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:
20.3%
Gain -0.66%
Monthly
0.71%
Yearly
8.88%
Drawdown
14.56%
$158.41M
Equity
Holdings
$158.41M
Investment
$139.42M
$22.64M
Profit -$861,496.03
Realized
$3.65M
Unrealized
$18.99M
Dividends
$7.84M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$861,496.03
Win %
73%
This Week
Compared To Last Week
Gain
-0.72%
Profit
-$1.14M
Win %
73%
This Month
Compared to last month
Gain
-0.54%
Profit
-$861,496.03
Win %
73%
This Year
Compared to last year
Gain
7.4%
Profit
$10.91M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$112,930.37 
ETN Eaton Corporation plc
+7.32%
+$21,289.12 
META Meta Platforms Inc Class A
+3.28%
+$12,994.79 
MSFT Microsoft Corp.
+3.02%
+$12,952.61 
CSCO Cisco Systems, Inc.
+2.14%
+$8,799.03 
JCI Johnson Controls International plc
+1.93%
+$6,975.02 
LMT Lockheed Martin Corporation
+1.5%
+$2,968.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$5,358.72 
PH Parker-Hannifin Corporation
+1.43%
+$3,654.85 
GE General Electric Company
+1.42%
+$3,621.6 
VUG Vanguard Growth ETF
+1.1%
+$28,402.2 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$23,846.48 
IBM International Business Machines Corporation
+0.86%
+$2,918.45 
GEV GE Vernova Inc.
+0.85%
+$2,584.41 
VOO Vanguard S&P 500 ETF
+0.71%
+$36,795.36 
CAT Caterpillar Inc.
+0.7%
+$1,655.64 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$14,629.8 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$20,771.72 
AVGO Broadcom Inc.
+0.37%
+$2,188.8 
PG Procter & Gamble Co
+0.37%
+$1,119.89 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,595.88 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$10,547.4 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$10,118.4 
JNJ Johnson & Johnson
+0.21%
+$993.75 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,238.38 
MMM 3M Company
+0.12%
+$300.29 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$2,657.34 
PFF iShares Preferred and Income Securities ETF
+0.1%
+$3,820.17 
C Citigroup Inc.
+0.1%
+$497.21 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$298.52 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$492.13 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$111,467.92 
IBIT iShares Bitcoin Trust
-2.89%
-$39,222.12 
DLR Digital Realty Trust, Inc.
-2.42%
-$74,281.02 
VAW Vanguard Materials ETF
-2.38%
-$54,533.49 
NEM Newmont Corporation
-2.14%
-$5,969.6 
NFLX Netflix, Inc.
-2%
-$9,195.08 
IAU iShares Gold Trust
-1.46%
-$38,375.93 
NEE NextEra Energy, Inc.
-1.15%
-$2,544.19 
XOM Exxon Mobil Corporation
-0.97%
-$4,365.09 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$1,774.07 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$33,737.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$38,691.48 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$7,162.94 
SCHH Schwab U.S. REIT ETF
-0.49%
-$14,783.16 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$6,466.4 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$12,603.05 
HD The Home Depot, Inc.
