Eric Dahm

Eric Dahm Portfolio

Invests via Range Financial Group LLC | Managed by Eric Robert Dahm
Invests via Range Financial Group LLC
Managed by Eric Robert Dahm
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Eric Dahm Profile

With a strong background in technology-driven enterprises, Eric Dahm is recognized for his innovative approach to business development and market expansion. His expertise spans the startup landscape, where he has played pivotal roles in launching and scaling emerging companies. Driven by a passion for entrepreneurship, he excels at identifying disruptive opportunities and fostering growth within competitive sectors. In addition to his operational experience, Dahm engages actively with investors to shape strategic initiatives that amplify value creation. His impact on the tech ecosystem positions him as a relevant figure in venture capital discussions and an advocate for forward-thinking solutions.

With a strong background in technology-driven enterprises, Eric Dahm is recognized for his innovative approach to business development and market expansion. His expertise spans the startup landscape, where he has played pivotal roles in launching and scaling emerging companies. Driven by a passion for entrepreneurship, he excels at identifying disruptive opportunities and fostering growth within competitive sectors. In addition to his operational experience, Dahm engages actively with investors to shape strategic initiatives that amplify value creation. His impact on the tech ecosystem positions him as a relevant figure in venture capital discussions and an advocate for forward-thinking solutions.

Investment Philosophy & Strategy

Innovation remains at the core of Eric Dahm's investment strategy, characterized by a focus on technology and entrepreneurial ventures. His discerning eye for disruptive trends informs decision-making as he identifies high-potential startups capable of reshaping industries. By emphasizing collaboration with visionary founders, he accelerates growth trajectories that challenge conventional business models. This proactive engagement not only aids in refining operational efficiencies but also enhances value creation within his portfolio companies. With an expansive network of investors and mentors, strategic partnerships are leveraged to unlock scalable opportunities while navigating competitive landscapes.

Innovation remains at the core of Eric Dahm's investment strategy, characterized by a focus on technology and entrepreneurial ventures. His discerning eye for disruptive trends informs decision-making as he identifies high-potential startups capable of reshaping industries. By emphasizing collaboration with visionary founders, he accelerates growth trajectories that challenge conventional business models. This proactive engagement not only aids in refining operational efficiencies but also enhances value creation within his portfolio companies. With an expansive network of investors and mentors, strategic partnerships are leveraged to unlock scalable opportunities while navigating competitive landscapes.

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:
86.5%
Gain -0.57%
Monthly
1.14%
Yearly
14.54%
Drawdown
18.11%
$355.57M
Equity
Holdings
$355.57M
Investment
$284.69M
$139.74M
Profit -$1.64M
Realized
$68.87M
Unrealized
$70.88M
Dividends
$23.08M

