David Hobbs Portfolio
Invests via Hobbs Wealth Management, LLC | Managed by David Charles Hobbs
Invests via Hobbs Wealth Management, LLC
Managed by David Charles Hobbs
Automatically Tracked
David Hobbs Profile
Seasoned investor and operator focused on technology, fintech and growth-stage companies. David Hobbs brings operating experience across product, go-to-market and capital formation, and serves on private company boards advising on scaling and M&A. Market-oriented profile: allocates time to early and growth rounds, sources sector-concentrated dealflow, and supports portfolio companies on fundraising, strategy and international expansion.
Seasoned investor and operator focused on technology, fintech and growth-stage companies. David Hobbs brings operating experience across product, go-to-market and capital formation, and serves on private company boards advising on scaling and M&A. Market-oriented profile: allocates time to early and growth rounds, sources sector-concentrated dealflow, and supports portfolio companies on fundraising, strategy and international expansion.
Investment Philosophy & Strategy
Operates as a sector-focused, growth-stage investor concentrating on technology and fintech businesses, prioritizing capital deployment into early and growth rounds where operator insight accelerates commercial scaling. Investment decisions favor companies with clear product-market fit, defensible go-to-market vectors and repeatable revenue motion; emphasis is on active board-level partnership, fundraising support and M&A/expansion readiness. Capital allocation balances conviction-sized positions with follow-on reserves, using an outcomes-oriented time horizon to drive value through operational improvements, strategic partnerships and international market entry.
Operates as a sector-focused, growth-stage investor concentrating on technology and fintech businesses, prioritizing capital deployment into early and growth rounds where operator insight accelerates commercial scaling. Investment decisions favor companies with clear product-market fit, defensible go-to-market vectors and repeatable revenue motion; emphasis is on active board-level partnership, fundraising support and M&A/expansion readiness. Capital allocation balances conviction-sized positions with follow-on reserves, using an outcomes-oriented time horizon to drive value through operational improvements, strategic partnerships and international market entry.
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:
9.17%
Gain
Monthly
0.47%
Yearly
5.86%
Drawdown
19.65%
$114.28M
Equity
Holdings
$114.28M
Investment
$95M
$27.5M
Profit -$1.26M
Realized
$8.21M
Unrealized
$19.29M
Dividends
$2.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.26M
Win %
66%
This Week
Compared To Last Week
Gain
-1.72%
Profit
-$2M
Win %
66%
This Month
Compared to last month
Gain
-2.15%
Profit
-$2.51M
Win %
66%
This Year
Compared to last year
Gain
13.09%
Profit
$13.23M
Win %
70%
IVE ISHARES S&P 500 VALUE ETF
+0.69%
+$82,329.65 
QUAL iShares MSCI USA Quality Factor ETF
+0.32%
+$17,853.16 
IUSB iShares Core Universal USD Bond ETF
+0.01%
+$178.82 
BAI iShares A.I. Innovation and Tech Active ETF
-5.34%
-$322,418.3 
SPMO Invesco S&P 500 Momentum ETF
-3.42%
-$202,599.09 
IEMG iShares Core MSCI Emerging Markets ETF
-2.14%
-$6,959.81 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$87,523.05 
GLDM SPDR Gold MiniShares Trust
-1.78%
-$6,211.92 
BLCR iShares Large Cap Core ACT ETF
-1.51%
-$61,380 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.5%
-$165,168.64 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.25%
-$88,209.13 
CORO Ishares International Country Rotational Active ETF
-1.11%
-$88,972.4 
THRO iShares U.S. Thematic Rotation Active ETF
-1.01%
-$53,396.25 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-1.01%
-$126,543.48 
SHLD Global X Defense Tech ETF
-0.75%
-$21,272.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.56%
-$99,233.64 
EFV iShares MSCI EAFE Value ETF
-0.54%
-$27,470.12 
IAGG iShares International Aggregate Bond Fund
-0.13%
-$1,010.16 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$476.87 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$811.1 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.06%
-$882.83 
BINC iShares Flexible Income Active ETF
-0.05%
-$135.62 
MBB iShares MBS ETF
-0.01%
-$77.67 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 190 | Longs Won 114/190 60% | Profit Factor 37.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $418,270.35 |
| Average Win $247,787.03 | Best Trade (Jul 16) $3.47M | Sharpe Ratio -9.34 |
| Average Loss -$9,877.33 | Worst Trade (Jul 16) -$378,202.59 | Z-Score -3.14 (100%) |
| Commissions $0 | Avg. Trade Length 8m | Expectancy $144,721.29 |
| 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 | 11,628 | 10,465 | 9,302 | 8,140 | 6,977 | 5,814 | 4,651 | 3,488 | 2,326 | 1,163 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
