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:
62.68%
Gain +0.02%
Monthly
0.58%
Yearly
7.24%
Drawdown
25.75%
$496.28M
Equity
Holdings
$496.28M
Investment
$405.06M
$133.59M
Profit +$57,895.15
Realized
$42.37M
Unrealized
$91.22M
Dividends
$44.27M
Goals
Avg. 73% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$57,895.15
Win %
75%
This Week
Compared To Last Week
Gain
-0.91%
Profit
-$4.56M
Win %
75%
This Month
Compared to last month
Gain
-0.58%
Profit
-$2.9M
Win %
75%
This Year
Compared to last year
Gain
2.28%
Profit
$11.04M
Win %
76%
CTA Simplify Managed Futures Strategy ETF
+4.33%
+$53,455.02 
SNAP Snap Inc.
+3.48%
+$3,125.02 
AAPL Apple Inc.
+3.16%
+$622,925.6 
PATH Uipath Inc.
+2.95%
+$12,140 
TTWO Take-Two Interactive Software, Inc.
+2.77%
+$6,803.58 
CNC Centene Corporation
+2.64%
+$6,056.96 
OSCR Oscar Health, Inc.
+2.63%
+$5,989.45 
IBTA Ibotta Inc.
+2.42%
+$8,075.97 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+2.1%
+$19,735.68 
PM Philip Morris International Inc.
+2.08%
+$13,421.16 
DBMF iMGP DBi Managed Futures Strategy ETF
+1.95%
+$118,179.57 
T AT&T Inc.
+1.73%
+$4,340.86 
ABBV AbbVie Inc.
+1.37%
+$3,136.05 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+1.04%
+$61,441.27 
LMND Lemonade Inc.
+1.03%
+$3,417.84 
RSBT RTRN Stock Bonds & Managed Futures Fund
+0.98%
+$17,156.09 
DIS The Walt Disney Company
+0.73%
+$1,613.38 
FMF First Trust Managed Futures Strategy Fund
+0.73%
+$7,598.18 
ADP Automatic Data Processing Inc.
+0.7%
+$2,211.54 
GOOGL Alphabet Inc
+0.67%
+$12,302.11 
GOOG Alphabet Inc
+0.64%
+$10,551.74 
AON Aon plc
+0.64%
+$1,259.7 
KO The Coca-Cola Company
+0.48%
+$1,108.83 
CRWD CrowdStrike Holdings, Inc.
+0.46%
+$2,757.12 
C Citigroup Inc.
+0.32%
+$953.48 
VZ Verizon Communications Inc.
+0.27%
+$1,013.17 
ET Energy Transfer L.P.
+0.18%
+$1,044.04 
PG Procter & Gamble Co
+0.15%
+$1,732.26 
JOE The St. Joe Company
+0.09%
+$180.46 
PEP PepsiCo, Inc.
+0.07%
+$247.4 
LLY Eli Lilly and Company
+0.07%
+$419.2 
TCBK Trico Bancshares
+0.07%
+$135.69 
DE Deere & Company
+0.06%
+$244.44 
RBIL U.S. Treasury Ultra Short TIPs Fund
+0.06%
+$683.79 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.04%
+$114.75 
PAAA PGIM AAA CLO ETF
+0.03%
+$94.47 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$718.31 
RTX RTX Corporation
+0.01%
+$32.78 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$70.75 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
+$78.69 
GDMN WisdomTree Efficient Gold Plus Miners Fund
0%
$0 MFSB
MFSB
0%
$0 
TOI The Oncology Institute Inc.
-19.72%
-$16,128 
INTC Intel Corporation
-4.92%
-$44,177.37 
MU Micron Technology, Inc.
-4.49%
-$79,326.4 
SBSW Sibanye Stillwater Ltd - ADR
-4.38%
-$6,504.98 
URNM Sprott Uranium Miners ETF
-4.01%
-$10,035.72 
DELL Dell Technologies Inc.
-3.94%
-$9,837.26 
WDC Western Digital Corporation
-3.91%
-$7,210.25 
WPM Wheaton Precious Metals Corp.
-3.76%
-$13,817.94 
XME SPDR S&P Metals & Mining ETF
-3.64%
-$42,545.02 
ECC Eagle Point Credit Company Inc.
