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:
122.86%
Gain +0.21%
Monthly
1.2%
Yearly
15.44%
Drawdown
22.56%
$410.14M
Equity
Holdings
$410.14M
Investment
$304.51M
$109.64M
Profit +$320,496.85
Realized
$4.02M
Unrealized
$105.63M
Dividends
$24.06M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.21%
Profit
$320,496.85
Win %
77%
This Week
Compared To Last Week
Gain
0.08%
Profit
$320,496.85
Win %
77%
This Month
Compared to last month
Gain
-0.86%
Profit
-$3.57M
Win %
77%
This Year
Compared to last year
Gain
0.16%
Profit
$635,404.75
Win %
77%
TSLA Tesla, Inc.
+5.45%
+$16,574.4 
AVGO Broadcom Inc.
+2.83%
+$9,817.92 
CAT Caterpillar Inc.
+2.26%
+$22,334.55 
NVDA NVIDIA Corporation
+1.89%
+$32,510.52 
IJR iShares Core S&P Small-Cap ETF
+1.28%
+$7,756 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.23%
+$3,883.61 
GOOG Alphabet Inc
+1.22%
+$3,890.91 
VBK Vanguard Small-Cap Growth ETF
+1.21%
+$25,350.36 
IJK iShares S&P Mid-Cap 400 Growth ETF
+1.2%
+$7,953.98 
IJS iShares S&P Small-Cap 600 Value ETF
+1.18%
+$4,398.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.17%
+$275,094.93 
IJH iShares Core S&P Mid-Cap ETF
+1.17%
+$17,914.46 
GOOGL Alphabet Inc
+1.14%
+$5,089.7 
ILCG iShares Morningstar Growth ETF
+1.11%
+$28,606.47 
DFAS Dimensional U.S. Small Cap ETF
+1.11%
+$99,015.68 
VFMO Vanguard U.S. Momentum Factor Fund
+1.1%
+$3,252.96 
DFAE Dimensional Emerging Core Equity Market ETF
+1.07%
+$31,124.1 
QQQ Invesco QQQ Trust, Series 1
+1.04%
+$17,415.69 
VB Vanguard Small-Cap ETF
+0.99%
+$69,678.63 
VSGX Vanguard ESG International Stock ETF
+0.98%
+$3,494.96 
VUG Vanguard Growth ETF
+0.97%
+$3,138.44 
EPD Enterprise Products Partners L.P.
+0.97%
+$3,544.87 
EEM iShares MSCI Emerging Markets ETF
+0.94%
+$109,255.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.93%
+$26,677.2 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+0.9%
+$2,533.14 
AMZN Amazon.com Inc
+0.87%
+$9,982.45 
VEU Vanguard FTSE All-World ex-US ETF
+0.86%
+$127,401.69 
DFAT Dimensional US Targeted Value ETF
+0.85%
+$2,291.97 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.84%
+$67,055.52 
EFA iShares MSCI EAFE ETF
+0.78%
+$1,603.56 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.78%
+$10,339.17 
ESGV Vanguard ESG U.S. Stock ETF
+0.77%
+$4,638.76 
IEFA iShares Core MSCI EAFE ETF
+0.76%
+$2,437.12 
MS Morgan Stanley
+0.74%
+$1,983.8 
DFAI Dimensional International Core Equity Market ETF
+0.73%
+$33,731.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.72%
+$35,006.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.71%
+$2,080.86 
SCHX Schwab U.S. Large-Cap ETF
+0.7%
+$1,625.4 
DFIC Dimensional International Core Equity Market ETF
+0.7%
+$241,759.96 
DFAU Dimensional US Core Equity Market ETF
+0.68%
+$18,415.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$20,553.68 
SPY SPDR S&P 500 ETF Trust
+0.67%
+$74,851.28 
VOO Vanguard S&P 500 ETF
+0.66%
+$5,842.05 
IVV iShares Core S&P 500 ETF
+0.66%
+$2,882.19 
META Meta Platforms Inc Class A
+0.64%
+$2,164.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.64%
+$163,963.07 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.61%
+$7,047.81 
VWO Vanguard FTSE Emerging Markets ETF
+0.61%
+$2,847.24 
VYM Vanguard High Dividend Yield ETF
+0.6%
+$92,509.31 
AVUS Avantis U.S. Equity ETF
+0.6%
+$10,347.26 
VO Vanguard Mid-Cap ETF
+0.59%
+$37,103.28 
VIG Vanguard Dividend Appreciation ETF
+0.56%
+$36,846.3 
AAPL Apple Inc.
