Kaitlyn Barnes Portfolio
Invests via Financial Architects, LLC | Managed by David E. Hultstrom
Invests via Financial Architects, LLC
Managed by David E. Hultstrom
Automatically Tracked
Kaitlyn Barnes Profile
Growth-oriented investor and operator focused on consumer fintech and SaaS, with experience sourcing and scaling growth-stage companies and leading commercial strategy. Kaitlyn Barnes brings hands-on operating experience in product and partnerships, prior venture investing activity, and a background in finance and business strategy. Market-facing, sector-specialist profile for growth equity and venture allocation.
Growth-oriented investor and operator focused on consumer fintech and SaaS, with experience sourcing and scaling growth-stage companies and leading commercial strategy. Kaitlyn Barnes brings hands-on operating experience in product and partnerships, prior venture investing activity, and a background in finance and business strategy. Market-facing, sector-specialist profile for growth equity and venture allocation.
Investment Philosophy & Strategy
A growth-stage, sector-specialist investor focused on consumer fintech and SaaS, deploying capital to businesses with clear unit economics and scalable go-to-market models. Favors active growth-equity and late-seed venture allocations, accelerating commercial momentum, partnerships, and product-led distribution. Time horizon is multi-year with emphasis on durable revenue expansion, margin improvement, and defensible network effects. Risk discipline prioritizes validated customer acquisition channels, KPI-driven operational milestones, and hands-on value creation via partnerships and product execution.
A growth-stage, sector-specialist investor focused on consumer fintech and SaaS, deploying capital to businesses with clear unit economics and scalable go-to-market models. Favors active growth-equity and late-seed venture allocations, accelerating commercial momentum, partnerships, and product-led distribution. Time horizon is multi-year with emphasis on durable revenue expansion, margin improvement, and defensible network effects. Risk discipline prioritizes validated customer acquisition channels, KPI-driven operational milestones, and hands-on value creation via partnerships and product execution.
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:
2.59%
Gain
Monthly
0.08%
Yearly
1.01%
Drawdown
22.98%
$203.52M
Equity
Holdings
$203.52M
Investment
$167.45M
$39.38M
Profit -$423,134.69
Realized
$3.3M
Unrealized
$36.07M
Dividends
$10.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$423,134.69
Win %
71%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$824,891.01
Win %
71%
This Month
Compared to last month
Gain
-1.16%
Profit
-$2.38M
Win %
71%
This Year
Compared to last year
Gain
7.35%
Profit
$13.93M
Win %
69%
HD The Home Depot, Inc.
+1.91%
+$7,174.03 
DFSV Dimensional US Small Cap Value ETF
+1.62%
+$201,517.25 
AVUV Avantis U.S. Small Cap Value ETF
+1.38%
+$19,924.37 
AAPL Apple Inc.
+1.32%
+$6,480 
FNDA Schwab Fundamental U.S. Small Company ETF
+0.96%
+$14,236.2 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$4,165.8 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
+0.53%
+$84,777.6 
EUSA iShares MSCI USA Equal Weighted ETF
+0.42%
+$39,223.2 
SPMO Invesco S&P 500 Momentum ETF
-2.93%
-$25,519.94 
MTUM iShares MSCI USA Momentum Factor ETF
-2.93%
-$309,928.6 
DFEV Dimensional Emerging Markets Value ETF
-1.51%
-$166,212.7 
IXUS iShares Core International Stock ETF
-1.18%
-$4,326.2 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.14%
-$68,595.1 
AVDV Avantis International Small Cap Value ETF
-1.03%
-$3,790.8 
AVES Avantis Emerging Markets Value ETF
-0.87%
-$2,637.6 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.33%
-$10,095.25 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.31%
-$89,002.08 
DISV Dimensional International Small Cap Equity Fund
-0.27%
-$26,827.9 
BNDX Vanguard Total International Bond ETF
-0.18%
-$28,431.31 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$2,736.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$1,758 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$11,018.22 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$38,042 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$11,423.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$111.3 Events
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Dividends
Dividend Analysis
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| Trades 211 | Longs Won 153/211 72% | Profit Factor 36.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $888,089.06 |
| Average Win $264,508.37 | Best Trade (Jul 16) $10.18M | Sharpe Ratio -9.68 |
| Average Loss -$18,863.32 | Worst Trade (Jul 10) -$311,267.79 | Z-Score 2.84 (99.55%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w 5d | Expectancy $186,614.73 |
| 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 | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
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Returns
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