Dane Crunk Portfolio
Invests via EIGHT 31 FINANCIAL, LLC | Managed by Dane Crunk
Invests via EIGHT 31 FINANCIAL, LLC
Managed by Dane Crunk
Automatically Tracked
Dane Crunk Profile
Seasoned early-stage investor and operator with experience in fintech and SaaS, active in seed and pre-seed rounds. Dane Crunk brings operating background in product and go-to-market, advising startups on growth, fundraising and unit economics. Prior roles span startup leadership and venture investing; holds a business degree and has sourced deals across US tech hubs. Portfolio exposure emphasizes B2B SaaS, payments and embedded finance; investment style blends founder-led due diligence with hands-on operational support. Market relevance: useful for LPs and founders seeking seed capital and growth advisory.
Seasoned early-stage investor and operator with experience in fintech and SaaS, active in seed and pre-seed rounds. Dane Crunk brings operating background in product and go-to-market, advising startups on growth, fundraising and unit economics. Prior roles span startup leadership and venture investing; holds a business degree and has sourced deals across US tech hubs. Portfolio exposure emphasizes B2B SaaS, payments and embedded finance; investment style blends founder-led due diligence with hands-on operational support. Market relevance: useful for LPs and founders seeking seed capital and growth advisory.
Investment Philosophy & Strategy
Focuses on seed and pre-seed opportunities in B2B SaaS, payments and embedded finance, deploying small, concentrated checks with reserve capital for follow-ons. Prefers founder-led teams where product and go-to-market differentiation are measurable; underwriting centers on unit economics, customer acquisition efficiency and early revenue momentum. Investment style is hands-on: operationally active in product-market fit, GTM execution and fundraising readiness. Time horizon is long-term value creation through iterative scaling, risk-managed by stage diversification and milestone-based follow-on commitments.
Focuses on seed and pre-seed opportunities in B2B SaaS, payments and embedded finance, deploying small, concentrated checks with reserve capital for follow-ons. Prefers founder-led teams where product and go-to-market differentiation are measurable; underwriting centers on unit economics, customer acquisition efficiency and early revenue momentum. Investment style is hands-on: operationally active in product-market fit, GTM execution and fundraising readiness. Time horizon is long-term value creation through iterative scaling, risk-managed by stage diversification and milestone-based follow-on commitments.
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:
16.62%
Gain +0.15%
Monthly
0.46%
Yearly
5.67%
Drawdown
11.03%
$172.61M
Equity
Holdings
$172.61M
Investment
$153.07M
$25M
Profit +$263,902.09
Realized
$5.46M
Unrealized
$19.55M
Dividends
$12.73M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.15%
Profit
$263,902.09
Win %
59%
This Week
Compared To Last Week
Gain
0.36%
Profit
$623,317.84
Win %
59%
This Month
Compared to last month
Gain
1.7%
Profit
$2.88M
Win %
59%
This Year
Compared to last year
Gain
2.42%
Profit
$4.08M
Win %
62%
DX Dynex Capital Inc.
+3.41%
+$6,400.26 
BRSP BrightSpire Capital Inc.
+3.38%
+$2,280 
TCPC BlackRock TCP Capital Corp.
+2.82%
+$2,395.34 
PNNT PennantPark Investment Corporation
+2.61%
+$826.16 
WMT Walmart Inc.
+2.13%
+$14,820 
OBDC Blue Owl Capital Corporation
+2.03%
+$2,120.72 
ARCC Ares Capital Corporation
+1.86%
+$7,930.86 
OXLC Oxford Lane Capital Corp
+1.76%
+$3,661.68 
CFR Cullen/Frost Bankers Inc.
+1.66%
+$21,069.64 
CSWC Capital Southwest Corporation
+1.59%
+$3,226.12 
HPK HighPeak Energy Inc.
+1.51%
+$50,253.45 
DJT Trump Media & Technology Group Corp.
+1.18%
+$1,174.44 
IWS iShares Russell Mid-Cap Value ETF
+1.07%
+$6,915.04 
MSFT Microsoft Corp.
