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:
61.02%
Gain -0.31%
Monthly
1.3%
Yearly
16.8%
Drawdown
12.25%
$260.39M
Equity
Holdings
$260.39M
Investment
$177.75M
$90.28M
Profit -$553,231.06
Realized
$7.64M
Unrealized
$82.64M
Dividends
$18.14M
Goals
Avg. 96.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$553,231.06
Win %
75%
This Week
Compared To Last Week
Gain
1.52%
Profit
$3.91M
Win %
75%
This Month
Compared to last month
Gain
4.59%
Profit
$11.42M
Win %
75%
This Year
Compared to last year
Gain
4.64%
Profit
$11.54M
Win %
76%
AMZN Amazon.com Inc
+3.9%
+$114,067.78 
TSLA Tesla, Inc.
+3.53%
+$18,701.26 
NVDA NVIDIA Corporation
+2.65%
+$414,049.93 
COIN Coinbase Global, Inc.
+2.18%
+$42,316.3 
CVX Chevron Corporation
+0.02%
+$1,594.89 
MMM 3M Company
+0.01%
+$1,149.02 
ABBV AbbVie Inc.
0%
$0 
AVGO Broadcom Inc.
0%
$0 
ETH Ethan Allen Interiors Inc
0%
$0 
GLNK Grayscale Chainlink Trust
0%
$0 
GOOG Alphabet Inc
0%
$0 
GSOL Grayscale Solana Trust
0%
$0 
HD The Home Depot, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
-$0.34 
KO The Coca-Cola Company
0%
-$0.25 
MCD McDonald's Corporation
0%
+$0.3 
MELI MercadoLibre, Inc.
0%
-$0.05 
MO Altria Group, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
O Realty Income Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
+$0.05 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
SO The Southern Company
0%
-$0.29 
TROW T. Rowe Price Group, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
-$0.11 
XOM Exxon Mobil Corporation
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 411 | Longs Won 305/411 74% | Profit Factor 26.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $307,456.11 | Best Trade (Jul 31) $14.46M | Sharpe Ratio -101.35 |
| Average Loss -$32,951.83 | Worst Trade (Jul 31) -$1.19M | Z-Score 12.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2d | Expectancy $219,662.34 |
| 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 | 7,874 | 7,087 | 6,299 | 5,512 | 4,724 | 3,937 | 3,150 | 2,362 | 1,575 | 787 |
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Returns
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FAQ
Which stocks have generated the highest profits for Donald Windle?
The largest contributions to the portfolio's profits come from the following stocks: Welltower Inc - $2.21M, Altria Group, Inc - $2.11M, AT&T Inc - $1.99M, Verizon Communications Inc - $1.75M, and Broadcom Inc - $1.35M. 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: Schwab U.S. Dividend Equity ETF - $43,955.61. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Donald Windle's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.14M earned over time. The largest contributors to dividend income include Altria Group, Inc - $1.94M, Verizon Communications Inc - $1.7M, AT&T Inc - $1.4M, Realty Income Corporation - $1.28M, and T. Rowe Price Group, Inc - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Donald Windle's monthly returns?
Donald Windle'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 Donald Windle's strategy be considered aggressive or moderate?
Donald Windle's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Donald Windle's strategy?
Donald Windle'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.