Goals

Avg. 42% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
84%
Today
Compared To Yesterday
Gain
-0.57%
Profit
-$1.64M
Win %
69%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.64M
Win %
69%
This Month
Compared to last month
Gain
-1.46%
Profit
-$5.28M
Win %
69%
This Year
Compared to last year
Gain
-3.2%
Profit
-$10.97M
Win %
69%
Palo Alto Networks, Inc. logo
PANW Palo Alto Networks, Inc.
+14.07%
+$57,532.88
Progress Software Corporation logo
PRGS Progress Software Corporation
+8.46%
+$173,347.19
Autodesk, Inc. logo
ADSK Autodesk, Inc.
+8.13%
+$31,794.07
Fastly, Inc. logo
FSLY Fastly, Inc.
+5.83%
+$103,859.55
Dxc Technology Co. logo
DXC Dxc Technology Co.
+5.66%
+$13,325.7
Teva Pharmaceutical Industries Ltd. ADR logo
TEVA Teva Pharmaceutical Industries Ltd. ADR
+5.26%
+$21,030.75
Accenture plc Class A logo
ACN Accenture plc Class A
+4.98%
+$22,774.37
Concentrix Corporation logo
CNXC Concentrix Corporation
+4.76%
+$12,560.67
Infosys Limited logo
INFY Infosys Limited
+4.74%
+$19,575.67
Adobe Inc. logo
ADBE Adobe Inc.
+4.71%
+$14,030.28
GSK plc Sponsored ADR logo
GSK GSK plc Sponsored ADR
+4.16%
+$33,736
Macy's Inc. logo
M Macy's Inc.
+4.14%
+$13,804.6
Amdocs Limited logo
DOX Amdocs Limited
+4.12%
+$77,090.18
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
+3.75%
+$90,510.75
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
+3.5%
+$85,976.33
USA TODAY Co., Inc. logo
TDAY USA TODAY Co., Inc.
+3.22%
+$11,552.36
Alphabet Inc logo
GOOGL Alphabet Inc
+3.18%
+$50,091.27
International Business Machines Corporation logo
IBM International Business Machines Corporation
+3.06%
+$52,489.2
Alphabet Inc logo
GOOG Alphabet Inc
+3.04%
+$101,449.1
Yum! Brands, Inc. logo
YUM Yum! Brands, Inc.
+2.88%
+$11,319.28
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
+2.8%
+$18,396.72
Microsoft Corp. logo
MSFT Microsoft Corp.
+2.72%
+$54,067.5
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+2.71%
+$15,901.33
Unilever PLC Sponsored American Depositary Receipt logo
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$14,021.32
Eli Lilly and Company logo
LLY Eli Lilly and Company
+2.55%
+$154,588.37
NetEase, Inc. American Depositary Receipt logo
NTES NetEase, Inc. American Depositary Receipt
+2.51%
+$43,362.11
McKesson Corporation logo
MCK McKesson Corporation
+2.46%
+$15,537.39
SM Energy Company logo
SM SM Energy Company
+2.34%
+$10,572.31
PDD Holdings Inc. American Depositary Shares logo
PDD PDD Holdings Inc. American Depositary Shares
+2.3%
+$7,222.65
Motorola Solutions, Inc. logo
MSI Motorola Solutions, Inc.
+2.27%
+$5,319.23
Altria Group, Inc. logo
MO Altria Group, Inc.
+2.26%
+$98,186.4
Frontline plc logo
FRO Frontline plc
+2.09%
+$97,983.9
Walmart Inc. logo
WMT Walmart Inc.
+2.06%
+$3,911.67
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+2%
+$85,173.33
Paychex Inc. logo
PAYX Paychex Inc.
+1.98%
+$20,946.62
McDonald's Corporation logo
MCD McDonald's Corporation
+1.92%
+$85,408.5
AMC Networks Inc. logo
AMCX AMC Networks Inc.
+1.9%
+$7,181.13
Expedia Group, Inc. logo
EXPE Expedia Group, Inc.
+1.85%
+$82,965.29
Ironwood Pharmaceuticals Inc. logo
IRWD Ironwood Pharmaceuticals Inc.
+1.84%
+$965.1
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+1.81%
+$8,304.15
Western Union Co. logo
WU Western Union Co.
+1.66%
+$28,402.93
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.64%
+$22,881.35
Colgate-Palmolive Company logo
CL Colgate-Palmolive Company
+1.64%
+$16,162.44
Navan, Inc. logo
NAVN Navan, Inc.
+1.6%
+$6,210.79
APA Corporation logo
APA APA Corporation
+1.59%
+$8,304.87
Bausch Health Companies Inc. logo
BHC Bausch Health Companies Inc.
+1.54%
+$2,177.28
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+1.43%
+$77,328.34
Movado Group Inc. logo
MOV Movado Group Inc.
+1.41%
+$15,709.92
Cencora, Inc. logo
COR Cencora, Inc.
+1.32%
+$3,119.5
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.29%
+$66,408.49
Progressive Corporation logo
PGR Progressive Corporation
+1.28%
+$7,230.66
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
