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:
97.17%
Gain +0.11%
Monthly
2.05%
Yearly
27.56%
Drawdown
22.36%
$1.94B
Equity
Holdings
$1.94B
Investment
$1.57B
$410.02M
Profit +$1.88M
Realized
$35.08M
Unrealized
$374.95M
Dividends
$42.17M
Goals
Avg. 61.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$1.88M
Win %
71%
This Week
Compared To Last Week
Gain
-0.34%
Profit
-$6.64M
Win %
71%
This Month
Compared to last month
Gain
1.8%
Profit
$34.23M
Win %
71%
This Year
Compared to last year
Gain
1.13%
Profit
$25.91M
Win %
66%
KGC Kinross Gold Corporation
+7.24%
+$24,150 
THO Thor Industries Inc.
+6.89%
+$28,994.79 
PPTA Perpetua Resources Corp.
+6.53%
+$11,350 
APP AppLovin Corporation Class A Common Stock
+6.52%
+$18,707.41 
INTU Intuit Inc.
+6.36%
+$58,242.99 
COIN Coinbase Global, Inc.
+6.32%
+$11,717.16 
NOW ServiceNow, Inc.
+6.14%
+$122,235.84 
AEM Agnico Eagle Mines Limited
+5.96%
+$17,724 
IT Gartner Inc.
+5.89%
+$18,625.56 
LEN Lennar Corporation
+5.66%
+$28,146.56 
WCN Waste Connections Inc.
+5.54%
+$16,623.95 
AJG Arthur J. Gallagher & Co.
+5.51%
+$12,237.23 
LEN-B Lennar Corporation
+5.49%
+$5,884 
CTSH Cognizant Technology Solutions Corporation
+5.28%
+$19,245.6 
VEEV Veeva Systems Inc.
+5.27%
+$14,911.68 
NKE Nike, Inc. - Class B
+5.21%
+$17,995.2 
EBAY eBay Inc.
+5.16%
+$19,476.9 
AZO AutoZone Inc.
+5.08%
+$10,656.01 
DASH DoorDash, Inc.
+4.91%
+$13,984.88 
KMB Kimberly-Clark Corporation
+4.69%
+$26,184.54 
NXPI NXP Semiconductors N.V.
+4.65%
+$14,743.61 
ACN Accenture plc Class A
+4.63%
+$58,425.36 
CVNA Carvana Co.
+4.59%
+$10,892.7 
CRM Salesforce Inc
+4.57%
+$60,769.34 
HLT Hilton Worldwide Holdings Inc.
+4.57%
+$62,152.06 
ADBE Adobe Inc.
+4.57%
+$28,365.16 
MRSH Marsh & McLennan Companies, Inc.
+4.56%
+$32,641.36 
MAS Masco Corporation
+4.52%
+$47,203.62 
MCO Moody's Corporation
+4.52%
+$21,129.2 
MRNA Moderna, Inc.
+4.51%
+$24,439.2 
AGI Alamos Gold Inc.
+4.48%
+$13,776.72 
VTRS Viatris Inc.
+4.47%
+$9,161.1 
DHI D.R. Horton, Inc.
+4.42%
+$10,809.39 
VMC Vulcan Materials Company
+4.4%
+$15,392.23 
BLK BlackRock, Inc.
+4.38%
+$489,166.21 
GDX VanEck Gold Miners ETF
+4.34%
+$14,479.99 
ABNB Airbnb, Inc.
+4.32%
+$19,688.94 
HD The Home Depot, Inc.
+4.31%
+$437,084.21 
MLM Martin Marietta Materials, Inc.
+4.27%
+$8,917.59 
WDAY Workday Inc.
+4.16%
+$20,970.48 
ZTS Zoetis Inc.
+4.16%
+$23,944.5 
SYK Stryker Corporation
+4.12%
+$361,082.92 
HONA Honeywell Aerospace Inc.
+4.07%
+$12,338.92 
TTWO Take-Two Interactive Software, Inc.
+4.05%
+$10,415.7 
SPGI S&P Global Inc.
+3.98%
+$396,970.56 
LOW Lowe's Companies Inc.
+3.94%
+$12,715.56 
WM Waste Management, Inc.
+3.91%
+$22,956.8 
SBUX Starbucks Corporation
+3.89%
+$160,710.99 
SHW The Sherwin-Williams Company
+3.81%
+$27,347.44 
GDDY Godaddy Inc.
+3.8%
+$9,840.72 
NEM Newmont Corporation
+3.79%
+$32,410.26 
VRSK Verisk Analytics Inc.
+3.74%
+$9,038.25 
MAR Marriott International Inc. - Class A
+3.74%
+$59,976.98 
KVUE Kenvue Inc.
+3.67%
+$7,929.9 
NVR NVR, Inc.
+3.62%
+$7,269.85 
LLY Eli Lilly and Company
+3.55%
+$1.23M 
SIL Global X Silver Miners UCITS ETF USD Accumulating
+3.48%
+$12,465 
BR Broadridge Financial Solutions, Inc.
