Dodd Disler Portfolio
Invests via Sagace Wealth Management LLC | Managed by Dodd Disler
Invests via Sagace Wealth Management LLC
Managed by Dodd Disler
Automatically Tracked
Dodd Disler Profile
Veteran operator turned investor focusing on fintech and enterprise software, Dodd Disler brings operational leadership, board experience and seed-to-growth investing perspective to founder teams. Portfolio emphasis is on revenue model scalability, go-to-market efficiency and capital-efficient product development; often advises on senior finance and go-to-market hires and capital strategy.
Veteran operator turned investor focusing on fintech and enterprise software, Dodd Disler brings operational leadership, board experience and seed-to-growth investing perspective to founder teams. Portfolio emphasis is on revenue model scalability, go-to-market efficiency and capital-efficient product development; often advises on senior finance and go-to-market hires and capital strategy.
Investment Philosophy & Strategy
Operates as a founder-friendly, operationally driven investor focused on fintech and enterprise software, prioritizing scalable revenue models, capital-efficient product roadmaps and repeatable go-to-market motions. Prefers seed-to-growth stakes where hands-on board partnership and recruiting of senior finance and GTM leadership accelerate unit economics. Investment decisions weigh growth-to-capital ratios, sales efficiency and defensible product differentiation; time horizon is growth-oriented with disciplined capital allocation and operational de-risking.
Operates as a founder-friendly, operationally driven investor focused on fintech and enterprise software, prioritizing scalable revenue models, capital-efficient product roadmaps and repeatable go-to-market motions. Prefers seed-to-growth stakes where hands-on board partnership and recruiting of senior finance and GTM leadership accelerate unit economics. Investment decisions weigh growth-to-capital ratios, sales efficiency and defensible product differentiation; time horizon is growth-oriented with disciplined capital allocation and operational de-risking.
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:
17.61%
Gain +0.52%
Monthly
0.59%
Yearly
7.33%
Drawdown
14.56%
$155.75M
Equity
Holdings
$155.75M
Investment
$139.92M
$19.58M
Profit +$678,929.46
Realized
$3.75M
Unrealized
$15.83M
Dividends
$8.51M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$678,929.46
Win %
68%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$752,043.14
Win %
68%
This Month
Compared to last month
Gain
0.66%
Profit
$1.02M
Win %
68%
This Year
Compared to last year
Gain
-1.56%
Profit
-$2.46M
Win %
67%
HD The Home Depot, Inc.
+3.34%
+$8,039.98 
NFLX Netflix, Inc.
+2.98%
+$12,696.6 
V Visa Inc. Class A
+2.28%
+$12,086.88 
IBM International Business Machines Corporation
+2.14%
+$6,509.92 
NEM Newmont Corporation
+2.08%
+$6,148 
SCHD Schwab U.S. Dividend Equity ETF
+1.39%
+$25,658.71 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.3%
+$54,957.6 
BLV Vanguard Long-Term Bond ETF
+1.26%
+$32,273.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.26%
+$13,788.6 
IAU iShares Gold Trust
+1.14%
+$31,885.87 
SCHH Schwab U.S. REIT ETF
+1.13%
+$29,928.75 
VAW Vanguard Materials ETF
+1.13%
+$25,603.52 
RSP Invesco S&P 500 Equal Weight ETF
+1.04%
+$76,700.93 
MSFT Microsoft Corp.
+1.02%
+$4,612.42 
IQLT iShares MSCI International Quality Factor ETF
+0.88%
+$1,784.37 
VB Vanguard Small-Cap ETF
+0.88%
+$39,339.51 
XMHQ Invesco S&P MidCap Quality ETF
+0.87%
+$35,114.54 
PG Procter & Gamble Co
+0.81%
+$2,276.82 
IBIT iShares Bitcoin Trust
+0.77%
+$12,649.4 
VOE Vanguard Mid-Cap Value ETF
+0.73%
+$22,176.32 
VTV Vanguard Value ETF
+0.71%
+$16,023.42 
EFV iShares MSCI EAFE Value ETF
+0.68%
+$8,990.67 
GE General Electric Company
+0.65%
+$1,401.99 
NEE NextEra Energy, Inc.
+0.65%
+$1,282.65 
PFF iShares Preferred and Income Securities ETF
+0.64%
+$23,126.85 
IVE ISHARES S&P 500 VALUE ETF
+0.64%
+$1,998.09 
META Meta Platforms Inc Class A
+0.62%
+$3,098.55 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$37,379.9 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.58%
+$53,027.52 
MMM 3M Company
+0.56%
+$1,308.45 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.55%
+$21,011.8 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.54%
+$12,040.84 
SCHP Schwab U.S. TIPS ETF
+0.53%
+$24,608.47 
VO Vanguard Mid-Cap ETF
+0.52%
+$49,415.71 
IDV iShares International Select Dividend ETF
+0.51%
+$6,501.81 
JNJ Johnson & Johnson
+0.49%
+$2,325 
VYM Vanguard High Dividend Yield ETF
+0.45%
+$8,477.4 
VBK Vanguard Small-Cap Growth ETF
+0.43%
+$8,058.96 
EFG iShares MSCI EAFE Growth ETF
+0.41%
+$17,967.31 
AAPL Apple Inc.
+0.4%
+$6,372.89 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.34%
+$13,144.53 
C Citigroup Inc.
+0.32%
+$1,335.1 
BNDX Vanguard Total International Bond ETF
+0.31%
+$16,190.7 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$1,321.32 
VOT Vanguard Mid-Cap Growth ETF
+0.27%
+$12,262.83 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$5,619.95 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$2,956.91 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.2%
+$6,312.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.19%
+$10,635.43 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.12%
+$303.83 
VOO Vanguard S&P 500 ETF
+0.1%
+$5,279.41 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$300.11 
SPHQ Invesco S&P 500 Quality ETF
+0.02%
+$304.37 
AMZN Amazon.com Inc
+0.02%
+$128.4 
JCI Johnson Controls International plc
-5.08%
-$16,933.75 
CSCO Cisco Systems, Inc.
