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:
45.1%
Gain +0.75%
Monthly
1.17%
Yearly
14.94%
Drawdown
14.92%
$454.41M
Equity
Holdings
$454.41M
Investment
$318.99M
$171.88M
Profit +$2.86M
Realized
$36.47M
Unrealized
$135.41M
Dividends
$24.95M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$2.86M
Win %
84%
This Week
Compared To Last Week
Gain
-0.86%
Profit
-$3.94M
Win %
84%
This Month
Compared to last month
Gain
-1.66%
Profit
-$7.65M
Win %
84%
This Year
Compared to last year
Gain
9.76%
Profit
$40.41M
Win %
84%
GDX VanEck Gold Miners ETF
+3.46%
+$120.05 
XNTK SPDR NYSE Technology ETF
+2.68%
+$12,399.75 
IBIT iShares Bitcoin Trust
+2.64%
+$100.42 
AIQ Global X Artificial Intelligence & Technology ETF
+2.38%
+$23,406 
XLK State Street Technology Select Sector SPDR ETF
+2.28%
+$173,014.25 
IGM iShares Expanded Tech Sector ETF
+1.82%
+$101,564.4 
XAR SPDR S&P Aerospace & Defense ETF
+1.75%
+$616.08 
VSGX Vanguard ESG International Stock ETF
+1.56%
+$3,965.52 
GLD SPDR Gold Shares
+1.53%
+$179.52 
SCHE Schwab Emerging Markets Equity ETF
+1.51%
+$226.31 
SCHA Schwab U.S. Small-Cap ETF
+1.49%
+$27,457.86 
IWP iShares Russell Mid-Cap Growth ETF
+1.41%
+$2,562.74 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.36%
+$26,629.15 
SCHF Schwab International Equity ETF
+1.36%
+$93,480.51 
EFG iShares MSCI EAFE Growth ETF
+1.36%
+$13,104.11 
USXF iShares ESG Aware MSCI USA ETF
+1.34%
+$5,082.56 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
+1.32%
+$2,545.15 
VOT Vanguard Mid-Cap Growth ETF
+1.32%
+$7,101.78 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.32%
+$30,527.51 
IZRL Ark Israel Innovative Technology ETF
+1.31%
+$73.51 
IWO iShares Russell 2000 Growth ETF
+1.3%
+$2,225.59 
IWY iShares Russell Top 200 Growth ETF
+1.29%
+$76,959.33 
ILCG iShares Morningstar Growth ETF
+1.25%
+$6,755 
FNDF Schwab Fundamental International Large Company Index ETF
+1.24%
+$3,414.45 
AVSD Avantis Responsible International Equity ETF
+1.21%
+$492.1 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$1,785.14 
SPHQ Invesco S&P 500 Quality ETF
+1.2%
+$536,039.77 
NULG Nuveen ESG Large-Cap Growth ETF
+1.15%
+$1,928.55 
AVDE Avantis International Equity ETF
+1.13%
+$142,216.55 
ESGD iShares ESG Aware MSCI EAFE ETF
+1.12%
+$6,156 
IVES Amplify Bloomberg AI Value Chain ETF
+1.12%
+$137.35 
FBCG Fidelity Blue Chip Growth Fund
+1.11%
+$26,989.69 
SCHM Schwab U.S. Mid-Cap ETF
+1.09%
+$127,922.82 
VBK Vanguard Small-Cap Growth ETF
+1.09%
+$1,449.18 
EFV iShares MSCI EAFE Value ETF
+1.04%
+$3,440.07 
IBB iShares Biotechnology ETF
+1.03%
+$14,087.04 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.01%
+$116.87 
SCHV Schwab U.S. Large-Cap Value ETF
+0.95%
+$7,007.09 
IMFL Invesco International Developed Dynamic Multi-Factor Fund
+0.95%
+$657.24 
FESM Fidelity Enhanced Small Cap ETF
+0.93%
+$69,509.52 
EUAD STOXX Europe Aerospace & Defense ETF
+0.92%
+$44.84 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.92%
+$1,339.62 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.91%
+$142.59 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
+0.91%
+$143.52 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.89%
+$601.92 
ESG FlexShares STOXX US ESG Select Fund
+0.85%
+$2,616.29 
VXF Vanguard Extended Market ETF
+0.85%
+$3,524.79 
IWM iShares Russell 2000 ETF
+0.82%
+$862.2 
DIHP Dimensional International High Profitability Portfolio
+0.82%
+$895.67 
LRGE ClearBridge Large Cap Growth ESG ETF
+0.82%
+$4,100.64 
IQLT iShares MSCI International Quality Factor ETF
+0.81%
+$30,029.87 
VUG Vanguard Growth ETF
+0.78%
+$163,358.58 
CGDV Capital Group Dividend Value ETF
+0.71%
+$45,024.57 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.7%
+$498.94 
ESGV Vanguard ESG U.S. Stock ETF
+0.69%
+$6,587.49 
RAFE PIMCO RAFI ESG U.S. ETF
+0.69%
+$1,965.48 
NUSC Nuveen ESG Small-Cap ETF
+0.69%
+$500.85 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.69%
+$246.1 
AOA iShares Core Aggressive Allocation ETF
+0.67%
+$36.77 
MGC Vanguard Mega Cap ETF
+0.66%
+$314.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$34,882.57 
IVV iShares Core S&P 500 ETF
+0.64%
+$79,396.42 
SCHB Schwab U.S. Broad Market ETF
+0.63%
+$96,665.9 
ESGU iShares ESG Aware MSCI USA ETF
+0.62%
+$2,621.96 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$778.5 
IJR iShares Core S&P Small-Cap ETF
+0.6%
+$9,210.69 
IWB iShares Russell 1000 ETF
+0.59%
+$717 
VOO Vanguard S&P 500 ETF
+0.59%
+$136.4 
DSI iShares MSCI KLD 400 Social ETF
+0.57%
+$3,731.73 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
+0.57%
+$21,206.81 
EFIV SPDR S&P 500 ESG ETF
+0.56%
+$810 
VB Vanguard Small-Cap ETF
+0.56%
+$3,724.44 
SUSA iShares MSCI USA ESG Select ETF
+0.53%
+$10,649.07 
XJR iShares ESG Screened S&P Small-Cap ETF
+0.53%
+$592.19 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+0.53%
+$15,374.74 
SCHX Schwab U.S. Large-Cap ETF
+0.51%
+$151,411.27 
VO Vanguard Mid-Cap ETF
+0.51%
