Lionel Daguzan Portfolio
Invests via Wormser Freres Gestion | Managed by Lionel Daguzan
Invests via Wormser Freres Gestion
Managed by Lionel Daguzan
Automatically Tracked
Operating executive and investor focused on technology and fintech, Lionel Daguzan brings founder and venture experience across early-stage software and marketplace businesses. He has led product, go-to-market and finance teams, serves as an angel investor and board advisor, and evaluates seed-to-Series A opportunities. Market participants view him as an operationally minded backer who supports commercial scaling, fundraising and strategic partnerships for growth-stage companies.
Operating executive and investor focused on technology and fintech, Lionel Daguzan brings founder and venture experience across early-stage software and marketplace businesses. He has led product, go-to-market and finance teams, serves as an angel investor and board advisor, and evaluates seed-to-Series A opportunities. Market participants view him as an operationally minded backer who supports commercial scaling, fundraising and strategic partnerships for growth-stage companies.
Investment Philosophy & Strategy
Operating executive and investor focused on technology and fintech, Lionel Daguzan brings founder and venture experience across early-stage software and marketplace businesses. He has led product, go-to-market and finance teams, serves as an angel investor and board advisor, and evaluates seed-to-Series A opportunities. Market participants view him as an operationally minded backer who supports commercial scaling, fundraising and strategic partnerships for growth-stage companies.
Operating executive and investor focused on technology and fintech, Lionel Daguzan brings founder and venture experience across early-stage software and marketplace businesses. He has led product, go-to-market and finance teams, serves as an angel investor and board advisor, and evaluates seed-to-Series A opportunities. Market participants view him as an operationally minded backer who supports commercial scaling, fundraising and strategic partnerships for growth-stage companies.
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:
12.41%
Gain -0.07%
Monthly
0.38%
Yearly
4.72%
Drawdown
24.09%
$175.82M
Equity
Holdings
$175.82M
Investment
$151.61M
$17.03M
Profit -$22,101.88
Realized
-$7.21M
Unrealized
$24.23M
Dividends
$2.45M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.07%
Profit
-$22,101.88
Win %
58%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$268,451.53
Win %
58%
This Month
Compared to last month
Gain
1.08%
Profit
$1.89M
Win %
58%
This Year
Compared to last year
Gain
0.11%
Profit
$187,010.86
Win %
50%
ABT Abbott Laboratories
+10.71%
+$24,769.96 
SYK Stryker Corporation
+4.66%
+$443,611.8 
ADSK Autodesk, Inc.
+3.87%
+$226.24 
BSX Boston Scientific Corporation
+3.67%
+$731.54 
ISRG Intuitive Surgical, Inc.
+3.44%
+$239,531.44 
ZTS Zoetis Inc.
+3.19%
+$1,616.02 
XYL Xylem Inc.
+3.19%
+$21,660.39 
PTC PTC Inc.
+3.03%
+$4,511.25 
EMR Emerson Electric Co.
+2.08%
+$180,477.59 
AAPL Apple Inc.
+1.76%
+$2,304 
LLY Eli Lilly and Company
+1.08%
+$7,022.4 
55354G100
0%
$0 
67066G104
0%
$0 
ALC Alcon Inc.
0%
$0 
ALGN Align Technology, Inc.
0%
$0 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AVGO Broadcom Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
DHR Danaher Corporation
0%
+$0.02 
ECL Ecolab Inc.
0%
$0 
EW Edwards Lifesciences Corporation
0%
$0 
FICO Fair Isaac Corporation
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
IAU iShares Gold Trust
0%
$0 
IBHG iShares iBonds 2027 High Yield Income
0%
-$0.01 
IBHH iShares iBonds 2028 Term High Yield ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
$0 
ILMN Illumina, Inc.
0%
$0 
ITRI Itron Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
LITE Lumentum Holdings Inc.
0%
$0 
LRCX Lam Research Corporation
0%
$0 
MCHI iShares MSCI China ETF
0%
$0 
MDB MongoDB Inc.
0%
$0 
MOO VanEck Agribusiness ETF
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MSI Motorola Solutions, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
RACE Ferrari N.V.
0%
+$0.03 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SPOT Spotify Technology S.A.
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UNH UnitedHealth Group Incorporated
0%
$0 
V Visa Inc. Class A
0%
$0 
VEEV Veeva Systems Inc.
0%
$0 
VEGI iShares MSCI Global Agriculture Producers ETF
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.31 
XLE Energy Select Sector SPDR Fund
0%
$0 
XME SPDR S&P Metals & Mining ETF
0%
$0 
INTC Intel Corporation
-5.84%
-$1,051.75 
TER Teradyne, Inc.
-5.79%
-$713.52 
GOOGL Alphabet Inc
-4.44%
-$668,918.35 
AMAT Applied Materials, Inc.
-3.19%
-$814 
AMZN Amazon.com Inc
-1.99%
-$271,377.36 
ANET Arista Networks, Inc.
-1.95%
-$4,499.04 
DDOG Datadog, Inc. Class A Common Stock
-0.81%
-$136.96 
NET Cloudflare Inc.
-0.21%
-$38.28 
PANW Palo Alto Networks, Inc.
-0.01%
-$1,011.83 Events
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Dividends
Dividend Analysis
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| Trades 439 | Longs Won 224/439 51% | Profit Factor 1.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $611,389.68 |
| Average Win $197,032.36 | Best Trade (Jul 17) $7.13M | Sharpe Ratio -11.88 |
| Average Loss -$126,078.65 | Worst Trade (Mar 31) -$3.67M | Z-Score -0.47 (36.1%) |
| Commissions $0 | Avg. Trade Length 1y 3w 5d | Expectancy $38,788.93 |
| 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% | 0.03% | 2.14% |
| Consecutive Losing Trades | 1,395 | 1,255 | 1,116 | 976 | 837 | 697 | 558 | 418 | 279 | 139 |
Hover over the desired column for a detailed explanation.
Returns
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