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:
31.09%
Gain -0.22%
Monthly
1.34%
Yearly
17.34%
Drawdown
16.65%
$283.86M
Equity
Holdings
$283.86M
Investment
$228.97M
$57.37M
Profit -$512,754.96
Realized
$2.49M
Unrealized
$54.88M
Dividends
$6.35M
Goals
Avg. 70% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$512,754.96
Win %
68%
This Week
Compared To Last Week
Gain
-1.47%
Profit
-$4.23M
Win %
68%
This Month
Compared to last month
Gain
-1.17%
Profit
-$3.35M
Win %
68%
This Year
Compared to last year
Gain
1.98%
Profit
$5.54M
Win %
64%
AMZN Amazon.com Inc
+15.32%
+$1.07M 
MPWR Monolithic Power Systems, Inc.
+8.35%
+$12,522.9 
ETN Eaton Corporation plc
+7.32%
+$81,674.35 
GOOG Alphabet Inc
+6.88%
+$142,505.88 
GOOGL Alphabet Inc
+6.73%
+$314,018.25 
ANET Arista Networks, Inc.
+5.46%
+$149.28 
BABA Alibaba Group Holding Limited SP ADR
+5.1%
+$254.99 
SOLS Sollensys Corp
+4.84%
+$5.56 
LECO Lincoln Electric Holdings, Inc.
+4.43%
+$7,008.88 
SNPS Synopsys, Inc.
+4.41%
+$6,341.99 
FTI TechnipFMC plc
+3.98%
+$4,723.76 
TT Trane Technologies plc
+3.33%
+$176.04 
META Meta Platforms Inc Class A
+3.28%
+$69,871.32 
MSFT Microsoft Corp.
+3.02%
+$247,951.92 
NVDA NVIDIA Corporation
+2.93%
+$184,227.67 
CVX Chevron Corporation
+2.35%
+$25,999.04 
ORLY O'Reilly Automotive Inc.
+2.28%
+$37.81 
GLW Corning Incorporated
+2.24%
+$12,604.8 
SONY Sony Group Corporation - Sponsored American Depositary Receipt
+2.15%
+$56.35 
CSCO Cisco Systems, Inc.
+2.14%
+$54,675 
BAH Booz Allen Hamilton Holding Corporation
+2.06%
+$324.3 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$18,986.93 
JCI Johnson Controls International plc
+1.93%
+$202.94 
HAL Halliburton Company
+1.93%
+$84.18 
PANW Palo Alto Networks, Inc.
+1.89%
+$10,393.5 
CRM Salesforce Inc
+1.83%
+$10,969.32 
ORCL Oracle Corporation
+1.81%
+$293.37 
ZTS Zoetis Inc.
+1.66%
+$4,257.54 
SHEL Shell plc
+1.62%
+$179.34 
ACN Accenture plc Class A
+1.61%
+$9,457.52 
VZ Verizon Communications Inc.
+1.52%
+$16,416.4 
LMT Lockheed Martin Corporation
+1.5%
+$22,058.28 
NOC Northrop Grumman Corporation
+1.43%
+$8,934.73 
PH Parker-Hannifin Corporation
+1.43%
+$54.96 
PWR Quanta Services Inc.
+1.43%
+$2,504.46 
SLB Schlumberger Limited
+1.39%
+$590.24 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$87.15 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$5,861.52 
FTV Fortive Corporation
+1.25%
+$3,871.19 
CMCSA Comcast Corp
+1.23%
+$87 
COP ConocoPhillips
+1.22%
+$9,836.81 
WFC Wells Fargo & Company
+1.19%
+$105.06 
AMAT Applied Materials, Inc.
+1.18%
+$1,445.5 
CHD Church & Dwight Co., Inc.
+1.16%
+$466.69 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$1,378.64 
VUG Vanguard Growth ETF
+1.1%
+$1,969.74 
VMI Valmont Industries, Inc.
+1.07%
+$203.6 
NOW ServiceNow, Inc.
+1.05%
+$2,466.16 
CW Curtiss-Wright Corporation
+1.02%
+$631.24 
ADBE Adobe Inc.
+1.01%
+$3,805.18 
XLE Energy Select Sector SPDR Fund
+1%
+$2,810.76 
URI United Rentals, Inc.
+0.99%
+$1,785.84 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$56,386.96 
TTE TotalEnergies SE
+0.95%
+$131.14 
UNP Union Pacific Corporation
+0.92%
+$23,885.91 
WMB The Williams Companies, Inc.
