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:
68.13%
Gain -0.27%
Monthly
0.54%
Yearly
6.65%
Drawdown
25.7%
$508.45M
Equity
Holdings
$508.45M
Investment
$428.83M
$127.79M
Profit -$971,297.81
Realized
$48.16M
Unrealized
$79.63M
Dividends
$45.35M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.27%
Profit
-$971,297.81
Win %
70%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$32,719.68
Win %
70%
This Month
Compared to last month
Gain
0.72%
Profit
$3.64M
Win %
70%
This Year
Compared to last year
Gain
0.71%
Profit
$3.6M
Win %
71%
CRWD CrowdStrike Holdings, Inc.
+5.69%
+$41,258.07 
OXY Occidental Petroleum Corp.
+3.81%
+$11,347.84 
MU Micron Technology Inc.
+3.37%
+$45,811.61 
XLE State Street Energy Select Sector SPDR ETF
+3.16%
+$52,796.42 
CVX Chevron Corporation
+2.94%
+$75,354.49 
FTNT Fortinet, Inc.
+2.87%
+$7,112.07 
XOM ExxonMobil Holdings Corporation
+2.82%
+$49,485.14 
DOW Dow Inc.
+2.77%
+$6,771.6 
AMT American Tower Corporation
+2.69%
+$8,364.3 
MRVL Marvell Technology Inc.
+2.63%
+$4,971.89 
MLPX Global X MLP & Energy Infrastructure ETF
+2.58%
+$36,644.96 
EPD Enterprise Products Partners L.P.
+2.49%
+$13,985.79 
CTA Simplify Managed Futures Strategy ETF
+2.41%
+$31,357.7 
ENFR Alerian Energy Infrastructure ETF
+2.38%
+$5,312.49 
ET Energy Transfer LP
+2.27%
+$12,490.18 
AMD Advanced Micro Devices Inc.
+2.17%
+$34,764.96 
SPCX Space Exploration Technologies Corp. Class A
+2.15%
+$8,869.72 
ONDS Ondas Inc.
+2.08%
+$1,440.62 
INTC Intel Corporation
+1.97%
+$16,002.44 
TXN Texas Instruments Inc.
+1.96%
+$4,688.82 
DELL Dell Technologies Inc. Class C Common Stock
+1.91%
+$4,395.69 
MPLX MPLX LP
+1.75%
+$5,319.3 
AMAT Applied Materials Inc.
+1.62%
+$2,586.89 
MLPA Global X MLP ETF
+1.59%
+$10,356.61 
SNOW Snowflake Inc. Common Stock
+1.59%
+$4,451.61 
ANET Arista Networks Inc.
+1.57%
+$3,147.29 
CSCO Cisco Systems, Inc.
+1.55%
+$7,691.12 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+1.53%
+$15,043.68 
TER Teradyne, Inc.
+1.47%
+$3,285.1 
STX Seagate Technology Holdings plc
+1.43%
+$2,380.21 
ORCL Oracle Corporation
+1.43%
+$3,970.22 
TWST Twist Bioscience Corporation
+1.32%
+$2,253.61 
TOI The Oncology Institute Inc.
+1.17%
+$1,014 
GNR State Street SPDR S&P Global Natural Resources ETF
+1.08%
+$12,116.1 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.97%
+$2,673.93 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.92%
+$3,213.95 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
+0.92%
+$55,905.08 
MTUM iShares MSCI USA Momentum Factor ETF
+0.9%
+$18,078.7 
PSX Phillips 66
+0.8%
+$3,461.75 
RLY State Street Multi-Asset Real Return ETF
+0.75%
+$6,556.48 
FRDM Freedom 100 Emerging Markets ETF
+0.72%
+$6,138.4 
NTSE WisdomTree Emerging Markets Efficient Core Fund
+0.72%
+$1,975.77 
XLK State Street Technology Select Sector SPDR ETF
+0.72%
+$1,592.96 
TEAM Atlassian Corporation Class A Common Stock
+0.71%
+$1,935.5 
COWG Pacer US Large Cap Cash Cows Growth Leaders ETF
+0.68%
+$1,658.8 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.68%
+$44,735.02 
VGT Vanguard Information Technology ETF
+0.67%
+$4,452.8 
SEMI Columbia Select Technology ETF
+0.65%
+$2,500.8 
EMR Emerson Electric Co.
+0.61%
+$1,332.84 
MSFT Microsoft Corporation Common Stock
+0.6%
+$25,738.36 
AVGO Broadcom Inc.
