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:
84.01%
Gain +5.35%
Monthly
0.86%
Yearly
10.82%
Drawdown
23.81%
$218.42M
Equity
Holdings
$218.42M
Investment
$161.66M
$58.39M
Profit +$7.33M
Realized
$1.63M
Unrealized
$56.76M
Dividends
$10.32M
Goals
Avg. 94.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
5.35%
Profit
$7.33M
Win %
76%
This Week
Compared To Last Week
Gain
3.59%
Profit
$7.57M
Win %
76%
This Month
Compared to last month
Gain
3.59%
Profit
$7.57M
Win %
76%
This Year
Compared to last year
Gain
4.44%
Profit
$9.29M
Win %
75%
AMZN Amazon.com Inc
+15.32%
+$518,794.18 
GOOG Alphabet Inc
+6.88%
+$69,759.89 
NVDA NVIDIA Corporation
+2.93%
+$36,949.46 
ORCL Oracle Corporation
+1.81%
+$6,664.35 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$7,353.6 
AI C3.ai Inc.
+1.21%
+$7,790.86 
ADBE Adobe Inc.
+1.01%
+$5,060.18 
DOCU DocuSign Inc.
+0.99%
+$61,251.12 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$1,745.29 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,749.2 
TSLA Tesla, Inc.
+0.76%
+$10,669.47 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,584.19 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$19,344.11 
IVV iShares Core S&P 500 ETF
+0.69%
+$18,247.68 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,299.92 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$14,692.89 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$1,743 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,010.88 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$5,774.9 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$15,081.76 
AVGO Broadcom Inc.
+0.37%
+$1,224 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$19,468.62 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$274,136.96 
JPM JPMorgan Chase & Co.
+0.27%
+$1,305.66 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$14,788.92 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
CMI Cummins Inc.
+0.19%
+$610.01 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$2,394.6 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$159.42 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$60,441.8 
AFRM Affirm Holdings, Inc.
-2.37%
-$12,180 
BA Boeing Company
-2.15%
-$5,521.59 
NET Cloudflare Inc.
-1.56%
-$4,586.4 
GLD SPDR Gold Shares
-1.49%
-$24,042.32 
STE STERIS plc
-1.22%
-$4,760.17 
DE Deere & Company
-1.13%
-$4,705.59 
XOM Exxon Mobil Corporation
-0.97%
-$2,648.43 
MCO Moody's Corporation
-0.81%
-$3,740.33 
HUM Humana Inc.
-0.76%
-$4,443.62 
MAR Marriott International Inc. - Class A
-0.71%
-$2,920.32 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$20,106.78 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$1,535.16 
SCHF Schwab International Equity ETF
-0.58%
-$2,132.48 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$1,246.14 
DFIS Dimensional International Small Cap ETF
-0.53%
-$2,325.41 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$9,233.18 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$4,176.75 
STLD Steel Dynamics Inc.
-0.49%
-$9,040.91 
DFIV Dimensional International Value ETF
-0.47%
-$92,469.06 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$5,161.39 
DFGP Dimensional Global Core Fixed Income Fund
-0.36%
-$3,643.39 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$2,925.23 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$4,078.56 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,823.14 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$899.28 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$3,264.75 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$73,661.6 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$3,286.1 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$9,032.21 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$638.7 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$1,784.07 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$164.81 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$212.7 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$795.82 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 498 | Longs Won 329/498 66% | Profit Factor 5.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $219,410.68 | Best Trade (Aug 10) $24.8M | Sharpe Ratio -11.84 |
| Average Loss -$81,617.93 | Worst Trade (Aug 02) -$10.96M | Z-Score 7.73 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 3d | Expectancy $117,254.38 |
| 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% | 0.13% | 4.33% |
| Consecutive Losing Trades | 2,674 | 2,406 | 2,139 | 1,872 | 1,604 | 1,337 | 1,070 | 802 | 535 | 267 |
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
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 - $2.92M, Dimensional World ex U.S. Core Equity 2 ETF - $2.48M, Dimensional International Value ETF - $2.33M, Dimensional US Marketwide Value ETF - $837,632.25, and NVIDIA Corporation - $678,041.55. 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 $10.32M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.73M, Dimensional World ex U.S. Core Equity 2 ETF - $2.53M, Dimensional International Value ETF - $2.14M, Dimensional US Marketwide Value ETF - $390,270.04, and Dimensional US Targeted Value ETF - $295,297.66. 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.
