DM
Daniel Miladinovich Portfolio
Invests via DKM Wealth Management Inc. | Managed by Daniel Miladinovich, Taylor Welz
Invests via DKM Wealth Management Inc.
Managed by Daniel Miladinovich, Taylor Welz
Automatically Tracked
Seasoned investor and operator focused on growth-stage technology and fintech companies. Daniel Miladinovich brings operating leadership, board experience and transaction execution skills across venture and private equity-backed businesses. Background spans product, go-to-market and capital-raising roles; often sources and advises on minority growth investments and strategic exits. Market-oriented profile for portfolio managers, LPs and strategic partners evaluating partnership opportunities.
Seasoned investor and operator focused on growth-stage technology and fintech companies. Daniel Miladinovich brings operating leadership, board experience and transaction execution skills across venture and private equity-backed businesses. Background spans product, go-to-market and capital-raising roles; often sources and advises on minority growth investments and strategic exits. Market-oriented profile for portfolio managers, LPs and strategic partners evaluating partnership opportunities.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities where operational experience and board-level guidance accelerate scale. Prefers minority growth allocations that preserve founder incentives while supporting product, go-to-market, and capital strategies to drive follow-on financings or strategic exits. Employs a market-oriented, evidence-driven underwriting approach emphasizing unit economics, go-to-market traction, and founder alignment; time horizon is medium to long, with disciplined downside protections and active portfolio support.
Focuses on growth-stage technology and fintech opportunities where operational experience and board-level guidance accelerate scale. Prefers minority growth allocations that preserve founder incentives while supporting product, go-to-market, and capital strategies to drive follow-on financings or strategic exits. Employs a market-oriented, evidence-driven underwriting approach emphasizing unit economics, go-to-market traction, and founder alignment; time horizon is medium to long, with disciplined downside protections and active portfolio support.
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:
0.19%
Gain
Monthly
0.01%
Yearly
0.12%
Drawdown
21.27%
$152.44M
Equity
Holdings
$152.44M
Investment
$126.94M
$25.71M
Profit -$787,959.16
Realized
$198,949.03
Unrealized
$25.51M
Dividends
$3.67M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$787,959.16
Win %
74%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$988,793.91
Win %
74%
This Month
Compared to last month
Gain
-0.13%
Profit
-$194,528.13
Win %
74%
This Year
Compared to last year
Gain
9.91%
Profit
$13.75M
Win %
74%
ZVIA Zevia PBC
+4.19%
+$910 
ABCL AbCellera Biologics Inc.
+2.35%
+$1,450 
LMT Lockheed Martin Corporation
+1.71%
+$14,327.7 
PLUG Plug Power Inc.
+1.4%
+$300 
WFC Wells Fargo & Company
+1.32%
+$8,896.04 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$2,716.25 
NNDM Nano Dimension Ltd.
+1.01%
+$150 
VNQ Vanguard Real Estate ETF
+0.89%
+$2,702.9 
IAUX I-80 Gold Corp.
+0.79%
+$100 
TBLD Thornburg Income Builder Opportunities Trust
+0.64%
+$135,040.22 
LAES Sealsq Corp
+0.61%
+$150 
TLT iShares 20+ Year Treasury Bond ETF
+0.59%
+$15,216 
GLD SPDR Gold Shares
+0.55%
+$1,672.57 
SCHD Schwab U.S. Dividend Equity ETF
+0.38%
+$1,884.01 
ABSI Absci Corporation
+0.36%
+$600 
TTI Tetra Technologies Inc.
+0.33%
+$315 
IEF iShares 7-10 Year Treasury Bond ETF
+0.3%
+$1,316.56 
TIP iShares TIPS Bond ETF
+0.29%
+$759.78 
WIW Western Asset Inflation-Linked Opportunities Fund
+0.18%
+$180 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.15%
+$364.56 
STBF
0%
$0 
META Meta Platforms Inc Class A
-5.7%
-$24,773.55 
BTQ BTQ Technologies Corp.
-4.9%
-$13,806.7 
CIFR Cipher Mining Inc.
-4.88%
-$11,661.07 
IREN IREN Limited
-4.21%
-$10,690.1 
OPEN Opendoor Technologies Inc.
