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:
75.47%
Gain +0.21%
Monthly
0.76%
Yearly
9.57%
Drawdown
18.17%
$215.31M
Equity
Holdings
$215.31M
Investment
$151.95M
$74.36M
Profit +$358,762.82
Realized
$10.99M
Unrealized
$63.36M
Dividends
$15.66M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$358,762.82
Win %
82%
This Week
Compared To Last Week
Gain
0.34%
Profit
$731,110.74
Win %
82%
This Month
Compared to last month
Gain
2.19%
Profit
$4.62M
Win %
82%
This Year
Compared to last year
Gain
14.81%
Profit
$27.77M
Win %
82%
F Ford Motor Company
+3.37%
+$11,580.58 
USB U.S. Bancorp
+3%
+$1,331.28 
C Citigroup Inc.
+2.85%
+$110,782.62 
BTI British American Tobacco p.l.c. ADR
+2.85%
+$6,821.1 
PM Philip Morris International Inc.
+2.63%
+$12,588.61 
NGG National Grid plc Sponsored ADR
+2.6%
+$1,296.7 
JPM JPMorgan Chase & Co.
+2.56%
+$9,104.09 
PNC The PNC Financial Services Group, Inc.
+2.54%
+$1,865.27 
KMI Kinder Morgan, Inc.
+2.45%
+$644 
GM General Motors Company
+2.44%
+$2,376.6 
RTX RTX Corporation
+2.43%
+$40.95 
NOC Northrop Grumman Corporation
+2.38%
+$11.9 
SYF Synchrony Financial
+2.38%
+$232.32 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.33%
+$2,258.11 
LMT Lockheed Martin Corporation
+2.27%
+$24.24 
DTM Dt Midstream Inc.
+2.27%
+$625.24 
PEP PepsiCo, Inc.
+2.11%
+$4,712.69 
MDLZ Mondelez International, Inc.
+2.05%
+$296.7 
WFC Wells Fargo & Company
+2.03%
+$1,021.44 
BP BP p.l.c. Sponsored ADR
+2.01%
+$2,173.28 
GE General Electric Company
+1.97%
+$9,060.16 
HD The Home Depot, Inc.
+1.92%
+$7,528.89 
OKE ONEOK, Inc.
+1.9%
+$641.7 
RF Regions Financial Corporation
+1.89%
+$154.5 
AXP American Express Company
+1.86%
+$946.08 
LNG Cheniere Energy Inc.
+1.84%
+$1,619.5 
PG Procter & Gamble Co
+1.76%
+$10,298.86 
AEP American Electric Power Company, Inc.
+1.75%
+$1,894.42 
DIS The Walt Disney Company
+1.71%
+$202.23 
KO The Coca-Cola Company
+1.66%
+$761.94 
VTRS Viatris Inc.
+1.62%
+$14.75 
EPD Enterprise Products Partners L.P.
+1.59%
+$5,349.98 
KMB Kimberly-Clark Corporation
+1.58%
+$5,181 
DUK Duke Energy Corporation
+1.57%
+$647.15 
GSK GSK plc Sponsored ADR
+1.56%
+$566.1 
GNTX Gentex Corporation
+1.54%
+$2,924.35 
KHC The Kraft Heinz Company
+1.52%
+$14.2 
UMI USCF Midstream Energy Income Fund
+1.52%
+$4,806.56 
SO The Southern Company
+1.51%
+$312.04 
MSI Motorola Solutions, Inc.
+1.49%
+$1,037.34 
AEE Ameren Corporation
+1.48%
+$164.78 
AMT American Tower Corporation
+1.48%
+$182.24 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.46%
+$2.88 
MO Altria Group, Inc.
+1.45%
+$30,596.65 
BAC Bank of America Corporation
+1.44%
+$3,453.82 
ITA iShares U.S. Aerospace & Defense ETF
+1.4%
+$49.13 
RPM RPM International Inc.
+1.37%
+$413.74 
KR Kroger Co.
+1.36%
+$470.25 
IVT InvenTrust Properties Corp.
+1.35%
+$64.39 
WEC WEC Energy Group Inc.
+1.35%
+$4,432.71 
VZ Verizon Communications Inc.
+1.32%
+$14,336.59 
FXZ First Trust Materials AlphaDEX Fund
+1.31%
+$174.73 
ET Energy Transfer L.P.
+1.31%
+$3,509.48 
VDC VANGUARD CONSUMER STAPLES ETF
+1.3%
+$899.64 
MFC Manulife Financial Corporation
+1.3%
+$817.38 
T AT&T Inc.
