David B. Short Portfolio
Invests via Investments & Financial Planning LLC | Managed by David B. Short, J. Eric Mullins
Invests via Investments & Financial Planning LLC
Managed by David B. Short, J. Eric Mullins
Automatically Tracked
David B. Short Profile
David B. Short is a seasoned executive known for his pivotal role in corporate strategy and operational leadership within the technology sector. His extensive background encompasses driving growth initiatives at various firms, where he successfully managed cross-functional teams to achieve significant market expansion. With expertise spanning both public corporations and private ventures, he adeptly navigates complex business landscapes to enhance competitive positioning. His engagement with transformative projects reflects a deep understanding of industry dynamics and the strategic imperatives shaping future investments.
David B. Short is a seasoned executive known for his pivotal role in corporate strategy and operational leadership within the technology sector. His extensive background encompasses driving growth initiatives at various firms, where he successfully managed cross-functional teams to achieve significant market expansion. With expertise spanning both public corporations and private ventures, he adeptly navigates complex business landscapes to enhance competitive positioning. His engagement with transformative projects reflects a deep understanding of industry dynamics and the strategic imperatives shaping future investments.
Investment Philosophy & Strategy
Growth-oriented sectors are David B. Short's focus, leveraging his robust operational acumen to identify high-potential technology investments. Drawing on years of leadership experience, he emphasizes innovation and market adaptability in shaping investment strategies that align with evolving consumer needs. His track record in driving transformative initiatives allows him to discern unique opportunities where operational excellence intersects with strategic foresight. With a proactive stance towards capturing value in dynamic markets, he positions capital for significant growth while cultivating competitive advantages through agile decision-making.
Growth-oriented sectors are David B. Short's focus, leveraging his robust operational acumen to identify high-potential technology investments. Drawing on years of leadership experience, he emphasizes innovation and market adaptability in shaping investment strategies that align with evolving consumer needs. His track record in driving transformative initiatives allows him to discern unique opportunities where operational excellence intersects with strategic foresight. With a proactive stance towards capturing value in dynamic markets, he positions capital for significant growth while cultivating competitive advantages through agile decision-making.
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:
85.09%
Gain +0.32%
Monthly
0.82%
Yearly
10.33%
Drawdown
25.03%
$208.14M
Equity
Holdings
$208.14M
Investment
$148.05M
$59.01M
Profit +$463,593.49
Realized
-$1.08M
Unrealized
$60.09M
Dividends
$9.73M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.32%
Profit
$463,593.49
Win %
69%
This Week
Compared To Last Week
Gain
-1.48%
Profit
-$3.13M
Win %
69%
This Month
Compared to last month
Gain
0.37%
Profit
$772,690.09
Win %
69%
This Year
Compared to last year
Gain
-1.33%
Profit
-$2.81M
Win %
69%
CASY Casey's General Stores Inc.
+2.74%
+$4,584.96 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.28%
+$5,483.2 
BA Boeing Company
+1.22%
+$2,376 
SYBT Stock Yards Bancorp Inc.
+1.04%
+$5,287.18 
VB Vanguard Small-Cap ETF
+0.87%
+$370,086.75 
MUB iShares National Muni Bond ETF
+0.84%
+$8,195.7 
VTV Vanguard Value ETF
+0.82%
+$8,405.64 
MSFT Microsoft Corp.
+0.74%
+$7,722.25 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.73%
+$2,540.45 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$4,379.15 
VOE Vanguard Mid-Cap Value ETF
+0.67%
+$3,650.01 
SCHV Schwab U.S. Large-Cap Value ETF
+0.66%
+$4,443.3 
GOOGL Alphabet Inc
+0.61%
+$1,206.27 
IJH iShares Core S&P Mid-Cap ETF
+0.57%
+$169,581.04 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.57%
+$22,191.71 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.54%
+$1,690.5 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.51%
+$2,123.5 
VO Vanguard Mid-Cap ETF
+0.45%
+$84,525.01 
CGGR Capital Group Growth ETF
+0.34%
+$41,868.8 
AAPL Apple Inc.
+0.32%
+$2,644.42 
BNDX Vanguard Total International Bond ETF
+0.31%
+$2,023.47 
JNK SPDR Bloomberg High Yield Bond ETF
+0.28%
+$589.3 
SUB iShares Short-Term National Muni Bond ETF
+0.24%
+$1,147.24 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.21%
+$6,277.08 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.19%
+$18,766.85 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.11%
+$452.7 
URTH iShares MSCI World ETF
+0.1%
+$12,041.61 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.09%
+$257.73 
VT Vanguard Total World Stock ETF
+0.06%
+$4,793.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.03%
+$284.46 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NVDA NVIDIA Corporation
-2.12%
-$116,412.88 
TSLA Tesla, Inc.
