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:
0.8%
Gain
Monthly
0.03%
Yearly
0.32%
Drawdown
27.2%
$283.06M
Equity
Holdings
$283.06M
Investment
$216.86M
$67.63M
Profit -$340,298.96
Realized
$1.43M
Unrealized
$66.2M
Dividends
$12.25M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$340,298.96
Win %
84%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$791,352.4
Win %
84%
This Month
Compared to last month
Gain
0.11%
Profit
$301,610.83
Win %
84%
This Year
Compared to last year
Gain
10.59%
Profit
$27.09M
Win %
84%
INTU Intuit Inc.
+5.47%
+$4,715.08 
IDXX IDEXX Laboratories, Inc.
+2.59%
+$6,849.51 
WMT Walmart Inc.
+2.38%
+$6,072.88 
PCAR PACCAR Inc.
+2.12%
+$11,159.54 
COF Capital One Financial Corporation
+1.87%
+$3,468.68 
DFSV Dimensional US Small Cap Value ETF
+1.62%
+$294,673.66 
MSFT Microsoft Corp.
+1.51%
+$2,634.32 
AAPL Apple Inc.
+1.3%
+$13,654.35 
DFGR Dimensional Global Real Estate ETF
+1.28%
+$4,325.62 
DFAS Dimensional U.S. Small Cap ETF
+0.62%
+$33,221.93 
DFUV Dimensional US Marketwide Value ETF
+0.18%
+$39,727 
DUHP Dimensional US High Profitability ETF
+0.16%
+$64,136.08 
GOOGL Alphabet Inc
+0.06%
+$239.97 
TRI
0%
$0 
MS Morgan Stanley
-4.58%
-$18,209.08 
CI The Cigna Group
-3.87%
-$9,865.4 
TXN Texas Instruments Inc
-3.5%
-$363,981.38 
NVDA NVIDIA Corporation
-2.58%
-$5,886.7 
DFAE Dimensional Emerging Core Equity Market ETF
-2.01%
-$33,493.95 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.88%
-$30,276.85 
TSLA Tesla, Inc.
-1.72%
-$4,250 
DFEV Dimensional Emerging Markets Value ETF
-1.51%
-$23,814.2 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$12,354.58 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.18%
-$231,280.8 
DFIC Dimensional International Core Equity Market ETF
-0.61%
-$27,546.87 
DFAI Dimensional International Core Equity Market ETF
-0.59%
-$19,763.66 
DIHP Dimensional International High Profitability Portfolio
-0.44%
-$61,564.8 
DFUS Dimensional U.S. Equity Market ETF
-0.37%
-$31,990.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$695.4 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$9,950.93 
DFNM Dimensional National Municipal Bond ETF
-0.11%
-$691.9 
DFCF Dimensional Core Fixed Income ETF
-0.06%
-$20,850.78 
VO Vanguard Mid-Cap ETF
-0.04%
-$145.44 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$5,145.17 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.02%
-$11,599.07 Events
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Dividends
Dividend Analysis
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| Trades 209 | Longs Won 175/209 83% | Profit Factor 127.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.69M |
| Average Win $389,533.43 | Best Trade (Jul 16) $19.74M | Sharpe Ratio -14.42 |
| Average Loss -$15,714.76 | Worst Trade (Jul 13) -$388,054.38 | Z-Score 20.59 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 4d | Expectancy $323,607.88 |
| 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% | 0.12% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
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Returns
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