Benjamin Carter Portfolio
Invests via Turtle Creek Wealth Advisors, LLC | Managed by Jack Reilly, Dale Cloud, Monica Eaker
Invests via Turtle Creek Wealth Advisors, LLC
Managed by Jack Reilly, Dale Cloud, Monica Eaker
Automatically Tracked
Benjamin Carter Profile
Veteran buy-side investor focused on growth-stage technology and consumer sectors with hands-on operating experience and portfolio construction expertise.
Benjamin Carter combines prior operating roles at high-growth startups with multi-asset investment experience, specializing in cross-border deals and secondary liquidity solutions.
Known for fundamental equity research, active board engagement, and sourcing founder-led opportunities, he emphasizes disciplined risk management and scalable go-to-market business models.
Veteran buy-side investor focused on growth-stage technology and consumer sectors with hands-on operating experience and portfolio construction expertise.
Benjamin Carter combines prior operating roles at high-growth startups with multi-asset investment experience, specializing in cross-border deals and secondary liquidity solutions.
Known for fundamental equity research, active board engagement, and sourcing founder-led opportunities, he emphasizes disciplined risk management and scalable go-to-market business models.
Investment Philosophy & Strategy
Combines a growth-oriented, research-driven approach that targets founder-led technology and consumer companies at the growth stage. Emphasizes durable unit economics, repeatable go-to-market models and clear paths to secondary liquidity. Deploys concentrated, stage-weighted capital with reserve for follow-ons, uses cross-border deal sourcing and secondary solutions to manage liquidity risk. Investment edge derives from prior operating roles, active board engagement and disciplined portfolio construction focused on downside protection and scalable upside.
Combines a growth-oriented, research-driven approach that targets founder-led technology and consumer companies at the growth stage. Emphasizes durable unit economics, repeatable go-to-market models and clear paths to secondary liquidity. Deploys concentrated, stage-weighted capital with reserve for follow-ons, uses cross-border deal sourcing and secondary solutions to manage liquidity risk. Investment edge derives from prior operating roles, active board engagement and disciplined portfolio construction focused on downside protection and scalable upside.
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:
97.36%
Gain -0.41%
Monthly
2.15%
Yearly
29.02%
Drawdown
22.19%
$1.95B
Equity
Holdings
$1.95B
Investment
$1.56B
$406.54M
Profit -$1.53M
Realized
$11.94M
Unrealized
$394.59M
Dividends
$37.2M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$1.53M
Win %
73%
This Week
Compared To Last Week
Gain
-0.06%
Profit
-$1.12M
Win %
73%
This Month
Compared to last month
Gain
-0.08%
Profit
-$1.53M
Win %
73%
This Year
Compared to last year
Gain
3.03%
Profit
$58.07M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$4.53M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$48,004.44 
ETN Eaton Corporation plc
+7.32%
+$368,879.3 
GOOG Alphabet Inc
+6.88%
+$1.65M 
GOOGL Alphabet Inc
+6.73%
+$2.16M 
VRT Vertiv Holdings Co
+6.18%
+$13,028.83 
COHR Coherent Corp.
+5.55%
+$8,629.93 
ANET Arista Networks, Inc.
+5.46%
+$69,247.3 
FTNT Fortinet Inc.
+4.99%
+$70,385.7 
APO Apollo Global Management, Inc.
+4.44%
+$14,327.22 
SNPS Synopsys, Inc.
+4.41%
+$31,545.64 
OXY-WT Occidental Petroleum Corporation
+3.39%
+$1,006.25 
TT Trane Technologies plc
+3.33%
+$351,068.01 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$16,109.78 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$8,234.3 
META Meta Platforms Inc Class A
+3.28%
+$584,217.62 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$8,155.58 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$65,649.6 
MSFT Microsoft Corp.
+3.02%
+$1.63M 
LITE Lumentum Holdings Inc.
+2.99%
+$5,920.2 
NVDA NVIDIA Corporation
+2.93%
+$1.82M 
SM SM Energy Company
+2.81%
+$169,953.51 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$7,265.27 
CTSH Cognizant Technology Solutions Corporation
+2.69%
+$7,550.15 
NTAP NetApp, Inc.
+2.6%
+$7,684 
EVR Evercore Inc.
+2.46%
+$5,944.37 
DMLP Dorchester Minerals, L.P.
+2.45%
+$555,868.5 
CVX Chevron Corporation
+2.35%
+$1.78M 
MRVL Marvell Technology, Inc.
+2.32%
+$4,694.52 
ORLY O'Reilly Automotive Inc.
+2.28%
+$14,501.13 
CNC Centene Corporation
+2.27%
+$10,626 
FAST Fastenal Co.
+2.25%
+$7,491.75 
GLW Corning Incorporated
+2.24%
+$10,368.66 
WDC Western Digital Corporation
+2.21%
+$32,485.54 
EOG EOG Resources, Inc.
