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Daniel Forbes Portfolio
Invests via Forbes Financial Planning Inc. | Managed by Daniel P. Forbes
Invests via Forbes Financial Planning Inc.
Managed by Daniel P. Forbes
Automatically Tracked
Daniel Forbes Profile
With a robust foundation in financial markets, Daniel Forbes has emerged as a key figure in the investment landscape. His expertise spans various sectors, where he combines entrepreneurial zeal with operational excellence. Over his career, he has demonstrated a unique ability to drive growth and innovate within established frameworks. Notably involved in venture capital initiatives, he plays an instrumental role in identifying and cultivating disruptive technologies. His strategic insights into market dynamics have positioned him as a thought leader among peers. As an advocate for sustainable investment practices, his influence extends beyond traditional metrics of success.
With a robust foundation in financial markets, Daniel Forbes has emerged as a key figure in the investment landscape. His expertise spans various sectors, where he combines entrepreneurial zeal with operational excellence. Over his career, he has demonstrated a unique ability to drive growth and innovate within established frameworks. Notably involved in venture capital initiatives, he plays an instrumental role in identifying and cultivating disruptive technologies. His strategic insights into market dynamics have positioned him as a thought leader among peers. As an advocate for sustainable investment practices, his influence extends beyond traditional metrics of success.
Investment Philosophy & Strategy
In the realm of venture capital, strategic foresight and innovation play pivotal roles in successful investments. Daniel Forbes leverages his deep understanding of market shifts to identify high-potential opportunities within emerging technologies. His entrepreneurial spirit fuels a focus on disruptive ventures that not only promise robust returns but also align with sustainable practices. By nurturing transformative ideas and fostering partnerships, he emphasizes an adaptive approach to investment strategies. This unique blend of operational acumen and forward-thinking leadership allows for impactful decision-making across various sectors.
In the realm of venture capital, strategic foresight and innovation play pivotal roles in successful investments. Daniel Forbes leverages his deep understanding of market shifts to identify high-potential opportunities within emerging technologies. His entrepreneurial spirit fuels a focus on disruptive ventures that not only promise robust returns but also align with sustainable practices. By nurturing transformative ideas and fostering partnerships, he emphasizes an adaptive approach to investment strategies. This unique blend of operational acumen and forward-thinking leadership allows for impactful decision-making across various sectors.
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:
28.41%
Gain +0.76%
Monthly
0.37%
Yearly
4.48%
Drawdown
12.97%
$188.48M
Equity
Holdings
$188.48M
Investment
$155M
$40.4M
Profit +$1.56M
Realized
$6.92M
Unrealized
$33.48M
Dividends
$11.46M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.76%
Profit
$1.56M
Win %
87%
This Week
Compared To Last Week
Gain
0.83%
Profit
$1.56M
Win %
87%
This Month
Compared to last month
Gain
0.33%
Profit
$624,414.41
Win %
87%
This Year
Compared to last year
Gain
5.84%
Profit
$10.57M
Win %
87%
PLTR Palantir Technologies Inc.
+5.12%
+$9,333.75 
XLK State Street Technology Select Sector SPDR ETF
+3.72%
+$47,643.45 
AMZN Amazon.com Inc
+3.11%
+$21,518 
APH Amphenol Corporation
+3.04%
+$10,741 
FBCG Fidelity Blue Chip Growth Fund
+3%
+$44,326.26 
VUG Vanguard Growth ETF
+2.65%
+$11,892.12 
GLDM SPDR Gold MiniShares Trust
+2.56%
+$114,747.71 
GOOG Alphabet Inc
+2.52%
+$8,578.5 
MSFT Microsoft Corp.
+2.34%
+$17,953.62 
IEMG iShares Core MSCI Emerging Markets ETF
+2.27%
+$81,806.89 
SPEM SPDR Portfolio Emerging Markets ETF
+2%
+$9,542.94 
VBK Vanguard Small-Cap Growth ETF
+1.83%
+$192,353.45 
AAPL Apple Inc.
+1.75%
+$100,652.49 
SPY SPDR S&P 500 ETF Trust
+1.7%
+$36,213.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.67%
+$129,605.53 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.49%
+$117,354.86 
FVAL Fidelity Value Factor ETF
+1.46%
+$28,329.22 
IVV iShares Core S&P 500 ETF
+1.45%
+$250,014.86 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.13%
+$159,488.19 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.81%
+$24,023.33 
FENI Fidelity Enhanced International ETF
+0.68%
+$80,830.2 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.68%
+$4,671.6 
VTV Vanguard Value ETF
+0.65%
+$73,535.94 
V Visa Inc. Class A
+0.57%
+$1,672.39 
FBND Fidelity Total Bond ETF
+0.1%
+$16,449.08 
BND Vanguard Total Bond Market Index Fund
+0.07%
+$567.56 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.07%
+$6,330.77 
SO The Southern Company
+0.07%
+$168.28 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.07%
+$11,268.45 
SDY SPDR S&P Dividend ETF
+0.06%
+$1,115.49 
NEAR iShares Short Maturity Bond ETF
+0.03%
+$245.72 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$270.94 
Events
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Dividends
Dividend Analysis
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| Trades 451 | Longs Won 319/451 70% | Profit Factor 6.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $327,732.67 |
| Average Win $148,018.08 | Best Trade (Jun 15) $3.38M | Sharpe Ratio -8.73 |
| Average Loss -$51,686.83 | Worst Trade (Sep 29) -$816,319.05 | Z-Score 8.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 4w 1d | Expectancy $89,567.86 |
| 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 | 3,650 | 3,285 | 2,920 | 2,555 | 2,190 | 1,825 | 1,460 | 1,095 | 730 | 365 |
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