Darren Tapley Portfolio
Invests via New England Capital Financial Advisors LLC | Managed by New England Capital Financial Advisors LLC, Christopher W. Beale, CFPae
Invests via New England Capital Financial Advisors LLC
Managed by New England Capital Financial Advisors LLC, Christopher W. Beale, CFPae
Automatically Tracked
Darren Tapley Profile
Darren Tapley has cultivated a dynamic career in technology and entrepreneurial leadership, establishing himself as an influential figure in innovation-driven sectors. With extensive experience at the helm of various startups, he specializes in transforming emerging ideas into scalable businesses. His deep understanding of market trends has made him a key player in fostering growth across multiple industries. As a founder and strategic advisor, he excels at guiding teams through challenging landscapes while leveraging his insights to optimize operational efficiency. His commitment to advancing tech solutions underscores his relevance within today’s investment community.
Darren Tapley has cultivated a dynamic career in technology and entrepreneurial leadership, establishing himself as an influential figure in innovation-driven sectors. With extensive experience at the helm of various startups, he specializes in transforming emerging ideas into scalable businesses. His deep understanding of market trends has made him a key player in fostering growth across multiple industries. As a founder and strategic advisor, he excels at guiding teams through challenging landscapes while leveraging his insights to optimize operational efficiency. His commitment to advancing tech solutions underscores his relevance within today’s investment community.
Investment Philosophy & Strategy
Through an innovation lens, Darren Tapley exemplifies a forward-thinking approach to investment that capitalizes on disruptive technologies. His extensive experience as both a founder and strategic advisor informs his keen ability to identify high-potential startups poised for market expansion. By focusing on transformative ideas, he actively seeks opportunities where technological advancement can drive value creation. His leadership style fosters collaboration and operational excellence within teams, enabling them to navigate complex challenges effectively. This dynamic framework positions him at the forefront of identifying impactful ventures in an ever-evolving landscape.
Through an innovation lens, Darren Tapley exemplifies a forward-thinking approach to investment that capitalizes on disruptive technologies. His extensive experience as both a founder and strategic advisor informs his keen ability to identify high-potential startups poised for market expansion. By focusing on transformative ideas, he actively seeks opportunities where technological advancement can drive value creation. His leadership style fosters collaboration and operational excellence within teams, enabling them to navigate complex challenges effectively. This dynamic framework positions him at the forefront of identifying impactful ventures in an ever-evolving landscape.
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:
64.01%
Gain -0.52%
Monthly
1.36%
Yearly
17.64%
Drawdown
17.78%
$416.6M
Equity
Holdings
$416.6M
Investment
$328.43M
$103.64M
Profit -$1.14M
Realized
$15.48M
Unrealized
$88.16M
Dividends
$15.18M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.14M
Win %
70%
This Week
Compared To Last Week
Gain
-0.27%
Profit
-$1.14M
Win %
70%
This Month
Compared to last month
Gain
-0.96%
Profit
-$4.05M
Win %
70%
This Year
Compared to last year
Gain
-0.39%
Profit
-$1.64M
Win %
70%
PANW Palo Alto Networks, Inc.
+14.15%
+$1,123.2 
CLNE Clean Energy Fuels Corp.
+9.2%
+$6 
GWRE GUIDEWIRE SOFTWARE INC
+8.32%
+$586 
DXC Dxc Technology Co.
+7.24%
+$43.73 
TDC Teradata Corporation
+6.32%
+$26.4 
CIBR First Trust NASDAQ Cybersecurity ETF
+6.31%
+$2,330.36 
TDOC Teladoc Health Inc.
+6.01%
+$3.7 
CHKP Check Point Software Technologies Ltd.
+5.62%
+$258.82 
ADBE Adobe Inc.
+4.6%
+$754 
CRM Salesforce Inc
+4.53%
+$134.64 
BSX Boston Scientific Corporation
+4.36%
+$24.37 
BAH Booz Allen Hamilton Holding Corporation
+4.26%
+$335.92 
SHOP Shopify Inc.
+4.18%
+$59.18 
BBY Best Buy Co., Inc.
+4.16%
+$223.02 
YUM Yum! Brands, Inc.
+4.15%
+$1,608.75 
PLTR Palantir Technologies Inc.
+4.11%
+$1,203.12 
HONA Honeywell Aerospace Inc.
+4.07%
+$675.57 
TTWO Take-Two Interactive Software, Inc.
+4.03%
+$399.51 
NFLX Netflix, Inc.
+3.92%
+$4,863.15 
PSFE Paysafe Limited
+3.71%
+$98 
SOUN SoundHound AI Inc.
