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:
30.59%
Gain -0.69%
Monthly
0.97%
Yearly
12.22%
Drawdown
15.71%
$411.15M
Equity
Holdings
$411.15M
Investment
$344.66M
$88.14M
Profit -$2.71M
Realized
$21.65M
Unrealized
$66.49M
Dividends
$14.54M
Goals
Avg. 82% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.69%
Profit
-$2.71M
Win %
67%
This Week
Compared To Last Week
Gain
-0.1%
Profit
-$414,718.51
Win %
67%
This Month
Compared to last month
Gain
2.54%
Profit
$10.16M
Win %
67%
This Year
Compared to last year
Gain
3.18%
Profit
$12.66M
Win %
71%
CCI Crown Castle Inc.
+9.56%
+$63,373.7 
COP ConocoPhillips
+3.82%
+$110,199.2 
AMT American Tower Corporation
+3.52%
+$42,815.93 
MU Micron Technology Inc.
+3.4%
+$81,767.94 
OXY Occidental Petroleum Corp.
+3.16%
+$8,196.25 
XOP State Street SPDR S&P Oil & Gas Exploration & Production ETF
+2.64%
+$32,806.43 
JBL Jabil Inc.
+2.58%
+$15,869.92 
P Everpure Inc. Class A Common Stock
+2.54%
+$27,566 
CVX Chevron Corporation
+2.47%
+$131,941.84 
DRLL Strive U.S. Energy ETF
+2.43%
+$12,424.32 
XOM ExxonMobil Holdings Corporation
+2.24%
+$80,880 
HONA Honeywell Aerospace Inc.
+2.12%
+$7,597.55 
VTS Vitesse Energy Inc.
+1.91%
+$3,807.32 
SNOW Snowflake Inc. Common Stock
+1.87%
+$4,893.11 
ET Energy Transfer LP
+1.72%
+$19,083.27 
MEDP Medpace Holdings, Inc.
+1.54%
+$5,196.34 
INTC Intel Corporation
+1.48%
+$5,843.03 
KEYS Keysight Technologies, Inc.
+1.48%
+$5,232.36 
TXN Texas Instruments Inc.
+1.43%
+$3,956 
IGV iShares Expanded Tech-Software Sector ETF
+1.39%
+$22,295.15 
KBH KB Home
+1.39%
+$4,540.8 
AMD Advanced Micro Devices Inc.
+1.38%
+$51,628.39 
ORCL Oracle Corporation
+1.37%
+$23,432.4 
CSCO Cisco Systems, Inc.
+1.34%
+$76,427.79 
AMAT Applied Materials Inc.
+1.15%
+$4,122.17 
GLW Corning Incorporated
+1.11%
+$3,303.72 
FCX Freeport-McMoRan Inc.
+1.07%
+$20,137.65 
QCOM QUALCOMM Incorporated
+1.03%
+$10,948.78 
ADI Analog Devices, Inc.
+1%
+$39,109.42 
NUE Nucor Corporation
+0.91%
+$3,647.2 
TER Teradyne, Inc.
+0.72%
+$1,960.26 
SMH VanEck Semiconductor ETF
+0.71%
+$3,085.52 
MSFT Microsoft Corporation Common Stock
+0.71%
+$132,698.67 
SNX TD SYNNEX Corporation
+0.71%
+$2,095.74 
JCI Johnson Controls International plc
+0.69%
+$11,162.25 
ASML ASML Holding N.V. NY Registered Shares
+0.67%
+$2,200.79 
VALE Vale S.A. American Depositary Shares
+0.66%
+$880 
STX Seagate Technology Holdings plc
+0.65%
+$898.8 
SOXX iShares Semiconductor ETF
+0.64%
+$1,481.67 
ABT Abbott Laboratories
+0.63%
+$8,584.55 
AXON Axon Enterprise, Inc.
+0.63%
+$1,310 
ROK Rockwell Automation Inc.
+0.62%
+$1,393.9 
EMR Emerson Electric Co.
+0.48%
+$7,230.39 
VRT Vertiv Holdings Co Class A Common Stock
+0.43%
+$877.8 
DTEC ALPS Disruptive Technologies ETF
+0.41%
+$1,063.5 
SYK Stryker Corp.