+3.48%
+$20,141.55 
TMO Thermo Fisher Scientific Inc.
+3.46%
+$72,757.93 
IQV IQVIA Holdings Inc.
+3.45%
+$13,192.84 
IDXX IDEXX Laboratories, Inc.
+3.44%
+$11,901.34 
SLV iShares Silver Trust
+3.38%
+$10,387 
QCOM QUALCOMM Incorporated
+3.35%
+$35,818.6 
SHOP Shopify Inc.
+3.27%
+$10,749.84 
SYF Synchrony Financial
+3.23%
+$13,787.77 
BNY BlackRock New York Municipal Income Trust
+3.23%
+$30,177.08 
KDP Keurig Dr Pepper Inc.
+3.2%
+$9,975.66 
CI The Cigna Group
+3.19%
+$311,475.58 
BKNG Booking Holdings Inc.
+3.19%
+$29,813.76 
TRMB Trimble Inc.
+3.16%
+$8,113.93 
XHB SPDR S&P Homebuilders ETF
+3.13%
+$10,510.92 
CASY Casey's General Stores Inc.
+3.06%
+$10,530.52 
MGA Magna International Inc.
+3.04%
+$14,251.16 
DG Dollar General Corporation
+3.04%
+$12,308.2 
DHR Danaher Corporation
+3.03%
+$30,944.64 
ORCL Oracle Corporation
+3%
+$59,932.88 
PJT PJT Partners Inc.
+2.98%
+$6,091.24 
BFAM Bright Horizons Family Solutions Inc.
+2.94%
+$7,316.4 
NFLX Netflix, Inc.
+2.89%
+$92,922 
HOOD Robinhood Markets, Inc.
+2.88%
+$15,588.87 
UBER Uber Technologies, Inc.
+2.86%
+$20,013.84 
YUM Yum! Brands, Inc.
+2.82%
+$6,706.8 
BX Blackstone Inc.
+2.81%
+$193,707.15 
UNH UnitedHealth Group Incorporated
+2.79%
+$238,945.42 
IBM International Business Machines Corporation
+2.74%
+$26,164.32 
ROP Roper Technologies Inc.
+2.62%
+$25,200.35 
MSCI MSCI Inc.
+2.6%
+$15,123.69 
BDX Becton, Dickinson and Company
+2.58%
+$15,282.03 
MNST Monster Beverage Corporation
+2.53%
+$13,910.4 
EWL iShares MSCI Switzerland ETF
+2.5%
+$430.35 
GILD Gilead Sciences Inc.
+2.49%
+$61,904.29 
OBDC Blue Owl Capital Corporation
+2.48%
+$7,857.25 
IHI iShares U.S. Medical Devices ETF
+2.47%
+$10,614.49 
DGX Quest Diagnostics Inc.
+2.45%
+$8,940.34 
CVS CVS Health Corporation
+2.42%
+$18,742.02 
CAH Cardinal Health Inc.
+2.41%
+$7,259.53 
GIS General Mills, Inc.
+2.4%
+$17,424.33 
NVS Novartis AG Sponsored ADR
+2.38%
+$10,545.5 
UAL United Airlines Holdings, Inc.
+2.37%
+$6,704.55 
KKR KKR & Co. Inc.
+2.37%
+$5,968.2 
BTI British American Tobacco p.l.c. ADR
+2.37%
+$67,454.26 
SPG Simon Property Group, Inc.
+2.36%
+$24,538.08 
COF Capital One Financial Corporation
+2.32%
+$46,195.93 
RSG Republic Services, Inc.
+2.32%
+$6,064.43 
REGN Regeneron Pharmaceuticals, Inc.
+2.31%
+$6,293.01 
WFC Wells Fargo & Company
+2.29%
+$34,169.5 
ABT Abbott Laboratories
+2.29%
+$98,979.66 
MCK McKesson Corporation
+2.26%
+$31,449.76 
AXP American Express Company
+2.25%
+$41,852.16 
IBKR Interactive Brokers Group Inc.
+2.25%
+$5,815.53 
WST West Pharmaceutical Services, Inc.
+2.23%
+$5,130.8 
NWSA News Corporation
+2.23%
+$572.88 
PAYX Paychex Inc.
+2.22%
+$29,406.82 
TDG TransDigm Group Inc.
+2.21%
+$8,662.38 
BA Boeing Company
+2.2%
+$42,698.37 
TFC Truist Financial Corporation
+2.19%
+$11,851 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+2.19%
+$12,041.44 
BMY Bristol-Myers Squibb Company
+2.18%
+$17,127.33 
LYV Live Nation Entertainment, Inc.
+2.17%
+$7,306.95 
MA Mastercard Incorporated
+2.17%
+$259,638.2 
F Ford Motor Company
+2.16%
+$9,336.34 
DAL Delta Air Lines, Inc.
+2.15%
+$6,834.98 
UPS United Parcel Service, Inc.
