Marilou Davido Portfolio
Invests via WFA Asset Management Corp | Managed by Annex Wealth Management, LLC, Derek V.W. Felske
Invests via WFA Asset Management Corp
Managed by Annex Wealth Management, LLC, Derek V.W. Felske
Automatically Tracked
Marilou Davido Profile
Strategic investor and operating executive focused on growth-stage consumer and fintech companies. Marilou Davido brings operating leadership across product, go-to-market and partnerships, with experience scaling teams, raising institutional capital and managing M&A processes. Known for data-driven commercial strategy and board-level governance, she often advises founders on customer acquisition and unit economics. Active in seed to Series B rounds and corporate venture initiatives, she combines hands-on operating skills with investor relations experience.
Strategic investor and operating executive focused on growth-stage consumer and fintech companies. Marilou Davido brings operating leadership across product, go-to-market and partnerships, with experience scaling teams, raising institutional capital and managing M&A processes. Known for data-driven commercial strategy and board-level governance, she often advises founders on customer acquisition and unit economics. Active in seed to Series B rounds and corporate venture initiatives, she combines hands-on operating skills with investor relations experience.
Investment Philosophy & Strategy
Focused on growth-stage consumer and fintech deals, she blends hands-on operating instincts with early-stage investing, targeting seed to Series B opportunities where product-market fit is clear and unit economics can scale. Investment selection emphasizes data-driven customer acquisition, partnership-led distribution, and repeatable revenue models. Capital allocation favors concentrated small bets with reserve for follow-ons, active board or adviser roles, and a 3–7 year horizon to drive commercialization, margin expansion and exit through strategic sale or growth equity rounds.
Focused on growth-stage consumer and fintech deals, she blends hands-on operating instincts with early-stage investing, targeting seed to Series B opportunities where product-market fit is clear and unit economics can scale. Investment selection emphasizes data-driven customer acquisition, partnership-led distribution, and repeatable revenue models. Capital allocation favors concentrated small bets with reserve for follow-ons, active board or adviser roles, and a 3–7 year horizon to drive commercialization, margin expansion and exit through strategic sale or growth equity rounds.
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:
14.35%
Gain
Monthly
0.13%
Yearly
1.57%
Drawdown
28.75%
$211.99M
Equity
Holdings
$211.99M
Investment
$151.95M
$70.9M
Profit +$671,684.09
Realized
$10.86M
Unrealized
$60.04M
Dividends
$14.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$671,684.09
Win %
82%
This Week
Compared To Last Week
Gain
0.25%
Profit
$522,329.21
Win %
82%
This Month
Compared to last month
Gain
1.28%
Profit
$2.68M
Win %
82%
This Year
Compared to last year
Gain
13.04%
Profit
$24.45M
Win %
82%
ABT Abbott Laboratories
+10.99%
+$14,958.06 
MATX Matson Inc.
+8.71%
+$1,309.68 
BTI British American Tobacco p.l.c. ADR
+5.24%
+$12,732.72 
IHI iShares U.S. Medical Devices ETF
+4.24%
+$38.07 
UNP Union Pacific Corporation
+3.45%
+$24,984.45 
ITW Illinois Tool Works Inc.
+3.44%
+$7,995.81 
MTG MGIC Investment Corporation
+3.38%
+$950 
KSS Kohl's Corporation
+3.36%
+$85.67 
OHI Omega Healthcare Investors Inc.
+3.31%
+$2,054.16 
CRM Salesforce Inc
+3.3%
+$870.58 
UNH UnitedHealth Group Incorporated
+3.23%
+$2,531.98 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+3.22%
+$2,959.95 
VTRS Viatris Inc.
+3.18%
+$26.5 
HOG Harley-Davidson Inc.
+3.16%
+$240.26 
MDLZ Mondelez International, Inc.
+3.12%
+$420.9 
ABBV AbbVie Inc.
+3.1%
+$53,012.71 
IVT InvenTrust Properties Corp.
+3%
+$168.54 
KHC The Kraft Heinz Company
+2.97%
+$30.2 
VZ Verizon Communications Inc.
