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Drew Estes Portfolio
Invests via BANYAN CAPITAL MANAGEMENT Inc. | Managed by Drew Estes
Invests via BANYAN CAPITAL MANAGEMENT Inc.
Managed by Drew Estes
Automatically Tracked
Drew Estes Profile
Drew Estes has cultivated a diverse career marked by leadership roles in venture capital and technology sectors. With an entrepreneurial spirit, he co-founded multiple successful startups, driving innovation and market expansion. His strategic insights into growth-stage businesses have positioned him as a key figure for emerging companies seeking funding and development support. A graduate of a leading university, his background equips him with both technical acumen and business strategy expertise. Esteemed for his ability to connect entrepreneurs with resources that amplify their potential, he plays a significant role in shaping the future landscape of the tech industry.
Drew Estes has cultivated a diverse career marked by leadership roles in venture capital and technology sectors. With an entrepreneurial spirit, he co-founded multiple successful startups, driving innovation and market expansion. His strategic insights into growth-stage businesses have positioned him as a key figure for emerging companies seeking funding and development support. A graduate of a leading university, his background equips him with both technical acumen and business strategy expertise. Esteemed for his ability to connect entrepreneurs with resources that amplify their potential, he plays a significant role in shaping the future landscape of the tech industry.
Investment Philosophy & Strategy
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:
31.23%
Gain +0.54%
Monthly
0.45%
Yearly
5.54%
Drawdown
19.19%
$370.37M
Equity
Holdings
$370.37M
Investment
$245.91M
$124.45M
Profit +$1.98M
Realized
$0
Unrealized
$124.45M
Dividends
$56.67M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.54%
Profit
$1.98M
Win %
69%
This Week
Compared To Last Week
Gain
0.54%
Profit
$1.98M
Win %
69%
This Month
Compared to last month
Gain
0.54%
Profit
$1.98M
Win %
69%
This Year
Compared to last year
Gain
7.24%
Profit
$24.99M
Win %
69%
GOOG Alphabet Inc
+3.48%
+$76,156 
GOOGL Alphabet Inc
+3.32%
+$80,800.2 
SNAP Snap Inc.
+0.77%
+$600.32 
CSCO Cisco Systems, Inc.
+0.76%
+$4,969.95 
KO The Coca-Cola Company
+0.69%
+$3,584 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$36,370.95 
SCHE Schwab Emerging Markets Equity ETF
+0.35%
+$44,296.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.3%
+$12,598.42 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.28%
+$30,708.75 
IVV iShares Core S&P 500 ETF
+0.24%
+$34,818.19 
SPY SPDR S&P 500 ETF Trust
+0.22%
+$13,352.86 
SCHX Schwab U.S. Large-Cap ETF
+0.2%
+$105,813.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.2%
+$7,817.25 
SCHA Schwab U.S. Small-Cap ETF
+0.19%
+$38,810.72 
SCHB Schwab U.S. Broad Market ETF
+0.16%
+$1,675.62 
SRLN SPDR Blackstone Senior Loan ETF
+0.06%
+$383.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.06%
+$246.35 
SCHV Schwab U.S. Large-Cap Value ETF
+0.04%
+$3,381.21 
BSCJ
0%
$0 
RWX SPDR Dow Jones International Real Estate ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SPLK Splunk Inc
0%
$0 
AAPL Apple Inc.
-1.8%
-$185,439.77 
EGHT 8x8 Inc.
-1.6%
-$563.64 
IBM International Business Machines Corporation
-0.76%
-$2,984.99 
BBT Beacon Financial Corporation
-0.67%
-$1,845 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.65%
-$121,993.34 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.58%
-$38,583.5 
IDV iShares International Select Dividend ETF
-0.5%
-$3,957.72 
BKLN Invesco Senior Loan ETF
-0.46%
-$89,691.78 
IJS iShares S&P Small-Cap 600 Value ETF
-0.37%
-$3,711.75 
VZ Verizon Communications Inc.
-0.36%
-$575.36 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.35%
-$16,777.53 
SCHC Schwab International Small-Cap Equity ETF
-0.3%
-$5,610.92 
IVE ISHARES S&P 500 VALUE ETF
-0.27%
-$6,363.06 
CAT Caterpillar Inc.
-0.25%
-$3,960 
FNDF Schwab Fundamental International Large Company Index ETF
-0.21%
-$7,656.33 
IEFA iShares Core MSCI EAFE ETF
-0.2%
-$9,223.17 
IFGL iShares International Developed Real Estate ETF
-0.2%
-$1,114.24 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.2%
-$28,292.3 
BND Vanguard Total Bond Market Index Fund
-0.17%
-$539.37 
GILD Gilead Sciences Inc.
-0.16%
-$718.74 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$19,279.06 
VB Vanguard Small-Cap ETF
-0.15%
-$7,786.61 
MDY SPDR S&P MidCap 400 ETF Trust
-0.15%
-$982.26 
IUSB iShares Core Universal USD Bond ETF
-0.14%
-$3,361.74 
T AT&T Inc.
-0.14%
-$393.94 
BNDX Vanguard Total International Bond ETF
-0.12%
-$9,486.9 
SCHP Schwab U.S. TIPS ETF
-0.11%
-$6,935.52 
TIP iShares TIPS Bond ETF
-0.11%
-$4,875.84 
IYR iShares U.S. Real Estate ETF
-0.1%
-$4,167.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$2,964.43 
VNQ Vanguard Real Estate ETF
-0.08%
-$573.12 
DLB Dolby Laboratories Inc.
-0.06%
-$279.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$464 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$18,281.58 
IJR iShares Core S&P Small-Cap ETF
-0.04%
-$3,247.56 
SCHF Schwab International Equity ETF
-0.04%
-$4,889.38 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.02%
-$1,288.12 Events
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Dividends
Dividend Analysis
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| Trades 59 | Longs Won 39/59 66% | Profit Factor 13.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $5.16M |
| Average Win $3.44M | Best Trade (Aug 03) $35M | Sharpe Ratio -182.53 |
| Average Loss -$480,924.58 | Worst Trade (Aug 03) -$1.7M | Z-Score 3.54 (99.96%) |
| Commissions $0 | Avg. Trade Length 7y 7m 1w | Expectancy $2.11M |
| 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% | 0.22% |
| Consecutive Losing Trades | 770 | 693 | 616 | 539 | 462 | 385 | 308 | 231 | 154 | 77 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Drew Estes?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Short-Term Corporate Bond ETF - $9.34M, Invesco Senior Loan ETF - $8.16M, Vanguard FTSE All-World ex-US Small-Cap ETF - $3.14M, Invesco Emerging Markets Sovereign Debt ETF - $3.06M, and iShares Core U.S. Aggregate Bond ETF - $2.74M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Drew Estes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $56.67M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $9.34M, Invesco Senior Loan ETF - $8.16M, Vanguard FTSE All-World ex-US Small-Cap ETF - $3.14M, Invesco Emerging Markets Sovereign Debt ETF - $3.06M, and iShares Core U.S. Aggregate Bond ETF - $2.74M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Drew Estes's monthly returns?
Drew Estes's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Drew Estes's strategy be considered aggressive or moderate?
Drew Estes's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Drew Estes's strategy?
Drew Estes's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
