David Stevens Portfolio
Invests via Stevens Capital Partners | Managed by David Stevens, Acha Keyani
Invests via Stevens Capital Partners
Managed by David Stevens, Acha Keyani
Automatically Tracked
David Stevens Profile
With extensive experience in the technology sector, David Stevens has played pivotal roles in multiple startups, guiding them from initial concept to market launch. His entrepreneurial journey highlights a unique ability to innovate and adapt within fast-paced environments. As a key founder, he focuses on creating solutions that bridge gaps between consumer needs and technological capabilities. This background positions him as an influential figure in the investment landscape where tech-driven ventures are reshaping industries. Currently engaged with various early-stage companies, his insights contribute significantly to capital allocation decisions and strategic planning processes.
With extensive experience in the technology sector, David Stevens has played pivotal roles in multiple startups, guiding them from initial concept to market launch. His entrepreneurial journey highlights a unique ability to innovate and adapt within fast-paced environments. As a key founder, he focuses on creating solutions that bridge gaps between consumer needs and technological capabilities. This background positions him as an influential figure in the investment landscape where tech-driven ventures are reshaping industries. Currently engaged with various early-stage companies, his insights contribute significantly to capital allocation decisions and strategic planning processes.
Investment Philosophy & Strategy
Opportunity identification drives David Stevens' investment strategy as he leverages his extensive experience in the technology sector. His focus on early-stage companies reflects a commitment to fostering innovation that addresses consumer pain points with cutting-edge solutions. By championing startups through operational guidance and market insights, he ensures effective execution from conception to growth phases. This dynamic approach allows him to not only recognize transformative opportunities but also craft strategies that align capital deployment with sustainable competitive advantages in evolving markets.
Opportunity identification drives David Stevens' investment strategy as he leverages his extensive experience in the technology sector. His focus on early-stage companies reflects a commitment to fostering innovation that addresses consumer pain points with cutting-edge solutions. By championing startups through operational guidance and market insights, he ensures effective execution from conception to growth phases. This dynamic approach allows him to not only recognize transformative opportunities but also craft strategies that align capital deployment with sustainable competitive advantages in evolving markets.
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:
85.3%
Gain -1.68%
Monthly
1.82%
Yearly
24.23%
Drawdown
25.12%
$462.12M
Equity
Holdings
$462.12M
Investment
$352.57M
$125.74M
Profit -$3.84M
Realized
$16.19M
Unrealized
$109.55M
Dividends
$10.83M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.68%
Profit
-$3.84M
Win %
87%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$6.17M
Win %
87%
This Month
Compared to last month
Gain
-1.88%
Profit
-$8.87M
Win %
87%
This Year
Compared to last year
Gain
11.19%
Profit
$46.49M
Win %
87%
AMAT Applied Materials, Inc.
+6.9%
+$28,746.17 
SBSW Sibanye Stillwater Ltd - ADR
+4.62%
+$3,718.5 
AMD Advanced Micro Devices, Inc.
+4.43%
+$129,911.07 
SLV iShares Silver Trust
+4.28%
+$8,940.18 
TSLA Tesla, Inc.
+2.78%
+$38,632.2 
GS The Goldman Sachs Group, Inc.
+2.34%
+$9,761.4 
ISRG Intuitive Surgical, Inc.
+2.21%
+$3,670.7 
IEMG iShares Core MSCI Emerging Markets ETF
+2.08%
+$61,997.88 
AVDV Avantis International Small Cap Value ETF
+1.74%
+$7,664.45 
XLK State Street Technology Select Sector SPDR ETF
+1.69%
+$9,297.17 
SPEM SPDR Portfolio Emerging Markets ETF
+1.62%
+$25,478.53 
XAR SPDR S&P Aerospace & Defense ETF
+1.55%
+$3,569.76 
VGT Vanguard Information Technology ETF
+1.42%
+$10,600.24 
SCHE Schwab Emerging Markets Equity ETF
+1.41%
+$49,331 
GLD SPDR Gold Shares
+1.41%
+$3,582.8 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$11,964.51 
AVGO Broadcom Inc.