+0.33%
+$3,750.52 
FTMU Franklin Municipal Income ETF
+0.33%
+$625.98 
AVGO Broadcom Inc.
+0.28%
+$7,180.79 
ABBV AbbVie Inc.
+0.26%
+$15,489.14 
LRCX Lam Research Corp.
+0.25%
+$1,211.62 
CGHM Capital Group Municipal High-Income ETF
+0.24%
+$3,118.92 
PSX Phillips 66
+0.22%
+$3,792.6 
BA The Boeing Company
+0.18%
+$779.28 
QQQ Invesco QQQ Trust, Series 1
+0.18%
+$1,642.54 
GEV GE Vernova Inc.
+0.16%
+$1,094.29 
VTEB Vanguard Tax-Exempt Bond ETF
+0.15%
+$619.87 
ARKQ ARK Autonomous Technology & Robotics ETF
+0.13%
+$406.35 
HBAN HubSpot Inc.
+0.13%
+$1,116.07 
CME CME Group Inc. Class A Common Stock
+0.1%
+$360.59 
CMI Cummins Inc.
+0.08%
+$125.95 
MPC Marathon Petroleum Corp.
+0.06%
+$1,985.22 
BIL State Street SPDR Bloomberg 1-3 Month T-Bill ETF
+0.04%
+$123.48 
IBM International Business Machines Corporation
+0.04%
+$581.4 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.02%
+$79.67 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
GPGI GPGI, Inc. Class A Common Stock
-8.45%
-$14,416 
GL Globe Life Inc.
-7.81%
-$53,086.55 
T AT&T Inc.
-5.96%
-$124,509.6 
DG Dollar General Corp.
-5.75%
-$29,901.3 
MET MetLife, Inc.
-4.89%
-$16,431.87 
YUM Yum! Brands, Inc.
-4.13%
-$14,737.8 
AXP American Express Company
-4%
-$19,511 
NEM Newmont Corporation
-3.84%
-$23,898.25 
NVS Novartis AG Sponsored ADR
-3.34%
-$31,621.7 
XPO XPO, Inc.
-3.3%
-$43,575 
PRU Prudential Financial, Inc.
-3.14%
-$7,627.76 
CLX The Clorox Company
-3.08%
-$5,954.13 
HD The Home Depot, Inc.
-3%
-$31,868.89 
PG The Procter & Gamble Company
-2.87%
-$596,618.4 
PEP PepsiCo, Inc.
-2.79%
-$43,285.28 
SYY Sysco Corp.
-2.76%
-$12,296 
MDLZ Mondelēz International, Inc. Class A Common Stock
-2.73%
-$28,930.34 
CAT Caterpillar Inc.
-2.52%
-$103,122.55 
G Genpact Limited
-2.5%
-$17,770.22 
KO The Coca-Cola Company
-2.49%
-$65,578.5 
AFL Aflac Incorporated
-2.49%
-$14,631.62 
WDC Western Digital Corp.
-2.45%
-$7,404.18 
GE General Electric Company
-2.44%
-$25,324.96 
LLY Eli Lilly and Company
-2.35%
-$244,880.94 
NSC Norfolk Southern Corp.
-2.34%
-$21,088.09 
ALL The Allstate Corporation
-2.28%
-$107,964.06 
WY Weyerhaeuser Co.
-2.27%
-$4,896 
MCD McDonald's Corporation
-2.17%
-$52,954.2 
BMY Bristol-Myers Squibb Company
-2.15%
-$10,444.34 
MA Mastercard Inc. Class A Common Stock
-2.08%
-$7,008.96 
BYRN Byrna Technologies Inc.
-2.07%
-$1,450 
HPQ HP Inc.
-2.01%
-$19,165.8 
MO Altria Group, Inc.
-2%
-$11,997.36 
UNP Union Pacific Corp.
-1.98%
-$36,795.64 
VDC Vanguard Consumer Staples ETF
-1.98%
-$4,593.55 
PIPR Piper Sandler Companies
-1.96%
-$7,124.04 
CB Chubb Limited
-1.96%
-$90,331.57 
CSX CSX Corporation
-1.86%
-$24,955.2 
RTX RTX Corporation
-1.77%
-$36,710.03 
JNJ Johnson & Johnson
-1.75%
-$126,042.41 
AFG American Financial Group Inc
-1.74%
-$6,018.77 
CAH Cardinal Health, Inc.
