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Trent Curry Portfolio
Invests via bLong Financial LLC | Managed by R. Trent Curry, Dennis Long
Invests via bLong Financial LLC
Managed by R. Trent Curry, Dennis Long
Automatically Tracked
Trent Curry Profile
Trent Curry is a seasoned operating executive with extensive experience in driving organizational growth and innovation within the technology sector. His career has been marked by leadership roles that span product development, market expansion, and strategic partnerships. Renowned for his ability to align teams around a shared vision, he has successfully spearheaded initiatives that have positioned companies at the forefront of their industries. With a background in both startup environments and established firms, Trent leverages diverse insights to navigate complex challenges while fostering an entrepreneurial culture. He remains influential as companies seek transformative solutions to meet evolving market demands.
Trent Curry is a seasoned operating executive with extensive experience in driving organizational growth and innovation within the technology sector. His career has been marked by leadership roles that span product development, market expansion, and strategic partnerships. Renowned for his ability to align teams around a shared vision, he has successfully spearheaded initiatives that have positioned companies at the forefront of their industries. With a background in both startup environments and established firms, Trent leverages diverse insights to navigate complex challenges while fostering an entrepreneurial culture. He remains influential as companies seek transformative solutions to meet evolving market demands.
Investment Philosophy & Strategy
In an environment where technology evolves rapidly, Trent Curry identifies opportunities that others may overlook. His approach combines operational acumen with a profound understanding of market dynamics, allowing him to make strategic investments in innovative ventures poised for significant growth. By fostering collaboration among cross-functional teams and leveraging his extensive experience, he seeks to enhance value creation through scalable business models. His entrepreneurial mindset drives exploration in sectors that promise disruptive advancements, ultimately positioning his investments for competitive advantage.
In an environment where technology evolves rapidly, Trent Curry identifies opportunities that others may overlook. His approach combines operational acumen with a profound understanding of market dynamics, allowing him to make strategic investments in innovative ventures poised for significant growth. By fostering collaboration among cross-functional teams and leveraging his extensive experience, he seeks to enhance value creation through scalable business models. His entrepreneurial mindset drives exploration in sectors that promise disruptive advancements, ultimately positioning his investments for competitive advantage.
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:
40.95%
Gain -0.82%
Monthly
1.69%
Yearly
22.31%
Drawdown
22.05%
$159.89M
Equity
Holdings
$159.89M
Investment
$114.33M
$47.69M
Profit -$1.31M
Realized
$2.13M
Unrealized
$45.56M
Dividends
$2.63M
Goals
Avg. 91% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.82%
Profit
-$1.31M
Win %
75%
This Week
Compared To Last Week
Gain
-0.82%
Profit
-$1.31M
Win %
75%
This Month
Compared to last month
Gain
0.55%
Profit
$870,971.42
Win %
75%
This Year
Compared to last year
Gain
4.11%
Profit
$6.31M
Win %
74%
ZS Zscaler Inc.
+17.66%
+$53,829.67 
CRM Salesforce Inc
+4.5%
+$49,650.95 
HONA Honeywell Aerospace Inc.
+4.07%
+$8,454.28 
GOOGL Alphabet Inc
+3.09%
+$72,627.5 
GOOG Alphabet Inc
+2.97%
+$40,595.96 
META Meta Platforms Inc Class A
+2.91%
+$93,660.28 
IBM International Business Machines Corporation
+2.73%
+$42,974.14 
MO Altria Group, Inc.
+2.3%
+$13,597.72 
MSFT Microsoft Corp.
+2.3%
+$121,959.46 
WMT Walmart Inc.
+2.27%
+$18,985.69 
WM Waste Management, Inc.
+2.25%
+$8,999.51 
LUMN Lumen Technologies Inc.
+2.23%
+$2,152.33 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$3,823.68 
LLY Eli Lilly and Company
+2.04%
+$156,925.45 
MCD McDonald's Corporation
+2.02%
+$8,241.6 
T AT&T Inc.
+2%
+$7,859.3 
GILD Gilead Sciences Inc.
+1.86%
+$4,493.61 
ALL Allstate Corporation
+1.78%
+$4,515 
ABBV AbbVie Inc.
+1.73%
+$19,123.08 
GMED Globus Medical Inc.
+1.55%
+$5,088.75 
VZ Verizon Communications Inc.
