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:
31.88%
Gain +0.78%
Monthly
1.39%
Yearly
18.01%
Drawdown
16.67%
$329.11M
Equity
Holdings
$329.11M
Investment
$275.76M
$54.42M
Profit +$1.82M
Realized
$1.07M
Unrealized
$53.35M
Dividends
$8.95M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.78%
Profit
$1.82M
Win %
65%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$2M
Win %
65%
This Month
Compared to last month
Gain
-0.63%
Profit
-$2.08M
Win %
65%
This Year
Compared to last year
Gain
-0.73%
Profit
-$2.41M
Win %
68%
EOSE Eos Energy Enterprises Inc.
+18.42%
+$40,317.2 
NVDA NVIDIA Corporation
+3.31%
+$7,776 
DFSV Dimensional US Small Cap Value ETF
+1.8%
+$7,410.98 
BA Boeing Company
+1.73%
+$3,858.85 
MTB M&T Bank Corporation
+1.69%
+$20,345.59 
AVUV Avantis U.S. Small Cap Value ETF
+1.68%
+$62,545.34 
DFAT Dimensional US Targeted Value ETF
+1.61%
+$22,916.4 
JNJ Johnson & Johnson
+1.3%
+$5,543.15 
GLD SPDR Gold Shares
+1.18%
+$6,344.4 
BRK-B Berkshire Hathaway Inc.
+1.11%
+$5,353.6 
KO The Coca-Cola Company
+1%
+$3,297.36 
TROW T. Rowe Price Group, Inc.
+0.88%
+$1.15M 
SMMD iShares Russell 2500 ETF
+0.86%
+$8,295.98 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.77%
+$17,396.87 
SCHA Schwab U.S. Small-Cap ETF
+0.77%
+$23,098.92 
BBCA JPMorgan BetaBuilders Canada ETF
+0.77%
+$5,600 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.74%
+$6,436.32 
DFLV Dimensional US Large Cap Value ETF
+0.72%
+$14,487.6 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.71%
+$2,282.56 
AVUS Avantis U.S. Equity ETF
+0.69%
+$5,149.83 
TGRW T. Rowe Price Growth Stock ETF
+0.68%
+$1,728.72 
WMT Walmart Inc.
+0.66%
+$9,326.9 
VYM Vanguard High Dividend Yield ETF
+0.65%
+$2,760.48 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.64%
+$18,397.24 
VTV Vanguard Value ETF
+0.63%
+$22,840.54 
IJH iShares Core S&P Mid-Cap ETF
+0.63%
+$1,489.43 
LRGF iShares U.S. Equity Factor ETF
+0.62%
+$1,982.4 
TMSL T. Rowe Price Small-Mid Cap ETF
+0.62%
+$1,933.1 
SCHF Schwab International Equity ETF
+0.61%
+$44,585.05 
VB Vanguard Small-Cap ETF
+0.61%
+$7,495.24 
IMOM Alpha International Quantitative Momentum ETF
+0.59%
+$5,474.88 
GOOG Alphabet Inc
+0.57%
+$3,024.8 
AVDE Avantis International Equity ETF
+0.5%
+$14,798.16 
XLE Energy Select Sector SPDR Fund
+0.49%
+$1,882.56 
IWR iShares Russell Mid-Cap ETF
+0.48%
+$2,536.05 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$9,225 
DFUS Dimensional U.S. Equity Market ETF
+0.47%
+$21,608.86 
DFIV Dimensional International Value ETF
+0.47%
+$21,441.75 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$52,023.54 
AVDV Avantis International Small Cap Value ETF
+0.46%
+$7,840.74 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$4,611.59 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$2,505.78 
EFA iShares MSCI EAFE ETF
+0.46%
+$1,232.87 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.44%
+$64,208.37 
VOO Vanguard S&P 500 ETF
+0.44%
+$24,210.77 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.44%
+$5,547.27 
IVV iShares Core S&P 500 ETF
+0.43%
+$19,714.42 
VXF Vanguard Extended Market ETF
+0.43%
+$21,980.84 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.42%
+$547.4 
DFAI Dimensional International Core Equity Market ETF
+0.42%
+$2,446.38 
FNDF Schwab Fundamental International Large Company Index ETF
+0.42%
+$10,730.88 
VT Vanguard Total World Stock ETF
+0.41%
+$8,997.12 
IEFA iShares Core MSCI EAFE ETF
+0.41%
+$1,072.56 
SCHB Schwab U.S. Broad Market ETF
+0.41%
+$5,435.64 
SCHX Schwab U.S. Large-Cap ETF
+0.4%
+$10,225.59 
AAPL Apple Inc.
