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:
65.58%
Gain -0.1%
Monthly
0.92%
Yearly
11.58%
Drawdown
19.93%
$324.76M
Equity
Holdings
$324.76M
Investment
$250.57M
$82.18M
Profit -$160,611.35
Realized
$7.99M
Unrealized
$74.18M
Dividends
$14.31M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$160,611.35
Win %
89%
This Week
Compared To Last Week
Gain
0.86%
Profit
$2.77M
Win %
89%
This Month
Compared to last month
Gain
0.86%
Profit
$2.77M
Win %
89%
This Year
Compared to last year
Gain
-0.45%
Profit
-$1.47M
Win %
90%
GOOGL Alphabet Inc
+6.73%
+$15,302.07 
MSFT Microsoft Corp.
+3.02%
+$20,729.62 
NVDA NVIDIA Corporation
+2.93%
+$12,636.25 
CVX Chevron Corporation
+2.35%
+$10,287.52 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+2.01%
+$9,257.52 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$5,349.42 
VUG Vanguard Growth ETF
+1.1%
+$10,205.82 
UNP Union Pacific Corporation
+0.92%
+$3,374.89 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$3,424.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$2,473.76 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$64,448.74 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$432,798.63 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$192,926.88 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$2,157.13 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$777.48 
RF Regions Financial Corporation
+0.32%
+$1,028.2 
JPM JPMorgan Chase & Co.
+0.27%
+$1,601.76 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$3,219.98 
JNJ Johnson & Johnson
+0.21%
+$473.29 
CB Chubb Limited
+0.15%
+$403.86 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$193.27 
AEP American Electric Power Company, Inc.
+0.06%
+$157.5 
AUSM Allspring Ultra Short Municipal ETF
+0.02%
+$204.51 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$4,383.85 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$262,854.4 
ABBV AbbVie Inc.
-2.51%
-$6,735.27 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$172,325.09 
SHW The Sherwin-Williams Company
-1.16%
-$13,366.47 
INTC Intel Corporation
-1.02%
-$1,589.37 
VHT Vanguard Health Care ETF
-0.76%
-$3,327.47 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$2,156.39 
AMGN Amgen Inc.
-0.64%
-$2,281.61 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$215,785.71 
LLY Eli Lilly and Company
-0.53%
-$6,215.82 
IWM iShares Russell 2000 ETF
-0.47%
-$89,867.02 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$34,259.58 
WCPB Weitz Core Plus Bond ETF
-0.35%
-$272,097.51 
ADSK Autodesk, Inc.
-0.33%
-$1,078 
VXF Vanguard Extended Market ETF
-0.3%
-$1,184.28 
DWM WisdomTree International Equity Fund
-0.29%
-$918.5 
EGP EastGroup Properties Inc.
-0.27%
-$1,957.97 
VTV Vanguard Value ETF
-0.27%
-$1,038.97 
VB Vanguard Small-Cap ETF
-0.22%
-$444.83 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$2,727.88 
LNT Alliant Energy Corporation
-0.15%
-$354.64 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$2,053.3 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$15,322.54 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,405.08 Events
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Dividends
Dividend Analysis
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| Trades 328 | Longs Won 257/328 78% | Profit Factor 26.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.38M |
| Average Win $332,184.34 | Best Trade (Aug 03) $21.35M | Sharpe Ratio -10.19 |
| Average Loss -$44,958.09 | Worst Trade (Aug 02) -$1.3M | Z-Score 17.18 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 1w 5d | Expectancy $250,546.81 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $4.7M, State Street SPDR Portfolio S&P 500 ETF - $3.93M, WisdomTree Floating Rate Treasury Fund - $3.93M, iShares Core MSCI EAFE ETF - $3.69M, and Weitz Core Plus Bond ETF - $2.17M. 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 - $63,713.58, AbbVie Inc - $34,207.7, Vanguard Extended Market ETF - $30,201.88, 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 $14.31M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $3.95M, iShares Core MSCI EAFE ETF - $3.66M, Weitz Core Plus Bond ETF - $2.17M, SPDR Portfolio S&P 400 Mid Cap ETF - $832,817.1, and Vanguard Dividend Appreciation ETF - $683,978.02. 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.
