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:
66.6%
Gain +0.51%
Monthly
1.29%
Yearly
16.57%
Drawdown
12.25%
$262.76M
Equity
Holdings
$262.76M
Investment
$177.75M
$92.64M
Profit +$973,662
Realized
$7.63M
Unrealized
$85.01M
Dividends
$18.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$973,662
Win %
71%
This Week
Compared To Last Week
Gain
0.37%
Profit
$973,662
Win %
71%
This Month
Compared to last month
Gain
-0.38%
Profit
-$988,209.08
Win %
71%
This Year
Compared to last year
Gain
5.59%
Profit
$13.91M
Win %
71%
PANW Palo Alto Networks, Inc.
+14.01%
+$247,309.59 
COIN Coinbase Global, Inc.
+9.71%
+$206,367.5 
GOOGL Alphabet Inc
+3.08%
+$17,476.56 
GOOG Alphabet Inc
+2.97%
+$259,117.64 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$235,389.37 
MO Altria Group, Inc.
+2.32%
+$231,612.8 
MSFT Microsoft Corp.
+2.27%
+$303,432.8 
T AT&T Inc.
+2.07%
+$192,973.68 
MCD McDonald's Corporation
+1.96%
+$146,448.96 
ABBV AbbVie Inc.
+1.73%
+$194,667.36 
GLNK Grayscale Chainlink Trust
+1.44%
+$1,496.92 
VZ Verizon Communications Inc.
+1.4%
+$143,192.8 
GSOL Grayscale Solana Trust
+1.17%
+$1,222.39 
KO The Coca-Cola Company
+1.1%
+$122,332.52 
HD The Home Depot, Inc.
+1%
+$8,380.11 
ITW Illinois Tool Works Inc.
+0.58%
+$52,809.12 
JNJ Johnson & Johnson
+0.58%
+$69,678.19 
AAPL Apple Inc.
+0.54%
+$78,135.73 
PG Procter & Gamble Co
+0.52%
+$43,362.67 
MELI MercadoLibre, Inc.
+0.34%
+$5,863.94 
PEP PepsiCo, Inc.
+0.04%
+$3,472.76 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AVGO Broadcom Inc.
-4.79%
-$456,104.62 
NVDA NVIDIA Corporation
-2.85%
-$511,181.54 
MMM 3M Company
-1.71%
-$162,011.82 
TSLA Tesla, Inc.
-1.4%
-$9,093.12 
AMZN Amazon.com Inc
-1.22%
-$40,471.46 
CVX Chevron Corporation
-0.94%
-$106,857.52 
XOM Exxon Mobil Corporation
-0.85%
-$102,020.62 
TROW T. Rowe Price Group, Inc.
-0.6%
-$53,672.96 
ED Consolidated Edison, Inc.
-0.58%
-$54,197.92 
SO The Southern Company
-0.43%
-$36,834.37 
O Realty Income Corporation
-0.37%
-$30,958.84 
WELL Welltower Inc.
-0.3%
-$38,449.34 
ETH Ethan Allen Interiors Inc
-0.17%
-$443.56 Events
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Dividends
Dividend Analysis
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| Trades 411 | Longs Won 292/411 71% | Profit Factor 20.82 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.09M |
| Average Win $333,260.77 | Best Trade (Sep 04) $17.62M | Sharpe Ratio -9.93 |
| Average Loss -$39,277.16 | Worst Trade (Sep 11) -$1.42M | Z-Score 8.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 4d | Expectancy $225,396.99 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,711 | 6,040 | 5,369 | 4,698 | 4,027 | 3,356 | 2,685 | 2,013 | 1,342 | 671 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,651 | $6.8M | $14.58M | - | $7.78M | 114.43% | +0.539% |
| ABBV AbbVie Inc. | 43,844 | $7.4M | $11.47M | - | $4.06M | 54.91% | +1.727% |
| AMZN Amazon.com Inc | 12,889 | $1.19M | $3.27M | - | $2.08M | 173.98% | -1.223% |
| AVGO Broadcom Inc. | 26,334 | $4.76M | $9.08M | - | $4.32M | 90.72% | -4.785% |
| COIN Coinbase Global, Inc. | 12,125 | $1.96M | $2.33M | - | $372,828.8 | 19.04% | +9.711% |
| CVX Chevron Corporation | 53,163 | $9.02M | $11.27M | - | $2.25M | 24.98% | -0.939% |
| ED Consolidated Edison, Inc. | 87,416 | $8.46M | $9.25M | - | $787,876.31 | 9.31% | -0.582% |
| ETH Ethan Allen Interiors Inc | 11,089 | $166,671 | $268,464.69 | - | $101,793.69 | 61.07% | -0.165% |
| GLNK Grayscale Chainlink Trust | 10,128 | $75,453.6 | $105,511.48 | - | $30,057.88 | 39.84% | +1.439% |
| GOOG Alphabet Inc | 26,042 | $2.6M | $8.99M | - | $6.39M | 245.88% | +2.966% |
| GOOGL Alphabet Inc | 1,674 | $317,151.65 | $584,125.56 | - | $266,973.91 | 84.18% | +3.084% |
| GSOL Grayscale Solana Trust | 13,552 | $74,945 | $105,979.35 | - | $31,034.35 | 41.41% | +1.167% |
| HD The Home Depot, Inc. | 2,712 | $854,664.73 | $845,682.96 | - | -$8,981.77 | -1.05% | +1.001% |
| ITW Illinois Tool Works Inc. | 33,852 | $7.8M | $9.13M | - | $1.33M | 17.06% | +0.582% |
| JNJ Johnson & Johnson | 45,541 | $7.76M | $12.16M | - | $4.41M | 56.83% | +0.576% |
| KO The Coca-Cola Company | 126,116 | $8.1M | $11.26M | - | $3.16M | 39.01% | +1.099% |
| MCD McDonald's Corporation | 29,526 | $7.98M | $7.6M | - | -$373,420.56 | -4.68% | +1.964% |
| MELI MercadoLibre, Inc. | 898 | $759,924 | $1.71M | - | $949,778.2 | 124.98% | +0.344% |
| MMM 3M Company | 57,451 | $6.4M | $9.32M | - | $2.92M | 45.62% | -1.709% |
| MO Altria Group, Inc. | 144,758 | $6.75M | $10.22M | - | $3.47M | 51.45% | +2.32% |
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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 Donald Windle?
The largest contributions to the portfolio's profits come from the following stocks: Welltower Inc - $2.26M, 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 and The Magnum Ice Cream Company N.V - $12,867.8. 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 $18.57M 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 Chevron Corporation - $1.11M. 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.
