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:
30.3%
Gain -0.49%
Monthly
1.24%
Yearly
15.92%
Drawdown
13.18%
$225.13M
Equity
Holdings
$225.13M
Investment
$189.7M
$39.44M
Profit -$832,133.8
Realized
$4.01M
Unrealized
$35.43M
Dividends
$6.67M
Goals
Avg. 78% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$832,133.8
Win %
76%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.25M
Win %
76%
This Month
Compared to last month
Gain
0.33%
Profit
$729,428.51
Win %
76%
This Year
Compared to last year
Gain
2.81%
Profit
$5.49M
Win %
79%
ERET iShares Environmentally Aware Real Estate ETF
+1.06%
+$2,998.2 
IVAL Alpha Architect International Quantitative Value ETF
+1%
+$30,592.84 
IMOM Alpha International Quantitative Momentum ETF
+0.97%
+$28,842.37 
LOW Lowe's Companies Inc.
+0.83%
+$6,470.28 
DFIV Dimensional International Value ETF
+0.56%
+$1,342.85 
AVIV Avantis International Large Cap Value ETF
+0.43%
+$19,594.62 
AAPL Apple Inc.
+0.41%
+$3,448.36 
DFIC Dimensional International Core Equity Market ETF
+0.34%
+$74,289.8 
AVRE Avantis Real Estate ETF
+0.29%
+$19,834.62 
DISV Dimensional International Small Cap Equity Fund
+0.28%
+$12,991.56 
DFIP Dimensional Inflation-Protected Securities ETF
+0.24%
+$14,936.66 
DIHP Dimensional International High Profitability Portfolio
+0.2%
+$9,836.75 
HIDE Alpha Architect High Inflation & Deflation ETF
+0.16%
+$8,813.88 
QVAL Alpha Architect U.S. Quantitative Value ETF
+0.13%
+$5,595.52 
DFAI Dimensional International Core Equity Market ETF
+0.12%
+$2,740.6 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.11%
+$735.5 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.09%
+$378.29 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$875.64 
DFNM Dimensional National Municipal Bond ETF
+0.03%
+$6,038.48 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.02%
+$5,018.2 
MSFT Microsoft Corp.
-1.94%
-$5,778.85 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.9%
-$6,776.86 
QMOM Alpha U.S. Quantitative Momentum ETF
-1.75%
-$69,114.5 
DFAE Dimensional Emerging Core Equity Market ETF
-1.65%
-$15,087.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.57%
-$28,697.57 
AVSE Avantis Responsible Emerging Markets Equity ETF
-1.57%
-$9,740.15 
AVXC Avantis Emerging Markets Ex China ETF
-1.56%
-$280,470.75 
AVES Avantis Emerging Markets Value ETF
-1.35%
-$6,846.03 
AVSU Avantis Responsible U.S. Equity ETF
-1.22%
-$32,422.68 
SCHM Schwab U.S. Mid-Cap ETF
-1.11%
-$6,076.84 
SPY SPDR S&P 500 ETF Trust
-1.1%
-$3,111.43 
VOO Vanguard S&P 500 ETF
-1.08%
-$11,857.94 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.07%
-$63,179.98 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.95%
-$2,244.19 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.91%
-$497,179.12 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.64%
-$2,320.66 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.59%
-$3,461.92 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.4%
-$1,064.7 
AVSD Avantis Responsible International Equity ETF
-0.3%
-$3,999.12 
AVLV Avantis U.S. Large Cap Value ETF
-0.25%
-$24,627.06 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$10,349.88 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$238.5 
ISEP Innovator International Developed Power Buffer ETF – September
-0.04%
-$143.53 
DFSB Dimensional Global Sustainability Fixed Income ETF
-0.03%
-$182.62 Events
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Dividends
Dividend Analysis
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No Data