+3.67%
+$16.1 
SCLX Scilex Holding Company
+3.59%
+$4.14 
KD Kyndryl Holdings Inc.
+3.38%
+$3.56 
M Macy's Inc.
+3.31%
+$165.71 
CI The Cigna Group
+3.27%
+$2,960.79 
MJ Amplify Alternative Harvest ETF
+3.25%
+$8.25 
MDT Medtronic plc
+3.19%
+$3,558.62 
ZBH Zimmer Biomet Holdings, Inc.
+3.18%
+$657.48 
GOOGL Alphabet Inc
+3.11%
+$9,728.42 
PSKY Paramount Skydance Corporation Class B Common Stock
+2.97%
+$185.85 
GOOG Alphabet Inc
+2.97%
+$5,308.67 
META Meta Platforms Inc Class A
+2.91%
+$9,509.14 
YOLO AdvisorShares Pure Cannabis ETF
+2.89%
+$0.09 
SKYY First Trust Cloud Computing ETF
+2.87%
+$871.68 
BDX Becton, Dickinson and Company
+2.82%
+$737.2 
IBM International Business Machines Corporation
+2.81%
+$1,845.45 
SNAP Snap Inc.
+2.73%
+$7.75 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$278.06 
RVTY Revvity Inc.
+2.56%
+$146.28 
CMG Chipotle Mexican Grill, Inc.
+2.49%
+$270 
PAYX Paychex Inc.
+2.37%
+$134.26 
MO Altria Group, Inc.
+2.36%
+$1,691.94 
SRPT Sarepta Therapeutics Inc.
+2.35%
+$528 
IBIT iShares Bitcoin Trust
+2.32%
+$1,283.97 
MSFT Microsoft Corp.
+2.25%
+$27,685.45 
WMT Walmart Inc.
+2.19%
+$18,849.11 
BUD Anheuser-Busch InBev S.A. ADR
+2.11%
+$222.75 
AZN AstraZeneca PLC American Depositary Shares
+2.11%
+$1,890 
GILD Gilead Sciences Inc.
+2.07%
+$1,158.3 
LLY Eli Lilly and Company
+2.06%
+$780.98 
UPS United Parcel Service, Inc.
+2.05%
+$1,030 
DEO Diageo plc Sponsored ADR
+2.04%
+$550.47 
VLTO Veralto Corporation
+2.04%
+$15.36 
DIS The Walt Disney Company
+2.03%
+$5,972.4 
FTEK Fuel Tech Inc.
+2.02%
+$70 
SOFI SoFi Technologies, Inc.
+2.02%
+$9.1 
MCD McDonald's Corporation
+2.01%
+$6,246.24 
VIK Viking Holdings Ltd
+1.99%
+$435.62 
TGT Target Corporation
+1.94%
+$54.54 
T AT&T Inc.
+1.94%
+$8,474.93 
VSNT Versant Media Group, Inc.
+1.9%
+$48.83 
CLX The Clorox Company
+1.9%
+$832.5 
DGX Quest Diagnostics Inc.
+1.89%
+$1,385.28 
OTIS Otis Worldwide Corporation
+1.88%
+$3,305.91 
ALL Allstate Corporation
+1.83%
+$1,228.92 
MRSH Marsh & McLennan Companies, Inc.
+1.81%
+$1,316.34 
PM Philip Morris International Inc.
+1.8%
+$2,824.24 
GPN Global Payments Inc.
+1.79%
+$1,884.57 
CMPS Compass Pathways plc Depositary Receipt
+1.78%
+$26.52 
NOC Northrop Grumman Corporation
+1.73%
+$27 
MAR Marriott International Inc. - Class A
+1.72%
+$40.32 
ABBV AbbVie Inc.
+1.7%
+$1,589.94 
ROKU Roku, Inc.
+1.69%
+$391.5 
NVS Novartis AG Sponsored ADR
+1.65%
+$205.66 
UNG United States Natural Gas Fund, L.P.
+1.62%
+$2.97 
DHR Danaher Corporation
+1.61%
+$83.72 
COST Costco Wholesale Corporation
+1.59%
+$1,889.02 
CL Colgate-Palmolive Company
+1.58%
+$201.39 
THO Thor Industries Inc.
+1.51%
+$330 
LHX L3Harris Technologies, Inc.
+1.5%
+$1,101 
AFL Aflac Inc.
+1.47%
+$4,183.26 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$151.83 
VZ Verizon Communications Inc.
+1.44%
+$2,646.98 
LULU lululemon athletica inc.