+$64,146.38 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.5%
+$4,701.16 
QUAL iShares MSCI USA Quality Factor ETF
+0.5%
+$1,080 
PRF Invesco FTSE RAFI US 1000 ETF
+0.49%
+$1,060 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.48%
+$52,038.75 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.48%
+$180.37 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.47%
+$2,649.78 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.46%
+$123.21 
VTV Vanguard Value ETF
+0.46%
+$19,845 
XMHQ Invesco S&P MidCap Quality ETF
+0.45%
+$11,468.5 
VYM Vanguard High Dividend Yield ETF
+0.41%
+$53,081.3 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.39%
+$24 
IWN iShares Russell 2000 Value ETF
+0.35%
+$59.66 
IWR iShares Russell Mid-Cap ETF
+0.33%
+$202.32 
OMFL Invesco Russell 1000 Dynamic Multifactor ETF
+0.33%
+$5,995.12 
FEOE First Eagle Overseas Equity ETF
+0.32%
+$105.4 
FDVV Fidelity High Dividend ETF
+0.26%
+$52,168.32 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.25%
+$86,875.35 
VIG Vanguard Dividend Appreciation ETF
+0.23%
+$688.6 
XLV Health Care Select Sector SPDR Fund
+0.21%
+$1,090.65 
RSPE Invesco ESG S&P 500 Equal Weight ETF
+0.14%
+$4.22 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.14%
+$450.78 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.12%
+$113.73 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$5,624.59 
IWD iShares Russell 1000 Value ETF
+0.06%
+$9 
SCHD Schwab U.S. Dividend Equity ETF
+0.05%
+$3,379.99 
EMNT PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
+0.05%
+$4,370.22 
XLF Financial Select Sector SPDR Fund
+0.04%
+$267.76 
BLDX Impax Global Infrastructure ETF
0%
$0 
ESGG FlexShares STOXX Global ESG ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
NWLG Nuveen Winslow Large-Cap Growth ESG
0%
$0 
TOKE Cambria Cannabis ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
IDU iShares U.S. Utilities ETF
-0.72%
-$775.5 
SPLV Invesco S&P 500 Low Volatility ETF
-0.72%
-$25,289.09 
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF
-0.65%
-$9,580.78 
ET Energy Transfer L.P.
-0.32%
-$26 
SPGP Invesco S&P 500 GARP ETF
-0.26%
-$6,620.35 
EUSB iShares ESG Advanced Total USD Bond Market ETF
-0.22%
-$1,246.59 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.22%
-$150 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.19%
-$11,974.97 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.19%
-$325.45 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.16%
-$380.88 
GRW TCW Fund Inc. Compounders ETF
-0.16%
-$352.55 
JCPB JPMorgan Core Plus Bond ETF
-0.15%
-$16,693.46 
DWX SPDR S&P International Dividend ETF
-0.15%
-$331.06 
FBND Fidelity Total Bond ETF
-0.14%
-$17,826.06 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.13%
-$632.41 
BSV Vanguard Short-Term Bond ETF
-0.1%
-$308.7 
HYDB iShares High Yield Systematic Bond ETF
-0.08%
-$5.24 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$8,447.6 
HYXF iShares ESG Advanced High Yield Fund
-0.07%
-$167.12 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$381.43 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.07%
-$6,453.8 
JSCP JPMorgan Short Duration Core Plus ETF
-0.06%
-$2,713.29 
SMMU PIMCO Short Term Municipal Bond Active ETF
-0.06%
-$1,975.02 
NULV Nuveen ESG Large-Cap Value ETF
-0.06%
-$597.24 
CGMU Capital Group Municipal Income ETF
-0.06%
-$676.12 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.05%
-$84.5 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$3,902.98 
USMV iShares MSCI USA Min Vol Factor ETF
-0.03%
-$1,223.45 
VRIG Invesco Variable Rate Investment Grade ETF
-0.02%
-$596.77 Events
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Dividends
Dividend Analysis
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| Trades 1859 | Longs Won 1008/1859 54% | Profit Factor 50.12 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $669,025.13 |
| Average Win $173,984.65 | Best Trade (Jul 21) $17.88M | Sharpe Ratio -17.27 |
| Average Loss -$4,111.75 | Worst Trade (Mar 31) -$397,170.37 | Z-Score -15.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $92,456.93 |
| 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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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 - $9.09M, Invesco S&P 500 Quality ETF - $4.32M, iShares Russell Top 200 Growth ETF - $3.92M, Schwab U.S. Large-Cap ETF - $3.49M, and Schwab U.S. Large-Cap Growth ETF - $3.2M. 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, Dimensional International High Profitability Portfolio - $73,574.51, and Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF - $24,807.08. 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 $24.95M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.95M, JPMorgan Core Plus Bond ETF - $1.58M, Invesco S&P 500 Quality ETF - $1.42M, iShares ESG Aware 1-5 Year USD Bond ETF - $1.16M, and Vanguard Short-Term Corporate Bond ETF - $1.11M. 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.