+2.14%
+$11,836.7 
ICE Intercontinental Exchange, Inc.
+2.13%
+$28,376.7 
V Visa Inc. Class A
+2.13%
+$449,879.58 
CTAS Cintas Corporation
+2.12%
+$15,199.32 
ORLY O'Reilly Automotive Inc.
+2.09%
+$11,249.15 
RCL Royal Caribbean Group
+2.08%
+$7,689.31 
PCAR PACCAR Inc.
+2.07%
+$8,606.25 
UI Ubiquiti Inc.
+2.06%
+$4,442.88 
VRTX Vertex Pharmaceuticals Incorporated
+2.06%
+$16,625.5 
BWXT Bwx Technologies Inc.
+2.05%
+$4,330.44 
NLR VanEck Uranium and Nuclear ETF
+2.05%
+$1,746 
XBI SPDR S&P Biotech ETF
+2.05%
+$5,767.16 
OWL Blue Owl Capital Inc.
+2.05%
+$11,986.38 
USB U.S. Bancorp
+2.01%
+$8,375.56 
LMT Lockheed Martin Corporation
+1.99%
+$97,677.12 
MOAT VanEck Morningstar Wide Moat Fund
+1.99%
+$1,085 
GRMN Garmin Ltd.
+1.97%
+$235,427.5 
T AT&T Inc.
+1.95%
+$24,798.15 
EW Edwards Lifesciences Corporation
+1.91%
+$6,878.84 
ADP Automatic Data Processing Inc.
+1.9%
+$79,448.68 
BBCA JPMorgan BetaBuilders Canada ETF
+1.9%
+$1,212.04 
PYPL PayPal Holdings Inc
+1.89%
+$5,310.6 
NWS News Corporation
+1.88%
+$3,425.16 
MU Micron Technology, Inc.
+1.87%
+$153,870.14 
OTIS Otis Worldwide Corporation
+1.87%
+$8,461.11 
AMGN Amgen Inc.
+1.86%
+$87,832.79 
VHT Vanguard Health Care ETF
+1.86%
+$900 
XLV Health Care Select Sector SPDR Fund
+1.86%
+$6,001.34 
ROST Ross Stores, Inc.
+1.85%
+$11,293.26 
ISRG Intuitive Surgical, Inc.
+1.81%
+$45,156.06 
EWU iShares MSCI United Kingdom ETF
+1.81%
+$435.2 
EWC iShares MSCI Canada ETF
+1.81%
+$422.65 
VCR Vanguard Consumer Discretionary ETF
+1.8%
+$4,730.87 
XLB Materials Select Sector SPDR Fund
+1.79%
+$5,489.52 
GLD SPDR Gold Shares
+1.79%
+$26,765.72 
PPH VanEck Pharmaceutical ETF
+1.77%
+$3,960 
KRE SPDR S&P Regional Banking ETF
+1.76%
+$1,401.18 
MCD McDonald's Corporation
+1.76%
+$118,975.05 
WAT Waters Corporation
+1.73%
+$4,614.47 
NTRS Northern Trust Corporation
+1.72%
+$5,569.2 
XLY Consumer Discretionary Select Sector SPDR Fund
+1.71%
+$8,316.14 
RVTY Revvity Inc.
+1.7%
+$4,651.66 
NDAQ Nasdaq, Inc.
+1.68%
+$145,332.88 
HBAN Huntington Bancshares Incorporated
+1.66%
+$9,561.75 
IRM Iron Mountain Inc.
+1.64%
+$3,931.2 
IHE iShares U.S. Pharmaceuticals ETF
+1.64%
+$1,036.68 
GE General Electric Company
+1.62%
+$29,865.06 
DOW Dow Inc.
+1.61%
+$4,415.18 
TRV The Travelers Companies, Inc.
+1.61%
+$11,976.13 
VAW Vanguard Materials ETF
+1.61%
+$102.66 
PFG Principal Financial Group, Inc.
+1.58%
+$4,042.6 
COR Cencora, Inc.
+1.56%
+$7,058.28 
DIS The Walt Disney Company
+1.55%
+$23,644.79 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.54%
+$64.98 
WMT Walmart Inc.
+1.47%
+$98,608.86 
IJS iShares S&P Small-Cap 600 Value ETF
+1.47%
+$3,666 
FDX FedEx Corporation
+1.46%
+$12,192.15 
VB Vanguard Small-Cap ETF
+1.46%
+$2,207.8 
XLC Communication Services Select Sector SPDR Fund
+1.46%
+$3,580.2 
SYY Sysco Corporation
+1.46%
+$6,770.84 
MAIN Main Street Capital Corporation
+1.44%
+$3,080 
GS The Goldman Sachs Group, Inc.
+1.43%
+$26,325.82 
IWO iShares Russell 2000 Growth ETF
+1.41%
+$96.4 
CRL Charles River Laboratories International, Inc.
+1.4%
+$3,464.07 
APD Air Products and Chemicals, Inc.
+1.39%
+$61,074.57 
DLR Digital Realty Trust, Inc.
