DAVID R. RAHN & Overview
David R. Rahn & Associates Inc. is an investment advisor that manages 209.8 MM dollars in regulatory AUM and has 4 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/10 to 03/31/19. The fund's latest filing disclosed 118MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/10 to 03/31/19. The fund's latest filing disclosed 118MM in positions, representing 56% of the manager's regulatory AUM.
DAVID R. RAHN & StockAlpha
| Top 25% |
3yr StockAlpha
Register for more...
Fundamental & Technical Factor Exposure
DAVID R. RAHN & Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| TOTL | 13.92% | ETF | 1.28% | 0.18% | 1 | 4% | ||
| UOCT | 7.45% | Financials | 0% | -0.06% | 3 | 0% | ||
|
Get the Full Report |
||||||||
FEATURED IN
DAVID R. RAHN & Founders and Key Employees
| Name | Title | In Position Since |
|---|
| David R. Rahn | President/Cfo/Secretary/Director | May-1992 |
| Clara Basile | Vice President/Portfolio Manager | July-1992 |
| William D. Oberman | Vice President/Chief Compliance Officer/Portfolio Manager | July-1992 |
DAVID R. RAHN & Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
DAVID R. RAHN & Investment Strategy
ITEM 8: METHOD OF ANALYSIS, INVESTMENT STRATEGIES AND Risk of Loss
Avalon Research
Avalon makes investment decisions within the context of a long-term, historical perspective on investments and asset classes. Avalon analyzes the sequential relationships that exist among interest rates, bonds, stocks, currencies, commodities and business activity. Avalon monitors these relationships using computer-intensive techniques that enable Avalon to isolate opportunities for inclusion in a portfolio given the market environment and the client’s goals and risk tolerance.
Avalon also subscribes to a number of other research sources, in order to supplement its core research.
6
Avalon Capital Management Part 2 A SEC File Number: 801-37257
CRD Number: 107491 (“Brochure”)
Avalon’s Portfolio Design and Manageme...
Get the Full Report
Avalon Research
Avalon makes investment decisions within the context of a long-term, historical perspective on investments and asset classes. Avalon analyzes the sequential relationships that exist among interest rates, bonds, stocks, currencies, commodities and business activity. Avalon monitors these relationships using computer-intensive techniques that enable Avalon to isolate opportunities for inclusion in a portfolio given the market environment and the client’s goals and risk tolerance.
Avalon also subscribes to a number of other research sources, in order to supplement its core research.
6
Avalon Capital Management Part 2 A SEC File Number: 801-37257
CRD Number: 107491 (“Brochure”)
Avalon’s Portfolio Design and Manageme...
Get the Full Report
DAVID R. RAHN & Portfolio Concentration
DAVID R. RAHN & Location
495 SEAPORT COURT STE 106
PORT OF REDWOOD CITY, California
UNITED STATES, 94063-2785
PORT OF REDWOOD CITY, California
UNITED STATES, 94063-2785
DAVID R. RAHN & Contact Information
Phone Number: 650-306-1500
Fax Number: 650-306-1499
Website: http://www.avaloncapital.com
Fax Number: 650-306-1499
Website: http://www.avaloncapital.com
READ RECENT SYMMETRIC REPORTS
Disclaimer
The information contained herein: (1) is proprietary to Symmetric and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Symmetric nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance and skill metrics are no guarantee of future results. "Symmetric," "Symmetric.io" and the Symmetric logo are marks of Symmetric, Inc. Read our privacy policy here. Read our terms of use here