-4.18%
-$4,590.9 
JOBY Joby Aviation, Inc.
-3.88%
-$2,935.5 
NVTS Navitas Semiconductor Corporation
-3.75%
-$4,403 
PACB Pacific Biosciences of California, Inc.
-2.89%
-$430 
TSLA Tesla, Inc.
-2.78%
-$30,009.1 
MSFT Microsoft Corp.
-2.36%
-$12,424.23 
BMNR Bitmine Immersion Technologies, Inc.
-2.14%
-$3,712.83 
NVDA NVIDIA Corporation
-2.08%
-$20,032.88 
SII Sprott Inc.
-2.01%
-$4,200 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$8,786.28 
ASA ASA Gold and Precious Metals Limited
-1.99%
-$3,880.97 
JOF Japan Smaller Capitalization Fund Inc.
-1.66%
-$6,460.19 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$94,038.68 
SRXH Srx Health Solutions Inc.
-1.24%
-$5.07 
GRNI Fundstrat Granny Shots US Large Cap & Income ETF
-1.23%
-$6,656 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-1.15%
-$60,565.56 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.06%
-$19,655.2 
RIO Rio Tinto Plc Sponsored ADR
-1.06%
-$3,120 
GRNY Fundstrat Granny Shots US Large Cap ETF
-0.98%
-$129,533.04 
OEF iShares S&P 100 ETF
-0.97%
-$6,558.93 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.96%
-$153,190 
B BARRICK MINING CORP Common Stock (ABR0)
-0.8%
-$1,400 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$2,561.02 
IVV iShares Core S&P 500 ETF
-0.79%
-$67,819.18 
VOO Vanguard S&P 500 ETF
-0.78%
-$4,766.21 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$61,925.22 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$10,004.96 
MFIC MidCap Financial Investment Corporation
-0.75%
-$1,762.5 
DEFT Defi Technologies Inc.
-0.73%
-$85.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$39,459.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$8,370.94 
FPAG FPA Global Equity ETF
-0.68%
-$2,675.12 
KEYS Keysight Technologies, Inc.
-0.67%
-$3,081.63 
BIZD VanEck BDC Income ETF
-0.58%
-$1,192.5 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,697.85 
SOR Source Capital
-0.52%
-$72,347.76 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.48%
-$7,089.72 
RMT Royce Micro-Cap Trust, Inc.
-0.47%
-$1,495.13 
JOET Virtus Terranova U.S. Quality Momentum ETF
-0.44%
-$1,554.2 
AMZN Amazon.com Inc
-0.44%
-$5,605.87 
IWM iShares Russell 2000 ETF
-0.35%
-$2,450.68 
OAKM Oakmark U.S. Large Cap ETF
-0.34%
-$12,558.1 
JQC Nuveen Credit Strategies Income Fund
-0.31%
-$225 
NAC Nuveen California Quality Municipal Income Fund
-0.29%
-$4,984.03 
DVLT Datavault AI Inc.
-0.27%
-$10 
COPY Tweedy, Browne Insider + Value ETF
-0.26%
-$8,810.88 
NCA Nuveen California Municipal Value Fund Inc.
-0.21%
-$360 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.16%
-$4,251.84 
AAPL Apple Inc.
-0.06%
-$4,360.69 
CAT Caterpillar Inc.
-0.05%
-$274.95 
SYLD Cambria Shareholder Yield ETF
-0.01%
-$727.37 Events
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Dividends
Dividend Analysis
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| Trades 247 | Longs Won 179/247 72% | Profit Factor 14.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $455,366.69 |
| Average Win $154,099.24 | Best Trade (Jul 17) $5.45M | Sharpe Ratio -11.06 |
| Average Loss -$27,596.6 | Worst Trade (Jul 10) -$318,216.4 | Z-Score 8.95 (100%) |
| Commissions $0 | Avg. Trade Length 10m 6d | Expectancy $104,077.72 |
| 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 | 5,525 | 4,972 | 4,420 | 3,867 | 3,315 | 2,762 | 2,210 | 1,657 | 1,105 | 552 |
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Returns
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