DK
Daniel Kauper Portfolio
Invests via Milestone Investment Advisors LLC | Managed by Daniel Kauper
Invests via Milestone Investment Advisors LLC
Managed by Daniel Kauper
Automatically Tracked
Daniel Kauper Profile
Daniel Kauper is an accomplished entrepreneur with extensive experience in developing innovative tech solutions for the financial services sector. His career has been marked by a strong focus on transforming traditional business models through digital transformation, positioning companies to better meet evolving market demands. Known for his ability to harness emerging technologies, he has successfully launched several startups that have gained significant traction within niche markets. His leadership not only drives operational excellence but also fosters a culture of innovation and agility among teams, which is crucial in today’s competitive landscape. Daniel's contributions highlight his importance as a thought leader and change agent within the broader finance ecosystem.
Daniel Kauper is an accomplished entrepreneur with extensive experience in developing innovative tech solutions for the financial services sector. His career has been marked by a strong focus on transforming traditional business models through digital transformation, positioning companies to better meet evolving market demands. Known for his ability to harness emerging technologies, he has successfully launched several startups that have gained significant traction within niche markets. His leadership not only drives operational excellence but also fosters a culture of innovation and agility among teams, which is crucial in today’s competitive landscape. Daniel's contributions highlight his importance as a thought leader and change agent within the broader finance ecosystem.
Investment Philosophy & Strategy
Through a lens of innovation, Daniel Kauper exemplifies an entrepreneurial spirit that bridges technology and financial services. His strategic thinking leverages disruptive technologies to redefine traditional frameworks, fostering agile business models that adapt to shifting consumer demands. Drawing from robust operational expertise, he creates pathways for startups to scale effectively while maintaining a competitive edge in the market. The focus remains on building transformative solutions that resonate with users, enhancing user experience and engagement within niche sectors. This proactive approach positions him as a significant player in reshaping the future landscape of finance.
Through a lens of innovation, Daniel Kauper exemplifies an entrepreneurial spirit that bridges technology and financial services. His strategic thinking leverages disruptive technologies to redefine traditional frameworks, fostering agile business models that adapt to shifting consumer demands. Drawing from robust operational expertise, he creates pathways for startups to scale effectively while maintaining a competitive edge in the market. The focus remains on building transformative solutions that resonate with users, enhancing user experience and engagement within niche sectors. This proactive approach positions him as a significant player in reshaping the future landscape of finance.
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:
52.26%
Gain -0.38%
Monthly
1.2%
Yearly
15.39%
Drawdown
14.92%
$462.43M
Equity
Holdings
$462.43M
Investment
$321.39M
$183.89M
Profit -$1.48M
Realized
$42.85M
Unrealized
$141.04M
Dividends
$25.62M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.38%
Profit
-$1.48M
Win %
77%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$1.48M
Win %
77%
This Month
Compared to last month
Gain
-1.07%
Profit
-$5.02M
Win %
77%
This Year
Compared to last year
Gain
-0.07%
Profit
-$311,918.13
Win %
79%
IBIT iShares Bitcoin Trust
+2.44%
+$110.21 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$6,684 
IBB iShares Biotechnology ETF
+0.85%
+$13,514.34 
SPGP Invesco S&P 500 GARP ETF
+0.63%
+$15,389.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$39,412.17 
