Deanne Rosso Portfolio
Invests via ELEVATE WEALTH ADVISORY, INC | Managed by Deanne Rosso
Invests via ELEVATE WEALTH ADVISORY, INC
Managed by Deanne Rosso
Automatically Tracked
Deanne Rosso Profile
Senior media and technology executive focused on commercial growth, digital transformation and partnership-led expansion. Deanne Rosso is known for scaling subscription and ad-supported businesses, driving product-led go-to-market strategies, and overseeing strategic partnerships and M&A execution; experienced in building revenue teams and aligning operations with investor and board priorities. Frequently engaged with venture and private capital as a strategic operator and board advisor, with a background spanning marketing, product and corporate development and formal business education. Market-relevant strengths include revenue optimization, audience monetization, and integration of data-driven marketing into commercial models.
Senior media and technology executive focused on commercial growth, digital transformation and partnership-led expansion. Deanne Rosso is known for scaling subscription and ad-supported businesses, driving product-led go-to-market strategies, and overseeing strategic partnerships and M&A execution; experienced in building revenue teams and aligning operations with investor and board priorities. Frequently engaged with venture and private capital as a strategic operator and board advisor, with a background spanning marketing, product and corporate development and formal business education. Market-relevant strengths include revenue optimization, audience monetization, and integration of data-driven marketing into commercial models.
Investment Philosophy & Strategy
Operates with a growth‑stage, operator-investor mindset prioritizing revenue-driven value creation in media and technology businesses. Focuses on scalable subscription and ad-supported models, product-led go‑to‑market strategies, and partnership-led distribution to accelerate ARR and audience monetization. Capital allocation favors rounds that fund commercialization, product-market fit expansion, and tuck-in M&A that enhance revenue synergies. Underwrites opportunities using unit economics, LTV/CAC, churn and engagement KPIs; emphasizes fast experiments, clear milestones, board alignment and disciplined capital efficiency to de-risk scaling and execute exit or strategic sale pathways.
Operates with a growth‑stage, operator-investor mindset prioritizing revenue-driven value creation in media and technology businesses. Focuses on scalable subscription and ad-supported models, product-led go‑to‑market strategies, and partnership-led distribution to accelerate ARR and audience monetization. Capital allocation favors rounds that fund commercialization, product-market fit expansion, and tuck-in M&A that enhance revenue synergies. Underwrites opportunities using unit economics, LTV/CAC, churn and engagement KPIs; emphasizes fast experiments, clear milestones, board alignment and disciplined capital efficiency to de-risk scaling and execute exit or strategic sale pathways.
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:
41.64%
Gain -0.42%
Monthly
1.08%
Yearly
13.78%
Drawdown
12.63%
$178.22M
Equity
Holdings
$178.22M
Investment
$140.21M
$44.07M
Profit -$609,668.55
Realized
$6.06M
Unrealized
$38.01M
Dividends
$9.19M
Goals
Avg. 68% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$609,668.55
Win %
79%
This Week
Compared To Last Week
Gain
-1.04%
Profit
-$1.87M
Win %
79%
This Month
Compared to last month
Gain
-0.33%
Profit
-$591,897.48
Win %
79%
This Year
Compared to last year
Gain
1.8%
Profit
$3.14M
Win %
79%
MU Micron Technology, Inc.
+2.3%
+$6,832.77 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$5,072.61 
XLE Energy Select Sector SPDR Fund
+1.39%
+$4,292.49 
VDE Vanguard Energy ETF
+1.38%
+$183.26 
RTX RTX Corporation
+1.13%
+$7,885.83 
KEYS Keysight Technologies, Inc.
+1.12%
+$2,536.83 
VAW Vanguard Materials ETF
+0.69%
+$38.64 
VPU Vanguard Utilities ETF
+0.58%
+$2,347.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.56%
+$53,464.01 
IWM iShares Russell 2000 ETF
+0.52%
+$58.83 
AVIE Avantis Inflation Focused Equity ETF
+0.49%
+$569.41 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$390.96 
DFAT Dimensional US Targeted Value ETF
+0.46%
+$22,522.17 
DISV Dimensional International Small Cap Equity Fund
+0.45%
+$2,316.41 
DFSV Dimensional US Small Cap Value ETF
+0.39%
+$1,777.28 
MTUM iShares MSCI USA Momentum Factor ETF
+0.37%
+$70.8 
DFAS Dimensional U.S. Small Cap ETF
+0.37%
+$8,209.11 
KO The Coca-Cola Company
+0.33%
+$2,028.84 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$78.75 
AVDV Avantis International Small Cap Value ETF
+0.32%
+$26,690.3 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.31%
+$881.89 
DFAR Dimensional US Real Estate ETF
+0.3%
+$1,349.52 
DFIV Dimensional International Value ETF
+0.29%
+$43,305.46 
FNDC Schwab Fundamental International Small Company Index ETF
+0.27%
+$234.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$5,820.3 
VNQ Vanguard Real Estate ETF
+0.25%
+$11,778 
VB Vanguard Small-Cap ETF
+0.24%
+$771 
DFIS Dimensional International Small Cap ETF
+0.24%
+$821.16 
AAPL Apple Inc.
