Taryn Anderson Portfolio
Invests via YANKCOM Partnership | Managed by YANKCOM Partnership, FCI Advisors
Invests via YANKCOM Partnership
Managed by YANKCOM Partnership, FCI Advisors
Automatically Tracked
Taryn Anderson Profile
Veteran operator and investor focused on growth-stage technology and consumer companies. Taryn Anderson combines operating leadership, go-to-market strategy and capital-allocation experience to support scaling businesses and portfolio value creation. Prior roles span startup operating leadership, corporate strategy and early-stage venture investing; frequently engaged as board director, advisor and deal lead.
Veteran operator and investor focused on growth-stage technology and consumer companies. Taryn Anderson combines operating leadership, go-to-market strategy and capital-allocation experience to support scaling businesses and portfolio value creation. Prior roles span startup operating leadership, corporate strategy and early-stage venture investing; frequently engaged as board director, advisor and deal lead.
Investment Philosophy & Strategy
Operator-led, growth-stage investor prioritizing technology and consumer businesses with scalable go-to-market models. Focuses on capital-efficient scaling, follow-on reserve discipline, and metrics-driven underwriting that emphasize unit economics, customer acquisition payback and retention. Deploys active board and advisor engagement to accelerate commercialization, optimize GTM and prepare for later rounds or exits. Time horizon is growth-oriented with a pragmatic risk posture favoring proven PMF and repeatable revenue expansion.
Operator-led, growth-stage investor prioritizing technology and consumer businesses with scalable go-to-market models. Focuses on capital-efficient scaling, follow-on reserve discipline, and metrics-driven underwriting that emphasize unit economics, customer acquisition payback and retention. Deploys active board and advisor engagement to accelerate commercialization, optimize GTM and prepare for later rounds or exits. Time horizon is growth-oriented with a pragmatic risk posture favoring proven PMF and repeatable revenue expansion.
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:
30.81%
Gain +0.67%
Monthly
1.24%
Yearly
15.91%
Drawdown
16.68%
$291.53M
Equity
Holdings
$291.53M
Investment
$238.18M
$56.87M
Profit +$1.57M
Realized
$3.52M
Unrealized
$53.34M
Dividends
$7.07M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.67%
Profit
$1.57M
Win %
70%
This Week
Compared To Last Week
Gain
0.54%
Profit
$1.57M
Win %
70%
This Month
Compared to last month
Gain
1.3%
Profit
$3.74M
Win %
70%
This Year
Compared to last year
Gain
1.12%
Profit
$3.32M
Win %
65%
NOK Nokia Corporation Sponsored ADR
+7.25%
+$568.76 
ARM Arm Holdings plc ADR
+7.18%
+$15,321.54 
BE Bloom Energy Corp. Class A Common Stock
+7.12%
+$247.86 
BAH Booz Allen Hamilton Holding Corporation Class A Common Stock
+6.84%
+$1,768.8 
TSLA Tesla, Inc.
+6.08%
+$118,633.6 
GEV GE Vernova Inc.
+5.42%
+$11,473.8 
INTC Intel Corporation
+5.29%
+$11,274.6 
DDOG Datadog Inc. Class A
+4.72%
+$9,198.29 
ADI Analog Devices, Inc.
+4.71%
+$958.88 
TXN Texas Instruments Inc.
+4.68%
+$426.56 
LMT Lockheed Martin Corporation
+4.19%
+$65,173.28 
LRCX Lam Research Corp.
+4.16%
+$19,541.92 
AMAT Applied Materials Inc.
+3.72%
+$8,734.47 
CSCO Cisco Systems, Inc.
+3.64%
+$81,728.32 
ANET Arista Networks Inc.
+3.58%
+$98.72 
RKLB Rocket Lab Corporation
+3.56%
+$1,967.24 
GLW Corning Incorporated
+3.48%
+$17,826.16 
MRVL Marvell Technology Inc.
+3.48%
+$8,008.57 
PWR Quanta Services, Inc.
+3.35%
+$5,794.76 
SMH VanEck Semiconductor ETF
+3.32%
+$630 
MPWR Monolithic Power Systems Inc.
+3.05%
+$3,759.48 
TEL TE Connectivity plc
+2.97%
+$23,557.05 
PANW Palo Alto Networks, Inc.
