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:
55.82%
Gain +0.16%
Monthly
1.35%
Yearly
17.42%
Drawdown
17.78%
$411.69M
Equity
Holdings
$411.69M
Investment
$328.43M
$98.73M
Profit +$267,604.17
Realized
$15.48M
Unrealized
$83.25M
Dividends
$13.74M
Goals
Avg. 46% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$267,604.17
Win %
70%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$1.14M
Win %
70%
This Month
Compared to last month
Gain
-1.66%
Profit
-$6.95M
Win %
70%
This Year
Compared to last year
Gain
-1.57%
Profit
-$6.55M
Win %
71%
BAM
+40.15%
+$1,760 
SHOP Shopify Inc.
+11.54%
+$144.43 
BHLB Berkshire Hills Bancorp Inc
+6.91%
+$689.72 
ADBE Adobe Inc.
+5.62%
+$821.6 
TTWO Take-Two Interactive Software, Inc.
+5.31%
+$565.8 
MREO Mereo BioPharma Group plc - ADR
+4.9%
+$4.23 
HURA TuHURA Biosciences, Inc.
+4.74%
+$28.1 
CMG Chipotle Mexican Grill, Inc.
+4.43%
+$423 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+4.29%
+$472.55 
BAX Baxter International Inc.
+4.2%
+$663.64 
SOUN SoundHound AI Inc.
+4.06%
+$17.5 
FIS Fidelity National Information Services, Inc.
+3.98%
+$2,963.4 
GPN Global Payments Inc.
+3.88%
+$3,733.46 
BBY Best Buy Co., Inc.
+3.54%
+$178.18 
PENN PENN Entertainment, Inc.
+3.42%
+$35 
NCLH Norwegian Cruise Line Holdings Ltd.
+3.41%
+$66 
UBER Uber Technologies, Inc.
+3.4%
+$49.28 
HSY The Hershey Company
+3.38%
+$683.24 
MMM 3M Company
+3.25%
+$813.45 
SWK Stanley Black & Decker Inc.
+3.19%
+$2,176.68 
HPQ HP Inc.
+3.11%
+$726.4 
LULU lululemon athletica inc.
+3.11%
+$113.6 
YUMC Yum China Holdings Inc.
+3.04%
+$274.56 
BBWI Bath & Body Works, Inc.
+2.96%
+$385.86 
SKYY First Trust Cloud Computing ETF
+2.94%
+$744.96 
WYNN Wynn Resorts, Limited
+2.87%
+$13.9 
BSX Boston Scientific Corporation
+2.85%
+$16.38 
AXP American Express Company
+2.83%
+$7,145.49 
DHR Danaher Corporation
+2.61%
+$130 
ON ON Semiconductor Corporation
+2.57%
+$66.9 
VLTO Veralto Corporation
+2.46%
+$18.08 
HUBB Hubbell Inc.
+2.44%
+$4,107.02 
GOOG Alphabet Inc
+2.34%
+$3,986.84 
VTRS Viatris Inc.
+2.32%
+$332 
SJM The J.M. Smucker Company
+2.31%
+$330.33 
PEP PepsiCo, Inc.
+2.31%
+$3,402 
TEL TE Connectivity plc
+2.29%
+$5,753.6 
PII Polaris Inc.
+2.27%
+$459.82 
CMCSA Comcast Corp
+2.24%
+$978 
MA Mastercard Incorporated
+2.23%
+$289.2 
MCD McDonald's Corporation
+2.23%
+$7,281.11 
GE General Electric Company
+2.23%
+$9,747.55 
SCHW Charles Schwab Corporation
+2.17%
+$320.45 
F Ford Motor Company
+2.16%
+$534.44 
ZTS Zoetis Inc.
+2.08%
+$39.25 
COF Capital One Financial Corporation
+2.08%
+$341.01 
WMT Walmart Inc.
+2.07%
+$18,246.26 
FSK FS KKR Capital Corp.
