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:
36.4%
Gain +1.92%
Monthly
1%
Yearly
12.68%
Drawdown
9.98%
$57.46M
Equity
Holdings
$57.46M
Investment
$49.57M
$31.34M
Profit +$1.01M
Realized
$23.45M
Unrealized
$7.89M
Dividends
$5.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.92%
Profit
$1.01M
Win %
65%
This Week
Compared To Last Week
Gain
3.27%
Profit
$1.82M
Win %
65%
This Month
Compared to last month
Gain
3.27%
Profit
$1.82M
Win %
65%
This Year
Compared to last year
Gain
18.2%
Profit
$8.85M
Win %
59%
ETN Eaton Corporation plc
+7.32%
+$37,992.02 
ANET Arista Networks, Inc.
+5.46%
+$46,351.47 
ASAN Asana Inc.
+4.65%
+$9,153.06 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$21,802.94 
ARES Ares Management Corporation
+3.2%
+$23,347.55 
TEAM Atlassian Corporation Class A
+2.95%
+$14,463.42 
HUBG Hub Group Inc.
+2.47%
+$54,657.12 
BP BP p.l.c. Sponsored ADR
+2.26%
+$15,032 
HAL Halliburton Company
+1.93%
+$17,854.09 
ROK Rockwell Automation, Inc.
+1.93%
+$6,865.97 
ZS Zscaler Inc.
+1.89%
+$5,426.11 
SHEL Shell plc
+1.62%
+$18,616.08 
FANG Diamondback Energy Inc
+1.59%
+$4,528.32 
PDD PDD Holdings Inc. American Depositary Shares
+1.28%
+$2,681.28 
BKR Baker Hughes Company
+0.98%
+$2,666.21 
TDY Teledyne Technologies Incorporated
+0.98%
+$7,259.06 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,360.15 
EMR Emerson Electric Co.
+0.79%
+$8,566.87 
WCN Waste Connections Inc.
+0.67%
+$11,370.84 
BLDR Builders FirstSource, Inc.
+0.65%
+$2,490.55 
SYY Sysco Corporation
+0.63%
+$16,622.39 
SE Sea Ltd.
+0.47%
+$1,363 
VALE Vale S.A.
+0.47%
+$2,047.92 
TENB Tenable Holdings Inc.
+0.28%
+$4,254.93 
RYAN Ryan Specialty Holdings Inc.
+0.16%
+$3,318.77 
ABT Abbott Laboratories
+0.09%
+$366.21 
CNHI CNH Industrial N.V.
0%
$0 
NXPI NXP Semiconductors N.V.
-6.53%
-$24,416 
SYK Stryker Corporation
-6.42%
-$40,792.84 
MU Micron Technology, Inc.
-5.9%
-$221,544.08 
COLM Columbia Sportswear Company
-5.43%
-$12,528.34 
ST Sensata Technologies Holding plc
-3.54%
-$25,168.5 
GPI Group 1 Automotive Inc.
-3.35%
-$12,693.38 
LOPE Grand Canyon Education Inc.
-3.19%
-$6,677.26 
ES Eversource Energy
-3.05%
-$6,561 
APTV Aptiv PLC
-2.79%
-$4,819.5 
FIS Fidelity National Information Services, Inc.
-2.67%
-$6,132.78 
NVR NVR, Inc.
-2.25%
-$10,339.02 
EFX Equifax Inc.
-1.99%
-$11,891.88 
AWK American Water Works Company, Inc.
-1.93%
-$5,311.68 
CBRE CBRE Group Inc.
-1.77%
-$52,109.8 
APD Air Products and Chemicals, Inc.
-1.77%
-$6,212.7 
LEN Lennar Corporation
-1.67%
-$16,356.2 
REXR Rexford Industrial Realty, Inc.
-1.59%
-$8,968.22 
BLD TopBuild Corp
-1.45%
-$3,629.62 
NVS Novartis AG Sponsored ADR
-1.45%
-$8,553.19 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$7,472.5 
TXRH Texas Roadhouse Inc.
-1.33%
-$6,402.34 
THO Thor Industries Inc.
-1.15%
-$2,917.11 
PNR Pentair plc
-1.1%
-$9,344.73 
BURL Burlington Stores Inc.
-1%
-$3,083 
VMC Vulcan Materials Company
-0.98%
-$3,868.8 
MET MetLife Inc.
-0.97%
-$3,883.14 
MCHP Microchip Technology Incorporated
-0.96%
-$5,896.1 
FNF Fidelity National Financial, Inc.
-0.9%
-$7,575.95 
SAIA Saia, Inc.
-0.86%
-$2,958 
WAT Waters Corporation
-0.79%
-$4,311.57 
SPGI S&P Global Inc.
-0.74%
-$4,945.79 
BLK BlackRock, Inc.
-0.73%
-$18,521.56 
DASH DoorDash, Inc.
-0.69%
-$2,735.89 
DHR Danaher Corporation
-0.61%
-$1,300.67 
COF Capital One Financial Corporation
-0.54%
-$6,468.15 
MELI MercadoLibre, Inc.
-0.41%
-$1,377.07 
EWW iShares MSCI Mexico ETF
-0.39%
-$2,310.9 
LII Lennox International Inc.
-0.38%
-$3,125.89 
OBDC Blue Owl Capital Corporation
-0.37%
-$1,080 
GPC Genuine Parts Company
-0.37%
-$2,811.52 
SWKS Skyworks Solutions Inc.
-0.32%
-$3,519.4 
PFGC Performance Food Group Co.
-0.31%
-$5,923.08 
VST Vistra Corp
-0.29%
-$1,090.91 
COR Cencora, Inc.
-0.28%
-$5,492.25 
MFC Manulife Financial Corporation
-0.25%
-$765.05 
A Agilent Technologies Inc.
-0.24%
-$886.07 
LEVI Levi Strauss & Co.
-0.12%
-$561.63 Events
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Dividends
Dividend Analysis
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| Trades 1275 | Longs Won 686/1275 53% | Profit Factor 2.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $148,350.02 |
| Average Win $84,699.27 | Best Trade (Aug 05) $2.38M | Sharpe Ratio -16.94 |
| Average Loss -$45,447.59 | Worst Trade (Dec 30) -$2.14M | Z-Score -3.68 (100%) |
| Commissions $0 | Avg. Trade Length 4m 2w 5d | Expectancy $24,576.52 |
| 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 | 1,264 | 1,138 | 1,011 | 885 | 759 | 632 | 506 | 379 | 253 | 126 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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: Discover Financial Services - $2.74M, iShares China Large-Cap ETF - $2.09M, Pioneer Natural Resources Co - $1.68M, Jackson Financial Inc - $978,163.41, and Endeavor Group Holdings, Inc - $800,614. 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 - $1.49M, 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 $5.17M earned over time. The largest contributors to dividend income include Albertsons Companies, Inc - $176,414.07, 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.
