David Ragan Portfolio
Invests via Grunden Financial Advisory, Inc. | Managed by David Ragan
Invests via Grunden Financial Advisory, Inc.
Managed by David Ragan
Automatically Tracked
David Ragan Profile
Former professional racing driver turned investor and entrepreneur David Ragan is known for leveraging sports-industry credibility into sponsorship-driven ventures and small-cap consumer and motorsports-related investments. He brings commercialization experience, brand partnerships, and operating insight to early-stage consumer, automotive-tech and experiential leisure opportunities, often participating as active angel or strategic board member.
Former professional racing driver turned investor and entrepreneur David Ragan is known for leveraging sports-industry credibility into sponsorship-driven ventures and small-cap consumer and motorsports-related investments. He brings commercialization experience, brand partnerships, and operating insight to early-stage consumer, automotive-tech and experiential leisure opportunities, often participating as active angel or strategic board member.
Investment Philosophy & Strategy
Brings a sports-to-business commercialization mindset, focusing on early-stage consumer, automotive-tech and experiential leisure investments. Prefers sponsorship-driven, brand-centric opportunities where credibility and network amplify customer acquisition and monetization. Invests as an active angel or strategic board member, emphasizing go-to-market partnerships, sponsorship sales, and scalable brand extensions. Capital allocation favors small-cap and seed rounds with hands-on operational support, a medium-term growth horizon, selective risk appetite, and emphasis on tangible revenue pathways and partnership-led exits.
Brings a sports-to-business commercialization mindset, focusing on early-stage consumer, automotive-tech and experiential leisure investments. Prefers sponsorship-driven, brand-centric opportunities where credibility and network amplify customer acquisition and monetization. Invests as an active angel or strategic board member, emphasizing go-to-market partnerships, sponsorship sales, and scalable brand extensions. Capital allocation favors small-cap and seed rounds with hands-on operational support, a medium-term growth horizon, selective risk appetite, and emphasis on tangible revenue pathways and partnership-led exits.
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:
39.73%
Gain -0.43%
Monthly
1.05%
Yearly
13.36%
Drawdown
14.8%
$285.15M
Equity
Holdings
$285.15M
Investment
$216.86M
$69.58M
Profit -$1.03M
Realized
$1.29M
Unrealized
$68.29M
Dividends
$12.62M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.43%
Profit
-$1.03M
Win %
79%
This Week
Compared To Last Week
Gain
1.21%
Profit
$3.42M
Win %
79%
This Month
Compared to last month
Gain
-0.36%
Profit
-$1.03M
Win %
79%
This Year
Compared to last year
Gain
11.4%
Profit
$29.18M
Win %
79%
GOOGL Alphabet Inc
+6.73%
+$24,986.64 
MSFT Microsoft Corp.
+3.02%
+$6,020.04 
NVDA NVIDIA Corporation
+2.93%
+$6,138.26 
TSLA Tesla, Inc.
+0.76%
+$1,474.99 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$58,736.82 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,563.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,183.4 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$7,347.06 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$6,590.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$220,934.72 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$47,672.4 
INTU Intuit Inc.
+0.18%
+$175.56 
MS Morgan Stanley
+0.17%
+$626.4 
WMT Walmart Inc.
+0.09%
+$226.6 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$1,152.3 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$128.26 
DFSV Dimensional US Small Cap Value ETF
0%
$0 TRI
TRI
0%
$0 
AAPL Apple Inc.
-7.35%
-$78,316.88 
CI The Cigna Group
-2.99%
-$7,370.17 
TXN Texas Instruments Inc
-1.08%
-$104,235.99 
PCAR PACCAR Inc.
