KB
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
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.
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.
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:
79.79%
Gain -0.39%
Monthly
1.02%
Yearly
12.91%
Drawdown
26.16%
$164.23M
Equity
Holdings
$164.23M
Investment
$122.36M
$50.78M
Profit -$391,164.99
Realized
$8.91M
Unrealized
$41.87M
Dividends
$17.3M
Goals
Avg. 51% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.39%
Profit
-$391,164.99
Win %
65%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$1.77M
Win %
65%
This Month
Compared to last month
Gain
-0.86%
Profit
-$1.42M
Win %
65%
This Year
Compared to last year
Gain
0.11%
Profit
$174,909.51
Win %
69%
MO Altria Group, Inc.
+2.84%
+$7,377.65 
PG Procter & Gamble Co
+0.81%
+$31,197.97 
CRWD CrowdStrike Holdings, Inc.
+0.79%
+$4,762.8 
SCHD Schwab U.S. Dividend Equity ETF
+0.37%
+$73,204.68 
AAPL Apple Inc.
+0.33%
+$16,262.79 
COST Costco Wholesale Corporation
+0.25%
+$1,385.28 
GOOGL Alphabet Inc
+0.23%
+$1,189.65 
GOOG Alphabet Inc
+0.23%
+$576.37 
MSFT Microsoft Corp.
+0.12%
+$437.75 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.1%
+$612.77 
JEPI JPMorgan Equity Premium Income Fund
+0.07%
+$969.72 
MVIS Microvision Inc.
-11.51%
-$304.85 
LLY Eli Lilly and Company
-3.85%
-$8,020.24 
XLV Health Care Select Sector SPDR Fund
-1.88%
-$4,336.56 
UNH UnitedHealth Group Incorporated
-1.47%
-$4,266.97 
LGCY Legacy Education Inc.
-1.33%
-$5,321.29 
TSLA Tesla, Inc.
-1.27%
-$3,957.2 
AIQ Global X Artificial Intelligence & Technology ETF
-0.82%
-$8,366.6 
SCHF Schwab International Equity ETF
-0.81%
-$68,261.6 
CVIE Calvert International Responsible Index ETF
-0.74%
-$1,617.43 
SCHA Schwab U.S. Small-Cap ETF
-0.74%
-$6,777.6 
IXN iShares Global Tech ETF
-0.66%
-$1,405.92 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.66%
-$116,194.32 
IJR iShares Core S&P Small-Cap ETF
-0.61%
-$110,088.14 
JIVE JPMorgan International Value ETF
-0.56%
-$10,525.9 
AMZN Amazon.com Inc
-0.55%
-$5,506.97 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.51%
-$1,410.76 
SCHM Schwab U.S. Mid-Cap ETF
-0.41%
-$14,398.16 
JTEK JPMorgan U.S. Tech Leaders ETF
-0.39%
-$5,164.74 
XLU Utilities Select Sector SPDR Fund
-0.39%
-$2,189.6 
QQQ Invesco QQQ Trust, Series 1
-0.38%
-$1,373.75 
NVDA NVIDIA Corporation
-0.37%
-$3,149.71 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.35%
-$84,395.74 
IWF iShares Russell 1000 Growth ETF
-0.35%
-$1,751.36 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.33%
-$1,292.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.3%
-$1,523.65 
IWB iShares Russell 1000 ETF
-0.24%
-$1,627.02 
MDY SPDR S&P MidCap 400 ETF Trust
-0.24%
-$4,485.46 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$10,301.23 
VOO Vanguard S&P 500 ETF
-0.22%
-$1,617.06 
IWV ISHARES RUSSELL 3000 ETF
-0.22%
-$459.78 
EQWL Invesco S&P 100 Equal Weight ETF
-0.21%
-$4,370.96 
IJH iShares Core S&P Mid-Cap ETF
-0.21%
-$538.8 
IBDX iShares iBonds Dec 2032 Term Corporate ETF
-0.19%
-$5,228.46 
IBDY iShares iBonds Dec 2033 Term Corporate ETF
-0.18%
-$2,174.04 
IBDZ iShares iBonds Dec 2034 Term Corporate ETF
-0.16%
-$6,227.08 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.16%
-$3,549.07 
IBCA iShares iBonds Dec 2035 Term Corporate ETF
-0.14%
-$6,805.26 
IBMS iShares iBonds Dec 2030 Term Muni Bond ETF
-0.14%
-$580.46 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.14%
-$2,128.99 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.13%
-$470.57 
IBDW iShares iBonds Dec 2031 Term Corporate ETF
-0.12%
-$1,436.08 
IBDV iShares iBonds Dec 2030 Term Corporate ETF
-0.12%
-$1,533.08 
BRK-B Berkshire Hathaway Inc.
