KV
Katherine Vessenes Portfolio
Invests via Vestment Financial LLC | Managed by Katherine Vessenes, Josh Lantz
Invests via Vestment Financial LLC
Managed by Katherine Vessenes, Josh Lantz
Automatically Tracked
Seasoned operator and early-stage investor focused on technology and founders, Katherine Vessenes brings operating leadership, venture advisory and board experience to seed and Series A companies. She specializes in enterprise SaaS, fintech and developer platforms, advising on go-to-market, product-market fit and fundraising strategy while actively angel investing and mentoring diverse founder cohorts. Regular speaker and network builder, she leverages community engagement to source deal flow and support portfolio growth.
Seasoned operator and early-stage investor focused on technology and founders, Katherine Vessenes brings operating leadership, venture advisory and board experience to seed and Series A companies. She specializes in enterprise SaaS, fintech and developer platforms, advising on go-to-market, product-market fit and fundraising strategy while actively angel investing and mentoring diverse founder cohorts. Regular speaker and network builder, she leverages community engagement to source deal flow and support portfolio growth.
Investment Philosophy & Strategy
Operates as a founder‑centric early-stage investor who prioritizes product-market fit, founder-market alignment and go-to-market leverage in enterprise SaaS, fintech and developer tooling. Prefers seed and Series A stakes with concentrated initial checks and selective follow‑ons, allocating capital to companies with defensible network effects and clear monetization paths. Investment decisions emphasize operator experience, rapid customer feedback loops and fundraising readiness. Sources opportunities through community networks and mentorship programs, adopting a hands-on, growth-oriented approach to de-risk early hypotheses and accelerate scalable commercial traction.
Operates as a founder‑centric early-stage investor who prioritizes product-market fit, founder-market alignment and go-to-market leverage in enterprise SaaS, fintech and developer tooling. Prefers seed and Series A stakes with concentrated initial checks and selective follow‑ons, allocating capital to companies with defensible network effects and clear monetization paths. Investment decisions emphasize operator experience, rapid customer feedback loops and fundraising readiness. Sources opportunities through community networks and mentorship programs, adopting a hands-on, growth-oriented approach to de-risk early hypotheses and accelerate scalable commercial traction.
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:
34.85%
Gain +2.84%
Monthly
1.54%
Yearly
20.1%
Drawdown
13.18%
$227.25M
Equity
Holdings
$227.25M
Investment
$184.22M
$45.14M
Profit +$4.63M
Realized
$2.11M
Unrealized
$43.03M
Dividends
$5.78M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.84%
Profit
$4.63M
Win %
84%
This Week
Compared To Last Week
Gain
2.08%
Profit
$4.62M
Win %
84%
This Month
Compared to last month
Gain
2.22%
Profit
$4.94M
Win %
84%
This Year
Compared to last year
Gain
4.12%
Profit
$8.34M
Win %
85%
IMOM Alpha International Quantitative Momentum ETF
+1.01%
+$29,346.78 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,537.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$38,581.28 
DEHP Dimensional Emerging Markets High Profitability ETF
+0.62%
+$2,221.2 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$4,100.23 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$11,036.28 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$7,376.64 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.42%
+$1,573.74 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$178,887.84 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$1,122.9 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$491.4 
AVLV Avantis U.S. Large Cap Value ETF
+0.14%
+$13,283.76 
AVSE Avantis Responsible Emerging Markets Equity ETF
+0.1%
+$615.44 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$970.48 
AAPL Apple Inc.
-7.35%
-$59,877.82 
IVAL Alpha Architect International Quantitative Value ETF
-2.03%
-$63,094.5 
LOW Lowe's Companies Inc.