+1.32%
+$16,405 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$41,200.12 
SCHA Schwab U.S. Small-Cap ETF
+1.3%
+$126,466.12 
SCHF Schwab International Equity ETF
+1.27%
+$76,285.46 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.2%
+$49,730.51 
JPM JPMorgan Chase & Co.
+1.18%
+$8,843.54 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.18%
+$3,136.32 
IWP iShares Russell Mid-Cap Growth ETF
+1.17%
+$96,474.95 
IWO iShares Russell 2000 Growth ETF
+1.15%
+$60,748.44 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$7,582.7 
XOM Exxon Mobil Corporation
+1.14%
+$2,568.8 
VOT Vanguard Mid-Cap Growth ETF
+1.06%
+$26,168.22 
JIRE JPMorgan International Research Enhanced Equity ETF
+1.05%
+$12,068.33 
IEFA iShares Core MSCI EAFE ETF
+1.05%
+$13,853 
LLY Eli Lilly and Company
+1.01%
+$2,589.43 
TPR Tapestry Inc.
+1%
+$109,783.11 
PH Parker-Hannifin Corporation
+0.98%
+$2,827.21 
SCHM Schwab U.S. Mid-Cap ETF
+0.96%
+$48,880.86 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$161,558.36 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.93%
+$15,611.98 
SCHC Schwab International Small-Cap Equity ETF
+0.93%
+$9,413.8 
VBK Vanguard Small-Cap Growth ETF
+0.91%
+$12,757.22 
VGK Vanguard FTSE Europe ETF
+0.87%
+$16,523.16 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.8%
+$3,459.6 
IWM iShares Russell 2000 ETF
+0.78%
+$1,893.84 
IUSG iShares Core S&P U.S. Growth ETF
+0.77%
+$126,936.66 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.75%
+$23,442.12 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.75%
+$3,428.62 
ITA iShares U.S. Aerospace & Defense ETF
+0.71%
+$1,654.02 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.67%
+$25,521.95 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.64%
+$16,038.43 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$5,400.81 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.57%
+$1,905.7 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.56%
+$1,396.71 
NVDA NVIDIA Corporation
+0.55%
+$14,806.29 
VUG Vanguard Growth ETF
+0.55%
+$427,040.19 
VB Vanguard Small-Cap ETF
+0.54%
+$3,375.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$49,901.23 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.51%
+$102,431.96 
IVV iShares Core S&P 500 ETF
+0.5%
+$133,328.85 
JNJ Johnson & Johnson
+0.5%
+$2,015.65 
AVUV Avantis U.S. Small Cap Value ETF
+0.49%
+$3,958.9 
SCHK Schwab 1000 Index ETF
+0.49%
+$2,239.3 
VO Vanguard Mid-Cap ETF
+0.49%
+$11,761.75 
DFAS Dimensional U.S. Small Cap ETF
+0.48%
+$9,588.93 
IWN iShares Russell 2000 Value ETF
+0.48%
+$30,206.1 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.48%
+$10,648.09 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.47%
+$51,586.5 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$5,201 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$9,903.1 
VOO Vanguard S&P 500 ETF
+0.45%
+$1,937.43 
VTV Vanguard Value ETF
+0.45%
+$25,564.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.45%
+$15,100.75 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.45%
+$19,875.18 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.44%
+$5,333.72 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$2,477.1 
SCHX Schwab U.S. Large-Cap ETF
+0.41%
+$79,932.72 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$875.22 
IWR iShares Russell Mid-Cap ETF
+0.34%
+$1,994.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.24%
+$11,801.18 
DFAT Dimensional US Targeted Value ETF
+0.21%
+$1,138.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.2%
+$21,728.05 
IUSV iShares Core S&P U.S. Value ETF
+0.19%
+$10,325.16 
CVX Chevron Corporation
+0.16%
+$466.86 
VNQ Vanguard Real Estate ETF
+0.15%
+$533.4 
NFLX Netflix, Inc.
