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:
50.45%
Gain -0.61%
Monthly
1.28%
Yearly
16.54%
Drawdown
15.89%
$149.56M
Equity
Holdings
$149.56M
Investment
$108.28M
$47.8M
Profit -$820,563.27
Realized
$6.52M
Unrealized
$41.28M
Dividends
$5.49M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.61%
Profit
-$820,563.27
Win %
81%
This Week
Compared To Last Week
Gain
-0.08%
Profit
-$111,887.3
Win %
81%
This Month
Compared to last month
Gain
-0.55%
Profit
-$820,563.27
Win %
81%
This Year
Compared to last year
Gain
2.16%
Profit
$3.16M
Win %
82%
NTSK Netskope, Inc.
+4.05%
+$8,626.94 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$51,071.04 
KEYS Keysight Technologies, Inc.
+2.04%
+$10,102.57 
FROG JFrog Ltd
+1.75%
+$13,931.53 
FANG Diamondback Energy Inc
+1.59%
+$17,400.96 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,171.58 
TBT ProShares UltraShort 20+ Year Treasury
+1.34%
+$11,651.97 
VUG Vanguard Growth ETF
+1.1%
+$5,022 
XLE Energy Select Sector SPDR Fund
+1%
+$61,248.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,206.4 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$39,329.8 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$7,674.48 
TBF ProShares Short 20+ Year Treasury
+0.79%
+$4,182.8 
TRGP Targa Resources Corp.
+0.76%
+$22,530.97 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$46,464.07 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$49,801.11 
VOO Vanguard S&P 500 ETF
+0.71%
+$13,438.01 
IVV iShares Core S&P 500 ETF
+0.69%
+$250,444.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$48,400.44 
BROS Dutch Bros Inc.
+0.61%
+$16,812.4 
YELP Yelp Inc.
+0.61%
+$2,481.12 
DBB Invesco DB Base Metals Fund
+0.48%
+$4,186.53 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$978.36 
DBA Invesco DB Agriculture Fund
+0.11%
+$1,108.56 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$240.26 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.02%
+$390.53 
XLB Materials Select Sector SPDR Fund
-2.34%
-$14,884.21 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$59,682.4 
PHYS Sprott Physical Gold Trust
-1.61%
-$116,822.5 
EWJ iShares MSCI Japan ETF
-0.96%
-$11,895.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$4,699.2 
IWC iShares Micro-Cap ETF
-0.7%
-$25,129.21 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,051.64 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$4,883.29 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$30,915.87 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$9,148.71 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$66,568.95 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,166.22 
VNQ Vanguard Real Estate ETF
-0.54%
-$17,688.24 
WSE Wise Plc
-0.5%
-$1,889.94 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$5,596.88 
IWM iShares Russell 2000 ETF
-0.47%
-$6,891.57 
RWR SPDR Dow Jones REIT ETF
-0.4%
-$3,806.5 
A Agilent Technologies Inc.
-0.24%
-$2,123.02 
FMUN Fidelity System Municipal Bond ETF
-0.24%
-$677.88 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$583.8 
VB Vanguard Small-Cap ETF
-0.22%
-$573.52 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$2,048.53 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,119.84 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,390.47 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$620.1 
FCOR Fidelity Corporate Bond ETF
-0.16%
-$974.62 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$5,440.24 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$1,419.84 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,440.24 
TIP iShares TIPS Bond ETF
-0.1%
-$472.34 
ILF iShares Latin America 40 ETF
-0.03%
-$274.89 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$634.44 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$213.98 Events
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Dividends
Dividend Analysis
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| Trades 494 | Longs Won 398/494 80% | Profit Factor 42.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $618,992.86 |
| Average Win $122,976.94 | Best Trade (Aug 14) $13.2M | Sharpe Ratio -10.44 |
| Average Loss -$11,924.83 | Worst Trade (Aug 03) -$342,493.99 | Z-Score 16.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 6d | Expectancy $96,761.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 6,244 | $868,129.62 | $863,982.28 | - | -$4,147.34 | -0.48% | -0.245% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 8,721 | $890,665.85 | $965,589.12 | - | $74,923.27 | 8.41% | +0.801% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 4,770 | $245,978.47 | $358,942.5 | - | $112,964.03 | 45.92% | -0.172% |
| BRK-B Berkshire Hathaway Inc. | 526 | $222,045.26 | $269,070.04 | - | $47,024.78 | 21.18% | +0.365% |
| BROS Dutch Bros Inc. | 42,031 | $2.2M | $2.77M | - | $566,997.73 | 25.77% | +0.611% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 11,676 | $256,284.13 | $253,602.72 | - | -$2,681.41 | -1.05% | -0.23% |
| CEF Sprott Physical Gold and Silver Trust | 69,398 | $2.86M | $2.78M | - | -$82,352.35 | -2.88% | -2.104% |
| DBA Invesco DB Agriculture Fund | 36,952 | $861,742.19 | $1.02M | - | $154,807.33 | 17.96% | +0.109% |
| DBB Invesco DB Base Metals Fund | 34,888 | $667,976.2 | $877,782.08 | - | $209,805.88 | 31.41% | +0.479% |
| DJP iPath Bloomberg Commodity Index Total Return ETN | 39,053 | $1.68M | $1.85M | - | $171,174.74 | 10.19% | +0.021% |
| EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF | 25,484 | $1.09M | $1.39M | - | $300,986.11 | 27.57% | -0.653% |
| EWJ iShares MSCI Japan ETF | 13,217 | $863,224.23 | $1.22M | - | $357,894.4 | 41.46% | -0.965% |
| FANG Diamondback Energy Inc | 5,472 | $933,331.79 | $1.11M | - | $177,210.61 | 18.99% | +1.592% |
| FCOR Fidelity Corporate Bond ETF | 12,995 | $611,299.89 | $600,369 | - | -$10,930.89 | -1.79% | -0.162% |
| FMUN Fidelity System Municipal Bond ETF | 5,649 | $274,985.12 | $278,326.23 | - | $3,341.11 | 1.22% | -0.243% |
| FROG JFrog Ltd | 10,169 | $351,949.31 | $811,384.51 | - | $459,435.2 | 130.54% | +1.747% |
| GWX SPDR S&P International Small Cap ETF | 16,839 | $678,837.67 | $724,750.58 | - | $45,912.91 | 6.76% | -0.669% |
| IAGG iShares International Aggregate Bond Fund | 68,003 | $3.4M | $3.38M | - | -$17,057.08 | -0.5% | -0.161% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 7,120 | $453,259 | $644,288.8 | - | $191,029.8 | 42.15% | -0.724% |
| IEFA iShares Core MSCI EAFE ETF | 105,665 | $7.86M | $10.38M | - | $2.53M | 32.16% | -0.637% |
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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 - $2.94M, SPDR S&P 500 ETF Trust - $872,236.77, iShares Core MSCI EAFE ETF - $762,373.07, Industrial Select Sector SPDR Fund - $717,746.29, and Financial Select Sector SPDR Fund - $570,838.88. 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 MSCI Brazil ETF - $111,598.23, iShares Latin America 40 ETF - $48,683.43, HP Inc - $43,361.34, Yelp Inc - $12,149.54, 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 $5.49M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.08M, iShares Core MSCI EAFE ETF - $660,383.2, Energy Select Sector SPDR Fund - $345,362.53, iShares Core MSCI Emerging Markets ETF - $279,188.68, and VANGUARD FTSE DEVELOPED MARKETS ETF - $265,303.94. 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.
