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:
52%
Gain +0.46%
Monthly
1.24%
Yearly
16.01%
Drawdown
17.63%
$238.36M
Equity
Holdings
$238.36M
Investment
$181.82M
$70.04M
Profit +$942,599.78
Realized
$13.5M
Unrealized
$56.54M
Dividends
$9.66M
Goals
Avg. 89% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.46%
Profit
$942,599.78
Win %
83%
This Week
Compared To Last Week
Gain
0.4%
Profit
$942,599.78
Win %
83%
This Month
Compared to last month
Gain
4.58%
Profit
$10.44M
Win %
83%
This Year
Compared to last year
Gain
3.91%
Profit
$8.95M
Win %
81%
MU Micron Technology Inc.
+3.62%
+$10,163.2 
CSCO Cisco Systems, Inc.
+3.04%
+$12,815.49 
NVDA NVIDIA Corporation
+2.58%
+$9,919 
NTRS Northern Trust Corporation
+1.83%
+$31,863.15 
IDXX IDEXX Laboratories, Inc.
+1.52%
+$18,296.5 
GE General Electric Company
+1.44%
+$2,492.8 
BSTZ BlackRock Science and Technology Term Trust
+1.35%
+$4,501.44 
EWBC East West Bancorp Inc.
+1.03%
+$7,881.3 
IJR iShares Core S&P Small-Cap ETF
+1.03%
+$444,856.18 
RYN Rayonier Inc.
+1.02%
+$2,739.99 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.99%
+$2,806.7 
MSFT Microsoft Corporation Common Stock
+0.95%
+$24,626.3 
DFAS Dimensional U.S. Small Cap ETF
+0.93%
+$9,358.6 
VTI Vanguard Total Stock Market ETF
+0.92%
+$6,571.86 
NUSC Nuveen ESG Small-Cap ETF
+0.92%
+$5,300.3 
VB Vanguard Small-Cap ETF
+0.91%
+$3,416.48 
UNP Union Pacific Corp.
+0.91%
+$10,741.08 
IVV iShares Core S&P 500 ETF
+0.9%
+$16,940.05 
SPY State Street SPDR S&P 500 ETF Trust
+0.88%
+$9,434.26 
VOO Vanguard S&P 500 ETF
+0.88%
+$6,123.87 
IJS iShares S&P Small-Cap 600 Value ETF
+0.84%
+$4,547.07 
DFAT Dimensional U.S. Targeted Value ETF
+0.84%
+$4,999.6 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.83%
+$2,019.6 
JNJ Johnson & Johnson
+0.81%
+$26,522.14 
JPM JPMorgan Chase & Co.
+0.8%
+$2,047.15 
DCOR Dimensional US Core Equity 1 ETF
+0.78%
+$6,871.8 
VBR Vanguard Small-Cap Value ETF
+0.69%
+$10,186.47 
AMZN Amazon.com Inc
+0.67%
+$5,662.8 
EFA iShares MSCI EAFE ETF
+0.64%
+$206,089.62 
DFUV Dimensional US Marketwide Value ETF
+0.64%
+$6,022.08 
DFIC Dimensional International Core Equity 2 ETF
+0.63%
+$3,373.89 
MNKD MannKind Corporation
+0.63%
+$1,068.64 
EMR Emerson Electric Co.
+0.62%
+$12,999 
WELL Welltower Inc.
+0.59%
+$3,064.58 
HGTY Hagerty, Inc. Class A Common Stock
+0.58%
+$1,677.42 
DFIV Dimensional International Value ETF
+0.54%
+$2,472.93 
VTV Vanguard Morningstar Value ETF
+0.54%
+$48,408.47 
ECL Ecolab Inc.
+0.49%
+$3,408 
IQDF FlexShares International Quality Dividend Index Fund
+0.46%
+$897.45 
GLD SPDR Gold Shares
+0.45%
+$2,695.86 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.44%
+$4,777.94 
IAUM iShares Gold Trust Micro
+0.44%
+$1,837.5 
GLDM SPDR Gold MiniShares Trust
+0.44%
+$1,178.17 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$186,629.55 
AMGN Amgen Inc. Common Stock
+0.42%
+$8,683.22 
USMV iShares MSCI USA Min Vol Factor ETF
+0.4%
+$973.75 
WMT Walmart Inc.
+0.33%
+$7,421 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
+0.33%
+$1,187.5 
LIN Linde plc
+0.32%
+$1,057.81 
ABBV AbbVie Inc.
+0.32%
+$1,497.62 
APD Air Products and Chemicals Inc.
+0.3%
+$1,014.74 
SPLV Invesco S&P 500 Low Volatility ETF
+0.27%
+$64,765 
LLY Eli Lilly and Company
+0.19%
+$547.31 
ARES Ares Management Corp. Class A Common Stock
+0.18%
+$4,569.03 
META Meta Platforms Inc Class A
+0.18%
+$1,105.8 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.16%
+$1,102.87 
COP ConocoPhillips
+0.07%
+$474.7 
FTNY Franklin New York Municipal Income ETF
+0.07%
+$82.7 
GOOGL Alphabet Inc
+0.02%
+$127.49 
YUM Yum! Brands, Inc.
+0.01%
+$166.84 
NFLX Netflix Inc.
-3.17%
-$8,362.93 
XYZ Block Inc. Class A Common Stock
-2.64%
-$12,574.5 
ADBE Adobe Inc.
