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:
33.56%
Gain +1.26%
Monthly
1.25%
Yearly
16.02%
Drawdown
15.47%
$219.19M
Equity
Holdings
$219.19M
Investment
$166.41M
$74.16M
Profit +$3.18M
Realized
$21.39M
Unrealized
$52.77M
Dividends
$12.28M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.26%
Profit
$3.18M
Win %
79%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$2.15M
Win %
79%
This Month
Compared to last month
Gain
-1.31%
Profit
-$2.91M
Win %
79%
This Year
Compared to last year
Gain
-41.54%
Profit
-$148.67M
Win %
80%
AMAT Applied Materials, Inc.
+11.17%
+$52,290.41 
ASML ASML Holding N.V. New York Registry Shares
+9.48%
+$34,526.11 
AMD Advanced Micro Devices, Inc.
+7.96%
+$276,885.82 
FCX Freeport-McMoRan Inc.
+6.85%
+$125,417.5 
SMH VanEck Semiconductor ETF
+6.78%
+$31,927.5 
XAR SPDR S&P Aerospace & Defense ETF
+6.64%
+$15,646.79 
PSLV Sprott Physical Silver Trust
+6.18%
+$63,909.65 
VRT Vertiv Holdings Co
+6.06%
+$17,983.68 
BA Boeing Company
+6.05%
+$28,970.88 
JOBY Joby Aviation, Inc.
+5.53%
+$5,390 
DHI D.R. Horton, Inc.
+5.28%
+$33,535.85 
B BARRICK MINING CORP Common Stock (ABR0)
+5.2%
+$17,329.86 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+5.17%
+$10,773.04 
KEYS Keysight Technologies, Inc.
+4.98%
+$18,307.55 
ADI Analog Devices, Inc.
+4.96%
+$200,496.38 
ETN Eaton Corporation plc
+4.88%
+$142,218.24 
AMGN Amgen Inc.
+4.79%
+$50,253.05 
ARKQ Ark Autonomous Technology & Robotics ETF
+4.75%
+$16,010.19 
TSLA Tesla, Inc.
+4.63%
+$18,429.81 
AIRR First Trust RBA American Industrial Renaissance ETF
+4.58%
+$130,552.6 
GEV GE Vernova Inc.
+4.52%
+$34,896.91 
EVR Evercore Inc.
+4.27%
+$14,550 
CCJ Cameco Corporation
+4.17%
+$120,087 
KBH KB Home
+4.14%
+$15,595.2 
CGNG Capital Group New Geography Equity ETF
+4.09%
+$31,575.15 
NVS Novartis AG Sponsored ADR
+3.92%
+$35,131.86 
RTX RTX Corporation
+3.83%
+$72,760 
TMSL T. Rowe Price Small-Mid Cap ETF
+3.71%
+$79,711.5 
SNX TD Synnex Corporation
+3.57%
+$11,493.57 
AVGO Broadcom Inc.
+3.47%
+$103,251.52 
PAVE Global X U.S. Infrastructure Development ETF
+3.43%
+$11,208.92 
QQQ Invesco QQQ Trust, Series 1
+3.31%
+$30,507.73 
ARKK ARK Innovation ETF Fund
+3.14%
+$11,846.79 
GLD SPDR Gold Shares
+3.12%
+$9,507.52 
IEFA iShares Core MSCI EAFE ETF
+2.99%
+$13,532.6 
WCC Wesco International Inc.
+2.94%
+$36,125.25 
VALE Vale S.A.
+2.91%
+$4,785 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
+2.63%
+$17,481.34 
CARR Carrier Global Corporation
+2.62%
+$6,489.88 
MDY SPDR S&P MidCap 400 ETF Trust
+2.54%
+$8,215.47 
CSCO Cisco Systems, Inc.
+2.53%
+$172,482.03 
CAH Cardinal Health Inc.
