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:
29.27%
Gain -0.05%
Monthly
0.98%
Yearly
12.4%
Drawdown
15.71%
$406.87M
Equity
Holdings
$406.87M
Investment
$344.66M
$83.85M
Profit -$156,361.14
Realized
$21.65M
Unrealized
$62.21M
Dividends
$13.59M
Goals
Avg. 71% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.05%
Profit
-$156,361.14
Win %
70%
This Week
Compared To Last Week
Gain
-1.01%
Profit
-$4.15M
Win %
70%
This Month
Compared to last month
Gain
-0.37%
Profit
-$1.5M
Win %
70%
This Year
Compared to last year
Gain
2.1%
Profit
$8.38M
Win %
73%
ELV Elevance Health, Inc.
+4.95%
+$21,721.84 
AAPL Apple Inc.
+3.56%
+$738,675.71 
CMCSA Comcast Corp
+2.36%
+$10,391.28 
VTS Vitesse Energy Inc.
+2.31%
+$4,703.16 
PM Philip Morris International Inc.
+2.21%
+$50,076.12 
AZN AstraZeneca PLC American Depositary Shares
+1.71%
+$11,832.2 
ABBV AbbVie Inc.
+1.62%
+$86,463.35 
T AT&T Inc.
+1.61%
+$37,215.04 
HONA Honeywell Aerospace Inc.
+1.43%
+$4,771.83 
CSX CSX Corporation
+1.39%
+$17,416.65 
MO Altria Group, Inc.
+1.35%
+$7,261.56 
MET MetLife Inc.
+1.14%
+$3,532.69 
HPQ HP Inc.
+0.99%
+$9,019.2 
PNC The PNC Financial Services Group, Inc.
+0.96%
+$17,066 
KR Kroger Co.
+0.92%
+$10,018.32 
SYY Sysco Corporation
+0.92%
+$3,975 
MSI Motorola Solutions, Inc.
+0.86%
+$6,653.72 
AFG American Financial Group Inc.
+0.85%
+$2,695.5 
ADP Automatic Data Processing Inc.
+0.8%
+$6,779.43 
PRU Prudential Financial, Inc.
+0.76%
+$1,840.12 
SCHW Charles Schwab Corporation
+0.75%
+$5,352.73 
TM Toyota Motor Corporation
+0.74%
+$1,803.39 
NOC Northrop Grumman Corporation
+0.68%
+$3,246.84 
XOM Exxon Mobil Corporation
+0.63%
+$21,028.8 
GOOG Alphabet Inc
+0.61%
+$21,366.3 
HBAN Huntington Bancshares Incorporated
+0.6%
+$5,552.6 
GOOGL Alphabet Inc
+0.59%
+$20,982 
GL Globe Life Inc.
+0.57%
+$3,915.89 
ITW Illinois Tool Works Inc.
+0.48%
+$1,251.84 
USB U.S. Bancorp
+0.48%
+$82,530.6 
FITB Fifth Third Bancorp
+0.46%
+$3,978 
IAT iShares U.S. Regional Banks ETF
+0.46%
+$5,087.25 
GD General Dynamics Corporation
+0.46%
+$942.85 
VZ Verizon Communications Inc.
+0.44%
+$5,097.4 
ADM Archer-Daniels-Midland Co
+0.42%
+$3,399.12 
UNP Union Pacific Corporation
+0.39%
+$6,848.6 
COP ConocoPhillips
+0.37%
+$10,108.2 
KO The Coca-Cola Company
+0.32%
+$7,731.36 
CB Chubb Limited
+0.31%
+$13,194.48 
RTX RTX Corporation
+0.28%
+$5,860.8 
ET Energy Transfer L.P.
+0.28%
+$3,318.84 
QCOM QUALCOMM Incorporated
+0.27%
+$2,952.48 
PG Procter & Gamble Co
+0.25%
+$44,495.7 
MRSH Marsh & McLennan Companies, Inc.
+0.25%
+$814.88 
TJX The TJX Companies, Inc.
+0.24%
+$540 
CINF Cincinnati Financial Corporation
+0.23%
+$12,323.4 
XOP SPDR S&P Oil & Gas Exploration & Production ETF
+0.22%
+$2,715.45 
TRV The Travelers Companies, Inc.
