Luke Bunch Portfolio
Invests via OxenFree Capital LLC | Managed by James Xerxes Phillips, Luke Jonathan Bunch, Nathan R. Kallal, Gary Lee Steer
Invests via OxenFree Capital LLC
Managed by James Xerxes Phillips, Luke Jonathan Bunch, Nathan R. Kallal, Gary Lee Steer
Automatically Tracked
Luke Bunch Profile
Serial entrepreneur and early-stage investor focused on scaling software and fintech businesses through operational involvement and follow-on capital. Luke Bunch brings founder-to-investor perspective, leading seed rounds, advising product and go-to-market, and taking board and observer roles. Investment style emphasizes revenue-driven growth, unit economics, and founder-aligned cap structures across US-focused startups.
Serial entrepreneur and early-stage investor focused on scaling software and fintech businesses through operational involvement and follow-on capital. Luke Bunch brings founder-to-investor perspective, leading seed rounds, advising product and go-to-market, and taking board and observer roles. Investment style emphasizes revenue-driven growth, unit economics, and founder-aligned cap structures across US-focused startups.
Investment Philosophy & Strategy
Typically invests at seed and early stages with a hands-on, founder-aligned approach, prioritizing SaaS and fintech companies where revenue-driven growth and strong unit economics scale. Capital allocation favors lead or concentrated stakes with follow-on reserves; deployment decisions weigh product-market fit, repeatable GTM, and disciplined customer economics. Time horizon is growth-oriented but pragmatic on cash efficiency; risk management blends operational involvement, board governance, and selective concentration to accelerate exits and preserve downside.
Typically invests at seed and early stages with a hands-on, founder-aligned approach, prioritizing SaaS and fintech companies where revenue-driven growth and strong unit economics scale. Capital allocation favors lead or concentrated stakes with follow-on reserves; deployment decisions weigh product-market fit, repeatable GTM, and disciplined customer economics. Time horizon is growth-oriented but pragmatic on cash efficiency; risk management blends operational involvement, board governance, and selective concentration to accelerate exits and preserve downside.
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:
25.77%
Gain +0.64%
Monthly
0.78%
Yearly
9.78%
Drawdown
14.4%
$215.53M
Equity
Holdings
$215.53M
Investment
$170.12M
$48.6M
Profit +$1.54M
Realized
$3.19M
Unrealized
$45.41M
Dividends
$6.86M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.64%
Profit
$1.54M
Win %
75%
This Week
Compared To Last Week
Gain
0.74%
Profit
$1.57M
Win %
75%
This Month
Compared to last month
Gain
-0.1%
Profit
-$224,948.78
Win %
75%
This Year
Compared to last year
Gain
-0.18%
Profit
$2.26M
Win %
76%
ETHW Bitwise Ethereum ETF
+9.58%
+$16,128.72 
TRFK Pacer Data and Digital Revolution ETF
+4.95%
+$70,740 
ARKB Ark 21Shares Bitcoin ETF
+4.79%
+$23,123.95 
STXE Strive Emerging Markets ex-China Mutual Fund
+4.19%
+$371,417.92 
SLV iShares Silver Trust
+3.56%
+$6,398.3 
NVDA NVIDIA Corporation
+3.54%
+$14,570.82 
QQQ Invesco QQQ Trust, Series 1
+3.14%
+$122,749.06 
AMZN Amazon.com Inc
+3.13%
+$10,039.69 
MGK Vanguard Mega Cap Growth ETF
+2.77%
+$11,206.5 
GLDM SPDR Gold MiniShares Trust
+2.63%
+$6,186.75 
MSFT Microsoft Corp.
+2.31%
+$41,627.39 
STXG Strive 1000 Growth ETF
+2.3%
+$632,945.35 
IWY iShares Russell Top 200 Growth ETF
+2.24%
+$80,188.11 
AAPL Apple Inc.
+1.82%
+$8,638.57 
SPY SPDR S&P 500 ETF Trust
+1.76%
+$4,486.45 
FSCO FS Credit Opportunities Corp.
+1.66%
+$1,496.8 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.44%
+$7,365.38 
BRK-B Berkshire Hathaway Inc.
+1.28%
+$4,464.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.17%
+$81,524.52 
STXD Strive 1000 Dividend Growth Fund
+1.1%
+$147,066.45 
NEE-PN NextEra Energy, Inc. Series N J
+1.01%
+$4,277.77 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.99%
+$5,861.73 
XMMO Invesco S&P MidCap Momentum ETF
+0.95%
+$15,623.38 
SCHM Schwab U.S. Mid-Cap ETF
+0.83%
+$54,222.9 
JKH iShares Morningstar Mid-Cap Growth ETF
+0.83%
+$86,161.14 
EOI Eaton Vance Enhanced Equity Income Fund
+0.82%
+$12,913.76 
ICOW Pacer Developed Markets International ETF
+0.8%
+$5,903.8 
UFEB Innovator U.S. Equity Ultra ETF
+0.6%
+$1,439.02 
MGV Vanguard Mega Cap Value ETF
+0.59%
+$3,373.45 
STRV Strive 500 ETF
+0.49%
+$219,926.03 
HNDL NASDAQ 7 Handl Index ETF
+0.46%
+$5,241.22 
MDY SPDR S&P MidCap 400 ETF Trust
+0.39%
+$1,081.34 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.36%
+$5,463.15 
DTD WisdomTree U.S. Total Dividend Fund
+0.27%
+$2,398.08 
SEIX Virtus Seix Senior Loan ETF
+0.17%
+$1,625.68 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
+0.17%
+$835.98 
STXK Strive Small-Cap Equity Fund
+0.16%
+$22,287.18 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.12%
+$8,496.08 
STXT Strive Total Return Bond ETF
+0.08%
+$14,416.28 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.06%
+$2,197.8 
HYGH iShares Interest Rate Hedged High Yield Bond ETF
+0.02%
+$35.19 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
NIE
0%
$0 
LHX L3Harris Technologies, Inc.
-1.18%
-$2,211.82 
IQLT iShares MSCI International Quality Factor ETF
-1.08%
-$84,117.96 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.79%
-$10,780.16 
LVHI Franklin International Low Volatility High Dividend ETF
-0.63%
-$1,399.58 
MCK McKesson Corporation
-0.55%
-$2,856.6 
COST Costco Wholesale Corporation
-0.29%
-$1,038.19 
STXV Strive 1000 Value ETF
-0.23%
-$14,805.45 
COWZ Pacer US Cash Cows 100 ETF
-0.22%
-$1,761.33 
AFMC First Trust Active Factor Mid Cap ETF
-0.17%
-$482.86 
BUXX Strive Enhanced Income Short Duration Fund
-0.05%
-$2,313.22 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
-0.02%
-$80.12 
ED Consolidated Edison, Inc.
-0.02%
-$72.62 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.02%
-$71.38 Events
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Dividends
Dividend Analysis
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| Trades 408 | Longs Won 309/408 75% | Profit Factor 50.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $624,835.87 |
| Average Win $160,465.74 | Best Trade (May 11) $19.32M | Sharpe Ratio -7.58 |
| Average Loss -$9,932.1 | Worst Trade (Jun 08) -$426,506.81 | Z-Score 11.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 5d | Expectancy $119,119.2 |
| 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 | 21,739 | 19,565 | 17,391 | 15,217 | 13,043 | 10,870 | 8,696 | 6,522 | 4,348 | 2,174 |
Hover over the desired column for a detailed explanation.
Returns
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