+2.19%
+$318,519.34 
CDNS Cadence Design Systems, Inc.
+2.16%
+$13,845.56 
CSCO Cisco Systems, Inc.
+2.14%
+$75,040.83 
LNG Cheniere Energy Inc.
+2.13%
+$26,833.76 
KEYS Keysight Technologies, Inc.
+2.04%
+$20,556.59 
OXY Occidental Petroleum Corporation
+2%
+$15,426.88 
GWW W.W. Grainger, Inc.
+1.97%
+$5,292.54 
OKE ONEOK, Inc.
+1.95%
+$40,924.8 
JCI Johnson Controls International plc
+1.93%
+$15,303.9 
HAL Halliburton Company
+1.93%
+$9,356.18 
ROK Rockwell Automation, Inc.
+1.93%
+$6,430.61 
LHX L3Harris Technologies, Inc.
+1.9%
+$6,635.77 
PANW Palo Alto Networks, Inc.
+1.89%
+$44,409.15 
BWXT Bwx Technologies Inc.
+1.88%
+$5,246.57 
CRM Salesforce Inc
+1.83%
+$11,707.45 
ORCL Oracle Corporation
+1.81%
+$35,012.67 
HWM Howmet Aerospace Inc.
+1.8%
+$19,855.3 
ARW Arrow Electronics Inc.
+1.75%
+$5,665.56 
VTR Ventas Inc.
+1.73%
+$8,463.57 
HCA HCA Healthcare Inc.
+1.72%
+$4,698.79 
ZTS Zoetis Inc.
+1.66%
+$7,236.19 
KMI Kinder Morgan, Inc.
+1.64%
+$68,756.48 
LBTYA Liberty Global Plc
+1.63%
+$5,453.43 
HPE Hewlett Packard Enterprise Company
+1.61%
+$5,797.28 
ACN Accenture plc Class A
+1.61%
+$12,971.21 
FANG Diamondback Energy Inc
+1.59%
+$5,361.48 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$1,811.7 
BSX Boston Scientific Corporation
+1.59%
+$3,723 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,668.6 
VZ Verizon Communications Inc.
+1.52%
+$16,475.9 
LMT Lockheed Martin Corporation
+1.5%
+$76,927.82 
CVNA Carvana Co.
+1.5%
+$3,150.08 
MPLX MPLX LP
+1.46%
+$126,324.24 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+1.45%
+$1,300.41 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$47,688.52 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$76,302.72 
NOC Northrop Grumman Corporation
+1.43%
+$10,949.05 
PH Parker-Hannifin Corporation
+1.43%
+$187,716.56 
PWR Quanta Services Inc.
+1.43%
+$12,297.19 
KRP Kimbell Royalty Partners, LP
+1.42%
+$2,724.75 
SNX TD Synnex Corporation
+1.42%
+$6,304.38 
GE General Electric Company
+1.42%
+$27,675.05 
WDAY Workday Inc.
+1.41%
+$6,997.74 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$9,810.66 
HESM Hess Midstream LP
+1.39%
+$3,901.52 
SLB Schlumberger Limited
+1.39%
+$7,485.44 
KLAC KLA Corporation
+1.38%
+$282,982.17 
OWL Blue Owl Capital Inc.
+1.38%
+$18,033.82 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
+1.37%
+$229.5 
LB LandBridge Company LLC
+1.33%
+$3,060 
CAH Cardinal Health Inc.
+1.3%
+$4,661.99 
RRX Regal Rexnord Corporation
+1.3%
+$3,173.28 
ADX Adams Diversified Equity Fund, Inc.
+1.27%
+$8,312.32 
CMCSA Comcast Corp
+1.23%
+$4,104.08 
COP ConocoPhillips
+1.22%
+$50,352.73 
VRSN Verisign Inc.
+1.2%
+$4,382.56 
WFC Wells Fargo & Company
+1.19%
+$14,760.42 
BN Brookfield Corporation
+1.19%
+$3,772.01 
AMAT Applied Materials, Inc.
+1.18%
+$257,270.37 
CHD Church & Dwight Co., Inc.
+1.16%
+$2,335.71 
ITW Illinois Tool Works Inc.
+1.15%
+$7,592 
MSI Motorola Solutions, Inc.
+1.14%
+$2,933.34 
VOX Vanguard Communication Services ETF
+1.12%
+$460.29 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$13,746.5 
VUG Vanguard Growth ETF
+1.1%
+$7,641.81 
NOW ServiceNow, Inc.
+1.05%
+$14,309.76 
BSM Black Stone Minerals, L.P.
+1.01%
+$1,500 
ADBE Adobe Inc.
+1.01%
+$4,909.58 
XLE Energy Select Sector SPDR Fund
+1%
+$292.05 
URI United Rentals, Inc.