| Trades 290 | Longs Won 230/290 79% | Profit Factor 32.49 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $699,233.63 |
| Average Win $176,929.74 | Best Trade (Oct 14) $9.81M | Sharpe Ratio -71.98 |
| Average Loss -$20,874.2 | Worst Trade (Oct 14) -$267,830.59 | Z-Score 13.71 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $136,004.79 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 2,437 | $592,242.54 | $836,902.35 | - | $244,659.81 | 41.31% | +0.414% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 3,439 | $392,195.65 | $437,956.65 | - | $45,761 | 11.67% | +0.086% |
| AVES Avantis Emerging Markets Value ETF | 7,869 | $362,046.77 | $499,524.12 | - | $137,477.35 | 37.97% | -1.352% |
| AVIV Avantis International Large Cap Value ETF | 56,796 | $3.24M | $4.55M | - | $1.31M | 40.44% | +0.432% |
| AVLV Avantis U.S. Large Cap Value ETF | 104,796 | $7.26M | $9.76M | - | $2.5M | 34.51% | -0.252% |
| AVRE Avantis Real Estate ETF | 152,574 | $6.43M | $6.87M | - | $439,823.76 | 6.84% | +0.29% |
| AVSD Avantis Responsible International Equity ETF | 16,663 | $1.04M | $1.32M | - | $275,870.7 | 26.51% | -0.303% |
| AVSE Avantis Responsible Emerging Markets Equity ETF | 8,185 | $446,839.01 | $610,846.55 | - | $164,007.54 | 36.7% | -1.57% |
| AVSU Avantis Responsible U.S. Equity ETF | 30,021 | $2.11M | $2.63M | - | $522,664.44 | 24.83% | -1.219% |
| AVXC Avantis Emerging Markets Ex China ETF | 228,025 | $13.83M | $17.73M | - | $3.91M | 28.25% | -1.557% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 14,594 | $1.67M | $1.73M | - | $62,834.13 | 3.77% | +0.051% |
| DEHP Dimensional Emerging Markets High Profitability ETF | 9,258 | $229,046.4 | $350,600.46 | - | $121,554.06 | 53.07% | -1.896% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 1.21M | $43.63M | $54.3M | - | $10.67M | 24.45% | -0.907% |
| DFAE Dimensional Emerging Core Equity Market ETF | 24,140 | $610,617.05 | $899,094.3 | - | $288,477.25 | 47.24% | -1.65% |
| DFAI Dimensional International Core Equity Market ETF | 54,812 | $1.61M | $2.28M | - | $670,063.33 | 41.67% | +0.12% |
| DFAT Dimensional US Targeted Value ETF | 98,574 | $5.57M | $6.7M | - | $1.14M | 20.41% | -0.154% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 47,434 | $1.27M | $1.8M | - | $529,255.03 | 41.79% | -1.573% |
| DFIC Dimensional International Core Equity Market ETF | 571,460 | $15.72M | $21.58M | - | $5.85M | 37.23% | +0.345% |
| DFIP Dimensional Inflation-Protected Securities ETF | 157,228 | $6.42M | $6.23M | - | -$189,904.76 | -2.96% | +0.24% |
| DFIV Dimensional International Value ETF | 4,263 | $234,849 | $240,710.29 | - | $5,861.29 | 2.5% | +0.561% |
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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 US High Profitability ETF - $2.02M, Dimensional Emerging Markets Core Equity 2 ETF - $1.64M, Dimensional Short-Duration Fixed Income ETF - $1.35M, Dimensional International Core Equity Market ETF - $799,101.03, and Dimensional U.S. Core Equity 2 ETF - $710,802.13. 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 - $8,922.65, 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 $6.67M earned over time. The largest contributors to dividend income include Dimensional Short-Duration Fixed Income ETF - $1.35M, Dimensional International Core Equity Market ETF - $799,101.03, Dimensional U.S. Core Equity 2 ETF - $710,802.13, Dimensional National Municipal Bond ETF - $627,709.81, and Dimensional Inflation-Protected Securities ETF - $500,317.15. 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.
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