+1.38%
+$3,710.42 
XLF Financial Select Sector SPDR Fund
+1.38%
+$5,643 
CFG Citizens Financial Group, Inc.
+1.37%
+$7,306.56 
RSP Invesco S&P 500 Equal Weight ETF
+1.37%
+$12,547.92 
IWM iShares Russell 2000 ETF
+1.37%
+$9,898.25 
IWN iShares Russell 2000 Value ETF
+1.36%
+$240.55 
JBHT J.B. Hunt Transport Services, Inc.
+1.36%
+$4,142.25 
CME CME Group Inc.
+1.35%
+$98,065.55 
CARR Carrier Global Corporation
+1.33%
+$2,692.08 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$74,946.9 
TEL TE Connectivity plc
+1.3%
+$6,370.52 
MDT Medtronic plc
+1.29%
+$15,009.66 
CMI Cummins Inc.
+1.29%
+$9,633.68 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.26%
+$4,088.18 
SDY SPDR S&P Dividend ETF
+1.26%
+$4,750.1 
IWR iShares Russell Mid-Cap ETF
+1.25%
+$61,838.1 
URI United Rentals, Inc.
+1.23%
+$6,729.77 
TJX The TJX Companies, Inc.
+1.23%
+$175,749 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.22%
+$1,853 
VNQ Vanguard Real Estate ETF
+1.21%
+$90.47 
XLRE The Real Estate Select Sector SPDR Fund
+1.21%
+$815.5 
MTB M&T Bank Corporation
+1.2%
+$3,619.19 
VOX Vanguard Communication Services ETF
+1.2%
+$524.41 
SCHD Schwab U.S. Dividend Equity ETF
+1.16%
+$1,441.04 
PKG Packaging Corporation of America
+1.14%
+$3,432.2 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+1.1%
+$10,174 
AMT American Tower Corporation
+1.09%
+$3,073.28 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.09%
+$6,303.37 
BIIB Biogen Inc.
+1.08%
+$3,626.29 
ECL Ecolab Inc.
+1.08%
+$3,509.2 
MSFT Microsoft Corp.
+1.08%
+$768,608.25 
DIA SPDR Dow Jones Industrial Average ETF Trust
+1.08%
+$4,012.64 
WELL Welltower Inc.
+1.06%
+$11,261.88 
IJH iShares Core S&P Mid-Cap ETF
+1.05%
+$303,351.32 
MSI Motorola Solutions, Inc.
+1.03%
+$90,739.71 
KRP Kimbell Royalty Partners, LP
+1.01%
+$1,756 
VO Vanguard Mid-Cap ETF
+1.01%
+$6,530.22 
AWK American Water Works Company, Inc.
+1.01%
+$3,676.1 
MDY SPDR S&P MidCap 400 ETF Trust
+1%
+$7,011.75 
HWM Howmet Aerospace Inc.
+0.99%
+$7,292.16 
CPT Camden Property Trust
+0.98%
+$4,709.15 
MO Altria Group, Inc.
+0.97%
+$8,755.72 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.96%
+$6,910.02 
USMV iShares MSCI USA Min Vol Factor ETF
+0.94%
+$1,267.3 
VOE Vanguard Mid-Cap Value ETF
+0.92%
+$16.92 
EFV iShares MSCI EAFE Value ETF
+0.92%
+$7,315.92 
CP Canadian Pacific Kansas City Limited
+0.92%
+$7,339.1 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.9%
+$3,478.12 
EFA iShares MSCI EAFE ETF
+0.9%
+$15,441.28 
A Agilent Technologies Inc.
+0.89%
+$6,103.9 
VRSN Verisign Inc.
+0.89%
+$2,950.68 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.88%
+$5,130.24 
DVY iShares Select Dividend ETF
+0.86%
+$1,833.3 
TGT Target Corporation
+0.85%
+$4,761.24 
CSX CSX Corporation
+0.85%
+$5,731.39 
FCX Freeport-McMoRan Inc.
+0.85%
+$6,268.14 
VTV Vanguard Value ETF
+0.83%
+$4,015.02 
DGRO iShares Core Dividend Growth ETF
+0.82%
+$3,506.56 
BBAX JPMorgan BetaBuilders Developed Markets ETF
+0.8%
+$86.73 
IYM iShares U.S. Basic Materials ETF
+0.8%
+$296.64 
UNP Union Pacific Corporation
+0.8%
+$46,042.12 
NOC Northrop Grumman Corporation
+0.8%
+$6,394.62 
PFE Pfizer Inc.
+0.79%
+$8,996.68 
IEFA iShares Core MSCI EAFE ETF
+0.78%
+$591,918.75 
C Citigroup Inc.
+0.77%
+$18,283.94 
KEY KeyCorp
+0.76%
+$1,638.3 
IWD iShares Russell 1000 Value ETF
+0.76%
+$11,683.2 
CB Chubb Limited
+0.75%
+$11,051.08 
NEE NextEra Energy, Inc.
