Ben Rothwell Portfolio
Invests via Keystone Financial Services | Managed by Ben Rothwell
Invests via Keystone Financial Services
Managed by Ben Rothwell
Automatically Tracked
Ben Rothwell Profile
Ben Rothwell is a seasoned entrepreneur and business leader known for his dynamic contributions across the technology sector. With extensive experience in founding and scaling innovative companies, he has played a pivotal role in driving growth within emerging markets. His strategic insights have positioned him as a thought leader, influencing various initiatives that bridge technological advancements with practical applications. Furthermore, Rothwell's engagements often focus on harnessing disruptive trends to enhance operational efficiencies, making him a valuable asset in today's fast-paced business environment.
Ben Rothwell is a seasoned entrepreneur and business leader known for his dynamic contributions across the technology sector. With extensive experience in founding and scaling innovative companies, he has played a pivotal role in driving growth within emerging markets. His strategic insights have positioned him as a thought leader, influencing various initiatives that bridge technological advancements with practical applications. Furthermore, Rothwell's engagements often focus on harnessing disruptive trends to enhance operational efficiencies, making him a valuable asset in today's fast-paced business environment.
Investment Philosophy & Strategy
In the fast-evolving technology landscape, Ben Rothwell adopts an entrepreneurial lens to uncover growth opportunities. His knack for identifying and capitalizing on disruptive trends drives his approach to investment, focusing on high-potential startups that demonstrate scalability and innovation. By leveraging his extensive operational expertise, he prioritizes ventures poised for rapid market expansion while fostering strategic partnerships to enhance value creation. This forward-thinking mindset not only underlines a commitment to sustainable profitability but also positions him as a key player in transforming industry dynamics.
In the fast-evolving technology landscape, Ben Rothwell adopts an entrepreneurial lens to uncover growth opportunities. His knack for identifying and capitalizing on disruptive trends drives his approach to investment, focusing on high-potential startups that demonstrate scalability and innovation. By leveraging his extensive operational expertise, he prioritizes ventures poised for rapid market expansion while fostering strategic partnerships to enhance value creation. This forward-thinking mindset not only underlines a commitment to sustainable profitability but also positions him as a key player in transforming industry dynamics.
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:
63.3%
Gain -1.67%
Monthly
0.78%
Yearly
9.76%
Drawdown
17%
$375.96M
Equity
Holdings
$375.96M
Investment
$297.56M
$97.34M
Profit -$4.27M
Realized
$18.94M
Unrealized
$78.4M
Dividends
$21.97M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.67%
Profit
-$4.27M
Win %
73%
This Week
Compared To Last Week
Gain
0.06%
Profit
$214,724.86
Win %
73%
This Month
Compared to last month
Gain
-2.27%
Profit
-$8.74M
Win %
73%
This Year
Compared to last year
Gain
10.54%
Profit
$35.86M
Win %
74%
WDC Western Digital Corporation
+3.95%
+$14,133.63 
ELV Elevance Health, Inc.
+3.07%
+$23,254.97 
AVGO Broadcom Inc.
+2.7%
+$50,024.93 
IBIT iShares Bitcoin Trust
+1.99%
+$3,830.9 
GOOG Alphabet Inc
+1.79%
+$67,210.72 
MSFT Microsoft Corp.
+1.75%
+$33,843.68 
CBOE Cboe Global Markets Inc.
+1.74%
+$3,733.5 
GOOGL Alphabet Inc
+1.67%
+$17,669.49 
MTZ MasTec, Inc. Common Stock
+1.59%
+$5,412.84 
RTX RTX Corporation
+1.55%
+$10,800 
COP ConocoPhillips
+1.53%
+$19,360 
EBAY eBay Inc.
+1.48%
+$4,677.89 
BAI iShares A.I. Innovation and Tech Active ETF
+1.39%
+$182,710.02 
AMZN Amazon.com Inc
+1.31%
+$24,973.92 
ANET Arista Networks, Inc.
+1.25%
+$4,616.68 
OMC Omnicom Group Inc.
