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:
65.05%
Gain -0.31%
Monthly
0.78%
Yearly
9.82%
Drawdown
18.17%
$215.15M
Equity
Holdings
$215.15M
Investment
$151.95M
$74.19M
Profit -$543,371.6
Realized
$10.99M
Unrealized
$63.2M
Dividends
$15.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.31%
Profit
-$543,371.6
Win %
83%
This Week
Compared To Last Week
Gain
0.21%
Profit
$445,186.48
Win %
83%
This Month
Compared to last month
Gain
-0.25%
Profit
-$543,371.6
Win %
83%
This Year
Compared to last year
Gain
14.72%
Profit
$27.6M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$301,628.72 
GOOG Alphabet Inc
+6.88%
+$26,920.84 
GOOGL Alphabet Inc
+6.73%
+$28,761.6 
TT Trane Technologies plc
+3.33%
+$1,085.58 
META Meta Platforms Inc Class A
+3.28%
+$830.96 
ATI ATI Inc.
+3.05%
+$4,432.01 
MSFT Microsoft Corp.
+3.02%
+$13,047.95 
NVDA NVIDIA Corporation
+2.93%
+$16,947.3 
CVX Chevron Corporation
+2.35%
+$24,629.48 
BP BP p.l.c. Sponsored ADR
+2.26%
+$2,229 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$3.92 
CSCO Cisco Systems, Inc.
+2.14%
+$4,998.51 
LNG Cheniere Energy Inc.
+2.13%
+$1,741.16 
OKE ONEOK, Inc.
+1.95%
+$647.28 
LHX L3Harris Technologies, Inc.
+1.9%
+$5.16 
CRM Salesforce Inc
+1.83%
+$522.98 
KMI Kinder Morgan, Inc.
+1.64%
+$416 
HPE Hewlett Packard Enterprise Company
+1.61%
+$978.88 
HPQ HP Inc.
+1.53%
+$123 
VZ Verizon Communications Inc.
+1.52%
+$17,154.9 
LMT Lockheed Martin Corporation
+1.5%
+$17.26 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$390,908.59 
NOC Northrop Grumman Corporation
+1.43%
+$7.63 
GE General Electric Company
+1.42%
+$7,404.16 
USO United States Oil Fund, LP
+1.33%
+$59.15 
WFC Wells Fargo & Company
+1.19%
+$620.16 
AMAT Applied Materials, Inc.
+1.18%
+$30,733.2 
IOO iShares Global 100 ETF
+1.15%
+$3,447.01 
ITW Illinois Tool Works Inc.
+1.15%
+$2,785.25 
MSI Motorola Solutions, Inc.
+1.14%
+$754.29 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$454.31 
VDE Vanguard Energy ETF
+1.02%
+$1,676.48 
ILCG iShares Morningstar Growth ETF
+1.01%
+$58.24 
XLE Energy Select Sector SPDR Fund
+1%
+$851.96 
SNPE Xtrackers S&P 500 ESG ETF
+0.99%
+$866.98 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$48.72 
UNP Union Pacific Corporation
+0.92%
+$6,704.4 
BBLU EA Bridgeway Blue Chip ETF
+0.9%
+$181,057.8 
DTM Dt Midstream Inc.
+0.9%
+$285.36 
IWL iShares Russell Top 200 ETF
+0.87%
+$144,077.7 
GEV GE Vernova Inc.
+0.85%
+$457.05 
MCD McDonald's Corporation
+0.82%
+$2,323.21 
AEE Ameren Corporation
+0.79%
+$92.02 
TSLA Tesla, Inc.
+0.76%
+$155.76 
MPC Marathon Petroleum Corporation
+0.76%
+$2,194.03 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,452.49 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,346.23 
IVV iShares Core S&P 500 ETF
+0.69%
+$660.48 
CATH Global X S&P 500 Catholic Values ETF
+0.68%
+$176.4 
QTUM Defiance Quantum ETF
+0.67%
+$332.76 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$31,506.24 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$26.01 
IVT InvenTrust Properties Corp.
+0.6%
+$33.39 
ET Energy Transfer L.P.