+0.19%
+$1,654.3 
MSFT Microsoft Corp.
+0.16%
+$28,256.72 
DE Deere & Company
+0.13%
+$4,517.04 
MDLZ Mondelez International, Inc.
+0.08%
+$812.65 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$1,185.6 
BNY BlackRock New York Municipal Income Trust
+0.06%
+$1,000 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$46.3 
NVS Novartis AG Sponsored ADR
+0.01%
+$60.52 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
FCX Freeport-McMoRan Inc.
-6.56%
-$145,925 
LRCX Lam Research Corporation
-5.64%
-$37,246.87 
VRT Vertiv Holdings Co
-5.61%
-$15,413.75 
INTC Intel Corporation
-5.57%
-$27,344.48 
PSLV Sprott Physical Silver Trust
-5.33%
-$51,300.5 
ORCL Oracle Corporation
-5.23%
-$114,920.64 
MU Micron Technology, Inc.
-4.9%
-$141,360.52 
WDC Western Digital Corporation
-4.43%
-$18,232.9 
KBH KB Home
-3.96%
-$13,977.15 
TER Teradyne, Inc.
-3.52%
-$11,920.5 
GPGI GPGI Inc
-3.52%
-$6,392 
AMD Advanced Micro Devices, Inc.
-3.36%
-$128,483.28 
WCC Wesco International Inc.
-3.18%
-$38,849.85 
AMAT Applied Materials, Inc.
-3.17%
-$14,127.68 
GLW Corning Incorporated
-3.15%
-$12,712.14 
KLAC KLA Corporation
-3.13%
-$77,750.37 
P Everpure Inc.
-2.99%
-$25,955 
CCJ Cameco Corporation
-2.95%
-$89,170 
GEV GE Vernova Inc.
-2.9%
-$23,262.85 
SOXX iShares Semiconductor ETF
-2.77%
-$7,198.08 
JBL Jabil Inc.
-2.74%
-$19,684.7 
STX Seagate Technology Holdings plc
-2.66%
-$5,048.26 
GNRC Generac Holdings Inc.
-2.59%
-$8,138.55 
WY Weyerhaeuser Company
-2.57%
-$6,310.4 
B BARRICK MINING CORP Common Stock (ABR0)
-2.49%
-$9,552.66 
IBM International Business Machines Corporation
-2.46%
-$38,114 
SMH VanEck Semiconductor ETF
-2.44%
-$11,558.25 
ASML ASML Holding N.V. New York Registry Shares
-2.43%
-$8,838.9 
DHI D.R. Horton, Inc.
-2.43%
-$13,513.7 
NVDA NVIDIA Corporation
-2.36%
-$110,647.68 
ITB iShares U.S. Home Construction ETF
-2.28%
-$4,120 
AXON Axon Enterprise, Inc.
-2.28%
-$5,575 
CARR Carrier Global Corporation
-2.27%
-$4,794.49 
AMGN Amgen Inc.
-2.25%
-$27,456 
PLTR Palantir Technologies Inc.
-2.17%
-$12,536.72 
AMH American Homes 4 Rent
-2.12%
-$10,825.74 
NEM Newmont Corporation
-2%
-$14,061 
MCHP Microchip Technology Incorporated
-1.96%
-$6,219.07 
SYK Stryker Corporation
-1.93%
-$19,484.17 
MRK Merck & Co., Inc.
-1.91%
-$80,391.29 
EQIX Equinix, Inc.
-1.85%
-$13,763.75 
CSCO Cisco Systems, Inc.
-1.83%
-$108,794 
ARKK ARK Innovation ETF Fund
-1.8%
-$7,478.4 
ABT Abbott Laboratories
-1.77%
-$24,565.02 
CCI Crown Castle Inc.
-1.73%
-$10,926.5 
MPC Marathon Petroleum Corporation
-1.73%
-$49,811.1 
JOBY Joby Aviation, Inc.
-1.71%
-$1,210 
GLD SPDR Gold Shares
-1.71%
-$5,698.03 
CAH Cardinal Health Inc.
