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:
30.78%
Gain +0.37%
Monthly
1.35%
Yearly
17.48%
Drawdown
13.91%
$163.73M
Equity
Holdings
$163.73M
Investment
$130.89M
$33.44M
Profit +$522,162.27
Realized
$598,100.19
Unrealized
$32.84M
Dividends
$4.65M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$522,162.27
Win %
66%
This Week
Compared To Last Week
Gain
0.32%
Profit
$522,162.27
Win %
66%
This Month
Compared to last month
Gain
2.03%
Profit
$3.25M
Win %
66%
This Year
Compared to last year
Gain
1.98%
Profit
$3.18M
Win %
69%
AMZN Amazon.com Inc
+15.32%
+$201,795.38 
GOOGL Alphabet Inc
+6.73%
+$25,346.16 
META Meta Platforms Inc Class A
+3.28%
+$11,085.35 
MSFT Microsoft Corp.
+3.02%
+$50,298.62 
NVDA NVIDIA Corporation
+2.93%
+$11,568.47 
CSCO Cisco Systems, Inc.
+2.14%
+$5,358.15 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$20,310.08 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$6,907.71 
TSLA Tesla, Inc.
+0.76%
+$2,341.1 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$6,247.83 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$40,984.79 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,277.12 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$4,435.56 
IWB iShares Russell 1000 ETF
+0.64%
+$4,419.56 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$16,504.23 
AVUS Avantis U.S. Equity ETF
+0.57%
+$10,615.68 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$82,795.32 
BMO Bank of Montreal
+0.47%
+$3,452.8 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$21,928.16 
PFE Pfizer Inc.
+0.4%
+$1,250.6 
AVGO Broadcom Inc.
+0.37%
+$993.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$5,656.64 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$1,123.56 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,231.55 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$8,228.34 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$1,432.76 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$1,338.93 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$233.78 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AAPL Apple Inc.
-7.35%
-$258,391.76 
FIS Fidelity National Information Services, Inc.
-2.67%
-$16,296.27 
AMD Advanced Micro Devices, Inc.
-1.9%
-$6,578.89 
LRCX Lam Research Corporation
-1.58%
-$2,744.81 
NET Cloudflare Inc.
-1.56%
-$6,835.5 
AVA Avista Corp.
-1.41%
-$4,697.41 
MCK McKesson Corporation
-1.08%
-$5,685.21 
AVRE Avantis Real Estate ETF
-0.75%
-$6,519.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$86,558.22 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,976.31 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,673.1 
REET iShares Global REIT ETF
-0.59%
-$3,009.34 
SCHF Schwab International Equity ETF
-0.58%
-$7,906.24 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$24,709.3 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$29,479.34 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$12,926.1 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$30,071 
DFIV Dimensional International Value ETF
-0.47%
-$5,421.6 
AVDE Avantis International Equity ETF
-0.46%
-$9,099.72 
HD The Home Depot, Inc.
-0.42%
-$964.67 
MELI MercadoLibre, Inc.
-0.41%
-$1,447.09 
SDY SPDR S&P Dividend ETF
-0.28%
-$908.6 
BNDX Vanguard Total International Bond ETF
-0.23%
-$8,418.19 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$9,439.62 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,448.64 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$658.56 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$374.32 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$376.78 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$4,636.39 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$6,733.92 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$363.69 
MUB iShares National Muni Bond ETF
-0.11%
-$5,121.48 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$2,140.5 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$169.42 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$403.05 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$187.42 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$259.18 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$70.38 Events
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Dividends
Dividend Analysis
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| Trades 332 | Longs Won 226/332 68% | Profit Factor 25.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $432,364.81 |
| Average Win $154,007.01 | Best Trade (Aug 26) $4.62M | Sharpe Ratio -10.5 |
| Average Loss -$12,855.42 | Worst Trade (Aug 26) -$271,984.94 | Z-Score 5.97 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $100,731.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,658 | 11,392 | 10,127 | 8,861 | 7,595 | 6,329 | 5,063 | 3,797 | 2,532 | 1,266 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,538 | $2.64M | $3.26M | - | $616,321.95 | 23.35% | -7.354% |
| AMD Advanced Micro Devices, Inc. | 712 | $413,608 | $339,018.79 | - | -$74,589.21 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 5,593 | $1.22M | $1.52M | - | $295,016.84 | 24.1% | +15.321% |
| AVA Avista Corp. | 8,099 | $296,667 | $327,604.55 | - | $30,937.55 | 10.43% | -1.414% |
| AVDE Avantis International Equity ETF | 21,666 | $1.42M | $1.98M | - | $556,344.64 | 39.18% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 60,142 | $4.1M | $6.29M | - | $2.19M | 53.38% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 91,426 | $5.74M | $8.18M | - | $2.44M | 42.56% | +0.101% |
| AVGO Broadcom Inc. | 690 | $228,595.01 | $268,603.2 | - | $40,008.19 | 17.5% | +0.371% |
| AVRE Avantis Real Estate ETF | 17,620 | $751,520.25 | $858,094 | - | $106,573.75 | 14.18% | -0.754% |
| AVUS Avantis U.S. Equity ETF | 14,744 | $1.49M | $1.88M | - | $394,265.57 | 26.51% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 35,819 | $3.46M | $4.49M | - | $1.03M | 29.86% | +0.032% |
| BMO Bank of Montreal | 4,160 | $500,074.5 | $746,512 | - | $246,437.5 | 49.28% | +0.465% |
| BNDX Vanguard Total International Bond ETF | 76,529 | $3.75M | $3.66M | - | -$93,044.09 | -2.48% | -0.23% |
| CSCO Cisco Systems, Inc. | 2,205 | $259,000 | $255,757.95 | - | -$3,242.05 | -1.25% | +2.14% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 35,354 | $1.22M | $1.57M | - | $350,007.85 | 28.62% | +0.361% |
| DFAS Dimensional U.S. Small Cap ETF | 4,704 | $306,162 | $381,165.12 | - | $75,003.12 | 24.5% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 42,149 | $2.37M | $2.98M | - | $614,854.9 | 25.98% | -0.155% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 137,051 | $3.61M | $5.17M | - | $1.55M | 42.96% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 86,174 | $2.23M | $2.57M | - | $340,224.36 | 15.27% | -0.501% |
| DFIC Dimensional International Core Equity Market ETF | 112,315 | $2.96M | $4.28M | - | $1.32M | 44.55% | -0.574% |
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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 - $489,555.59, Avantis International Small Cap Value ETF - $308,937.52, Vanguard Intermediate-Term Corporate Bond Fund - $279,532.61, Dimensional US Small Cap Value ETF - $254,596.55, and Dimensional International Small Cap Equity Fund - $241,090.58. 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, SPDR S&P 600 Small Cap Value ETF - $17,284.41, Apple Inc - $15,313.65, and NVIDIA Corporation - $9,913.03. 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 $4.65M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $458,119.85, Vanguard Intermediate-Term Corporate Bond Fund - $279,532.61, Avantis International Small Cap Value ETF - $252,544.21, PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund - $246,091, and VANGUARD TOTAL STOCK MKT ETF - $234,200.7. 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.