+1.24%
+$9,451.58 
ACN Accenture plc Class A
+1.01%
+$3,343.68 
XOM Exxon Mobil Corporation
+0.98%
+$10,319.04 
GD General Dynamics Corporation
+0.97%
+$12,086.23 
MTUM iShares MSCI USA Momentum Factor ETF
+0.94%
+$123,815.57 
FANG Diamondback Energy Inc
+0.92%
+$2,758.06 
V Visa Inc. Class A
+0.83%
+$9,209.97 
ESGE iShares ESG Aware MSCI EM ETF
+0.79%
+$4,024.8 
MDT Medtronic plc
+0.77%
+$6,268.16 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$155,412.32 
IYW iShares U.S. Technology ETF
+0.7%
+$3,248.15 
ICVT iShares Convertible Bond ETF
+0.69%
+$1,858.74 
META Meta Platforms Inc Class A
+0.65%
+$14,903.4 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$4,337.3 
QQQ Invesco QQQ Trust, Series 1
+0.58%
+$4,383.37 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.57%
+$155,292.06 
MA Mastercard Incorporated
+0.52%
+$1,161.85 
BLCR iShares Large Cap Core ACT ETF
+0.52%
+$45,381.25 
ALLE Allegion plc
+0.47%
+$1,529.58 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.45%
+$1,449.76 
USXF iShares ESG Aware MSCI USA ETF
+0.43%
+$2,745.55 
ADI Analog Devices, Inc.
+0.41%
+$5,731.99 
SCHW Charles Schwab Corporation
+0.35%
+$7,803.72 
CMCSA Comcast Corp
+0.34%
+$2,937.52 
THRO iShares U.S. Thematic Rotation Active ETF
+0.25%
+$29,234.42 
DSI iShares MSCI KLD 400 Social ETF
+0.24%
+$1,963.5 
WMG Warner Music Group Corp.
+0.18%
+$473.85 
C Citigroup Inc.
+0.16%
+$485.31 
YUMC Yum China Holdings Inc.
+0.16%
+$435.26 
APH Amphenol Corporation
+0.11%
+$416.5 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.11%
+$28,428.53 
OEF iShares S&P 100 ETF
+0.11%
+$513.5 
IVV iShares Core S&P 500 ETF
+0.1%
+$40,597.7 
ESGU iShares ESG Aware MSCI USA ETF
+0.1%
+$1,213.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.09%
+$767.7 
VOO Vanguard S&P 500 ETF
+0.09%
+$589.7 
SPY SPDR S&P 500 ETF Trust
+0.08%
+$757.03 
EME EMCOR Group, Inc.
+0.07%
+$157.78 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.04%
+$399.4 
VRSN Verisign Inc.
+0.04%
+$123.5 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.03%
+$106.49 
QCOM QUALCOMM Incorporated
+0.03%
+$94.19 
BNY BlackRock New York Municipal Income Trust
+0.02%
+$313.14 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$583.74 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.02%
+$1,176 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ORCL Oracle Corporation
-3.34%
-$14,293.14 
AAPL Apple Inc.
-2.68%
-$44,570.95 
KMX CarMax Inc.
-2.08%
-$14,666.75 
PEP PepsiCo, Inc.
-1.98%
-$6,612.34 
NVS Novartis AG Sponsored ADR
-1.74%
-$18,882.75 
FERG Ferguson Enterprises Inc
-1.52%
-$9,296.33 
SNY Sanofi American Depositary Receipt
-1.4%
-$9,916.25 
NI NiSource Inc.
-1.37%
-$3,405.15 
WBD Warner Bros. Discovery, Inc.
-1.36%
-$3,617.88 
BKNG Booking Holdings Inc.
-1.25%
-$27,473.88 
BDX Becton, Dickinson and Company
-1.21%
-$12,795.09 
AMRZ Amrize Ltd.
-1.17%
-$6,273.28 
WFC Wells Fargo & Company
-0.9%
-$13,920.41 
TLT iShares 20+ Year Treasury Bond ETF
-0.82%
-$3,862.74 
EXPE Expedia Group, Inc.
-0.77%
-$2,385.47 
SNDA Sonida Senior Living Inc.
-0.76%
-$2,060.88 
AON Aon plc
-0.72%
-$3,821.38 
NTRS Northern Trust Corporation
-0.71%
-$2,905.56 
TLH iShares 10-20 Year Treasury Bond ETF
-0.67%
-$59,746.93 
EFG iShares MSCI EAFE Growth ETF
-0.49%
-$62,528.2 
XLI Industrial Select Sector SPDR Fund
-0.49%
-$1,130.8 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.47%
-$1,257.6 
IQV IQVIA Holdings Inc.
