Gabriel M. Bustamante Portfolio
Invests via Bayshore Asset Management LLC | Managed by Gabriel M. Munoz Bustamante, Gabriel John Munoz-Bustamante
Invests via Bayshore Asset Management LLC
Managed by Gabriel M. Munoz Bustamante, Gabriel John Munoz-Bustamante
Automatically Tracked
Gabriel M. Bustamante Profile
Gabriel M. Bustamante has established himself as a prominent investor-operator within the technology sector, leveraging deep expertise to drive innovation and growth in dynamic markets. With an extensive background in developing software solutions, he excels at identifying emerging trends that align with consumer needs. His entrepreneurial ventures have not only secured substantial funding but also positioned startups for scalability amidst evolving market demands. A graduate of top-tier institutions, Gabriel’s keen insights into product development and customer engagement contribute significantly to his endeavors, making him a vital player in today’s competitive landscape.
Gabriel M. Bustamante has established himself as a prominent investor-operator within the technology sector, leveraging deep expertise to drive innovation and growth in dynamic markets. With an extensive background in developing software solutions, he excels at identifying emerging trends that align with consumer needs. His entrepreneurial ventures have not only secured substantial funding but also positioned startups for scalability amidst evolving market demands. A graduate of top-tier institutions, Gabriel’s keen insights into product development and customer engagement contribute significantly to his endeavors, making him a vital player in today’s competitive landscape.
Investment Philosophy & Strategy
Innovation lies at the heart of Gabriel M. Bustamante's investment approach, particularly within the technology landscape. His track record of fostering entrepreneurial initiatives showcases a unique ability to pinpoint transformative ideas with substantial growth potential. By integrating insights from his background in software development, he focuses on catalyzing advancements that resonate with users and market trends alike. This proactive mindset empowers him to uncover opportunities where traditional investors may overlook value, thereby amplifying returns through strategic participation in high-potential startups.
Innovation lies at the heart of Gabriel M. Bustamante's investment approach, particularly within the technology landscape. His track record of fostering entrepreneurial initiatives showcases a unique ability to pinpoint transformative ideas with substantial growth potential. By integrating insights from his background in software development, he focuses on catalyzing advancements that resonate with users and market trends alike. This proactive mindset empowers him to uncover opportunities where traditional investors may overlook value, thereby amplifying returns through strategic participation in high-potential startups.
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:
98.67%
Gain +0.59%
Monthly
1.08%
Yearly
13.72%
Drawdown
24.43%
$281.25M
Equity
Holdings
$281.25M
Investment
$185.89M
$97.74M
Profit +$1.06M
Realized
$2.38M
Unrealized
$95.36M
Dividends
$17.62M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.06M
Win %
90%
This Week
Compared To Last Week
Gain
-0.24%
Profit
-$686,237.42
Win %
90%
This Month
Compared to last month
Gain
0.91%
Profit
$2.54M
Win %
90%
This Year
Compared to last year
Gain
0.53%
Profit
$1.47M
Win %
90%
MKC McCormick & Company, Incorporated
+3.01%
+$6,750 
ADP Automatic Data Processing Inc.
+2.59%
+$11,268.48 
ABBV AbbVie Inc.
+2.33%
+$7,792.02 
WMT Walmart Inc.
+2.28%
+$5,045.6 
HUM Humana Inc.
+1.64%
+$9,764.94 
RCL Royal Caribbean Group
+1.64%
+$6,294.98 
JNJ Johnson & Johnson
+1.13%
+$3,392.84 
MSFT Microsoft Corp.
+1.03%
+$20,600.76 
VNQ Vanguard Real Estate ETF
+0.92%
+$59,960.51 
AVSC Avantis U.S. Small Cap Equity ETF
+0.91%
+$2,921.87 
DFSV Dimensional US Small Cap Value ETF
+0.89%
+$30,063.9 
DFAT Dimensional US Targeted Value ETF
+0.88%
+$481,740.07 
RDN Radian Group Inc.
