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:
1.13%
Gain
Monthly
0.06%
Yearly
0.73%
Drawdown
24.73%
$273.28M
Equity
Holdings
$273.28M
Investment
$211.17M
$64.3M
Profit -$1M
Realized
$2.18M
Unrealized
$62.11M
Dividends
$6.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1M
Win %
86%
This Week
Compared To Last Week
Gain
0.29%
Profit
$786,066.15
Win %
86%
This Month
Compared to last month
Gain
0.16%
Profit
$436,336.28
Win %
86%
This Year
Compared to last year
Gain
9.91%
Profit
$24.64M
Win %
86%
COST Costco Wholesale Corporation
+2.54%
+$11,771.55 
WMT Walmart Inc.
+1.96%
+$7,128 
AAPL Apple Inc.
+1.68%
+$23,826.6 
MSFT Microsoft Corp.
+1.63%
+$15,385.16 
DFAT Dimensional US Targeted Value ETF
+1.33%
+$587,867.22 
CVX Chevron Corporation
+1.24%
+$32,039.88 
XOM Exxon Mobil Corporation
+0.9%
+$3,265.96 
VDE Vanguard Energy ETF
+0.82%
+$1,585.1 
IDA Idacorp Inc.
+0.76%
+$5,678.34 
VTV Vanguard Value ETF
+0.32%
+$774.89 
DFLV Dimensional US Large Cap Value ETF
+0.23%
+$80,540.91 
VB Vanguard Small-Cap ETF
+0.11%
+$562.63 
STX Seagate Technology Holdings plc
-10.1%
-$50,180.1 
ORCL Oracle Corporation
-6.06%
-$16,507.42 
CAT Caterpillar Inc.
-4.17%
-$53,982.25 
FCX Freeport-McMoRan Inc.
-4.16%
-$12,890.48 
KEYS Keysight Technologies, Inc.
-3.15%
-$14,180.74 
NVDA NVIDIA Corporation
-2.84%
-$7,609.86 
META Meta Platforms Inc Class A
-2.72%
-$9,363.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-1.34%
-$1.06M 
AMZN Amazon.com Inc
-1.32%
-$3,418.84 
JPM JPMorgan Chase & Co.
-1.06%
-$4,903.25 
FNDF Schwab Fundamental International Large Company Index ETF
-0.95%
-$9,883.35 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.81%
-$44,411.03 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.79%
-$4,874.56 
DFIC Dimensional International Core Equity Market ETF
-0.75%
-$2,365.5 
VOO Vanguard S&P 500 ETF
-0.74%
-$23,694.06 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.71%
-$434,195.52 
FNDC Schwab Fundamental International Small Company Index ETF
-0.43%
-$4,419.45 
SCHW Charles Schwab Corporation
-0.16%
-$356.48 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$8,346.04 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$922.1 
DFUV Dimensional US Marketwide Value ETF
-0.01%
-$406.15 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$42.1 Events
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Dividends
Dividend Analysis
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| Trades 143 | Longs Won 112/143 78% | Profit Factor 289.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.36M |
| Average Win $576,059.88 | Best Trade (Jul 14) $23.79M | Sharpe Ratio -10.66 |
| Average Loss -$7,194.97 | Worst Trade (Jul 10) -$88,779.75 | Z-Score 9.41 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w | Expectancy $449,620.01 |
| 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% | 0.98% |
| Consecutive Losing Trades | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
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Returns
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