+0.5%
+$16,882.06 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.45%
+$3,298.85 
DTD WisdomTree U.S. Total Dividend Fund
+0.43%
+$96,288.4 
DFAR Dimensional US Real Estate ETF
+0.42%
+$25,763.14 
MSFT Microsoft Corp.
+0.41%
+$3,740.02 
DFNM Dimensional National Municipal Bond ETF
+0.41%
+$1,183.7 
IVE ISHARES S&P 500 VALUE ETF
+0.39%
+$2,935.8 
PRF Invesco FTSE RAFI US 1000 ETF
+0.39%
+$142,990.91 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$2,905.09 
RSP Invesco S&P 500 Equal Weight ETF
+0.37%
+$2,776.62 
ABBV AbbVie Inc.
+0.36%
+$1,384.16 
VOOV Vanguard S&P 500 Value ETF
+0.34%
+$1,887.5 
VNQ Vanguard Real Estate ETF
+0.33%
+$9,091.31 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$9,491.58 
VOE Vanguard Mid-Cap Value ETF
+0.29%
+$13,898.54 
JNK SPDR Bloomberg High Yield Bond ETF
+0.29%
+$2,121.93 
VYMI Vanguard International High Dividend Yield Index Fund
+0.29%
+$47,907.71 
DVY iShares Select Dividend ETF
+0.28%
+$19,530.79 
DWM WisdomTree International Equity Fund
+0.28%
+$1,196.2 
GWW W.W. Grainger, Inc.
+0.27%
+$754.64 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.27%
+$2,276.4 
VTV Vanguard Value ETF
+0.2%
+$8,156.28 
PLTR Palantir Technologies Inc.
+0.18%
+$767.2 
EDIV SPDR S&P Emerging Markets Dividend ETF
+0.11%
+$483.12 
VDC VANGUARD CONSUMER STAPLES ETF
+0.11%
+$480.22 
PG Procter & Gamble Co
+0.1%
+$367.65 
VHT Vanguard Health Care ETF
+0.07%
+$1,710.33 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.06%
+$2,719.79 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.06%
+$5,972.5 
VSDB Vanguard Short Duration Bond ETF
+0.05%
+$1,627.88 
BINC iShares Flexible Income Active ETF
+0.04%
+$265.52 
PYLD PIMCO Multisector Bond Active ETF
+0.04%
+$1,998.33 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$81.22 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.03%
+$465.25 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.02%
+$67 
XOM Exxon Mobil Corporation
+0.01%
+$43.36 
DJP iPath Bloomberg Commodity Index Total Return ETN
-1.25%
-$4,331.18 
IBM International Business Machines Corporation
-1.21%
-$2,261.85 
CEG Constellation Energy Corporation
-1.16%
-$2,580 
GLD SPDR Gold Shares
-0.91%
-$45,762 
JPM JPMorgan Chase & Co.