+0.36%
+$6,012.56 
VO Vanguard Mid-Cap ETF
+0.36%
+$1,567.74 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.36%
+$15,748.75 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.34%
+$1,172.73 
VIG Vanguard Dividend Appreciation ETF
+0.32%
+$1,655.29 
AOM iShares Core 40/60 Moderate Allocation ETF
+0.25%
+$1,791.12 
VUG Vanguard Growth ETF
+0.25%
+$592.02 
LLY Eli Lilly and Company
+0.23%
+$497.8 
IBM International Business Machines Corporation
+0.21%
+$1,257.63 
FALN iShares Fallen Angels USD Bond ETF
+0.13%
+$775.74 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$465.92 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.1%
+$710.41 
FRDM Freedom 100 Emerging Markets ETF
+0.07%
+$729.45 
QMOM Alpha U.S. Quantitative Momentum ETF
+0.07%
+$1,254.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.07%
+$624.12 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.06%
+$4,401.99 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$272.43 
AVIG Avantis Core Fixed Income ETF
+0.05%
+$784.84 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.04%
+$227.48 
SHY iShares 1-3 Year Treasury Bond ETF
+0.04%
+$489.75 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$192.65 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$416.68 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.03%
+$214.98 
FLOT iShares Floating Rate Bond ETF
+0.03%
+$239.73 
SCHE Schwab Emerging Markets Equity ETF
+0.03%
+$350.49 
IEI iShares 3-7 Year Treasury Bond ETF
+0.03%
+$153.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.02%
+$460.42 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.02%
+$143.49 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.02%
+$39.57 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.02%
+$55.71 
BND Vanguard Total Bond Market Index Fund
+0.01%
+$1,098.72 
AVMU Avantis Core Municipal Fixed Income ETF
+0.01%
+$116.43 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.01%
+$70.94 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$48.01 
SUB iShares Short-Term National Muni Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0 
NMRK Newmark Group Inc.
-2.73%
-$11,584.14 
MSFT Microsoft Corp.
-0.81%
-$8,988.82 
AAUS Alpha Architect U.S. Equity ETF
-0.79%
-$11,365.55 
VNQ Vanguard Real Estate ETF
-0.54%
-$5,900.96 
IWP iShares Russell Mid-Cap Growth ETF
-0.49%
-$1,551.08 
XOM Exxon Mobil Corporation
-0.44%
-$2,403.16 
IVAL Alpha Architect International Quantitative Value ETF
-0.3%
-$3,108.82 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.2%
-$25,853.8 
XLK State Street Technology Select Sector SPDR ETF
-0.18%
-$408 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$4,457.36 
CAOS Alpha Architect Tail Risk ETF
-0.09%
-$7,236.73 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.09%
-$217.35 
MUB iShares National Muni Bond ETF
-0.08%
-$651.36 
JPM JPMorgan Chase & Co.
-0.04%
-$185.51 
AOK iShares Core Conservative Allocation ETF
-0.04%
-$351.27 
AMLP Alerian MLP ETF
-0.04%
-$116.36 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.03%
-$145.12 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.03%
-$401.55 
BNDX Vanguard Total International Bond ETF
-0.03%
-$276.24 
ABBV AbbVie Inc.