+1.24%
+$3,283.21
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
+1.2%
+$3,872.09
First BanCorp Puerto Rico logo
FBP First BanCorp Puerto Rico
+1.19%
+$34,185.69
Staar Surgical Company logo
STAA Staar Surgical Company
+1.19%
+$13,247.82
EOG Resources, Inc. logo
EOG EOG Resources, Inc.
+1.18%
+$5,444.43
Bread Financial Holdings Inc. logo
BFH Bread Financial Holdings Inc.
+1.14%
+$5,167.91
Inter Parfums, Inc. logo
IPAR Inter Parfums, Inc.
+1.1%
+$25,405.65
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
+1.09%
+$25,617.35
Clarivate Plc logo
CLVT Clarivate Plc
+1.07%
+$14,022.34
Kohl's Corporation logo
KSS Kohl's Corporation
+0.99%
+$11,664.21
Herbalife Ltd. logo
HLF Herbalife Ltd.
+0.96%
+$3,044.51
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
+0.93%
+$5,457.86
Abbott Laboratories logo
ABT Abbott Laboratories
+0.93%
+$5,601.96
H&R Block Inc. logo
HRB H&R Block Inc.
+0.92%
+$36,687.66
Enova International Inc. logo
ENVA Enova International Inc.
+0.89%
+$7,432.92
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.87%
+$8,498.7
Lowe's Companies Inc. logo
LOW Lowe's Companies Inc.
+0.86%
+$34,699.08
Nike, Inc. - Class B logo
NKE Nike, Inc. - Class B
+0.8%
+$4,186.35
General Motors Company logo
GM General Motors Company
+0.75%
+$5,584.41
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.75%
+$40,842.2
Amgen Inc. logo
AMGN Amgen Inc.
+0.75%
+$38,354.99
Vestis Corporation logo
VSTS Vestis Corporation
+0.73%
+$11,172.95
Encore Capital Group Inc. logo
ECPG Encore Capital Group Inc.
+0.7%
+$15,346.62
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+0.65%
+$31,818.46
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
+0.65%
+$6,698.34
Illinois Tool Works Inc. logo
ITW Illinois Tool Works Inc.
+0.61%
+$7,757.2
AllianzIM U.S. Large Cap Buffer10 Jul ETF logo
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.56%
+$1,727.1
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.56%
+$3,768.45
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.54%
+$5,463.77
United Rentals, Inc. logo
URI United Rentals, Inc.
+0.5%
+$2,812.95
Apple Inc. logo
AAPL Apple Inc.
+0.48%
+$13,180.34
OFG Bancorp logo
OFG OFG Bancorp
+0.44%
+$11,899.51
ProShares Short QQQ logo
PSQ ProShares Short QQQ
+0.37%
+$2,256.06
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF logo
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.27%
+$6,320.52
Jazz Pharmaceuticals plc logo
JAZZ Jazz Pharmaceuticals plc
+0.26%
+$5,061.44
Columbia Banking System, Inc. logo
COLB Columbia Banking System, Inc.
+0.25%
+$5,821.65
Schwab U.S. Aggregate Bond ETF logo
SCHZ Schwab U.S. Aggregate Bond ETF
+0.16%
+$5,604.16
Innovator Equity Dual Directional 15 Buffer ETF - January logo
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.12%
+$548.33
iShares U.S. Treasury Bond ETF logo
GOVT iShares U.S. Treasury Bond ETF
+0.12%
+$5,415.2
Northern Oil and Gas Inc. logo
NOG Northern Oil and Gas Inc.
+0.11%
+$395.94
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.1%
+$840.24
iShares Systematic Bond ETF logo
SYSB iShares Systematic Bond ETF
+0.1%
+$1,043.63
iShares MBS ETF logo
MBB iShares MBS ETF
+0.1%
+$3,564.18
Pfizer Inc. logo
PFE Pfizer Inc.
+0.09%
+$341.95
Hasbro Inc. logo
HAS Hasbro Inc.
+0.08%
+$548.92
iShares Core Universal USD Bond ETF logo
IUSB iShares Core Universal USD Bond ETF
+0.08%
+$2,612.47
Organon & Co. logo
OGN Organon & Co.
+0.04%
+$142.26
iShares 1-3 Year Treasury Bond ETF logo
SHY iShares 1-3 Year Treasury Bond ETF
+0.02%
+$71.85
Wavefront Technology Solutions Inc. logo
WFTSF Wavefront Technology Solutions Inc.
0%
$0
Crossmark Large Cap Value ETF logo
CLCV Crossmark Large Cap Value ETF
0%
+$1.16
Teradyne, Inc. logo
TER Teradyne, Inc.
-11.74%
-$55,009.01
Lumentum Holdings Inc. logo
LITE Lumentum Holdings Inc.
-8.64%
-$335,901.31
GE Vernova Inc. logo
GEV GE Vernova Inc.
-8.54%
-$54,118.5
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
-7.31%
-$67,794.32
Lam Research Corporation logo
LRCX Lam Research Corporation
-7.3%
-$475,478.57
Ciena Corporation logo