USMV iShares MSCI USA Min Vol Factor ETF
+0.6%
+$27,867.6 
IZRL Ark Israel Innovative Technology ETF
+0.56%
+$29.72 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.45%
+$5,461.31 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.36%
+$125,479.12 
WTV WisdomTree U.S. Value Fund
+0.25%
+$3.51 
FEOE First Eagle Overseas Equity ETF
+0.2%
+$293.26 
RSPE Invesco ESG S&P 500 Equal Weight ETF
+0.15%
+$4.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$5,476.4 
VRIG Invesco Variable Rate Investment Grade ETF
+0.08%
+$2,828.64 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.07%
+$1,332.25 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.07%
+$2,310 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$140 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.03%
+$2,423.3 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.02%
+$47.1 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.02%
+$2,072.01 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$1,034.24 
MEAR iShares Short Maturity Bond ETF
+0.01%
+$36.91 
NULV Nuveen ESG Large-Cap Value ETF
+0.01%
+$94.15 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
VCEB Vanguard ESG U.S. Corporate Bond Fund
0%
$0 
GDX VanEck Gold Miners ETF
-3%
-$142.59 
XNTK SPDR NYSE Technology ETF
-1.63%
-$7,978.5 
USXF iShares ESG Aware MSCI USA ETF
-1.6%
-$6,190.8 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$121,165.99 
GLD SPDR Gold Shares
-1.3%
-$166.4 
GRNY Fundstrat Granny Shots US Large Cap ETF
-1.29%
-$153 
EUAD STOXX Europe Aerospace & Defense ETF
-1.28%
-$64.9 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$826.88 
XAR SPDR S&P Aerospace & Defense ETF
-1.18%
-$394.4 
ILCG iShares Morningstar Growth ETF
-1.15%
-$6,369 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.15%
-$23,475.19 
EFG iShares MSCI EAFE Growth ETF
-1.14%
-$11,278.46 
IDU iShares U.S. Utilities ETF
-1.14%
-$1,156.2 
SCHF Schwab International Equity ETF
-1.12%
-$82,778.22 
SCHE Schwab Emerging Markets Equity ETF
-1.11%
-$173.43 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$28,901.76 
VSGX Vanguard ESG International Stock ETF
-1.04%
-$2,769.2 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.98%
-$1,957.2 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$17,479.8 
SCHV Schwab U.S. Large-Cap Value ETF
-0.91%
-$6,956.46 
FBCG Fidelity Blue Chip Growth Fund
-0.88%
-$29,489.95 
SCHM Schwab U.S. Mid-Cap ETF
-0.85%
-$99,681.9 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.85%
-$51 
SPHQ Invesco S&P 500 Quality ETF
-0.84%
-$381,805.71 
IGM iShares Expanded Tech Sector ETF
-0.81%
-$46,025 
FNDF Schwab Fundamental International Large Company Index ETF
-0.78%
-$2,285.05 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$94,061.17 
AVDE Avantis International Equity ETF
-0.72%
-$97,080.99 
IWF iShares Russell 1000 Growth ETF
-0.68%
-$1,051.87 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.66%
-$20,737.81 
IWP iShares Russell Mid-Cap Growth ETF
-0.65%
-$1,188.9 
IWY iShares Russell Top 200 Growth ETF
-0.65%
-$36,933.4 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$32 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.64%
-$221.49 
ESG FlexShares STOXX US ESG Select Fund
-0.63%
-$1,983.53 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.62%
-$3,528.36 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$901.17 
NULG Nuveen ESG Large-Cap Growth ETF
-0.6%
-$1,572.06 
CGMM Capital Group U.S. Small and Mid Cap ETF
-0.59%
-$1,020.84 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$24.08 
CGDV Capital Group Dividend Value ETF
-0.55%
-$36,639.27 
VBK Vanguard Small-Cap Growth ETF
-0.54%
-$717.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.53%
-$796.23 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$2,782.57 
AIQ Global X Artificial Intelligence & Technology ETF
-0.52%
-$5,171.06 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$7,560.26 
XLG Invesco S&P 500 Top 50 ETF
-0.5%
-$28.66 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.5%