-0.02%
-$104.04 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$223.31 
VCRB Vanguard Core Bond ETF
-0.01%
-$39.58 
FTLS First Trust Long/Short Equity ETF
0%
-$1.9 Events
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Dividends
Dividend Analysis
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| Trades 625 | Longs Won 443/625 70% | Profit Factor 29.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $893,184.11 |
| Average Win $127,162.71 | Best Trade (Aug 05) $28.02M | Sharpe Ratio -12.16 |
| Average Loss -$10,535.44 | Worst Trade (Aug 31) -$584,918.66 | Z-Score 7.81 (100%) |
| Commissions $0 | Avg. Trade Length 11m 5d | Expectancy $87,065.01 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.05% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,161 | $1.32M | $1.68M | - | $368,535.6 | 28.02% | +0.358% |
| AAUS Alpha Architect U.S. Equity ETF | 23,439 | $1.27M | $1.43M | - | $164,881.34 | 13.03% | -0.788% |
| ABBV AbbVie Inc. | 1,892 | $339,509.37 | $491,797.02 | - | $152,287.65 | 44.86% | -0.021% |
| AGG iShares Core U.S. Aggregate Bond ETF | 23,021 | $2.24M | $2.23M | - | -$16,265.16 | -0.72% | +0.021% |
| AMLP Alerian MLP ETF | 5,818 | $282,428.47 | $324,877.12 | - | $42,448.65 | 15.03% | -0.036% |
| AOK iShares Core Conservative Allocation ETF | 23,418 | $971,378 | $961,660.17 | - | -$9,717.83 | -1% | -0.037% |
| AOM iShares Core 40/60 Moderate Allocation ETF | 14,329 | $688,751.25 | $710,503.46 | - | $21,752.21 | 3.16% | +0.253% |
| AVDE Avantis International Equity ETF | 31,824 | $1.99M | $2.97M | - | $976,222.09 | 49% | +0.501% |
| AVDV Avantis International Small Cap Value ETF | 15,374 | $1M | $1.72M | - | $720,919.62 | 72.06% | +0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 20,500 | $1.21M | $1.94M | - | $729,308.38 | 60.16% | +0.477% |
| AVIG Avantis Core Fixed Income ETF | 39,242 | $1.6M | $1.59M | - | -$12,940.92 | -0.81% | +0.049% |
| AVMU Avantis Core Municipal Fixed Income ETF | 23,286 | $1.07M | $1.04M | - | -$37,980.61 | -3.54% | +0.011% |
| AVUS Avantis U.S. Equity ETF | 5,754 | $562,800.47 | $749,142.03 | - | $186,341.56 | 33.11% | +0.692% |
| AVUV Avantis U.S. Small Cap Value ETF | 29,926 | $2.89M | $3.78M | - | $889,183.5 | 30.8% | +1.684% |
| BA Boeing Company | 1,087 | $227,759 | $227,411.27 | - | -$347.73 | -0.15% | +1.726% |
| BBCA JPMorgan BetaBuilders Canada ETF | 7,000 | $494,130 | $736,750 | - | $242,620 | 49.1% | +0.766% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,638 | $205,420.98 | $197,441.11 | - | -$7,979.87 | -3.88% | +0.02% |
| BND Vanguard Total Bond Market Index Fund | 110,982 | $8.08M | $7.97M | - | -$111,787.27 | -1.38% | +0.014% |
| BNDX Vanguard Total International Bond ETF | 18,416 | $901,631.14 | $870,248.08 | - | -$31,383.06 | -3.48% | -0.032% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 5,687 | $517,183.22 | $510,692.6 | - | -$6,490.62 | -1.25% | +0.045% |
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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 - $3.78M, Vanguard Total International Stock Index Fund Investor Shares - $443,646.22, Vanguard Total Bond Market Index Fund - $411,058.01, Schwab International Equity ETF - $381,606.12, and Schwab Intermediate-Term U.S. Treasury ETF - $269,567.22. 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 - $29,105, 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 $8.95M earned over time. The largest contributors to dividend income include T. Rowe Price Group, Inc - $3.85M, Vanguard Total International Stock Index Fund Investor Shares - $438,413.77, Vanguard Total Bond Market Index Fund - $410,917.69, Schwab International Equity ETF - $271,160.67, and Schwab Intermediate-Term U.S. Treasury ETF - $269,567.22. 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.
