Daniel Dorval Portfolio

Invests via DORVAL Corp | Managed by Daniel J. Dorval, John T. Chorne, Leah I. Woodly, Julia S. Jerome

Invests via DORVAL Corp

Managed by Daniel J. Dorval, John T. Chorne, Leah I. Woodly, Julia S. Jerome

Automatically Tracked

Tracking: 0 Updated: Jul 16 at 04:45 PM

Daniel Dorval Profile

Seasoned operating executive and investor focused on growth-stage companies and strategic transactions, with a market-oriented lens on value creation and exit readiness. Daniel Dorval has led cross-border M&A, capital raises and operational turnarounds and brings experience across corporate strategy, product and finance roles. Regularly advises founders, boards and family offices on fundraising, portfolio optimization and go-to-market scaling; often engages as an active board member or interim executive to drive KPI improvement.

Investment Philosophy & Strategy

Operates a growth-stage, value-oriented investment approach emphasizing operational leverage, exit-readiness and cross-border arbitrage. Prioritizes companies with clear unit economics, scalable go-to-market and achievable KPI inflection points; deploys capital alongside board-level engagement and interim operating roles to de-risk execution. Favors strategic transactions, follow-on rounds and structured minority or control positions that enable governance influence. Time horizon centers on 3–7 year value creation with staged capital deployment, strict milestone gating and downside protection through operational improvement.

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:

2.43%

Gain

Monthly

0.08%

Yearly

0.95%

Drawdown

18.39%

$339.13M

Equity

Holdings

$339.13M

Investment

$290.74M

$53.45M

Profit +$384,608

Realized

$5.05M

Unrealized

$48.4M

Dividends

$18.47M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

Profit

$384,608

Win %

73%

This Week

Compared To Last Week

Gain

-0.06%

Profit

-$189,398.12

Win %

73%

This Month

Compared to last month

Gain

0.01%

Profit

$24,595.31

Win %

73%

This Year

Compared to last year

Gain

5.22%

Profit

$16.83M

Win %

73%

Gainers
Losers

SMLV SPDR SSGA US Small Cap Low Volatility Index ETF

+2.02%

+$254,380.14

XMLV Invesco S&P MidCap Low Volatility ETF

+1.89%

+$333,288.26

HD The Home Depot, Inc.

+1.78%

+$4,401.91

LGLV SPDR SSGA US Large Cap Low Volatility Index ETF

+1.76%

+$405,745.76

MSFT Microsoft Corp.

+1.59%

+$16,044.45

CVX Chevron Corporation

+1.26%

+$3,107.64

XOM Exxon Mobil Corporation

+1.02%

+$2,567.8

AAPL Apple Inc.

+0.9%

+$5,095.27

XEL Xcel Energy Inc.

+0.84%

+$2,574.14

ACWV iShares MSCI Global Minimum Volatility ETF

+0.63%

+$137,166.32

HON Honeywell International Inc.

+0.19%

+$579.86

XMHQ Invesco S&P MidCap Quality ETF

+0.18%

+$3,184.6

VB Vanguard Small-Cap ETF

+0.15%

+$20,449.8

JHMM John Hancock Multifactor Mid Cap ETF

+0.12%

+$4,042.86

FLBL Franklin Senior Loan ETF

+0.07%

+$5,073.42

USFR WisdomTree Floating Rate Treasury Fund

+0.01%

+$21.86

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

+0.01%

+$72.37

VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund

+0.01%

+$98.45

SGOV iShares 0-3 Month Treasury Bond ETF

+$14.34

CAT Caterpillar Inc.

-3.77%

-$17,247.51

TSLA Tesla, Inc.

-1.57%

-$5,963.7

VWO Vanguard FTSE Emerging Markets ETF

-1.19%

-$246,147.93

SPDW SPDR Portfolio Developed World ex-US ETF

-1.06%

-$147,504.83

WRB W.R. Berkley Corporation

-0.98%

-$5,524.52

ACWI iShares MSCI ACWI ETF

-0.68%

-$1,775.4

DVYE iShares Emerging Markets Dividend ETF

-0.66%

-$10,928.5

VT Vanguard Total World Stock ETF

-0.61%

-$100,632.96

SCZ iShares MSCI EAFE Small-Cap ETF

-0.47%

-$51,151.71

AOR iShares Core 60/40 Balanced Allocation ETF

-0.43%

-$1,793.31

SPY SPDR S&P 500 ETF Trust

-0.38%

-$1,272.32

SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF

-0.28%

-$76,034.92

IAGG iShares International Aggregate Bond Fund

-0.19%

-$35,942.58

TFI SPDR Nuveen Bloomberg Municipal Bond ETF

-0.18%

-$907.36

VO Vanguard Mid-Cap ETF

-0.17%

-$31,046.76

MUB iShares National Muni Bond ETF

-0.15%

-$3,420.16

BGRN iShares USD Green Bond ETF

-0.15%

-$446.46

CEMB iShares J.P. Morgan EM Corporate Bond ETF

-0.12%

-$718.9

VGIT Vanguard Intermediate-Term Treasury Fund

-0.12%

-$25,839.59

TIP iShares TIPS Bond ETF

-0.1%

-$12,177.69

IGEB iShares Investment Grade Corporate Bond ETF

-0.09%

-$15,966.36

BND Vanguard Total Bond Market Index Fund

-0.08%

-$11,806.34

SUSB iShares ESG Aware 1-5 Year USD Bond ETF

-0.08%

-$199.58

XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF

-0.08%

-$11,057.62

MEAR iShares Short Maturity Bond ETF

-0.04%

-$414.46

ISTB iShares Core 1-5 Year USD Bond ETF

-0.03%

-$197.81

Events

Dividends

Dividend Analysis

No Data

Trades 307	Longs Won 226/307 73%	Profit Factor 24.89
Profitability	Shorts Won 0/0 0%	Standard Deviation $792,063.65
Average Win $246,396.81	Best Trade (Jul 16) $8.42M	Sharpe Ratio -16.26
Average Loss -$27,619.47	Worst Trade (Jul 10) -$418,387.37	Z-Score 8.28 (100%)
Commissions $0	Avg. Trade Length 1y 3m 2d	Expectancy $174,099.35

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	12,346	11,111	9,877	8,642	7,407	6,173	4,938	3,704	2,469	1,235