CB
Chris Benson Portfolio
Invests via L.K. Benson & Company P.C. | Managed by Chris Benson
Invests via L.K. Benson & Company P.C.
Managed by Chris Benson
Automatically Tracked
Seasoned operator and investor focused on growth-stage technology and fintech companies, with experience spanning product-led scale-ups, capital raising and board-level governance. Chris Benson combines hands-on operating roles with active angel and early-stage venture activity, advising management teams on go-to-market, unit economics and fundraising strategy. Market-facing strengths include diligence on recurring-revenue business models, SaaS metrics and customer retention levers; often participates in seed and Series A rounds and supports portfolio companies on KPI-driven scaling.
Seasoned operator and investor focused on growth-stage technology and fintech companies, with experience spanning product-led scale-ups, capital raising and board-level governance. Chris Benson combines hands-on operating roles with active angel and early-stage venture activity, advising management teams on go-to-market, unit economics and fundraising strategy. Market-facing strengths include diligence on recurring-revenue business models, SaaS metrics and customer retention levers; often participates in seed and Series A rounds and supports portfolio companies on KPI-driven scaling.
Investment Philosophy & Strategy
Combines an operator’s growth mindset with early-stage investor discipline, targeting product-led technology and fintech companies. Emphasizes recurring-revenue models, unit-economics clarity, strong retention and SaaS metrics when underwriting opportunities. Prefers seed and Series A stakes where active board or advisor involvement can accelerate go-to-market and KPI-driven scaling. Capital allocation favors concentrated bets with staged follow-on reserves, leaning long-term on durable revenue streams and measurable customer acquisition efficiency.
Combines an operator’s growth mindset with early-stage investor discipline, targeting product-led technology and fintech companies. Emphasizes recurring-revenue models, unit-economics clarity, strong retention and SaaS metrics when underwriting opportunities. Prefers seed and Series A stakes where active board or advisor involvement can accelerate go-to-market and KPI-driven scaling. Capital allocation favors concentrated bets with staged follow-on reserves, leaning long-term on durable revenue streams and measurable customer acquisition efficiency.
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:
25.29%
Gain +1.25%
Monthly
1.05%
Yearly
13.43%
Drawdown
16.67%
$315.98M
Equity
Holdings
$315.98M
Investment
$275.76M
$41.29M
Profit +$3M
Realized
$1.07M
Unrealized
$40.22M
Dividends
$11.07M
Goals
Avg. 38.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.25%
Profit
$3M
Win %
63%
This Week
Compared To Last Week
Gain
-1.53%
Profit
-$4.91M
Win %
63%
This Month
Compared to last month
Gain
-0.61%
Profit
-$1.94M
Win %
63%
This Year
Compared to last year
Gain
-4.69%
Profit
-$15.54M
Win %
66%
EOSE Eos Energy Enterprises Inc.
+6.67%
+$9,359.35 
LLY Eli Lilly and Company
+3.89%
+$8,930 
NMRK Newmark Group Inc.
+2.5%
+$8,193.66 
IBM International Business Machines Corporation
+2.44%
+$14,541 
BA Boeing Company
+1.86%
+$3,728.41 
BBCA JPMorgan BetaBuilders Canada ETF
+1.82%
+$12,950 
TROW T. Rowe Price Group, Inc.
+1.75%
+$2.09M 
GLD SPDR Gold Shares
+1.65%
+$8,418.41 
WMT Walmart Inc.
+1.57%
+$24,424.4 
SCHA Schwab U.S. Small-Cap ETF
+1.5%
+$42,644.16 
QVAL Alpha Architect U.S. Quantitative Value ETF
+1.49%
+$33,405.66 
VB Vanguard Small-Cap ETF
+1.41%
+$16,614.32 
TMSL T. Rowe Price Small-Mid Cap ETF
+1.38%
+$4,126.43 
SMMD iShares Russell 2500 ETF
+1.35%
+$12,282.36 
MTB M&T Bank Corporation
+1.31%
+$14,702.66 
VXF Vanguard Extended Market ETF
+1.26%
+$62,369.28 
MSFT Microsoft Corp.
+1.25%
+$14,745.24 
HYT BlackRock Corporate High Yield Fund, Inc.