-0.65%
-$3,215.49 
JNJ Johnson & Johnson
-0.53%
-$1,270.82 
CVX Chevron Corporation
-0.32%
-$1,099.49 
BA Boeing Company
-0.3%
-$813.16 
ALL Allstate Corporation
-0.29%
-$1,307.46 
LLY Eli Lilly and Company
-0.28%
-$816 
XLF Financial Select Sector SPDR Fund
-0.22%
-$682.68 
MCD McDonald's Corporation
-0.18%
-$5,994.61 
FLCB Franklin U.S. Core Bond ETF
-0.17%
-$1,441.62 
INCM Franklin Income Focus ETF
-0.14%
-$3,513.12 
TIP iShares TIPS Bond ETF
-0.13%
-$472.63 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.12%
-$715.85 
XLE Energy Select Sector SPDR Fund
-0.1%
-$379.34 
BND Vanguard Total Bond Market Index Fund
-0.09%
-$372.75 
PTRB PGIM Total Return Bond ETF
-0.09%
-$4,860.06 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$317.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$6,288.31 
IYG iShares U.S. Financial Services ETF
-0.07%
-$133.2 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.06%
-$2,290.64 
VPLS Vanguard Core-Plus Bond ETF
-0.06%
-$120.97 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$630.1 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$107.47 
TOTL SPDR DoubleLine Total Return Tactical ETF
-0.04%
-$1,676.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.02%
-$110.17 
AXP American Express Company
-0.01%
-$14.24 Events
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Dividends
Dividend Analysis
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| Trades 1295 | Longs Won 890/1295 68% | Profit Factor 14.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $456,592.21 |
| Average Win $132,653.47 | Best Trade (Sep 04) $11.61M | Sharpe Ratio -13.8 |
| Average Loss -$20,781.76 | Worst Trade (Mar 31) -$1.75M | Z-Score 18.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 4d | Expectancy $84,667.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,294 | $1.96M | $3.42M | - | $1.46M | 74.51% | +0.496% |
| ABBV AbbVie Inc. | 1,457 | $229,587.18 | $380,102.16 | - | $150,514.98 | 65.56% | +0.365% |
| AGG iShares Core U.S. Aggregate Bond ETF | 89,833 | $8.9M | $8.48M | - | -$419,835.12 | -4.72% | -0.074% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 14,317 | $617,609.49 | $590,146.74 | - | -$27,462.75 | -4.45% | -0.121% |
| ALL Allstate Corporation | 1,981 | $401,030.46 | $443,248.75 | - | $42,218.29 | 10.53% | -0.294% |
| AMZN Amazon.com Inc | 4,643 | $827,453.74 | $1.16M | - | $335,060.6 | 40.49% | +0.866% |
| AVGO Broadcom Inc. | 1,008 | $347,909.76 | $356,207.04 | - | $8,297.28 | 2.38% | +2.834% |
| AVUS Avantis U.S. Equity ETF | 13,438 | $1.52M | $1.74M | - | $223,036.38 | 14.7% | +0.598% |
| AXP American Express Company | 712 | $229,045.44 | $215,073.84 | - | -$13,971.6 | -6.1% | -0.007% |
| BA Boeing Company | 1,402 | $293,884.24 | $268,763.4 | - | -$25,120.84 | -8.55% | -0.302% |
| BINC iShares Flexible Income Active ETF | 13,276 | $698,658.49 | $671,500.08 | - | -$27,158.41 | -3.89% | +0.04% |
| BND Vanguard Total Bond Market Index Fund | 5,735 | $421,006.35 | $401,593.37 | - | -$19,412.98 | -4.61% | -0.093% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 41,648 | $3.87M | $3.61M | - | -$259,651.75 | -6.71% | -0.063% |
| BRK-B Berkshire Hathaway Inc. | 5,859 | $1.78M | $2.94M | - | $1.16M | 65.48% | +0.324% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 93,049 | $1.81M | $1.82M | - | $4,146.97 | 0.23% | +0.026% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 224,776 | $4.41M | $4.4M | - | -$8,085.87 | -0.18% | +0.062% |
| BSCS Invesco BulletShares 2028 Corporate Bond ETF | 63,010 | $1.29M | $1.27M | - | -$16,265.05 | -1.27% | -0.05% |
| BSCT Invesco BulletShares 2029 Corporate Bond ETF | 21,160 | $393,232.84 | $385,641 | - | -$7,591.84 | -1.93% | -0.082% |
| CAT Caterpillar Inc. | 1,195 | $292,874.92 | $1.01M | - | $716,947.88 | 244.8% | +2.262% |
| CEG Constellation Energy Corporation | 860 | $273,890.59 | $220,091.2 | - | -$53,799.39 | -19.64% | -1.159% |
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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 - $3.2M, Dimensional International Core Equity Market ETF - $3.07M, WisdomTree U.S. Total Dividend Fund - $3.01M, Invesco FTSE RAFI US 1000 ETF - $2.43M, and iShares Select Dividend ETF - $1.83M. 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 - $1.37M, 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 $24.06M earned over time. The largest contributors to dividend income include Dimensional International Core Equity Market ETF - $2.38M, WisdomTree U.S. Total Dividend Fund - $2.13M, Invesco FTSE RAFI US 1000 ETF - $1.79M, Vanguard International High Dividend Yield Index Fund - $1.61M, and Dimensional Emerging Markets Core Equity 2 ETF - $1.58M. 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.
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