DT
Desaree Tatum Portfolio
Invests via Heritage Wealth Management Inc. | Managed by Desaree Tatum
Invests via Heritage Wealth Management Inc.
Managed by Desaree Tatum
Automatically Tracked
Desaree Tatum Profile
With a dynamic career rooted in entrepreneurship and business development, Desaree Tatum stands out as a driving force in the consumer goods sector. Her leadership journey encompasses founding and scaling successful startups that prioritize innovation and market responsiveness. Tatum's adeptness at navigating competitive landscapes has solidified her reputation as an influential figure in building strong brands and creating sustainable growth pathways. In addition to her operational expertise, she actively engages with emerging entrepreneurs, fostering an ecosystem of collaboration within the industry. This commitment to mentorship further amplifies her impact on business dynamics while reinforcing strategic partnerships essential for long-term success.
With a dynamic career rooted in entrepreneurship and business development, Desaree Tatum stands out as a driving force in the consumer goods sector. Her leadership journey encompasses founding and scaling successful startups that prioritize innovation and market responsiveness. Tatum's adeptness at navigating competitive landscapes has solidified her reputation as an influential figure in building strong brands and creating sustainable growth pathways. In addition to her operational expertise, she actively engages with emerging entrepreneurs, fostering an ecosystem of collaboration within the industry. This commitment to mentorship further amplifies her impact on business dynamics while reinforcing strategic partnerships essential for long-term success.
Investment Philosophy & Strategy
The consumer goods market thrives on innovation, and Desaree Tatum embraces this dynamic through her entrepreneurial ventures. Her strategic foresight has consistently enabled the identification of trends that resonate with consumers while positioning brands for sustainable success. Focusing on scalable business models, she leverages her operational expertise to enhance competitiveness within a rapidly evolving landscape. By actively mentoring nascent entrepreneurs, she cultivates collaborative ecosystems that drive creativity and growth in the industry. This proactive engagement not only reinforces community ties but also sets a precedent for transformative practices across markets.
The consumer goods market thrives on innovation, and Desaree Tatum embraces this dynamic through her entrepreneurial ventures. Her strategic foresight has consistently enabled the identification of trends that resonate with consumers while positioning brands for sustainable success. Focusing on scalable business models, she leverages her operational expertise to enhance competitiveness within a rapidly evolving landscape. By actively mentoring nascent entrepreneurs, she cultivates collaborative ecosystems that drive creativity and growth in the industry. This proactive engagement not only reinforces community ties but also sets a precedent for transformative practices across markets.
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:
27.85%
Gain +0.51%
Monthly
1%
Yearly
12.63%
Drawdown
15.68%
$225.47M
Equity
Holdings
$225.47M
Investment
$166.1M
$80.02M
Profit +$1.88M
Realized
$20.65M
Unrealized
$59.37M
Dividends
$12.79M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.51%
Profit
$1.88M
Win %
80%
This Week
Compared To Last Week
Gain
0.56%
Profit
$1.25M
Win %
80%
This Month
Compared to last month
Gain
2.16%
Profit
$4.76M
Win %
80%
This Year
Compared to last year
Gain
11.87%
Profit
$23.91M
Win %
79%
AMAT Applied Materials, Inc.
+7.21%
+$35,711.22 
MMM 3M Company
+6.49%
+$32,508 
AMD Advanced Micro Devices, Inc.
+4.86%
+$188,023.94 
GEV GE Vernova Inc.
+4.56%
+$43,855.02 
KEYS Keysight Technologies, Inc.
+4.36%
+$15,538.15 
FCX Freeport-McMoRan Inc.
+4.03%
+$69,938.7 
SMH VanEck Semiconductor ETF
+3.98%
+$18,372.73 
NVS Novartis AG Sponsored ADR
+3.66%
+$33,104.44 
PSLV Sprott Physical Silver Trust
+3.65%
+$34,016.4 
VRT Vertiv Holdings Co
+3.62%
+$11,151.36 
ADI Analog Devices, Inc.