+1.21%
+$1,452.96 
VNQ Vanguard Real Estate ETF
+1.19%
+$12,199.1 
DFSV Dimensional US Small Cap Value ETF
+1.15%
+$4,540.53 
IWR iShares Russell Mid-Cap ETF
+1.15%
+$5,933.4 
DFAT Dimensional US Targeted Value ETF
+1.11%
+$15,108.6 
IJH iShares Core S&P Mid-Cap ETF
+0.98%
+$2,249.99 
AVUV Avantis U.S. Small Cap Value ETF
+0.94%
+$33,517.12 
AVMU Avantis Core Municipal Fixed Income ETF
+0.93%
+$9,398.23 
EFA iShares MSCI EAFE ETF
+0.93%
+$2,424.31 
VIG Vanguard Dividend Appreciation ETF
+0.93%
+$4,835.16 
VO Vanguard Mid-Cap ETF
+0.92%
+$4,000.43 
VCRM Vanguard Core Tax-Exempt Bond Fund
+0.9%
+$10,440.3 
VTV Vanguard Value ETF
+0.81%
+$28,953 
IEFA iShares Core MSCI EAFE ETF
+0.81%
+$2,027.4 
IWP iShares Russell Mid-Cap Growth ETF
+0.79%
+$2,463.48 
MUB iShares National Muni Bond ETF
+0.79%
+$6,168.72 
DFIV Dimensional International Value ETF
+0.78%
+$33,916.95 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$4,281.16 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$28,365.05 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.72%
+$1,738.8 
AVDE Avantis International Equity ETF
+0.71%
+$20,208.24 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.7%
+$6,034.05 
DFLV Dimensional US Large Cap Value ETF
+0.69%
+$13,763.22 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.66%
+$3,270.03 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.65%
+$2,068.57 
VCRB Vanguard Core Bond ETF
+0.64%
+$3,753.77 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$1,200.29 
AVIG Avantis Core Fixed Income ETF
+0.62%
+$9,614.29 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$2,875.65 
AGG iShares Core U.S. Aggregate Bond ETF
+0.6%
+$13,121.97 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$45,502.62 
FNDF Schwab Fundamental International Large Company Index ETF
+0.56%
+$13,996.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.55%
+$15,197.72 
LRGF iShares U.S. Equity Factor ETF
+0.53%
+$1,734.6 
VYM Vanguard High Dividend Yield ETF
+0.51%
+$2,099.52 
AOK iShares Core Conservative Allocation ETF
+0.51%
+$4,800.69 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$6,794.55 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$35,215.92 
SCHF Schwab International Equity ETF
+0.5%
+$35,405.78 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$52,615.02 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.46%
+$3,224.03 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.45%
+$5,699.25 
IVAL Alpha Architect International Quantitative Value ETF
+0.44%
+$4,527.57 
SCHP Schwab U.S. TIPS ETF
+0.43%
+$4,912.82 
AVUS Avantis U.S. Equity ETF
+0.43%
+$3,164.7 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.42%
+$2,979.48 
VT Vanguard Total World Stock ETF
+0.42%
+$8,997.12 
IEI iShares 3-7 Year Treasury Bond ETF
+0.41%
+$2,398.88 
GOOG Alphabet Inc
+0.41%
+$2,228.82 
DFUS Dimensional U.S. Equity Market ETF
+0.4%
+$18,363.69 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$10,225.68 
VOO Vanguard S&P 500 ETF
+0.39%
+$21,711.88 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.38%
+$2,841.66 
SPY SPDR S&P 500 ETF Trust
+0.36%
+$3,721.23 
IVV iShares Core S&P 500 ETF
+0.35%
+$15,937.8 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.35%
+$48,364.75 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.33%
+$14,866.82 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.33%
+$1,684.47 
BNDX Vanguard Total International Bond ETF
+0.31%
+$2,670.32 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$4,527.8 
TGRW T. Rowe Price Growth Stock ETF
+0.26%
+$678.32 
ABBV AbbVie Inc.
+0.23%
+$1,239.24 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$1,505 
KO The Coca-Cola Company
+0.22%
+$768.13 
BSV Vanguard Short-Term Bond ETF
+0.2%
+$2,583.39 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.17%
+$1,858.64 
SHY iShares 1-3 Year Treasury Bond ETF
+0.14%
+$1,539.23 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$500.89 
JNJ Johnson & Johnson
+0.08%
+$315.4 
VUG Vanguard Growth ETF
+0.08%
+$188.37 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.07%
+$505.07 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.07%
+$194.99 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$325.04 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$125.89 
AAUS Alpha Architect U.S. Equity ETF
+0.03%
+$370.36 
AVDV Avantis International Small Cap Value ETF
+0.02%
+$384.35 
QQQ Invesco QQQ Trust, Series 1
+0.02%
+$80.9 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$79.91 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$48.01 
XLE Energy Select Sector SPDR Fund
-1.86%
-$7,383.16 
NVDA NVIDIA Corporation
-1.7%
-$4,066.2 
XOM Exxon Mobil Corporation
-1.66%
-$9,678.46 
FRDM Freedom 100 Emerging Markets ETF
-1.23%
-$11,817.09 
IMOM Alpha International Quantitative Momentum ETF
-1.14%
-$10,178.71 
AMLP Alerian MLP ETF
-0.88%
-$2,676.28 
DFAE Dimensional Emerging Core Equity Market ETF
-0.81%
-$4,315.51 
AVEM Avantis Emerging Markets Equity ETF
-0.75%
-$13,939.94 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.74%
-$13,726.78 
XLK State Street Technology Select Sector SPDR ETF
-0.57%
-$1,307.99 
FTLS First Trust Long/Short Equity ETF
-0.36%
-$1,061.1 
VWO Vanguard FTSE Emerging Markets ETF
-0.18%
-$1,638.32 
JPM JPMorgan Chase & Co.
