DM
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:
62.39%
Gain +0.01%
Monthly
0.97%
Yearly
12.31%
Drawdown
16.3%
$85.42M
Equity
Holdings
$85.42M
Investment
$61.74M
$50.47M
Profit +$8,618.7
Realized
$26.8M
Unrealized
$23.67M
Dividends
$18.32M
Goals
Avg. 0% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$8,618.7
Win %
79%
This Week
Compared To Last Week
Gain
0.01%
Profit
$8,618.7
Win %
79%
This Month
Compared to last month
Gain
1%
Profit
$847,631.64
Win %
79%
This Year
Compared to last year
Gain
-23.67%
Profit
-$13.43M
Win %
81%
STX Seagate Technology Holdings plc
+7.25%
+$64,146 
WDC Western Digital Corporation
+6.36%
+$269,254.64 
KLAC KLA Corporation
+5.55%
+$30,631.02 
SNDK SanDisk Corporation
+5.24%
+$147,194.82 
AMD Advanced Micro Devices, Inc.
+4.73%
+$24,460.96 
SCCO Southern Copper Corporation
+4.19%
+$66,258.83 
GEV GE Vernova Inc.
+3.73%
+$37,019.9 
LITE Lumentum Holdings Inc.
+3.59%
+$37,692.59 
FCX Freeport-McMoRan Inc.
+3.12%
+$11,291.85 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$7,125.81 
NEM Newmont Corporation
+2.71%
+$9,712.56 
AMAT Applied Materials, Inc.
+2.64%
+$54,553.7 
GS The Goldman Sachs Group, Inc.
+2.62%
+$8,702.31 
TW Tradeweb Markets Inc.
+2.21%
+$21,766.41 
FIX Comfort Systems USA, Inc.
+1.85%
+$35,318.22 
VRT Vertiv Holdings Co
+1.68%
+$19,356.21 
KEY KeyCorp
+1.66%
+$5,042.36 
GLW Corning Incorporated
+1.5%
+$37,052.3 
CAT Caterpillar Inc.
+1.44%
+$26,384.68 
TPR Tapestry Inc.
+1.4%
+$21,924 
CHRW C.H. Robinson Worldwide, Inc.
+1.38%
+$4,155.42 
ADI Analog Devices, Inc.
+1.37%
+$4,878.93 
MTZ MasTec, Inc. Common Stock
+1.25%
+$12,636.69 
CAH Cardinal Health Inc.
+1.22%
+$3,365.2 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$5,286.96 
LRCX Lam Research Corporation
+1.18%
+$7,293.02 
VPU Vanguard Utilities ETF
+1.15%
+$25,038.27 
ETR Entergy Corporation
+1.11%
+$9,103.64 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$23,247.89 
DELL Dell Technologies Inc.
+1.05%
+$20,929.6 
VTRS Viatris Inc.
+1.04%
+$3,983.95 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$4,472.16 
IWD iShares Russell 1000 Value ETF
+0.98%
+$3,905.7 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$43,317.87 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.81%
+$2,883.5 
GM General Motors Company
+0.8%
+$2,369.25 
NVT nVent Electric plc
+0.8%
+$9,581.88 
VDE Vanguard Energy ETF
+0.77%
+$19,328.96 
CGDV Capital Group Dividend Value ETF
+0.66%
+$5,111.36 
CMI Cummins Inc.
+0.59%
+$2,738.57 
AEP American Electric Power Company, Inc.
+0.58%
+$6,970.5 
VGT Vanguard Information Technology ETF
+0.58%
+$15,763.76 
HON Honeywell International Inc.
+0.54%
+$5,788.16 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$13,358.49 
GOOGL Alphabet Inc
+0.53%
+$2,460.08 
LVHI Franklin International Low Volatility High Dividend ETF
+0.49%
+$1,792 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,786.4 
LNG Cheniere Energy Inc.
+0.47%
+$3,675.36 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.47%
+$1,926.44 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.47%
+$11,243.2 
WMT Walmart Inc.
+0.45%
+$4,676.95 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,258.71 
ROST Ross Stores, Inc.
+0.43%
+$3,835.2 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$1,568.7 
TDY Teledyne Technologies Incorporated
+0.37%
+$3,105.29 
XOM Exxon Mobil Corporation
+0.28%
+$693.28 
GAL SPDR SSGA Global Allocation ETF
+0.26%
+$999.04 
MGK Vanguard Mega Cap Growth ETF
+0.22%
+$892.05 
CIEN Ciena Corporation
+0.17%
+$1,601.34 
NVDA NVIDIA Corporation
+0.16%
+$529.92 
PH Parker-Hannifin Corporation
+0.12%
+$462.86 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$475.96 
CW Curtiss-Wright Corporation
+0.1%
+$1,137.32 
INCM Franklin Income Focus ETF
+0.1%
+$334.95 
XLG Invesco S&P 500 Top 50 ETF
+0.1%
+$805.62 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.04%
+$274.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$422.22 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$135.36 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$95.11 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$204.96 
TIP iShares TIPS Bond ETF
+0.01%
+$31.49 
ABC AmerisourceBergen Corporation
0%
$0 
BSV Vanguard Short-Term Bond ETF
0%
$0 
FTAI
0%
$0 
XPO
0%
$0 
MU Micron Technology, Inc.
-1.43%
-$76,219.75 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$4,740 
BKR Baker Hughes Company
-0.54%
-$9,422.08 
RTX RTX Corporation
-0.37%
-$956.09 
WWD Woodward Inc.
-0.35%
-$4,551.85 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$314.12 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$257.32 
GVI iShares Intermediate Government Bond ETF
-0.07%
-$424.62 
IWY iShares Russell Top 200 Growth ETF
0%
-$13.9 Events
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Dividends
Dividend Analysis
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| Trades 1180 | Longs Won 438/1180 37% | Profit Factor 5.24 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $212,427.63 |
| Average Win $142,393.49 | Best Trade (Jun 14) $3.54M | Sharpe Ratio -9.62 |
| Average Loss -$16,034.51 | Worst Trade (Dec 30) -$855,059.73 | Z-Score -18.24 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 1d | Expectancy $42,771.8 |
| 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 | 5,319 | 4,787 | 4,255 | 3,723 | 3,191 | 2,660 | 2,128 | 1,596 | 1,064 | 532 |
Hover over the desired column for a detailed explanation.
Returns
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