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:
29.62%
Gain +0.56%
Monthly
1.21%
Yearly
15.6%
Drawdown
10.06%
$234.91M
Equity
Holdings
$234.91M
Investment
$214.09M
$32.75M
Profit +$993,051.38
Realized
$11.92M
Unrealized
$20.83M
Dividends
$7.08M
Goals
Avg. 74.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.56%
Profit
$993,051.38
Win %
70%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.03M
Win %
70%
This Month
Compared to last month
Gain
0.83%
Profit
$1.92M
Win %
70%
This Year
Compared to last year
Gain
2.44%
Profit
$5.59M
Win %
66%
VEEV Veeva Systems Inc.
+5.83%
+$121,692.9 
AEM Agnico Eagle Mines Limited
+5.74%
+$16,408.41 
RING iShares MSCI Global Gold Miners ETF
+4.03%
+$85,450.52 
B BARRICK MINING CORP Common Stock (ABR0)
+3.84%
+$24,739.26 
SLVP iShares MSCI Global Silver and Metals Miners ETF
+3.58%
+$74,824.75 
V Visa Inc. Class A
+2.9%
+$15,506.4 
NEM Newmont Corporation
+2.9%
+$26,841.3 
COF Capital One Financial Corporation
+2.86%
+$8,862.62 
PNR Pentair plc
+2.85%
+$9,177.3 
CTAS Cintas Corporation
+2.76%
+$14,461.25 
PAAS Pan American Silver Corp.
+2.75%
+$8,833.03 
WPM Wheaton Precious Metals Corp.
+2.6%
+$135,554.88 
MA Mastercard Incorporated
+2.51%
+$13,057.09 
MOAT VanEck Morningstar Wide Moat Fund
+1.92%
+$88,164.64 
MCD McDonald's Corporation
+1.69%
+$5,823.35 
VST Vistra Corp
+1.54%
+$5,183.12 
IAUM iShares Gold Trust Micro
+1.48%
+$40,430.33 
IJS iShares S&P Small-Cap 600 Value ETF
+1.37%
+$2,821 
GLD SPDR Gold Shares
+1.35%
+$36,633.12 
RSP Invesco S&P 500 Equal Weight ETF
+1.28%
+$59,173.37 
VGK Vanguard FTSE Europe ETF
+1.25%
+$2,885.3 
WPC W. P. Carey Inc.
+1.24%
+$2,366.84 
MSFT Microsoft Corp.
+1.23%
+$25,656.35 
DLR Digital Realty Trust, Inc.
+1.19%
+$7,896.86 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.17%
+$31,935.72 
TPSC Timothy Plan US Small Cap Core ETF
+1.17%
+$38,170.65 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.06%
+$2,156.8 
WWJD Inspire International ETF
+1.04%
+$94,232.16 
XLRE The Real Estate Select Sector SPDR Fund
+1%
+$2,381.27 
TPIF Timothy Plan International ETF
+0.9%
+$34,204.5 
BLES Inspire Global Hope ETF
+0.9%
+$6,748.8 
ITW Illinois Tool Works Inc.
+0.86%
+$3,075.97 
RWL Invesco S&P 500 Revenue ETF
+0.82%
+$2,100.43 
TPLC Timothy Plan US Large/Mid Cap Core ETF
+0.79%
+$29,902.86 
CSX CSX Corporation
+0.75%
+$1,843.92 
VYMI Vanguard International High Dividend Yield Index Fund
+0.73%
+$59,228.86 
AME Ametek Inc.
+0.72%
+$1,760.42 
WELL Welltower Inc.
+0.71%
+$1,600.5 
DFIV Dimensional International Value ETF
+0.66%
+$59,263.96 
O Realty Income Corporation
+0.65%
+$8,320.68 
AMT American Tower Corporation
+0.65%
+$4,750.2 
PH Parker-Hannifin Corporation
+0.64%
+$1,544.76 
IDV iShares International Select Dividend ETF
+0.59%
+$2,820.02 
FDL First Trust Morningstar Dividend Leaders Index Fund
+0.59%
+$30,269.1 
OHI Omega Healthcare Investors Inc.
