DA
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
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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:
31.41%
Gain +0.14%
Monthly
0.85%
Yearly
10.64%
Drawdown
16.15%
$376.79M
Equity
Holdings
$376.79M
Investment
$246.76M
$131.49M
Profit +$642,884.84
Realized
$1.19M
Unrealized
$130.3M
Dividends
$12.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.14%
Profit
$642,884.84
Win %
92%
This Week
Compared To Last Week
Gain
0.17%
Profit
$642,884.84
Win %
92%
This Month
Compared to last month
Gain
0.3%
Profit
$1.1M
Win %
92%
This Year
Compared to last year
Gain
11.46%
Profit
$38.45M
Win %
92%
FCX Freeport-McMoRan Inc.
+3.12%
+$79,281 
JPM JPMorgan Chase & Co.
+2.31%
+$16,187.99 
QTEC First Trust NASDAQ-100 Technology Index Fund
+1.85%
+$24,742.76 
IYG iShares U.S. Financial Services ETF
+1.53%
+$4,369.68 
PFI Invesco Dorsey Wright Financial Momentum ETF
+1.34%
+$4,778.4 
PRK Park National Corporation
+1.33%
+$5,296.97 
ABBV AbbVie Inc.
+1.32%
+$2,782.4 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$4,367.25 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$50,928 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$3,151.9 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.09%
+$23,237.43 
V Visa Inc. Class A
+1.05%
+$2,785.58 
XMLV Invesco S&P MidCap Low Volatility ETF
+0.99%
+$2,778.76 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,249.39 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$10,063.03 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$2,908.7 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$705,105.06 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$4,008.09 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$4,271.16 
EZM WisdomTree U.S. MidCap Fund
+0.88%
+$7,831.56 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$6,585.39 
DFLV Dimensional US Large Cap Value ETF
+0.83%
+$4,874.1 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.83%
+$3,500.02 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$107,958.09 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.82%
+$3,492.32 
BFOR Barron's 400 ETF
+0.79%
+$2,362.28 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.79%
+$2,859.36 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$1,682.11 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$7,048.02 
SCHC Schwab International Small-Cap Equity ETF
+0.71%
+$1,760.85 
VB Vanguard Small-Cap ETF
+0.7%
+$2,387.53 
COST Costco Wholesale Corporation
+0.68%
+$2,151.17 
PTNQ Pacer Trendpilot 100 ETF
+0.67%
+$1,728 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$641,031.67 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$22,898.16 
PKW Invesco BuyBack Achievers ETF
+0.63%
+$3,496.59 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$11,216 
IYW iShares U.S. Technology ETF
+0.61%
+$4,735.97 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,257.86 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$2,242.95 
DFAW Dimensional World Equity ETF
+0.57%
+$3,133.02 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$13,317.9 
IVV iShares Core S&P 500 ETF
+0.55%
+$10,302.77 
VOO Vanguard S&P 500 ETF
+0.55%
+$7,265.22 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$11,355.51 
GOOGL Alphabet Inc
+0.53%
+$9,202.38 
DFUS Dimensional U.S. Equity Market ETF
+0.53%
+$11,957.38 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,017.5 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$8,241.16 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$1,268.55 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,209.04 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$1,383.76 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$2,254.34 
GOOG Alphabet Inc
+0.45%
+$5,185.6 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$3,558.01 
DFEV Dimensional Emerging Markets Value ETF
+0.42%
+$136,589.76 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$115,854.09 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$4,019.2 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$1,087.38 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$110,006.55 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$112,911.3 
FNDC Schwab Fundamental International Small Company Index ETF
+0.34%
+$2,527.9 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.34%
+$1,495.27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$5,900.64 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$1,617.05 
AVES Avantis Emerging Markets Value ETF
+0.32%
+$3,431.19 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.29%
+$1,480.18 
EFA iShares MSCI EAFE ETF
+0.28%
+$780.96 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.26%
+$1,482 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$998.1 
VUG Vanguard Growth ETF
+0.18%
+$437.4 
NVDA NVIDIA Corporation
+0.16%
+$1,256.64 
MSFT Microsoft Corp.
+0.1%
+$1,020.77 
IAU iShares Gold Trust
+0.08%
+$160.02 
JKL iShares Morningstar Small-Cap Value ETF
+0.03%
+$298.01 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
0%
$0 
FTAI
0%
$0 
RYH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
AAPL Apple Inc.
-1.52%
-$68,800.5 
AMZN Amazon.com Inc
-1.23%
-$10,573.08 
FDN First Trust Dow Jones Internet Index Fund
-0.29%
-$1,376.68 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.15%
-$793.37 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-0.14%
-$309.66 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.03%
-$123.75 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$124.02 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
-0.03%
-$134.22 Events
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Dividends
Dividend Analysis
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| Trades 721 | Longs Won 653/721 90% | Profit Factor 1,379.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $799,128.71 |
| Average Win $209,965.43 | Best Trade (Jun 14) $12.81M | Sharpe Ratio -2.96 |
| Average Loss -$1,461.94 | Worst Trade (Jun 29) -$26,119.41 | Z-Score 58.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3d | Expectancy $182,371.67 |
| 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 | 250,000 | 225,000 | 200,000 | 175,000 | 150,000 | 125,000 | 100,000 | 75,000 | 50,000 | 25,000 |
Hover over the desired column for a detailed explanation.
Returns
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