+1.03%
+$34,255.48 
IWN iShares Russell 2000 Value ETF
+0.96%
+$2,973.41 
KRP Kimbell Royalty Partners, LP
+0.86%
+$4,693.55 
IJR iShares Core S&P Small-Cap ETF
+0.79%
+$2,897.86 
KO The Coca-Cola Company
+0.73%
+$2,166.78 
TFIN Triumph Financial, Inc.
+0.72%
+$39,391 
IWD iShares Russell 1000 Value ETF
+0.68%
+$6,493 
AGG iShares Core U.S. Aggregate Bond ETF
+0.62%
+$33,523.43 
COST Costco Wholesale Corporation
+0.61%
+$2,980 
EFA iShares MSCI EAFE ETF
+0.59%
+$4,921.48 
IUSB iShares Core Universal USD Bond ETF
+0.55%
+$32,325.85 
AAPL Apple Inc.
+0.55%
+$44,977.36 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.52%
+$37,829.02 
IJH iShares Core S&P Mid-Cap ETF
+0.5%
+$4,131 
IWO iShares Russell 2000 Growth ETF
+0.49%
+$1,441.21 
TRIN Trinity Capital Inc.
+0.42%
+$739.06 
IBTL iShares iBonds Dec 2031 Term Fund
+0.41%
+$5,484.4 
SHEL Shell plc
+0.38%
+$2,283.45 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
+0.31%
+$24,027.97 
IBTK iShares iBonds Dec 2030 Treasury ETF
+0.29%
+$28,476.58 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.29%
+$2,920.82 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.23%
+$17,301.26 
IBTJ iShares iBonds Dec 2029 Term Fund
+0.21%
+$19,645.33 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.2%
+$485.8 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$1,771.68 
AOA iShares Core Aggressive Allocation ETF
+0.16%
+$1,004.25 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
+0.16%
+$3,614.52 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
+0.15%
+$5,874.92 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.14%
+$11,231.5 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.13%
+$709.75 
IBTI iShares iBonds Dec 2028 Term ETF
+0.11%
+$10,711.65 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$318.51 
VOO Vanguard S&P 500 ETF
+0.08%
+$12,407.68 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.07%
+$5,385.3 
ACWI iShares MSCI ACWI ETF
+0.06%
+$611.1 
IBTH iShares iBonds Dec 2027 Term
+0.02%
+$1,818.74 
COP ConocoPhillips
+0.01%
+$83.88 
WMB The Williams Companies, Inc.
-3.68%
-$8,605.48 
PTEN Patterson-UTI Energy Inc.
-2.77%
-$3,228.48 
AVGO Broadcom Inc.
-1.98%
-$5,193.72 
NVDA NVIDIA Corporation
-1.67%
-$38,043.9 
TXN Texas Instruments Inc
-1.46%
-$3,043.32 
XOM Exxon Mobil Corporation
-1.26%
-$121,609.3 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$30,979.22 
CVX Chevron Corporation
-1.07%
-$9,913.68 
FANG Diamondback Energy Inc
-0.87%
-$8,768.51 
DVN Devon Energy Corporation
-0.85%
-$4,309.93 
EOG EOG Resources, Inc.
-0.62%
-$10,932.48 
VNOM Viper Energy Inc. Class A Common Stock
-0.56%
-$12,706.26 
IWF iShares Russell 1000 Growth ETF
-0.5%
-$5,524.82 
EPD Enterprise Products Partners L.P.
