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:
37.58%
Gain -0.56%
Monthly
0.96%
Yearly
12.11%
Drawdown
14.8%
$281.56M
Equity
Holdings
$281.56M
Investment
$216.86M
$66M
Profit -$1.3M
Realized
$1.29M
Unrealized
$64.7M
Dividends
$13.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$1.3M
Win %
76%
This Week
Compared To Last Week
Gain
-0.47%
Profit
-$1.34M
Win %
76%
This Month
Compared to last month
Gain
0.7%
Profit
$1.95M
Win %
76%
This Year
Compared to last year
Gain
10%
Profit
$25.59M
Win %
76%
IDXX IDEXX Laboratories, Inc.
+2.29%
+$5,947 
COF Capital One Financial Corporation
+1.17%
+$2,064.38 
CI The Cigna Group
+0.95%
+$2,422.48 
WMT Walmart Inc.
+0.59%
+$1,574.87 
TXN Texas Instruments Inc
+0.36%
+$34,860.15 
DFIC Dimensional International Core Equity Market ETF
+0.28%
+$12,575.75 
AAPL Apple Inc.
+0.21%
+$2,299.68 
DFGR Dimensional Global Real Estate ETF
+0.2%
+$634.42 
DISV Dimensional International Small Cap Equity Fund
+0.19%
+$7,417.97 
DIHP Dimensional International High Profitability Portfolio
+0.13%
+$18,470.26 
DFAI Dimensional International Core Equity Market ETF
+0.04%
+$1,210.02 
DFNM Dimensional National Municipal Bond ETF
+0.03%
+$188.7 
PCAR PACCAR Inc.
+0.01%
+$42.68 
DFSD Dimensional Short-Duration Fixed Income ETF
0%
$0 
DFCF Dimensional Core Fixed Income ETF
0%
$0 TRI
TRI
0%
$0 
TSLA Tesla, Inc.
-2.91%
-$6,600 
GOOGL Alphabet Inc
-2.55%
-$9,907.92 
MSFT Microsoft Corp.
-2.47%
-$5,896.28 
QQQ Invesco QQQ Trust, Series 1
-2.37%
-$21,620.51 
INTU Intuit Inc.
-2.21%
-$2,249.94 
DFEV Dimensional Emerging Markets Value ETF
-1.52%
-$24,198.3 
DFAE Dimensional Emerging Core Equity Market ETF
-1.5%
-$24,634.26 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.47%
-$23,274.04 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.19%
-$2,738.91 
DFUS Dimensional U.S. Equity Market ETF
-1.17%
-$103,313.7 
DFAS Dimensional U.S. Small Cap ETF
-1.08%
-$55,918.1 
NVDA NVIDIA Corporation
-0.97%
-$2,257.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.91%
-$569,321.16 
DUHP Dimensional US High Profitability ETF
-0.87%
-$365,082.33 
VO Vanguard Mid-Cap ETF
-0.8%
-$3,120 
MS Morgan Stanley
-0.79%
-$2,505.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.41%
-$79,752 
DFSV Dimensional US Small Cap Value ETF
-0.29%
-$52,159.56 
DFUV Dimensional US Marketwide Value ETF
-0.17%
-$37,740.65 Events
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Dividends
Dividend Analysis
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| Trades 209 | Longs Won 164/209 78% | Profit Factor 34.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.72M |
| Average Win $414,533.7 | Best Trade (Oct 14) $20.49M | Sharpe Ratio -14.42 |
| Average Loss -$44,162.59 | Worst Trade (Oct 14) -$1.5M | Z-Score 12.11 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 3d | Expectancy $315,771.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.18% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,194 | $680,843.22 | $1.09M | - | $413,804.46 | 60.78% | +0.211% |
| CI The Cigna Group | 856 | $256,893.67 | $258,203.84 | - | $1,310.17 | 0.51% | +0.947% |
| COF Capital One Financial Corporation | 886 | $214,731 | $178,254.34 | - | -$36,476.66 | -16.99% | +1.172% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.38M | $41.01M | $61.83M | - | $20.83M | 50.79% | -0.912% |
| DFAE Dimensional Emerging Core Equity Market ETF | 43,218 | $1.25M | $1.61M | - | $360,870.4 | 28.84% | -1.505% |
| DFAI Dimensional International Core Equity Market ETF | 80,668 | $2.79M | $3.35M | - | $561,045.7 | 20.12% | +0.036% |
| DFAS Dimensional U.S. Small Cap ETF | 65,786 | $4.06M | $5.1M | - | $1.04M | 25.65% | -1.085% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 531,680 | $13.1M | $19.41M | - | $6.3M | 48.09% | -0.409% |
| DFCF Dimensional Core Fixed Income ETF | 834,031 | $35.3M | $33.88M | - | -$1.43M | -4.04% | 0.0 |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 41,193 | $1.12M | $1.56M | - | $443,322.82 | 39.66% | -1.469% |
| DFEV Dimensional Emerging Markets Value ETF | 38,410 | $1.07M | $1.56M | - | $495,869.91 | 46.51% | -1.525% |
| DFGR Dimensional Global Real Estate ETF | 11,535 | $315,159.73 | $316,232.02 | - | $1,072.29 | 0.34% | +0.201% |
| DFIC Dimensional International Core Equity Market ETF | 119,769 | $3.29M | $4.52M | - | $1.23M | 37.43% | +0.279% |
| DFNM Dimensional National Municipal Bond ETF | 12,580 | $609,148.11 | $587,800.5 | - | -$21,347.61 | -3.5% | +0.032% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 514,517 | $24.22M | $24.08M | - | -$130,972.75 | -0.54% | 0.0 |
| DFSV Dimensional US Small Cap Value ETF | 464,053 | $13.7M | $17.71M | - | $4.01M | 29.26% | -0.294% |
| DFUS Dimensional U.S. Equity Market ETF | 104,887 | $6.46M | $8.71M | - | $2.25M | 34.8% | -1.173% |
| DFUV Dimensional US Marketwide Value ETF | 397,270 | $14.95M | $22.26M | - | $7.3M | 48.85% | -0.169% |
| DIHP Dimensional International High Profitability Portfolio | 410,432 | $10.75M | $14.01M | - | $3.27M | 30.4% | +0.132% |
| DISV Dimensional International Small Cap Equity Fund | 90,463 | $2.47M | $3.87M | - | $1.41M | 56.94% | +0.192% |
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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 Ragan?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Core Fixed Income ETF - $3.83M, Dimensional Short-Duration Fixed Income ETF - $2.69M, Dimensional U.S. Core Equity 2 ETF - $2.24M, Dimensional World ex U.S. Core Equity 2 ETF - $1.32M, and Dimensional US High Profitability ETF - $1.05M. 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 - $52,554.22, 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 $13.74M earned over time. The largest contributors to dividend income include Dimensional Core Fixed Income ETF - $3.83M, Dimensional Short-Duration Fixed Income ETF - $2.69M, Dimensional U.S. Core Equity 2 ETF - $1.47M, Dimensional World ex U.S. Core Equity 2 ETF - $1.21M, and Dimensional US High Profitability ETF - $921,805.81. 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.
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