-0.45%
-$1,366.19 
PM Philip Morris International Inc.
-0.45%
-$11,184.3 
EFV iShares MSCI EAFE Value ETF
-0.43%
-$84,180.6 
WH Wyndham Hotels & Resorts, Inc.
-0.41%
-$995.41 
MCK McKesson Corporation
-0.4%
-$5,298.18 
HWM Howmet Aerospace Inc.
-0.39%
-$1,232.63 
IVE ISHARES S&P 500 VALUE ETF
-0.38%
-$107,507.75 
RTO Rentokil Initial plc Sponsored ADR
-0.38%
-$1,425.42 
GOVT iShares U.S. Treasury Bond ETF
-0.35%
-$23,557.2 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.35%
-$2,205.2 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.33%
-$1,059.46 
COR Cencora, Inc.
-0.33%
-$1,103.63 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.32%
-$914.88 
JPM JPMorgan Chase & Co.
-0.32%
-$9,733.9 
DFCF Dimensional Core Fixed Income ETF
-0.32%
-$722.38 
SYSB iShares Systematic Bond ETF
-0.32%
-$1,509.76 
FTCB First Trust Core Investment Grade ETF
-0.29%
-$599.1 
IUSB iShares Core Universal USD Bond ETF
-0.27%
-$61,576.25 
MBB iShares MBS ETF
-0.27%
-$17,646.51 
QUAL iShares MSCI USA Quality Factor ETF
-0.26%
-$32,765.91 
SOFI SoFi Technologies, Inc.
-0.23%
-$407.04 
HSY The Hershey Company
-0.21%
-$401.4 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.21%
-$1,065.15 
UL Unilever PLC Sponsored American Depositary Receipt
-0.18%
-$1,834.02 
MUB iShares National Muni Bond ETF
-0.14%
-$1,833.9 
IAU iShares Gold Trust
-0.14%
-$2,695.66 
INGR Ingredion Inc.
-0.14%
-$312.34 
VB Vanguard Small-Cap ETF
-0.13%
-$890.72 
CRUS Cirrus Logic, Inc.
-0.12%
-$280.33 
GLW Corning Incorporated
-0.11%
-$360.85 
BINC iShares Flexible Income Active ETF
-0.1%
-$2,662.7 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.1%
-$1,197.22 
AMAT Applied Materials, Inc.
-0.08%
-$2,015.7 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$3,900.22 
AMG Affiliated Managers Group Inc.
0%
-$9.6 Events
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Dividends
Dividend Analysis
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| Trades 1554 | Longs Won 972/1554 62% | Profit Factor 4.27 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $413,917.3 |
| Average Win $130,812.9 | Best Trade (Jul 22) $6.74M | Sharpe Ratio -11.75 |
| Average Loss -$51,216.03 | Worst Trade (Sep 30) -$3.09M | Z-Score 1.49 (86.28%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 6d | Expectancy $62,639.9 |
| 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 | 7,353 | 6,618 | 5,882 | 5,147 | 4,412 | 3,676 | 2,941 | 2,206 | 1,471 | 735 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Ben Rothwell?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $13.37M, iShares MSCI USA Quality Factor ETF - $6.69M, iShares MSCI EAFE Value ETF - $6.21M, iShares U.S. Technology ETF - $6.02M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $2.04M. 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: iShares ESG Aware MSCI USA ETF - $3.74M, Alphabet Inc - $3.52M, iShares U.S. Treasury Bond ETF - $1.64M, iShares ESG Aware MSCI EM ETF - $1.2M, and iShares Global Tech ETF - $1.14M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Ben Rothwell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.97M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $3.62M, iShares MSCI EAFE Value ETF - $2.96M, iShares Core S&P 500 ETF - $2.83M, iShares MBS ETF - $888,736.59, and iShares MSCI EAFE Growth ETF - $829,951.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Ben Rothwell's monthly returns?
Ben Rothwell's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Ben Rothwell's strategy be considered aggressive or moderate?
Ben Rothwell's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Ben Rothwell's strategy?
Ben Rothwell's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