-1.68%
-$10,336.95 
KEYS Keysight Technologies, Inc.
-1.6%
-$6,015.5 
CGNG Capital Group New Geography Equity ETF
-1.54%
-$14,594.08 
EVR Evercore Inc.
-1.53%
-$4,420 
BYRN Byrna Technologies Inc.
-1.53%
-$797.5 
HD The Home Depot, Inc.
-1.53%
-$15,431.92 
ETN Eaton Corporation plc
-1.5%
-$47,835.84 
PAVE Global X U.S. Infrastructure Development ETF
-1.48%
-$4,994.4 
JCI Johnson Controls International plc
-1.44%
-$23,452 
RVT Royce Small-Cap Trust, Inc.
-1.43%
-$6,829.68 
META Meta Platforms Inc Class A
-1.42%
-$13,890.52 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
-1.41%
-$5,705.2 
AMT American Tower Corporation
-1.39%
-$16,323.6 
CP Canadian Pacific Kansas City Limited
-1.34%
-$6,563.04 
EMR Emerson Electric Co.
-1.3%
-$18,404.4 
CAT Caterpillar Inc.
-1.29%
-$61,385.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.29%
-$3,764.03 
G Genpact Ltd.
-1.29%
-$7,652.25 
AIRR First Trust RBA American Industrial Renaissance ETF
-1.29%
-$31,827.84 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-1.28%
-$2,036.37 
DG Dollar General Corporation
-1.24%
-$5,797 
ETW Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
-1.23%
-$2,683.2 
SRE Sempra
-1.22%
-$7,141.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.22%
-$3,009.09 
UNH UnitedHealth Group Incorporated
-1.19%
-$5,703.04 
ARKQ Ark Autonomous Technology & Robotics ETF
-1.19%
-$3,928.05 
UTF Cohen & Steers Infrastructure Fund, Inc.
-1.18%
-$2,593.15 
SPLB SPDR Portfolio Long Term Corporate Bond ETF
-1.18%
-$2,400 
SCHF Schwab International Equity ETF
-1.17%
-$6,402 
VCLT Vanguard Long-Term Corporate Bond Fund
-1.16%
-$8,871.04 
TSLA Tesla, Inc.
-1.15%
-$4,511.36 
TMSL T. Rowe Price Small-Mid Cap ETF
-1.12%
-$27,230.86 
PIPR Piper Sandler Companies
-1.09%
-$4,656.96 
ROK Rockwell Automation, Inc.
-1.08%
-$2,419.6 
LIN Linde plc
-1.08%
-$3,787.59 
QQQ Invesco QQQ Trust, Series 1
-1.06%
-$10,012.68 
TXN Texas Instruments Inc
-1.06%
-$2,739.53 
ADI Analog Devices, Inc.
-1.05%
-$38,704.24 
BMY Bristol-Myers Squibb Company
-1.03%
-$5,125.82 
XEL Xcel Energy Inc.
-1.02%
-$8,067.54 
FNDF Schwab Fundamental International Large Company Index ETF
-1.02%
-$30,880.89 
USA Liberty All Star Equity Fund
-1.02%
-$3,109.5 
AVGO Broadcom Inc.
-1.01%
-$28,798.49 
VONG Vanguard Russell 1000 Growth Fund
-1.01%
-$2,971.8 
VB Vanguard Small-Cap ETF
-1%
-$10,387.02 
TT Trane Technologies plc
-0.99%
-$2,070.35 
SNX TD Synnex Corporation
-0.97%
-$3,014.51 
VALE Vale S.A.
-0.97%
-$1,650 
AEP American Electric Power Company, Inc.
-0.96%
-$5,112 
IJH iShares Core S&P Mid-Cap ETF
-0.95%
-$2,394.12 
CLX The Clorox Company
-0.94%
-$1,842.94 
MMM 3M Company
-0.94%
-$4,884.05 
PLD Prologis Inc.
-0.94%
-$2,392.66 
NUE Nucor Corporation
-0.93%
-$3,740.32 
XPO XPO Inc.
