Mark VanderPol Portfolio
Invests via VanderPol Investments L.L.C. | Managed by Mark VanderPol
Invests via VanderPol Investments L.L.C.
Managed by Mark VanderPol
Automatically Tracked
Mark VanderPol Profile
Silicon Valley operator and active angel investor focused on scaling SaaS and marketplace businesses. Mark VanderPol brings operating leadership, board and investor experience, capital-raising expertise and a track record advising growth-stage companies on go-to-market and strategic exits.
Silicon Valley operator and active angel investor focused on scaling SaaS and marketplace businesses. Mark VanderPol brings operating leadership, board and investor experience, capital-raising expertise and a track record advising growth-stage companies on go-to-market and strategic exits.
Investment Philosophy & Strategy
Operates as an active, operator-led angel investor concentrating on scaling SaaS and marketplace companies. Prioritizes capital for teams with product-market fit, repeatable GTM and data-driven growth levers, favoring B2B SaaS and networked marketplace models. Investment horizon is growth-stage with hands-on board/operating support to accelerate revenue and fundraising; risk discipline centers on unit economics, customer retention and defensible distribution. Competitive edge is operator experience, go-to-market playbooks and founder mentorship to drive strategic exits.
Operates as an active, operator-led angel investor concentrating on scaling SaaS and marketplace companies. Prioritizes capital for teams with product-market fit, repeatable GTM and data-driven growth levers, favoring B2B SaaS and networked marketplace models. Investment horizon is growth-stage with hands-on board/operating support to accelerate revenue and fundraising; risk discipline centers on unit economics, customer retention and defensible distribution. Competitive edge is operator experience, go-to-market playbooks and founder mentorship to drive strategic exits.
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:
40.49%
Gain -0.85%
Monthly
1.07%
Yearly
13.59%
Drawdown
16.1%
$56.12M
Equity
Holdings
$56.12M
Investment
$45.92M
$12.34M
Profit -$400,721.47
Realized
$2.14M
Unrealized
$10.2M
Dividends
$2.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.85%
Profit
-$400,721.47
Win %
68%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$322,826.63
Win %
68%
This Month
Compared to last month
Gain
-0.71%
Profit
-$400,721.47
Win %
68%
This Year
Compared to last year
Gain
7.09%
Profit
$3.71M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$102,719.73 
GOOG Alphabet Inc
+6.88%
+$23,452.37 
GOOGL Alphabet Inc
+6.73%
+$27,862.8 
META Meta Platforms Inc Class A
+3.28%
+$15,735.19 
MSFT Microsoft Corp.
+3.02%
+$25,850.74 
NVDA NVIDIA Corporation
+2.93%
+$36,355.61 
CVX Chevron Corporation
+2.35%
+$7,385.68 
CSCO Cisco Systems, Inc.
+2.14%
+$7,353.18 
CRM Salesforce Inc
+1.83%
+$2,975.68 
GE General Electric Company
+1.42%
+$4,280.53 
WFC Wells Fargo & Company
+1.19%
+$2,340.9 
MCD McDonald's Corporation
+0.82%
+$1,526.81 
TSLA Tesla, Inc.
+0.76%
+$2,572.38 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$14,566.08 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$34,710.19 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$55,446.18 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$3,706.36 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,748.62 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$2,211.2 
RTX RTX Corporation
+0.39%
+$1,218.84 
AVGO Broadcom Inc.
+0.37%
+$2,966.4 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,246.2 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,731.84 
BAC Bank of America Corporation
+0.36%
+$1,008.7 
DXUV Dimensional US Vector Equity ETF
+0.29%
+$4,363.52 
JPM JPMorgan Chase & Co.
+0.27%
+$1,191.92 
JNJ Johnson & Johnson
+0.21%
+$524.7 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$526.64 
WMT Walmart Inc.
+0.09%
+$438.41 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$946.49 
AAPL Apple Inc.
-7.35%
-$91,140.84 
SYK Stryker Corporation
-6.42%
-$46,556.56 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$6,365.66 
ETH Ethan Allen Interiors Inc
-2.84%
-$4,442.88 
BSOL Bitwise Solana Staking Exchange Traded Product
-2.25%
-$3,392.5 
NFLX Netflix, Inc.
-2%
-$3,835.42 
TM Toyota Motor Corporation
-1.28%
-$2,873.27 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$2,045.43 
XOM Exxon Mobil Corporation
-0.97%
-$4,648.14 
MA Mastercard Incorporated
-0.74%
-$2,511.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$18,671.4 
LLY Eli Lilly and Company
-0.53%
-$2,452 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$2,664.45 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$899.09 
HD The Home Depot, Inc.
