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:
24.25%
Gain 0%
Monthly
1.01%
Yearly
12.86%
Drawdown
15.07%
$130.65M
Equity
Holdings
$130.65M
Investment
$110.55M
$24.4M
Profit +$5,411.53
Realized
$3.72M
Unrealized
$20.68M
Dividends
$3.82M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.003%
Profit
$5,411.53
Win %
67%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$816,535.17
Win %
67%
This Month
Compared to last month
Gain
0.96%
Profit
$1.24M
Win %
67%
This Year
Compared to last year
Gain
0.36%
Profit
$526,875.79
Win %
71%
RTX RTX Corporation
+3.73%
+$15,800.99 
CVX Chevron Corporation
+2.58%
+$9,888.48 
XOM Exxon Mobil Corporation
+2.46%
+$21,100.15 
KO The Coca-Cola Company
+2.06%
+$9,754.6 
CB Chubb Limited
+1.98%
+$7,014 
TJX The TJX Companies, Inc.
+1.9%
+$11,466.9 
PG Procter & Gamble Co
+1.42%
+$9,270.11 
JPM JPMorgan Chase & Co.
+1.25%
+$25,336.93 
BRK-B Berkshire Hathaway Inc.
+1.23%
+$20,155.2 
BLK BlackRock, Inc.
+1.21%
+$6,609.6 
COST Costco Wholesale Corporation
+1.14%
+$7,659 
D Dominion Energy, Inc.
+1.11%
+$4,316.2 
NEE NextEra Energy, Inc.
+1.06%
+$6,526.8 
JNJ Johnson & Johnson
+0.9%
+$9,699.12 
VZ Verizon Communications Inc.
+0.88%
+$3,611.4 
LOW Lowe's Companies Inc.
+0.81%
+$3,187.95 
WMT Walmart Inc.
+0.8%
+$7,153.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.73%
+$3,239 
DLS WisdomTree International SmallCap Dividend Fund
+0.72%
+$2,494.72 
V Visa Inc. Class A
+0.71%
+$8,817.38 
HD The Home Depot, Inc.
+0.45%
+$2,727.2 
AAPL Apple Inc.
+0.43%
+$14,335.64 
ITW Illinois Tool Works Inc.
+0.4%
+$1,678.6 
VYMI Vanguard International High Dividend Yield Index Fund
+0.26%
+$5,696.6 
AVDE Avantis International Equity ETF
+0.2%
+$3,799.26 
XTRE BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
+0.15%
+$554.28 
CAH Cardinal Health Inc.
+0.14%
+$427 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.1%
+$3,620.16 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.1%
+$257.1 
SPTS SPDR Portfolio Short Term Treasury ETF
+0.07%
+$210.76 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$197.28 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$252.52 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$1,026.59 
COWZ Pacer US Cash Cows 100 ETF
+0.01%
+$971.69 
SPAB SPDR Portfolio Aggregate Bond ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ORCL Oracle Corporation
-4.65%
-$34,531.25 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-3.31%
-$174,663.69 
VGT Vanguard Information Technology ETF
-2.87%
-$169,146.9 
CHY Calamos Convertible and High Income Fund
-2.63%
-$3,919.5 
QNDX State Street SPDR Portfolio Nasdaq 100 ETF
-2.51%
-$64,275.4 
QQQ Invesco QQQ Trust, Series 1
-2.5%
-$79,224.6 
GOOG Alphabet Inc
-2.32%
-$37,880 
MSFT Microsoft Corp.
-1.93%
-$67,036.36 
AMZN Amazon.com Inc
-1.87%
-$4,069.79 
PFXF VanEck Preferred Securities ex Financials ETF
-1.74%
-$6,754.5 
NVDA NVIDIA Corporation
-1.43%
-$19,235.5 
BKNG Booking Holdings Inc.
-1.42%
-$3,203.05 
PTL Inspire 500 ETF
-1.34%
-$6,241.5 
BIBL Inspire 100 ETF
-1.29%
-$3,991.65 
SCHB Schwab U.S. Broad Market ETF
-1.18%
-$17,771.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.15%
-$43,530.45 
SCHM Schwab U.S. Mid-Cap ETF
-1.13%
-$3,698.37 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.11%
-$99,101.2 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$92,214.92 
VOO Vanguard S&P 500 ETF
-1.1%
-$18,627.24 
DHR Danaher Corporation
-1.06%
-$7,628.46 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.96%
-$24,301.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.94%
-$31,320 
MDY SPDR S&P MidCap 400 ETF Trust
-0.94%
-$36,179.52 
IJR iShares Core S&P Small-Cap ETF
-0.93%
-$9,056 
TMO Thermo Fisher Scientific Inc.
-0.93%
-$10,033.54 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.89%
-$3,179 
IBM International Business Machines Corporation
-0.85%
-$4,051.08 
GILD Gilead Sciences Inc.
