Joshua Ryder Taff Portfolio
Invests via New Perspectives Inc. | Managed by Joshua Ryder Taff
Invests via New Perspectives Inc.
Managed by Joshua Ryder Taff
Automatically Tracked
Joshua Ryder Taff Profile
With a career marked by strategic leadership and entrepreneurial ventures, Joshua Ryder Taff has established himself as an influential figure in the investment landscape. His expertise encompasses private equity and venture capital, with a strong focus on technology-driven startups. Throughout his journey, he has demonstrated a keen ability to identify emerging market trends and capitalize on growth opportunities within various sectors. This unique perspective not only enhances his business acumen but also positions him as a valuable advisor for companies seeking to navigate complex market dynamics. His commitment to innovation makes him highly relevant in today's rapidly evolving financial environment.
With a career marked by strategic leadership and entrepreneurial ventures, Joshua Ryder Taff has established himself as an influential figure in the investment landscape. His expertise encompasses private equity and venture capital, with a strong focus on technology-driven startups. Throughout his journey, he has demonstrated a keen ability to identify emerging market trends and capitalize on growth opportunities within various sectors. This unique perspective not only enhances his business acumen but also positions him as a valuable advisor for companies seeking to navigate complex market dynamics. His commitment to innovation makes him highly relevant in today's rapidly evolving financial environment.
Investment Philosophy & Strategy
Innovation Lens: Focused on leveraging cutting-edge technology to drive investment decisions, Joshua Ryder Taff pursues opportunities in sectors ripe for disruption. His approach combines rigorous analysis with an entrepreneurial mindset, emphasizing adaptability in a rapidly shifting landscape. By concentrating on startups with transformative potential, he aims to identify game-changing business models that can yield substantial returns. Coupled with his extensive experience in private equity and venture capital, this perspective enables him to effectively assess the scalability of emerging enterprises while fostering growth-oriented strategies.
Innovation Lens: Focused on leveraging cutting-edge technology to drive investment decisions, Joshua Ryder Taff pursues opportunities in sectors ripe for disruption. His approach combines rigorous analysis with an entrepreneurial mindset, emphasizing adaptability in a rapidly shifting landscape. By concentrating on startups with transformative potential, he aims to identify game-changing business models that can yield substantial returns. Coupled with his extensive experience in private equity and venture capital, this perspective enables him to effectively assess the scalability of emerging enterprises while fostering growth-oriented strategies.
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:
73.3%
Gain -0.33%
Monthly
0.88%
Yearly
11.12%
Drawdown
19.94%
$331.47M
Equity
Holdings
$331.47M
Investment
$257.92M
$81.86M
Profit -$585,422.31
Realized
$8.27M
Unrealized
$73.58M
Dividends
$15.2M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$585,422.31
Win %
88%
This Week
Compared To Last Week
Gain
-0.32%
Profit
-$1.06M
Win %
88%
This Month
Compared to last month
Gain
0.74%
Profit
$2.43M
Win %
88%
This Year
Compared to last year
Gain
0.72%
Profit
$2.39M
Win %
88%
LLY Eli Lilly and Company
+3.62%
+$43,116.81 
ABBV AbbVie Inc.
+3.32%
+$9,493.94 
VHT Vanguard Health Care ETF
+2.14%
+$9,641.15 
UNP Union Pacific Corporation
+1.44%
+$5,144.48 
JPM JPMorgan Chase & Co.
+1.16%
+$6,560.42 
AAPL Apple Inc.
+0.49%
+$17,525.3 
SHW The Sherwin-Williams Company
+0.14%
+$1,474 
BRK-B Berkshire Hathaway Inc.
+0.03%
+$62.7 
BRK-A Berkshire Hathaway Inc.
+0.02%
+$356.54 
DWM WisdomTree International Equity Fund
0%
+$9.62 
ADSK Autodesk, Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CVX Chevron Corporation
0%
$0 
EGP EastGroup Properties Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
JNJ Johnson & Johnson
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
MSFT Microsoft Corp.