+0.55%
+$6,117.19 
XME SPDR S&P Metals & Mining ETF
+0.53%
+$5,197.9 
RSBT Return Stacked Bonds & Managed Futures ETF
+0.52%
+$9,002.3 
IBM International Business Machines Corporation
+0.46%
+$1,651.84 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.39%
+$23,708.16 
ATFV Alger 35 ETF
+0.38%
+$973 
TRTY Cambria Trinity ETF
+0.31%
+$14,865.62 
QQQ Invesco QQQ Trust, Series 1
+0.3%
+$33,220.31 
QQQM Invesco NASDAQ 100 ETF
+0.29%
+$892.08 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.28%
+$2,811.43 
IEMG iShares Core MSCI Emerging Markets ETF
+0.21%
+$3,021.12 
XMMO Invesco S&P MidCap Momentum ETF
+0.21%
+$480.76 
FYLD Cambria Foreign Shareholder Yield ETF
+0.2%
+$13,346.8 
AVEM Avantis Emerging Markets Equity ETF
+0.18%
+$3,837.28 
DE Deere & Company
+0.18%
+$661.2 
JGRO JPMorgan Active Growth ETF
+0.14%
+$2,828.28 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.14%
+$6,860.28 
UPAR UPAR Ultra Risk Parity ETF
+0.14%
+$257.97 
FTCA Franklin California Municipal Income ETF
+0.13%
+$480.59 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.13%
+$690.97 
DFCA Dimensional California Municipal Bond ETF
+0.1%
+$317.3 
GQRE FlexShares Global Quality Real Estate Index Fund
+0.09%
+$1,091.06 
ETN Eaton Corporation plc
+0.09%
+$230.68 
HTAB Hartford Schroders Tax-Aware Bond ETF
+0.06%
+$117.47 
PAAA PGIM AAA CLO ETF
+0.05%
+$158.5 
IBIT iShares Bitcoin Trust ETF
+0.04%
+$394.96 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$151.13 
BOXX Alpha Architect 1-3 Month Box ETF
+0.03%
+$630.2 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$727.92 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$311.1 
SHV iShares 0-1 Year Treasury Bond ETF
+0.02%
+$634.65 
STIP iShares 0-5 Year TIPS Bond ETF
+0.02%
+$416.74 
ALLW State Street Bridgewater All Weather ETF
+0.02%
+$314.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.02%
+$35.22 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$127.83 
GDMN WisdomTree Efficient Gold Plus Gold Miners Strategy Fund
0%
$0 
PULS PGIM Ultra Short Bond ETF
0%
$0 
RFFC ALPS Active Equity Opportunity ETF
0%
$0 
PDI Pimco Dynamic Income Fund
0%
$0 MFSB
MFSB
0%
$0 
BE Bloom Energy Corp. Class A Common Stock
-11.83%
-$20,074.83 
T AT&T Inc.
-5.7%
-$15,213.66 
OSCR Oscar Health, Inc. Class A Common Stock
-4.38%
-$10,606.9 
OXLC Oxford Lane Capital Corp
-3.5%
-$4,297.3 
TSCO Tractor Supply Company
-3.5%
-$8,744.35 
ECC Eagle Point Credit Company Inc.
-3.46%
-$1,552.3 
RSIT Return Stacked International Stocks & Managed Futures ETF
-2.97%
-$55,681.29 
LOW Lowe's Companies, Inc.
-2.86%
-$7,587.32 
PEP PepsiCo, Inc.
-2.84%
-$6,678.89 
GE General Electric Company
-2.52%
-$7,955 
KO The Coca-Cola Company
-2.16%
-$6,546.68 
CAT Caterpillar Inc.
-2.13%
-$9,453.87 
LLY Eli Lilly and Company
-2.1%
-$16,230.87 
PG The Procter & Gamble Company
-2.04%
-$30,347.56 
DX Dynex Capital Inc.
-1.95%
-$5,457.99 
CRM Salesforce, Inc.
-1.91%
-$5,934.8 
MRK Merck & Co., Inc.
-1.83%
-$3,861.95 
RING iShares MSCI Global Gold Miners ETF
-1.81%
-$3,430.45 
IDR Idaho Strategic Resources Inc.
-1.81%
-$3,721.32 
JNJ Johnson & Johnson
-1.8%
-$26,616.04 
MA Mastercard Inc. Class A Common Stock
-1.8%
-$5,848.2 
JOE The St. Joe Company
-1.74%
-$3,984.53 
MO Altria Group, Inc.