+1.43%
+$17,292.7 
UNH UnitedHealth Group Incorporated
+1.32%
+$3,094.26 
SNOW Snowflake Inc.
+1.27%
+$4,818.51 
LMT Lockheed Martin Corporation
+1.14%
+$3,019.9 
KO The Coca-Cola Company
+1.11%
+$4,950.96 
AMGN Amgen Inc.
+1.03%
+$11,894.97 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$20,699.28 
ABT Abbott Laboratories
+0.94%
+$6,682.56 
BMY Bristol-Myers Squibb Company
+0.73%
+$6,999.18 
TRV The Travelers Companies, Inc.
+0.7%
+$1,748.69 
QBTS D-Wave Quantum Inc.
+0.68%
+$3,067.8 
JNJ Johnson & Johnson
+0.58%
+$8,751.66 
AAPL Apple Inc.
+0.55%
+$170,295.24 
PG Procter & Gamble Co
+0.52%
+$1,743.3 
MRK Merck & Co., Inc.
+0.44%
+$11,807.65 
SBUX Starbucks Corporation
+0.39%
+$1,013.46 
MAA Mid-America Apartment Communities, Inc.
+0.33%
+$888.47 
FDX FedEx Corporation
+0.27%
+$1,167.6 
NSC Norfolk Southern Corporation
+0.16%
+$500.01 
PEP PepsiCo, Inc.
+0.07%
+$194.74 
RGTI Rigetti Computing Inc
+0.05%
+$103.2 
PFE Pfizer Inc.
+0.04%
+$137.27 
HONIV Honeywell International Inc.
0%
$0 
GLW Corning Incorporated
-14.09%
-$132,435.94 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$40,800.62 
GEV GE Vernova Inc.
-8.66%
-$23,792.31 
ETN Eaton Corporation plc
-7.5%
-$15,950 
VRT Vertiv Holdings Co
-7.17%
-$40,947.9 
INTC Intel Corporation
-5.3%
-$10,669.98 
DELL Dell Technologies Inc.
-5.04%
-$219,724.65 
AVGO Broadcom Inc.
-4.79%
-$153,610.99 
MU Micron Technology, Inc.
-4.76%
-$32,532.51 
ORCL Oracle Corporation
-4.42%
-$12,805.55 
AMD Advanced Micro Devices, Inc.
-3.9%
-$316,320.85 
TT Trane Technologies plc
-3.76%
-$9,473.4 
MS Morgan Stanley
-3.4%
-$60,208.11 
NVDA NVIDIA Corporation
-2.84%
-$1.03M 
VLO Valero Energy Corporation
-2.24%
-$7,135.33 
GE General Electric Company
-1.98%
-$8,628.48 
TXN Texas Instruments Inc
-1.84%
-$6,669.01 
JPM JPMorgan Chase & Co.
-1.72%
-$44,361.57 
CSCO Cisco Systems, Inc.
-1.65%
-$32,402.75 
TSLA Tesla, Inc.
-1.44%
-$19,509 
WMB The Williams Companies, Inc.
-1.43%
-$3,391.44 
UI Ubiquiti Inc.
-1.36%
-$3,840.01 
RTX RTX Corporation
-1.32%
-$9,940.24 
AMZN Amazon.com Inc
-1.22%
-$8,327.28 
CVX Chevron Corporation
-0.94%
-$5,306.39 
QCOM QUALCOMM Incorporated
-0.87%
-$1,717.46 
AEP American Electric Power Company, Inc.
-0.85%
-$1,669.5 
COP ConocoPhillips
-0.7%
-$3,878.44 
QQQM Invesco NASDAQ 100 ETF
-0.58%
-$71,323.56 
ED Consolidated Edison, Inc.
-0.55%
-$4,509.5 
DUK Duke Energy Corporation
-0.43%
-$893.01 
FDVV Fidelity High Dividend ETF
-0.42%
-$3,301.11 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$3,363.28 
IDV iShares International Select Dividend ETF
-0.33%
-$9,711.9 
FHN First Horizon Corporation
-0.31%
-$694.12 
WELL Welltower Inc.
