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:
28.61%
Gain 0%
Monthly
0.86%
Yearly
10.79%
Drawdown
10.73%
$158.82M
Equity
Holdings
$158.82M
Investment
$123.65M
$40.19M
Profit -$6,036.11
Realized
$5.02M
Unrealized
$35.18M
Dividends
$7.61M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.002%
Profit
-$6,036.11
Win %
88%
This Week
Compared To Last Week
Gain
-0.004%
Profit
-$6,036.11
Win %
88%
This Month
Compared to last month
Gain
-0.14%
Profit
-$229,320.7
Win %
88%
This Year
Compared to last year
Gain
8.58%
Profit
$12.55M
Win %
88%
JPM JPMorgan Chase & Co.
+2.31%
+$6,752.82 
VAW Vanguard Materials ETF
+1.79%
+$99.36 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$323.4 
WFC Wells Fargo & Company
+1.63%
+$10,418.5 
SOXX iShares Semiconductor ETF
+1.59%
+$6,729.04 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+1.25%
+$4,000 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$4,951.35 
VPU Vanguard Utilities ETF
+1.15%
+$5,251.62 
DFAS Dimensional U.S. Small Cap ETF
+1.02%
+$22,197.24 
IWD iShares Russell 1000 Value ETF
+0.98%
+$11,435.1 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$986.71 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$70,984.08 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$47,369.52 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.95%
+$746.2 
DFAR Dimensional US Real Estate ETF
+0.95%
+$4,374.75 
VTV Vanguard Value ETF
+0.94%
+$590.94 
VNQ Vanguard Real Estate ETF
+0.92%
+$36,769.5 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$2,221.8 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$5,102.37 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$16,934.55 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$61,225.02 
IWM iShares Russell 2000 ETF
+0.87%
+$93.98 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$38,010.72 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$3,887.46 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$7,615.98 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$68.77 
SO The Southern Company
+0.78%
+$11,920.9 
VDE Vanguard Energy ETF
+0.77%
+$95.48 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$8,150.52 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$232.2 
REET iShares Global REIT ETF
+0.76%
+$628.32 
XLE Energy Select Sector SPDR Fund
+0.75%
+$2,171.5 
AVLV Avantis U.S. Large Cap Value ETF
+0.71%
+$39.65 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$291.6 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$4,674.46 
VB Vanguard Small-Cap ETF
+0.7%
+$2,204.19 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$426.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$6,723.61 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$70.85 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$84.56 
AVUS Avantis U.S. Equity ETF
+0.65%
+$1,707.24 
AVIE Avantis Inflation Focused Equity ETF
+0.63%
+$773.85 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$42,519.5 
IYW iShares U.S. Technology ETF
+0.61%
+$806.59 
DCOR Dimensional US Core Equity 1 ETF
+0.6%
+$767.34 
AVDE Avantis International Equity ETF
+0.59%
+$118.72 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,367.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$99,847.85 
DFVX Dimensional US Large Cap Vector ETF
+0.58%
+$33.73 
VGT Vanguard Information Technology ETF
+0.58%
+$761.12 
DFIV Dimensional International Value ETF
+0.58%
+$73,251.84 
DFAW Dimensional World Equity ETF
+0.57%
+$2,868.88 
DFAU Dimensional US Core Equity Market ETF
+0.57%
+$15,144.76 
DFIS Dimensional International Small Cap ETF
+0.57%
+$1,920.45 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$5,298.32 
IVLU iShares MSCI International Value Factor ETF
+0.56%
+$996.24 
IVV iShares Core S&P 500 ETF
+0.55%
+$699.39 
VOO Vanguard S&P 500 ETF
+0.55%
+$26.04 
GOOGL Alphabet Inc
+0.53%
+$4,198.18 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$17,403.31 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$123.76 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$80.88 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.5%
+$9,274.98 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$378.42 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$28,723.82 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$137.28 
DFAE Dimensional Emerging Core Equity Market ETF
+0.48%
+$1,890.5 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.47%
+$384 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,922.97 
GOOG Alphabet Inc
+0.45%
+$347.2 
VT Vanguard Total World Stock ETF
+0.44%
+$1,011.83 
DFAI Dimensional International Core Equity Market ETF
+0.43%
+$7,699.14 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$7,692.89 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$652.5 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$999.69 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$24,330.89 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$23.2 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$7,365.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$2,290.92 
AOA iShares Core Aggressive Allocation ETF
+0.39%
+$454.48 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$153.45 
DUHP Dimensional US High Profitability ETF
+0.37%
+$1,799.84 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$284.58 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$12.6 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$945.54 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$54 
VUG Vanguard Growth ETF
+0.18%
+$367.2 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$457.02 
NVDA NVIDIA Corporation
+0.16%
+$954.88 
MSFT Microsoft Corp.
+0.1%
+$782 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$9.58 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$1.92 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$136.83 
TIP iShares TIPS Bond ETF
+0.01%
+$4.94 
BSV Vanguard Short-Term Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$10,026 
AMZN Amazon.com Inc
-1.23%
-$3,261.92 
ITA iShares U.S. Aerospace & Defense ETF
-0.95%
-$3,233.25 
META Meta Platforms Inc Class A
-0.26%
-$1,083.15 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$404.56 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$274.8 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$451.35 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$37.32 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$13,411.79 
VHT Vanguard Health Care ETF
-0.12%
-$18.02 
DFGP Dimensional Global Core Fixed Income Fund
-0.1%
-$32.17 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$593.24 
DGCB Dimensional Global Credit Fund
-0.09%
-$55.58 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$714 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.08%
-$36.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$7.5 
VTC Vanguard Total Corporate Bond Fund
-0.07%
-$9.31 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$732.48 
ISTB iShares Core 1-5 Year USD Bond ETF
-0.04%
-$122.08 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$92.96 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.04%
-$882.32 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$21.62 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$163.96 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$1,569.14 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$15.34 
MUB iShares National Muni Bond ETF
-0.01%
-$61 Events
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Dividends
Dividend Analysis
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| Trades 763 | Longs Won 650/763 85% | Profit Factor 99.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $266,820.37 |
| Average Win $62,463.69 | Best Trade (Jun 09) $4.63M | Sharpe Ratio -10.5 |
| Average Loss -$3,609.22 | Worst Trade (Jun 09) -$114,631.02 | Z-Score 36.22 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $52,678.32 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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