TC
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:
37.53%
Gain +0.52%
Monthly
1.71%
Yearly
22.64%
Drawdown
21.01%
$155.6M
Equity
Holdings
$155.6M
Investment
$114.33M
$44.08M
Profit +$865,193.37
Realized
$2.81M
Unrealized
$41.27M
Dividends
$2.46M
Goals
Avg. 63% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$865,193.37
Win %
67%
This Week
Compared To Last Week
Gain
0.35%
Profit
$536,456.27
Win %
67%
This Month
Compared to last month
Gain
1.31%
Profit
$2.01M
Win %
67%
This Year
Compared to last year
Gain
1.31%
Profit
$2.02M
Win %
70%
MU Micron Technology, Inc.
+12.17%
+$73,751.99 
INTC Intel Corporation
+8.64%
+$16,410.84 
AMD Advanced Micro Devices, Inc.
+8.11%
+$641,910.44 
ARM Arm Holdings plc American Depositary Receipt
+7.46%
+$34,405.22 
RGTI Rigetti Computing Inc
+7.23%
+$13,287 
GLW Corning Incorporated
+6.08%
+$52,601.44 
ORCL Oracle Corporation
+4.74%
+$11,097.5 
MS Morgan Stanley
+2.59%
+$45,094.14 
TSLA Tesla, Inc.
+2.53%
+$34,781.72 
AVGO Broadcom Inc.
+2.21%
+$73,967.46 
NVDA NVIDIA Corporation
+1.97%
+$664,681.56 
COP ConocoPhillips
+1.57%
+$7,352.8 
BMY Bristol-Myers Squibb Company
+1.28%
+$11,590.04 
PFE Pfizer Inc.
+0.77%
+$2,608.13 
AMGN Amgen Inc.
+0.57%
+$6,313.47 
ETN Eaton Corporation plc
+0.38%
+$770 
AAPL Apple Inc.
+0.35%
+$107,015.55 
TRV The Travelers Companies, Inc.
+0.31%
+$757.1 
GMED Globus Medical Inc.
+0.1%
+$353.99 
ABT Abbott Laboratories
+0.06%
+$417.66 
DUK Duke Energy Corporation
+0.05%
+$105.06 
BRK-B Berkshire Hathaway Inc.
+0.04%
+$739.26 
MRK Merck & Co., Inc.
+0.01%
+$187.42 
ABBV AbbVie Inc.
0%
$0 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
CRM Salesforce Inc
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
-$0.02 
ED Consolidated Edison, Inc.
0%
$0 
FDVV Fidelity High Dividend ETF
0%
$0 
FDX FedEx Corporation
0%
$0 
FHN First Horizon Corporation
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
IDV iShares International Select Dividend ETF
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LMT Lockheed Martin Corporation
0%
-$0.01 
LUMN Lumen Technologies Inc.
0%
$0 
MCD McDonald's Corporation
0%
-$0.02 
META Meta Platforms Inc Class A
0%
$0 
MO Altria Group, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.02 
PG Procter & Gamble Co
0%
$0 
QBTS D-Wave Quantum Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
-$0.01 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SNOW Snowflake Inc.
0%
$0 
T AT&T Inc.
0%
$0 
TT Trane Technologies plc
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UI Ubiquiti Inc.
0%
+$0.01 
UNH UnitedHealth Group Incorporated
0%
+$0.01 
VLO Valero Energy Corporation
0%
$0 
VRT Vertiv Holdings Co
0%
-$0.02 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WM Waste Management, Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
ZS Zscaler Inc.
0%
$0 
BA Boeing Company
-2.23%
-$9,406.8 
WMT Walmart Inc.
-1.61%
-$14,112.57 
GOOG Alphabet Inc
-1.47%
-$21,134.4 
GOOGL Alphabet Inc
-1.37%
-$33,637.93 
IBM International Business Machines Corporation
-1.17%
-$16,180 
MAA Mid-America Apartment Communities, Inc.
-1.1%
-$3,185.51 
AMZN Amazon.com Inc
-0.98%
-$6,470.91 
ALL Allstate Corporation
-0.78%
-$1,990 
AEP American Electric Power Company, Inc.
-0.43%
-$906.3 
SBUX Starbucks Corporation
-0.34%
-$960.12 
DELL Dell Technologies Inc.
-0.04%
-$1,305.6 Events
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Dividends
Dividend Analysis
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| Trades 314 | Longs Won 205/314 65% | Profit Factor 11.29 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $910,756.91 |
| Average Win $235,934.47 | Best Trade (Jul 22) $13.04M | Sharpe Ratio -10.91 |
| Average Loss -$39,320.01 | Worst Trade (Jul 27) -$890,606.66 | Z-Score 1.27 (79.57%) |
| Commissions $0 | Avg. Trade Length 11m 1w 5d | Expectancy $140,384.35 |
| 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% | 0.4% |
| Consecutive Losing Trades | 3,953 | 3,557 | 3,162 | 2,767 | 2,372 | 1,976 | 1,581 | 1,186 | 791 | 395 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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No Data
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, STOXX Europe Aerospace & Defense ETF - $419,045.8, iShares Emerging Markets Dividend ETF - $255,005.59, NVIDIA Corporation - $212,295.94, and iShares International Select Dividend ETF - $197,789.92. 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 - $693,858.52, UnitedHealth Group Incorporated - $116,644.56, International Paper Company - $70,528.49, Fiserv, Inc - $42,518, and Salesforce Inc - $23,423.1. 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 $2.46M earned over time. The largest contributors to dividend income include iShares MSCI Europe Financials ETF - $374,190.4, iShares International Select Dividend ETF - $148,659.65, Apple Inc - $146,455.02, Merck & Co., Inc - $113,261.03, and Verizon Communications Inc - $102,198.59. 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.