-3.52%
-$2,180.66 
AMD Advanced Micro Devices, Inc.
-3.12%
-$40,679.79 
BTGD Stacked Bitcoin & Gold ETF
-3.11%
-$30,061.33 
KLAC KLA Corporation
-3.01%
-$3,801.9 
VICR Vicor Corporation
-2.96%
-$5,244.77 
TER Teradyne, Inc.
-2.95%
-$9,245.28 
IBM International Business Machines Corporation
-2.85%
-$9,063.41 
GEV GE Vernova Inc.
-2.84%
-$12,856.76 
NLY Annaly Capital Management, Inc.
-2.74%
-$13,393.24 
AMAT Applied Materials, Inc.
-2.65%
-$4,157.47 
CEF Sprott Physical Gold and Silver Trust
-2.56%
-$9,763.5 
OUST Ouster, Inc.
-2.54%
-$3,519.92 
CRS Carpenter Technology Corporation
-2.48%
-$3,922.65 
MAA Mid-America Apartment Communities, Inc.
-2.38%
-$4,393.5 
NVDA NVIDIA Corporation
-2.24%
-$203,616.42 
FRDM Freedom 100 Emerging Markets ETF
-2.23%
-$20,809.6 
GDE WisdomTree Efficient Gold Plus
-2.18%
-$127,290.1 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-2.15%
-$13,203.84 
IDR Idaho Strategic Resources, Inc.
-2.12%
-$6,876.77 
DX Dynex Capital Inc.
-2.03%
-$4,485 
FNV Franco-Nevada Corporation
-2.01%
-$5,436.6 
IEMG iShares Core MSCI Emerging Markets ETF
-1.95%
-$6,866.7 
STX Seagate Technology Holdings plc
-1.93%
-$4,398.02 
AVEM Avantis Emerging Markets Equity ETF
-1.87%
-$4,085.42 
XMMO Invesco S&P MidCap Momentum ETF
-1.85%
-$4,893.45 
GLD SPDR Gold Shares
-1.75%
-$70,768 
EDV Vanguard Extended Duration Treasury ETF
-1.75%
-$84,683.66 
GLDM SPDR Gold MiniShares Trust
-1.75%
-$11,523.12 
IAU iShares Gold Trust
-1.72%
-$105,751.66 
HD The Home Depot, Inc.
-1.71%
-$4,277.28 
MTUM iShares MSCI USA Momentum Factor ETF
-1.67%
-$36,421.65 
FIX Comfort Systems USA, Inc.
-1.67%
-$3,510.65 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-1.65%
-$104,509.5 
UPAR Ultra Risk Parity ETF
-1.6%
-$2,884.19 
GNR SPDR S&P Global Natural Resources ETF
-1.58%
-$19,594.85 
RSSB Return Stacked Global Stocks & Bonds ETF
-1.56%
-$77,104.32 
META Meta Platforms Inc Class A
-1.53%
-$21,363.9 
ABNB Airbnb, Inc.
-1.49%
-$3,923.64 
ETN Eaton Corporation plc
-1.46%
-$4,000.64 
ATFV Alger 35 ETF
-1.45%
-$3,483 
IBIT iShares Bitcoin Trust
-1.43%
-$11,061.07 
SEMI Columbia Select Technology ETF
-1.43%
-$8,705.95 
IXUS iShares Core International Stock ETF
-1.34%
-$10,724.97 
CSCO Cisco Systems, Inc.
-1.34%
-$6,504.6 
ELS Equity Lifestyle Properties Inc.
-1.33%
-$27,573.21 
TSCO Tractor Supply Company
-1.31%
-$3,125.68 
XLK State Street Technology Select Sector SPDR ETF
-1.27%
-$2,903.85 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.27%
-$31,458.33 
PCG PG&E Corporation
-1.27%
-$2,458.44 
SCHA Schwab U.S. Small-Cap ETF
-1.26%
-$8,782.21 
SPTL SPDR Portfolio Long Term Treasury ETF
-1.26%
-$8,150.62 
SCHQ Schwab Long-Term U.S. Treasury ETF
-1.26%
-$36,912.75 
IDMO Invesco S&P International Developed Momentum ETF
-1.25%
-$5,049.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.25%
-$4,431.47 
CAT Caterpillar Inc.