-3.84%
-$13,682.05 
CAT Caterpillar Inc.
-2.98%
-$6,372.6 
GEV GE Vernova Inc.
-2.95%
-$7,833.96 
CRWD CrowdStrike Holdings, Inc.
-2.92%
-$11,926.44 
ETN Eaton Corporation plc
-2.29%
-$7,014.39 
AVGO Broadcom Inc.
-1.87%
-$9,084.96 
XOM Exxon Mobil Corporation
-1.34%
-$6,780.62 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$28,553.85 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$13,743.27 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$13,362.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.38%
-$1,493.18 
VUG Vanguard Growth ETF
-0.34%
-$9,390.03 
PH Parker-Hannifin Corporation
-0.33%
-$832.58 
DLR Digital Realty Trust, Inc.
-0.23%
-$6,188.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.03%
-$1,595.53 Events
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Dividends
Dividend Analysis
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| Trades 534 | Longs Won 362/534 67% | Profit Factor 5.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $141,190.37 |
| Average Win $66,684.8 | Best Trade (Oct 15) $1.54M | Sharpe Ratio -64.16 |
| Average Loss -$26,531.02 | Worst Trade (Oct 14) -$475,835.2 | Z-Score 0.92 (64.39%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $36,660.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,882 | 5,294 | 4,706 | 4,118 | 3,529 | 2,941 | 2,353 | 1,765 | 1,176 | 588 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,618 | $1.01M | $1.59M | - | $577,633.4 | 57.05% | +0.402% |
| AMZN Amazon.com Inc | 3,210 | $623,858.08 | $815,725.2 | - | $191,867.12 | 30.75% | +0.016% |
| AVEM Avantis Emerging Markets Equity ETF | 29,286 | $2.2M | $2.64M | - | $434,197 | 19.71% | -1.071% |
| AVGO Broadcom Inc. | 1,402 | $292,887.84 | $476,357.54 | - | $183,469.7 | 62.64% | -1.871% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 83,048 | $6.39M | $6.11M | - | -$280,656.85 | -4.39% | +0.616% |
| BLV Vanguard Long-Term Bond ETF | 40,342 | $2.86M | $2.59M | - | -$267,715.5 | -9.37% | +1.262% |
| BNDX Vanguard Total International Bond ETF | 111,660 | $5.37M | $5.27M | - | -$95,468.91 | -1.78% | +0.308% |
| BRK-B Berkshire Hathaway Inc. | 858 | $429,891.43 | $452,929.62 | - | $23,038.19 | 5.36% | +0.293% |
| BSV Vanguard Short-Term Bond ETF | 19,479 | $1.51M | $1.49M | - | -$21,815.36 | -1.44% | +0.199% |
| C Citigroup Inc. | 3,380 | $343,343.86 | $414,607.7 | - | $71,263.84 | 20.76% | +0.323% |
| CAT Caterpillar Inc. | 285 | $135,987.97 | $207,086.7 | - | $71,098.73 | 52.28% | -2.985% |
| CRWD CrowdStrike Holdings, Inc. | 1,636 | $312,124.26 | $395,912 | - | $83,787.74 | 26.84% | -2.924% |
| CSCO Cisco Systems, Inc. | 3,136 | $173,336.69 | $342,692.99 | - | $169,356.3 | 97.7% | -3.839% |
| DLR Digital Realty Trust, Inc. | 15,869 | $2.51M | $2.72M | - | $211,373.76 | 8.41% | -0.227% |
| EFG iShares MSCI EAFE Growth ETF | 37,046 | $4M | $4.41M | - | $402,387.77 | 10.05% | +0.409% |
| EFV iShares MSCI EAFE Value ETF | 16,805 | $1.05M | $1.33M | - | $280,546.29 | 26.8% | +0.682% |
| ETN Eaton Corporation plc | 749 | $267,894.99 | $299,214.26 | - | $31,319.27 | 11.69% | -2.291% |
| GE General Electric Company | 701 | $140,305.4 | $216,623.01 | - | $76,317.61 | 54.39% | +0.651% |
| GEV GE Vernova Inc. | 282 | $184,307.14 | $257,748 | - | $73,440.86 | 39.85% | -2.95% |
| HD The Home Depot, Inc. | 815 | $328,824.38 | $248,880.62 | - | -$79,943.76 | -24.31% | +3.338% |
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FAQ
Which stocks have generated the highest profits for Dodd Disler?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Corporate Bond Fund - $1.15M, iShares MSCI International Quality Factor ETF - $701,331.7, SPDR Blackstone Senior Loan ETF - $559,063.69, iShares MSCI EAFE Value ETF - $489,016.71, and Digital Realty Trust, Inc - $433,916.32. 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: iShares Bitcoin Trust - $101,744.03, Vanguard S&P Mid-Cap 400 Growth ETF - $81,047.99, Intuitive Surgical, Inc - $45,493.21, Alphabet Inc - $32,365.89, and Lockheed Martin Corporation - $31,468.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dodd Disler's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.51M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $1.13M, Vanguard Long-Term Corporate Bond Fund - $755,685.08, SPDR Blackstone Senior Loan ETF - $611,335.76, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $434,979.15, and iShares iBoxx $ High Yield Corporate Bond ETF - $408,829.29. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dodd Disler's monthly returns?
Dodd Disler'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 Dodd Disler's strategy be considered aggressive or moderate?
Dodd Disler'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 Dodd Disler's strategy?
Dodd Disler'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.
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