+2.95%
+$31,001.35 
CL Colgate-Palmolive Company
+2.93%
+$970.16 
AMGN Amgen Inc.
+2.92%
+$743.37 
PM Philip Morris International Inc.
+2.88%
+$12,445.16 
PAG Penske Automotive Group Inc.
+2.85%
+$3,014.88 
FIS Fidelity National Information Services, Inc.
+2.85%
+$851.76 
MCD McDonald's Corporation
+2.83%
+$7,909.44 
CSX CSX Corporation
+2.78%
+$2,751.37 
RF Regions Financial Corporation
+2.75%
+$259.5 
T AT&T Inc.
+2.73%
+$85,478.45 
PEP PepsiCo, Inc.
+2.64%
+$6,225.62 
KR Kroger Co.
+2.63%
+$819.5 
MO Altria Group, Inc.
+2.5%
+$50,327.2 
LW Lamb Weston Holdings, Inc.
+2.49%
+$276.94 
KO The Coca-Cola Company
+2.4%
+$986.04 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.37%
+$3.92 
XLP Consumer Staples Select Sector SPDR Fund
+2.36%
+$227,966.43 
KMB Kimberly-Clark Corporation
+2.34%
+$7,818.6 
RPM RPM International Inc.
+2.33%
+$724.8 
GSK GSK plc Sponsored ADR
+2.27%
+$865.8 
VDC VANGUARD CONSUMER STAPLES ETF
+2.23%
+$1,486.17 
MA Mastercard Incorporated
+2.21%
+$746.55 
MPC Marathon Petroleum Corporation
+2.2%
+$6,031.26 
WMT Walmart Inc.
+2.18%
+$5,174.4 
XLV Health Care Select Sector SPDR Fund
+2.08%
+$2,644.43 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$213,066.67 
LE Lands' End Inc.
+2.03%
+$22.8 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+2.01%
+$274,147.28 
GEHC GE HealthCare Technologies Inc.
+1.99%
+$613.62 
TGT Target Corporation
+1.97%
+$4,769.31 
OKE ONEOK, Inc.
+1.97%
+$665.88 
ALNY Alnylam Pharmaceuticals Inc
+1.87%
+$72.97 
V Visa Inc. Class A
+1.84%
+$13,678.96 
DIS The Walt Disney Company
+1.81%
+$188.32 
SDY SPDR S&P Dividend ETF
+1.8%
+$886.63 
DOV Dover Corporation
+1.78%
+$2,694.92 
HD The Home Depot, Inc.
+1.78%
+$7,751.99 
PG Procter & Gamble Co
+1.77%
+$9,722.53 
FLNG Flex LNG Ltd.
+1.75%
+$540 
FHLC Fidelity MSCI Health Care Index ETF
+1.69%
+$759.51 
GNTX Gentex Corporation
+1.65%
+$3,599.2 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+1.64%
+$8,059.92 
VHT Vanguard Health Care ETF
+1.63%
+$4,811.72 
USB U.S. Bancorp
+1.6%
+$781.74 
MSFT Microsoft Corp.
+1.59%
+$6,030.04 
GILD Gilead Sciences Inc.
+1.5%
+$415.67 
DVY iShares Select Dividend ETF
+1.49%
+$1,199.22 
ET Energy Transfer L.P.
+1.28%
+$3,441.99 
FISV Fiserv, Inc.
+1.27%
+$455.68 
CVX Chevron Corporation
+1.26%
+$12,423.72 
EIX Edison International
+1.25%
+$910.08 
PFE Pfizer Inc.
+1.25%
+$59.85 
LNG Cheniere Energy Inc.
+1.15%
+$929.04 
NVS Novartis AG Sponsored ADR
+1.15%
+$403.09 
CVS CVS Health Corporation
+1.05%
+$1,798.2 
MSI Motorola Solutions, Inc.
+1.03%
+$644.13 
XOM Exxon Mobil Corporation
+1.02%
+$3,256 
SO The Southern Company
+0.98%
+$215.76 
EPD Enterprise Products Partners L.P.
+0.96%
+$3,408.84 
DUK Duke Energy Corporation
+0.91%
+$392.11 
AAPL Apple Inc.
