Joe Banwait Portfolio
Invests via RAELIPSKIE PARTNERSHIP | Managed by Brian Lipskie, CFA, Dave Brune, CFA, CFP, Andréa Miljkovic, CFA, Derek Rae, CIM, Robin Stanton, CFA, Alex Stoody, CFA, Jason Taylor, CFA, John Zondo, CFA
Invests via RAELIPSKIE PARTNERSHIP
Managed by Brian Lipskie, CFA, Dave Brune, CFA, CFP, Andréa Miljkovic, CFA, Derek Rae, CIM, Robin Stanton, CFA, Alex Stoody, CFA, Jason Taylor, CFA, John Zondo, CFA
Automatically Tracked
Joe Banwait Profile
Veteran private-market investor and operator focused on growth-stage tech and services companies. Joe Banwait brings experience in corporate development, scaling commercial teams and leading early-stage investments. They have worked across buyouts, venture and strategic M&A, advising boards on go-to-market and capital structure. Market-relevant skills include fundraising, portfolio oversight and exit planning for sponsors and corporates.
Veteran private-market investor and operator focused on growth-stage tech and services companies. Joe Banwait brings experience in corporate development, scaling commercial teams and leading early-stage investments. They have worked across buyouts, venture and strategic M&A, advising boards on go-to-market and capital structure. Market-relevant skills include fundraising, portfolio oversight and exit planning for sponsors and corporates.
Investment Philosophy & Strategy
Focuses on growth-stage technology and services companies, deploying capital with an operator-investor lens that prioritizes scalable go-to-market expansion and repeatable revenue models. Balances active board-level oversight with selective follow-on reserve, emphasizing unit economics, sales motion optimization and clear exit pathways. Prefers concentrated, high-conviction positions; time horizon is multi-year growth realization with disciplined capital structure and value-creation milestones.
Focuses on growth-stage technology and services companies, deploying capital with an operator-investor lens that prioritizes scalable go-to-market expansion and repeatable revenue models. Balances active board-level oversight with selective follow-on reserve, emphasizing unit economics, sales motion optimization and clear exit pathways. Prefers concentrated, high-conviction positions; time horizon is multi-year growth realization with disciplined capital structure and value-creation milestones.
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:
1.62%
Gain
Monthly
0.05%
Yearly
0.64%
Drawdown
32.76%
$266.25M
Equity
Holdings
$266.25M
Investment
$190.72M
$78.19M
Profit +$2.21M
Realized
$2.66M
Unrealized
$75.53M
Dividends
$8.35M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$2.21M
Win %
74%
This Week
Compared To Last Week
Gain
0.19%
Profit
$502,120.77
Win %
74%
This Month
Compared to last month
Gain
-0.47%
Profit
-$1.25M
Win %
74%
This Year
Compared to last year
Gain
12.78%
Profit
$30.17M
Win %
73%
LCID Lucid Group, Inc.
+8.07%
+$0.96 
DEO Diageo plc Sponsored ADR
+4.07%
+$2,578.99 
NKE Nike, Inc. - Class B
+4.04%
+$86.5 
PLD Prologis Inc.
+3.65%
+$44,528.22 
UNP Union Pacific Corporation
+3.41%
+$7,356.58 
CRM Salesforce Inc
+3.31%
+$967.75 
SOLV Solventum Corporation
+3.27%
+$25.65 
T AT&T Inc.
+3.15%
+$817.42 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.92%
+$36,141.49 
PEP PepsiCo, Inc.
+2.86%
+$79,543.98 
MSFT Microsoft Corp.
+2.52%
+$194,115.48 
HDV iShares Core High Dividend ETF
+2.3%
+$52,895.5 
PRU Prudential Financial, Inc.
+2.19%
+$31,321.08 
UL Unilever PLC Sponsored American Depositary Receipt
+2%
+$23,392.14 
NVO Novo Nordisk A/S Sponsored ADR
+1.84%
+$16,596.86 
PG Procter & Gamble Co
+1.76%
+$44,075.2 
DOV Dover Corporation
+1.75%
+$37.2 
AAPL Apple Inc.
+1.74%
+$156,252.23 
TFC Truist Financial Corporation
+1.7%
+$400.06 
BEEZ Honeytree U.S. Equity ETF
+1.59%
+$52.99 
KD Kyndryl Holdings Inc.
+1.58%
+$5.55 
TM Toyota Motor Corporation
+1.5%
+$27,723.51 
CB Chubb Limited
+1.44%
+$48.5 
AFL Aflac Inc.
+1.37%
+$49.8 
CVX Chevron Corporation
+1.37%
+$1,289.6 
HD The Home Depot, Inc.
+1.33%
+$34,163.58 
JNJ Johnson & Johnson
+1.12%
+$35,325.81 
PFE Pfizer Inc.
+1.11%
+$3,057.18 
UBER Uber Technologies, Inc.
+1.09%
+$11,259.58 
DHR Danaher Corporation
+1.05%
+$196.69 
NSRGY Nestle S.A. Sponsored ADR
+0.74%
+$14,057.89 
RSP Invesco S&P 500 Equal Weight ETF
+0.72%
+$161,832.44 
CARR Carrier Global Corporation
+0.63%
+$109.65 
WFC Wells Fargo & Company
+0.58%
+$2,560.35 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.55%
+$12,044.02 
BABA Alibaba Group Holding Limited SP ADR
+0.45%
+$10.6 
LYB LyondellBasell Industries N.V.
