Dana Weymouth Portfolio
Invests via Painted Porch Advisors LLC | Managed by Dana Weymouth
Invests via Painted Porch Advisors LLC
Managed by Dana Weymouth
Automatically Tracked
Dana Weymouth Profile
Seasoned operator and investor focused on scaling consumer and technology businesses across growth and pre-IPO stages. Dana Weymouth combines operational leadership in finance and strategy with active angel and venture investing, advising management teams on capital raises, go-to-market and M&A preparation. Frequently engaged with early-stage boards and syndicates, she emphasizes data-driven growth, unit economics and disciplined capital allocation.
Seasoned operator and investor focused on scaling consumer and technology businesses across growth and pre-IPO stages. Dana Weymouth combines operational leadership in finance and strategy with active angel and venture investing, advising management teams on capital raises, go-to-market and M&A preparation. Frequently engaged with early-stage boards and syndicates, she emphasizes data-driven growth, unit economics and disciplined capital allocation.
Investment Philosophy & Strategy
Focuses on scaling consumer and tech companies from seed through pre‑IPO, prioritizing businesses with clear unit economics and repeatable go‑to‑market motion. Deploys capital with a growth‑oriented yet disciplined allocation framework, balancing hands‑on operational support—finance, strategy, and board governance—with selective syndicate co-investments. Emphasizes data-driven KPIs, margin expansion and capital efficiency to de‑risk pathways to exit. Typical time horizon spans multi-year growth to liquidity, with active involvement in fundraising, commercialization and M&A readiness.
Focuses on scaling consumer and tech companies from seed through pre‑IPO, prioritizing businesses with clear unit economics and repeatable go‑to‑market motion. Deploys capital with a growth‑oriented yet disciplined allocation framework, balancing hands‑on operational support—finance, strategy, and board governance—with selective syndicate co-investments. Emphasizes data-driven KPIs, margin expansion and capital efficiency to de‑risk pathways to exit. Typical time horizon spans multi-year growth to liquidity, with active involvement in fundraising, commercialization and M&A readiness.
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:
47.58%
Gain +0.2%
Monthly
1.21%
Yearly
15.55%
Drawdown
17.63%
$233.76M
Equity
Holdings
$233.76M
Investment
$181.82M
$65.47M
Profit +$359,605.29
Realized
$13.52M
Unrealized
$51.94M
Dividends
$9.26M
Goals
Avg. 69% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$359,605.29
Win %
81%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$2.83M
Win %
81%
This Month
Compared to last month
Gain
-0.77%
Profit
-$1.81M
Win %
81%
This Year
Compared to last year
Gain
1.92%
Profit
$4.37M
Win %
80%
AMZN Amazon.com Inc
+15.32%
+$123,826.53 
GOOG Alphabet Inc
+6.88%
+$89,284.39 
GOOGL Alphabet Inc
+6.73%
+$40,917.87 
META Meta Platforms Inc Class A
+3.28%
+$17,149.59 
ARES Ares Management Corporation
+3.2%
+$80,618.71 
MSFT Microsoft Corp.
+3.02%
+$67,487.05 
NVDA NVIDIA Corporation
+2.93%
+$10,392.21 
CVX Chevron Corporation
+2.35%
+$63,506 
CSCO Cisco Systems, Inc.
+2.14%
+$9,627.66 
RYN Rayonier Inc.
+1.82%
+$5,624.19 
BSTZ BlackRock Science and Technology Term Trust
+1.75%
+$6,126.96 
GE General Electric Company
+1.42%
+$3,058.24 
COP ConocoPhillips
+1.22%
+$6,883.15 
ADBE Adobe Inc.
+1.01%
+$5,916.09 
UNP Union Pacific Corporation
+0.92%
+$10,781.5 
EMR Emerson Electric Co.
+0.79%
+$15,338.95 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$7,508.08 
VOO Vanguard S&P 500 ETF
+0.71%
+$4,855.18 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,661.76 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$1,380.06 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,717.04 
DCOR Dimensional US Core Equity 1 ETF
+0.39%
+$3,383.04 
PG Procter & Gamble Co
+0.37%
+$7,525.47 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$148,664.22 
MRK Merck & Co., Inc.
+0.32%
+$792.96 
JPM JPMorgan Chase & Co.
+0.27%
+$727.56 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$2,007.36 
JNJ Johnson & Johnson
+0.21%
+$6,618.64 
BDX Becton, Dickinson and Company
+0.1%
+$1,266.5 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$582.45 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$213.75 
WMT Walmart Inc.
+0.09%
+$1,896.54 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$493.84 
HGTY Hagerty, Inc.
+0.09%
+$186.38 
EWBC East West Bancorp Inc.
+0.07%
+$525.42 
IQDF FlexShares International Quality Dividend Index Fund
+0.06%
+$115.8 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$580.54 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$19,533.35 
AAPL Apple Inc.
-7.35%
-$1.32M 
LIN Linde plc
-5.95%
-$19,517.71 
MU Micron Technology, Inc.
-5.9%
-$16,521.58 
MNKD MannKind Corporation
-4.87%
-$10,686.4 
ABBV AbbVie Inc.
-2.51%
-$10,766.08 
YUM Yum! Brands, Inc.
-2.37%
-$31,032.24 
NFLX Netflix, Inc.
-2%
-$5,856.06 
APD Air Products and Chemicals, Inc.
-1.77%
-$5,825.07 
AON Aon plc
-1.64%
-$11,221.32 
SQ Block, Inc.