-1.25%
-$5,446.8 
RPAR Rpar Risk Parity ETF
-1.25%
-$58,697.52 
MLPX Global X MLP & Energy Infrastructure ETF
-1.25%
-$18,544.95 
LIN Linde plc
-1.25%
-$7,030.56 
EYLD Cambria Emerging Shareholder Yield Fund
-1.24%
-$45,253.18 
VEU Vanguard FTSE All-World ex-US ETF
-1.24%
-$46,964.36 
TLT iShares 20+ Year Treasury Bond ETF
-1.24%
-$91,696.89 
TLH iShares 10-20 Year Treasury Bond ETF
-1.23%
-$22,836.54 
EFG iShares MSCI EAFE Growth ETF
-1.21%
-$5,258.44 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.21%
-$4,635.51 
AVGE FRCL 3 2022Q3 Hb Float
-1.17%
-$51,803.46 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-1.16%
-$90,061.51 
LOW Lowe's Companies Inc.
-1.16%
-$3,001.87 
XYL Xylem Inc.
-1.15%
-$2,316.32 
TSLA Tesla, Inc.
-1.15%
-$16,482.15 
ENFR Alerian Energy Infrastructure ETF
-1.08%
-$4,559.67 
IMCG iShares Morningstar Mid-Cap Growth ETF
-1.06%
-$5,579.24 
CGGR Capital Group Growth ETF
-1.06%
-$22,189.86 
NTSI WisdomTree International Efficient Core Fund
-1.05%
-$25,896.5 
NVO Novo Nordisk A/S Sponsored ADR
-1.04%
-$5,502.35 
USG USCF Gold Strategy Plus Income Fund
-1.03%
-$4,961.49 
QQQ Invesco QQQ Trust, Series 1
-1.02%
-$121,053.6 
ALLW SPDR Bridgewater All Weather Mutual Fund
-1.02%
-$18,661.73 
QQQM Invesco NASDAQ 100 ETF
-1.01%
-$4,418.15 
IWM iShares Russell 2000 ETF
-1.01%
-$9,831.39 
GQRE FlexShares Global Quality Real Estate Index Fund
-1%
-$12,151.78 
IWY iShares Russell Top 200 Growth ETF
-0.98%
-$3,765.72 
MPLX MPLX LP
-0.98%
-$3,063.28 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.96%
-$2,956.74 
DHF BNY Mellon High Yield Strategies Fund
-0.96%
-$386.26 
AVDE Avantis International Equity ETF
-0.96%
-$2,091.61 
VGT Vanguard Information Technology ETF
-0.95%
-$6,175.5 
MDY SPDR S&P MidCap 400 ETF Trust
-0.95%
-$2,889.6 
VONG Vanguard Russell 1000 Growth Fund
-0.94%
-$5,291.12 
IJH iShares Core S&P Mid-Cap ETF
-0.93%
-$4,377.81 
MMM 3M Company
-0.93%
-$1,887.84 
UNH UnitedHealth Group Incorporated
-0.92%
-$2,505.2 
IWF iShares Russell 1000 Growth ETF
-0.91%
-$5,416.18 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.9%
-$3,070.17 
IEFA iShares Core MSCI EAFE ETF
-0.9%
-$8,271.59 
IJR iShares Core S&P Small-Cap ETF
-0.89%
-$3,227.03 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.89%
-$19,364.4 
ROAM Hartford Multifactor Emerging Markets ETF
-0.86%
-$13,943.46 
REIT ALPS Active REIT ETF
-0.86%
-$2,252.67 
DFAI Dimensional International Core Equity Market ETF
-0.85%
-$122,179.01 
IWR iShares Russell Mid-Cap ETF
-0.84%
-$7,351.72 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.83%
-$37,120.57 
VT Vanguard Total World Stock ETF
-0.81%
-$6,575.4 
VO Vanguard Mid-Cap ETF
-0.81%
-$12,567.72 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$3,485.44 
MBB iShares MBS ETF
-0.8%
-$29,008.98 
SMOT VanEck Morningstar SMID Moat ETF
-0.79%
-$2,444.96 
NAC Nuveen California Quality Municipal Income Fund
-0.79%
-$1,000.5 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.79%
-$7,065.3 
LHX L3Harris Technologies, Inc.