+0.99%
+$6,856.36 
BKR Baker Hughes Company
+0.98%
+$3,752.99 
ADP Automatic Data Processing Inc.
+0.98%
+$37,803.49 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$18,355.12 
OEF iShares S&P 100 ETF
+0.95%
+$9,366.19 
JBHT J.B. Hunt Transport Services, Inc.
+0.94%
+$3,990.36 
UNP Union Pacific Corporation
+0.92%
+$54,825.99 
DTM Dt Midstream Inc.
+0.9%
+$11,986.35 
WMB The Williams Companies, Inc.
+0.89%
+$59,267.25 
SCHW Charles Schwab Corporation
+0.87%
+$7,061.6 
MGC Vanguard Mega Cap ETF
+0.87%
+$708 
NDSN Nordson Corporation
+0.86%
+$2,294.99 
IBM International Business Machines Corporation
+0.86%
+$10,883.07 
XPO XPO Inc.
+0.86%
+$3,529.46 
GEV GE Vernova Inc.
+0.85%
+$13,536.99 
CP Canadian Pacific Kansas City Limited
+0.83%
+$6,870.76 
EEMA iShares MSCI Emerging Markets Asia ETF
+0.83%
+$19.11 
MCD McDonald's Corporation
+0.82%
+$138,906.43 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$2,494 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$604.56 
EMR Emerson Electric Co.
+0.79%
+$6,906.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$3,214.45 
AEE Ameren Corporation
+0.79%
+$5,049.06 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$12,934.4 
TSLA Tesla, Inc.
+0.76%
+$40,379.26 
MPC Marathon Petroleum Corporation
+0.76%
+$166,904.17 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$16,732 
TRGP Targa Resources Corp.
+0.76%
+$15,545.74 
STT State Street Corp
+0.73%
+$2,527.22 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$38,005.32 
CYH Community Health Systems, Inc.
+0.72%
+$2,000 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$648,792.16 
VIS Vanguard Industrials ETF
+0.72%
+$292.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$883,156.75 
AME Ametek Inc.
+0.71%
+$5,219.05 
CAT Caterpillar Inc.
+0.7%
+$196,533.19 
ROP Roper Technologies Inc.
+0.7%
+$6,236.96 
BMY Bristol-Myers Squibb Company
+0.69%
+$4,462.65 
IVV iShares Core S&P 500 ETF
+0.69%
+$57,712.64 
CARR Carrier Global Corporation
+0.68%
+$2,153.34 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$873.76 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$653.13 
WCN Waste Connections Inc.
+0.67%
+$2,135.64 
DOW Dow Inc.
+0.67%
+$2,263.8 
PTC PTC Inc.
+0.66%
+$1,755.9 
PLTR Palantir Technologies Inc.
+0.65%
+$10,719.17 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,161.16 
IWB iShares Russell 1000 ETF
+0.64%
+$72,521.5 
IXC iShares Global Energy ETF
+0.63%
+$1,544.2 
SYY Sysco Corporation
+0.63%
+$2,825.96 
TER Teradyne, Inc.
+0.6%
+$3,168.01 
FTK Flotek Industries Inc.
+0.6%
+$4,120.06 
ET Energy Transfer L.P.
+0.59%
+$89,333.88 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$56,287.31 
MO Altria Group, Inc.
+0.57%
+$5,371.86 
QLC FlexShares US Quality Large Cap Fund
+0.57%
+$3,163.02 
BBD Banco Bradesco S.A. ADR
+0.56%
+$238 
APH Amphenol Corporation
+0.55%
+$97,494.97 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$267.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,194.61 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,304.86 
EXC Exelon Corporation
+0.53%
+$1,282.32 
STX Seagate Technology Holdings plc
+0.52%
+$8,290.37 
GM General Motors Company
+0.52%
+$5,332.78 
PSX Phillips 66
+0.51%
+$2,130.8 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$3,821.57 
AXON Axon Enterprise, Inc.
+0.47%
+$1,156.21 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$2,110.02 
NSC Norfolk Southern Corporation
+0.46%
+$1,579.47 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$637 
IYW iShares U.S. Technology ETF
+0.46%
+$332.63 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$57.63 
PJT PJT Partners Inc.
+0.45%
+$1,224.36 
IWD iShares Russell 1000 Value ETF
+0.44%
+$6,754.35 
PAYX Paychex Inc.
+0.44%
+$6,593.79 
EBAY eBay Inc.
+0.43%
+$1,919.34 
CSX CSX Corporation
+0.42%
+$1,904.49 
CASY Casey's General Stores Inc.
+0.4%
+$1,806 
WST West Pharmaceutical Services, Inc.
+0.4%
+$978.17 
PFE Pfizer Inc.