+2.07%
+$141.9 
VZ Verizon Communications Inc.
+2.03%
+$3,408.44 
CLX The Clorox Company
+1.95%
+$930 
MSFT Microsoft Corp.
+1.94%
+$18,374.18 
V Visa Inc. Class A
+1.91%
+$3,456.12 
DIS The Walt Disney Company
+1.9%
+$4,977 
DAL Delta Air Lines, Inc.
+1.89%
+$69.23 
COST Costco Wholesale Corporation
+1.77%
+$2,168.05 
OTIS Otis Worldwide Corporation
+1.75%
+$3,204.18 
DGX Quest Diagnostics Inc.
+1.75%
+$1,241.76 
PFG Principal Financial Group, Inc.
+1.73%
+$378 
VMC Vulcan Materials Company
+1.71%
+$340.09 
PAYX Paychex Inc.
+1.7%
+$94.57 
DD DuPont de Nemours, Inc.
+1.64%
+$135.6 
BDX Becton, Dickinson and Company
+1.64%
+$376.32 
PRU Prudential Financial, Inc.
+1.61%
+$343.54 
TDOC Teladoc Health Inc.
+1.6%
+$1.4 
CSTM Constellium SE
+1.58%
+$23 
MRSH Marsh & McLennan Companies, Inc.
+1.42%
+$1,058.84 
TJX The TJX Companies, Inc.
+1.4%
+$1,231.2 
CL Colgate-Palmolive Company
+1.35%
+$180.81 
AAPL Apple Inc.
+1.17%
+$30,816.58 
WBS Webster Financial Corporation
+1.16%
+$385.44 
BWXT Bwx Technologies Inc.
+1.15%
+$40.2 
WFC Wells Fargo & Company
+1.15%
+$830.61 
LHX L3Harris Technologies, Inc.
+1.09%
+$981 
NKE Nike, Inc. - Class B
+1.05%
+$196.24 
HPE Hewlett Packard Enterprise Company
+1.05%
+$426 
NOC Northrop Grumman Corporation
+0.98%
+$16.02 
IBM International Business Machines Corporation
+0.98%
+$564.3 
JNJ Johnson & Johnson
+0.97%
+$7,293.03 
BA Boeing Company
+0.94%
+$386.1 
GEHC GE HealthCare Technologies Inc.
+0.89%
+$42.12 
SQ Block, Inc.
+0.86%
+$106.92 
JPM JPMorgan Chase & Co.
+0.85%
+$2,098.99 
ROK Rockwell Automation, Inc.
+0.83%
+$921.6 
SPG Simon Property Group, Inc.
+0.82%
+$351.54 
VLO Valero Energy Corporation
+0.8%
+$38.88 
TRV The Travelers Companies, Inc.
+0.8%
+$339.9 
AFL Aflac Inc.
+0.76%
+$2,369.28 
BMY Bristol-Myers Squibb Company
+0.76%
+$2,029.93 
NVS Novartis AG Sponsored ADR
+0.71%
+$100.1 
UL Unilever PLC Sponsored American Depositary Receipt
+0.71%
+$71.81 
C Citigroup Inc.
+0.7%
+$231.84 
JEF Jefferies Financial Group Inc.
+0.68%
+$79.04 
LUV Southwest Airlines Co.
+0.67%
+$62.4 
CARR Carrier Global Corporation
+0.65%
+$2,073.15 
VXF Vanguard Extended Market ETF
+0.63%
+$587.06 
GD General Dynamics Corporation
+0.62%
+$499.51 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$238.08 
PSX Phillips 66
+0.51%
+$347.55 
CI The Cigna Group
+0.5%
+$466.9 
ALL Allstate Corporation
+0.5%
+$343.2 
EW Edwards Lifesciences Corporation
+0.5%
+$216.48 
PFFD Global X U.S. Preferred ETF
+0.49%
+$74.07 
PNR Pentair plc
+0.48%
+$96.9 
BRK-B Berkshire Hathaway Inc.
