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

Tracking: 0 Updated: Yesterday at 11:33 AM

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.

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.

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:

32.53%

Gain -0.01%

Monthly

0.92%

Yearly

11.61%

Drawdown

12.53%

$212.3M

Equity

Holdings

$212.3M

Investment

$161.65M

$74.94M

Profit -$114.79

Realized

$24.09M

Unrealized

$50.84M

Dividends

$10.05M

Goals

Avg. 49% completed goals

Yearly

Gain > 5%

2026

Yearly

Gain < 20%

2026

98%

Today

Compared To Yesterday

Gain

-0.01%

Profit

-$114.79

Win %

69%

This Week

Compared To Last Week

Gain

Profit

-$114.79

Win %

69%

This Month

Compared to last month

Gain

-0.82%

Profit

-$1.73M

Win %

69%

This Year

Compared to last year

Gain

-0.48%

Profit

-$69,963.19

Win %

72%

Gainers
Losers

JPM JPMorgan Chase & Co.

+2.31%

+$59,625.89

TTD The Trade Desk, Inc. Class A

+2.01%

+$13,670.5

ACN Accenture plc Class A

+1.65%

+$57,692.28

VOE Vanguard Mid-Cap Value ETF

+1.1%

+$16,089.72

JNJ Johnson & Johnson

+1.07%

+$19,697.7

PBI Pitney Bowes Inc.

+1.05%

+$125,669.7

V Visa Inc. Class A

+1.05%

+$36,382.86

VTV Vanguard Value ETF

+0.94%

+$22,737.05

RSP Invesco S&P 500 Equal Weight ETF

+0.91%

+$44,932.86

SCHD Schwab U.S. Dividend Equity ETF

+0.89%

+$12,979.82

MKL Markel Group Inc.

+0.87%

+$59,648

VBR VANGUARD SMALL-CAP VALUE ETF

+0.87%

+$14,278.95

BKNG Booking Holdings Inc.

+0.82%

+$11,373.75

VYM Vanguard High Dividend Yield ETF

+0.81%

+$91,110.19

VOT Vanguard Mid-Cap Growth ETF

+0.76%

+$10,023.75

VWO Vanguard FTSE Emerging Markets ETF

+0.76%

+$4,289.42

CVX Chevron Corporation

+0.75%

+$18,793.47

UNH UnitedHealth Group Incorporated

+0.73%

+$17,466.57

BRK-B Berkshire Hathaway Inc.

+0.71%

+$68,040.9

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.68%

+$51,622.69

VTI VANGUARD TOTAL STOCK MKT ETF

+0.56%

+$58,452.5

GOOGL Alphabet Inc

+0.53%

+$46,306.04

VIG Vanguard Dividend Appreciation ETF

+0.53%

+$84,598.75

VSS Vanguard FTSE All-World ex-US Small-Cap ETF

+0.5%

+$3,541.2

JXN Jackson Financial Inc.

+0.45%

+$4,066.02

GOOG Alphabet Inc

+0.45%

+$7,764.8

VXUS Vanguard Total International Stock Index Fund Investor Shares

+0.4%

+$1,519.8

VEU Vanguard FTSE All-World ex-US ETF

+0.4%

+$12,171.06

VBK Vanguard Small-Cap Growth ETF

+0.33%

+$4,128.48

AMGN Amgen Inc.

+0.32%

+$5,549.58

PTY PIMCO Corporate & Income Opportunity Fund

+0.26%

+$10,969.23

VUG Vanguard Growth ETF

+0.18%

+$4,687.2

REGN Regeneron Pharmaceuticals, Inc.

+0.11%

+$5,507.29

MSFT Microsoft Corp.

+0.1%

+$3,139.52

CB Chubb Limited

+0.06%

+$157.3

ANTM Anthem Inc

BSV Vanguard Short-Term Bond ETF

VUSB Vanguard Ultra-Short Bond ETF

KSPI JSC Kaspi.kz American Depositary Receipt

-2.15%

-$90,399.21

LRN Stride, Inc.

-1.77%

-$41,587.04

NVR NVR, Inc.

-1.62%

-$12,677.17

AAPL Apple Inc.

-1.52%

-$4,059

LMT Lockheed Martin Corporation

-1.52%

-$35,153.37

AMZN Amazon.com Inc

-1.23%

-$110,588.19

NFLX Netflix, Inc.

-1.14%

-$25,085.82

CPRT Copart Inc.

-1%

-$12,451.73

FND Floor & Decor Holdings, Inc.

-0.8%

-$8,372.53

CSCO Cisco Systems, Inc.

-0.6%

-$25,750.82

FCNCA First Citizens BancShares, Inc.

-0.4%

-$14,716.62

DIS The Walt Disney Company

-0.3%

-$15,043.75

META Meta Platforms Inc Class A

-0.26%

-$14,523.3

BLV Vanguard Long-Term Bond ETF

-0.19%

-$20,059.39

NVO Novo Nordisk A/S Sponsored ADR

-0.18%

-$455.84

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

-0.13%

-$8,227.4

Events

Dividends

Dividend Analysis

No Data

Trades 621	Longs Won 459/621 73%	Profit Factor 11.22
Profitability	Shorts Won 0/0 0%	Standard Deviation $430,848.25
Average Win $186,021.43	Best Trade (Jun 14) $3.74M	Sharpe Ratio -19.22
Average Loss -$46,958.01	Worst Trade (Jun 14) -$798,220.07	Z-Score 6.05 (100%)
Commissions $0	Avg. Trade Length 1y 8m 1w 5d	Expectancy $120,674.59

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	4,525	4,072	3,620	3,167	2,715	2,262	1,810	1,357	905	452