+0.58%
+$5,676.06 
CGIC Capital Group International Core Equity ETF
+0.51%
+$13,909.5 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.5%
+$20,228.64 
TPHD Timothy Plan High Dividend Stock ETF
+0.48%
+$20,320.01 
VYM Vanguard High Dividend Yield ETF
+0.48%
+$6,186.95 
CGMS Capital Group U.S. Multi-Sector Income ETF
+0.47%
+$48,977.75 
BSJU Invesco BulletShares 2030 High Yield Fund
+0.43%
+$10,098.58 
AMZN Amazon.com Inc
+0.43%
+$1,672.06 
CGDV Capital Group Dividend Value ETF
+0.39%
+$19,759.24 
BSJT Invesco BulletShares 2029 High Yield Fund
+0.35%
+$8,073.79 
GD General Dynamics Corporation
+0.34%
+$2,336.95 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.3%
+$27,051.47 
HYDB iShares High Yield Systematic Bond ETF
+0.28%
+$2,095.62 
GOOG Alphabet Inc
+0.25%
+$3,483.86 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.22%
+$6,181.96 
BRK-B Berkshire Hathaway Inc.
+0.22%
+$696 
ACNB ACNB Corp.
+0.21%
+$561.73 
TFLR T. Rowe Price Floating Rate ETF
+0.18%
+$4,796.28 
BSJS Invesco BulletShares 2028 High Yield Fund
+0.16%
+$3,809.36 
JPLD JPMorgan Limited Duration ETF
+0.13%
+$4,992.39 
ESS Essex Property Trust, Inc.
+0.1%
+$535.03 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.1%
+$378.14 
IBD Inspire Corporate Bond ETF
+0.07%
+$294 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$44.66 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$3,506.65 
SHV iShares Short Treasury Bond ETF
+0.02%
+$73.14 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$2,656.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 BPRE
BPRE
0%
$0 
PSC Principal U.S. Small-Cap ETF
-18.9%
-$581,948.41 
HPE Hewlett Packard Enterprise Company
-6.57%
-$47,974.23 
ANET Arista Networks, Inc.
-5.2%
-$31,541.43 
VLO Valero Energy Corporation
-4.53%
-$134,457.65 
AMAT Applied Materials, Inc.
-3.12%
-$5,830.39 
LRCX Lam Research Corporation
-2.74%
-$7,185.32 
KLAC KLA Corporation
-2.44%
-$11,170.32 
HUBB Hubbell Inc.
-2%
-$12,371.4 
XOM Exxon Mobil Corporation
-1.83%
-$19,339.56 
PANW Palo Alto Networks, Inc.
-1.7%
-$11,812.61 
NVDA NVIDIA Corporation
-1.59%
-$36,716.59 
CAT Caterpillar Inc.
-1.55%
-$4,824.38 
APH Amphenol Corporation
-1.53%
-$22,754.82 
OKE ONEOK, Inc.
-1.39%
-$4,788.48 
EVRG Evergy Inc.
-1.31%
-$13,997.88 
WCC Wesco International Inc.
-1.22%
-$11,640.07 
SMH VanEck Semiconductor ETF
-1.02%
-$8,437.8 
ZS Zscaler Inc.
-0.98%
-$15,856.19 
ES Eversource Energy
-0.87%
-$3,583.24 
BKH Black Hills Corporation
-0.86%
-$2,160.84 
AVGO Broadcom Inc.
-0.78%
-$13,892.97 
COP ConocoPhillips
-0.72%
-$2,471.46 
PPL PPL Corporation
-0.6%
-$1,660.68 
WEC WEC Energy Group Inc.
-0.49%
-$5,034.64 
ASCI abrdn International Small Cap Active ETF
-0.42%
-$938.13 
SPEM SPDR Portfolio Emerging Markets ETF
-0.31%
-$13,860.48 
SO The Southern Company
-0.3%
-$1,292.22 
BIBL Inspire 100 ETF
-0.26%
-$10,362.1 
XLU Utilities Select Sector SPDR Fund
-0.25%
-$723.66 
QQQ Invesco QQQ Trust, Series 1
-0.18%
-$527.32 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.18%
-$2,347.97 
AAPL Apple Inc.