-0.42%
-$1,224.61 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$14,737.44 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5,124.46 
VTV Vanguard Value ETF
-0.27%
-$5,979.55 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$7,217.61 
BNDX Vanguard Total International Bond ETF
-0.23%
-$12,595.88 
VB Vanguard Small-Cap ETF
-0.22%
-$10,449.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$11,470.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$12,573.6 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,256 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$603.44 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$12,745.21 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$13,717.32 
IDV iShares International Select Dividend ETF
-0.14%
-$1,815.18 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$5,545.02 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,153.32 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,582.75 
VO Vanguard Mid-Cap ETF
-0.05%
-$4,768.96 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$1,070.4 
V Visa Inc. Class A
-0.04%
-$189.27 Events
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Dividends
Dividend Analysis
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| Trades 471 | Longs Won 331/471 70% | Profit Factor 7.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $162,432.93 |
| Average Win $79,412.3 | Best Trade (Aug 17) $1.84M | Sharpe Ratio -11.75 |
| Average Loss -$26,048.59 | Worst Trade (Aug 17) -$846,269.23 | Z-Score 6.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3w | Expectancy $48,065.12 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,546 | $991,694.8 | $1.4M | - | $412,610.06 | 41.61% | -7.354% |
| AMZN Amazon.com Inc | 3,130 | $604,790.89 | $850,045.37 | - | $245,254.48 | 40.55% | +15.321% |
| AVEM Avantis Emerging Markets Equity ETF | 29,526 | $2.22M | $2.64M | - | $421,984.99 | 19% | +0.101% |
| AVGO Broadcom Inc. | 1,520 | $311,832.74 | $591,705.6 | - | $279,872.86 | 89.75% | +0.371% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 83,824 | $6.45M | $6.33M | - | -$112,970.27 | -1.75% | -0.198% |
| BLV Vanguard Long-Term Bond ETF | 40,655 | $2.88M | $2.68M | - | -$196,624.22 | -6.83% | -0.468% |
| BNDX Vanguard Total International Bond ETF | 114,508 | $5.5M | $5.47M | - | -$32,061.84 | -0.58% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 858 | $429,891.43 | $438,901.32 | - | $9,009.89 | 2.1% | +0.365% |
| BSV Vanguard Short-Term Bond ETF | 19,222 | $1.49M | $1.49M | - | -$1,897.03 | -0.13% | -0.077% |
| C Citigroup Inc. | 3,825 | $388,511.42 | $506,621.25 | - | $118,109.83 | 30.4% | +0.098% |
| CAT Caterpillar Inc. | 292 | $139,328.03 | $237,924.52 | - | $98,596.49 | 70.77% | +0.701% |
| CSCO Cisco Systems, Inc. | 3,621 | $199,657.62 | $419,999.79 | - | $220,342.17 | 110.36% | +2.14% |
| DLR Digital Realty Trust, Inc. | 15,906 | $2.52M | $3M | - | $479,509.86 | 19.04% | -2.417% |
| EFG iShares MSCI EAFE Growth ETF | 36,277 | $3.91M | $4.41M | - | $496,375.92 | 12.7% | -0.76% |
| EFV iShares MSCI EAFE Value ETF | 16,658 | $1.04M | $1.35M | - | $311,755.26 | 30.11% | -0.529% |
| ETN Eaton Corporation plc | 752 | $268,968 | $312,230.41 | - | $43,262.41 | 16.08% | +7.317% |
| GE General Electric Company | 720 | $144,108.26 | $259,250.41 | - | $115,142.15 | 79.9% | +1.417% |
| GEV GE Vernova Inc. | 311 | $203,260.71 | $307,980.18 | - | $104,719.47 | 51.52% | +0.846% |
| HD The Home Depot, Inc. | 881 | $355,566.89 | $292,456.75 | - | -$63,110.14 | -17.75% | -0.417% |
| HYG iShares iBoxx $ High Yield Corporate Bond ETF | 49,213 | $3.88M | $3.91M | - | $34,835.29 | 0.9% | +0.013% |
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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 - $1.07M, iShares MSCI International Quality Factor ETF - $698,534.96, SPDR Blackstone Senior Loan ETF - $543,987.98, iShares MSCI EAFE Value ETF - $489,016.71, and Digital Realty Trust, Inc - $413,667.4. 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: Vanguard S&P Mid-Cap 400 Growth ETF - $81,047.99, iShares Bitcoin Trust - $65,225.01, Intuitive Surgical, Inc - $45,493.21, Alphabet Inc - $32,365.89, and The Coca-Cola Company - $28,997.59. 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 $7.84M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $1.05M, Vanguard Long-Term Corporate Bond Fund - $733,487.86, SPDR Blackstone Senior Loan ETF - $596,260.05, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $411,712.8, and iShares iBoxx $ High Yield Corporate Bond ETF - $386,957.98. 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.