CIEN Ciena Corporation
-6.93%
-$33,292.02
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-6.4%
-$53,501.8
Everus Construction Group, Inc. logo
ECG Everus Construction Group, Inc.
-6.26%
-$100,912.68
Amphenol Corporation logo
APH Amphenol Corporation
-5.95%
-$91,217.2
KLA Corporation logo
KLAC KLA Corporation
-5.9%
-$68,224
Comfort Systems USA, Inc. logo
FIX Comfort Systems USA, Inc.
-5.87%
-$27,470.08
Vicor Corporation logo
VICR Vicor Corporation
-5.86%
-$12,853.32
Bloom Energy Corporation logo
BE Bloom Energy Corporation
-5.67%
-$165,326.6
Credo Technology Group Holding Ltd. logo
CRDO Credo Technology Group Holding Ltd.
-5.5%
-$95,216.55
Bank of America Corporation logo
BAC Bank of America Corporation
-5.33%
-$30,477.5
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-4.63%
-$444,522.34
Jabil Inc. logo
JBL Jabil Inc.
-4.47%
-$29,151
Broadcom Inc. logo
AVGO Broadcom Inc.
-4.32%
-$133,066.78
Intel Corporation logo
INTC Intel Corporation
-4.29%
-$20,331.08
NetApp, Inc. logo
NTAP NetApp, Inc.
-4.21%
-$68,485.2
HP Inc. logo
HPQ HP Inc.
-4.12%
-$63,844.34
Oracle Corporation logo
ORCL Oracle Corporation
-4.07%
-$24,288.78
Caterpillar Inc. logo
CAT Caterpillar Inc.
-3.93%
-$43,571.73
Gold Fields Ltd. Sponsored ADR logo
GFI Gold Fields Ltd. Sponsored ADR
-3.91%
-$157,676.27
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
-3.88%
-$18,518.5
Western Digital Corporation logo
WDC Western Digital Corporation
-3.39%
-$86,328.69
Kaiser Aluminum Corporation logo
KALU Kaiser Aluminum Corporation
-3.35%
-$44,152.29
Lsb Industries Inc. logo
LXU Lsb Industries Inc.
-3.28%
-$41,587.58
SanDisk Corporation logo
SNDK SanDisk Corporation
-3.27%
-$178,322.63
Newmont Corporation logo
NEM Newmont Corporation
-2.91%
-$22,676.22
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-2.69%
-$274,001.65
Southern Copper Corporation logo
SCCO Southern Copper Corporation
-2.5%
-$35,991.09
BHP Group Ltd. logo
BHP BHP Group Ltd.
-2.35%
-$20,149.45
Black Rock Coffee Bar, Inc. Class A Common Stock logo
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
-2.24%
-$3,555.28
Northern Dynasty Minerals Ltd. logo
NAK Northern Dynasty Minerals Ltd.
-2.13%
-$300
Marriott Vacations Worldwide Corporation logo
VAC Marriott Vacations Worldwide Corporation
-2.04%
-$67,125.87
Royal Caribbean Group logo
RCL Royal Caribbean Group
-2.02%
-$9,870
Delek US Holdings Inc. logo
DK Delek US Holdings Inc.
-1.95%
-$47,066.96
Seagate Technology Holdings plc logo
STX Seagate Technology Holdings plc
-1.92%
-$167,242.48
3M Company logo
MMM 3M Company
-1.91%
-$24,040.8
Iridium Communications Inc. logo
IRDM Iridium Communications Inc.
-1.85%
-$60,482.62
Invesco Mortgage Capital Inc. logo
IVR Invesco Mortgage Capital Inc.
-1.69%
-$3,567.99
Texas Instruments Inc logo
TXN Texas Instruments Inc
-1.55%
-$18,312.36
Inspire 500 ETF logo
PTL Inspire 500 ETF
-1.14%
-$2,315.3
HF Sinclair Corporation logo
DINO HF Sinclair Corporation
-1.11%
-$53,229.6
Artisan Partners Asset Management Inc. logo
APAM Artisan Partners Asset Management Inc.
-1.07%
-$5,144.72
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.91%
-$2,700.31
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.85%
-$7,135.18
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
-0.82%
-$40,247.93
SPDR Portfolio Emerging Markets ETF logo
SPEM SPDR Portfolio Emerging Markets ETF
-0.81%
-$10,221.67
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
-0.81%
-$37,992.15
SPDR Gold MiniShares Trust logo
GLDM SPDR Gold MiniShares Trust
-0.81%
-$2,521.46
iShares Convertible Bond ETF logo
ICVT iShares Convertible Bond ETF
-0.79%
-$5,327.1
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.78%
-$12,891.66
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
-0.77%
-$6,023.64
SPDR Portfolio S&P 400 Mid Cap ETF logo
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.74%
-$23,145.65
Targa Resources Corp. logo
TRGP Targa Resources Corp.
-0.74%
-$22,602.68
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$3,047.95
Ryder System Inc. logo
R Ryder System Inc.
-0.69%
-$2,671.89
