DB
Daren Blonski Portfolio
Invests via Fermata Advisors LLC | Managed by Daren Blonski, Christopher D. Sipes
Invests via Fermata Advisors LLC
Managed by Daren Blonski, Christopher D. Sipes
Automatically Tracked
Daren Blonski Profile
Daren Blonski has made significant strides as an entrepreneurial founder, renowned for his ability to develop and scale innovative businesses. With a deep background in technology-driven solutions, he has led multiple startups through critical growth phases, emphasizing operational excellence and market alignment. His journey encompasses the establishment of strategic partnerships that enhance competitive positioning within fast-evolving industries. Not only is he recognized for his visionary leadership in startup environments, but his insights into industry trends have positioned him as a thought leader in entrepreneurship. Daren's dedication to building impactful companies resonates strongly across the capital markets landscape.
Daren Blonski has made significant strides as an entrepreneurial founder, renowned for his ability to develop and scale innovative businesses. With a deep background in technology-driven solutions, he has led multiple startups through critical growth phases, emphasizing operational excellence and market alignment. His journey encompasses the establishment of strategic partnerships that enhance competitive positioning within fast-evolving industries. Not only is he recognized for his visionary leadership in startup environments, but his insights into industry trends have positioned him as a thought leader in entrepreneurship. Daren's dedication to building impactful companies resonates strongly across the capital markets landscape.
Investment Philosophy & Strategy
Entrepreneurial ventures thrive in the dynamic landscape Daren Blonski navigates, where innovation and operational excellence intersect. His hands-on approach allows for strategic alignment with market demands while identifying transformative growth opportunities. A keen advocate for technology-driven initiatives, he fosters an environment conducive to scalable solutions that address contemporary challenges. By prioritizing collaborations that strengthen market presence, he enhances competitive dynamics within various sectors. Such a proactive stance towards business-building not only positions his endeavors at the forefront of industry evolution but also reflects his commitment to redefining success across multiple platforms.
Entrepreneurial ventures thrive in the dynamic landscape Daren Blonski navigates, where innovation and operational excellence intersect. His hands-on approach allows for strategic alignment with market demands while identifying transformative growth opportunities. A keen advocate for technology-driven initiatives, he fosters an environment conducive to scalable solutions that address contemporary challenges. By prioritizing collaborations that strengthen market presence, he enhances competitive dynamics within various sectors. Such a proactive stance towards business-building not only positions his endeavors at the forefront of industry evolution but also reflects his commitment to redefining success across multiple platforms.
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:
35.15%
Gain +1.31%
Monthly
0.41%
Yearly
4.99%
Drawdown
16.15%
$460.12M
Equity
Holdings
$460.12M
Investment
$379.09M
$122.04M
Profit +$6.65M
Realized
$41.02M
Unrealized
$81.02M
Dividends
$41.73M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.31%
Profit
$6.65M
Win %
79%
This Week
Compared To Last Week
Gain
-1.37%
Profit
-$6.4M
Win %
79%
This Month
Compared to last month
Gain
-1.46%
Profit
-$6.79M
Win %
79%
This Year
Compared to last year
Gain
3.84%
Profit
$17.83M
Win %
79%
MU Micron Technology, Inc.
+11.69%
+$169,077.28 
TER Teradyne, Inc.
+9.73%
+$29,549.94 
INTC Intel Corporation
+9.28%
+$73,243.67 
IDR Idaho Strategic Resources, Inc.
+9.16%
+$30,083.58 
AMD Advanced Micro Devices, Inc.
+7.96%
+$73,768.98 
SBSW Sibanye Stillwater Ltd - ADR
+7.32%
+$6,691.9 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$29,652.61 
BA Boeing Company
+6.05%
+$19,490.88 
FRDM Freedom 100 Emerging Markets ETF
+5.99%
+$47,551.35 
STIM Neuronetics Inc.