-0.93%
-$12,040 
XAR SPDR S&P Aerospace & Defense ETF
-0.93%
-$2,024.36 
MDY SPDR S&P MidCap 400 ETF Trust
-0.92%
-$3,015.88 
IEFA iShares Core MSCI EAFE ETF
-0.91%
-$4,160.7 
VLO Valero Energy Corporation
-0.9%
-$60,014.5 
YUM Yum! Brands, Inc.
-0.9%
-$3,014.55 
VO Vanguard Mid-Cap ETF
-0.89%
-$14,394.87 
CGHM Capital Group Municipal High-Income ETF
-0.88%
-$11,436.04 
CMI Cummins Inc.
-0.87%
-$1,505.24 
JMEE JPMorgan Small & Mid Cap Enhanced Equity ETF
-0.87%
-$6,247.56 
IJR iShares Core S&P Small-Cap ETF
-0.86%
-$2,824.45 
DUK Duke Energy Corporation
-0.85%
-$16,616.28 
PSX Phillips 66
-0.84%
-$13,183.8 
JGRO JPMorgan Active Growth ETF
-0.84%
-$16,622.07 
FMDE Fidelity Enhanced Mid Cap ETF
-0.83%
-$4,969.38 
SBUX Starbucks Corporation
-0.82%
-$2,091 
CGUS Capital Group Core Equity ETF
-0.81%
-$4,285.08 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.8%
-$3,226.72 
CTAS Cintas Corporation
-0.8%
-$17,699.2 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.8%
-$2,498.88 
EVTR Eaton Vance Total Return Fund
-0.77%
-$31,470.67 
WM Waste Management, Inc.
-0.77%
-$8,620.54 
BA Boeing Company
-0.76%
-$3,598.46 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.74%
-$4,955.16 
SMIG Bahl & Gaynor Small/Mid Cap Income Growth ETF
-0.73%
-$20,167.7 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.73%
-$8,719.99 
COR Cencora, Inc.
-0.73%
-$6,219.56 
ALL Allstate Corporation
-0.71%
-$32,882.4 
CGCB Capital Group Core Bond ETF
-0.7%
-$18,613.44 
VTEB Vanguard Tax-Exempt Bond ETF
-0.7%
-$2,810.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.69%
-$17,056.03 
FTMU Franklin Municipal Income ETF
-0.66%
-$1,251.95 
SO The Southern Company
-0.66%
-$2,584.48 
BND Vanguard Total Bond Market Index Fund
-0.64%
-$3,990.04 
AGG iShares Core U.S. Aggregate Bond ETF
-0.63%
-$15,115.19 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.62%
-$7,194.14 
JCPB JPMorgan Core Plus Bond ETF
-0.61%
-$37,821 
VOO Vanguard S&P 500 ETF
-0.6%
-$17,497.48 
IVV iShares Core S&P 500 ETF
-0.59%
-$3,926.65 
SPY SPDR S&P 500 ETF Trust
-0.59%
-$4,747.46 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.59%
-$3,414.96 
VYMI Vanguard International High Dividend Yield Index Fund
-0.59%
-$3,472 
ZTS Zoetis Inc.
-0.59%
-$1,771.17 
FFA First Trust Enhanced Equity Income Fund
-0.59%
-$6,582.06 
BUFB Innovator Laddered Allocation Buffer ETF
-0.58%
-$19,977.35 
JBND JPMorgan Active Bond ETF
-0.57%
-$6,423.3 
ITA iShares U.S. Aerospace & Defense ETF
-0.56%
-$1,847.6 
IGV iShares Expanded Tech-Software Sector ETF
-0.56%
-$8,482.49 
VYM Vanguard High Dividend Yield ETF
-0.56%
-$2,397.85 
DTEC Alps Disruptive Technologies ETF
-0.55%
-$1,400 
XLV Health Care Select Sector SPDR Fund
-0.55%
-$2,083.9 
APD Air Products and Chemicals, Inc.
-0.54%
-$3,880.89 
SNOW Snowflake Inc.
-0.54%
-$1,486.3 
MEDP Medpace Holdings Inc.
-0.54%
-$1,617.1 
SMDV ProShares Russell 2000 Dividend Growers ETF
-0.52%
-$1,618.11 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.52%
-$762.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.52%
-$5,511 
PFE Pfizer Inc.
