BS
Benjamin Schmitt Portfolio
Invests via Finward Bancorp | Managed by Jill Washington
Invests via Finward Bancorp
Managed by Jill Washington
Automatically Tracked
Benjamin Schmitt Profile
With a robust background in venture capital and technology entrepreneurship, Benjamin Schmitt has established himself as a prominent investor-operator. He has been instrumental in launching several innovative startups that leverage cutting-edge technologies to solve pressing industry challenges. His leadership extends beyond founding ventures; he actively mentors emerging leaders within the tech ecosystem, emphasizing sustainable growth and impactful innovation. Schmitt's ability to navigate the complexities of market dynamics allows him to identify unique investment opportunities that drive both financial returns and strategic advancement in his sectors of interest.
With a robust background in venture capital and technology entrepreneurship, Benjamin Schmitt has established himself as a prominent investor-operator. He has been instrumental in launching several innovative startups that leverage cutting-edge technologies to solve pressing industry challenges. His leadership extends beyond founding ventures; he actively mentors emerging leaders within the tech ecosystem, emphasizing sustainable growth and impactful innovation. Schmitt's ability to navigate the complexities of market dynamics allows him to identify unique investment opportunities that drive both financial returns and strategic advancement in his sectors of interest.
Investment Philosophy & Strategy
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:
27.41%
Gain +0.54%
Monthly
1.13%
Yearly
14.5%
Drawdown
18.17%
$136.27M
Equity
Holdings
$136.27M
Investment
$109.29M
$31.13M
Profit +$764,401.98
Realized
$4.14M
Unrealized
$26.98M
Dividends
$3.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.54%
Profit
$764,401.98
Win %
79%
This Week
Compared To Last Week
Gain
0.08%
Profit
$102,660.92
Win %
79%
This Month
Compared to last month
Gain
1.66%
Profit
$2.22M
Win %
79%
This Year
Compared to last year
Gain
3.34%
Profit
$4.42M
Win %
79%
LLY Eli Lilly and Company
+4.71%
+$25,322.73 
MAR Marriott International Inc. - Class A
+4.46%
+$18,763.28 
HD The Home Depot, Inc.
+3.85%
+$19,942.82 
QCOM QUALCOMM Incorporated
+3.4%
+$11,622.6 
AZN AstraZeneca PLC American Depositary Shares
+3.27%
+$8,204.4 
V Visa Inc. Class A
+2.87%
+$28,406.25 
BMY Bristol-Myers Squibb Company
+2.82%
+$6,170.65 
PAYX Paychex Inc.
+2.72%
+$9,848.08 
WPM Wheaton Precious Metals Corp.
+2.7%
+$39,900 
IBM International Business Machines Corporation
+2.48%
+$5,085 
VHT Vanguard Health Care ETF
+2.27%
+$14,459.55 
ABT Abbott Laboratories
+1.89%
+$10,629.45 
LMT Lockheed Martin Corporation
+1.85%
+$4,150.57 
DLTR Dollar Tree, Inc.
+1.82%
+$3,840.6 
UPS United Parcel Service, Inc.
+1.76%
+$6,033.3 
MCD McDonald's Corporation
+1.7%
+$16,172.12 
WMT Walmart Inc.
+1.66%
+$7,813.57 
MDT Medtronic plc
+1.65%
+$8,680 
FNWD Finward Bancorp
+1.64%
+$88,825.63 
SPGP Invesco S&P 500 GARP ETF
+1.6%
+$38,588.55 
T AT&T Inc.
+1.56%
+$6,677.28 
XLF Financial Select Sector SPDR Fund
+1.52%
+$8,342.33 
QQQJ Invesco NASDAQ Next Gen 100 ETF
+1.47%
+$3,325.56 
GLD SPDR Gold Shares
+1.46%
+$12,165.6 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.43%
+$4,696.04 
PFE Pfizer Inc.
+1.4%
+$4,678.92 
ABBV AbbVie Inc.
+1.37%
+$24,880.92 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.35%
+$24,240.24 
VB Vanguard Small-Cap ETF
+1.29%
+$8,051.93 
MSFT Microsoft Corp.
+1.28%
+$115,312.9 
GS The Goldman Sachs Group, Inc.
+1.24%
+$2,655.99 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.24%
+$17,286.04 
IJR iShares Core S&P Small-Cap ETF
+1.15%
+$16,495.21 
VBK Vanguard Small-Cap Growth ETF
+1.11%
+$6,065.56 
FVD First Trust Value Line Dividend Index Fund
+1.06%
+$22,944.79 
VNQ Vanguard Real Estate ETF
+0.99%
+$2,266.14 
TRV The Travelers Companies, Inc.
+0.98%
+$7,379.98 
VIG Vanguard Dividend Appreciation ETF
+0.96%
+$33,302.4 
CSX CSX Corporation
+0.95%
+$2,778.55 
VOT Vanguard Mid-Cap Growth ETF
+0.92%
+$9,491.48 
CMG Chipotle Mexican Grill, Inc.