+0.79%
+$2,133.25 
BSVO EA Bridgeway Omni Small-Cap Value Fund
+0.78%
+$31,605.42 
DFAR Dimensional US Real Estate ETF
+0.76%
+$2,012.98 
DFAS Dimensional U.S. Small Cap ETF
+0.7%
+$41,018.33 
AVIV Avantis International Large Cap Value ETF
+0.7%
+$58,668.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.64%
+$66,727.24 
AVRE Avantis Real Estate ETF
+0.58%
+$5,566.08 
NEE NextEra Energy, Inc.
+0.57%
+$3,012.3 
DFIV Dimensional International Value ETF
+0.47%
+$114,212.8 
DFUV Dimensional US Marketwide Value ETF
+0.42%
+$118,987.55 
AVLV Avantis U.S. Large Cap Value ETF
+0.42%
+$18,987.43 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.29%
+$148,364.84 
DFAI Dimensional International Core Equity Market ETF
+0.28%
+$1,300.08 
AVDE Avantis International Equity ETF
+0.21%
+$10,163.9 
DISV Dimensional International Small Cap Equity Fund
+0.2%
+$8,366.81 
AVGE FRCL 3 2022Q3 Hb Float
+0.1%
+$298.3 
AAPL Apple Inc.
+0.09%
+$1,829.45 
DFAU Dimensional US Core Equity Market ETF
+0.09%
+$391.73 
AVUS Avantis U.S. Equity ETF
+0.07%
+$7,480.49 
VOO Vanguard S&P 500 ETF
+0.03%
+$96.58 
DFUS Dimensional U.S. Equity Market ETF
+0.02%
+$1,772.51 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$118.55 
SPY SPDR S&P 500 ETF Trust
0%
+$7.21 
NBIS Nebius Group N.V.
-5.18%
-$8,001.2 
ETN Eaton Corporation plc
-2.35%
-$4,651.24 
AVGO Broadcom Inc.
-2.03%
-$8,997.76 
NVDA NVIDIA Corporation
-1.81%
-$21,240 
PANW Palo Alto Networks, Inc.
-1.51%
-$42,002.1 
XLK State Street Technology Select Sector SPDR ETF
-1.3%
-$4,193.66 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.16%
-$13,861.8 
AVEM Avantis Emerging Markets Equity ETF
-1.1%
-$14,502.96 
XOM Exxon Mobil Corporation
-1.07%
-$3,336.4 
META Meta Platforms Inc Class A
-0.53%
-$10,287.29 
JPM JPMorgan Chase & Co.
-0.49%
-$1,158.68 
AVDV Avantis International Small Cap Value ETF
-0.47%
-$42,893.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.3%
-$24,801.59 
AVES Avantis Emerging Markets Value ETF
-0.29%
-$16,593.08 
AMZN Amazon.com Inc
-0.29%
-$4,349.73 
LNT Alliant Energy Corporation
-0.26%
-$865.9 
D Dominion Energy, Inc.