-1.74%
-$11,401.42 
KR The Kroger Co.
-1.74%
-$22,733.88 
JPM JPMorgan Chase & Co.
-1.69%
-$166,895.73 
XEL Xcel Energy Inc.
-1.69%
-$13,756.19 
COR Cencora Inc.
-1.65%
-$14,763.22 
PSLV Sprott Physical Silver Trust
-1.59%
-$12,220.43 
CP Canadian Pacific Kansas City Ltd.
-1.57%
-$7,729.2 
CRM Salesforce, Inc.
-1.56%
-$17,659.15 
V Visa Inc. Class A
-1.53%
-$17,888.58 
MRSH Marsh & McLennan Companies, Inc.
-1.51%
-$5,574.54 
MRK Merck & Co., Inc.
-1.51%
-$63,512.27 
EHC Encompass Health Corporation
-1.5%
-$26,740.64 
PFE Pfizer Inc.
-1.46%
-$9,244.87 
ITW Illinois Tool Works Inc.
-1.45%
-$3,970.68 
ZTS Zoetis Inc. Class A Common Stock
-1.4%
-$4,736.85 
AEP American Electric Power Company, Inc.
-1.39%
-$7,731.9 
WMT Walmart Inc.
-1.39%
-$118,473.6 
FWONK Liberty Media Corporation Series C Liberty Formula One Common Stock
-1.37%
-$5,243.75 
SBUX Starbucks Corp.
-1.37%
-$3,557.25 
EVR Evercore Inc. Class A Common Stock
-1.35%
-$3,450 
VZ Verizon Communications Inc.
-1.35%
-$14,133.7 
CINF Cincinnati Financial Corporation
-1.35%
-$77,832 
TRV The Travelers Companies, Inc.
-1.33%
-$12,535.4 
COST Costco Wholesale Corp
-1.31%
-$23,486.1 
CCJ Cameco Corporation
-1.31%
-$31,179.37 
B BARRICK MINING CORP Common Stock (ABR0)
-1.29%
-$4,303 
PEG Public Service Enterprise Group Inc.
-1.29%
-$5,383.38 
TJX The TJX Companies, Inc.
-1.25%
-$3,330 
AMGN Amgen Inc. Common Stock
-1.25%
-$17,394 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-1.22%
-$8,494.56 
ITA iShares U.S. Aerospace & Defense ETF
-1.18%
-$3,598.35 
VIGI Vanguard International Dividend Appreciation ETF
-1.12%
-$12,179.31 
SO The Southern Company
-1.11%
-$4,656.52 
WFC Wells Fargo & Company
-1.11%
-$3,893.44 
EQIX Equinix, Inc.
-1.11%
-$7,536.1 
SCHW The Charles Schwab Corporation
-1.08%
-$6,665.67 
TMO Thermo Fisher Scientific Inc.
-1.06%
-$4,896.38 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-1.01%
-$5,786.46 
TM Toyota Motor Corporation Sponsored ADR
-1.01%
-$2,551.59 
ADP Automatic Data Processing Inc.
-1%
-$9,896.04 
XLV State Street Health Care Select Sector SPDR ETF
-0.99%
-$4,099.1 
MMM 3M Company
-0.96%
-$5,340.94 
BRK-B Berkshire Hathaway Inc.
-0.96%
-$15,531.36 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-0.96%
-$2,012.4 
TSLA Tesla, Inc.
-0.93%
-$3,697.39 
PM Philip Morris International Inc.
-0.92%
-$22,540.52 
USB U.S. Bancorp
-0.92%
-$151,306.1 
MCHP Microchip Technology Inc.
-0.91%
-$2,957.32 
ITB iShares U.S. Home Construction ETF
-0.88%
-$1,600 
CMCSA Comcast Corp. Class A Common Stock
-0.88%
-$3,583.2 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.86%
-$1,259.65 
BAC Bank of America Corporation
-0.86%
-$8,892 
COWZ Pacer US Cash Cows 100 ETF
-0.86%
-$21,679.37 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$14,320.6 
VIG Vanguard Dividend Appreciation ETF
-0.85%
-$5,262.62 
RVT Royce Small-Cap Trust, Inc.