-0.81%
-$4,609.44 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$21,780.52 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$90,295.04 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$26,349.18 
COF Capital One Financial Corporation
-0.54%
-$1,001.18 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$19,901.86 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$1,730.25 
DFCF Dimensional Core Fixed Income ETF
-0.29%
-$100,083.72 
DUHP Dimensional US High Profitability ETF
-0.27%
-$108,537.99 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$42,534.4 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$9,210.11 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$15,435.51 
VO Vanguard Mid-Cap ETF
-0.05%
-$192 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$251.6 Events
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Dividends
Dividend Analysis
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| Trades 209 | Longs Won 168/209 80% | Profit Factor 59.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.76M |
| Average Win $421,267.44 | Best Trade (Aug 14) $21.83M | Sharpe Ratio -11.01 |
| Average Loss -$29,091.59 | Worst Trade (Sep 01) -$658,007.18 | Z-Score 14.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w | Expectancy $332,919.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.16% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,194 | $680,843.22 | $986,658.54 | - | $305,815.32 | 44.92% | -7.354% |
| CI The Cigna Group | 856 | $256,893.67 | $238,866.79 | - | -$18,026.88 | -7.02% | -2.993% |
| COF Capital One Financial Corporation | 886 | $214,731 | $185,182.86 | - | -$29,548.14 | -13.76% | -0.538% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.38M | $41.01M | $61.43M | - | $20.43M | 49.82% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 43,218 | $1.25M | $1.62M | - | $370,378.36 | 29.6% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 80,668 | $2.79M | $3.4M | - | $607,429.64 | 21.78% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 65,786 | $4.06M | $5.33M | - | $1.27M | 31.35% | -0.172% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 531,680 | $13.1M | $19.41M | - | $6.31M | 48.13% | -0.219% |
| DFCF Dimensional Core Fixed Income ETF | 834,031 | $35.3M | $34.61M | - | -$691,136.89 | -1.96% | -0.288% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 41,193 | $1.12M | $1.55M | - | $435,290.19 | 38.95% | +0.426% |
| DFEV Dimensional Emerging Markets Value ETF | 38,410 | $1.07M | $1.53M | - | $458,996.31 | 43.05% | +0.076% |
| DFGR Dimensional Global Real Estate ETF | 11,535 | $315,159.73 | $343,743 | - | $28,583.27 | 9.07% | -0.501% |
| DFIC Dimensional International Core Equity Market ETF | 119,769 | $3.29M | $4.56M | - | $1.27M | 38.72% | -0.574% |
| DFNM Dimensional National Municipal Bond ETF | 12,580 | $609,148.11 | $599,437 | - | -$9,711.11 | -1.59% | -0.042% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 514,517 | $24.22M | $24.34M | - | $126,285.75 | 0.52% | -0.063% |
| DFSV Dimensional US Small Cap Value ETF | 464,053 | $13.7M | $18.4M | - | $4.71M | 34.35% | 0.0 |
| DFUS Dimensional U.S. Equity Market ETF | 104,887 | $6.46M | $8.56M | - | $2.1M | 32.49% | +0.691% |
| DFUV Dimensional US Marketwide Value ETF | 397,270 | $14.95M | $22.08M | - | $7.13M | 47.69% | +0.216% |
| DIHP Dimensional International High Profitability Portfolio | 410,432 | $10.75M | $14.17M | - | $3.42M | 31.83% | -0.633% |
| DISV Dimensional International Small Cap Equity Fund | 90,463 | $2.47M | $3.83M | - | $1.36M | 55.19% | -0.517% |
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FAQ
Which stocks have generated the highest profits for David Ragan?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $3.57M, Dimensional Short-Duration Fixed Income ETF - $2.53M, Dimensional U.S. Core Equity 2 ETF - $2.1M, Dimensional World ex U.S. Core Equity 2 ETF - $1.2M, and Dimensional US High Profitability ETF - $966,997.91. 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: Tesla, Inc - $90,425, Alphabet Inc - $52,798.86, and STMicroelectronics N.V - $28,618. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Ragan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.62M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $3.57M, Dimensional Short-Duration Fixed Income ETF - $2.52M, Dimensional U.S. Core Equity 2 ETF - $1.33M, Dimensional World ex U.S. Core Equity 2 ETF - $1.09M, and Dimensional US High Profitability ETF - $840,895.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Ragan's monthly returns?
David Ragan's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David Ragan's strategy be considered aggressive or moderate?
David Ragan'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 Ragan's strategy?
David Ragan'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.
