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:
52.98%
Gain -0.04%
Monthly
1.33%
Yearly
17.12%
Drawdown
17.7%
$221.95M
Equity
Holdings
$221.95M
Investment
$175.84M
$51.92M
Profit -$55,606.4
Realized
$5.81M
Unrealized
$46.11M
Dividends
$7.63M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.04%
Profit
-$55,606.4
Win %
76%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$932,645.54
Win %
76%
This Month
Compared to last month
Gain
-0.27%
Profit
-$593,453.37
Win %
76%
This Year
Compared to last year
Gain
1.62%
Profit
$3.54M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$38,353.03 
MSFT Microsoft Corp.
+3.02%
+$63,115.03 
NVDA NVIDIA Corporation
+2.93%
+$10,317.98 
STXE Strive Emerging Markets ex-China Mutual Fund
+2.93%
+$224,804.35 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$4,418.45 
STXG Strive 1000 Growth ETF
+0.97%
+$268,840.16 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$27,587.34 
STXF Strive 500 ETF
+0.8%
+$357,871.08 
TSLA Tesla, Inc.
+0.76%
+$1,196.51 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,836.97 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$12,053.22 
EOI Eaton Vance Enhanced Equity Income Fund
+0.66%
+$12,067.25 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,307.68 
TRFK Pacer Data and Digital Revolution ETF
+0.48%
+$3,845.49 
PATN Pacer Nasdaq International Patent Leaders ETF
+0.45%
+$2,940.32 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$4,343.49 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$899 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,326.18 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$2,378.24 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$3,033.73 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,708.98 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.18%
+$869.05 
STXD Strive 1000 Dividend Growth Fund
+0.17%
+$19,325.53 
FLRT Pacer Pacific Asset Floating Rate High Income ETF
+0.06%
+$246.27 
HNDL NASDAQ 7 Handl Index ETF
+0.06%
+$751.91 
BUXX Strive Enhanced Income Short Duration Fund
+0.05%
+$4,011.57 
CSPF Cohen & Steers Preferred and Income Opportunities Active ETF
+0.04%
+$93.24 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$876.07 
BIEAX Brandes International Equity Fund Class A
0%
$0 
AAPL Apple Inc.
-7.35%
-$39,599.8 
MU Micron Technology, Inc.
-5.9%
-$13,320.52 
ETHW Bitwise Ethereum ETF
-3.05%
-$5,942.16 
ARKB Ark 21Shares Bitcoin ETF
-2.93%
-$14,448.42 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$3,756.83 
ICOW Pacer Developed Markets International ETF
-1.2%
-$9,791.75 
NEE NextEra Energy, Inc.
-1.15%
-$18,495.12 
MCK McKesson Corporation
-1.08%
-$5,974.13 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$45,864.24 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$1,584.6 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$9,909.01 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$60,782.7 
FSCO FS Credit Opportunities Corp.