+1.28%
+$43,835.1 
CL Colgate-Palmolive Company
+1.27%
+$427.16 
XLP Consumer Staples Select Sector SPDR Fund
+1.27%
+$127,290.9 
LHX L3Harris Technologies, Inc.
+1.26%
+$3.03 
AIZ Assurant Inc.
+1.26%
+$7,991.05 
XLF Financial Select Sector SPDR Fund
+1.21%
+$675.36 
NEE NextEra Energy, Inc.
+1.2%
+$118.75 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.2%
+$88,104.03 
ALNY Alnylam Pharmaceuticals Inc
+1.19%
+$38.85 
BMO Bank of Montreal
+1.18%
+$354.76 
TOL Toll Brothers Inc
+1.17%
+$171.13 
GNR SPDR S&P Global Natural Resources ETF
+1.16%
+$436.31 
MTG MGIC Investment Corporation
+1.16%
+$320 
DVY iShares Select Dividend ETF
+1.13%
+$905.74 
EIX Edison International
+1.1%
+$583.02 
CVX Chevron Corporation
+1.1%
+$13,186.63 
TT Trane Technologies plc
+1.1%
+$372.22 
AAPL Apple Inc.
+1.08%
+$126,593.83 
ABBV AbbVie Inc.
+1.08%
+$21,499.28 
DOV Dover Corporation
+1.08%
+$1,495.2 
XLE Energy Select Sector SPDR Fund
+1.08%
+$1,039.68 
VDE Vanguard Energy ETF
+1.07%
+$1,974.08 
SCHD Schwab U.S. Dividend Equity ETF
+1.04%
+$113,742.35 
XEL Xcel Energy Inc.
+1.04%
+$159.9 
WMT Walmart Inc.
+1.02%
+$2,549.61 
HON Honeywell International Inc.
+1.02%
+$1,734.69 
PFG Principal Financial Group, Inc.
+1%
+$595.9 
AMGN Amgen Inc.
+0.99%
+$304.59 
V Visa Inc. Class A
+0.99%
+$8,287.1 
ITW Illinois Tool Works Inc.
+0.98%
+$2,283.91 
BA Boeing Company
+0.95%
+$189 
OHI Omega Healthcare Investors Inc.
+0.94%
+$557.28 
SDY SPDR S&P Dividend ETF
+0.93%
+$460.27 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.92%
+$360.19 
DTE DTE Energy Company
+0.92%
+$423.62 
TRV The Travelers Companies, Inc.
+0.88%
+$7,905.8 
FISV Fiserv, Inc.
+0.83%
+$279.6 
IGRO iShares International Dividend Growth ETF
+0.82%
+$4,155.84 
NVS Novartis AG Sponsored ADR
+0.81%
+$281.93 
XOM Exxon Mobil Corporation
+0.77%
+$2,970.02 
VYM Vanguard High Dividend Yield ETF
+0.75%
+$697.2 
VTV Vanguard Value ETF
+0.67%
+$4,508.74 
FDX FedEx Corporation
+0.66%
+$4,724.83 
CVS CVS Health Corporation
+0.66%
+$988.2 
MGV Vanguard Mega Cap Value ETF
+0.66%
+$516.66 
PFE Pfizer Inc.
+0.63%
+$35.7 
MCD McDonald's Corporation
+0.6%
+$1,547.04 
GEHC GE HealthCare Technologies Inc.
+0.58%
+$197.24 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$19.84 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$543.83 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.48%
+$2,402.64 
CSX CSX Corporation
+0.44%
+$430.21 
MA Mastercard Incorporated
+0.44%
+$170.73 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.43%
+$31,996.4 
RWJ Invesco S&P SmallCap 600 Revenue ETF
+0.41%
+$53,243.48 
ABT Abbott Laboratories
+0.38%
+$609.6 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$515.2 
IHI iShares U.S. Medical Devices ETF
+0.3%
+$2.88 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.29%
+$23,205.76 
PAG Penske Automotive Group Inc.
+0.27%
+$306.24 
FXR First Trust Industrials/Producer Durables AlphaDEX Fund
+0.22%
+$41.76 
RSP Invesco S&P 500 Equal Weight ETF
+0.2%
+$23,116.8 
TGT Target Corporation
+0.16%
+$436.75 
MATX Matson Inc.
+0.15%
+$25.2 
IUSB iShares Core Universal USD Bond ETF
+0.15%
+$13.46 
GEV GE Vernova Inc.
+0.13%
+$66.28 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$54.45 
UNP Union Pacific Corporation
+0.11%
+$828.66 
RSF RiverNorth Capital and Income Fund, Inc.