+2.96%
+$13,986.08 
MS Morgan Stanley Common Stock
+2.93%
+$31,197 
BAI iShares A.I. Innovation and Tech Active ETF
+2.93%
+$892.3 
AVGO Broadcom Inc.
+2.83%
+$80,824.01 
RTX RTX Corporation
+2.73%
+$24,617.28 
TT Trane Technologies plc
+2.7%
+$144 
NVDA NVIDIA Corporation
+2.67%
+$180,860.64 
CRL Charles River Laboratories International, Inc.
+2.56%
+$759.38 
JCI Johnson Controls International plc
+2.5%
+$262.43 
PH Parker-Hannifin Corporation
+2.48%
+$87.44 
GS The Goldman Sachs Group, Inc.
+2.41%
+$591.36 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.4%
+$2,445.79 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.36%
+$26,225 
URI United Rentals Inc.
+2.29%
+$4,306.64 
ETN Eaton Corporation plc
+2.23%
+$24,341.31 
CW Curtiss-Wright Corporation
+2.23%
+$507.64 
NOC Northrop Grumman Corporation
+2.22%
+$12,932.4 
MTUM iShares MSCI USA Momentum Factor ETF
+2.14%
+$613.8 
ITA iShares U.S. Aerospace & Defense ETF
+2.07%
+$10,881 
PSX Phillips 66
+2.07%
+$432.9 
QCOM QUALCOMM Incorporated
+2.03%
+$23,215.28 
PKG Packaging Corporation of America
+2.01%
+$5,108.81 
IDEF iShares Defense Industrials Active ETF
+1.97%
+$436.28 
APH Amphenol Corp. Class A Common Stock
+1.88%
+$4,310.4 
IR Ingersoll Rand Inc.
+1.86%
+$126.04 
TDG TransDigm Group Inc.
+1.8%
+$39.7 
VGT Vanguard Information Technology ETF
+1.75%
+$1,053.36 
IDXX IDEXX Laboratories, Inc.
+1.73%
+$2,910 
ING ING Groep N.V. Sponsored ADR
+1.7%
+$172.26 
GH Guardant Health, Inc.
+1.69%
+$8.55 
NVS Novartis AG Sponsored ADR
+1.59%
+$19,964.44 
SBUX Starbucks Corp.
+1.59%
+$17,980.8 
HAL Halliburton Company
+1.57%
+$75.9 
ASML ASML Holding N.V. NY Registered Shares
+1.54%
+$4,098.24 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.45%
+$10,128.9 
MSFT Microsoft Corporation Common Stock
+1.39%
+$128,214.42 
BLK BlackRock, Inc.
+1.33%
+$1,292.82 
LECO Lincoln Electric Holdings, Inc.
+1.31%
+$2,160.47 
QQQ Invesco QQQ Trust, Series 1
+1.29%
+$5,645.27 
PAVE Global X U.S. Infrastructure Development ETF
+1.26%
+$243.1 
IWY iShares Russell Top 200 Growth ETF
+1.25%
+$161,321.6 
IWF iShares Russell 1000 Growth ETF
+1.24%
+$9,550.44 
VONG Vanguard Russell 1000 Growth ETF
+1.21%
+$281.61 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+1.19%
+$40.74 
IVW iShares S&P 500 Growth ETF
+1.19%
+$583.2 
TTE TotalEnergies SE
+1.18%
+$173.01 
IUSG iShares Core S&P U.S. Growth ETF
+1.17%
+$76.47 
FDX FedEx Corp.
+1.17%
+$12,138.24 
UNP Union Pacific Corp.
+1.13%
+$28,105.21 
GILD Gilead Sciences Inc.
+1.1%
+$463.05 
DSI iShares ESG MSCI KLD 400 ETF
+1.06%
+$4,948.64 
FTI TechnipFMC plc
+1.06%
+$1,374.18 
TMO Thermo Fisher Scientific Inc.
+1.04%
+$9,891.19 
VUG Vanguard Morningstar Growth ETF
+1.03%
+$2,127.99 
IMCG iShares Morningstar Mid-Cap Growth ETF
+1.02%
+$286.5 
TFC Truist Financial Corporation
+0.99%
+$7,735.68 
BLCR iShares Large Cap Core Active ETF
+0.95%
+$223.05 
ORLY O'Reilly Automotive Inc.
+0.95%
+$16.25 
ALL The Allstate Corporation
+0.95%
+$13,162.57 
JPM JPMorgan Chase & Co.
