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:
32.32%
Gain -0.42%
Monthly
1.41%
Yearly
18.28%
Drawdown
10.13%
$238.73M
Equity
Holdings
$238.73M
Investment
$214.09M
$36.61M
Profit -$494,959.19
Realized
$11.97M
Unrealized
$24.64M
Dividends
$6.37M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.42%
Profit
-$494,959.19
Win %
73%
This Week
Compared To Last Week
Gain
0.54%
Profit
$1.28M
Win %
73%
This Month
Compared to last month
Gain
-0.21%
Profit
-$494,959.19
Win %
73%
This Year
Compared to last year
Gain
4.12%
Profit
$9.45M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$55,346.7 
GOOG Alphabet Inc
+6.88%
+$93,051.47 
ANET Arista Networks, Inc.
+5.46%
+$28,979 
MSFT Microsoft Corp.
+3.02%
+$53,349.5 
NVDA NVIDIA Corporation
+2.93%
+$59,583.92 
OKE ONEOK, Inc.
+1.95%
+$6,509.34 
ZS Zscaler Inc.
+1.89%
+$20,532.67 
PANW Palo Alto Networks, Inc.
+1.89%
+$11,389.8 
HPE Hewlett Packard Enterprise Company
+1.61%
+$8,796.24 
PH Parker-Hannifin Corporation
+1.43%
+$3,462.49 
KLAC KLA Corporation
+1.38%
+$6,379.41 
COP ConocoPhillips
+1.22%
+$3,513.35 
AMAT Applied Materials, Inc.
+1.18%
+$2,472.11 
ITW Illinois Tool Works Inc.
+1.15%
+$4,299.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,105.52 
VEEV Veeva Systems Inc.
+1.1%
+$15,571.08 
ACNB ACNB Corp.
+1.02%
+$2,808.65 
MCD McDonald's Corporation
+0.82%
+$3,179.01 
ESS Essex Property Trust, Inc.
+0.81%
+$4,603.36 
BIBL Inspire 100 ETF
+0.8%
+$31,826.38 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$33,784.92 
AME Ametek Inc.
+0.71%
+$1,681.32 
CAT Caterpillar Inc.
+0.7%
+$2,353.05 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$33,612.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$58,037.71 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,780.44 
CGDV Capital Group Dividend Value ETF
+0.63%
+$32,238.76 
APH Amphenol Corporation
+0.55%
+$3,957.32 
RWL Invesco S&P 500 Revenue ETF
+0.47%
+$1,175.47 
OHI Omega Healthcare Investors Inc.
+0.46%
+$5,021.13 
CSX CSX Corporation
+0.42%
+$1,075.62 
VLO Valero Energy Corporation
+0.38%
+$7,681.45 
AVGO Broadcom Inc.
+0.37%
+$7,371.36 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,116 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$4,025.1 
GD General Dynamics Corporation
+0.32%
+$2,490.02 
SMH VanEck Semiconductor ETF
+0.3%
+$2,396.11 
WCC Wesco International Inc.
+0.24%
+$2,219.69 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$10,124.24 
SO The Southern Company
+0.21%
+$957.2 
TPHD Timothy Plan High Dividend Stock ETF
+0.16%
+$6,938.54 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.16%
+$6,133.92 
BRLN iShares Floating Rate Bond ETF
+0.15%
+$2,353.5 
TPSC Timothy Plan US Small Cap Core ETF
+0.11%
+$3,853.42 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.09%
+$2,176.78 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$193.46 
JPLD JPMorgan Limited Duration ETF
+0.04%
+$1,536.2 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$7,968.63 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$799.38 
SHV iShares Short Treasury Bond ETF
+0.03%
+$109.71 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.02%
+$560.57 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$44.66 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.02%
+$1,008.97 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HYDB iShares High Yield Systematic Bond ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 BPRE
BPRE
0%
$0 
AAPL Apple Inc.