0%
$0 
RF Regions Financial Corporation
0%
$0 
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0 
EES WisdomTree U.S. SmallCap Fund
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
AUSM Allspring Ultra Short Municipal ETF
0%
$0 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-3.29%
-$18,013.6 
NVDA NVIDIA Corporation
-3.16%
-$15,999.52 
QQQ Invesco QQQ Trust, Series 1
-1.97%
-$628,615.71 
GOOGL Alphabet Inc
-1.74%
-$4,058.53 
SCHB Schwab U.S. Broad Market ETF
-1.17%
-$4,441.15 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.1%
-$3,294.5 
VOO Vanguard S&P 500 ETF
-1.09%
-$3,954.95 
WCPB Weitz Core Plus Bond ETF
0%
-$1,605 Events
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Dividends
Dividend Analysis
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| Trades 349 | Longs Won 272/349 77% | Profit Factor 16.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.43M |
| Average Win $320,221.54 | Best Trade (Oct 15) $22.85M | Sharpe Ratio -9.91 |
| Average Loss -$68,116.41 | Worst Trade (Oct 15) -$2.62M | Z-Score 13.81 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3m 6d | Expectancy $234,542.39 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% |
| Consecutive Losing Trades | 4,878 | 4,390 | 3,902 | 3,415 | 2,927 | 2,439 | 1,951 | 1,463 | 976 | 488 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,370 | $1.53M | $3.56M | - | $2.02M | 131.83% | +0.495% |
| ABBV AbbVie Inc. | 1,041 | $240,964.74 | $295,102.69 | - | $54,137.95 | 22.47% | +3.324% |
| ADSK Autodesk, Inc. | 1,400 | $385,672 | $322,601.99 | - | -$63,070.01 | -16.35% | 0.0 |
| AEP American Electric Power Company, Inc. | 2,250 | $259,447.5 | $282,712.5 | - | $23,265 | 8.97% | 0.0 |
| AMGN Amgen Inc. | 920 | $241,628.8 | $379,812.8 | - | $138,184 | 57.19% | 0.0 |
| AUSM Allspring Ultra Short Municipal ETF | 37,877 | $951,167.22 | $942,947.91 | - | -$8,219.31 | -0.86% | 0.0 |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 2,761 | $323,119.83 | $327,344.16 | - | $4,224.33 | 1.31% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.56M | - | -$35,826.66 | -2.24% | +0.023% |
| BRK-B Berkshire Hathaway Inc. | 418 | $209,163.02 | $217,669.32 | - | $8,506.3 | 4.07% | +0.029% |
| CB Chubb Limited | 762 | $219,753.18 | $263,773.92 | - | $44,020.74 | 20.03% | 0.0 |
| CVX Chevron Corporation | 3,188 | $539,673.79 | $694,123.24 | - | $154,449.45 | 28.62% | 0.0 |
| DWM WisdomTree International Equity Fund | 4,175 | $228,790 | $305,076.87 | - | $76,286.87 | 33.34% | +0.003% |
| EES WisdomTree U.S. SmallCap Fund | 20,488 | $872,633.92 | $1.35M | - | $473,837.44 | 54.3% | 0.0 |
| EGP EastGroup Properties Inc. | 3,435 | $572,452.63 | $675,217.98 | - | $102,765.35 | 17.95% | 0.0 |
| GLDM SPDR Gold MiniShares Trust | 143,234 | $9.27M | $11.8M | - | $2.53M | 27.28% | 0.0 |
| GOOGL Alphabet Inc | 661 | $236,221.57 | $229,790.05 | - | -$6,431.52 | -2.72% | -1.736% |
| IEFA iShares Core MSCI EAFE ETF | 351,148 | $26.07M | $33.93M | - | $7.87M | 30.17% | 0.0 |
| INTC Intel Corporation | 1,709 | $238,627.67 | $175,702.29 | - | -$62,925.38 | -26.37% | 0.0 |
| IWF iShares Russell 1000 Growth ETF | 3,848 | $257,706.28 | $489,157.76 | - | $231,451.48 | 89.81% | 0.0 |
| IWM iShares Russell 2000 ETF | 66,618 | $14.49M | $18.43M | - | $3.94M | 27.23% | 0.0 |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Joshua Ryder Taff?
The largest contributions to the portfolio's profits come from the following stocks: Invesco QQQ Trust, Series 1 - $4.91M, State Street SPDR Portfolio S&P 500 ETF - $4.11M, WisdomTree Floating Rate Treasury Fund - $4.07M, iShares Core MSCI EAFE ETF - $3.69M, and Weitz Core Plus Bond ETF - $2.47M. 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: Vanguard FTSE Emerging Markets ETF - $234,221.69, Microsoft Corp - $62,328.56, AbbVie Inc - $32,406.77, Vanguard Extended Market ETF - $28,430.54, and Costco Wholesale Corporation - $25,480.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Joshua Ryder Taff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.2M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $4.09M, iShares Core MSCI EAFE ETF - $3.66M, Weitz Core Plus Bond ETF - $2.47M, SPDR Portfolio S&P 400 Mid Cap ETF - $901,846.54, and iShares Russell 2000 ETF - $722,984.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Joshua Ryder Taff's monthly returns?
Joshua Ryder Taff's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Joshua Ryder Taff's strategy be considered aggressive or moderate?
Joshua Ryder Taff's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Joshua Ryder Taff's strategy?
Joshua Ryder Taff'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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