Scott Ela Portfolio
Invests via Avant Financial Advisors LLC | Managed by Scott Ela
Invests via Avant Financial Advisors LLC
Managed by Scott Ela
Automatically Tracked
Seasoned investor and operator with a focus on growth-stage enterprise software, fintech and fintech-adjacent businesses, known for partnering with management teams to scale revenue and operations. Scott Ela brings experience across venture and private-capital investing, portfolio company board service, and hands-on operating roles, emphasizing go-to-market acceleration, capital strategy and talent hiring. Background includes cross-border deal experience and sector-specialist diligence.
Seasoned investor and operator with a focus on growth-stage enterprise software, fintech and fintech-adjacent businesses, known for partnering with management teams to scale revenue and operations. Scott Ela brings experience across venture and private-capital investing, portfolio company board service, and hands-on operating roles, emphasizing go-to-market acceleration, capital strategy and talent hiring. Background includes cross-border deal experience and sector-specialist diligence.
Investment Philosophy & Strategy
Focuses on growth-stage enterprise software and fintech companies, deploying patient growth capital and hands-on board-level support to accelerate GTM, scale operations and optimize capital strategy. Prefers sector-specialist, diligence-driven opportunities where unit economics, repeatable sales motion and talent gaps are addressable. Investment horizon centers on multi-year value creation through revenue scaling and operational improvements; risk managed via KPIs, staged capital deployment and active recruiting and cross-border market expansion playbooks.
Focuses on growth-stage enterprise software and fintech companies, deploying patient growth capital and hands-on board-level support to accelerate GTM, scale operations and optimize capital strategy. Prefers sector-specialist, diligence-driven opportunities where unit economics, repeatable sales motion and talent gaps are addressable. Investment horizon centers on multi-year value creation through revenue scaling and operational improvements; risk managed via KPIs, staged capital deployment and active recruiting and cross-border market expansion playbooks.
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:
27.12%
Gain +0.28%
Monthly
1.12%
Yearly
14.36%
Drawdown
13.91%
$159.83M
Equity
Holdings
$159.83M
Investment
$130.89M
$29.54M
Profit +$379,361.74
Realized
$598,100.19
Unrealized
$28.94M
Dividends
$5.35M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.28%
Profit
$379,361.74
Win %
59%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$980,668.68
Win %
59%
This Month
Compared to last month
Gain
0.13%
Profit
$201,455.87
Win %
59%
This Year
Compared to last year
Gain
-0.45%
Profit
-$724,536.48
Win %
63%
HD The Home Depot, Inc.
+3.35%
+$6,870.6 
FIS Fidelity National Information Services, Inc.
+2.28%
+$10,731.69 
MCK McKesson Corporation
+1.44%
+$8,573.55 
PFE Pfizer Inc.
+1.37%
+$5,002.4 
SDY SPDR S&P Dividend ETF
+1.32%
+$4,131.03 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.26%
+$8,872.92 
BMO Bank of Montreal
+1.25%
+$8,528 
MELI MercadoLibre, Inc.
+1.19%
+$4,085.49 
DFSV Dimensional US Small Cap Value ETF
+1.02%
+$139,283.76 
DFAT Dimensional US Targeted Value ETF
+1%
+$28,450.58 
SLYV SPDR S&P 600 Small Cap Value ETF
+1%
+$15,174.54 
MSFT Microsoft Corp.
