Thomas D'Auria Portfolio
Invests via Tandem Investment Partners LLC | Managed by Thomas D'Auria
Invests via Tandem Investment Partners LLC
Managed by Thomas D'Auria
Automatically Tracked
Seasoned investor and operator focused on growth-stage technology and services companies, advising boards on strategy, capital raising and M&A. Thomas D'Auria combines prior operating leadership with investment experience across venture and growth equity, with a track record of sourcing deal flow, leading diligence and scaling commercial teams. He frequently serves on portfolio advisory boards and helps founders align go-to-market and financial metrics. Background includes corporate strategy and business development roles and advanced business-school and engineering credentials from leading institutions.
Seasoned investor and operator focused on growth-stage technology and services companies, advising boards on strategy, capital raising and M&A. Thomas D'Auria combines prior operating leadership with investment experience across venture and growth equity, with a track record of sourcing deal flow, leading diligence and scaling commercial teams. He frequently serves on portfolio advisory boards and helps founders align go-to-market and financial metrics. Background includes corporate strategy and business development roles and advanced business-school and engineering credentials from leading institutions.
Investment Philosophy & Strategy
Combines operational leadership and growth-equity discipline to back and scale technology and services businesses. Focuses on growth-stage companies where commercial repeatability and unit-economics inflection are emerging, prioritizing founders who pair product-market fit with scalable GTM. Capital allocation favors follow-on support for market-proven winners, with hands-on board advisory to align go-to-market, metrics and M&A readiness. Investment horizon is multi-year, risk-managed by rigorous diligence, revenue-driven KPIs and staged financing tied to commercial milestones.
Combines operational leadership and growth-equity discipline to back and scale technology and services businesses. Focuses on growth-stage companies where commercial repeatability and unit-economics inflection are emerging, prioritizing founders who pair product-market fit with scalable GTM. Capital allocation favors follow-on support for market-proven winners, with hands-on board advisory to align go-to-market, metrics and M&A readiness. Investment horizon is multi-year, risk-managed by rigorous diligence, revenue-driven KPIs and staged financing tied to commercial milestones.
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:
25.88%
Gain +0.56%
Monthly
1.16%
Yearly
14.82%
Drawdown
15.06%
$133.39M
Equity
Holdings
$133.39M
Investment
$110.73M
$25.96M
Profit +$625,909.18
Realized
$3.3M
Unrealized
$22.66M
Dividends
$3.36M
Goals
Avg. 72.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$625,909.18
Win %
71%
This Week
Compared To Last Week
Gain
0.47%
Profit
$625,909.18
Win %
71%
This Month
Compared to last month
Gain
2.47%
Profit
$3.22M
Win %
71%
This Year
Compared to last year
Gain
2.23%
Profit
$2.97M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$30,667.99 
GOOG Alphabet Inc
+6.88%
+$111,519.35 
MSFT Microsoft Corp.
+3.02%
+$88,884.05 
NVDA NVIDIA Corporation
+2.93%
+$35,350.65 
CVX Chevron Corporation
+2.35%
+$7,543.88 
ORCL Oracle Corporation
+1.81%
+$13,063.05 
VZ Verizon Communications Inc.
+1.52%
+$6,580 
CAH Cardinal Health Inc.
+1.3%
+$3,611.19 
HONA Honeywell Aerospace Inc.
+1.18%
+$2,928.2 
ITW Illinois Tool Works Inc.
+1.15%
+$5,053.75 
CHY Calamos Convertible and High Income Fund
+0.96%
+$1,501.8 
IBM International Business Machines Corporation
+0.86%
+$3,904 
BIBL Inspire 100 ETF
+0.8%
+$2,474.64 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$58,889.84 
VOO Vanguard S&P 500 ETF
+0.71%
+$11,843.92 
QNDX State Street SPDR Portfolio Nasdaq 100 ETF
+0.69%
+$15,041.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$56,914.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$19,980 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$8,405.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21,025.72 
RTX RTX Corporation
+0.39%
+$1,912.68 
PG Procter & Gamble Co
+0.37%
+$2,194.73 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,784.6 
JPM JPMorgan Chase & Co.
+0.27%
+$5,729.3 
JNJ Johnson & Johnson
+0.21%
+$2,275.82 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$12,802.01 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$8,923.25 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$767.28 
CB Chubb Limited
+0.15%
+$519.93 
WMT Walmart Inc.
+0.09%
+$761.02 
PTL Inspire 500 ETF
+0.07%
+$342.97 
DIS The Walt Disney Company
+0.03%
+$71.58 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$242,772.52 
TJX The TJX Companies, Inc.
-1.21%
-$8,025.56 
NEE NextEra Energy, Inc.
-1.15%
-$7,852.75 
PNR Pentair plc
-1.1%
-$3,690.15 
LOW Lowe's Companies Inc.
-1.08%
-$4,483.25 
KO The Coca-Cola Company
-1.02%
-$4,557.6 
XOM Exxon Mobil Corporation
-0.97%
-$7,568.91 
GILD Gilead Sciences Inc.
-0.81%
-$2,570.12 
D Dominion Energy, Inc.
-0.8%
-$3,486.56 
BLK BlackRock, Inc.
-0.73%
-$3,942.12 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,120.03 
AMGN Amgen Inc.