-0.42%
-$1,035.56 
VGT Vanguard Information Technology ETF
-0.38%
-$997.6 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$12,738.67 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$2,963.85 
DXIV Dimensional International Vector Equity ETF
-0.23%
-$1,132.72 
MUFG Mitsubishi UFJ Financial Group, Inc. Sponsored ADR
-0.22%
-$593.55 
IBND SPDR Bloomberg International Corporate Bond ETF
-0.13%
-$1,633.44 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$3,900.39 
BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
-0.06%
-$1,485.18 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$717.9 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$309.1 
V Visa Inc. Class A
-0.04%
-$172.89 Events
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Dividends
Dividend Analysis
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| Trades 440 | Longs Won 293/440 66% | Profit Factor 8.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $105,525.68 |
| Average Win $48,086.44 | Best Trade (Aug 10) $1.39M | Sharpe Ratio -10.44 |
| Average Loss -$11,902.67 | Worst Trade (Aug 02) -$182,670.72 | Z-Score 4.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 4d | Expectancy $28,044.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,717 | 4,245 | 3,774 | 3,302 | 2,830 | 2,358 | 1,887 | 1,415 | 943 | 472 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,717 | $779,816.78 | $1.15M | - | $368,401.69 | 47.24% | -7.354% |
| AMZN Amazon.com Inc | 2,847 | $469,236.83 | $773,188.23 | - | $303,951.4 | 64.78% | +15.321% |
| AVGO Broadcom Inc. | 2,060 | $295,336.49 | $801,916.8 | - | $506,580.31 | 171.53% | +0.371% |
| BAC Bank of America Corporation | 4,585 | $241,048 | $284,040.75 | - | $42,992.75 | 17.84% | +0.356% |
| BCD abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF | 74,259 | $2.35M | $2.68M | - | $324,784.95 | 13.81% | -0.055% |
| BRK-B Berkshire Hathaway Inc. | 670 | $314,577.17 | $342,731.8 | - | $28,154.63 | 8.95% | +0.365% |
| BSOL Bitwise Solana Staking Exchange Traded Product | 14,750 | $241,900 | $147,057.5 | - | -$94,842.5 | -39.21% | -2.255% |
| BTC Grayscale Bitcoin Mini Trust ETF | 7,763 | $376,975.25 | $215,889.03 | - | -$161,086.22 | -42.73% | -2.864% |
| BWX SPDR Bloomberg International Treasury Bond ETF | 59,277 | $1.39M | $1.29M | - | -$98,421.06 | -7.1% | -0.23% |
| CRM Salesforce Inc | 899 | $241,043.7 | $165,433.98 | - | -$75,609.72 | -31.37% | +1.832% |
| CSCO Cisco Systems, Inc. | 3,026 | $179,623.49 | $350,985.74 | - | $171,362.25 | 95.4% | +2.14% |
| CVX Chevron Corporation | 1,634 | $253,758.07 | $321,620.22 | - | $67,862.15 | 26.74% | +2.35% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 17,074 | $527,297.75 | $759,622.26 | - | $232,324.51 | 44.06% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 10,286 | $254,868.12 | $385,930.72 | - | $131,062.6 | 51.42% | +0.455% |
| DFAU Dimensional US Core Equity Market ETF | 13,237 | $501,986.41 | $685,411.86 | - | $183,425.45 | 36.54% | +0.544% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 13,820 | $387,590.86 | $521,014 | - | $133,423.14 | 34.42% | +0.426% |
| DFGR Dimensional Global Real Estate ETF | 17,763 | $471,793.05 | $529,337.4 | - | $57,544.35 | 12.2% | -0.501% |
| DXIV Dimensional International Vector Equity ETF | 6,865 | $381,107.84 | $498,076.34 | - | $116,968.5 | 30.69% | -0.227% |
| DXUV Dimensional US Vector Equity ETF | 22,377 | $1.23M | $1.52M | - | $295,083.98 | 24.06% | +0.288% |
| EDV Vanguard Extended Duration Treasury ETF | 3,196 | $223,651.39 | $190,034.16 | - | -$33,617.23 | -15.03% | -1.065% |
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FAQ
Which stocks have generated the highest profits for Mark VanderPol?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $761,937.68, Dimensional US Core Equity Market ETF - $475,380.85, abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $475,293.75, Dimensional U.S. Core Equity 2 ETF - $453,045.33, and Schwab U.S. Aggregate Bond ETF - $299,462.01. 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: Adobe Inc - $98,271.69, Intel Corporation - $68,554.91, iShares Ethereum Trust - $67,861.71, Thermo Fisher Scientific Inc - $38,792.43, and Vanguard Extended Duration Treasury ETF - $38,516.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Mark VanderPol's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.77M earned over time. The largest contributors to dividend income include abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF - $445,215.78, Schwab U.S. Aggregate Bond ETF - $315,351.36, SPDR Portfolio High Yield Bond ETF - $208,960.14, Schwab U.S. TIPS ETF - $204,846.81, and iShares Core MSCI International Developed Markets ETF (IDEV) - $156,469.36. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Mark VanderPol's monthly returns?
Mark VanderPol'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 Mark VanderPol's strategy be considered aggressive or moderate?
Mark VanderPol'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 Mark VanderPol's strategy?
Mark VanderPol'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.
