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:
73.56%
Gain +1.08%
Monthly
0.82%
Yearly
10.34%
Drawdown
17.06%
$389.52M
Equity
Holdings
$389.52M
Investment
$314.98M
$107.32M
Profit +$3.05M
Realized
$32.78M
Unrealized
$74.54M
Dividends
$22.42M
Goals
Avg. 53.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.08%
Profit
$3.05M
Win %
74%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$3.15M
Win %
74%
This Month
Compared to last month
Gain
-0.38%
Profit
-$1.47M
Win %
74%
This Year
Compared to last year
Gain
0.34%
Profit
$1.33M
Win %
74%
ARW Arrow Electronics Inc.
+6.3%
+$16,597.3 
ANET Arista Networks, Inc.
+5.14%
+$19,497.66 
APH Amphenol Corporation
+4.52%
+$28,154.28 
ADI Analog Devices, Inc.
+4.49%
+$60,366.04 
LFUS Littelfuse Inc.
+4.38%
+$10,247.42 
NVT nVent Electric plc
+4.32%
+$9,018.17 
EME EMCOR Group, Inc.
+4.13%
+$9,390.56 
ACN Accenture plc Class A
+3.25%
+$17,160.82 
QCOM QUALCOMM Incorporated
+3.13%
+$10,241.61 
APP AppLovin Corporation Class A Common Stock
+3.05%
+$3,841.56 
MTZ MasTec, Inc. Common Stock
+2.91%
+$6,059.23 
EBAY eBay Inc.
+2.28%
+$6,735.02 
AMZN Amazon.com Inc
+2.18%
+$45,573 
CRUS Cirrus Logic, Inc.
+1.96%
+$3,873.07 
GOOGL Alphabet Inc
+1.85%
+$18,665.57 
AAPL Apple Inc.
+1.82%
+$30,258.31 
GLW Corning Incorporated
+1.78%
+$5,053.76 
WWD Woodward Inc.
+1.73%
+$2,930.57 
IQV IQVIA Holdings Inc.
+1.71%
+$6,652.8 
KMX CarMax Inc.
+1.62%
+$4,159.12 
GOOG Alphabet Inc
+1.58%
+$51,457.87 
PM Philip Morris International Inc.
+1.55%
+$33,889.6 
EXPD Expeditors International of Washington, Inc.
+1.54%
+$5,165.25 
TMO Thermo Fisher Scientific Inc.
+1.51%
+$6,815.91 
XLK State Street Technology Select Sector SPDR ETF
+1.45%
+$10,606.67 
WMG Warner Music Group Corp.
+1.44%
+$3,823.6 
WH Wyndham Hotels & Resorts, Inc.
+1.4%
+$3,133.44 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.36%
+$4,764.15 
CORO Ishares International Country Rotational Active ETF
+1.34%
+$117,540.71 
IYW iShares U.S. Technology ETF
+1.31%
+$6,297.6 
EXPE Expedia Group, Inc.
+1.3%
+$4,000.75 
IEMG iShares Core MSCI Emerging Markets ETF
+1.24%
+$191,115.36 
ALLE Allegion plc
+1.22%
+$4,388.4 
ESGE iShares ESG Aware MSCI EM ETF
+1.17%
+$5,446.4 
BAI iShares A.I. Innovation and Tech Active ETF
+1.16%
+$126,493.77 
ICE Intercontinental Exchange, Inc.
+1.14%
+$9,846.96 
XLI Industrial Select Sector SPDR Fund
+1.13%
+$2,480.05 
MTUM iShares MSCI USA Momentum Factor ETF
+1.13%
+$110,356.93 
FERG Ferguson Enterprises Inc
+1.12%
+$6,659.12 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.12%
+$3,259.26 
EFV iShares MSCI EAFE Value ETF
+1.07%
+$100,555.47 
MA Mastercard Incorporated
+1.07%
+$2,621.35 
V Visa Inc. Class A
+1.06%
+$12,935.92 
IALT iShares Systematic Alternatives Active ETF
+1.02%
+$56,478.34 
QQQ Invesco QQQ Trust, Series 1
+1.01%
+$7,743.63 
BLCR iShares Large Cap Core ACT ETF
+1.01%
+$100,025.64 
THRO iShares U.S. Thematic Rotation Active ETF
+1%
+$77,792.35 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.96%
+$3,486.97 
IVE ISHARES S&P 500 VALUE ETF
+0.96%
+$224,402.67 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.95%
+$5,112.72 
DSI iShares MSCI KLD 400 Social ETF
+0.94%
+$8,642.8 
QUAL iShares MSCI USA Quality Factor ETF
+0.94%
+$15,283.14 
SPY SPDR S&P 500 ETF Trust
+0.94%
+$6,871.13 
VOO Vanguard S&P 500 ETF
+0.94%
+$2,829.59 
IVV iShares Core S&P 500 ETF
+0.94%
+$657,132.29 
USXF iShares ESG Aware MSCI USA ETF
+0.93%
+$6,360.62 
OEF iShares S&P 100 ETF
+0.92%
+$4,294.32 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.92%
+$248,528.84 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.91%
+$240,334.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.9%
+$6,140.55 
VRSN Verisign Inc.