+0.95%
+$44,701.79 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.95%
+$46.2 
ACVF American Conservative Values ETF
+0.94%
+$963.98 
THRO iShares U.S. Thematic Rotation Active ETF
+0.91%
+$155.63 
PM Philip Morris International Inc.
+0.9%
+$13,076.58 
FTV Fortive Corporation
+0.9%
+$3,623.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.89%
+$451.94 
CMI Cummins Inc.
+0.87%
+$5,183.2 
CAT Caterpillar Inc.
+0.85%
+$11,423.04 
CSX CSX Corporation
+0.84%
+$485.35 
NLR VanEck Uranium and Nuclear ETF
+0.78%
+$71.4 
IJH iShares Core S&P Mid-Cap ETF
+0.75%
+$112,305.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.75%
+$4,339.97 
CTAS Cintas Corporation
+0.74%
+$1,950.49 
NUE Nucor Corporation
+0.73%
+$103.95 
IVV iShares Core S&P 500 ETF
+0.73%
+$21,163.74 
SPY State Street SPDR S&P 500 ETF Trust
+0.72%
+$23,782.13 
VTI Vanguard Total Stock Market ETF
+0.72%
+$7,676.07 
VOO Vanguard S&P 500 ETF
+0.72%
+$146,251.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.71%
+$155.48 
AMGN Amgen Inc. Common Stock
+0.71%
+$4,057.89 
AVY Avery Dennison Corporation
+0.7%
+$88.55 
AVDV Avantis International Small Cap Value ETF
+0.7%
+$59.86 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$22,248.75 
JNJ Johnson & Johnson
+0.69%
+$10,785.79 
SYY Sysco Corp.
+0.68%
+$490.05 
HEFA iShares Currency Hedged MSCI EAFE ETF
+0.66%
+$304.69 
RF Regions Financial Corp.
+0.65%
+$123.44 
SNA Snap-on Incorporated
+0.64%
+$3,519.75 
DHR Danaher Corp.
+0.62%
+$2,716.45 
PNC The PNC Financial Services Group, Inc.
+0.62%
+$4,296.46 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.61%
+$979.2 
ESGV Vanguard ESG U.S. Stock ETF
+0.6%
+$370.98 
EMR Emerson Electric Co.
+0.6%
+$267.31 
IWB iShares Russell 1000 ETF
+0.59%
+$39.04 
COP ConocoPhillips
+0.58%
+$5,984.12 
SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF
+0.58%
+$13.64 
CB Chubb Limited
+0.57%
+$5,370.39 
ORCL Oracle Corporation
+0.57%
+$73.44 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.57%
+$358.8 
IJR iShares Core S&P Small-Cap ETF
+0.56%
+$22,624.68 
PRU Prudential Financial, Inc.
+0.55%
+$2,243.43 
MCD McDonald's Corporation
+0.54%
+$9,783.27 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.53%
+$25.52 
C Citigroup Inc.
+0.53%
+$19,280.64 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.52%
+$880.06 
IWM iShares Russell 2000 ETF
+0.52%
+$1,728.87 
VTWO Vanguard Russell 2000 ETF
+0.52%
+$51.17 
VYM Vanguard High Dividend Yield ETF
+0.51%
+$42.08 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.51%
+$2,184 
CARR Carrier Global Corp.
+0.5%
+$74.2 
XLE State Street Energy Select Sector SPDR ETF
+0.5%
+$1,598.04 
SCHV Schwab U.S. Large-Cap Value ETF
+0.49%
+$110,017.88 
VIG Vanguard Dividend Appreciation ETF
+0.49%
+$254.66 
AVDE Avantis International Equity Fund Institutional Class
+0.48%
+$96.9 
VGK Vanguard FTSE Europe ETF
+0.47%
+$146.37 
ABT Abbott Laboratories
+0.47%
+$5,518.38 
IWR iShares Russell Mid-Cap ETF
+0.47%
+$94.25 
DFIS DFA International Small Company I
+0.47%
+$20.54 
BX Blackstone Inc.
+0.46%
+$4,200.31 
FDVV Fidelity High Dividend ETF
+0.46%
+$702.81 
VEA Vanguard FTSE Developed Markets ETF
+0.46%
+$108,587.03 
CME CME Group Inc. Class A Common Stock
+0.46%
+$16.68 
WM Waste Management Inc.
