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
Automatically Tracked
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:
81.33%
Gain -0.8%
Monthly
1.16%
Yearly
14.84%
Drawdown
17.33%
$348.54M
Equity
Holdings
$348.54M
Investment
$284.69M
$137.57M
Profit -$2.04M
Realized
$73.73M
Unrealized
$63.85M
Dividends
$22.72M
Goals
Avg. 37% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$2.04M
Win %
70%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$3.9M
Win %
70%
This Month
Compared to last month
Gain
-4.11%
Profit
-$14.92M
Win %
70%
This Year
Compared to last year
Gain
-5.12%
Profit
-$18M
Win %
71%
NAVN Navan, Inc.
+6.82%
+$32,727.3 
CRDO Credo Technology Group Holding Ltd.
+4.63%
+$99,674.85 
LITE Lumentum Holdings Inc.
+4.47%
+$137,236.89 
TER Teradyne, Inc.
+3.54%
+$14,073.77 
SNDK SanDisk Corporation
+2.59%
+$117,267.4 
BRCB Black Rock Coffee Bar, Inc. Class A Common Stock
+2.56%
+$3,742.4 
FIX Comfort Systems USA, Inc.
+2.34%
+$10,863.94 
PDD PDD Holdings Inc. American Depositary Shares
+2.27%
+$7,706.85 
DK Delek US Holdings Inc.
+2.23%
+$44,840.82 
NTES NetEase, Inc. American Depositary Receipt
+2.22%
+$43,466.67 
HLF Herbalife Ltd.
+2.21%
+$7,015.61 
MSFT Microsoft Corp.
+2.15%
+$33,922.35 
INTC Intel Corporation
+2.12%
+$9,302.1 
WDC Western Digital Corporation
+2.08%
+$56,581.14 
GEV GE Vernova Inc.
+2.07%
+$14,507.73 
PGR Progressive Corporation
+2.05%
+$11,046.49 
DINO HF Sinclair Corporation
+2.04%
+$80,287.98 
AVGO Broadcom Inc.
+1.98%
+$62,486.86 
MU Micron Technology, Inc.
+1.95%
+$162,656.52 
NUS Nu Skin Enterprises Inc.
+1.91%
+$3,175.5 
STX Seagate Technology Holdings plc
+1.88%
+$155,176.68 
CF CF Industries Holdings, Inc.
+1.82%
+$8,952.71 
JBL Jabil Inc.
+1.62%
+$10,024.5 
AMD Advanced Micro Devices, Inc.
+1.57%
+$7,224.24 
SCCO Southern Copper Corporation
+1.54%
+$19,472.2 
GOOG Alphabet Inc
+1.52%
+$52,216.5 
GOOGL Alphabet Inc
+1.5%
+$24,278.22 
KSS Kohl's Corporation
+1.5%
+$17,839.38 
CIEN Ciena Corporation
+1.24%
+$6,375.36 
FRO Frontline plc
+1.21%
+$41,857.2 
BKE Buckle Inc.
+1.14%
+$4,661.34 
AMZN Amazon.com Inc
+1.12%
+$6,560.52 
DOX Amdocs Limited
+1.06%
+$17,058.72 
ABT Abbott Laboratories
+0.99%
+$5,928 
IPAR Inter Parfums, Inc.
+0.95%
+$24,166.35 
MPC Marathon Petroleum Corporation
+0.9%
+$5,566.4 
ACN Accenture plc Class A
+0.86%
+$3,061.47 
EOG EOG Resources, Inc.
+0.85%
+$3,749.91 
VRT Vertiv Holdings Co
+0.77%
+$7,991.72 
AIQ Global X Artificial Intelligence & Technology ETF
+0.75%
+$1,586.64 
MA Mastercard Incorporated
+0.72%
+$6,668.97 
PAYX Paychex Inc.
+0.71%
+$7,407.45 
MO Altria Group, Inc.
+0.6%
+$28,008.3 
ICVT iShares Convertible Bond ETF
+0.45%
+$3,018.69 
CLCG Crossmark Large Cap Growth ETF
+0.44%
+$2,832.66 
AMCX AMC Networks Inc.
