DC
David Cohen Portfolio
Invests via Michelson Medical Research Foundation Inc. | Managed by David Cohen
Invests via Michelson Medical Research Foundation Inc.
Managed by David Cohen
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David Cohen Profile
With a distinguished background in entrepreneurship, David Cohen has significantly impacted the technology landscape as an influential founder and leader. He co-founded Techstars, a global startup accelerator that empowers emerging companies by providing mentorship and access to capital. His hands-on experience in nurturing startups positions him as a key figure in fostering innovation within the entrepreneurial ecosystem. Beyond mentoring, he actively engages with investors and industry leaders to facilitate valuable connections for fledgling businesses, ensuring their sustainable growth. Cohen's commitment to transforming ideas into scalable ventures has established him as a pivotal player in both venture development and business expansion.
With a distinguished background in entrepreneurship, David Cohen has significantly impacted the technology landscape as an influential founder and leader. He co-founded Techstars, a global startup accelerator that empowers emerging companies by providing mentorship and access to capital. His hands-on experience in nurturing startups positions him as a key figure in fostering innovation within the entrepreneurial ecosystem. Beyond mentoring, he actively engages with investors and industry leaders to facilitate valuable connections for fledgling businesses, ensuring their sustainable growth. Cohen's commitment to transforming ideas into scalable ventures has established him as a pivotal player in both venture development and business expansion.
Investment Philosophy & Strategy
In the rapidly evolving tech sector, David Cohen excels at identifying transformative startup opportunities. His approach combines keen market insight with an entrepreneurial mindset, fostering innovation and scalability. By leveraging his extensive network, he effectively connects budding ventures with vital resources and mentorship necessary for sustainable growth. This dynamic strategy emphasizes not just capital infusion but also operational guidance tailored to each startup's unique challenges. Through hands-on engagement in venture development, a strong focus on mentoring future leaders emerges as a hallmark of his investment philosophy.
In the rapidly evolving tech sector, David Cohen excels at identifying transformative startup opportunities. His approach combines keen market insight with an entrepreneurial mindset, fostering innovation and scalability. By leveraging his extensive network, he effectively connects budding ventures with vital resources and mentorship necessary for sustainable growth. This dynamic strategy emphasizes not just capital infusion but also operational guidance tailored to each startup's unique challenges. Through hands-on engagement in venture development, a strong focus on mentoring future leaders emerges as a hallmark of his investment philosophy.
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:
47.84%
Gain -0.02%
Monthly
1.02%
Yearly
12.97%
Drawdown
18.21%
$113.82M
Equity
Holdings
$113.82M
Investment
$85.62M
$49.38M
Profit -$27,227.34
Realized
$21.18M
Unrealized
$28.2M
Dividends
$13.39M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.02%
Profit
-$27,227.34
Win %
82%
This Week
Compared To Last Week
Gain
-0.02%
Profit
-$27,227.34
Win %
82%
This Month
Compared to last month
Gain
1.34%
Profit
$1.51M
Win %
82%
This Year
Compared to last year
Gain
0.45%
Profit
$2.21M
Win %
84%
KRE SPDR S&P Regional Banking ETF
+1.47%
+$67,320.6 
EWW iShares MSCI Mexico ETF
+1.46%
+$47,290.5 
GXC SPDR S&P China ETF
+0.91%
+$13,902.5 
IWC iShares Micro-Cap ETF
+0.87%
+$58,031.4 
CRGY Crescent Energy Inc.
+0.87%
+$15,616.6 
EWZ iShares MSCI Brazil ETF
+0.83%
+$23,576.84 
OCSL Oaktree Specialty Lending Corporation
+0.83%
+$17,010 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$57,433.76 
UNH UnitedHealth Group Incorporated
+0.73%
+$89,100 
VB Vanguard Small-Cap ETF
+0.7%
+$22,680.49 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$82,010.42 
EWJ iShares MSCI Japan ETF
+0.57%
+$10,653 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$37,958.4 
EWT iShares MSCI Taiwan ETF
+0.17%
+$4,663.95 
IBB iShares Biotechnology ETF
+0.1%
+$5,965.8 
SAFE
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 85 | Longs Won 49/85 57% | Profit Factor 6.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.49M |
| Average Win $1.19M | Best Trade (Dec 30) $9.95M | Sharpe Ratio -8.65 |
| Average Loss -$250,279.59 | Worst Trade (Jun 14) -$2.05M | Z-Score -1.79 (94.26%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 1d | Expectancy $580,934.84 |
| 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% | 0.2% |
| Consecutive Losing Trades | 455 | 409 | 364 | 318 | 273 | 227 | 182 | 136 | 91 | 45 |
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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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