+0.59%
+$1,619.76 
MO Altria Group, Inc.
+0.57%
+$11,152.05 
GM General Motors Company
+0.52%
+$535.9 
UMI USCF Midstream Energy Income Fund
+0.5%
+$1,649.52 
HON Honeywell International Inc.
+0.47%
+$924.09 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$395.56 
BMO Bank of Montreal
+0.47%
+$150.23 
OHI Omega Healthcare Investors Inc.
+0.46%
+$298.08 
CSX CSX Corporation
+0.42%
+$420.21 
PFE Pfizer Inc.
+0.4%
+$19.3 
RTX RTX Corporation
+0.39%
+$7.56 
AVGO Broadcom Inc.
+0.37%
+$3,052.8 
PG Procter & Gamble Co
+0.37%
+$1,970.54 
BAC Bank of America Corporation
+0.36%
+$1,019.92 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$2,099.52 
FLNG Flex LNG Ltd.
+0.35%
+$110 
RF Regions Financial Corporation
+0.32%
+$30 
PDP Invesco Dorsey Wright Momentum ETF
+0.32%
+$43 
DOV Dover Corporation
+0.27%
+$398.72 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$248.8 
JPM JPMorgan Chase & Co.
+0.27%
+$994.52 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$51,323.7 
SO The Southern Company
+0.21%
+$46.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$19,224.06 
USB U.S. Bancorp
+0.17%
+$85.14 
T AT&T Inc.
+0.17%
+$5,844.68 
DTE DTE Energy Company
+0.12%
+$61.03 
C Citigroup Inc.
+0.1%
+$4,102.74 
WMT Walmart Inc.
+0.09%
+$211.2 
ABT Abbott Laboratories
+0.09%
+$137.16 
LE Lands' End Inc.
+0.08%
+$0.97 
SOXX iShares Semiconductor ETF
+0.07%
+$845.3 
AEP American Electric Power Company, Inc.
+0.06%
+$60.83 
DIS The Walt Disney Company
+0.03%
+$3.21 
ALNY Alnylam Pharmaceuticals Inc
+0.02%
+$0.56 
EXAS Exact Sciences Corp
0%
$0 
RSF RiverNorth Capital and Income Fund, Inc.
0%
$0 
SUM Summit Materials Inc.
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 CGC
CGC
0%
$0 SDS
SDS
0%
$0 BTC
BTC
0%
$0 
AAPL Apple Inc.
-7.35%
-$837,627.72 
ARAY Accuray Incorporated
-6.9%
-$3.62 
EIX Edison International
-6.81%
-$5,081.28 
DJT Trump Media & Technology Group Corp.
-5.01%
-$112.84 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-4.3%
-$55.56 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$260.26 
TOL Toll Brothers Inc
-2.76%
-$451.26 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$935.04 
FIS Fidelity National Information Services, Inc.
-2.67%
-$895.44 
ABBV AbbVie Inc.
-2.51%
-$45,309.41 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$2,197.08 
BA Boeing Company
-2.15%
-$499.8 
KHC The Kraft Heinz Company
-2.01%
-$21.2 
AMD Advanced Micro Devices, Inc.
-1.9%
-$277.2 
IBB iShares Biotechnology ETF
-1.87%
-$1,462.6 
LW Lamb Weston Holdings, Inc.
-1.87%
-$244 
KSS Kohl's Corporation
-1.85%
-$53.64 
UAL United Airlines Holdings, Inc.
-1.8%
-$66.9 
SYF Synchrony Financial
-1.79%
-$182.16 
FXZ First Trust Materials AlphaDEX Fund
-1.69%
-$228.36 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$4,299.36 
UNH UnitedHealth Group Incorporated
-1.68%
-$1,322.09 
LRCX Lam Research Corporation
-1.58%
-$408.9 
PAG Penske Automotive Group Inc.
-1.5%
-$1,742.4 
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$718.83 
NVS Novartis AG Sponsored ADR
-1.45%
-$533.57 
PLUG Plug Power Inc.
-1.44%
-$6.72 
ACB Aurora Cannabis Inc.