+0.89%
+$15,971.76 
SCHW Charles Schwab Corporation
+0.87%
+$1,310.4 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$96,038.43 
GEV GE Vernova Inc.
+0.85%
+$24.93 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$190.89 
CP Canadian Pacific Kansas City Limited
+0.83%
+$359.16 
MCD McDonald's Corporation
+0.82%
+$13,897.46 
EMR Emerson Electric Co.
+0.79%
+$326.86 
TSLA Tesla, Inc.
+0.76%
+$10,244.67 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,346.95 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$91.28 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$22,898.04 
VOO Vanguard S&P 500 ETF
+0.71%
+$128,018.31 
CAT Caterpillar Inc.
+0.7%
+$10,268.35 
BMY Bristol-Myers Squibb Company
+0.69%
+$144.9 
IVV iShares Core S&P 500 ETF
+0.69%
+$17,868.8 
CARR Carrier Global Corporation
+0.68%
+$111.3 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$407.62 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$74.93 
PLTR Palantir Technologies Inc.
+0.65%
+$2,425.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$3,290.04 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$3,978 
SYY Sysco Corporation
+0.63%
+$475.41 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,360.03 
AVUS Avantis U.S. Equity ETF
+0.57%
+$360 
APH Amphenol Corporation
+0.55%
+$1,413.26 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$47.55 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,515.42 
GM General Motors Company
+0.52%
+$36.8 
PSX Phillips 66
+0.51%
+$79.92 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$3,445.17 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$58.76 
KKR KKR & Co. Inc.
+0.45%
+$951.75 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,836.38 
EBAY eBay Inc.
+0.43%
+$1,049.58 
CSX CSX Corporation
+0.42%
+$239.82 
CASY Casey's General Stores Inc.
+0.4%
+$304.5 
RTX RTX Corporation
+0.39%
+$3,956.4 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$112.98 
AVGO Broadcom Inc.
+0.37%
+$14,639.04 
PG Procter & Gamble Co
+0.37%
+$6,559.81 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$8,866.62 
OTIS Otis Worldwide Corporation
+0.36%
+$26 
TDG TransDigm Group Inc.
+0.36%
+$8.94 
BAC Bank of America Corporation
+0.36%
+$769.56 
SNA Snap-on Inc.
+0.33%
+$1,691.85 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$169.29 
RF Regions Financial Corporation
+0.32%
+$66.4 
MRK Merck & Co., Inc.
+0.32%
+$6,708.58 
SMH VanEck Semiconductor ETF
+0.3%
+$58.68 
VSNT Versant Media Group, Inc.
+0.28%
+$1.2 
JPM JPMorgan Chase & Co.
+0.27%
+$13,235.2 
AMP Ameriprise Financial, Inc.
+0.25%
+$6,266.63 
CME CME Group Inc.
+0.21%
+$6.84 
SO The Southern Company
+0.21%
+$63.8 
JNJ Johnson & Johnson
+0.21%
+$3,181.06 
ADI Analog Devices, Inc.
+0.2%
+$38.48 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$605.28 
CMI Cummins Inc.
+0.19%
+$885.74 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$2,400.06 
INTU Intuit Inc.
+0.18%
+$28.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$487.8 
USB U.S. Bancorp
+0.17%
+$48.18 
T AT&T Inc.
+0.17%
+$3.08 
MS Morgan Stanley
+0.17%
+$2,102.41 
CB Chubb Limited
+0.15%
+$1,340.37 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,197.45 
XYL Xylem Inc.
+0.13%
+$450 
PWV Invesco Large Cap Value ETF
+0.12%
+$107.7 
MMM 3M Company
+0.12%
+$17.01 
BDX Becton, Dickinson and Company
+0.1%
+$24.14 
ISRG Intuitive Surgical, Inc.
+0.1%
+$341.63 
C Citigroup Inc.
+0.1%
+$3,940.78 
NUE Nucor Corporation
+0.1%
+$13.75 
WM Waste Management, Inc.
+0.1%
+$26.4 
AFL Aflac Inc.
+0.09%
+$219.12 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$48.69 
WMT Walmart Inc.
+0.09%
+$1,100.82 
ABT Abbott Laboratories
+0.09%
+$1,013.58 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$228.99 
AEP American Electric Power Company, Inc.
