Kristina Bentzen Portfolio

Invests via Paradigm, Strategies in Wealth Management LLC | Managed by Kristina (Kris) Bentzen, Sean Grote

Invests via Paradigm, Strategies in Wealth Management LLC

Managed by Kristina (Kris) Bentzen, Sean Grote

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:04 PM

Kristina Bentzen Profile

Kristina Bentzen is a seasoned corporate leader with extensive experience in the financial technology sector. Her professional journey has seen her excel in various executive roles where she drove innovation and market expansion for key organizations. With a solid background in operations and business development, she has been instrumental in implementing strategies that enhance organizational performance and align technological solutions with client needs. Bentzen's leadership reflects a commitment to harnessing digital transformation within finance, making significant contributions to industry standards and practices. Her insights into emerging technologies position her as an influential figure at the intersection of finance and tech, attracting interest from investors looking to capitalize on future trends.

Investment Philosophy & Strategy

Capitalizing on transformative technologies, Kristina Bentzen aims to reshape the financial landscape through innovative strategies. With her rich background in executive roles within financial technology, she exhibits a strong orientation toward leveraging digital solutions that drive operational efficiency and client-centric growth. Her strategic vision prioritizes market expansion while emphasizing agility in navigating industry shifts. By aligning technological advancements with investment opportunities, Bentzen positions herself as a thought leader who attracts forward-thinking stakeholders eager to engage in disruptive innovations within finance.

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:

23.17%

Gain +0.32%

Monthly

0.48%

Yearly

5.86%

Drawdown

12.39%

$159.75M

Equity

Holdings

$159.75M

Investment

$118.28M

$49.94M

Profit +$605,621.75

Realized

$8.48M

Unrealized

$41.46M

Dividends

$15.89M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.32%

Profit

$605,621.75

Win %

81%

This Week

Compared To Last Week

Gain

0.51%

Profit

$805,324.91

Win %

81%

This Month

Compared to last month

Gain

-0.2%

Profit

-$320,362.04

Win %

81%

This Year

Compared to last year

Gain

6.32%

Profit

$9.46M

Win %

83%

Gainers
Losers

T AT&T Inc.

+2.46%

+$4,377.62

SCHA Schwab U.S. Small-Cap ETF

+1.15%

+$11,084.09

XLU Utilities Select Sector SPDR Fund

+1.08%

+$6,496.59

SCHM Schwab U.S. Mid-Cap ETF

+1.07%

+$38,067.64

SLYV SPDR S&P 600 Small Cap Value ETF

+1.03%

+$3,048.7

IJR iShares Core S&P Small-Cap ETF

+1%

+$185,417.81

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$185,550.7

MVIS Microvision Inc.

+0.86%

+$80.6

PG Procter & Gamble Co

+0.85%

+$32,899.82

EQWL Invesco S&P 100 Equal Weight ETF

+0.8%

+$4,785.73

JTEK JPMorgan U.S. Tech Leaders ETF

+0.77%

+$2,464.92

DIA SPDR Dow Jones Industrial Average ETF Trust

+0.75%

+$3,784.81

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$1,933.62

MDY SPDR S&P MidCap 400 ETF Trust

+0.73%

+$14,253.51

UNH UnitedHealth Group Incorporated

+0.72%

+$2,343.18

MO Altria Group, Inc.

+0.72%

+$1,764.39

IVE ISHARES S&P 500 VALUE ETF

+0.71%

+$2,559.62

JIVE JPMorgan International Value ETF

+0.7%

+$4,357.6

BRK-B Berkshire Hathaway Inc.

+0.69%

+$5,725.17

COST Costco Wholesale Corporation

+0.68%

+$4,102.56

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$2,253.44

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+0.62%

+$9,444.62

SPY SPDR S&P 500 ETF Trust

+0.57%

+$24,483.18

GOOGL Alphabet Inc

+0.56%

+$2,790.01

IWB iShares Russell 1000 ETF

+0.55%

+$3,489.84

JEPI JPMorgan Equity Premium Income Fund

+0.47%

+$6,149.52

IVW ISHARES S&P 500 GROWTH ETF (3IS8)

+0.41%

+$1,504.25

HEFA iShares Currency Hedged MSCI EAFE ETF

+0.36%

+$65,454.01

SCHF Schwab International Equity ETF

+0.29%

+$24,818.72

NVDA NVIDIA Corporation

+0.18%

+$1,142.19

SCHG Schwab U.S. Large-Cap Growth ETF

+0.15%

+$32,719.15

MSFT Microsoft Corp.

+0.13%

+$351.52

IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF

+0.12%

+$539.91

JMST JPMorgan Ultra-Short Municipal Income Fund

+0.1%

+$1,258.15

AIQ Global X Artificial Intelligence & Technology ETF

+0.08%

+$763.2

IBDR iShares iBonds Dec 2026 Term Corporate ETF

+0.06%

+$276.74

IWF iShares Russell 1000 Growth ETF

+0.06%

+$291.9

IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF

+0.04%

+$225.54

JPST JPMorgan Ultra-Short Income ETF

+0.03%

+$3,917.19

IBDS iShares iBonds Dec 2027 Term Corporate ETF

+0.02%

+$276.38

IBDT iShares iBonds Dec 2028 Term Corporate ETF

AAPL Apple Inc.

-1.52%

-$65,641.5

AMZN Amazon.com Inc

-1.21%

-$10,011.78

NOC Northrop Grumman Corporation

-0.4%

-$759.01

IBDY iShares iBonds Dec 2033 Term Corporate ETF

-0.14%

-$1,643.53

IBMT iShares iBonds Dec 2031 Term Muni Bond ETF

-0.14%

-$464.24

BSCY Invesco BulletShares 2034 Corporate Bond ETF

-0.12%

-$465.15

IBCA iShares iBonds Dec 2035 Term Corporate ETF

-0.12%

-$4,451.49

IBMS iShares iBonds Dec 2030 Term Muni Bond ETF

-0.1%

-$349.95

IBDZ iShares iBonds Dec 2034 Term Corporate ETF

-0.08%

-$3,907.18

IBDW iShares iBonds Dec 2031 Term Corporate ETF

-0.07%

-$900.96

IBDX iShares iBonds Dec 2032 Term Corporate ETF

-0.06%

-$1,929.34

IBDV iShares iBonds Dec 2030 Term Corporate ETF

-0.05%

-$625.62

IBDU iShares iBonds Dec 2029 Term Corporate ETF

-0.04%

-$627.74

IBMP iShares iBonds Dec 2027 Term Corporate ETF

-0.02%

-$44.07

Events

Dividends

Dividend Analysis

No Data

Trades 1047	Longs Won 649/1047 61%	Profit Factor 16.17
Profitability	Shorts Won 0/0 0%	Standard Deviation $385,335.18
Average Win $82,023.33	Best Trade (Jun 12) $9.13M	Sharpe Ratio -7.79
Average Loss -$8,271.09	Worst Trade (Mar 31) -$522,197.92	Z-Score -3.08 (100%)
Commissions $0	Avg. Trade Length 1y 7m 3w	Expectancy $47,699.38

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%	<0.01%
Consecutive Losing Trades	19,231	17,308	15,385	13,462	11,538	9,615	7,692	5,769	3,846	1,923