Khanthaly Dacanay Portfolio

Invests via Chi Co. Wealth RIA | Managed by Khanthaly Dacanay

Invests via Chi Co. Wealth RIA

Managed by Khanthaly Dacanay

Automatically Tracked

Tracking: 0 Updated: 8 minutes ago

Khanthaly Dacanay Profile

With a diverse professional background in technology and finance, Khanthaly Dacanay stands out as an entrepreneurial founder dedicated to driving innovation within the digital sector. Bringing considerable expertise from his tenure in various leadership roles, he has effectively positioned himself at the intersection of tech development and investment opportunities. His strategic foresight has enabled successful collaborations with startups seeking to leverage cutting-edge solutions. This unique perspective allows him to identify emerging trends that shape market dynamics and create valuable growth avenues for investors. As a thought leader in fintech entrepreneurship, he continues to influence the landscape of modern business practices.

Investment Philosophy & Strategy

Innovation within the technology landscape often hinges on insightful leadership and keen market awareness. Khanthaly Dacanay leverages his extensive background in both finance and tech to foster an ecosystem where startups can flourish through innovative solutions. His entrepreneurial spirit drives him to explore investments that embrace transformative digital strategies, focusing on scalable business models that respond rapidly to evolving consumer demands. By championing collaboration among emerging companies, he establishes a framework for sustainable growth while identifying distinctive trends poised to impact the sector profoundly.

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:

36.71%

Gain -0.13%

Monthly

0.51%

Yearly

6.27%

Drawdown

14.43%

$183.12M

Equity

Holdings

$183.12M

Investment

$118.75M

$56.92M

Profit -$287,743.45

Realized

-$7.45M

Unrealized

$64.37M

Dividends

$8.01M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.13%

Profit

-$287,743.45

Win %

85%

This Week

Compared To Last Week

Gain

-0.92%

Profit

-$1.7M

Win %

85%

This Month

Compared to last month

Gain

-0.6%

Profit

-$1.1M

Win %

85%

This Year

Compared to last year

Gain

9.32%

Profit

$15.96M

Win %

85%

Gainers
Losers

CIFR Cipher Mining Inc.

+6.19%

+$42,000

IREN IREN Limited

+1.45%

+$24,600

USFD US Foods Holding Corp

+1.14%

+$2,654.08

JPM JPMorgan Chase & Co.

+0.91%

+$2,179.28

PCG PG&E Corporation

+0.69%

+$3,923.45

VLO Valero Energy Corporation

+0.49%

+$3,973.78

LVLU Lulu's Fashion Lounge Holdings, Inc.

+0.45%

+$4,833.6

BRK-B Berkshire Hathaway Inc.

+0.31%

+$1,580.13

CAT Caterpillar Inc.

+0.31%

+$3,199.11

TCBK Trico Bancshares

+0.23%

+$5,238.48

BF-B Brown-Forman Corporation

+0.04%

+$175.56

VWO Vanguard FTSE Emerging Markets ETF

+0.03%

+$92.91

DFAW Dimensional World Equity ETF

+0.02%

+$229.94

BIGC BigCommerce Holdings Inc.

KLAC KLA Corporation

-90.03%

-$65.85M

AMZN Amazon.com Inc

-2.76%

-$16,268.13

MSFT Microsoft Corp.

-2.01%

-$15,923.04

AAPL Apple Inc.

-1.27%

-$23,214.99

GRWG GrowGeneration Corp.

-0.97%

-$3,405

FERG Ferguson Enterprises Inc

-0.97%

-$1,964.7

META Meta Platforms Inc Class A

-0.94%

-$7,287.09

QQQ Invesco QQQ Trust, Series 1

-0.78%

-$3,543.75

DFAE Dimensional Emerging Core Equity Market ETF

-0.58%

-$107,205.53

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.54%

-$10,201.73

GLD SPDR Gold Shares

-0.5%

-$6,912.04

NVDA NVIDIA Corporation

-0.45%

-$3,957.37

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-0.37%

-$2,735.25

SPY SPDR S&P 500 ETF Trust

-0.34%

-$2,951.77

AJG Arthur J. Gallagher & Co.

-0.34%

-$2,144.52

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

-0.32%

-$1,168.44

GOOGL Alphabet Inc

-0.26%

-$2,698.92

DFAI Dimensional International Core Equity Market ETF

-0.23%

-$95,153.52

VTI VANGUARD TOTAL STOCK MKT ETF

-0.21%

-$1,974.93

DFAU Dimensional US Core Equity Market ETF

-0.17%

-$12,716.17

BSV Vanguard Short-Term Bond ETF

-0.09%

-$581.28

DFSD Dimensional Short-Duration Fixed Income ETF

-0.07%

-$3,285.24

DFAC Dimensional U.S. Core Equity 2 ETF

-0.05%

-$35,902.6

Events

Dividends

Dividend Analysis

No Data

Trades 339	Longs Won 230/339 67%	Profit Factor 6.49
Profitability	Shorts Won 0/0 0%	Standard Deviation $942,331.86
Average Win $292,547.87	Best Trade (Jun 11) $10.95M	Sharpe Ratio -10.92
Average Loss -$95,110.75	Worst Trade (Dec 31) -$1.79M	Z-Score 8.68 (100%)
Commissions $0	Avg. Trade Length 1y 7m	Expectancy $167,902.47

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%	0.07%
Consecutive Losing Trades	1,927	1,734	1,541	1,349	1,156	963	771	578	385	193