Dane Grouell Portfolio
Invests via Turning Point Benefit Group, Inc. | Managed by Dane Grouell, Mary K. Troxell, SEI Investments Management Company (SIMC), CWM Advisors, LLC
Invests via Turning Point Benefit Group, Inc.
Managed by Dane Grouell, Mary K. Troxell, SEI Investments Management Company (SIMC), CWM Advisors, LLC
Automatically Tracked
Dane Grouell Profile
Seasoned technology investor and operator with experience in growth-stage startups and venture investing. Dane Grouell is known for sourcing SaaS and fintech opportunities, advising CEOs on go-to-market strategy, and executing operational scale-ups. Prior roles include operating leadership in product and commercial functions and angel/seed investments; active in board advisory and fundraising. Markets oriented, focuses on revenue-driven expansion and unit-economics improvements.
Seasoned technology investor and operator with experience in growth-stage startups and venture investing. Dane Grouell is known for sourcing SaaS and fintech opportunities, advising CEOs on go-to-market strategy, and executing operational scale-ups. Prior roles include operating leadership in product and commercial functions and angel/seed investments; active in board advisory and fundraising. Markets oriented, focuses on revenue-driven expansion and unit-economics improvements.
Investment Philosophy & Strategy
Operates as a hands-on growth-stage investor focused on SaaS and fintech businesses, prioritizing revenue-driven KPIs, unit economics and repeatable go-to-market motion. Prefers concentrated, board-level stakes where operational leverage—product-led growth, sales efficiency and pricing—can accelerate scale. Underwrites opportunities with clear unit-econ improvement paths, predictable ARR growth and capital-efficient customer acquisition. Time horizon is multi-year growth-to-scale; risk discipline emphasizes milestone-based capital deployment, governance through board advisement and active CEO partnership.
Operates as a hands-on growth-stage investor focused on SaaS and fintech businesses, prioritizing revenue-driven KPIs, unit economics and repeatable go-to-market motion. Prefers concentrated, board-level stakes where operational leverage—product-led growth, sales efficiency and pricing—can accelerate scale. Underwrites opportunities with clear unit-econ improvement paths, predictable ARR growth and capital-efficient customer acquisition. Time horizon is multi-year growth-to-scale; risk discipline emphasizes milestone-based capital deployment, governance through board advisement and active CEO partnership.
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:
6.31%
Gain
Monthly
0.33%
Yearly
4.06%
Drawdown
18.1%
$172.17M
Equity
Holdings
$172.17M
Investment
$151.38M
$27.9M
Profit -$468,474.23
Realized
$7.11M
Unrealized
$20.79M
Dividends
$5.88M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$468,474.23
Win %
76%
This Week
Compared To Last Week
Gain
-0.19%
Profit
-$332,229.41
Win %
76%
This Month
Compared to last month
Gain
0.03%
Profit
$48,408.91
Win %
76%
This Year
Compared to last year
Gain
3.18%
Profit
$5.31M
Win %
73%
CTAS Cintas Corporation
+7.1%
+$30,193.8 
ITW Illinois Tool Works Inc.
+3.94%
+$11,641.6 
VEEV Veeva Systems Inc.
+3.06%
+$17,416.64 
O Realty Income Corporation
+2.93%
+$36,007.49 
OHI Omega Healthcare Investors Inc.
+2.9%
+$22,694.53 
CSX CSX Corporation
+2.89%
+$7,113.81 
VLO Valero Energy Corporation
+2.63%
+$44,725.71 
MCD McDonald's Corporation
+2.57%
+$9,288.85 
COST Costco Wholesale Corporation
+2.45%
+$14,214.28 
PNR Pentair plc
+2.41%
+$7,657 
MA Mastercard Incorporated
+2.27%
+$14,943.96 
OKE ONEOK, Inc.
+2.04%
+$6,464.68 
XLV Health Care Select Sector SPDR Fund
+2.02%
+$8,057.6 
FDL First Trust Morningstar Dividend Leaders Index Fund
+2.01%
+$31,917.79 
COF Capital One Financial Corporation
+1.87%
+$5,230.43 
V Visa Inc. Class A
+1.77%
+$12,571.35 
ESS Essex Property Trust, Inc.
+1.57%
+$8,122.82 
COWZ Pacer US Cash Cows 100 ETF
+1.52%
+$4,261.73 
MSFT Microsoft Corp.
+1.51%
+$22,403.68 
TPSC Timothy Plan US Small Cap Core ETF
+1.46%
+$98,498.56 
TPHD Timothy Plan High Dividend Stock ETF
+1.39%
+$31,406.33 
AME Ametek Inc.
+1.35%
+$2,935.8 
AAPL Apple Inc.
+1.3%
+$8,673.98 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.26%
+$9,943.56 
PH Parker-Hannifin Corporation
+1.15%
+$2,803.2 
MOAT VanEck Morningstar Wide Moat Fund
+1.09%
+$13,467.3 
ES Eversource Energy
+1.01%
+$3,978.3 
SO The Southern Company
+0.93%
+$3,498.88 
XOM Exxon Mobil Corporation
+0.84%
+$6,894.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.75%
+$10,881.96 
EVRG Evergy Inc.
