Dan Mohr Portfolio
Invests via Retireful LLC | Managed by Dan Mohr
Invests via Retireful LLC
Managed by Dan Mohr
Automatically Tracked
Dan Mohr Profile
Dan Mohr is a seasoned entrepreneur with a notable history in technology-driven ventures. With extensive experience founding and leading several startups, he has demonstrated a remarkable ability to identify emerging market trends and harness innovative solutions for growth. His strategic vision focuses on leveraging cutting-edge technologies to disrupt traditional industries, creating competitive advantages along the way. Throughout his career, he has cultivated a robust network of industry contacts that enriches his initiatives while positioning him as an influential figure within entrepreneurial circles. Mohr’s commitment to advancing business through innovation makes him highly relevant in today’s dynamic capital markets.
Dan Mohr is a seasoned entrepreneur with a notable history in technology-driven ventures. With extensive experience founding and leading several startups, he has demonstrated a remarkable ability to identify emerging market trends and harness innovative solutions for growth. His strategic vision focuses on leveraging cutting-edge technologies to disrupt traditional industries, creating competitive advantages along the way. Throughout his career, he has cultivated a robust network of industry contacts that enriches his initiatives while positioning him as an influential figure within entrepreneurial circles. Mohr’s commitment to advancing business through innovation makes him highly relevant in today’s dynamic capital markets.
Investment Philosophy & Strategy
In the realm of technology ventures, Dan Mohr embodies a forward-thinking approach that thrives on innovation and disruption. His adeptness at recognizing emerging opportunities fuels his commitment to transformative business models that challenge the status quo. By prioritizing scalability and competitive differentiation, he fosters growth in highly dynamic markets. The strategic emphasis on leveraging unique insights into technological trends allows for targeted investments aimed at achieving substantial market impact. Coupled with a strong entrepreneurial spirit, this mindset positions him as an influential leader driving change across various sectors.
In the realm of technology ventures, Dan Mohr embodies a forward-thinking approach that thrives on innovation and disruption. His adeptness at recognizing emerging opportunities fuels his commitment to transformative business models that challenge the status quo. By prioritizing scalability and competitive differentiation, he fosters growth in highly dynamic markets. The strategic emphasis on leveraging unique insights into technological trends allows for targeted investments aimed at achieving substantial market impact. Coupled with a strong entrepreneurial spirit, this mindset positions him as an influential leader driving change across various sectors.
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:
38.56%
Gain +0.68%
Monthly
0.43%
Yearly
5.29%
Drawdown
16.91%
$96.6M
Equity
Holdings
$96.6M
Investment
$87.95M
$46.39M
Profit +$627,825.33
Realized
$37.74M
Unrealized
$8.65M
Dividends
$18.79M
Goals
Avg. 25% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.68%
Profit
$627,825.33
Win %
65%
This Week
Compared To Last Week
Gain
2.88%
Profit
$2.71M
Win %
65%
This Month
Compared to last month
Gain
2.88%
Profit
$2.71M
Win %
65%
This Year
Compared to last year
Gain
-9.96%
Profit
-$10.69M
Win %
66%
AMZN Amazon.com Inc
+15.32%
+$32,471.99 
GOOGL Alphabet Inc
+6.73%
+$30,379.44 
NVT nVent Electric plc
+6.24%
+$96,413.31 
VRT Vertiv Holdings Co
+6.18%
+$78,144.84 
COHR Coherent Corp.
+5.55%
+$50,562.52 
ANET Arista Networks, Inc.
+5.46%
+$90,333.12 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+3.85%
+$71,709.62 
FFIV F5 Inc.
+3.56%
+$44,790.65 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$80,815.31 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$43,698.72 
NVDA NVIDIA Corporation
+2.93%
+$9,923.99 
STRL Sterling Infrastructure, Inc.
+2.76%
+$23,274.1 
NTAP NetApp, Inc.
+2.6%
+$37,610.92 
MRVL Marvell Technology, Inc.
+2.32%
+$30,275.82 
GLW Corning Incorporated
+2.24%
+$45,537.87 
WDC Western Digital Corporation
+2.21%
+$60,428.07 
CSCO Cisco Systems, Inc.
+2.14%
+$38,559.24 
JBL Jabil Inc.
+2.12%
+$19,857.72 
PANW Palo Alto Networks, Inc.
+1.89%
+$8,296.35 
FIX Comfort Systems USA, Inc.
+1.88%
+$35,767.52 
FLEX Flex Ltd.
+1.64%
+$24,843.68 
PWR Quanta Services Inc.