-1.56%
-$3,536.68 
RTX RTX Corporation
-1.56%
-$5,693.37 
ABNB Airbnb Inc. Class A Common Stock
-1.47%
-$4,235.86 
REGN Regeneron Pharmaceuticals, Inc.
-1.46%
-$3,576 
UNP Union Pacific Corp.
-1.44%
-$3,280.9 
VICR Vicor Corp.
-1.44%
-$4,347.99 
JPM JPMorgan Chase & Co.
-1.43%
-$20,074.29 
V Visa Inc. Class A
-1.34%
-$12,041.76 
NVO Novo Nordisk A/S Sponsored ADR
-1.34%
-$6,286.86 
VZ Verizon Communications Inc.
-1.34%
-$4,383.83 
FTCS First Trust Capital Strength ETF
-1.29%
-$18,656.76 
C Citigroup Inc.
-1.29%
-$4,850.6 
COST Costco Wholesale Corp
-1.29%
-$13,918.65 
SA Seabridge Gold Inc.
-1.27%
-$2,354.31 
WATT Energous Corporation
-1.25%
-$1,518 
BRSP BrightSpire Capital Inc.
-1.23%
-$467.87 
ITW Illinois Tool Works Inc.
-1.23%
-$2,830.44 
WPM Wheaton Precious Metals Corp.
-1.22%
-$3,279.72 
PFE Pfizer Inc.
-1.22%
-$5,291 
WMT Walmart Inc.
-1.16%
-$14,095.2 
COF Capital One Financial Corp.
-1.1%
-$2,983.73 
ELS Equity LifeStyle Properties, Inc.
-1.09%
-$22,730.42 
TSLA Tesla, Inc.
-1.06%
-$15,450.36 
MOAT VanEck Morningstar Wide Moat ETF
-1.02%
-$141,021.05 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-1.01%
-$58,992.48 
RDVY First Trust Rising Dividend Achievers ETF
-0.99%
-$12,674.76 
IBTA Ibotta Inc. Class A Common Stock
-0.99%
-$4,143.35 
ONEV State Street SPDR Russell 1000 Low Volatility Focus ETF
-0.98%
-$4,084.3 
MMM 3M Company
-0.97%
-$2,375.19 
SDY State Street SPDR S&P Dividend ETF
-0.97%
-$2,168.45 
SOFI SoFi Technologies, Inc.
-0.95%
-$2,163.7 
AEP American Electric Power Company, Inc.
-0.93%
-$2,698.3 
SMOT VanEck Morningstar SMID Moat ETF
-0.91%
-$2,864.89 
NTSI WisdomTree International Efficient Core Fund
-0.9%
-$23,934.85 
META Meta Platforms Inc Class A
-0.9%
-$13,601.25 
GRAB Grab Holdings Ltd. Class A
-0.88%
-$250 
FVD First Trust Value Line Dividend Index Fund
-0.86%
-$4,063.34 
NLY Annaly Capital Management, Inc.
-0.82%
-$3,525 
SBSW Sibanye Stillwater Ltd. ADR
-0.81%
-$807.98 
USG USCF Gold Strategy Plus Income Fund
-0.79%
-$3,492.28 
FNV Franco-Nevada Corporation
-0.78%
-$1,741.22 
NAC Nuveen California Quality Municipal Income Fund
-0.74%
-$862.5 
WFC Wells Fargo & Company
-0.73%
-$6,624.6 
ADP Automatic Data Processing Inc.
-0.72%
-$2,809.8 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.72%
-$9,060.63 
CEF Sprott Physical Gold and Silver Trust
-0.72%
-$2,201.36 
DGRO iShares Core Dividend Growth ETF
-0.69%
-$24,145.55 
GDE WisdomTree Efficient Gold Plus Equity Strategy Fund
-0.67%
-$36,414.56 
VIG Vanguard Dividend Appreciation ETF
-0.66%
-$2,115.54 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.64%
-$45,525.69 
GLDM SPDR Gold MiniShares Trust
-0.64%
-$4,157.52 
GLD SPDR Gold Shares
-0.62%
-$23,066.76 
IAU iShares Gold Trust
-0.61%
-$35,301.32 
COWZ Pacer US Cash Cows 100 ETF
-0.61%
-$69,035.8 
BAC Bank of America Corporation
-0.59%
-$3,475.86 
PM Philip Morris International Inc.