+0.4%
+$3,687 
RTX RTX Corporation
+0.39%
+$27,284.88 
VLO Valero Energy Corporation
+0.38%
+$1,700.51 
AVGO Broadcom Inc.
+0.37%
+$110,376 
PG Procter & Gamble Co
+0.37%
+$60,952.12 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$27,169.02 
OTIS Otis Worldwide Corporation
+0.36%
+$3,234.14 
TDG TransDigm Group Inc.
+0.36%
+$1,269.47 
BAC Bank of America Corporation
+0.36%
+$13,351.8 
EWZ iShares MSCI Brazil ETF
+0.33%
+$242.16 
GD General Dynamics Corporation
+0.32%
+$2,995.1 
MRK Merck & Co., Inc.
+0.32%
+$11,877.17 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,806.45 
DOV Dover Corporation
+0.27%
+$880.88 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$88.56 
JPM JPMorgan Chase & Co.
+0.27%
+$76,953.1 
VT Vanguard Total World Stock ETF
+0.26%
+$2,373.49 
NRG NRG Energy, Inc.
+0.24%
+$540.14 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$120 
ALLE Allegion plc
+0.22%
+$562.35 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$80.76 
CME CME Group Inc.
+0.21%
+$15,152.58 
SO The Southern Company
+0.21%
+$2,335 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$302.56 
JNJ Johnson & Johnson
+0.21%
+$31,947.34 
ADI Analog Devices, Inc.
+0.2%
+$1,999.45 
MKC-V McCormick & Company, Incorporated
+0.2%
+$373.6 
CMI Cummins Inc.
+0.19%
+$1,742.2 
OGE Oge Energy Corp.
+0.19%
+$554.31 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$945.62 
INTU Intuit Inc.
+0.18%
+$1,844.54 
USB U.S. Bancorp
+0.17%
+$850.51 
T AT&T Inc.
+0.17%
+$2,266.44 
MS Morgan Stanley
+0.17%
+$5,581.83 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,390.49 
GFR Greenfire Resources Ltd.
+0.16%
+$337.5 
VICI Vici Properties Inc.
+0.15%
+$550.76 
CB Chubb Limited
+0.15%
+$1,966.83 
DELL Dell Technologies Inc.
+0.14%
+$2,044.56 
EA Electronic Arts Inc.
+0.13%
+$477.9 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$22.2 
DTE DTE Energy Company
+0.12%
+$240.04 
MMM 3M Company
+0.12%
+$601.84 
TCBI Texas Capital Bancshares Inc.
+0.11%
+$1,090.87 
BDX Becton, Dickinson and Company
+0.1%
+$488.92 
ISRG Intuitive Surgical, Inc.
+0.1%
+$2,968.48 
C Citigroup Inc.
+0.1%
+$2,188.12 
NUE Nucor Corporation
+0.1%
+$229.5 
WM Waste Management, Inc.
+0.1%
+$830.28 
AFL Aflac Inc.
+0.09%
+$10,854.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$120.06 
WMT Walmart Inc.
+0.09%
+$5,222.6 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$234.02 
ABT Abbott Laboratories
+0.09%
+$3,800.61 
AEP American Electric Power Company, Inc.
+0.06%
+$318.36 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$218.44 
USFD US Foods Holding Corp
+0.04%
+$97.8 
HDV iShares Core High Dividend ETF
+0.04%
+$79.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$81.93 
DIS The Walt Disney Company
+0.03%
+$489.48 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$403.84 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$180.14 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GDDY Godaddy Inc.
-16.7%
-$48,359.85 
CTVA Corteva Inc.
-11.9%
-$33,845.92 
AAPL Apple Inc.
-7.35%
-$5.91M 
NXPI NXP Semiconductors N.V.
-6.53%
-$15,152 
SYK Stryker Corporation
-6.42%
-$688,630.47 
TROW T. Rowe Price Group, Inc.
-6.31%
-$17,311.47 
LIN Linde plc
-5.95%
-$109,995.14 
MU Micron Technology, Inc.
-5.9%
-$427,392.65 
MRNA Moderna, Inc.
-5.35%
-$8,986.9 
LYV Live Nation Entertainment, Inc.
-5.14%
-$28,657.77 
SNDK SanDisk Corporation
-5.09%
-$55,034.85 
SPOT Spotify Technology S.A.
-4.34%
-$11,584.36 
SHOP Shopify Inc.
-4.29%
-$11,476.5 
CLOV Clover Health Investments, Corp.
-3.92%
-$37,400 
AU AngloGold Ashanti plc
-3.66%
-$7,612.29 
AEM Agnico Eagle Mines Limited
-3.63%
-$9,042 
GDX VanEck Gold Miners ETF
-3.49%
-$13,400.01 
CAG Conagra Brands Inc.
-3.46%
-$5,300.36 
MDXG MiMedx Group, Inc.