+0.45%
+$129.6 
VB Vanguard Small-Cap ETF
+0.45%
+$143.36 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.44%
+$18,666.86 
USB U.S. Bancorp
+0.44%
+$113.88 
RIO Rio Tinto plc ADR
+0.43%
+$28.08 
VTV Vanguard Morningstar Value ETF
+0.43%
+$52.8 
AMP Ameriprise Financial Inc.
+0.42%
+$9,459.9 
DLR Digital Realty Trust Inc.
+0.42%
+$5,531.76 
IEFA iShares Core MSCI EAFE ETF
+0.39%
+$12,842.25 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.39%
+$3,198 
IDEV iShares Core MSCI International Developed Markets ETF
+0.39%
+$105.92 
EFA iShares MSCI EAFE ETF
+0.39%
+$227.52 
PGR The Progressive Corporation
+0.38%
+$684.69 
EFV iShares MSCI EAFE Value ETF
+0.38%
+$175.5 
AFL Aflac Incorporated
+0.37%
+$821.7 
STLA Stellantis N.V.
+0.37%
+$16.02 
JEPI JPMorgan Equity Premium Income ETF
+0.36%
+$182.66 
RSG Republic Services Inc.
+0.35%
+$8.4 
MXI iShares Global Materials ETF
+0.34%
+$579.99 
MNST Monster Beverage Corporation
+0.33%
+$734.7 
DGRO iShares Core Dividend Growth ETF
+0.31%
+$16 
WMB The Williams Companies, Inc.
+0.31%
+$5,758.28 
VSGX Vanguard ESG International Stock ETF
+0.31%
+$295.92 
QUAL iShares MSCI USA Quality Factor ETF
+0.3%
+$4,175.82 
WFC Wells Fargo & Company
+0.3%
+$25.75 
VNQ Vanguard Real Estate ETF
+0.3%
+$8,536.36 
RSP Invesco S&P 500 Equal Weight ETF
+0.29%
+$4,851.08 
USMV iShares MSCI USA Min Vol Factor ETF
+0.28%
+$156.89 
TRV The Travelers Companies, Inc.
+0.28%
+$134.31 
TLH iShares 10-20 Year Treasury Bond ETF
+0.28%
+$254.4 
IAU iShares Gold Trust
+0.27%
+$54.73 
FITB Fifth Third Bancorp
+0.26%
+$2,658.74 
VXUS Vanguard Total International Stock ETF
+0.25%
+$139.81 
EFG iShares MSCI EAFE Growth ETF
+0.25%
+$87.29 
HAS Hasbro Inc.
+0.23%
+$1,491.33 
SPYV State Street SPDR Portfolio S&P 500 Value ETF
+0.23%
+$10.87 
IUSV iShares Core S&P U.S. Value ETF
+0.23%
+$10.66 
VONV Vanguard Russell 1000 Value ETF
+0.23%
+$68.59 
IWD iShares Russell 1000 Value ETF
+0.23%
+$3,068.15 
LLY Eli Lilly and Company
+0.22%
+$5,651.59 
LIN Linde plc
+0.18%
+$28.83 
PECO Phillips Edison & Company, Inc.
+0.18%
+$73.92 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.18%
+$147.84 
IXUS iShares Core MSCI Total International Stock ETF
+0.18%
+$74.08 
MBB iShares MBS ETF
+0.17%
+$238.54 
USHY iShares Broad USD High Yield Corporate Bond ETF
+0.17%
+$4.5 
TRP TC Energy Corporation
+0.17%
+$1,526.49 
ECL Ecolab Inc.
+0.17%
+$1,284.99 
AXP American Express Company
+0.16%
+$45.32 
IWS iShares Russell Mid-Cap Value ETF
+0.16%
+$7.16 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.15%
+$376.56 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.15%
+$534.31 
BAC Bank of America Corporation
+0.15%
+$262.35 
AMZN Amazon.com Inc
+0.14%
+$10,092.95 
FCX Freeport-McMoRan Inc.
+0.14%
+$42.66 
COF Capital One Financial Corp.
+0.13%
+$26.77 
HBAN HubSpot Inc.
+0.13%
+$1,164.66 
ELS Equity LifeStyle Properties, Inc.