-0.64%
-$3,343.05 
DHR Danaher Corporation
-0.61%
-$3,755.64 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$22,940.5 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$10,670.94 
AVDE Avantis International Equity ETF
-0.46%
-$8,039.64 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,803.85 
HD The Home Depot, Inc.
-0.42%
-$2,706.37 
VGT Vanguard Information Technology ETF
-0.38%
-$20,956.05 
AXP American Express Company
-0.38%
-$2,241.53 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,294.24 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$827.1 
VCRB Vanguard Core Bond ETF
-0.25%
-$21,501.35 
COST Costco Wholesale Corporation
-0.24%
-$1,573.18 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$13,675.14 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$1,534.55 
BKNG Booking Holdings Inc.
-0.18%
-$478.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$5,424.28 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$5,834.4 
PFXF VanEck Preferred Securities ex Financials ETF
-0.17%
-$670.95 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$843.5 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$5,246.4 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$5,152.95 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$295 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,566.95 
SPTS SPDR Portfolio Short Term Treasury ETF
-0.07%
-$631.38 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
-0.06%
-$233.7 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
-0.04%
-$101.44 
V Visa Inc. Class A
-0.04%
-$431.17 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$125.76 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$306.32 Events
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Dividends
Dividend Analysis
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| Trades 455 | Longs Won 340/455 74% | Profit Factor 15.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $227,933.95 |
| Average Win $81,698.4 | Best Trade (Aug 17) $2.19M | Sharpe Ratio -11.25 |
| Average Loss -$15,793.08 | Worst Trade (Mar 31) -$303,438.85 | Z-Score 7.79 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $57,057.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,901 | $2.44M | $3.06M | - | $618,929.22 | 25.37% | -7.354% |
| AMGN Amgen Inc. | 1,348 | $356,913.69 | $519,195.68 | - | $162,281.99 | 45.47% | -0.64% |
| AMZN Amazon.com Inc | 850 | $202,589 | $230,842.99 | - | $28,253.99 | 13.95% | +15.321% |
| AVDE Avantis International Equity ETF | 19,142 | $1.63M | $1.75M | - | $111,592.47 | 6.83% | -0.458% |
| AXP American Express Company | 1,765 | $563,014.12 | $593,481.25 | - | $30,467.13 | 5.41% | -0.376% |
| BIBL Inspire 100 ETF | 5,755 | $253,350.09 | $313,474.85 | - | $60,124.76 | 23.73% | +0.796% |
| BKNG Booking Holdings Inc. | 1,408 | $250,962 | $271,603.19 | - | $20,641.19 | 8.22% | -0.176% |
| BLK BlackRock, Inc. | 494 | $508,721.55 | $538,652.66 | - | $29,931.11 | 5.88% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 3,110 | $1.42M | $1.59M | - | $169,881.84 | 11.96% | +0.365% |
| CAH Cardinal Health Inc. | 1,220 | $289,823 | $280,636.6 | - | -$9,186.4 | -3.17% | +1.304% |
| CB Chubb Limited | 981 | $280,455.56 | $344,017.07 | - | $63,561.51 | 22.66% | +0.151% |
| CHY Calamos Convertible and High Income Fund | 12,515 | $142,448.05 | $157,063.25 | - | $14,615.2 | 10.26% | +0.965% |
| COST Costco Wholesale Corporation | 690 | $640,654.19 | $656,804.11 | - | $16,149.92 | 2.52% | -0.239% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 127,475 | $4.54M | $4.83M | - | $294,742.55 | 6.5% | +0.185% |
| COWZ Pacer US Cash Cows 100 ETF | 98,477 | $5.56M | $6.59M | - | $1.03M | 18.6% | +0.195% |
| CVX Chevron Corporation | 1,669 | $241,259.84 | $328,509.27 | - | $87,249.43 | 36.16% | +2.35% |
| D Dominion Energy, Inc. | 6,226 | $381,760.25 | $430,652.42 | - | $48,892.17 | 12.81% | -0.803% |
| DHR Danaher Corporation | 3,156 | $706,099.77 | $615,356.88 | - | -$90,742.89 | -12.85% | -0.607% |
| DIS The Walt Disney Company | 2,386 | $229,945.03 | $229,509.34 | - | -$435.69 | -0.19% | +0.031% |
| DLS WisdomTree International SmallCap Dividend Fund | 6,025 | $393,523.19 | $519,174.25 | - | $125,651.06 | 31.93% | -0.162% |
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FAQ
Which stocks have generated the highest profits for Thomas D'Auria?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $612,303.94, WisdomTree International SmallCap Dividend Fund - $523,062.5, Vanguard Core Bond ETF - $459,798.19, Vanguard Information Technology ETF - $454,931.76, and Invesco NASDAQ 100 ETF - $354,649.73. 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: UnitedHealth Group Incorporated - $214,340.69 and SPDR S&P MidCap 400 ETF Trust - $52,812.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas D'Auria's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.36M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $459,798.19, SPDR Bloomberg Investment Grade Floating Rate ETF - $228,560.55, Vanguard Total International Stock Index Fund Investor Shares - $228,365.85, Vanguard Intermediate-Term Corporate Bond Fund - $219,736.34, and Vanguard Intermediate-Term Treasury Fund - $167,057.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas D'Auria's monthly returns?
Thomas D'Auria's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Thomas D'Auria's strategy be considered aggressive or moderate?
Thomas D'Auria'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 Thomas D'Auria's strategy?
Thomas D'Auria'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.