-3.28%
-$23,338 
SIL Global X Silver Miners UCITS ETF USD Accumulating
-3.2%
-$10,980 
CI The Cigna Group
-2.99%
-$275,374.01 
XBI SPDR S&P Biotech ETF
-2.94%
-$12,353.24 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$8,089.14 
IBKR Interactive Brokers Group Inc.
-2.75%
-$10,194.06 
MLM Martin Marietta Materials, Inc.
-2.75%
-$245,145.26 
AJG Arthur J. Gallagher & Co.
-2.75%
-$6,497.91 
VRSK Verisk Analytics Inc.
-2.75%
-$12,485 
EQIX Equinix, Inc.
-2.7%
-$18,475.5 
QCOM QUALCOMM Incorporated
-2.63%
-$18,286.22 
ON ON Semiconductor Corporation
-2.54%
-$5,548.65 
ABBV AbbVie Inc.
-2.51%
-$184,608.51 
ICE Intercontinental Exchange, Inc.
-2.42%
-$33,643.83 
DLR Digital Realty Trust, Inc.
-2.42%
-$8,980.41 
BIIB Biogen Inc.
-2.4%
-$7,963 
VAW Vanguard Materials ETF
-2.38%
-$157.47 
YUM Yum! Brands, Inc.
-2.37%
-$6,573.24 
XLB Materials Select Sector SPDR Fund
-2.34%
-$196.02 
NVR NVR, Inc.
-2.25%
-$5,240.32 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$12,749.76 
KGC Kinross Gold Corporation
-2.2%
-$7,800 
CPT Camden Property Trust
-2.19%
-$12,749.68 
BA Boeing Company
-2.15%
-$53,692.69 
NEM Newmont Corporation
-2.14%
-$17,295.85 
SLV iShares Silver Trust
-2.13%
-$6,965.4 
CCEP Coca-Cola Europacific Partners PLC
-2.01%
-$5,490 
WES Western Midstream Partners, LP
-2%
-$32,681.9 
NFLX Netflix, Inc.
-2%
-$54,990.9 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$10,895 
IYM iShares U.S. Basic Materials ETF
-1.96%
-$725.12 
AWK American Water Works Company, Inc.
-1.93%
-$7,167.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$107,720.15 
RBC RBC Bearings Incorporated
-1.89%
-$9,478.07 
IRM Iron Mountain Inc.
-1.86%
-$5,447.36 
GIS General Mills, Inc.
-1.84%
-$16,023.05 
TTWO Take-Two Interactive Software, Inc.
-1.82%
-$11,698.91 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,085.36 
MGA Magna International Inc.
-1.79%
-$9,013.75 
APD Air Products and Chemicals, Inc.
-1.77%
-$82,995.3 
DHI D.R. Horton, Inc.
-1.7%
-$5,841.55 
BTI British American Tobacco p.l.c. ADR
-1.69%
-$4,592.64 
UNH UnitedHealth Group Incorporated
-1.68%
-$154,126.22 
LEN Lennar Corporation
-1.67%
-$6,837.6 
AON Aon plc
-1.64%
-$8,831.37 
DRI Darden Restaurants, Inc.
-1.64%
-$3,586.62 
LRCX Lam Research Corporation
-1.58%
-$404,727.35 
INFQ Infleqtion Inc.
-1.5%
-$35,681.7 
GLD SPDR Gold Shares
-1.49%
-$22,384.42 
KDP Keurig Dr Pepper Inc.
-1.43%
-$4,860.9 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$2,397.51 
NKE Nike, Inc. - Class B
-1.37%
-$2,902.32 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$55,269.57 
BBAX JPMorgan BetaBuilders Developed Markets ETF
-1.35%
-$153.99 
CLH Clean Harbors Inc.
-1.35%
-$3,232.38 
TTD The Trade Desk, Inc. Class A
-1.31%
-$2,548.07 
MNST Monster Beverage Corporation
-1.3%
-$6,320.79 
DAL Delta Air Lines, Inc.
-1.3%
-$5,261.25 
LEN-B Lennar Corporation
-1.3%
-$3,555.24 
FCX Freeport-McMoRan Inc.
-1.28%
-$6,753.78 
GRMN Garmin Ltd.
-1.27%
-$158,667.57 
IT Gartner Inc.
-1.24%
-$4,113.49 
HSY The Hershey Company
-1.23%
-$2,759.88 
MDLZ Mondelez International, Inc.
-1.22%
-$3,990.92 
STE STERIS plc
-1.22%
-$3,113.5 
F Ford Motor Company
-1.21%
-$7,477.38 
TJX The TJX Companies, Inc.
-1.21%
-$196,783.62 
EWL iShares MSCI Switzerland ETF
-1.19%
-$216.6 
IQV IQVIA Holdings Inc.
