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:
25.91%
Gain -0.03%
Monthly
1.16%
Yearly
14.83%
Drawdown
10.02%
$142.62M
Equity
Holdings
$142.62M
Investment
$120.25M
$26.13M
Profit -$39,654.74
Realized
$3.75M
Unrealized
$22.37M
Dividends
$5.2M
Goals
Avg. 68.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.03%
Profit
-$39,654.74
Win %
71%
This Week
Compared To Last Week
Gain
-0.03%
Profit
-$39,654.74
Win %
71%
This Month
Compared to last month
Gain
1.64%
Profit
$2.3M
Win %
71%
This Year
Compared to last year
Gain
1.84%
Profit
$2.41M
Win %
75%
CVX Chevron Corporation
+2.35%
+$12,104.56 
NOC Northrop Grumman Corporation
+1.43%
+$7,286.65 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$24,569.66 
VUG Vanguard Growth ETF
+1.1%
+$30,565.38 
GMF SPDR S&P Emerging Asia Pacific ETF
+0.96%
+$5,217.1 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$48,851.04 
MCD McDonald's Corporation
+0.82%
+$8,256.64 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,062.98 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,523.37 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$10,852.82 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$76,369.36 
SELV SEI Enhanced Low Volatility U.S. Large Cap Fund
+0.5%
+$3,865.14 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.47%
+$24,720.5 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+0.32%
+$8,690.09 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$1,054.89 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1,487.63 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$144.54 
TFLR T. Rowe Price Floating Rate ETF
+0.03%
+$168.75 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$344.23 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LEND SEI High Yield Bond & Alternative Credit ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
EFAV iShares MSCI EAFE Min Vol Factor ETF
-1.09%
-$4,967.4 
DXJ WisdomTree Japan Hedged Equity Fund
-0.73%
-$4,645.12 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$14,724.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,263.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$89,526.25 
CGCB Capital Group Core Bond ETF
-0.66%
-$1,641.35 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,103.86 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,479.36 
DFIV Dimensional International Value ETF
-0.47%
-$2,454.03 
SPEU SPDR Portfolio Europe ETF
-0.46%
-$5,140.2 
SCHC Schwab International Small-Cap Equity ETF
-0.41%
-$3,605.6 
MBB iShares MBS ETF
-0.4%
-$6,882 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$21,614.06 
PAAA PGIM AAA CLO ETF
-0.37%
-$11,730.41 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$8,334.48 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$6,752.9 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,592.54 
VTV Vanguard Value ETF
-0.27%
-$8,507.07 
DUHP Dimensional US High Profitability ETF
-0.27%
-$4,978.16 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$4,856.31 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$20,993.29 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$4,366.08 
IWN iShares Russell 2000 Value ETF
-0.25%
-$529.08 
EBND SPDR Bloomberg Emerging Markets Local Bond ETF
-0.24%
-$543.55 
BNDX Vanguard Total International Bond ETF
-0.23%
-$11,201.19 
BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF
-0.21%
-$5,024.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,399.68 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$811.59 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.16%
-$1,354.36 
EMLC VanEck J.P. Morgan EM Local Currency Bond ETF
-0.16%
-$2,920.52 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$3,708.63 
MUB iShares National Muni Bond ETF
-0.11%
-$5,586.72 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$5,630.1 
HYD VanEck High Yield Muni ETF
-0.1%
