DE
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:
90.18%
Gain -3.02%
Monthly
1.38%
Yearly
17.94%
Drawdown
29.11%
$599.36M
Equity
Holdings
$599.36M
Investment
$407.76M
$223.72M
Profit -$7.32M
Realized
$32.12M
Unrealized
$191.61M
Dividends
$66.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-3.02%
Profit
-$7.32M
Win %
65%
This Week
Compared To Last Week
Gain
-0.51%
Profit
-$3.09M
Win %
65%
This Month
Compared to last month
Gain
-1.77%
Profit
-$10.81M
Win %
65%
This Year
Compared to last year
Gain
4.53%
Profit
$30.87M
Win %
67%
PSX Phillips 66
+3.09%
+$19,835.25 
DHR Danaher Corporation
+2.97%
+$102,982 
LH Labcorp Holdings Inc.
+2.71%
+$329,071.82 
CVX Chevron Corporation
+2.62%
+$19,826.96 
SHEL Shell plc
+2.59%
+$12,750 
XOM Exxon Mobil Corporation
+2.54%
+$19,227.6 
JPM JPMorgan Chase & Co.
+1%
+$6,316.9 
NEM Newmont Corporation
+0.92%
+$8,001.75 
T AT&T Inc.
+0.83%
+$2,888.92 
B BARRICK MINING CORP Common Stock (ABR0)
+0.64%
+$4,671 
ABBV AbbVie Inc.
+0.47%
+$3,604.97 
PG Procter & Gamble Co
+0.36%
+$1,935.03 
GLD SPDR Gold Shares
+0.32%
+$1,575 
VZ Verizon Communications Inc.
+0.31%
+$593.92 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$60,053.91 
WPM Wheaton Precious Metals Corp.
+0.27%
+$1,730 
JNJ Johnson & Johnson
+0.21%
+$1,901.76 
BKLN Invesco Senior Loan ETF
+0.19%
+$37,764.96 
SRLN SPDR Blackstone Senior Loan ETF
+0.11%
+$690.66 
FDS FactSet Research Systems Inc.
+0.1%
+$9,941.78 
RTX RTX Corporation
+0.09%
+$357.85 
BAC Bank of America Corporation
+0.04%
+$140.62 
CSCO Cisco Systems, Inc.
+0.01%
+$95.48 
TXN Texas Instruments Inc
0%
+$23.7 
LBRDK Liberty Broadband Corporation
0%
$0 
SNAP Snap Inc.
0%
$0 
SPLK Splunk Inc
0%
$0 BSCJ
BSCJ
0%
$0 N393
N39338194
0%
$0 
WTKWY Wolters Kluwer N.V. Sponsored ADR
-3.42%
-$284,580.8 
DG Dollar General Corporation
-3.37%
-$497,746.32 
KMX CarMax Inc.
-2.97%
-$309,661.62 
ROP Roper Technologies Inc.
-2.7%
-$212,140.94 
DLB Dolby Laboratories Inc.
-2.6%
-$14,981.05 
OKE ONEOK, Inc.
-2.32%
-$7,864.5 
PHIN Phinia Inc.
-2.02%
-$240,750.09 
FISV Fiserv, Inc.
-1.9%
-$107,906.68 
AKRE Akre Focus ETF
-1.88%
-$43,508.52 
IFGL iShares International Developed Real Estate ETF
-1.79%
-$9,678.24 
MCD McDonald's Corporation
-1.78%
-$11,216.42 
HSIC Henry Schein, Inc.
-1.59%
-$128,675.19 
CHTR Charter Communications Inc
-1.5%
-$78,045 
ABNB Airbnb, Inc.
-1.36%
-$85,788.27 
GOOGL Alphabet Inc
-1.26%
-$30,958.2 
GOOG Alphabet Inc
-1.24%
-$27,049.6 
SO The Southern Company
-1.18%
-$3,858.38 
IDV iShares International Select Dividend ETF
-1.12%
-$9,204 
DUK Duke Energy Corporation
-1.07%
-$3,191.04 
AXP American Express Company
-1.03%
-$35,081.02 
IYR iShares U.S. Real Estate ETF
-0.96%
-$36,563.85 
WMT Walmart Inc.
