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
Automatically Tracked
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:
32.74%
Gain +0.1%
Monthly
0.72%
Yearly
8.98%
Drawdown
17.57%
$108.51M
Equity
Holdings
$108.51M
Investment
$77.54M
$47.01M
Profit -$91,971.48
Realized
$16.03M
Unrealized
$30.97M
Dividends
$14.35M
Goals
Avg. 59% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.1%
Profit
-$91,971.48
Win %
90%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$91,971.48
Win %
90%
This Month
Compared to last month
Gain
-1.89%
Profit
-$2.09M
Win %
90%
This Year
Compared to last year
Gain
0.9%
Profit
$963,142.24
Win %
81%
BATRK Atlanta Braves Holdings, Inc.
+2.56%
+$56,358.34 
CNNE Cannae Holdings Inc.
+2.4%
+$177,822 
CME CME Group Inc.
+1.86%
+$199,680 
MANU Manchester United plc
+1.52%
+$61,000 
IBB iShares Biotechnology ETF
+0.89%
+$63,521.95 
GXC SPDR S&P China ETF
+0.77%
+$11,222.5 
BLDR Builders FirstSource, Inc.
+0.29%
+$16,975 
KRE SPDR S&P Regional Banking ETF
+0.26%
+$12,066.9 
OCSL Oaktree Specialty Lending Corporation
+0.12%
+$2,585.52 
IWC iShares Micro-Cap ETF
+0.09%
+$6,369.3 
EWY iShares MSCI South Korea ETF
-5.97%
-$227,146.85 
EWT iShares MSCI Taiwan ETF
-3.09%
-$94,102.05 
SAFE Safehold Inc.
-1.5%
-$62,470.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$130,482 
VWO Vanguard FTSE Emerging Markets ETF
-1.13%
-$86,788.4 
EWZ iShares MSCI Brazil ETF
-1.01%
-$31,300.5 
EWJ iShares MSCI Japan ETF
-0.8%
-$15,879 
EWW iShares MSCI Mexico ETF
-0.7%
-$22,180.5 
CRGY Crescent Energy Inc.
-0.41%
-$9,369.96 
VB Vanguard Small-Cap ETF
-0.3%
-$9,743.85 
IVE ISHARES S&P 500 VALUE ETF
-0.09%
-$10,900.05 Events
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Dividends
Dividend Analysis
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| Trades 87 | Longs Won 56/87 64% | Profit Factor 4.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.57M |
| Average Win $1.11M | Best Trade (Dec 30) $9.95M | Sharpe Ratio -8.84 |
| Average Loss -$493,088.98 | Worst Trade (Sep 10) -$3.01M | Z-Score -0.1 (7.65%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $540,307.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.71% |
| Consecutive Losing Trades | 220 | 198 | 176 | 154 | 132 | 110 | 88 | 66 | 44 | 22 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| BATRK Atlanta Braves Holdings, Inc. | 45,130 | $1.93M | $2.26M | - | $333,456.54 | 17.3% | +2.557% |
| BLDR Builders FirstSource, Inc. | 97,000 | $8.68M | $5.87M | - | -$2.81M | -32.34% | +0.29% |
| CME CME Group Inc. | 39,000 | $8.61M | $10.95M | - | $2.33M | 27.09% | +1.858% |
| CNNE Cannae Holdings Inc. | 480,600 | $5.46M | $7.58M | - | $2.12M | 38.79% | +2.401% |
| CRGY Crescent Energy Inc. | 156,166 | $1.87M | $2.28M | - | $407,593.6 | 21.77% | -0.409% |
| EWJ iShares MSCI Japan ETF | 20,100 | $1.21M | $1.97M | - | $753,348 | 62.17% | -0.802% |
| EWT iShares MSCI Taiwan ETF | 27,435 | $1.22M | $2.95M | - | $1.73M | 141.26% | -3.093% |
| EWW iShares MSCI Mexico ETF | 41,850 | $2.44M | $3.13M | - | $695,546.5 | 28.54% | -0.703% |
| EWY iShares MSCI South Korea ETF | 20,155 | $1.19M | $3.58M | - | $2.39M | 201.07% | -5.972% |
| EWZ iShares MSCI Brazil ETF | 81,300 | $2.49M | $3.07M | - | $580,075.5 | 23.26% | -1.008% |
| GXC SPDR S&P China ETF | 16,750 | $1.14M | $1.48M | - | $337,177.5 | 29.55% | +0.765% |
| IBB iShares Biotechnology ETF | 35,095 | $4.61M | $7.19M | - | $2.58M | 55.94% | +0.892% |
| IVE ISHARES S&P 500 VALUE ETF | 51,905 | $7.53M | $12.2M | - | $4.67M | 62.07% | -0.089% |
| IWC iShares Micro-Cap ETF | 35,385 | $3.54M | $6.76M | - | $3.22M | 90.83% | +0.094% |
| KRE SPDR S&P Regional Banking ETF | 63,510 | $2.65M | $4.71M | - | $2.05M | 77.38% | +0.257% |
| MANU Manchester United plc | 200,000 | $2.62M | $4.07M | - | $1.45M | 55.5% | +1.521% |
| OCSL Oaktree Specialty Lending Corporation | 170,100 | $1.92M | $2.16M | - | $235,622.52 | 12.26% | +0.12% |
| SAFE Safehold Inc. | 297,477 | $4.63M | $4.11M | - | -$517,609.86 | -11.18% | -1.497% |
| VB Vanguard Small-Cap ETF | 11,010 | $2.08M | $3.22M | - | $1.14M | 54.74% | -0.302% |
| VEA VANGUARD FTSE DEVELOPED MARKETS ETF | 158,160 | $6.73M | $11.37M | - | $4.63M | 68.78% | -1.135% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for David Cohen?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Gold Miners ETF - $10.19M, iShares Core S&P 500 ETF - $3.9M, AvalonBay Communities, Inc - $3.24M, DigitalBridge Group Inc - $3.05M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $2.66M. 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: Vail Resorts, Inc - $3.06M, UnitedHealth Group Incorporated - $1.65M, Compass Minerals International Inc - $1.56M, Alexandria Real Estate Equities, Inc - $1.41M, and Talos Energy Inc - $691,911. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Cohen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.35M earned over time. The largest contributors to dividend income include iShares iBoxx $ High Yield Corporate Bond ETF - $1.54M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.47M, Invesco Senior Loan ETF - $1.42M, Vail Resorts, Inc - $1.37M, and Vanguard FTSE Emerging Markets ETF - $876,303.39. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Cohen's monthly returns?
David Cohen's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can David Cohen's strategy be considered aggressive or moderate?
David Cohen's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow David Cohen's strategy?
David Cohen's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
