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:
39.55%
Gain +0.65%
Monthly
1.08%
Yearly
13.8%
Drawdown
12.66%
$171.26M
Equity
Holdings
$171.26M
Investment
$134.48M
$42.05M
Profit +$910,599.43
Realized
$5.27M
Unrealized
$36.78M
Dividends
$8.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.65%
Profit
$910,599.43
Win %
84%
This Week
Compared To Last Week
Gain
0.59%
Profit
$1.01M
Win %
84%
This Month
Compared to last month
Gain
0.76%
Profit
$1.29M
Win %
84%
This Year
Compared to last year
Gain
8.11%
Profit
$12.84M
Win %
84%
SOXX iShares Semiconductor ETF
+5.27%
+$19,969.26 
MTUM iShares MSCI USA Momentum Factor ETF
+3.77%
+$684.6 
IEMG iShares Core MSCI Emerging Markets ETF
+2.75%
+$190,028.12 
AVEM Avantis Emerging Markets Equity ETF
+2.73%
+$2,693.11 
DFAE Dimensional Emerging Core Equity Market ETF
+2.69%
+$9,999.75 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.58%
+$1,409.85 
DFEV Dimensional Emerging Markets Value ETF
+2.39%
+$3,443.75 
AVES Avantis Emerging Markets Value ETF
+2.36%
+$70.56 
VGT Vanguard Information Technology ETF
+2.31%
+$7,287.4 
AVDV Avantis International Small Cap Value ETF
+2.11%
+$155,671.82 
IVLU iShares MSCI International Value Factor ETF
+1.88%
+$3,258.53 
IYW iShares U.S. Technology ETF
+1.84%
+$2,411.62 
QQQ Invesco QQQ Trust, Series 1
+1.84%
+$7,277.51 
XOM Exxon Mobil Corporation
+1.73%
+$3,744.49 
VWO Vanguard FTSE Emerging Markets ETF
+1.68%
+$503.1 
JPM JPMorgan Chase & Co.
+1.67%
+$5,358.16 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.62%
+$27,305.5 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+1.61%
+$28,487.86 
WFC Wells Fargo & Company
+1.57%
+$10,579.84 
IWF iShares Russell 1000 Growth ETF
+1.55%
+$89.04 
AVDE Avantis International Equity ETF
+1.51%
+$300.16 
EFV iShares MSCI EAFE Value ETF
+1.34%
+$76,383.23 
DFAI Dimensional International Core Equity Market ETF
+1.33%
+$22,585.35 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+1.32%
+$77,293.71 
DFIS Dimensional International Small Cap ETF
+1.31%
+$4,148.74 
NVDA NVIDIA Corporation
+1.29%
+$8,713.52 
FNDC Schwab Fundamental International Small Company Index ETF
+1.29%
+$1,036.88 
DFIC Dimensional International Core Equity Market ETF
+1.28%
+$3,566.3 
DFIV Dimensional International Value ETF
+1.26%
+$169,276.29 
VT Vanguard Total World Stock ETF
+1.21%
+$3,337.95 
IWM iShares Russell 2000 ETF
+1.17%
+$126.54 
VAW Vanguard Materials ETF
+1.17%
+$62.04 
AVGE FRCL 3 2022Q3 Hb Float
+1.13%
+$122.1 
IQLT iShares MSCI International Quality Factor ETF
+1.13%
+$265.85 
SCZ iShares MSCI EAFE Small-Cap ETF
+1.11%
+$878.4 
DIHP Dimensional International High Profitability Portfolio
+1.08%
+$3,409.1 
DISV Dimensional International Small Cap Equity Fund
+1.01%
+$5,217.38 
RTX RTX Corporation
+1.01%
+$6,142.64 
AVUS Avantis U.S. Equity ETF
+1.01%
+$2,654.55 
DFAW Dimensional World Equity ETF
+0.99%
+$6,240.24 
VUG Vanguard Growth ETF
+0.98%
+$2,057.05 
DFUV Dimensional US Marketwide Value ETF
+0.94%
+$6,131.22 
IJH iShares Core S&P Mid-Cap ETF
+0.92%
+$217.35 
AVLV Avantis U.S. Large Cap Value ETF
+0.92%
+$51.24 
DFUS Dimensional U.S. Equity Market ETF
+0.91%
+$36,937.43 
AOA iShares Core Aggressive Allocation ETF
+0.9%
+$1,435.9 
IJR iShares Core S&P Small-Cap ETF
+0.88%
+$695.04 
ITA iShares U.S. Aerospace & Defense ETF
+0.88%
+$2,895.55 
AVUV Avantis U.S. Small Cap Value ETF
+0.87%
+$75,398.39 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.87%
+$3,667.2 
IVV iShares Core S&P 500 ETF
+0.87%
+$1,112.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.87%
+$154,197.6 
DFLV Dimensional US Large Cap Value ETF
+0.87%
+$48,870.63 
SCHB Schwab U.S. Broad Market ETF
+0.85%
+$662.24 
VB Vanguard Small-Cap ETF
+0.85%
+$2,570 
ESGU iShares ESG Aware MSCI USA ETF
+0.84%
+$240.24 
DFAU Dimensional US Core Equity Market ETF
+0.84%
+$22,455.89 
IWV ISHARES RUSSELL 3000 ETF
+0.82%
+$193.76 
AAPL Apple Inc.
