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:
0.85%
Gain
Monthly
0.05%
Yearly
0.55%
Drawdown
10.75%
$126.66M
Equity
Holdings
$126.66M
Investment
$115.27M
$12.24M
Profit -$92,870.61
Realized
$853,136.39
Unrealized
$11.38M
Dividends
$5.12M
Goals
Avg. 85.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$92,870.61
Win %
87%
This Week
Compared To Last Week
Gain
0.07%
Profit
$84,285.95
Win %
87%
This Month
Compared to last month
Gain
-0.13%
Profit
-$157,952.25
Win %
87%
This Year
Compared to last year
Gain
3.57%
Profit
$4.37M
Win %
88%
CASY Casey's General Stores Inc.
+3.7%
+$30,262.44 
GE General Electric Company
+3.1%
+$12,264.39 
GEV GE Vernova Inc.
+2.37%
+$6,099.55 
MO Altria Group, Inc.
+1.86%
+$9,690 
XOM Exxon Mobil Corporation
+1.36%
+$4,803.46 
IAU iShares Gold Trust
+0.99%
+$4,959.41 
GLD SPDR Gold Shares
+0.97%
+$5,232.12 
VZ Verizon Communications Inc.
+0.81%
+$30,914.11 
GCOW Pacer Global Cash Cows Dividend ETF
+0.69%
+$1,978.11 
XLE Energy Select Sector SPDR Fund
+0.67%
+$1,280.6 
T AT&T Inc.
+0.58%
+$3,817.86 
DE Deere & Company
+0.55%
+$29,245.1 
SLV iShares Silver Trust
+0.52%
+$852.54 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$4,685.56 
PECO Phillips Edison & Company, Inc.
+0.41%
+$2,608.01 
VTV Vanguard Value ETF
+0.32%
+$2,363.16 
WMT Walmart Inc.
+0.18%
+$631.26 
PFE Pfizer Inc.
+0.14%
+$2,384.62 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$11,419.45 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$359.04 
JPIE JPMorgan Income ETF
+0.01%
+$28.23 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$2,038.97 
DGRO iShares Core Dividend Growth ETF
+0.01%
+$29.62 
EVLN Eaton Vance Floating-Rate ETF
0%
+$1.32 
MSFT Microsoft Corp.
-2.11%
-$11,676.37 
GOOG Alphabet Inc
-1.95%
-$15,720.8 
GOOGL Alphabet Inc
-1.92%
-$18,216.25 
V Visa Inc. Class A
-1.8%
-$4,790.93 
SPEM SPDR Portfolio Emerging Markets ETF
-1.7%
-$10,813.36 
DAL Delta Air Lines, Inc.
-1.61%
-$7,571.2 
VUG Vanguard Growth ETF
-1.11%
-$4,643.58 
NVDA NVIDIA Corporation
-1.09%
-$8,449.49 
SVAL iShares U.S. Small Cap Value Factor ETF
-1%
-$2,582.15 
IWF iShares Russell 1000 Growth ETF
-0.89%
-$60,754.7 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$7,811.78 
IJS iShares S&P Small-Cap 600 Value ETF
-0.88%
-$3,200.42 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.85%
-$2,539.67 
IEMG iShares Core MSCI Emerging Markets ETF
-0.84%
-$2,878.92 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.84%
-$6,198.5 
EEM iShares MSCI Emerging Markets ETF
-0.81%
-$2,530.32 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
-0.69%
-$2,475.99 
MCD McDonald's Corporation
-0.54%
-$1,099.35 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.54%
-$1,230.4 
EFG iShares MSCI EAFE Growth ETF
-0.51%
-$8,494.62 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.51%
-$13,270.88 
VOO Vanguard S&P 500 ETF
-0.51%
-$1,221.3 
AON Aon plc
-0.5%
-$1,413.52 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$2,726.77 
AMZN Amazon.com Inc
-0.48%
-$3,993.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.47%
-$1,541.6 
XLK State Street Technology Select Sector SPDR ETF
-0.46%
-$1,409.95 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.45%
-$7,191.69 
LIN Linde plc
-0.41%
-$1,486.07 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.41%
-$1,184.42 
VBK Vanguard Small-Cap Growth ETF
-0.39%
-$1,030.89 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$9,844.87 
IWS iShares Russell Mid-Cap Value ETF
-0.38%
-$1,626 
IJH iShares Core S&P Mid-Cap ETF
-0.37%
-$2,229.08 
FMDE Fidelity Enhanced Mid Cap ETF
-0.32%
-$1,159.73 
AAPL Apple Inc.
-0.31%
-$5,592.71 
IWP iShares Russell Mid-Cap Growth ETF
-0.3%
-$4,491.48 
EFA iShares MSCI EAFE ETF
-0.29%
-$1,897.8 
NUV Nuveen Municipal Value Fund, Inc.
-0.27%
-$6,709.43 
IWD iShares Russell 1000 Value ETF
-0.17%
-$5,139.36 
IWO iShares Russell 2000 Growth ETF
-0.12%
-$299.04 
IUSV iShares Core S&P U.S. Value ETF
-0.09%
-$567.3 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.09%
-$513.64 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.03%
-$147.15 
FELV Fidelity Enhanced Large Cap Value ETF
-0.02%
-$57.31 Events
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Dividends
Dividend Analysis
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| Trades 308 | Longs Won 257/308 83% | Profit Factor 33.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $135,068.04 |
| Average Win $49,064.27 | Best Trade (Jul 17) $1.56M | Sharpe Ratio -10.62 |
| Average Loss -$7,341.48 | Worst Trade (Jul 10) -$142,639.38 | Z-Score 24.93 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $39,724.36 |
| 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 | 17,241 | 15,517 | 13,793 | 12,069 | 10,345 | 8,621 | 6,897 | 5,172 | 3,448 | 1,724 |
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Returns
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