Dana Isaacs Portfolio
Invests via ClearAlpha Technologies LP | Managed by Brian Hurst, Elisha Wiesel
Invests via ClearAlpha Technologies LP
Managed by Brian Hurst, Elisha Wiesel
Automatically Tracked
Dana Isaacs Profile
Dana Isaacs is a seasoned entrepreneur known for her impactful contributions in the tech sector. With a robust background in software development and startup management, she has spearheaded numerous innovative projects that bridge technology with user-centric solutions. Her leadership in scaling early-stage ventures into profitable entities highlights her exceptional ability to navigate competitive markets and foster growth. Moreover, Dana's experience working with cross-functional teams provides her with unique insights into market dynamics, making her a sought-after figure within entrepreneurial circles. Her commitment to fostering emerging technologies underlines her relevance as a key influencer in driving forward-thinking investment opportunities.
Dana Isaacs is a seasoned entrepreneur known for her impactful contributions in the tech sector. With a robust background in software development and startup management, she has spearheaded numerous innovative projects that bridge technology with user-centric solutions. Her leadership in scaling early-stage ventures into profitable entities highlights her exceptional ability to navigate competitive markets and foster growth. Moreover, Dana's experience working with cross-functional teams provides her with unique insights into market dynamics, making her a sought-after figure within entrepreneurial circles. Her commitment to fostering emerging technologies underlines her relevance as a key influencer in driving forward-thinking investment opportunities.
Investment Philosophy & Strategy
In the evolving tech landscape, Dana Isaacs stands out as an impactful force driving innovation. Her entrepreneurial journey encompasses not just founding but also nurturing startups through various growth phases. With a keen eye for emerging trends, her strategic foresight allows her to capitalize on market opportunities that others may overlook. By integrating user-centric design principles into software development, she enhances product-market fit and elevates consumer engagement. This focus on disruptive technologies reflects a commitment to shaping the future of technology investment while reinforcing competitive advantages across sectors.
In the evolving tech landscape, Dana Isaacs stands out as an impactful force driving innovation. Her entrepreneurial journey encompasses not just founding but also nurturing startups through various growth phases. With a keen eye for emerging trends, her strategic foresight allows her to capitalize on market opportunities that others may overlook. By integrating user-centric design principles into software development, she enhances product-market fit and elevates consumer engagement. This focus on disruptive technologies reflects a commitment to shaping the future of technology investment while reinforcing competitive advantages across sectors.
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:
31.69%
Gain -0.64%
Monthly
0.84%
Yearly
10.55%
Drawdown
9.98%
$57.62M
Equity
Holdings
$57.62M
Investment
$57.3M
$29.89M
Profit -$283,220.76
Realized
$29.58M
Unrealized
$318,112.51
Dividends
$5.3M
Goals
Avg. 57.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$283,220.76
Win %
40%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$439,666.65
Win %
40%
This Month
Compared to last month
Gain
-3.96%
Profit
-$2.38M
Win %
40%
This Year
Compared to last year
Gain
0.76%
Profit
$437,063.51
Win %
50%
SHEL Shell plc
+1.5%
+$8,354.88 
LEN Lennar Corporation
+1.27%
+$11,515.92 
CME CME Group Inc.
+1.16%
+$18,622.88 
ASML ASML Holding N.V. New York Registry Shares
+0.98%
+$8,927.64 
NVS Novartis AG Sponsored ADR
+0.89%
+$4,865.31 
COIN Coinbase Global, Inc.
+0.86%
+$4,924.08 
BKE Buckle Inc.
+0.74%
+$1,661.31 
P Everpure Inc.
+0.53%
+$11,838.23 
EAT Brinker International Inc.
+0.43%
+$2,341.59 
PDD PDD Holdings Inc. American Depositary Shares
+0.4%
+$2,287.49 
AZO AutoZone Inc.
+0.39%
+$1,804.41 
ACI Albertsons Companies, Inc.
+0.26%
+$522.72 
FR First Industrial Realty Trust Inc.
+0.21%
+$769.21 
BG Bunge Global S.A.
+0.18%
+$393.31 
EMR Emerson Electric Co.
+0.13%
+$1,268.2 
STE STERIS plc
+0.01%
+$56.68 
CNHI CNH Industrial N.V.
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SCVL Shoe Carnival Inc.
0%
$0 
DOCU DocuSign Inc.
-4.89%
-$18,348 
INTU Intuit Inc.
