Closelook Records · Analyst / strategist
Dan Ives — Wedbush Securities
Sell-side price targets are public, dated and archived by aggregators — but there is no composite return series, targets are revised freely, and no platform computes an outcome record. The IVES ETF (since mid-2025) adds a first NAV-verifiable slice.
The record, as shown at the source
| Metric | Value | As of | Source |
|---|---|---|---|
| Record format | Dated public price targets + rating changes; aggregator-tracked, no composite record | 22 Oct 2026 | Wedbush / public record ↗ |
| Signature position | Most prominent Tesla and AI-complex bull in US financial media | 22 Oct 2026 | public record ↗ |
Figures are quoted exactly as the named source showed them on the stated date; they move daily — verify at the source before relying on them.
Closelook Rating v1 — Mixed
Scored on the NAV-verified series (IVES, 2025-06-04 → 2026-11-11), not the person. Evidence length dampens short windows; the verifiability basis caps the score at 100. Published-method opinion over sourced facts — the full formula. A diary lens, not advice.
The Closelook battery computed · v1
Computed by Closelooknet from IVES daily adjusted closes, 2025-06-04 → 2026-11-11 (1.4y window) — not the platform's figures. v1 — daily adjusted closes; Sharpe/Sortino with rf = 0; annualisation ×√252; monthly stats from month-end closes.
| Metric | Value |
|---|---|
| CAGR (window) | +28.7% |
| Total return (window) | +44% |
| Trailing 1y | +7.7% |
| Volatility (ann.) | 28.5% |
| Sharpe (rf = 0) | 1.01 |
| Sortino (rf = 0) | 1.43 |
| Max drawdown | -22.6% (2025-10-29 → 2026-03-30) |
| Calmar | 1.27 |
| Winning months | 53% of 17 |
| Best month | +22.0% (May 2026) |
| Worst month | -9.5% (Oct 2026) |
| Excess CAGR vs S&P 500 (SPY) | +9.4% (SPY: +19.4%) |
| Beta vs SPY | 1.83 |
| Correlation vs SPY | 0.83 |
Battery computed 2026-11-12. The quick-view rating above is built from these components — formula.
Fund holdings — Dan Ives Wedbush AI Revolution ETF (IVES)
$1.0B net assets across 31 positions, reported for 2026-07-31 and filed 2026-09-23 on Form N-PORT. Against 2026-04-30: 2 new, 2 exited, 14 added, 15 trimmed. Form N-PORT portfolio holdings as filed with the SEC; one month per quarter becomes public, about 60 days after the period end. Long and short positions as reported.
| # | Holding | Value | Weight |
|---|---|---|---|
| 1 | MICROSOFT CORP | $0.1B | 5.9% |
| 2 | AMAZON.COM INC | $0.1B | 5.3% |
| 3 | APPLE INC | $0.0B | 4.9% |
| 4 | BROADCOM INC | $0.0B | 4.8% |
| 5 | ALPHABET INC | $0.0B | 4.8% |
| 6 | NVIDIA CORP | $0.0B | 4.8% |
| 7 | TAIWAN SEMICONDUCTOR MANUFACTURING COMPANY LTD | $0.0B | 4.7% |
| 8 | ADVANCED MICRO DEVICES INC | $0.0B | 4.1% |
| 9 | META PLATFORMS INC | $0.0B | 4.0% |
| 10 | MICRON TECHNOLOGY INC | $0.0B | 4.0% |
From the fund's filing at SEC EDGAR.
The Closelook read
The loudest tech bull on the sell side. Every target is public and datable — and like all analyst records, the sum of them is unscored. The Famous Calls Record takes them one at a time.
Aggregators archive sell-side targets, so individual Ives calls are easy to date and check — TipRanks-style hit rates exist but depend heavily on methodology (horizon, revision handling, universe). That is why the catalogue grades the format C on verifiability and tracks the headline calls individually instead of quoting a blended accuracy number nobody computes the same way. His $600 Tesla target is the live test case in our Famous Calls Record.
In the Famous Calls Record
- Open Tesla closed at 390.84 on 2026-11-11 — it needs +53.5% to reach the target. the entry →
Standings are computed nightly from closes under each entry's stated rule (as of 2026-11-12); the written verdict on the entry page is editorial.
Entry updated 22 Oct 2026 · All records · Famous Calls Record