-$543.37 
BLDX Impax Global Infrastructure ETF
-0.49%
-$3,581 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.49%
-$474.99 
IQLT iShares MSCI International Quality Factor ETF
-0.48%
-$18,299.54 
VTV Vanguard Value ETF
-0.47%
-$21,106.72 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.45%
-$74.21 
VO Vanguard Mid-Cap ETF
-0.44%
-$60,510.96 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.44%
-$169.28 
ESGG FlexShares STOXX Global ESG ETF
-0.43%
-$1,963.71 
XLF Financial Select Sector SPDR Fund
-0.43%
-$3,280.06 
FDVV Fidelity High Dividend ETF
-0.42%
-$85,992.24 
SUSA iShares MSCI USA ESG Select ETF
-0.41%
-$8,442.41 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
-0.41%
-$290.08 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$455.98 
IWO iShares Russell 2000 Growth ETF
-0.39%
-$655.79 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.37%
-$100.67 
PRVS Parnassus Value Select Fund
-0.36%
-$456 
EFIV SPDR S&P 500 ESG ETF
-0.36%
-$583 
VOO Vanguard S&P 500 ETF
-0.35%
-$83.98 
ESGU iShares ESG Aware MSCI USA ETF
-0.35%
-$1,506.26 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$1,007.78 
IVV iShares Core S&P 500 ETF
-0.34%
-$43,897.76 
SCHB Schwab U.S. Broad Market ETF
-0.34%
-$53,739.29 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$449.8 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.34%
-$18,859.68 
IWB iShares Russell 1000 ETF
-0.33%
-$411 
VB Vanguard Small-Cap ETF
-0.32%
-$2,118.56 
MGC Vanguard Mega Cap ETF
-0.31%
-$152.24 
SCHX Schwab U.S. Large-Cap ETF
-0.3%
-$90,141.12 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.27%
-$10,429.84 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.27%
-$88.74 
FNDB Schwab Fundamental U.S. Broad Market ETF
-0.27%
-$2,575.76 
VXF Vanguard Extended Market ETF
-0.26%
-$1,089.96 
FESM Fidelity Enhanced Small Cap ETF
-0.25%
-$19,515.85 
IWR iShares Russell Mid-Cap ETF
-0.24%
-$150.39 
EFV iShares MSCI EAFE Value ETF
-0.23%
-$785.7 
NUSC Nuveen ESG Small-Cap ETF
-0.22%
-$157.41 
PRF Invesco FTSE RAFI US 1000 ETF
-0.21%
-$480 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.2%
-$1,175.44 
VUG Vanguard Growth ETF
-0.19%
-$41,685.3 
IWM iShares Russell 2000 ETF
-0.19%
-$196.2 
DWX SPDR S&P International Dividend ETF
-0.18%
-$408.43 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.17%
-$19,400.15 
XMHQ Invesco S&P MidCap Quality ETF
-0.15%
-$4,362.05 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$471.27 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$202.8 
HYDB iShares High Yield Systematic Bond ETF
-0.1%
-$6.3 
CVMC Calvert US Mid-Cap Core Responsible Index Fund
-0.1%
-$23.91 
ESGV Vanguard ESG U.S. Stock ETF
-0.08%
-$792.22 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.08%
-$54.49 
JSCP JPMorgan Short Duration Core Plus ETF
-0.07%
-$3,246.88 
CGMU Capital Group Municipal Income ETF
-0.06%
-$676.12 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.06%
-$281.7 
DSI iShares MSCI KLD 400 Social ETF
-0.06%
-$418.91 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$272.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$2,811.45 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.05%
-$261.2 
IWN iShares Russell 2000 Value ETF
-0.04%
-$6.84 
SPLV Invesco S&P 500 Low Volatility ETF
-0.03%
-$1,159.3 
HYXF iShares ESG Advanced High Yield Fund
-0.03%
-$68.74 
IWD iShares Russell 1000 Value ETF
-0.03%
-$4.8 
RAFE PIMCO RAFI ESG U.S. ETF
-0.03%
-$95.97 
IUSB iShares Core Universal USD Bond ETF
-0.03%
-$2.66 
FBND Fidelity Total Bond ETF
-0.02%
-$2,903.14 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.02%
-$2,037.71 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$1,023.05 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$19.43 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$644.21 Events
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Dividends
Dividend Analysis
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| Trades 1948 | Longs Won 1477/1948 75% | Profit Factor 35.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $687,761.02 |