-0.4%
-$374.2 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.35%
-$4,605.75 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$17,617.59 
STXK Strive Small-Cap Equity Fund
-0.24%
-$37,290.77 
COST Costco Wholesale Corporation
-0.24%
-$795.71 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$1,354.32 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$571.84 
STXV Strive 1000 Value ETF
-0.15%
-$10,111 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$5,291.52 
STXT Strive Total Return Bond ETF
-0.14%
-$22,848.53 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.14%
-$2,057.51 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$352.35 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$8,915.68 
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$133.06 
SEIX Virtus Seix Senior Loan ETF
-0.03%
-$276.95 Events
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Dividends
Dividend Analysis
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| Trades 460 | Longs Won 355/460 77% | Profit Factor 40.05 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $616,737.91 |
| Average Win $149,996.14 | Best Trade (Sep 03) $10.28M | Sharpe Ratio -62.1 |
| Average Loss -$12,662.6 | Worst Trade (Aug 02) -$440,976.96 | Z-Score 14.51 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $112,867.51 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,615 | $332,853.9 | $498,889.65 | - | $166,035.75 | 49.88% | -7.354% |
| AFMC First Trust Active Factor Mid Cap ETF | 6,653 | $211,014.3 | $269,978.74 | - | $58,964.44 | 27.94% | -0.049% |
| AMZN Amazon.com Inc | 1,063 | $163,357.6 | $288,689.53 | - | $125,331.93 | 76.72% | +15.321% |
| ARKB Ark 21Shares Bitcoin ETF | 22,934 | $517,823.98 | $478,173.9 | - | -$39,650.08 | -7.66% | -2.933% |
| BIEAX Brandes International Equity Fund Class A | 72,798 | $1.66M | $2.22M | - | $561,277.58 | 33.85% | 0.0 |
| BRK-B Berkshire Hathaway Inc. | 713 | $327,467.19 | $364,728.02 | - | $37,260.83 | 11.38% | +0.365% |
| BUXX Strive Enhanced Income Short Duration Fund | 401,157 | $8.11M | $8.11M | - | -$3,915.15 | -0.05% | +0.05% |
| COST Costco Wholesale Corporation | 349 | $252,744.39 | $332,209.61 | - | $79,465.22 | 31.44% | -0.239% |
| COWG Pacer U.S. Large Cap Cash Cows Growth ETF | 12,415 | $418,869.68 | $470,528.5 | - | $51,658.82 | 12.33% | +0.185% |
| COWZ Pacer US Cash Cows 100 ETF | 13,146 | $721,739.86 | $879,598.86 | - | $157,859 | 21.87% | +0.195% |
| CSPF Cohen & Steers Preferred and Income Opportunities Active ETF | 8,476 | $220,863.12 | $219,782.68 | - | -$1,080.44 | -0.49% | +0.042% |
| DIVI Franklin International Core Dividend Tilt Index ETF | 34,169 | $1.13M | $1.49M | - | $359,766.42 | 31.95% | -0.663% |
| DTD WisdomTree U.S. Total Dividend Fund | 9,513 | $800,120.21 | $906,493.77 | - | $106,373.56 | 13.29% | +0.263% |
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | 15,827 | $1.44M | $1.5M | - | $60,264.19 | 4.19% | -0.137% |
| EOI Eaton Vance Enhanced Equity Income Fund | 92,825 | $1.66M | $1.84M | - | $177,687.68 | 10.72% | +0.662% |
| ETHW Bitwise Ethereum ETF | 14,148 | $312,202.81 | $188,734.32 | - | -$123,468.49 | -39.55% | -3.052% |
| FLRT Pacer Pacific Asset Floating Rate High Income ETF | 8,209 | $382,483.62 | $382,785.67 | - | $302.05 | 0.08% | +0.064% |
| FSCO FS Credit Opportunities Corp. | 18,710 | $118,809 | $92,614.5 | - | -$26,194.5 | -22.05% | -0.402% |
| GLDM SPDR Gold MiniShares Trust | 3,157 | $268,198.53 | $253,001.98 | - | -$15,196.55 | -5.67% | -1.463% |
| HNDL NASDAQ 7 Handl Index ETF | 53,708 | $1.14M | $1.21M | - | $66,874.49 | 5.87% | +0.062% |
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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 - $1.71M, Invesco QQQ Trust, Series 1 - $935,953.93, Strive 1000 Dividend Growth Fund - $907,219.09, iShares MSCI International Quality Factor ETF - $899,702.62, and iShares iBoxx $ High Yield Corporate Bond ETF - $840,140.19. 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 Silver Trust - $43,056.45, ARK Innovation ETF Fund - $22,211.84, and 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 $7.63M earned over time. The largest contributors to dividend income include Strive Total Return Bond ETF - $1.79M, iShares iBoxx $ High Yield Corporate Bond ETF - $840,140.19, Strive Enhanced Income Short Duration Fund - $550,507.49, iShares MSCI International Quality Factor ETF - $370,883.68, and Vanguard Intermediate-Term Corporate Bond Fund - $336,165.81. 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.