-4.51%
-$57,782.18 
CBRE CBRE Group Inc.
-4.24%
-$57,716.68 
UWMC UWM Holdings Corporation
-4.1%
-$912.95 
ADSK Autodesk, Inc.
-2.94%
-$52,250.85 
WDC Western Digital Corporation
-2.74%
-$10,883.7 
EFX Equifax Inc.
-2.72%
-$16,039.4 
UBER Uber Technologies, Inc.
-2.51%
-$13,655.25 
GPI Group 1 Automotive Inc.
-2.29%
-$16,366.35 
FIS Fidelity National Information Services, Inc.
-2.26%
-$4,137.6 
STX Seagate Technology Holdings plc
-2.19%
-$13,738.56 
MOS Mosaic Company
-2.02%
-$11,708.24 
ARES Ares Management Corporation
-1.74%
-$5,722.63 
EWZ iShares MSCI Brazil ETF
-1.71%
-$7,752.78 
HUBG Hub Group Inc.
-1.7%
-$5,891.5 
HII Huntington Ingalls Industries Inc.
-1.63%
-$26,588.32 
LPX Louisiana-Pacific Corporation
-1.59%
-$7,494.2 
CHKP Check Point Software Technologies Ltd.
-1.57%
-$25,832.4 
KNSL Kinsale Capital Group Inc.
-1.57%
-$5,676.96 
ON ON Semiconductor Corporation
-1.53%
-$11,218.26 
LII Lennox International Inc.
-1.36%
-$3,040.82 
SWKS Skyworks Solutions Inc.
-1.35%
-$12,442.43 
VALE Vale S.A.
-1.29%
-$12,652.5 
XLB Materials Select Sector SPDR Fund
-1.2%
-$14,942.83 
GS The Goldman Sachs Group, Inc.
-1.18%
-$12,364.96 
SPGI S&P Global Inc.
-1.1%
-$13,981.9 
GIS General Mills, Inc.
-1.1%
-$5,258.44 
BRO Brown & Brown Inc.
-1.07%
-$2,299.05 
PNR Pentair plc
-1.06%
-$4,911.69 
EWJ iShares MSCI Japan ETF
-0.97%
-$7,852.01 
COF Capital One Financial Corporation
-0.95%
-$7,131.94 
MLM Martin Marietta Materials, Inc.
-0.84%
-$4,464.78 
TER Teradyne, Inc.
-0.84%
-$14,594.24 
FNF Fidelity National Financial, Inc.
-0.82%
-$4,859.62 
TDY Teledyne Technologies Incorporated
-0.78%
-$3,854.42 
LOPE Grand Canyon Education Inc.
-0.77%
-$2,910.88 
UFPI UFP Industries, Inc.
-0.74%
-$1,496.67 
SYY Sysco Corporation
-0.66%
-$1,415.96 
BLK BlackRock, Inc.
-0.66%
-$10,615.23 
APD Air Products and Chemicals, Inc.
-0.59%
-$1,766.87 
ALSN Allison Transmission Holdings Inc.
-0.57%
-$1,597.7 
DPZ Domino's Pizza Inc.
-0.56%
-$3,918.52 
ABT Abbott Laboratories
-0.54%
-$3,326.95 
STRA Strategic Education Inc.
-0.51%
-$1,095.9 
LEA Lear Corporation
-0.4%
-$803.64 
FE FirstEnergy Corp.
-0.39%
-$789.82 
TEL TE Connectivity plc
-0.37%
-$14,648.04 
MFC Manulife Financial Corporation
-0.32%
-$1,020.74 
SNY Sanofi American Depositary Receipt
-0.32%
-$2,743.65 
COR Cencora, Inc.
-0.28%
-$2,038.83 
MA Mastercard Incorporated
-0.28%
-$11,017.25 
NVR NVR, Inc.
-0.25%
-$1,060.8 
WCN Waste Connections Inc.
-0.22%
-$496.4 
GILD Gilead Sciences Inc.
-0.2%
-$2,409 
ANET Arista Networks, Inc.
-0.17%
-$832.65 
DHR Danaher Corporation
-0.1%
-$759.88 
LRCX Lam Research Corporation
-0.04%
-$176.27 
SAIA Saia, Inc.
-0.03%
-$52.88 
LECO Lincoln Electric Holdings, Inc.
