David Dirks Portfolio
Invests via Plum Street Advisors LLC | Managed by David Dirks, James (Jamie) Osborn
Invests via Plum Street Advisors LLC
Managed by David Dirks, James (Jamie) Osborn
Automatically Tracked
Seasoned operator and early-stage investor focused on scaling B2B software and fintech businesses, with experience leading fundraising, go-to-market expansion, and M&A execution. David Dirks brings entrepreneurial credibility from founding and operating technology ventures, serves on several private company boards, and advises CEOs on growth strategy and capital formation. Investment activity emphasizes seed-to-Series A rounds, unit-economics-driven models, and repeatable revenue growth; commonly collaborates with growth-stage VCs and strategic acquirers to prepare companies for exits.
Seasoned operator and early-stage investor focused on scaling B2B software and fintech businesses, with experience leading fundraising, go-to-market expansion, and M&A execution. David Dirks brings entrepreneurial credibility from founding and operating technology ventures, serves on several private company boards, and advises CEOs on growth strategy and capital formation. Investment activity emphasizes seed-to-Series A rounds, unit-economics-driven models, and repeatable revenue growth; commonly collaborates with growth-stage VCs and strategic acquirers to prepare companies for exits.
Investment Philosophy & Strategy
Focuses on early-stage B2B software and fintech businesses, prioritizing seed-to-Series A investments that demonstrate repeatable revenue growth and clear unit economics. Uses operator experience to underwrite founders by evaluating go-to-market motion, unit-economics-driven customer acquisition, and path to sustainable margins. Capital allocation favors concentrated bets with active board-level support, quick execution on follow-on rounds, and strategic partnerships with growth VCs and acquirers. Horizon is multi-year, outcome-oriented, balancing growth with disciplined risk management.
Focuses on early-stage B2B software and fintech businesses, prioritizing seed-to-Series A investments that demonstrate repeatable revenue growth and clear unit economics. Uses operator experience to underwrite founders by evaluating go-to-market motion, unit-economics-driven customer acquisition, and path to sustainable margins. Capital allocation favors concentrated bets with active board-level support, quick execution on follow-on rounds, and strategic partnerships with growth VCs and acquirers. Horizon is multi-year, outcome-oriented, balancing growth with disciplined risk management.
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:
5.1%
Gain
Monthly
0.16%
Yearly
1.98%
Drawdown
28.48%
$309.12M
Equity
Holdings
$309.12M
Investment
$249.95M
$67.54M
Profit -$792,735.61
Realized
$8.37M
Unrealized
$59.16M
Dividends
$11.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$792,735.61
Win %
73%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$2.85M
Win %
73%
This Month
Compared to last month
Gain
-0.74%
Profit
-$2.31M
Win %
73%
This Year
Compared to last year
Gain
7.12%
Profit
$20.53M
Win %
74%
XOM Exxon Mobil Corporation
+1.63%
+$6,402.2 
P Everpure Inc.
+1.39%
+$8,315.35 
IAU iShares Gold Trust
+1.02%
+$82,293.56 
IAUM iShares Gold Trust Micro
+1%
+$2,921.38 
UI Ubiquiti Inc.
+0.76%
+$7,802 
LLY Eli Lilly and Company
+0.74%
+$10,474.82 
CIBR First Trust NASDAQ Cybersecurity ETF
+0.61%
+$1,837.36 
MCK McKesson Corporation
+0.53%
+$2,626.73 
JPM JPMorgan Chase & Co.
+0.5%
+$4,144.88 
BRK-A Berkshire Hathaway Inc.
+0.48%
+$3,545.83 
BRK-B Berkshire Hathaway Inc.
+0.25%
+$843.02 
VTV Vanguard Value ETF
+0.23%
+$43,265.34 
SCHP Schwab U.S. TIPS ETF
+0.23%
+$1,726.14 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.1%
+$7,239.76 
AGG iShares Core U.S. Aggregate Bond ETF
+0.1%
+$349.5 
BGRN iShares USD Green Bond ETF
+0.09%
+$1,877.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.09%
+$1,147.44 
BND Vanguard Total Bond Market Index Fund
+0.08%
+$1,595.71 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.07%
+$2,135.53 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.07%
+$17,976.04 
VUSB Vanguard Ultra-Short Bond ETF
+0.05%
+$1,113.33 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$997.92 
SHV iShares Short Treasury Bond ETF
+0.04%
+$357.9 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$670.56 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$1,516.72 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$362.72 
TAXX BondBloxx IR+M Tax-Aware Short Duration ETF
+0.02%
+$108.06 
98149E307
0%
$0 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
NFLX Netflix, Inc.
-7.36%
-$28,196.25 
MDB MongoDB Inc.
-3.06%
-$45,888.99 
MSFT Microsoft Corp.
-2.29%
-$28,301.94 
GOOG Alphabet Inc
-2.27%
-$9,054.57 
GOOGL Alphabet Inc
-2.27%
-$36,440.19 
CTAS Cintas Corporation
-1.98%
-$14,175.94 
VWO Vanguard FTSE Emerging Markets ETF
-1.6%
-$15,362.42 
TMO Thermo Fisher Scientific Inc.
