 de la Torre's strategy be considered aggressive or moderate?
Daniel de la Torre's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Daniel de la Torre's strategy?
Daniel de la Torre'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.