| Average Win $128,121.1 | Best Trade (Sep 03) $18.92M | Sharpe Ratio -74.66 |
| Average Loss -$11,341.57 | Worst Trade (Mar 31) -$397,170.37 | Z-Score 7.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 3d | Expectancy $94,400.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AIQ Global X Artificial Intelligence & Technology ETF | 15,436 | $569,571.86 | $982,424.22 | - | $412,852.36 | 72.48% | -0.524% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 555 | $26,194.88 | $38,325.52 | - | $12,130.64 | 46.31% | -0.44% |
| AVDE Avantis International Equity ETF | 144,897 | $10.05M | $13.37M | - | $3.32M | 33.08% | -0.721% |
| AVSD Avantis Responsible International Equity ETF | 1,767 | $137,932.65 | $143,515.74 | - | $5,583.09 | 4.05% | -0.624% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 80,327 | $6.14M | $5.95M | - | -$196,171.13 | -3.19% | -0.047% |
| BLDX Impax Global Infrastructure ETF | 28,648 | $734,807.23 | $723,934.96 | - | -$10,872.27 | -1.48% | -0.492% |
| BSV Vanguard Short-Term Bond ETF | 3,887 | $301,513.17 | $298,268.94 | - | -$3,244.23 | -1.08% | -0.007% |
| CGDV Capital Group Dividend Value ETF | 135,701 | $5.17M | $6.66M | - | $1.49M | 28.85% | -0.547% |
| CGMM Capital Group U.S. Small and Mid Cap ETF | 5,370 | $177,049 | $170,926.56 | - | -$6,122.44 | -3.46% | -0.594% |
| CGMS Capital Group U.S. Multi-Sector Income ETF | 18,780 | $509,457.04 | $503,210.1 | - | -$6,246.94 | -1.23% | -0.056% |
| CGMU Capital Group Municipal Income ETF | 45,075 | $1.22M | $1.2M | - | -$19,481.72 | -1.6% | -0.056% |
| CVMC Calvert US Mid-Cap Core Responsible Index Fund | 328 | $24,971 | $24,649.2 | - | -$321.8 | -1.29% | -0.097% |
| DIHP Dimensional International High Profitability Portfolio | 3,257 | $103,133 | $112,285.07 | - | $9,152.07 | 8.87% | -0.404% |
| DMXF iShares ESG Advanced MSCI EAFE Index Fund | 2,330 | $130,331.97 | $198,399.5 | - | $68,067.53 | 52.23% | -0.977% |
| DSI iShares MSCI KLD 400 Social ETF | 5,237 | $514,272.8 | $761,197.95 | - | $246,925.15 | 48.01% | -0.055% |
| DWX SPDR S&P International Dividend ETF | 4,805 | $201,695.52 | $228,645.92 | - | $26,950.4 | 13.36% | -0.178% |
| EFG iShares MSCI EAFE Growth ETF | 8,114 | $711,759.71 | $976,763.32 | - | $265,003.61 | 37.23% | -1.141% |
| EFIV SPDR S&P 500 ESG ETF | 2,200 | $135,727.22 | $162,437 | - | $26,709.78 | 19.68% | -0.358% |
| EFV iShares MSCI EAFE Value ETF | 4,247 | $194,852.57 | $348,742.4 | - | $153,889.83 | 78.98% | -0.225% |
| EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund | 96,932 | $9.55M | $9.56M | - | $13,966.78 | 0.15% | +0.025% |
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FAQ
Which stocks have generated the highest profits for Daniel Kauper?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $9.17M, Invesco S&P 500 Quality ETF - $4.32M, iShares Russell Top 200 Growth ETF - $4.16M, Schwab U.S. Large-Cap ETF - $3.59M, and Schwab U.S. Large-Cap Growth ETF - $3.56M. 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 Global Clean Energy ETF - $937,617.84, Financial Select Sector SPDR Fund - $326,267.57, First Trust Nasdaq Clean Edge Green Energy Index Fund - $160,169.14, Chevron Corporation - $99,348.38, and Exxon Mobil Corporation - $98,610.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daniel Kauper's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.62M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.95M, JPMorgan Core Plus Bond ETF - $1.65M, Invesco S&P 500 Quality ETF - $1.42M, iShares ESG Aware 1-5 Year USD Bond ETF - $1.24M, and Vanguard Short-Term Corporate Bond ETF - $1.19M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daniel Kauper's monthly returns?
Daniel Kauper'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 Daniel Kauper's strategy be considered aggressive or moderate?
Daniel Kauper'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 Daniel Kauper's strategy?
Daniel Kauper'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.