+0.69%
+$6,897.69 
RWL Invesco S&P 500 Revenue ETF
+0.68%
+$2,383.92 
COP ConocoPhillips
+0.65%
+$1,653 
WEC WEC Energy Group Inc.
+0.62%
+$5,304.6 
MOTI VanEck Morningstar International Moat ETF
+0.61%
+$6,700 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.58%
+$6,368.69 
AMZN Amazon.com Inc
+0.57%
+$2,494 
VYM Vanguard High Dividend Yield ETF
+0.4%
+$3,425.28 
BRLN iShares Floating Rate Bond ETF
+0.37%
+$5,217.93 
PSC Principal U.S. Small-Cap ETF
+0.34%
+$2,931.25 
GD General Dynamics Corporation
+0.31%
+$2,105.58 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$636.4 
BLES Inspire Global Hope ETF
+0.09%
+$340.02 
XLU Utilities Select Sector SPDR Fund
+0.09%
+$190.52 
IBD Inspire Corporate Bond ETF
+0.06%
+$683.75 
GOOG Alphabet Inc
+0.06%
+$1,207.58 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.05%
+$677.06 
ICSH iShares Short Treasury Bond ETF
+0.03%
+$72.77 
SHV iShares Short Treasury Bond ETF
+0.01%
+$39.27 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,029.36 
BPRE
0%
$0 
BSJU Invesco BulletShares 2030 High Yield Fund
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ON ON Semiconductor Corporation
-5.64%
-$17,471.34 
VST Vistra Corp
-5.39%
-$17,151.66 
WPM Wheaton Precious Metals Corp.
-4.7%
-$289,205.7 
HPE Hewlett Packard Enterprise Company
-4.32%
-$23,668.83 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-4.18%
-$62,484.68 
PAAS Pan American Silver Corp.
-4.15%
-$14,183.16 
NEM Newmont Corporation
-3.89%
-$22,307.3 
CAT Caterpillar Inc.
-3.64%
-$12,797.4 
RING iShares MSCI Global Gold Miners ETF
-3.56%
-$50,634.68 
AEM Agnico Eagle Mines Limited
-3.12%
-$9,294.14 
B BARRICK MINING CORP Common Stock (ABR0)
-3.08%
-$19,422.58 
ANET Arista Networks, Inc.
-2.66%
-$13,915.65 
WCC Wesco International Inc.
-2.6%
-$23,021.25 
NVDA NVIDIA Corporation
-2.58%
-$43,013.98 
KLAC KLA Corporation
-2.3%
-$13,972.49 
AMAT Applied Materials, Inc.
-2.24%
-$15,014.01 
APH Amphenol Corporation
-2%
-$12,839.46 
GLD SPDR Gold Shares
-1.82%
-$45,907.37 
IAUM iShares Gold Trust Micro
-1.75%
-$52,867.25 
DLR Digital Realty Trust, Inc.
-1.51%
-$9,403.1 
QQQM Invesco NASDAQ 100 ETF
-1.38%
-$18,666.76 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$8,686.66 
SPEM SPDR Portfolio Emerging Markets ETF
-1.25%
-$62,699.16 
GLRY Inspire Faithward Mid Cap Momentum ETF
-1.21%
-$5,676.7 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.96%
-$16,934.28 
ZS Zscaler Inc.
-0.93%
-$4,389.78 
PANW Palo Alto Networks, Inc.
-0.81%
-$4,830.54 
TPIF Timothy Plan International ETF
-0.65%
-$10,902.01 
BIBL Inspire 100 ETF
-0.65%
-$14,856.84 
DFIV Dimensional International Value ETF
-0.6%
-$20,965.64 
WWJD Inspire International ETF
-0.49%
-$75,252.73 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.46%
-$2,315.34 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$3,303.52 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$11,420.15 
VGK Vanguard FTSE Europe ETF
-0.34%
-$818.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$41,809.46 
IDV iShares International Select Dividend ETF
-0.32%
-$628.29 
CGDV Capital Group Dividend Value ETF
-0.17%
-$2,620.72 
BSJS Invesco BulletShares 2028 High Yield Fund
-0.07%
-$983.07 
TFLR T. Rowe Price Floating Rate ETF
-0.02%
-$295.68 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.02%
-$793.43 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1620 | Longs Won 736/1620 45% | Profit Factor 11.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $121,341.38 |
| Average Win $41,601 | Best Trade (Jul 10) $2.87M | Sharpe Ratio -20.06 |
| Average Loss -$3,073.7 | Worst Trade (Mar 31) -$303,466.78 | Z-Score -7.61 (100%) |
| Commissions $0 | Avg. Trade Length 6m 1d | Expectancy $17,222.95 |
| 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 | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