+0.22%
+$1,800.96 
DFUV Dimensional US Marketwide Value ETF
+0.21%
+$1,445.16 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.21%
+$170.56 
VTV Vanguard Value ETF
+0.2%
+$135.24 
AVLV Avantis U.S. Large Cap Value ETF
+0.19%
+$10.98 
DFLV Dimensional US Large Cap Value ETF
+0.19%
+$12,398.07 
REET iShares Global REIT ETF
+0.18%
+$149.6 
AVGE FRCL 3 2022Q3 Hb Float
+0.18%
+$20.52 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.15%
+$108.94 
DFGR Dimensional Global Real Estate ETF
+0.14%
+$198.52 
AVDE Avantis International Equity ETF
+0.13%
+$26.88 
DFIC Dimensional International Core Equity Market ETF
+0.13%
+$402.7 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.12%
+$439.8 
AVES Avantis Emerging Markets Value ETF
+0.12%
+$3.84 
IVLU iShares MSCI International Value Factor ETF
+0.11%
+$207.55 
AVUS Avantis U.S. Equity ETF
+0.09%
+$260.74 
EFV iShares MSCI EAFE Value ETF
+0.07%
+$4,428.96 
DFAI Dimensional International Core Equity Market ETF
+0.07%
+$1,240.65 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.05%
+$984.02 
DFAW Dimensional World Equity ETF
+0.04%
+$252.14 
IUSV iShares Core S&P U.S. Value ETF
+0.04%
+$390.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.03%
+$569.3 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$205.02 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$144.92 
IQLT iShares MSCI International Quality Factor ETF
+0.02%
+$4.79 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$5.06 
SO The Southern Company
+0.01%
+$148.82 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$15,816.72 
FTNT Fortinet Inc.
-3.28%
-$69,498.64 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$2.2 
AMZN Amazon.com Inc
-0.94%
-$3,990.34 
CARR Carrier Global Corporation
-0.9%
-$1,815.45 
IYT iShares U.S. Transportation ETF
-0.79%
-$0.7 
QUAL iShares MSCI USA Quality Factor ETF
-0.59%
-$3,753.31 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$2,624.5 
VHT Vanguard Health Care ETF
-0.48%
-$80.56 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.44%
-$204.07 
VUG Vanguard Growth ETF
-0.43%
-$954.72 
IYW iShares U.S. Technology ETF
-0.42%
-$594.05 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$118.68 
DGCB Dimensional Global Credit Fund
-0.38%
-$225.43 
VGT Vanguard Information Technology ETF
-0.35%
-$1,393.63 
DFGP Dimensional Global Core Fixed Income Fund
-0.34%
-$107.06 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$2,766.23 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$2,736 
MSFT Microsoft Corp.
-0.3%
-$3,482.46 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$17.76 
MUB iShares National Muni Bond ETF
-0.28%
-$1,218.3 
DFCF Dimensional Core Fixed Income ETF
-0.26%
-$1,615.68 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.25%
-$83 
ESGU iShares ESG Aware MSCI USA ETF
-0.25%
-$46.2 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$4,132.56 
AVEM Avantis Emerging Markets Equity ETF
-0.22%
-$1,051.68 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$86.52 
DFSU Dimensional US Sustainability Core 1 ETF
-0.21%
-$35.38 
DGRO iShares Core Dividend Growth ETF
-0.21%
-$195.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.21%
-$456.64 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.21%
-$45 
DUHP Dimensional US High Profitability ETF
-0.21%
-$1,470.69 
IVV iShares Core S&P 500 ETF
-0.18%
-$244.53 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$21,844.5 
DFUS Dimensional U.S. Equity Market ETF
-0.17%
-$7,038.6 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.16%
-$287.2 
TIP iShares TIPS Bond ETF
-0.16%
-$83.98 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.16%
-$571.78 
DFAE Dimensional Emerging Core Equity Market ETF
-0.15%
-$597 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$28,755.22 
AOA iShares Core Aggressive Allocation ETF
-0.15%
-$251.25 
VONE Vanguard Russell 1000 ETF
-0.14%
-$4.08 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$569 
GOOGL Alphabet Inc
-0.13%
-$420.44 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$108.12 
DFNM Dimensional National Municipal Bond ETF
-0.12%
-$2,181.3 
DFIP Dimensional Inflation-Protected Securities ETF
-0.12%
-$120.1 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$8,611.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$518.38 
GOOG Alphabet Inc
-0.12%
-$186.4 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$25.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$76.7 
DFVX Dimensional US Large Cap Vector ETF
-0.09%
-$5.46 
VT Vanguard Total World Stock ETF
-0.09%
-$252.42 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.08%
-$950.4 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$9,849.3 
JPM JPMorgan Chase & Co.
