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:
1.48%
Gain
Monthly
0.08%
Yearly
0.96%
Drawdown
23.66%
$216.35M
Equity
Holdings
$216.35M
Investment
$178.34M
$39.96M
Profit -$785,093.32
Realized
$1.95M
Unrealized
$38.01M
Dividends
$5.49M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$785,093.32
Win %
89%
This Week
Compared To Last Week
Gain
-0.6%
Profit
-$1.31M
Win %
89%
This Month
Compared to last month
Gain
-0.56%
Profit
-$1.21M
Win %
89%
This Year
Compared to last year
Gain
10.38%
Profit
$20.18M
Win %
90%
AVRE Avantis Real Estate ETF
+0.77%
+$58,054.12 
ERET iShares Environmentally Aware Real Estate ETF
+0.67%
+$2,462.23 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.41%
+$7,703.04 
AAPL Apple Inc.
+0.4%
+$3,216.82 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.28%
+$974.97 
IVAL Alpha Architect International Quantitative Value ETF
+0.27%
+$7,647.89 
DFIP Dimensional Inflation-Protected Securities ETF
+0.23%
+$15,077.72 
QMOM Alpha U.S. Quantitative Momentum ETF
+0.14%
+$4,834.72 
DFSB Dimensional Global Sustainability Fixed Income ETF
+0.12%
+$671.52 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.1%
+$3,565.32 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$8,457.17 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$214.03 
MSFT Microsoft Corp.
-2.49%
-$5,079.81 
IMOM Alpha International Quantitative Momentum ETF
-2.17%
-$63,846.83 
AVSE Avantis Responsible Emerging Markets Equity ETF
-2.03%
-$12,058.12 
AVES Avantis Emerging Markets Value ETF
-1.86%
-$9,978.15 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.63%
-$29,263.12 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.52%
-$5,542.55 
DFAE Dimensional Emerging Core Equity Market ETF
-1.48%
-$13,755.84 
AVSD Avantis Responsible International Equity ETF
-0.84%
-$10,915.2 
AVSU Avantis Responsible U.S. Equity ETF
-0.81%
-$18,918.19 
AVXC Avantis Emerging Markets Ex China ETF
-0.78%
-$136,464.33 
LOW Lowe's Companies Inc.
-0.73%
-$6,310.52 
VOO Vanguard S&P 500 ETF
-0.7%
-$7,539.41 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.7%
-$39,350.16 
DISV Dimensional International Small Cap Equity Fund
-0.63%
-$28,205.32 
DUHP Dimensional US High Profitability ETF
-0.56%
-$59,456.18 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.56%
-$277,101.5 
DFAT Dimensional US Targeted Value ETF
-0.5%
-$31,257.4 
AVIV Avantis International Large Cap Value ETF
-0.49%
-$21,522.93 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.47%
-$1,158.88 
DFAI Dimensional International Core Equity Market ETF
-0.43%
-$10,025.28 
DFIC Dimensional International Core Equity Market ETF
-0.43%
-$83,283.2 
DIHP Dimensional International High Profitability Portfolio
-0.29%
-$13,534.3 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.23%
-$874.3 
SCHM Schwab U.S. Mid-Cap ETF
-0.23%
-$1,348.96 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.21%
-$549.28 
IFEB Innovator International Developed Power Buffer ETF - February
-0.19%
-$691.74 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.16%
-$561.45 
AVLV Avantis U.S. Large Cap Value ETF
-0.1%
-$9,459.06 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$157.41 
DFNM Dimensional National Municipal Bond ETF
-0.01%
-$1,602.69 Events
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Dividends
Dividend Analysis
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| Trades 218 | Longs Won 190/218 87% | Profit Factor 153.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $771,779.46 |
| Average Win $211,687.64 | Best Trade (Jul 14) $9.24M | Sharpe Ratio -66.2 |
| Average Loss -$9,336.89 | Worst Trade (Jul 14) -$153,828.64 | Z-Score 31.32 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 6d | Expectancy $183,299.17 |
| 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 | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
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Returns
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