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:
91.95%
Gain +0.99%
Monthly
0.78%
Yearly
9.74%
Drawdown
23.81%
$213.96M
Equity
Holdings
$213.96M
Investment
$161.66M
$53.93M
Profit +$1.37M
Realized
$1.63M
Unrealized
$52.3M
Dividends
$10.99M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.99%
Profit
$1.37M
Win %
69%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$2.49M
Win %
69%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.16M
Win %
69%
This Year
Compared to last year
Gain
2.31%
Profit
$4.82M
Win %
69%
TSLA Tesla, Inc.
+5.45%
+$87,232.7 
AVGO Broadcom Inc.
+2.83%
+$8,279 
ORCL Oracle Corporation
+2.52%
+$10,039.8 
CMI Cummins Inc.
+2.37%
+$6,125 
STLD Steel Dynamics Inc.
+2%
+$32,955.32 
NVDA NVIDIA Corporation
+1.89%
+$28,245.92 
GOOG Alphabet Inc
+1.21%
+$12,330.22 
DE Deere & Company
+1.2%
+$5,556.76 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+1.17%
+$43,831.36 
DFEV Dimensional Emerging Markets Value ETF
+1.16%
+$2,603.86 
DFAS Dimensional U.S. Small Cap ETF
+1.11%
+$20,303.28 
DFAE Dimensional Emerging Core Equity Market ETF
+1.07%
+$14,267.4 
QQQ Invesco QQQ Trust, Series 1
+1.04%
+$4,004.14 
MAR Marriott International Inc. - Class A
+1.03%
+$4,044.33 
DIHP Dimensional International High Profitability Portfolio
+1.02%
+$2,372.52 
SCHA Schwab U.S. Small-Cap ETF
+0.99%
+$12,903.48 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.95%
+$322,269.5 
SCHF Schwab International Equity ETF
+0.94%
+$3,398.64 
SCHM Schwab U.S. Mid-Cap ETF
+0.93%
+$11,608 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.93%
+$5,055.6 
DFSV Dimensional US Small Cap Value ETF
+0.88%
+$11,223.5 
AMZN Amazon.com Inc
+0.87%
+$30,914.85 
DFAT Dimensional US Targeted Value ETF
+0.85%
+$46,803.27 
XLI Industrial Select Sector SPDR Fund
+0.82%
+$2,616.48 
DFAI Dimensional International Core Equity Market ETF
+0.73%
+$22,340.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.72%
+$4,221.44 
DFUS Dimensional U.S. Equity Market ETF
+0.72%
+$20,725.8 
NET Cloudflare Inc.
+0.7%
+$2,542.8 
SCHX Schwab U.S. Large-Cap ETF
+0.68%
+$15,767.79 
HUM Humana Inc.
+0.68%
+$4,078.59 
DFAU Dimensional US Core Equity Market ETF
+0.68%
+$2,209.87 
AI C3.ai Inc.
+0.68%
+$5,311.95 
IVV iShares Core S&P 500 ETF
+0.66%
+$17,926.92 
VOO Vanguard S&P 500 ETF
+0.65%
+$5,250.93 
DFIS Dimensional International Small Cap ETF
+0.64%
+$2,814.97 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.64%
+$488,306.46 
AAPL Apple Inc.
+0.6%
+$4,868.35 
DFUV Dimensional US Marketwide Value ETF
+0.53%
+$35,739.89 
SCHV Schwab U.S. Large-Cap Value ETF
+0.48%
+$1,599.72 
DFIV Dimensional International Value ETF
+0.47%
+$89,044.28 
SCHE Schwab Emerging Markets Equity ETF
+0.47%
+$957.1 
DFCA Dimensional California Municipal Bond ETF
+0.45%
+$1,012.43 
DFNM Dimensional National Municipal Bond ETF
+0.41%
+$7,560.29 
EFV iShares MSCI EAFE Value ETF
+0.41%
+$927.36 
DISV Dimensional International Small Cap Equity Fund
+0.35%
+$6,295.35 
DUHP Dimensional US High Profitability ETF
+0.33%
+$2,320.36 
BRK-B Berkshire Hathaway Inc.
+0.32%
+$16,956.54 
AFRM Affirm Holdings, Inc.
+0.25%
+$1,220.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.21%
+$2,797.69 
DFGR Dimensional Global Real Estate ETF
+0.19%
+$1,392.25 
BRK-A Berkshire Hathaway Inc.
+0.17%
+$1,296.04 
XOM Exxon Mobil Corporation
+0.01%
+$17.31 
DFGP Dimensional Global Core Fixed Income Fund
0%
+$7.59 
MCO Moody's Corporation
-1.86%
-$8,030.11 
ADBE Adobe Inc.
-1.56%
-$7,589.03 
DOCU DocuSign Inc.
-1.07%
-$84,503.86 
GLD SPDR Gold Shares
-0.91%
-$14,887.44 
STE STERIS plc
-0.69%
-$2,430.89 
JPM JPMorgan Chase & Co.
