BR
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:
42.67%
Gain +0.63%
Monthly
0.48%
Yearly
5.87%
Drawdown
15.33%
$359.36M
Equity
Holdings
$359.36M
Investment
$271.74M
$99.37M
Profit +$2.61M
Realized
$11.75M
Unrealized
$87.62M
Dividends
$20.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.63%
Profit
$2.61M
Win %
75%
This Week
Compared To Last Week
Gain
-1.28%
Profit
-$4.65M
Win %
75%
This Month
Compared to last month
Gain
-0.92%
Profit
-$3.32M
Win %
75%
This Year
Compared to last year
Gain
8.9%
Profit
$29.38M
Win %
75%
ANET Arista Networks, Inc.
+4.38%
+$15,624.85 
QCOM QUALCOMM Incorporated
+4.32%
+$16,468.8 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$7,189 
GWRE GUIDEWIRE SOFTWARE INC
+3.42%
+$4,123.94 
AYI Acuity Brands Inc.
+3.01%
+$5,216.68 
AMG Affiliated Managers Group Inc.
+2.96%
+$9,515.73 
CEG Constellation Energy Corporation
+2.86%
+$4,342.8 
SCHW Charles Schwab Corporation
+2.73%
+$48,792.04 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+2.63%
+$5,571.11 
AMAT Applied Materials, Inc.
+2.63%
+$70,813.99 
WH Wyndham Hotels & Resorts, Inc.
+2.58%
+$5,298 
YUMC Yum China Holdings Inc.
+2.46%
+$6,084.02 
JPM JPMorgan Chase & Co.
+2.3%
+$63,651.61 
CMCSA Comcast Corp
+2.23%
+$18,565.02 
NTRS Northern Trust Corporation
+2.1%
+$8,712.93 
PM Philip Morris International Inc.
+2.01%
+$43,487.4 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$156,645.88 
SF Stifel Financial Corp.
+1.71%
+$3,041.46 
GLW Corning Incorporated
+1.62%
+$9,017.58 
WFC Wells Fargo & Company
+1.62%
+$25,001.88 
BAC Bank of America Corporation
+1.52%
+$10,463.04 
CVS CVS Health Corporation
+1.49%
+$4,099.5 
COF Capital One Financial Corporation
+1.47%
+$2,430.76 
COP ConocoPhillips
+1.4%
+$16,018.56 
OMC Omnicom Group Inc.
+1.4%
+$8,050.7 
ADI Analog Devices, Inc.
+1.37%
+$22,951.3 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$20,286.39 
ICVT iShares Convertible Bond ETF
+1.34%
+$6,594.92 
C Citigroup Inc.
+1.24%
+$4,150.3 
MTZ MasTec, Inc. Common Stock
+1.24%
+$4,435 
NI NiSource Inc.
+1.22%
+$2,971.41 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$9,066.88 
V Visa Inc. Class A
+1.05%
+$9,565.79 
CI The Cigna Group
+1.01%
+$2,204.47 
NFG National Fuel Gas Company
+0.98%
+$2,259 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$6,299.53 
APH Amphenol Corporation
+0.95%
+$3,682.97 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$6,624.2 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.89%
+$4,611.36 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$7,366.73 
BKNG Booking Holdings Inc.
+0.81%
+$11,913 
GM General Motors Company
+0.79%
+$1,641.6 
VB Vanguard Small-Cap ETF
+0.73%
+$5,039.58 
MA Mastercard Incorporated
+0.72%
+$1,444.86 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.71%
+$2,008.25 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$163,514.09 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$21,001.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$6,021 
EVR Evercore Inc.
+0.67%
+$1,561.54 
INGR Ingredion Inc.
+0.66%
+$1,492.76 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,373.25 
WMB The Williams Companies, Inc.
