Dana Anspach Portfolio
Invests via Sensible Money LLC | Managed by Dana Anspach, Amy Shepard, Caley Miller, David Schoenecker
Invests via Sensible Money LLC
Managed by Dana Anspach, Amy Shepard, Caley Miller, David Schoenecker
Automatically Tracked
Dana Anspach Profile
With a distinguished career in financial advisory, Dana Anspach is an authority in personal finance and investment education. Her expertise centers on simplifying complex financial concepts for individual investors, equipping them with the knowledge to navigate capital markets effectively. Through her leadership at a prominent advisory firm, she has cultivated a reputation for client engagement and empowerment strategies. In addition to her direct consulting work, Anspach is known for her contributions as an author and educator in the wealth management space. Her insights have influenced both new and experienced investors seeking tailored guidance.
With a distinguished career in financial advisory, Dana Anspach is an authority in personal finance and investment education. Her expertise centers on simplifying complex financial concepts for individual investors, equipping them with the knowledge to navigate capital markets effectively. Through her leadership at a prominent advisory firm, she has cultivated a reputation for client engagement and empowerment strategies. In addition to her direct consulting work, Anspach is known for her contributions as an author and educator in the wealth management space. Her insights have influenced both new and experienced investors seeking tailored guidance.
Investment Philosophy & Strategy
A clear vision of sustainable growth underscores the investment approach. Dana Anspach emphasizes empowering individual investors through education and strategic financial insights. By leveraging her extensive experience in personal finance, she prioritizes a client-centered model that demystifies investing while focusing on tailored advice. The strategy relies on fostering financial literacy to enhance decision-making capabilities among clients, ensuring they navigate market complexities confidently. Emphasizing operational effectiveness, she champions holistic planning methodologies that align with long-term objectives and lifestyle goals.
A clear vision of sustainable growth underscores the investment approach. Dana Anspach emphasizes empowering individual investors through education and strategic financial insights. By leveraging her extensive experience in personal finance, she prioritizes a client-centered model that demystifies investing while focusing on tailored advice. The strategy relies on fostering financial literacy to enhance decision-making capabilities among clients, ensuring they navigate market complexities confidently. Emphasizing operational effectiveness, she champions holistic planning methodologies that align with long-term objectives and lifestyle goals.
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:
123.65%
Gain -0.15%
Monthly
2.2%
Yearly
29.87%
Drawdown
28.26%
$383.56M
Equity
Holdings
$383.56M
Investment
$255.33M
$136.58M
Profit -$263,851.9
Realized
$8.35M
Unrealized
$128.23M
Dividends
$14.07M
Goals
Avg. 67% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$263,851.9
Win %
88%
This Week
Compared To Last Week
Gain
2.31%
Profit
$8.67M
Win %
88%
This Month
Compared to last month
Gain
2.31%
Profit
$8.67M
Win %
88%
This Year
Compared to last year
Gain
1.71%
Profit
$6.44M
Win %
89%
AMZN Amazon.com Inc
+15.32%
+$123,393.57 
GOOG Alphabet Inc
+6.88%
+$67,416.95 
GOOGL Alphabet Inc
+6.73%
+$106,417.92 
FTAI FTAI Aviation Ltd.
+4.3%
+$8,100.5 
MSFT Microsoft Corp.
+3.02%
+$32,946.76 
NVDA NVIDIA Corporation
+2.93%
+$22,428.91 
FDN First Trust Dow Jones Internet Index Fund
+2.59%
+$12,249.1 
PANW Palo Alto Networks, Inc.
+1.89%
+$6,709.65 
VUG Vanguard Growth ETF
+1.1%
+$3,908.79 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$3,466.4 
IBM International Business Machines Corporation
+0.86%
+$1,816.39 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$12,554.57 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$15,213.74 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,579.14 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$16,637.07 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,015.8 
IVV iShares Core S&P 500 ETF
+0.69%
+$12,375.04 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$5,612.67 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$22,737.92 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,520.92 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$1,912.73 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$1,468.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,565.15 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$9,098.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$15,690.72 
PRK Park National Corporation
+0.48%
+$2,233 
IYW iShares U.S. Technology ETF
+0.46%
+$3,455.95 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$120,227.52 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,437.28 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$355,480.96 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$1,926.34 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$742.94 
QTEC First Trust NASDAQ-100 Technology Index Fund
+0.27%
+$3,412.76 
JPM JPMorgan Chase & Co.