+1.44%
+$45.6 
ELV Elevance Health, Inc.
+1.41%
+$3,238.68 
SMSI Smith Micro Software Inc.
+1.38%
+$0.24 
KMB Kimberly-Clark Corporation
+1.37%
+$103.95 
VTRS Viatris Inc.
+1.36%
+$186.5 
EW Edwards Lifesciences Corporation
+1.35%
+$601.92 
WTRG Essential Utilities Inc.
+1.29%
+$83.21 
YUMC Yum China Holdings Inc.
+1.28%
+$112.32 
UBER Uber Technologies, Inc.
+1.26%
+$19.91 
UNH UnitedHealth Group Incorporated
+1.26%
+$4,207.84 
GIS General Mills, Inc.
+1.2%
+$83.42 
EFX Equifax Inc.
+1.18%
+$6,037.66 
ALLE Allegion plc
+1.16%
+$929.15 
KVUE Kenvue Inc.
+1.15%
+$410.62 
SIRI Sirius XM Holdings Inc.
+1.13%
+$36.3 
LMT Lockheed Martin Corporation
+1.12%
+$94.16 
KO The Coca-Cola Company
+1.12%
+$6,749.22 
LUV Southwest Airlines Co.
+1.1%
+$89.44 
CVS CVS Health Corporation
+1.07%
+$795.88 
ZTS Zoetis Inc.
+1.06%
+$19.37 
V Visa Inc. Class A
+1.06%
+$1,992.73 
AIG American International Group Inc.
+1.05%
+$186.44 
BFLY Butterfly Network, Inc.
+1.02%
+$75 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
+1.02%
+$630.95 
AMC AMC Entertainment Holdings, Inc.
+1.02%
+$0.53 
HD The Home Depot, Inc.
+0.97%
+$3,378.71 
LAR Lithium Argentina AG
+0.94%
+$2.75 
BRK-B Berkshire Hathaway Inc.
+0.94%
+$5,371.02 
AXP American Express Company
+0.93%
+$2,344.37 
FDXF FedEx Freight Holding Company Inc.
+0.93%
+$44.22 
ABT Abbott Laboratories
+0.89%
+$420.42 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.89%
+$112.69 
EHC Encompass Health Corporation
+0.89%
+$119.88 
BMY Bristol-Myers Squibb Company
+0.87%
+$2,397.05 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.87%
+$220.68 
PEJ Invesco Leisure and Entertainment ETF
+0.86%
+$51.23 
PII Polaris Inc.
+0.84%
+$135.73 
TRV The Travelers Companies, Inc.
+0.78%
+$321.75 
DE Deere & Company
+0.78%
+$778.48 
HIG The Hartford Insurance Group, Inc.
+0.77%
+$1,183.35 
PENN PENN Entertainment, Inc.
+0.76%
+$6.75 
FSK FS KKR Capital Corp.
+0.71%
+$54.83 
PRI Primerica Inc.
+0.71%
+$103.5 
PNFP Pinnacle Financial Partners Inc.
+0.69%
+$136.62 
PYPL PayPal Holdings Inc
+0.68%
+$36.5 
ILMN Illumina, Inc.
+0.66%
+$17.68 
NKE Nike, Inc. - Class B
+0.62%
+$102.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$136.08 
MA Mastercard Incorporated
+0.6%
+$81.6 
SJM The J.M. Smucker Company
+0.57%
+$83.49 
JNJ Johnson & Johnson
+0.55%
+$4,175.63 
GEHC GE HealthCare Technologies Inc.
+0.53%
+$26.52 
MRK Merck & Co., Inc.
+0.51%
+$1,611.88 
PFG Principal Financial Group, Inc.
+0.51%
+$118 
PG Procter & Gamble Co
+0.5%
+$5,692.54 
AAPL Apple Inc.
+0.49%
+$12,794.11 
MREO Mereo BioPharma Group plc - ADR
+0.46%
+$0.39 
TMO Thermo Fisher Scientific Inc.
+0.45%
+$29.92 
DAL Delta Air Lines, Inc.
+0.39%
+$13.33 
GD General Dynamics Corporation
+0.38%
+$283.2 
KEY KeyCorp
+0.35%
+$18.68 
ACCO Acco Brands Corporation
+0.35%
+$1.5 
WBD Warner Bros. Discovery, Inc.
+0.34%
+$296.78 
HTH Hilltop Holdings Inc.
+0.34%
+$439.92 
TSN Tyson Foods Inc.
+0.32%
+$47.6 
MET MetLife Inc.
+0.3%
+$105.27 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.3%
+$135 
NIO Nio Inc.
