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:
46.34%
Gain +0.62%
Monthly
1.24%
Yearly
16.01%
Drawdown
17.64%
$232M
Equity
Holdings
$232M
Investment
$181.82M
$63.62M
Profit +$1.12M
Realized
$13.44M
Unrealized
$50.18M
Dividends
$9.1M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.62%
Profit
$1.12M
Win %
79%
This Week
Compared To Last Week
Gain
0.15%
Profit
$341,343.87
Win %
79%
This Month
Compared to last month
Gain
1.11%
Profit
$2.54M
Win %
79%
This Year
Compared to last year
Gain
1.13%
Profit
$2.58M
Win %
79%
MNKD MannKind Corporation
+6.17%
+$12,823.68 
ADBE Adobe Inc.
+6.1%
+$30,499.58 
ARES Ares Management Corporation
+4.31%
+$106,205.61 
AAPL Apple Inc.
+3.53%
+$610,509.12 
DE Deere & Company
+2.97%
+$18,629.73 
BDX Becton, Dickinson and Company
+2.22%
+$25,255.5 
ECL Ecolab Inc.
+2.13%
+$13,463.98 
EMR Emerson Electric Co.
+2.1%
+$39,517.09 
WELL Welltower Inc.
+2.03%
+$10,988.79 
MA Mastercard Incorporated
+1.77%
+$5,106.64 
NFLX Netflix, Inc.
+1.74%
+$4,813.18 
AON Aon plc
+1.66%
+$11,034.9 
JNJ Johnson & Johnson
+1.59%
+$51,575.44 
NTRS Northern Trust Corporation
+1.44%
+$26,630.34 
GE General Electric Company
+1.35%
+$2,875.85 
KO The Coca-Cola Company
+1.33%
+$22,020.12 
RYN Rayonier Inc.
+1.27%
+$3,893.67 
CSCO Cisco Systems, Inc.
+1.25%
+$5,586.42 
NVO Novo Nordisk A/S Sponsored ADR
+1.23%
+$2,544.08 
AMGN Amgen Inc.
+1.22%
+$21,483.32 
APD Air Products and Chemicals, Inc.
+1.22%
+$3,927.25 
LIN Linde plc
+1.18%
+$3,844.21 
V Visa Inc. Class A
+1.18%
+$79,756.71 
HGTY Hagerty, Inc.
+1.13%
+$2,422.94 
SPLV Invesco S&P 500 Low Volatility ETF
+1.09%
+$268,774.75 
YUM Yum! Brands, Inc.
+1.05%
+$12,930.1 
WMT Walmart Inc.
+0.99%
+$20,292.55 
UNP Union Pacific Corporation
+0.98%
+$12,073.7 
ABBV AbbVie Inc.
+0.95%
+$4,060.13 
JPM JPMorgan Chase & Co.
+0.95%
+$2,561.94 
IDXX IDEXX Laboratories, Inc.
+0.92%
+$10,642.52 
DFAT Dimensional US Targeted Value ETF
+0.92%
+$5,516.8 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$13,276.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$1,995 
LLY Eli Lilly and Company
+0.86%
+$2,326.65 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$326,102.16 
GOOGL Alphabet Inc
+0.65%
+$3,733.03 
DFIC Dimensional International Core Equity Market ETF
+0.64%
+$3,445.68 
DFIV Dimensional International Value ETF
+0.61%
+$2,756.72 
VTV Vanguard Value ETF
+0.53%
+$46,408.28 
EFA iShares MSCI EAFE ETF
+0.5%
+$159,251.07 
MRK Merck & Co., Inc.
+0.45%
+$1,141.07 
DFUV Dimensional US Marketwide Value ETF
+0.43%
+$4,014.72 
FTNY Franklin New York Municipal Income ETF
+0.39%
+$496.23 
PG Procter & Gamble Co
+0.3%
+$6,247.56 
EWBC East West Bancorp Inc.
+0.28%
+$2,160.06 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.26%
+$622.7 
DFAS Dimensional U.S. Small Cap ETF
+0.25%
+$2,564 
GOOG Alphabet Inc
+0.24%
+$2,915.23 
DCOR Dimensional US Core Equity 1 ETF
+0.2%
+$1,691.52 
VB Vanguard Small-Cap ETF
+0.19%
+$743.29 
CVX Chevron Corporation
+0.19%
+$5,198.36 
IJS iShares S&P Small-Cap 600 Value ETF
+0.18%
+$987.6 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.11%
+$735.25 
GLD SPDR Gold Shares
+0.1%
+$617.12 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$1,054.5 
GLDM SPDR Gold MiniShares Trust
+0.1%
+$273.2 
IVV iShares Core S&P 500 ETF
+0.1%
+$1,830 
IAUM iShares Gold Trust Micro
+0.1%
+$420 
VOO Vanguard S&P 500 ETF
+0.08%
+$529.49 
COP ConocoPhillips
+0.05%
+$284.82 
MSFT Microsoft Corp.
+0.03%
+$594.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$210.74 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.01%
+$22.08 
MU Micron Technology, Inc.
-6.99%
-$22,163.2 
META Meta Platforms Inc Class A
-1.8%
-$10,582.68 
SQ Block, Inc.
-1.24%
-$5,976 
NVDA NVIDIA Corporation
-0.92%
-$3,494.38 
BSTZ BlackRock Science and Technology Term Trust
-0.76%
-$2,750.88 
AMZN Amazon.com Inc
-0.66%
-$5,319.6 
IQDF FlexShares International Quality Dividend Index Fund
-0.44%
-$868.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.23%
-$2,557.21 
NUSC Nuveen ESG Small-Cap ETF
-0.08%
-$465.96 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$6,265.58 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.01%
-$19 Events
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Dividends
Dividend Analysis
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| Trades 1810 | Longs Won 1109/1810 61% | Profit Factor 15.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $340,084.8 |
| Average Win $61,379.2 | Best Trade (Jul 25) $8.66M | Sharpe Ratio -9.14 |
| Average Loss -$6,324.83 | Worst Trade (Jul 25) -$535,688.44 | Z-Score -3.64 (100%) |
| Commissions $0 | Avg. Trade Length 12m | Expectancy $35,150.85 |
| 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 | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
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Returns
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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 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 - $1.49M, Visa Inc. Class A - $1.24M, and Invesco S&P 500 Low Volatility ETF - $1.09M. 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 - $232,205.03, PepsiCo, Inc - $187,428.98, 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 $9.1M 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 - $1.07M, Chevron Corporation - $279,082.21, and Vanguard Value ETF - $263,890.32. 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.