+0.75%
+$13,270.28 
MGV Vanguard Mega Cap Value ETF
+0.75%
+$5,011.06 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.74%
+$586.74 
MDLZ Mondelez International, Inc.
+0.73%
+$1,796.3 
GM General Motors Company
+0.73%
+$6,844.2 
VOOV Vanguard S&P 500 Value ETF
+0.72%
+$4,490.65 
XLP Consumer Staples Select Sector SPDR Fund
+0.72%
+$1,149.48 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.71%
+$127.65 
GD General Dynamics Corporation
+0.71%
+$6,100.38 
AME Ametek Inc.
+0.69%
+$5,159.57 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$13,041.6 
PAA Plains All American Pipeline, L.P.
+0.68%
+$10,419.47 
EMR Emerson Electric Co.
+0.66%
+$16,426.49 
VTR Ventas Inc.
+0.65%
+$2,710.4 
VDC VANGUARD CONSUMER STAPLES ETF
+0.65%
+$152 
HIG The Hartford Insurance Group, Inc.
+0.64%
+$3,176.45 
ITW Illinois Tool Works Inc.
+0.64%
+$4,556.28 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.63%
+$1,713.6 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.61%
+$4,397.35 
BAC Bank of America Corporation
+0.6%
+$16,317.16 
ABBV AbbVie Inc.
+0.59%
+$44,666.88 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$944.64 
PH Parker-Hannifin Corporation
+0.57%
+$77,811.9 
VIS Vanguard Industrials ETF
+0.56%
+$214.2 
MET MetLife Inc.
+0.55%
+$4,102.45 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.55%
+$4,390.74 
ADX Adams Diversified Equity Fund, Inc.
+0.55%
+$3,636.64 
FNDF Schwab Fundamental International Large Company Index ETF
+0.54%
+$1,814.53 
MMM 3M Company
+0.53%
+$3,380.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$96,217.92 
XLI Industrial Select Sector SPDR Fund
+0.51%
+$1,354.9 
CNC Centene Corporation
+0.51%
+$2,197.45 
MPWR Monolithic Power Systems, Inc.
+0.49%
+$2,569.96 
SCHF Schwab International Equity ETF
+0.48%
+$1,957.28 
GOOGL Alphabet Inc
+0.45%
+$166,786.38 
ASML ASML Holding N.V. New York Registry Shares
+0.45%
+$19,730.72 
QLC FlexShares US Quality Large Cap Fund
+0.45%
+$2,542.82 
WAB Wabtec Corporation
+0.44%
+$1,934.23 
STT State Street Corp
+0.42%
+$1,988.74 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$37,048.51 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$35.96 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$3,386.48 
VT Vanguard Total World Stock ETF
+0.41%
+$3,704.96 
TCBI Texas Capital Bancshares Inc.
+0.4%
+$3,700.44 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.39%
+$1,586.34 
DOV Dover Corporation
+0.39%
+$1,047.27 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.38%
+$41,548.44 
IWB iShares Russell 1000 ETF
+0.38%
+$44,974.68 
GOOG Alphabet Inc
+0.37%
+$92,381.94 
PG Procter & Gamble Co
+0.35%
+$63,613.23 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$1,867.56 
NSC Norfolk Southern Corporation
+0.34%
+$945.99 
CYH Community Health Systems, Inc.
+0.34%
+$1,000 
CINF Cincinnati Financial Corporation
+0.33%
+$1,004.85 
MS Morgan Stanley
+0.33%
+$9,989.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$0.26 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$197,849.36 
VOO Vanguard S&P 500 ETF
+0.28%
+$373,996.13 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.28%
+$371.25 
AMZN Amazon.com Inc
+0.27%
+$93,203.51 
IVV iShares Core S&P 500 ETF
+0.27%
+$23,353.4 
CF CF Industries Holdings, Inc.
+0.26%
+$611.94 
RTX RTX Corporation
+0.26%
+$15,420.96 
PAVE Global X U.S. Infrastructure Development ETF
+0.25%
+$318.5 
KO The Coca-Cola Company
+0.24%
+$50,256.58 
ED Consolidated Edison, Inc.
+0.24%
+$592.02 
PAGP Plains GP Holdings, L.P.
+0.22%
+$42,620.28 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$1,412.25 
HAL Halliburton Company
+0.18%
+$893.82 
MGC Vanguard Mega Cap ETF
+0.14%
+$120 
PGR Progressive Corporation
+0.14%
+$13,980.03 
LIN Linde plc
+0.11%
+$1,591.72 
OEF iShares S&P 100 ETF
+0.1%
+$638.42 
D Dominion Energy, Inc.
+0.1%
+$238.44 
ADI Analog Devices, Inc.
+0.09%
+$1,188.67 
ELV Elevance Health, Inc.
+0.08%
+$633.06 
RJF Raymond James Financial Inc.
+0.08%
+$293.76 
JPM JPMorgan Chase & Co.
