David Gutierrez Portfolio
Invests via Gutierrez Wealth Advisory LLC | Managed by David Gutierrez, Roy Gutierrez
Invests via Gutierrez Wealth Advisory LLC
Managed by David Gutierrez, Roy Gutierrez
Automatically Tracked
David Gutierrez Profile
With a career steeped in entrepreneurial ventures, David Gutierrez has distinguished himself as a visionary leader and investor within the tech sector. His track record encompasses founding multiple startups that have successfully navigated the complex landscape of innovation and market expansion. David's deep understanding of technology commercialization positions him to leverage emerging trends effectively, fostering growth opportunities for early-stage companies. His influential role extends beyond entrepreneurship; he actively engages with investment firms, contributing strategic insights that bridge operational expertise and financial acumen. This unique blend enables him to identify lucrative business prospects in a rapidly evolving marketplace.
With a career steeped in entrepreneurial ventures, David Gutierrez has distinguished himself as a visionary leader and investor within the tech sector. His track record encompasses founding multiple startups that have successfully navigated the complex landscape of innovation and market expansion. David's deep understanding of technology commercialization positions him to leverage emerging trends effectively, fostering growth opportunities for early-stage companies. His influential role extends beyond entrepreneurship; he actively engages with investment firms, contributing strategic insights that bridge operational expertise and financial acumen. This unique blend enables him to identify lucrative business prospects in a rapidly evolving marketplace.
Investment Philosophy & Strategy
David Gutierrez excels in spotting transformative investment opportunities within the technology landscape. His keen insight into emerging market dynamics is underpinned by a rich entrepreneurial background, allowing him to evaluate potential disruptions and scalable innovations. Engaging with startups, he emphasizes strategic alignment between product development and customer demand, ensuring that investments resonate with real-world applications. By blending operational insights with financial strategies, he positions early-stage ventures for sustained growth while driving competitive differentiation. This multifaceted approach reflects his commitment to fostering innovation-driven businesses capable of navigating complex market challenges.
David Gutierrez excels in spotting transformative investment opportunities within the technology landscape. His keen insight into emerging market dynamics is underpinned by a rich entrepreneurial background, allowing him to evaluate potential disruptions and scalable innovations. Engaging with startups, he emphasizes strategic alignment between product development and customer demand, ensuring that investments resonate with real-world applications. By blending operational insights with financial strategies, he positions early-stage ventures for sustained growth while driving competitive differentiation. This multifaceted approach reflects his commitment to fostering innovation-driven businesses capable of navigating complex market challenges.
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:
27.02%
Gain -0.02%
Monthly
1.26%
Yearly
16.19%
Drawdown
15.36%
$176.64M
Equity
Holdings
$176.64M
Investment
$146.25M
$32.39M
Profit -$37,418.2
Realized
$2.01M
Unrealized
$30.38M
Dividends
$4.89M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$37,418.2
Win %
80%
This Week
Compared To Last Week
Gain
0.84%
Profit
$1.47M
Win %
80%
This Month
Compared to last month
Gain
0.84%
Profit
$1.47M
Win %
80%
This Year
Compared to last year
Gain
9.95%
Profit
$15.98M
Win %
80%
GOOG Alphabet Inc
+6.88%
+$20,925.67 
META Meta Platforms Inc Class A
+3.28%
+$74,468.12 
MSFT Microsoft Corp.
+3.02%
+$8,090.27 
NVDA NVIDIA Corporation
+2.93%
+$9,786.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$8,568.96 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$21,404.46 
VUG Vanguard Growth ETF
+1.1%
+$4,185 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$45,360 
OEF iShares S&P 100 ETF
+0.95%
+$4,048.19 
AMLP Alerian MLP ETF
+0.89%
+$3,464.3 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$4,439.16 
IBM International Business Machines Corporation
+0.86%
+$2,461.96 
VOO Vanguard S&P 500 ETF
+0.71%
+$134,414.13 
IVV iShares Core S&P 500 ETF
+0.69%
+$7,326.72 
CGGR Capital Group Growth ETF
+0.65%
+$94,454.16 
IWB iShares Russell 1000 ETF
+0.64%
+$6,060.44 
CGDV Capital Group Dividend Value ETF
+0.63%
+$102,952.24 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,327.06 
VTHR Vanguard Russell 3000 ETF
+0.59%
+$1,514.87 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$10,016.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$9,678.66 
ACWI iShares MSCI ACWI ETF
+0.49%
+$3,580.45 
AVGO Broadcom Inc.