+1.43%
+$4,483.64 
MKSI MKS Instruments Inc.
+1.42%
+$13,869.37 
KLAC KLA Corporation
+1.38%
+$5,976.02 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,521.62 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$4,460.25 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$8,817.92 
BKR Baker Hughes Company
+0.98%
+$2,529.33 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$11,785.65 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$3,245.71 
GEV GE Vernova Inc.
+0.85%
+$9,830.73 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,162.17 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$42,634.79 
CAT Caterpillar Inc.
+0.7%
+$12,451.3 
CGDV Capital Group Dividend Value ETF
+0.63%
+$2,546.34 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$1,466.35 
STX Seagate Technology Holdings plc
+0.52%
+$4,757.06 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,844.82 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$1,253.88 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$1,045.8 
ADI Analog Devices, Inc.
+0.2%
+$669.69 
CMI Cummins Inc.
+0.19%
+$901.6 
DELL Dell Technologies Inc.
+0.14%
+$3,038.56 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$365.96 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$226.68 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.02%
+$79 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$109.3 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$175.68 
RMME Rareview Government Money Market ETF
+0.01%
+$50.51 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MTZ MasTec, Inc. Common Stock
-18.91%
-$262,289.8 
MU Micron Technology, Inc.
-5.9%
-$135,528.6 
SNDK SanDisk Corporation
-5.09%
-$73,271.25 
XLB Materials Select Sector SPDR Fund
-2.34%
-$49,259.1 
AMD Advanced Micro Devices, Inc.
-1.9%
-$50,699.99 
UAL United Airlines Holdings, Inc.
-1.8%
-$24,271.32 
LRCX Lam Research Corporation
-1.58%
-$8,389.52 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,638.87 
VTRS Viatris Inc.
-1.13%
-$4,921.2 
TXN Texas Instruments Inc
-1.08%
-$15,350.76 
INTC Intel Corporation
-1.02%
-$18,076.41 
HUM Humana Inc.
-0.76%
-$8,808.83 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,688 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$14,094.77 
GS The Goldman Sachs Group, Inc.
-0.63%
-$2,183.76 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$16,527.83 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$2,134.4 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.47%
-$1,651.37 
VGT Vanguard Information Technology ETF
-0.38%
-$10,467.06 
DHS WisdomTree U.S. High Dividend Fund
-0.37%
-$910.3 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,598.4 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$756.2 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$3,483.36 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.2%
-$526.24 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$642.94 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$490.05 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$17,052.07 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$337.02 
KEY KeyCorp
-0.09%
-$286.18 
INKM SPDR SSgA Income Allocation ETF
-0.09%
-$269.64 
CGBL Capital Group Core Balanced ETF
-0.05%
-$149.94 Events
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Dividends
Dividend Analysis
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| Trades 1254 | Longs Won 720/1254 57% | Profit Factor 2.06 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $223,066.82 |
| Average Win $125,202.3 | Best Trade (Jun 30) $2.8M | Sharpe Ratio -8.65 |
| Average Loss -$81,948.66 | Worst Trade (Aug 02) -$1.07M | Z-Score -7.84 (100%) |
| Commissions $0 | Avg. Trade Length 5m 5d | Expectancy $36,989.69 |
| 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% | <0.01% |
| Consecutive Losing Trades | 1,179 | 1,061 | 943 | 825 | 708 | 590 | 472 | 354 | 236 | 118 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Dan Mohr?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Bloomberg 1-3 Month T-Bill ETF - $6.14M, SPDR S&P 500 ETF Trust - $5.11M, Goldman Sachs Access Treasury 0-1 Year ETF - $2.57M, WisdomTree Floating Rate Treasury Fund - $2.55M, and Micron Technology, Inc - $2.45M. 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: Norwegian Cruise Line Holdings Ltd - $855,059.73, Nucor Corporation - $780,759, Snap Inc - $779,789.04, Deckers Outdoor Corporation - $655,572.96, and Enphase Energy, Inc - $631,153.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dan Mohr's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.79M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $5.93M, Goldman Sachs Access Treasury 0-1 Year ETF - $2.58M, WisdomTree Floating Rate Treasury Fund - $2.54M, iShares 0-3 Month Treasury Bond ETF - $611,399.87, and SPDR S&P 500 ETF Trust - $383,307.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dan Mohr's monthly returns?
Dan Mohr's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Dan Mohr's strategy be considered aggressive or moderate?
Dan Mohr'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 Dan Mohr's strategy?
Dan Mohr'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.