-0.14%
-$402.95 
AMZN Amazon.com Inc
-0.13%
-$640 
IBHG iShares iBonds 2027 High Yield Income
-0.02%
-$535.84 Events
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Dividends
Dividend Analysis
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| Trades 644 | Longs Won 426/644 66% | Profit Factor 3.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $343,502.63 |
| Average Win $86,095.08 | Best Trade (Oct 14) $5.47M | Sharpe Ratio -269.39 |
| Average Loss -$53,540.58 | Worst Trade (Sep 30) -$3.63M | Z-Score -2.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $38,827.11 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,226 | 2,903 | 2,581 | 2,258 | 1,935 | 1,613 | 1,290 | 968 | 645 | 323 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 23,924 | $4.73M | $8.25M | - | $3.52M | 74.41% | +0.548% |
| ACWI iShares MSCI ACWI ETF | 6,790 | $782,207.68 | $1.08M | - | $296,315.92 | 37.88% | +0.057% |
| AGG iShares Core U.S. Aggregate Bond ETF | 57,305 | $5.74M | $5.47M | - | -$271,442.7 | -4.73% | +0.617% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 21,906 | $556,099.95 | $551,207.53 | - | -$4,892.42 | -0.88% | +0.129% |
| AMZN Amazon.com Inc | 2,000 | $415,940.61 | $507,520 | - | $91,579.39 | 22.02% | -0.126% |
| AOA iShares Core Aggressive Allocation ETF | 6,479 | $502,898.56 | $629,920.77 | - | $127,022.21 | 25.26% | +0.16% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 20,863 | $902,858.2 | $1.02M | - | $114,421.68 | 12.67% | +0.288% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 111,621 | $6.52M | $7.65M | - | $1.13M | 17.32% | +0.227% |
| ARCC Ares Capital Corporation | 22,988 | $460,382.66 | $435,277.78 | - | -$25,104.88 | -5.45% | +1.856% |
| AVGO Broadcom Inc. | 756 | $84,388.5 | $256,571.28 | - | $172,182.78 | 204.04% | -1.984% |
| BRSP BrightSpire Capital Inc. | 18,240 | $94,392 | $69,768 | - | -$24,624 | -26.09% | +3.378% |
| CFR Cullen/Frost Bankers Inc. | 8,361 | $941,198.22 | $1.29M | - | $347,148.27 | 36.88% | +1.663% |
| COP ConocoPhillips | 5,592 | $647,396.94 | $796,049.16 | - | $148,652.22 | 22.96% | +0.011% |
| COST Costco Wholesale Corporation | 500 | $338,392.25 | $493,980 | - | $155,587.75 | 45.98% | +0.607% |
| CSWC Capital Southwest Corporation | 8,750 | $207,997 | $206,458.87 | - | -$1,538.13 | -0.74% | +1.587% |
| CVX Chevron Corporation | 4,183 | $623,891.78 | $918,879.61 | - | $294,987.83 | 47.28% | -1.067% |
| DJT Trump Media & Technology Group Corp. | 13,817 | $452,507 | $100,933.18 | - | -$351,573.82 | -77.69% | +1.177% |
| DVN Devon Energy Corporation | 10,141 | $459,078.9 | $501,928.79 | - | $42,849.89 | 9.33% | -0.851% |
| DX Dynex Capital Inc. | 17,298 | $216,312 | $193,910.58 | - | -$22,401.42 | -10.36% | +3.413% |
| EFA iShares MSCI EAFE ETF | 8,068 | $662,569.46 | $833,908.48 | - | $171,339.02 | 25.86% | +0.594% |
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FAQ
Which stocks have generated the highest profits for Dane Crunk?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $2.93M, iShares 7-10 Year Treasury Bond ETF - $1.7M, iShares Core U.S. Aggregate Bond ETF - $943,014.78, Broadcom Inc - $837,546.63, and Exxon Mobil Corporation - $796,707.7. 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: HighPeak Energy Inc - $3.4M, HighPeak Energy Inc - $1.95M, Meta Platforms Inc Class A - $140,590.86, Nice Ltd. Sponsored ADR - $88,650, and Netflix, Inc - $83,097. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dane Crunk's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.73M earned over time. The largest contributors to dividend income include iShares 7-10 Year Treasury Bond ETF - $1.07M, iShares Core U.S. Aggregate Bond ETF - $956,719.2, Exxon Mobil Corporation - $571,151.99, Vanguard S&P 500 ETF - $535,097.25, and iShares Core Universal USD Bond ETF - $528,622.06. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dane Crunk's monthly returns?
Dane Crunk'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 Dane Crunk's strategy be considered aggressive or moderate?
Dane Crunk'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 Dane Crunk's strategy?
Dane Crunk'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.
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