+0.11%
+$46.35 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.1%
+$4.24 
WAB Wabtec Corporation
+0.06%
+$1.08 
FHLC Fidelity MSCI Health Care Index ETF
+0.05%
+$26.19 
IOO iShares Global 100 ETF
+0.04%
+$117.75 
SDG iShares MSCI Global Sustainable Development Goals ETF
+0.02%
+$16.46 
EXAS Exact Sciences Corp
0%
$0 
SUM Summit Materials Inc.
0%
$0 CGC
CGC
0%
$0 SDS
SDS
0%
$0 BTC
BTC
0%
$0 
HPE Hewlett Packard Enterprise Company
-4.62%
-$3,490.48 
INTC Intel Corporation
-4.28%
-$9,763.15 
AMD Advanced Micro Devices, Inc.
-3.6%
-$607.8 
LRCX Lam Research Corporation
-3.58%
-$864.78 
CRM Salesforce Inc
-3.48%
-$1,357.22 
DJT Trump Media & Technology Group Corp.
-3.38%
-$54.25 
BLDP BALLARD POWER SYSTEMS INC Common Stock
-3.35%
-$25.88 
AMAT Applied Materials, Inc.
-3.08%
-$68,915.12 
PLUG Plug Power Inc.
-3.02%
-$10.08 
QTEC First Trust NASDAQ-100 Technology Index Fund
-2.79%
-$2,724.36 
ACB Aurora Cannabis Inc.
-2.44%
-$0.7 
AVGO Broadcom Inc.
-2.39%
-$17,447.6 
SOXX iShares Semiconductor ETF
-2.36%
-$28,481.29 
META Meta Platforms Inc Class A
-2.27%
-$786.54 
FTXL First Trust Nasdaq Semiconductor ETF
-2.08%
-$2,528.62 
QTUM Defiance Quantum ETF
-2.07%
-$1,040.76 
XLK State Street Technology Select Sector SPDR ETF
-1.95%
-$2,014.74 
IBB iShares Biotechnology ETF
-1.88%
-$1,606.8 
CSCO Cisco Systems, Inc.
-1.74%
-$3,928.87 
ARAY Accuray Incorporated
-1.65%
-$0.51 
CWB SPDR Bloomberg Convertible Securities ETF
-1.58%
-$8,952.1 
FLNG Flex LNG Ltd.
-1.57%
-$450 
GOOGL Alphabet Inc
-1.5%
-$6,696.06 
MSFT Microsoft Corp.
-1.49%
-$7,678.94 
GOOG Alphabet Inc
-1.4%
-$5,637.32 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$71,101.92 
UNH UnitedHealth Group Incorporated
-1.34%
-$1,019.15 
PDP Invesco Dorsey Wright Momentum ETF
-1.17%
-$159.86 
LIT GLOBAL X LITHIUM & BATTERY T
-1.09%
-$639.21 
NMFC New Mountain Finance Corporation
-1.01%
-$2,849.42 
HPQ HP Inc.
-0.97%
-$90 
ILCG iShares Morningstar Growth ETF
-0.96%
-$57.72 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.9%
-$257,484.7 
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$42.63 
GBTC Grayscale Bitcoin Trust ETF
-0.8%
-$92.82 
BIP Brookfield Infrastructure Partners L.P.
-0.78%
-$330.89 
GOF Guggenheim Strategic Opportunities Fund
-0.76%
-$1,757.47 
TSLA Tesla, Inc.
-0.73%
-$174.79 
USO United States Oil Fund, LP
-0.73%
-$40.25 
LW Lamb Weston Holdings, Inc.
-0.7%
-$92.72 
FIS Fidelity National Information Services, Inc.
-0.69%
-$182 
LE Lands' End Inc.
-0.63%
-$6.3 
ATI ATI Inc.
-0.54%
-$824 
GSBD Goldman Sachs BDC Inc.
-0.39%
-$82.67 
IWL iShares Russell Top 200 ETF
-0.37%
-$63,483.84 
GILD Gilead Sciences Inc.
-0.35%
-$117.11 
HOG Harley-Davidson Inc.
-0.34%
-$27.84 
AMZN Amazon.com Inc
-0.3%
-$6,437.12 
SPY SPDR S&P 500 ETF Trust
-0.3%
-$625.6 
SNPE Xtrackers S&P 500 ESG ETF
-0.3%
-$271.74 
VOO Vanguard S&P 500 ETF
-0.3%
-$584.47 
NVDA NVIDIA Corporation
-0.29%
-$1,878.15 
CATH Global X S&P 500 Catholic Values ETF
-0.28%
-$76.35 
IVV iShares Core S&P 500 ETF
-0.23%
-$234.78 
BBLU EA Bridgeway Blue Chip ETF
-0.2%
-$42,246.82 
KSS Kohl's Corporation
-0.18%
-$5.96 
XMHQ Invesco S&P MidCap Quality ETF
-0.16%
-$31,649.62 
IJH iShares Core S&P Mid-Cap ETF
-0.16%
-$172.04 
MPC Marathon Petroleum Corporation
-0.12%
-$527.85 
UAL United Airlines Holdings, Inc.