+0.9%
+$100,091.73 
KMI Kinder Morgan, Inc.
+0.89%
+$228 
WAB Wabtec Corporation
+0.88%
+$13.74 
TRV The Travelers Companies, Inc.
+0.88%
+$6,783.1 
VDE Vanguard Energy ETF
+0.87%
+$1,373.92 
XLE Energy Select Sector SPDR Fund
+0.85%
+$693.12 
XEL Xcel Energy Inc.
+0.84%
+$137.35 
WFC Wells Fargo & Company
+0.82%
+$434.72 
UMI USCF Midstream Energy Income Fund
+0.78%
+$2,594.45 
FDX FedEx Corporation
+0.77%
+$5,827.31 
IJR iShares Core S&P Small-Cap ETF
+0.75%
+$363 
AIZ Assurant Inc.
+0.75%
+$4,637.06 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$31.95 
IUSV iShares Core S&P U.S. Value ETF
+0.73%
+$25.92 
DTM Dt Midstream Inc.
+0.66%
+$222.72 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$74,726.4 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.63%
+$44,618.84 
AEE Ameren Corporation
+0.62%
+$73.83 
WEC WEC Energy Group Inc.
+0.61%
+$2,131.41 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$580.39 
DTE DTE Energy Company
+0.47%
+$247.71 
BIP Brookfield Infrastructure Partners L.P.
+0.44%
+$193.97 
RSF RiverNorth Capital and Income Fund, Inc.
+0.41%
+$185.09 
AEP American Electric Power Company, Inc.
+0.4%
+$456.23 
BBLU EA Bridgeway Blue Chip ETF
+0.39%
+$79,424.02 
AMT American Tower Corporation
+0.37%
+$42.16 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$328.26 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.35%
+$71.92 
LMT Lockheed Martin Corporation
+0.34%
+$3.54 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.34%
+$25,993.42 
AMZN Amazon.com Inc
+0.33%
+$7,022.4 
AXP American Express Company
+0.32%
+$187.92 
VTV Vanguard Value ETF
+0.32%
+$2,118.2 
PNC The PNC Financial Services Group, Inc.
+0.3%
+$259.16 
TOL Toll Brothers Inc
+0.29%
+$48.5 
GSBD Goldman Sachs BDC Inc.
+0.28%
+$59.05 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$284.24 
MGV Vanguard Mega Cap Value ETF
+0.22%
+$165.9 
NMFC New Mountain Finance Corporation
+0.21%
+$610.59 
HON Honeywell International Inc.
+0.19%
+$348.56 
XMHQ Invesco S&P MidCap Quality ETF
+0.18%
+$34,215.8 
MFC Manulife Financial Corporation
+0.17%
+$107.55 
GOOG Alphabet Inc
+0.12%
+$539.13 
GOOGL Alphabet Inc
+0.11%
+$524.79 
XLF Financial Select Sector SPDR Fund
+0.11%
+$60.48 
BTC
0%
$0 
CGC
0%
$0 
EXAS Exact Sciences Corp
0%
$0 
SDS
0%
$0 
SUM Summit Materials Inc.
0%
$0 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-7.69%
-$106.49 
INTC Intel Corporation
-6.11%
-$15,033.1 
GE General Electric Company
-5.61%
-$29,749.11 
AMD Advanced Micro Devices, Inc.
-5.56%
-$882 
ARAY Accuray Incorporated
-5.09%
-$2.53 
FTXL First Trust Nasdaq Semiconductor ETF
-4.81%
-$6,131.11 
SOXX iShares Semiconductor ETF
-4.62%
-$60,205.54 
LRCX Lam Research Corporation
-4.6%
-$1,342.41 
ATI ATI Inc.
-4.58%
-$7,100 
HPE Hewlett Packard Enterprise Company
-4.47%
-$2,730.56 
PLUG Plug Power Inc.
-3.62%
-$17.92 
AVGO Broadcom Inc.
-3.59%
-$30,040.4 
CSCO Cisco Systems, Inc.
-3.44%
-$7,909.16 
PDP Invesco Dorsey Wright Momentum ETF
-3.15%
-$440 
GEV GE Vernova Inc.
