Dana Grigg Portfolio
Invests via CAMELOT TECHNOLOGY ADVISORS, INC. | Managed by Dana Grigg
Invests via CAMELOT TECHNOLOGY ADVISORS, INC.
Managed by Dana Grigg
Automatically Tracked
Dana Grigg Profile
Veteran technology entrepreneur and investor focused on infrastructure, developer tooling and blockchain-related systems, with a history of founding and scaling engineering teams in growth-stage startups. Dana Grigg combines hands-on engineering leadership with early-stage investing and advisory roles, frequently backing protocol, cloud-native and security-focused companies. Market-relevant strengths include product-to-market execution, technical diligence, and networks across developer and crypto ecosystems.
Veteran technology entrepreneur and investor focused on infrastructure, developer tooling and blockchain-related systems, with a history of founding and scaling engineering teams in growth-stage startups. Dana Grigg combines hands-on engineering leadership with early-stage investing and advisory roles, frequently backing protocol, cloud-native and security-focused companies. Market-relevant strengths include product-to-market execution, technical diligence, and networks across developer and crypto ecosystems.
Investment Philosophy & Strategy
Leverages deep engineering and founder experience to invest in infrastructure, developer tooling, cloud-native and blockchain systems. Prefers early-stage, founder-led opportunities where technical architecture and product-market fit are core value drivers, combining technical diligence with hands-on operational support. Capital allocation favors concentrated, high-conviction bets with follow-on reserve for protocol and platform winners. Time horizon is long-term product adoption; risk discipline emphasizes security, developer adoption metrics, and composable architectures. Competitive edge is scaling engineering teams and translating technical roadmaps into go-to-market execution.
Leverages deep engineering and founder experience to invest in infrastructure, developer tooling, cloud-native and blockchain systems. Prefers early-stage, founder-led opportunities where technical architecture and product-market fit are core value drivers, combining technical diligence with hands-on operational support. Capital allocation favors concentrated, high-conviction bets with follow-on reserve for protocol and platform winners. Time horizon is long-term product adoption; risk discipline emphasizes security, developer adoption metrics, and composable architectures. Competitive edge is scaling engineering teams and translating technical roadmaps into go-to-market execution.
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:
49.49%
Gain 0%
Monthly
1.21%
Yearly
15.51%
Drawdown
15.93%
$148.66M
Equity
Holdings
$148.66M
Investment
$109.37M
$46.86M
Profit +$12,074.03
Realized
$7.56M
Unrealized
$39.3M
Dividends
$5.81M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.003%
Profit
$12,074.03
Win %
76%
This Week
Compared To Last Week
Gain
-1.16%
Profit
-$1.74M
Win %
76%
This Month
Compared to last month
Gain
0.44%
Profit
$656,789.81
Win %
76%
This Year
Compared to last year
Gain
-0.46%
Profit
-$685,603.09
Win %
77%
XLV Health Care Select Sector SPDR Fund
+2.62%
+$27,068.16 
FROG JFrog Ltd
+1.94%
+$18,100.82 
CEF Sprott Physical Gold and Silver Trust
+1.62%
+$42,948.48 
XLB Materials Select Sector SPDR Fund
+1.54%
+$10,045.98 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.33%
+$20,979 
VNQ Vanguard Real Estate ETF
+1.28%
+$42,367.71 
XLP Consumer Staples Select Sector SPDR Fund
+1.23%
+$14,959.78 
PHYS Sprott Physical Gold Trust
+1.21%
+$93,042.75 
NTSK Netskope, Inc.
+1.17%
+$7,081.02 
XLC Communication Services Select Sector SPDR Fund
+1.14%
+$3,199.14 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.13%
+$6,143.68 
XLF Financial Select Sector SPDR Fund
+1.09%
+$15,159.41 
IWC iShares Micro-Cap ETF
+1.08%
+$37,083.61 
RWR SPDR Dow Jones REIT ETF
+1.04%
+$9,799.72 
FMUN Fidelity System Municipal Bond ETF
+1.01%
+$2,723.74 
IJS iShares S&P Small-Cap 600 Value ETF
+0.93%
+$2,387.14 
A Agilent Technologies Inc.
+0.93%
+$10,084.06 
VB Vanguard Small-Cap ETF
+0.78%
+$1,929.18 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.76%
+$6,851 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$16,201.52 
HPQ HP Inc.
+0.74%
+$1,754.55 
IWM iShares Russell 2000 ETF
+0.71%
+$9,540.48 
IVE ISHARES S&P 500 VALUE ETF
+0.64%
+$4,651.5 
FCOR Fidelity Corporate Bond ETF
+0.6%
+$3,506.05 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.54%
+$1,338.68 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.53%
+$8,791.65 
TIP iShares TIPS Bond ETF
+0.46%
+$2,074.34 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.46%
+$2,919.2 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$1,221.53 
IEFA iShares Core MSCI EAFE ETF
+0.41%
+$42,444.33 
WSE Wise Plc
+0.21%
+$787.48 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$6,036.36 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$2,708.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$5,139.6 
GSG iShares S&P GSCI Commodity-Indexed Trust
+0.1%
+$210.74 
DBA Invesco DB Agriculture Fund
+0.09%
+$1,051.53 
SPY SPDR S&P 500 ETF Trust
+0.06%
+$4,266 
VOO Vanguard S&P 500 ETF
+0.06%
+$1,103.31 
IVV iShares Core S&P 500 ETF
+0.05%
+$19,496.8 
ILF iShares Latin America 40 ETF
+0.01%
+$128.95 
XLU Utilities Select Sector SPDR Fund
+0.01%
+$49.87 
KEYS Keysight Technologies, Inc.