-0.11%
-$974.15 
IVE ISHARES S&P 500 VALUE ETF
-0.11%
-$387.1 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.08%
-$403.4 
IBDU iShares iBonds Dec 2029 Term Corporate ETF
-0.04%
-$634.37 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
-0.02%
-$222.62 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$316.46 
IBMT iShares iBonds Dec 2031 Term Muni Bond ETF
-0.02%
-$99.53 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$1,886.22 Events
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Dividends
Dividend Analysis
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| Trades 1103 | Longs Won 673/1103 61% | Profit Factor 12.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,331.51 |
| Average Win $81,977.25 | Best Trade (Oct 08) $10.54M | Sharpe Ratio -14.7 |
| Average Loss -$10,206.2 | Worst Trade (Mar 31) -$522,197.92 | Z-Score 1.13 (73.95%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w | Expectancy $46,039.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 16,129 | 14,516 | 12,903 | 11,290 | 9,677 | 8,065 | 6,452 | 4,839 | 3,226 | 1,613 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 14,852 | $1.9M | $5.02M | - | $3.12M | 164.06% | +0.325% |
| AIQ Global X Artificial Intelligence & Technology ETF | 15,212 | $558,449.68 | $1.01M | - | $447,367.76 | 80.11% | -0.825% |
| AMZN Amazon.com Inc | 3,851 | $666,805.79 | $995,444.99 | - | $328,639.2 | 49.29% | -0.55% |
| BRK-B Berkshire Hathaway Inc. | 1,709 | $473,872.6 | $864,207.1 | - | $390,334.5 | 82.37% | -0.113% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 18,823 | $394,848.35 | $368,554.34 | - | -$26,294.01 | -6.66% | -0.128% |
| COST Costco Wholesale Corporation | 592 | $389,827.45 | $559,197.28 | - | $169,369.83 | 43.45% | +0.248% |
| CRWD CrowdStrike Holdings, Inc. | 2,268 | $432,700.38 | $606,780.72 | - | $174,080.34 | 40.23% | +0.791% |
| CVIE Calvert International Responsible Index ETF | 2,624 | $218,894.08 | $216,112.64 | - | -$2,781.44 | -1.27% | -0.743% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 983 | $324,566.94 | $500,809.01 | - | $176,242.07 | 54.3% | -0.303% |
| EQWL Invesco S&P 100 Equal Weight ETF | 15,610 | $1.95M | $2.03M | - | $79,324.38 | 4.07% | -0.215% |
| GOOG Alphabet Inc | 725 | $256,164.24 | $252,419.62 | - | -$3,744.62 | -1.46% | +0.229% |
| GOOGL Alphabet Inc | 1,442 | $215,684.01 | $506,610.65 | - | $290,926.64 | 134.89% | +0.235% |
| HEFA iShares Currency Hedged MSCI EAFE ETF | 380,965 | $13.87M | $17.53M | - | $3.66M | 26.41% | -0.658% |
| IBCA iShares iBonds Dec 2035 Term Corporate ETF | 194,436 | $5.01M | $4.67M | - | -$334,763.84 | -6.69% | -0.145% |
| IBDS iShares iBonds Dec 2027 Term Corporate ETF | 44,524 | $1.06M | $1.07M | - | $13,999.74 | 1.32% | -0.021% |
| IBDT iShares iBonds Dec 2028 Term Corporate ETF | 88,949 | $2.16M | $2.22M | - | $54,720.56 | 2.53% | -0.16% |
| IBDU iShares iBonds Dec 2029 Term Corporate ETF | 63,437 | $1.46M | $1.44M | - | -$20,568.64 | -1.41% | -0.044% |
| IBDV iShares iBonds Dec 2030 Term Corporate ETF | 61,323 | $1.33M | $1.29M | - | -$33,539.18 | -2.52% | -0.118% |
| IBDW iShares iBonds Dec 2031 Term Corporate ETF | 57,443 | $1.19M | $1.15M | - | -$36,872.51 | -3.1% | -0.125% |
| IBDX iShares iBonds Dec 2032 Term Corporate ETF | 116,188 | $2.79M | $2.79M | - | $986.34 | 0.04% | -0.187% |
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FAQ
Which stocks have generated the highest profits for Kristina Bentzen?
The largest contributions to the portfolio's profits come from the following stocks: Schwab International Equity ETF - $6.82M, JPMorgan Ultra-Short Income ETF - $3.19M, Schwab U.S. Dividend Equity ETF - $2.7M, Schwab U.S. Large-Cap Growth ETF - $2.48M, and iShares Core S&P Small-Cap ETF - $1.36M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Microvision Inc - $804,641.46, 3M Company - $443,153.14, The Walt Disney Company - $225,824.23, Pacer Data & Infrastructure Real Estate ETF - $187,065.68, and Bio-Techne Corporation - $157,683.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Kristina Bentzen's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.3M earned over time. The largest contributors to dividend income include JPMorgan Ultra-Short Income ETF - $3.19M, Schwab U.S. Dividend Equity ETF - $1.97M, Schwab International Equity ETF - $1.88M, iShares Core S&P Small-Cap ETF - $1.11M, and iShares Currency Hedged MSCI EAFE ETF - $859,944.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Kristina Bentzen's monthly returns?
Kristina Bentzen's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Kristina Bentzen's strategy be considered aggressive or moderate?
Kristina Bentzen's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Kristina Bentzen's strategy?
Kristina Bentzen's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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