+0.06%
+$394.87 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$98.56 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$107.59 
BSMQ Invesco BulletShares 2026 Municipal Bond Fund
+0.04%
+$193.4 
HDV iShares Core High Dividend ETF
+0.04%
+$20.04 
DIS The Walt Disney Company
+0.03%
+$7.38 
SRLN SPDR Blackstone Senior Loan ETF
+0.03%
+$29.36 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.01%
+$10.56 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 HIMU
HIMU
0%
$0 
RBLX Roblox Corporation
-26.85%
-$2,679.35 
RIVN Rivian Automotive, Inc.
-9.57%
-$531.3 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$860.7 
AAPL Apple Inc.
-7.35%
-$634,062.68 
SYK Stryker Corporation
-6.42%
-$12,599.76 
LIN Linde plc
-5.95%
-$938.06 
SHOP Shopify Inc.
-4.29%
-$54,085.5 
WING Wingstop Inc.
-3.61%
-$2,696.59 
AVY Avery Dennison Corporation
-2.91%
-$356.3 
IBIT iShares Bitcoin Trust
-2.89%
-$145.22 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$229.6 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$2,002 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$169.26 
FIS Fidelity National Information Services, Inc.
-2.67%
-$430.5 
QCOM QUALCOMM Incorporated
-2.63%
-$25,863.24 
ABBV AbbVie Inc.
-2.51%
-$65,754.61 
DLR Digital Realty Trust, Inc.
-2.42%
-$35,921.64 
HLN Haleon Plc - ADR
-2.37%
-$50.4 
YUM Yum! Brands, Inc.
-2.37%
-$81.84 
MXI iShares Global Materials ETF
-2.15%
-$3,686.48 
LH Labcorp Holdings Inc.
-2.01%
-$582.36 
NFLX Netflix, Inc.
-2%
-$5,232.64 
MGA Magna International Inc.
-1.79%
-$333.75 
APD Air Products and Chemicals, Inc.
-1.77%
-$15,760.08 
STLA Stellantis N.V.
-1.71%
-$106.8 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,857.1 
SQ Block, Inc.
-1.64%
-$22.95 
LRCX Lam Research Corporation
-1.58%
-$6,523.62 
IAU iShares Gold Trust
-1.46%
-$94.92 
NVS Novartis AG Sponsored ADR
-1.45%
-$19,112.42 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$156.06 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$4,241.15 
MNST Monster Beverage Corporation
-1.3%
-$3,256.28 
FCX Freeport-McMoRan Inc.
-1.28%
-$383.94 
UBS UBS Group AG
-1.22%
-$330.85 
TJX The TJX Companies, Inc.
-1.21%
-$178.56 
SHW The Sherwin-Williams Company
-1.16%
-$2,106.71 
NEE NextEra Energy, Inc.
-1.15%
-$12,532.08 
DE Deere & Company
-1.13%
-$544 
PKG Packaging Corporation of America
-1.12%
-$2,873.7 
IR Ingersoll Rand Inc.
-1.11%
-$86.48 
TXN Texas Instruments Inc
-1.08%
-$96.64 
PLD Prologis Inc.
-1.08%
-$13,635.4 
CTAS Cintas Corporation
-1.04%
-$2,637.35 
INTC Intel Corporation
-1.02%
-$51.15 
KO The Coca-Cola Company
-1.02%
-$2,905.2 
UPS United Parcel Service, Inc.
-1%
-$87.15 
XOM Exxon Mobil Corporation
-0.97%
-$26,112.51 
TRP TC Energy Corporation
-0.97%
-$9,177.24 
CRL Charles River Laboratories International, Inc.
-0.9%
-$181.46 
PGR Progressive Corporation
-0.87%
-$1,553.1 
IHE iShares U.S. Pharmaceuticals ETF
-0.82%
-$68.04 
GILD Gilead Sciences Inc.
-0.81%
-$288.9 
SON Sonoco Products Co.
-0.81%
-$78.2 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$3,460.8 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,907.34 
PYPL PayPal Holdings Inc
-0.76%
-$608.08 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$203 
MA Mastercard Incorporated
-0.74%
-$2,371.5 
GSK GSK plc Sponsored ADR
-0.73%
-$123.12 
BLK BlackRock, Inc.
-0.73%
-$694.26 
GCOW Pacer Global Cash Cows Dividend ETF
-0.73%
-$2,321.86 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$202.62 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$31,231.71 
ELS Equity Lifestyle Properties Inc.
-0.7%
-$174.34 
MICC The Magnum Ice Cream Company N.V.