+0.27%
+$2.62 
HSY The Hershey Company
+0.26%
+$52.2 
HURA TuHURA Biosciences, Inc.
+0.24%
+$1.41 
PHO Invesco Water Resources ETF
+0.23%
+$42.22 
FDX FedEx Corporation
+0.22%
+$51.68 
BAX Baxter International Inc.
+0.21%
+$35.3 
TMUS T-Mobile US, Inc.
+0.21%
+$22.8 
BOW Bowhead Specialty Holdings Inc.
+0.18%
+$1,192.56 
BABA Alibaba Group Holding Limited SP ADR
+0.17%
+$24.05 
D Dominion Energy, Inc.
+0.15%
+$14.8 
LAMR Lamar Advertising Company
+0.13%
+$13.3 
FBIN Fortune Brands Innovations Inc.
+0.12%
+$10 
PFE Pfizer Inc.
+0.11%
+$171.39 
NCLH Norwegian Cruise Line Holdings Ltd.
+0.1%
+$1.5 
PRU Prudential Financial, Inc.
+0.1%
+$21.36 
RSP Invesco S&P 500 Equal Weight ETF
+0.1%
+$27,109.35 
TJX The TJX Companies, Inc.
+0.1%
+$68.4 
CSV Carriage Services Inc.
+0.09%
+$0.96 
CPSP Calamos S&P 500 Structured Alt Protection ETF – April
+0.09%
+$14.15 
MGM MGM Resorts International
+0.09%
+$1.75 
WPC W. P. Carey Inc.
+0.07%
+$29.15 
FIS Fidelity National Information Services, Inc.
+0.07%
+$44.9 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
+0.07%
+$39.21 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
+0.04%
+$600.45 
AVNS Avanos Medical Inc.
+0.04%
+$0.06 
OGN Organon & Co.
+0.04%
+$0.81 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
+0.04%
+$4.08 
PEP PepsiCo, Inc.
+0.03%
+$43.19 
LNC Lincoln National Corporation
+0.02%
+$0.5 
AHR American Healthcare REIT, Inc.
+0.02%
+$9.24 
UNM Unum Group
+0.01%
+$19.04 
BHLB Berkshire Hills Bancorp Inc
0%
$0 
BHF Brighthouse Financial Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
SQ Block, Inc.
0%
$0 
WBS Webster Financial Corporation
0%
$0 
WAT Waters Corporation
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 FSSL
FSSL
0%
$0 CGC
CGC
0%
$0 LAC
LAC
0%
$0 G200
G2004J103
0%
$0 
GLW Corning Incorporated
-14%
-$3,075.6 
NOK Nokia Corporation Sponsored ADR
-12.71%
-$424.5 
MXL MaxLinear Inc.
-11.91%
-$390.72 
HPE Hewlett Packard Enterprise Company
-10.2%
-$5,397.42 
LITE Lumentum Holdings Inc.
-9.8%
-$2,271.63 
SWKS Skyworks Solutions Inc.
-9.68%
-$1,333.8 
NVT nVent Electric plc
-9.5%
-$4,983.89 
GEV GE Vernova Inc.
-8.67%
-$23,148.64 
ETN Eaton Corporation plc
-7.43%
-$5,278.87 
SMCI Super Micro Computer Inc
-7.34%
-$589 
Q Qnity Electronics Inc.
-7.03%
-$791.21 
STM STMicroelectronics N.V.
-7.02%
-$54.23 
AMAT Applied Materials, Inc.
-6.67%
-$730.8 
BE Bloom Energy Corporation
-6.47%
-$357 
NVTS Navitas Semiconductor Corporation
-5.89%
-$41.1 
JCI Johnson Controls International plc
-5.82%
-$11,206.79 
FLEX Flex Ltd.
-5.67%
-$164 
APH Amphenol Corporation
-5.61%
-$25,603.56 
SOLS Sollensys Corp
-5.6%
-$179.09 
ATI ATI Inc.
-5.53%
-$220 
ON ON Semiconductor Corporation
-5.4%
-$123.3 
BAC Bank of America Corporation
-5.39%
-$1,446.64 
INTC Intel Corporation
-5.25%
-$8,185.33 
DELL Dell Technologies Inc.
-4.99%
-$2,888.64 
AVGO Broadcom Inc.
-4.79%
-$1,940.4 
MU Micron Technology, Inc.
-4.76%
-$5,948.16 
SMH VanEck Semiconductor ETF
-4.53%
-$746.46 
ORCL Oracle Corporation
-4.47%
-$8,380.32 
ARRY Array Technologies Inc.