-7.35%
-$52,816.08 
WPM Wheaton Precious Metals Corp.
-3.84%
-$174,974.44 
AEM Agnico Eagle Mines Limited
-3.63%
-$8,850.2 
SLVP iShares MSCI Global Silver and Metals Miners ETF
-3.63%
-$72,872.8 
RING iShares MSCI Global Gold Miners ETF
-3.07%
-$58,911.28 
ES Eversource Energy
-3.05%
-$13,900.5 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$16,051.56 
ON ON Semiconductor Corporation
-2.54%
-$6,649.86 
DLR Digital Realty Trust, Inc.
-2.42%
-$18,077.57 
NEM Newmont Corporation
-2.14%
-$17,035.5 
PAAS Pan American Silver Corp.
-2.09%
-$6,975.43 
LRCX Lam Research Corporation
-1.58%
-$4,291.11 
GLD SPDR Gold Shares
-1.49%
-$40,407.73 
IAUM iShares Gold Trust Micro
-1.46%
-$40,096.2 
BKH Black Hills Corporation
-1.41%
-$3,339.48 
PNR Pentair plc
-1.1%
-$4,511.4 
CTAS Cintas Corporation
-1.04%
-$5,432.37 
PPL PPL Corporation
-0.98%
-$2,767.8 
XOM Exxon Mobil Corporation
-0.97%
-$9,132.57 
ASCI abrdn International Small Cap Active ETF
-0.89%
-$1,942.62 
TPIF Timothy Plan International ETF
-0.89%
-$35,241 
O Realty Income Corporation
-0.87%
-$12,943.28 
WWJD Inspire International ETF
-0.75%
-$69,801.6 
MA Mastercard Incorporated
-0.74%
-$3,659.25 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$74,446.18 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,136.52 
WPC W. P. Carey Inc.
-0.65%
-$1,438.09 
BLES Inspire Global Hope ETF
-0.63%
-$4,938.92 
AMT American Tower Corporation
-0.63%
-$4,504.54 
PSC Principal U.S. Small-Cap ETF
-0.58%
-$17,486.44 
WEC WEC Energy Group Inc.
-0.57%
-$6,099.69 
COF Capital One Financial Corporation
-0.54%
-$1,801.23 
CGIC Capital Group International Core Equity ETF
-0.53%
-$14,682.25 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$42,420.35 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$1,319.74 
WELL Welltower Inc.
-0.51%
-$1,154.3 
DFIV Dimensional International Value ETF
-0.47%
-$43,839.09 
VGK Vanguard FTSE Europe ETF
-0.44%
-$1,073.6 
VST Vistra Corp
-0.29%
-$952.45 
EVRG Evergy Inc.
-0.29%
-$3,110.61 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$7,399.74 
HUBB Hubbell Inc.
