Ben Warren Portfolio
Invests via Tumwater Wealth Management, LLC | Managed by Ben Warren
Invests via Tumwater Wealth Management, LLC
Managed by Ben Warren
Automatically Tracked
Ben Warren Profile
Investor and operator focused on early-stage SaaS and fintech, with experience scaling technology teams, leading product and go-to-market, and advising founders on fundraising and growth. Ben Warren combines hands-on operating experience with angel and seed-stage investing, serving on several private company boards and sourcing follow-on capital. Market-relevant skills include product strategy, KPI-driven growth, and founder coaching; capital focus typically targets pre-seed to Series A rounds in enterprise software and financial services.
Investor and operator focused on early-stage SaaS and fintech, with experience scaling technology teams, leading product and go-to-market, and advising founders on fundraising and growth. Ben Warren combines hands-on operating experience with angel and seed-stage investing, serving on several private company boards and sourcing follow-on capital. Market-relevant skills include product strategy, KPI-driven growth, and founder coaching; capital focus typically targets pre-seed to Series A rounds in enterprise software and financial services.
Investment Philosophy & Strategy
Combines operator-first, product-led investing with early-stage capital deployment targeting pre-seed to Series A SaaS and fintech. Prioritizes founders who demonstrate KPI-driven go-to-market motion and measurable unit economics, offering active board-level support, product strategy and hiring leverage. Investment decisions favor durable enterprise workflows, high expansion potential, and capital-efficient growth; conviction holds through follow-on rounds while managing downside via staged checks and hands-on value creation.
Combines operator-first, product-led investing with early-stage capital deployment targeting pre-seed to Series A SaaS and fintech. Prioritizes founders who demonstrate KPI-driven go-to-market motion and measurable unit economics, offering active board-level support, product strategy and hiring leverage. Investment decisions favor durable enterprise workflows, high expansion potential, and capital-efficient growth; conviction holds through follow-on rounds while managing downside via staged checks and hands-on value creation.
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:
38.5%
Gain +2.55%
Monthly
1.65%
Yearly
21.71%
Drawdown
15.43%
$284.73M
Equity
Holdings
$284.73M
Investment
$214.34M
$72.5M
Profit +$6.36M
Realized
$2.11M
Unrealized
$70.39M
Dividends
$7.06M
Goals
Avg. 78.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.55%
Profit
$6.36M
Win %
84%
This Week
Compared To Last Week
Gain
2.34%
Profit
$6.5M
Win %
84%
This Month
Compared to last month
Gain
2.74%
Profit
$7.6M
Win %
84%
This Year
Compared to last year
Gain
2.86%
Profit
$7.93M
Win %
81%
MSFT Microsoft Corp.
+3.02%
+$32,538.16 
NVDA NVIDIA Corporation
+2.93%
+$7,206.03 
CVX Chevron Corporation
+2.35%
+$64,102.64 
KEYS Keysight Technologies, Inc.
+2.04%
+$8,901.25 
ORCL Oracle Corporation
+1.81%
+$4,751.67 
SCHW Charles Schwab Corporation
+0.87%
+$2,027.48 
VOO Vanguard S&P 500 ETF
+0.71%
+$22,506.85 
IDA Idacorp Inc.
+0.71%
+$5,030.86 
CAT Caterpillar Inc.
+0.7%
+$8,028.71 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$36,467.14 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$4,112.94 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$322,142.82 
STX Seagate Technology Holdings plc
+0.52%
+$2,670.01 
DFLV Dimensional US Large Cap Value ETF
+0.32%
+$117,888.42 
JPM JPMorgan Chase & Co.
+0.27%
+$1,247.38 
DFUV Dimensional US Marketwide Value ETF
+0.22%
+$9,629.16 
WMT Walmart Inc.
+0.09%
+$324.01 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$118,358.04 
MU Micron Technology, Inc.
