Dan Fitzgerald Portfolio
Invests via Pinnacle Financial Group LLC / IL | Managed by Dan Fitzgerald
Invests via Pinnacle Financial Group LLC / IL
Managed by Dan Fitzgerald
Automatically Tracked
Dan Fitzgerald Profile
Dan Fitzgerald is a seasoned entrepreneur with extensive experience in the technology sector. Over the years, he has founded and scaled several innovative startups, demonstrating a strong ability to identify market opportunities and develop transformative solutions. His work has significantly impacted how businesses leverage technology for growth and efficiency. With a solid track record in navigating the challenges of startup ecosystems, he plays a critical role in fostering an entrepreneurial spirit within his teams. As an active participant in venture funding circles, Fitzgerald is well-regarded for connecting emerging companies with resources essential for scaling operations effectively.
Dan Fitzgerald is a seasoned entrepreneur with extensive experience in the technology sector. Over the years, he has founded and scaled several innovative startups, demonstrating a strong ability to identify market opportunities and develop transformative solutions. His work has significantly impacted how businesses leverage technology for growth and efficiency. With a solid track record in navigating the challenges of startup ecosystems, he plays a critical role in fostering an entrepreneurial spirit within his teams. As an active participant in venture funding circles, Fitzgerald is well-regarded for connecting emerging companies with resources essential for scaling operations effectively.
Investment Philosophy & Strategy
Spotting technological advancements is central to investment decisions. Dan Fitzgerald focuses on identifying early-stage opportunities within the tech landscape, leveraging his entrepreneurial insight to assess potential for scalability and innovation. By fostering relationships with startup founders, he facilitates funding strategies that amplify business growth and operational efficiency. His strategic foresight drives a hands-on approach in mentoring nascent enterprises, ensuring they are well-equipped to meet market demands. Committed to nurturing groundbreaking ideas, this method not only maximizes value creation but also cultivates a sustainable ecosystem for future ventures.
Spotting technological advancements is central to investment decisions. Dan Fitzgerald focuses on identifying early-stage opportunities within the tech landscape, leveraging his entrepreneurial insight to assess potential for scalability and innovation. By fostering relationships with startup founders, he facilitates funding strategies that amplify business growth and operational efficiency. His strategic foresight drives a hands-on approach in mentoring nascent enterprises, ensuring they are well-equipped to meet market demands. Committed to nurturing groundbreaking ideas, this method not only maximizes value creation but also cultivates a sustainable ecosystem for future ventures.
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:
115.47%
Gain +5.42%
Monthly
1.33%
Yearly
17.24%
Drawdown
22.56%
$419.73M
Equity
Holdings
$419.73M
Investment
$304.51M
$119.24M
Profit +$9.93M
Realized
$4.02M
Unrealized
$115.22M
Dividends
$22.41M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.42%
Profit
$9.93M
Win %
84%
This Week
Compared To Last Week
Gain
2.38%
Profit
$9.75M
Win %
84%
This Month
Compared to last month
Gain
2.38%
Profit
$9.75M
Win %
84%
This Year
Compared to last year
Gain
2.5%
Profit
$10.23M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$167,519.39 
GOOG Alphabet Inc
+6.88%
+$21,798.53 
GOOGL Alphabet Inc
+6.73%
+$29,705.34 
META Meta Platforms Inc Class A
+3.28%
+$8,203.52 
MSFT Microsoft Corp.
+3.02%
+$23,971.18 
NVDA NVIDIA Corporation
+2.93%
+$42,528.13 
CVX Chevron Corporation
+2.35%
+$7,417.32 
GWW W.W. Grainger, Inc.
+1.97%
+$5,746.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$38,803.2 
VUG Vanguard Growth ETF
+1.1%
+$3,316.38 
ILCG iShares Morningstar Growth ETF
+1.01%
+$24,457.44 
XLE Energy Select Sector SPDR Fund
+1%
+$3,443.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$4,429.04 
IBM International Business Machines Corporation
+0.86%
+$1,579.55 
MCD McDonald's Corporation
+0.82%
+$32,166.35 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$86,710.31 
TSLA Tesla, Inc.
+0.76%
+$2,027.22 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$78,220.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$6,099.35 
CAT Caterpillar Inc.
+0.7%
+$6,775.64 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,933.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$20,122.05 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$3,950.73 
PLTR Palantir Technologies Inc.
+0.65%
+$1,753.6 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$10,003.32 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,470.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,685.78 
AVUS Avantis U.S. Equity ETF
+0.57%
+$9,675.36 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$14,525.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$24,967.8 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$12,597.85 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$94,656.32 
AVGO Broadcom Inc.
+0.37%
+$1,451.52 
PG Procter & Gamble Co
+0.37%
+$1,299.03 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,897.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$92,049.44 
JPM JPMorgan Chase & Co.
