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9:41
$QUAI
AI Supply Chain Portfolio
Richard M. Davis, ex-MillenniumBuilt by Richard M. Davis, ex-Millennium
Copiers512
Copying$1.2M
ActivityHigh
Performance
Holdings
Sectors
+0.0%All-Time
1W1M3M1YAll-Time
$QUAI+0.0%
Market+0.0%
What is this?
Top Holdings
NVDANvidia18.4%
MSFTMicrosoft12.6%
AVGOBroadcom9.8%
PLTRPalantir8.2%
TSMTaiwan Semiconductor7.5%
METAMeta Platforms6.9%
AMDAdvanced Micro Devices5.4%
Sectors
46%Technology
Technology46%
Healthcare22%
Defense18%
Industrials14%
Ask Arlo
Why did it rebalance?
What am I exposed to?
Richard M. Davis
AI Supply Chain Portfolio5h
Richard M. Davis · Rebalance
Buy AVGOSell PLTRHold MSFT
$QUAI Rotating weight toward stronger risk-adjusted signals after the pullback. Routine, signal-driven — not a change in the core thesis.
Syncing your account…
Your account rebalanced automatically to match Richard’s update.
Richard’s rebalanceYour account
512 copiers updated · 2 min ago
ArloNewReading your account.
is this portfolio a good fit for me?
Inside your risk band, with one flag.
It sits at Moderately Aggressive, same as your survey. Its volatility runs above your target range, and NVDA alone is 18% of the book.

For illustrative purposes only

INTRODUCING ARLO

Your next question starts here.

Meet dub’s AI assistant for investing information. Break down portfolios, get to know creators, research the market, and explore your next investing idea—all in one conversation.

9:41
Arlo
what can you do, arlo?
I'm dub's AI assistant for investing information.
Ask in plain words about any portfolio, creator or stock on dub. I answer from dub's data and current news, and show how I got there.
Arlo
Remembers why. Explains how.
Remembers why. Explains how.
Now in dub

HOW IT WORKS

Three simple steps.

1

Find an investor whose thinking makes sense to you.

Read their reasoning, not just their positions.

1

2

Own the same strategy in one tap.

You choose the portfolio, the amount, and the timing.

2

3

Stay in sync—when they trade, you trade.

You see every change, and you can exit anytime.

3

9:41
$QUAI
Invest in AI Supply Chain Portfolio
Richard M. DavisBuilt by Richard M. Davis, ex-Millennium
$0
Buying power · $250.00
$50$100$250$500
Auto-copy on
When Richard rebalances, your account follows.
1
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3
4
5
6
7
8
9
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0
⌫
How often?
One time
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You choose the amount and the timing.
Money moves both ways
Deposit in minutes. Withdraw anytime — it’s your brokerage account, in your name.
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What you pay
7 days free from account approval, then from $7.50/mo. Cancel anytime. No charges before approval.

For illustrative purposes only

REGULATED SERVICES

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Check our registrations on BrokerCheck. Read the pricing before you pay it. Then decide.

“Getting to see the allocations of the portfolios, along with short notes when rebalancing occurs, improves my trust in this product.”

Current dub User

Uncompensated testimonial from App Store

4.7 from 10,000+ App Store ratings

Investor and performance information are not actual and shown for illustrative purposes only

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FACT SHEET

A real account, with plain terms.

Why we verify identity

dub opens a real brokerage account in your name — that’s why we ask for your SSN.

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dub Financial, LLC — SEC-registered broker-dealer, member FINRA/SIPC. Clearing by Apex.

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Protected up to $500,000 (including $250,000 for cash) by SIPC against brokerage failure.

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Your accounts are secured via AES-grade bank-grade encryption and security.

What dub costs

7 days free from account approval, then starting from $7.50/mo. Cancel anytime.

Money moves both ways

Deposit in minutes. Withdrawals typically arrive in 3-5 business days.

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© 2026 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2026 DASTA Inc. All Rights Reserved.

1 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses

‍2 The clips featured are excerpts from a live, unscripted podcast featuring our CEO. This content was produced during an interactive session without a pre-written script, and the opinions, comments, and insights expressed are those of the speaker at that moment. They do not necessarily reflect the official views or policies of dub. This material is provided for informational purposes only and should not be construed as investment advice or an official endorsement by dub. Viewers are encouraged to conduct their own research before making any decisions based on this content.

© 2026 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2026 DASTA Inc. All Rights Reserved.

1 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses

‍2 The clips featured are excerpts from a live, unscripted podcast featuring our CEO. This content was produced during an interactive session without a pre-written script, and the opinions, comments, and insights expressed are those of the speaker at that moment. They do not necessarily reflect the official views or policies of dub. This material is provided for informational purposes only and should not be construed as investment advice or an official endorsement by dub. Viewers are encouraged to conduct their own research before making any decisions based on this content.

© 2026 DASTA Incorporated (“dub”). All Rights Reserved.

This content is provided for informational purposes only and is not intended as and may not be relied on in any manner as investment advice, a recommendation of any interest in any security offered on dub. All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results, and investors should consider their own investment goals, risk tolerance, and financial situation before investing. The information contained herein is subject to change. The dub app is owned and operated by DASTA Inc. Advisory services provided by dub Advisors, LLC, an SEC-registered investment adviser. Brokerage services provided by DASTA Financial, LLC, to retail customers for US-listed, registered securities and ETFs on a self-directed basis. Clearing services are provided by APEX Clearing Corporation (”APEX”). Both DASTA Financial and APEX are SEC-registered broker-dealers and members of Financial Industry Regulatory Authority (“FINRA”) and Securities Investor Protection Corporation (“SIPC”). The registrations and memberships above in no way imply that the SEC, FINRA, or SIPC has endorsed the entities, products or services discussed herein. © 2026 DASTA Inc. All Rights Reserved.

1 Source: https://io-fund.com/broad-market/financial-analysis/retail-investors-market-losses

‍2 The clips featured are excerpts from a live, unscripted podcast featuring our CEO. This content was produced during an interactive session without a pre-written script, and the opinions, comments, and insights expressed are those of the speaker at that moment. They do not necessarily reflect the official views or policies of dub. This material is provided for informational purposes only and should not be construed as investment advice or an official endorsement by dub. Viewers are encouraged to conduct their own research before making any decisions based on this content.