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:
13.59%
Gain -0.89%
Monthly
0.39%
Yearly
4.84%
Drawdown
24.11%
$176.25M
Equity
Holdings
$176.25M
Investment
$151.59M
$18.24M
Profit -$1.53M
Realized
-$6.42M
Unrealized
$24.66M
Dividends
$2.55M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.89%
Profit
-$1.53M
Win %
63%
This Week
Compared To Last Week
Gain
-2.06%
Profit
-$3.72M
Win %
63%
This Month
Compared to last month
Gain
-3.39%
Profit
-$6.17M
Win %
63%
This Year
Compared to last year
Gain
0.35%
Profit
$610,853.85
Win %
53%
LITE Lumentum Holdings Inc.
+12.08%
+$1,703.4 
INTC Intel Corporation
+9.64%
+$1,617 
COPX Global X Copper Miners ETF
+4.91%
+$4,120.7 
VRT Vertiv Holdings Co
+4.49%
+$395,898.15 
TER Teradyne, Inc.
+4.48%
+$576.36 
ARM Arm Holdings plc American Depositary Receipt
+4.24%
+$555.62 
LRCX Lam Research Corporation
+3.94%
+$617.61 
ICLN iShares Global Clean Energy ETF
+3.57%
+$33,169.22 
AMAT Applied Materials, Inc.
+3.52%
+$705.1 
XYL Xylem Inc.
+3.45%
+$20,401.06 
NET Cloudflare Inc.
+2.85%
+$525.36 
CRDO Credo Technology Group Holding Ltd.
+2.65%
+$320.92 
AVGO Broadcom Inc.
+2.62%
+$152,787.38 
ANET Arista Networks, Inc.
+2.46%
+$6,387.03 
XME SPDR S&P Metals & Mining ETF
+2.1%
+$1,591.81 
KLAC KLA Corporation
+1.6%
+$10,638.56 
UNH UnitedHealth Group Incorporated
+1.53%
+$393.9 
PANW Palo Alto Networks, Inc.
+1.39%
+$155,709.76 
XLE Energy Select Sector SPDR Fund
+0.86%
+$2,119.15 
SNOW Snowflake Inc.
+0.51%
+$106.02 
FTNT Fortinet Inc.
+0.32%
+$59 
GOOGL Alphabet Inc
+0.24%
+$33,324.39 
GOOG Alphabet Inc
+0.23%
+$300.96 
IBHG iShares iBonds 2027 High Yield Income
+0.05%
+$72.7 
TIP iShares TIPS Bond ETF
+0.03%
+$114.97 
IBHH iShares iBonds 2028 Term High Yield ETF
+0.02%
+$28.61 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$11.45 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 5535
55354G100
0%
$0 6706
67066G104
0%
$0 
SYK Stryker Corporation
-7.43%
-$677,138.85 
PTC PTC Inc.
-5.57%
-$9,449.57 
NOW ServiceNow, Inc.
-5.29%
-$588,093.35 
BSX Boston Scientific Corporation
-4.96%
-$1,096.99 
ISRG Intuitive Surgical, Inc.
-3.91%
-$256,832.92 
VEEV Veeva Systems Inc.
-3.64%
-$1,913.82 
EW Edwards Lifesciences Corporation
-2.81%
-$229,194.25 
FICO Fair Isaac Corporation
-2.59%
-$217.08 
MDB MongoDB Inc.
-2.27%
-$426.36 
ADSK Autodesk, Inc.
-2.23%
-$136.07 
SPOT Spotify Technology S.A.
-2.21%
-$1,584 
ALGN Align Technology, Inc.
-2.2%
-$205.63 
ABT Abbott Laboratories
-2.19%
-$6,153.62 
LLY Eli Lilly and Company
-1.77%
-$11,418.39 
V Visa Inc. Class A
-1.72%
-$202,519.39 
MCHI iShares MSCI China ETF
-1.63%
-$2,476.47 
ALC Alcon Inc.
-1.59%
-$46,564 
ZTS Zoetis Inc.
-1.54%
-$794.43 
CDNS Cadence Design Systems, Inc.
-1.48%
-$108,492.48 
IDXX IDEXX Laboratories, Inc.
-1.43%
-$1,604.4 
ILMN Illumina, Inc.
-1.43%
-$326.96 
MSI Motorola Solutions, Inc.
-1.39%
-$11,357.5 
MSFT Microsoft Corp.
-1.38%
-$187,618.17 
DDOG Datadog, Inc. Class A Common Stock
-1.32%
-$180.16 
AAPL Apple Inc.
-1.24%
-$1,582 
IAU iShares Gold Trust
-1.05%
-$31,622.8 
RACE Ferrari N.V.
-1.04%
-$13,049.12 
TMO Thermo Fisher Scientific Inc.
-0.95%
-$126,992.94 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.74%
-$547.5 
ECL Ecolab Inc.
