DBS

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

Tracking: 0 Updated: Jun 12 at 08:10 PM

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.

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.

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:

50.18%

Gain +0.45%

Monthly

0.5%

Yearly

6.18%

Drawdown

20.26%

$206.83M

Equity

Holdings

$206.83M

Investment

$146.63M

$59.2M

Profit +$1.09M

Realized

-$995,122.25

Unrealized

$60.2M

Dividends

$8.57M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

0.45%

Profit

$1.09M

Win %

81%

This Week

Compared To Last Week

Gain

-0.05%

Profit

-$97,773.73

Win %

81%

This Month

Compared to last month

Gain

-0.78%

Profit

-$1.63M

Win %

81%

This Year

Compared to last year

Gain

5.95%

Profit

$12.13M

Win %

80%

Gainers
Losers

SCHW Charles Schwab Corporation

+2.73%

+$6,076.62

TSLA Tesla, Inc.

+1.88%

+$41,892.97

VOE Vanguard Mid-Cap Value ETF

+1.09%

+$5,727.57

SYBT Stock Yards Bancorp Inc.

+1.03%

+$7,686.14

VO Vanguard Mid-Cap ETF

+0.97%

+$178,226.59

SCHV Schwab U.S. Large-Cap Value ETF

+0.97%

+$6,341.28

VTV Vanguard Value ETF

+0.94%

+$9,365.62

VBR VANGUARD SMALL-CAP VALUE ETF

+0.9%

+$3,963.05

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$225,475.41

VB Vanguard Small-Cap ETF

+0.73%

+$319,765.86

SPYV SPDR Portfolio S&P 500 Value ETF

+0.65%

+$4,035.72

VT Vanguard Total World Stock ETF

+0.46%

+$38,454.48

SPYG SPDR Portfolio S&P 500 Growth ETF

+0.45%

+$191,563.58

URTH iShares MSCI World ETF

+0.4%

+$45,238.25

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+0.35%

+$988.25

SPYM State Street SPDR Portfolio S&P 500 ETF

+0.29%

+$2,486.76

SPDW SPDR Portfolio Developed World ex-US ETF

+0.28%

+$1,231.78

VUG Vanguard Growth ETF

+0.22%

+$4,068.66

BNDX Vanguard Total International Bond ETF

+0.17%

+$1,177.2

VWOB Vanguard Emerging Markets Government Bond Fund

+0.16%

+$667.04

CGGR Capital Group Growth ETF

+0.15%

+$17,904.88

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$669.55

NVDA NVIDIA Corporation

+0.14%

+$6,846.73

MSFT Microsoft Corp.

+0.1%

+$724

SHYG iShares 0-5 Year High Yield Corporate Bond ETF

+0.08%

+$2,503.72

SUB iShares Short-Term National Muni Bond ETF

+0.04%

+$158.56

JNK SPDR Bloomberg High Yield Bond ETF

+0.04%

+$80.33

ASML ASML Holding N.V. New York Registry Shares

-1.89%

-$5,605.08

AAPL Apple Inc.

-1.52%

-$10,683

AMZN Amazon.com Inc

-1.23%

-$6,136.08

BA Boeing Company

-1.13%

-$2,650.56

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.12%

-$4,864.68

SPAB SPDR Portfolio Aggregate Bond ETF

-0.08%

-$356.02

LQD iShares iBoxx $ Investment Grade Corporate Bond ETF

-0.07%

-$275.21

VCSH Vanguard Short-Term Corporate Bond ETF

-0.03%

-$2,718.44

MUB iShares National Muni Bond ETF

-0.01%

-$90.49

Events

Dividends

Dividend Analysis

No Data

Trades 540	Longs Won 313/540 57%	Profit Factor 14.17
Profitability	Shorts Won 0/0 0%	Standard Deviation $746,954.91
Average Win $203,510.6	Best Trade (Jun 12) $13.91M	Sharpe Ratio -10.02
Average Loss -$19,807.89	Worst Trade (Dec 30) -$677,008	Z-Score 5.86 (100%)
Commissions $0	Avg. Trade Length 2y 2m 1w 2d	Expectancy $109,634.12

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%	0.02%
Consecutive Losing Trades	10,417	9,375	8,333	7,292	6,250	5,208	4,167	3,125	2,083	1,042