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:
54.12%
Gain +0.52%
Monthly
0.54%
Yearly
6.7%
Drawdown
25.91%
$483.82M
Equity
Holdings
$483.82M
Investment
$405.06M
$120.82M
Profit +$1.43M
Realized
$42.06M
Unrealized
$78.76M
Dividends
$43.55M
Goals
Avg. 50% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.52%
Profit
$1.43M
Win %
72%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$877,967.32
Win %
72%
This Month
Compared to last month
Gain
-0.08%
Profit
-$375,039.21
Win %
72%
This Year
Compared to last year
Gain
-0.09%
Profit
-$411,373.79
Win %
73%
ONDS Ondas Holdings Inc.
+5.52%
+$3,879 
TER Teradyne, Inc.
+5.31%
+$13,970.82 
WDC Western Digital Corporation
+4.81%
+$8,763.08 
MU Micron Technology, Inc.
+4.57%
+$66,710.18 
INTC Intel Corporation
+3.8%
+$30,522.54 
AVGO Broadcom Inc.
+2.93%
+$34,329.43 
AMD Advanced Micro Devices, Inc.
+2.76%
+$34,213.65 
SNOW Snowflake Inc.
+2.76%
+$6,314.43 
FIX Comfort Systems USA, Inc.
+2.61%
+$5,673.2 
STX Seagate Technology Holdings plc
+2.58%
+$5,224.81 
SNAP Snap Inc.
+2.54%
+$1,942.58 
PATH Uipath Inc.
+2.53%
+$9,341.73 
GOOG Alphabet Inc
+2.41%
+$41,658.15 
SPOT Spotify Technology S.A.
+2.37%
+$6,656.58 
GOOGL Alphabet Inc
+2.3%
+$44,293.21 
IBIT iShares Bitcoin Trust
+2.05%
+$12,977.16 
AMZN Amazon.com Inc
+2.01%
+$65,524.48 
MSFT Microsoft Corp.
+2%
+$59,229.54 
BTGD Stacked Bitcoin & Gold ETF
+1.84%
+$13,763.36 
OSCR Oscar Health, Inc.
+1.63%
+$3,407.18 
ATFV Alger 35 ETF
+1.63%
+$3,659.4 
GEV GE Vernova Inc.
+1.62%
+$8,182.45 
TTWO Take-Two Interactive Software, Inc.
+1.59%
+$4,388.28 
TOI The Oncology Institute Inc.
+1.59%
+$1,088 
EPD Enterprise Products Partners L.P.
+1.57%
+$9,319.2 
PSX Phillips 66
+1.55%
+$4,211.52 
RTX RTX Corporation
+1.54%
+$4,873.07 
IBM International Business Machines Corporation
+1.52%
+$4,279.57 
CVX Chevron Corporation
+1.39%
+$33,530.67 
MTUM iShares MSCI USA Momentum Factor ETF
+1.2%
+$25,547.94 
IBTA Ibotta Inc.
+1.09%
+$2,948.37 
JTEK JPMorgan U.S. Tech Leaders ETF
+1.09%
+$4,099.17 
XLE Energy Select Sector SPDR Fund
+0.99%
+$13,641.81 
SBSW Sibanye Stillwater Ltd - ADR
+0.94%
+$848.48 
META Meta Platforms Inc Class A
+0.88%
+$12,055.78 
OXLC Oxford Lane Capital Corp
+0.85%
+$1,297.28 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.85%
+$3,563.24 
ETN Eaton Corporation plc
+0.85%
+$2,233.91 
IEMG iShares Core MSCI Emerging Markets ETF
+0.84%
+$2,752.1 
QQQ Invesco QQQ Trust, Series 1
+0.81%
+$93,232.8 
JGRO JPMorgan Active Growth ETF
+0.81%
+$24,483.75 
XLK State Street Technology Select Sector SPDR ETF
+0.81%
+$1,725.3 
VGT Vanguard Information Technology ETF
+0.74%
+$4,510.8 
QQQM Invesco NASDAQ 100 ETF
+0.73%
+$3,072.16 
VICR Vicor Corporation
+0.72%
+$1,650.15 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.72%
+$6,109.32 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.71%
+$29,801.03 
CRWD CrowdStrike Holdings, Inc.