+3.43%
+$131,672.34 
ASML ASML Holding N.V. New York Registry Shares
+3.21%
+$11,709.6 
AVGO Broadcom Inc.
+3.11%
+$94,207.08 
JOBY Joby Aviation, Inc.
+2.94%
+$2,420 
WCC Wesco International Inc.
+2.75%
+$32,220.56 
NVDA NVIDIA Corporation
+2.5%
+$106,092.51 
P Everpure Inc.
+2.4%
+$14,991.25 
JCI Johnson Controls International plc
+2.25%
+$35,885.45 
ETN Eaton Corporation plc
+2.23%
+$69,556.48 
CCJ Cameco Corporation
+1.8%
+$46,397.25 
JGRO JPMorgan Active Growth ETF
+1.76%
+$34,357.14 
B BARRICK MINING CORP Common Stock (ABR0)
+1.75%
+$5,463.16 
VALE Vale S.A.
+1.69%
+$2,613.6 
CGNG Capital Group New Geography Equity ETF
+1.68%
+$13,073.22 
ARKQ Ark Autonomous Technology & Robotics ETF
+1.61%
+$5,092.92 
CSCO Cisco Systems, Inc.
+1.56%
+$98,847.68 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.56%
+$43,440.1 
QQQ Invesco QQQ Trust, Series 1
+1.51%
+$13,960.04 
APD Air Products and Chemicals, Inc.
+1.45%
+$10,637.08 
VONG Vanguard Russell 1000 Growth Fund
+1.41%
+$4,048.2 
PAVE Global X U.S. Infrastructure Development ETF
+1.38%
+$4,554.55 
ARKK ARK Innovation ETF Fund
+1.22%
+$4,723.23 
GLD SPDR Gold Shares
+1.1%
+$3,296.7 
ADM Archer-Daniels-Midland Co
+1.06%
+$8,742.37 
ORCL Oracle Corporation
+1.02%
+$16,948.32 
COR Cencora, Inc.
+0.99%
+$7,953 
TSLA Tesla, Inc.
+0.98%
+$3,765.22 
EVR Evercore Inc.
+0.92%
+$3,080 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.88%
+$2,074.17 
MPC Marathon Petroleum Corporation
+0.82%
+$19,250.4 
CGUS Capital Group Core Equity ETF
+0.82%
+$2,985.12 
IEFA iShares Core MSCI EAFE ETF
+0.82%
+$3,716.7 
JPM JPMorgan Chase & Co.
+0.77%
+$77,774.7 
IDOG Alps International Sector Dividend Dogs ETF
+0.71%
+$2,175.3 
META Meta Platforms Inc Class A
+0.68%
+$6,541.6 
AVUV Avantis U.S. Small Cap Value ETF
+0.68%
+$26,258.2 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+0.66%
+$4,505.5 
BDJ BlackRock Enhanced Equity Dividend Trust
+0.63%
+$915 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.62%
+$977.46 
VLO Valero Energy Corporation
+0.61%
+$34,176 
MDY SPDR S&P MidCap 400 ETF Trust
+0.6%
+$1,957.67 
SPY SPDR S&P 500 ETF Trust
+0.59%
+$4,601.61 
HPQ HP Inc.
+0.56%
+$4,101.98 
PTLC Pacer Trendpilot US Large Cap ETF
+0.55%
+$1,352 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.55%
+$5,872.89 
DRLL Strive U.S. Energy ETF
+0.51%
+$2,165.05 
COP ConocoPhillips
+0.49%
+$11,337.87 
MET MetLife Inc.
+0.46%
+$1,355.79 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+0.46%
+$12,933.07 
ABBV AbbVie Inc.
+0.4%
+$21,998.34 
EQIX Equinix, Inc.
+0.4%
+$2,881.45 
XOM Exxon Mobil Corporation
+0.39%
+$11,844.18 
BUFR FT Vestladder Buffer ETF-USD I
+0.38%
+$5,443.76 
OSCV Opus Small Cap Value ETF
+0.38%
+$1,252.8 
PLD Prologis Inc.
