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:
36.17%
Gain -0.01%
Monthly
0.94%
Yearly
11.85%
Drawdown
12.85%
$458.06M
Equity
Holdings
$458.06M
Investment
$330.26M
$175.53M
Profit -$27,761.99
Realized
$36.47M
Unrealized
$139.07M
Dividends
$23.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$27,761.99
Win %
87%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$27,761.99
Win %
87%
This Month
Compared to last month
Gain
-0.4%
Profit
-$1.82M
Win %
87%
This Year
Compared to last year
Gain
5.72%
Profit
$25.68M
Win %
87%
GDX VanEck Gold Miners ETF
+2.97%
+$113.19 
ET Energy Transfer L.P.
+1.65%
+$124 
XLF Financial Select Sector SPDR Fund
+1.37%
+$9,639.36 
IWN iShares Russell 2000 Value ETF
+1.17%
+$191.52 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$21,748.8 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$131.75 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$177.51 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$131,289.21 
IDU iShares U.S. Utilities ETF
+1.08%
+$1,128 
RSPE Invesco ESG S&P 500 Equal Weight ETF
+1.03%
+$29.75 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$464,743.84 
NUSC Nuveen ESG Small-Cap ETF
+1.01%
+$732.67 
XJR iShares ESG Screened S&P Small-Cap ETF
+1%
+$1,100.19 
FESM Fidelity Enhanced Small Cap ETF
+1%
+$73,504.32 
SCHV Schwab U.S. Large-Cap Value ETF
+1%
+$7,447.36 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.99%
+$9,158.1 
IWD iShares Russell 1000 Value ETF
+0.98%
+$141 
VO Vanguard Mid-Cap ETF
+0.97%
+$121,656.45 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$14,610.17 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$3,721.46 
VTV Vanguard Value ETF
+0.94%
+$39,888.33 
IWR iShares Russell Mid-Cap ETF
+0.93%
+$562 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$52,130.03 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.9%
+$97,139 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$56,658.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$863 
RAFE PIMCO RAFI ESG U.S. ETF
+0.88%
+$2,483.65 
PRF Invesco FTSE RAFI US 1000 ETF
+0.88%
+$1,880 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.88%
+$603.98 
IWM iShares Russell 2000 ETF
+0.87%
+$914.4 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,854.95 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$68,652.59 
SPLV Invesco S&P 500 Low Volatility ETF
+0.85%
+$29,233.26 
SCHE Schwab Emerging Markets Equity ETF
+0.84%
+$126.9 
DSI iShares MSCI KLD 400 Social ETF
+0.83%
+$5,445.07 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
+0.81%
+$11,560.28 
EFIV SPDR S&P 500 ESG ETF
+0.81%
+$1,174.5 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$102,943.76 
VOT Vanguard Mid-Cap Growth ETF
+0.76%
+$4,113 
SPGP Invesco S&P 500 GARP ETF
+0.74%
+$18,494.96 
NULV Nuveen ESG Large-Cap Value ETF
+0.72%
+$7,166.88 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.71%
+$43.2 
VB Vanguard Small-Cap ETF
+0.7%
+$4,678.24 
XNTK SPDR NYSE Technology ETF
+0.69%
+$3,415.5 
IGM iShares Expanded Tech Sector ETF
+0.69%
+$39,537.57 
CGDV Capital Group Dividend Value ETF
+0.66%
+$41,761.92 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$1,133.36 
AVDE Avantis International Equity ETF
+0.59%
+$74,999.77 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$401.28 
FDVV Fidelity High Dividend ETF
+0.57%
+$114,118.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$30,774.34 
NULG Nuveen ESG Large-Cap Growth ETF
+0.56%
+$941.85 
IVV iShares Core S&P 500 ETF
+0.55%
+$68,364.72 
VOO Vanguard S&P 500 ETF
+0.55%
+$126.48 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$690.27 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,565 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.53%
+$19,670.08 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$10,517.64 
ESGV Vanguard ESG U.S. Stock ETF
+0.52%
+$4,922.45 
IWB iShares Russell 1000 ETF
+0.52%
+$624 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$74,645.48 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$1,613.86 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$2,024.88 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$141,223.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$1,010.01 
VXF Vanguard Extended Market ETF
+0.44%
+$1,845.9 
VSGX Vanguard ESG International Stock ETF
+0.44%
+$1,160.64 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$20,064.73 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.43%
+$112.55 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.43%
+$7,727.1 
AVSD Avantis Responsible International Equity ETF
+0.42%
+$174.05 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.42%
+$12,184.27 
XMHQ Invesco S&P MidCap Quality ETF
