Justin Dausch Portfolio
Invests via ALM First Financial Advisors LLC | Managed by Jason Haley, Robert Perry
Invests via ALM First Financial Advisors LLC
Managed by Jason Haley, Robert Perry
Automatically Tracked
Justin Dausch Profile
Justin Dausch has established a significant presence in the entrepreneurial landscape, demonstrating expertise as both an operator and innovator. With a focus on technology-driven solutions, he has successfully founded and scaled ventures that cater to evolving market demands. His leadership in developing product strategies has positioned companies at the forefront of competitive sectors. Beyond his foundational work, Justin actively engages with investment circles, driving growth through strategic partnerships and funding initiatives. He embodies a blend of operational acumen and creative vision that is vital for fostering innovation across industries.
Justin Dausch has established a significant presence in the entrepreneurial landscape, demonstrating expertise as both an operator and innovator. With a focus on technology-driven solutions, he has successfully founded and scaled ventures that cater to evolving market demands. His leadership in developing product strategies has positioned companies at the forefront of competitive sectors. Beyond his foundational work, Justin actively engages with investment circles, driving growth through strategic partnerships and funding initiatives. He embodies a blend of operational acumen and creative vision that is vital for fostering innovation across industries.
Investment Philosophy & Strategy
Leveraging a robust entrepreneurial background, Justin Dausch possesses a distinct aptitude for identifying disruptive trends within technology sectors. His approach emphasizes the exploration of uncharted opportunities where innovation meets market needs. In navigating complex dynamics, he strategically aligns capital with high-potential ventures while nurturing collaborative ecosystems that accelerate growth. By maintaining an adaptive mindset, he ensures agility in execution and responsiveness to emerging challenges, laying the groundwork for scalable solutions that drive sustained impact.
Leveraging a robust entrepreneurial background, Justin Dausch possesses a distinct aptitude for identifying disruptive trends within technology sectors. His approach emphasizes the exploration of uncharted opportunities where innovation meets market needs. In navigating complex dynamics, he strategically aligns capital with high-potential ventures while nurturing collaborative ecosystems that accelerate growth. By maintaining an adaptive mindset, he ensures agility in execution and responsiveness to emerging challenges, laying the groundwork for scalable solutions that drive sustained impact.
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:
59.05%
Gain +0.44%
Monthly
0.94%
Yearly
11.93%
Drawdown
16.1%
$651.86M
Equity
Holdings
$651.86M
Investment
$522.7M
$149.86M
Profit +$2.13M
Realized
$20.7M
Unrealized
$129.16M
Dividends
$44.84M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$2.13M
Win %
75%
This Week
Compared To Last Week
Gain
0.96%
Profit
$6.18M
Win %
75%
This Month
Compared to last month
Gain
1.65%
Profit
$10.58M
Win %
75%
This Year
Compared to last year
Gain
3.64%
Profit
$23.03M
Win %
79%
VDC VANGUARD CONSUMER STAPLES ETF
+1.17%
+$9,998.37 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$29,255.84 
IVV iShares Core S&P 500 ETF
+0.8%
+$145,268.1 
SPY SPDR S&P 500 ETF Trust
+0.8%
+$145,062.67 
VOO Vanguard S&P 500 ETF
+0.74%
+$1.51M 
XLK State Street Technology Select Sector SPDR ETF
+0.74%
+$5,383.41 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.72%
+$38,570 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.63%
+$116,207.37 
BAR GraniteShares Gold Trust
+0.54%
+$61,949.8 
EYLD Cambria Emerging Shareholder Yield Fund
+0.54%
+$255,710 
SYLD Cambria Shareholder Yield ETF
+0.35%
+$50,644.5 
SCHP Schwab U.S. TIPS ETF
+0.24%
+$29,250 
AGG iShares Core U.S. Aggregate Bond ETF
+0.21%
+$1,953.4 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$24,388 
TRTY Cambria Trinity ETF
+0.17%
+$124,905 
FYLD Cambria Foreign Shareholder Yield ETF
+0.1%
+$59,100 
BLDG Cambria Global Real Estate ETF
-0.62%
-$154,922.5 
IHI iShares U.S. Medical Devices ETF
-0.6%