+0.9%
+$2,062.5 
IJH iShares Core S&P Mid-Cap ETF
+0.87%
+$19,552.68 
MO Altria Group, Inc.
+0.85%
+$2,856.34 
EFA iShares MSCI EAFE ETF
+0.85%
+$5,400.09 
VTV Vanguard Value ETF
+0.81%
+$13,050.16 
VOE Vanguard Mid-Cap Value ETF
+0.81%
+$3,217.68 
MGV Vanguard Mega Cap Value ETF
+0.76%
+$16,943.75 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.75%
+$5,949.28 
DE Deere & Company
+0.71%
+$1,670.76 
CWB SPDR Bloomberg Convertible Securities ETF
+0.66%
+$44,217.81 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$4,210.81 
BND Vanguard Total Bond Market Index Fund
+0.6%
+$1,754.4 
WELL Welltower Inc.
+0.6%
+$6,861.04 
VYM Vanguard High Dividend Yield ETF
+0.54%
+$8,563.88 
AMZN Amazon.com Inc
+0.54%
+$7,089.68 
GOOGL Alphabet Inc
+0.51%
+$4,179.42 
TIP iShares TIPS Bond ETF
+0.49%
+$946.56 
SKOR FlexShares Credit-Scored U.S. Bond Index Fund
+0.45%
+$37,186.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.45%
+$1,412.88 
NOC Northrop Grumman Corporation
+0.43%
+$1,177 
BRK-B Berkshire Hathaway Inc.
+0.41%
+$2,566.08 
VRP Invesco Variable Rate Preferred ETF
+0.38%
+$985.05 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$2,115.8 
VOO Vanguard S&P 500 ETF
+0.35%
+$30,934.63 
KO The Coca-Cola Company
+0.34%
+$4,657.9 
LIN Linde plc
+0.34%
+$868.55 
EMR Emerson Electric Co.
+0.32%
+$1,050.6 
XLI Industrial Select Sector SPDR Fund
+0.29%
+$2,218.75 
PG Procter & Gamble Co
+0.27%
+$3,142.86 
KEEL Keel Infrastructure Corp.
+0.2%
+$67.42 
PEP PepsiCo, Inc.
+0.19%
+$792.25 
META Meta Platforms Inc Class A
+0.17%
+$1,276.27 
VZ Verizon Communications Inc.
+0.17%
+$958.35 
COST Costco Wholesale Corporation
+0.15%
+$418.35 
VUG Vanguard Growth ETF
+0.02%
+$1,422.64 
JNJ Johnson & Johnson
+0.01%
+$315.09 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
DTM Dt Midstream Inc.
-3.62%
-$9,745.1 
CSCO Cisco Systems, Inc.
-3.44%
-$8,441.69 
LRCX Lam Research Corporation
-3.31%
-$4,460.3 
PM Philip Morris International Inc.
-2.8%
-$14,088.96 
INTC Intel Corporation
-2.4%
-$18,456.9 
XOM Exxon Mobil Corporation
-1.56%
-$17,462.52 
CVX Chevron Corporation
-1.49%
-$5,309.7 
NVDA NVIDIA Corporation
-1.39%
-$7,865.85 
AEP American Electric Power Company, Inc.
-1.39%
-$7,563.5 
AMD Advanced Micro Devices, Inc.
-1.28%
-$3,569.66 
KWR Quaker Chemical Corporation
-1.25%
-$4,088.7 
ETR Entergy Corporation
-0.91%
-$8,037 
XLK State Street Technology Select Sector SPDR ETF
-0.75%
-$17,015.45 
BP BP p.l.c. Sponsored ADR
-0.57%
-$4,042.64 
VGT Vanguard Information Technology ETF
-0.54%
-$15,045.36 
WEC WEC Energy Group Inc.
-0.41%
-$801.71 
DUK Duke Energy Corporation
-0.33%
-$2,357.6 
EXC Exelon Corporation
-0.29%
-$1,212.12 
ELV Elevance Health, Inc.
-0.26%
-$1,204.87 
DTE DTE Energy Company
-0.19%
-$1,470 
SO The Southern Company
-0.18%
-$1,053.76 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$591 
IMTM iShares MSCI International Momentum Factor ETF
-0.15%
-$1,072.56 
QQQ Invesco QQQ Trust, Series 1
-0.15%
-$8,599.88 
XLU Utilities Select Sector SPDR Fund
-0.14%
-$1,344.66 
JPM JPMorgan Chase & Co.
-0.06%
-$1,411.05 
AAPL Apple Inc.
-0.06%
-$3,743.28 
MGK Vanguard Mega Cap Growth ETF
-0.06%
-$1,751.53 
NI NiSource Inc.