-0.78%
-$1,585.34 
JGRO JPMorgan Active Growth ETF
-0.78%
-$23,830.85 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.78%
-$40,500.54 
PFE Pfizer Inc.
-0.77%
-$2,068.95 
AVGO Broadcom Inc.
-0.76%
-$8,795.92 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-0.75%
-$1,828.12 
SYSB iShares Systematic Bond ETF
-0.75%
-$7,369.05 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.74%
-$6,472.97 
IGEB iShares Investment Grade Corporate Bond ETF
-0.74%
-$14,653.27 
RFFC ALPS Active Equity Opportunity ETF
-0.74%
-$5,030.02 
FMDE Fidelity Enhanced Mid Cap ETF
-0.74%
-$3,247.64 
OXLC Oxford Lane Capital Corp
-0.74%
-$1,228.09 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.73%
-$1,829.91 
MLPA Global X MLP ETF
-0.73%
-$5,534.34 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.7%
-$1,512.03 
CGDV Capital Group Dividend Value ETF
-0.7%
-$86,175.13 
FBND Fidelity Total Bond ETF
-0.7%
-$1,364.93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$6,888 
NTSX WisdomTree U.S. Efficient Core Fund
-0.69%
-$48,245.93 
HTRB Hartford Total Return Bond ETF
-0.68%
-$2,793.82 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.68%
-$24,571.6 
VTV Vanguard Value ETF
-0.67%
-$21,419.35 
TXUE Thornburg International Equity ETF
-0.67%
-$35,850.48 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.67%
-$11,126.56 
IWB iShares Russell 1000 ETF
-0.67%
-$4,312 
AEP American Electric Power Company, Inc.
-0.67%
-$1,668.3 
IUSB iShares Core Universal USD Bond ETF
-0.67%
-$1,892.4 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.66%
-$2,736.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.66%
-$6,343.02 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$37,077.65 
MOAT VanEck Morningstar Wide Moat Fund
-0.64%
-$85,687.7 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.63%
-$3,781.66 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.63%
-$13,044.48 
ESGU iShares ESG Aware MSCI USA ETF
-0.63%
-$1,839.6 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.62%
-$12,070.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.62%
-$1,362.67 
ONDS Ondas Holdings Inc.
-0.62%
-$484.87 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.61%
-$5,728.5 
SOFI SoFi Technologies, Inc.
-0.61%
-$1,620.05 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.6%
-$18,143.12 
VOO Vanguard S&P 500 ETF
-0.6%
-$64,538.57 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.6%
-$37,506.68 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$5,920.74 
BA Boeing Company
-0.59%
-$2,249.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.59%
-$11,634.56 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.59%
-$2,552.33 
DFAT Dimensional US Targeted Value ETF
-0.58%
-$1,533.4 
IVV iShares Core S&P 500 ETF
-0.58%
-$5,173.95 
SMTH ALPS Smith Core Plus Bond ETF
-0.58%
-$11,628.42 
WFC Wells Fargo & Company
-0.57%
-$5,163.24 
FTCA Franklin California Municipal Income ETF
-0.56%
-$1,695.28 
QUAL iShares MSCI USA Quality Factor ETF
-0.54%
-$3,254.44 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.53%
-$12,962.65 
SDY SPDR S&P Dividend ETF
-0.53%
-$1,140.18 
DFCA Dimensional California Municipal Bond ETF
-0.52%
-$1,606.76 
AVUV Avantis U.S. Small Cap Value ETF
-0.52%
-$1,183.58 
FYLD Cambria Foreign Shareholder Yield ETF
-0.52%
-$35,886.36 
JEPI JPMorgan Equity Premium Income Fund
-0.51%
-$69,713.97 
FVD First Trust Value Line Dividend Index Fund
-0.51%
-$2,563.75 
GE General Electric Company
-0.5%
-$1,781.04 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$1,146.1 
SPHY SPDR Portfolio High Yield Bond ETF
-0.5%
-$4,855.65 
AMZN Amazon.com Inc
-0.49%
-$16,282.37 
TIP iShares TIPS Bond ETF
-0.49%
-$23,534.68 
ENDW Cambria Endowment Style ETF
-0.48%
-$31,613.29 
ROUS Hartford Multifactor US Equity ETF
-0.48%
-$39,454.66 
VUG Vanguard Growth ETF
-0.48%
-$3,531.78 
SYLD Cambria Shareholder Yield ETF
-0.47%
-$39,916.8 
DFSV Dimensional US Small Cap Value ETF
-0.47%
-$25,136.69 
VIG Vanguard Dividend Appreciation ETF
-0.46%
-$1,443.2 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.46%
-$29,249.93 
PSX Phillips 66
-0.45%
-$1,548.16 
MA Mastercard Incorporated
-0.45%
-$1,257.41 
TAIL Cambria Tail Risk ETF
-0.44%
-$1,676.34 
PRF Invesco FTSE RAFI US 1000 ETF
-0.44%
-$1,282.58 
JPM JPMorgan Chase & Co.