-1.41%
-$0.28 
MTG MGIC Investment Corporation
-1.35%
-$410 
MDLZ Mondelez International, Inc.
-1.22%
-$177.1 
F Ford Motor Company
-1.21%
-$5,022.9 
GNTX Gentex Corporation
-1.18%
-$2,519.44 
AIZ Assurant Inc.
-1.16%
-$7,360.75 
NEE NextEra Energy, Inc.
-1.15%
-$126.25 
VTRS Viatris Inc.
-1.13%
-$10 
GNR SPDR S&P Global Natural Resources ETF
-1.07%
-$384.54 
INTC Intel Corporation
-1.02%
-$2,222.7 
KO The Coca-Cola Company
-1.02%
-$448.2 
XOM Exxon Mobil Corporation
-0.97%
-$3,366 
IGRO iShares International Dividend Growth ETF
-0.91%
-$4,717.44 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$401.58 
LIT GLOBAL X LITHIUM & BATTERY T
-0.84%
-$527.46 
GILD Gilead Sciences Inc.
-0.81%
-$225.77 
KMB Kimberly-Clark Corporation
-0.8%
-$2,763.2 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.79%
-$687.64 
VHT Vanguard Health Care ETF
-0.76%
-$2,304.89 
CVS CVS Health Corporation
-0.75%
-$1,279.8 
MA Mastercard Incorporated
-0.74%
-$267.75 
GSK GSK plc Sponsored ADR
-0.73%
-$281.2 
RPM RPM International Inc.
-0.7%
-$229.52 
DUK Duke Energy Corporation
-0.67%
-$291.48 
AMGN Amgen Inc.
-0.64%
-$176.08 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.63%
-$50,762.6 
AMT American Tower Corporation
-0.63%
-$74.8 
PM Philip Morris International Inc.
-0.61%
-$2,821.36 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$780.85 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$677.13 
GSBD Goldman Sachs BDC Inc.
-0.58%
-$118.1 
WEC WEC Energy Group Inc.
-0.57%
-$1,946.08 
WAB Wabtec Corporation
-0.55%
-$9.6 
NGG National Grid plc Sponsored ADR
-0.52%
-$265.02 
MATX Matson Inc.
-0.52%
-$76.32 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.51%
-$2,556 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$48,601.63 
PEP PepsiCo, Inc.
-0.46%
-$1,112.96 
DVY iShares Select Dividend ETF
-0.45%
-$364.31 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$4.14 
TRV The Travelers Companies, Inc.
-0.43%
-$3,812.57 
HD The Home Depot, Inc.
-0.42%
-$1,772.28 
HOG Harley-Davidson Inc.
-0.41%
-$29.3 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$276.36 
AXP American Express Company
-0.38%
-$205.74 
FDX FedEx Corporation
-0.37%
-$2,786.45 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$406.73 
CL Colgate-Palmolive Company
-0.33%
-$108.6 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$24,070.69 
NMFC New Mountain Finance Corporation
-0.29%
-$814.12 
SDY SPDR S&P Dividend ETF
-0.28%
-$142.12 
VTV Vanguard Value ETF
-0.27%
-$1,785.31 
MFC Manulife Financial Corporation
-0.25%
-$157.74 
FISV Fiserv, Inc.
-0.24%
-$92.56 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$180.12 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$8 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$20.7 
PFG Principal Financial Group, Inc.
-0.22%
-$137 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$207.47 
KR Kroger Co.
-0.21%
-$66 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$27,188.16 
EPD Enterprise Products Partners L.P.
-0.18%
-$662.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$19,891.5 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$10,397.37 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$119.68 
XLF Financial Select Sector SPDR Fund
-0.1%
-$60.48 
VO Vanguard Mid-Cap ETF
-0.05%
-$8.48 
V Visa Inc. Class A
-0.04%
-$293.7 
XEL Xcel Energy Inc.