+0.46%
+$2,533.5 
NFLX Netflix, Inc.
+0.44%
+$497.56 
MET MetLife Inc.
+0.38%
+$130.68 
CSCO Cisco Systems, Inc.
+0.35%
+$818.8 
AVGO Broadcom Inc.
+0.34%
+$145.6 
CION Cion Investment Corporation
+0.34%
+$58.46 
TMQ Trilogy Metals Inc.
+0.33%
+$3.33 
IR Ingersoll Rand Inc.
+0.31%
+$297.44 
NEM Newmont Corporation
+0.3%
+$5.6 
MDLZ Mondelez International, Inc.
+0.25%
+$74.4 
PLUG Plug Power Inc.
+0.24%
+$0.04 
AZN AstraZeneca PLC American Depositary Shares
+0.23%
+$212.81 
ELV Elevance Health, Inc.
+0.18%
+$372.65 
DRIV Global X Autonomous & Electric Vehicles ETF
+0.15%
+$0.99 
BAC Bank of America Corporation
+0.13%
+$34.24 
AIG American International Group Inc.
+0.13%
+$23.6 
LLY Eli Lilly and Company
+0.12%
+$51 
PEJ Invesco Leisure and Entertainment ETF
+0.12%
+$7.52 
NUE Nucor Corporation
+0.12%
+$37.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.12%
+$35,032.65 
SXT Sensient Technologies Corporation
+0.1%
+$12.24 
OBE Obsidian Energy Ltd.
+0.09%
+$0.93 
CMPS Compass Pathways plc Depositary Receipt
+0.09%
+$1.04 
KHC The Kraft Heinz Company
+0.08%
+$24.42 
CC Chemours Co.
+0.06%
+$0.91 
NVDA NVIDIA Corporation
+0.06%
+$448 
YUM Yum! Brands, Inc.
+0.05%
+$22 
ABT Abbott Laboratories
+0.05%
+$23.1 
DKNG DraftKings Inc.
+0.04%
+$0.08 
AMT American Tower Corporation
+0.04%
+$2.17 
PFE Pfizer Inc.
+0.04%
+$57.13 
AVNS Avanos Medical Inc.
+0.04%
+$0.06 
MAC The Macerich Company
+0.04%
+$12.12 
SLV iShares Silver Trust
+0.04%
+$6.02 
CGMU Capital Group Municipal Income ETF
+0.04%
+$2,912.91 
TDC Teradata Corporation
+0.04%
+$0.15 
VALE Vale S.A.
+0.03%
+$0.87 
FDXF FedEx Freight Holding Company Inc.
+0.03%
+$1.85 
LITE Lumentum Holdings Inc.
+0.03%
+$6 
GOLF Acushnet Holdings Corp.
+0.03%
+$0.24 
GIS General Mills, Inc.
+0.03%
+$1.94 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.03%
+$141.78 
BABA Alibaba Group Holding Limited SP ADR
+0.03%
+$3.9 
PSLV Sprott Physical Silver Trust
+0.03%
+$0.62 
SGOL abrdn Physical Gold Shares ETF
+0.03%
+$4.13 
VVV Valvoline Inc.
+0.03%
+$6.86 
FENI Fidelity Enhanced International ETF
+0.03%
+$0.36 
VOO Vanguard S&P 500 ETF
+0.03%
+$2.55 
BN Brookfield Corporation
+0.02%
+$7.53 
FBT First Trust NYSE Arca Biotechnology Index Fund
+0.02%
+$5.82 
NFG National Fuel Gas Company
+0.02%
+$12.04 
RTX RTX Corporation
+0.02%
+$348.32 
HBM Hudbay Minerals Inc.
+0.02%
+$2.7 
SPY SPDR S&P 500 ETF Trust
+0.02%
+$14.72 
GS The Goldman Sachs Group, Inc.
+0.02%
+$24.15 
AHR American Healthcare REIT, Inc.