-0.59%
-$4,325.65 
SYLD Cambria Shareholder Yield ETF
-0.59%
-$49,231.44 
ATO Atmos Energy Corporation
-0.58%
-$1,423.09 
JEPI JPMorgan Equity Premium Income ETF
-0.56%
-$59,326.08 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.55%
-$1,734.48 
AVDE Avantis International Equity Fund Institutional Class
-0.55%
-$1,145.13 
IEFA iShares Core MSCI EAFE ETF
-0.55%
-$4,721.32 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.53%
-$25,923.36 
TXUE Thornburg International Equity ETF
-0.52%
-$25,350.05 
IUS Invesco RAFI Strategic US ETF
-0.52%
-$2,825.32 
DFAI Dimensional International Core Equity Market ETF
-0.52%
-$78,950.37 
NOW ServiceNow Inc.
-0.52%
-$1,716.39 
GCOW Pacer Global Cash Cows Dividend ETF
-0.52%
-$16,837.62 
IDEV iShares Core MSCI International Developed Markets ETF
-0.52%
-$1,212.1 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.5%
-$4,907.91 
BTGD STKd 100% Bitcoin & 100% Gold ETF
-0.49%
-$6,127.3 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.49%
-$17,644.77 
IWD iShares Russell 1000 Value ETF
-0.49%
-$1,677.04 
TTWO Take-Two Interactive Software, Inc.
-0.48%
-$1,308 
VTV Vanguard Morningstar Value ETF
-0.48%
-$15,641.64 
IDOG ALPS International Sector Dividend Dogs ETF
-0.48%
-$2,783.58 
SPOT Spotify Technology S.A.
-0.47%
-$1,675.83 
EDV Vanguard Extended Duration Treasury ETF
-0.47%
-$29,590.68 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$8,476.87 
CNC Centene Corp.
-0.45%
-$1,356.48 
GOOGL Alphabet Inc
-0.43%
-$8,058.15 
USMV iShares MSCI USA Min Vol Factor ETF
-0.43%
-$1,192.05 
EELV Invesco S&P Emerging Markets Low Volatility ETF
-0.43%
-$4,481.88 
IJH iShares Core S&P Mid-Cap ETF
-0.43%
-$1,592.16 
PRF Invesco RAFI US 1000 ETF
-0.43%
-$1,258.32 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.42%
-$1,257.2 
AMZN Amazon.com Inc
-0.42%
-$13,575.43 
DIS The Walt Disney Company
-0.41%
-$1,380.39 
AAPL Apple Inc.
-0.4%
-$80,656.11 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.4%
-$2,393.46 
VBR Vanguard Small-Cap Value ETF
-0.39%
-$3,554.14 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.39%
-$888.75 
AVGE Avantis All Equity Markets ETF
-0.38%
-$16,347 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.37%
-$5,950.55 
ROUS Hartford Multifactor US Equity ETF
-0.37%
-$24,888.26 
SCHF Schwab International Equity ETF
-0.35%
-$5,118.51 
RECS Columbia Research Enhanced Core ETF
-0.35%
-$10,906.08 
CGDV Capital Group Dividend Value ETF
-0.35%
-$41,492.58 
IDMO Invesco S&P International Developed Momentum ETF
-0.34%
-$2,073.8 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.34%
-$4,691.49 
IWM iShares Russell 2000 ETF
-0.34%
-$3,109.38 
EFV iShares MSCI EAFE Value ETF
-0.34%
-$4,330.77 
URNM Sprott Uranium Miners ETF
-0.34%
-$606.9 
DFAT Dimensional U.S. Targeted Value ETF
-0.33%
-$863.19 
GOOG Alphabet Inc
-0.33%
-$5,030.12 
VEA Vanguard FTSE Developed Markets ETF
-0.33%
-$7,434.9 
IVV iShares Core S&P 500 ETF
-0.31%
-$2,335.11 
PRFZ Invesco RAFI US 1500 Small-Mid ETF
-0.31%
-$938.68 
VT Vanguard Total World Stock ETF
-0.31%
-$2,312.97 
VOO Vanguard S&P 500 ETF
-0.31%
-$52,038.6 
SPY State Street SPDR S&P 500 ETF Trust
-0.3%
-$2,927.87 
ROAM Hartford Multifactor Emerging Markets ETF
-0.3%
-$3,230.7 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.29%
-$10,119.97 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.29%
-$1,371.87 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
-0.28%
-$8,460.55 
SCHD Schwab U.S. Dividend Equity ETF
-0.28%
-$9,185.4 
EYLD Cambria Emerging Shareholder Yield ETF
-0.28%
-$9,355.71 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,438.17 
IREN IREN Ltd.