+0.36%
+$990.57 
BAC Bank of America Corporation
+0.35%
+$4,261.95 
DWLD Davis Select Worldwide ETF
+0.32%
+$4,840.8 
FMDE Fidelity Enhanced Mid Cap ETF
+0.31%
+$1,568.38 
BGIG Bahl & Gaynor Income Growth ETF
+0.31%
+$5,830 
JEPI JPMorgan Equity Premium Income Fund
+0.3%
+$7,423.39 
SNX TD Synnex Corporation
+0.3%
+$858.72 
ET Energy Transfer L.P.
+0.3%
+$3,352.56 
GL Globe Life Inc.
+0.3%
+$2,268.29 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.28%
+$595.38 
AMGN Amgen Inc.
+0.27%
+$2,994.39 
CARR Carrier Global Corporation
+0.24%
+$583.36 
T AT&T Inc.
+0.23%
+$4,618 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+0.21%
+$447.2 
BNY BlackRock New York Municipal Income Trust
+0.18%
+$2,800 
JAVA JPMorgan Active Value ETF
+0.18%
+$3,603.84 
XAR SPDR S&P Aerospace & Defense ETF
+0.15%
+$353.6 
VTS Vitesse Energy Inc.
+0.13%
+$313 
AMH American Homes 4 Rent
+0.12%
+$632.16 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.09%
+$127.44 
BA Boeing Company
+0.09%
+$412.56 
CP Canadian Pacific Kansas City Limited
+0.07%
+$321.18 
RSP Invesco S&P 500 Equal Weight ETF
+0.06%
+$1,428.96 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$418.42 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.02%
+$228.01 
AXP American Express Company
+0.02%
+$106.26 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$51.35 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SEE Sealed Air Corporation
0%
$0 
NOW ServiceNow, Inc.
-2.94%
-$15,338.4 
CRM Salesforce Inc
-2.83%
-$27,138.72 
G Genpact Ltd.
-2.58%
-$14,974.45 
KBH KB Home
-2.33%
-$9,458.2 
ADP Automatic Data Processing Inc.
-2.2%
-$18,506.66 
AAPL Apple Inc.
-2.14%
-$481,222.93 
ICE Intercontinental Exchange, Inc.
-1.57%
-$8,652.4 
WM Waste Management, Inc.
-1.33%
-$16,466.78 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.19%
-$27,101.91 
XLV Health Care Select Sector SPDR Fund
-1.02%
-$3,732.7 
TRV The Travelers Companies, Inc.
-1.01%
-$8,690.9 
OTIS Otis Worldwide Corporation
-1%
-$2,040.66 
DTEC Alps Disruptive Technologies ETF
-0.99%
-$2,401.5 
V Visa Inc. Class A
-0.99%
-$10,110.12 
ABT Abbott Laboratories
-0.97%
-$14,507.08 
AMT American Tower Corporation
-0.9%
-$5,368.05 
CME CME Group Inc.
-0.88%
-$2,582.15 
EFAD ProShares EAFE Dividend Growers Fund
-0.87%
-$4,073.21 
AMZN Amazon.com Inc
-0.86%
-$21,485.52 
EHC Encompass Health Corporation
-0.82%
-$12,959.12 
CB Chubb Limited
-0.8%
-$36,007.79 
ELV Elevance Health, Inc.
-0.75%
-$3,163.16 
ALL Allstate Corporation
-0.74%
-$34,774.11 
CCI Crown Castle Inc.
-0.73%
-$3,533.37 
MA Mastercard Incorporated
-0.68%
-$1,996.99 
GOOG Alphabet Inc
-0.63%
-$24,142.5 
GOOGL Alphabet Inc
-0.63%
-$23,182.9 
PLTR Palantir Technologies Inc.
-0.61%
-$2,952 
COST Costco Wholesale Corporation
-0.59%
-$9,741.93 
MO Altria Group, Inc.