-$1,084.6 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$3,556.65 
SEIV SEI Enhanced U.S. Large Cap Value Fund
-0.06%
-$3,374.1 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.05%
-$906.3 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$471.25 Events
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Dividends
Dividend Analysis
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| Trades 406 | Longs Won 307/406 75% | Profit Factor 50.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $303,782.94 |
| Average Win $86,831.78 | Best Trade (Aug 28) $4.64M | Sharpe Ratio -9.87 |
| Average Loss -$5,355.27 | Worst Trade (Aug 28) -$88,128.02 | Z-Score 10.36 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3w 2d | Expectancy $64,352.67 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ACWV iShares MSCI Global Minimum Volatility ETF | 20,328 | $2.22M | $2.53M | - | $315,340.84 | 14.24% | -0.328% |
| BCI abrdn Bloomberg All Commodity Strategy K-1 Free ETF | 100,482 | $2.16M | $2.4M | - | $244,627.81 | 11.33% | -0.209% |
| BND Vanguard Total Bond Market Index Fund | 110,491 | $8M | $7.98M | - | -$19,644.94 | -0.25% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 101,829 | $4.95M | $4.86M | - | -$87,022.46 | -1.76% | -0.23% |
| CGCB Capital Group Core Bond ETF | 9,655 | $255,221.88 | $248,616.25 | - | -$6,605.63 | -2.59% | -0.656% |
| CLIP Global X 1-3 Month T-Bill ETF | 4,818 | $482,828.05 | $483,679.02 | - | $850.97 | 0.18% | +0.03% |
| CVX Chevron Corporation | 2,678 | $388,835.21 | $527,110.74 | - | $138,275.53 | 35.56% | +2.35% |
| DFAI Dimensional International Core Equity Market ETF | 7,792 | $226,954.24 | $328,043.18 | - | $101,088.94 | 44.54% | -0.637% |
| DFAS Dimensional U.S. Small Cap ETF | 5,797 | $372,821.17 | $469,730.9 | - | $96,909.73 | 25.99% | -0.172% |
| DFIV Dimensional International Value ETF | 9,089 | $322,059.47 | $520,527.03 | - | $198,467.56 | 61.62% | -0.469% |
| DFUS Dimensional U.S. Equity Market ETF | 19,380 | $1.23M | $1.58M | - | $353,233.52 | 28.77% | +0.691% |
| DUHP Dimensional US High Profitability ETF | 45,256 | $1.54M | $1.86M | - | $325,407.61 | 21.16% | -0.266% |
| DXJ WisdomTree Japan Hedged Equity Fund | 3,629 | $410,455.29 | $630,103.27 | - | $219,647.98 | 53.51% | -0.732% |
| EBND SPDR Bloomberg Emerging Markets Local Bond ETF | 10,871 | $211,658.23 | $227,638.74 | - | $15,980.51 | 7.55% | -0.238% |
| EFAV iShares MSCI EAFE Min Vol Factor ETF | 4,870 | $347,448.15 | $452,617.8 | - | $105,169.65 | 30.27% | -1.086% |
| EMLC VanEck J.P. Morgan EM Local Currency Bond ETF | 73,013 | $1.71M | $1.86M | - | $146,648.47 | 8.56% | -0.157% |
| GMF SPDR S&P Emerging Asia Pacific ETF | 3,598 | $426,635.68 | $546,500.22 | - | $119,864.54 | 28.1% | +0.964% |
| HYD VanEck High Yield Muni ETF | 21,692 | $1.11M | $1.09M | - | -$22,966.03 | -2.06% | -0.099% |
| HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF | 33,859 | $851,846.82 | $842,750.51 | - | -$9,096.31 | -1.07% | -0.16% |
| IDEV iShares Core MSCI International Developed Markets ETF (IDEV) | 22,310 | $1.56M | $2.02M | - | $461,194.34 | 29.61% | -0.724% |
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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 - $2.46M, VANGUARD FTSE DEVELOPED MARKETS ETF - $739,471.03, Vanguard Total Bond Market Index Fund - $385,763.58, SPDR Portfolio High Yield Bond ETF - $314,891.4, and abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $282,373.39. 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 $5.2M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $493,928.55, Vanguard Total Bond Market Index Fund - $385,763.58, SPDR Portfolio High Yield Bond ETF - $314,891.4, abrdn Bloomberg All Commodity Strategy K-1 Free ETF - $264,078.28, and iShares National Muni Bond ETF - $262,385.9. 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.
