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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:
36.22%
Gain +0.86%
Monthly
0.51%
Yearly
6.35%
Drawdown
13.21%
$384.79M
Equity
Holdings
$384.79M
Investment
$272.25M
$113.58M
Profit +$3.85M
Realized
$1.03M
Unrealized
$112.54M
Dividends
$20.15M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$3.85M
Win %
85%
This Week
Compared To Last Week
Gain
1.01%
Profit
$3.85M
Win %
85%
This Month
Compared to last month
Gain
0.98%
Profit
$3.72M
Win %
85%
This Year
Compared to last year
Gain
11.68%
Profit
$40.24M
Win %
85%
BA Boeing Company
+5.24%
+$15,766.65 
META Meta Platforms Inc Class A
+5.11%
+$11,880.2 
PLTR Palantir Technologies Inc.
+4.82%
+$14,166.32 
CEG Constellation Energy Corporation
+3.89%
+$7,973.17 
AXP American Express Company
+3.72%
+$8,532.48 
NVDA NVIDIA Corporation
+3.4%
+$48,901.88 
AMZN Amazon.com Inc
+3.4%
+$35,469.9 
GOOGL Alphabet Inc
+3.27%
+$10,246.01 
DFAE Dimensional Emerging Core Equity Market ETF
+3.14%
+$94,778.46 
GOOG Alphabet Inc
+3.12%
+$10,645.01 
QQQ Invesco QQQ Trust, Series 1
+3.1%
+$40,615.41 
AVGO Broadcom Inc.
+3.05%
+$10,456.31 
CAT Caterpillar Inc.
+2.98%
+$39,484.69 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.94%
+$807,549.93 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.83%
+$77,291.77 
XLO Xilio Therapeutics, Inc.
+2.83%
+$166.85 
MS Morgan Stanley
+2.71%
+$9,005.44 
EEM iShares MSCI Emerging Markets ETF
+2.69%
+$251,382.8 
GLD SPDR Gold Shares
+2.64%
+$153,522.54 
MSFT Microsoft Corp.
+2.27%
+$17,328.32 
VWO Vanguard FTSE Emerging Markets ETF
+2.23%
+$11,376.82 
ESGV Vanguard ESG U.S. Stock ETF
+2.17%
+$12,720 
VV Vanguard Large-Cap Index Fund ETF Shares
+1.96%
+$60,189.93 
VOO Vanguard S&P 500 ETF
+1.91%
+$8,255 
SPY SPDR S&P 500 ETF Trust
+1.88%
+$196,609.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.86%
+$85,717.47 
VSGX Vanguard ESG International Stock ETF
+1.82%
+$6,587.29 
AAPL Apple Inc.
+1.81%
+$57,668.16 
VBK Vanguard Small-Cap Growth ETF
+1.78%
+$35,637.5 
DFAU Dimensional US Core Equity Market ETF
+1.76%
+$46,942.35 
VT Vanguard Total World Stock ETF
+1.72%
+$4,035.01 
IVV iShares Core S&P 500 ETF
+1.64%
+$8,245.11 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.59%
+$4,540.27 
AVUS Avantis U.S. Equity ETF
+1.55%
+$10,927.59 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.51%
+$21,089.08 
VEU Vanguard FTSE All-World ex-US ETF
+1.51%
+$202,592.28 
VO Vanguard Mid-Cap ETF
+1.43%
+$81,926.19 
DFAC Dimensional U.S. Core Equity 2 ETF
+1.42%
+$339,081.87 
BRK-B Berkshire Hathaway Inc.
+1.39%
+$41,336.7 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+1.39%
+$3,564.54 
EDIV SPDR S&P Emerging Markets Dividend ETF
+1.3%
+$3,965.42 
TSLA Tesla, Inc.
+1.2%
+$3,956.05 
V Visa Inc. Class A
+0.97%
+$1,953.11 
PRF Invesco FTSE RAFI US 1000 ETF
+0.96%
+$348,599.68 
VB Vanguard Small-Cap ETF
+0.94%
+$62,599.23 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.94%
+$6,480 
XLF Financial Select Sector SPDR Fund
+0.93%
+$3,496.68 
MCD McDonald's Corporation
+0.89%
+$37,411.53 
PG Procter & Gamble Co
+0.87%
+$3,099.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.87%
+$5,843.87 
PEP PepsiCo, Inc.
