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:
13.18%
Gain +0.34%
Monthly
0.58%
Yearly
7.16%
Drawdown
7.17%
$133.23M
Equity
Holdings
$133.23M
Investment
$120.9M
$12.95M
Profit +$390,050.52
Realized
$618,412.96
Unrealized
$12.33M
Dividends
$6.03M
Goals
Avg. 56.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$390,050.52
Win %
83%
This Week
Compared To Last Week
Gain
0.51%
Profit
$673,828.19
Win %
83%
This Month
Compared to last month
Gain
0.1%
Profit
$127,332.27
Win %
83%
This Year
Compared to last year
Gain
0.63%
Profit
$831,259.05
Win %
83%
RKT Rocket Companies, Inc. Class A
+4.84%
+$6,377.55 
LLY Eli Lilly and Company
+4.78%
+$11,441.43 
KMB Kimberly-Clark Corporation
+4.5%
+$8,448.3 
AON Aon plc
+4.13%
+$8,675.37 
UNH UnitedHealth Group Incorporated
+3.67%
+$8,122.8 
CASY Casey's General Stores Inc.
+2.88%
+$18,909.08 
V Visa Inc. Class A
+2.67%
+$7,604.43 
T AT&T Inc.
+2.3%
+$15,554.97 
WMT Walmart Inc.
+1.82%
+$6,376.96 
PFE Pfizer Inc.
+1.8%
+$35,728.87 
GCOW Pacer Global Cash Cows Dividend ETF
+1.47%
+$4,602.15 
NUV Nuveen Municipal Value Fund, Inc.
+1.45%
+$19,542.48 
MTB M&T Bank Corporation
+1.43%
+$2,882.97 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.39%
+$20,975.68 
PECO Phillips Edison & Company, Inc.
+1.32%
+$7,124.53 
IWS iShares Russell Mid-Cap Value ETF
+1.31%
+$5,966.25 
IAU iShares Gold Trust
+1.3%
+$6,686 
GLD SPDR Gold Shares
+1.26%
+$7,013.11 
IJS iShares S&P Small-Cap 600 Value ETF
+1.22%
+$4,285.32 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.14%
+$2,460.8 
DAL Delta Air Lines, Inc.
+1.12%
+$4,650.88 
MSFT Microsoft Corp.
+1.06%
+$8,032.97 
IWM iShares Russell 2000 ETF
+0.88%
+$2,020.79 
GE General Electric Company
+0.86%
+$3,098.76 
DGRO iShares Core Dividend Growth ETF
+0.85%
+$3,944.78 
EFV iShares MSCI EAFE Value ETF
+0.82%
+$1,758.27 
MO Altria Group, Inc.
+0.79%
+$4,108.95 
VZ Verizon Communications Inc.
+0.77%
+$28,661.66 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$5,426.59 
EFA iShares MSCI EAFE ETF
+0.76%
+$5,307.9 
IWD iShares Russell 1000 Value ETF
+0.76%
+$24,125 
VTV Vanguard Value ETF
+0.75%
+$5,723.68 
IWO iShares Russell 2000 Growth ETF
+0.71%
+$1,639.69 
DE Deere & Company
+0.7%
+$84,129.68 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$4,696.56 
FMDE Fidelity Enhanced Mid Cap ETF
+0.69%
+$2,553.32 
IJH iShares Core S&P Mid-Cap ETF
+0.68%
+$3,562.79 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.67%
+$16,106.09 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.67%
+$1,831.33 
IEFA iShares Core MSCI EAFE ETF
+0.62%
+$16,104.86 
SVAL iShares U.S. Small Cap Value Factor ETF
+0.58%
+$1,472.2 
EFG iShares MSCI EAFE Growth ETF
+0.58%
+$8,489.07 
VBK Vanguard Small-Cap Growth ETF
+0.58%
+$1,455.36 
FELV Fidelity Enhanced Large Cap Value ETF
+0.57%
+$1,350.48 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.56%
+$1,914.81 
GOOGL Alphabet Inc
+0.56%
+$5,194.77 
GOOG Alphabet Inc
+0.5%
+$3,941.62 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.42%
+$1,912.95 
LIN Linde plc
+0.4%
+$1,348.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.28%
+$650.56 
BRK-B Berkshire Hathaway Inc.
+0.24%
+$2,315 
JPIE JPMorgan Income ETF
+0.23%
+$592.93 
SPY SPDR S&P 500 ETF Trust
+0.13%
+$767.35 
VOO Vanguard S&P 500 ETF
+0.13%
+$324.75 
AAPL Apple Inc.
+0.12%
+$2,358.98 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.11%
+$358.34 
ISCF iShares MSCI International Small-Cap Equity Factor ETF
+0.07%
+$287.1 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.04%
+$961.36 
EVLN Eaton Vance Floating-Rate ETF
+0.01%
+$91.96 
AMZN Amazon.com Inc
+0.01%
+$100.32 
JAAA Janus Henderson AAA CLO ETF
+0.01%
+$2,138.35 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$2,022.83 
GEV GE Vernova Inc.
