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:
27.07%
Gain +0.14%
Monthly
1.14%
Yearly
14.57%
Drawdown
15.36%
$176.68M
Equity
Holdings
$176.68M
Investment
$146.25M
$32.44M
Profit +$211,594.94
Realized
$2.01M
Unrealized
$30.42M
Dividends
$5.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$211,594.94
Win %
73%
This Week
Compared To Last Week
Gain
0.12%
Profit
$211,594.94
Win %
73%
This Month
Compared to last month
Gain
-1.06%
Profit
-$1.89M
Win %
73%
This Year
Compared to last year
Gain
9.97%
Profit
$16.02M
Win %
73%
AVGO Broadcom Inc.
+3.67%
+$15,054.23 
NVDA NVIDIA Corporation
+2.57%
+$10,181.16 
GOOG Alphabet Inc
+2.23%
+$6,805.17 
IWO iShares Russell 2000 Growth ETF
+1.67%
+$7,941.44 
IJR iShares Core S&P Small-Cap ETF
+1.6%
+$3,563.13 
CGXU Capital Group International Focus Equity ETF
+1.59%
+$161,014.8 
IWM iShares Russell 2000 ETF
+1.52%
+$6,376.98 
VUG Vanguard Growth ETF
+1.52%
+$6,165 
SCHF Schwab International Equity ETF
+1.47%
+$6,842.4 
VXF Vanguard Extended Market ETF
+1.47%
+$147,869.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$9,149.15 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.42%
+$209,346 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.4%
+$4,365.2 
VOOG Vanguard S&P 500 Growth ETF
+1.38%
+$22,351.56 
DFAS Dimensional U.S. Small Cap ETF
+1.35%
+$3,864.47 
IJH iShares Core S&P Mid-Cap ETF
+1.35%
+$3,302.6 
WPC W. P. Carey Inc.
+1.3%
+$4,219.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.26%
+$6,201.49 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.25%
+$18,911.46 
OEF iShares S&P 100 ETF
+1.24%
+$5,545.8 
CGIC Capital Group International Core Equity ETF
+1.23%
+$5,632 
CGGR Capital Group Growth ETF
+1.18%
+$182,394.24 
IWB iShares Russell 1000 ETF
+1.12%
+$11,005.07 
DFIC Dimensional International Core Equity Market ETF
+1.11%
+$4,083.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.1%
+$20,604.62 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.09%
+$4,411.68 
VT Vanguard Total World Stock ETF
+1.08%
+$6,182.9 
ACWI iShares MSCI ACWI ETF
+1.07%
+$7,904.95 
IVV iShares Core S&P 500 ETF
+1.06%
+$11,691.27 
AAPL Apple Inc.
+1.06%
+$12,776.36 
VWO Vanguard FTSE Emerging Markets ETF
+1.03%
+$49,410.08 
META Meta Platforms Inc Class A
+1.01%
+$31,031.87 
CGDV Capital Group Dividend Value ETF
+1.01%
+$164,391.48 
VOO Vanguard S&P 500 ETF
+1.01%
+$195,949.85 
VTHR Vanguard Russell 3000 ETF
+1%
+$2,658.93 
DFAU Dimensional US Core Equity Market ETF
+1%
+$18,780.3 
DE Deere & Company
+0.96%
+$7,368.89 
CGDG Capital Group Dividend Growers ETF
+0.9%
+$6,291.12 
CGHM Capital Group Municipal High-Income ETF
+0.87%
+$46,855.2 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.86%
+$4,500.81 
CGGO Capital Group Global Growth Equity ETF
+0.83%
+$78,304.05 
FDX FedEx Corporation
+0.78%
+$1,274.56 
MSFT Microsoft Corp.
+0.77%
+$2,358.19 
CGMU Capital Group Municipal Income ETF
+0.75%
+$61,043.39 
VO Vanguard Mid-Cap ETF
+0.73%
+$1,779.13 
VIG Vanguard Dividend Appreciation ETF
+0.72%
+$10,310.69 
SCHY Schwab International Dividend Equity ETF
+0.72%
+$1,965.6 
AMLP Alerian MLP ETF
+0.69%
+$2,545.2 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.67%
+$25,834.56 
ITM VanEck Intermediate Muni ETF
+0.63%
+$3,835.44 
VYMI Vanguard International High Dividend Yield Index Fund
+0.63%
+$1,841.87 
MUB iShares National Muni Bond ETF
+0.62%
+$32,511.78 
HOMB Home BancShares Inc.