+0.07%
+$20,292.5 
DE Deere & Company
+0.04%
+$1,706.24 
GWW W.W. Grainger, Inc.
+0.04%
+$3,780.97 
EQIX Equinix, Inc.
+0.04%
+$273.97 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$579.52 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$68.28 
NDSN Nordson Corporation
+0.02%
+$58.72 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$197.6 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.01%
+$60.65 
ATO Atmos Energy Corporation
+0.01%
+$20.39 
AZN AstraZeneca PLC American Depositary Shares
0%
-$0.04 
CRH CRH plc
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.01 
SAN Banco Santander S.A. Sponsored ADR
0%
$0 
SAP SAP SE Sponsored ADR
0%
+$0.01 
SPOT Spotify Technology S.A.
0%
+$0.01 
UBS UBS Group AG
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
AIRR First Trust RBA American Industrial Renaissance ETF
0%
$0 
COPX Global X Copper Miners ETF
0%
$0 
GSSC Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IYG iShares U.S. Financial Services ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
INFQ Infleqtion Inc.
0%
$0 OKE
OKE
0%
$0 
HPE Hewlett Packard Enterprise Company
-7.1%
-$30,692.48 
DELL Dell Technologies Inc.
-6.8%
-$96,988.29 
ANET Arista Networks, Inc.
-5.04%
-$86,257.44 
WMB The Williams Companies, Inc.
-4.92%
-$351,262.44 
TER Teradyne, Inc.
-4.51%
-$21,082.78 
KEYS Keysight Technologies, Inc.
-4.34%
-$47,847.7 
CTVA Corteva Inc.
-3.88%
-$1,476.8 
AMAT Applied Materials, Inc.
-3.72%
-$724,997.2 
DTM Dt Midstream Inc.
-3.67%
-$50,741.52 
VLO Valero Energy Corporation
-3.42%
-$23,265.6 
NTAP NetApp, Inc.
-3.37%
-$10,770 
CSCO Cisco Systems, Inc.
-3.33%
-$126,347.23 
LRCX Lam Research Corporation
-3.3%
-$788,955.37 
SNX TD Synnex Corporation
-3.27%
-$14,369.54 
STX Seagate Technology Holdings plc
-3.19%
-$44,232.58 
JCI Johnson Controls International plc
-3.15%
-$24,290.5 
FAST Fastenal Co.
-3.12%
-$11,200.68 
TT Trane Technologies plc
-2.96%
-$350,297.96 
TRGP Targa Resources Corp.
-2.87%
-$71,946.25 
INTC Intel Corporation
-2.8%
-$131,430.75 
PWR Quanta Services Inc.
-2.77%
-$22,991.57 
PM Philip Morris International Inc.
-2.76%
-$333,070.11 
SCHW Charles Schwab Corporation
-2.73%
-$24,852.96 
PSX Phillips 66
-2.72%
-$14,909.85 
PLD Prologis Inc.
-2.7%
-$170,065.28 
SNPS Synopsys, Inc.
-2.46%
-$13,132.03 
KLAC KLA Corporation
-2.43%
-$491,022.52 
DAR Darling Ingredients Inc.
-2.42%
-$11,380.87 
TRP TC Energy Corporation
-2.4%
-$34,493.55 
EWZ iShares MSCI Brazil ETF
-2.39%
-$1,213.8 
CLOV Clover Health Investments, Corp.
-2.3%
-$24,200 
WDC Western Digital Corporation
-2.1%
-$21,657.12 
CRWD CrowdStrike Holdings, Inc.
-1.89%
-$56,210.36 
LBTYK Liberty Global plc
-1.87%
-$6,476.55 
NVDA NVIDIA Corporation
-1.84%
-$1.36M 
ET Energy Transfer L.P.
-1.83%
-$278,325.84 
ARW Arrow Electronics Inc.
-1.82%
-$6,229.07 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
-1.8%
-$107,353 
CAT Caterpillar Inc.
-1.78%
-$493,179.43 
OXY-WT Occidental Petroleum Corporation
-1.78%
-$612.5 
BKR Baker Hughes Company
-1.75%
-$5,118.69 
GLW Corning Incorporated
-1.75%
-$8,922.46 
LB LandBridge Company LLC
-1.71%
-$4,230 
MPC Marathon Petroleum Corporation
-1.65%
-$554,191.31 
MRVL Marvell Technology, Inc.
-1.65%
-$15,008.56 
GEV GE Vernova Inc.
-1.63%
-$29,728.92 
CEG Constellation Energy Corporation
-1.62%
-$7,668.06 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-1.6%
-$324 
LBTYA Liberty Global Plc
-1.59%
-$496.21 
KMI Kinder Morgan, Inc.
-1.59%
-$63,826.84 
XLE Energy Select Sector SPDR Fund
-1.58%
-$463.31 
ETN Eaton Corporation plc
-1.56%
-$85,096.7 
CDNS Cadence Design Systems, Inc.
-1.54%
-$7,838.44 
WES Western Midstream Partners, LP
-1.52%
-$23,393.36 
AMD Advanced Micro Devices, Inc.