-0.04%
-$1.2 
VO Vanguard Mid-Cap ETF
-0.03%
-$4.24 
VHT Vanguard Health Care ETF
-0.01%
-$29.54 Events
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Dividends
Dividend Analysis
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| Trades 2458 | Longs Won 1661/2458 67% | Profit Factor 8.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $240,305.37 |
| Average Win $50,596.42 | Best Trade (Oct 15) $5.67M | Sharpe Ratio -10.77 |
| Average Loss -$12,151.98 | Worst Trade (Dec 31) -$1.54M | Z-Score 23.45 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 4d | Expectancy $30,250.42 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 34,161 | $6.16M | $11.81M | - | $5.65M | 91.71% | +1.084% |
| ABBV AbbVie Inc. | 7,003 | $972,123.58 | $2.01M | - | $1.03M | 106.37% | +1.083% |
| ABT Abbott Laboratories | 1,524 | $209,418.51 | $160,141.92 | - | -$49,276.59 | -23.53% | +0.382% |
| ACB Aurora Cannabis Inc. | 7 | $31 | $28 | - | -$3 | -9.68% | -2.439% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 58,709 | $6.28M | $7.5M | - | $1.22M | 19.5% | +0.428% |
| AEE Ameren Corporation | 107 | $9,448.38 | $11,267.1 | - | $1,818.72 | 19.25% | +1.484% |
| AEP American Electric Power Company, Inc. | 869 | $77,508.19 | $109,902.43 | - | $32,394.24 | 41.79% | +1.754% |
| AIZ Assurant Inc. | 2,251 | $423,729 | $642,480.42 | - | $218,751.42 | 51.63% | +1.259% |
| ALNY Alnylam Pharmaceuticals Inc | 14 | $2,375 | $3,315.27 | - | $940.27 | 39.59% | +1.186% |
| AMAT Applied Materials, Inc. | 5,209 | $818,289.11 | $2.17M | - | $1.35M | 165.31% | -3.077% |
| AMD Advanced Micro Devices, Inc. | 30 | $4,317 | $16,259.1 | - | $11,942.1 | 276.63% | -3.604% |
| AMGN Amgen Inc. | 71 | $16,197.42 | $31,120.72 | - | $14,923.3 | 92.13% | +0.988% |
| AMT American Tower Corporation | 68 | $19,339.29 | $12,514.72 | - | -$6,824.57 | -35.29% | +1.478% |
| AMZN Amazon.com Inc | 8,360 | $1.36M | $2.12M | - | $758,924.54 | 55.62% | -0.302% |
| ARAY Accuray Incorporated | 181 | $864 | $30.26 | - | -$833.74 | -96.5% | -1.647% |
| ATI ATI Inc. | 800 | $31,568 | $150,624 | - | $119,056 | 377.14% | -0.544% |
| AVGO Broadcom Inc. | 2,120 | $653,342.01 | $712,532 | - | $59,189.99 | 9.06% | -2.39% |
| AXP American Express Company | 162 | $37,411.52 | $51,793.02 | - | $14,381.5 | 38.44% | +1.861% |
| BA Boeing Company | 105 | $18,585 | $20,005.65 | - | $1,420.65 | 7.64% | +0.954% |
| BAC Bank of America Corporation | 4,636 | $184,711.07 | $243,135.02 | - | $58,423.95 | 31.63% | +1.441% |
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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 - $3.44M, Invesco S&P 500 Equal Weight ETF - $2.83M, Schwab U.S. Dividend Equity ETF - $2.51M, and SPDR Portfolio S&P 500 Growth ETF - $2.24M. 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, Walgreens Boots Alliance Inc - $852,698.59, Invesco S&P MidCap Quality ETF - $829,098.9, 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 $15.66M earned over time. The largest contributors to dividend income include Schwab U.S. Dividend Equity ETF - $2.03M, Consumer Staples Select Sector SPDR Fund - $1.94M, Invesco S&P 500 Equal Weight ETF - $1.31M, AT&T Inc - $706,894.94, and iShares MSCI Global Minimum Volatility ETF - $701,793.17. 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.
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