Lincoln National Corporation logo
LNC Lincoln National Corporation
-0.64%
-$11,408.6
CF Industries Holdings, Inc. logo
CF CF Industries Holdings, Inc.
-0.62%
-$3,362.33
Nu Skin Enterprises Inc. logo
NUS Nu Skin Enterprises Inc.
-0.62%
-$952.65
Synchrony Financial logo
SYF Synchrony Financial
-0.61%
-$1,771.18
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.58%
-$3,517.96
Seneca Foods Corporation Class A logo
SENEA Seneca Foods Corporation Class A
-0.56%
-$11,263.89
Schwab Fundamental International Large Company Index ETF logo
FNDF Schwab Fundamental International Large Company Index ETF
-0.55%
-$1,293.51
Comcast Corp logo
CMCSA Comcast Corp
-0.53%
-$1,700.24
iShares Cohen & Steers Realty Majors ETF logo
ICF iShares Cohen & Steers Realty Majors ETF
-0.51%
-$2,420.8
Inspire International ETF logo
WWJD Inspire International ETF
-0.49%
-$14,005.8
Upbound Group, Inc. logo
UPBD Upbound Group, Inc.
-0.49%
-$7,461.63
Vanguard Total World Stock ETF logo
VT Vanguard Total World Stock ETF
-0.49%
-$1,137.24
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.47%
-$2,173.75
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-0.47%
-$1,844.52
SPDR Portfolio S&P 600 Small Cap ETF logo
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.45%
-$6,663
Atlanticus Holdings Corp. logo
ATLC Atlanticus Holdings Corp.
-0.42%
-$1,741.2
Rithm Capital Corp. logo
RITM Rithm Capital Corp.
-0.36%
-$6,214.15
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-0.34%
-$2,332.88
FT Vest US Equity Moderate Fund B logo
GJAN FT Vest US Equity Moderate Fund B
-0.31%
-$42,576.54
iShares Core U.S. REIT ETF logo
USRT iShares Core U.S. REIT ETF
-0.3%
-$2,925.2
SPDR Portfolio S&P 1500 Composite Stock Market ETF logo
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.27%
-$873.91
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.26%
-$4,522.66
Shell plc logo
SHEL Shell plc
-0.26%
-$7,040.75
State Street SPDR Portfolio S&P 500 ETF logo
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.24%
-$20,298.15
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
-0.23%
-$930.17
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.23%
-$1,653.78
iShares Core S&P Total U.S. Stock Market ETF logo
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$608.38
Inspire Global Hope ETF logo
BLES Inspire Global Hope ETF
-0.21%
-$3,788.58
Tapestry Inc. logo
TPR Tapestry Inc.
-0.19%
-$8,185.05
Innovator U.S. Equity 10% Buffer ETF logo
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.19%
-$614.97
Innovator Equity Managed 100 Buffer ETF logo
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.18%
-$701.1
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
-0.16%
-$378.63
FT Vest U.S. Equity Moderate GMAY Fund logo
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.16%
-$489.07
FT VEST US EQUITY MODERATE B MUTUAL FUND logo
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.11%
-$1,077.68
FT VEST US Equity Moderate Fund logo
GFEB FT VEST US Equity Moderate Fund
-0.09%
-$1,583.69
Innovator U.S. Equity Power Buffer ETF - January logo
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.09%
-$6,331.64
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
-0.09%
-$1,974.15
FT Vest US Equity Moderate Fund logo
GJUN FT Vest US Equity Moderate Fund
-0.08%
-$1,158.18
FT Vest US Equity Moderate B Fund logo
GMAR FT Vest US Equity Moderate B Fund
-0.07%
-$516.37
Buckle Inc. logo
BKE Buckle Inc.
-0.05%
-$192.22
FT Vest US Equity Moderate Fund logo
GOCT FT Vest US Equity Moderate Fund
-0.05%
-$884.54
Inspire Corporate Bond ETF logo
IBD Inspire Corporate Bond ETF
-0.04%
-$1,527.21
iShares International Aggregate Bond Fund logo
IAGG iShares International Aggregate Bond Fund
-0.04%
-$765.31
Inn Defined Wealth Shield Mutual Fund logo
BALT Inn Defined Wealth Shield Mutual Fund
-0.01%
-$94.16
OneMain Holdings Inc. logo
OMF OneMain Holdings Inc.
-0.01%
-$176.28
Crossmark Large Cap Growth ETF logo
CLCG Crossmark Large Cap Growth ETF
0%
-$6.85
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Dividends