+0.02%
+$9.24 
TSN Tyson Foods Inc.
+0.02%
+$2.8 
IWD iShares Russell 1000 Value ETF
+0.02%
+$6.52 
PLTR Palantir Technologies Inc.
+0.02%
+$3.5 
TGT Target Corporation
+0.01%
+$0.36 
JCI Johnson Controls International plc
+0.01%
+$26.4 
ES Eversource Energy
+0.01%
+$88.65 
MPC Marathon Petroleum Corporation
+0.01%
+$4.72 
THO Thor Industries Inc.
+0.01%
+$3 
HD The Home Depot, Inc.
+0.01%
+$45.18 
UNM Unum Group
+0.01%
+$19.04 
BNS Bank of Nova Scotia
+0.01%
+$1 
GOOGL Alphabet Inc
+0.01%
+$27.69 
KMB Kimberly-Clark Corporation
+0.01%
+$0.77 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.01%
+$1,014.62 
WEC WEC Energy Group Inc.
+0.01%
+$2.8 
IWM iShares Russell 2000 ETF
+0.01%
+$0.4 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.01%
+$0.3 
EA Electronic Arts Inc.
+0.01%
+$0.21 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.01%
+$1.86 
CPSN Calamos S&P 500 Structured Alt Protection ETF – November
0%
$0 
ACCO Acco Brands Corporation
0%
$0 
AEG Aegon N.V.
0%
$0 
ALLE Allegion plc
0%
$0 
AMAL Amalgamated Financial Corp.
0%
$0 
AMC AMC Entertainment Holdings, Inc.
0%
$0 
ARKX ARK Space & Defense Innovation ETF
0%
$0 
ARRY Array Technologies Inc.
0%
$0 
ASH Ashland Inc.
0%
$0 
AVNM Avantis All International Markets Equity ETF
0%
$0 
BE Bloom Energy Corporation
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BFLY Butterfly Network, Inc.
0%
$0 
BHF Brighthouse Financial Inc.
0%
$0 
BHVN Biohaven Ltd.
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
$0 
BOW Bowhead Specialty Holdings Inc.
0%
$0 
BUD Anheuser-Busch InBev S.A. ADR
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CGC
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGSD Capital Group Short Duration Income ETF
0%
$0 
CGW Invesco S&P Global Water Index ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
$0 
CIBR First Trust NASDAQ Cybersecurity ETF
0%
$0 
CLNE Clean Energy Fuels Corp.
0%
$0 
CPSD Calamos S&P 500 Structured Alt Protection ETF – December
0%
$0 
CPSM Calamos S&P 500 Structured Alt Protection ETF – May
0%
$0 
CPSO Calamos S&P 500 Structured Alt Protection ETF – October
0%
$0 
CPSP Calamos S&P 500 Structured Alt Protection ETF – April
0%
$0 
CPSR Calamos S&P 500 Structured Alt Protection ETF – March
0%
$0 
CPSU Calamos S&P 500 Structured Alt Protection ETF – June
0%
$0 
CSRE Cohen & Steers Real Estate Active ETF
0%
$0 
CSV Carriage Services Inc.
0%
$0 
CXT Crane NXT Co.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DFIS Dimensional International Small Cap ETF
0%
$0 
DFLI Dragonfly Energy Holdings Corp.
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DRD DRDGOLD Limited American Depositary Receipts
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DXC Dxc Technology Co.
0%
$0 
EFC ELLINGTON FINANCIAL INC 1EL REIT
0%
$0 
EFX Equifax Inc.
0%
$0 
EHC Encompass Health Corporation
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ET Energy Transfer L.P.
0%
$0 
FBIN Fortune Brands Innovations Inc.
0%
$0 
FDX FedEx Corporation
0%
$0 
FE FirstEnergy Corp.
0%
$0 
FITB Fifth Third Bancorp
0%
$0 
FTEC Fidelity MSCI Information Technology Index ETF
0%
$0 
FTEK Fuel Tech Inc.