+0.9%
+$2,512.62 
MSFT Microsoft Corp.
+0.89%
+$22,871.2 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.89%
+$12,045.78 
ESGU iShares ESG Aware MSCI USA ETF
+0.87%
+$11,924.64 
VB Vanguard Small-Cap ETF
+0.85%
+$5,277.46 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.82%
+$7,305.65 
EFG iShares MSCI EAFE Growth ETF
+0.81%
+$106,699.46 
DCOR Dimensional US Core Equity 1 ETF
+0.78%
+$1,599 
HWM Howmet Aerospace Inc.
+0.75%
+$2,060.4 
WFC Wells Fargo & Company
+0.74%
+$11,957.22 
EVUS iShares ESG Aware MSCI USA Value ETF
+0.71%
+$3,102.32 
JPM JPMorgan Chase & Co.
+0.69%
+$21,786.76 
META Meta Platforms Inc Class A
+0.69%
+$16,063.92 
AMAT Applied Materials, Inc.
+0.68%
+$12,227.09 
GD General Dynamics Corporation
+0.66%
+$8,043.47 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.64%
+$57,321.28 
UL Unilever PLC Sponsored American Depositary Receipt
+0.59%
+$5,932.71 
AVGO Broadcom Inc.
+0.58%
+$13,467.36 
NTRS Northern Trust Corporation
+0.56%
+$2,170.14 
BDX Becton, Dickinson and Company
+0.53%
+$8,278.95 
BRK-B Berkshire Hathaway Inc.
+0.49%
+$16,335.76 
IAU iShares Gold Trust
+0.47%
+$10,983.9 
MUB iShares National Muni Bond ETF
+0.47%
+$6,301.44 
YUMC Yum China Holdings Inc.
+0.33%
+$872.48 
AMG Affiliated Managers Group Inc.
+0.33%
+$1,119.69 
C Citigroup Inc.
+0.25%
+$693.79 
AMRZ Amrize Ltd.
+0.25%
+$1,102.1 
TLT iShares 20+ Year Treasury Bond ETF
+0.12%
+$597.9 
BNY BlackRock New York Municipal Income Trust
+0.12%
+$1,972.09 
CHRW C.H. Robinson Worldwide, Inc.
+0.1%
+$186.56 
IAGG iShares International Aggregate Bond Fund
+0.1%
+$421.05 
NI NiSource Inc.
+0.1%
+$227.8 
XOM Exxon Mobil Corporation
+0.06%
+$768.18 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SNDK SanDisk Corporation
-3.41%
-$10,156.08 
WDC Western Digital Corporation
-2.91%
-$7,676.24 
CBOE Cboe Global Markets Inc.
-2.14%
-$5,404.09 
ORCL Oracle Corporation
-1.44%
-$7,631.8 
INGR Ingredion Inc.
-1.21%
-$2,753.8 
AON Aon plc
-1.12%
-$5,462.72 
MDT Medtronic plc
-0.88%
-$9,678.69 
WPC W. P. Carey Inc.
-0.76%
-$1,825.42 
OMC Omnicom Group Inc.
-0.54%
-$4,125.42 
FANG Diamondback Energy Inc
-0.52%
-$1,655.29 
WBD Warner Bros. Discovery, Inc.
-0.49%
-$1,358.94 
CI The Cigna Group
-0.34%
-$709.44 
RTX RTX Corporation
-0.33%
-$2,333.72 
STIP iShares 0-5 Year TIPS Bond ETF
-0.29%
-$919.51 
SCHW Charles Schwab Corporation
-0.26%
-$6,178.2 
COP ConocoPhillips
-0.25%
-$3,833.16 
BKNG Booking Holdings Inc.
-0.24%
-$5,373.06 
CMCSA Comcast Corp
-0.18%
-$1,686.15 
EWBC East West Bancorp Inc.
-0.18%
-$386.86 
FTCB First Trust Core Investment Grade ETF
-0.17%
-$381.99 
RTO Rentokil Initial plc Sponsored ADR
-0.16%
-$438.06 
PEP PepsiCo, Inc.