+0.15%
+$313.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.13%
+$2,493.99 
SCHH Schwab U.S. REIT ETF
+0.12%
+$303.57 
META Meta Platforms Inc Class A
+0.09%
+$2,571.18 
IWS iShares Russell Mid-Cap Value ETF
+0.09%
+$677.32 
BOC Boston Omaha Corporation
+0.07%
+$4,565.51 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$7,422.49 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$8,528.64 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.04%
+$892.07 
BINC iShares Flexible Income Active ETF
+0.01%
+$61.56 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$27.71 
PRE
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SPGI S&P Global Inc.
-2.64%
-$26,863.95 
POOL Pool Corporation
-2.36%
-$36,112.53 
TJX The TJX Companies, Inc.
-1.61%
-$3,975.43 
MO Altria Group, Inc.
-1.37%
-$3,830.1 
TMO Thermo Fisher Scientific Inc.
-1.27%
-$9,250.74 
BKE Buckle Inc.
-1.23%
-$32,562.67 
HD The Home Depot, Inc.
-1.18%
-$2,738.3 
MCD McDonald's Corporation
-1.04%
-$2,042.28 
AMZN Amazon.com Inc
-1.03%
-$28,803.12 
MA Mastercard Incorporated
-0.97%
-$12,137.82 
V Visa Inc. Class A
-0.92%
-$4,359.3 
WMT Walmart Inc.
-0.82%
-$4,463.84 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.77%
-$87,740.52 
COST Costco Wholesale Corporation
-0.72%
-$1,992.86 
GOOG Alphabet Inc
-0.71%
-$8,597.77 
UNP Union Pacific Corporation
-0.7%
-$68,791.84 
GOOGL Alphabet Inc
-0.69%
-$15,848.46 
MSFT Microsoft Corp.
-0.6%
-$13,402.24 
MLPA Global X MLP ETF
-0.3%
-$2,969.78 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$10,779.54 
SBUX Starbucks Corporation
-0.28%
-$847.38 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$870.61 
BND Vanguard Total Bond Market Index Fund
-0.19%
-$4,857.98 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.17%
-$766.26 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.16%
-$490.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$761.05 
AAPL Apple Inc.
-0.15%
-$9,960.11 
EVTR Eaton Vance Total Return Fund
-0.14%
-$16,510.97 
MUB iShares National Muni Bond ETF
-0.09%
-$859.47 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.08%
-$191.07 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$204.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.07%
-$1,699.14 Events
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Dividends
Dividend Analysis
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| Trades 950 | Longs Won 822/950 86% | Profit Factor 37.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $600,733.06 |
| Average Win $157,134.18 | Best Trade (Jul 21) $14.24M | Sharpe Ratio -11.81 |
| Average Loss -$26,765.89 | Worst Trade (Jul 21) -$995,920.45 | Z-Score 51.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 5d | Expectancy $132,356.06 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for David Stevens?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $4.91M, iShares Core S&P U.S. Value ETF - $2.63M, Vanguard Value ETF - $2.57M, SPDR Portfolio S&P 500 Value ETF - $2.4M, and iShares Core S&P 500 ETF - $2.01M. 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: Alphabet Inc - $9,960.27, Visa Inc. Class A - $7,151.87, and Tesla, Inc - $2,826.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David Stevens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.83M earned over time. The largest contributors to dividend income include Vanguard Growth ETF - $796,040.3, Vanguard Value ETF - $757,353.76, iShares Core S&P 500 ETF - $718,935.57, iShares Core S&P Total U.S. Stock Market ETF - $612,705.47, and Vanguard Mid-Cap Value ETF - $543,569.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David Stevens's monthly returns?
David Stevens'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 David Stevens's strategy be considered aggressive or moderate?
David Stevens'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 David Stevens's strategy?
David Stevens'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.