+5.64%
+$1,389.43 
URNM Sprott Uranium Miners ETF
+5.62%
+$14,042.51 
XME SPDR S&P Metals & Mining ETF
+5.36%
+$51,460.02 
BTGD Stacked Bitcoin & Gold ETF
+5.32%
+$27,794.61 
SOFI SoFi Technologies, Inc.
+5.04%
+$11,768 
ETN Eaton Corporation plc
+4.88%
+$11,651.53 
CAT Caterpillar Inc.
+4.83%
+$19,595.17 
WPM Wheaton Precious Metals Corp.
+4.78%
+$9,118.36 
TSLA Tesla, Inc.
+4.63%
+$63,064.23 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$103,407.93 
GEV GE Vernova Inc.
+4.58%
+$15,592.26 
CEF Sprott Physical Gold and Silver Trust
+4.54%
+$16,262 
SEMI Columbia Select Technology ETF
+4.45%
+$26,791.11 
GE General Electric Company
+4.43%
+$13,258.69 
JTEK JPMorgan U.S. Tech Leaders ETF
+4.43%
+$16,894.71 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$12,271.65 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+4.32%
+$25,402 
XMMO Invesco S&P MidCap Momentum ETF
+4.28%
+$12,078.17 
EFG iShares MSCI EAFE Growth ETF
+3.94%
+$15,645.24 
RTX RTX Corporation
+3.83%
+$24,718 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.63%
+$82,320 
PESI Perma-Fix Environmental Services Inc.
+3.49%
+$4,268.88 
AVGO Broadcom Inc.
+3.47%
+$34,159.17 
SCHA Schwab U.S. Small-Cap ETF
+3.39%
+$23,490.44 
IXUS iShares Core International Stock ETF
+3.38%
+$25,584.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.33%
+$11,250.25 
VGT Vanguard Information Technology ETF
+3.32%
+$20,022.64 
VEU Vanguard FTSE All-World ex-US ETF
+3.29%
+$134,947.12 
QQQ Invesco QQQ Trust, Series 1
+3.28%
+$286,160.16 
RSSB Return Stacked Global Stocks & Bonds ETF
+3.1%
+$125,703.28 
GLD SPDR Gold Shares
+3.1%
+$114,524 
IAU iShares Gold Trust
+3.05%
+$168,028.38 
GLDM SPDR Gold MiniShares Trust
+3.05%
+$6,169.68 
LHX L3Harris Technologies, Inc.
+3.05%
+$5,749.67 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$25,128.32 
ROAM Hartford Multifactor Emerging Markets ETF
+2.99%
+$47,624.83 
IWM iShares Russell 2000 ETF
+2.99%
+$28,957.09 
EYLD Cambria Emerging Shareholder Yield Fund
+2.96%
+$99,225.66 
GDE WisdomTree Efficient Gold Plus
+2.96%
+$138,646.24 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+2.8%
+$10,160.15 
NLY Annaly Capital Management, Inc.
+2.76%
+$12,352.83 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+2.74%
+$6,373.83 
NVO Novo Nordisk A/S Sponsored ADR
+2.71%
+$12,778.56 
CGGR Capital Group Growth ETF
+2.69%
+$51,740.4 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+2.68%
+$7,828.18 
DFAI Dimensional International Core Equity Market ETF
+2.68%
+$355,136.78 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+2.63%
+$56,434.6 
IBIT iShares Bitcoin Trust
+2.62%
+$15,889.29 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$22,018.5 
EFV iShares MSCI EAFE Value ETF
+2.57%
+$16,835.62 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$7,651.83 
CSCO Cisco Systems, Inc.
+2.53%
+$12,392.17 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$11,493.58 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$9,847.56 
VT Vanguard Total World Stock ETF
+2.44%
+$22,092.7 
LMND Lemonade Inc.
+2.42%
+$9,049.05 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+2.36%
+$98,835.36 
NTSX WisdomTree U.S. Efficient Core Fund
+2.27%
+$155,343.5 
IDOG Alps International Sector Dividend Dogs ETF
+2.26%
+$25,533.3 
LOW Lowe's Companies Inc.