-0.7%
-$61,374.81 
DHR Danaher Corporation
-0.66%
-$2,316.41 
AMZN Amazon.com Inc
-0.61%
-$84,571.62 
EMR Emerson Electric Co.
-0.49%
-$47,828.47 
MOO VanEck Agribusiness ETF
-0.2%
-$63.18 
ITRI Itron Inc.
-0.17%
-$690.03 
TLT iShares 20+ Year Treasury Bond ETF
-0.05%
-$171.77 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 439 | Longs Won 237/439 53% | Profit Factor 1.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $634,635.81 |
| Average Win $212,774.8 | Best Trade (Aug 06) $7.4M | Sharpe Ratio -11.2 |
| Average Loss -$159,349.2 | Worst Trade (Mar 31) -$3.67M | Z-Score 0.52 (39.62%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w | Expectancy $41,546.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 2.17% |
| Consecutive Losing Trades | 1,106 | 996 | 885 | 774 | 664 | 553 | 442 | 332 | 221 | 111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 5535 55354G100 | 7,981 | $4.78M | $4.78M | - | - | - | 0.0 |
| 6706 67066G104 | 36,777 | $7.22M | $7.22M | - | - | - | 0.0 |
| AAPL Apple Inc. | 400 | $87,044.9 | $126,406 | - | $39,361.1 | 45.22% | -1.236% |
| ABT Abbott Laboratories | 2,591 | $324,736.93 | $274,529.4 | - | -$50,207.53 | -15.46% | -2.192% |
| ADSK Autodesk, Inc. | 28 | $5,443 | $5,965.13 | - | $522.13 | 9.59% | -2.23% |
| ALC Alcon Inc. | 41,575 | $3.32M | $2.88M | - | -$439,941.99 | -13.23% | -1.589% |
| ALGN Align Technology, Inc. | 59 | $12,374 | $9,153.84 | - | -$3,220.16 | -26.02% | -2.197% |
| AMAT Applied Materials, Inc. | 44 | $31,812 | $20,712.34 | - | -$11,099.66 | -34.89% | +3.524% |
| AMZN Amazon.com Inc | 53,526 | $8.6M | $13.75M | - | $5.15M | 59.85% | -0.611% |
| ANET Arista Networks, Inc. | 1,339 | $230,720 | $265,858.45 | - | $35,138.45 | 15.23% | +2.462% |
| ARM Arm Holdings plc American Depositary Receipt | 52 | $18,437 | $13,664.3 | - | -$4,772.7 | -25.89% | +4.239% |
| AVGO Broadcom Inc. | 16,306 | $6.1M | $5.99M | - | -$110,437.38 | -1.81% | +2.618% |
| BSX Boston Scientific Corporation | 463 | $19,760 | $21,034.41 | - | $1,274.41 | 6.45% | -4.957% |
| CDNS Cadence Design Systems, Inc. | 25,056 | $9.35M | $7.23M | - | -$2.12M | -22.7% | -1.479% |
| COPX Global X Copper Miners ETF | 926 | $70,847 | $88,071.86 | - | $17,224.86 | 24.31% | +4.908% |
| CRDO Credo Technology Group Holding Ltd. | 71 | $19,308 | $12,431.39 | - | -$6,876.61 | -35.62% | +2.65% |
| DDOG Datadog, Inc. Class A Common Stock | 64 | $16,663 | $13,447.36 | - | -$3,215.64 | -19.3% | -1.322% |
| DHR Danaher Corporation | 1,697 | $388,609.06 | $350,082.61 | - | -$38,526.45 | -9.91% | -0.657% |
| ECL Ecolab Inc. | 31,234 | $6.67M | $8.66M | - | $2M | 29.93% | -0.704% |
| EMR Emerson Electric Co. | 63,773 | $8.63M | $9.7M | - | $1.06M | 12.31% | -0.491% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Lionel Daguzan?
The largest contributions to the portfolio's profits come from the following stocks: Palo Alto Networks, Inc - $3.64M, Meta Platforms Inc Class A - $2.62M, 67066g104 - $2.22M, Emerson Electric Co - $1.96M, and Ulta Beauty Inc - $1.1M. 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: Accenture plc Class A - $3.92M, PTC Inc - $3.25M, Zoetis Inc - $3.09M, Align Technology, Inc - $2.7M, and Nike, Inc. - Class B - $1.99M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lionel Daguzan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.55M earned over time. The largest contributors to dividend income include Accenture plc Class A - $375,925.67, Emerson Electric Co - $249,854.32, Stryker Corporation - $217,385.72, Visa Inc. Class A - $214,938.58, and Ecolab Inc - $196,640.81. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lionel Daguzan's monthly returns?
Lionel Daguzan'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 Lionel Daguzan's strategy be considered aggressive or moderate?
Lionel Daguzan'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 Lionel Daguzan's strategy?
Lionel Daguzan'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.