-1.5%
-$124,168.74 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-1.49%
-$1,041.35 
MRK Merck & Co., Inc.
-1.48%
-$67,693.36 
AEP American Electric Power Company, Inc.
-1.46%
-$11,014.24 
APH Amphenol Corporation
-1.45%
-$273,840 
APO Apollo Global Management, Inc.
-1.34%
-$3,204.16 
XOM Exxon Mobil Corporation
-1.32%
-$718,388.68 
TSLA Tesla, Inc.
-1.29%
-$98,562.83 
PANW Palo Alto Networks, Inc.
-1.27%
-$37,449.35 
CVX Chevron Corporation
-1.23%
-$913,127.84 
OXY Occidental Petroleum Corporation
-1.21%
-$7,921.7 
FTNT Fortinet Inc.
-1.16%
-$17,676.4 
DDOG Datadog, Inc. Class A Common Stock
-1.14%
-$8,439.2 
IXC iShares Global Energy ETF
-1.14%
-$3,132.52 
MTUM iShares MSCI USA Momentum Factor ETF
-1.09%
-$360.18 
NFG National Fuel Gas Company
-1.03%
-$6,292.68 
EOG EOG Resources, Inc.
-1.02%
-$165,289.6 
OGE Oge Energy Corp.
-0.97%
-$2,760.01 
FANG Diamondback Energy Inc
-0.97%
-$3,304.28 
NUE Nucor Corporation
-0.94%
-$2,163.48 
GFR Greenfire Resources Ltd.
-0.92%
-$2,985 
STLD Steel Dynamics Inc.
-0.89%
-$2,226.97 
FTXL First Trust Nasdaq Semiconductor ETF
-0.85%
-$900.29 
ADM Archer-Daniels-Midland Co
-0.85%
-$2,498.49 
EEMA iShares MSCI Emerging Markets Asia ETF
-0.83%
-$19.53 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.81%
-$392.8 
AAXJ iShares MSCI All Country Asia ex Japan ETF
-0.79%
-$604.56 
AEE Ameren Corporation
-0.78%
-$3,611.28 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$38,823.68 
SPMO Invesco S&P 500 Momentum ETF
-0.69%
-$6,845.07 
PEP PepsiCo, Inc.
-0.69%
-$38,261.99 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$11,123.67 
WEC WEC Energy Group Inc.
-0.67%
-$1,519.4 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$15,967.48 
DUK Duke Energy Corporation
-0.64%
-$32,895.08 
EPD Enterprise Products Partners L.P.
-0.62%
-$97,794.64 
SNDK SanDisk Corporation
-0.61%
-$8,169.64 
KR Kroger Co.
-0.6%
-$1,989.3 
MPLX MPLX LP
-0.59%
-$51,453.22 
EQT EQT Corporation
-0.57%
-$1,276.8 
AVGO Broadcom Inc.
-0.56%
-$153,493.28 
TXN Texas Instruments Inc
-0.55%
-$51,613.02 
ETR Entergy Corporation
-0.52%
-$58,282.2 
TMUS T-Mobile US, Inc.
-0.48%
-$1,751.8 
BBJP JPMorgan BetaBuilders Japan Fund
-0.45%
-$1,933.77 
DMLP Dorchester Minerals, L.P.
-0.43%
-$109,489.25 
COP ConocoPhillips
-0.43%
-$23,079.35 
EWJ iShares MSCI Japan ETF
-0.43%
-$305.04 
MDXG MiMedx Group, Inc.
-0.43%
-$3,334 
HCA HCA Healthcare Inc.
-0.41%
-$1,208.62 
VGT Vanguard Information Technology ETF
-0.41%
-$60.6 
COST Costco Wholesale Corporation
-0.41%
-$68,556.01 
FTK Flotek Industries Inc.
-0.4%
-$2,942.9 
PNC The PNC Financial Services Group, Inc.
-0.4%
-$1,626.26 
ROK Rockwell Automation, Inc.
-0.33%
-$1,038.33 
IYW iShares U.S. Technology ETF
-0.32%
-$258.72 
APA APA Corporation
-0.3%
-$706.3 
SLB Schlumberger Limited
-0.29%
-$1,601.46 
L Loews Corporation
-0.28%
-$2,092.81 
AAPL Apple Inc.
-0.28%
-$243,504.96 
BSM Black Stone Minerals, L.P.
-0.27%
-$400 
PTC PTC Inc.
-0.25%
-$946.7 
JNJ Johnson & Johnson
-0.25%
-$37,605.96 
PLTR Palantir Technologies Inc.
-0.23%
-$8,802.16 
SO The Southern Company
-0.22%
-$1,829 
LNG Cheniere Energy Inc.
-0.19%
-$3,540.31 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$2,416.92 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$2,315.2 
XLU Utilities Select Sector SPDR Fund
-0.17%
-$203.7 
RBC RBC Bearings Incorporated
-0.16%
-$694.98 
AFL Aflac Inc.
