Travis Bettfreund Portfolio
Invests via K2 Financial Inc. | Managed by Travis Bettfreund, Kevin Kurimoto
Invests via K2 Financial Inc.
Managed by Travis Bettfreund, Kevin Kurimoto
Automatically Tracked
Seasoned technology operator and investor focused on early-stage SaaS and enterprise software, with experience scaling product and go-to-market teams. Travis Bettfreund is known for leading growth and corporate development initiatives, advising startups on fundraising, KPIs and exit strategy. Active angel and seed investor, often participates in follow-on rounds alongside institutional VCs. Market-facing profile emphasizes operational diligence, unit-economics and founder alignment.
Seasoned technology operator and investor focused on early-stage SaaS and enterprise software, with experience scaling product and go-to-market teams. Travis Bettfreund is known for leading growth and corporate development initiatives, advising startups on fundraising, KPIs and exit strategy. Active angel and seed investor, often participates in follow-on rounds alongside institutional VCs. Market-facing profile emphasizes operational diligence, unit-economics and founder alignment.
Investment Philosophy & Strategy
Focuses on early-stage SaaS and enterprise software, prioritizing founders with strong product-market fit and clear unit-economics. Prefers concentrated seed and angel stakes with reserve capital for follow-ons alongside institutional partners. Investment decisions hinge on operational diligence, scalable go-to-market plans, measurable KPIs and alignment on exit strategy. Time horizon is multi-year growth through product-led scaling; risk managed via staged capital, founder alignment, and emphasis on metrics-driven milestones.
Focuses on early-stage SaaS and enterprise software, prioritizing founders with strong product-market fit and clear unit-economics. Prefers concentrated seed and angel stakes with reserve capital for follow-ons alongside institutional partners. Investment decisions hinge on operational diligence, scalable go-to-market plans, measurable KPIs and alignment on exit strategy. Time horizon is multi-year growth through product-led scaling; risk managed via staged capital, founder alignment, and emphasis on metrics-driven milestones.
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:
22.89%
Gain +0.39%
Monthly
0.96%
Yearly
12.21%
Drawdown
10.02%
$139.72M
Equity
Holdings
$139.72M
Investment
$120.25M
$23.23M
Profit +$465,046.52
Realized
$3.75M
Unrealized
$19.47M
Dividends
$5.67M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.39%
Profit
$465,046.52
Win %
62%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$456,796.84
Win %
62%
This Month
Compared to last month
Gain
0.47%
Profit
$653,781.2
Win %
62%
This Year
Compared to last year
Gain
-0.23%
Profit
-$490,078.77
Win %
67%
MCD McDonald's Corporation
+2.25%
+$20,153.61 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.5%
+$6,744.95 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+1.24%
+$9,915.17 
ACWV iShares MSCI Global Minimum Volatility ETF
+1.19%
+$30,492 
HYD VanEck High Yield Muni ETF
+1.12%
+$11,713.68 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1.09%
+$8,634.05 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.06%
+$7,231.68 
SPEU SPDR Portfolio Europe ETF
+1.06%
+$11,094.92 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+1%
+$28,409.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.93%
+$11,017.74 
IWN iShares Russell 2000 Value ETF
+0.93%
+$1,861.47 
NOC Northrop Grumman Corporation
+0.87%
+$4,116.05 
SCHM Schwab U.S. Mid-Cap ETF
+0.82%
+$13,588.21 
SCHA Schwab U.S. Small-Cap ETF
+0.8%
+$42,396.81 
VTV Vanguard Value ETF
+0.75%
+$23,791.35 
DFAS Dimensional U.S. Small Cap ETF
+0.74%
+$3,333.28 
MUB iShares National Muni Bond ETF
+0.74%
+$34,917 
MBB iShares MBS ETF
+0.71%
+$11,904 
VTEB Vanguard Tax-Exempt Bond ETF
+0.69%
+$37,158.66 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+0.65%
+$35,990.4 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.62%
+$21,695.56 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.61%
+$13,023.45 
BND Vanguard Total Bond Market Index Fund
+0.59%
+$45,853.76 
DUHP Dimensional US High Profitability ETF
+0.58%
+$11,087.72 
CGCB Capital Group Core Bond ETF
+0.58%
+$1,399.97 
SCHV Schwab U.S. Large-Cap Value ETF
+0.57%
+$10,522 
DFIV Dimensional International Value ETF
+0.55%
+$2,772.14 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.54%
+$10,422.45 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
+0.5%
+$9,126.62 
SCHP Schwab U.S. TIPS ETF
+0.49%
+$15,452.62 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.47%
+$9,258.65 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
+0.46%
+$1,029.48 
DFAI Dimensional International Core Equity Market ETF
+0.41%
+$1,324.64 
IEFA iShares Core MSCI EAFE ETF
+0.41%
+$4,689.44 
LEND SEI High Yield Bond & Alternative Credit ETF
+0.33%
+$1,049.6 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$1,912.76 
BNDX Vanguard Total International Bond ETF
+0.3%
+$14,500.45 
SUB iShares Short-Term National Muni Bond ETF
+0.26%
+$9,294.21 
SPHY SPDR Portfolio High Yield Bond ETF
+0.2%