-0.08%
-$416.2 Events
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Dividends
Dividend Analysis
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| Trades 532 | Longs Won 412/532 77% | Profit Factor 18.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.15M |
| Average Win $250,998.91 | Best Trade (Oct 14) $15.69M | Sharpe Ratio -11.43 |
| Average Loss -$47,273.44 | Worst Trade (Oct 14) -$1.15M | Z-Score 18.97 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3w 3d | Expectancy $183,719.43 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 5,952 | 5,357 | 4,762 | 4,167 | 3,571 | 2,976 | 2,381 | 1,786 | 1,190 | 595 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,998 | $1.21M | $2.06M | - | $849,844.77 | 70.29% | +0.089% |
| ABBV AbbVie Inc. | 1,186 | $301,611.66 | $341,947.52 | - | $40,335.86 | 13.37% | +2.332% |
| ADP Automatic Data Processing Inc. | 1,550 | $381,520.1 | $445,764.5 | - | $64,244.4 | 16.84% | +2.593% |
| AMZN Amazon.com Inc | 5,878 | $1.05M | $1.49M | - | $435,523.27 | 41.34% | -0.291% |
| AVDE Avantis International Equity ETF | 54,940 | $3.04M | $4.91M | - | $1.87M | 61.5% | +0.207% |
| AVDV Avantis International Small Cap Value ETF | 85,787 | $4.73M | $9.16M | - | $4.44M | 93.86% | -0.466% |
| AVEM Avantis Emerging Markets Equity ETF | 14,503 | $697,078.77 | $1.31M | - | $608,481.29 | 87.29% | -1.099% |
| AVES Avantis Emerging Markets Value ETF | 87,332 | $3.78M | $5.6M | - | $1.83M | 48.33% | -0.295% |
| AVGE FRCL 3 2022Q3 Hb Float | 3,140 | $268,719.04 | $310,373.3 | - | $41,654.26 | 15.5% | +0.096% |
| AVGO Broadcom Inc. | 1,279 | $483,142.25 | $433,855.98 | - | -$49,286.27 | -10.2% | -2.032% |
| AVIV Avantis International Large Cap Value ETF | 105,709 | $4.7M | $8.4M | - | $3.7M | 78.71% | +0.703% |
| AVLV Avantis U.S. Large Cap Value ETF | 49,318 | $2.59M | $4.59M | - | $2M | 77.3% | +0.416% |
| AVRE Avantis Real Estate ETF | 21,408 | $936,142.07 | $958,436.16 | - | $22,294.09 | 2.38% | +0.584% |
| AVSC Avantis U.S. Small Cap Equity ETF | 4,675 | $267,820.74 | $325,450.12 | - | $57,629.38 | 21.52% | +0.906% |
| AVUS Avantis U.S. Equity ETF | 78,742 | $6.14M | $10.18M | - | $4.05M | 65.96% | +0.074% |
| AVUV Avantis U.S. Small Cap Value ETF | 87,799 | $7.4M | $10.53M | - | $3.13M | 42.35% | +0.638% |
| BSVO EA Bridgeway Omni Small-Cap Value Fund | 143,661 | $2.6M | $4.07M | - | $1.48M | 56.91% | +0.782% |
| D Dominion Energy, Inc. | 8,324 | $568,445.96 | $522,331 | - | -$46,114.96 | -8.11% | -0.08% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.14M | $32.91M | $51.37M | - | $18.47M | 56.11% | +0.29% |
| DFAI Dimensional International Core Equity Market ETF | 11,305 | $408,428.71 | $466,953.02 | - | $58,524.31 | 14.33% | +0.279% |
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FAQ
Which stocks have generated the highest profits for Gabriel M. Bustamante?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US Targeted Value ETF - $3.9M, Dimensional International Value ETF - $3.28M, Dimensional U.S. Core Equity 2 ETF - $2.6M, Dimensional US Marketwide Value ETF - $2.4M, and Avantis International Small Cap Value ETF - $1.15M. 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: Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest - $143,290.78, Cano Health, Inc - $127,693.83, Nuveen Municipal Credit Income Fund - $117,868.2, Nuveen AMT-Free Quality Municipal Income Fund - $114,825.45, and Equinox Gold Corp - $64,200. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gabriel M. Bustamante's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.62M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $3.11M, Dimensional International Value ETF - $3.01M, Dimensional U.S. Core Equity 2 ETF - $2.12M, Dimensional US Marketwide Value ETF - $1.55M, and Vanguard Real Estate ETF - $1.21M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gabriel M. Bustamante's monthly returns?
Gabriel M. Bustamante's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Gabriel M. Bustamante's strategy be considered aggressive or moderate?
Gabriel M. Bustamante's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Gabriel M. Bustamante's strategy?
Gabriel M. Bustamante's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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