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:
83.27%
Gain +0.82%
Monthly
0.77%
Yearly
9.67%
Drawdown
17.06%
$384.19M
Equity
Holdings
$384.19M
Investment
$314.98M
$101.99M
Profit +$2.38M
Realized
$32.78M
Unrealized
$69.2M
Dividends
$23.02M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$2.38M
Win %
73%
This Week
Compared To Last Week
Gain
0.62%
Profit
$2.38M
Win %
73%
This Month
Compared to last month
Gain
-0.52%
Profit
-$2.01M
Win %
73%
This Year
Compared to last year
Gain
-1.03%
Profit
-$4M
Win %
73%
WDC Western Digital Corp.
+5.4%
+$10,619.17 
ADI Analog Devices, Inc.
+4.8%
+$69,899.48 
LFUS Littelfuse Inc.
+4.41%
+$8,778.65 
HWM Howmet Aerospace Inc.
+4.04%
+$9,114.24 
GLW Corning Incorporated
+3.65%
+$7,838.38 
NVT nVent Electric plc
+3.53%
+$5,967.21 
AMAT Applied Materials Inc.
+3.52%
+$52,495.94 
ANET Arista Networks Inc.
+3.01%
+$10,421.52 
RTX RTX Corporation
+2.93%
+$19,766.26 
BAI iShares A.I. Innovation and Tech Active ETF
+2.78%
+$279,030.37 
AVGO Broadcom Inc.
+2.78%
+$57,300.22 
EME EMCOR Group, Inc.
+2.78%
+$5,468.97 
ARW Arrow Electronics Inc.
+2.5%
+$6,460 
QCOM QUALCOMM Incorporated
+2.26%
+$7,332.59 
AMG Affiliated Managers Group, Inc.
+2.23%
+$8,191.91 
SNDK Sandisk Corp.
+2.23%
+$4,859.88 
APH Amphenol Corp. Class A Common Stock
+2.16%
+$12,409.63 
VRSN VeriSign, Inc.
+2.02%
+$5,909.75 
MTUM iShares MSCI USA Momentum Factor ETF
+2.02%
+$188,492.53 
IDEF iShares Defense Industrials Active ETF
+1.99%
+$168,573.55 
XLK State Street Technology Select Sector SPDR ETF
+1.95%
+$14,115.94 
YUMC Yum China Holdings, Inc.
+1.84%
+$5,110.24 
GD General Dynamics Corp.
+1.84%
+$22,258.17 
BNY Bank of New York Mellon Corp.
+1.8%
+$27,305.82 
KMX CarMax Inc.
+1.78%
+$3,904.48 
NVS Novartis AG Sponsored ADR
+1.61%
+$17,458.2 
MSFT Microsoft Corporation Common Stock
+1.52%
+$41,532.02 
XLI State Street Industrial Select Sector SPDR ETF
+1.42%
+$2,994.05 
USXF iShares ESG Advanced MSCI USA ETF
+1.4%
+$9,362.84 
FERG Ferguson Enterprises Inc.
+1.38%
+$8,438.48 
IYW iShares U.S. Technology ETF
+1.37%
+$6,556.8 
NTRS Northern Trust Corporation
+1.36%
+$4,700.24 
TMO Thermo Fisher Scientific Inc.
+1.29%
+$6,501.32 
QQQ Invesco QQQ Trust, Series 1
+1.28%
+$9,746.83 
MTZ MasTec, Inc.
+1.2%
+$1,843.33 
IVW iShares S&P 500 Growth ETF
+1.18%
+$316,042.58 
PM Philip Morris International Inc.
+1.08%
+$24,699.2 
CRUS Cirrus Logic Inc.
+1.06%
+$2,017.05 
DSI iShares ESG MSCI KLD 400 ETF
+1.05%
+$9,691.37 
BLCR iShares Large Cap Core Active ETF
+1%
+$96,994.56 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$35,372.19 
THRO iShares U.S. Thematic Rotation Active ETF
+0.94%
+$73,321.53 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.9%
+$232,704.63 
JPM JPMorgan Chase & Co.
+0.83%
+$24,644.04 
WH Wyndham Hotels & Resorts Inc.
+0.8%
+$1,893.12 
ESGU iShares ESG Aware MSCI USA ETF
+0.77%
+$10,558.27 
OEF iShares S&P 100 ETF
+0.76%
+$3,541.58 
IVV iShares Core S&P 500 ETF
+0.76%
+$533,060.6 
EPR EPR Properties
+0.75%
+$1,594.32 
SPY State Street SPDR S&P 500 ETF Trust
+0.75%
+$5,468.12 
VTI Vanguard Total Stock Market ETF
+0.74%
+$5,095.72 
VOO Vanguard S&P 500 ETF
+0.74%
+$2,233.43 
FANG Diamondback Energy Inc.
