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:
30.22%
Gain +0.64%
Monthly
1.32%
Yearly
17.11%
Drawdown
13.57%
$450.24M
Equity
Holdings
$450.24M
Investment
$362.47M
$88.16M
Profit +$2.3M
Realized
$382,364.25
Unrealized
$87.78M
Dividends
$11.16M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$2.3M
Win %
72%
This Week
Compared To Last Week
Gain
1.27%
Profit
$5.65M
Win %
72%
This Month
Compared to last month
Gain
1.22%
Profit
$5.44M
Win %
72%
This Year
Compared to last year
Gain
1.31%
Profit
$5.84M
Win %
74%
UAL United Airlines Holdings, Inc.
+4.06%
+$10,255.25 
WFC Wells Fargo & Company
+2.55%
+$8,475.96 
DFSV Dimensional US Small Cap Value ETF
+1.8%
+$642,084.95 
DFSU Dimensional US Sustainability Core 1 ETF
+0.81%
+$20,510.1 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.71%
+$1.21M 
VTV Vanguard Value ETF
+0.63%
+$3,643.69 
DFEV Dimensional Emerging Markets Value ETF
+0.63%
+$43,511.31 
DUHP Dimensional US High Profitability ETF
+0.6%
+$197,093.25 
IVV iShares Core S&P 500 ETF
+0.43%
+$1,070.75 
VT Vanguard Total World Stock ETF
+0.41%
+$1,411.74 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.4%
+$43,117.76 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.34%
+$11,578.71 
DFIC Dimensional International Core Equity Market ETF
+0.32%
+$123,345.37 
DISV Dimensional International Small Cap Equity Fund
+0.29%
+$40,386.06 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.29%
+$761.98 
DIHP Dimensional International High Profitability Portfolio
+0.29%
+$34,676.4 
DFSI Dimensional International Sustainability Core 1 ETF
+0.24%
+$1,668.13 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.18%
+$12,410.2 
DFCF Dimensional Core Fixed Income ETF
+0.09%
+$8,036.66 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.02%
+$3,667.26 Events
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Dividends
Dividend Analysis
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| Trades 139 | Longs Won 108/139 77% | Profit Factor 105.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.15M |
| Average Win $824,112.73 | Best Trade (Aug 05) $35.25M | Sharpe Ratio -27.04 |
| Average Loss -$27,311.33 | Worst Trade (Sep 02) -$360,657.33 | Z-Score 8.46 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w 4d | Expectancy $634,226.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.23% |
| Consecutive Losing Trades | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| DEHP Dimensional Emerging Markets High Profitability ETF | 168,388 | $4.27M | $6.96M | - | $2.7M | 63.22% | +0.179% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 3.78M | $131.45M | $171.35M | - | $39.9M | 30.36% | +0.71% |
 DFAR Dimensional US Real Estate ETF | 600,451 | $14.03M | $15.51M | - | $1.48M | 10.52% | -0.462% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 89,067 | $2.21M | $3.39M | - | $1.18M | 53.18% | +0.343% |
| DFCF Dimensional Core Fixed Income ETF | 229,619 | $9.5M | $9.5M | - | -$6,981.89 | -0.07% | +0.085% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 269,486 | $7.15M | $10.85M | - | $3.69M | 51.64% | +0.399% |
| DFEV Dimensional Emerging Markets Value ETF | 161,153 | $4.33M | $6.91M | - | $2.58M | 59.57% | +0.633% |
 DFGP Dimensional Global Core Fixed Income Fund | 448,547 | $23.9M | $23.81M | - | -$92,914.54 | -0.39% | -0.001% |
 DFGX Dimensional Global ex US Core Fixed Income Fund | 676,064 | $35.42M | $34.94M | - | -$479,277.18 | -1.35% | -0.087% |
| DFIC Dimensional International Core Equity Market ETF | 986,763 | $26.02M | $38.47M | - | $12.45M | 47.83% | +0.322% |
 DFNM Dimensional National Municipal Bond ETF | 138,321 | $6.61M | $6.54M | - | -$70,462.08 | -1.07% | -0.127% |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 5,336 | $203,088.5 | $260,690.28 | - | $57,601.78 | 28.36% | +0.293% |
| DFSI Dimensional International Sustainability Core 1 ETF | 15,151 | $502,721.58 | $706,491.13 | - | $203,769.55 | 40.53% | +0.237% |
| DFSU Dimensional US Sustainability Core 1 ETF | 53,273 | $2.03M | $2.56M | - | $531,148.11 | 26.13% | +0.806% |
| DFSV Dimensional US Small Cap Value ETF | 904,345 | $27.71M | $36.37M | - | $8.66M | 31.26% | +1.797% |
| DIHP Dimensional International High Profitability Portfolio | 346,764 | $8.99M | $12.11M | - | $3.13M | 34.78% | +0.287% |
| DISV Dimensional International Small Cap Equity Fund | 310,662 | $8.44M | $13.78M | - | $5.35M | 63.42% | +0.294% |
| DUHP Dimensional US High Profitability ETF | 788,373 | $26.92M | $33.21M | - | $6.29M | 23.38% | +0.597% |
| IVV iShares Core S&P 500 ETF | 323 | $202,439.55 | $248,278.79 | - | $45,839.24 | 22.64% | +0.433% |
| UAL United Airlines Holdings, Inc. | 2,413 | $234,302.11 | $262,727.44 | - | $28,425.33 | 12.13% | +4.062% |
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FAQ
Which stocks have generated the highest profits for Alan Bewley?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $2.08M, Dimensional International Core Equity Market ETF - $1.38M, Dimensional Global ex US Core Fixed Income Fund - $1.36M, Vanguard Intermediate-Term Treasury Fund - $1.28M, and Dimensional Global Core Fixed Income Fund - $1.13M. 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: United Airlines Holdings, Inc - $3,831.81. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Alan Bewley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.16M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $2.08M, Dimensional International Core Equity Market ETF - $1.35M, Dimensional Global ex US Core Fixed Income Fund - $1.34M, Vanguard Intermediate-Term Treasury Fund - $1.26M, and Dimensional Global Core Fixed Income Fund - $1.13M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Alan Bewley's monthly returns?
Alan Bewley's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Alan Bewley's strategy be considered aggressive or moderate?
Alan Bewley's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Alan Bewley's strategy?
Alan Bewley's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