-4.46%
-$8.03 
HL Hecla Mining Company
-4.42%
-$109.37 
DRD DRDGOLD Limited American Depositary Receipts
-4.34%
-$538.23 
CAT Caterpillar Inc.
-4.18%
-$6,460.02 
JEF Jefferies Financial Group Inc.
-4.08%
-$440.96 
HUBB Hubbell Inc.
-3.94%
-$6,269.52 
GS The Goldman Sachs Group, Inc.
-3.93%
-$4,649.46 
AMD Advanced Micro Devices, Inc.
-3.88%
-$1,100.55 
P Everpure Inc.
-3.87%
-$380 
TEL TE Connectivity plc
-3.8%
-$9,994.41 
TT Trane Technologies plc
-3.73%
-$20,393.99 
VALE Vale S.A.
-3.68%
-$98 
ARTY iShares Future AI & Tech ETF
-3.55%
-$795.96 
CXT Crane NXT Co.
-3.36%
-$1,118.55 
OBE Obsidian Energy Ltd.
-3.35%
-$40.45 
HPQ HP Inc.
-3.34%
-$1,075.98 
KGC Kinross Gold Corporation
-3.31%
-$48.25 
XCEM Columbia EM Core ex-China ETF
-3.31%
-$200,282.85 
BEPC Brookfield Renewable Corporation
-3.19%
-$980 
BNY BlackRock New York Municipal Income Trust
-3.18%
-$1,758.17 
HBM Hudbay Minerals Inc.
-3.15%
-$450.9 
CDE Coeur Mining, Inc.
-3.13%
-$161.9 
VRCA Verrica Pharmaceuticals Inc.
-3.06%
-$30 
CSTM Constellium SE
-3%
-$39.25 
NEM Newmont Corporation
-2.92%
-$74 
NVDA NVIDIA Corporation
-2.84%
-$23,163.23 
BBWI Bath & Body Works, Inc.
-2.8%
-$340.08 
AA Alcoa Corporation
-2.69%
-$27.3 
HAL Halliburton Company
-2.67%
-$90.72 
CGXU Capital Group International Focus Equity ETF
-2.6%
-$34.04 
CC Chemours Co.
-2.53%
-$34.58 
PH Parker-Hannifin Corporation
-2.51%
-$1,170.12 
DFLI Dragonfly Energy Holdings Corp.
-2.43%
-$0.03 
NGG National Grid plc Sponsored ADR
-2.42%
-$169.26 
VLO Valero Energy Corporation
-2.37%
-$148.24 
DRIV Global X Autonomous & Electric Vehicles ETF
-2.24%
-$14.59 
NXTG First Trust Indxx NextG ETF
-2.19%
-$899.95 
ROK Rockwell Automation, Inc.
-2.16%
-$2,224.8 
PSLV Sprott Physical Silver Trust
-2.12%
-$55.62 
GE General Electric Company
-2%
-$8,003.39 
LYG Lloyds Banking Group Plc ADR
-1.91%
-$151.69 
PLUG Plug Power Inc.
-1.91%
-$0.36 
DD DuPont de Nemours, Inc.
-1.87%
-$142.8 
NUE Nucor Corporation
-1.85%
-$601.25 
WFC Wells Fargo & Company
-1.84%
-$1,392.74 
MGA Magna International Inc.
-1.81%
-$48 
SLV iShares Silver Trust
-1.81%
-$317.56 
ASH Ashland Inc.
-1.76%
-$272.5 
MMM 3M Company
-1.73%
-$414.7 
JPM JPMorgan Chase & Co.
-1.71%
-$4,282.21 
CSCO Cisco Systems, Inc.
-1.69%
-$3,868.83 
TMQ Trilogy Metals Inc.
-1.68%
-$18.32 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.64%
-$186.64 
BN Brookfield Corporation
-1.64%
-$470.62 
APD Air Products and Chemicals, Inc.
-1.58%
-$2,828.99 
URBN Urban Outfitters Inc.
-1.58%
-$743.64 
JOBY Joby Aviation, Inc.
-1.56%
-$50 
ETR Entergy Corporation
-1.56%
-$242.72 
WAB Wabtec Corporation
-1.54%
-$82.84 
TSLA Tesla, Inc.
-1.47%
-$6,298 
SPCX Space Exploration Technologies Corp. Class A
-1.45%
-$722.7 
GLD SPDR Gold Shares
-1.39%
-$2,541.9 
SAFE Safehold Inc.
-1.39%
-$97.5 
UI Ubiquiti Inc.