+0.71%
+$4,121.32 
MLPA Global X MLP ETF
+0.7%
+$5,139.03 
V Visa Inc. Class A
+0.7%
+$5,170.84 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.7%
+$3,999.24 
IWF iShares Russell 1000 Growth ETF
+0.69%
+$4,049.57 
CGGR Capital Group Growth ETF
+0.67%
+$13,672.54 
VONG Vanguard Russell 1000 Growth Fund
+0.67%
+$3,676.88 
MMM 3M Company
+0.66%
+$1,316.51 
IWY iShares Russell Top 200 Growth ETF
+0.66%
+$2,459.39 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.66%
+$1,537.48 
KMLM KraneShares Mount Lucas Managed Futures Index Strategy ETF
+0.64%
+$5,704.85 
AVEM Avantis Emerging Markets Equity ETF
+0.63%
+$1,285.94 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.63%
+$35,480.17 
NOW ServiceNow, Inc.
+0.61%
+$1,597.05 
NVDA NVIDIA Corporation
+0.6%
+$49,583.24 
SEMI Columbia Select Technology ETF
+0.6%
+$3,482.38 
CTA Simplify Managed Futures Strategy ETF
+0.52%
+$5,801.32 
VUG Vanguard Growth ETF
+0.52%
+$3,699.96 
RSBT RTRN Stock Bonds & Managed Futures Fund
+0.47%
+$8,173.89 
EELV Invesco S&P Emerging Markets Low Volatility ETF
+0.44%
+$10,453.75 
USG USCF Gold Strategy Plus Income Fund
+0.42%
+$1,902.09 
MA Mastercard Incorporated
+0.4%
+$1,088.44 
MLPX Global X MLP & Energy Infrastructure ETF
+0.39%
+$5,758.69 
CEF Sprott Physical Gold and Silver Trust
+0.37%
+$1,231.05 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.35%
+$21,919.4 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.34%
+$20,342.38 
FLBL Franklin Senior Loan ETF
+0.3%
+$855.12 
AMAT Applied Materials, Inc.
+0.3%
+$526.06 
LHX L3Harris Technologies, Inc.
+0.29%
+$674.79 
FRDM Freedom 100 Emerging Markets ETF
+0.29%
+$2,471.14 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.28%
+$586.26 
MAA Mid-America Apartment Communities, Inc.
+0.28%
+$529.25 
GCC WisdomTree Enhanced Commodity Strategy Fund
+0.27%
+$745.87 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.26%
+$4,939.2 
IWB iShares Russell 1000 ETF
+0.25%
+$1,570.8 
ENFR Alerian Energy Infrastructure ETF
+0.25%
+$1,048.2 
ESGU iShares ESG Aware MSCI USA ETF
+0.24%
+$700.8 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.24%
+$4,870.98 
IVV iShares Core S&P 500 ETF
+0.24%
+$2,060.31 
FMDE Fidelity Enhanced Mid Cap ETF
+0.23%
+$1,011.56 
T AT&T Inc.
+0.23%
+$498.95 
SPY SPDR S&P 500 ETF Trust
+0.23%
+$2,195.79 
C Citigroup Inc.
+0.22%
+$617.6 
FMF First Trust Managed Futures Strategy Fund
+0.22%
+$2,211.11 
SCHA Schwab U.S. Small-Cap ETF
+0.22%
+$1,531.42 
URNM Sprott Uranium Miners ETF
+0.22%
+$461.16 
VOO Vanguard S&P 500 ETF
+0.21%
+$22,488.69 
MOAT VanEck Morningstar Wide Moat Fund
+0.21%
+$27,542.47 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.2%
+$447.45 
ET Energy Transfer L.P.