-2.33%
-$14,483.79 
MRK Merck & Co., Inc.
-2.23%
-$6,266.16 
DE Deere & Company
-1.72%
-$11,420.26 
MA Mastercard Inc. Class A Common Stock
-1.63%
-$5,553.55 
BDX Becton, Dickinson and Company
-1.62%
-$24,063.5 
AON Aon plc Class A
-1.11%
-$6,263.02 
V Visa Inc. Class A
-1.09%
-$85,536.6 
PG The Procter & Gamble Company
-0.89%
-$20,304.57 
KO The Coca-Cola Company
-0.72%
-$13,660.63 
AAPL Apple Inc.
-0.65%
-$121,457.46 
CVX Chevron Corporation
-0.37%
-$12,293.75 
NVO Novo Nordisk A/S Sponsored ADR
-0.15%
-$258.72 
GOOG Alphabet Inc
-0.11%
-$1,379.88 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1810 | Longs Won 1238/1810 68% | Profit Factor 16.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $388,275.04 |
| Average Win $60,266.68 | Best Trade (Oct 22) $12.06M | Sharpe Ratio -11.08 |
| Average Loss -$7,981.36 | Worst Trade (Oct 14) -$517,460.7 | Z-Score -2.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w | Expectancy $38,698.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 30,303 | 27,273 | 24,242 | 21,212 | 18,182 | 15,152 | 12,121 | 9,091 | 6,061 | 3,030 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 53,742 | $10.7M | $18.57M | - | $7.87M | 73.51% | -0.65% |
| ABBV AbbVie Inc. | 1,664 | $262,347.86 | $476,802.58 | - | $214,454.72 | 81.74% | +0.315% |
| ADBE Adobe Inc. | 2,357 | $1.23M | $607,339.97 | - | -$617,925.63 | -50.43% | -2.329% |
| AMGN Amgen Inc. Common Stock | 4,732 | $1.36M | $2.09M | - | $724,568.72 | 53.17% | +0.418% |
| AMZN Amazon.com Inc | 3,432 | $750,227.87 | $856,798.8 | - | $106,570.93 | 14.21% | +0.665% |
| AON Aon plc Class A | 1,864 | $542,461.33 | $559,498.24 | - | $17,036.91 | 3.14% | -1.107% |
| APD Air Products and Chemicals Inc. | 1,097 | $301,852.61 | $337,958.27 | - | $36,105.66 | 11.96% | +0.301% |
| ARES Ares Management Corp. Class A Common Stock | 20,307 | $2.67M | $2.48M | - | -$188,487.24 | -7.05% | +0.184% |
| BDX Becton, Dickinson and Company | 7,450 | $1.43M | $1.46M | - | $28,190.57 | 1.97% | -1.624% |
| BRK-B Berkshire Hathaway Inc. | 79,927 | $30.06M | $43.52M | - | $13.46M | 44.78% | +0.431% |
| BSTZ BlackRock Science and Technology Term Trust | 12,504 | $253,162.3 | $338,358.24 | - | $85,195.94 | 33.65% | +1.348% |
| COP ConocoPhillips | 4,747 | $556,275.28 | $716,322.3 | - | $160,047.02 | 28.77% | +0.066% |
| CSCO Cisco Systems, Inc. | 3,962 | $243,352.22 | $434,768.49 | - | $191,416.27 | 78.66% | +3.037% |
| CVX Chevron Corporation | 14,050 | $2.1M | $3.26M | - | $1.17M | 55.72% | -0.375% |
| DCOR Dimensional US Core Equity 1 ETF | 10,572 | $762,030 | $887,942.28 | - | $125,912.28 | 16.52% | +0.78% |
| DE Deere & Company | 1,027 | $422,179.9 | $652,175.81 | - | $229,995.91 | 54.48% | -1.721% |
| DFAS Dimensional U.S. Small Cap ETF | 12,820 | $998,192.78 | $1.02M | - | $18,561.42 | 1.86% | +0.929% |
| DFAT Dimensional U.S. Targeted Value ETF | 8,620 | $602,538 | $600,727.8 | - | -$1,810.2 | -0.3% | +0.839% |
| DFIC Dimensional International Core Equity 2 ETF | 14,357 | $510,450.13 | $539,464.27 | - | $29,014.14 | 5.68% | +0.629% |
| DFIV Dimensional International Value ETF | 8,108 | $437,994 | $457,007.42 | - | $19,013.42 | 4.34% | +0.544% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $2.03M, Vanguard Total Stock Market ETF - $1.49M, Visa Inc. Class A - $1.25M, and Invesco S&P 500 Low Volatility ETF - $1.18M. 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. Class C Capital Stock - $334,157.65, Novo Nordisk A/S Sponsored ADR - $223,712.3, PepsiCo, Inc - $189,055.57, Adobe Inc - $173,145.44, and Chord Energy Corporation - $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 $9.66M earned over time. The largest contributors to dividend income include iShares MSCI EAFE ETF - $3.01M, iShares Core S&P Small-Cap ETF - $1.36M, Invesco S&P 500 Low Volatility ETF - $1.16M, Chevron Corporation - $304,091.21, and Vanguard Morningstar Value ETF - $294,909.25. 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.
2026 © Marketlog. All Rights Reserved.
