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:
72.99%
Gain +0.3%
Monthly
1.03%
Yearly
13.13%
Drawdown
16.79%
$185.72M
Equity
Holdings
$185.72M
Investment
$119.14M
$58.77M
Profit +$822,630.95
Realized
-$7.8M
Unrealized
$66.58M
Dividends
$8.87M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.3%
Profit
$822,630.95
Win %
88%
This Week
Compared To Last Week
Gain
1.3%
Profit
$2.38M
Win %
88%
This Month
Compared to last month
Gain
-0.59%
Profit
-$1.1M
Win %
88%
This Year
Compared to last year
Gain
13.26%
Profit
$21.7M
Win %
88%
LVLU Lulu's Fashion Lounge Holdings, Inc.
+29.67%
+$514,792.74 
IREN IREN Limited
+19.39%
+$195,600 
CIFR Cipher Mining Inc.
+18.02%
+$94,950 
BF-B Brown-Forman Corporation
+3.46%
+$15,537.06 
MSFT Microsoft Corp.
+2.1%
+$16,816.66 
GOOGL Alphabet Inc
+1.79%
+$17,707.23 
VLO Valero Energy Corporation
+1.76%
+$17,357.34 
AMZN Amazon.com Inc
+1.12%
+$6,756.03 
META Meta Platforms Inc Class A
+0.68%
+$5,997.93 
QQQ Invesco QQQ Trust, Series 1
+0.37%
+$1,612.8 
PCG PG&E Corporation
+0.32%
+$1,876.43 
VWO Vanguard FTSE Emerging Markets ETF
+0.21%
+$557.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.19%
+$32,627.77 
AJG Arthur J. Gallagher & Co.
+0.18%
+$1,362.06 
NVDA NVIDIA Corporation
+0.12%
+$1,038 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.03%
+$182.35 
BIGC BigCommerce Holdings Inc.
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CAT Caterpillar Inc.
-1.92%
-$19,507.04 
KLAC KLA Corporation
-1.8%
-$115,860.9 
USFD US Foods Holding Corp
-1.73%
-$4,287.36 
AAPL Apple Inc.
-1.71%
-$35,084.48 
GRWG GrowGeneration Corp.
-1.4%
-$4,540 
TCBK Trico Bancshares
-1.3%
-$34,268.39 
FERG Ferguson Enterprises Inc
-1.05%
-$2,155.41 
JPM JPMorgan Chase & Co.
-0.79%
-$2,056.7 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$245,395.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.5%
-$9,271.65 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.42%
-$1,460.55 
DFAW Dimensional World Equity ETF
-0.29%
-$2,759.28 
GLD SPDR Gold Shares
-0.22%
-$2,916 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.2%
-$161,561.7 
DFAU Dimensional US Core Equity Market ETF
-0.14%
-$10,472.14 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.09%
-$4,223.88 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$456.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$506.43 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$341.02 Events
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Dividends
Dividend Analysis
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| Trades 339 | Longs Won 236/339 69% | Profit Factor 6.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $957,243.81 |
| Average Win $294,182.07 | Best Trade (Jul 23) $11.4M | Sharpe Ratio -9.74 |
| Average Loss -$100,424.9 | Worst Trade (Dec 31) -$1.79M | Z-Score 9.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $173,364.35 |
| 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% | 0.06% |
| Consecutive Losing Trades | 1,848 | 1,664 | 1,479 | 1,294 | 1,109 | 924 | 739 | 555 | 370 | 185 |
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Returns
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Option values are updated at end of day.
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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 - $390,080.67, 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, Meta Platforms Inc Class A - $1.48M, Dimensional Core Fixed Income ETF - $1.45M, 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 $8.87M 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.
