Darren Yoder Portfolio
Invests via Dynamic Financial Group | Managed by Darren Yoder
Invests via Dynamic Financial Group
Managed by Darren Yoder
Automatically Tracked
Seasoned growth-stage investor and operator with a focus on SaaS, fintech, and marketplace businesses. Darren Yoder brings operational experience in product and go-to-market leadership, partnering with founders on scaling revenue, unit economics, and board governance. Active in early and expansion rounds, known for hands-on portfolio support, strategic hiring, and aligning capital structures to drive sustainable growth.
Seasoned growth-stage investor and operator with a focus on SaaS, fintech, and marketplace businesses. Darren Yoder brings operational experience in product and go-to-market leadership, partnering with founders on scaling revenue, unit economics, and board governance. Active in early and expansion rounds, known for hands-on portfolio support, strategic hiring, and aligning capital structures to drive sustainable growth.
Investment Philosophy & Strategy
Focuses on growth-stage SaaS, fintech, and marketplaces with a pragmatic operator-investor lens that prioritizes unit-economics-driven scaling. Prefers lead or active follow-on positions where hands-on product and GTM support can accelerate revenue and retention. Capital allocation emphasizes staged checks tied to milestone-based governance, hiring and go-to-market levers, and board-level alignment. Time horizon favors durable growth and path-to-profitability with disciplined downside protection and exit optionality.
Focuses on growth-stage SaaS, fintech, and marketplaces with a pragmatic operator-investor lens that prioritizes unit-economics-driven scaling. Prefers lead or active follow-on positions where hands-on product and GTM support can accelerate revenue and retention. Capital allocation emphasizes staged checks tied to milestone-based governance, hiring and go-to-market levers, and board-level alignment. Time horizon favors durable growth and path-to-profitability with disciplined downside protection and exit optionality.
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:
14.61%
Gain +0.37%
Monthly
0.68%
Yearly
8.5%
Drawdown
7.17%
$134.69M
Equity
Holdings
$134.69M
Investment
$120.9M
$14.4M
Profit +$435,860.21
Realized
$618,412.96
Unrealized
$13.79M
Dividends
$5.41M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.37%
Profit
$435,860.21
Win %
86%
This Week
Compared To Last Week
Gain
0.3%
Profit
$403,265.23
Win %
86%
This Month
Compared to last month
Gain
0.04%
Profit
$47,090.58
Win %
86%
This Year
Compared to last year
Gain
1.73%
Profit
$2.29M
Win %
85%
RKT Rocket Companies, Inc. Class A
+4.34%
+$7,065.32 
NVDA NVIDIA Corporation
+3.29%
+$26,891.15 
DAL Delta Air Lines, Inc.
+2.21%
+$9,139.52 
KMB Kimberly-Clark Corporation
+2.07%
+$4,195.8 
GEV GE Vernova Inc.
+1.91%
+$4,503.78 
MTB M&T Bank Corporation
+1.62%
+$3,508.08 
SVAL iShares U.S. Small Cap Value Factor ETF
+1.58%
+$4,063.89 
V Visa Inc. Class A
+1.51%
+$4,085.73 
IJS iShares S&P Small-Cap 600 Value ETF
+1.4%
+$5,178.1 
PFE Pfizer Inc.
+1.33%
+$25,860.9 
GLD SPDR Gold Shares
+1.18%
+$6,902.26 
IAU iShares Gold Trust
+1.16%
+$6,284.84 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.14%
+$2,553.08 
BRK-B Berkshire Hathaway Inc.
+1.1%
+$10,278.6 
IWM iShares Russell 2000 ETF
+1.02%
+$2,500.73 
VBR VANGUARD SMALL-CAP VALUE ETF
+1%
+$15,707.52 
DE Deere & Company
+0.98%
+$122,286.85 
GOOGL Alphabet Inc
+0.88%
+$7,872.15 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.86%
+$21,624.96 
PECO Phillips Edison & Company, Inc.
+0.85%
+$4,749.69 
T AT&T Inc.
+0.83%
+$6,310.03 
IWS iShares Russell Mid-Cap Value ETF
+0.76%
+$3,565.87 
AON Aon plc
+0.74%
+$1,847.85 
UNH UnitedHealth Group Incorporated
+0.74%
+$1,635.21 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.69%
+$2,422.35 
GOOG Alphabet Inc
+0.68%
+$5,141.25 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$3,679.13 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.67%
+$1,874.41 
WMT Walmart Inc.
