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:
0.37%
Gain
Monthly
0.02%
Yearly
0.24%
Drawdown
25.27%
$353M
Equity
Holdings
$353M
Investment
$292.74M
$60.79M
Profit -$2.78M
Realized
$524,632.95
Unrealized
$60.26M
Dividends
$8.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.78M
Win %
76%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$3.31M
Win %
76%
This Month
Compared to last month
Gain
1.03%
Profit
$3.59M
Win %
76%
This Year
Compared to last year
Gain
16.69%
Profit
$50.5M
Win %
76%
ABT Abbott Laboratories
+3.07%
+$7,526.52 
EOSE Eos Energy Enterprises Inc.
+3.03%
+$8,646 
MRK Merck & Co., Inc.
+3.02%
+$7,179.6 
JNJ Johnson & Johnson
+1.83%
+$7,206.87 
ABBV AbbVie Inc.
+1.57%
+$7,549.08 
XOM Exxon Mobil Corporation
+1.32%
+$6,353.56 
WMT Walmart Inc.
+1.04%
+$16,077.16 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$4,899.5 
VNQ Vanguard Real Estate ETF
+0.89%
+$10,323.83 
XLE Energy Select Sector SPDR Fund
+0.81%
+$3,284.4 
JPM JPMorgan Chase & Co.
+0.78%
+$3,537.76 
BA Boeing Company
+0.72%
+$1,673.98 
GLD SPDR Gold Shares
+0.55%
+$3,017.89 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.54%
+$1,707.15 
SDY SPDR S&P Dividend ETF
+0.43%
+$1,328.4 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.41%
+$46,711.48 
VTV Vanguard Value ETF
+0.4%
+$14,020.16 
DFLV Dimensional US Large Cap Value ETF
+0.39%
+$7,458.6 
AMLP Alerian MLP ETF
+0.34%
+$1,640.21 
VYM Vanguard High Dividend Yield ETF
+0.29%
+$1,420.58 
SCHP Schwab U.S. TIPS ETF
+0.29%
+$3,574.2 
AGG iShares Core U.S. Aggregate Bond ETF
+0.22%
+$5,027.66 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.22%
+$430.65 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.2%
+$14,446.2 
BND Vanguard Total Bond Market Index Fund
+0.2%
+$15,464.82 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.19%
+$4,179.78 
VCRB Vanguard Core Bond ETF
+0.17%
+$1,012.21 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.16%
+$856.65 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.16%
+$801.58 
IVAL Alpha Architect International Quantitative Value ETF
+0.14%
+$1,450.3 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$1,428.77 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$750.45 
BSV Vanguard Short-Term Bond ETF
+0.1%
+$1,227.97 
AVIG Avantis Core Fixed Income ETF
+0.09%
+$1,355.62 
SHY iShares 1-3 Year Treasury Bond ETF
+0.07%
+$567.71 
VGSH Vanguard Short-Term Treasury Fund
+0.06%
+$269.12 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.06%
+$143.7 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.05%
+$61.62 
BBCA JPMorgan BetaBuilders Canada ETF
+0.04%
+$315 
BNDX Vanguard Total International Bond ETF
+0.04%
+$369.62 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.03%
+$83.56 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$225.97 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$141.48 
FALN iShares Fallen Angels USD Bond ETF
+0.02%
+$103.1 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$54.08 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$83.36 
FRDM Freedom 100 Emerging Markets ETF
-3.37%
-$38,357 
IBM International Business Machines Corporation
-2.58%
-$14,776.8 
GOOG Alphabet Inc
-2.48%
-$11,857.72 
MSFT Microsoft Corp.
-2.36%
-$19,147.71 
IMOM Alpha International Quantitative Momentum ETF
-2.34%
-$23,513.21 
KO The Coca-Cola Company
-2.29%
-$7,269.18 
VWO Vanguard FTSE Emerging Markets ETF
-2%
-$18,403.28 
SCHE Schwab Emerging Markets Equity ETF
-1.89%
-$23,690.52 
DFAE Dimensional Emerging Core Equity Market ETF
-1.78%
-$9,103.73 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$6,433.74 
TGRW T. Rowe Price Growth Stock ETF
-1.62%
-$4,154.42 
AVDV Avantis International Small Cap Value ETF
-1.54%
-$24,812.8 
AVEM Avantis Emerging Markets Equity ETF
-1.53%
-$28,531.5 
NMRK Newmark Group Inc.
-1.26%
-$5,676.23 
TROW T. Rowe Price Group, Inc.