-1.17%
-$4,235.31 
SHW The Sherwin-Williams Company
-1.16%
-$9,240.82 
SRE Sempra
-1.15%
-$4,614.4 
NEE NextEra Energy, Inc.
-1.15%
-$27,126.58 
THO Thor Industries Inc.
-1.15%
-$5,120.82 
DE Deere & Company
-1.13%
-$36,835.55 
RCL Royal Caribbean Group
-1.13%
-$6,242.62 
VTRS Viatris Inc.
-1.13%
-$2,347.8 
PKG Packaging Corporation of America
-1.12%
-$4,316.13 
TXN Texas Instruments Inc
-1.08%
-$116,750.95 
LOW Lowe's Companies Inc.
-1.08%
-$5,316.34 
PLD Prologis Inc.
-1.08%
-$77,728.1 
MCK McKesson Corporation
-1.08%
-$14,418.06 
PPH VanEck Pharmaceutical ETF
-1.07%
-$2,400 
CTAS Cintas Corporation
-1.04%
-$7,369.89 
CRH CRH plc
-1.03%
-$4,068.89 
BBJP JPMorgan BetaBuilders Japan Fund
-1.02%
-$4,254.25 
INTC Intel Corporation
-1.02%
-$44,214.06 
NDAQ Nasdaq, Inc.
-1.02%
-$4,243.75 
KO The Coca-Cola Company
-1.02%
-$197,451 
PAA Plains All American Pipeline, L.P.
-1.01%
-$12,721.25 
UPS United Parcel Service, Inc.
-1%
-$8,316 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$65,842.7 
VMC Vulcan Materials Company
-0.98%
-$2,066.56 
EW Edwards Lifesciences Corporation
-0.98%
-$4,029 
PAGP Plains GP Holdings, L.P.
-0.98%
-$210,687.88 
XOM Exxon Mobil Corporation
-0.97%
-$564,762.78 
TRP TC Energy Corporation
-0.97%
-$11,579.63 
MET MetLife Inc.
-0.97%
-$7,936.42 
EWJ iShares MSCI Japan ETF
-0.96%
-$1,096.2 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$4,641.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$5,512.75 
MAS Masco Corporation
-0.87%
-$12,850.11 
PGR Progressive Corporation
-0.87%
-$89,657.58 
O Realty Income Corporation
-0.87%
-$3,424.96 
ATO Atmos Energy Corporation
-0.85%
-$2,939.26 
GILD Gilead Sciences Inc.
-0.81%
-$14,161.32 
PCAR PACCAR Inc.
-0.81%
-$2,592 
MCO Moody's Corporation
-0.81%
-$4,376.65 
COPX Global X Copper Miners ETF
-0.81%
-$544 
D Dominion Energy, Inc.
-0.8%
-$2,602.88 
KMB Kimberly-Clark Corporation
-0.8%
-$2,189.44 
XHB SPDR S&P Homebuilders ETF
-0.79%
-$2,997.96 
WAT Waters Corporation
-0.79%
-$2,257.44 
PYPL PayPal Holdings Inc
-0.76%
-$2,617.56 
VHT Vanguard Health Care ETF
-0.76%
-$351 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$56.2 
CVS CVS Health Corporation
-0.75%
-$6,158.05 
BBCA JPMorgan BetaBuilders Canada ETF
-0.75%
-$483.56 
SPGI S&P Global Inc.
-0.74%
-$70,880.39 
ED Consolidated Edison, Inc.
-0.74%
-$2,312.55 
MA Mastercard Incorporated
-0.74%
-$78,629.32 
BLK BlackRock, Inc.
-0.73%
-$149,912.09 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$5,775 
MAR Marriott International Inc. - Class A
-0.71%
-$11,188.38 
DASH DoorDash, Inc.
-0.69%
-$2,694.79 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$1,111.04 
EWC iShares MSCI Canada ETF
-0.67%
-$158 
DUK Duke Energy Corporation
-0.67%
-$39,096.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$147,247.4 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$5,616.61 
AMGN Amgen Inc.
-0.64%
-$24,078.42 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$139.32 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$479,818.08 
GS The Goldman Sachs Group, Inc.
-0.63%
-$14,081.02 
AMT American Tower Corporation
-0.63%
-$2,973.33 
EFA iShares MSCI EAFE ETF
-0.62%
-$11,905.74 
PM Philip Morris International Inc.
-0.61%
-$64,120.66 
ECL Ecolab Inc.
-0.61%
-$2,154.6 
MSCI MSCI Inc.
-0.61%
-$4,543 
DHR Danaher Corporation
-0.61%
-$3,634.26 
ROST Ross Stores, Inc.
-0.59%
-$2,580.01 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$1,697.5 
DAR Darling Ingredients Inc.