-1.41%
-$8,606.3 
SCHE Schwab Emerging Markets Equity ETF
-1.39%
-$74,284.5 
VUG Vanguard Growth ETF
-1.2%
-$9,297.6 
NVDA NVIDIA Corporation
-1.11%
-$3,786.09 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.9%
-$3,371.43 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$12,518.47 
AAPL Apple Inc.
-0.88%
-$21,437.31 
QQQ Invesco QQQ Trust, Series 1
-0.87%
-$2,206.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.83%
-$5,716.64 
COST Costco Wholesale Corporation
-0.81%
-$6,791.4 
EMXF iShares ESG Aware MSCI EM ETF
-0.81%
-$10,518.56 
CRBN iShares MSCI ACWI Low Carbon Target ETF
-0.81%
-$7,791.14 
AMZN Amazon.com Inc
-0.75%
-$5,455.76 
IWN iShares Russell 2000 Value ETF
-0.73%
-$6,382.6 
FTCS First Trust Capital Strength ETF
-0.68%
-$2,810.65 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$3,927.84 
SCHX Schwab U.S. Large-Cap ETF
-0.62%
-$2,582.23 
IVV iShares Core S&P 500 ETF
-0.61%
-$29,573.27 
VOO Vanguard S&P 500 ETF
-0.6%
-$4,827.97 
SCHK Schwab 1000 Index ETF
-0.59%
-$154,987.91 
IWB iShares Russell 1000 ETF
-0.59%
-$18,256.48 
AVUV Avantis U.S. Small Cap Value ETF
-0.59%
-$47,218.66 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.58%
-$7,055.1 
CVIE Calvert International Responsible Index ETF
-0.58%
-$7,490.53 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$63,333.62 
SDG iShares MSCI Global Sustainable Development Goals ETF
-0.56%
-$2,494.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.55%
-$15,398.25 
ESGE iShares ESG Aware MSCI EM ETF
-0.55%
-$2,588.6 
AVEM Avantis Emerging Markets Equity ETF
-0.54%
-$14,512.82 
VOTE TCW Transform 500 ETF
-0.54%
-$16,226 
VEU Vanguard FTSE All-World ex-US ETF
-0.49%
-$3,210.03 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.47%
-$44,019.7 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$1,287.3 
AVDE Avantis International Equity ETF
-0.42%
-$16,441.46 
VB Vanguard Small-Cap ETF
-0.34%
-$60,581.29 
IWM iShares Russell 2000 ETF
-0.33%
-$6,493.55 
DFIC Dimensional International Core Equity Market ETF
-0.32%
-$41,744.52 
EFA iShares MSCI EAFE ETF
-0.32%
-$1,392.93 
IWR iShares Russell Mid-Cap ETF
-0.31%
-$5,733.76 
IWD iShares Russell 1000 Value ETF
-0.3%
-$1,414.76 
NULV Nuveen ESG Large-Cap Value ETF
-0.29%
-$11,622.75 
WMT Walmart Inc.
-0.28%
-$515.2 
IJH iShares Core S&P Mid-Cap ETF
-0.26%
-$1,199.4 
VIG Vanguard Dividend Appreciation ETF
-0.24%
-$713.64 
FSLR First Solar, Inc.
-0.22%
-$1,955.33 
IUSV iShares Core S&P U.S. Value ETF
-0.21%
-$538.32 
USEP Innovator U.S. Equity Ultra ETF
-0.2%
-$457.92 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.19%
-$19,883.16 
IVE ISHARES S&P 500 VALUE ETF
-0.17%
-$3,274.8 
TYL Tyler Technologies Inc.
-0.16%
-$733.38 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.14%
-$6,029.62 
SCHF Schwab International Equity ETF
-0.13%
-$5,578.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$11,711.9 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$2,417.64 
TAXM BondBloxx IR+M Tax-Aware ETF for Massachusetts Residents
-0.08%
-$574.24 
TXXI BondBloxx IR+M Tax-Aware Intermediate Duration ETF
-0.08%
-$429.24 
MUB iShares National Muni Bond ETF
-0.06%
-$1,774.5 
AVLV Avantis U.S. Large Cap Value ETF
-0.04%
-$1,191.02 
BNDX Vanguard Total International Bond ETF
-0.03%
-$2,216.76 
SOFI SoFi Technologies, Inc.
-0.03%
-$67.89 
ISHG iShares 3 Year International Treasury Bond ETF
-0.01%
-$1,039.19 Events
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Dividends
Dividend Analysis
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| Trades 679 | Longs Won 505/679 74% | Profit Factor 28.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $502,395.04 |
| Average Win $138,655.57 | Best Trade (Jul 15) $8.88M | Sharpe Ratio -11.1 |
| Average Loss -$14,284.33 | Worst Trade (Jul 15) -$319,048.98 | Z-Score 9.14 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $99,463.31 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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