+0.2%
+$1,044.04 
USMV iShares MSCI USA Min Vol Factor ETF
+0.18%
+$627.55 
IMCG iShares Morningstar Mid-Cap Growth ETF
+0.18%
+$939.08 
XMMO Invesco S&P MidCap Momentum ETF
+0.17%
+$472.18 
BUFR FT Vestladder Buffer ETF-USD I
+0.16%
+$762.06 
FNV Franco-Nevada Corporation
+0.16%
+$336.6 
CNC Centene Corporation
+0.14%
+$322.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.12%
+$729.79 
VT Vanguard Total World Stock ETF
+0.12%
+$910.44 
ROUS Hartford Multifactor US Equity ETF
+0.11%
+$9,189.75 
CGDV Capital Group Dividend Value ETF
+0.11%
+$13,738.07 
EMCB WisdomTree Emerging Markets Corporate Bond Fund
+0.11%
+$281.02 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$1,623.36 
VO Vanguard Mid-Cap ETF
+0.08%
+$1,239.42 
MPLX MPLX LP
+0.07%
+$207.68 
BUFP PGIM Laddered Fund of Bond 12 ETF
+0.07%
+$4,094.26 
GDE WisdomTree Efficient Gold Plus
+0.07%
+$3,487.4 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.06%
+$3,330.64 
AVGE FRCL 3 2022Q3 Hb Float
+0.06%
+$2,622.96 
FYLD Cambria Foreign Shareholder Yield ETF
+0.05%
+$3,377.54 
IUS Invesco RAFI Strategic US Exchange-Traded Fund
+0.05%
+$258.89 
TRTY Cambria Trinity ETF
+0.05%
+$2,240.05 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$422.23 
VEU Vanguard FTSE All-World ex-US ETF
+0.03%
+$886.12 
DFCA Dimensional California Municipal Bond ETF
+0.02%
+$63.01 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$504.35 
NTSX WisdomTree U.S. Efficient Core Fund
+0.02%
+$1,176.73 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$74.01 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.01%
+$40.47 
IXUS iShares Core International Stock ETF
+0.01%
+$81.05 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$124.31 
PAAA PGIM AAA CLO ETF
+0.01%
+$31.7 
PULS PGIM Ultra Short Bond ETF
+0.01%
+$483.46 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$160.54 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$70.75 
SHV iShares Short Treasury Bond ETF
+0.01%
+$125.71 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MFSB
0%
$0 
RBIL U.S. Treasury Ultra Short TIPs Fund
0%
$0 
RFFC ALPS Active Equity Opportunity ETF
0%
$0 
OUST Ouster, Inc.
-4.67%
-$6,615.15 
IDR Idaho Strategic Resources, Inc.
-2.96%
-$8,686.44 
AAPL Apple Inc.
-2.84%
-$592,934.58 
GE General Electric Company
-2.2%
-$8,340.47 
TSLA Tesla, Inc.
-2.07%
-$30,889.35 
BA Boeing Company
-2.03%
-$8,021.4 
DELL Dell Technologies Inc.
-2%
-$3,700.04 
PEP PepsiCo, Inc.
-1.94%
-$6,580.82 
NFLX Netflix, Inc.
-1.75%
-$4,159.66 
LOW Lowe's Companies Inc.
-1.72%
-$4,702.27 
DE Deere & Company
-1.72%
-$5,971.32 
HD The Home Depot, Inc.
-1.61%
-$4,381.8 
XYL Xylem Inc.
-1.56%
-$3,567.88 
CAT Caterpillar Inc.
-1.43%
-$6,728.42 
ED Consolidated Edison, Inc.
-1.42%
-$3,259.2 
WMT Walmart Inc.
-1.42%
-$15,512.25 
GDMN WisdomTree Efficient Gold Plus Miners Fund
-1.27%
-$20,054.37 
DX Dynex Capital Inc.
-1.24%
-$2,846.25 
EDV Vanguard Extended Duration Treasury ETF
-1.17%
-$58,751.82 
UNH UnitedHealth Group Incorporated
-1.15%
-$3,395.7 
KLAC KLA Corporation
-1.11%
-$1,635.3 
ELS Equity Lifestyle Properties Inc.
-1.02%
-$22,807.47 
LMND Lemonade Inc.
-0.97%
-$4,399.2 
AEP American Electric Power Company, Inc.
-0.96%
-$2,562.75 
DIS The Walt Disney Company
-0.96%
-$1,982.46 
NLY Annaly Capital Management, Inc.