+0.12%
+$41.17 
ETR Entergy Corporation Common Stock
+0.1%
+$58.59 
SYSB iShares Systematic Bond ETF
+0.09%
+$36.4 
IHE iShares U.S. Pharmaceuticals ETF
+0.09%
+$7.7 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
+0.09%
+$235.19 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$629.1 
JMTG JPMorgan Mortgage-Backed Securities ETF
+0.07%
+$10.64 
GOVT iShares U.S. Treasury Bond ETF
+0.07%
+$114.21 
BND Vanguard Total Bond Market ETF
+0.06%
+$27.9 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.06%
+$505.03 
AGG iShares Core U.S. Aggregate Bond ETF
+0.06%
+$6.49 
SHW The Sherwin-Williams Company
+0.06%
+$107.73 
IUSB iShares Core Universal USD Bond ETF
+0.06%
+$152.68 
IAGG iShares Core International Aggregate Bond ETF
+0.05%
+$32.2 
PWV Invesco Large Cap Value ETF
+0.05%
+$43.08 
CP Canadian Pacific Kansas City Ltd.
+0.04%
+$19.68 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.04%
+$114.28 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
+0.03%
+$83.72 
SYLD Cambria Shareholder Yield ETF
+0.02%
+$0.52 
CASY Casey's General Stores, Inc.
+0.02%
+$12.53 
BINC iShares Flexible Income Active ETF
+0.02%
+$8.17 
GM General Motors Co.
+0.01%
+$0.8 
EEMV iShares MSCI Emerging Markets Min Vol Factor ETF
+0.01%
+$2.68 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
NEE NextEra Energy Inc.
0%
+$0.03 
WBD Warner Bros. Discovery, Inc.
0%
$0 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
0%
-$2.32 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
0%
+$1.58 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 
NU Nu Holdings Ltd. Class A Ordinary Shares
-16.46%
-$109.78 
PYPL PayPal Holdings, Inc.
-4.28%
-$3,372.08 
VZ Verizon Communications Inc.
-3.71%
-$40,423.37 
NFLX Netflix Inc.
-3.66%
-$8,777.22 
TGT Target Corp.
-3.46%
-$30,581.43 
MRK Merck & Co., Inc.
-3.43%
-$75,412.14 
ADBE Adobe Inc.
-3.14%
-$2,130.53 
DASH DoorDash, Inc. Class A Common Stock
-3.09%
-$4,931.69 
TEAM Atlassian Corporation Class A Common Stock
-2.88%
-$26.24 
CMCSA Comcast Corp. Class A Common Stock
-2.84%
-$157.38 
EBAY eBay Inc.
-2.63%
-$6,832.98 
BKNG Booking Holdings Inc.
-2.16%
-$20,785.6 
UNH UnitedHealth Group Inc.
-2.1%
-$5,928.52 
HOOD Robinhood Markets Inc. Class A Common Stock
-2.07%
-$2,590.55 
DIS The Walt Disney Company
-2%
-$552.27 
SON Sonoco Products Company
-1.79%
-$152.15 
BDX Becton, Dickinson and Company
-1.71%
-$482.8 
ACN Accenture plc
-1.65%
-$15,095.68 
MA Mastercard Inc. Class A Common Stock
-1.6%
-$5,568.83 
RIVN Rivian Automotive, Inc. Class A
-1.56%
-$61.05 
BTC Grayscale Bitcoin Mini Trust ETF
-1.56%
-$156.8 
GBTC Grayscale Bitcoin Trust ETF
-1.53%
-$1,344 
META Meta Platforms Inc Class A
-1.48%
-$45,682.18 
CRM Salesforce, Inc.
-1.23%
-$11,172.19 
NOW ServiceNow Inc.
-1.21%
-$3,875.46 
VMI Valmont Industries, Inc.
-1.19%
-$206.8 
PG The Procter & Gamble Company
-1.17%
-$25,455.25 
AAPL Apple Inc.
-1.11%
-$96,033.19 
V Visa Inc. Class A
-1.08%
-$25,781.92 
VLTO Veralto Corporation
-1.04%
-$9.81 
GOOG Alphabet Inc
-1.02%
-$22,742.43 
SCHW The Charles Schwab Corporation
-0.99%
-$1,296 
SYK Stryker Corp.
-0.95%
-$64.46 
GOOGL Alphabet Inc
-0.94%
-$40,603.77 
SE Sea Limited Sponsored ADR
-0.94%
-$3.5 
TJX The TJX Companies, Inc.