+0.41%
+$3,415.96 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$8,127.36 
NOW ServiceNow, Inc.
+0.27%
+$5.6 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.18%
+$18,468 
AMX América Móvil, S.A.B. de C.V.
+0.17%
+$81 
RGEN Repligen Corporation
+0.1%
+$3.51 
AEO American Eagle Outfitters, Inc.
+0.09%
+$0.42 
HSBC HSBC Holdings plc Sponsored ADR
+0.08%
+$2,517.2 
SHV iShares Short Treasury Bond ETF
+0.01%
+$42 
000001388
0%
$0 
000018888
0%
$0 
000019691
0%
$0 
000255969
0%
$0 
000324716
0%
$0 
000377807
0%
$0 
000405723
0%
$0 
000430579
0%
$0 
000435499
0%
$0 
000505376
0%
$0 
000666038
0%
$0 
000696401
0%
$0 
000711636
0%
$0 
000714160
0%
$0 
000754694
0%
$0 
004390104
0%
$0 
0L8681T02
0%
$0 
0M4R8T106
0%
$0 
36827A101
0%
$0 
57636A104
0%
$0 
AZN
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
+$0.14 
SPIR Spire Global Inc.
-10.16%
-$1,211.87 
MRVL Marvell Technology, Inc.
-8.96%
-$295.57 
MUX McEwen Mining Inc.
-7.16%
-$1,728.72 
MU Micron Technology, Inc.
-6.49%
-$210,597.66 
INTC Intel Corporation
-6.39%
-$25,925.2 
GE General Electric Company
-5.66%
-$89,733.14 
BHP BHP Group Ltd.
-5.62%
-$84,217.24 
RIVN Rivian Automotive, Inc.
-5.53%
-$403.85 
AVGO Broadcom Inc.
-4.68%
-$150,637.47 
ELV Elevance Health, Inc.
-4.12%
-$80.45 
GOOGL Alphabet Inc
-3.82%
-$193,934.07 
METL Sprott Active Metals & Miners ETF
-3.82%
-$3,808 
SOLS Sollensys Corp
-3.64%
-$170.89 
KEYS Keysight Technologies, Inc.
-3.57%
-$1,070.43 
CMI Cummins Inc.
-3.22%
-$107.1 
RIO Rio Tinto Plc Sponsored ADR
-3.16%
-$32,363.16 
CEG Constellation Energy Corporation
-3.06%
-$1,312.23 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.78%
-$348,294.8 
CSCO Cisco Systems, Inc.
-2.59%
-$143,312.21 
META Meta Platforms Inc Class A
-1.84%
-$45,060.6 
TTE TotalEnergies SE
-1.67%
-$1,072 
QQQ Invesco QQQ Trust, Series 1
-1.66%
-$361,149.59 
APG Api Group Corporation
-1.58%
-$409.5 
USXF iShares ESG Aware MSCI USA ETF
-1.53%
-$2,488.45 
TT Trane Technologies plc
-1.42%
-$7,467.9 
EMXF iShares ESG Aware MSCI EM ETF
-1.37%
-$1,665.67 
RTX RTX Corporation
-1.31%
-$642.5 
SAN Banco Santander S.A. Sponsored ADR
-1.27%
-$30,141.3 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.26%
-$1,442.01 
VWO Vanguard FTSE Emerging Markets ETF
-1.2%
-$188,015.68 
BA Boeing Company
-1.2%
-$300.15 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.18%
-$618.08 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.18%
-$1,760.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.17%
-$275,649.83 
VEOEY Veolia Environnement S.A. ADR
-1.03%
-$9,646.87 
JPM JPMorgan Chase & Co.
-0.99%
-$52,598.7 
LHX L3Harris Technologies, Inc.
-0.92%
-$39.45 
DVYE iShares Emerging Markets Dividend ETF
-0.87%
-$6,014.6 
IEFA iShares Core MSCI EAFE ETF
-0.84%
-$12.3 
MAGS Roundhill Magnificent Seven Fund
-0.84%
-$87 
BP BP p.l.c. Sponsored ADR
-0.8%
-$7,583.07 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$178,355.45 
IBB iShares Biotechnology ETF
-0.55%
-$6,908.62 
ERTH Invesco MSCI Sustainable Future ETF
-0.37%
-$1.73 
EADSY Airbus SE
-0.34%
-$4,544.61 
NU Nu Holdings Ltd.
-0.32%
-$45 
IWM iShares Russell 2000 ETF
-0.26%
-$28,446.11 
BAC Bank of America Corporation
-0.15%
-$3,088.71 
PLTR Palantir Technologies Inc.
-0.1%
-$6.33 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.08%
-$13.95 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$74 
NEE NextEra Energy, Inc.
-0.04%
-$762.89 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 685 | Longs Won 455/685 66% | Profit Factor 12.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $684,374.4 |
| Average Win $187,061.3 | Best Trade (Jul 13) $10.64M | Sharpe Ratio -147.92 |
| Average Loss -$30,113.29 | Worst Trade (Jul 14) -$1.02M | Z-Score 4.63 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 6d | Expectancy $114,141.36 |
| 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 | 8,850 | 7,965 | 7,080 | 6,195 | 5,310 | 4,425 | 3,540 | 2,655 | 1,770 | 885 |
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
