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
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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:
52.21%
Gain +0.04%
Monthly
1.26%
Yearly
16.24%
Drawdown
16.28%
$265.41M
Equity
Holdings
$265.41M
Investment
$190M
$82.92M
Profit +$74,634.41
Realized
$7.5M
Unrealized
$75.41M
Dividends
$9.08M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.04%
Profit
$74,634.41
Win %
73%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.63M
Win %
73%
This Month
Compared to last month
Gain
0.61%
Profit
$1.62M
Win %
73%
This Year
Compared to last year
Gain
1.1%
Profit
$2.88M
Win %
73%
KD Kyndryl Holdings Inc.
+11.87%
+$7 
METL Sprott Active Metals & Miners ETF
+4.83%
+$4,557.2 
CRM Salesforce Inc
+4.57%
+$809.25 
EADSY Airbus SE
+4.41%
+$48,322.89 
HD The Home Depot, Inc.
+4.31%
+$105,302.39 
NOW ServiceNow, Inc.
+3.49%
+$1,191.4 
NSRGY Nestle S.A. Sponsored ADR
+3.43%
+$56,884.68 
UBER Uber Technologies, Inc.
+2.86%
+$32,002.74 
ACN Accenture plc Class A
+2.35%
+$44,880.42 
IBB iShares Biotechnology ETF
+2.05%
+$21,964.8 
TTE TotalEnergies SE
+1.98%
+$1,400 
TM Toyota Motor Corporation
+1.85%
+$39,665.52 
DEO Diageo plc Sponsored ADR
+1.74%
+$983.71 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+1.68%
+$25,621.27 
NKE Nike, Inc. - Class B
+1.43%
+$26.5 
CVX Chevron Corporation
+1.39%
+$1,596 
TFC Truist Financial Corporation
+1.39%
+$129 
BEEZ Honeytree U.S. Equity ETF
+1.37%
+$47.74 
WFC Wells Fargo & Company
+1.35%
+$5,653.05 
AEO American Eagle Outfitters, Inc.
+1.33%
+$6.72 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.31%
+$35,621.25 
CMI Cummins Inc.
+1.29%
+$33.85 
UL Unilever PLC Sponsored American Depositary Receipt
+1.24%
+$15,024.22 
AAPL Apple Inc.
+1.17%
+$105,855.98 
VEOEY Veolia Environnement S.A. ADR
+1%
+$7,767.18 
SOLV Solventum Corporation
+0.93%
+$8.2 
AMX América Móvil, S.A.B. de C.V.
+0.91%
+$369 
BABA Alibaba Group Holding Limited SP ADR
+0.91%
+$20.3 
RTX RTX Corporation
+0.85%
+$397.5 
UNP Union Pacific Corporation
+0.8%
+$1,712.28 
FDXF FedEx Freight Holding Company Inc.
+0.79%
+$43.5 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$11.25 
T AT&T Inc.
+0.77%
+$217.98 
NEE NextEra Energy, Inc.
+0.75%
+$13,568.23 
NU Nu Holdings Ltd.
+0.75%
+$110 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$22,937.99 
HSBC HSBC Holdings plc Sponsored ADR
+0.67%
+$19,822.95 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.67%
+$836.4 
INTU Intuit Inc.
+0.63%
+$29.26 
PFE Pfizer Inc.
+0.63%
+$6,728.27 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$5.25 
BAC Bank of America Corporation
+0.6%
+$10,607.89 
BA Boeing Company
+0.6%
+$129.95 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$101.05 
SAN Banco Santander S.A. Sponsored ADR
+0.59%
+$13,778.88 
BHP BHP Group Ltd.
+0.59%
+$8,588.23 
HCA HCA Healthcare Inc.
+0.56%
+$26.3 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$117,227.16 
GE General Electric Company
+0.51%
+$7,072 
ERTH Invesco MSCI Sustainable Future ETF
+0.48%
+$2 
PLD Prologis Inc.
+0.48%
+$5,620.54 
ELV Elevance Health, Inc.
+0.48%
+$10.2 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$499.5 
MSFT Microsoft Corp.
