Lionel Daguzan Portfolio

Invests via Wormser Freres Gestion | Managed by Lionel Daguzan

Invests via Wormser Freres Gestion

Managed by Lionel Daguzan

Automatically Tracked

Tracking: 0 Updated: 7 hours ago

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

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:

10.15%

Gain -1.66%

Monthly

0.33%

Yearly

4.07%

Drawdown

20.47%

$148.2M

Equity

Holdings

$148.2M

Investment

$130M

$13.19M

Profit -$2.67M

Realized

-$5.02M

Unrealized

$18.2M

Dividends

$2.2M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-1.66%

Profit

-$2.67M

Win %

47%

This Week

Compared To Last Week

Gain

-2.83%

Profit

-$4.32M

Win %

47%

This Month

Compared to last month

Gain

-2.83%

Profit

-$4.32M

Win %

47%

This Year

Compared to last year

Gain

-21.18%

Profit

-$36.54M

Win %

44%

Gainers
Losers

ILMN Illumina, Inc.

+5.16%

+$712.3

INTC Intel Corporation

+4.43%

+$836.5

KLAC KLA Corporation

+3.91%

+$12,481.56

IDXX IDEXX Laboratories, Inc.

+1.8%

+$2,031.55

LLY Eli Lilly and Company

+1.76%

+$12,242.88

ZTS Zoetis Inc.

+1.55%

+$2,533.53

XLE Energy Select Sector SPDR Fund

+1.35%

+$3,024.61

ISRG Intuitive Surgical, Inc.

+1.24%

+$46,811.19

DHR Danaher Corporation

+1.16%

+$75,604

SYK Stryker Corporation

+0.59%

+$50,324.28

MOO VanEck Agribusiness ETF

+0.49%

+$273

VEGI iShares MSCI Global Agriculture Producers ETF

+0.47%

+$315

ABT Abbott Laboratories

+0.06%

+$208.94

ORCL Oracle Corporation

-5.76%

-$380.16

PANW Palo Alto Networks, Inc.

-5.64%

-$906,761.25

CRM Salesforce Inc

-5.04%

-$243.12

ACN Accenture plc Class A

-4.71%

-$307.3

NVDA NVIDIA Corporation

-3.55%

-$280,962

XME SPDR S&P Metals & Mining ETF

-3.26%

-$6,646.55

MSFT Microsoft Corp.

-3.11%

-$358,846.6

ALGN Align Technology, Inc.

-2.99%

-$293.82

ICLN iShares Global Clean Energy ETF

-2.78%

-$27,294.96

RACE Ferrari N.V.

-2.63%

-$28,749.28

MSCI MSCI Inc.

-2.62%

-$130,482

AMZN Amazon.com Inc

-2.53%

-$334,171.5

VEEV Veeva Systems Inc.

-2.43%

-$768.12

ITRI Itron Inc.

-2.16%

-$7,049.46

EW Edwards Lifesciences Corporation

-1.85%

-$144,034.2

PTC PTC Inc.

-1.81%

-$135,513.53

MSI Motorola Solutions, Inc.

-1.7%

-$7,708.8

TMO Thermo Fisher Scientific Inc.

-1.66%

-$171,363.34

AAPL Apple Inc.

-1.57%

-$1,976

V Visa Inc. Class A

-1.16%

-$115,125.12

IAU iShares Gold Trust

-0.98%

-$29,232.6

GOOGL Alphabet Inc

-0.79%

-$110,553.3

GOOG Alphabet Inc

-0.76%

-$1,073.16

EMR Emerson Electric Co.

-0.75%

-$47,115.94

XYL Xylem Inc.

-0.52%

-$3,035.82

VRSK Verisk Analytics Inc.

-0.42%

-$210.75

UNH UnitedHealth Group Incorporated

-0.25%

-$61.75

ECL Ecolab Inc.

-0.23%

-$17,415.6

ALC Alcon Inc.

-0.08%

-$4,761.55

Events

Dividends

Dividend Analysis

No Data

Trades 380	Longs Won 186/380 48%	Profit Factor 1.42
Profitability	Shorts Won 0/0 0%	Standard Deviation $700,970.39
Average Win $239,687.98	Best Trade (May 18) $8.87M	Sharpe Ratio -9.47
Average Loss -$161,832.33	Worst Trade (Mar 30) -$5.16M	Z-Score -1.07 (71.6%)
Commissions $0	Avg. Trade Length 1y 1m 3w 3d	Expectancy $34,701.3

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%	0.06%	0.95%	11.09%
Consecutive Losing Trades	916	824	733	641	549	458	366	275	183	92