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:
25.17%
Gain +1.26%
Monthly
0.77%
Yearly
9.62%
Drawdown
13.71%
$264.12M
Equity
Holdings
$264.12M
Investment
$207.89M
$60.87M
Profit +$3.8M
Realized
$4.64M
Unrealized
$56.24M
Dividends
$8.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.26%
Profit
$3.8M
Win %
79%
This Week
Compared To Last Week
Gain
0.37%
Profit
$977,949.03
Win %
79%
This Month
Compared to last month
Gain
0.08%
Profit
$204,340.01
Win %
79%
This Year
Compared to last year
Gain
6.22%
Profit
$15.46M
Win %
79%
AMGN Amgen Inc.
+4.79%
+$77,039.57 
TSLA Tesla, Inc.
+4.63%
+$8,499.27 
BSTZ BlackRock Science and Technology Term Trust
+4.62%
+$16,118.86 
EMR Emerson Electric Co.
+3.71%
+$68,168.52 
ARES Ares Management Corporation
+3.5%
+$65,711.15 
AVGO Broadcom Inc.
+3.47%
+$21,478.48 
MNKD MannKind Corporation
+3.31%
+$6,411.84 
EFA iShares MSCI EAFE ETF
+3.12%
+$1.88M 
IAUM iShares Gold Trust Micro
+3.05%
+$13,020 
GLDM SPDR Gold MiniShares Trust
+3.05%
+$7,694.88 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$30,816.84 
VXF Vanguard Extended Market ETF
+2.98%
+$9,982.1 
NVO Novo Nordisk A/S Sponsored ADR
+2.72%
+$5,023.48 
NUSC Nuveen ESG Small-Cap ETF
+2.64%
+$17,393.97 
ZBRA Zebra Technologies Corporation
+2.61%
+$9,729.3 
ECL Ecolab Inc.
+2.57%
+$21,120 
CSCO Cisco Systems, Inc.
+2.53%
+$11,922.61 
VB Vanguard Small-Cap ETF
+2.52%
+$8,866.16 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$1.15M 
VIOO Vanguard S&P Small-Cap 600 ETF
+2.43%
+$7,217.43 
NVDA NVIDIA Corporation
+2.22%
+$9,754.4 
APH Amphenol Corporation
+2.19%
+$5,974.29 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$25,171.43 
IJS iShares S&P Small-Cap 600 Value ETF
+1.87%
+$5,175.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$148,815.8 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$16,014.01 
VOO Vanguard S&P 500 ETF
+1.72%
+$18,860.02 
IVV iShares Core S&P 500 ETF
+1.72%
+$59,332.37 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.69%
+$3,912.07 
VTV Vanguard Value ETF
+1.68%
+$125,682.59 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$12,221.48 
EWBC East West Bancorp Inc.
+1.63%
+$12,201.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$6,057.48 
DE Deere & Company
+1.51%
+$9,511.88 
YUM Yum! Brands, Inc.
+1.47%
+$18,588.28 
AMZN Amazon.com Inc
+1.45%
+$14,224.35 
AAPL Apple Inc.
+1.39%
+$225,568.8 
LIN Linde plc
+1.23%
+$4,053.82 
HGTY Hagerty, Inc.
+1.11%
+$2,236.56 
GOOG Alphabet Inc
+0.91%
+$13,084.69 
RYN Rayonier Inc.
+0.85%
+$2,523.68 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.57%
+$3,970.35 
ABT Abbott Laboratories
+0.56%
+$830.61 
APD Air Products and Chemicals, Inc.
+0.54%
+$2,009.43 
UNP Union Pacific Corporation
+0.49%
+$5,509.68 
GOOGL Alphabet Inc
+0.42%
+$6,222.19 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$109,267.58 
IDXX IDEXX Laboratories, Inc.
+0.17%
+$2,085.5 
SQ Block, Inc.
0%
$0 
ADBE Adobe Inc.
-6.38%
-$38,628.48 
COP ConocoPhillips
-3.79%
-$23,785.06 
Z Zillow Group Inc.
-3.62%
-$15,313.5 
ZG Zillow Group, Inc.
-3.08%
-$3,106.95 
XOM Exxon Mobil Corporation
-2.68%
-$12,041.64 
CVX Chevron Corporation
-2.1%
-$57,614.48 
MSFT Microsoft Corp.
-1.79%
-$39,837.68 
KO The Coca-Cola Company
-1.27%
-$21,815.86 
V Visa Inc. Class A
-1.21%
-$82,566.69 
NFLX Netflix, Inc.
-0.89%
-$3,511.3 
RMD ResMed Inc.
-0.62%
-$1,518.55 
MA Mastercard Incorporated
-0.55%
-$2,959.19 
PG Procter & Gamble Co
-0.48%
-$10,357.92 
META Meta Platforms Inc Class A
-0.45%
-$3,579.35 
PEP PepsiCo, Inc.
-0.44%
-$5,636.7 
AON Aon plc
-0.37%
-$2,292.72 
WELL Welltower Inc.
-0.34%
-$1,603.08 
BDX Becton, Dickinson and Company
-0.3%
-$4,208.7 
WMT Walmart Inc.
-0.09%
-$2,280.41 
SPLV Invesco S&P 500 Low Volatility ETF
-0.09%
-$20,110.54 
ABBV AbbVie Inc.
-0.08%
-$333.64 
JNJ Johnson & Johnson
-0.05%
-$1,433.83 Events
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Dividends
Dividend Analysis
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| Trades 1703 | Longs Won 1030/1703 60% | Profit Factor 14.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $351,183.87 |
| Average Win $63,639.39 | Best Trade (Jun 09) $8.37M | Sharpe Ratio -9.12 |
| Average Loss -$6,947.04 | Worst Trade (Jun 11) -$635,585.94 | Z-Score -9.06 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 3d | Expectancy $35,744.7 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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Returns
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