-0.42%
-$5,800.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.42%
-$1,488.19 
XLE Energy Select Sector SPDR Fund
-0.39%
-$6,102.91 
RECS Columbia Research Enhanced Core ETF
-0.39%
-$16,534.35 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$5,075.32 
ED Consolidated Edison, Inc.
-0.38%
-$824.99 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.34%
-$19,151.18 
COWZ Pacer US Cash Cows 100 ETF
-0.34%
-$43,067.28 
IWD iShares Russell 1000 Value ETF
-0.34%
-$1,131.35 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.32%
-$3,508.38 
BUFR FT Vestladder Buffer ETF-USD I
-0.32%
-$1,524.12 
DGRO iShares Core Dividend Growth ETF
-0.32%
-$11,418.75 
CVX Chevron Corporation
-0.31%
-$8,608.9 
JNJ Johnson & Johnson
-0.3%
-$4,310.4 
TRTY Cambria Trinity ETF
-0.3%
-$14,306.48 
SCHD Schwab U.S. Dividend Equity ETF
-0.29%
-$8,876.8 
FTCS First Trust Capital Strength ETF
-0.26%
-$3,945.11 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
-0.26%
-$1,331.46 
BAC Bank of America Corporation
-0.26%
-$1,696.32 
BUFP PGIM Laddered Fund of Bond 12 ETF
-0.21%
-$13,436.11 
SPOT Spotify Technology S.A.
-0.21%
-$639.83 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.18%
-$453.39 
STIP iShares 0-5 Year TIPS Bond ETF
-0.18%
-$3,928.68 
COST Costco Wholesale Corporation
-0.18%
-$1,825.32 
NFLX Netflix, Inc.
-0.17%
-$431.85 
GCOW Pacer Global Cash Cows Dividend ETF
-0.14%
-$4,721.02 
V Visa Inc. Class A
-0.13%
-$966.32 
JPST JPMorgan Ultra-Short Income ETF
-0.08%
-$2,351.48 
IDOG Alps International Sector Dividend Dogs ETF
-0.05%
-$589.49 
MSFT Microsoft Corp.
-0.05%
-$1,881.5 
SNOW Snowflake Inc.
-0.04%
-$123.4 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$411.88 
WMT Walmart Inc.
-0.04%
-$381.84 
NOW ServiceNow, Inc.
-0.03%
-$114.08 
FLBL Franklin Senior Loan ETF
-0.02%
-$61.08 
JAAA Janus Henderson AAA CLO ETF
-0.02%
-$248.63 
SHV iShares Short Treasury Bond ETF
-0.01%
-$251.42 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$118.37 
EPD Enterprise Products Partners L.P.