-0.65%
-$3,028.01 
BA Boeing Company
-0.3%
-$672.8 
SCHP Schwab U.S. TIPS ETF
-0.14%
-$745.15 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$1,048.9 
DFIP Dimensional Inflation-Protected Securities ETF
-0.06%
-$991.15 
DFCF Dimensional Core Fixed Income ETF
-0.04%
-$509.82 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.03%
-$106.35 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 498 | Longs Won 309/498 62% | Profit Factor 5.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.22M |
| Average Win $216,644.98 | Best Trade (Aug 13) $24.86M | Sharpe Ratio -11.84 |
| Average Loss -$68,852.19 | Worst Trade (Aug 02) -$10.96M | Z-Score 4.38 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3d | Expectancy $108,293.64 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% | 3.84% |
| Consecutive Losing Trades | 3,106 | 2,795 | 2,484 | 2,174 | 1,863 | 1,553 | 1,242 | 932 | 621 | 311 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,465 | $514,473.55 | $819,107.17 | - | $304,633.62 | 59.21% | +0.598% |
| ADBE Adobe Inc. | 2,016 | $1.11M | $478,831.45 | - | -$632,611.47 | -56.92% | -1.56% |
| AFRM Affirm Holdings, Inc. | 7,000 | $343,980 | $494,230.8 | - | $150,250.8 | 43.68% | +0.248% |
| AI C3.ai Inc. | 70,826 | $2.13M | $792,188.81 | - | -$1.34M | -62.89% | +0.675% |
| AMZN Amazon.com Inc | 14,379 | $2.41M | $3.6M | - | $1.19M | 49.27% | +0.866% |
| AVGO Broadcom Inc. | 850 | $234,844.26 | $300,373 | - | $65,528.74 | 27.9% | +2.834% |
| BA Boeing Company | 1,160 | $230,874.8 | $222,372 | - | -$8,502.8 | -3.68% | -0.302% |
| BRK-A Berkshire Hathaway Inc. | 1 | $718,140 | $753,041.04 | - | $34,901.04 | 4.86% | +0.172% |
| BRK-B Berkshire Hathaway Inc. | 10,467 | $5.05M | $5.26M | - | $205,181.69 | 4.06% | +0.324% |
| CMI Cummins Inc. | 500 | $269,010 | $264,625 | - | -$4,385 | -1.63% | +2.369% |
| DE Deere & Company | 692 | $237,651.36 | $467,300.68 | - | $229,649.32 | 96.63% | +1.203% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.71M | $49.69M | $77.01M | - | $27.32M | 54.98% | +0.638% |
| DFAE Dimensional Emerging Core Equity Market ETF | 33,970 | $865,484.29 | $1.35M | - | $485,162.91 | 56.06% | +1.068% |
| DFAI Dimensional International Core Equity Market ETF | 74,469 | $1.92M | $3.08M | - | $1.16M | 60.66% | +0.731% |
| DFAS Dimensional U.S. Small Cap ETF | 23,472 | $1.41M | $1.85M | - | $442,545.2 | 31.43% | +1.109% |
| DFAT Dimensional US Targeted Value ETF | 82,111 | $3.9M | $5.56M | - | $1.66M | 42.5% | +0.849% |
| DFAU Dimensional US Core Equity Market ETF | 6,225 | $179,093.25 | $329,084.62 | - | $149,991.37 | 83.75% | +0.676% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 920,770 | $24.03M | $34.23M | - | $10.2M | 42.45% | +0.951% |
| DFCA Dimensional California Municipal Bond ETF | 4,709 | $234,911.01 | $226,008.45 | - | -$8,902.56 | -3.79% | +0.45% |
| DFCF Dimensional Core Fixed Income ETF | 33,988 | $1.46M | $1.37M | - | -$96,449 | -6.6% | -0.037% |
No 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
FAQ
Which stocks have generated the highest profits for Eric Malden?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $3.08M, Dimensional World ex U.S. Core Equity 2 ETF - $2.68M, Dimensional International Value ETF - $2.43M, Dimensional US Marketwide Value ETF - $863,266.38, and NVIDIA Corporation - $679,659.3. 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: DocuSign Inc - $132,873, Lockheed Martin Corporation - $37,415.32, Schwab U.S. REIT ETF - $24,401.99, Vanguard Short-Term Corporate Bond ETF - $18,249.99, and Diamondback Energy Inc - $15,192.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric Malden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.99M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.89M, Dimensional World ex U.S. Core Equity 2 ETF - $2.74M, Dimensional International Value ETF - $2.24M, Dimensional US Marketwide Value ETF - $415,904.17, and Dimensional US Targeted Value ETF - $315,579.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric Malden's monthly returns?
Eric Malden's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Eric Malden's strategy be considered aggressive or moderate?
Eric Malden's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Eric Malden's strategy?
Eric Malden'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.
