DG
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:
22.13%
Gain +1.23%
Monthly
1.15%
Yearly
14.7%
Drawdown
15.29%
$179.15M
Equity
Holdings
$179.15M
Investment
$146.4M
$34.9M
Profit +$2.35M
Realized
$2.15M
Unrealized
$32.75M
Dividends
$4.03M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.23%
Profit
$2.35M
Win %
84%
This Week
Compared To Last Week
Gain
1.29%
Profit
$2.28M
Win %
84%
This Month
Compared to last month
Gain
0.59%
Profit
$1.05M
Win %
84%
This Year
Compared to last year
Gain
5.99%
Profit
$10.59M
Win %
85%
META Meta Platforms Inc Class A
+4.67%
+$111,618 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+4.12%
+$14,150.7 
NVDA NVIDIA Corporation
+3.54%
+$12,443.64 
AVGO Broadcom Inc.
+3.11%
+$14,160.9 
CGGO Capital Group Global Growth Equity ETF
+2.93%
+$282,369.15 
VOOG Vanguard S&P 500 Growth ETF
+2.86%
+$43,945.44 
VUG Vanguard Growth ETF
+2.81%
+$10,800 
CGGR Capital Group Growth ETF
+2.77%
+$413,644.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.76%
+$16,646.99 
CGXU Capital Group International Focus Equity ETF
+2.7%
+$277,713.6 
GOOG Alphabet Inc
+2.5%
+$8,153.44 
MSFT Microsoft Corp.
+2.31%
+$5,357.89 
VWO Vanguard FTSE Emerging Markets ETF
+2.17%
+$104,490 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+1.88%
+$9,248.25 
OEF iShares S&P 100 ETF
+1.82%
+$7,780.5 
AAPL Apple Inc.
+1.82%
+$19,255.64 
VOO Vanguard S&P 500 ETF
+1.74%
+$328,565.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.68%
+$30,782.18 
VTHR Vanguard Russell 3000 ETF
+1.66%
+$4,300.06 
DFAU Dimensional US Core Equity Market ETF
+1.58%
+$28,975.32 
VT Vanguard Total World Stock ETF
+1.55%
+$8,837.91 
IWO iShares Russell 2000 Growth ETF
+1.52%
+$7,675.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.52%
+$7,569.9 
IWB iShares Russell 1000 ETF
+1.51%
+$14,375.93 
IVV iShares Core S&P 500 ETF
+1.5%
+$16,041.47 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.43%
+$5,623.69 
CGDV Capital Group Dividend Value ETF
+1.38%
+$222,509.68 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$8,997.45 
VO Vanguard Mid-Cap ETF
+1.24%
+$3,037.32 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.24%
+$3,928.69 
SCHF Schwab International Equity ETF
+1.23%
+$5,816.04 
VXF Vanguard Extended Market ETF
+1.22%
+$125,570 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$175,850.64 
CGIC Capital Group International Core Equity ETF
+1.17%
+$5,503.97 
ACWI iShares MSCI ACWI ETF
+1%
+$7,300.5 
IWM iShares Russell 2000 ETF
+0.58%
+$2,541.76 
DFIC Dimensional International Core Equity Market ETF
+0.53%
+$1,967.8 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$7,077.16 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.43%
+$6,646.2 
VOOV Vanguard S&P 500 Value ETF
+0.42%
+$1,065.78 
VYMI Vanguard International High Dividend Yield Index Fund
+0.37%
+$1,090.39 
CGHY Capital Group High Yield Bond ETF
+0.22%
+$1,038.35 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.18%
+$1,086.95 
IJH iShares Core S&P Mid-Cap ETF
+0.16%
+$404.4 
CGMU Capital Group Municipal Income ETF
+0.15%
+$12,521.72 
FDX FedEx Corporation
+0.13%
+$250.36 
CGHM Capital Group Municipal High-Income ETF
+0.12%
+$6,693.6 
MUB iShares National Muni Bond ETF
+0.11%
+$6,192.72 
VTEB Vanguard Tax-Exempt Bond ETF
+0.1%
+$7,461.2 
VSDB Vanguard Short Duration Bond ETF
+0.08%
+$227.34 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.08%
+$399.48 
ITM VanEck Intermediate Muni ETF
+0.07%
+$479.43 
DFAS Dimensional U.S. Small Cap ETF
+0.05%
+$146.52 
CGCP Capital Group Core Plus Income ETF
+0.04%
+$385.52 
CGCB Capital Group Core Bond ETF
+0.04%
+$269.15 
VCRB Vanguard Core Bond ETF
+0.02%
+$2,170.27 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.02%
+$141.75 
AZN
0%
$0 
VCRM
0%
$0 
JNJ Johnson & Johnson
-2.16%
-$4,365.98 
AMLP Alerian MLP ETF
-1.71%
-$6,292.3 
WPC W. P. Carey Inc.
-1.62%
-$6,304.16 
HOMB Home BancShares Inc.
-1.49%
-$14,597.1 
AMGN Amgen Inc.
-1.31%
-$6,902.27 
IBM International Business Machines Corporation
-1.3%
-$4,550.17 
SCHY Schwab International Dividend Equity ETF
-0.52%
-$1,485.12 
DE Deere & Company
-0.35%
-$2,321.56 
IJR iShares Core S&P Small-Cap ETF
-0.2%
-$455.56 
WMT Walmart Inc.
-0.18%
-$2,762.33 
CGDG Capital Group Dividend Growers ETF
-0.13%
-$953.2 Events
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Dividends
Dividend Analysis
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| Trades 324 | Longs Won 266/324 82% | Profit Factor 177.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $519,850.69 |
| Average Win $131,955.95 | Best Trade (Jun 15) $4.78M | Sharpe Ratio -10.21 |
| Average Loss -$3,402.12 | Worst Trade (Jun 14) -$77,539.32 | Z-Score 21.49 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $107,725.18 |
| 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 | 52,632 | 47,368 | 42,105 | 36,842 | 31,579 | 26,316 | 21,053 | 15,789 | 10,526 | 5,263 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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