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:
0.85%
Gain
Monthly
0.05%
Yearly
0.55%
Drawdown
19.58%
$152.99M
Equity
Holdings
$152.99M
Investment
$131.16M
$22.71M
Profit -$1.32M
Realized
$880,682.76
Unrealized
$21.83M
Dividends
$5M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.32M
Win %
76%
This Week
Compared To Last Week
Gain
-1.64%
Profit
-$2.56M
Win %
76%
This Month
Compared to last month
Gain
-1.62%
Profit
-$2.52M
Win %
76%
This Year
Compared to last year
Gain
7.54%
Profit
$10.54M
Win %
77%
NOC Northrop Grumman Corporation
+2.26%
+$11,183.05 
CVX Chevron Corporation
+2.15%
+$10,589.07 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+1%
+$7,544.53 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+0.9%
+$4,007.36 
MCD McDonald's Corporation
+0.68%
+$6,924.28 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
+0.64%
+$15,699.6 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.48%
+$11,622.78 
VTV Vanguard Value ETF
+0.37%
+$11,464 
SCHP Schwab U.S. TIPS ETF
+0.33%
+$9,980.44 
USMV iShares MSCI USA Min Vol Factor ETF
+0.32%
+$3,698.3 
CGCB Capital Group Core Bond ETF
+0.29%
+$707.92 
MBB iShares MBS ETF
+0.28%
+$4,656.05 
BND Vanguard Total Bond Market Index Fund
+0.24%
+$18,519.2 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.23%
+$4,847.53 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
+0.21%
+$7,024.71 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.16%
+$1,462.49 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.13%
+$915.43 
HYD VanEck High Yield Muni ETF
+0.11%
+$1,131.18 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.08%
+$859.86 
BNDX Vanguard Total International Bond ETF
+0.07%
+$3,403.51 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$113.47 
MUB iShares National Muni Bond ETF
+0.04%
+$2,016.08 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$121 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$1,057.02 
PAAA PGIM AAA CLO ETF
+0.02%
+$597.65 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$188.59 
IEMG iShares Core MSCI Emerging Markets ETF
-3.3%
-$63,055.2 
DXJ WisdomTree Japan Hedged Equity Fund
-2.98%
-$19,287.9 
VWO Vanguard FTSE Emerging Markets ETF
-2.65%
-$135,280.08 
SPEM SPDR Portfolio Emerging Markets ETF
-2.61%
-$17,505.46 
VUG Vanguard Growth ETF
-2.58%
-$437,633.04 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
-2.35%
-$131,714.76 
GMF SPDR S&P Emerging Asia Pacific ETF
-2.29%
-$12,580.29 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.99%
-$45,649.3 
SCHC Schwab International Small-Cap Equity ETF
-1.6%
-$13,974.73 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.52%
-$4,769.34 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$195,729.89 
VBK Vanguard Small-Cap Growth ETF
-1.44%
-$8,682.59 
DFUS Dimensional U.S. Equity Market ETF
-1.3%
-$23,184.76 
SCHX Schwab U.S. Large-Cap ETF
-1.3%
-$156,106.72 
SCHA Schwab U.S. Small-Cap ETF
-1.28%
-$76,821.8 
IEFA iShares Core MSCI EAFE ETF
-1.14%
-$13,366.1 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-1.1%
-$21,287.56 
DFAI Dimensional International Core Equity Market ETF
-0.94%
-$3,453.45 
DUHP Dimensional US High Profitability ETF
-0.9%
-$16,959.37 
SCHM Schwab U.S. Mid-Cap ETF
-0.74%
-$12,710.1 
SPEU SPDR Portfolio Europe ETF
-0.58%
-$6,284.76 
DFIV Dimensional International Value ETF
-0.52%
-$3,013.39 
DFAS Dimensional U.S. Small Cap ETF
-0.51%
-$2,733.36 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.36%
-$20,399.22 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.34%
-$774.06 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.33%
-$5,874.52 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
-0.3%
-$8,012.87 
SCHV Schwab U.S. Large-Cap Value ETF
-0.25%
-$4,666.67 
SPHY SPDR Portfolio High Yield Bond ETF
-0.06%
-$2,127.16 
IWN iShares Russell 2000 Value ETF
-0.06%
-$136.51 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.06%
-$516.57 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.01%
-$287.17 
TFLR T. Rowe Price Floating Rate ETF
-0.01%
-$39.72 Events
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Dividends
Dividend Analysis
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| Trades 348 | Longs Won 270/348 77% | Profit Factor 83.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,416.12 |
| Average Win $85,136.94 | Best Trade (Jul 14) $4.18M | Sharpe Ratio -83.75 |
| Average Loss -$3,529.71 | Worst Trade (Jul 10) -$49,842.66 | Z-Score 13.98 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 5d | Expectancy $65,263.38 |
| 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 | 43,478 | 39,130 | 34,783 | 30,435 | 26,087 | 21,739 | 17,391 | 13,043 | 8,696 | 4,348 |
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Returns
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