-0.07%
-$257.3 
DFAU Dimensional US Core Equity Market ETF
-0.07%
-$2,096.72 
DFEV Dimensional Emerging Markets Value ETF
-0.07%
-$108.54 
NVDA NVIDIA Corporation
-0.06%
-$568.4 
SOXX iShares Semiconductor ETF
-0.06%
-$231.37 
IWD iShares Russell 1000 Value ETF
-0.05%
-$602.16 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$232.25 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$126.28 
DCOR Dimensional US Core Equity 1 ETF
-0.02%
-$134.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.02%
-$50.86 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$320.54 
DIHP Dimensional International High Profitability Portfolio
-0.01%
-$54.12 Events
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Dividends
Dividend Analysis
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| Trades 931 | Longs Won 756/931 81% | Profit Factor 37.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $262,255.82 |
| Average Win $59,883.81 | Best Trade (Aug 15) $5.19M | Sharpe Ratio -11.84 |
| Average Loss -$6,860.68 | Worst Trade (Sep 14) -$304,050.3 | Z-Score 23.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $47,337.86 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,688 | $634,669.95 | $822,339.84 | - | $187,669.89 | 29.57% | +0.219% |
| AGG iShares Core U.S. Aggregate Bond ETF | 412 | $40,813.11 | $40,161.76 | - | -$651.35 | -1.6% | -0.215% |
| AMZN Amazon.com Inc | 1,609 | $332,565.32 | $422,603.83 | - | $90,038.51 | 27.07% | -0.935% |
| AOA iShares Core Aggressive Allocation ETF | 1,675 | $142,547.7 | $167,064.5 | - | $24,516.8 | 17.2% | -0.15% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 5,198 | $277,469.95 | $365,367.42 | - | $87,897.47 | 31.68% | -0.156% |
| AVDE Avantis International Equity ETF | 224 | $13,704.39 | $21,120.96 | - | $7,416.57 | 54.12% | +0.127% |
| AVDV Avantis International Small Cap Value ETF | 76,258 | $5.33M | $8.45M | - | $3.12M | 58.63% | +0.317% |
| AVEM Avantis Emerging Markets Equity ETF | 5,008 | $464,361.96 | $469,049.28 | - | $4,687.32 | 1.01% | -0.224% |
| AVES Avantis Emerging Markets Value ETF | 48 | $2,249.73 | $3,147.36 | - | $897.63 | 39.9% | +0.122% |
| AVGE FRCL 3 2022Q3 Hb Float | 114 | $9,463.1 | $11,681.58 | - | $2,218.48 | 23.44% | +0.176% |
| AVGO Broadcom Inc. | 637 | $240,633 | $250,334.62 | - | $9,701.62 | 4.03% | -5.943% |
| AVIE Avantis Inflation Focused Equity ETF | 1,479 | $89,190.9 | $117,574.58 | - | $28,383.68 | 31.82% | +0.487% |
| AVLV Avantis U.S. Large Cap Value ETF | 61 | $3,523.13 | $5,795.61 | - | $2,272.48 | 64.5% | +0.19% |
| AVUS Avantis U.S. Equity ETF | 2,173 | $204,213.26 | $287,857.31 | - | $83,644.05 | 40.96% | +0.091% |
| AVUV Avantis U.S. Small Cap Value ETF | 74,255 | $7.12M | $9.56M | - | $2.44M | 34.2% | +0.562% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,854 | $223,479.84 | $215,762.4 | - | -$7,717.44 | -3.45% | -0.211% |
| BRK-B Berkshire Hathaway Inc. | 905 | $480,315.07 | $456,147.15 | - | -$24,167.92 | -5.03% | -0.572% |
| BSV Vanguard Short-Term Bond ETF | 164,155 | $12.7M | $12.74M | - | $47,198.67 | 0.37% | -0.077% |
| CARR Carrier Global Corporation | 3,185 | $233,620 | $199,954.3 | - | -$33,665.7 | -14.41% | -0.9% |
| DCOR Dimensional US Core Equity 1 ETF | 6,714 | $513,116.83 | $575,322.66 | - | $62,205.83 | 12.12% | -0.023% |
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FAQ
Which stocks have generated the highest profits for Deanne Rosso?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Intermediate-Term Treasury Fund - $1.17M, Dimensional International Value ETF - $1.07M, Vanguard Short-Term Bond ETF - $917,753.24, iShares 0-5 Year TIPS Bond ETF - $809,869.53, and iShares MSCI EAFE Value ETF - $755,394.46. 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: Carrier Global Corporation - $74,473.54, Exxon Mobil Corporation - $56,106.92, and Aflac Inc - $15,035.78. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Deanne Rosso's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.19M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.16M, Vanguard Short-Term Bond ETF - $898,052.25, Dimensional International Value ETF - $779,343.63, iShares 0-5 Year TIPS Bond ETF - $770,492.99, and iShares MSCI EAFE Value ETF - $589,944.52. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Deanne Rosso's monthly returns?
Deanne Rosso'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 Deanne Rosso's strategy be considered aggressive or moderate?
Deanne Rosso'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 Deanne Rosso's strategy?
Deanne Rosso'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.