Dividend Analysis

Yearly
$
Trades
3585
Longs Won
2088/3585 58%
Profit Factor
3.83
Profitability
Shorts Won
0/0 0%
Standard Deviation
$244,598.08
Average Win
$90,559.28
Best Trade
(Aug 17) $4.85M
Sharpe Ratio
-13.47
Average Loss
-$32,962.53
Worst Trade
(Aug 25) -$1.83M
Z-Score
-6.23 (100%)
Commissions
$0
Avg. Trade Length
1y 3m 1w 4d
Expectancy
$38,979.88
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 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 (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
8,212 $1.84M $2.74M - $904,142.38 49.2%
+0.483%
AbbVie Inc. logo
ABBV AbbVie Inc.
5,435 $1.1M $1.42M - $315,895.41 28.6%
+1.637%
Abbott Laboratories logo
ABT Abbott Laboratories
5,928 $658,337.87 $609,961.56 - -$48,376.31 -7.35%
+0.927%
Accenture plc Class A logo
ACN Accenture plc Class A
2,489 $749,551.42 $480,501.45 - -$269,049.97 -35.89%
+4.976%
Adobe Inc. logo
ADBE Adobe Inc.
1,181 $373,951.49 $311,913.91 - -$62,037.58 -16.59%
+4.71%
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
2,448 $625,274.26 $675,097.2 - $49,822.94 7.97%
+2.801%
Autodesk, Inc. logo
ADSK Autodesk, Inc.
1,841 $477,520.72 $422,822.47 - -$54,698.25 -11.45%
+8.131%
Global X Artificial Intelligence & Technology ETF logo
AIQ Global X Artificial Intelligence & Technology ETF
3,606 $236,589.66 $230,333.25 - -$6,256.41 -2.64%
-0.164%
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
1,831 $297,918.01 $782,331.37 - $484,413.36 162.6%
-6.401%
AMC Networks Inc. logo
AMCX AMC Networks Inc.
31,020 $229,119.11 $384,694.53 - $155,575.42 67.9%
+1.902%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
925 $537,341.72 $458,901.75 - -$78,439.97 -14.6%
-3.879%
Amgen Inc. logo
AMGN Amgen Inc.
13,553 $3.83M $5.15M - $1.32M 34.6%
+0.75%
Amazon.com Inc logo
AMZN Amazon.com Inc
2,377 $479,941.93 $606,848.1 - $126,906.17 26.44%
-0.576%
APA Corporation logo
APA APA Corporation
11,697 $285,257.4 $531,511.68 - $246,254.28 86.33%
+1.587%
Artisan Partners Asset Management Inc. logo
APAM Artisan Partners Asset Management Inc.
12,703 $532,000.76 $476,426.01 - -$55,574.75 -10.45%
-1.068%
Amphenol Corporation logo
APH Amphenol Corporation
18,280 $510,972.43 $1.44M - $931,867.97 182.37%
-5.946%
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
7,575 $4.36M $2.54M - -$1.82M -41.79%
+3.504%
Atlanticus Holdings Corp. logo
ATLC Atlanticus Holdings Corp.
4,353 $287,856.79 $409,443.18 - $121,586.39 42.24%
-0.423%
Broadcom Inc. logo
AVGO Broadcom Inc.
8,519 $1.54M $2.95M - $1.42M 92.21%
-4.315%
Bank of America Corporation logo
BAC Bank of America Corporation
9,125 $404,631.66 $541,568.75 - $136,937.09 33.84%
-5.328%
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Eric Dahm?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $7.3M, Broadcom Inc - $5.37M, NVIDIA Corporation - $4.02M, SanDisk Corporation - $3.48M, and Vicor Corporation - $3.31M. 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: Robinhood Markets, Inc - $956,066.4, Bausch Health Companies Inc - $841,882.19, Intel Corporation - $786,592.74, Norwegian Cruise Line Holdings Ltd - $717,004.29, and Nike, Inc. - Class B - $582,586.48. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Dahm's portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.08M earned over time. The largest contributors to dividend income include QVC Group, Inc. - Series A - $1.06M, Verizon Communications Inc - $755,054.58, Altria Group, Inc - $724,495.02, OneMain Holdings Inc - $651,421.85, and AbbVie Inc - $589,745.83. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Dahm's monthly returns?
Eric Dahm's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Eric Dahm's strategy be considered aggressive or moderate?
Eric Dahm'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 Eric Dahm's strategy?
Eric Dahm'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.
Account USV