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:
79.89%
Gain +3.26%
Monthly
1.02%
Yearly
12.98%
Drawdown
16.83%
$192.24M
Equity
Holdings
$192.24M
Investment
$124.2M
$60.06M
Profit +$3.83M
Realized
-$7.98M
Unrealized
$68.04M
Dividends
$8.92M
Goals
Avg. 54% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.26%
Profit
$3.83M
Win %
83%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$2.15M
Win %
83%
This Month
Compared to last month
Gain
0.02%
Profit
$45,395.76
Win %
83%
This Year
Compared to last year
Gain
0.42%
Profit
$799,802.94
Win %
83%
IREN IREN Limited
+7.18%
+$101,801.94 
NBIS Nebius Group N.V.
+5.13%
+$15,093 
LITE Lumentum Holdings Inc.
+4.05%
+$9,002.7 
EQPT EquipmentShare.com Inc.
+2.54%
+$8,130.24 
VLO Valero Energy Corporation
+2.1%
+$24,944 
CAT Caterpillar Inc.
+1.88%
+$17,933.87 
PCG PG&E Corporation
+1.68%
+$8,180.88 
BF-B Brown-Forman Corporation
+1.67%
+$7,826.66 
KLAC KLA Corporation
+1.58%
+$89,065.21 
CIFR Cipher Mining Inc.
+1.52%
+$8,100 
LVLU Lulu's Fashion Lounge Holdings, Inc.
+1.17%
+$19,334.42 
TSLA Tesla, Inc.
+1.11%
+$2,179.44 
FERG Ferguson Enterprises Inc
+0.49%
+$995.53 
META Meta Platforms Inc Class A
+0.24%
+$1,837.71 
MU Micron Technology, Inc.
+0.15%
+$381.51 
DFAE Dimensional Emerging Core Equity Market ETF
+0.1%
+$18,664.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.07%
+$1,311.45 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$1,623.85 
ENLV Enlivex Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CMRC Commerce.com, Inc.
-5.64%
-$26,474.24 
AJG Arthur J. Gallagher & Co.
-2%
-$15,227.44 
GRWG GrowGeneration Corp.
-1.82%
-$6,810 
MSFT Microsoft Corp.
-1.57%
-$20,289.97 
COF Capital One Financial Corporation
-1.27%
-$2,968 
GOOGL Alphabet Inc
-1.15%
-$16,075.8 
GOOG Alphabet Inc
-1.08%
-$7,059 
AAPL Apple Inc.
-0.96%
-$19,608.48 
JPM JPMorgan Chase & Co.
-0.91%
-$2,547.33 
GLD SPDR Gold Shares
-0.87%
-$12,819.56 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$4,605.64 
USFD US Foods Holding Corp
-0.79%
-$2,095.92 
AMZN Amazon.com Inc
-0.69%
-$4,878.81 
BAC Bank of America Corporation
-0.52%
-$1,184.95 
TCBK Trico Bancshares
-0.46%
-$10,913.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.41%
-$334,187.89 
DFAU Dimensional US Core Equity Market ETF
-0.35%
-$27,676.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.33%
-$3,111.14 
DFAW Dimensional World Equity ETF
-0.33%
-$3,545.64 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$2,928.24 
VWO Vanguard FTSE Emerging Markets ETF
-0.31%
-$882.74 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$832.24 
DRI Darden Restaurants, Inc.
-0.19%
-$415.38 
NVDA NVIDIA Corporation
-0.18%
-$1,604.82 
DFAI Dimensional International Core Equity Market ETF
-0.16%
-$71,161.72 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$695.52 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.07%
-$547.05 
MED Medifast Inc.
-0.04%
-$105 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$203.89 Events
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Dividends
Dividend Analysis
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| Trades 379 | Longs Won 265/379 69% | Profit Factor 6.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $938,102.96 |
| Average Win $269,351.91 | Best Trade (Aug 14) $12.63M | Sharpe Ratio -10.61 |
| Average Loss -$99,300 | Worst Trade (Dec 31) -$1.79M | Z-Score 8.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 5d | Expectancy $158,464.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.07% |
| Consecutive Losing Trades | 1,934 | 1,741 | 1,547 | 1,354 | 1,161 | 967 | 774 | 580 | 387 | 193 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,408 | $1.21M | $2.03M | - | $817,752.76 | 67.42% | -0.956% |
| AJG Arthur J. Gallagher & Co. | 2,906 | $893,501.93 | $748,149.7 | - | -$145,352.23 | -16.27% | -1.995% |
| AMZN Amazon.com Inc | 2,718 | $502,465.61 | $697,751.37 | - | $195,285.76 | 38.87% | -0.694% |
| BAC Bank of America Corporation | 3,646 | $207,749.08 | $227,346.33 | - | $19,597.25 | 9.43% | -0.519% |
| BF-B Brown-Forman Corporation | 17,588 | $1.18M | $477,953.9 | - | -$698,119.32 | -59.36% | +1.665% |
| BRK-B Berkshire Hathaway Inc. | 1,042 | $377,048.96 | $522,677.62 | - | $145,628.66 | 38.62% | -0.873% |
| BSV Vanguard Short-Term Bond ETF | 8,322 | $642,770.37 | $642,420.95 | - | -$349.42 | -0.05% | -0.032% |
| CAT Caterpillar Inc. | 1,171 | $429,045.17 | $971,057.6 | - | $542,012.43 | 126.33% | +1.882% |
| CIFR Cipher Mining Inc. | 30,000 | $386,100 | $540,300 | - | $154,200 | 39.94% | +1.522% |
| CMRC Commerce.com, Inc. | 182,581 | $491,617.83 | $442,758.92 | - | -$48,858.91 | -9.94% | -5.642% |
| COF Capital One Financial Corporation | 1,060 | $212,657.2 | $229,808 | - | $17,150.8 | 8.06% | -1.275% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.81M | $50.35M | $82.26M | - | $31.9M | 63.36% | -0.405% |
| DFAE Dimensional Emerging Core Equity Market ETF | 466,601 | $11.79M | $18.95M | - | $7.16M | 60.71% | +0.099% |
| DFAI Dimensional International Core Equity Market ETF | 1.02M | $28.41M | $44.06M | - | $15.65M | 55.08% | -0.161% |
| DFAU Dimensional US Core Equity Market ETF | 149,602 | $4.29M | $7.94M | - | $3.65M | 85.13% | -0.347% |
| DFAW Dimensional World Equity ETF | 12,663 | $938,025.24 | $1.08M | - | $142,888.44 | 15.23% | -0.327% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 9,791 | $266,753.84 | $377,198.27 | - | $110,444.43 | 41.4% | -0.22% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 18,235 | $435,262.6 | $747,087.95 | - | $311,825.35 | 71.64% | -0.073% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 93,864 | $4.52M | $4.43M | - | -$91,301.51 | -2.02% | +0.037% |
| DRI Darden Restaurants, Inc. | 989 | $203,743.88 | $214,078.94 | - | $10,335.06 | 5.07% | -0.194% |
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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 - $3.03M, Dimensional U.S. Core Equity 2 ETF - $1.77M, Dimensional Emerging Core Equity Market ETF - $668,526.45, KLA Corporation - $398,175.1, 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 $8.92M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $3.18M, Dimensional U.S. Core Equity 2 ETF - $2.4M, Dimensional Emerging Core Equity Market ETF - $972,841.28, Dimensional Core Fixed Income ETF - $316,179.17, and Dimensional US Core Equity Market ETF - $296,374.49. 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.