-$1,726.08 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.36%
-$54,333 
VHT Vanguard Health Care ETF
-0.29%
-$1,277.88 
VAMO Cambria Value and Momentum ETF
-0.29%
-$147,758.6 
GVAL Cambria Global Value ETF
-0.19%
-$117,308.25 Events
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Dividends
Dividend Analysis
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| Trades 113 | Longs Won 78/113 69% | Profit Factor 50.71 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.09M |
| Average Win $1.96M | Best Trade (Oct 06) $48.67M | Sharpe Ratio -15.64 |
| Average Loss -$86,137.98 | Worst Trade (Oct 01) -$616,208.53 | Z-Score 4.69 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 4d | Expectancy $1.33M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.09% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AGG iShares Core U.S. Aggregate Bond ETF | 9,767 | $966,151.64 | $921,321.11 | - | -$44,830.53 | -4.64% | +0.212% |
| BAR GraniteShares Gold Trust | 281,590 | $6.38M | $11.53M | - | $5.15M | 80.73% | +0.54% |
| BLDG Cambria Global Real Estate ETF | 999,500 | $25.75M | $24.78M | - | -$976,958.28 | -3.79% | -0.621% |
| BND Vanguard Total Bond Market Index Fund | 174,200 | $12.74M | $12.2M | - | -$543,996.53 | -4.27% | +0.2% |
| DBMF iMGP DBi Managed Futures Strategy ETF | 452,775 | $12.78M | $14.95M | - | $2.17M | 16.95% | -0.362% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 749,725 | $18.3M | $18.63M | - | $330,705.91 | 1.81% | +0.628% |
| EYLD Cambria Emerging Shareholder Yield Fund | 983,500 | $38.51M | $47.98M | - | $9.46M | 24.57% | +0.536% |
| FYLD Cambria Foreign Shareholder Yield ETF | 1.48M | $48.5M | $58.55M | - | $10.05M | 20.73% | +0.101% |
| GVAL Cambria Global Value ETF | 1.56M | $40.11M | $60.8M | - | $20.7M | 51.6% | -0.193% |
| IHI iShares U.S. Medical Devices ETF | 5,568 | $329,736.96 | $285,527.04 | - | -$44,209.92 | -13.41% | -0.601% |
| IVV iShares Core S&P 500 ETF | 23,355 | $15.77M | $18.32M | - | $2.55M | 16.14% | +0.799% |
| IWF iShares Russell 1000 Growth ETF | 23,980 | $2.25M | $3.11M | - | $856,565.84 | 38.06% | +0.951% |
| SCHP Schwab U.S. TIPS ETF | 487,500 | $12.75M | $12.26M | - | -$492,402.7 | -3.86% | +0.239% |
| SPY SPDR S&P 500 ETF Trust | 23,473 | $15.79M | $18.33M | - | $2.54M | 16.1% | +0.798% |
| SYLD Cambria Shareholder Yield ETF | 177,700 | $11.27M | $14.54M | - | $3.27M | 29.01% | +0.35% |
| TRTY Cambria Trinity ETF | 2.27M | $57.29M | $71.82M | - | $14.53M | 25.35% | +0.174% |
| VAMO Cambria Value and Momentum ETF | 1.43M | $44.28M | $50.63M | - | $6.35M | 14.34% | -0.291% |
| VDC VANGUARD CONSUMER STAPLES ETF | 3,898 | $851,635.04 | $867,285.51 | - | $15,650.47 | 1.84% | +1.166% |
| VHT Vanguard Health Care ETF | 1,389 | $391,975.8 | $435,576.51 | - | $43,600.71 | 11.12% | -0.293% |
| VOO Vanguard S&P 500 ETF | 285,434 | $153.3M | $204.83M | - | $51.53M | 33.61% | +0.744% |
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FAQ
Which stocks have generated the highest profits for Justin Dausch?
The largest contributions to the portfolio's profits come from the following stocks: Cambria Global Momentum ETF - $18.83M, Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Obligations Fund - $5.71M, Vanguard S&P 500 ETF - $5.6M, Cambria Trinity ETF - $5.44M, and Vanguard Total Bond Market Index Fund - $4.75M. 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: NVIDIA Corporation - $40,145, Apple Inc - $29,442, Microsoft Corp - $3,593.3, and International Paper Company - $28.87. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Justin Dausch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.84M earned over time. The largest contributors to dividend income include Goldman Sachs Trust - Goldman Sachs Financial Square Treasury Obligations Fund - $5.71M, Cambria Trinity ETF - $5.31M, Cambria Global Momentum ETF - $4.82M, Vanguard Total Bond Market Index Fund - $4.15M, and Vanguard S&P 500 ETF - $4.06M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Justin Dausch's monthly returns?
Justin Dausch'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 Justin Dausch's strategy be considered aggressive or moderate?
Justin Dausch's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Justin Dausch's strategy?
Justin Dausch'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.
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