-1.36%
-$431.2 
SGOL abrdn Physical Gold Shares ETF
-1.36%
-$233.34 
VVR Invesco Senior Income Trust
-1.36%
-$37.56 
RTX RTX Corporation
-1.35%
-$18,596.48 
C Citigroup Inc.
-1.34%
-$468.72 
VDE Vanguard Energy ETF
-1.33%
-$214.72 
FTEC Fidelity MSCI Information Technology Index ETF
-1.28%
-$2,016.5 
AMZN Amazon.com Inc
-1.28%
-$10,043.36 
CR Crane NXT Co.
-1.25%
-$1,434.51 
CMCSA Comcast Corp
-1.25%
-$616.14 
SXT Sensient Technologies Corporation
-1.24%
-$162.69 
VGT Vanguard Information Technology ETF
-1.24%
-$1,156.5 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-1.2%
-$23,429.4 
PSX Phillips 66
-1.16%
-$996.31 
KHC The Kraft Heinz Company
-1.14%
-$341.88 
HSBC HSBC Holdings plc Sponsored ADR
-1.12%
-$59.25 
TDY Teledyne Technologies Incorporated
-1.12%
-$101.1 
AVNM Avantis All International Markets Equity ETF
-1.11%
-$92.15 
UA Under Armour Inc.
-1.1%
-$30.64 
BWXT Bwx Technologies Inc.
-1.09%
-$32.6 
GARP iShares MSCI USA Quality GARP ETF
-1.08%
-$912.9 
CTVA Corteva Inc.
-1.07%
-$156.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.07%
-$118,002.5 
MTB M&T Bank Corporation
-1%
-$33.46 
MLPA Global X MLP ETF
-0.98%
-$3.92 
CION Cion Investment Corporation
-0.97%
-$204.61 
CVX Chevron Corporation
-0.97%
-$5,856.02 
HWM Howmet Aerospace Inc.
-0.95%
-$41.61 
PFFD Global X U.S. Preferred ETF
-0.94%
-$139.91 
FE FirstEnergy Corp.
-0.92%
-$110.92 
EXC Exelon Corporation
-0.92%
-$8.29 
XOM Exxon Mobil Corporation
-0.9%
-$12,837.93 
VVV Valvoline Inc.
-0.87%
-$181.79 
QCOM QUALCOMM Incorporated
-0.84%
-$527.85 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.83%
-$61,110.12 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.82%
-$157,556.26 
AEP American Electric Power Company, Inc.
-0.8%
-$84.28 
DFIS Dimensional International Small Cap ETF
-0.8%
-$94.11 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
-0.79%
-$253.12 
EVRG Evergy Inc.
-0.77%
-$63 
CSRE Cohen & Steers Real Estate Active ETF
-0.77%
-$53,997.68 
VGK Vanguard FTSE Europe ETF
-0.76%
-$34.25 
PNR Pentair plc
-0.76%
-$138.89 
HOG Harley-Davidson Inc.
-0.75%
-$36.33 
TTE TotalEnergies SE
-0.74%
-$68.68 
GOLF Acushnet Holdings Corp.
-0.72%
-$4.88 
NLY Annaly Capital Management, Inc.
-0.71%
-$15.19 
COP ConocoPhillips
-0.68%
-$629.62 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
-0.68%
-$9,640.6 
HRTX Heron Therapeutics Inc.
-0.67%
-$1 
PFF iShares Preferred and Income Securities ETF
-0.66%
-$121.2 
VONG Vanguard Russell 1000 Growth Fund
-0.66%
-$124.5 
XLRE The Real Estate Select Sector SPDR Fund
-0.66%
-$2,539.64 
VMC Vulcan Materials Company
-0.59%
-$106.86 
COF Capital One Financial Corporation
-0.59%
-$99.63 
DOW Dow Inc.
-0.59%
-$36.89 
TOUS T. Rowe Price International Equity ETF
-0.59%
-$29,447.82 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$189.28 
LNT Alliant Energy Corporation
-0.57%
-$572.11 
MVO MV Oil Trust
-0.57%
-$2.38 
FITB Fifth Third Bancorp
-0.57%
-$4,428.04 
PLD Prologis Inc.
-0.57%
-$510.51 
UFO Procure Space ETF
-0.56%
-$2.88 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$398.95 
VTR Ventas Inc.