-1.21%
-$25,071.3 
ASML ASML Holding N.V. New York Registry Shares
-0.7%
-$1,478.28 
VUG Vanguard Growth ETF
-0.57%
-$10,932.26 
SPEM SPDR Portfolio Emerging Markets ETF
-0.43%
-$868.78 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.42%
-$1,994.85 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.39%
-$177,139.68 
AMZN Amazon.com Inc
-0.31%
-$1,611.61 
MU Micron Technology, Inc.
-0.21%
-$516.04 Events
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Dividends
Dividend Analysis
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| Trades 579 | Longs Won 309/579 53% | Profit Factor 12.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $753,680.94 |
| Average Win $207,906.39 | Best Trade (Oct 14) $16M | Sharpe Ratio -9.56 |
| Average Loss -$19,378.99 | Worst Trade (Dec 30) -$677,008 | Z-Score -1.9 (96.52%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w 1d | Expectancy $101,918.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,404 | $416,835.06 | $827,120.24 | - | $410,285.18 | 98.43% | +0.321% |
| AMZN Amazon.com Inc | 2,053 | $287,695.83 | $520,014.63 | - | $232,318.8 | 80.75% | -0.309% |
| ASML ASML Holding N.V. New York Registry Shares | 127 | $167,745.41 | $208,071.72 | - | $40,326.31 | 24.04% | -0.705% |
| BA Boeing Company | 1,056 | $186,912 | $197,376.96 | - | $10,464.96 | 5.6% | +1.218% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 53,474 | $4.38M | $3.93M | - | -$449,067.58 | -10.26% | +0.568% |
| BNDX Vanguard Total International Bond ETF | 13,955 | $752,099.02 | $658,606.22 | - | -$93,492.8 | -12.43% | +0.308% |
| CASY Casey's General Stores Inc. | 256 | $203,466.23 | $171,909.12 | - | -$31,557.11 | -15.51% | +2.74% |
| CGGR Capital Group Growth ETF | 261,680 | $7.36M | $12.43M | - | $5.07M | 68.97% | +0.338% |
| GOOGL Alphabet Inc | 569 | $203,343.53 | $199,013.44 | - | -$4,330.09 | -2.13% | +0.61% |
| IJH iShares Core S&P Mid-Cap ETF | 408,629 | $23.08M | $29.7M | - | $6.62M | 28.68% | +0.574% |
| JNK SPDR Bloomberg High Yield Bond ETF | 2,311 | $247,761.08 | $213,779.05 | - | -$33,982.03 | -13.72% | +0.276% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 3,410 | $447,069.65 | $352,611.05 | - | -$94,458.6 | -21.13% | +0.726% |
| MSFT Microsoft Corp. | 1,955 | $727,521.88 | $1.05M | - | $323,564.32 | 44.47% | +0.74% |
| MU Micron Technology, Inc. | 266 | $307,041.15 | $242,642.54 | - | -$64,398.61 | -20.97% | -0.212% |
| MUB iShares National Muni Bond ETF | 9,642 | $1.07M | $988,305 | - | -$77,532 | -7.27% | +0.836% |
| NVDA NVIDIA Corporation | 24,848 | $750,488.21 | $5.38M | - | $4.63M | 617.19% | -2.117% |
| SCHG Schwab U.S. Large-Cap Growth ETF | 13,299 | $341,797.04 | $475,572.24 | - | $133,775.2 | 39.14% | -0.418% |
| SCHV Schwab U.S. Large-Cap Value ETF | 19,748 | $502,572.52 | $674,295.46 | - | $171,722.94 | 34.17% | +0.663% |
| SHYG iShares 0-5 Year High Yield Corporate Bond ETF | 73,848 | $3.2M | $3.04M | - | -$156,584.38 | -4.9% | +0.207% |
| SPAB SPDR Portfolio Aggregate Bond ETF | 16,988 | $471,014.06 | $417,649.98 | - | -$53,364.08 | -11.33% | +0.511% |
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FAQ
Which stocks have generated the highest profits for David B. Short?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Small-Cap ETF - $2.17M, SPDR Portfolio S&P 500 Growth ETF - $1.8M, iShares Core S&P Mid-Cap ETF - $1.08M, Vanguard Short-Term Corporate Bond ETF - $976,511.46, and Vanguard Total World Stock ETF - $830,550.08. 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: iShares U.S. Real Estate ETF - $721,890.87, iShares Russell Mid-Cap Growth ETF - $549,410.09, Vanguard Total International Bond ETF - $205,336.05, Vanguard Small-Cap Growth ETF - $145,073.91, and The Walt Disney Company - $82,538.41. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David B. Short's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.73M earned over time. The largest contributors to dividend income include Vanguard Small-Cap ETF - $1.92M, Vanguard Short-Term Corporate Bond ETF - $1.13M, iShares Core S&P Mid-Cap ETF - $1.04M, SPDR Portfolio S&P 500 Growth ETF - $1.04M, and Vanguard Total World Stock ETF - $687,962.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David B. Short's monthly returns?
David B. Short's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can David B. Short's strategy be considered aggressive or moderate?
David B. Short's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow David B. Short's strategy?
David B. Short's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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