-0.59%
-$2,674.44 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$2,002.25 
FTXL First Trust Nasdaq Semiconductor ETF
-0.59%
-$584.97 
SCHF Schwab International Equity ETF
-0.58%
-$2,408.96 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$131.56 
WEC WEC Energy Group Inc.
-0.57%
-$2,239.03 
SBUX Starbucks Corporation
-0.57%
-$25,863.6 
ULS Ul Solutions Inc.
-0.56%
-$1,068.08 
PRU Prudential Financial, Inc.
-0.56%
-$1,382.76 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$138.24 
DGX Quest Diagnostics Inc.
-0.55%
-$2,133.67 
WAB Wabtec Corporation
-0.55%
-$2,694.4 
VNQ Vanguard Real Estate ETF
-0.54%
-$44.82 
COF Capital One Financial Corporation
-0.54%
-$10,811.89 
LLY Eli Lilly and Company
-0.53%
-$170,524.34 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$3,027.44 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,369.23 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$255.76 
WELL Welltower Inc.
-0.51%
-$4,736.2 
STLD Steel Dynamics Inc.
-0.49%
-$1,609.53 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$778.67 
ALL Allstate Corporation
-0.49%
-$1,462.51 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$5,772.69 
IWM iShares Russell 2000 ETF
-0.47%
-$3,834.98 
SPG Simon Property Group, Inc.
-0.46%
-$3,934.39 
PEP PepsiCo, Inc.
-0.46%
-$25,639.04 
DVY iShares Select Dividend ETF
-0.45%
-$977.73 
TRV The Travelers Companies, Inc.
-0.43%
-$2,370.02 
TEL TE Connectivity plc
-0.43%
-$1,563.73 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,748.12 
HD The Home Depot, Inc.
-0.42%
-$49,718.24 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,162.79 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$94 
AIG American International Group Inc.
-0.39%
-$934.65 
ETR Entergy Corporation
-0.38%
-$40,081.91 
VGT Vanguard Information Technology ETF
-0.38%
-$51.6 
AXP American Express Company
-0.38%
-$6,633.16 
FDX FedEx Corporation
-0.37%
-$2,953.2 
MDT Medtronic plc
-0.37%
-$4,064.64 
OBDC Blue Owl Capital Corporation
-0.37%
-$1,527.88 
RSG Republic Services, Inc.
-0.37%
-$1,346.28 
ABNB Airbnb, Inc.
-0.37%
-$899.92 
KVUE Kenvue Inc.
-0.36%
-$1,577.66 
TMUS T-Mobile US, Inc.
-0.36%
-$1,238.56 
DG Dollar General Corporation
-0.35%
-$1,613.69 
CL Colgate-Palmolive Company
-0.33%
-$5,635.8 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$1,886.41 
TFC Truist Financial Corporation
-0.33%
-$1,775.29 
L Loews Corporation
-0.31%
-$2,343.59 
CEG Constellation Energy Corporation
-0.31%
-$1,541.43 
VST Vistra Corp
-0.29%
-$883.65 
EVRG Evergy Inc.
-0.29%
-$602.63 
MTB M&T Bank Corporation
-0.29%
-$745.51 
COR Cencora, Inc.
-0.28%
-$1,624.27 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,088.56 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$14,201.1 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$1,205.37 
VTV Vanguard Value ETF
-0.27%
-$1,294.44 
DUHP Dimensional US High Profitability ETF
-0.27%
-$166.43 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,726.91 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$2,601.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$414.2 
BX Blackstone Inc.
-0.25%
-$21,039.18 
IWN iShares Russell 2000 Value ETF
-0.25%
-$46.75 
A Agilent Technologies Inc.
-0.24%
-$1,822.79 
COST Costco Wholesale Corporation
-0.24%
-$37,760.86 
HBAN Huntington Bancshares Incorporated
-0.23%
-$1,562.48 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$9.12 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,548.12 
VB Vanguard Small-Cap ETF
-0.22%
-$351.11 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,359.36 
PFG Principal Financial Group, Inc.
-0.22%
-$661 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$19,329.55 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,051.97 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$71.5 
VOOV Vanguard S&P 500 Value ETF
-0.21%
-$1,294.88 
KR Kroger Co.
-0.21%
-$708 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$8.64 
NFG National Fuel Gas Company
-0.19%
-$1,227.84 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$3,587.77 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$633.37 
EPD Enterprise Products Partners L.P.
-0.18%
-$30,112.05 
BKNG Booking Holdings Inc.
-0.18%
-$1,779.66 
NTRS Northern Trust Corporation
-0.17%
-$401.59 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$15.08 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,526.27 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$3,983.83 
ELV Elevance Health, Inc.
-0.15%
-$1,025.34 
TPR Tapestry Inc.
-0.14%
-$329.07 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$925.67 
MKC McCormick & Company, Incorporated
-0.12%
-$65.4 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$1,702.2 
CFG Citizens Financial Group, Inc.