-0.27%
-$361.2 
TLT iShares 20+ Year Treasury Bond ETF
-0.27%
-$18,963.56 
VTI Vanguard Total Stock Market ETF
-0.27%
-$4,645.95 
VXUS Vanguard Total International Stock ETF
-0.27%
-$775.72 
FMDE Fidelity Enhanced Mid Cap Core ETF
-0.27%
-$601.92 
JUSA JPMorgan U.S. Research Enhanced Large Cap ETF
-0.26%
-$6,387.28 
NTSX WisdomTree U.S. Efficient Core Fund
-0.26%
-$19,899.99 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.26%
-$632.62 
IJR iShares Core S&P Small-Cap ETF
-0.26%
-$923.71 
IWB iShares Russell 1000 ETF
-0.26%
-$1,209.84 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.25%
-$5,044.5 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
-0.25%
-$719.2 
SCHA Schwab U.S. Small-Cap ETF
-0.24%
-$1,686.48 
FNDE Schwab Fundamental Emerging Markets Equity ETF
-0.23%
-$9,834.11 
IXUS iShares Core MSCI Total International Stock ETF
-0.23%
-$1,708.98 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.22%
-$1,485.99 
TLH iShares 10-20 Year Treasury Bond ETF
-0.22%
-$4,158.21 
FTHI First Trust BuyWrite Income ETF
-0.21%
-$3,583.75 
LMND Lemonade Inc.
-0.21%
-$684 
NFLX Netflix Inc.
-0.21%
-$498.18 
IGEB iShares Investment Grade Systematic Bond ETF
-0.2%
-$2,304.18 
VWO Vanguard FTSE Emerging Markets ETF
-0.19%
-$1,109.57 
VUG Vanguard Morningstar Growth ETF
-0.18%
-$1,345.6 
HTRB Hartford Total Return Bond ETF
-0.17%
-$873.62 
NVDA NVIDIA Corporation
-0.17%
-$13,492.89 
SPHY SPDR Portfolio High Yield Bond ETF
-0.16%
-$799.89 
BND Vanguard Total Bond Market ETF
-0.15%
-$3,534.52 
IVW iShares S&P 500 Growth ETF
-0.15%
-$304.5 
CGGR Capital Group Growth ETF
-0.15%
-$3,197.25 
BUFR FT Vest Laddered Buffer ETF
-0.15%
-$634.04 
PATH UiPath, Inc. Class A Common Stock
-0.14%
-$391 
VXF Vanguard Extended Market ETF
-0.14%
-$1,107.92 
SYSB iShares Systematic Bond ETF
-0.13%
-$3,136.97 
BALT Innovator Defined Wealth Shield ETF
-0.13%
-$782.1 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.13%
-$10,776.54 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$1,399.32 
RPAR RPAR Risk Parity ETF
-0.12%
-$5,745.19 
FMF First Trust Managed Futures Strategy Fund
-0.12%
-$1,264.32 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.12%
-$5,216.48 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.11%
-$981.37 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
-0.1%
-$1,079.58 
PTRB PGIM Total Return Bond ETF
-0.1%
-$1,027.84 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$954.35 
BUFP PGIM Laddered S&P 500 Buffer 12 ETF
-0.09%
-$5,658.68 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.09%
-$5,884.51 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.09%
-$8,300.16 
ABBV AbbVie Inc.
-0.08%
-$258.53 
BA The Boeing Company
-0.08%
-$223.05 
IWF iShares Russell 1000 Growth ETF
-0.08%
-$461.49 
JPIE JPMorgan Income ETF
-0.07%
-$243.72 
SMTH ALPS Smith Core Plus Bond ETF
-0.06%
-$679.59 
TAIL Cambria Tail Risk ETF
-0.05%
-$187.84 
GEV GE Vernova Inc.