+0.99%
+$19,609.83 
DFAS Dimensional U.S. Small Cap ETF
+0.89%
+$3,245.29 
REET iShares Global REIT ETF
+0.88%
+$3,982.95 
AVRE Avantis Real Estate ETF
+0.88%
+$6,871.8 
IJR iShares Core S&P Small-Cap ETF
+0.86%
+$2,041.6 
DFGR Dimensional Global Real Estate ETF
+0.83%
+$19,389.15 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.75%
+$50,209.87 
AVUV Avantis U.S. Small Cap Value ETF
+0.74%
+$31,699.81 
MUB iShares National Muni Bond ETF
+0.74%
+$32,222.65 
META Meta Platforms Inc Class A
+0.59%
+$2,739.99 
EFA iShares MSCI EAFE ETF
+0.58%
+$1,521 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.58%
+$25,532.78 
DFIV Dimensional International Value ETF
+0.55%
+$6,124.4 
SCHP Schwab U.S. TIPS ETF
+0.53%
+$1,636.61 
DFUV Dimensional US Marketwide Value ETF
+0.49%
+$2,574.82 
IEFA iShares Core MSCI EAFE ETF
+0.46%
+$1,380.28 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.46%
+$19,665.87 
GOOGL Alphabet Inc
+0.41%
+$1,621.27 
AAPL Apple Inc.
+0.41%
+$14,753.31 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.4%
+$6,363.72 
DFIC Dimensional International Core Equity Market ETF
+0.36%
+$15,162.52 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.35%
+$1,494.24 
AVDE Avantis International Equity ETF
+0.34%
+$6,608.13 
DISV Dimensional International Small Cap Equity Fund
+0.34%
+$19,429.56 
BNDX Vanguard Total International Bond ETF
+0.31%
+$11,096.7 
SUB iShares Short-Term National Muni Bond ETF
+0.29%
+$7,130.29 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.22%
+$1,490.29 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.22%
+$7,277.7 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.21%
+$6,450.84 
IWV ISHARES RUSSELL 3000 ETF
+0.2%
+$5,850.86 
IWB iShares Russell 1000 ETF
+0.19%
+$1,396.1 
AVUS Avantis U.S. Equity ETF
+0.19%
+$3,538.56 
STIP iShares 0-5 Year TIPS Bond ETF
+0.18%
+$1,491.29 
IAGG iShares International Aggregate Bond Fund
+0.18%
+$421.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$23,021 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.18%
+$29,021.04 
SCHF Schwab International Equity ETF
+0.13%
+$1,729.49 
DFUS Dimensional U.S. Equity Market ETF
+0.11%
+$6,594.15 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$343.9 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$889.2 
IVV iShares Core S&P 500 ETF
+0.09%
+$809.16 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$374.84 
AMZN Amazon.com Inc
+0.03%
+$447.44 
LRCX Lam Research Corporation
-4.7%
-$7,875.24 
NET Cloudflare Inc.
-4.43%
-$22,289 
CSCO Cisco Systems, Inc.
-3.84%
-$9,620.19 
AMD Advanced Micro Devices, Inc.
-3.77%
-$15,300.88 
TSLA Tesla, Inc.
-1.9%
-$6,914.23 
AVGO Broadcom Inc.
-1.89%
-$4,512.6 
NVDA NVIDIA Corporation
-1.75%
-$7,840.62 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.12%
-$59,617.18 
AVEM Avantis Emerging Markets Equity ETF
-1.07%
-$89,140.35 
QQQ Invesco QQQ Trust, Series 1
-0.59%
-$4,295.7 
VWO Vanguard FTSE Emerging Markets ETF
-0.53%
-$11,243.08 
SCHE Schwab Emerging Markets Equity ETF
-0.4%
-$3,231.03 
AVDV Avantis International Small Cap Value ETF
-0.34%
-$22,252.54 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.3%
-$722.2 
AVA Avista Corp.