-0.94%
-$126.48 
MDT Medtronic plc
-0.9%
-$16,779.46 
UPS United Parcel Service, Inc. Class B Common Stock
-0.9%
-$75.53 
LKQ LKQ Corporation
-0.89%
-$97.65 
DE Deere & Company
-0.87%
-$468.54 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
-0.86%
-$113.46 
PNW Pinnacle West Capital Corporation
-0.84%
-$305.19 
YUM Yum! Brands, Inc.
-0.79%
-$25.96 
T AT&T Inc.
-0.67%
-$397.46 
HLN Haleon Plc ADR
-0.58%
-$6.48 
AEP American Electric Power Company, Inc.
-0.56%
-$4,132.08 
SO The Southern Company
-0.51%
-$151.53 
MMM 3M Company
-0.51%
-$71.28 
VWO Vanguard FTSE Emerging Markets ETF
-0.49%
-$29,731.52 
KO The Coca-Cola Company
-0.48%
-$1,436.46 
UHAL-B U-Haul Holding Company
-0.45%
-$48.4 
DUK Duke Energy Corporation
-0.41%
-$1,913.52 
BMY Bristol-Myers Squibb Company
-0.38%
-$75.67 
XYL Xylem Inc.
-0.37%
-$1,215 
GUNR FlexShares Morningstar Global Upstream Natural Resources Index Fund
-0.37%
-$30.8 
CVX Chevron Corporation
-0.36%
-$4,910.35 
NVO Novo Nordisk A/S Sponsored ADR
-0.36%
-$26.6 
PEP PepsiCo, Inc.
-0.34%
-$5,179.6 
HD The Home Depot, Inc.
-0.34%
-$6,504.78 
PLD Prologis, Inc.
-0.33%
-$3,959.76 
IEMG iShares Core MSCI Emerging Markets ETF
-0.32%
-$221.97 
AMT American Tower Corporation
-0.3%
-$1,281.28 
ODFL Old Dominion Freight Line, Inc.
-0.29%
-$599.02 
VOD Vodafone Group plc Sponsored ADR
-0.29%
-$7.16 
SLB SLB N.V.
-0.27%
-$125.86 
LH Labcorp Holdings Inc.
-0.26%
-$79.12 
CHD Church & Dwight Co., Inc.
-0.26%
-$111.51 
SCHD Schwab U.S. Dividend Equity ETF
-0.26%
-$436.05 
COST Costco Wholesale Corp
-0.25%
-$4,202.35 
HDV iShares Core High Dividend ETF
-0.25%
-$150.3 
GCOW Pacer Global Cash Cows Dividend ETF
-0.24%
-$785.34 
EPD Enterprise Products Partners L.P.
-0.17%
-$4.22 
DVY iShares Select Dividend ETF
-0.15%
-$348 
WMT Walmart Inc.
-0.14%
-$1,922.53 
ISRG Intuitive Surgical Inc.
-0.12%
-$507.6 
DGX Quest Diagnostics Incorporated
-0.1%
-$1,439.34 
OTIS Otis Worldwide Corporation
-0.09%
-$7 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.06%
-$153.13 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$247.84 
SDY State Street SPDR S&P Dividend ETF
-0.04%
-$93.94 
VGIT Vanguard Intermediate-Term Treasury ETF
-0.04%
-$5.41 
ABBV AbbVie Inc.
-0.03%
-$970.72 
APD Air Products and Chemicals Inc.
-0.03%
-$307.77 
BSMQ Invesco BulletShares 2026 Municipal Bond ETF
-0.03%
-$145.05 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.03%
-$63.96 
SHOP Shopify Inc.
