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:
46.34%
Gain +1.79%
Monthly
0.46%
Yearly
5.61%
Drawdown
16.91%
$98.31M
Equity
Holdings
$98.31M
Investment
$87.95M
$48.09M
Profit +$1.77M
Realized
$37.74M
Unrealized
$10.36M
Dividends
$18.82M
Goals
Avg. 29% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.79%
Profit
$1.77M
Win %
58%
This Week
Compared To Last Week
Gain
1.83%
Profit
$1.77M
Win %
58%
This Month
Compared to last month
Gain
3.65%
Profit
$3.46M
Win %
58%
This Year
Compared to last year
Gain
-8.37%
Profit
-$8.98M
Win %
63%
INTC Intel Corporation
+14.01%
+$295,636.77 
AMD Advanced Micro Devices, Inc.
+9.26%
+$284,363.72 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
+7.76%
+$146,277.56 
GLW Corning Incorporated
+6.02%
+$135,862.16 
COHR Coherent Corp.
+4.65%
+$53,999.16 
MRVL Marvell Technology, Inc.
+4.5%
+$78,070.4 
DDOG Datadog, Inc. Class A Common Stock
+4.1%
+$55,693.61 
LRCX Lam Research Corporation
+3.84%
+$19,746.92 
CRWD CrowdStrike Holdings, Inc.
+3.8%
+$69,887.04 
UAL United Airlines Holdings, Inc.
+3.54%
+$41,848.98 
KLAC KLA Corporation
+3.22%
+$13,680 
FLEX Flex Ltd.
+2.87%
+$42,126.24 
MU Micron Technology, Inc.
+2.85%
+$75,993.78 
NOK Nokia Corporation Sponsored ADR
+2.53%
+$7,918.29 
PANW Palo Alto Networks, Inc.
+2.35%
+$11,500.24 
MKSI MKS Instruments Inc.
+2.27%
+$19,149.65 
GOOGL Alphabet Inc
+1.96%
+$9,261.19 
STX Seagate Technology Holdings plc
+1.92%
+$17,651.11 
MGK Vanguard Mega Cap Growth ETF
+1.89%
+$8,075.4 
VGT Vanguard Information Technology ETF
+1.88%
+$55,986.6 
IWY iShares Russell Top 200 Growth ETF
+1.85%
+$7,480.41 
IWF iShares Russell 1000 Growth ETF
+1.76%
+$7,692.24 
MTZ MasTec, Inc. Common Stock
+1.75%
+$16,035 
NVT nVent Electric plc
+1.74%
+$29,361.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.57%
+$6,603.94 
GEV GE Vernova Inc.
+1.55%
+$17,271.78 
ANET Arista Networks, Inc.
+1.43%
+$27,593.7 
XLG Invesco S&P 500 Top 50 ETF
+1.4%
+$12,172.31 
FFIV F5 Inc.
+1.32%
+$18,538.52 
CAT Caterpillar Inc.
+1.27%
+$22,618.76 
VRT Vertiv Holdings Co
+1.24%
+$17,189.63 
DELL Dell Technologies Inc.
+1.2%
+$37,005.33 
NVDA NVIDIA Corporation
+1.17%
+$4,518.8 
CWB SPDR Bloomberg Convertible Securities ETF
+1.15%
+$4,075.11 
VTRS Viatris Inc.
+1.15%
+$4,798.17 
SPY SPDR S&P 500 ETF Trust
+1.07%
+$65,309.12 
CGDV Capital Group Dividend Value ETF
+1.04%
+$4,189.14 
ADI Analog Devices, Inc.
+0.93%
+$3,176.55 
STRL Sterling Infrastructure, Inc.
+0.87%
+$6,565.77 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.72%
+$4,528.74 
SPHQ Invesco S&P 500 Quality ETF
+0.7%
+$3,121.56 
JBL Jabil Inc.
+0.68%
+$6,203.61 
TXN Texas Instruments Inc
+0.68%
+$9,200.18 
AMZN Amazon.com Inc
+0.67%
+$1,538.99 
PWR Quanta Services Inc.
+0.66%
+$2,007.59 
WDC Western Digital Corporation
+0.63%
+$14,185.68 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.58%
+$14,197.32 
GS The Goldman Sachs Group, Inc.
+0.57%
+$1,796.21 
SCHV Schwab U.S. Large-Cap Value ETF
+0.56%
+$3,374.4 
CGBL Capital Group Core Balanced ETF
+0.55%
+$1,536.88 
RSP Invesco S&P 500 Equal Weight ETF
+0.5%
+$49,081.59 
IWD iShares Russell 1000 Value ETF
+0.45%
+$1,869.75 
LVHI Franklin International Low Volatility High Dividend ETF
+0.4%
+$1,523.2 
MGV Vanguard Mega Cap Value ETF
+0.32%
+$1,044.75 
INKM SPDR SSgA Income Allocation ETF
+0.31%
+$943.74 
PYLD PIMCO Multisector Bond Active ETF
+0.25%
+$637.07 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.25%
+$650.05 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.24%
+$702.12 
CSCO Cisco Systems, Inc.