0%
$0 
G2004J103
0%
$0 
GARP iShares MSCI USA Quality GARP ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
0%
$0 
GSL Global Ship Lease Inc.
0%
$0 
GTLS Chart Industries Inc.
0%
$0 
GWRE GUIDEWIRE SOFTWARE INC
0%
$0 
HFSI Hartford Strategic Income ETF
0%
$0 
HL Hecla Mining Company
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IEO iShares U.S. Oil & Gas Exploration & Production ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IP International Paper Company
0%
$0 
JOBY Joby Aviation, Inc.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KGC Kinross Gold Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
LAC
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LAR Lithium Argentina AG
0%
$0 
LASR nLIGHT, Inc.
0%
$0 
LYG Lloyds Banking Group Plc ADR
0%
$0 
M Macy's Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDYG SPDR S&P 400 Mid Cap Growth ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MGM MGM Resorts International
0%
$0 
MVO MV Oil Trust
0%
$0 
MXL MaxLinear Inc.
0%
$0 
NEWP New Pacific Metals Corp.
0%
$0 
NIO Nio Inc.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NVT nVent Electric plc
0%
$0 
NVTS Navitas Semiconductor Corporation
0%
$0 
NXTG First Trust Indxx NextG ETF
0%
$0 
OGN Organon & Co.
0%
$0 
ORCL Oracle Corporation
0%
$0 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
0%
$0 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PHO Invesco Water Resources ETF
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PRI Primerica Inc.
0%
$0 
PSFE Paysafe Limited
0%
$0 
PSKY Paramount Skydance Corporation Class B Common Stock
0%
$0 
Q Qnity Electronics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
RLY SPDR SSGA Multi-Asset Real Return ETF
0%
$0 
ROBT First Trust Nasdaq Artificial Intelligence and Robotics ETF
0%
-$0.11 
ROKU Roku, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SAFE Safehold Inc.
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCLX Scilex Holding Company
0%
$0 
SIRI Sirius XM Holdings Inc.
0%
$0 
SMH VanEck Semiconductor ETF
0%
$0 
SMSI Smith Micro Software Inc.
0%
$0 
SOFI SoFi Technologies, Inc.
0%
$0 
SOLS Sollensys Corp
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPGM SPDR Portfolio MSCI Global Stock Market ETF
0%
$0 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SRPT Sarepta Therapeutics Inc.
0%
$0 
TOUS T. Rowe Price International Equity ETF
0%
$0 
TT Trane Technologies plc
0%
$0 
UA Under Armour Inc.
0%
$0 
UFO Procure Space ETF
0%
$0 
UI Ubiquiti Inc.
0%
$0 
URBN Urban Outfitters Inc.
0%
$0 
VCRB Vanguard Core Bond ETF
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VIK Viking Holdings Ltd
0%
$0 
VONG Vanguard Russell 1000 Growth Fund
0%
$0 
VRCA Verrica Pharmaceuticals Inc.
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VTR Ventas Inc.
0%
$0 
VVR Invesco Senior Income Trust
0%
$0 
WFTSF Wavefront Technology Solutions Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
XCEM Columbia EM Core ex-China ETF
0%
$0 
YOLO AdvisorShares Pure Cannabis ETF
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
FSSL
-21.25%
-$1,671.56 
AMD Advanced Micro Devices, Inc.
-5.17%
-$1,485 
UNG United States Natural Gas Fund, L.P.
-4.17%
-$7.92 
COP ConocoPhillips
-3.89%
-$3,168.36 
HAL Halliburton Company
-3.69%
-$116.85 
DOW Dow Inc.
-3.65%
-$236.53 
AMAT Applied Materials, Inc.
-3.61%
-$464.64 
BP BP p.l.c. Sponsored ADR
-3.45%
-$2,570.02 
TTE TotalEnergies SE
-3.04%
-$266.64 
HOG Harley-Davidson Inc.
