AB
Alan Bewley Portfolio
Invests via United Wealth Management LLC | Managed by Alan Bewley, Daniel Lohmar
Invests via United Wealth Management LLC
Managed by Alan Bewley, Daniel Lohmar
Automatically Tracked
Venture-focused operator and investor with a track record of building and advising technology and financial-services companies. Alan Bewley brings experience in product strategy, capital formation and corporate development, and is active in early-stage investments and board advisory roles. Market-facing strengths include go-to-market scaling, SaaS monetization and cross-border partnerships, making him a frequent collaborator for growth-stage teams and private investors.
Venture-focused operator and investor with a track record of building and advising technology and financial-services companies. Alan Bewley brings experience in product strategy, capital formation and corporate development, and is active in early-stage investments and board advisory roles. Market-facing strengths include go-to-market scaling, SaaS monetization and cross-border partnerships, making him a frequent collaborator for growth-stage teams and private investors.
Investment Philosophy & Strategy
Operator-led, venture-first investor who prioritizes product-market fit and repeatable SaaS monetization when allocating capital. Prefers early to growth-stage opportunities where hands-on product and GTM support accelerate ARR and unit-economics improvement, with a focus on fintech and cross-border platforms. Uses milestone-driven deployment and staged follow-on reserves to manage risk, favoring capital-efficient scaling and native monetization over subsidy-led growth. Time horizon centers on 3–7 year value creation with active board involvement, strategic introductions for partnerships, and exit paths through strategic M&A or growth rounds.
Operator-led, venture-first investor who prioritizes product-market fit and repeatable SaaS monetization when allocating capital. Prefers early to growth-stage opportunities where hands-on product and GTM support accelerate ARR and unit-economics improvement, with a focus on fintech and cross-border platforms. Uses milestone-driven deployment and staged follow-on reserves to manage risk, favoring capital-efficient scaling and native monetization over subsidy-led growth. Time horizon centers on 3–7 year value creation with active board involvement, strategic introductions for partnerships, and exit paths through strategic M&A or growth rounds.
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:
20.24%
Gain -0.54%
Monthly
1.08%
Yearly
13.84%
Drawdown
12.99%
$439.26M
Equity
Holdings
$439.26M
Investment
$358.12M
$81.35M
Profit -$2.63M
Realized
$207,553.09
Unrealized
$81.14M
Dividends
$8.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-0.54%
Profit
-$2.63M
Win %
90%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$855,914.85
Win %
90%
This Month
Compared to last month
Gain
-0.19%
Profit
-$855,914.85
Win %
90%
This Year
Compared to last year
Gain
7.09%
Profit
$29.55M
Win %
90%
VTV Vanguard Value ETF
+0.01%
+$25.66 
UAL United Airlines Holdings, Inc.
-3.38%
-$8,879.84 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.65%
-$4,521.42 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.26%
-$144,786.99 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.18%
-$89,171.68 
DFEV Dimensional Emerging Markets Value ETF
-1.08%
-$77,965.92 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1%
-$34,640.42 
WFC Wells Fargo & Company
-0.94%
-$2,844.41 
DISV Dimensional International Small Cap Equity Fund
-0.93%
-$123,012.87 
DFSI Dimensional International Sustainability Core 1 ETF
-0.91%
-$6,143.66 
VT Vanguard Total World Stock ETF
-0.86%
-$2,945.27 
DFSV Dimensional US Small Cap Value ETF
-0.85%
-$292,242.92 
DFSU Dimensional US Sustainability Core 1 ETF
-0.75%
-$18,106.2 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$279,174.03 
IVV iShares Core S&P 500 ETF
-0.71%
-$1,747.43 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.67%
-$1.13M 
DIHP Dimensional International High Profitability Portfolio
-0.57%
-$66,617.65 
DUHP Dimensional US High Profitability ETF
-0.41%
-$131,796.75 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.28%
-$99,061.05 
DFGP Dimensional Global Core Fixed Income Fund
-0.22%
-$50,420.62 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.19%
-$40,218.64 
DFCF Dimensional Core Fixed Income ETF
-0.18%
-$16,918.2 
DFAR Dimensional US Real Estate ETF
-0.04%
-$5,947.05 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$666.35 Events
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Dividends
Dividend Analysis
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| Trades 119 | Longs Won 108/119 90% | Profit Factor 1,212.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.02M |
| Average Win $753,844.67 | Best Trade (Jun 02) $31.18M | Sharpe Ratio -64.37 |
| Average Loss -$6,104.95 | Worst Trade (May 19) -$39,450.36 | Z-Score 39.37 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $683,597.22 |
| 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% | 0.1% |
| Consecutive Losing Trades | 71,429 | 64,286 | 57,143 | 50,000 | 42,857 | 35,714 | 28,571 | 21,429 | 14,286 | 7,143 |
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Returns
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