-3.13%
-$1,815.55 
QTUM Defiance Quantum ETF
-3.06%
-$1,600.08 
ITA iShares U.S. Aerospace & Defense ETF
-2.86%
-$114.83 
LIT GLOBAL X LITHIUM & BATTERY T
-2.75%
-$1,747.77 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.62%
-$2,542.43 
DJT Trump Media & Technology Group Corp.
-2.6%
-$54.08 
AMAT Applied Materials, Inc.
-2.55%
-$77,015.07 
NVDA NVIDIA Corporation
-2.5%
-$15,760.08 
XLK State Street Technology Select Sector SPDR ETF
-2.4%
-$2,375.1 
UAL United Airlines Holdings, Inc.
-2.35%
-$85.2 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.93%
-$834.58 
META Meta Platforms Inc Class A
-1.87%
-$599.72 
CWB SPDR Bloomberg Convertible Securities ETF
-1.7%
-$10,264.32 
C Citigroup Inc.
-1.67%
-$71,014.18 
TSLA Tesla, Inc.
-1.57%
-$407.88 
ACB Aurora Cannabis Inc.
-1.5%
-$0.28 
RTX RTX Corporation
-1.48%
-$26.1 
ILCG iShares Morningstar Growth ETF
-1.47%
-$88.66 
TT Trane Technologies plc
-1.4%
-$496.54 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$70,001.97 
FXZ First Trust Materials AlphaDEX Fund
-1.36%
-$180.78 
LHX L3Harris Technologies, Inc.
-1.25%
-$3.58 
GM General Motors Company
-1.22%
-$1,106.75 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$337,070.88 
VWO Vanguard FTSE Emerging Markets ETF
-1.19%
-$61.34 
USO United States Oil Fund, LP
-1.18%
-$50.05 
GBTC Grayscale Bitcoin Trust ETF
-0.98%
-$90.09 
GNR SPDR S&P Global Natural Resources ETF
-0.86%
-$295.8 
BA Boeing Company
-0.86%
-$196.35 
NGG National Grid plc Sponsored ADR
-0.85%
-$444.86 
PFG Principal Financial Group, Inc.
-0.84%
-$519.5 
BMO Bank of Montreal
-0.53%
-$177.38 
BP BP p.l.c. Sponsored ADR
-0.53%
-$490.38 
GOF Guggenheim Strategic Opportunities Fund
-0.51%
-$1,487.09 
JPM JPMorgan Chase & Co.
-0.51%
-$1,872.65 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.48%
-$38,434.54 
IWL iShares Russell Top 200 ETF
-0.47%
-$80,142.72 
IOO iShares Global 100 ETF
-0.47%
-$1,413.06 
IBB iShares Biotechnology ETF
-0.45%
-$350.2 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.41%
-$350.64 
F Ford Motor Company
-0.39%
-$1,534.78 
IVV iShares Core S&P 500 ETF
-0.38%
-$374.1 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$772.48 
VOO Vanguard S&P 500 ETF
-0.37%
-$717.43 
NOC Northrop Grumman Corporation
-0.32%
-$1.66 
CATH Global X S&P 500 Catholic Values ETF
-0.29%
-$76.88 
SNPE Xtrackers S&P 500 ESG ETF
-0.27%
-$239.39 
NEE NextEra Energy, Inc.
-0.24%
-$26.25 
VO Vanguard Mid-Cap ETF
-0.17%
-$28.62 
SYF Synchrony Financial
-0.14%
-$13.2 
HPQ HP Inc.
-0.06%
-$4.5 
IUSB iShares Core Universal USD Bond ETF
-0.06%
-$5.17 
IGRO iShares International Dividend Growth ETF
-0.04%
-$196.56 
BAC Bank of America Corporation
-0.01%
-$23.18 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2458 | Longs Won 1584/2458 64% | Profit Factor 8.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $229,694.08 |
| Average Win $50,755.17 | Best Trade (Jul 13) $5.12M | Sharpe Ratio -10.77 |
| Average Loss -$10,868.26 | Worst Trade (Dec 31) -$1.54M | Z-Score 14.79 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 3d | Expectancy $28,843.5 |
| 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 | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo 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