+0.82%
+$1,865.58 
VTV Vanguard Value ETF
+0.79%
+$14,950.56 
IYG iShares U.S. Financial Services ETF
+0.78%
+$1,565.1 
DWM WisdomTree International Equity Fund
+0.77%
+$3,420.19 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$49,169.51 
VOOV Vanguard S&P 500 Value ETF
+0.68%
+$3,762.5 
DTD WisdomTree U.S. Total Dividend Fund
+0.67%
+$158,720.85 
ABT Abbott Laboratories
+0.66%
+$1,002.82 
DFAI Dimensional International Core Equity Market ETF
+0.66%
+$29,753.35 
DFIC Dimensional International Core Equity Market ETF
+0.62%
+$202,988.77 
GWW W.W. Grainger, Inc.
+0.56%
+$1,688.88 
DFAS Dimensional U.S. Small Cap ETF
+0.52%
+$47,564.16 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.46%
+$2,250.69 
VOE Vanguard Mid-Cap Value ETF
+0.44%
+$20,094.37 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$59,254.13 
VYMI Vanguard International High Dividend Yield Index Fund
+0.42%
+$64,952.16 
IJH iShares Core S&P Mid-Cap ETF
+0.41%
+$6,782.78 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$7,859.88 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.3%
+$23,616.15 
IVE ISHARES S&P 500 VALUE ETF
+0.28%
+$2,103.34 
PYLD PIMCO Multisector Bond Active ETF
+0.25%
+$10,728.25 
INCM Franklin Income Focus ETF
+0.24%
+$4,725.49 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.23%
+$1,560.96 
JNK SPDR Bloomberg High Yield Bond ETF
+0.23%
+$2,493.45 
BINC iShares Flexible Income Active ETF
+0.2%
+$890.61 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.17%
+$5,824.44 
PTRB PGIM Total Return Bond ETF
+0.13%
+$5,677.37 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.12%
+$621.1 
IJR iShares Core S&P Small-Cap ETF
+0.12%
+$767.04 
JPM JPMorgan Chase & Co.
+0.11%
+$550.46 
VSDB Vanguard Short Duration Bond ETF
+0.1%
+$2,544.8 
VPLS Vanguard Core-Plus Bond ETF
+0.1%
+$209.98 
FLCB Franklin U.S. Core Bond ETF
+0.09%
+$517.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$7,096.41 
BND Vanguard Total Bond Market Index Fund
+0.09%
+$564.65 
TOTL SPDR DoubleLine Total Return Tactical ETF
+0.09%
+$3,152.91 
VTC Vanguard Total Corporate Bond Fund
+0.09%
+$359.97 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.07%
+$407.13 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.07%
+$434.61 
VGSH Vanguard Short-Term Treasury Fund
+0.07%
+$238.48 
TIP iShares TIPS Bond ETF
+0.07%
+$259.73 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.06%
+$2,063.65 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.05%
+$207.15 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$867.56 
DFNM Dimensional National Municipal Bond ETF
+0.04%
+$124.6 
XOM Exxon Mobil Corporation
-3.86%
-$27,086.75 
CVX Chevron Corporation
-3.45%
-$10,458.74 
ABBV AbbVie Inc.
-2.56%
-$8,935.2 
EPD Enterprise Products Partners L.P.
-1.64%
-$6,089.02 
IBM International Business Machines Corporation
-1.49%
-$2,741.17 
DVY iShares Select Dividend ETF
-1.12%
-$113,313.02 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$2,663.25 
DFAR Dimensional US Real Estate ETF
-0.73%
-$50,571.69 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.59%
-$1,723.26 
VNQ Vanguard Real Estate ETF
-0.53%
-$16,899.48 
XLV Health Care Select Sector SPDR Fund
-0.51%
-$1,025.7 
IJS iShares S&P Small-Cap 600 Value ETF
-0.5%
-$1,677.56 
VHT Vanguard Health Care ETF
-0.3%
-$5,638.9 
VDC VANGUARD CONSUMER STAPLES ETF
-0.22%
-$1,028.67 
LLY Eli Lilly and Company
-0.2%
-$544.66 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$167.96 
ALL Allstate Corporation
-0.01%
-$19.63 Events
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Dividends
Dividend Analysis
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| Trades 1079 | Longs Won 769/1079 71% | Profit Factor 21.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $507,381.32 |
| Average Win $154,806.86 | Best Trade (Jun 15) $10.71M | Sharpe Ratio -14.61 |
| Average Loss -$17,646.85 | Worst Trade (Mar 31) -$1.75M | Z-Score 18.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $105,260.38 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
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Returns
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Option values are updated at end of day.
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