-0.84%
-$3,677.52 
WCC WESCO International, Inc.
-0.84%
-$9,343.17 
RSP Invesco S&P 500 Equal Weight ETF
-0.84%
-$20,948.01 
PAVE Global X U.S. Infrastructure Development ETF
-0.83%
-$2,684.49 
AZN AstraZeneca PLC American Depositary Shares
-0.82%
-$6,225.15 
DUK Duke Energy Corporation
-0.8%
-$16,211 
UNH UnitedHealth Group Inc.
-0.75%
-$3,891.21 
GLD SPDR Gold Shares
-0.73%
-$2,241.17 
CALF Pacer US Small Cap Cash Cows ETF
-0.73%
-$2,612.47 
D Dominion Energy, Inc.
-0.73%
-$1,888.12 
JEPI JPMorgan Equity Premium Income ETF
-0.72%
-$18,306.5 
VYM Vanguard High Dividend Yield ETF
-0.71%
-$3,056.6 
TMSL T. Rowe Price Small-Mid Cap ETF
-0.7%
-$16,802.02 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.7%
-$15,681.6 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.69%
-$1,058.91 
NOC Northrop Grumman Corporation
-0.69%
-$3,554.71 
FNDX Schwab Fundamental U.S. Large Company ETF
-0.69%
-$8,060.85 
APD Air Products and Chemicals Inc.
-0.69%
-$5,101.98 
IJH iShares Core S&P Mid-Cap ETF
-0.67%
-$1,652.28 
META Meta Platforms Inc Class A
-0.67%
-$6,445.41 
IEFA iShares Core MSCI EAFE ETF
-0.65%
-$2,889.37 
GOOGL Alphabet Inc
-0.63%
-$22,058 
CGUS Capital Group Core Equity ETF
-0.63%
-$3,332.84 
FFA First Trust Enhanced Equity Income Fund
-0.63%
-$6,825.84 
ELV Elevance Health, Inc.
-0.63%
-$3,085.74 
KLAC KLA Corporation
-0.62%
-$12,347.79 
JAVA JPMorgan Active Value ETF
-0.61%
-$13,079.46 
SRE Sempra
-0.6%
-$3,502.17 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.59%
-$1,748.7 
AAPL Apple Inc.
-0.59%
-$136,158.39 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.59%
-$4,165.04 
MDY State Street SPDR S&P MidCap 400 ETF Trust
-0.58%
-$1,861.47 
CARR Carrier Global Corp.
-0.57%
-$1,184.95 
PPA Invesco Aerospace & Defense ETF
-0.57%
-$1,100.94 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.57%
-$9,232.58 
VB Vanguard Small-Cap ETF
-0.57%
-$5,811.47 
BNY Bank of New York Mellon Corp.
-0.57%
-$8,250.1 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.56%
-$1,709.76 
PVAL Putnam Focused Large Cap Value ETF
-0.56%
-$2,327.15 
GD General Dynamics Corp.
-0.56%
-$1,143.64 
PLD Prologis, Inc.
-0.55%
-$1,299.96 
VCLT Vanguard Long-Term Corporate Bond ETF
-0.54%
-$4,061.44 
JOBY Joby Aviation, Inc.
-0.53%
-$275 
VYMI Vanguard International High Dividend Yield ETF
-0.53%
-$3,024 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$2,279.01 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-0.52%
-$14,160.3 
SPLB State Street SPDR Portfolio Long Term Corporate Bond ETF
-0.5%
-$1,008 
AWK American Water Works Company, Inc.
-0.5%
-$2,662.5 
AMZN Amazon.com Inc
-0.49%
-$12,491.88 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.49%
-$945.88 
SCHF Schwab International Equity ETF
-0.48%
-$2,522 
ICE Intercontinental Exchange, Inc.
-0.48%
-$3,065.2 
IDOG ALPS International Sector Dividend Dogs ETF
-0.48%
-$1,474.13 
STEW SRH Total Return Fund, Inc.