-0.15%
-$520.99 
MCK McKesson Corporation
-0.12%
-$1,586.17 
IUSB iShares Core Universal USD Bond ETF
-0.11%
-$32,010.5 
BINC iShares Flexible Income Active ETF
-0.11%
-$869.73 
EPR EPR Properties
-0.1%
-$227.76 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.1%
-$4,108.9 
DFCF Dimensional Core Fixed Income ETF
-0.1%
-$218.95 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.1%
-$429.62 
MBB iShares MBS ETF
-0.09%
-$6,215.71 
NVS Novartis AG Sponsored ADR
-0.08%
-$751.27 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$4,741.78 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.07%
-$359.65 
SYSB iShares Systematic Bond ETF
-0.05%
-$209.72 
ELV Elevance Health, Inc.
-0.03%
-$271.96 
TLH iShares 10-20 Year Treasury Bond ETF
-0.02%
-$1,406.48 Events
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Dividends
Dividend Analysis
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| Trades 1678 | Longs Won 1073/1678 63% | Profit Factor 4.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $416,845.54 |
| Average Win $129,607.8 | Best Trade (Aug 14) $7.33M | Sharpe Ratio -11.42 |
| Average Loss -$52,471.29 | Worst Trade (Sep 30) -$3.09M | Z-Score 7.88 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 1w 2d | Expectancy $63,959.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,407 | 6,667 | 5,926 | 5,185 | 4,444 | 3,704 | 2,963 | 2,222 | 1,481 | 741 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,094 | $1.01M | $1.69M | - | $687,770.12 | 68.36% | +1.819% |
| ACN Accenture plc Class A | 2,969 | $539,760.46 | $545,375.61 | - | $5,615.15 | 1.04% | +3.249% |
| ADI Analog Devices, Inc. | 3,724 | $682,017.21 | $1.41M | - | $723,643.83 | 106.1% | +4.487% |
| ALLE Allegion plc | 2,385 | $309,364.22 | $365,167.35 | - | $55,803.13 | 18.04% | +1.216% |
| AMAT Applied Materials, Inc. | 3,957 | $731,169.03 | $1.81M | - | $1.08M | 147.38% | +0.681% |
| AMG Affiliated Managers Group Inc. | 957 | $229,287.34 | $340,404.9 | - | $111,117.56 | 48.46% | +0.33% |
| AMRZ Amrize Ltd. | 11,021 | $616,838.82 | $446,791.34 | - | -$170,047.48 | -27.57% | +0.247% |
| AMZN Amazon.com Inc | 8,286 | $1.78M | $2.13M | - | $353,948.82 | 19.9% | +2.183% |
| ANET Arista Networks, Inc. | 2,008 | $205,698.88 | $398,989.6 | - | $193,290.72 | 93.97% | +5.138% |
| AON Aon plc | 1,588 | $513,777.49 | $483,276.04 | - | -$30,501.45 | -5.94% | -1.118% |
| APH Amphenol Corporation | 7,756 | $192,155.13 | $650,573.28 | - | $458,418.15 | 238.57% | +4.523% |
| APP AppLovin Corporation Class A Common Stock | 400 | $206,091.99 | $129,637.56 | - | -$76,454.43 | -37.1% | +3.054% |
| ARW Arrow Electronics Inc. | 1,234 | $263,347.94 | $279,982.26 | - | $16,634.32 | 6.32% | +6.302% |
| AVGO Broadcom Inc. | 6,413 | $1.66M | $2.33M | - | $670,883.73 | 40.5% | +0.582% |
| BAI iShares A.I. Innovation and Tech Active ETF | 248,027 | $8.04M | $11.04M | - | $3.01M | 37.39% | +1.159% |
| BDX Becton, Dickinson and Company | 8,902 | $1.52M | $1.58M | - | $56,111.06 | 3.69% | +0.527% |
| BINC iShares Flexible Income Active ETF | 15,842 | $836,823.42 | $812,062.5 | - | -$24,760.92 | -2.96% | -0.107% |
| BKNG Booking Holdings Inc. | 12,793 | $1.65M | $2.22M | - | $573,864.55 | 34.76% | -0.241% |
| BLCR iShares Large Cap Core ACT ETF | 202,072 | $8.48M | $9.96M | - | $1.48M | 17.44% | +1.014% |
| BNY BlackRock New York Municipal Income Trust | 10,462 | $614,375.87 | $1.7M | - | $1.09M | 177.19% | +0.116% |
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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 - $13.33M, iShares MSCI USA Quality Factor ETF - $9.74M, 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 - $3.73M, Alphabet Inc - $3.28M, 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 $22.42M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $3.86M, iShares MSCI EAFE Value ETF - $2.93M, iShares Core S&P 500 ETF - $2.79M, iShares MBS ETF - $939,785.84, 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.