-0.02%
-$281.33 Events
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Dividends
Dividend Analysis
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| Trades 492 | Longs Won 381/492 77% | Profit Factor 10.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,744.76 |
| Average Win $90,156.97 | Best Trade (Oct 15) $2M | Sharpe Ratio -476.34 |
| Average Loss -$29,017.78 | Worst Trade (Jun 29) -$628,673 | Z-Score 9.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2d | Expectancy $63,269.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,695 | 4,225 | 3,756 | 3,286 | 2,817 | 2,347 | 1,878 | 1,408 | 939 | 469 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 17,826 | $4.46M | $6.11M | - | $1.65M | 36.87% | -0.061% |
| ABBV AbbVie Inc. | 6,446 | $1.15M | $1.84M | - | $695,587.41 | 60.73% | +1.37% |
| ABT Abbott Laboratories | 5,451 | $616,563.49 | $571,918.92 | - | -$44,644.57 | -7.24% | +1.894% |
| AEP American Electric Power Company, Inc. | 4,322 | $398,617.77 | $537,570.36 | - | $138,952.59 | 34.86% | -1.387% |
| AGG iShares Core U.S. Aggregate Bond ETF | 7,077 | $686,064.46 | $675,251.95 | - | -$10,812.51 | -1.58% | +0.628% |
| AMD Advanced Micro Devices, Inc. | 490 | $284,646 | $276,132.14 | - | -$8,513.86 | -2.99% | -1.276% |
| AMZN Amazon.com Inc | 5,213 | $1.14M | $1.33M | - | $187,919.34 | 16.43% | +0.535% |
| AZN AstraZeneca PLC American Depositary Shares | 1,548 | $305,297 | $259,026.84 | - | -$46,270.16 | -15.16% | +3.271% |
| BMY Bristol-Myers Squibb Company | 3,695 | $224,103 | $225,210.25 | - | $1,107.25 | 0.49% | +2.817% |
| BND Vanguard Total Bond Market Index Fund | 4,128 | $296,844.74 | $292,365.6 | - | -$4,479.14 | -1.51% | +0.604% |
| BP BP p.l.c. Sponsored ADR | 14,438 | $426,786.87 | $700,676.14 | - | $273,889.27 | 64.17% | -0.574% |
| BRK-B Berkshire Hathaway Inc. | 1,188 | $543,214.03 | $627,869.88 | - | $84,655.85 | 15.58% | +0.41% |
| CMG Chipotle Mexican Grill, Inc. | 7,500 | $452,250.16 | $230,962.5 | - | -$221,287.66 | -48.93% | +0.901% |
| COST Costco Wholesale Corporation | 290 | $265,718.3 | $285,198.35 | - | $19,480.05 | 7.33% | +0.147% |
| CSCO Cisco Systems, Inc. | 2,159 | $253,597 | $236,907.07 | - | -$16,689.93 | -6.58% | -3.441% |
| CSX CSX Corporation | 6,072 | $215,617 | $295,934.71 | - | $80,317.71 | 37.25% | +0.948% |
| CVX Chevron Corporation | 1,609 | $236,438.83 | $351,952.66 | - | $115,513.83 | 48.86% | -1.486% |
| CWB SPDR Bloomberg Convertible Securities ETF | 70,187 | $5.48M | $6.8M | - | $1.32M | 24% | +0.655% |
| DE Deere & Company | 364 | $205,043 | $238,409.08 | - | $33,366.08 | 16.27% | +0.706% |
| DLTR Dollar Tree, Inc. | 1,730 | $209,244 | $214,485.4 | - | $5,241.4 | 2.5% | +1.823% |
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FAQ
Which stocks have generated the highest profits for Benjamin Schmitt?
The largest contributions to the portfolio's profits come from the following stocks: ProShares UltraPro QQQ - $4.09M, FlexShares Credit-Scored U.S. Bond Index Fund - $428,927.33, NVIDIA Corporation - $298,054.91, SPDR Bloomberg Convertible Securities ETF - $265,640.15, and Invesco S&P 500 GARP ETF - $256,971.83. 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: Direxion Daily S&P 500 Bull 3X Shares - $611,559.99, Chipotle Mexican Grill, Inc - $262,200.84, Fiserv, Inc - $210,959, Adobe Inc - $77,510.6, and BioNTech SE - $74,198.9. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Benjamin Schmitt's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.74M earned over time. The largest contributors to dividend income include FlexShares Credit-Scored U.S. Bond Index Fund - $428,927.33, SPDR Bloomberg Convertible Securities ETF - $186,928.08, Vanguard S&P 500 ETF - $148,515.59, Finward Bancorp - $116,116.68, and Microsoft Corp - $105,830.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Benjamin Schmitt's monthly returns?
Benjamin Schmitt'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 Benjamin Schmitt's strategy be considered aggressive or moderate?
Benjamin Schmitt'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 Benjamin Schmitt's strategy?
Benjamin Schmitt'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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