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:
34.39%
Gain -0.53%
Monthly
1.38%
Yearly
17.93%
Drawdown
15.43%
$277.16M
Equity
Holdings
$277.16M
Investment
$214.34M
$64.93M
Profit -$1.33M
Realized
$2.11M
Unrealized
$62.82M
Dividends
$8.21M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.53%
Profit
-$1.33M
Win %
79%
This Week
Compared To Last Week
Gain
-0.69%
Profit
-$1.93M
Win %
79%
This Month
Compared to last month
Gain
0.43%
Profit
$1.18M
Win %
79%
This Year
Compared to last year
Gain
0.13%
Profit
$356,823.99
Win %
76%
CVX Chevron Corporation
+2.4%
+$74,597.18 
XOM Exxon Mobil Corporation
+2.11%
+$9,324.66 
COST Costco Wholesale Corporation
+1.23%
+$6,054.94 
IDA Idacorp Inc.
+1.19%
+$8,119.03 
JPM JPMorgan Chase & Co.
+0.93%
+$4,126.97 
WMT Walmart Inc.
+0.59%
+$2,251.8 
FNDF Schwab Fundamental International Large Company Index ETF
+0.33%
+$3,424.93 
DFIC Dimensional International Core Equity Market ETF
+0.28%
+$871.5 
AAPL Apple Inc.
+0.21%
+$3,475.44 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$649.12 
VTV Vanguard Value ETF
+0.03%
+$77.49 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$3,281.24 
FNDC Schwab Fundamental International Small Company Index ETF
+0.02%
+$210.45 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.01%
+$966.66 
STX Seagate Technology Holdings plc
-6.62%
-$27,456 
MU Micron Technology, Inc.
-4.84%
-$12,250.88 
ORCL Oracle Corporation
-4.57%
-$12,629.98 
KEYS Keysight Technologies, Inc.
-2.64%
-$12,564.84 
SCHW Charles Schwab Corporation
-2.52%
-$5,291.5 
MSFT Microsoft Corp.
-2.47%
-$31,869.26 
VB Vanguard Small-Cap ETF
-1.38%
-$6,947.5 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.19%
-$745,579.63 
VV Vanguard Large-Cap Index Fund ETF Shares
-1.16%
-$64,826.6 
VOO Vanguard S&P 500 ETF
-1.12%
-$36,770.09 
NVDA NVIDIA Corporation
-0.97%
-$2,650.2 
FCX Freeport-McMoRan Inc.
-0.63%
-$2,237.39 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.57%
-$3,732.09 
CGBL Capital Group Core Balanced ETF
-0.57%
-$1,121.51 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.41%
-$323,833.35 
CAT Caterpillar Inc.
-0.35%
-$3,667.45 
DFAT Dimensional US Targeted Value ETF
-0.29%
-$127,341.6 
DFUV Dimensional US Marketwide Value ETF
-0.17%
-$7,623.09 
DFLV Dimensional US Large Cap Value ETF
-0.05%
-$18,136.68 Events
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Dividends
Dividend Analysis
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| Trades 160 | Longs Won 116/160 72% | Profit Factor 93.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.27M |
| Average Win $565,740.88 | Best Trade (Oct 14) $23.64M | Sharpe Ratio -11.15 |
| Average Loss -$15,922.24 | Worst Trade (Oct 14) -$357,628.46 | Z-Score 6.51 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w | Expectancy $405,783.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.04% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 4,827 | $1.23M | $1.65M | - | $426,578.33 | 34.75% | +0.211% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 218,749 | $16.45M | $16.09M | - | -$361,331.48 | -2.2% | +0.02% |
| BSV Vanguard Short-Term Bond ETF | 8,655 | $669,519.12 | $663,275.92 | - | -$6,243.2 | -0.93% | +0.098% |
| CAT Caterpillar Inc. | 1,416 | $529,899.02 | $1.04M | - | $508,099.78 | 95.89% | -0.352% |
| CGBL Capital Group Core Balanced ETF | 5,338 | $202,630 | $196,864.91 | - | -$5,765.09 | -2.85% | -0.566% |
| COST Costco Wholesale Corporation | 505 | $462,729.16 | $499,950 | - | $37,220.84 | 8.04% | +1.226% |
| CVX Chevron Corporation | 14,182 | $2.05M | $3.18M | - | $1.13M | 55.05% | +2.398% |
| DFAT Dimensional US Targeted Value ETF | 636,708 | $35.53M | $43.23M | - | $7.7M | 21.66% | -0.294% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 2.16M | $54.51M | $78.8M | - | $24.29M | 44.56% | -0.409% |
| DFIC Dimensional International Core Equity Market ETF | 8,300 | $214,513.45 | $313,200.5 | - | $98,687.05 | 46.01% | +0.279% |
| DFLV Dimensional US Large Cap Value ETF | 906,834 | $27.57M | $37.45M | - | $9.88M | 35.83% | -0.048% |
| DFUV Dimensional US Marketwide Value ETF | 80,243 | $3.28M | $4.5M | - | $1.21M | 36.91% | -0.169% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 193,333 | $9.8M | $9.79M | - | -$1,885.11 | -0.02% | +0.01% |
| FCX Freeport-McMoRan Inc. | 5,085 | $258,267 | $354,017.7 | - | $95,750.7 | 37.07% | -0.628% |
| FNDC Schwab Fundamental International Small Company Index ETF | 21,045 | $718,476.26 | $1.04M | - | $322,198.99 | 44.84% | +0.02% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 15,233 | $442,519.1 | $646,564.68 | - | $204,045.58 | 46.11% | -0.574% |
| FNDF Schwab Fundamental International Large Company Index ETF | 19,571 | $649,952.84 | $1.05M | - | $405,021.91 | 62.32% | +0.326% |
| IDA Idacorp Inc. | 4,981 | $544,324.04 | $689,669.26 | - | $145,345.22 | 26.7% | +1.191% |
| JPM JPMorgan Chase & Co. | 1,327 | $318,095 | $449,375.28 | - | $131,280.28 | 41.27% | +0.927% |
| KEYS Keysight Technologies, Inc. | 1,393 | $223,757.6 | $463,952.58 | - | $240,194.98 | 107.35% | -2.637% |
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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 - $4.41M, VANGUARD TOTAL STOCK MKT ETF - $1.26M, Dimensional US Targeted Value ETF - $1M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $993,742.18, and Dimensional US Large Cap Value ETF - $844,300.98. 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 $8.21M earned over time. The largest contributors to dividend income include Dimensional World ex U.S. Core Equity 2 ETF - $3.29M, VANGUARD TOTAL STOCK MKT ETF - $1.1M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $993,016.6, Dimensional US Targeted Value ETF - $975,294.84, and Dimensional US Large Cap Value ETF - $844,300.98. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Ben Warren's strategy be considered aggressive or moderate?
Ben Warren's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
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.
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