+$6,694.34 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.17%
+$1,535.32 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.13%
+$408.65 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.12%
+$15,238.64 
SCHX Schwab U.S. Large-Cap ETF
+0.1%
+$11,495.6 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$942.5 
DFUS Dimensional U.S. Equity Market ETF
+0.06%
+$969 
TFLR T. Rowe Price Floating Rate ETF
+0.06%
+$337.5 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$89.46 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$72.27 
PAAA PGIM AAA CLO ETF
+0.01%
+$308.69 
IEMG iShares Core MSCI Emerging Markets ETF
-1.09%
-$20,768.14 
CVX Chevron Corporation
-0.96%
-$5,730.95 
GMF SPDR S&P Emerging Asia Pacific ETF
-0.68%
-$3,728.97 
DXJ WisdomTree Japan Hedged Equity Fund
-0.67%
-$4,409.23 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-0.5%
-$26,203.73 
VUG Vanguard Growth ETF
-0.44%
-$12,982.07 
SPEM SPDR Portfolio Emerging Markets ETF
-0.44%
-$2,920.95 
VWO Vanguard FTSE Emerging Markets ETF
-0.35%
-$17,882.97 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.32%
-$7,435.56 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.28%
-$7,536.15 
SCHC Schwab International Small-Cap Equity ETF
-0.24%
-$2,073.22 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 282/406 69% | Profit Factor 17.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $277,807.15 |
| Average Win $87,401.03 | Best Trade (Oct 14) $3.92M | Sharpe Ratio -98.88 |
| Average Loss -$11,441.27 | Worst Trade (Oct 14) -$179,901.78 | Z-Score 2.61 (99.08%) |
| Commissions $0 | Avg. Trade Length 1y 2w 3d | Expectancy $57,212.74 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWV iShares MSCI Global Minimum Volatility ETF | 20,328 | $2.22M | $2.59M | - | $374,088.76 | 16.89% | +1.192% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 100,482 | $2.16M | $2.64M | - | $480,258.1 | 22.24% | -0.285% |
| BND Vanguard Total Bond Market Index Fund | 110,491 | $8M | $7.82M | - | -$175,989.71 | -2.2% | +0.589% |
| BNDX Vanguard Total International Bond ETF | 101,829 | $4.95M | $4.81M | - | -$145,838.89 | -2.95% | +0.303% |
| CGCB Capital Group Core Bond ETF | 9,655 | $255,221.88 | $244,030.12 | - | -$11,191.76 | -4.39% | +0.577% |
| CLIP Global X 1-3 Month T-Bill ETF | 4,818 | $482,828.05 | $482,763.6 | - | -$64.45 | -0.01% | +0.015% |
| CVX Chevron Corporation | 2,678 | $388,835.21 | $588,892.17 | - | $200,056.96 | 51.45% | -0.964% |
| DFAI Dimensional International Core Equity Market ETF | 7,792 | $226,954.24 | $322,277.12 | - | $95,322.88 | 42% | +0.413% |
| DFAS Dimensional U.S. Small Cap ETF | 5,797 | $372,821.17 | $451,209.49 | - | $78,388.32 | 21.03% | +0.744% |
| DFIV Dimensional International Value ETF | 9,089 | $322,059.47 | $509,211.22 | - | $187,151.75 | 58.11% | +0.547% |
| DFUS Dimensional U.S. Equity Market ETF | 19,380 | $1.23M | $1.62M | - | $395,288.12 | 32.19% | +0.06% |
| DUHP Dimensional US High Profitability ETF | 45,256 | $1.54M | $1.93M | - | $390,802.53 | 25.41% | +0.578% |
| DXJ WisdomTree Japan Hedged Equity Fund | 10,887 | $410,458.91 | $649,790.59 | - | $239,331.68 | 58.31% | -0.674% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 10,871 | $211,658.23 | $225,352.57 | - | $13,694.34 | 6.47% | +0.459% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,870 | $347,448.15 | $457,073.85 | - | $109,625.7 | 31.55% | +1.498% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 73,013 | $1.71M | $1.82M | - | $109,046.77 | 6.37% | +0.503% |
| GMF SPDR S&P Emerging Asia Pacific ETF | 3,598 | $426,635.68 | $548,946.86 | - | $122,311.18 | 28.67% | -0.675% |
| HYD VanEck High Yield Muni ETF | 21,692 | $1.11M | $1.06M | - | -$53,660.21 | -4.82% | +1.119% |
| HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | 33,859 | $851,846.82 | $803,304.77 | - | -$48,542.05 | -5.7% | +1.086% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 22,310 | $1.56M | $1.99M | - | $430,629.64 | 27.65% | +0.468% |
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FAQ
Which stocks have generated the highest profits for Travis Bettfreund?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $2.47M, VANGUARD FTSE DEVELOPED MARKETS ETF - $773,281.76, Vanguard Total Bond Market Index Fund - $413,706.75, SPDR Portfolio High Yield Bond ETF - $356,372.47, and Vanguard Tax-Exempt Bond ETF - $290,597.72. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Travis Bettfreund's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.67M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $527,739.28, Vanguard Total Bond Market Index Fund - $413,706.75, SPDR Portfolio High Yield Bond ETF - $356,372.47, Vanguard Tax-Exempt Bond ETF - $289,473.87, and iShares National Muni Bond ETF - $288,883.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Travis Bettfreund's monthly returns?
Travis Bettfreund'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 Travis Bettfreund's strategy be considered aggressive or moderate?
Travis Bettfreund'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 Travis Bettfreund's strategy?
Travis Bettfreund'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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