+0.62%
+$1,985.28 
VTV Vanguard Value ETF
+0.61%
+$4,689.31 
IWO iShares Russell 2000 Growth ETF
+0.57%
+$1,428 
EFV iShares MSCI EAFE Value ETF
+0.51%
+$1,131.29 
IUSV iShares Core S&P U.S. Value ETF
+0.5%
+$3,628.25 
LIN Linde plc
+0.47%
+$1,589.9 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.47%
+$3,531.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$1,064 
EEM iShares MSCI Emerging Markets ETF
+0.46%
+$1,480.16 
IWD iShares Russell 1000 Value ETF
+0.46%
+$14,625 
EFA iShares MSCI EAFE ETF
+0.46%
+$3,300.43 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.45%
+$3,042.09 
IEMG iShares Core MSCI Emerging Markets ETF
+0.45%
+$1,559.28 
IWF iShares Russell 1000 Growth ETF
+0.45%
+$30,857.76 
IEFA iShares Core MSCI EAFE ETF
+0.43%
+$11,638.81 
SPY SPDR S&P 500 ETF Trust
+0.42%
+$2,395.15 
VOO Vanguard S&P 500 ETF
+0.42%
+$1,027.22 
VZ Verizon Communications Inc.
+0.41%
+$17,281.29 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.39%
+$1,282.48 
DGRO iShares Core Dividend Growth ETF
+0.38%
+$1,779.6 
EFG iShares MSCI EAFE Growth ETF
+0.38%
+$5,659.38 
FMDE Fidelity Enhanced Mid Cap ETF
+0.36%
+$1,343.85 
MO Altria Group, Inc.
+0.34%
+$1,715.04 
GCOW Pacer Global Cash Cows Dividend ETF
+0.34%
+$1,090.88 
FELV Fidelity Enhanced Large Cap Value ETF
+0.3%
+$731.51 
AAPL Apple Inc.
+0.3%
+$5,431.14 
VUG Vanguard Growth ETF
+0.3%
+$1,250.86 
LLY Eli Lilly and Company
+0.29%
+$673.2 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.14%
+$622.05 
SPEM SPDR Portfolio Emerging Markets ETF
+0.14%
+$956.4 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.13%
+$588.6 
QQQ Invesco QQQ Trust, Series 1
+0.12%
+$1,014.25 
SCZ iShares MSCI EAFE Small-Cap ETF
+0.1%
+$321.92 
VBK Vanguard Small-Cap Growth ETF
+0.08%
+$204.66 
AMZN Amazon.com Inc
+0.07%
+$601.92 
JPIE JPMorgan Income ETF
+0.04%
+$112.94 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$4,276.7 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$4,045.66 
JA Janus Henderson AA-A CLO ETF
0%
$0 
MSFT Microsoft Corp.
-0.67%
-$4,743.19 
XOM Exxon Mobil Corporation
-0.62%
-$2,474.52 
IWP iShares Russell Mid-Cap Growth ETF
-0.52%
-$8,205.84 
NUV Nuveen Municipal Value Fund, Inc.
-0.39%
-$5,821.16 
CASY Casey's General Stores Inc.