+2.29%
+$14,107.5 
IDOG Alps International Sector Dividend Dogs ETF
+2.26%
+$7,069.73 
JGRO JPMorgan Active Growth ETF
+2.22%
+$43,631.46 
FMDE Fidelity Enhanced Mid Cap ETF
+2.21%
+$10,781.82 
NVDA NVIDIA Corporation
+2.17%
+$90,853.68 
AVUV Avantis U.S. Small Cap Value ETF
+1.95%
+$72,905.12 
CGUS Capital Group Core Equity ETF
+1.93%
+$6,840.9 
JAVA JPMorgan Active Value ETF
+1.83%
+$35,987 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.76%
+$2,688.01 
BNY BlackRock New York Municipal Income Trust
+1.73%
+$24,200 
SPY SPDR S&P 500 ETF Trust
+1.71%
+$13,036.14 
MET MetLife Inc.
+1.68%
+$4,571.85 
PTLC Pacer Trendpilot US Large Cap ETF
+1.68%
+$4,013.75 
AXP American Express Company
+1.64%
+$7,817.7 
GL Globe Life Inc.
+1.59%
+$10,779.58 
RSP Invesco S&P 500 Equal Weight ETF
+1.57%
+$35,614.08 
VONG Vanguard Russell 1000 Growth Fund
+1.49%
+$4,305.6 
JPM JPMorgan Chase & Co.
+1.42%
+$130,614 
AMZN Amazon.com Inc
+1.4%
+$33,063.83 
AAPL Apple Inc.
+1.39%
+$272,581.2 
MRK Merck & Co., Inc.
+1.39%
+$47,254.46 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
+1.35%
+$2,795 
CALF Pacer US Small Cap Cash Cows 100 ETF
+1.35%
+$4,091.02 
BDJ BlackRock Enhanced Equity Dividend Trust
+1.31%
+$1,830 
LIN Linde plc
+1.23%
+$4,720.03 
VCLT Vanguard Long-Term Corporate Bond Fund
+1.18%
+$10,199 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
+1.17%
+$31,753.4 
BAC Bank of America Corporation
+1.09%
+$12,075.52 
OSCV Opus Small Cap Value ETF
+1.02%
+$3,210.3 
PLD Prologis Inc.
+0.97%
+$2,653.98 
GOOG Alphabet Inc
+0.91%
+$35,126.14 
JEPI JPMorgan Equity Premium Income Fund
+0.9%
+$21,833.5 
MQY BlackRock MuniYield Quality Fund, Inc.
+0.88%
+$1,274.4 
BUFB Innovator Laddered Allocation Buffer ETF
+0.86%
+$24,313.91 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.86%
+$7,752.34 
BUFR FT Vestladder Buffer ETF-USD I
+0.85%
+$11,859.62 
XLV Health Care Select Sector SPDR Fund
+0.79%
+$2,770.9 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$16,256.73 
BGIG Bahl & Gaynor Income Growth ETF
+0.74%
+$13,780.05 
UTF Cohen & Steers Infrastructure Fund, Inc.
+0.74%
+$1,693.2 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+0.73%
+$4,046.9 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.73%
+$4,779.2 
OTIS Otis Worldwide Corporation
+0.7%
+$1,355.83 
MMM 3M Company
+0.68%
+$3,370.5 
PLTR Palantir Technologies Inc.
+0.67%
+$3,132 
SMDV ProShares Russell 2000 Dividend Growers ETF
+0.64%
+$1,890.8 
EVTR Eaton Vance Total Return Fund
+0.63%
+$23,691.2 
JBND JPMorgan Active Bond ETF
+0.6%
+$6,144.32 
JCPB JPMorgan Core Plus Bond ETF
+0.6%
+$35,654.64 
CGCB Capital Group Core Bond ETF
+0.57%
+$13,377.75 
ABT Abbott Laboratories
+0.56%
+$7,290.36 
THYF T. Rowe Price U.S. High Yield ETF
+0.54%
+$4,558.97 
APD Air Products and Chemicals, Inc.
+0.54%
+$3,687.19 
EQIX Equinix, Inc.
+0.45%
+$3,324.78 
GOOGL Alphabet Inc
+0.39%
+$14,581.1 
PREF Principal Spectrum Preferred Securities Active ETF
+0.32%
+$1,726.08 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$4,301.18 
JSCP JPMorgan Short Duration Core Plus ETF
+0.24%
+$5,855.23 
XEL Xcel Energy Inc.
+0.22%
+$1,779.22 
EFAD ProShares EAFE Dividend Growers Fund
+0.19%
+$891.56 
TRV The Travelers Companies, Inc.