-2.75%
-$121.1 
DELL Dell Technologies Inc.
-2.5%
-$1,117.92 
SHEL Shell plc
-2.27%
-$679.38 
MU Micron Technology, Inc.
-2.25%
-$2,656 
GLW Corning Incorporated
-2.24%
-$434.28 
APH Amphenol Corporation
-2.22%
-$4,607.01 
VDE Vanguard Energy ETF
-2.21%
-$326.48 
RVTY Revvity Inc.
-2.17%
-$110.4 
PANW Palo Alto Networks, Inc.
-2%
-$155.28 
WBD Warner Bros. Discovery, Inc.
-1.9%
-$1,530.76 
CTVA Corteva Inc.
-1.87%
-$290.58 
SRE Sempra
-1.86%
-$354.65 
GEV GE Vernova Inc.
-1.79%
-$5,072.22 
APD Air Products and Chemicals, Inc.
-1.78%
-$3,253.35 
UPS United Parcel Service, Inc.
-1.6%
-$920 
TMUS T-Mobile US, Inc.
-1.6%
-$172.8 
EVRG Evergy Inc.
-1.54%
-$134 
TMO Thermo Fisher Scientific Inc.
-1.54%
-$96.03 
WELL Welltower Inc.
-1.48%
-$507.28 
HTH Hilltop Holdings Inc.
-1.46%
-$1,928.89 
AEP American Electric Power Company, Inc.
-1.44%
-$167.7 
SPCX Space Exploration Technologies Corp. Class A
-1.36%
-$518.1 
PAGP Plains GP Holdings, L.P.
-1.36%
-$14.4 
LNT Alliant Energy Corporation
-1.35%
-$1,500.86 
ETN Eaton Corporation plc
-1.34%
-$906.81 
NGG National Grid plc Sponsored ADR
-1.32%
-$99.19 
TSLA Tesla, Inc.
-1.22%
-$4,476.75 
STAG Stag Industrial Inc.
-1.14%
-$30.55 
SMCI Super Micro Computer Inc
-0.96%
-$58 
ABBV AbbVie Inc.
-0.94%
-$885.72 
WAT Waters Corporation
-0.93%
-$66.12 
HRTX Heron Therapeutics Inc.
-0.91%
-$2 
EXC Exelon Corporation
-0.8%
-$7.98 
SO The Southern Company
-0.79%
-$233.31 
VGT Vanguard Information Technology ETF
-0.78%
-$678.48 
USB U.S. Bancorp
-0.75%
-$137.76 
UNH UnitedHealth Group Incorporated
-0.74%
-$2,740.39 
INTC Intel Corporation
-0.7%
-$983.45 
CVS CVS Health Corporation
-0.62%
-$527.96 
KEY KeyCorp
-0.62%
-$33.74 
TDY Teledyne Technologies Incorporated
-0.56%
-$55.5 
ARTY iShares Future AI & Tech ETF
-0.56%
-$109.89 
MTB M&T Bank Corporation
-0.53%
-$18.48 
WAB Wabtec Corporation
-0.53%
-$30.4 
DE Deere & Company
-0.5%
-$464.72 
P Everpure Inc.
-0.47%
-$35 
HWM Howmet Aerospace Inc.
-0.46%
-$25.08 
LMT Lockheed Martin Corporation
-0.45%
-$41.6 
RF Regions Financial Corporation
-0.39%
-$684.84 
LNC Lincoln National Corporation
-0.39%
-$8 
NOK Nokia Corporation Sponsored ADR
-0.39%
-$10.5 
VOOG Vanguard S&P 500 Growth ETF
-0.38%
-$150 
AA Alcoa Corporation
-0.36%
-$3.36 
SNAP Snap Inc.
-0.34%
-$0.75 
HIG The Hartford Insurance Group, Inc.
-0.28%
-$439.53 
PLD Prologis Inc.
