DCB
David C. Bensch Portfolio
Invests via Evergreen Wealth Management LLC | Managed by Stephen L. Hanley, Andrew Jonathan Nutter
Invests via Evergreen Wealth Management LLC
Managed by Stephen L. Hanley, Andrew Jonathan Nutter
Automatically Tracked
David C. Bensch Profile
David C. Bensch has established a distinguished career as a seasoned operating executive with deep experience in the financial services sector. He is known for driving strategic initiatives and enhancing operational efficiency within corporate environments. His leadership extends to various high-impact roles where he has influenced growth trajectories and optimized business practices. Leveraging his extensive expertise, he fosters relationships that bolster stakeholder engagement and client satisfaction in competitive markets. Bensch’s academic foundation in finance complements his practical knowledge, making him a significant asset in navigating complex financial landscapes.
David C. Bensch has established a distinguished career as a seasoned operating executive with deep experience in the financial services sector. He is known for driving strategic initiatives and enhancing operational efficiency within corporate environments. His leadership extends to various high-impact roles where he has influenced growth trajectories and optimized business practices. Leveraging his extensive expertise, he fosters relationships that bolster stakeholder engagement and client satisfaction in competitive markets. Bensch’s academic foundation in finance complements his practical knowledge, making him a significant asset in navigating complex financial landscapes.
Investment Philosophy & Strategy
Opportunities within the financial services landscape drive David C. Bensch's investment approach, shaped by a profound understanding of operational dynamics and strategic growth pathways. His extensive experience in enhancing efficiency equips him to identify ventures that align with sustainable performance metrics and stakeholder value creation. By prioritizing investments in companies that exhibit robust leadership and competitive advantages, he ensures alignment with evolving market demands while optimizing capital deployment. The interplay of his academic foundation in finance with real-world application allows for insightful decision-making, making each engagement a catalyst for advancement.
Opportunities within the financial services landscape drive David C. Bensch's investment approach, shaped by a profound understanding of operational dynamics and strategic growth pathways. His extensive experience in enhancing efficiency equips him to identify ventures that align with sustainable performance metrics and stakeholder value creation. By prioritizing investments in companies that exhibit robust leadership and competitive advantages, he ensures alignment with evolving market demands while optimizing capital deployment. The interplay of his academic foundation in finance with real-world application allows for insightful decision-making, making each engagement a catalyst for advancement.
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:
41.35%
Gain +0.86%
Monthly
1%
Yearly
12.62%
Drawdown
14.22%
$215.44M
Equity
Holdings
$215.44M
Investment
$165.91M
$73.4M
Profit +$1.61M
Realized
$23.86M
Unrealized
$49.54M
Dividends
$11M
Goals
Avg. 95% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$1.61M
Win %
72%
This Week
Compared To Last Week
Gain
0.75%
Profit
$1.61M
Win %
72%
This Month
Compared to last month
Gain
-0.3%
Profit
-$652,716.15
Win %
72%
This Year
Compared to last year
Gain
4.52%
Profit
$9.33M
Win %
73%
ACN Accenture plc Class A
+6.15%
+$401,030.33 
CPRT Copart Inc.
+5.58%
+$85,537.4 
ADBE Adobe Inc.
+4.55%
+$130,240.6 
NFLX Netflix, Inc.
+3.76%
+$83,537.37 
GOOGL Alphabet Inc
+3.08%
+$227,727.72 
GOOG Alphabet Inc
+2.97%
+$46,167.95 
META Meta Platforms Inc Class A
+2.91%
+$192,141.02 
NVR NVR, Inc.
+2.39%
+$29,044.69 
MSFT Microsoft Corp.
+2.27%
+$108,533.15 
DIS The Walt Disney Company
+2.19%
+$81,829.6 
PBI Pitney Bowes Inc.
+2.02%
+$208,854.37 
REGN Regeneron Pharmaceuticals, Inc.
+1.53%
+$101,612.12 
LRN Stride, Inc.
+1.46%
+$28,920 
ELV Elevance Health, Inc.
+1.46%
+$106,934.76 
UNH UnitedHealth Group Incorporated
+1.32%
+$30,195.34 
LMT Lockheed Martin Corporation
+1.18%
+$26,330.2 
AMGN Amgen Inc.
+1.16%
+$21,791.91 
NVO Novo Nordisk A/S Sponsored ADR
+1.16%
+$2,998.5 
V Visa Inc. Class A
+1.05%
+$44,216.37 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$109,655.59 
BKNG Booking Holdings Inc.
+0.91%
+$18,027.79 
CB Chubb Limited
+0.87%
+$2,304.96 
KSPI JSC Kaspi.kz American Depositary Receipt
+0.86%
+$30,027.6 
MKL Markel Group Inc.
+0.7%
+$56,345.19 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$9,420.18 
JNJ Johnson & Johnson
+0.58%
+$12,007.52 
AAPL Apple Inc.
+0.54%
+$1,704.09 
JXN Jackson Financial Inc.
+0.23%
+$2,303.36 
BLV Vanguard Long-Term Bond ETF
+0.15%
+$15,317.9 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$968.2 
VUSB Vanguard Ultra-Short Bond ETF
+0.04%
+$893.18 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ASML ASML Holding N.V. New York Registry Shares
-7.1%
-$13,871.31 
JPM JPMorgan Chase & Co.