+0.19%
+$3,332.28 
XLV Health Care Select Sector SPDR Fund
+0.17%
+$4,941.31 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.14%
+$495.73 
XLU Utilities Select Sector SPDR Fund
+0.07%
+$1,377.65 
NEAR iShares Short Maturity Bond ETF
+0.07%
+$382.55 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$149.79 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$173.92 
CMI Cummins Inc.
+0.01%
+$48.05 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$75.56 
XMHQ Invesco S&P MidCap Quality ETF
+0.01%
+$31.37 
RMME Rareview Government Money Market ETF
0%
$0 
HUM Humana Inc.
-1.55%
-$18,860.27 
SNDK SanDisk Corporation
-0.94%
-$18,933.75 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.44%
-$1,602.81 
NTAP NetApp, Inc.
-0.44%
-$7,239.19 
XLB Materials Select Sector SPDR Fund
-0.43%
-$8,752.65 
FIX Comfort Systems USA, Inc.
-0.28%
-$5,193.87 
FCX Freeport-McMoRan Inc.
-0.22%
-$916.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.15%
-$496.82 
BKR Baker Hughes Company
-0.09%
-$214.35 
DHS WisdomTree U.S. High Dividend Fund
-0.06%
-$148.19 
KEY KeyCorp
-0.02%
-$71.55 
JBHT J.B. Hunt Transport Services, Inc.
-0.02%
-$255.2 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1254 | Longs Won 712/1254 56% | Profit Factor 2.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,752.09 |
| Average Win $129,259.82 | Best Trade (Jun 30) $2.8M | Sharpe Ratio -8.65 |
| Average Loss -$81,067.44 | Worst Trade (Sep 17) -$1.43M | Z-Score -8.4 (100%) |
| Commissions $0 | Avg. Trade Length 5m 1w 3d | Expectancy $38,352.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 1,212 | 1,091 | 970 | 848 | 727 | 606 | 485 | 364 | 242 | 121 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 905 | $250,852.71 | $343,203.15 | - | $92,350.44 | 36.81% | +0.934% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 6,191 | $269,184.68 | $261,476.88 | - | -$7,707.8 | -2.86% | +0.249% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 6,214 | $3M | $2.03M | - | -$970,813.15 | -32.34% | +7.763% |
| AMD Advanced Micro Devices, Inc. | 5,487 | $2.8M | $3.36M | - | $556,664.57 | 19.88% | +9.257% |
| AMZN Amazon.com Inc | 900 | $214,506 | $229,878 | - | $15,372 | 7.17% | +0.674% |
| ANET Arista Networks, Inc. | 9,682 | $1.64M | $1.96M | - | $313,309.52 | 19.05% | +1.429% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 9,149 | $635,855.5 | $636,541.67 | - | $686.17 | 0.11% | +0.717% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 7,556 | $693,173.53 | $691,827.36 | - | -$1,346.17 | -0.19% | +0.011% |
| BKR Baker Hughes Company | 4,287 | $261,721.35 | $245,216.4 | - | -$16,504.95 | -6.31% | -0.087% |
| CAT Caterpillar Inc. | 2,196 | $1.35M | $1.8M | - | $449,245.85 | 33.28% | +1.273% |
| CGBL Capital Group Core Balanced ETF | 7,497 | $284,586.12 | $281,999.65 | - | -$2,586.47 | -0.91% | +0.548% |
| CGDV Capital Group Dividend Value ETF | 8,214 | $349,423.56 | $406,346.58 | - | $56,923.02 | 16.29% | +1.042% |
| CMI Cummins Inc. | 739 | $322,310.83 | $393,366 | - | $71,055.17 | 22.05% | +0.012% |
| COHR Coherent Corp. | 3,656 | $1.44M | $1.21M | - | -$227,915.04 | -15.8% | +4.654% |
| CRWD CrowdStrike Holdings, Inc. | 7,748 | $1.48M | $1.91M | - | $432,996.98 | 29.29% | +3.796% |
| CSCO Cisco Systems, Inc. | 15,868 | $1.86M | $1.74M | - | -$122,818.32 | -6.59% | +0.192% |
| CWB SPDR Bloomberg Convertible Securities ETF | 3,483 | $273,396.7 | $358,261.38 | - | $84,864.68 | 31.04% | +1.151% |
| DDOG Datadog, Inc. Class A Common Stock | 5,904 | $1.54M | $1.41M | - | -$124,024.09 | -8.07% | +4.103% |
| DELL Dell Technologies Inc. | 5,426 | $983,065.56 | $3.12M | - | $2.14M | 217.3% | +1.201% |
| DHS WisdomTree U.S. High Dividend Fund | 2,117 | $240,670.72 | $243,857.23 | - | $3,186.51 | 1.32% | -0.061% |
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 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 $18.82M 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.
