Dan Carman Portfolio
Invests via Alapocas Investment Partners Inc. | Managed by Daniel Alden Carman
Invests via Alapocas Investment Partners Inc.
Managed by Daniel Alden Carman
Automatically Tracked
Dan Carman Profile
Dan Carman is a seasoned investor-operator with extensive experience in the technology sector. His career has been marked by significant contributions to early-stage startups, where he played pivotal roles in product development and market penetration. Known for his strategic foresight, he effectively bridges operational execution with investment opportunities, driving both growth and innovation. With a strong educational background in business management from a top-tier institution, his expertise extends to fostering collaborative environments that empower teams to achieve remarkable results. Dan's track record of successful exits demonstrates his acute understanding of capital markets dynamics and entrepreneurial success.
Dan Carman is a seasoned investor-operator with extensive experience in the technology sector. His career has been marked by significant contributions to early-stage startups, where he played pivotal roles in product development and market penetration. Known for his strategic foresight, he effectively bridges operational execution with investment opportunities, driving both growth and innovation. With a strong educational background in business management from a top-tier institution, his expertise extends to fostering collaborative environments that empower teams to achieve remarkable results. Dan's track record of successful exits demonstrates his acute understanding of capital markets dynamics and entrepreneurial success.
Investment Philosophy & Strategy
Innovation in the technology landscape often hinges on strategic execution, and Dan Carman exemplifies this dynamic. His extensive background in startup environments equips him to identify emerging trends and capitalize on them swiftly. He leverages his operational insights to enhance product-market fit, pushing boundaries while fostering a culture of creativity within teams. Investment decisions reflect a deep understanding of market cycles and technological advancements, aimed at driving substantial growth for stakeholders. Through a blend of entrepreneurial spirit and astute financial acumen, he cultivates unique opportunities that position ventures favorably for success.
Innovation in the technology landscape often hinges on strategic execution, and Dan Carman exemplifies this dynamic. His extensive background in startup environments equips him to identify emerging trends and capitalize on them swiftly. He leverages his operational insights to enhance product-market fit, pushing boundaries while fostering a culture of creativity within teams. Investment decisions reflect a deep understanding of market cycles and technological advancements, aimed at driving substantial growth for stakeholders. Through a blend of entrepreneurial spirit and astute financial acumen, he cultivates unique opportunities that position ventures favorably for success.
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:
35.88%
Gain +0.14%
Monthly
0.48%
Yearly
5.94%
Drawdown
23.63%
$108.13M
Equity
Holdings
$108.13M
Investment
$71.81M
$36.69M
Profit +$215,535.75
Realized
$366,041.16
Unrealized
$36.32M
Dividends
$6.5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$215,535.75
Win %
67%
This Week
Compared To Last Week
Gain
1.78%
Profit
$1.89M
Win %
67%
This Month
Compared to last month
Gain
1.89%
Profit
$2.01M
Win %
67%
This Year
Compared to last year
Gain
5.58%
Profit
$5.72M
Win %
57%
QLYS Qualys, Inc.
+2.06%
+$173,724.3 
TREX Trex Company, Inc.
+1.83%
+$56,000.8 
CPRT Copart Inc.
+1.31%
+$42,323.75 
V Visa Inc. Class A
+1.08%
+$120,206.04 
MA Mastercard Incorporated
+1.04%
+$32,337.36 
ADP Automatic Data Processing Inc.
+0.77%
+$10,544.17 
AAPL Apple Inc.
+0.59%
+$77,819.61 
MCO Moody's Corporation
+0.59%
+$27,726.66 
COST Costco Wholesale Corporation
+0.55%
+$26,073 
ADBE Adobe Inc.
+0.35%
+$4,887.54 
DPZ Domino's Pizza Inc.
+0.21%
+$5,949.99 
AVUV Avantis U.S. Small Cap Value ETF
+0.12%
+$237.58 
DHR Danaher Corporation
-2.65%
-$64,205.42 
ALGN Align Technology, Inc.
-1.17%
-$35,135.36 
IXUS iShares Core International Stock ETF
-1.12%
-$3,672.9 
TJX The TJX Companies, Inc.
-0.86%
-$54,048 
AMT American Tower Corporation
-0.79%
-$4,470.97 
AMZN Amazon.com Inc
-0.72%
-$102,219.36 
QQQ Invesco QQQ Trust, Series 1
-0.64%
-$1,333 
RACE Ferrari N.V.