-0.14%
-$14,959.88 
QQQ Invesco QQQ Trust, Series 1
-0.13%
-$2,602.05 
CL Colgate-Palmolive Company
-0.12%
-$2,063.05 
META Meta Platforms Inc Class A
-0.11%
-$29,054.48 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.11%
-$4,653.6 
VUG Vanguard Growth ETF
-0.1%
-$739.62 
HESM Hess Midstream LP
-0.1%
-$209.01 
SRE Sempra
-0.07%
-$210.78 
BRK-B Berkshire Hathaway Inc.
-0.06%
-$3,573.67 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.05%
-$1,713.36 
VZ Verizon Communications Inc.
-0.04%
-$563.3 
VOOG Vanguard S&P 500 Growth ETF
-0.04%
-$260.46 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$568.74 
J Jacobs Solutions Inc.
-0.02%
-$46.29 
IUSG iShares Core S&P U.S. Growth ETF
-0.02%
-$49.36 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.02%
-$249 
IMTM iShares MSCI International Momentum Factor ETF
-0.02%
-$6.5 Events
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Dividends
Dividend Analysis
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| Trades 3669 | Longs Won 2338/3669 63% | Profit Factor 6.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $723,986.26 |
| Average Win $207,887.91 | Best Trade (Sep 30) $15.46M | Sharpe Ratio -8.9 |
| Average Loss -$57,114.41 | Worst Trade (Mar 31) -$4.36M | Z-Score 12.72 (100%) |
| Commissions $0 | Avg. Trade Length 8m 1w 3d | Expectancy $111,753.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,938 | $490,587.26 | $691,315.9 | - | $200,728.64 | 40.92% | +0.891% |
| AAPL Apple Inc. | 253,651 | $60.54M | $86.75M | - | $26.21M | 43.3% | -0.28% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 687 | $66,151 | $75,817.32 | - | $9,666.32 | 14.61% | -0.791% |
| ABBV AbbVie Inc. | 27,071 | $5.99M | $7.67M | - | $1.69M | 28.15% | +0.586% |
| ABNB Airbnb, Inc. | 2,727 | $409,890.18 | $475,261.56 | - | $65,371.38 | 15.95% | +4.322% |
| ABT Abbott Laboratories | 42,299 | $5.61M | $4.43M | - | -$1.18M | -21.06% | +2.286% |
| ACN Accenture plc Class A | 5,866 | $1.44M | $1.32M | - | -$122,881.28 | -8.52% | +4.633% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 4,601 | $461,710.31 | $585,431.24 | - | $123,720.93 | 26.8% | +1.088% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 116 | $7,943 | $8,658.24 | - | $715.24 | 9% | +0.417% |
| ADBE Adobe Inc. | 2,581 | $747,581.06 | $649,560.27 | - | -$98,020.79 | -13.11% | +4.566% |
| ADI Analog Devices, Inc. | 3,128 | $890,458.62 | $1.26M | - | $373,097.01 | 41.9% | +0.094% |
| ADM Archer-Daniels-Midland Co | 3,519 | $279,325 | $291,830.67 | - | $12,505.67 | 4.48% | -0.849% |
| ADP Automatic Data Processing Inc. | 14,906 | $3.72M | $4.26M | - | $538,341.88 | 14.47% | +1.901% |
| ADX Adams Diversified Equity Fund, Inc. | 25,976 | $509,690.88 | $669,921.04 | - | $160,230.16 | 31.44% | +0.546% |
| AEE Ameren Corporation | 4,404 | $483,064.42 | $456,959.04 | - | -$26,105.38 | -5.4% | -0.784% |
| AEM Agnico Eagle Mines Limited | 1,680 | $285,223.11 | $315,100.8 | - | $29,877.69 | 10.48% | +5.96% |
| AEP American Electric Power Company, Inc. | 5,986 | $699,518.09 | $743,999.94 | - | $44,481.85 | 6.36% | -1.459% |
| AFL Aflac Inc. | 93,501 | $8.86M | $11.04M | - | $2.17M | 24.52% | -0.135% |
| AGI Alamos Gold Inc. | 10,056 | $325,714 | $321,590.88 | - | -$4,123.12 | -1.27% | +4.476% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 990 | $131,918 | $98,534.7 | - | -$33,383.3 | -25.31% | 0.0 |
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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: Amphenol Corporation - $15.86M, Vanguard S&P 500 ETF - $8.32M, SPDR S&P 500 ETF Trust - $5.16M, Lam Research Corporation - $4.21M, and iShares Core MSCI EAFE ETF - $3.44M. 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 - $6.69M, Blue Owl Capital Inc - $5.66M, Lennar Corporation - $2.26M, McDonald's Corporation - $1.67M, and Nucor Corporation - $1.55M. 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 $42.17M earned over time. The largest contributors to dividend income include iShares Core MSCI EAFE ETF - $3.45M, Vanguard S&P 500 ETF - $2.5M, 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.
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