-1.72%
-$59,582.66 
PTY PIMCO Corporate & Income Opportunity Fund
-1.54%
-$68,480.54 
AMZN Amazon.com Inc
-1.22%
-$117,448.56 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-1.16%
-$8,237.68 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$6,460.72 
VEU Vanguard FTSE All-World ex-US ETF
-1.12%
-$36,149.61 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$4,270.91 
CVX Chevron Corporation
-0.94%
-$27,810.33 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$86,405.9 
VOT Vanguard Mid-Cap Growth ETF
-0.53%
-$7,100.4 
VBK Vanguard Small-Cap Growth ETF
-0.49%
-$6,006.99 
VTV Vanguard Value ETF
-0.46%
-$11,915.04 
VO Vanguard Mid-Cap ETF
-0.44%
-$18,928.44 
VOE Vanguard Mid-Cap Value ETF
-0.39%
-$6,025.25 
FCNCA First Citizens BancShares, Inc.
-0.36%
-$14,020.1 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$56,623.46 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$29,791.41 
VB Vanguard Small-Cap ETF
-0.32%
-$12,716.03 
VUG Vanguard Growth ETF
-0.16%
-$4,461.14 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$2,350.14 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.05%
-$3,007.8 
BSV Vanguard Short-Term Bond ETF
-0.01%
-$142.1 Events
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Dividends
Dividend Analysis
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| Trades 676 | Longs Won 495/676 73% | Profit Factor 7.22 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $424,150.47 |
| Average Win $172,109.39 | Best Trade (Aug 03) $4.79M | Sharpe Ratio -9.69 |
| Average Loss -$65,179.69 | Worst Trade (Dec 30) -$2.42M | Z-Score 6.23 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 6d | Expectancy $108,574.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 3,300 | 2,970 | 2,640 | 2,310 | 1,980 | 1,650 | 1,320 | 990 | 660 | 330 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 952 | $224,637.57 | $318,025.12 | - | $93,387.55 | 41.57% | +0.539% |
| ACN Accenture plc Class A | 35,458 | $5.96M | $6.92M | - | $965,765.5 | 16.22% | +6.15% |
| ADBE Adobe Inc. | 11,345 | $2.33M | $2.99M | - | $665,936.95 | 28.63% | +4.551% |
| AMGN Amgen Inc. | 4,964 | $1.5M | $1.89M | - | $391,166.15 | 26.01% | +1.163% |
| AMZN Amazon.com Inc | 37,404 | $4.62M | $9.49M | - | $4.87M | 105.35% | -1.223% |
| ASML ASML Holding N.V. New York Registry Shares | 115 | $229,372 | $181,433.2 | - | -$47,938.8 | -20.9% | -7.102% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 85,937 | $6.61M | $6.36M | - | -$251,904.84 | -3.81% | -0.047% |
| BKNG Booking Holdings Inc. | 11,374 | $1.71M | $2M | - | $287,790.12 | 16.85% | +0.911% |
| BLV Vanguard Long-Term Bond ETF | 161,241 | $11.8M | $10.47M | - | -$1.33M | -11.3% | +0.147% |
| BRK-B Berkshire Hathaway Inc. | 20,554 | $8.13M | $10.6M | - | $2.47M | 30.42% | +1.045% |
| BSV Vanguard Short-Term Bond ETF | 28,421 | $2.16M | $2.18M | - | $17,741.08 | 0.82% | -0.007% |
| CB Chubb Limited | 784 | $246,509.19 | $267,492.96 | - | $20,983.77 | 8.51% | +0.869% |
| CPRT Copart Inc. | 51,220 | $1.95M | $1.62M | - | -$327,333.82 | -16.81% | +5.576% |
| CVX Chevron Corporation | 13,836 | $2.1M | $2.93M | - | $837,876.34 | 39.97% | -0.939% |
| DIS The Walt Disney Company | 35,120 | $4.32M | $3.82M | - | -$500,588.57 | -11.58% | +2.187% |
| ELV Elevance Health, Inc. | 17,473 | $6.72M | $7.42M | - | $707,700.8 | 10.54% | +1.462% |
| FCNCA First Citizens BancShares, Inc. | 1,786 | $3.22M | $3.87M | - | $646,580.26 | 20.08% | -0.361% |
| GOOG Alphabet Inc | 4,640 | $755,673.64 | $1.6M | - | $846,982.36 | 112.08% | +2.966% |
| GOOGL Alphabet Inc | 21,813 | $2.91M | $7.61M | - | $4.7M | 161.73% | +3.084% |
| JNJ Johnson & Johnson | 7,848 | $1.28M | $2.1M | - | $814,603.56 | 63.56% | +0.576% |
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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 David C. Bensch?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $3.62M, Broadcom Inc - $3.55M, Meta Platforms Inc Class A - $3.12M, VANGUARD TOTAL STOCK MKT ETF - $2.81M, and Vanguard Dividend Appreciation ETF - $1.51M. 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: Fiserv, Inc - $2.42M, The Trade Desk, Inc. Class A - $1.03M, Taiwan Semiconductor Manufacturing Company Limited - $537,678.74, Diamond Hill Investment Group, Inc - $490,810.72, and Starbucks Corporation - $91,912.3. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does David C. Bensch's portfolio generate?
The portfolio generates substantial dividend income, with a total of $11M earned over time. The largest contributors to dividend income include Vanguard Long-Term Bond ETF - $1.03M, JPMorgan Equity Premium Income Fund - $884,097.06, Vanguard Dividend Appreciation ETF - $841,365.27, Vanguard High Dividend Yield ETF - $817,788.51, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $620,869.17. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are David C. Bensch's monthly returns?
David C. Bensch's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can David C. Bensch's strategy be considered aggressive or moderate?
David C. Bensch'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 David C. Bensch's strategy?
David C. Bensch'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.
