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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:
27.46%
Gain +0.21%
Monthly
1.22%
Yearly
15.68%
Drawdown
14.46%
$155.48M
Equity
Holdings
$155.48M
Investment
$127.23M
$27.95M
Profit +$170,506.3
Realized
-$310,959.95
Unrealized
$28.26M
Dividends
$3.98M
Goals
Avg. 66.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$170,506.3
Win %
79%
This Week
Compared To Last Week
Gain
0.11%
Profit
$170,506.3
Win %
79%
This Month
Compared to last month
Gain
2.38%
Profit
$3.61M
Win %
79%
This Year
Compared to last year
Gain
1.65%
Profit
$2.53M
Win %
77%
AMZN Amazon.com Inc
+15.32%
+$168,421.39 
META Meta Platforms Inc Class A
+3.28%
+$10,943.91 
MSFT Microsoft Corp.
+3.02%
+$16,384.85 
NVDA NVIDIA Corporation
+2.93%
+$23,422.45 
KEYS Keysight Technologies, Inc.
+2.04%
+$9,444.4 
ABSI Absci Corporation
+1.83%
+$2,800 
LMT Lockheed Martin Corporation
+1.5%
+$14,066.9 
SOR Source Capital
+1.37%
+$197,250.48 
WFC Wells Fargo & Company
+1.19%
+$7,438.86 
TTI Tetra Technologies Inc.
+1.05%
+$800 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,169.76 
OEF iShares S&P 100 ETF
+0.95%
+$6,321.4 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$133,020.36 
GRNI Fundstrat Granny Shots US Large Cap & Income ETF
+0.78%
+$3,440 
TSLA Tesla, Inc.
+0.76%
+$6,015.59 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$101,487.2 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$9,323.69 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,281.7 
CAT Caterpillar Inc.
+0.7%
+$3,265.91 
IVV iShares Core S&P 500 ETF
+0.69%
+$57,902.08 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$35,808.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$46,458.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$28,469.5 
FPAG FPA Global Equity ETF
+0.48%
+$2,158.8 
TBLD Thornburg Income Builder Opportunities Trust
+0.46%
+$95,777.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$985.8 
ABCL AbCellera Biologics Inc.
+0.35%
+$200 
JOET Virtus Terranova U.S. Quality Momentum ETF
+0.31%
+$1,063.16 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$903.6 
LAES Sealsq Corp
0%
$0 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
0%
$0 STBF
STBF
0%
$0 
AAPL Apple Inc.
-7.35%
-$554,593.36 
SRXH Srx Health Solutions Inc.
-6.76%
-$17 
DEFT Defi Technologies Inc.
-6.53%
-$867.02 
PACB Pacific Biosciences of California, Inc.
-5.41%
-$800 
BMNR Bitmine Immersion Technologies, Inc.
-4.42%
-$10,296.8 
IREN IREN Limited
-3.82%
-$10,653.62 
IAUX I-80 Gold Corp.
-3.73%
-$500 
ASA ASA Gold and Precious Metals Limited
-3.72%
-$7,561.89 
DVLT Datavault AI Inc.
-2.86%
-$100 
NNDM Nano Dimension Ltd.
-2.6%
-$400 
BTQ BTQ Technologies Corp.
-1.98%
-$5,956.93 
COPY Tweedy, Browne Insider + Value ETF
-1.71%
-$58,849.74 
KOPN Kopin Corporation
-1.68%
-$1,200 
GLD SPDR Gold Shares
-1.49%
-$4,653.35 
CIFR Cipher Mining Inc.
-1.48%
-$4,482.64 
PLUG Plug Power Inc.
-1.44%
-$300 
NVTS Navitas Semiconductor Corporation
-1.36%
-$1,500 
OPEN Opendoor Technologies Inc.
-1.31%
-$1,264.8 
JOBY Joby Aviation, Inc.
-1.24%
-$927 
MFIC MidCap Financial Investment Corporation
-1.03%
-$2,350 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$15,236.65 
NCA Nuveen California Municipal Value Fund Inc.
-0.66%
-$1,080 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,976.3 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,095.38 
SYLD Cambria Shareholder Yield ETF
-0.62%
-$37,551.28 
RMT Royce Micro-Cap Trust, Inc.
-0.58%
-$1,840.16 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,630.8 
IWM iShares Russell 2000 ETF
-0.47%
-$3,223.39 
NAC Nuveen California Quality Municipal Income Fund
-0.42%
-$7,120.05 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,072.5 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.33%
-$4,903.5 
OAKM Oakmark U.S. Large Cap ETF
-0.3%
-$9,337.86 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$1,222.52 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-0.25%
-$14,666.54 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.24%
-$240 
JQC Nuveen Credit Strategies Income Fund
-0.21%
-$150 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$486.08 
JOF Japan Smaller Capitalization Fund Inc.