-0.19%
-$566.93 Events
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Dividends
Dividend Analysis
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| Trades 332 | Longs Won 210/332 63% | Profit Factor 15.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $390,795.36 |
| Average Win $150,166.94 | Best Trade (Oct 15) $3.84M | Sharpe Ratio -12.21 |
| Average Loss -$16,361.17 | Worst Trade (Oct 14) -$310,184.28 | Z-Score 3.09 (99.8%) |
| Commissions $0 | Avg. Trade Length 1y 1w 4d | Expectancy $88,972.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,538 | $2.64M | $3.63M | - | $989,894.05 | 37.51% | +0.408% |
| AMD Advanced Micro Devices, Inc. | 712 | $413,608 | $391,122.96 | - | -$22,485.04 | -5.44% | -3.765% |
| AMZN Amazon.com Inc | 5,593 | $1.22M | $1.42M | - | $197,586.84 | 16.14% | +0.031% |
| AVA Avista Corp. | 8,099 | $296,667 | $295,289.54 | - | -$1,377.46 | -0.46% | -0.192% |
| AVDE Avantis International Equity ETF | 21,666 | $1.42M | $1.94M | - | $520,920.73 | 36.69% | +0.342% |
| AVDV Avantis International Small Cap Value ETF | 60,142 | $4.1M | $6.43M | - | $2.33M | 56.71% | -0.345% |
| AVEM Avantis Emerging Markets Equity ETF | 91,426 | $5.74M | $8.23M | - | $2.49M | 43.41% | -1.071% |
| AVGO Broadcom Inc. | 690 | $228,595.01 | $234,399.9 | - | $5,804.89 | 2.54% | -1.889% |
| AVRE Avantis Real Estate ETF | 17,620 | $751,520.25 | $791,138 | - | $39,617.75 | 5.27% | +0.876% |
| AVUS Avantis U.S. Equity ETF | 14,744 | $1.49M | $1.91M | - | $422,131.73 | 28.39% | +0.186% |
| AVUV Avantis U.S. Small Cap Value ETF | 35,819 | $3.46M | $4.3M | - | $845,383.25 | 24.46% | +0.743% |
| BMO Bank of Montreal | 4,160 | $500,074.5 | $689,187.2 | - | $189,112.7 | 37.82% | +1.253% |
| BNDX Vanguard Total International Bond ETF | 76,529 | $3.75M | $3.61M | - | -$137,048.27 | -3.66% | +0.308% |
| CSCO Cisco Systems, Inc. | 2,205 | $259,000 | $240,956.01 | - | -$18,043.99 | -6.97% | -3.839% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 35,354 | $1.22M | $1.59M | - | $370,336.4 | 30.28% | +0.401% |
| DFAS Dimensional U.S. Small Cap ETF | 4,704 | $306,162 | $366,676.33 | - | $60,514.33 | 19.77% | +0.893% |
| DFAT Dimensional US Targeted Value ETF | 42,149 | $2.37M | $2.86M | - | $493,676.52 | 20.86% | +1.005% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 137,051 | $3.61M | $5.25M | - | $1.64M | 45.33% | -1.122% |
| DFGR Dimensional Global Real Estate ETF | 86,174 | $2.23M | $2.36M | - | $131,252.41 | 5.89% | +0.829% |
| DFIC Dimensional International Core Equity Market ETF | 112,315 | $2.96M | $4.21M | - | $1.26M | 42.41% | +0.361% |
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FAQ
Which stocks have generated the highest profits for Scott Ela?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $522,245.41, Avantis International Small Cap Value ETF - $341,191.67, Vanguard Intermediate-Term Corporate Bond Fund - $317,697.1, Dimensional US Small Cap Value ETF - $308,862.95, and VANGUARD TOTAL STOCK MKT ETF - $280,274.57. 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: Tesla, Inc - $46,140.68, Apple Inc - $15,313.65, SPDR S&P 600 Small Cap Value ETF - $9,424.3, and NVIDIA Corporation - $9,406.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott Ela's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.35M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $490,809.67, Vanguard Intermediate-Term Corporate Bond Fund - $317,697.1, Avantis International Small Cap Value ETF - $284,798.36, Dimensional US Small Cap Value ETF - $283,518.66, and PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $282,242.11. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott Ela's monthly returns?
Scott Ela's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Scott Ela's strategy be considered aggressive or moderate?
Scott Ela'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 Scott Ela's strategy?
Scott Ela'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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