+0.44%
+$47,991.7 
PLTR Palantir Technologies Inc.
+0.43%
+$43.5 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.38%
+$38,476.55 
PG Procter & Gamble Co
+0.35%
+$9,797.19 
RSP Invesco S&P 500 Equal Weight ETF
+0.33%
+$74,032.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$159.9 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.29%
+$325.1 
MAGS Roundhill Magnificent Seven Fund
+0.21%
+$25.5 
DOV Dover Corporation
+0.19%
+$3.65 
HDV iShares Core High Dividend ETF
+0.17%
+$4,153.25 
RIVN Rivian Automotive, Inc.
+0.15%
+$8.2 
CB Chubb Limited
+0.14%
+$4.9 
IWM iShares Russell 2000 ETF
+0.12%
+$10,621.76 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$29,594.95 
JPM JPMorgan Chase & Co.
+0.07%
+$3,840.5 
SHV iShares Short Treasury Bond ETF
+0.04%
+$168 
NVO Novo Nordisk A/S Sponsored ADR
+0.03%
+$201.66 
META Meta Platforms Inc Class A
+0.01%
+$195.75 AZN
AZN
0%
$0 G200
G2004J103
0%
$0 0006
000666038
0%
$0 0000
000001388
0%
$0 0000
000018888
0%
$0 0000
000019691
0%
$0 0002
000255969
0%
$0 0M4R
0M4R8T106
0%
$0 0003
000377807
0%
$0 5763
57636A104
0%
$0 0004
000430579
0%
$0 0004
000435499
0%
$0 0005
000505376
0%
$0 0007
000754694
0%
$0 0006
000696401
0%
$0 0007
000711636
0%
$0 0007
000714160
0%
$0 0043
004390104
0%
$0 0L86
0L8681T02
0%
$0 3682
36827A101
0%
$0 7493
749351107
0%
$0 
ANET Arista Networks, Inc.
-5.04%
-$49.2 
MU Micron Technology, Inc.
-3.4%
-$114,070.98 
CSCO Cisco Systems, Inc.
-3.33%
-$112,039.98 
LRCX Lam Research Corporation
-3.3%
-$160.82 
TT Trane Technologies plc
-2.96%
-$15,253.37 
MRVL Marvell Technology, Inc.
-2.77%
-$106.88 
VRT Vertiv Holdings Co
-2.27%
-$14.64 
SPCX Space Exploration Technologies Corp. Class A
-2.07%
-$30.7 
AVGO Broadcom Inc.
-1.98%
-$55,678.56 
SPIR Spire Global Inc.
-1.61%
-$131.25 
INTC Intel Corporation
-1.42%
-$2,436.75 
SOLS Sollensys Corp
-1.32%
-$60.83 
DVYE iShares Emerging Markets Dividend ETF
-1.16%
-$8,503.4 
KEYS Keysight Technologies, Inc.
-0.95%
-$302.25 
LCID Lucid Group, Inc.
-0.86%
-$0.06 
BP BP p.l.c. Sponsored ADR
-0.76%
-$8,502.23 
DHR Danaher Corporation
-0.76%
-$162.75 
PEP PepsiCo, Inc.
-0.69%
-$19,261.38 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.66%
-$75,741.13 
APG Api Group Corporation
-0.5%
-$126 
VWO Vanguard FTSE Emerging Markets ETF
-0.42%
-$65,098.5 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$84,786.13 
PRU Prudential Financial, Inc.
-0.38%
-$5,512.76 
EMXF iShares ESG Aware MSCI EM ETF
-0.35%
-$424.68 
USXF iShares ESG Aware MSCI USA ETF
-0.33%
-$535.59 
CARR Carrier Global Corporation
-0.32%
-$44.62 
JNJ Johnson & Johnson
-0.25%
-$8,014.86 
TMO Thermo Fisher Scientific Inc.
-0.2%
-$4.16 
GOOGL Alphabet Inc
-0.17%
-$8,283.19 
AFL Aflac Inc.