+0.29%
+$930.6 
GFEB FT VEST US Equity Moderate Fund
+0.24%
+$3,959.24 
NVDA NVIDIA Corporation
+0.23%
+$21,902 
JULU AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.23%
+$700.43 
DDFJ Innovator Equity Dual Directional 15 Buffer ETF - January
+0.18%
+$773.85 
BFH Bread Financial Holdings Inc.
+0.16%
+$662 
IBM International Business Machines Corporation
+0.14%
+$2,116.5 
LMT Lockheed Martin Corporation
+0.14%
+$1,410.69 
KMB Kimberly-Clark Corporation
+0.12%
+$5,634.59 
QQQ Invesco QQQ Trust, Series 1
+0.1%
+$706.64 
CLCV Crossmark Large Cap Value ETF
+0.07%
+$232.16 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$258.88 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.06%
+$189.22 
GJUN FT Vest US Equity Moderate Fund
+0.05%
+$661.82 
HAS Hasbro Inc.
+0.05%
+$292.76 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.05%
+$141.76 
NOG Northern Oil and Gas Inc.
+0.05%
+$131.98 
GOCT FT Vest US Equity Moderate Fund
+0.04%
+$663.4 
TXN Texas Instruments Inc
+0.02%
+$220.06 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$454.5 
GJAN FT Vest US Equity Moderate Fund B
0%
-$0.3 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
STAA Staar Surgical Company
-9.34%
-$121,193.02 
BE Bloom Energy Corporation
-8.22%
-$186,771.52 
SENEA Seneca Foods Corporation Class A
-5.06%
-$90,637.47 
ORCL Oracle Corporation
-3.99%
-$20,018.88 
GSK GSK plc Sponsored ADR
-3.3%
-$28,844.28 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-3.22%
-$11,108.55 
URI United Rentals, Inc.
-3.11%
-$18,553.5 
ECPG Encore Capital Group Inc.
-2.91%
-$58,762.06 
BHC Bausch Health Companies Inc.
-2.9%
-$3,386.88 
PANW Palo Alto Networks, Inc.
-2.79%
-$12,394.74 
VICR Vicor Corporation
-2.79%
-$7,352.67 
ATLC Atlanticus Holdings Corp.
-2.75%
-$12,057.81 
NVS Novartis AG Sponsored ADR
-2.74%
-$14,057.02 
LLY Eli Lilly and Company
-2.74%
-$175,346.32 
IVR Invesco Mortgage Capital Inc.
-2.59%
-$6,515.46 
PRGS Progress Software Corporation
-2.59%
-$53,920.65 
KLAC KLA Corporation
-2.48%
-$33,824 
WU Western Union Co.
-2.48%
-$54,336.04 
HPQ HP Inc.
-2.48%
-$26,893.33 
MRK Merck & Co., Inc.
-2.42%
-$12,585.57 
VAC Marriott Vacations Worldwide Corporation
-2.4%
-$76,171.2 
CLVT Clarivate Plc
-2.3%
-$38,561.43 
GFI Gold Fields Ltd. Sponsored ADR
-2.28%
-$65,214.55 
VSTS Vestis Corporation
-2.24%
-$43,515.7 
AAPL Apple Inc.
-2.14%
-$58,715.8 
UPBD Upbound Group, Inc.
-2.12%
-$38,966.29 
LRCX Lam Research Corporation
-2.09%
-$142,840.14 
LOW Lowe's Companies Inc.
-1.91%
-$82,025.34 
WMT Walmart Inc.
-1.79%
-$3,618.96 
CAT Caterpillar Inc.
-1.76%
-$21,027.62 
HD The Home Depot, Inc.
-1.71%
-$91,576.55 
JNJ Johnson & Johnson
-1.66%
-$85,564.19 
JAZZ Jazz Pharmaceuticals plc
-1.64%
-$32,244.52 
R Ryder System Inc.
-1.59%
-$6,814.09 
M Macy's Inc.
-1.58%
-$5,657.62 
ITW Illinois Tool Works Inc.