-0.24%
-$1,487.71 
COST Costco Wholesale Corporation
-0.24%
-$1,404.46 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$473.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$6,014.88 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$8,034.67 
IBD Inspire Corporate Bond ETF
-0.17%
-$784 
IDV iShares International Select Dividend ETF
-0.14%
-$676.8 
V Visa Inc. Class A
-0.04%
-$191.09 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$3,506.3 
BSJU Invesco BulletShares 2030 High Yield Fund
-0.02%
-$375.41 Events
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Dividends
Dividend Analysis
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| Trades 1727 | Longs Won 914/1727 52% | Profit Factor 11.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $123,934.3 |
| Average Win $43,886.14 | Best Trade (Aug 28) $3.67M | Sharpe Ratio -38.83 |
| Average Loss -$4,305.2 | Worst Trade (Mar 31) -$303,466.78 | Z-Score -0.73 (53.26%) |
| Commissions $0 | Avg. Trade Length 6m 5d | Expectancy $21,199.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 55,556 | 50,000 | 44,444 | 38,889 | 33,333 | 27,778 | 22,222 | 16,667 | 11,111 | 5,556 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,154 | $563,743.03 | $665,392.14 | - | $101,649.11 | 18.03% | -7.354% |
| ACNB ACNB Corp. | 4,321 | $264,661 | $278,618.08 | - | $13,957.08 | 5.27% | +1.018% |
| AEM Agnico Eagle Mines Limited | 1,615 | $186,231.94 | $234,611.05 | - | $48,379.11 | 25.98% | -3.635% |
| AMAT Applied Materials, Inc. | 419 | $143,210.01 | $212,713.73 | - | $69,503.72 | 48.53% | +1.176% |
| AME Ametek Inc. | 989 | $205,079.64 | $239,051.2 | - | $33,971.56 | 16.57% | +0.708% |
| AMT American Tower Corporation | 4,095 | $670,623 | $709,909.2 | - | $39,286.2 | 5.86% | -0.631% |
| AMZN Amazon.com Inc | 1,534 | $340,442.35 | $416,603.7 | - | $76,161.35 | 22.37% | +15.321% |
| ANET Arista Networks, Inc. | 3,106 | $405,015.73 | $560,167.13 | - | $155,151.4 | 38.31% | +5.456% |
| APH Amphenol Corporation | 8,994 | $586,067.54 | $722,667.9 | - | $136,600.36 | 23.31% | +0.551% |
| ASCI abrdn International Small Cap Active ETF | 6,033 | $220,566 | $215,504.79 | - | -$5,061.21 | -2.29% | -0.893% |
| AVGO Broadcom Inc. | 5,119 | $1.93M | $1.99M | - | $64,887.32 | 3.37% | +0.371% |
| B BARRICK MINING CORP Common Stock (ABR0) | 16,548 | $557,831.99 | $607,808.04 | - | $49,976.05 | 8.96% | -2.573% |
| BIBL Inspire 100 ETF | 74,015 | $3.59M | $4.03M | - | $442,290.83 | 12.32% | +0.796% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 265,621 | $24.29M | $24.35M | - | $58,855.44 | 0.24% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 2,233 | $221,916 | $222,049.52 | - | $133.52 | 0.06% | +0.02% |
| BKH Black Hills Corporation | 3,274 | $243,248 | $233,141.54 | - | -$10,106.46 | -4.15% | -1.412% |
| BLES Inspire Global Hope ETF | 15,932 | $724,101.75 | $773,817.24 | - | $49,715.49 | 6.87% | -0.634% |
| BPRE BPRE | 314,277 | $4.16M | $4.71M | - | $551,704.06 | 13.25% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 600 | $301,383.9 | $306,924 | - | $5,540.1 | 1.84% | +0.365% |
| BRLN iShares Floating Rate Bond ETF | 31,380 | $1.61M | $1.59M | - | -$22,069 | -1.37% | +0.148% |
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FAQ
Which stocks have generated the highest profits for Dane Grouell?
The largest contributions to the portfolio's profits come from the following stocks: Inspire International ETF - $2.9M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.89M, State Street SPDR Portfolio S&P 500 ETF - $1.4M, Wheaton Precious Metals Corp - $1.16M, and iShares MSCI Global Silver and Metals Miners ETF - $1M. 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: ServiceNow, Inc - $186,449.3, ISHARES S&P 500 GROWTH ETF (3IS8) - $116,202.15, VanEck Semiconductor ETF - $50,650.31, VanEck Morningstar International Moat ETF - $24,655.51, and Copart Inc - $15,965.67. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dane Grouell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.37M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.88M, iShares Floating Rate Bond ETF - $588,607.06, Inspire International ETF - $548,849.18, Capital Group U.S. Multi-Sector Income ETF - $482,592.7, and T. Rowe Price Floating Rate ETF - $244,521.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dane Grouell's monthly returns?
Dane Grouell's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Dane Grouell's strategy be considered aggressive or moderate?
Dane Grouell'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 Dane Grouell's strategy?
Dane Grouell'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.
