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
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.
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.
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:
82.61%
Gain +0.71%
Monthly
0.91%
Yearly
11.42%
Drawdown
16.83%
$186.42M
Equity
Holdings
$186.42M
Investment
$124.2M
$54.28M
Profit +$871,857.73
Realized
-$7.94M
Unrealized
$62.22M
Dividends
$9.51M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.71%
Profit
$871,857.73
Win %
82%
This Week
Compared To Last Week
Gain
0.47%
Profit
$871,857.73
Win %
82%
This Month
Compared to last month
Gain
-1.45%
Profit
-$2.74M
Win %
82%
This Year
Compared to last year
Gain
-2.62%
Profit
-$5.01M
Win %
83%
TSLA Tesla, Inc.
+5.73%
+$11,819.59 
MED Medifast Inc.
+5.31%
+$13,230 
LITE Lumentum Holdings Inc.
+3.62%
+$6,901.02 
CMRC Commerce.com, Inc.
+2.39%
+$15,519.39 
KLAC KLA Corporation
+2.33%
+$103,176.4 
DRI Darden Restaurants, Inc.
+2.08%
+$4,376.32 
VLO Valero Energy Corporation
+1.96%
+$26,240 
USFD US Foods Holding Corp.
+1.78%
+$4,588.02 
NVDA NVIDIA Corporation
+1.64%
+$13,182.41 
FERG Ferguson Enterprises Inc.
+1.45%
+$2,889.68 
TCBK TriCo Bancshares
+1.37%
+$31,649.15 
BAC Bank of America Corporation
+1.33%
+$2,461.05 
COF Capital One Financial Corp.
+1.33%
+$2,830.2 
EQPT EquipmentShare.com Inc. Class A Common Stock
+1.31%
+$3,440.85 
JPM JPMorgan Chase & Co.
+1.3%
+$3,357.5 
MU Micron Technology Inc.
+1.2%
+$2,566.08 
PCG PG&E Corporation
+0.99%
+$4,260.87 
AMZN Amazon.com Inc
+0.94%
+$6,360.12 
GRWG GrowGeneration Corp.
+0.71%
+$2,270 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$2,961.63 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$533,074.84 
DFAU Dimensional U.S. Core Equity Market ETF
+0.66%
+$51,612.69 
VTI Vanguard Total Stock Market ETF
+0.65%
+$5,999.16 
SPY State Street SPDR S&P 500 ETF Trust
+0.61%
+$5,491.96 
DFAI Dimensional International Core Equity Market ETF
+0.57%
+$238,900.06 
VEA Vanguard FTSE Developed Markets ETF
+0.54%
+$9,835.8 
BRK-B Berkshire Hathaway Inc.
+0.49%
+$2,750.88 
MSFT Microsoft Corporation Common Stock
+0.37%
+$5,082.25 
DFAW Dimensional World Equity ETF
+0.37%
+$3,925.53 
GLD SPDR Gold Shares
+0.12%
+$1,656.46 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.07%
+$3,285.24 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.06%
+$195.82 
BSV Vanguard Short-Term Bond ETF
+0.05%
+$291.27 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NBIS Nebius Group N.V. Class A Ordinary Shares
-3.7%
-$7,637.51 
ENLV Enlivex Ltd.
-3.4%
-$6.24 
CIFR Cipher Digital Inc.
-2.58%
-$6,150 
IREN IREN Ltd.
-1.59%
-$12,527.03 
META Meta Platforms Inc Class A
-1.18%
-$9,212.69 
LVLU Lulu's Fashion Lounge Holdings, Inc.
-1.08%
-$16,572.36 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.07%
-$7,294 
DFAE Dimensional Emerging Core Equity Market ETF
-0.99%
-$170,309.36 
AJG Arthur J. Gallagher & Co.
-0.94%
-$7,323.15 
VWO Vanguard FTSE Emerging Markets ETF
-0.92%
-$2,439.15 
AAPL Apple Inc.
-0.92%
-$20,505.66 
BF-B Brown-Forman Corporation
-0.88%
-$4,572.88 
CAT Caterpillar Inc.