-1.58%
-$20,599.15 
NTAP NetApp, Inc.
-1.57%
-$21,034.74 
DXC Dxc Technology Co.
-1.53%
-$2,995.7 
INFY Infosys Limited
-1.48%
-$6,338.79 
LNC Lincoln National Corporation
-1.47%
-$25,261.9 
ECG Everus Construction Group, Inc.
-1.4%
-$25,093.26 
EXPE Expedia Group, Inc.
-1.37%
-$59,014.33 
BAC Bank of America Corporation
-1.35%
-$7,573.75 
NVO Novo Nordisk A/S Sponsored ADR
-1.34%
-$36,790.87 
COLB Columbia Banking System, Inc.
-1.32%
-$34,153.68 
SHEL Shell plc
-1.28%
-$31,542.56 
COR Cencora, Inc.
-1.24%
-$2,796.53 
BKNG Booking Holdings Inc.
-1.23%
-$8,663.55 
NAK Northern Dynasty Minerals Ltd.
-1.23%
-$200 
MCK McKesson Corporation
-1.22%
-$7,385.1 
PFE Pfizer Inc.
-1.22%
-$4,171.79 
FSLY Fastly, Inc.
-1.21%
-$19,233.25 
PEP PepsiCo, Inc.
-1.2%
-$10,207.36 
RITM Rithm Capital Corp.
-1.18%
-$19,530.17 
CL Colgate-Palmolive Company
-1.12%
-$11,837.28 
CSCO Cisco Systems, Inc.
-1.11%
-$18,374.32 
APA APA Corporation
-1.08%
-$4,444.86 
ADBE Adobe Inc.
-1.06%
-$2,964.31 
BMY Bristol-Myers Squibb Company
-0.92%
-$8,868.72 
HRB H&R Block Inc.
-0.92%
-$34,035.54 
QCOM QUALCOMM Incorporated
-0.85%
-$37,733.7 
ENVA Enova International Inc.
-0.83%
-$7,226.45 
GILD Gilead Sciences Inc.
-0.8%
-$2,400.01 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$3,339 
CNXC Concentrix Corporation
-0.78%
-$1,776.88 
AMAT Applied Materials, Inc.
-0.75%
-$7,250.76 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.75%
-$23,622.88 
WWJD Inspire International ETF
-0.72%
-$19,608.12 
TDAY USA TODAY Co., Inc.
-0.71%
-$3,381.18 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$3,121.87 
MSI Motorola Solutions, Inc.
-0.7%
-$1,453.67 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$1,964.16 
NKE Nike, Inc. - Class B
-0.67%
-$4,186.35 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.65%
-$30,304.32 
FNDF Schwab Fundamental International Large Company Index ETF
-0.65%
-$1,441.94 
BLES Inspire Global Hope ETF
-0.64%
-$11,443.51 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.61%
-$9,194.94 
UL Unilever PLC Sponsored American Depositary Receipt
-0.6%
-$3,148.5 
AMGN Amgen Inc.
-0.58%
-$28,732.36 
IRDM Iridium Communications Inc.
-0.58%
-$18,663.21 
MOV Movado Group Inc.
-0.57%
-$7,513.44 
BTI British American Tobacco p.l.c. ADR
-0.56%
-$15,303.75 
KALU Kaiser Aluminum Corporation
-0.53%
-$7,044.24 
NEM Newmont Corporation
-0.51%
-$2,823.02 
ICF iShares Cohen & Steers Realty Majors ETF
-0.47%
-$2,349.6 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.46%
-$11,266.91 
APH Amphenol Corporation
-0.44%
-$3,016.2 
ABBV AbbVie Inc.
-0.41%
-$5,733.93 
USRT iShares Core U.S. REIT ETF
-0.4%
-$4,125.27 
UBER Uber Technologies, Inc.
-0.37%
-$996.03 
LXU Lsb Industries Inc.
-0.35%
-$4,377.64 
YUM Yum! Brands, Inc.