+2.26%
+$6,231.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$7,027.04 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$18,769.45 
FMDE Fidelity Enhanced Mid Cap ETF
+2.21%
+$13,296.46 
JGRO JPMorgan Active Growth ETF
+2.18%
+$66,596.25 
GDMN WisdomTree Efficient Gold Plus Miners Fund
+2.18%
+$34,088.19 
NVDA NVIDIA Corporation
+2.17%
+$168,936.92 
LLY Eli Lilly and Company
+2.16%
+$9,604 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+2.15%
+$105,940.57 
TXUE Thornburg International Equity ETF
+2.07%
+$106,089 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
+2.04%
+$23,210.95 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$20,515.72 
CGDV Capital Group Dividend Value ETF
+2.02%
+$222,963.85 
EDV Vanguard Extended Duration Treasury ETF
+2%
+$120,727.8 
IWD iShares Russell 1000 Value ETF
+1.99%
+$7,738.48 
RPAR Rpar Risk Parity ETF
+1.86%
+$86,200.9 
GNR SPDR S&P Global Natural Resources ETF
+1.86%
+$12,062.7 
VO Vanguard Mid-Cap ETF
+1.83%
+$26,264.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$35,704 
VUG Vanguard Growth ETF
+1.78%
+$12,533.88 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+1.78%
+$38,351 
FYLD Cambria Foreign Shareholder Yield ETF
+1.78%
+$117,975.82 
DIS The Walt Disney Company
+1.77%
+$3,764.25 
ALLW SPDR Bridgewater All Weather Mutual Fund
+1.76%
+$26,239.5 
DFAT Dimensional US Targeted Value ETF
+1.74%
+$4,397.86 
IWB iShares Russell 1000 ETF
+1.74%
+$11,857.58 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$16,428.49 
VOO Vanguard S&P 500 ETF
+1.72%
+$161,839.67 
IVV iShares Core S&P 500 ETF
+1.72%
+$14,260.3 
PRF Invesco FTSE RAFI US 1000 ETF
+1.71%
+$4,704.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$34,224.35 
AVGE FRCL 3 2022Q3 Hb Float
+1.69%
+$70,243.22 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+1.69%
+$3,979.64 
VTV Vanguard Value ETF
+1.68%
+$45,425.73 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$8,889.32 
ESGU iShares ESG Aware MSCI USA ETF
+1.64%
+$4,859.82 
ENDW Cambria Endowment Style ETF
+1.64%
+$99,460.04 
AOR iShares Core 60/40 Balanced Allocation ETF
+1.59%
+$3,904.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$87,813.96 
IWF iShares Russell 1000 Growth ETF
+1.57%
+$9,771.84 
TSCO Tractor Supply Company
+1.56%
+$3,326.88 
DFSV Dimensional US Small Cap Value ETF
+1.55%
+$80,412.87 
DE Deere & Company
+1.53%
+$4,787.65 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+1.49%
+$7,045.44 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$8,243.2 
SYLD Cambria Shareholder Yield ETF
+1.47%
+$117,249.32 
AMZN Amazon.com Inc
+1.45%
+$41,155.05 
RECS Columbia Research Enhanced Core ETF
+1.44%
+$58,467.89 
IWY iShares Russell Top 200 Growth ETF
+1.41%
+$5,298.47 
SMOT VanEck Morningstar SMID Moat ETF
+1.4%
+$4,159.97 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+1.4%
+$78,575.04 
JPM JPMorgan Chase & Co.
+1.4%
+$15,914.84 
AAPL Apple Inc.