-6.06%
-$34,260.27 
TBT ProShares UltraShort 20+ Year Treasury
-3.07%
-$31,719.87 
TRGP Targa Resources Corp.
-3.06%
-$103,569.3 
XLE Energy Select Sector SPDR Fund
-1.6%
-$105,654.04 
TBF ProShares Short 20+ Year Treasury
-1.53%
-$8,509.86 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-1.41%
-$14,000.49 
XLK State Street Technology Select Sector SPDR ETF
-1.3%
-$13,248.16 
FANG Diamondback Energy Inc
-1.16%
-$14,924.32 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$74,973.94 
EWJ iShares MSCI Japan ETF
-0.82%
-$10,441.43 
QQQ Invesco QQQ Trust, Series 1
-0.73%
-$57,191.49 
DBB Invesco DB Base Metals Fund
-0.57%
-$5,357.94 
VUG Vanguard Growth ETF
-0.44%
-$2,133 
GWX SPDR S&P International Small Cap ETF
-0.36%
-$2,694.24 
VWO Vanguard FTSE Emerging Markets ETF
-0.34%
-$788.2 
XLI Industrial Select Sector SPDR Fund
-0.28%
-$12,782.48 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.12%
-$2,760.29 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.01%
-$23.85 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 542 | Longs Won 420/542 77% | Profit Factor 35.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $595,802.34 |
| Average Win $114,825.79 | Best Trade (Oct 14) $12.87M | Sharpe Ratio -149.43 |
| Average Loss -$11,202.88 | Worst Trade (Oct 14) -$343,562.94 | Z-Score 11.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1d | Expectancy $86,457.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,244 | $868,129.62 | $1.1M | - | $228,410.44 | 26.31% | +0.928% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 8,946 | $916,863.36 | $981,152.55 | - | $64,289.19 | 7.01% | -1.407% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,770 | $245,978.47 | $354,530.25 | - | $108,551.78 | 44.13% | -0.007% |
| BRK-B Berkshire Hathaway Inc. | 549 | $233,498.12 | $290,187.68 | - | $56,689.56 | 24.28% | +0.423% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 11,712 | $257,046.62 | $249,398.84 | - | -$7,647.78 | -2.98% | +0.54% |
| CEF Sprott Physical Gold and Silver Trust | 67,107 | $2.82M | $2.7M | - | -$116,049.87 | -4.12% | +1.617% |
| DBA Invesco DB Agriculture Fund | 42,061 | $1.01M | $1.19M | - | $184,185.27 | 18.32% | +0.088% |
| DBB Invesco DB Base Metals Fund | 38,271 | $753,565.63 | $941,849.31 | - | $188,283.68 | 24.99% | -0.566% |
| DJP iPath Bloomberg Commodity Index Total Return ETN | 42,466 | $1.85M | $2.23M | - | $372,135.16 | 20.06% | -0.124% |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 31,165 | $1.4M | $1.66M | - | $262,221.25 | 18.78% | +0.533% |
| EWJ iShares MSCI Japan ETF | 13,217 | $863,224.23 | $1.26M | - | $393,051.62 | 45.53% | -0.824% |
| FANG Diamondback Energy Inc | 6,503 | $1.12M | $1.27M | - | $146,646.48 | 13.06% | -1.162% |
| FCOR Fidelity Corporate Bond ETF | 12,995 | $611,299.89 | $587,179.07 | - | -$24,120.82 | -3.95% | +0.601% |
| FMUN Fidelity System Municipal Bond ETF | 5,697 | $277,232.43 | $271,917.81 | - | -$5,314.62 | -1.92% | +1.012% |
| FROG JFrog Ltd | 10,169 | $351,949.31 | $953,242.06 | - | $601,292.75 | 170.85% | +1.936% |
| GSG iShares S&P GSCI Commodity-Indexed Trust | 6,004 | $213,559 | $219,927.12 | - | $6,368.12 | 2.98% | +0.096% |
| GWX SPDR S&P International Small Cap ETF | 16,839 | $678,837.67 | $750,345.84 | - | $71,508.17 | 10.53% | -0.358% |
| HPQ HP Inc. | 7,798 | $243,918 | $239,281.63 | - | -$4,636.37 | -1.9% | +0.739% |
| IAGG iShares International Aggregate Bond Fund | 71,016 | $3.55M | $3.5M | - | -$46,291.03 | -1.3% | +0.173% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 7,120 | $453,259 | $634,498.8 | - | $181,239.8 | 39.99% | +0.462% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Dana Grigg?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $3.1M, SPDR S&P 500 ETF Trust - $889,852, Dutch Bros Inc - $818,343, iShares Core MSCI EAFE ETF - $762,373.07, and Industrial Select Sector SPDR Fund - $730,086.9. 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: Yelp Inc - $115,735.74, iShares MSCI Brazil ETF - $111,598.23, iShares Latin America 40 ETF - $50,416.42, HP Inc - $43,361.34, and Vanguard Mid-Cap Value ETF - $6,035.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Grigg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.81M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.19M, iShares Core MSCI EAFE ETF - $660,383.2, Energy Select Sector SPDR Fund - $384,839.78, iShares Core MSCI Emerging Markets ETF - $279,188.68, and VANGUARD FTSE DEVELOPED MARKETS ETF - $276,979.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Grigg's monthly returns?
Dana Grigg's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Dana Grigg's strategy be considered aggressive or moderate?
Dana Grigg'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 Dana Grigg's strategy?
Dana Grigg's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
2026 © Marketlog. All Rights Reserved.