-1.64%
-$8,403.75 
GLD SPDR Gold Shares
-1.49%
-$9,126.86 
IAUM iShares Gold Trust Micro
-1.46%
-$6,300 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$4,063.85 
DE Deere & Company
-1.13%
-$6,983.59 
KO The Coca-Cola Company
-1.02%
-$18,350.1 
MA Mastercard Incorporated
-0.74%
-$2,316.25 
AMGN Amgen Inc.
-0.64%
-$11,735.41 
EFA iShares MSCI EAFE ETF
-0.62%
-$206,089.62 
ECL Ecolab Inc.
-0.61%
-$4,104 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$3,158.54 
LLY Eli Lilly and Company
-0.53%
-$1,403.77 
FTNY Franklin New York Municipal Income ETF
-0.51%
-$661.64 
WELL Welltower Inc.
-0.51%
-$2,604.91 
DFIV Dimensional International Value ETF
-0.47%
-$2,189.16 
VTV Vanguard Value ETF
-0.27%
-$23,603.73 
VB Vanguard Small-Cap ETF
-0.22%
-$860.61 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,422.61 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,470.5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$48,573.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$2,936.64 
NTRS Northern Trust Corporation
-0.17%
-$3,315.74 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$1,794.81 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$948.2 
V Visa Inc. Class A
-0.04%
-$2,696.91 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$12,528.03 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$47.51 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$22.1 Events
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Dividends
Dividend Analysis
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| Trades 1810 | Longs Won 1235/1810 68% | Profit Factor 15.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $354,652.64 |
| Average Win $56,618.38 | Best Trade (Aug 07) $10.52M | Sharpe Ratio -11.08 |
| Average Loss -$7,787.6 | Worst Trade (Sep 11) -$501,484.2 | Z-Score -4.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $36,169.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,742 | $10.7M | $16.6M | - | $5.9M | 55.15% | -7.354% |
| ABBV AbbVie Inc. | 1,664 | $262,347.86 | $417,564.16 | - | $155,216.3 | 59.16% | -2.513% |
| ADBE Adobe Inc. | 2,357 | $1.23M | $590,216.37 | - | -$635,049.23 | -51.83% | +1.013% |
| AMGN Amgen Inc. | 4,732 | $1.36M | $1.82M | - | $459,884.3 | 33.75% | -0.64% |
| AMZN Amazon.com Inc | 3,432 | $750,227.87 | $932,062.53 | - | $181,834.66 | 24.24% | +15.321% |
| AON Aon plc | 1,864 | $542,461.33 | $672,065.18 | - | $129,603.85 | 23.89% | -1.642% |
| APD Air Products and Chemicals, Inc. | 1,097 | $301,852.61 | $323,494.34 | - | $21,641.73 | 7.17% | -1.769% |
| ARES Ares Management Corporation | 20,307 | $2.67M | $2.6M | - | -$71,011.32 | -2.66% | +3.199% |
| BDX Becton, Dickinson and Company | 7,450 | $1.43M | $1.23M | - | -$195,756.43 | -13.69% | +0.103% |
| BRK-B Berkshire Hathaway Inc. | 79,927 | $30.06M | $40.89M | - | $10.82M | 36.01% | +0.365% |
| BSTZ BlackRock Science and Technology Term Trust | 12,504 | $253,162.3 | $355,488.72 | - | $102,326.42 | 40.42% | +1.754% |
| COP ConocoPhillips | 4,747 | $556,275.28 | $571,918.56 | - | $15,643.28 | 2.81% | +1.218% |
| CSCO Cisco Systems, Inc. | 3,962 | $243,352.22 | $459,552.38 | - | $216,200.16 | 88.84% | +2.14% |
| CVX Chevron Corporation | 14,050 | $2.1M | $2.77M | - | $669,154.35 | 31.92% | +2.35% |
| DCOR Dimensional US Core Equity 1 ETF | 10,572 | $762,030 | $872,295.72 | - | $110,265.72 | 14.47% | +0.389% |
| DE Deere & Company | 1,027 | $422,179.9 | $608,672.07 | - | $186,492.17 | 44.17% | -1.134% |
| DFAS Dimensional U.S. Small Cap ETF | 12,820 | $998,192.78 | $1.04M | - | $40,611.81 | 4.07% | -0.172% |
| DFAT Dimensional US Targeted Value ETF | 8,620 | $602,538 | $609,692.6 | - | $7,154.6 | 1.19% | -0.155% |
| DFIC Dimensional International Core Equity Market ETF | 14,357 | $510,450.13 | $546,858.13 | - | $36,408 | 7.13% | -0.574% |
| DFIV Dimensional International Value ETF | 8,108 | $437,994 | $464,345.16 | - | $26,351.16 | 6.02% | -0.469% |
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FAQ
Which stocks have generated the highest profits for Dana Weymouth?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI EAFE ETF - $9.02M, iShares Core S&P Small-Cap ETF - $1.87M, VANGUARD TOTAL STOCK MKT ETF - $1.48M, Visa Inc. Class A - $1.25M, and Invesco S&P 500 Low Volatility ETF - $1.14M. 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: Zillow Group Inc - $334,157.65, Novo Nordisk A/S Sponsored ADR - $223,714.93, PepsiCo, Inc - $189,055.57, Adobe Inc - $173,145.44, and Chord Energy Corp - $140,050. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Weymouth's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.26M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $3.01M, iShares Core S&P Small-Cap ETF - $1.2M, Invesco S&P 500 Low Volatility ETF - $1.12M, Chevron Corporation - $304,091.21, and Vanguard Value ETF - $254,206.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Weymouth's monthly returns?
Dana Weymouth'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 Weymouth's strategy be considered aggressive or moderate?
Dana Weymouth's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Dana Weymouth's strategy?
Dana Weymouth'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.
