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:
3.53%
Gain
Monthly
0.14%
Yearly
1.71%
Drawdown
14.47%
$156.35M
Equity
Holdings
$156.35M
Investment
$139.42M
$20.75M
Profit -$538,797.57
Realized
$3.82M
Unrealized
$16.93M
Dividends
$7.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$538,797.57
Win %
74%
This Week
Compared To Last Week
Gain
-1.12%
Profit
-$1.77M
Win %
74%
This Month
Compared to last month
Gain
-0.9%
Profit
-$1.43M
Win %
74%
This Year
Compared to last year
Gain
6.01%
Profit
$8.86M
Win %
72%
IBM International Business Machines Corporation
+3.48%
+$11,238.44 
SCHH Schwab U.S. REIT ETF
+2.12%
+$62,816.11 
AAPL Apple Inc.
+2.05%
+$30,458.2 
V Visa Inc. Class A
+2.03%
+$9,761.44 
SCHD Schwab U.S. Dividend Equity ETF
+2.01%
+$35,087.85 
PG Procter & Gamble Co
+1.78%
+$5,578.32 
MSFT Microsoft Corp.
+1.73%
+$6,523.87 
BRK-B Berkshire Hathaway Inc.
+1.41%
+$5,894.46 
HD The Home Depot, Inc.
+1.3%
+$3,911.64 
JNJ Johnson & Johnson
+1.2%
+$5,578.12 
XOM Exxon Mobil Corporation
+1.18%
+$4,850.1 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.12%
+$12,784 
VOE Vanguard Mid-Cap Value ETF
+0.94%
+$28,269.56 
IVE ISHARES S&P 500 VALUE ETF
+0.78%
+$2,413.8 
MMM 3M Company
+0.78%
+$1,787.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$54,941.37 
PH Parker-Hannifin Corporation
+0.57%
+$1,455.02 
VTV Vanguard Value ETF
+0.38%
+$8,310.7 
NFLX Netflix, Inc.
+0.34%
+$1,574.5 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$5,633.89 
NEE NextEra Energy, Inc.
+0.22%
+$503.8 
XMHQ Invesco S&P MidCap Quality ETF
+0.16%
+$6,504.23 
LMT Lockheed Martin Corporation
+0.14%
+$242.51 
VB Vanguard Small-Cap ETF
+0.08%
+$3,641.59 
VAW Vanguard Materials ETF
+0.07%
+$1,707.31 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$298.52 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.02%
+$670.12 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$158.28 
GE General Electric Company
-5.5%
-$14,263.2 
AVGO Broadcom Inc.
-4.7%
-$28,150.4 
NEM Newmont Corporation
-4.33%
-$11,997.44 
CAT Caterpillar Inc.
-4.28%
-$11,425.96 
ETN Eaton Corporation plc
-3.86%
-$11,983.13 
GEV GE Vernova Inc.
-2.61%
-$8,568.05 
META Meta Platforms Inc Class A
-2.45%
-$12,289.2 
CSCO Cisco Systems, Inc.
-2.23%
-$9,016.29 
C Citigroup Inc.
-2.14%
-$11,035.09 
IAU iShares Gold Trust
-1.91%
-$49,583.06 
AVEM Avantis Emerging Markets Equity ETF
-1.85%
-$50,194.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.79%
-$6,921.4 
QQQ Invesco QQQ Trust, Series 1
-1.77%
-$41,879.45 
VBK Vanguard Small-Cap Growth ETF
-1.48%
-$28,964 
VUG Vanguard Growth ETF
-1.46%
-$39,091.2 
JCI Johnson Controls International plc
-1.38%
-$4,942.73 
VOT Vanguard Mid-Cap Growth ETF
-1.35%
-$65,688 
IBIT iShares Bitcoin Trust
-1.26%
-$17,205.93 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$53,508.57 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.21%
-$70,386.16 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$30,446.85 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.2%
-$64,999.5 
DLR Digital Realty Trust, Inc.
-1.19%
-$33,402.6 
AMZN Amazon.com Inc
-1.09%
-$8,717.05 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.96%
-$36,095.12 
SPHQ Invesco S&P 500 Quality ETF
-0.96%
-$13,336.95 
PFF iShares Preferred and Income Securities ETF
-0.7%
-$27,377.88 
VOO Vanguard S&P 500 ETF
-0.68%
-$35,735.12 
IQLT iShares MSCI International Quality Factor ETF
-0.6%
-$1,298.1 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$7,079.65 
IDV iShares International Select Dividend ETF
-0.29%
-$3,781.62 
BNDX Vanguard Total International Bond ETF
-0.18%
-$9,733.18 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.14%
-$3,389.6 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.1%
-$4,605.45 
BLV Vanguard Long-Term Bond ETF
-0.1%
-$2,642.57 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$4,620.85 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.07%
-$2,701.79 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$6,287.1 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.06%
-$3,772.08 
VO Vanguard Mid-Cap ETF
-0.04%
-$4,172.84 
BSV Vanguard Short-Term Bond ETF
-0.02%
-$288.33 Events
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Dividends
Dividend Analysis
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| Trades 471 | Longs Won 331/471 70% | Profit Factor 7.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $149,499.04 |
| Average Win $72,684.76 | Best Trade (Jul 14) $1.64M | Sharpe Ratio -9.88 |
| Average Loss -$23,616.88 | Worst Trade (Jul 14) -$859,463.76 | Z-Score 2.84 (99.55%) |
| Commissions $0 | Avg. Trade Length 12m 4d | Expectancy $44,060.07 |
| 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 | 6,623 | 5,960 | 5,298 | 4,636 | 3,974 | 3,311 | 2,649 | 1,987 | 1,325 | 662 |
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Returns
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