+0.37%
+$1,717.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,669.1 
VT Vanguard Total World Stock ETF
+0.26%
+$1,491.17 
JNJ Johnson & Johnson
+0.21%
+$444.14 
WMT Walmart Inc.
+0.09%
+$1,255.63 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$4,745.7 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$89,252.8 
DE Deere & Company
-1.13%
-$7,853.99 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$1,883.6 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$3,731.68 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,244.95 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$4,130.41 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$5,782.76 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$98,391.78 
CGCB Capital Group Core Bond ETF
-0.66%
-$4,575.55 
WPC W. P. Carey Inc.
-0.65%
-$2,440.33 
AMGN Amgen Inc.
-0.64%
-$3,665.45 
SCHF Schwab International Equity ETF
-0.58%
-$2,736.96 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,164.58 
CGHY Capital Group High Yield Bond ETF
-0.56%
-$2,643.06 
CGHM Capital Group Municipal High-Income ETF
-0.55%
-$31,236.8 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$53,179.2 
CGIC Capital Group International Core Equity ETF
-0.53%
-$2,432 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,561.9 
SCHY Schwab International Dividend Equity ETF
-0.48%
-$1,397.76 
IWM iShares Russell 2000 ETF
-0.47%
-$2,090.54 
CGMU Capital Group Municipal Income ETF
-0.44%
-$37,565.16 
FDX FedEx Corporation
-0.37%
-$654.35 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$5,429.88 
VXF Vanguard Extended Market ETF
-0.3%
-$30,743 
HOMB Home BancShares Inc.
-0.29%
-$3,127.95 
VCRB Vanguard Core Bond ETF
-0.25%
-$24,060.41 
CGDG Capital Group Dividend Growers ETF
-0.23%
-$1,715.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,048.14 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$538.63 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$2,618.2 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$512.82 
MUB iShares National Muni Bond ETF
-0.11%
-$6,192.72 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$269.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$7,461.2 
VO Vanguard Mid-Cap ETF
-0.05%
-$122.72 
ITM VanEck Intermediate Muni ETF
-0.04%
-$273.96 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.04%
-$333.52 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$65.06 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
-0.03%
-$133.19 
VSDB Vanguard Short Duration Bond ETF
-0.02%
-$56.84 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.02%
-$699.6 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 324 | Longs Won 258/324 79% | Profit Factor 72.89 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $495,950.16 |
| Average Win $127,306.56 | Best Trade (Aug 06) $4.66M | Sharpe Ratio -9.93 |
| Average Loss -$6,827.19 | Worst Trade (Aug 02) -$120,323.97 | Z-Score 18.45 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 1d | Expectancy $99,983.02 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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 David Gutierrez?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $731,553.21, Capital Group International Focus Equity ETF - $699,999.46, Vanguard Core Bond ETF - $619,399.88, Capital Group Dividend Value ETF - $563,771.65, and Vanguard S&P 500 ETF - $510,260.13. 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: Fidelity Wise Origin Bitcoin Index Fund - $53,147.12, FedEx Corporation - $36,405.29, Alphabet Inc - $22,258.48, Exxon Mobil Corporation - $19,706.08, and Lucid Group, Inc - $3,101. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Gutierrez's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.89M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $619,399.88, Capital Group International Focus Equity ETF - $596,659.52, VANGUARD FTSE DEVELOPED MARKETS ETF - $523,483.11, Capital Group Municipal Income ETF - $419,461.3, and Vanguard Tax-Exempt Bond ETF - $330,918.28. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Gutierrez's monthly returns?
David Gutierrez's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Gutierrez's strategy be considered aggressive or moderate?
David Gutierrez'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 David Gutierrez's strategy?
David Gutierrez'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.