-0.75%
-$2,810.76 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$30,800.02 
RSP Invesco S&P 500 Equal Weight ETF
-0.42%
-$13,163.15 
AMGN Amgen Inc.
-0.35%
-$2,058.98 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.28%
-$856.66 
XLV Health Care Select Sector SPDR Fund
-0.27%
-$11,112 
DIS The Walt Disney Company
-0.12%
-$310.18 
VIG Vanguard Dividend Appreciation ETF
-0.12%
-$978.6 
AXP American Express Company
-0.09%
-$502.6 
VCRB Vanguard Core Bond ETF
-0.03%
-$2,146.34 
PNR Pentair plc
-0.02%
-$51.45 Events
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Dividends
Dividend Analysis
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| Trades 527 | Longs Won 383/527 72% | Profit Factor 11.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $200,371.42 |
| Average Win $69,884.87 | Best Trade (Oct 17) $2.05M | Sharpe Ratio -11.04 |
| Average Loss -$16,319.64 | Worst Trade (Mar 31) -$303,438.85 | Z-Score 3.87 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 6d | Expectancy $46,296.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,819 | $2.42M | $3.37M | - | $953,379.39 | 39.41% | +0.427% |
| AMGN Amgen Inc. | 1,337 | $354,046.65 | $578,239.13 | - | $224,192.48 | 63.32% | -0.355% |
| AMZN Amazon.com Inc | 855 | $203,834.75 | $213,750 | - | $9,915.25 | 4.86% | -1.868% |
| AVDE Avantis International Equity ETF | 21,107 | $1.81M | $1.9M | - | $89,691.97 | 4.95% | +0.2% |
| AXP American Express Company | 1,795 | $572,137.12 | $562,894.05 | - | -$9,243.07 | -1.62% | -0.089% |
| BIBL Inspire 100 ETF | 5,785 | $254,971.89 | $306,084.35 | - | $51,112.46 | 20.05% | -1.287% |
| BKNG Booking Holdings Inc. | 1,363 | $242,941.2 | $222,782.35 | - | -$20,158.85 | -8.3% | -1.417% |
| BLK BlackRock, Inc. | 486 | $500,520.67 | $551,308.68 | - | $50,788.01 | 10.15% | +1.213% |
| BRK-B Berkshire Hathaway Inc. | 3,120 | $1.43M | $1.66M | - | $234,289.74 | 16.43% | +1.229% |
| CAH Cardinal Health Inc. | 1,220 | $289,823 | $309,953.2 | - | $20,130.2 | 6.95% | +0.138% |
| CB Chubb Limited | 1,002 | $287,285.82 | $360,509.58 | - | $73,223.76 | 25.49% | +1.984% |
| CHY Calamos Convertible and High Income Fund | 13,065 | $148,888.54 | $145,152.15 | - | -$3,736.39 | -2.51% | -2.629% |
| COST Costco Wholesale Corporation | 690 | $640,654.19 | $682,485.9 | - | $41,831.71 | 6.53% | +1.135% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 129,765 | $4.63M | $5.1M | - | $468,505.47 | 10.12% | -3.314% |
| COWZ Pacer US Cash Cows 100 ETF | 97,169 | $5.48M | $6.83M | - | $1.35M | 24.69% | +0.014% |
| CVX Chevron Corporation | 1,744 | $256,575.58 | $392,382.58 | - | $135,807 | 52.93% | +2.585% |
| D Dominion Energy, Inc. | 6,166 | $378,090.05 | $391,910.96 | - | $13,820.91 | 3.66% | +1.114% |
| DHR Danaher Corporation | 3,101 | $693,474.53 | $710,253.04 | - | $16,778.51 | 2.42% | -1.063% |
| DIS The Walt Disney Company | 2,386 | $229,945.03 | $263,772.3 | - | $33,827.27 | 14.71% | -0.117% |
| DLS WisdomTree International SmallCap Dividend Fund | 4,075 | $270,770.5 | $350,246.25 | - | $79,475.75 | 29.35% | +0.717% |
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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 Thomas D'Auria?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $666,639.39, WisdomTree International SmallCap Dividend Fund - $573,945.18, Vanguard Information Technology ETF - $488,201.46, Vanguard Core Bond ETF - $484,270.63, and Vanguard Total International Stock Index Fund Investor Shares - $383,297.67. 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, Honeywell Aerospace Inc - $79,993.3, SPDR S&P MidCap 400 ETF Trust - $32,421.02, and Booking Holdings Inc - $98.5. 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 $3.82M earned over time. The largest contributors to dividend income include Vanguard Core Bond ETF - $493,348.25, Vanguard Intermediate-Term Corporate Bond Fund - $249,534.91, SPDR Bloomberg Investment Grade Floating Rate ETF - $240,611.44, Vanguard Total International Stock Index Fund Investor Shares - $240,232.83, and Vanguard Intermediate-Term Treasury Fund - $190,509.41. 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.
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