+0.17%
+$1,188.32 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
+0.08%
+$574.6 
AFG American Financial Group Inc.
+0.05%
+$171.5 
ENB Enbridge Inc.
+0.04%
+$297.32 
CGHM Capital Group Municipal High-Income ETF
+0.04%
+$418.42 
ABC AmerisourceBergen Corporation
0%
$0 
ANTM Anthem Inc
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
JCI
0%
$0 
PSTG Pure Storage Inc.
0%
$0 
SEE Sealed Air Corporation
0%
$0 
ORCL Oracle Corporation
-8.58%
-$236,046.22 
VTS Vitesse Energy Inc.
-6.2%
-$17,371.5 
COP ConocoPhillips
-3.8%
-$90,702.96 
ADM Archer-Daniels-Midland Co
-2.92%
-$22,768.59 
NOW ServiceNow, Inc.
-2.81%
-$14,840.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
-2.75%
-$29,175.36 
XOM Exxon Mobil Corporation
-2.68%
-$82,296.63 
CRM Salesforce Inc
-2.6%
-$24,463.46 
WM Waste Management, Inc.
-2.48%
-$28,674.91 
DRLL Strive U.S. Energy ETF
-2.42%
-$10,238.56 
MO Altria Group, Inc.
-2.35%
-$13,550.16 
ADP Automatic Data Processing Inc.
-2.31%
-$17,551.69 
AMT American Tower Corporation
-1.69%
-$11,535.98 
ALL Allstate Corporation
-1.67%
-$68,628.27 
AWK American Water Works Company, Inc.
-1.6%
-$7,575 
CCI Crown Castle Inc.
-1.46%
-$8,357.2 
ET Energy Transfer L.P.
-1.42%
-$15,086.52 
V Visa Inc. Class A
-1.19%
-$10,884.58 
EHC Encompass Health Corporation
-0.98%
-$14,226.86 
ICE Intercontinental Exchange, Inc.
-0.98%
-$5,315.6 
VLO Valero Energy Corporation
-0.92%
-$42,186 
G Genpact Ltd.
-0.92%
-$5,591.73 
MPC Marathon Petroleum Corporation
-0.89%
-$17,251.32 
T AT&T Inc.
-0.86%
-$18,472 
CB Chubb Limited
-0.82%
-$34,788.14 
COST Costco Wholesale Corporation
-0.82%
-$14,088.19 
DUK Duke Energy Corporation
-0.67%
-$13,533.68 
AMH American Homes 4 Rent
-0.66%
-$3,476.88 
DWLD Davis Select Worldwide ETF
-0.62%
-$9,358.88 
CME CME Group Inc.
-0.6%
-$1,897.57 
AFL Aflac Inc.
-0.6%
-$3,400.6 
MA Mastercard Incorporated
-0.54%
-$1,422.96 
UNH UnitedHealth Group Incorporated
-0.51%
-$2,529.28 
META Meta Platforms Inc Class A
-0.45%
-$3,774 
DTEC Alps Disruptive Technologies ETF
-0.41%
-$950 
NEE NextEra Energy, Inc.
-0.39%
-$4,065.6 
PPL PPL Corporation
-0.36%
-$714.22 
CP Canadian Pacific Kansas City Limited
-0.31%
-$1,498.84 
VDC VANGUARD CONSUMER STAPLES ETF
-0.24%
-$534.8 
AEP American Electric Power Company, Inc.
-0.1%
-$553.8 
ABBV AbbVie Inc.
-0.08%
-$4,097.73 
D Dominion Energy, Inc.
-0.06%
-$160.56 
VZ Verizon Communications Inc.
-0.04%
-$467 
HPQ HP Inc.
-0.04%
-$303.85 Events
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Dividends
Dividend Analysis
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| Trades 1347 | Longs Won 959/1347 71% | Profit Factor 7.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $321,159.73 |
| Average Win $89,798.61 | Best Trade (Jun 11) $5.75M | Sharpe Ratio -82.01 |
| Average Loss -$30,804.39 | Worst Trade (Mar 30) -$2.31M | Z-Score 0.47 (35.94%) |
| Commissions $0 | Avg. Trade Length 1y 1d | Expectancy $55,059.21 |
| 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 | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
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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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