-0.3%
-$1,739.5 
BA Boeing Company
-0.23%
-$984.9 Events
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Dividends
Dividend Analysis
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| Trades 314 | Longs Won 220/314 70% | Profit Factor 11.96 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $941,044.3 |
| Average Win $236,545 | Best Trade (Sep 04) $16M | Sharpe Ratio -9.92 |
| Average Loss -$46,296.17 | Worst Trade (Aug 02) -$823,256.3 | Z-Score 4.28 (100%) |
| Commissions $0 | Avg. Trade Length 12m 4d | Expectancy $151,872.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.31% |
| Consecutive Losing Trades | 3,448 | 3,103 | 2,759 | 2,414 | 2,069 | 1,724 | 1,379 | 1,034 | 690 | 345 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 93,057 | $23.3M | $31.09M | - | $7.79M | 33.45% | +0.551% |
| ABBV AbbVie Inc. | 4,307 | $765,354 | $1.13M | - | $361,184.92 | 47.19% | +1.727% |
| ABT Abbott Laboratories | 6,961 | $790,385.43 | $716,356.51 | - | -$74,028.92 | -9.37% | +0.942% |
| AEP American Electric Power Company, Inc. | 1,590 | $208,418 | $194,425.2 | - | -$13,992.8 | -6.71% | -0.851% |
| ALL Allstate Corporation | 1,000 | $207,070 | $258,225 | - | $51,155 | 24.7% | +1.78% |
| AMD Advanced Micro Devices, Inc. | 15,710 | $1.9M | $7.79M | - | $5.89M | 309.84% | -3.901% |
| AMGN Amgen Inc. | 3,050 | $802,588.69 | $1.16M | - | $360,223.81 | 44.88% | +1.034% |
| AMZN Amazon.com Inc | 2,652 | $581,824.4 | $672,653.28 | - | $90,828.88 | 15.61% | -1.223% |
| ARM Arm Holdings plc American Depositary Receipt | 1,710 | $258,689 | $411,990.3 | - | $153,301.3 | 59.26% | -9.011% |
| AVGO Broadcom Inc. | 8,869 | $2.07M | $3.06M | - | $985,747.49 | 47.59% | -4.785% |
| AZN AstraZeneca PLC American Depositary Shares | 1,138 | $224,436 | $186,097.14 | - | -$38,338.86 | -17.08% | +2.098% |
| BA Boeing Company | 2,010 | $355,770 | $422,019.6 | - | $66,249.6 | 18.62% | -0.233% |
| BMY Bristol-Myers Squibb Company | 15,052 | $844,044.97 | $964,908.46 | - | $120,863.49 | 14.32% | +0.731% |
| BRK-B Berkshire Hathaway Inc. | 4,107 | $1.88M | $2.12M | - | $237,306.61 | 12.63% | +0.988% |
| COP ConocoPhillips | 4,040 | $400,646.09 | $551,015.6 | - | $150,369.51 | 37.53% | -0.699% |
| CRM Salesforce Inc | 4,453 | $1.48M | $1.15M | - | -$331,095.95 | -22.31% | +4.501% |
| CSCO Cisco Systems, Inc. | 17,515 | $1.04M | $1.93M | - | $894,666.2 | 86.28% | -1.65% |
| CVX Chevron Corporation | 2,640 | $382,377.91 | $559,812 | - | $177,434.09 | 46.4% | -0.939% |
| DELL Dell Technologies Inc. | 7,680 | $877,066.11 | $4.14M | - | $3.26M | 371.69% | -5.043% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 19,784 | $684,329 | $890,082.16 | - | $205,753.16 | 30.07% | -0.376% |
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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 Trent Curry?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI Europe Financials ETF - $2.57M, iShares MSCI Germany ETF - $799,270.1, STOXX Europe Aerospace & Defense ETF - $437,185.05, iShares Emerging Markets Dividend ETF - $255,005.59, and iShares Europe ETF - $229,969.72. 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: Fundstrat Granny Shots US Large Cap ETF - $1.21M, iShares Russell Mid-Cap Growth ETF - $367,001.28, VanEck Morningstar Wide Moat Fund - $251,807, UnitedHealth Group Incorporated - $116,644.56, and iShares U.S. Regional Banks ETF - $115,638.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Trent Curry's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.63M earned over time. The largest contributors to dividend income include iShares MSCI Europe Financials ETF - $374,190.4, Apple Inc - $171,580.41, iShares International Select Dividend ETF - $148,659.65, Verizon Communications Inc - $119,073.88, and Merck & Co., Inc - $98,112.61. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Trent Curry's monthly returns?
Trent Curry's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Trent Curry's strategy be considered aggressive or moderate?
Trent Curry's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Trent Curry's strategy?
Trent Curry'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.
