David R. Rahn & Associates Inc.
David R. Rahn & Associates Inc., also known as Avalon Capital Management, is a boutique investment advisory firm based in Menlo Park, California. Founded in 2011, the firm provides asset management services and manages portfolios for a select client base. It is registered with the SEC and employs about 3 people, focusing on personalized portfolio management for individual and institutional clients.
Investment Strategy
The firm employs a diversified investment strategy rooted in fundamental analysis, allocating capital across equities, ETFs, and other securities. Their approach emphasizes risk-adjusted returns, active management, and regular portfolio rebalancing, often with significant exposures to technology, large-cap growth, and specialty funds such as gold and sector ETFs. Holdings are diversified across major indices, prominent technology enterprises, and alternative assets, tailored to client risk preferences and long-term growth objectives.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 8.77% | $35.8M | 147,269 | $121.97 | $243.10 | +$9.2M |
G GDX | VANECK ETF TRUST | 7.92% | $32.3M | 422,938 | $45.01 | $76.40 | +$13.8M |
B BWZ | SPDR SERIES TRUST | 5.75% | $23.5M | 843,388 | $27.60 | $27.82 | +$311.4K |
G GOOG | ALPHABET INC | 4.43% | $18.1M | 74,266 | $132.11 | $243.55 | +$4.4M |
G GLD | SPDR GOLD TR | 3.87% | $15.8M | 44,372 | $158.50 | $355.47 | +$2.0M |