DG
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:
31.83%
Gain +1.72%
Monthly
0.94%
Yearly
11.92%
Drawdown
18.88%
$182.34M
Equity
Holdings
$182.34M
Investment
$153.01M
$45.07M
Profit +$3.01M
Realized
$15.75M
Unrealized
$29.32M
Dividends
$10.94M
Goals
Avg. 16.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.72%
Profit
$3.01M
Win %
61%
This Week
Compared To Last Week
Gain
1.67%
Profit
$3M
Win %
61%
This Month
Compared to last month
Gain
0%
Profit
-$897.21
Win %
61%
This Year
Compared to last year
Gain
-13.31%
Profit
-$9.86M
Win %
66%
RKT Rocket Companies, Inc. Class A
+6.54%
+$563,787 
VST Vistra Corp
+4.51%
+$663,651.32 
TECK Teck Resources Ltd.
+2.57%
+$328,737.6 
CORZ Core Scientific, Inc.
+2.28%
+$1.44M 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.18%
+$70,521.88 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.16%
+$50,291.12 
565788AH9
0%
$0 
86771WAD7
0%
$0 
86800UAD6
0%
$0 
AERO
0%
$0 
Events
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Dividends
Dividend Analysis
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| Trades 93 | Longs Won 39/93 41% | Profit Factor 5.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.19M |
| Average Win $1.43M | Best Trade (Jun 15) $14.4M | Sharpe Ratio -28.38 |
| Average Loss -$198,098.24 | Worst Trade (Jun 14) -$4.15M | Z-Score -2.74 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 4d | Expectancy $484,659.41 |
| 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% | 0.03% | 2.14% |
| Consecutive Losing Trades | 921 | 829 | 737 | 645 | 552 | 460 | 368 | 276 | 184 | 92 |
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Returns
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Option values are updated at end of day.
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