-0.04%
-$168.63 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.04%
-$417.34 
JPST JPMorgan Ultra-Short Income ETF
-0.04%
-$1,200.84 
IWY iShares Russell Top 200 Growth ETF
-0.04%
-$145.53 
LIN Linde plc
-0.04%
-$168.67 
VONG Vanguard Russell 1000 Growth ETF
-0.03%
-$179.52 
TIP iShares TIPS Bond ETF
-0.02%
-$1,169.3 
SCHP Schwab U.S. TIPS ETF
-0.02%
-$138.47 
MBB iShares MBS ETF
-0.02%
-$672.33 
RBIL F/m Ultrashort Treasury Inflation-Protected Security (TIPS) ETF
-0.01%
-$115 
ENDW Cambria Endowment Style ETF
-0.01%
-$317.27 Events
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Dividends
Dividend Analysis
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| Trades 4252 | Longs Won 2635/4252 61% | Profit Factor 3.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $218,472.97 |
| Average Win $69,736.09 | Best Trade (Oct 23) $6.57M | Sharpe Ratio -11.24 |
| Average Loss -$34,612.85 | Worst Trade (Mar 31) -$1.78M | Z-Score -8.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 5d | Expectancy $30,053.06 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,706 | 13,235 | 11,765 | 10,294 | 8,824 | 7,353 | 5,882 | 4,412 | 2,941 | 1,471 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 57,818 | $11.31M | $20.05M | - | $8.75M | 77.35% | -0.401% |
| ABBV AbbVie Inc. | 1,124 | $287,409.64 | $320,295.03 | - | $32,885.39 | 11.44% | -0.081% |
| ABNB Airbnb Inc. Class A Common Stock | 1,645 | $236,943.92 | $284,889.32 | - | $47,945.4 | 20.23% | -1.465% |
| ADP Automatic Data Processing Inc. | 1,260 | $344,276.96 | $385,194.6 | - | $40,917.64 | 11.89% | -0.724% |
| AEP American Electric Power Company, Inc. | 2,230 | $289,743.5 | $288,628.9 | - | -$1,114.6 | -0.38% | -0.926% |
| AGG iShares Core U.S. Aggregate Bond ETF | 11,661 | $1.17M | $1.12M | - | -$49,338.47 | -4.22% | -0.125% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 41,734 | $1.05M | $1.04M | - | -$1,932.95 | -0.18% | -0.04% |
| ALLW State Street Bridgewater All Weather ETF | 62,807 | $1.76M | $1.83M | - | $63,945.81 | 3.62% | +0.017% |
| AMAT Applied Materials Inc. | 426 | $288,528.96 | $162,583.96 | - | -$125,945 | -43.65% | +1.617% |
| AMD Advanced Micro Devices Inc. | 3,149 | $1.09M | $1.63M | - | $540,356.15 | 49.4% | +2.174% |
| AMT American Tower Corporation | 1,714 | $280,564.66 | $319,575.3 | - | $39,010.64 | 13.9% | +2.688% |
| AMZN Amazon.com Inc | 13,032 | $2.11M | $3.25M | - | $1.14M | 53.93% | -0.416% |
| ANET Arista Networks Inc. | 1,170 | $238,200.3 | $203,299.2 | - | -$34,901.1 | -14.65% | +1.572% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3,615 | $208,115.55 | $246,488.77 | - | $38,373.22 | 18.44% | -0.256% |
| ATFV Alger 35 ETF | 6,950 | $287,170.75 | $259,443.5 | - | -$27,727.25 | -9.66% | +0.376% |
| ATO Atmos Energy Corporation | 1,409 | $220,423.96 | $243,616.1 | - | $23,192.14 | 10.52% | -0.581% |
| AVDE Avantis International Equity Fund Institutional Class | 2,337 | $211,849.05 | $207,408.75 | - | -$4,440.3 | -2.1% | -0.549% |
| AVEM Avantis Emerging Markets Equity ETF | 23,983 | $2.26M | $2.1M | - | -$164,389.12 | -7.27% | +0.183% |
| AVGE Avantis All Equity Markets ETF | 43,592 | $3.12M | $4.28M | - | $1.16M | 37.26% | -0.38% |
| AVGO Broadcom Inc. | 3,427 | $987,836.69 | $1.11M | - | $126,023.98 | 12.76% | +0.552% |
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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 - $13.05M, Apple Inc - $6.61M, iShares Russell 1000 Growth ETF - $6.5M, Invesco QQQ Trust, Series 1 - $5.15M, 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 - $1.31M, 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 $45.35M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income ETF - $1.97M, Fidelity Total Bond ETF - $1.65M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $1.28M, Vanguard Intermediate-Term Treasury ETF - $1.19M, and iShares Core S&P 500 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.
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