David N. Smith Portfolio

Invests via Bridge Generations Wealth Management LLC | Managed by David N. Smith, Barbara Ray

Invests via Bridge Generations Wealth Management LLC

Managed by David N. Smith, Barbara Ray

Automatically Tracked

Tracking: 0 Updated: Jul 17 at 03:00 PM

Veteran investor and operating executive with experience across growth equity, venture and corporate development, David N. Smith has led deal teams, sourced strategic partnerships and overseen portfolio company scaling initiatives. Known for sector-agnostic investing with emphasis on technology-enabled services and software, responsibilities have included capital allocation, board-level oversight and exit planning. Background blends operational leadership with structured investment discipline for institutional and family-office capital.

Investment Philosophy & Strategy

Combines operational leadership with disciplined growth-equity investing, favoring technology-enabled services and enterprise software across stages. Focuses on scalable business models, clear unit economics and founder-aligned teams, deploying capital with milestone-based tranches and active board governance to derisk outcomes. Market lens prioritizes secular digitization trends, recurring revenue and path to profitability; time horizon typically medium-to-long (3–7+ years). Risk managed through diversification across sectors, rigorous diligence on metrics, and hands-on portfolio scaling that leverages corporate-development networks to accelerate exits and strategic partnerships.

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:

3.04%

Gain

Monthly

0.16%

Yearly

1.96%

Drawdown

15.44%

$186.54M

Equity

Holdings

$186.54M

Investment

$158.75M

$32.39M

Profit -$557,234.03

Realized

$4.61M

Unrealized

$27.78M

Dividends

$5.59M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

-$557,234.03

Win %

70%

This Week

Compared To Last Week

Gain

-0.19%

Profit

-$350,459.18

Win %

70%

This Month

Compared to last month

Gain

-0.21%

Profit

-$398,035.47

Win %

70%

This Year

Compared to last year

Gain

6.94%

Profit

$12.1M

Win %

73%

Gainers
Losers

DFGR Dimensional Global Real Estate ETF

+0.9%

+$97,115.22

TLH iShares 10-20 Year Treasury Bond ETF

+0.47%

+$4,480.74

SPTI SPDR Portfolio Intermediate Term Treasury ETF

+0.23%

+$42,959.61

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.16%

+$9,089.21

DFUV Dimensional US Marketwide Value ETF

+0.15%

+$4,822.22

STIP iShares 0-5 Year TIPS Bond ETF

+0.14%

+$6,187.72

DFGX Dimensional Global ex US Core Fixed Income Fund

+0.07%

+$3,785.78

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

+0.06%

+$1,403.91

DFGP Dimensional Global Core Fixed Income Fund

+0.05%

+$4,054.68

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-1.94%

-$185,058

DFSE Dimensional Emerging Markets Sustainability Core 1 ETF

-1.2%

-$2,895.84

SCZ iShares MSCI EAFE Small-Cap ETF

-1.1%

-$5,729.73

DFAX Dimensional World ex U.S. Core Equity 2 ETF

-1.02%

-$33,096.87

DFSU Dimensional US Sustainability Core 1 ETF

-0.8%

-$6,819.48

DFUS Dimensional U.S. Equity Market ETF

-0.78%

-$4,488.32

DISV Dimensional International Small Cap Equity Fund

-0.74%

-$38,132.93

VTI VANGUARD TOTAL STOCK MKT ETF

-0.73%

-$32,790.98

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.71%

-$11,552.81

NOW ServiceNow, Inc.

-0.66%

-$6,975.9

DUHP Dimensional US High Profitability ETF

-0.61%

-$42,495.24

DFIC Dimensional International Core Equity Market ETF

-0.6%

-$55,261.8

DFAC Dimensional U.S. Core Equity 2 ETF

-0.57%

-$198,239.8

DFSI Dimensional International Sustainability Core 1 ETF

-0.46%

-$1,568.07

DIHP Dimensional International High Profitability Portfolio

-0.46%

-$24,689.49

EFV iShares MSCI EAFE Value ETF

-0.33%

-$1,075.36

DFAT Dimensional US Targeted Value ETF

-0.32%

-$71,415

DFIV Dimensional International Value ETF

-0.29%

-$4,117.12

VBR VANGUARD SMALL-CAP VALUE ETF

-0.14%

-$1,649.87

HYD VanEck High Yield Muni ETF

-0.07%

-$194.71

MUB iShares National Muni Bond ETF

-0.01%

-$1,860.15

JMUB JPMorgan Municipal Bond ETF

-0.01%

-$213

SUB iShares Short-Term National Muni Bond ETF

-0.01%

-$171.95

Events

Dividends

Dividend Analysis

No Data

Trades 320	Longs Won 225/320 70%	Profit Factor 32.99
Profitability	Shorts Won 0/0 0%	Standard Deviation $549,686.98
Average Win $148,471.73	Best Trade (Jul 14) $7.33M	Sharpe Ratio -11.65
Average Loss -$10,660.19	Worst Trade (Jul 17) -$410,923.8	Z-Score 0.26 (20.19%)
Commissions $0	Avg. Trade Length 10m 4d	Expectancy $101,229.44

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	17,544	15,789	14,035	12,281	10,526	8,772	7,018	5,263	3,509	1,754