-0.17%
-$1,281.61 
QQQM Invesco NASDAQ 100 ETF
-0.15%
-$7,883.33 
ON ON Semiconductor Corporation
-0.15%
-$343.42 
COST Costco Wholesale Corporation
-0.04%
-$271.04 
BRLN iShares Floating Rate Bond ETF
-0.04%
-$627.6 Events
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Dividends
Dividend Analysis
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| Trades 1727 | Longs Won 902/1727 52% | Profit Factor 7.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $116,612.21 |
| Average Win $41,610.99 | Best Trade (Oct 15) $2.77M | Sharpe Ratio -19.21 |
| Average Loss -$5,742.57 | Worst Trade (Oct 14) -$416,583.42 | Z-Score -3.97 (100%) |
| Commissions $0 | Avg. Trade Length 6m 2w | Expectancy $18,964.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,154 | $563,743.03 | $737,454.21 | - | $173,711.18 | 30.81% | -0.173% |
| ACNB ACNB Corp. | 4,321 | $264,661 | $270,667.44 | - | $6,006.44 | 2.27% | +0.208% |
| AEM Agnico Eagle Mines Limited | 1,615 | $186,231.94 | $302,279.55 | - | $116,047.61 | 62.31% | +5.74% |
| AMAT Applied Materials, Inc. | 419 | $143,210.01 | $181,307.58 | - | $38,097.57 | 26.6% | -3.116% |
| AME Ametek Inc. | 989 | $205,079.64 | $245,875.29 | - | $40,795.65 | 19.89% | +0.721% |
| AMT American Tower Corporation | 4,095 | $670,623 | $739,393.2 | - | $68,770.2 | 10.25% | +0.647% |
| AMZN Amazon.com Inc | 1,534 | $340,442.35 | $391,430.78 | - | $50,988.43 | 14.98% | +0.429% |
| ANET Arista Networks, Inc. | 3,106 | $405,015.73 | $575,433.09 | - | $170,417.36 | 42.08% | -5.196% |
| APH Amphenol Corporation | 17,988 | $586,067.54 | $1.46M | - | $878,605.36 | 149.92% | -1.53% |
| ASCI abrdn International Small Cap Active ETF | 6,033 | $220,566 | $220,083.84 | - | -$482.16 | -0.22% | -0.424% |
| AVGO Broadcom Inc. | 5,119 | $1.93M | $1.76M | - | -$169,276.22 | -8.78% | -0.784% |
| B BARRICK MINING CORP Common Stock (ABR0) | 16,548 | $557,831.99 | $668,290.98 | - | $110,458.99 | 19.8% | +3.844% |
| BIBL Inspire 100 ETF | 74,015 | $3.59M | $3.96M | - | $373,456.88 | 10.4% | -0.261% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 265,621 | $24.29M | $24.31M | - | $19,012.29 | 0.08% | +0.011% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 2,233 | $221,916 | $221,502.43 | - | -$413.57 | -0.19% | +0.02% |
| BKH Black Hills Corporation | 3,274 | $243,248 | $248,070.98 | - | $4,822.98 | 1.98% | -0.864% |
| BLES Inspire Global Hope ETF | 15,932 | $724,101.75 | $759,057.84 | - | $34,956.09 | 4.83% | +0.897% |
| BPRE BPRE | 314,277 | $4.16M | $4.71M | - | $551,704.06 | 13.25% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 600 | $301,383.9 | $316,506 | - | $15,122.1 | 5.02% | +0.22% |
| BRLN iShares Floating Rate Bond ETF | 31,380 | $1.61M | $1.58M | - | -$34,777.9 | -2.16% | -0.04% |
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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 - $2.94M, SPDR Bloomberg 1-3 Month T-Bill ETF - $1.96M, State Street SPDR Portfolio S&P 500 ETF - $1.42M, Wheaton Precious Metals Corp - $1.17M, 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 $7.08M earned over time. The largest contributors to dividend income include SPDR Bloomberg 1-3 Month T-Bill ETF - $1.96M, iShares Floating Rate Bond ETF - $652,073.92, Inspire International ETF - $587,216.79, Capital Group U.S. Multi-Sector Income ETF - $482,588.78, and T. Rowe Price Floating Rate ETF - $272,830.12. 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.
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