DQR
Dale Q. Rice Portfolio
Invests via Dale Q Rice Investment Management Ltd. | Managed by Dale Q. Rice
Invests via Dale Q Rice Investment Management Ltd.
Managed by Dale Q. Rice
Automatically Tracked
Sources and structures control-oriented growth equity and buyout transactions in software and healthcare, working with management teams to scale sales channels and optimize unit economics. Dale Q. Rice brings prior operating experience in corporate development and strategy, plus buy-side analytical work across LBOs and PIPEs, and holds degrees in finance and business from leading institutions. Regularly advises boards on capital structure and exit planning.
Sources and structures control-oriented growth equity and buyout transactions in software and healthcare, working with management teams to scale sales channels and optimize unit economics. Dale Q. Rice brings prior operating experience in corporate development and strategy, plus buy-side analytical work across LBOs and PIPEs, and holds degrees in finance and business from leading institutions. Regularly advises boards on capital structure and exit planning.
Investment Philosophy & Strategy
Focuses on control-oriented growth equity and buyout investments in software and healthcare, prioritizing scalable revenue models and defensible unit economics. Prefers minority-to-control structures that align management incentives with active governance, using operational playbooks to expand sales channels and tighten margins. Underwrites deals with a bottoms-up financial model, conservative leverage assumptions, and clear exit pathways via strategic sale or IPO. Time horizon is 3–7 years with disciplined portfolio construction, regular board engagement, and capital structure optimization to preserve optionality and downside protection.
Focuses on control-oriented growth equity and buyout investments in software and healthcare, prioritizing scalable revenue models and defensible unit economics. Prefers minority-to-control structures that align management incentives with active governance, using operational playbooks to expand sales channels and tighten margins. Underwrites deals with a bottoms-up financial model, conservative leverage assumptions, and clear exit pathways via strategic sale or IPO. Time horizon is 3–7 years with disciplined portfolio construction, regular board engagement, and capital structure optimization to preserve optionality and downside protection.
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:
-0.14%
Gain
Monthly
-0.01%
Yearly
-0.09%
Drawdown
29.79%
$176.92M
Equity
Holdings
$176.92M
Investment
$115.47M
$61.09M
Profit -$4.56M
Realized
-$359,311.99
Unrealized
$61.45M
Dividends
$1.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$4.56M
Win %
86%
This Week
Compared To Last Week
Gain
-2.21%
Profit
-$3.99M
Win %
86%
This Month
Compared to last month
Gain
-4.87%
Profit
-$9.05M
Win %
86%
This Year
Compared to last year
Gain
34.02%
Profit
$44.91M
Win %
85%
IHI iShares U.S. Medical Devices ETF
+4.65%
+$63,391.68 
SYK Stryker Corporation
+4.64%
+$11,964.2 
MRK Merck & Co., Inc.
+3.29%
+$16,125.85 
COST Costco Wholesale Corporation
+3.17%
+$15,589.11 
MA Mastercard Incorporated
+3.05%
+$46,471.3 
DIG ProShares Ultra Energy ETF
+2.26%
+$19,420 
SCHD Schwab U.S. Dividend Equity ETF
+2.13%
+$15,734.76 
DVY iShares Select Dividend ETF
+1.78%
+$17,832.45 
AAPL Apple Inc.
+1.76%
+$607,224.96 
DE Deere & Company
+1.59%
+$10,653.93 
HIG The Hartford Insurance Group, Inc.
+1.59%
+$4,708 
BX Blackstone Inc.
+1.52%
+$9,238.91 
MSFT Microsoft Corp.
+1.38%
+$21,847.22 
RFV Invesco S&P MidCap 400 Pure Value ETF
+1.34%
+$5,652.62 
CVX Chevron Corporation
+1.26%
+$4,646.64 
XOM Exxon Mobil Corporation
+1%
+$2,470.95 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$8,189.88 
BRK-B Berkshire Hathaway Inc.
+0.97%
+$30,563.12 
RPV Invesco S&P 500 Pure Value ETF
+0.79%
+$2,876.49 
EOG EOG Resources, Inc.
