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
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.
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.
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:
28.27%
Gain +1.1%
Monthly
0.78%
Yearly
9.83%
Drawdown
10.31%
$352.87M
Equity
Holdings
$352.87M
Investment
$298.87M
$59.04M
Profit +$2.84M
Realized
$5.04M
Unrealized
$54M
Dividends
$18.96M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.1%
Profit
$2.84M
Win %
66%
This Week
Compared To Last Week
Gain
0.82%
Profit
$2.88M
Win %
66%
This Month
Compared to last month
Gain
1.49%
Profit
$5.19M
Win %
66%
This Year
Compared to last year
Gain
1.54%
Profit
$5.36M
Win %
67%
MSFT Microsoft Corp.
+3.02%
+$36,474.33 
CVX Chevron Corporation
+2.35%
+$6,178.84 
HONA Honeywell Aerospace Inc.
+1.18%
+$3,262.16 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$199,155.04 
TSLA Tesla, Inc.
+0.76%
+$2,520.46 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,397.67 
CAT Caterpillar Inc.
+0.7%
+$3,572.09 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$165,192.72 
ACWI iShares MSCI ACWI ETF
+0.49%
+$1,274.33 
AVGO Broadcom Inc.
+0.37%
+$780.48 
JPM JPMorgan Chase & Co.
+0.27%
+$711.58 
VT Vanguard Total World Stock ETF
+0.26%
+$43,285.75 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$5,752.2 
FLBL Franklin Senior Loan ETF
+0.09%
+$6,920.47 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$392.16 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$463.74 
XEMD BondBloxx JPM USD Emerging Markets 1-10 Year Bond ETF
+0.03%
+$3,587.53 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$5,136.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$2,924.64 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$43.86 
MEAR iShares Short Maturity Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$51,810.76 
WRB W.R. Berkley Corporation
-1.15%
-$6,774.6 
XOM Exxon Mobil Corporation
-0.97%
-$2,671.38 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$101,339.36 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$61,897.59 
HD The Home Depot, Inc.
-0.42%
-$865.98 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$74,556.72 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$76,550.28 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$38,045.41 
VB Vanguard Small-Cap ETF
-0.22%
-$30,472.6 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$1,114.1 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$409.8 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$38,028.1 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$30,836.72 
BGRN iShares USD Green Bond ETF
-0.14%
-$421.01 
IGEB iShares Investment Grade Corporate Bond ETF
-0.14%
-$24,510.24 
MUB iShares National Muni Bond ETF
-0.11%
-$2,780.64 
TIP iShares TIPS Bond ETF
-0.1%
-$13,113.98 
CEMB iShares J.P. Morgan EM Corporate Bond ETF
-0.09%
-$464.4 
DVYE iShares Emerging Markets Dividend ETF
-0.09%
-$1,490.25 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$199.64 
VO Vanguard Mid-Cap ETF
-0.05%
-$9,289.36 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$265.8 
XEL Xcel Energy Inc.
-0.04%
-$115.26 
SMLV SPDR SSGA US Small Cap Low Volatility Index ETF
-0.02%
-$2,426.07 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$506.2 Events
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Dividends
Dividend Analysis
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| Trades 353 | Longs Won 241/353 68% | Profit Factor 26.4 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $806,789.27 |
| Average Win $254,634.48 | Best Trade (Aug 13) $9.06M | Sharpe Ratio -15.07 |
| Average Loss -$20,756.8 | Worst Trade (Aug 13) -$367,100.67 | Z-Score 6.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 2d | Expectancy $167,258.21 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,113 | $445,300.46 | $652,726.83 | - | $207,426.37 | 46.58% | -7.354% |
| ACWI iShares MSCI ACWI ETF | 1,655 | $200,459.98 | $258,891.63 | - | $58,431.65 | 29.15% | +0.495% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 186,708 | $19.36M | $23.24M | - | $3.88M | 20.04% | -0.328% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 9,804 | $589,402.94 | $671,868.12 | - | $82,465.18 | 13.99% | +0.058% |
| AVGO Broadcom Inc. | 542 | $204,772 | $210,989.76 | - | $6,217.76 | 3.04% | +0.371% |
| BGRN iShares USD Green Bond ETF | 6,379 | $297,921.59 | $298,856.15 | - | $934.56 | 0.31% | -0.141% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 15,458 | $1.41M | $1.42M | - | $2,334.41 | 0.16% | +0.033% |
| BND Vanguard Total Bond Market Index Fund | 200,239 | $14.74M | $14.46M | - | -$281,465.1 | -1.91% | -0.262% |
| CAT Caterpillar Inc. | 630 | $377,012 | $513,330.3 | - | $136,318.3 | 36.16% | +0.701% |
| CEMB iShares J.P. Morgan EM Corporate Bond ETF | 11,610 | $522,861.92 | $524,888.1 | - | $2,026.18 | 0.39% | -0.088% |
| CVX Chevron Corporation | 1,367 | $214,359.52 | $269,066.61 | - | $54,707.09 | 25.52% | +2.35% |
| DVYE iShares Emerging Markets Dividend ETF | 49,675 | $1.43M | $1.7M | - | $270,729.28 | 18.92% | -0.087% |
| FLBL Franklin Senior Loan ETF | 346,058 | $8.42M | $7.98M | - | -$438,399.2 | -5.21% | +0.087% |
| HD The Home Depot, Inc. | 623 | $216,120.99 | $206,811.07 | - | -$9,309.92 | -4.31% | -0.417% |
| HONA Honeywell Aerospace Inc. | 1,348 | $298,016 | $278,685.53 | - | -$19,330.47 | -6.49% | +1.184% |
| HONIV Honeywell International Inc. | 1,348 | $301,817 | $301,817 | - | - | - | 0.0 |
| IAGG iShares International Aggregate Bond Fund | 385,459 | $19.33M | $19.18M | - | -$156,205.85 | -0.81% | -0.161% |
| IGEB iShares Investment Grade Corporate Bond ETF | 408,504 | $18.49M | $18.09M | - | -$402,106.47 | -2.17% | -0.135% |
| ISTB iShares Core 1-5 Year USD Bond ETF | 13,290 | $648,163.37 | $638,318.69 | - | -$9,844.68 | -1.52% | -0.042% |
| JHMM John Hancock Multifactor Mid Cap ETF | 50,610 | $2.87M | $3.75M | - | $878,363.51 | 30.61% | -0.014% |
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FAQ
Which stocks have generated the highest profits for Daniel Dorval?
The largest contributions to the portfolio's profits come from the following stocks: Invesco S&P MidCap Low Volatility ETF - $2.51M, iShares TIPS Bond ETF - $1.57M, iShares J.P. Morgan EM Corporate Bond ETF - $1.55M, SPDR Portfolio S&P 1500 Composite Stock Market ETF - $1.51M, and iShares Investment Grade Corporate Bond ETF - $1.49M. 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: Chevron Corporation - $23,336.18. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Dorval's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.96M earned over time. The largest contributors to dividend income include Franklin Senior Loan ETF - $1.63M, iShares Investment Grade Corporate Bond ETF - $1.48M, iShares TIPS Bond ETF - $1.41M, iShares J.P. Morgan EM Corporate Bond ETF - $1.21M, and iShares Core 1-5 Year USD Bond ETF - $1.1M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Dorval's monthly returns?
Daniel Dorval's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Daniel Dorval's strategy be considered aggressive or moderate?
Daniel Dorval's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Daniel Dorval's strategy?
Daniel Dorval's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