-0.01%
-$92.49 Events
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Dividends
Dividend Analysis
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| Trades 1354 | Longs Won 711/1354 52% | Profit Factor 2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $162,299.47 |
| Average Win $84,086.51 | Best Trade (Jun 29) $3.5M | Sharpe Ratio -20.74 |
| Average Loss -$46,575.19 | Worst Trade (Dec 30) -$2.14M | Z-Score -4.46 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 2d | Expectancy $22,077.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,238 | 1,114 | 990 | 866 | 743 | 619 | 495 | 371 | 248 | 124 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ABT Abbott Laboratories | 6,049 | $597,429.11 | $609,376.26 | - | $11,947.15 | 2% | -0.543% |
| ACI Albertsons Companies, Inc. | 17,424 | $235,747 | $203,860.8 | - | -$31,886.2 | -13.53% | +0.257% |
| ADSK Autodesk, Inc. | 8,503 | $1.65M | $1.73M | - | $75,124.26 | 4.54% | -2.935% |
| ALSN Allison Transmission Holdings Inc. | 2,458 | $277,115 | $278,270.18 | - | $1,155.18 | 0.42% | -0.571% |
| ANET Arista Networks, Inc. | 2,379 | $302,389.58 | $490,549.8 | - | $188,160.22 | 62.22% | -0.169% |
| APD Air Products and Chemicals, Inc. | 1,058 | $307,338.15 | $296,335.22 | - | -$11,002.93 | -3.58% | -0.593% |
| ARES Ares Management Corporation | 2,693 | $293,806.25 | $322,850.3 | - | $29,044.05 | 9.89% | -1.742% |
| ASML ASML Holding N.V. New York Registry Shares | 523 | $817,829.56 | $921,008.23 | - | $103,178.67 | 12.62% | +0.979% |
| AZO AutoZone Inc. | 163 | $520,938 | $469,966.49 | - | -$50,971.51 | -9.78% | +0.385% |
| BG Bunge Global S.A. | 2,017 | $215,274 | $220,246.31 | - | $4,972.31 | 2.31% | +0.179% |
| BKE Buckle Inc. | 5,274 | $222,563 | $224,593.29 | - | $2,030.29 | 0.91% | +0.745% |
| BLK BlackRock, Inc. | 1,493 | $1.6M | $1.61M | - | $13,227.89 | 0.83% | -0.655% |
| BRO Brown & Brown Inc. | 3,537 | $226,899 | $212,821.29 | - | -$14,077.71 | -6.2% | -1.069% |
| CBRE CBRE Group Inc. | 10,108 | $1.37M | $1.3M | - | -$66,914.73 | -4.89% | -4.244% |
| CHKP Check Point Software Technologies Ltd. | 12,540 | $1.65M | $1.62M | - | -$28,214.8 | -1.71% | -1.57% |
| CME CME Group Inc. | 6,076 | $1.34M | $1.63M | - | $283,840.42 | 21.15% | +1.159% |
| CNHI CNH Industrial N.V. | 14,767 | $136,151.71 | $136,151.71 | - | - | - | 0.0 |
| COF Capital One Financial Corporation | 3,734 | $681,193.41 | $740,414.86 | - | $59,221.45 | 8.69% | -0.954% |
| COIN Coinbase Global, Inc. | 2,931 | $428,483 | $576,791.49 | - | $148,308.49 | 34.61% | +0.861% |
| COR Cencora, Inc. | 2,357 | $740,428 | $721,371.63 | - | -$19,056.37 | -2.57% | -0.282% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Dana Isaacs?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $3.72M, Discover Financial Services - $2.74M, iShares China Large-Cap ETF - $2.09M, Pioneer Natural Resources Co - $1.68M, and Jackson Financial Inc - $978,163.41. 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: Capri Holdings Ltd - $2.61M, Albertsons Companies, Inc - $1.48M, United States Steel Corporation - $943,915.11, Forward Air Corporation - $723,683.54, and ChampionX Corporation - $492,919.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Isaacs's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.3M earned over time. The largest contributors to dividend income include Albertsons Companies, Inc - $179,376.15, Discover Financial Services - $154,977.9, Hess Corporation - $151,373.42, Kellanova Inc - $150,625.92, and Juniper Networks Inc - $116,837.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Isaacs's monthly returns?
Dana Isaacs'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 Dana Isaacs's strategy be considered aggressive or moderate?
Dana Isaacs's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Dana Isaacs's strategy?
Dana Isaacs's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