-0.93%
-$4,644.43 
XME SPDR S&P Metals & Mining ETF
-0.91%
-$8,773.68 
LLY Eli Lilly and Company
-0.91%
-$5,614.65 
TCBK Trico Bancshares
-0.88%
-$2,074.2 
JNJ Johnson & Johnson
-0.86%
-$11,799.68 
WFC Wells Fargo & Company
-0.84%
-$7,441.14 
AON Aon plc
-0.82%
-$1,947.69 
TLT iShares 20+ Year Treasury Bond ETF
-0.78%
-$59,466.79 
BAC Bank of America Corporation
-0.77%
-$4,982.94 
TSCO Tractor Supply Company
-0.75%
-$1,615.52 
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
-0.72%
-$57,606.92 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.72%
-$4,786.87 
PG Procter & Gamble Co
-0.71%
-$8,620.99 
SCHQ Schwab Long-Term U.S. Treasury ETF
-0.7%
-$21,163.31 
REIT ALPS Active REIT ETF
-0.67%
-$1,855.14 
TAIL Cambria Tail Risk ETF
-0.66%
-$2,607.64 
TLH iShares 10-20 Year Treasury Bond ETF
-0.64%
-$12,192.39 
DHF BNY Mellon High Yield Strategies Fund
-0.62%
-$257.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.55%
-$3,254.07 
PFE Pfizer Inc.
-0.5%
-$1,202.87 
XSVM Invesco S&P SmallCap Value with Momentum ETF
-0.48%
-$17,905.9 
DFAT Dimensional US Targeted Value ETF
-0.47%
-$1,234.2 
PM Philip Morris International Inc.
-0.47%
-$3,121.2 
COST Costco Wholesale Corporation
-0.46%
-$5,005.28 
UPAR Ultra Risk Parity ETF
-0.43%
-$760.86 
DFSV Dimensional US Small Cap Value ETF
-0.42%
-$22,419.21 
FVD First Trust Value Line Dividend Index Fund
-0.41%
-$2,102.28 
ECC Eagle Point Credit Company Inc.
-0.41%
-$242.29 
WPM Wheaton Precious Metals Corp.
-0.4%
-$985.32 
ROAM Hartford Multifactor Emerging Markets ETF
-0.4%
-$5,977.66 
VZ Verizon Communications Inc.
-0.39%
-$1,275.85 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.39%
-$1,276.15 
AVDE Avantis International Equity ETF
-0.39%
-$806.26 
GQRE FlexShares Global Quality Real Estate Index Fund
-0.38%
-$4,936.66 
NTSI WisdomTree International Efficient Core Fund
-0.38%
-$9,224.33 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$4,829.74 
DFAI Dimensional International Core Equity Market ETF
-0.37%
-$51,884.24 
GNR SPDR S&P Global Natural Resources ETF
-0.37%
-$4,027.4 
IDMO Invesco S&P International Developed Momentum ETF
-0.36%
-$1,374.49 
EFG iShares MSCI EAFE Growth ETF
-0.36%
-$1,545.56 
ADP Automatic Data Processing Inc.
-0.36%
-$1,087.93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.36%
-$3,587.5 
VIG Vanguard Dividend Appreciation ETF
-0.35%
-$1,095.52 
DGRO iShares Core Dividend Growth ETF
-0.35%
-$12,332.25 
IEFA iShares Core MSCI EAFE ETF
-0.34%
-$3,049.86 
SCHD Schwab U.S. Dividend Equity ETF
-0.33%
-$9,764.48 
ABNB Airbnb, Inc.
-0.33%
-$747.36 
ONEV SPDR Russell 1000 Low Volatility Focus ETF
-0.33%
-$1,430.88 
FTCS First Trust Capital Strength ETF
-0.32%
-$4,796.01 
JPM JPMorgan Chase & Co.
-0.32%
-$4,176.4 
SDY SPDR S&P Dividend ETF
-0.32%
-$685.51 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.31%
-$2,864.25 
JOE The St. Joe Company
-0.31%
-$606.99 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.3%
-$9,384.37 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.3%
-$1,277.22 
FBND Fidelity Total Bond ETF
-0.3%
-$594.4 
HTRB Hartford Total Return Bond ETF
-0.3%
-$1,241.7 
RLY SPDR SSGA Multi-Asset Real Return ETF
-0.29%
-$2,472.86 
CRS Carpenter Technology Corporation
-0.28%
-$548.56 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.28%
-$5,053.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.28%
-$2,746.97 
IGEB iShares Investment Grade Corporate Bond ETF
-0.28%
-$5,635.87 
SMTH ALPS Smith Core Plus Bond ETF
-0.27%
-$5,613.72 
SYSB iShares Systematic Bond ETF
-0.27%
-$2,720.88 
ABBV AbbVie Inc.