-0.11%
-$236.24 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$32,970.96 
XLF Financial Select Sector SPDR Fund
-0.1%
-$424.98 
KEY KeyCorp
-0.09%
-$211.3 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$68.58 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.08%
-$590.6 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$1,129.8 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.07%
-$427.52 
MAIN Main Street Capital Corporation
-0.06%
-$120 
VO Vanguard Mid-Cap ETF
-0.05%
-$322.48 
HOOD Robinhood Markets, Inc.
-0.05%
-$146.92 
V Visa Inc. Class A
-0.04%
-$7,620.22 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,835.06 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$226.62 
TGT Target Corporation
-0.01%
-$103.86 
UBER Uber Technologies, Inc.
-0.01%
-$91.01 Events
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Dividends
Dividend Analysis
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| Trades 3265 | Longs Won 2151/3265 65% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $744,290.38 |
| Average Win $220,347.97 | Best Trade (Aug 18) $19.32M | Sharpe Ratio -9.82 |
| Average Loss -$60,532.55 | Worst Trade (Mar 31) -$4.36M | Z-Score 15.29 (100%) |
| Commissions $0 | Avg. Trade Length 7m 4w | Expectancy $124,513.08 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 5,361 | $652,780.77 | $741,801.57 | - | $89,020.8 | 13.64% | -0.245% |
| AAPL Apple Inc. | 240,977 | $56.32M | $74.44M | - | $18.12M | 32.18% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 687 | $66,151 | $76,064.64 | - | $9,913.64 | 14.99% | +0.801% |
| ABBV AbbVie Inc. | 28,533 | $6.26M | $7.16M | - | $902,159.51 | 14.42% | -2.513% |
| ABNB Airbnb, Inc. | 1,607 | $229,962 | $243,492.64 | - | $13,530.64 | 5.88% | -0.368% |
| ABT Abbott Laboratories | 42,229 | $5.6M | $4.46M | - | -$1.14M | -20.33% | +0.085% |
| ACN Accenture plc Class A | 4,932 | $1.27M | $818,317.44 | - | -$452,677.04 | -35.62% | +1.611% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,601 | $461,710.31 | $572,732.48 | - | $111,022.17 | 24.05% | -0.328% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 116 | $7,943 | $8,729 | - | $786 | 9.9% | -0.172% |
| ADBE Adobe Inc. | 1,956 | $597,618.59 | $489,801.96 | - | -$107,816.63 | -18.04% | +1.013% |
| ADI Analog Devices, Inc. | 2,702 | $721,460.15 | $992,741.82 | - | $271,281.67 | 37.6% | +0.202% |
| ADP Automatic Data Processing Inc. | 14,596 | $3.64M | $3.89M | - | $249,691.73 | 6.86% | +0.982% |
| ADX Adams Diversified Equity Fund, Inc. | 25,976 | $509,690.88 | $662,907.52 | - | $153,216.64 | 30.06% | +1.27% |
| AEE Ameren Corporation | 5,871 | $636,189.69 | $643,520.31 | - | $7,330.62 | 1.15% | +0.791% |
| AEM Agnico Eagle Mines Limited | 1,650 | $279,725 | $239,695.5 | - | -$40,029.5 | -14.31% | -3.635% |
| AEP American Electric Power Company, Inc. | 4,548 | $528,919.3 | $581,461.8 | - | $52,542.5 | 9.93% | +0.055% |
| AFL Aflac Inc. | 90,451 | $8.52M | $11.53M | - | $3.01M | 35.29% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 10,407 | $1.03M | $1.01M | - | -$19,773.32 | -1.91% | -0.256% |
| AIG American International Group Inc. | 3,015 | $224,744 | $236,918.7 | - | $12,174.7 | 5.42% | -0.393% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 990 | $131,918 | $115,879.5 | - | -$16,038.5 | -12.16% | +1.588% |
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Option values are updated at end of day.
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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 Benjamin Carter?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $7.99M, Lam Research Corporation - $3.49M, iShares Core MSCI EAFE ETF - $3.44M, KLA Corporation - $3.34M, and State Street Technology Select Sector SPDR ETF - $2.41M. 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: Intuit Inc - $6.58M, Blue Owl Capital Inc - $4.78M, Lennar Corporation - $2.27M, Nucor Corporation - $1.55M, and Zoetis Inc - $1.39M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Benjamin Carter's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.2M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $3.45M, Vanguard S&P 500 ETF - $2.17M, Plains GP Holdings, L.P - $1.76M, Energy Transfer L.P - $1.66M, and Blue Owl Capital Inc - $1.63M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Benjamin Carter's monthly returns?
Benjamin Carter's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Benjamin Carter's strategy be considered aggressive or moderate?
Benjamin Carter's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Benjamin Carter's strategy?
Benjamin Carter's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