+0.27%
+$1,386.5 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$60,180.01 
JNJ Johnson & Johnson
+0.21%
+$493.43 
PRF Invesco FTSE RAFI US 1000 ETF
+0.18%
+$66,507.4 
MS Morgan Stanley
+0.17%
+$510.12 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$345.03 
IYG iShares U.S. Financial Services ETF
+0.06%
+$133.2 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.02%
+$64.13 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.02%
+$67.15 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$157.18 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$993.76 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
FPEI First Trust Institutional Preferred Securities and Income ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$252,408.88 
ABBV AbbVie Inc.
-2.51%
-$9,426.79 
BA Boeing Company
-2.15%
-$6,673.51 
GLD SPDR Gold Shares
-1.49%
-$73,902.87 
XOM Exxon Mobil Corporation
-0.97%
-$6,634.08 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$6,287.24 
VHT Vanguard Health Care ETF
-0.76%
-$18,614.62 
EDIV SPDR S&P Emerging Markets Dividend ETF
-0.7%
-$3,113.44 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$30,358.75 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$2,110.5 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,314.72 
PTRB PGIM Total Return Bond ETF
-0.61%
-$34,714.75 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,390.01 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$204,566.12 
VNQ Vanguard Real Estate ETF
-0.54%
-$16,641.72 
LLY Eli Lilly and Company
-0.53%
-$1,563.15 
DFAR Dimensional US Real Estate ETF
-0.52%
-$36,068.76 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$87,585.02 
ALL Allstate Corporation
-0.49%
-$2,575.33 
DVY iShares Select Dividend ETF
-0.45%
-$33,481.23 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,962.74 
AXP American Express Company
-0.38%
-$904.23 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$24,937.74 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$12,494.4 
FLCB Franklin U.S. Core Bond ETF
-0.31%
-$2,677.33 
CEG Constellation Energy Corporation
-0.31%
-$696.6 
DWM WisdomTree International Equity Fund
-0.29%
-$1,315.82 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$2,239.36 
INCM Franklin Income Focus ETF
-0.27%
-$7,026.24 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$5,660.82 
VTV Vanguard Value ETF
-0.27%
-$10,936.64 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,089.65 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$22,458.25 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$826.3 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$11,502 
VB Vanguard Small-Cap ETF
-0.22%
-$16,220.99 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$32,298.84 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,841.3 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,175.03 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.21%
-$8,943.04 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$1,216.94 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$16,421.76 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,467.87 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$9,991.65 
EPD Enterprise Products Partners L.P.
-0.18%
-$719.26 
VPLS Vanguard Core-Plus Bond ETF
-0.18%
-$385.15 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$16,025.77 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,334.24 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$1,789.85 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$442.31 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$530.88 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$881.4 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$580.71 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,691.04 
XLF Financial Select Sector SPDR Fund
-0.1%
-$341.34 
TIP iShares TIPS Bond ETF
-0.1%
-$385.11 
BINC iShares Flexible Income Active ETF
-0.08%
-$531.03 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$480.24 
VFMO Vanguard U.S. Momentum Factor Fund
-0.07%
-$207.36 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$211.6 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$630.1 
VO Vanguard Mid-Cap ETF
-0.05%
-$3,191.68 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$124.6 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$177.24 
VSDB Vanguard Short Duration Bond ETF
-0.02%
-$610.46 Events
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Dividends
Dividend Analysis
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| Trades 1295 | Longs Won 939/1295 72% | Profit Factor 19.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $474,529.55 |
| Average Win $133,694.31 | Best Trade (Aug 10) $11.28M | Sharpe Ratio -13.8 |
| Average Loss -$17,705.03 | Worst Trade (Mar 31) -$1.75M | Z-Score 26.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 6d | Expectancy $92,074.11 |
| 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 | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
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FAQ
Which stocks have generated the highest profits for Dan Fitzgerald?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Emerging Markets Core Equity 2 ETF - $3.03M, WisdomTree U.S. Total Dividend Fund - $2.97M, Dimensional International Core Equity Market ETF - $2.89M, Invesco FTSE RAFI US 1000 ETF - $2.3M, and iShares Select Dividend ETF - $1.76M. 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: Vanguard Real Estate ETF - $1.39M, GLOBAL X FINTECH ETF - $299,193.12, Global X Robotics & Artificial Intelligence ETF - $147,552.95, Boeing Company - $122,297.52, and iShares MSCI China ETF - $118,630.32. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dan Fitzgerald's portfolio generate?
The portfolio generates substantial dividend income, with a total of $22.41M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $2.21M, WisdomTree U.S. Total Dividend Fund - $2.08M, Invesco FTSE RAFI US 1000 ETF - $1.66M, Vanguard International High Dividend Yield Index Fund - $1.48M, and Dimensional Emerging Markets Core Equity 2 ETF - $1.41M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dan Fitzgerald's monthly returns?
Dan Fitzgerald'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 Dan Fitzgerald's strategy be considered aggressive or moderate?
Dan Fitzgerald'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 Dan Fitzgerald's strategy?
Dan Fitzgerald'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.