-1.25%
-$2.08M 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.08%
-$151,109.66 
GDX VanEck Gold Miners ETF
-0.85%
-$1,562.82 
VT Vanguard Total World Stock ETF
-0.84%
-$17,286.99 
SCHX Schwab U.S. Large-Cap ETF
-0.81%
-$20,423.76 
IEFA iShares Core MSCI EAFE ETF
-0.8%
-$2,014.32 
IVV iShares Core S&P 500 ETF
-0.79%
-$36,364.38 
VOO Vanguard S&P 500 ETF
-0.78%
-$42,062.75 
IWP iShares Russell Mid-Cap Growth ETF
-0.78%
-$2,583.36 
DFUS Dimensional U.S. Equity Market ETF
-0.78%
-$35,032.32 
SCHB Schwab U.S. Broad Market ETF
-0.78%
-$10,179.65 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.77%
-$9,885.96 
SPY SPDR S&P 500 ETF Trust
-0.77%
-$7,599.87 
AVDE Avantis International Equity ETF
-0.76%
-$21,279.24 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.75%
-$30,366.6 
SCHF Schwab International Equity ETF
-0.74%
-$54,171.2 
EFA iShares MSCI EAFE ETF
-0.73%
-$1,931.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.73%
-$78,477.77 
DFAU Dimensional US Core Equity Market ETF
-0.72%
-$2,617.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.71%
-$19,508.44 
LRGF iShares U.S. Equity Factor ETF
-0.65%
-$2,464.61 
DFAI Dimensional International Core Equity Market ETF
-0.6%
-$3,560.25 
AAUS Alpha Architect U.S. Equity ETF
-0.6%
-$8,522.42 
AVUS Avantis U.S. Equity ETF
-0.57%
-$4,334.3 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.57%
-$1,814.33 
VXF Vanguard Extended Market ETF
-0.55%
-$27,947.04 
MTB M&T Bank Corporation
-0.54%
-$7,024.45 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.48%
-$1,524.17 
DFSV Dimensional US Small Cap Value ETF
-0.46%
-$2,002.99 
SCHA Schwab U.S. Small-Cap ETF
-0.44%
-$13,311.15 
SMMD iShares Russell 2500 ETF
-0.42%
-$4,235.86 
AVUV Avantis U.S. Small Cap Value ETF
-0.42%
-$15,920.67 
VB Vanguard Small-Cap ETF
-0.38%
-$4,744.68 
FNDF Schwab Fundamental International Large Company Index ETF
-0.38%
-$9,324.4 
IJH iShares Core S&P Mid-Cap ETF
-0.33%
-$799.22 
DFAT Dimensional US Targeted Value ETF
-0.32%
-$4,666.47 
DFIV Dimensional International Value ETF
-0.29%
-$12,338.08 
AOM iShares Core 40/60 Moderate Allocation ETF
-0.27%
-$1,399.28 
IWR iShares Russell Mid-Cap ETF
-0.25%
-$1,339.8 
AVMU Avantis Core Municipal Fixed Income ETF
-0.17%
-$1,971.12 
CAOS Alpha Architect Tail Risk ETF
-0.11%
-$7,577.98 
VCRM Vanguard Core Tax-Exempt Bond Fund
-0.08%
-$804.42 
VO Vanguard Mid-Cap ETF
-0.06%
-$269.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$2,278.53 
AAPL Apple Inc.
-0.06%
-$921.88 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.05%
-$400.87 
VIG Vanguard Dividend Appreciation ETF
-0.05%
-$239.47 
FTLS First Trust Long/Short Equity ETF
-0.03%
-$75.82 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.02%
-$381.7 
MUB iShares National Muni Bond ETF
-0.01%
-$114.66 
FLOT iShares Floating Rate Bond ETF
-0.01%
-$81.31 
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$160.31 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
-0.01%
-$51.59 Events
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Dividends
Dividend Analysis
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| Trades 531 | Longs Won 407/531 76% | Profit Factor 51.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.31M |
| Average Win $152,301.35 | Best Trade (Jul 17) $29.76M | Sharpe Ratio -10.18 |
| Average Loss -$9,681.75 | Worst Trade (Jul 17) -$526,239.61 | Z-Score 18.26 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 1d | Expectancy $114,474.78 |
| 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% | 0.71% |
| Consecutive Losing Trades | 37,037 | 33,333 | 29,630 | 25,926 | 22,222 | 18,519 | 14,815 | 11,111 | 7,407 | 3,704 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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