DB
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:
8.8%
Gain -0.21%
Monthly
0.99%
Yearly
8.8%
Drawdown
6.54%
$125.45M
Equity
Holdings
$125.45M
Investment
$115.38M
$10.32M
Profit -$261,787.62
Realized
$247,777.62
Unrealized
$10.07M
Dividends
$2.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.21%
Profit
-$261,787.62
Win %
74%
This Week
Compared To Last Week
Gain
0.76%
Profit
$940,070.78
Win %
74%
This Month
Compared to last month
Gain
-0.17%
Profit
-$215,484.01
Win %
74%
This Year
Compared to last year
Gain
7.39%
Profit
$8.63M
Win %
74%
FINX GLOBAL X FINTECH ETF
+1.33%
+$3,459.39 
XLF Financial Select Sector SPDR Fund
+1.21%
+$12,761.45 
PAVE Global X U.S. Infrastructure Development ETF
+0.82%
+$18,123.15 
AAPL Apple Inc.
+0.71%
+$56,147.94 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.69%
+$2,623.68 
ADBE Adobe Inc.
+0.6%
+$1,174.48 
ZAP Global X U.S. Electrification ETF
+0.58%
+$2,568.54 
XLU Utilities Select Sector SPDR Fund
+0.48%
+$1,994.56 
DFAI Dimensional International Core Equity Market ETF
+0.26%
+$11,866.25 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.24%
+$1,743.74 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.22%
+$3,048.1 
FTCB First Trust Core Investment Grade ETF
+0.21%
+$19,477.71 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.21%
+$1,655.74 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.21%
+$6,853.68 
DGCB Dimensional Global Credit Fund
+0.2%
+$14,263.85 
WIP SPDR FTSE International Government Inflation-Protected Bond ETF
+0.2%
+$454.56 
DFIV Dimensional International Value ETF
+0.18%
+$3,284.4 
SPBO SPDR Portfolio Corporate Bond ETF
+0.17%
+$1,037.3 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.16%
+$464.48 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+0.15%
+$996.36 
LMBS First Trust Low Duration Opportunities ETF
+0.13%
+$3,636.82 
HYD VanEck High Yield Muni ETF
+0.12%
+$1,192.5 
DGRO iShares Core Dividend Growth ETF
+0.11%
+$3,363.28 
CMF iShares California Muni Bond ETF
+0.09%
+$916.05 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.09%
+$791.37 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$285.65 
FPE First Trust Preferred Securities and Income ETF
+0.06%
+$1,206.74 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$225.78 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.04%
+$188.8 
EFG iShares MSCI EAFE Growth ETF
+0.03%
+$503.88 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$43.27 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$1,164.49 
PGHY Invesco Global ex-US High Yield Corporate Bond ETF
0%
$0 
TWO
0%
$0 
TECL Direxion Daily Technology Bull 3x Shares
-6.85%
-$36,544.46 
ROM ProShares Ultra Technology ETF
-4.57%
-$15,836.92 
AIQ Global X Artificial Intelligence & Technology ETF
-2.56%
-$30,652.49 
DRIV Global X Autonomous & Electric Vehicles ETF
-2.12%
-$18,615.24 
IYZ iShares U.S. Telecommunications ETF
-2.03%
-$19,283.44 
VGT Vanguard Information Technology ETF
-2.01%
-$38,510.64 
NVDA NVIDIA Corporation
-1.86%
-$24,480.72 
DFAE Dimensional Emerging Core Equity Market ETF
-1.5%
-$23,983.46 
CIBR First Trust NASDAQ Cybersecurity ETF
-1.21%
-$9,495.2 
MLPA Global X MLP ETF
-1.14%
-$11,398.2 
IGV iShares Expanded Tech-Software Sector ETF
-1.13%
-$3,031.35 
SPEM SPDR Portfolio Emerging Markets ETF
-1.07%
-$3,658.83 
DTCR Global X Data Center & Digital Infrastructure ETF
-1.06%
-$8,409.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1%
-$6,858 
SKYY First Trust Cloud Computing ETF
-0.83%
-$3,826.09 
CGGR Capital Group Growth ETF
-0.73%
-$54,651.79 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.71%
-$7,968.24 
ESGU iShares ESG Aware MSCI USA ETF
-0.62%
-$4,915.16 
ICLN iShares Global Clean Energy ETF
-0.62%
-$1,862.77 
MGC Vanguard Mega Cap ETF
-0.62%
-$13,199.49 
IVV iShares Core S&P 500 ETF
-0.55%
-$1,267.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.54%
-$4,074.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.53%
-$10,213.26 
CGDV Capital Group Dividend Value ETF
-0.47%
-$17,274.9 
BA Boeing Company
-0.46%
-$4,229.44 
DFAU Dimensional US Core Equity Market ETF
-0.45%
-$27,927.87 
FBT First Trust NYSE Arca Biotechnology Index Fund
-0.4%
-$2,572.91 
RDVY First Trust Rising Dividend Achievers ETF
-0.36%
-$15,685.23 
XMMO Invesco S&P MidCap Momentum ETF
-0.36%
-$895.44 
QDIV Global X S&P 500 Quality Dividend ETF
-0.35%
-$2,061.94 
IQDF FlexShares International Quality Dividend Index Fund
-0.29%
-$1,567.55 
IWD iShares Russell 1000 Value ETF
-0.29%
-$1,914.06 
SDIV Global X SuperDividend ETF
-0.26%
-$937.5 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.19%
-$694.12 
PFFV Global X Variable Rate Preferred ETF
-0.18%
-$3,242.76 
KRMA Global X Conscious Companies ETF
-0.18%
-$1,063.01 
XLV Health Care Select Sector SPDR Fund
-0.11%
-$856.1 
VYM Vanguard High Dividend Yield ETF
-0.1%
-$2,236.96 
VIG Vanguard Dividend Appreciation ETF
-0.09%
-$188.4 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$133.32 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.03%
-$492.19 
HYLS FT Tactical High Yield ETF
-0.02%
-$90.38 
XYLD Global X S&P 500 Covered Call ETF
-0.01%
-$152.15 Events
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Dividends
Dividend Analysis
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| Trades 148 | Longs Won 103/148 69% | Profit Factor 14.87 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $167,715.08 |
| Average Win $107,380.17 | Best Trade (Jun 16) $1.2M | Sharpe Ratio -10.1 |
| Average Loss -$16,528.41 | Worst Trade (Jun 10) -$176,546.99 | Z-Score 6.22 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1w 5d | Expectancy $69,705.26 |
| 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 | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
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Returns
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