-1.08%
-$9,066.39 
AVRE Avantis Real Estate ETF
-0.75%
-$56,057.96 
AVES Avantis Emerging Markets Value ETF
-0.75%
-$3,672.58 
ERET iShares Environmentally Aware Real Estate ETF
-0.64%
-$2,019.07 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$14,815.55 
DIHP Dimensional International High Profitability Portfolio
-0.63%
-$30,792.08 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$8,392.56 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$116,570.74 
AVIV Avantis International Large Cap Value ETF
-0.57%
-$26,258.18 
QVAL Alpha Architect U.S. Quantitative Value ETF
-0.54%
-$21,302.18 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$23,819.84 
QMOM Alpha U.S. Quantitative Momentum ETF
-0.42%
-$15,409.91 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$849.06 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$1,098.8 
AVXC Avantis Emerging Markets Ex China ETF
-0.32%
-$53,713.5 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.3%
-$1,858.3 
DUHP Dimensional US High Profitability ETF
-0.27%
-$29,365.93 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,420.2 
IFEB Innovator International Developed Power Buffer ETF - February
-0.16%
-$599.51 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$10,209.87 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$7,171.69 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$183.95 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$14,782.08 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$7,039.28 
HIDE Alpha Architect High Inflation & Deflation ETF
-0.04%
-$1,400.1 Events
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Dividends
Dividend Analysis
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No Data
| Trades 251 | Longs Won 213/251 84% | Profit Factor 92.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $825,974.56 |
| Average Win $214,228.77 | Best Trade (Aug 13) $10.69M | Sharpe Ratio -62.58 |
| Average Loss -$13,015.28 | Worst Trade (Aug 02) -$154,347.86 | Z-Score 26.44 (100%) |
| Commissions $0 | Avg. Trade Length 11m 3d | Expectancy $179,825.29 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,442 | $593,457.18 | $754,358.22 | - | $160,901.04 | 27.11% | -7.354% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 2,680 | $298,886.77 | $333,606.4 | - | $34,719.63 | 11.62% | -0.328% |
| AVES Avantis Emerging Markets Value ETF | 7,814 | $358,493.53 | $486,343.36 | - | $127,849.83 | 35.66% | -0.749% |
| AVIV Avantis International Large Cap Value ETF | 57,083 | $3.26M | $4.61M | - | $1.35M | 41.42% | -0.567% |
| AVLV Avantis U.S. Large Cap Value ETF | 102,182 | $7.02M | $9.42M | - | $2.4M | 34.13% | +0.141% |
| AVRE Avantis Real Estate ETF | 151,508 | $6.38M | $7.38M | - | $999,071.05 | 15.66% | -0.754% |
| AVSD Avantis Responsible International Equity ETF | 16,685 | $1.04M | $1.35M | - | $312,621.58 | 30% | -0.616% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 8,098 | $439,987.58 | $607,819.68 | - | $167,832.1 | 38.14% | +0.101% |
| AVSU Avantis Responsible U.S. Equity ETF | 29,043 | $2.02M | $2.54M | - | $518,416.88 | 25.67% | +0.437% |
| AVXC Avantis Emerging Markets Ex China ETF | 214,854 | $12.75M | $16.6M | - | $3.86M | 30.26% | -0.322% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 13,864 | $1.58M | $1.63M | - | $49,616.53 | 3.14% | +0.06% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 9,255 | $228,923.46 | $359,741.85 | - | $130,818.39 | 57.15% | +0.621% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.12M | $39.44M | $49.74M | - | $10.3M | 26.13% | +0.361% |
| DFAE Dimensional Emerging Core Equity Market ETF | 24,119 | $609,792.79 | $904,944.88 | - | $295,152.09 | 48.4% | +0.455% |
| DFAI Dimensional International Core Equity Market ETF | 54,872 | $1.61M | $2.31M | - | $700,427.66 | 43.51% | -0.637% |
| DFAT Dimensional US Targeted Value ETF | 92,817 | $5.18M | $6.56M | - | $1.38M | 26.61% | -0.155% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 46,104 | $1.21M | $1.74M | - | $524,476.35 | 43.21% | +0.426% |
| DFIC Dimensional International Core Equity Market ETF | 529,867 | $14.17M | $20.18M | - | $6.01M | 42.41% | -0.574% |
| DFIP Dimensional Inflation-Protected Securities ETF | 159,371 | $6.51M | $6.45M | - | -$51,426.2 | -0.79% | -0.111% |
| DFNM Dimensional National Municipal Bond ETF | 351,964 | $16.87M | $16.77M | - | -$99,238.09 | -0.59% | -0.042% |
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FAQ
Which stocks have generated the highest profits for Katherine Vessenes?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional Emerging Markets Core Equity 2 ETF - $1.62M, Dimensional Short-Duration Fixed Income ETF - $1.19M, Dimensional International Core Equity Market ETF - $701,075.63, Dimensional U.S. Core Equity 2 ETF - $602,351.38, and Dimensional National Municipal Bond ETF - $545,174.25. 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: Advanced Micro Devices, Inc - $37,282.32, Microsoft Corp - $24,680.14, SPDR Portfolio S&P 400 Mid Cap ETF - $9,751.34, Vanguard Total Bond Market Index Fund - $2,778.51, and Vanguard Total International Bond ETF - $2,777.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Katherine Vessenes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.78M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $1.19M, Dimensional International Core Equity Market ETF - $701,075.63, Dimensional U.S. Core Equity 2 ETF - $602,351.38, Dimensional National Municipal Bond ETF - $545,174.25, and Dimensional Inflation-Protected Securities ETF - $453,552.92. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Katherine Vessenes's monthly returns?
Katherine Vessenes's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Katherine Vessenes's strategy be considered aggressive or moderate?
Katherine Vessenes's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Katherine Vessenes's strategy?
Katherine Vessenes's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