-0.47%
-$1,687.76 
FMDE Fidelity Enhanced Mid Cap Core ETF
-0.47%
-$2,808.78 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.46%
-$1,431.4 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$1,463.66 
IVV iShares Core S&P 500 ETF
-0.46%
-$3,059.31 
VEA Vanguard FTSE Developed Markets ETF
-0.46%
-$1,081.92 
VOO Vanguard S&P 500 ETF
-0.46%
-$13,437.02 
FITB Fifth Third Bancorp
-0.44%
-$3,739.32 
GOOG Alphabet Inc
-0.44%
-$14,988.41 
SPY State Street SPDR S&P 500 ETF Trust
-0.44%
-$3,521.3 
VTI Vanguard Total Stock Market ETF
-0.43%
-$4,944.97 
LIN Linde plc
-0.43%
-$1,641.53 
USA Liberty All Star Equity Fund
-0.42%
-$1,295.62 
DWLD Davis Select Worldwide ETF
-0.41%
-$6,195.1 
BGIG Bahl & Gaynor Income Growth ETF
-0.41%
-$8,100.3 
VXUS Vanguard Total International Stock ETF
-0.4%
-$1,099.23 
OSCV Opus Small Cap Value ETF
-0.4%
-$1,252.8 
EFAD ProShares MSCI EAFE Dividend Growers ETF
-0.39%
-$1,939.68 
DHI D.R. Horton, Inc.
-0.39%
-$2,285.7 
NEE NextEra Energy Inc.
-0.37%
-$3,690.5 
BUFB Innovator Laddered Allocation Buffer ETF
-0.36%
-$12,326.45 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.36%
-$4,359.99 
FNDF Schwab Fundamental International Equity ETF
-0.35%
-$10,293.63 
NVDA NVIDIA Corporation
-0.34%
-$14,878.76 
GNRC Generac Holdings Inc.
-0.32%
-$1,019.43 
WM Waste Management Inc.
-0.32%
-$3,923.12 
IVW iShares S&P 500 Growth ETF
-0.28%
-$1,094.78 
TT Trane Technologies plc
-0.28%
-$582.8 
AVUV Avantis U.S. Small Cap Value ETF
-0.27%
-$10,314.48 
BUFR FT Vest Laddered Buffer ETF
-0.27%
-$3,970.6 
THYF T. Rowe Price U.S. High Yield ETF
-0.26%
-$2,277.73 
SCHY Schwab International Dividend Equity ETF
-0.26%
-$1,444.98 
CGCB Capital Group Core Bond ETF
-0.22%
-$5,780.51 
AMH American Homes 4 Rent Class A
-0.22%
-$1,106.28 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.21%
-$1,400.56 
EVTR Eaton Vance Total Return Bond ETF
-0.19%
-$7,765.49 
ETN Eaton Corporation plc
-0.18%
-$5,212.8 
BND Vanguard Total Bond Market ETF
-0.17%
-$1,084.25 
PREF Principal Spectrum Preferred Securities Active ETF
-0.16%
-$997.11 
MSI Motorola Solutions, Inc.
-0.15%
-$1,173.2 
UTF Cohen & Steers Infrastructure Fund, Inc.