-0.69%
-$2.6 
DUK Duke Energy Corporation
-0.67%
-$2,958.48 
LKQ LKQ Corporation
-0.66%
-$94.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$152,084.13 
AMGN Amgen Inc.
-0.64%
-$3,325.69 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$21,563.64 
BE Bloom Energy Corporation
-0.63%
-$23.58 
GS The Goldman Sachs Group, Inc.
-0.63%
-$317.52 
AMT American Tower Corporation
-0.63%
-$2,379.32 
HAS Hasbro Inc.
-0.62%
-$3,182.46 
EFA iShares MSCI EAFE ETF
-0.62%
-$380.16 
PM Philip Morris International Inc.
-0.61%
-$8,615.11 
ECL Ecolab Inc.
-0.61%
-$4,392.99 
DHR Danaher Corporation
-0.61%
-$2,103.92 
VLTO Veralto Corporation
-0.57%
-$4.86 
SBUX Starbucks Corporation
-0.57%
-$6,721.2 
PRU Prudential Financial, Inc.
-0.56%
-$4,458.08 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$27.26 
DGX Quest Diagnostics Inc.
-0.55%
-$8,234.11 
VNQ Vanguard Real Estate ETF
-0.54%
-$14,805.18 
COF Capital One Financial Corporation
-0.54%
-$75.71 
LLY Eli Lilly and Company
-0.53%
-$12,450.03 
DFIS Dimensional International Small Cap ETF
-0.53%
-$23.75 
ALL Allstate Corporation
-0.49%
-$7,209.87 
IWM iShares Russell 2000 ETF
-0.47%
-$1,669.38 
AVDE Avantis International Equity ETF
-0.46%
-$719.46 
PEP PepsiCo, Inc.
-0.46%
-$6,601.6 
DVY iShares Select Dividend ETF
-0.45%
-$1,835.95 
VGK Vanguard FTSE Europe ETF
-0.44%
-$142.8 
TRV The Travelers Companies, Inc.
-0.43%
-$197.23 
TEL TE Connectivity plc
-0.43%
-$3,217.35 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$3,314.78 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$294.5 
HD The Home Depot, Inc.
-0.42%
-$7,408.81 
UHAL-B U-Haul Holding Company
-0.41%
-$57.2 
MBB iShares MBS ETF
-0.4%
-$281.57 
ETR Entergy Corporation
-0.38%
-$228.78 
VGT Vanguard Information Technology ETF
-0.38%
-$313.04 
JMTG JPMorgan Mortgage-Backed Securities ETF
-0.38%
-$57.76 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$144.72 
AXP American Express Company
-0.38%
-$111.76 
FDX FedEx Corporation
-0.37%
-$3,691.5 
MDT Medtronic plc
-0.37%
-$6,261.12 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$190.46 
RSG Republic Services, Inc.
-0.37%
-$7.8 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$25.74 
TFC Truist Financial Corporation
-0.33%
-$2,732.55 
PNW Pinnacle West Capital Corporation
-0.33%
-$112.53 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$0.52 
SDY SPDR S&P Dividend ETF
-0.28%
-$605 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$12.09 
VTV Vanguard Value ETF
-0.27%
-$25.37 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$144.18 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$52,697.52 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$104.5 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$19.5 
BX Blackstone Inc.
-0.25%
-$2,378.61 
COST Costco Wholesale Corporation
-0.24%
-$3,661.63 
BSCZ Invesco BulletShares 2035 Corporate Bond ETF
-0.24%
-$771.66 
HBAN Huntington Bancshares Incorporated
-0.23%
-$2,328.74 
VB Vanguard Small-Cap ETF
-0.22%
-$73.92 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$700.87 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$10.25 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$654.9 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$35.3 
PFG Principal Financial Group, Inc.
-0.22%
-$62 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$261.9 
BKNG Booking Holdings Inc.
-0.18%
-$1,883.37 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,849.04 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$669.24 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$23 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$275.4 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$60 
FITB Fifth Third Bancorp
-0.16%
-$1,718.55 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$389.4 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$518.33 
VSGX Vanguard ESG International Stock ETF
-0.15%
-$147.96 
IXUS iShares Core International Stock ETF
-0.15%
-$62.86 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$391.8 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$456.45 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$315 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$15,489.6 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$150.1 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$24 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$179.73 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$251.71 
VO Vanguard Mid-Cap ETF
-0.05%
-$31.2 
HOOD Robinhood Markets, Inc.