+0.73%
+$1,490 
SCDGX DWS Core Equity Fund - Class S
+0.7%
+$3,877.98 
IJR iShares Core S&P Small-Cap ETF
+0.68%
+$4,322.34 
VWNDX Vanguard Windsor Fund Investor Shares
+0.67%
+$3,639.68 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.52%
+$3,965.44 
IJH iShares Core S&P Mid-Cap ETF
+0.51%
+$11,935.77 
PLTR Palantir Technologies Inc.
+0.51%
+$3,932.44 
SWPPX Schwab S&P 500 Index Fund
+0.41%
+$1,933.2 
IYJ iShares U.S. Industrials ETF
+0.28%
+$903.6 
XSW SPDR S&P Software & Services ETF
+0.26%
+$1,690.08 
MGM MGM Resorts International
+0.11%
+$396.75 
808515548
0%
$0 
SWVXX Schwab Value Advantage Money Fund
0%
$0 
RKLB Rocket Lab Corporation
-11.61%
-$98,199.6 
USD ProShares Ultra Semiconductors
-7.8%
-$3.22M 
XSD SPDR S&P Semiconductor ETF
-5.91%
-$288,389.44 
INTC Intel Corporation
-5.84%
-$27,964.53 
AVGO Broadcom Inc.
-5.03%
-$16,002.81 
TQQQ ProShares UltraPro QQQ
-4.97%
-$29,995.9 
ROM ProShares Ultra Technology ETF
-4.64%
-$94,250 
SOXX iShares Semiconductor ETF
-4.46%
-$23,754.43 
GOOGL Alphabet Inc
-4.44%
-$245,122.32 
GOOG Alphabet Inc
-4.43%
-$55,907.6 
LRCX Lam Research Corporation
-4.31%
-$99,669.36 
CAT Caterpillar Inc.
-4%
-$41,790.32 
SMH VanEck Semiconductor ETF
-3.7%
-$11,908.25 
QLD ProShares Ultra QQQ
-3.24%
-$736,375.86 
FXL First Trust Technology AlphaDEX Fund
-2.48%
-$13,640.8 
NVDA NVIDIA Corporation
-2.4%
-$83,543.1 
IYW iShares U.S. Technology ETF
-2.3%
-$63,923.45 
XLK State Street Technology Select Sector SPDR ETF
-2.24%
-$26,759.46 
AMZN Amazon.com Inc
-1.99%
-$31,043.61 
CSCO Cisco Systems, Inc.
-1.89%
-$7,657.19 
BA Boeing Company
-1.74%
-$7,206.64 
QQQ Invesco QQQ Trust, Series 1
-1.64%
-$163,760.4 
HLT Hilton Worldwide Holdings Inc.
-1.61%
-$5,903.35 
CRWD CrowdStrike Holdings, Inc.
-1.46%
-$6,272.84 
FV First Trust Dorsey Wright Focus 5 ETF
-1.38%
-$4,728.98 
SSO ProShares Ultra S&P500
-1.17%
-$3,742.4 
JPM JPMorgan Chase & Co.
-1.1%
-$3,793.25 
TMFC Motley Fool 100 Index ETF
-1.08%
-$20,298.59 
TSLA Tesla, Inc.
-0.83%
-$28,409.15 
SPY SPDR S&P 500 ETF Trust
-0.52%
-$40,128.05 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.22%
-$1,015.57 
BOOT Boot Barn Holdings, Inc.
-0.21%
-$1,165.23 
IBB iShares Biotechnology ETF
-0.2%
-$911.43 
RFG Invesco S&P MidCap 400 Pure Growth ETF
-0.11%
-$644.09 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$70.92 
PANW Palo Alto Networks, Inc.
-0.01%
-$59.31 Events
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Dividends
Dividend Analysis
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| Trades 344 | Longs Won 238/344 69% | Profit Factor 8.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.39M |
| Average Win $291,722.48 | Best Trade (Jul 13) $27.14M | Sharpe Ratio -9.92 |
| Average Loss -$78,676.93 | Worst Trade (Jun 30) -$3.14M | Z-Score 3.53 (99.96%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $177,587.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 2,247 | 2,022 | 1,798 | 1,573 | 1,348 | 1,124 | 899 | 674 | 449 | 225 |
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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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