Daniel Bennett Portfolio
Invests via APS Management Group Inc. | Managed by Daniel Roy Bennett
Invests via APS Management Group Inc.
Managed by Daniel Roy Bennett
Automatically Tracked
Daniel Bennett Profile
With a multifaceted career spanning over two decades, Daniel Bennett stands out as a dynamic force in the world of venture capital and technology entrepreneurship. His experience includes co-founding multiple startups that focus on innovative solutions within the software sector, earning him recognition for his ability to identify emerging trends and drive growth. As an investor-operator, he has played pivotal roles in scaling ventures through strategic partnerships and operational enhancements. Beyond founding endeavors, Bennett's contributions extend to advisory positions where he provides insights into market dynamics that shape tech development landscapes.
With a multifaceted career spanning over two decades, Daniel Bennett stands out as a dynamic force in the world of venture capital and technology entrepreneurship. His experience includes co-founding multiple startups that focus on innovative solutions within the software sector, earning him recognition for his ability to identify emerging trends and drive growth. As an investor-operator, he has played pivotal roles in scaling ventures through strategic partnerships and operational enhancements. Beyond founding endeavors, Bennett's contributions extend to advisory positions where he provides insights into market dynamics that shape tech development landscapes.
Investment Philosophy & Strategy
Harnessing a keen understanding of market trends and technological shifts, Daniel Bennett leverages his extensive background in entrepreneurship to identify unique investment opportunities. He adopts an entrepreneurial mindset characterized by an emphasis on disruptive innovations within the software domain, fueling portfolio companies toward scalability and impactful growth. His strategic thinking incorporates operational efficiencies and synergies among ventures, reflecting a commitment to long-term value creation. Bennett's leadership not only drives capital allocation but also fosters collaborative ecosystems that enhance competitive positioning in the ever-evolving tech landscape.
Harnessing a keen understanding of market trends and technological shifts, Daniel Bennett leverages his extensive background in entrepreneurship to identify unique investment opportunities. He adopts an entrepreneurial mindset characterized by an emphasis on disruptive innovations within the software domain, fueling portfolio companies toward scalability and impactful growth. His strategic thinking incorporates operational efficiencies and synergies among ventures, reflecting a commitment to long-term value creation. Bennett's leadership not only drives capital allocation but also fosters collaborative ecosystems that enhance competitive positioning in the ever-evolving tech landscape.
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:
6.96%
Gain +1.7%
Monthly
0.66%
Yearly
6.96%
Drawdown
6.22%
$131.68M
Equity
Holdings
$131.68M
Investment
$121.13M
$9.55M
Profit +$2.37M
Realized
-$1M
Unrealized
$10.55M
Dividends
$3.03M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.7%
Profit
$2.37M
Win %
60%
This Week
Compared To Last Week
Gain
2.33%
Profit
$3M
Win %
60%
This Month
Compared to last month
Gain
2.33%
Profit
$3M
Win %
60%
This Year
Compared to last year
Gain
1.17%
Profit
$1.54M
Win %
63%
NVDA NVIDIA Corporation
+2.93%
+$35,185.06 
WELD Tema U.S. Manufacturing & Reshoring ETF
+2.12%
+$12,227.16 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$4,872.1 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$19,406.85 
IYZ iShares U.S. Telecommunications ETF
+1.86%
+$13,806 
VOLT Tema Electrification Fund
+1.62%
+$8,323.13 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$43,325.32 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$9,488.94 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$3,406.14 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$2,587.63 
ADBE Adobe Inc.