-0.05%
-$53.72 
V Visa Inc. Class A
-0.04%
-$810.82 
ING ING Groep N.V. Sponsored ADR
-0.03%
-$3.19 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$1,153.35 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$0.09 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$116.13 
TGT Target Corporation
-0.01%
-$133.45 Events
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Dividends
Dividend Analysis
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| Trades 1511 | Longs Won 959/1511 63% | Profit Factor 11.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $251,678.77 |
| Average Win $65,469.73 | Best Trade (Aug 26) $6.52M | Sharpe Ratio -85.36 |
| Average Loss -$9,809.39 | Worst Trade (Aug 02) -$380,284.39 | Z-Score 9.26 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $37,967.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,859 | $6.46M | $7.99M | - | $1.53M | 23.61% | -7.354% |
| ABBV AbbVie Inc. | 10,163 | $1.84M | $2.55M | - | $705,509.45 | 38.24% | -2.513% |
| ABT Abbott Laboratories | 11,262 | $1.28M | $1.19M | - | -$86,382.3 | -6.77% | +0.085% |
| ACN Accenture plc Class A | 3,596 | $747,338.81 | $596,648.32 | - | -$150,690.49 | -20.16% | +1.611% |
| ADBE Adobe Inc. | 1,516 | $610,893.31 | $379,621.56 | - | -$231,271.75 | -37.86% | +1.013% |
| ADI Analog Devices, Inc. | 52 | $14,102 | $19,105.32 | - | $5,003.32 | 35.48% | +0.202% |
| AEP American Electric Power Company, Inc. | 5,641 | $551,257.1 | $721,201.85 | - | $169,944.75 | 30.83% | +0.055% |
| AFL Aflac Inc. | 1,826 | $188,929.5 | $232,778.48 | - | $43,848.98 | 23.21% | +0.094% |
| AGG iShares Core U.S. Aggregate Bond ETF | 78 | $7,791 | $7,594.86 | - | -$196.14 | -2.52% | -0.256% |
| ALL Allstate Corporation | 5,546 | $1.1M | $1.46M | - | $367,240.81 | 33.47% | -0.49% |
| AMAT Applied Materials, Inc. | 245 | $42,207.65 | $124,379.15 | - | $82,171.5 | 194.68% | +1.176% |
| AMGN Amgen Inc. | 1,341 | $355,140.77 | $516,499.56 | - | $161,358.79 | 45.44% | -0.64% |
| AMP Ameriprise Financial, Inc. | 4,541 | $2.35M | $2.48M | - | $125,492 | 5.33% | +0.253% |
| AMT American Tower Corporation | 2,163 | $392,678.86 | $374,977.68 | - | -$17,701.18 | -4.51% | -0.631% |
| AMZN Amazon.com Inc | 29,590 | $6.49M | $8.04M | - | $1.55M | 23.86% | +15.321% |
| ANET Arista Networks, Inc. | 16 | $2,096 | $2,885.6 | - | $789.6 | 37.67% | +5.456% |
| APD Air Products and Chemicals, Inc. | 2,968 | $853,157.86 | $875,233.55 | - | $22,075.69 | 2.59% | -1.769% |
| APH Amphenol Corporation | 6,424 | $116,144.8 | $258,084.2 | - | $141,939.4 | 122.21% | +0.551% |
| ARM Arm Holdings plc American Depositary Receipt | 1,031 | $365,561 | $247,120.39 | - | -$118,440.61 | -32.4% | -0.766% |
| ASML ASML Holding N.V. New York Registry Shares | 189 | $156,174.28 | $307,881 | - | $151,706.72 | 97.14% | -1.359% |
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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 - $724,156.64, VANGUARD FTSE DEVELOPED MARKETS ETF - $664,841.07, Schwab U.S. Large-Cap Value ETF - $411,794.96, Caterpillar Inc - $381,167.42, and Broadcom Inc - $372,712.45. 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 - $333,452.07, Dow Inc - $163,925.81, Chipotle Mexican Grill, Inc - $107,445.34, Intuit Inc - $93,651.17, and The Trade Desk, Inc. Class A - $71,570.17. 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 $6.35M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $659,871.6, Schwab U.S. Large-Cap Value ETF - $405,677.45, Vanguard S&P 500 ETF - $236,553.78, SPDR Portfolio Developed World ex-US ETF - $189,819.07, and iShares Core S&P Mid-Cap ETF - $186,070.23. 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.