-0.43%
-$22,555.81 
GOOG Alphabet Inc
-0.41%
-$67,608.97 
GOOGL Alphabet Inc
-0.4%
-$5,506.05 
SPY SPDR S&P 500 ETF Trust
-0.31%
-$849.11 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.19%
-$446.36 
VTV Vanguard Value ETF
-0.08%
-$243.78 Events
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Dividends
Dividend Analysis
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| Trades 348 | Longs Won 206/348 59% | Profit Factor 2.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $735,161.61 |
| Average Win $314,338.92 | Best Trade (Oct 08) $5.58M | Sharpe Ratio -10.75 |
| Average Loss -$197,650.3 | Worst Trade (Sep 29) -$2.43M | Z-Score 1.49 (86.31%) |
| Commissions $0 | Avg. Trade Length 2y 10m 1w 4d | Expectancy $105,423.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.19% |
| Consecutive Losing Trades | 547 | 492 | 438 | 383 | 328 | 274 | 219 | 164 | 109 | 55 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 38,910 | $6.75M | $13.18M | - | $6.43M | 95.25% | +0.594% |
| ADBE Adobe Inc. | 6,034 | $2.15M | $1.41M | - | -$739,536.65 | -34.41% | +0.348% |
| ADP Automatic Data Processing Inc. | 5,207 | $1.24M | $1.39M | - | $144,528.88 | 11.65% | +0.767% |
| ALGN Align Technology, Inc. | 21,424 | $3.75M | $2.96M | - | -$785,262.65 | -20.96% | -1.173% |
| AMT American Tower Corporation | 3,400 | $648,065.23 | $560,541 | - | -$87,524.23 | -13.51% | -0.791% |
| AMZN Amazon.com Inc | 54,372 | $6.9M | $14.03M | - | $7.13M | 103.19% | -0.723% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,697 | $211,717.72 | $202,401.19 | - | -$9,316.53 | -4.4% | +0.118% |
| COST Costco Wholesale Corporation | 5,000 | $2.8M | $4.74M | - | $1.94M | 69.31% | +0.553% |
| CPRT Copart Inc. | 120,925 | $3.65M | $3.26M | - | -$387,463.86 | -10.62% | +1.315% |
| DHR Danaher Corporation | 11,089 | $2.96M | $2.36M | - | -$597,178.59 | -20.2% | -2.65% |
| DPZ Domino's Pizza Inc. | 9,297 | $3.76M | $2.82M | - | -$940,467.46 | -24.98% | +0.211% |
| GOOG Alphabet Inc | 47,279 | $5.98M | $16.36M | - | $10.38M | 173.6% | -0.412% |
| GOOGL Alphabet Inc | 3,905 | $525,156.85 | $1.36M | - | $838,039.6 | 159.58% | -0.402% |
| IXUS iShares Core International Stock ETF | 3,465 | $330,699.6 | $325,155.6 | - | -$5,544 | -1.68% | -1.117% |
| MA Mastercard Incorporated | 5,444 | $2.15M | $3.14M | - | $989,707.56 | 46.12% | +1.042% |
| MCO Moody's Corporation | 10,404 | $3.83M | $4.71M | - | $875,770.26 | 22.87% | +0.593% |
| PZA Invesco National AMT-Free Municipal Bond ETF | 11,159 | $262,459.68 | $235,566.49 | - | -$26,893.19 | -10.25% | -0.189% |
| QLYS Qualys, Inc. | 43,215 | $5.09M | $8.59M | - | $3.5M | 68.72% | +2.064% |
| QQQ Invesco QQQ Trust, Series 1 | 274 | $201,773.61 | $206,285.01 | - | $4,511.4 | 2.24% | -0.642% |
| RACE Ferrari N.V. | 13,426 | $3.36M | $5.17M | - | $1.8M | 53.55% | -0.435% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Dan Carman?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $6.96M, Costco Wholesale Corporation - $3.66M, The TJX Companies, Inc - $3.54M, Apple Inc - $2.88M, and Visa Inc. Class A - $2.22M. 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: Trex Company, Inc - $5.03M, Adobe Inc - $4.75M, UnitedHealth Group Incorporated - $2.5M, American Tower Corporation - $1.49M, and Danaher Corporation - $1.46M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dan Carman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.5M earned over time. The largest contributors to dividend income include Stellantis N.V - $2.47M, American Tower Corporation - $660,782.57, The TJX Companies, Inc - $567,854.65, Costco Wholesale Corporation - $465,516.66, and UnitedHealth Group Incorporated - $434,836.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dan Carman's monthly returns?
Dan Carman's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Dan Carman's strategy be considered aggressive or moderate?
Dan Carman's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Dan Carman's strategy?
Dan Carman's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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