+1.39%
+$248,633.55 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+1.33%
+$20,871.99 
TLT iShares 20+ Year Treasury Bond ETF
+1.3%
+$102,579.4 
SPTL SPDR Portfolio Long Term Treasury ETF
+1.26%
+$7,771.73 
LIN Linde plc
+1.23%
+$7,322.02 
PJFG PGIM Jennison Focused Growth Fund
+1.21%
+$35,411.68 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$3,830.74 
SCHQ Schwab Long-Term U.S. Treasury ETF
+1.17%
+$18,923.4 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.14%
+$142,876 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$18,524.8 
BAC Bank of America Corporation
+1.08%
+$5,595.56 
GCOW Pacer Global Cash Cows Dividend ETF
+1.06%
+$37,471.2 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
+0.93%
+$67,910.93 
GOOG Alphabet Inc
+0.91%
+$14,450.98 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$121,880.5 
IBM International Business Machines Corporation
+0.89%
+$2,656.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.89%
+$42,532.56 
BUFR FT Vestladder Buffer ETF-USD I
+0.86%
+$3,573.68 
DGRO iShares Core Dividend Growth ETF
+0.86%
+$30,019.84 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.85%
+$40,234 
SDY SPDR S&P Dividend ETF
+0.85%
+$1,769.12 
SCHD Schwab U.S. Dividend Equity ETF
+0.82%
+$20,956.73 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.79%
+$47,276.25 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$90,798.47 
TTWO Take-Two Interactive Software, Inc.
+0.77%
+$2,928.96 
GQRE FlexShares Global Quality Real Estate Index Fund
+0.71%
+$9,512.66 
NTSI WisdomTree International Efficient Core Fund
+0.7%
+$17,072.79 
FMF First Trust Managed Futures Strategy Fund
+0.69%
+$6,734.35 
JOE The St. Joe Company
+0.65%
+$1,425.48 
MBB iShares MBS ETF
+0.65%
+$22,006.36 
IGEB iShares Investment Grade Corporate Bond ETF
+0.65%
+$17,296.18 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.64%
+$1,423.95 
FBND Fidelity Total Bond ETF
+0.62%
+$1,329.72 
FTCS First Trust Capital Strength ETF
+0.59%
+$8,856.1 
ECCU Eagle Point Credit Company Inc. Preferred Stock 7.75%
+0.57%
+$2,234.16 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$5,425.84 
IUSB iShares Core Universal USD Bond ETF
+0.57%
+$1,721.72 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$2,512.25 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.55%
+$11,209.94 
SMTH ALPS Smith Core Plus Bond ETF
+0.55%
+$11,532.08 
WFC Wells Fargo & Company
+0.54%
+$3,694.24 
SPHY SPDR Portfolio High Yield Bond ETF
+0.52%
+$5,183.28 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.51%
+$33,125.7 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.51%
+$12,551.5 
HTRB Hartford Total Return Bond ETF
+0.51%
+$2,083.35 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
+0.49%
+$2,065.14 
RSBT RTRN Stock Bonds & Managed Futures Fund
+0.48%
+$4,014 
RLY SPDR SSGA Multi-Asset Real Return ETF
+0.45%
+$3,500.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$1,536.36 
FVD First Trust Value Line Dividend Index Fund
+0.42%
+$1,669.6 
GOOGL Alphabet Inc
+0.42%
+$7,397.26 
XSVM Invesco S&P SmallCap Value with Momentum ETF
+0.4%
+$14,034.6 
TIP iShares TIPS Bond ETF
+0.35%
+$17,709.9 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$4,534.06 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.17%
+$496.24 
HTAB Hartford Schroders Tax-Aware Bond ETF
+0.16%
+$348.93 
MPLX MPLX LP
+0.14%
+$413.36 
FTCA Franklin California Municipal Income ETF
+0.1%
+$227.87 
STIP iShares 0-5 Year TIPS Bond ETF
+0.1%
+$1,910 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.1%
+$5,734.15 
JPST JPMorgan Ultra-Short Income ETF
+0.07%
+$2,074.7 
PULS PGIM Ultra Short Bond ETF
+0.03%
+$1,090.26 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$200.62 
SHV iShares Short Treasury Bond ETF
+0.01%
+$388.21 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$156.32 
DFCA Dimensional California Municipal Bond ETF
0%
$0 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
0%
$0 
MFSB
0%
$0 
USG USCF Gold Strategy Plus Income Fund
-4.58%
-$22,347.64 
XOM Exxon Mobil Corporation
-2.68%
-$37,140.48 
ADP Automatic Data Processing Inc.