-0.27%
-$618.13 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.26%
-$16,850.83 
IUSB iShares Core Universal USD Bond ETF
-0.26%
-$756.96 
RPAR Rpar Risk Parity ETF
-0.26%
-$11,991.06 
MBB iShares MBS ETF
-0.26%
-$9,472.32 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.25%
-$4,859.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.24%
-$5,781.53 
IDOG Alps International Sector Dividend Dogs ETF
-0.24%
-$2,563 
GCOW Pacer Global Cash Cows Dividend ETF
-0.23%
-$7,626.26 
SYLD Cambria Shareholder Yield ETF
-0.23%
-$18,960.48 
TIP iShares TIPS Bond ETF
-0.23%
-$11,088.45 
MDY SPDR S&P MidCap 400 ETF Trust
-0.22%
-$692.16 
EYLD Cambria Emerging Shareholder Yield Fund
-0.22%
-$7,298.9 
RODM Hartford Multifactor Developed Markets (ex-US) ETF
-0.21%
-$2,208.98 
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$976.35 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.2%
-$4,446.64 
FTCA Franklin California Municipal Income ETF
-0.2%
-$627.25 
HTAB Hartford Schroders Tax-Aware Bond ETF
-0.18%
-$407.08 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.18%
-$550.9 
IWD iShares Russell 1000 Value ETF
-0.17%
-$565.67 
SMOT VanEck Morningstar SMID Moat ETF
-0.17%
-$525.88 
LIN Linde plc
-0.17%
-$1,050.96 
IJR iShares Core S&P Small-Cap ETF
-0.14%
-$531.26 
CSCO Cisco Systems, Inc.
-0.14%
-$710.4 
RECS Columbia Research Enhanced Core ETF
-0.14%
-$5,668.92 
AVUV Avantis U.S. Small Cap Value ETF
-0.13%
-$294.88 
QUAL iShares MSCI USA Quality Factor ETF
-0.12%
-$730.87 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$6,151.98 
IAU iShares Gold Trust
-0.1%
-$5,823.79 
GLDM SPDR Gold MiniShares Trust
-0.1%
-$606.48 
GLD SPDR Gold Shares
-0.1%
-$3,613.78 
IWM iShares Russell 2000 ETF
-0.09%
-$902.88 
VTV Vanguard Value ETF
-0.09%
-$2,837 
TXUE Thornburg International Equity ETF
-0.09%
-$4,376.75 
RSSB Return Stacked Global Stocks & Bonds ETF
-0.08%
-$4,015.85 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.08%
-$198.82 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$832.08 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.06%
-$1,043.12 
ENDW Cambria Endowment Style ETF
-0.05%
-$3,122.53 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.05%
-$2,750.25 
KO The Coca-Cola Company
-0.05%
-$104.36 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$1,091.3 
JEPI JPMorgan Equity Premium Income Fund
-0.04%
-$6,009.82 
NAC Nuveen California Quality Municipal Income Fund
-0.04%
-$57.5 
COWZ Pacer US Cash Cows 100 ETF
-0.04%
-$4,581.62 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.03%
-$1,751.7 
SOFI SoFi Technologies, Inc.
-0.03%
-$77.14 
PRF Invesco FTSE RAFI US 1000 ETF
-0.01%
-$26.18 
IWR iShares Russell Mid-Cap ETF
-0.01%
-$39.95 
PCG PG&E Corporation
0%
-$4.1 Events
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Dividends
Dividend Analysis
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| Trades 3968 | Longs Won 2397/3968 60% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $224,796.07 |
| Average Win $72,251.56 | Best Trade (Jul 19) $6.84M | Sharpe Ratio -9.34 |
| Average Loss -$33,333.61 | Worst Trade (Mar 31) -$1.78M | Z-Score -9.08 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 3d | Expectancy $30,448.57 |
| 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 | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
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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 - $13.1M, iShares Russell 1000 Growth ETF - $6.52M, Apple Inc - $5.84M, Invesco QQQ Trust, Series 1 - $4.9M, and Vanguard S&P 500 ETF - $2.37M. 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 $43.55M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $1.84M, Fidelity Total Bond ETF - $1.63M, iShares Core S&P 500 ETF - $1.26M, PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund - $1.21M, 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.
