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:
37.39%
Gain -0.33%
Monthly
0.99%
Yearly
12.52%
Drawdown
14.23%
$205.38M
Equity
Holdings
$205.38M
Investment
$159.96M
$69.39M
Profit -$623,990.91
Realized
$23.97M
Unrealized
$45.42M
Dividends
$10.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$623,990.91
Win %
71%
This Week
Compared To Last Week
Gain
-0.29%
Profit
-$605,878.72
Win %
71%
This Month
Compared to last month
Gain
0.8%
Profit
$1.63M
Win %
71%
This Year
Compared to last year
Gain
9.27%
Profit
$17.43M
Win %
73%
UNH UnitedHealth Group Incorporated
+2.43%
+$60,280.25 
VWO Vanguard FTSE Emerging Markets ETF
+1.4%
+$7,720.92 
ELV Elevance Health, Inc.
+1.3%
+$92,802.2 
VEU Vanguard FTSE All-World ex-US ETF
+1.27%
+$37,988.46 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.19%
+$4,402.95 
JPM JPMorgan Chase & Co.
+1.18%
+$33,001.2 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+1.18%
+$7,990.4 
CSCO Cisco Systems, Inc.
+1.09%
+$42,682.75 
VOT Vanguard Mid-Cap Growth ETF
+1.06%
+$13,788.23 
VBK Vanguard Small-Cap Growth ETF
+0.91%
+$11,068.49 
AMGN Amgen Inc.
+0.86%
+$15,285.52 
VUG Vanguard Growth ETF
+0.55%
+$14,530.32 
REGN Regeneron Pharmaceuticals, Inc.
+0.53%
+$29,579.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$54,068.56 
JNJ Johnson & Johnson
+0.5%
+$9,654.98 
JXN Jackson Financial Inc.
+0.5%
+$5,061.78 
VTV Vanguard Value ETF
+0.45%
+$11,085.76 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$49,114.2 
KSPI JSC Kaspi.kz American Depositary Receipt
+0.42%
+$18,891.9 
PBI Pitney Bowes Inc.
+0.38%
+$48,871.55 
CB Chubb Limited
+0.28%
+$726.53 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.24%
+$4,030.88 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$34,177.89 
CVX Chevron Corporation
+0.16%
+$4,161.44 
NFLX Netflix, Inc.
+0.15%
+$2,697.4 
NVO Novo Nordisk A/S Sponsored ADR
+0.14%
+$398.86 
RSP Invesco S&P 500 Equal Weight ETF
+0.13%
+$6,385.23 
META Meta Platforms Inc Class A
+0.09%
+$5,708.92 
SCHD Schwab U.S. Dividend Equity ETF
+0.07%
+$998.1 
VOE Vanguard Mid-Cap Value ETF
+0.06%
+$893.88 
PTY PIMCO Corporate & Income Opportunity Fund
+0.04%
+$1,828.2 
BKNG Booking Holdings Inc.
+0.03%
+$505.5 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$460 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FND Floor & Decor Holdings, Inc.
-2.84%
-$29,790.63 
LRN Stride, Inc.
-1.51%
-$30,481.41 
CPRT Copart Inc.
-1.38%
-$15,263.46 
TTD The Trade Desk, Inc. Class A
-1.29%
-$8,634 
ACN Accenture plc Class A
-1.28%
-$38,879.58 
LMT Lockheed Martin Corporation
-1.11%
-$23,786.5 
AMZN Amazon.com Inc
-1.03%
-$96,391.38 
V Visa Inc. Class A
-0.92%
-$36,001.36 
FCNCA First Citizens BancShares, Inc.
-0.77%
-$28,067.04 
GOOG Alphabet Inc
-0.71%
-$12,108.24 
GOOGL Alphabet Inc
-0.69%
-$58,912.92 
MSFT Microsoft Corp.
-0.6%
-$19,112.31 
MKL Markel Group Inc.
-0.38%
-$28,332.65 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$29,202.33 
BLV Vanguard Long-Term Bond ETF
-0.26%
-$27,003.03 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.17%
-$10,284.25 
AAPL Apple Inc.
-0.15%
-$455.51 
NVR NVR, Inc.
-0.15%
-$1,189.43 
DIS The Walt Disney Company
-0.09%
-$4,262.41 
BSV Vanguard Short-Term Bond ETF
-0.07%
-$1,496.83 Events
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Dividends
Dividend Analysis
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| Trades 621 | Longs Won 452/621 72% | Profit Factor 7.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $436,101.37 |
| Average Win $176,132.06 | Best Trade (Jul 21) $4.4M | Sharpe Ratio -10.89 |
| Average Loss -$60,479.06 | Worst Trade (Jul 22) -$1.21M | Z-Score 5.12 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2d | Expectancy $111,740.31 |
| 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 | 3,401 | 3,061 | 2,721 | 2,381 | 2,041 | 1,701 | 1,361 | 1,020 | 680 | 340 |
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 David C. Bensch?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $3.55M, Meta Platforms Inc Class A - $3.12M, Alphabet Inc - $2.96M, VANGUARD TOTAL STOCK MKT ETF - $2.17M, and Vanguard Dividend Appreciation ETF - $1.52M. 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: Diamond Hill Investment Group, Inc - $490,810.72, Taiwan Semiconductor Manufacturing Company Limited - $450,678.13, The Trade Desk, Inc. Class A - $195,487.52, Starbucks Corporation - $91,912.3, and Nexstar Media Group Inc - $71,530.58. 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 $10.56M earned over time. The largest contributors to dividend income include Vanguard Long-Term Bond ETF - $936,212.13, JPMorgan Equity Premium Income Fund - $882,525.17, Vanguard Dividend Appreciation ETF - $852,464.78, Vanguard High Dividend Yield ETF - $817,788.51, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $570,731.77. 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.