-0.01%
-$35.72 
PULS PGIM Ultra Short Bond ETF
-0.01%
-$309.42 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
-0.01%
-$24.67 Events
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Dividends
Dividend Analysis
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| Trades 3968 | Longs Won 2496/3968 62% | Profit Factor 3.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,345.24 |
| Average Win $75,289.41 | Best Trade (Sep 03) $6.68M | Sharpe Ratio -9.27 |
| Average Loss -$36,234.14 | Worst Trade (Mar 31) -$1.78M | Z-Score -4.78 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 3d | Expectancy $33,665.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,699 | 12,329 | 10,959 | 9,589 | 8,219 | 6,849 | 5,479 | 4,110 | 2,740 | 1,370 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 62,480 | $12.11M | $20.33M | - | $8.22M | 67.91% | +3.162% |
| ABBV AbbVie Inc. | 909 | $231,167.79 | $231,213.24 | - | $45.45 | 0.02% | +1.375% |
| ABNB Airbnb, Inc. | 1,557 | $222,806.72 | $260,190.27 | - | $37,383.55 | 16.78% | -1.486% |
| ADP Automatic Data Processing Inc. | 1,189 | $325,954.7 | $317,558.12 | - | -$8,396.58 | -2.58% | +0.701% |
| AEP American Electric Power Company, Inc. | 2,010 | $263,642.7 | $248,918.4 | - | -$14,724.3 | -5.58% | -0.666% |
| AGG iShares Core U.S. Aggregate Bond ETF | 9,989 | $1.01M | $959,393.5 | - | -$51,330.09 | -5.08% | -0.657% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 41,604 | $1.04M | $1.07M | - | $25,609.15 | 2.46% | -0.039% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 61,186 | $1.72M | $1.81M | - | $89,984.21 | 5.24% | -1.021% |
| AMAT Applied Materials, Inc. | 334 | $241,482 | $152,438.43 | - | -$89,043.57 | -36.87% | -2.655% |
| AMD Advanced Micro Devices, Inc. | 2,501 | $697,459.9 | $1.26M | - | $565,118.9 | 81.03% | -3.121% |
| AMZN Amazon.com Inc | 13,184 | $2.13M | $3.31M | - | $1.18M | 55.44% | -0.489% |
| AON Aon plc | 646 | $214,271.74 | $198,089.44 | - | -$16,182.3 | -7.55% | +0.64% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3,615 | $208,115.55 | $249,358.36 | - | $41,242.81 | 19.82% | -0.729% |
| ATFV Alger 35 ETF | 6,000 | $248,520 | $236,970 | - | -$11,550 | -4.65% | -1.449% |
| AVDE Avantis International Equity ETF | 2,337 | $211,849.05 | $215,179.27 | - | $3,330.22 | 1.57% | -0.963% |
| AVEM Avantis Emerging Markets Equity ETF | 2,276 | $219,611.24 | $214,501.62 | - | -$5,109.62 | -2.33% | -1.869% |
| AVGE FRCL 3 2022Q3 Hb Float | 43,716 | $3.13M | $4.36M | - | $1.23M | 39.45% | -1.174% |
| AVGO Broadcom Inc. | 3,164 | $895,473.72 | $1.14M | - | $248,628.68 | 27.77% | -0.763% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,835 | $228,934.6 | $226,925.27 | - | -$2,009.33 | -0.88% | -0.519% |
| BA Boeing Company | 1,844 | $384,708.67 | $378,388.8 | - | -$6,319.87 | -1.64% | -0.591% |
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FAQ
Which stocks have generated the highest profits for Daren Blonski?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $13.01M, iShares Russell 1000 Growth ETF - $6.5M, Apple Inc - $5.85M, Invesco QQQ Trust, Series 1 - $4.89M, and iShares Gold Trust - $2.51M. 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: WisdomTree U.S. Efficient Core Fund - $1.33M, Vanguard Extended Duration Treasury ETF - $1.27M, Enphase Energy, Inc - $1.11M, WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $1.03M, and KraneShares Mount Lucas Managed Futures Index Strategy ETF - $649,171.02. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daren Blonski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $44.27M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.97M, Fidelity Total Bond ETF - $1.65M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $1.28M, iShares Core S&P 500 ETF - $1.17M, and iMGP DBi Managed Futures Strategy ETF - $1.17M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daren Blonski's monthly returns?
Daren Blonski'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 Daren Blonski's strategy be considered aggressive or moderate?
Daren Blonski'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 Daren Blonski's strategy?
Daren Blonski'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.
