EM
Eric Malden Portfolio
Invests via Shearwater Capital LLC | Managed by Eric Malden
Invests via Shearwater Capital LLC
Managed by Eric Malden
Automatically Tracked
Eric Malden Profile
With a robust background in technology and finance, Eric Malden has made significant contributions as a venture builder. His career trajectory spans from founding innovative startups to leading strategic initiatives within established enterprises. Focused on harnessing emerging technologies, he drives market expansion efforts that yield impactful results across diverse sectors. His expertise also extends to advising on investment opportunities that bridge traditional finance with cutting-edge solutions. Malden's involvement in fostering entrepreneurial ecosystems enhances collaboration between startups and investors, making him a pivotal figure in the contemporary business landscape.
With a robust background in technology and finance, Eric Malden has made significant contributions as a venture builder. His career trajectory spans from founding innovative startups to leading strategic initiatives within established enterprises. Focused on harnessing emerging technologies, he drives market expansion efforts that yield impactful results across diverse sectors. His expertise also extends to advising on investment opportunities that bridge traditional finance with cutting-edge solutions. Malden's involvement in fostering entrepreneurial ecosystems enhances collaboration between startups and investors, making him a pivotal figure in the contemporary business landscape.
Investment Philosophy & Strategy
The evolving landscape of technology investments presents a wealth of possibilities for those ready to adapt. Eric Malden emphasizes innovation as a catalyst for growth, leveraging his extensive experience in venture building and strategic leadership. His approach prioritizes emerging technologies that disrupt traditional markets, ensuring relevance in competitive sectors. By actively collaborating with startups, he fosters an ecosystem where investment opportunities flourish, and entrepreneurial endeavors receive the guidance needed to thrive. This unique focus on transformational potential allows him to identify high-impact ventures that not only promise attractive returns but also shape industry trajectories.
The evolving landscape of technology investments presents a wealth of possibilities for those ready to adapt. Eric Malden emphasizes innovation as a catalyst for growth, leveraging his extensive experience in venture building and strategic leadership. His approach prioritizes emerging technologies that disrupt traditional markets, ensuring relevance in competitive sectors. By actively collaborating with startups, he fosters an ecosystem where investment opportunities flourish, and entrepreneurial endeavors receive the guidance needed to thrive. This unique focus on transformational potential allows him to identify high-impact ventures that not only promise attractive returns but also shape industry trajectories.
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:
49.86%
Gain +0.49%
Monthly
0.44%
Yearly
5.44%
Drawdown
24.48%
$211.29M
Equity
Holdings
$211.29M
Investment
$161.88M
$50.41M
Profit +$1.17M
Realized
$997,375.94
Unrealized
$49.41M
Dividends
$9.21M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.49%
Profit
$1.17M
Win %
84%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.24M
Win %
84%
This Month
Compared to last month
Gain
-0.63%
Profit
-$1.33M
Win %
84%
This Year
Compared to last year
Gain
6.24%
Profit
$13.43M
Win %
84%
HUM Humana Inc.
+2.83%
+$16,584.15 
JPM JPMorgan Chase & Co.
+2.3%
+$10,129.67 
TSLA Tesla, Inc.
+1.88%
+$34,005.2 
BLK BlackRock, Inc.
+1.56%
+$4,448.22 
DE Deere & Company
+1.55%
+$6,117.28 
MAR Marriott International Inc. - Class A
+1.42%
+$6,237.6 
MCO Moody's Corporation
+1.37%
+$5,822.56 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$13,707.45 
STLD Steel Dynamics Inc.
+1.15%
+$23,404.11 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$15,682.68 
DOCU DocuSign Inc.
+1.08%
+$54,445.44 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$13,784.5 
V Visa Inc. Class A
+1.03%
+$2,375.05 
DFAS Dimensional U.S. Small Cap ETF
+1%
+$18,777.6 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$56,246.04 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,383.91 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$3,297.36 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$65,865.69 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$11,573.9 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$10,683.27 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$35,064.55 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$511,175.7 
DFGR Dimensional Global Real Estate ETF
+0.68%
+$4,963 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$2,320.64 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$2,028.74 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$1,929.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,425.52 
CMI Cummins Inc.
+0.59%
+$1,930 
DFIV Dimensional International Value ETF
+0.58%
+$111,305.35 
IVV iShares Core S&P 500 ETF
+0.58%
+$15,824.04 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,507.73 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$17,990.28 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,101.24 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$10,826.34 
DFEV Dimensional Emerging Markets Value ETF
+0.47%
+$1,393.4 
GOOG Alphabet Inc
+0.46%
+$5,010.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$6,112.98 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$140,065.13 
NET Cloudflare Inc.
+0.41%
+$980.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$2,106.5 
DFAI Dimensional International Core Equity Market ETF
+0.4%
+$12,286.4 
DUHP Dimensional US High Profitability ETF
+0.39%
+$2,651.84 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.36%
+$12,119.1 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$697.8 
SCHF Schwab International Equity ETF
+0.29%
+$1,066.24 
FANG Diamondback Energy Inc
+0.29%
+$573.1 
XOM Exxon Mobil Corporation
+0.28%
+$709.71 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$621.6 
VUG Vanguard Growth ETF
+0.22%
+$543.78 
STE STERIS plc
+0.15%
+$525.14 
NVDA NVIDIA Corporation
+0.14%
+$1,918.2 
MSFT Microsoft Corp.
+0.1%
+$218 
GLD SPDR Gold Shares
+0.06%
+$983.9 
ORCL Oracle Corporation
+0.05%
+$232.98 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$106.45 
DFCA Dimensional California Municipal Bond ETF
+0.01%
+$20.93 
ADBE Adobe Inc.
-6.71%
-$29,644.42 
AI C3.ai Inc.
-3.28%
-$24,892.12 
LMT Lockheed Martin Corporation
-1.53%
-$3,443.78 
AAPL Apple Inc.
-1.52%
-$12,492 
AMZN Amazon.com Inc
-1.23%
-$43,070.96 
BA Boeing Company
-1.13%
-$4,169.11 
AVGO Broadcom Inc.
-0.91%
-$3,031 
AFRM Affirm Holdings, Inc.
-0.48%
-$2,240 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,253.67 
DFGP Dimensional Global Core Fixed Income Fund
-0.11%
-$1,030.38 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$1,536.03 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$882.32 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$127.42 
DFIP Dimensional Inflation-Protected Securities ETF
-0.01%
-$216.95 Events
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Dividends
Dividend Analysis
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| Trades 463 | Longs Won 325/463 70% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $202,432.65 | Best Trade (Jun 12) $22.14M | Sharpe Ratio -14.45 |
| Average Loss -$111,451.59 | Worst Trade (Jun 12) -$12.21M | Z-Score 10.99 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 3d | Expectancy $108,877.52 |
| 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% | 0.18% | 5% |
| Consecutive Losing Trades | 1,898 | 1,708 | 1,518 | 1,328 | 1,139 | 949 | 759 | 569 | 380 | 190 |
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Returns
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