+0.82%
+$6,763.11 
DFAS Dimensional U.S. Small Cap ETF
+0.81%
+$18,154.63 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.79%
+$8,495.55 
DCOR Dimensional US Core Equity 1 ETF
+0.79%
+$2,163.95 
DUHP Dimensional US High Profitability ETF
+0.79%
+$4,631.25 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.73%
+$586.3 
DFSV Dimensional US Small Cap Value ETF
+0.73%
+$3,162.36 
VTV Vanguard Value ETF
+0.73%
+$464.26 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.71%
+$1,767.12 
VDE Vanguard Energy ETF
+0.68%
+$85.86 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.65%
+$2,320.23 
VYM Vanguard High Dividend Yield ETF
+0.62%
+$5,598.03 
DFAT Dimensional US Targeted Value ETF
+0.6%
+$29,600.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.58%
+$3,722.5 
DFVX Dimensional US Large Cap Vector ETF
+0.53%
+$30.21 
XLE Energy Select Sector SPDR Fund
+0.51%
+$1,489.75 
DFSU Dimensional US Sustainability Core 1 ETF
+0.45%
+$70.77 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.44%
+$1,375 
IUSV iShares Core S&P U.S. Value ETF
+0.4%
+$4,388.4 
IYT iShares U.S. Transportation ETF
+0.35%
+$0.31 
REET iShares Global REIT ETF
+0.35%
+$299.2 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.33%
+$68.4 
DFGR Dimensional Global Real Estate ETF
+0.32%
+$450.96 
VHT Vanguard Health Care ETF
+0.31%
+$49.29 
AVIE Avantis Inflation Focused Equity ETF
+0.3%
+$336.03 
DFAR Dimensional US Real Estate ETF
+0.2%
+$946 
IWD iShares Russell 1000 Value ETF
+0.19%
+$2,261.76 
DGRO iShares Core Dividend Growth ETF
+0.19%
+$119.31 
META Meta Platforms Inc Class A
+0.16%
+$799.76 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.13%
+$373.44 
VNQ Vanguard Real Estate ETF
+0.11%
+$4,631.44 
SCHD Schwab U.S. Dividend Equity ETF
+0.08%
+$1,707.59 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$31.69 
ICSH iShares Short Treasury Bond ETF
0%
+$8.66 
DGCB Dimensional Global Credit Fund
-1.35%
-$814.68 
DFSB Dimensional Global Sustainability Fixed Income ETF
-1.32%
-$616.85 
DFIP Dimensional Inflation-Protected Securities ETF
-1.16%
-$1,140.95 
MSFT Microsoft Corp.
-1.11%
-$9,143.68 
DFGP Dimensional Global Core Fixed Income Fund
-1.04%
-$328.54 
AMZN Amazon.com Inc
-1%
-$3,265 
SO The Southern Company
-0.98%
-$13,862.58 
FTNT Fortinet Inc.
-0.89%
-$18,033.73 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.77%
-$8,561.08 
GOOG Alphabet Inc
-0.73%
-$614.23 
VDC VANGUARD CONSUMER STAPLES ETF
-0.73%
-$93.24 
GOOGL Alphabet Inc
-0.71%
-$5,654.79 
DFCF Dimensional Core Fixed Income ETF
-0.56%
-$3,401.38 
DFNM Dimensional National Municipal Bond ETF
-0.35%
-$6,174.35 
BRK-B Berkshire Hathaway Inc.
-0.23%
-$1,546.87 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$413.83 
VTC Vanguard Total Corporate Bond Fund
-0.19%
-$26.81 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.19%
-$19.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.18%
-$57.05 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.18%
-$21,199.6 
VPU Vanguard Utilities ETF
-0.13%
-$545.96 
KO The Coca-Cola Company
-0.12%
-$709.4 
MUB iShares National Muni Bond ETF
-0.12%
-$591.87 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$991.43 
TIP iShares TIPS Bond ETF
-0.1%
-$54.39 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.09%
-$69.03 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$10,293.59 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.07%
-$215.91 
NEAR iShares Short Maturity Bond ETF
-0.06%
-$405.57 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.03%
-$709.81 
STIP iShares 0-5 Year TIPS Bond ETF
-0.03%
-$2,506.05 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$96.06 
USMV iShares MSCI USA Min Vol Factor ETF
-0.02%
-$275.71 Events
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Dividends
Dividend Analysis
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| Trades 845 | Longs Won 700/845 82% | Profit Factor 78.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $257,271.32 |
| Average Win $60,847.97 | Best Trade (Jul 21) $4.69M | Sharpe Ratio -11.37 |
| Average Loss -$3,750.33 | Worst Trade (Jul 23) -$150,500.3 | Z-Score 28.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $49,763.06 |
| 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 | 45,455 | 40,909 | 36,364 | 31,818 | 27,273 | 22,727 | 18,182 | 13,636 | 9,091 | 4,545 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $1.08M, Dimensional International Value ETF - $1.07M, Vanguard Short-Term Bond ETF - $828,182.68, iShares MSCI EAFE Value ETF - $755,394.46, and iShares 0-5 Year TIPS Bond ETF - $735,315.94. 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 - $34,200.44 and Exxon Mobil Corporation - $8,171.96. 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 $8.8M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Treasury Fund - $1.07M, Vanguard Short-Term Bond ETF - $808,481.69, Dimensional International Value ETF - $779,343.63, iShares 0-5 Year TIPS Bond ETF - $695,939.4, 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.