+0.71%
+$2,258.62 
LCTU iShares U.S. Carbon Transition Readiness Aware Active ETF
+0.69%
+$9,300.48 
DCOR Dimensional US Core Equity 1 ETF
+0.65%
+$1,340.7 
WPC W. P. Carey Inc.
+0.63%
+$1,408.18 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.63%
+$5,528.6 
WWD Woodward, Inc.
+0.54%
+$827.13 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.5%
+$2,207.42 
VB Vanguard Small-Cap ETF
+0.49%
+$3,011.12 
C Citigroup Inc.
+0.48%
+$1,156.33 
DMXF iShares ESG Advanced MSCI EAFE ETF
+0.45%
+$1,574.35 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.43%
+$1,200.77 
EWBC East West Bancorp Inc.
+0.39%
+$866.23 
AMZN Amazon.com Inc
+0.38%
+$7,871.7 
XOM ExxonMobil Holdings Corporation
+0.37%
+$4,974.88 
COP ConocoPhillips
+0.37%
+$6,257.07 
EFV iShares MSCI EAFE Value ETF
+0.37%
+$33,518.49 
IALT iShares Systematic Alternatives Active ETF
+0.35%
+$19,940.24 
QUAL iShares MSCI USA Quality Factor ETF
+0.35%
+$5,786.75 
ORCL Oracle Corporation
+0.35%
+$1,526.36 
TLT iShares 20+ Year Treasury Bond ETF
+0.34%
+$1,674.12 
IAU iShares Gold Trust
+0.33%
+$7,226.25 
MUB iShares National Muni Bond ETF
+0.33%
+$4,463.52 
IVE iShares S&P 500 Value ETF
+0.28%
+$66,415.14 
TLH iShares 10-20 Year Treasury Bond ETF
+0.27%
+$18,284.24 
CORO iShares International Country Rotation Active ETF
+0.27%
+$22,788.51 
EFG iShares MSCI EAFE Growth ETF
+0.26%
+$33,207.49 
MBB iShares MBS ETF
+0.17%
+$11,334.53 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.17%
+$852.12 
NI NiSource Inc.
+0.16%
+$398.65 
SYSB iShares Systematic Bond ETF
+0.14%
+$628.64 
EXPD Expeditors International of Washington Inc.
+0.13%
+$443.73 
FTCB First Trust Core Investment Grade ETF
+0.12%
+$272.84 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.11%
+$597.03 
WFC Wells Fargo & Company
+0.11%
+$1,630.53 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.1%
+$429.62 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.07%
+$2,876.23 
IUSB iShares Core Universal USD Bond ETF
+0.07%
+$19,206.3 
GOVT iShares U.S. Treasury Bond ETF
+0.04%
+$3,161.19 
IAGG iShares Core International Aggregate Bond ETF
+0.04%
+$168.42 
BINC iShares Flexible Income Active ETF
+0.04%
+$316.84 
DFCF Dimensional Core Fixed Income ETF
+0.04%
+$81.9 
APP AppLovin Corporation Class A Common Stock
+0.01%
+$8 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
OMC Omnicom Group Inc.
-3.9%
-$30,892.68 
CMCSA Comcast Corp. Class A Common Stock
-2.82%
-$23,980.8 
EBAY eBay Inc.
-2.28%
-$7,805.86 
EXPE Expedia Group Inc.
-2.01%
-$6,449.61 
IQV IQVIA Holdings Inc.
-1.89%
-$7,998.46 
BKNG Booking Holdings Inc.
-1.89%
-$37,611.42 
ELV Elevance Health, Inc.
-1.8%
-$16,568.66 
CBOE Cboe Global Markets Inc.
-1.78%
-$5,329.47 
ICE Intercontinental Exchange, Inc.
-1.72%
-$15,489.66 
WMG Warner Music Group Corp.
-1.69%
-$4,970.68 
BDX Becton, Dickinson and Company
-1.6%
-$28,308.36 
META Meta Platforms Inc Class A
-1.55%
-$36,035.28 
MA Mastercard Inc. Class A Common Stock
-1.52%
-$4,107.81 
ACN Accenture plc
-1.15%
-$8,491.34 
GOOG Alphabet Inc
-1.12%
-$35,026.84 
MCK McKesson Corporation
-1.07%
-$16,447.23 
V Visa Inc. Class A
-0.99%
-$13,536.04 
UL Unilever PLC Sponsored ADR
-0.99%
-$10,646.37 
GOOGL Alphabet Inc
-0.98%
-$9,515.17 
AAPL Apple Inc.
-0.95%
-$16,861.19 
MDT Medtronic plc
-0.9%
-$10,276.14 
SCHW The Charles Schwab Corporation
-0.87%
-$17,431.35 
RTO Rentokil Initial plc American Depositary Shares (each representing five Ordinary Shares)
-0.79%
-$2,252.88 
AON Aon plc Class A
-0.76%
-$3,668.28 
CHRW C.H. Robinson Worldwide Inc.