-0.55%
-$74.48 
EFC ELLINGTON FINANCIAL INC 1EL REIT
-0.54%
-$170.24 
CGDV Capital Group Dividend Value ETF
-0.54%
-$61,337.43 
FENI Fidelity Enhanced International ETF
-0.54%
-$7.92 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.53%
-$64,428.37 
VOOG Vanguard S&P 500 Growth ETF
-0.53%
-$220 
IJR iShares Core S&P Small-Cap ETF
-0.51%
-$1.46 
SRE Sempra
-0.5%
-$86.1 
ARKX ARK Space & Defense Innovation ETF
-0.5%
-$1.6 
F Ford Motor Company
-0.5%
-$120.68 
BP BP p.l.c. Sponsored ADR
-0.5%
-$391.46 
ES Eversource Energy
-0.5%
-$3,014.1 
ET Energy Transfer L.P.
-0.49%
-$74.86 
CGW Invesco S&P Global Water Index ETF
-0.47%
-$291.9 
AMT American Tower Corporation
-0.47%
-$25.73 
SO The Southern Company
-0.45%
-$118.17 
DKNG DraftKings Inc.
-0.45%
-$0.88 
PGX Invesco Preferred ETF
-0.43%
-$27.36 
DUK Duke Energy Corporation
-0.43%
-$647.7 
SHEL Shell plc
-0.42%
-$138.58 
NFG National Fuel Gas Company
-0.4%
-$195.65 
DFUS Dimensional U.S. Equity Market ETF
-0.39%
-$57.52 
WEC WEC Energy Group Inc.
-0.38%
-$112 
MAC The Macerich Company
-0.38%
-$103.02 
USB U.S. Bancorp
-0.35%
-$63.14 
O Realty Income Corporation
-0.34%
-$29.93 
CGGR Capital Group Growth ETF
-0.34%
-$245,102.88 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$157.44 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$237.36 
VOO Vanguard S&P 500 ETF
-0.34%
-$35.55 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.33%
-$44.55 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$112.53 
MPC Marathon Petroleum Corporation
-0.32%
-$148.68 
RF Regions Financial Corporation
-0.32%
-$542.16 
WELL Welltower Inc.
-0.3%
-$95.88 
AMAL Amalgamated Financial Corp.
-0.29%
-$42 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$82,910.6 
VXF Vanguard Extended Market ETF
-0.28%
-$265.95 
SWK Stanley Black & Decker Inc.
-0.28%
-$183.26 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.27%
-$1,346.91 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
-0.26%
-$747 
BA Boeing Company
-0.25%
-$101.4 
BHVN Biohaven Ltd.
-0.24%
-$30 
BNS Bank of Nova Scotia
-0.23%
-$21 
STAG Stag Industrial Inc.
-0.21%
-$5.2 
MDLZ Mondelez International, Inc.
-0.2%
-$62 
IWM iShares Russell 2000 ETF
-0.18%
-$10.7 
CARR Carrier Global Corporation
-0.18%
-$483.74 
GSL Global Ship Lease Inc.
-0.17%
-$27.52 
AVLV Avantis U.S. Large Cap Value ETF
-0.17%
-$8.64 
NEWP New Pacific Metals Corp.
-0.17%
-$1.5 
AEG Aegon N.V.
-0.17%
-$0.17 
MGK Vanguard Mega Cap Growth ETF
-0.16%
-$56 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$8.1 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.13%
-$15,700.16 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.13%
-$5,842.45 
PAGP Plains GP Holdings, L.P.
-0.11%
-$1.2 
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
-0.11%
-$0.9 
CGSD Capital Group Short Duration Income ETF
-0.1%
-$1,650 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
-0.08%
-$32.52 
CGMU Capital Group Municipal Income ETF
-0.06%
-$4,369.36 
MFC Manulife Financial Corporation
-0.05%
-$135.04 
CGCP Capital Group Core Plus Income ETF
-0.05%
-$1,331.26 
HFSI Hartford Strategic Income ETF
-0.04%
-$41,134.02 
WYNN Wynn Resorts, Limited
-0.04%
-$0.17 
SCHW Charles Schwab Corporation
-0.04%
-$5.8 
CPSF Calamos S&P 500 Structured Alt Protection ETF - February
-0.04%
-$7.85 
IWD iShares Russell 1000 Value ETF
-0.03%
-$13.04 
CPSU Calamos S&P 500 Structured Alt Protection ETF – June
-0.03%
-$14.49 
IP International Paper Company
-0.03%
-$0.35 
CPSY Calamos S&P 500 Structured Alt Protection ETF – January
-0.02%
-$0.68 
SPG Simon Property Group, Inc.
-0.02%
-$7.44 
VCRB Vanguard Core Bond ETF
-0.01%
-$4,810.56 
GTLS Chart Industries Inc.