+1.01%
+$2,585.31 
BOTZ Global X Robotics & Artificial Intelligence ETF
+0.92%
+$9,491.2 
MGC Vanguard Mega Cap ETF
+0.87%
+$5,045.65 
MLPA Global X MLP ETF
+0.87%
+$9,409.47 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$2,354.04 
SHLD Global X Defense Tech ETF
+0.77%
+$2,394.24 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$5,240.5 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,443.84 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$12,916.87 
QTUM Defiance Quantum ETF
+0.67%
+$3,206.34 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$11,979.2 
CGGR Capital Group Growth ETF
+0.65%
+$57,303.71 
CGDV Capital Group Dividend Value ETF
+0.63%
+$27,234.12 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,394.93 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$34,903.96 
XYLD Global X S&P 500 Covered Call ETF
+0.49%
+$6,261 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$9,001.53 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.46%
+$1,024.92 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$5,953.4 
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,180.15 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$13,019.08 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$3,792.8 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$510.05 
KRMA Global X Conscious Companies ETF
+0.25%
+$1,489.94 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$603.48 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$2,628.46 
QDIV Global X S&P 500 Quality Dividend ETF
+0.1%
+$588.68 
SOXX iShares Semiconductor ETF
+0.07%
+$115.92 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$3,392.4 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$182.48 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$242.96 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$658,190.36 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$21,112.81 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$4,850.75 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$11,734.74 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,862.85 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$29,306.83 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$1,754.24 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$4,563.85 
ZAP Global X U.S. Electrification ETF
-0.55%
-$2,543.04 
TECL Direxion Daily Technology Bull 3x Shares
-0.52%
-$2,170.8 
ROM ProShares Ultra Technology ETF
-0.5%
-$1,604.85 
DFIV Dimensional International Value ETF
-0.47%
-$10,592.37 
SDIV Global X SuperDividend ETF
-0.44%
-$1,536.04 
VGT Vanguard Information Technology ETF
-0.38%
-$6,324.01 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$818.8 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$38,742.9 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$8,224.85 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-0.22%
-$1,880.34 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$1,622.2 
SPBO SPDR Portfolio Corporate Bond ETF
-0.21%
-$499.74 
DGCB Dimensional Global Credit Fund
-0.18%
-$13,354.75 
TWO Two Harbors Investment Corp.
-0.17%
-$565.3 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$2,899.32 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
-0.15%
-$862.8 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,218.06 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,227.75 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$2,404.84 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$386.64 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$271.64 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$380.75 
CMF iShares California Muni Bond ETF
-0.05%
-$791.73 
HYLS FT Tactical High Yield ETF
-0.05%
-$244.88 
PFFV Global X Variable Rate Preferred ETF
-0.04%
-$859.12 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 293 | Longs Won 184/293 62% | Profit Factor 4.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $168,375.65 |
| Average Win $67,644.46 | Best Trade (Aug 10) $1.55M | Sharpe Ratio -11.63 |
| Average Loss -$26,588.32 | Worst Trade (Dec 30) -$1.46M | Z-Score 0.83 (59.16%) |
| Commissions $0 | Avg. Trade Length 6m 3d | Expectancy $32,588.58 |
| 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 | 4,950 | 4,455 | 3,960 | 3,465 | 2,970 | 2,475 | 1,980 | 1,485 | 990 | 495 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Daniel Bennett?
The largest contributions to the portfolio's profits come from the following stocks: Global X 1-3 Month T-Bill ETF - $409,210.18, Dimensional Global Credit Fund - $365,028.6, First Trust Core Investment Grade ETF - $309,577.63, Vanguard Mega Cap ETF - $191,306.85, and Global X Nasdaq 100 Covered Call ETF - $181,379.26. 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: Synopsys, Inc - $1.46M, Boeing Company - $60,630.59, GLOBAL X FINTECH ETF - $47,749.64, ProShares Ultra Technology ETF - $34,880.04, and First Trust Cloud Computing ETF - $21,353.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Bennett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.03M earned over time. The largest contributors to dividend income include Global X 1-3 Month T-Bill ETF - $411,832.25, Dimensional Global Credit Fund - $365,028.6, First Trust Core Investment Grade ETF - $309,577.63, Global X Nasdaq 100 Covered Call ETF - $179,108.54, and Global X Variable Rate Preferred ETF - $135,891.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Bennett's monthly returns?
Daniel Bennett'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 Daniel Bennett's strategy be considered aggressive or moderate?
Daniel Bennett's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Daniel Bennett's strategy?
Daniel Bennett's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
