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
Tracking: 0 Updated: Jun 12 at 08:07 PM
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:
33.15%
Gain +0.17%
Monthly
1.66%
Yearly
21.89%
Drawdown
22.48%
$156.02M
Equity
Holdings
$156.02M
Investment
$116.16M
$42.95M
Profit +$284,164.79
Realized
$3.09M
Unrealized
$39.86M
Dividends
$2.26M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.17%
Profit
$284,164.79
Win %
75%
This Week
Compared To Last Week
Gain
-2.64%
Profit
-$4.23M
Win %
75%
This Month
Compared to last month
Gain
-2.85%
Profit
-$4.57M
Win %
75%
This Year
Compared to last year
Gain
6.98%
Profit
$10.44M
Win %
75%
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
+11.25%
+$65,834.98
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
+4.75%
+$365,478.59
QUALCOMM Incorporated logo
QCOM QUALCOMM Incorporated
+4.28%
+$13,775.14
GE Vernova Inc. logo
GEV GE Vernova Inc.
+3.65%
+$9,511.19
Zscaler Inc. logo
ZS Zscaler Inc.
+2.7%
+$6,564.25
AT&T Inc. logo
T AT&T Inc.
+2.48%
+$8,614.98
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+2.46%
+$27,664.56
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.3%
+$52,849.87
Tesla, Inc. logo
TSLA Tesla, Inc.
+1.88%
+$27,513.37
Rigetti Computing Inc logo
RGTI Rigetti Computing Inc
+1.7%
+$4,515
Welltower Inc. logo
WELL Welltower Inc.
+1.68%
+$8,648.5
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
+1.64%
+$10,855.8
Corning Incorporated logo
GLW Corning Incorporated
+1.59%
+$15,876.5
ConocoPhillips logo
COP ConocoPhillips
+1.39%
+$6,484.2
Texas Instruments Inc logo
TXN Texas Instruments Inc
+1.36%
+$5,474.24
Ubiquiti Inc. logo
UI Ubiquiti Inc.
+1.33%
+$3,870
AbbVie Inc. logo
ABBV AbbVie Inc.
+1.3%
+$12,554.91
Valero Energy Corporation logo
VLO Valero Energy Corporation
+1.2%
+$2,489.82
Fundstrat Granny Shots US Large Cap ETF logo
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$182,868.07
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
+1.11%
+$3,440
Dell Technologies Inc. logo
DELL Dell Technologies Inc.
+1.08%
+$32,486.32
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.07%
+$14,025
Allstate Corporation logo
ALL Allstate Corporation
+0.93%
+$2,035
Consolidated Edison, Inc. logo
ED Consolidated Edison, Inc.
+0.86%
+$7,153
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.85%
+$2,897.8
iShares Emerging Markets Dividend ETF logo
DVYE iShares Emerging Markets Dividend ETF
+0.82%
+$7,363.44
General Electric Company logo
GE General Electric Company
+0.81%
+$3,628.79
Chevron Corporation logo
CVX Chevron Corporation
+0.75%
+$3,905.97
Starbucks Corporation logo
SBUX Starbucks Corporation
+0.75%
+$2,040.26
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.72%
+$4,418.19
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.69%
+$14,394.99
Dimensional U.S. Core Equity 2 ETF logo
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$5,935.2
Morgan Stanley logo
MS Morgan Stanley
+0.66%
+$11,702.6
Duke Energy Corporation logo
DUK Duke Energy Corporation
+0.64%
+$1,392.05
The Williams Companies, Inc. logo
WMB The Williams Companies, Inc.
+0.63%
+$1,467.45
Mid-America Apartment Communities, Inc. logo
MAA Mid-America Apartment Communities, Inc.
+0.6%
+$1,787.75
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
+0.59%
+$1,208.4
Fidelity High Dividend ETF logo
FDVV Fidelity High Dividend ETF
+0.59%
+$4,455.36
First Horizon Corporation logo
FHN First Horizon Corporation
+0.56%
+$1,435.7
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.55%
+$3,182.3
Alphabet Inc logo
GOOGL Alphabet Inc
+0.53%
+$13,236.3
Alphabet Inc logo
GOOG Alphabet Inc
+0.45%
+$6,527.96
Walmart Inc. logo
WMT Walmart Inc.
+0.41%
+$3,898.5
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+0.4%
+$1,313.12
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.4%
+$3,271.95
Amgen Inc. logo
AMGN Amgen Inc.
+0.34%
+$3,721.01
iShares International Select Dividend ETF logo
IDV iShares International Select Dividend ETF
+0.32%
+$8,627.22
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.29%
+$1,197.46
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+0.2%
+$477.4
Pfizer Inc. logo
PFE Pfizer Inc.
+0.15%
+$541
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+0.14%
+$45,775.43
Microsoft Corp. logo
MSFT Microsoft Corp.
+0.1%
+$4,292.8
The Coca-Cola Company logo
KO The Coca-Cola Company
+0.1%
+$404.16
FedEx Corporation logo
FDX FedEx Corporation
+0.07%
+$319.7
Oracle Corporation logo
ORCL Oracle Corporation
+0.05%
+$173.68
McDonald's Corporation logo
MCD McDonald's Corporation
+0.01%
+$32.34
logo
AZN
0%
$0
Eli Lilly and Company logo
LLY Eli Lilly and Company
-2.41%
-$192,938.85
D-Wave Quantum Inc. logo
QBTS D-Wave Quantum Inc.
-1.97%
-$12,663.21
Abbott Laboratories logo
ABT Abbott Laboratories
-1.68%
-$10,511.11
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
-1.54%
-$4,267.24
Apple Inc. logo
AAPL Apple Inc.
-1.52%
-$419,022
Micron Technology, Inc. logo
MU Micron Technology, Inc.
-1.42%
-$9,929.5
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
-1.41%
-$32,289.29
Amazon.com Inc logo
AMZN Amazon.com Inc
-1.21%
-$7,770.33
Boeing Company logo
BA Boeing Company
-1.13%
-$5,604.83
International Business Machines Corporation logo
IBM International Business Machines Corporation
-0.97%
-$17,093.4
Broadcom Inc. logo
AVGO Broadcom Inc.
-0.94%
-$32,247.05
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-0.6%
-$12,877.2
Trane Technologies plc logo
TT Trane Technologies plc
-0.42%
-$1,100.1
RTX Corporation logo
RTX RTX Corporation
-0.34%
-$2,390.26
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-0.26%
-$7,255.8
Salesforce Inc logo
CRM Salesforce Inc
-0.25%
-$1,825.73
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.21%
-$437.58
Globus Medical Inc. logo
GMED Globus Medical Inc.
-0.16%
-$570.83
Lumen Technologies Inc. logo
LUMN Lumen Technologies Inc.
-0.12%
-$140.29
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Dividends

Dividend Analysis

Yearly
$
Trades
277
Longs Won
188/277 67%
Profit Factor
20.97
Profitability
Shorts Won
0/0 0%
Standard Deviation
$857,048.09
Average Win
$239,924.8
Best Trade
(Jun 12) $11.74M
Sharpe Ratio
-48.78
Average Loss
-$24,167.46
Worst Trade
(Jun 11) -$745,709.52
Z-Score
3.13 (99.83%)
Commissions
$0
Avg. Trade Length
10m 3w 4d
Expectancy
$155,072.05
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 6,452 5,806 5,161 4,516 3,871 3,226 2,581 1,935 1,290 645
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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Account USV