+0.41%
+$10,321.65 
ESG FlexShares STOXX US ESG Select Fund
+0.4%
+$1,230.57 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$9,478.86 
AOA iShares Core Aggressive Allocation ETF
+0.39%
+$21.66 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$1,103.12 
MGC Vanguard Mega Cap ETF
+0.38%
+$183.04 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$538 
IZRL Ark Israel Innovative Technology ETF
+0.36%
+$20.27 
ESGG FlexShares STOXX Global ESG ETF
+0.35%
+$1,540.23 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$6,762.96 
VBK Vanguard Small-Cap Growth ETF
+0.33%
+$450.08 
JKE iShares Morningstar Large-Cap Growth ETF
+0.32%
+$1,737 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.29%
+$46.92 
SCHF Schwab International Equity ETF
+0.29%
+$20,488.88 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.26%
+$99.9 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$1,404 
FBCG Fidelity Blue Chip Growth Fund
+0.25%
+$6,087.94 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$1,261.8 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+0.2%
+$396.95 
VUG Vanguard Growth ETF
+0.18%
+$36,847.8 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$195.42 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$40,882.52 
IBB iShares Biotechnology ETF
+0.1%
+$1,247.22 
FEOE First Eagle Overseas Equity ETF
+0.09%
+$31 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$830 
GLD SPDR Gold Shares
+0.06%
+$7.04 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$105.68 
IVES Amplify Bloomberg AI Value Chain ETF
+0.05%
+$6.7 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+0.04%
+$31.08 
EFG iShares MSCI EAFE Growth ETF
+0.04%
+$405.7 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$1,520.5 
VRIG Invesco Variable Rate Investment Grade ETF
+0.04%
+$1,455.69 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$49.76 
HYDB iShares High Yield Systematic Bond ETF
+0.03%
+$2.1 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.03%
+$2,913.48 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$2,077.82 
GRW TCW Fund Inc. Compounders ETF
+0.01%
+$28.2 
BSV Vanguard Short-Term Bond ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
NWLG Nuveen Winslow Large-Cap Growth ESG
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TOKE Cambria Cannabis ETF
0%
$0 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$601.12 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$468.66 
EUAD STOXX Europe Aerospace & Defense ETF
-0.77%
-$37.76 
DWX SPDR S&P International Dividend ETF
-0.25%
-$576.6 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$925.39 
JMUB JPMorgan Municipal Bond ETF
-0.16%
-$871.84 
FBND Fidelity Total Bond ETF
-0.13%
-$16,454.82 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.13%
-$8,258.6 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$285.66 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$75 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$9,539.12 
JSCP JPMorgan Short Duration Core Plus ETF
-0.08%
-$3,346.3 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.07%
-$133.01 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$361.38 
CGMU Capital Group Municipal Income ETF
-0.07%
-$901.5 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.07%
-$393.66 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.06%
-$1,975.02 
LRGE ClearBridge Large Cap Growth ESG ETF
-0.06%
-$289.44 
HYXF iShares ESG Advanced High Yield Fund
-0.05%
-$119.37 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$4,223.8 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$67.6 
BLDX Impax Global Infrastructure ETF
-0.04%
-$258.17 
IBIT iShares Bitcoin Trust
-0.03%
-$1.03 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$2,472.72 
IWY iShares Russell Top 200 Growth ETF
0%
-$213.03 Events
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Dividends
Dividend Analysis
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| Trades 1859 | Longs Won 1021/1859 54% | Profit Factor 54.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,465.28 |
| Average Win $175,132.43 | Best Trade (Jun 14) $17.16M | Sharpe Ratio -8.53 |
| Average Loss -$3,909.18 | Worst Trade (Mar 31) -$397,170.37 | Z-Score -14.81 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 5d | Expectancy $94,424.05 |
| 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 | 111,111 | 100,000 | 88,889 | 77,778 | 66,667 | 55,556 | 44,444 | 33,333 | 22,222 | 11,111 |
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Returns
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Option values are updated at end of day.
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