+0.63%
+$1,741.05 
IYW iShares U.S. Technology ETF
+0.62%
+$12,438.08 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$4,824.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$130,471.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$4,957.05 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$162,527.04 
IVV iShares Core S&P 500 ETF
+0.58%
+$172,292.88 
VOO Vanguard S&P 500 ETF
+0.58%
+$3,678.5 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,339.97 
GOOGL Alphabet Inc
+0.56%
+$5,758.03 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.55%
+$2,741.2 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$7,184.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$117,904.15 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$112,069.22 
GOOG Alphabet Inc
+0.46%
+$17,780.88 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,479.96 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.42%
+$5,809.3 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$2,201.31 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$101,808.85 
PEP PepsiCo, Inc.
+0.4%
+$1,293.4 
GD General Dynamics Corporation
+0.35%
+$3,892.44 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$40,718.56 
SNY Sanofi American Depositary Receipt
+0.32%
+$2,049.46 
XOM Exxon Mobil Corporation
+0.29%
+$2,784.11 
HHH Howard Hughes Holdings Inc.
+0.28%
+$546.06 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$829.11 
FANG Diamondback Energy Inc
+0.28%
+$778.68 
OEF iShares S&P 100 ETF
+0.27%
+$49,315.36 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$834.96 
IQV IQVIA Holdings Inc.
+0.22%
+$520.8 
ALLE Allegion plc
+0.19%
+$620.36 
MSFT Microsoft Corp.
+0.13%
+$2,148.64 
BINC iShares Flexible Income Active ETF
+0.12%
+$4,171.92 
VRSN Verisign Inc.
+0.11%
+$316.16 
ENB Enbridge Inc.
+0.11%
+$424.98 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.09%
+$1,342.8 
EXPE Expedia Group, Inc.
+0.09%
+$155.19 
IAU iShares Gold Trust
+0.09%
+$4,564.49 
BABA Alibaba Group Holding Limited SP ADR
+0.08%
+$130.05 
ORCL Oracle Corporation
+0.05%
+$372.2 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$1,484.54 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$539.76 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
RTOKY Rentokil Initial Plc
0%
$0 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$188,984.16 
AAPL Apple Inc.
-1.52%
-$22,027.5 
AMZN Amazon.com Inc
-1.21%
-$13,369.54 
AVGO Broadcom Inc.
-0.94%
-$16,630.33 
EBAY eBay Inc.
-0.91%
-$8,543 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$32,377.89 
BDX Becton, Dickinson and Company
-0.75%
-$7,569.3 
NVS Novartis AG Sponsored ADR
-0.58%
-$7,117.2 
KMX CarMax Inc.
-0.56%
-$3,348.92 
SOFI SoFi Technologies, Inc.
-0.54%
-$895.05 
MCK McKesson Corporation
-0.36%
-$4,110.4 
RTX RTX Corporation
-0.34%
-$2,267.41 
WMG Warner Music Group Corp.
-0.32%
-$848.97 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$1,439.52 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$22,012.62 
META Meta Platforms Inc Class A
-0.23%
-$4,343.27 
MDT Medtronic plc
-0.21%
-$1,500.08 
MBB iShares MBS ETF
-0.15%
-$9,033.92 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$480 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$689.3 
DFCF Dimensional Core Fixed Income ETF
-0.11%
-$237.78 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$14,947.38 
IBIT iShares Bitcoin Trust
-0.03%
-$52.84 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$106.92 
MUB iShares National Muni Bond ETF
-0.01%
-$123.42 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1443 | Longs Won 901/1443 62% | Profit Factor 4.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $460,763.94 |
| Average Win $141,216.84 | Best Trade (Jun 12) $6.59M | Sharpe Ratio -11.01 |
| Average Loss -$51,419.62 | Worst Trade (Sep 30) -$3.09M | Z-Score 3.35 (99.92%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 3d | Expectancy $68,861.36 |
| 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 | 6,993 | 6,294 | 5,594 | 4,895 | 4,196 | 3,497 | 2,797 | 2,098 | 1,399 | 699 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