-0.04%
-$6.15 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$13.2 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
-0.02%
-$4.64 
TGT Target Corporation
-0.01%
-$34.91 Events
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Dividends
Dividend Analysis
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| Trades 2458 | Longs Won 1669/2458 67% | Profit Factor 8.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $233,825.9 |
| Average Win $50,129.02 | Best Trade (Aug 14) $5.49M | Sharpe Ratio -10.77 |
| Average Loss -$12,007.56 | Worst Trade (Dec 31) -$1.54M | Z-Score 25.09 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 4d | Expectancy $30,183.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,161 | $6.16M | $10.55M | - | $4.39M | 71.3% | -7.354% |
| ABBV AbbVie Inc. | 7,003 | $972,123.58 | $1.76M | - | $785,209.24 | 80.77% | -2.513% |
| ABT Abbott Laboratories | 1,524 | $209,418.51 | $161,086.8 | - | -$48,331.71 | -23.08% | +0.085% |
| ACB Aurora Cannabis Inc. | 7 | $31 | $19.53 | - | -$11.47 | -37% | -1.413% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 58,709 | $6.28M | $7.31M | - | $1.03M | 16.41% | -0.328% |
| AEE Ameren Corporation | 107 | $9,448.38 | $11,728.27 | - | $2,279.89 | 24.13% | +0.791% |
| AEP American Electric Power Company, Inc. | 869 | $77,508.19 | $111,101.65 | - | $33,593.46 | 43.34% | +0.055% |
| AIZ Assurant Inc. | 2,251 | $423,729 | $628,456.69 | - | $204,727.69 | 48.32% | -1.158% |
| ALNY Alnylam Pharmaceuticals Inc | 14 | $2,375 | $2,877.28 | - | $502.28 | 21.15% | +0.019% |
| AMAT Applied Materials, Inc. | 5,209 | $818,289.11 | $2.64M | - | $1.83M | 223.17% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 30 | $4,317 | $14,284.5 | - | $9,967.5 | 230.89% | -1.904% |
| AMGN Amgen Inc. | 71 | $16,197.42 | $27,346.36 | - | $11,148.94 | 68.83% | -0.64% |
| AMT American Tower Corporation | 68 | $19,339.29 | $11,788.48 | - | -$7,550.81 | -39.04% | -0.631% |
| AMZN Amazon.com Inc | 8,360 | $1.36M | $2.27M | - | $905,976.78 | 66.4% | +15.321% |
| ARAY Accuray Incorporated | 181 | $864 | $48.87 | - | -$815.13 | -94.34% | -6.897% |
| ATI ATI Inc. | 800 | $31,568 | $149,952 | - | $118,384 | 375.01% | +3.046% |
| AVGO Broadcom Inc. | 2,120 | $653,342.01 | $825,273.6 | - | $171,931.59 | 26.32% | +0.371% |
| AXP American Express Company | 162 | $37,411.52 | $54,472.5 | - | $17,060.98 | 45.6% | -0.376% |
| BA Boeing Company | 105 | $18,585 | $22,694.7 | - | $4,109.7 | 22.11% | -2.155% |
| BAC Bank of America Corporation | 4,636 | $184,711.07 | $287,200.2 | - | $102,489.13 | 55.49% | +0.356% |
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FAQ
Which stocks have generated the highest profits for Marilou Davido?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Energy ETF - $3.68M, Consumer Staples Select Sector SPDR Fund - $3.38M, Invesco S&P 500 Equal Weight ETF - $2.79M, Schwab U.S. Dividend Equity ETF - $2.42M, and SPDR Portfolio S&P 500 Growth ETF - $2.21M. 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: Schwab U.S. TIPS ETF - $1.43M, Invesco S&P MidCap Quality ETF - $855,407.43, Walgreens Boots Alliance Inc - $852,698.59, iShares MSCI Global Sustainable Development Goals ETF - $155,882.66, and iShares 0-5 Year TIPS Bond ETF - $147,786.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marilou Davido's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.09M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $1.94M, Consumer Staples Select Sector SPDR Fund - $1.88M, Invesco S&P 500 Equal Weight ETF - $1.27M, iShares MSCI Global Minimum Volatility ETF - $701,793.17, and AT&T Inc - $666,347.47. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marilou Davido's monthly returns?
Marilou Davido's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Marilou Davido's strategy be considered aggressive or moderate?
Marilou Davido'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 Marilou Davido's strategy?
Marilou Davido's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