-2.82%
-$6,966.59 
NVDA NVIDIA Corporation
-1.69%
-$14,047.33 
XLK State Street Technology Select Sector SPDR ETF
-1.25%
-$4,117.4 
XOM Exxon Mobil Corporation
-1.15%
-$4,924.77 
EEM iShares MSCI Emerging Markets ETF
-1.08%
-$3,372.84 
IEMG iShares Core MSCI Emerging Markets ETF
-0.99%
-$3,332.16 
QQQ Invesco QQQ Trust, Series 1
-0.49%
-$4,338.11 
SPEM SPDR Portfolio Emerging Markets ETF
-0.39%
-$2,550.4 
IWF iShares Russell 1000 Growth ETF
-0.38%
-$26,857.68 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.34%
-$2,561.2 
VUG Vanguard Growth ETF
-0.3%
-$1,298.97 
IWP iShares Russell Mid-Cap Growth ETF
-0.15%
-$2,279.4 
SCZ iShares MSCI EAFE Small-Cap ETF
-0.07%
-$209.25 
JA Janus Henderson AA-A CLO ETF
-0.04%
-$128.16 Events
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Dividends
Dividend Analysis
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| Trades 368 | Longs Won 298/368 80% | Profit Factor 15.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,617.13 |
| Average Win $46,364.53 | Best Trade (Oct 15) $2.02M | Sharpe Ratio -130.86 |
| Average Loss -$12,387.02 | Worst Trade (Mar 30) -$99,250.24 | Z-Score 22.94 (100%) |
| Commissions $0 | Avg. Trade Length 11m 1w 6d | Expectancy $35,188.96 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,753 | 9,677 | 8,602 | 7,527 | 6,452 | 5,376 | 4,301 | 3,226 | 2,151 | 1,075 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,486 | $1.37M | $1.88M | - | $515,416.23 | 37.67% | +0.125% |
| AMZN Amazon.com Inc | 3,344 | $732,632.87 | $849,743.84 | - | $117,110.97 | 15.98% | +0.012% |
| AON Aon plc | 762 | $273,680 | $218,492.07 | - | -$55,187.93 | -20.17% | +4.135% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 21,507 | $2.49M | $2.55M | - | $62,710.16 | 2.52% | +0.038% |
| BRK-B Berkshire Hathaway Inc. | 1,852 | $839,416.01 | $977,115.2 | - | $137,699.19 | 16.4% | +0.237% |
| CASY Casey's General Stores Inc. | 1,005 | $405,690.03 | $675,787.12 | - | $270,097.09 | 66.58% | +2.879% |
| DAL Delta Air Lines, Inc. | 5,408 | $327,184.46 | $418,011.36 | - | $90,826.9 | 27.76% | +1.125% |
| DE Deere & Company | 18,389 | $9.79M | $12.04M | - | $2.25M | 22.98% | +0.703% |
| DGRO iShares Core Dividend Growth ETF | 5,932 | $379,559.41 | $466,344.18 | - | $86,784.77 | 22.86% | +0.853% |
| EEM iShares MSCI Emerging Markets ETF | 4,853 | $262,111.08 | $309,111.83 | - | $47,000.75 | 17.93% | -1.079% |
| EFA iShares MSCI EAFE ETF | 6,805 | $558,534.25 | $704,521.65 | - | $145,987.4 | 26.14% | +0.759% |
| EFG iShares MSCI EAFE Growth ETF | 12,303 | $1.2M | $1.47M | - | $269,099.32 | 22.48% | +0.582% |
| EFV iShares MSCI EAFE Value ETF | 2,726 | $208,690 | $215,612.97 | - | $6,922.97 | 3.32% | +0.822% |
| EVLN Eaton Vance Floating-Rate ETF | 13,524 | $673,646.66 | $652,151.62 | - | -$21,495.04 | -3.19% | +0.014% |
| FELV Fidelity Enhanced Large Cap Value ETF | 5,627 | $196,441.31 | $239,738.33 | - | $43,297.02 | 22.04% | +0.567% |
| FMDE Fidelity Enhanced Mid Cap ETF | 8,959 | $295,019.95 | $369,693.13 | - | $74,673.18 | 25.31% | +0.695% |
| GCOW Pacer Global Cash Cows Dividend ETF | 6,818 | $262,359.2 | $317,002.91 | - | $54,643.71 | 20.83% | +1.473% |
| GE General Electric Company | 1,176 | $203,610.42 | $364,154.28 | - | $160,543.86 | 78.85% | +0.858% |
| GEV GE Vernova Inc. | 262 | $178,533.28 | $239,779.78 | - | $61,246.5 | 34.31% | -2.823% |
| GLD SPDR Gold Shares | 1,478 | $357,868.23 | $562,726.33 | - | $204,858.1 | 57.24% | +1.262% |
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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 - $3.5M, Janus Henderson AAA CLO ETF - $714,265.4, Verizon Communications Inc - $482,080.79, Deere & Company - $381,686.22, 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 - $29,987.46, 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 $6.03M earned over time. The largest contributors to dividend income include iShares 0-3 Month Treasury Bond ETF - $3.47M, Janus Henderson AAA CLO ETF - $714,265.4, Verizon Communications Inc - $472,105.83, Pfizer Inc - $190,089.67, and Deere & Company - $129,301.92. 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.
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