David Gulkowitz Portfolio
Invests via DSC Meridian Capita LLP | Managed by Sheru Chowdhry
Invests via DSC Meridian Capita LLP
Managed by Sheru Chowdhry
Automatically Tracked
David Gulkowitz Profile
With a robust background in entrepreneurship and capital markets, David Gulkowitz has built a significant reputation as an investor-operator. He combines his expertise in identifying market opportunities with hands-on operational leadership to enhance business growth. His professional journey includes founding and steering multiple startups towards success while cultivating strong relationships within various industry sectors. This blend of strategic vision and practical implementation positions him uniquely at the intersection of innovation and investment, making him a noteworthy player in today’s dynamic financial landscape.
With a robust background in entrepreneurship and capital markets, David Gulkowitz has built a significant reputation as an investor-operator. He combines his expertise in identifying market opportunities with hands-on operational leadership to enhance business growth. His professional journey includes founding and steering multiple startups towards success while cultivating strong relationships within various industry sectors. This blend of strategic vision and practical implementation positions him uniquely at the intersection of innovation and investment, making him a noteworthy player in today’s dynamic financial landscape.
Investment Philosophy & Strategy
At the nexus of innovation and growth, David Gulkowitz leverages his extensive entrepreneurial experience to drive value creation in diverse sectors. His hands-on leadership approach allows him to identify lucrative market gaps while strategically positioning ventures for sustainable scalability. Emphasizing adaptability, he seeks opportunities that allow businesses to evolve amid changing consumer demands. By fostering an environment focused on operational excellence and customer engagement, he cultivates strong market differentiation and competitive advantages. This unique blend of strategic foresight and practical execution underscores his investment philosophy.
At the nexus of innovation and growth, David Gulkowitz leverages his extensive entrepreneurial experience to drive value creation in diverse sectors. His hands-on leadership approach allows him to identify lucrative market gaps while strategically positioning ventures for sustainable scalability. Emphasizing adaptability, he seeks opportunities that allow businesses to evolve amid changing consumer demands. By fostering an environment focused on operational excellence and customer engagement, he cultivates strong market differentiation and competitive advantages. This unique blend of strategic foresight and practical execution underscores 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:
8.56%
Gain -0.82%
Monthly
0.25%
Yearly
3.08%
Drawdown
25%
$229.46M
Equity
Holdings
$229.46M
Investment
$247.1M
-$2.29M
Profit -$1.17M
Realized
$15.35M
Unrealized
-$17.64M
Dividends
$12.1M
Goals
Avg. 25.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.82%
Profit
-$1.17M
Win %
42%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$1.17M
Win %
42%
This Month
Compared to last month
Gain
-2.92%
Profit
-$6.9M
Win %
42%
This Year
Compared to last year
Gain
-9.81%
Profit
-$24.96M
Win %
55%
AERO Aero Grow International, Inc.
+3.4%
+$1.45M 
RKT Rocket Companies, Inc. Class A
+3.15%
+$272,821 
GTN Gray Television, Inc.
+1.55%
+$70,478.55 
BKLN Invesco Senior Loan ETF
+0.19%
+$85,309.68 
CZR Caesars Entertainment, Inc.
+0.03%
+$1,270.5 
EA Electronic Arts Inc.
0%
$0 8677
86771WAD7
0%
$0 
AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares
0%
$0 8680
86800UAD6
0%
$0 6288
62886HBT7
0%
$0 8680
86800UAF1
0%
$0 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 106 | Longs Won 51/106 48% | Profit Factor 0.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.39M |
| Average Win $812,341.96 | Best Trade (Jun 30) $6.88M | Sharpe Ratio -18.23 |
| Average Loss -$794,848.05 | Worst Trade (Sep 02) -$18.53M | Z-Score -5.17 (100%) |
| Commissions $0 | Avg. Trade Length 7m 2d | Expectancy -$21,577.38 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | 5,318.42% | 1,607.94% | 798.68% | 486.14% | 330.76% | 241.47% | 185.07% | 146.98% | 119.94% |
| Consecutive Losing Trades | 289 | 260 | 231 | 202 | 173 | 144 | 115 | 87 | 58 | 29 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 6288 62886HBT7 | 34.22M | $38,196.44 | $38,196.44 | - | - | - | 0.0 |
| 8677 86771WAD7 | 31.5M | $32,481.35 | $22,560.3 | - | -$9,921.05 | -30.54% | 0.0 |
| 8680 86800UAD6 | 35M | $32,712 | $30,506 | - | -$2,206 | -6.74% | 0.0 |
| 8680 86800UAF1 | 15M | $13,333.5 | $13,333.5 | - | - | - | 0.0 |
| AERO Aero Grow International, Inc. | 2.85M | $60.2M | $44.26M | - | -$15.94M | -26.48% | +3.398% |
| AZLUD Azul S.A. Sponsored ADR each representing 3 preferred shares | 5.47M | $49,218.87 | $49,218.87 | - | - | - | 0.0 |
| BKLN Invesco Senior Loan ETF | 2.13M | $43.44M | $44M | - | $554,512.92 | 1.28% | +0.194% |
 CORZ Core Scientific, Inc. | 1.91M | $31.5M | $32.36M | - | $859,208.54 | 2.73% | -5.319% |
| CZR Caesars Entertainment, Inc. | 165,000 | $4.98M | $4.9M | - | -$82,879.5 | -1.66% | +0.026% |
| EA Electronic Arts Inc. | 64,241 | $13.15M | $13.47M | - | $323,582.36 | 2.46% | 0.0 |
| GTN Gray Television, Inc. | 939,714 | $5.43M | $4.63M | - | -$803,455.47 | -14.79% | +1.546% |
| RKT Rocket Companies, Inc. Class A | 657,400 | $12.73M | $8.94M | - | -$3.79M | -29.78% | +3.149% |
 TECK Teck Resources Ltd. | 197,240 | $8.66M | $13.04M | - | $4.38M | 50.58% | -0.527% |
 USHY iShares Broad USD High Yield Corporate Bond ETF | 1.18M | $43.74M | $42.92M | - | -$827,988.38 | -1.89% | -0.083% |
 VST Vistra Corp | 147,699 | $23.1M | $20.8M | - | -$2.3M | -9.96% | -5.088% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for David Gulkowitz?
The largest contributions to the portfolio's profits come from the following stocks: Core Scientific, Inc. Tranche 1 Warrants - $7.19M, Core Scientific, Inc - $6.88M, TALEN ENERGY CORP NEW - $5.81M, iShares Broad USD High Yield Corporate Bond ETF - $5.8M, and Invesco Senior Loan ETF - $3M. 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: Sunrun Inc - $13.2M, Vanguard Long-Term Corporate Bond Fund - $771,266.56, Nextracker Inc - $624,160, and Constellation Energy Corporation - $62,385.5. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Gulkowitz's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.1M earned over time. The largest contributors to dividend income include iShares Broad USD High Yield Corporate Bond ETF - $4.74M, Invesco Senior Loan ETF - $3.42M, Vanguard Long-Term Corporate Bond Fund - $1.58M, iShares 20+ Year Treasury Bond ETF - $842,245.34, and iShares iBoxx $ High Yield Corporate Bond ETF - $614,758.71. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Gulkowitz's monthly returns?
David Gulkowitz's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can David Gulkowitz's strategy be considered aggressive or moderate?
David Gulkowitz's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow David Gulkowitz's strategy?
David Gulkowitz's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
