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:
6.53%
Gain
Monthly
0.21%
Yearly
2.53%
Drawdown
28.65%
$146.75M
Equity
Holdings
$146.75M
Investment
$108.28M
$44.85M
Profit -$35,671.44
Realized
$6.38M
Unrealized
$38.47M
Dividends
$5.46M
Goals
Avg. 52.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$35,671.44
Win %
83%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$503,670.27
Win %
83%
This Month
Compared to last month
Gain
0.28%
Profit
$411,113.1
Win %
83%
This Year
Compared to last year
Gain
0.24%
Profit
$345,898.6
Win %
84%
YELP Yelp Inc.
+4.11%
+$16,282.35 
BROS Dutch Bros Inc.
+2.78%
+$74,815.18 
WSE Wise Plc
+2.75%
+$10,867.16 
XLC Communication Services Select Sector SPDR Fund
+1.5%
+$4,196.71 
DBA Invesco DB Agriculture Fund
+1.28%
+$13,117.96 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.27%
+$20,290.41 
IJS iShares S&P Small-Cap 600 Value ETF
+0.74%
+$2,002 
XLF Financial Select Sector SPDR Fund
+0.72%
+$9,721.62 
IJR iShares Core S&P Small-Cap ETF
+0.62%
+$14,277.07 
VUG Vanguard Growth ETF
+0.54%
+$2,537.46 
VWO Vanguard FTSE Emerging Markets ETF
+0.53%
+$1,241.1 
VNQ Vanguard Real Estate ETF
+0.53%
+$16,869.34 
XLP Consumer Staples Select Sector SPDR Fund
+0.51%
+$5,663.55 
IWM iShares Russell 2000 ETF
+0.43%
+$6,346.24 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$44,379.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.38%
+$2,420.8 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.33%
+$3,105.9 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
+0.32%
+$4,332.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$1,668.1 
FCOR Fidelity Corporate Bond ETF
+0.29%
+$1,754.33 
BWX SPDR Bloomberg International Treasury Bond ETF
+0.28%
+$700.56 
RWR SPDR Dow Jones REIT ETF
+0.25%
+$2,358.37 
XLV Health Care Select Sector SPDR Fund
+0.23%
+$1,970.62 
GWX SPDR S&P International Small Cap ETF
+0.18%
+$1,347.12 
IVV iShares Core S&P 500 ETF
+0.18%
+$65,547.08 
IVE ISHARES S&P 500 VALUE ETF
+0.17%
+$1,172.04 
SPY SPDR S&P 500 ETF Trust
+0.14%
+$10,188.66 
VOO Vanguard S&P 500 ETF
+0.14%
+$2,709.7 
IAGG iShares International Aggregate Bond Fund
+0.11%
+$3,740.16 
SHY iShares 1-3 Year Treasury Bond ETF
+0.1%
+$1,818.49 
TIP iShares TIPS Bond ETF
+0.09%
+$407.93 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.09%
+$310.05 
VB Vanguard Small-Cap ETF
+0.07%
+$178.15 
NTSK Netskope, Inc.
-4.61%
-$11,570.66 
XLK State Street Technology Select Sector SPDR ETF
-1.67%
-$16,550.37 
TRGP Targa Resources Corp.
-1.64%
-$51,388.37 
XLE Energy Select Sector SPDR Fund
-1.62%
-$96,025.18 
KEYS Keysight Technologies, Inc.
-1.49%
-$7,683.66 
FANG Diamondback Energy Inc
-1.24%
-$12,913.92 
CEF Sprott Physical Gold and Silver Trust
-1%
-$28,106.19 
FROG JFrog Ltd
-0.74%
-$6,838.65 
XLI Industrial Select Sector SPDR Fund
-0.65%
-$31,735.08 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$2,903.98 
EWJ iShares MSCI Japan ETF
-0.63%
-$7,864.11 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$46,002.22 
IEMG iShares Core MSCI Emerging Markets ETF
-0.44%
-$29,040.2 
XLB Materials Select Sector SPDR Fund
-0.42%
-$2,644.72 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.42%
-$4,142.48 
TBT ProShares UltraShort 20+ Year Treasury
-0.41%
-$3,427.05 
DBB Invesco DB Base Metals Fund
-0.34%
-$2,965.48 
TBF ProShares Short 20+ Year Treasury
-0.3%
-$1,568.55 
BRK-B Berkshire Hathaway Inc.
-0.24%
-$625.95 
FMUN Fidelity System Municipal Bond ETF
-0.18%
-$508.41 
PHYS Sprott Physical Gold Trust
-0.15%
-$10,514.02 
IWC iShares Micro-Cap ETF
-0.13%
-$4,817.97 
A Agilent Technologies Inc.
-0.12%
-$999.04 
ILF iShares Latin America 40 ETF
-0.1%
-$962.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.03%
-$1,315.58 
DJP iPath Bloomberg Commodity Index Total Return ETN
-0.02%
-$390.53 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 401/494 81% | Profit Factor 36.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $595,135.24 |
| Average Win $115,032.53 | Best Trade (Jul 11) $12.18M | Sharpe Ratio -146.35 |
| Average Loss -$13,733.07 | Worst Trade (Jul 15) -$333,728.6 | Z-Score 20.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $90,791.24 |
| 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% | 0.04% |
| Consecutive Losing Trades | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
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Returns
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