-0.03%
-$462.05 
COWZ Pacer US Cash Cows 100 ETF
-0.02%
-$69.84 
SRLN State Street Blackstone Senior Loan ETF
-0.01%
-$14.68 
FTCS First Trust Capital Strength ETF
-0.01%
-$0.14 Events
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Dividends
Dividend Analysis
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| Trades 1716 | Longs Won 1095/1716 63% | Profit Factor 10.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $223,242.08 |
| Average Win $57,267.37 | Best Trade (Oct 21) $5.62M | Sharpe Ratio -88.97 |
| Average Loss -$9,408.43 | Worst Trade (Jun 30) -$314,502.44 | Z-Score 9.93 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w 4d | Expectancy $33,138.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 31,250 | 28,125 | 25,000 | 21,875 | 18,750 | 15,625 | 12,500 | 9,375 | 6,250 | 3,125 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 24,879 | $6.22M | $8.56M | - | $2.34M | 37.61% | -1.11% |
| ABBV AbbVie Inc. | 10,217 | $1.86M | $2.92M | - | $1.06M | 56.94% | -0.033% |
| ABT Abbott Laboratories | 11,262 | $1.28M | $1.17M | - | -$103,387.92 | -8.1% | +0.473% |
| ACN Accenture plc | 3,664 | $759,808.03 | $898,596 | - | $138,787.97 | 18.27% | -1.652% |
| ACVF American Conservative Values ETF | 1,878 | $102,201 | $103,740.72 | - | $1,539.72 | 1.51% | +0.938% |
| ADBE Adobe Inc. | 257 | $60,917.7 | $65,671.21 | - | $4,753.51 | 7.8% | -3.142% |
| ADI Analog Devices, Inc. | 52 | $14,102 | $21,294.52 | - | $7,192.52 | 51% | +4.715% |
| AEP American Electric Power Company, Inc. | 5,739 | $562,883.82 | $740,158.83 | - | $177,275.01 | 31.49% | -0.555% |
| AFL Aflac Incorporated | 1,826 | $188,929.5 | $220,872.96 | - | $31,943.46 | 16.91% | +0.373% |
| AGG iShares Core U.S. Aggregate Bond ETF | 118 | $11,572.69 | $11,329.77 | - | -$242.92 | -2.1% | +0.057% |
| ALL The Allstate Corporation | 5,473 | $1.08M | $1.4M | - | $315,598.3 | 29.13% | +0.95% |
| AMAT Applied Materials Inc. | 623 | $235,508.24 | $243,754.98 | - | $8,246.74 | 3.5% | +3.716% |
| AMGN Amgen Inc. Common Stock | 1,309 | $346,800.28 | $579,049.24 | - | $232,248.96 | 66.97% | +0.706% |
| AMP Ameriprise Financial Inc. | 4,570 | $2.37M | $2.26M | - | -$108,677.55 | -4.59% | +0.421% |
| AMT American Tower Corporation | 2,288 | $413,140.18 | $431,082.08 | - | $17,941.9 | 4.34% | -0.296% |
| AMZN Amazon.com Inc | 28,837 | $6.32M | $7.16M | - | $838,909.68 | 13.27% | +0.141% |
| ANET Arista Networks Inc. | 16 | $2,096 | $2,856.64 | - | $760.64 | 36.29% | +3.58% |
| APD Air Products and Chemicals Inc. | 3,078 | $883,763.27 | $945,099.9 | - | $61,336.63 | 6.94% | -0.033% |
| APH Amphenol Corp. Class A Common Stock | 3,101 | $58,447.55 | $234,063.48 | - | $175,615.93 | 300.47% | +1.876% |
| ARM Arm Holdings plc ADR | 1,014 | $359,533.32 | $228,596.16 | - | -$130,937.16 | -36.42% | +7.184% |
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FAQ
Which stocks have generated the highest profits for Taryn Anderson?
The largest contributions to the portfolio's profits come from the following stocks: Corning Incorporated - $727,871.19, Vanguard FTSE Developed Markets ETF - $722,277.59, ExxonMobil Holdings Corporation - $632,230.73, Broadcom Inc - $533,759.58, and Schwab U.S. Large-Cap Value ETF - $507,236.02. 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: PayPal Holdings, Inc - $333,258.59, Adobe Inc - $250,076.64, Zoetis Inc. Class A Common Stock - $226,422.79, Dow Inc - $163,925.81, and Intuit Inc - $113,375.53. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Taryn Anderson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.07M earned over time. The largest contributors to dividend income include Vanguard FTSE Developed Markets ETF - $717,308.12, Schwab U.S. Large-Cap Value ETF - $501,118.51, Vanguard S&P 500 ETF - $284,562.89, iShares Core S&P Mid-Cap ETF - $229,801.24, and State Street SPDR Portfolio Developed World ex-US ETF - $189,819.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Taryn Anderson's monthly returns?
Taryn Anderson's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Taryn Anderson's strategy be considered aggressive or moderate?
Taryn Anderson's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Taryn Anderson's strategy?
Taryn Anderson'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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