-0.14%
-$306.99 
AGG iShares Core U.S. Aggregate Bond ETF
-0.14%
-$3,345.16 
DE Deere & Company
-0.14%
-$4,594.92 
JBND JPMorgan Active Bond ETF
-0.12%
-$1,391.71 
VLO Valero Energy Corporation
-0.12%
-$9,087.91 
JCPB JPMorgan Core Plus Bond ETF
-0.12%
-$7,429.12 
VONG Vanguard Russell 1000 Growth ETF
-0.12%
-$351 
ADM Archer-Daniels-Midland Company
-0.11%
-$849.78 
ARKK ARK Innovation ETF
-0.09%
-$344.4 
PTLC Pacer Trendpilot US Large Cap ETF
-0.07%
-$169 
CGNG Capital Group New Geography Equity ETF
-0.06%
-$507.62 
IAT iShares U.S. Regional Banks ETF
-0.05%
-$535.5 
CTAS Cintas Corporation
-0.05%
-$1,216.74 
JSCP JPMorgan Short Duration Core Plus ETF
-0.02%
-$526.86 
JGRO JPMorgan Active Growth ETF
-0.01%
-$210.94 
TBUX T. Rowe Price Ultra Short-Term Bond Fund
-0.01%
-$78.39 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1581 | Longs Won 1082/1581 68% | Profit Factor 4.86 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $401,083.11 |
| Average Win $102,560.55 | Best Trade (Oct 23) $8.91M | Sharpe Ratio -9.31 |
| Average Loss -$45,761.05 | Worst Trade (Mar 30) -$2.31M | Z-Score -1.78 (93.98%) |
| Commissions $0 | Avg. Trade Length 1y 2w 5d | Expectancy $55,746.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,009 | 8,108 | 7,207 | 6,306 | 5,405 | 4,505 | 3,604 | 2,703 | 1,802 | 901 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 65,777 | $13.85M | $22.77M | - | $8.91M | 64.35% | -0.594% |
| ABBV AbbVie Inc. | 21,218 | $3.55M | $6.07M | - | $2.52M | 70.96% | +0.256% |
| ABT Abbott Laboratories | 13,207 | $1.37M | $1.36M | - | -$11,357.54 | -0.83% | +0.634% |
| ADI Analog Devices, Inc. | 10,132 | $2.34M | $3.95M | - | $1.61M | 68.75% | +1.001% |
| ADM Archer-Daniels-Midland Company | 9,442 | $579,361.05 | $752,999.5 | - | $173,638.45 | 29.97% | -0.113% |
| ADP Automatic Data Processing Inc. | 3,213 | $760,803.47 | $979,515.18 | - | $218,711.71 | 28.75% | -1% |
| AEP American Electric Power Company, Inc. | 4,260 | $395,231.65 | $548,794.5 | - | $153,562.85 | 38.85% | -1.389% |
| AFG American Financial Group Inc | 2,250 | $279,052.53 | $339,266.25 | - | $60,213.72 | 21.58% | -1.743% |
| AFL Aflac Incorporated | 4,766 | $424,412.38 | $572,873.2 | - | $148,460.82 | 34.98% | -2.49% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,779 | $2.45M | $2.38M | - | -$74,212.69 | -3.03% | -0.14% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 23,232 | $1.79M | $2.22M | - | $428,374.08 | 23.93% | -0.702% |
| ALL The Allstate Corporation | 18,268 | $2.89M | $4.63M | - | $1.73M | 59.81% | -2.281% |
| AMAT Applied Materials Inc. | 952 | $250,502.06 | $361,674.32 | - | $111,172.26 | 44.38% | +1.153% |
| AMD Advanced Micro Devices Inc. | 7,344 | $1.19M | $3.78M | - | $2.6M | 218.92% | +1.384% |
| AMGN Amgen Inc. Common Stock | 3,120 | $980,409.73 | $1.38M | - | $397,709.87 | 40.57% | -1.246% |
| AMH American Homes 4 Rent Class A | 15,804 | $591,860.08 | $503,041.32 | - | -$88,818.76 | -15.01% | -0.219% |
| AMT American Tower Corporation | 6,690 | $1.19M | $1.26M | - | $65,177.03 | 5.47% | +3.525% |
| AMZN Amazon.com Inc | 10,156 | $2.05M | $2.53M | - | $482,289.49 | 23.55% | -0.491% |
| APD Air Products and Chemicals Inc. | 2,418 | $614,462.98 | $740,173.98 | - | $125,711 | 20.46% | -0.685% |
| ARKK ARK Innovation ETF | 4,920 | $226,123.03 | $402,406.8 | - | $176,283.77 | 77.96% | -0.086% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $5.12M, Walmart Inc - $3.33M, Johnson & Johnson - $1.98M, Cincinnati Financial Corporation - $1.78M, and Caterpillar Inc - $1.66M. 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: The Procter & Gamble Company - $1.81M, Intel Corporation - $544,131.47, Northern Oil and Gas, Inc - $302,421.13, Crescent Energy Company - $293,894.25, 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 $14.54M earned over time. The largest contributors to dividend income include The Procter & Gamble Company - $1.04M, U.S. Bancorp - $1.02M, JPMorgan Chase & Co - $442,922.2, AbbVie Inc - $376,419.12, and JPMorgan Core Plus Bond ETF - $356,644.16. 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.
2026 © Marketlog. All Rights Reserved.