-5.9%
-$14,043.34 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,118.85 
XOM Exxon Mobil Corporation
-0.97%
-$3,866.31 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$7,576.2 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$6,262.75 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$1,826 
VTV Vanguard Value ETF
-0.27%
-$653.12 
COST Costco Wholesale Corporation
-0.24%
-$1,151.38 
VB Vanguard Small-Cap ETF
-0.22%
-$1,154.96 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$172,711.12 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$32,812.35 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$70,037.88 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$519.3 
CGBL Capital Group Core Balanced ETF
-0.05%
-$106.76 Events
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Dividends
Dividend Analysis
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| Trades 160 | Longs Won 121/160 75% | Profit Factor 226.88 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.56M |
| Average Win $601,791.89 | Best Trade (Aug 28) $27.24M | Sharpe Ratio -9.65 |
| Average Loss -$8,229.28 | Worst Trade (Aug 03) -$101,360.92 | Z-Score 8.52 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 6d | Expectancy $453,099.23 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% | 1.59% |
| Consecutive Losing Trades | 34,483 | 31,034 | 27,586 | 24,138 | 20,690 | 17,241 | 13,793 | 10,345 | 6,897 | 3,448 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,827 | $1.23M | $1.49M | - | $263,377.46 | 21.45% | -7.354% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 218,749 | $16.45M | $16.52M | - | $72,885.29 | 0.44% | -0.198% |
| BSV Vanguard Short-Term Bond ETF | 8,655 | $669,519.12 | $671,454.9 | - | $1,935.78 | 0.29% | -0.077% |
| CAT Caterpillar Inc. | 1,416 | $529,899.02 | $1.15M | - | $623,871.94 | 117.73% | +0.701% |
| CGBL Capital Group Core Balanced ETF | 5,338 | $202,630 | $198,733.74 | - | -$3,896.26 | -1.92% | -0.054% |
| COST Costco Wholesale Corporation | 505 | $462,729.16 | $480,704.46 | - | $17,975.3 | 3.88% | -0.239% |
| CVX Chevron Corporation | 14,182 | $2.05M | $2.79M | - | $737,335.36 | 35.9% | +2.35% |
| DFAT Dimensional US Targeted Value ETF | 636,708 | $35.53M | $45.03M | - | $9.5M | 26.75% | -0.155% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 2.16M | $54.51M | $78.82M | - | $24.31M | 44.6% | -0.219% |
| DFIC Dimensional International Core Equity Market ETF | 8,300 | $214,513.45 | $316,147 | - | $101,633.55 | 47.38% | -0.574% |
| DFLV Dimensional US Large Cap Value ETF | 906,834 | $27.57M | $36.89M | - | $9.32M | 33.8% | +0.321% |
| DFUV Dimensional US Marketwide Value ETF | 80,243 | $3.28M | $4.46M | - | $1.18M | 35.85% | +0.216% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 193,333 | $9.8M | $9.81M | - | $14,548.2 | 0.15% | 0.0 |
| FCX Freeport-McMoRan Inc. | 5,085 | $258,267 | $318,473.55 | - | $60,206.55 | 23.31% | -1.277% |
| FNDC Schwab Fundamental International Small Company Index ETF | 21,045 | $718,476.26 | $1.04M | - | $317,358.64 | 44.17% | -0.726% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 15,233 | $442,519.1 | $628,818.24 | - | $186,299.14 | 42.1% | +0.658% |
| FNDF Schwab Fundamental International Large Company Index ETF | 19,571 | $649,952.84 | $1.06M | - | $407,076.84 | 62.63% | -0.589% |
| IDA Idacorp Inc. | 4,981 | $544,324.04 | $711,834.71 | - | $167,510.67 | 30.77% | +0.712% |
| JPM JPMorgan Chase & Co. | 1,327 | $318,095 | $466,825.34 | - | $148,730.34 | 46.76% | +0.268% |
| KEYS Keysight Technologies, Inc. | 1,393 | $223,757.6 | $444,478.42 | - | $220,720.82 | 98.64% | +2.044% |
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FAQ
Which stocks have generated the highest profits for Ben Warren?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional World ex U.S. Core Equity 2 ETF - $3.93M, VANGUARD TOTAL STOCK MKT ETF - $1.1M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $931,311.22, Dimensional US Targeted Value ETF - $845,603.07, and Dimensional US Large Cap Value ETF - $702,834.88. 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: Vanguard Energy ETF - $25,280.18, AppLovin Corporation Class A Common Stock - $20,124, Amazon.com Inc - $19,858.53, Freeport-McMoRan Inc - $17,950.3, and Vanguard Health Care ETF - $12,033.44. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ben Warren's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.06M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $2.81M, VANGUARD TOTAL STOCK MKT ETF - $940,769.53, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $930,585.64, Dimensional US Targeted Value ETF - $818,027.96, and Dimensional US Large Cap Value ETF - $702,834.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ben Warren's monthly returns?
Ben Warren'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 Ben Warren's strategy be considered aggressive or moderate?
Ben Warren'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 Ben Warren's strategy?
Ben Warren'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.