-0.91%
-$7,699.23 
EMR Emerson Electric Co.
-0.9%
-$5,429.65 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$64,950.66 
EGHT 8x8 Inc.
-0.81%
-$281.82 
SCHA Schwab U.S. Small-Cap ETF
-0.81%
-$161,213.76 
VLTO Veralto Corporation
-0.79%
-$2,031.48 
VNT Vontier Corporation
-0.74%
-$103,646.64 
IVV iShares Core S&P 500 ETF
-0.74%
-$110,617.06 
KO The Coca-Cola Company
-0.73%
-$9,253.4 
MRK Merck & Co., Inc.
-0.72%
-$6,133.05 
IVE ISHARES S&P 500 VALUE ETF
-0.71%
-$17,241.94 
SCHE Schwab Emerging Markets Equity ETF
-0.66%
-$85,048.56 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$27,716.53 
IJS iShares S&P Small-Cap 600 Value ETF
-0.64%
-$6,321 
KMI Kinder Morgan, Inc.
-0.6%
-$1,564.55 
ALL Allstate Corporation
-0.6%
-$3,779.16 
RWX SPDR Dow Jones International Real Estate ETF
-0.56%
-$22,498.05 
AAPL Apple Inc.
-0.52%
-$124,215.83 
VB Vanguard Small-Cap ETF
-0.52%
-$26,421.98 
GWW W.W. Grainger, Inc.
-0.51%
-$3,847.41 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$19,386.68 
SCHB Schwab U.S. Broad Market ETF
-0.48%
-$5,213.04 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.47%
-$53,336.25 
SCHX Schwab U.S. Large-Cap ETF
-0.47%
-$246,897.84 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$27,814.94 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.45%
-$87,136.86 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.45%
-$1,880 
PH Parker-Hannifin Corporation
-0.4%
-$53,190 
MDY SPDR S&P MidCap 400 ETF Trust
-0.4%
-$2,619.36 
CI The Cigna Group
-0.39%
-$67,365.76 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$1,576.62 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$18,203.62 
IEMG iShares Core MSCI Emerging Markets ETF
-0.37%
-$22,828.58 
SCHF Schwab International Equity ETF
-0.32%
-$44,004.42 
PCY Invesco Emerging Markets Sovereign Debt ETF
-0.29%
-$18,520.08 
IBM International Business Machines Corporation
-0.27%
-$4,052.99 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$8,046.31 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.25%
-$14,813.38 
VNQ Vanguard Real Estate ETF
-0.24%
-$1,647.72 
SCHH Schwab U.S. REIT ETF
-0.22%
-$19,668.4 
MKL Markel Group Inc.
-0.21%
-$40,128.75 
SCHV Schwab U.S. Large-Cap Value ETF
-0.19%
-$14,651.91 
BF-B Brown-Forman Corporation
-0.17%
-$8,397.94 
SCHC Schwab International Small-Cap Equity ETF
-0.16%
-$3,095.76 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.16%
-$7,408.26 
FNDF Schwab Fundamental International Large Company Index ETF
-0.14%
-$5,568.24 
CAT Caterpillar Inc.
-0.14%
-$2,991.45 
BNDX Vanguard Total International Bond ETF
-0.13%
-$10,349.34 
LLY Eli Lilly and Company
-0.11%
-$975 
SCHP Schwab U.S. TIPS ETF
-0.1%
-$5,779.6 
BBT Beacon Financial Corporation
-0.08%
-$225 
GILD Gilead Sciences Inc.