+0.27%
+$1,918.54 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$621.37 
DFAW Dimensional World Equity ETF
+0.22%
+$1,552.5 
BFOR Barron's 400 ETF
+0.21%
+$647.2 
JNJ Johnson & Johnson
+0.21%
+$456.33 
PFI Invesco Dorsey Wright Financial Momentum ETF
+0.19%
+$716.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$892.82 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$858.24 
DELL Dell Technologies Inc.
+0.14%
+$283.92 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$2,969.25 
FPE First Trust Preferred Securities and Income ETF
+0.11%
+$377.4 
PKW Invesco BuyBack Achievers ETF
+0.11%
+$637.08 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$904.32 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$778.77 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$175.34 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$22,441.59 
IYG iShares U.S. Financial Services ETF
+0.06%
+$192.78 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$90.48 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$343,108.22 
ABBV AbbVie Inc.
-2.51%
-$6,114.15 
IAU iShares Gold Trust
-1.46%
-$3,013.71 
FCX Freeport-McMoRan Inc.
-1.28%
-$31,078.08 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$2,429.64 
INTC Intel Corporation
-1.02%
-$1,774.44 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$5,698.02 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$7,680.27 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$3,994.56 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,603.95 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$13,761.48 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,485.16 
EFA iShares MSCI EAFE ETF
-0.62%
-$1,777.38 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$167,379.52 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,244.16 
LLY Eli Lilly and Company
-0.53%
-$1,226 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$70,345.44 
ISCV iShares Morningstar Small-Cap Value ETF
-0.46%
-$2,130.09 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
-0.43%
-$3,273.75 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$1,007 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$1,197 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$16,491.41 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$1,495.27 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,294.45 
VTV Vanguard Value ETF
-0.27%
-$985.87 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$531.81 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,139.1 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$1,258.18 
COST Costco Wholesale Corporation
-0.24%
-$636.11 
VB Vanguard Small-Cap ETF
-0.22%
-$931.23 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$811.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$54,025.12 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$938.71 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$1,618.44 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$990.45 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$120,053.89 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$741.92 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$316.2 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$635.14 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$296.91 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$282.4 
EZM WisdomTree U.S. MidCap Fund
-0.07%
-$593.3 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$255.71 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$445.26 
VO Vanguard Mid-Cap ETF
-0.05%
-$168.8 
V Visa Inc. Class A
-0.04%
-$119.27 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$299.25 Events
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Dividends
Dividend Analysis
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| Trades 801 | Longs Won 717/801 89% | Profit Factor 288.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $777,033.08 |
| Average Win $191,155.59 | Best Trade (Aug 03) $13.86M | Sharpe Ratio -10.4 |
| Average Loss -$5,660.42 | Worst Trade (Aug 03) -$94,385.18 | Z-Score 54.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 5d | Expectancy $170,515.71 |
| 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 | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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Returns
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FAQ
Which stocks have generated the highest profits for Dana Anspach?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $4.53M, Dimensional US Targeted Value ETF - $2.19M, Dimensional U.S. Core Equity 2 ETF - $2.06M, Apple Inc - $1.99M, and Dimensional Emerging Markets Value ETF - $1.76M. 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: Eli Lilly and Company - $29,411, UnitedHealth Group Incorporated - $27,543.36, FTAI Aviation Ltd - $26,558.37, Intel Corporation - $24,983.53, and Johnson & Johnson - $24,248.95. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Dana Anspach's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.07M earned over time. The largest contributors to dividend income include Dimensional US Targeted Value ETF - $2.19M, Dimensional World ex U.S. Core Equity 2 ETF - $2.17M, Dimensional U.S. Core Equity 2 ETF - $2.06M, Dimensional Emerging Markets Value ETF - $1.55M, and Dimensional Emerging Markets Core Equity 2 ETF - $1.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Dana Anspach's monthly returns?
Dana Anspach'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 Dana Anspach's strategy be considered aggressive or moderate?
Dana Anspach's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Dana Anspach's strategy?
Dana Anspach's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