+0.58%
+$5,734.57 
VOOV Vanguard S&P 500 Value ETF
+0.57%
+$1,449.69 
VTEB Vanguard Tax-Exempt Bond ETF
+0.56%
+$39,544.36 
CGHY Capital Group High Yield Bond ETF
+0.45%
+$2,076.69 
VSDB Vanguard Short Duration Bond ETF
+0.41%
+$1,170.8 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.36%
+$1,797.66 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.36%
+$2,065.2 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$2,138.15 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.27%
+$2,209.57 
CGCP Capital Group Core Plus Income ETF
+0.26%
+$2,120.36 
WMT Walmart Inc.
+0.22%
+$2,886.62 
VCRB Vanguard Core Bond ETF
+0.16%
+$14,792.74 
CGCB Capital Group Core Bond ETF
+0.1%
+$672.85 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 324 | Longs Won 242/324 74% | Profit Factor 16.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $521,502.08 |
| Average Win $142,683.35 | Best Trade (Sep 04) $5.03M | Sharpe Ratio -9.93 |
| Average Loss -$25,532.65 | Worst Trade (Oct 05) -$269,588.08 | Z-Score 10.9 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $100,110.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,897 | 6,207 | 5,517 | 4,828 | 4,138 | 3,448 | 2,759 | 2,069 | 1,379 | 690 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,640 | $789,827.76 | $1.22M | - | $425,313.44 | 53.85% | +1.063% |
| ACWI iShares MSCI ACWI ETF | 4,650 | $598,554.01 | $746,046 | - | $147,491.99 | 24.64% | +1.071% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 20,140 | $1.23M | $1.53M | - | $303,536.04 | 24.7% | +1.249% |
 AMGN Amgen Inc. | 1,478 | $404,447.82 | $596,934.64 | - | $192,486.82 | 47.59% | -0.832% |
| AMLP Alerian MLP ETF | 7,070 | $340,491 | $372,023.4 | - | $31,532.4 | 9.26% | +0.689% |
| AVGO Broadcom Inc. | 1,193 | $255,930 | $425,016.75 | - | $169,086.75 | 66.07% | +3.672% |
 AZN AstraZeneca PLC American Depositary Shares | 1,108 | $218,417 | $174,277.32 | - | -$44,139.68 | -20.21% | -0.26% |
| BRK-B Berkshire Hathaway Inc. | 1,435 | $681,443.35 | $720,355.65 | - | $38,912.3 | 5.71% | +0.298% |
| CGCB Capital Group Core Bond ETF | 26,915 | $713,110.46 | $674,355.32 | - | -$38,755.14 | -5.43% | +0.1% |
| CGCP Capital Group Core Plus Income ETF | 38,552 | $870,556.15 | $819,808.28 | - | -$50,747.87 | -5.83% | +0.259% |
| CGDG Capital Group Dividend Growers ETF | 19,064 | $659,107.82 | $707,655.68 | - | $48,547.86 | 7.37% | +0.897% |
| CGDV Capital Group Dividend Value ETF | 332,104 | $11.79M | $16.38M | - | $4.59M | 38.97% | +1.014% |
| CGGO Capital Group Global Growth Equity ETF | 237,285 | $7.07M | $9.5M | - | $2.43M | 34.39% | +0.831% |
| CGGR Capital Group Growth ETF | 325,704 | $12.09M | $15.64M | - | $3.54M | 29.31% | +1.18% |
| CGHM Capital Group Municipal High-Income ETF | 223,120 | $5.61M | $5.43M | - | -$181,463.86 | -3.23% | +0.871% |
| CGHY Capital Group High Yield Bond ETF | 18,879 | $477,621.06 | $462,535.5 | - | -$15,085.56 | -3.16% | +0.451% |
| CGIC Capital Group International Core Equity ETF | 12,800 | $373,015.51 | $462,592 | - | $89,576.49 | 24.01% | +1.232% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 21,739 | $600,743.73 | $572,496.56 | - | -$28,247.17 | -4.7% | +0.362% |
| CGMU Capital Group Municipal Income ETF | 313,043 | $8.45M | $8.21M | - | -$240,068.95 | -2.84% | +0.749% |
| CGXU Capital Group International Focus Equity ETF | 295,440 | $7.36M | $10.27M | - | $2.91M | 39.55% | +1.593% |
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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 - $768,712.13, Capital Group International Focus Equity ETF - $699,999.46, Vanguard Core Bond ETF - $656,943.01, Capital Group Dividend Value ETF - $563,771.65, and Vanguard S&P 500 ETF - $560,667.78. 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 - $35,711.11, 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 $5.25M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $656,943.01, Capital Group International Focus Equity ETF - $596,659.52, VANGUARD FTSE DEVELOPED MARKETS ETF - $560,642.03, Capital Group Municipal Income ETF - $441,447.56, and Vanguard Tax-Exempt Bond ETF - $372,790.53. 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.
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