-0.01%
-$0.35 
CPSN Calamos S&P 500 Structured Alt Protection ETF – November
0%
-$0.01 Events
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Dividends
Dividend Analysis
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| Trades 2997 | Longs Won 2030/2997 67% | Profit Factor 17.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $703,050.42 |
| Average Win $54,113.1 | Best Trade (Aug 14) $36.65M | Sharpe Ratio -61.43 |
| Average Loss -$6,417.96 | Worst Trade (Sep 14) -$1.42M | Z-Score 19.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 3w 4d | Expectancy $34,582.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.22% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 21 | $937.83 | $986.16 | - | $48.33 | 5.15% | -2.694% |
| AAPL Apple Inc. | 7,922 | $1.11M | $2.65M | - | $1.54M | 138.62% | +0.486% |
| ABBV AbbVie Inc. | 363 | $64,505.28 | $94,924.5 | - | $30,419.22 | 47.16% | +1.703% |
| ABT Abbott Laboratories | 462 | $52,129.56 | $47,521.32 | - | -$4,608.24 | -8.84% | +0.893% |
| ACCO Acco Brands Corporation | 100 | $608 | $425.5 | - | -$182.5 | -30.02% | +0.354% |
| ADBE Adobe Inc. | 65 | $22,750 | $17,148.95 | - | -$5,601.05 | -24.62% | +4.599% |
| AEG Aegon N.V. | 11 | $64 | $99.49 | - | $35.49 | 55.45% | -0.166% |
| AEP American Electric Power Company, Inc. | 86 | $7,927 | $10,522.1 | - | $2,595.1 | 32.74% | -0.795% |
| AFL Aflac Inc. | 2,468 | $175,854.95 | $288,694.3 | - | $112,839.35 | 64.17% | +1.47% |
| AHR American Healthcare REIT, Inc. | 924 | $24,681.11 | $49,517.16 | - | $24,836.05 | 100.63% | +0.019% |
| AIG American International Group Inc. | 236 | $14,753.38 | $17,964.32 | - | $3,210.94 | 21.76% | +1.049% |
| ALL Allstate Corporation | 264 | $35,992.68 | $68,208.36 | - | $32,215.68 | 89.51% | +1.835% |
| ALLE Allegion plc | 522 | $55,298.9 | $80,977.86 | - | $25,678.96 | 46.44% | +1.161% |
| AMAL Amalgamated Financial Corp. | 300 | $8,082 | $14,319 | - | $6,237 | 77.17% | -0.292% |
| AMAT Applied Materials, Inc. | 24 | $6,481.38 | $10,224.96 | - | $3,743.58 | 57.76% | -6.67% |
| AMC AMC Entertainment Holdings, Inc. | 21 | $168 | $52.18 | - | -$115.82 | -68.94% | +1.016% |
| AMD Advanced Micro Devices, Inc. | 55 | $8,528.56 | $27,286.6 | - | $18,758.04 | 219.94% | -3.877% |
| AMT American Tower Corporation | 31 | $6,218.73 | $5,487.62 | - | -$731.11 | -11.76% | -0.467% |
| AMZN Amazon.com Inc | 3,062 | $288,691.27 | $776,217 | - | $487,525.73 | 168.87% | -1.277% |
| APD Air Products and Chemicals, Inc. | 615 | $187,194.4 | $176,400.45 | - | -$10,793.95 | -5.77% | -1.578% |
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FAQ
Which stocks have generated the highest profits for Darren Tapley?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Growth ETF - $6.07M, VANGUARD SMALL-CAP VALUE ETF - $2.81M, SPDR Portfolio S&P 500 Growth ETF - $2.51M, Hartford Strategic Income ETF - $2.23M, and SPDR Portfolio S&P 500 Value ETF - $1.46M. 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: SPDR SSGA Multi-Asset Real Return ETF - $60,150, Dow Inc - $43,585.73, Walgreens Boots Alliance Inc - $29,626.56, CVS Health Corporation - $19,099.61, and Biogen Inc - $14,124.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Darren Tapley's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.18M earned over time. The largest contributors to dividend income include Hartford Strategic Income ETF - $2.23M, Capital Group Core Plus Income ETF - $1.53M, Vanguard Core Bond ETF - $1.12M, SPDR SSGA Multi-Asset Real Return ETF - $898,238.74, and Invesco S&P 500 Equal Weight ETF - $867,122.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Darren Tapley's monthly returns?
Darren Tapley'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 Darren Tapley's strategy be considered aggressive or moderate?
Darren Tapley'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 Darren Tapley's strategy?
Darren Tapley's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
