DW
Donald Windle Portfolio
Invests via Windle Wealth LLC | Managed by Donald Windle
Invests via Windle Wealth LLC
Managed by Donald Windle
Automatically Tracked
Donald Windle Profile
With a diverse background in technology and finance, Donald Windle has built a career characterized by innovation and strategic insight. His leadership experience spans several high-growth startups, where he played critical roles in product development and market expansion. Leveraging his deep understanding of capital markets, he effectively aligns business objectives with emerging market opportunities. Throughout his journey, he has developed significant expertise in navigating competitive landscapes, making him an influential figure among entrepreneurs and investors alike. His unique ability to combine technical knowledge with financial acumen positions him as a notable contributor to the evolving tech-financial nexus.
With a diverse background in technology and finance, Donald Windle has built a career characterized by innovation and strategic insight. His leadership experience spans several high-growth startups, where he played critical roles in product development and market expansion. Leveraging his deep understanding of capital markets, he effectively aligns business objectives with emerging market opportunities. Throughout his journey, he has developed significant expertise in navigating competitive landscapes, making him an influential figure among entrepreneurs and investors alike. His unique ability to combine technical knowledge with financial acumen positions him as a notable contributor to the evolving tech-financial nexus.
Investment Philosophy & Strategy
Adopting a growth-focused approach, Donald Windle seeks opportunities at the intersection of technology and finance. His extensive experience in high-growth environments fuels his ability to identify emerging trends and capitalize on them strategically. With a strong inclination towards operational improvement, he prioritizes investments that promise scalability and transformative impact within their sectors. By leveraging his unique combination of technical expertise and market knowledge, investment decisions are crafted with an eye toward future innovations that drive substantial business model advancements.
Adopting a growth-focused approach, Donald Windle seeks opportunities at the intersection of technology and finance. His extensive experience in high-growth environments fuels his ability to identify emerging trends and capitalize on them strategically. With a strong inclination towards operational improvement, he prioritizes investments that promise scalability and transformative impact within their sectors. By leveraging his unique combination of technical expertise and market knowledge, investment decisions are crafted with an eye toward future innovations that drive substantial business model advancements.
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:
30.56%
Gain +0.01%
Monthly
0.74%
Yearly
9.32%
Drawdown
10.29%
$245.34M
Equity
Holdings
$245.34M
Investment
$171.85M
$80.33M
Profit +$41,781.89
Realized
$6.84M
Unrealized
$73.49M
Dividends
$17.92M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$41,781.89
Win %
73%
This Week
Compared To Last Week
Gain
0.02%
Profit
$41,781.89
Win %
73%
This Month
Compared to last month
Gain
-0.99%
Profit
-$2.46M
Win %
73%
This Year
Compared to last year
Gain
5.82%
Profit
$13.31M
Win %
73%
T AT&T Inc.
+2.52%
+$197,262.64 
VZ Verizon Communications Inc.
+2.49%
+$228,602.79 
TSLA Tesla, Inc.
+1.82%
+$12,929.28 
WELL Welltower Inc.
+1.69%
+$193,030.32 
ABBV AbbVie Inc.
+1.32%
+$126,652.48 
O Realty Income Corporation
+1.31%
+$106,042.77 
TROW T. Rowe Price Group, Inc.
+1.26%
+$113,279.82 
ITW Illinois Tool Works Inc.
+1.17%
+$94,170.66 
JNJ Johnson & Johnson
+1.07%
+$114,317.78 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$75,549 
PG Procter & Gamble Co
+0.86%
+$70,624.7 
ED Consolidated Edison, Inc.
+0.84%
+$76,175.1 
SO The Southern Company
+0.78%
+$69,582.14 
CVX Chevron Corporation
+0.75%
+$74,319.87 
MO Altria Group, Inc.
+0.74%
+$75,342.15 
HD The Home Depot, Inc.
+0.73%
+$6,418.86 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$6,863.96 
GOOGL Alphabet Inc
+0.53%
+$3,195.43 
GOOG Alphabet Inc
+0.45%
+$41,441.6 
PEP PepsiCo, Inc.
+0.38%
+$28,455.84 
XOM Exxon Mobil Corporation
+0.28%
+$29,619.74 
MMM 3M Company
+0.26%
+$22,393.93 
NVDA NVIDIA Corporation
+0.16%
+$26,306.56 
KO The Coca-Cola Company
+0.11%
+$11,112.57 
MSFT Microsoft Corp.
+0.1%
+$10,199.75 
PANW Palo Alto Networks, Inc.
+0.03%
+$480.42 
MCD McDonald's Corporation
+0.01%
+$1,108.76 
Events
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Dividends
Dividend Analysis
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| Trades 380 | Longs Won 275/380 72% | Profit Factor 20.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.05M |
| Average Win $306,828.51 | Best Trade (Jun 14) $15.27M | Sharpe Ratio -7.27 |
| Average Loss -$38,550.65 | Worst Trade (Jun 14) -$1.16M | Z-Score 10.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 6d | Expectancy $211,394.8 |
| 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 | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
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Returns
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