-0.14%
-$4.8 
CEG Constellation Energy Corporation
-0.1%
-$45.65 
RIO Rio Tinto Plc Sponsored ADR
-0.03%
-$328.56 Events
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Dividends
Dividend Analysis
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| Trades 756 | Longs Won 501/756 66% | Profit Factor 13.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $667,954.38 |
| Average Win $173,737.83 | Best Trade (Oct 16) $11.09M | Sharpe Ratio -125.52 |
| Average Loss -$24,715.25 | Worst Trade (Oct 14) -$1.14M | Z-Score 3.54 (99.96%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 1d | Expectancy $109,677.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0000 000001388 | 205 | $23,372.02 | $23,372.02 | - | - | - | 0.0 |
| 0000 000018888 | 14,600 | $2.38M | $2.22M | - | -$158,091.95 | -6.65% | 0.0 |
| 0000 000019691 | 8,137 | $1.7M | $1.76M | - | $59,416.44 | 3.5% | 0.0 |
| 0002 000255969 | 25,319 | $2.63M | $2.53M | - | -$96,125.12 | -3.66% | 0.0 |
| 0003 000377807 | 6,820 | $993,712.66 | $1.11M | - | $114,196.02 | 11.49% | 0.0 |
| 0004 000430579 | 8,405 | $2.48M | $2.49M | - | $11,453.53 | 0.46% | 0.0 |
| 0004 000435499 | 7,869 | $835,578.56 | $857,878.48 | - | $22,299.92 | 2.67% | 0.0 |
| 0005 000505376 | 25,366 | $2.59M | $2.56M | - | -$24,126.59 | -0.93% | 0.0 |
| 0006 000666038 | 140 | $15,305 | $15,305 | - | - | - | 0.0 |
| 0006 000696401 | 4,148 | $1.78M | $2.18M | - | $398,818.45 | 22.34% | 0.0 |
| 0007 000711636 | 7,765 | $2.19M | $2.02M | - | -$171,636.31 | -7.83% | 0.0 |
| 0007 000714160 | 24,162 | $2.06M | $3.81M | - | $1.75M | 85.11% | 0.0 |
| 0007 000754694 | 300 | $7,068 | $7,068 | - | - | - | 0.0 |
| 0043 004390104 | 2 | $7 | $7 | - | - | - | 0.0 |
| 0L86 0L8681T02 | 1,684 | $906,572.93 | $926,250.72 | - | $19,677.79 | 2.17% | 0.0 |
| 0M4R 0M4R8T106 | 2 | $54 | $54 | - | - | - | 0.0 |
| 3682 36827A101 | 1,275 | $1.14M | $1.11M | - | -$30,196 | -2.64% | 0.0 |
| 5763 57636A104 | 53 | $26,428.85 | $26,171.4 | - | -$257.45 | -0.97% | 0.0 |
| 7493 749351107 | 52 | $6,042 | $6,042 | - | - | - | 0.0 |
| AAPL Apple Inc. | 26,398 | $5.46M | $9.13M | - | $3.67M | 67.16% | +1.173% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joe Banwait?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD FTSE DEVELOPED MARKETS ETF - $1.83M, SPDR S&P 500 ETF Trust - $1.32M, iShares Russell 2000 ETF - $1.24M, Cisco Systems, Inc - $1.08M, and iShares MSCI Emerging Markets ex China ETF - $1.04M. 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: 000538579 - $453,080.51, Salesforce Inc - $399,713.15, Accenture plc Class A - $333,118.89, Diageo plc Sponsored ADR - $273,005.72, and iShares Biotechnology ETF - $201,998.35. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joe Banwait's portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.08M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $1.45M, Vanguard FTSE Emerging Markets ETF - $817,394.17, SPDR S&P 500 ETF Trust - $789,325.65, Invesco S&P 500 Equal Weight ETF - $636,839.01, and iShares MSCI Emerging Markets ex China ETF - $536,590.95. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joe Banwait's monthly returns?
Joe Banwait's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Joe Banwait's strategy be considered aggressive or moderate?
Joe Banwait'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 Joe Banwait's strategy?
Joe Banwait'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.
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