-0.07%
-$359.37 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.07%
-$9,451.77 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$20,893.24 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$1,034.38 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$4,975.24 
TIP iShares TIPS Bond ETF
-0.03%
-$1,422.12 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$86.3 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.02%
-$184.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 621 | Longs Won 441/621 71% | Profit Factor 7.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.01M |
| Average Win $589,552.9 | Best Trade (Aug 14) $36.61M | Sharpe Ratio -12.7 |
| Average Loss -$201,508.92 | Worst Trade (Dec 30) -$4.7M | Z-Score 0.18 (14.31%) |
| Commissions $0 | Avg. Trade Length 2y 10m 3w 2d | Expectancy $360,259.71 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,976 | 2,679 | 2,381 | 2,083 | 1,786 | 1,488 | 1,190 | 893 | 595 | 298 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 71,388 | $4.11M | $23.65M | - | $19.54M | 475.23% | -0.522% |
| ABBV AbbVie Inc. | 2,919 | $675,865.26 | $767,711.59 | - | $91,846.33 | 13.59% | +0.472% |
| ABNB Airbnb, Inc. | 36,819 | $4.84M | $6.2M | - | $1.36M | 28.03% | -1.365% |
| AGG iShares Core U.S. Aggregate Bond ETF | 124,381 | $13.25M | $11.92M | - | -$1.32M | -9.99% | -0.042% |
| AKRE Akre Focus ETF | 39,916 | $2.61M | $2.27M | - | -$340,084.32 | -13.01% | -1.877% |
| ALL Allstate Corporation | 2,454 | $526,751.1 | $630,530.76 | - | $103,779.66 | 19.7% | -0.596% |
| AXP American Express Company | 10,379 | $888,546.19 | $3.37M | - | $2.48M | 278.93% | -1.031% |
| B BARRICK MINING CORP Common Stock (ABR0) | 17,300 | $566,921 | $738,710 | - | $171,789 | 30.3% | +0.636% |
| BAC Bank of America Corporation | 5,625 | $290,193.75 | $334,631.25 | - | $44,437.5 | 15.31% | +0.042% |
| BBT Beacon Financial Corporation | 9,000 | $446,040 | $282,015 | - | -$164,025 | -36.77% | -0.08% |
| BF-B Brown-Forman Corporation | 186,621 | $5.02M | $4.89M | - | -$135,499.81 | -2.7% | -0.171% |
| BKLN Invesco Senior Loan ETF | 944,124 | $20.56M | $19.5M | - | -$1.07M | -5.19% | +0.194% |
| BND Vanguard Total Bond Market Index Fund | 4,315 | $341,791.15 | $307,012.25 | - | -$34,778.9 | -10.18% | -0.028% |
| BNDX Vanguard Total International Bond ETF | 172,489 | $9.36M | $8.08M | - | -$1.27M | -13.6% | -0.128% |
| BRK-B Berkshire Hathaway Inc. | 40,853 | $9.03M | $21.1M | - | $12.07M | 133.62% | +0.285% |
| BSCJ BSCJ | 51,845 | $1,093 | $1,093 | - | - | - | 0.0 |
| CAT Caterpillar Inc. | 2,695 | $655,775.24 | $2.11M | - | $1.45M | 221.74% | -0.142% |
| CHTR Charter Communications Inc | 36,300 | $10.88M | $5.13M | - | -$5.75M | -52.87% | -1.5% |
| CI The Cigna Group | 60,148 | $11.18M | $17.38M | - | $6.2M | 55.4% | -0.386% |
| CSCO Cisco Systems, Inc. | 9,548 | $508,555.04 | $1.05M | - | $542,393.32 | 106.65% | +0.009% |
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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: Apple Inc - $16.27M, Parker-Hannifin Corporation - $10.61M, Vanguard Short-Term Corporate Bond ETF - $9.66M, American Express Company - $8.56M, and Invesco Senior Loan ETF - $8.27M. 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: Altice USA Inc - $5.4M, Charter Communications Inc - $2.98M, Liberty Broadband Corporation - $1.46M, CarMax Inc - $1.09M, and Wells Fargo & Company - $661,569.89. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Drew Estes's portfolio generate?
The portfolio generates substantial dividend income, with a total of $66.14M earned over time. The largest contributors to dividend income include Vanguard Short-Term Corporate Bond ETF - $9.66M, Invesco Senior Loan ETF - $8.27M, Vanguard FTSE All-World ex-US Small-Cap ETF - $3.14M, Invesco Emerging Markets Sovereign Debt ETF - $3.09M, and iShares Core U.S. Aggregate Bond ETF - $2.82M. 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 look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Drew Estes's strategy be considered aggressive or moderate?
Drew Estes's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Drew Estes's strategy?
Drew Estes's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
