David Graham Portfolio
Invests via American Family Investments, Inc. | Managed by David Graham
Invests via American Family Investments, Inc.
Managed by David Graham
Automatically Tracked
David Graham Profile
Veteran private equity investor and operating partner, David Graham combines deal execution with hands-on portfolio management across software and healthcare services. He has led buyouts, growth equity and operational turnarounds, driving margin expansion and strategic M&A while working in senior roles at institutional buyout firms and corporate development. MBA-level business education and previous operating leadership support a blend of financial and operational expertise prized by LPs.
Veteran private equity investor and operating partner, David Graham combines deal execution with hands-on portfolio management across software and healthcare services. He has led buyouts, growth equity and operational turnarounds, driving margin expansion and strategic M&A while working in senior roles at institutional buyout firms and corporate development. MBA-level business education and previous operating leadership support a blend of financial and operational expertise prized by LPs.
Investment Philosophy & Strategy
Combines operational rigor with private equity value-creation, prioritizing control or meaningful governance positions in software and healthcare services businesses where EBITDA improvement and strategic M&A can accelerate growth. Focuses on buyouts and growth equity with a 3–7 year value horizon, disciplined leverage, and milestone-driven KPIs. Underwrites deals for scalable margin expansion, repeatable product-led adoption or service consolidation, and prefers leadership alignment, hands-on portfolio operating plans, and active exit preparation.
Combines operational rigor with private equity value-creation, prioritizing control or meaningful governance positions in software and healthcare services businesses where EBITDA improvement and strategic M&A can accelerate growth. Focuses on buyouts and growth equity with a 3–7 year value horizon, disciplined leverage, and milestone-driven KPIs. Underwrites deals for scalable margin expansion, repeatable product-led adoption or service consolidation, and prefers leadership alignment, hands-on portfolio operating plans, and active exit preparation.
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:
2.15%
Gain -0.53%
Monthly
0.08%
Yearly
0.93%
Drawdown
7.96%
$5.4B
Equity
Holdings
$5.4B
Investment
$5.44B
-$6.08M
Profit -$16.3M
Realized
$32.63M
Unrealized
-$38.71M
Dividends
$261.17M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$16.3M
Win %
34%
This Week
Compared To Last Week
Gain
-0.45%
Profit
-$24.18M
Win %
34%
This Month
Compared to last month
Gain
0.18%
Profit
$9.67M
Win %
34%
This Year
Compared to last year
Gain
-2.51%
Profit
-$139.3M
Win %
35%
IGF iShares Global Infrastructure ETF
+0.65%
+$1.05M 
TDW Tidewater Inc.
+0.41%
+$38,940.53 
BOW Bowhead Specialty Holdings Inc.
+0.35%
+$564,099.31 
XLRE The Real Estate Select Sector SPDR Fund
+0.04%
+$38,246.42 
IWP iShares Russell Mid-Cap Growth ETF
-2.5%
-$2.49M 
IWV ISHARES RUSSELL 3000 ETF
-1.2%
-$8.5M 
VOO Vanguard S&P 500 ETF
-1.12%
-$1.73M 
JNK SPDR Bloomberg High Yield Bond ETF
-0.4%
-$2.1M 
HYD VanEck High Yield Muni ETF
-0.32%
-$252,077.12 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.26%
-$41,958 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.18%
-$701,181.32 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.12%
-$585,208.72 
BHYB Xtrackers U.S. HY BB-B ex Financials ETF
-0.06%
-$1.59M Events
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Dividends
Dividend Analysis
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| Trades 73 | Longs Won 39/73 53% | Profit Factor 0.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.87M |
| Average Win $3.96M | Best Trade (Oct 14) $39.82M | Sharpe Ratio -14.86 |
| Average Loss -$4.72M | Worst Trade (Oct 15) -$25.26M | Z-Score -3.28 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy -$83,348.22 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 13.84P% | 765.92B% | 2.48B% | 42.39M% | 1.81M% | 137,144.31% | 15,505.25% | 2,346.45% | 443.67% |
| Consecutive Losing Trades | 1,145 | 1,031 | 916 | 802 | 687 | 573 | 458 | 344 | 229 | 115 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BHYB Xtrackers U.S. HY BB-B ex Financials ETF | 48.11M | $2.6B | $2.52B | - | -$78.78M | -3.03% | -0.063% |
| BOW Bowhead Specialty Holdings Inc. | 4.7M | $134.74M | $160.44M | - | $25.69M | 19.07% | +0.353% |
| HYD VanEck High Yield Muni ETF | 1.63M | $82.18M | $79.14M | - | -$3.04M | -3.7% | -0.317% |
| IGF iShares Global Infrastructure ETF | 2.54M | $169.59M | $161.46M | - | -$8.13M | -4.79% | +0.654% |
| IWP iShares Russell Mid-Cap Growth ETF | 723,817 | $86.57M | $96.99M | - | $10.42M | 12.03% | -2.499% |
| IWV ISHARES RUSSELL 3000 ETF | 1.63M | $650.08M | $702.29M | - | $52.21M | 8.03% | -1.196% |
| JNK SPDR Bloomberg High Yield Bond ETF | 5.68M | $548.43M | $524.39M | - | -$24.04M | -4.38% | -0.399% |
| LQD iShares iBoxx $ Investment Grade Corporate Bond ETF | 155,400 | $17.11M | $16.04M | - | -$1.07M | -6.26% | -0.261% |
| SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF | 14.63M | $492.02M | $474.46M | - | -$17.56M | -3.57% | -0.123% |
| TDW Tidewater Inc. | 119,817 | $11.41M | $9.53M | - | -$1.88M | -16.5% | +0.41% |
| VCIT Vanguard Intermediate-Term Corporate Bond Fund | 5.01M | $415.45M | $394.97M | - | -$20.48M | -4.93% | -0.177% |
| VOO Vanguard S&P 500 ETF | 217,810 | $124.05M | $152.79M | - | $28.75M | 23.17% | -1.118% |
| XLRE The Real Estate Select Sector SPDR Fund | 2.55M | $107.89M | $107.1M | - | -$788,587.47 | -0.73% | +0.036% |
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FAQ
Which stocks have generated the highest profits for David Graham?
The largest contributions to the portfolio's profits come from the following stocks: Xtrackers U.S. HY BB-B ex Financials ETF - $167.06M, Vanguard Intermediate-Term Corporate Bond Fund - $22.2M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $20.35M, Xtrackers Low Beta High Yield Bond ETF - $19.83M, and SPDR Bloomberg High Yield Bond ETF - $16.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does David Graham's portfolio generate?
The portfolio generates substantial dividend income, with a total of $261.17M earned over time. The largest contributors to dividend income include Xtrackers U.S. HY BB-B ex Financials ETF - $167.06M, SPDR Portfolio Intermediate Term Corporate Bond ETF - $20.14M, Vanguard Intermediate-Term Corporate Bond Fund - $16.96M, SPDR Bloomberg High Yield Bond ETF - $16.92M, and Xtrackers Low Beta High Yield Bond ETF - $15.32M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Graham's monthly returns?
David Graham'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 David Graham's strategy be considered aggressive or moderate?
David Graham'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 David Graham's strategy?
David Graham's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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