-0.14%
-$642.62 
SCHE Schwab Emerging Markets Equity ETF
-0.1%
-$1,226.71 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.05%
-$180.42 
FALN iShares Fallen Angels USD Bond ETF
-0.04%
-$221.64 
AAPL Apple Inc.
-0.04%
-$619.27 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.02%
-$2,585.38 
CAOS Alpha Architect Tail Risk ETF
-0.01%
-$851.38 Events
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Dividends
Dividend Analysis
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| Trades 625 | Longs Won 432/625 69% | Profit Factor 12.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $535,192.27 |
| Average Win $103,831.43 | Best Trade (Oct 15) $12.26M | Sharpe Ratio -12.16 |
| Average Loss -$18,488.1 | Worst Trade (Oct 14) -$1.49M | Z-Score 5.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $66,059.16 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 16,949 | 15,254 | 13,559 | 11,864 | 10,169 | 8,475 | 6,780 | 5,085 | 3,390 | 1,695 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,161 | $1.32M | $1.77M | - | $453,924.35 | 34.51% | -0.035% |
| AAUS Alpha Architect U.S. Equity ETF | 23,439 | $1.27M | $1.45M | - | $188,669.58 | 14.91% | +0.025% |
| ABBV AbbVie Inc. | 1,892 | $339,509.37 | $537,583.42 | - | $198,074.05 | 58.34% | +0.231% |
| AGG iShares Core U.S. Aggregate Bond ETF | 23,021 | $2.24M | $2.2M | - | -$48,494.56 | -2.16% | +0.601% |
| AMLP Alerian MLP ETF | 5,818 | $282,428.47 | $302,070.56 | - | $19,642.09 | 6.95% | -0.878% |
| AOK iShares Core Conservative Allocation ETF | 23,418 | $971,378 | $950,185.35 | - | -$21,192.65 | -2.18% | +0.508% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 14,329 | $688,751.25 | $699,900 | - | $11,148.75 | 1.62% | +0.463% |
| AVDE Avantis International Equity ETF | 31,824 | $1.99M | $2.86M | - | $868,975.21 | 43.62% | +0.711% |
| AVDV Avantis International Small Cap Value ETF | 15,374 | $1M | $1.65M | - | $649,199.91 | 64.89% | +0.023% |
| AVEM Avantis Emerging Markets Equity ETF | 20,500 | $1.21M | $1.85M | - | $639,723.38 | 52.77% | -0.747% |
| AVIG Avantis Core Fixed Income ETF | 39,242 | $1.6M | $1.56M | - | -$45,119.36 | -2.81% | +0.62% |
| AVMU Avantis Core Municipal Fixed Income ETF | 23,286 | $1.07M | $1.02M | - | -$57,191.56 | -5.32% | +0.933% |
| AVUS Avantis U.S. Equity ETF | 5,754 | $562,800.47 | $746,869.2 | - | $184,068.73 | 32.71% | +0.426% |
| AVUV Avantis U.S. Small Cap Value ETF | 29,926 | $2.89M | $3.6M | - | $713,218.62 | 24.7% | +0.94% |
| BA Boeing Company | 1,087 | $227,759 | $204,453.83 | - | -$23,305.17 | -10.23% | +1.857% |
| BBCA JPMorgan BetaBuilders Canada ETF | 7,000 | $494,130 | $726,040 | - | $231,910 | 46.93% | +1.816% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,638 | $205,420.98 | $193,958.95 | - | -$11,462.03 | -5.58% | +0.623% |
| BND Vanguard Total Bond Market Index Fund | 110,982 | $8.08M | $7.86M | - | -$221,648.35 | -2.74% | +0.582% |
| BNDX Vanguard Total International Bond ETF | 18,416 | $901,631.14 | $869,143.12 | - | -$32,488.02 | -3.6% | +0.308% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 5,687 | $517,183.22 | $499,631.38 | - | -$17,551.84 | -3.39% | +0.659% |
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FAQ
Which stocks have generated the highest profits for Chris Benson?
The largest contributions to the portfolio's profits come from the following stocks: T. Rowe Price Group, Inc - $5.34M, Vanguard Total International Stock Index Fund Investor Shares - $469,696.48, Vanguard Total Bond Market Index Fund - $439,125.36, Schwab International Equity ETF - $381,606.12, and Schwab Intermediate-Term U.S. Treasury ETF - $316,169.63. 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: Eli Lilly and Company - $28,776.3, Abbott Laboratories - $8,045.74, Cambria Tail Risk ETF - $2,908.66, and Merck & Co., Inc - $2,393.8. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chris Benson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11.07M earned over time. The largest contributors to dividend income include T. Rowe Price Group, Inc - $5.42M, Vanguard Total International Stock Index Fund Investor Shares - $464,464.03, Vanguard Total Bond Market Index Fund - $438,985.04, Schwab Intermediate-Term U.S. Treasury ETF - $316,169.63, and Schwab International Equity ETF - $271,160.67. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chris Benson's monthly returns?
Chris Benson'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 Chris Benson's strategy be considered aggressive or moderate?
Chris Benson'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 Chris Benson's strategy?
Chris Benson'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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