-0.18%
-$680.02 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$3,254.55 
BIZD VanEck BDC Income ETF
-0.16%
-$318 
TIP iShares TIPS Bond ETF
-0.1%
-$265.32 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$134.05 Events
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Dividends
Dividend Analysis
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| Trades 285 | Longs Won 212/285 74% | Profit Factor 11.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $450,692.03 |
| Average Win $144,588.24 | Best Trade (Aug 13) $5.83M | Sharpe Ratio -10.25 |
| Average Loss -$37,241.12 | Worst Trade (Mar 30) -$543,303.67 | Z-Score 10.58 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $98,053.46 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,167 | 3,750 | 3,333 | 2,917 | 2,500 | 2,083 | 1,667 | 1,250 | 833 | 417 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 22,618 | $5.67M | $6.99M | - | $1.32M | 23.23% | -7.354% |
| ABCL AbCellera Biologics Inc. | 10,000 | $29,300 | $57,100 | - | $27,800 | 94.88% | +0.351% |
| ABSI Absci Corporation | 20,000 | $51,400 | $155,600 | - | $104,200 | 202.72% | +1.832% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 25,035 | $1.47M | $1.88M | - | $411,451.65 | 27.94% | -0.172% |
| AMZN Amazon.com Inc | 4,668 | $1.02M | $1.27M | - | $244,131.52 | 23.85% | +15.321% |
| ASA ASA Gold and Precious Metals Limited | 4,001 | $238,750 | $195,768.93 | - | -$42,981.07 | -18% | -3.719% |
| BIZD VanEck BDC Income ETF | 15,900 | $264,417 | $197,160 | - | -$67,257 | -25.44% | -0.161% |
| BMNR Bitmine Immersion Technologies, Inc. | 12,871 | $538,775.4 | $222,410.88 | - | -$316,364.52 | -58.72% | -4.425% |
| BRK-B Berkshire Hathaway Inc. | 530 | $242,772.78 | $271,116.2 | - | $28,343.42 | 11.67% | +0.365% |
| BTQ BTQ Technologies Corp. | 85,099 | $564,060.18 | $295,293.53 | - | -$268,766.65 | -47.65% | -1.977% |
| CAT Caterpillar Inc. | 576 | $223,485.05 | $469,330.56 | - | $245,845.51 | 110.01% | +0.701% |
| CIFR Cipher Mining Inc. | 13,381 | $172,560.18 | $298,663.92 | - | $126,103.74 | 73.08% | -1.479% |
| COPY Tweedy, Browne Insider + Value ETF | 217,962 | $2.68M | $3.38M | - | $702,530.64 | 26.25% | -1.712% |
| DEFT Defi Technologies Inc. | 30,965 | $22,573.94 | $12,416.96 | - | -$10,156.98 | -44.99% | -6.527% |
| DVLT Datavault AI Inc. | 10,000 | $6,521 | $3,400 | - | -$3,121 | -47.86% | -2.857% |
| FPAG FPA Global Equity ETF | 10,794 | $401,047.4 | $448,922.46 | - | $47,875.06 | 11.94% | +0.483% |
| GLD SPDR Gold Shares | 828 | $200,484 | $307,635.13 | - | $107,151.13 | 53.45% | -1.49% |
| GRNI Fundstrat Granny Shots US Large Cap & Income ETF | 21,500 | $422,416.77 | $442,470 | - | $20,053.23 | 4.75% | +0.784% |
| GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF | 209,522 | $5.45M | $5.91M | - | $455,711.53 | 8.36% | -0.248% |
| GRNY Fundstrat Granny Shots US Large Cap ETF | 507,436 | $11.09M | $13.71M | - | $2.62M | 23.59% | +0.746% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Daniel Miladinovich?
The largest contributions to the portfolio's profits come from the following stocks: Thornburg Income Builder Opportunities Trust - $2.06M, T. Rowe Price Capital Appreciation Equity ETF - $288,275.92, iShares 20+ Year Treasury Bond ETF - $194,246.44, iShares Core S&P Total U.S. Stock Market ETF - $178,379.07, and iShares Core S&P 500 ETF - $127,705.44. 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: Source Capital - $163,072.63, Avantis U.S. Small Cap Value ETF - $122,171.61, Sprott Inc - $59,720, Agilent Technologies Inc - $58,714.93, and Alphabet Inc - $26,714.47. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Miladinovich's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.98M earned over time. The largest contributors to dividend income include Thornburg Income Builder Opportunities Trust - $1.9M, Source Capital - $380,231.04, Cambria Shareholder Yield ETF - $267,396.06, iShares 20+ Year Treasury Bond ETF - $154,583.91, and iShares Core S&P 500 ETF - $122,578.73. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Miladinovich's monthly returns?
Daniel Miladinovich's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Daniel Miladinovich's strategy be considered aggressive or moderate?
Daniel Miladinovich's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Daniel Miladinovich's strategy?
Daniel Miladinovich's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