-2.31%
-$5,271.37 
CVX Chevron Corporation
-2.1%
-$48,408.74 
XLE Energy Select Sector SPDR Fund
-1.97%
-$24,974.55 
CTA Simplify Managed Futures Strategy ETF
-1.82%
-$23,454.09 
MSFT Microsoft Corp.
-1.77%
-$58,862.7 
EPD Enterprise Products Partners L.P.
-1.56%
-$7,680.03 
RFFC ALPS Active Equity Opportunity ETF
-1.49%
-$10,816.33 
ET Energy Transfer L.P.
-1.42%
-$7,479.27 
PM Philip Morris International Inc.
-1.27%
-$7,535.22 
UPAR Ultra Risk Parity ETF
-1.27%
-$2,296.91 
V Visa Inc. Class A
-1.21%
-$7,998.88 
OXLC Oxford Lane Capital Corp
-1.07%
-$1,653.7 
ROUS Hartford Multifactor US Equity ETF
-0.9%
-$73,519.9 
NFLX Netflix, Inc.
-0.89%
-$2,290.74 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
-0.88%
-$7,335.5 
T AT&T Inc.
-0.86%
-$2,135.2 
PATH Uipath Inc.
-0.84%
-$2,731.5 
COST Costco Wholesale Corporation
-0.82%
-$8,328.87 
MLPA Global X MLP ETF
-0.81%
-$5,747.72 
MLPX Global X MLP & Energy Infrastructure ETF
-0.67%
-$9,101.5 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.61%
-$5,363.18 
ELS Equity Lifestyle Properties Inc.
-0.58%
-$12,733.12 
PG Procter & Gamble Co
-0.48%
-$5,590.8 
TRTY Cambria Trinity ETF
-0.47%
-$21,280.54 
META Meta Platforms Inc Class A
-0.45%
-$5,791.2 
PEP PepsiCo, Inc.
-0.44%
-$1,317.98 
FNV Franco-Nevada Corporation
-0.27%
-$533.12 
IBTA Ibotta Inc.
-0.25%
-$832.96 
ENFR Alerian Energy Infrastructure ETF
-0.23%
-$962.1 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.2%
-$11,204.4 
AGNCZ AGNC Investment Corp. Depositary Shs Repr 1/1000th Cum Conv Red Perp Pfd Registered Shs Ser H
-0.16%
-$2,218.64 
AEP American Electric Power Company, Inc.
-0.1%
-$257.4 
REIT ALPS Active REIT ETF
-0.08%
-$214.51 
WMT Walmart Inc.
-0.07%
-$842.94 
JNJ Johnson & Johnson
-0.05%
-$608.75 
VZ Verizon Communications Inc.
-0.04%
-$156 
NAC Nuveen California Quality Municipal Income Fund
-0.04%
-$57.5 
JKH iShares Morningstar Mid-Cap Growth ETF
-0.03%
-$161.34 
FLBL Franklin Senior Loan ETF
-0.02%
-$62.45 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$542.49 
PAAA PGIM AAA CLO ETF
-0.02%
-$68.19 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.02%
-$131.98 Events
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Dividends
Dividend Analysis
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| Trades 3700 | Longs Won 2273/3700 61% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $221,726.86 |
| Average Win $75,625.23 | Best Trade (Jun 30) $5.69M | Sharpe Ratio -8.25 |
| Average Loss -$34,934.61 | Worst Trade (Mar 31) -$1.78M | Z-Score 2.51 (98.78%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1d | Expectancy $32,984.99 |
| 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% | <0.01% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
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