-0.34%
-$1,394 
GM General Motors Company
-0.33%
-$2,164.5 
VT Vanguard Total World Stock ETF
-0.33%
-$743.58 
MMM 3M Company
-0.31%
-$3,816 
GOVT iShares U.S. Treasury Bond ETF
-0.29%
-$13,465.93 
TPR Tapestry Inc.
-0.28%
-$14,187.42 
SYSB iShares Systematic Bond ETF
-0.27%
-$2,946.72 
SYF Synchrony Financial
-0.27%
-$761.8 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$9,607.14 
IRWD Ironwood Pharmaceuticals Inc.
-0.26%
-$128.68 
RCL Royal Caribbean Group
-0.26%
-$1,391.18 
IBD Inspire Corporate Bond ETF
-0.25%
-$9,163.26 
ADSK Autodesk, Inc.
-0.25%
-$1,012.55 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$8,210.62 
GLDM SPDR Gold MiniShares Trust
-0.23%
-$653.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$592.37 
MBB iShares MBS ETF
-0.22%
-$8,316.42 
GLD SPDR Gold Shares
-0.22%
-$1,731.02 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.22%
-$713.4 
VZ Verizon Communications Inc.
-0.22%
-$9,631.76 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$1,499.96 
IWB iShares Russell 1000 ETF
-0.2%
-$808.41 
OFG OFG Bancorp
-0.19%
-$4,915.02 
IVV iShares Core S&P 500 ETF
-0.18%
-$3,083.05 
BFRZ Innovator Equity Managed 100 Buffer ETF
-0.17%
-$659.05 
BHP BHP Group Ltd.
-0.17%
-$1,376.06 
GAPR FT VEST US EQUITY MODERATE B MUTUAL FUND
-0.16%
-$1,520.1 
TRGP Targa Resources Corp.
-0.15%
-$4,541.66 
OMF OneMain Holdings Inc.
-0.15%
-$3,173.13 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.15%
-$12,273.3 
OGN Organon & Co.
-0.15%
-$569.04 
PM Philip Morris International Inc.
-0.13%
-$7,196.61 
BINC iShares Flexible Income Active ETF
-0.12%
-$2,632.2 
PJAN Innovator U.S. Equity Power Buffer ETF - January
-0.1%
-$7,035.15 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$1,730.61 
SM SM Energy Company
-0.08%
-$296.98 
GMAR FT Vest US Equity Moderate B Fund
-0.08%
-$600.42 
SPEM SPDR Portfolio Emerging Markets ETF
-0.07%
-$841.78 
APAM Artisan Partners Asset Management Inc.
-0.07%
-$317.57 
PTL Inspire 500 ETF
-0.06%
-$123.93 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$167.65 
CMCSA Comcast Corp
-0.04%
-$128.32 
PSQ ProShares Short QQQ
-0.04%
-$237.48 
MCD McDonald's Corporation
-0.03%
-$1,408.98 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$188.32 
META Meta Platforms Inc Class A
-0.03%
-$144.64 
FBP First BanCorp Puerto Rico
-0.02%
-$517.97 
ADP Automatic Data Processing Inc.
-0.01%
-$61.2 Events
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Dividends
Dividend Analysis
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| Trades 3585 | Longs Won 2033/3585 56% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,264.44 |
| Average Win $85,740.15 | Best Trade (Jul 22) $4.36M | Sharpe Ratio -14.44 |
| Average Loss -$23,669.49 | Worst Trade (Jul 24) -$1.34M | Z-Score -0.06 (4.7%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w 1d | Expectancy $38,375.09 |
| 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 | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $7.18M, 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: Bausch Health Companies Inc - $841,882.19, Intel Corporation - $786,592.74, Norwegian Cruise Line Holdings Ltd - $717,004.29, Nike, Inc. - Class B - $577,917.55, and Premier Inc - $497,173.08. 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 $22.72M earned over time. The largest contributors to dividend income include QVC Group, Inc. - Series A - $1.06M, Altria Group, Inc - $784,222.98, Verizon Communications Inc - $683,323.28, OneMain Holdings Inc - $614,402, and AbbVie Inc - $580,343.28. 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.
