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:
46.09%
Gain +1.53%
Monthly
1.23%
Yearly
15.84%
Drawdown
17.7%
$215.31M
Equity
Holdings
$215.31M
Investment
$175.84M
$45.34M
Profit +$2.16M
Realized
$5.87M
Unrealized
$39.47M
Dividends
$7.27M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.53%
Profit
$2.16M
Win %
70%
This Week
Compared To Last Week
Gain
-1.14%
Profit
-$2.48M
Win %
70%
This Month
Compared to last month
Gain
-1.59%
Profit
-$3.48M
Win %
70%
This Year
Compared to last year
Gain
-1.42%
Profit
-$3.1M
Win %
73%
MU Micron Technology, Inc.
+8.02%
+$17,905.19 
TRFK Pacer Data and Digital Revolution ETF
+3.36%
+$27,276.15 
STXE Strive Emerging Markets ex-China Mutual Fund
+3.18%
+$249,677.75 
ARKB Ark 21Shares Bitcoin ETF
+1.83%
+$9,058.93 
NVDA NVIDIA Corporation
+1.75%
+$6,441.95 
PATN Pacer Nasdaq International Patent Leaders ETF
+1.7%
+$11,089.21 
TSLA Tesla, Inc.
+1.65%
+$3,097.76 
ETHW Bitwise Ethereum ETF
+1.51%
+$2,900.34 
QQQM Invesco NASDAQ 100 ETF
+1.21%
+$21,559.11 
QQQ Invesco QQQ Trust, Series 1
+1.2%
+$23,173.86 
IWY iShares Russell Top 200 Growth ETF
+1.15%
+$37,888 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.05%
+$4,903.93 
GLDM SPDR Gold MiniShares Trust
+0.96%
+$2,399.32 
AFMC First Trust Active Factor Mid Cap ETF
+0.95%
+$2,528.14 
XMMO Invesco S&P MidCap Momentum ETF
+0.9%
+$12,492.2 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.79%
+$70,482.67 
STXF Strive 500 ETF
+0.69%
+$310,782.78 
MGK Vanguard Mega Cap Growth ETF
+0.63%
+$2,558.05 
SCHM Schwab U.S. Mid-Cap ETF
+0.62%
+$42,086.46 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.61%
+$8,883.94 
FSCO FS Credit Opportunities Corp.
+0.51%
+$467.75 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.5%
+$52,936.85 
STXG Strive 1000 Growth ETF
+0.4%
+$109,886.93 
IQLT iShares MSCI International Quality Factor ETF
+0.35%
+$19,016.88 
SPY SPDR S&P 500 ETF Trust
+0.34%
+$856.55 
LVHI Franklin International Low Volatility High Dividend ETF
+0.28%
+$607.43 
EOI Eaton Vance Enhanced Equity Income Fund
+0.25%
+$4,641.25 
UFEB Innovator U.S. Equity Ultra ETF
+0.21%
+$496 
MGV Vanguard Mega Cap Value ETF
+0.18%
+$1,033.56 
MDY SPDR S&P MidCap 400 ETF Trust
+0.13%
+$350.32 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.11%
+$408.81 
ICOW Pacer Developed Markets International ETF
+0.09%
+$739 
STXK Strive Small-Cap Equity Fund
+0.09%
+$14,186.55 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.02%
+$276.35 
SEIX Virtus Seix Senior Loan ETF
0%
+$4.62 
COST Costco Wholesale Corporation
-1.06%
-$3,458.59 
AMZN Amazon.com Inc
-0.76%
-$2,025.03 
BRK-B Berkshire Hathaway Inc.
-0.62%
-$2,174.65 
AAPL Apple Inc.
-0.54%
-$2,858.55 
MSFT Microsoft Corp.
-0.5%
-$9,314.39 
NEE NextEra Energy, Inc.
-0.5%
-$8,057.28 
COWZ Pacer US Cash Cows 100 ETF
-0.46%
-$3,943.8 
MCK McKesson Corporation
-0.37%
-$1,948.64 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.32%
-$1,215.16 
STXT Strive Total Return Bond ETF
-0.31%
-$50,774.52 
BIEAX Brandes International Equity Fund Class A
-0.31%
-$6,551.82 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.24%
-$8,598.72 
HNDL NASDAQ 7 Handl Index ETF
-0.2%
-$2,416.86 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
-0.19%
-$423.8 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.17%
-$1,689.13 
STXD Strive 1000 Dividend Growth Fund
-0.15%
-$17,023.52 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.12%
-$1,820.11 
STXV Strive 1000 Value ETF
-0.12%
-$7,982.37 
DTD WisdomTree U.S. Total Dividend Fund
-0.07%
-$618.35 
BUXX Strive Enhanced Income Short Duration Fund
-0.05%
-$4,011.57 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.04%
-$3,066.24 Events
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Dividends
Dividend Analysis
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| Trades 460 | Longs Won 336/460 73% | Profit Factor 28.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $550,609.11 |
| Average Win $139,812.59 | Best Trade (Jul 21) $9.32M | Sharpe Ratio -62.13 |
| Average Loss -$13,191.13 | Worst Trade (Jul 27) -$430,317.71 | Z-Score 7.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3w | Expectancy $98,568.11 |
| 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 | 16,393 | 14,754 | 13,115 | 11,475 | 9,836 | 8,197 | 6,557 | 4,918 | 3,279 | 1,639 |
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 Luke Bunch?
The largest contributions to the portfolio's profits come from the following stocks: Strive Total Return Bond ETF - $1.58M, Invesco QQQ Trust, Series 1 - $934,303.41, Strive 1000 Dividend Growth Fund - $907,219.09, iShares MSCI International Quality Factor ETF - $899,702.62, and Strive 500 ETF - $839,411.38. 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: Ark 21Shares Bitcoin ETF - $2,480.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Luke Bunch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.27M earned over time. The largest contributors to dividend income include Strive Total Return Bond ETF - $1.67M, iShares iBoxx $ High Yield Corporate Bond ETF - $768,364.65, Strive Enhanced Income Short Duration Fund - $517,240.62, iShares MSCI International Quality Factor ETF - $370,883.68, and Strive Small-Cap Equity Fund - $325,948.15. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Luke Bunch's monthly returns?
Luke Bunch'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 Luke Bunch's strategy be considered aggressive or moderate?
Luke Bunch'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 Luke Bunch's strategy?
Luke Bunch'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.
