JRT
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:
31.92%
Gain +0.25%
Monthly
0.48%
Yearly
5.87%
Drawdown
14.81%
$313.65M
Equity
Holdings
$313.65M
Investment
$238.75M
$82.21M
Profit +$893,917.32
Realized
$7.3M
Unrealized
$74.9M
Dividends
$12.65M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.25%
Profit
$893,917.32
Win %
90%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$1.27M
Win %
90%
This Month
Compared to last month
Gain
-0.8%
Profit
-$2.54M
Win %
90%
This Year
Compared to last year
Gain
4.69%
Profit
$14.47M
Win %
90%
JPM JPMorgan Chase & Co.
+2.3%
+$12,302.9 
SPXL Direxion Daily S&P 500 Bull 3X Shares
+1.63%
+$6,634 
UNP Union Pacific Corporation
+1.58%
+$5,372 
EGP EastGroup Properties Inc.
+1.32%
+$9,203.12 
ABBV AbbVie Inc.
+1.29%
+$3,008.49 
JNJ Johnson & Johnson
+1.07%
+$2,277.15 
EES WisdomTree U.S. SmallCap Fund
+0.98%
+$13,488.89 
VO Vanguard Mid-Cap ETF
+0.97%
+$27,248.65 
VTV Vanguard Value ETF
+0.94%
+$3,566.02 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$13,578 
IWM iShares Russell 2000 ETF
+0.9%
+$163,975.32 
CVX Chevron Corporation
+0.74%
+$3,118.12 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$140,363.52 
COST Costco Wholesale Corporation
+0.72%
+$1,453.92 
LNT Alliant Energy Corporation
+0.68%
+$1,579.76 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$60,927.83 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$199,351.04 
AEP American Electric Power Company, Inc.
+0.58%
+$1,687.5 
VOO Vanguard S&P 500 ETF
+0.58%
+$2,000.38 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$51,798.18 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$1,776.46 
VXF Vanguard Extended Market ETF
+0.48%
+$1,901.52 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$1,269.18 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$5,406.9 
AMGN Amgen Inc.
+0.32%
+$1,048.8 
DWM WisdomTree International Equity Fund
+0.32%
+$978.6 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$186,305.04 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$868.55 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$71,988.18 
VUG Vanguard Growth ETF
+0.22%
+$2,085.06 
NVDA NVIDIA Corporation
+0.14%
+$610.79 
SHW The Sherwin-Williams Company
+0.13%
+$1,407 
RF-PF Regions Financial Corporation
+0.12%
+$308.46 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$14,355.9 
CB Chubb Limited
+0.1%
+$259.08 
MSFT Microsoft Corp.
+0.1%
+$608.8 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$298.2 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.05%
+$162.28 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
Events
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Dividends
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| Trades 304 | Longs Won 235/304 77% | Profit Factor 39.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $358,816.35 | Best Trade (Jun 12) $20.53M | Sharpe Ratio -9.79 |
| Average Loss -$30,662.88 | Worst Trade (Jun 10) -$751,600.6 | Z-Score 15.38 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2m 6d | Expectancy $270,414.81 |
| 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 | 10,204 | 9,184 | 8,163 | 7,143 | 6,122 | 5,102 | 4,082 | 3,061 | 2,041 | 1,020 |
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