-0.59%
-$979.44 
CI The Cigna Group
-0.49%
-$1,115.9 
ESGE iShares ESG Aware MSCI EM ETF
-0.48%
-$2,058.48 
PEP PepsiCo, Inc.
-0.41%
-$1,364.55 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.39%
-$1,252.8 
IEMG iShares Core MSCI Emerging Markets ETF
-0.36%
-$50,838.57 
AMRZ Amrize Ltd
-0.19%
-$826.58 
INGR Ingredion Incorporated
-0.18%
-$382.16 
ALLE Allegion plc
-0.17%
-$703.58 
STIP iShares 0-5 Year TIPS Bond ETF
-0.06%
-$171.44 Events
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Dividends
Dividend Analysis
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| Trades 1678 | Longs Won 1068/1678 63% | Profit Factor 4.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $407,030.7 |
| Average Win $126,236.89 | Best Trade (Oct 21) $7.22M | Sharpe Ratio -11.42 |
| Average Loss -$53,825.78 | Worst Trade (Sep 30) -$3.09M | Z-Score 2.48 (98.69%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 6d | Expectancy $60,779.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,143 | 6,429 | 5,714 | 5,000 | 4,286 | 3,571 | 2,857 | 2,143 | 1,429 | 714 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,094 | $1.01M | $1.75M | - | $748,439.66 | 74.39% | -0.952% |
| ACN Accenture plc | 2,969 | $539,760.46 | $731,888.19 | - | $192,127.73 | 35.59% | -1.147% |
| ADI Analog Devices, Inc. | 3,724 | $682,017.21 | $1.53M | - | $844,226.95 | 123.78% | +4.8% |
| ALLE Allegion plc | 2,385 | $309,364.22 | $426,163.72 | - | $116,799.5 | 37.75% | -0.165% |
| AMAT Applied Materials Inc. | 3,957 | $731,169.03 | $1.55M | - | $814,065.59 | 111.34% | +3.517% |
| AMG Affiliated Managers Group, Inc. | 957 | $229,287.34 | $375,124.86 | - | $145,837.52 | 63.6% | +2.233% |
| AMRZ Amrize Ltd | 11,021 | $616,838.82 | $433,841.66 | - | -$182,997.16 | -29.67% | -0.19% |
| AMZN Amazon.com Inc | 8,286 | $1.78M | $2.06M | - | $284,014.98 | 15.97% | +0.383% |
| ANET Arista Networks Inc. | 2,008 | $205,698.88 | $356,540.48 | - | $150,841.6 | 73.33% | +3.011% |
| AON Aon plc Class A | 1,588 | $513,777.49 | $478,321.48 | - | -$35,456.01 | -6.9% | -0.761% |
| APH Amphenol Corp. Class A Common Stock | 7,756 | $192,155.13 | $587,051.64 | - | $394,896.51 | 205.51% | +2.16% |
| APP AppLovin Corporation Class A Common Stock | 400 | $206,091.99 | $104,108 | - | -$101,983.99 | -49.48% | +0.008% |
| ARW Arrow Electronics Inc. | 1,234 | $263,347.94 | $265,303.83 | - | $1,955.89 | 0.74% | +2.496% |
| AVGO Broadcom Inc. | 6,413 | $1.66M | $2.12M | - | $463,647.63 | 27.99% | +2.778% |
| BAI iShares A.I. Innovation and Tech Active ETF | 248,027 | $8.04M | $10.31M | - | $2.27M | 28.25% | +2.782% |
| BDX Becton, Dickinson and Company | 8,902 | $1.52M | $1.74M | - | $219,729.73 | 14.43% | -1.599% |
| BINC iShares Flexible Income Active ETF | 15,842 | $836,823.42 | $802,872.56 | - | -$33,950.86 | -4.06% | +0.039% |
| BKNG Booking Holdings Inc. | 12,793 | $1.65M | $1.96M | - | $304,955.69 | 18.47% | -1.887% |
| BLCR iShares Large Cap Core Active ETF | 202,072 | $8.48M | $9.82M | - | $1.34M | 15.76% | +0.998% |
| BNY Bank of New York Mellon Corp. | 10,462 | $614,375.87 | $1.54M | - | $926,153.63 | 150.75% | +1.804% |
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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 - $13.53M, iShares MSCI USA Quality Factor ETF - $9.75M, iShares MSCI EAFE Value ETF - $8.54M, iShares U.S. Technology ETF - $6.02M, and iShares Core MSCI Emerging Markets ETF - $4.37M. 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 - $3.72M, Alphabet Inc - $3.27M, iShares U.S. Treasury Bond ETF - $1.59M, iShares ESG Aware MSCI EM ETF - $1.18M, 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 $23.02M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $3.86M, iShares Core S&P 500 ETF - $2.99M, iShares MSCI EAFE Value ETF - $2.93M, iShares MBS ETF - $939,799, and iShares Core MSCI Emerging Markets ETF - $820,766.86. 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.
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