-0.27%
-$2,110.5 
XLK State Street Technology Select Sector SPDR ETF
-0.18%
-$570.9 
GE General Electric Company
-0.1%
-$388.08 
EVLN Eaton Vance Floating-Rate ETF
-0.07%
-$442.23 
BOXX Alpha Architect 1-3 Month Boxx Fund
-0.04%
-$1,075.35 Events
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Dividends
Dividend Analysis
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| Trades 368 | Longs Won 306/368 83% | Profit Factor 23.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $159,934.12 |
| Average Win $49,182.15 | Best Trade (Sep 02) $2.29M | Sharpe Ratio -9.91 |
| Average Loss -$10,409.57 | Worst Trade (Aug 02) -$394,735.84 | Z-Score 27.15 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 1d | Expectancy $39,142.24 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,486 | $1.37M | $1.79M | - | $420,673.01 | 30.74% | +0.304% |
| AMZN Amazon.com Inc | 3,344 | $732,632.87 | $853,054.4 | - | $120,421.53 | 16.44% | +0.071% |
| AON Aon plc | 762 | $273,680 | $250,488.45 | - | -$23,191.55 | -8.47% | +0.743% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 21,507 | $2.49M | $2.54M | - | $50,881.31 | 2.04% | -0.042% |
| BRK-B Berkshire Hathaway Inc. | 1,852 | $839,416.01 | $940,593.76 | - | $101,177.75 | 12.05% | +1.105% |
| CASY Casey's General Stores Inc. | 1,005 | $405,690.03 | $768,634.05 | - | $362,944.02 | 89.46% | -0.274% |
| DAL Delta Air Lines, Inc. | 5,408 | $327,184.46 | $422,202.56 | - | $95,018.1 | 29.04% | +2.213% |
| DE Deere & Company | 18,389 | $9.79M | $12.55M | - | $2.76M | 28.19% | +0.984% |
| DGRO iShares Core Dividend Growth ETF | 5,932 | $379,559.41 | $469,755.08 | - | $90,195.67 | 23.76% | +0.38% |
| EEM iShares MSCI Emerging Markets ETF | 4,853 | $262,111.08 | $325,514.97 | - | $63,403.89 | 24.19% | +0.457% |
| EFA iShares MSCI EAFE ETF | 6,805 | $558,534.25 | $727,964.87 | - | $169,430.62 | 30.33% | +0.455% |
| EFG iShares MSCI EAFE Growth ETF | 12,303 | $1.2M | $1.51M | - | $313,882.24 | 26.22% | +0.376% |
| EFV iShares MSCI EAFE Value ETF | 2,726 | $208,690 | $223,572.89 | - | $14,882.89 | 7.13% | +0.509% |
| EVLN Eaton Vance Floating-Rate ETF | 13,524 | $673,646.66 | $659,393.73 | - | -$14,252.93 | -2.12% | -0.067% |
| FELV Fidelity Enhanced Large Cap Value ETF | 5,627 | $196,441.31 | $240,723.06 | - | $44,281.75 | 22.54% | +0.305% |
| FMDE Fidelity Enhanced Mid Cap ETF | 8,959 | $295,019.95 | $374,307.02 | - | $79,287.07 | 26.88% | +0.36% |
| GCOW Pacer Global Cash Cows Dividend ETF | 6,818 | $262,359.2 | $324,468.62 | - | $62,109.42 | 23.67% | +0.337% |
| GE General Electric Company | 1,176 | $203,610.42 | $388,973.76 | - | $185,363.34 | 91.04% | -0.1% |
| GEV GE Vernova Inc. | 262 | $178,533.28 | $239,918.64 | - | $61,385.36 | 34.38% | +1.913% |
| GLD SPDR Gold Shares | 1,478 | $357,868.23 | $593,298.76 | - | $235,430.53 | 65.79% | +1.177% |
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FAQ
Which stocks have generated the highest profits for Darren Yoder?
The largest contributions to the portfolio's profits come from the following stocks: iShares 0-3 Month Treasury Bond ETF - $3.26M, Janus Henderson AAA CLO ETF - $539,061.83, Verizon Communications Inc - $422,439.25, Deere & Company - $351,896.04, and Pfizer Inc - $187,434.63. 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: Deckers Outdoor Corporation - $97,858.87, Fidelity Wise Origin Bitcoin Index Fund - $51,474.91, iShares Silver Trust - $48,097.87, Eli Lilly and Company - $30,330, and Energy Select Sector SPDR Fund - $26,168.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Darren Yoder's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.41M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.23M, Janus Henderson AAA CLO ETF - $539,061.83, Verizon Communications Inc - $412,464.29, Pfizer Inc - $190,089.67, and iShares Core MSCI EAFE ETF - $110,531.38. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Darren Yoder's monthly returns?
Darren Yoder's monthly returns appear relatively stable. The month-to-month changes are limited, and the overall pattern suggests a fairly consistent performance profile rather than sharp swings. For users reviewing this investor, that usually points to a more predictable strategy with lower short-term turbulence.
Can Darren Yoder's strategy be considered aggressive or moderate?
Darren Yoder's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Darren Yoder's strategy?
Darren Yoder's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