-0.25%
-$245.31 
MLPA Global X MLP ETF
-0.25%
-$0.98 
MRK Merck & Co., Inc.
-0.24%
-$679.85 
META Meta Platforms Inc Class A
-0.22%
-$666.6 
O Realty Income Corporation
-0.15%
-$14.6 
PYPL PayPal Holdings Inc
-0.14%
-$8 
MO Altria Group, Inc.
-0.14%
-$103.8 
KVUE Kenvue Inc.
-0.1%
-$40.06 
BAH Booz Allen Hamilton Holding Corporation
-0.08%
-$6.24 
T AT&T Inc.
-0.08%
-$335.64 
CR Crane NXT Co.
-0.06%
-$73.71 
CPSF Calamos S&P 500 Structured Alt Protection ETF - February
-0.05%
-$11.34 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.05%
-$3,963.9 
CVX Chevron Corporation
-0.04%
-$198 
CRM Salesforce Inc
-0.03%
-$0.6 
HSBC HSBC Holdings plc Sponsored ADR
-0.03%
-$1.5 
MICC The Magnum Ice Cream Company N.V.
-0.03%
-$0.18 
MFC Manulife Financial Corporation
-0.02%
-$67.52 
MGA Magna International Inc.
-0.02%
-$0.6 
PH Parker-Hannifin Corporation
-0.02%
-$11.27 
XLRE The Real Estate Select Sector SPDR Fund
-0.02%
-$89.11 
PG Procter & Gamble Co
-0.02%
-$233.94 
STM STMicroelectronics N.V.
-0.02%
-$0.15 
CPSA Calamos S&P 500 Structured Alt Protection ETF – August
-0.02%
-$0.15 
AMZN Amazon.com Inc
-0.02%
-$122.46 
SWKS Skyworks Solutions Inc.
-0.02%
-$1.56 
IBIT iShares Bitcoin Trust
-0.01%
-$6.33 
AVLV Avantis U.S. Large Cap Value ETF
-0.01%
-$0.54 
ATI ATI Inc.
-0.01%
-$0.4 
ILMN Illumina, Inc.
-0.01%
-$0.26 
PM Philip Morris International Inc.
-0.01%
-$16.42 
ETR Entergy Corporation
-0.01%
-$1.48 
XLV Health Care Select Sector SPDR Fund
-0.01%
-$0.95 
FLEX Flex Ltd.
-0.01%
-$0.25 
XOM Exxon Mobil Corporation
-0.01%
-$86.25 
MAR Marriott International Inc. - Class A
-0.01%
-$0.14 
CPSY Calamos S&P 500 Structured Alt Protection ETF – January
0%
-$0.05 
MJ Amplify Alternative Harvest ETF
0%
$0 Events
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Dividends
Dividend Analysis
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| Trades 2997 | Longs Won 2005/2997 66% | Profit Factor 22.58 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $644,262.86 |
| Average Win $51,526.32 | Best Trade (Jul 29) $32.76M | Sharpe Ratio -61.46 |
| Average Loss -$4,612.79 | Worst Trade (Sep 30) -$931,575.46 | Z-Score 13.04 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w 5d | Expectancy $32,944.4 |
| 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% | 0.1% |
| Consecutive Losing Trades | 90,909 | 81,818 | 72,727 | 63,636 | 54,545 | 45,455 | 36,364 | 27,273 | 18,182 | 9,091 |
Hover over the desired column for a detailed explanation.
Returns
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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, SPDR Portfolio S&P 500 Value ETF - $1.46M, and Hartford Strategic Income ETF - $1.41M. 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 - $43,661.68, 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 $13.74M earned over time. The largest contributors to dividend income include Capital Group Core Plus Income ETF - $1.5M, Hartford Strategic Income ETF - $1.41M, SPDR SSGA Multi-Asset Real Return ETF - $898,238.74, Invesco S&P 500 Equal Weight ETF - $867,122.57, and SPDR Portfolio Developed World ex-US ETF - $864,553.73. 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.