-0.58%
-$3,426.93 
VZ Verizon Communications Inc.
-0.49%
-$5,020.25 
DHI D.R. Horton, Inc.
-0.45%
-$2,825.32 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.42%
-$2,867.52 
COWZ Pacer US Cash Cows 100 ETF
-0.4%
-$8,626.02 
RTX RTX Corporation
-0.39%
-$8,025 
CMCSA Comcast Corp
-0.38%
-$1,612.26 
AWK American Water Works Company, Inc.
-0.37%
-$1,837.87 
BUFB Innovator Laddered Allocation Buffer ETF
-0.36%
-$10,265.22 
VDC VANGUARD CONSUMER STAPLES ETF
-0.34%
-$744.9 
XEL Xcel Energy Inc.
-0.33%
-$2,721.16 
AFL Aflac Inc.
-0.29%
-$1,748.88 
AFG American Financial Group Inc.
-0.27%
-$931 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.27%
-$854.84 
NEE NextEra Energy, Inc.
-0.27%
-$2,895.2 
CAH Cardinal Health Inc.
-0.27%
-$1,710 
LIN Linde plc
-0.25%
-$953.76 
DUK Duke Energy Corporation
-0.25%
-$5,024.48 
JBND JPMorgan Active Bond ETF
-0.24%
-$2,496.13 
THYF T. Rowe Price U.S. High Yield ETF
-0.21%
-$1,794.87 
PPL PPL Corporation
-0.2%
-$384.58 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.17%
-$524.55 
BRK-B Berkshire Hathaway Inc.
-0.14%
-$2,059.72 
EVTR Eaton Vance Total Return Fund
-0.12%
-$4,442.1 
CGCB Capital Group Core Bond ETF
-0.12%
-$2,675.55 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.11%
-$622.6 
D Dominion Energy, Inc.
-0.11%
-$301.05 
JCPB JPMorgan Core Plus Bond ETF
-0.1%
-$5,730.21 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.07%
-$627.09 
PREF Principal Spectrum Preferred Securities Active ETF
-0.05%
-$287.68 
AEP American Electric Power Company, Inc.
-0.04%
-$213 
JSCP JPMorgan Short Duration Core Plus ETF
-0.03%
-$763.73 
MRK Merck & Co., Inc.
-0.02%
-$859.17 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$158.01 
UNH UnitedHealth Group Incorporated
-0.02%
-$85.12 Events
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Dividends
Dividend Analysis
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| Trades 1347 | Longs Won 954/1347 70% | Profit Factor 7.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $373,755.49 |
| Average Win $96,665.12 | Best Trade (Jul 19) $8.29M | Sharpe Ratio -9.59 |
| Average Loss -$31,048.78 | Worst Trade (Mar 30) -$2.31M | Z-Score 7.24 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $59,403.38 |
| 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 |
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Returns
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FAQ
Which stocks have generated the highest profits for Desaree Tatum?
The largest contributions to the portfolio's profits come from the following stocks: U.S. Bancorp - $5.1M, Walmart Inc - $3.3M, Johnson & Johnson - $1.94M, Cincinnati Financial Corporation - $1.75M, and Caterpillar Inc - $1.65M. 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: Procter & Gamble Co - $1.95M, Intel Corporation - $586,716.17, Crescent Energy Inc - $353,170.25, Northern Oil and Gas Inc - $303,740.38, and Diamondback Energy Inc - $287,533.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Desaree Tatum's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.79M earned over time. The largest contributors to dividend income include U.S. Bancorp - $1.01M, Procter & Gamble Co - $903,549.21, JPMorgan Chase & Co - $350,365.75, JPMorgan Core Plus Bond ETF - $311,126.57, and AbbVie Inc - $303,004.84. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Desaree Tatum's monthly returns?
Desaree Tatum's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Desaree Tatum's strategy be considered aggressive or moderate?
Desaree Tatum's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Desaree Tatum's strategy?
Desaree Tatum's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