-0.2%
-$1,615.98 
GOOG Alphabet Inc
-0.15%
-$955.5 
GOOGL Alphabet Inc
-0.12%
-$1,628.15 Events
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Dividends
Dividend Analysis
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| Trades 379 | Longs Won 262/379 69% | Profit Factor 5.53 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $904,684.52 |
| Average Win $252,914.71 | Best Trade (Oct 20) $11.88M | Sharpe Ratio -10.61 |
| Average Loss -$102,411.72 | Worst Trade (Dec 31) -$1.79M | Z-Score 8.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 4w 1d | Expectancy $143,222.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.11% |
| Consecutive Losing Trades | 1,821 | 1,639 | 1,457 | 1,275 | 1,093 | 911 | 729 | 546 | 364 | 182 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,408 | $1.21M | $2.21M | - | $994,741.72 | 82.01% | -0.92% |
| AJG Arthur J. Gallagher & Co. | 2,906 | $893,501.93 | $771,601.12 | - | -$121,900.81 | -13.64% | -0.94% |
| AMZN Amazon.com Inc | 2,718 | $502,465.61 | $680,424.12 | - | $177,958.51 | 35.42% | +0.944% |
| BAC Bank of America Corporation | 3,646 | $207,749.08 | $186,802.81 | - | -$20,946.27 | -10.08% | +1.335% |
| BF-B Brown-Forman Corporation | 17,588 | $1.18M | $512,690.2 | - | -$663,383.02 | -56.41% | -0.884% |
| BRK-B Berkshire Hathaway Inc. | 1,042 | $377,048.96 | $567,712.86 | - | $190,663.9 | 50.57% | +0.487% |
| BSV Vanguard Short-Term Bond ETF | 8,322 | $642,770.37 | $639,337.65 | - | -$3,432.72 | -0.53% | +0.046% |
| CAT Caterpillar Inc. | 1,171 | $429,045.17 | $802,861.02 | - | $373,815.85 | 87.13% | -0.201% |
| CIFR Cipher Digital Inc. | 30,000 | $386,100 | $232,050 | - | -$154,050 | -39.9% | -2.582% |
| CMRC Commerce.com, Inc. | 182,581 | $491,617.83 | $665,507.74 | - | $173,889.91 | 35.37% | +2.388% |
| COF Capital One Financial Corp. | 1,060 | $212,657.2 | $216,250.6 | - | $3,593.4 | 1.69% | +1.326% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.81M | $50.35M | $81.35M | - | $31M | 61.57% | +0.66% |
| DFAE Dimensional Emerging Core Equity Market ETF | 466,601 | $11.79M | $16.94M | - | $5.15M | 43.67% | -0.995% |
| DFAI Dimensional International Core Equity Market ETF | 1.02M | $28.41M | $42.13M | - | $13.72M | 48.28% | +0.57% |
| DFAU Dimensional U.S. Core Equity Market ETF | 149,602 | $4.29M | $7.89M | - | $3.6M | 83.93% | +0.658% |
| DFAW Dimensional World Equity ETF | 12,663 | $938,025.24 | $1.05M | - | $115,029.84 | 12.26% | +0.374% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 9,791 | $266,753.84 | $352,573.91 | - | $85,820.07 | 32.17% | +0.056% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 18,235 | $435,262.6 | $671,412.7 | - | $236,150.1 | 54.25% | -1.075% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 93,864 | $4.52M | $4.39M | - | -$134,694.84 | -2.98% | +0.075% |
| DRI Darden Restaurants, Inc. | 989 | $203,743.88 | $214,439.92 | - | $10,696.04 | 5.25% | +2.083% |
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FAQ
Which stocks have generated the highest profits for Khanthaly Dacanay?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional International Core Equity Market ETF - $3.22M, Dimensional U.S. Core Equity 2 ETF - $1.95M, Dimensional Emerging Core Equity Market ETF - $793,575.52, KLA Corporation - $397,060.25, and Lulu's Fashion Lounge Holdings, Inc - $269,504.08. 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: Apple Inc - $1.7M, Dimensional Core Fixed Income ETF - $1.45M, Meta Platforms Inc Class A - $1.44M, Dimensional Inflation-Protected Securities ETF - $676,481.02, and Dimensional National Municipal Bond ETF - $478,690.12. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Khanthaly Dacanay's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.51M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $3.36M, Dimensional U.S. Core Equity 2 ETF - $2.58M, Dimensional Emerging Core Equity Market ETF - $1.1M, Dimensional Core Fixed Income ETF - $316,179.17, and Dimensional U.S. Core Equity Market ETF - $314,625.93. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Khanthaly Dacanay's monthly returns?
Khanthaly Dacanay'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 Khanthaly Dacanay's strategy be considered aggressive or moderate?
Khanthaly Dacanay's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Khanthaly Dacanay's strategy?
Khanthaly Dacanay'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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