-0.5%
-$2,908.5 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$1,457.25 
JEPI JPMorgan Equity Premium Income Fund
-0.49%
-$12,502 
CVX Chevron Corporation
-0.49%
-$24,739.05 
VIG Vanguard Dividend Appreciation ETF
-0.45%
-$2,719.44 
OSCV Opus Small Cap Value ETF
-0.44%
-$1,409.4 
CRM Salesforce Inc
-0.43%
-$4,799.68 
DWLD Davis Select Worldwide ETF
-0.43%
-$6,804.45 
TMO Thermo Fisher Scientific Inc.
-0.42%
-$1,743.36 
ICE Intercontinental Exchange, Inc.
-0.42%
-$2,560.8 
PTLC Pacer Trendpilot US Large Cap ETF
-0.42%
-$1,056.25 
GE General Electric Company
-0.42%
-$4,810.32 
AVUV Avantis U.S. Small Cap Value ETF
-0.4%
-$15,628 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.4%
-$4,657.38 
JAVA JPMorgan Active Value ETF
-0.39%
-$8,206.72 
EHC Encompass Health Corporation
-0.39%
-$6,667.42 
MA Mastercard Incorporated
-0.39%
-$1,167.27 
JSCP JPMorgan Short Duration Core Plus ETF
-0.39%
-$9,483.48 
THYF T. Rowe Price U.S. High Yield ETF
-0.37%
-$3,328.99 
COWZ Pacer US Cash Cows 100 ETF
-0.36%
-$8,812.75 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.36%
-$721.52 
EFAD ProShares EAFE Dividend Growers Fund
-0.35%
-$1,670.28 
AXP American Express Company
-0.34%
-$1,637.18 
JPM JPMorgan Chase & Co.
-0.33%
-$34,084.28 
SCHD Schwab U.S. Dividend Equity ETF
-0.32%
-$1,355.09 
SCHY Schwab International Dividend Equity ETF
-0.32%
-$1,785 
BUFR FT Vestladder Buffer ETF-USD I
-0.31%
-$4,566.19 
AWK American Water Works Company, Inc.
-0.31%
-$1,612.5 
BGIG Bahl & Gaynor Income Growth ETF
-0.28%
-$5,400.2 
STEW SRH Total Return Fund, Inc.
-0.28%
-$992.8 
JNJ Johnson & Johnson
-0.27%
-$19,681.18 
PVAL Putnam Focused Large Cap Value ETF
-0.27%
-$1,106.35 
PREF Principal Spectrum Preferred Securities Active ETF
-0.27%
-$1,661.85 
CME CME Group Inc.
-0.26%
-$853.43 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.25%
-$860.58 
WFC Wells Fargo & Company
-0.25%
-$933.58 
AFL Aflac Inc.
-0.23%
-$1,286.82 
NEE NextEra Energy, Inc.
-0.23%
-$2,299 
OXY Occidental Petroleum Corporation
-0.23%
-$581 
IDOG Alps International Sector Dividend Dogs ETF
-0.23%
-$725.1 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.18%
-$717.03 
AMZN Amazon.com Inc
-0.17%
-$4,468.54 
MCD McDonald's Corporation
-0.17%
-$4,255.68 
BAC Bank of America Corporation
-0.16%
-$2,020.9 
PEG Public Service Enterprise Group Incorporated
-0.15%
-$629.97 
LLY Eli Lilly and Company
-0.13%
-$11,501.28 
WMT Walmart Inc.
-0.08%
-$5,641.6 
D Dominion Energy, Inc.
-0.06%
-$159 
DRLL Strive U.S. Energy ETF
-0.05%
-$230.08 
VDC VANGUARD CONSUMER STAPLES ETF
-0.05%
-$100.28 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.04%
-$313.54 
V Visa Inc. Class A
-0.03%
-$339.12 
PEP PepsiCo, Inc.
-0.03%
-$446.24 
COST Costco Wholesale Corporation
-0.02%
-$385.88 
NSC Norfolk Southern Corporation
-0.01%
-$53.32 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1581 | Longs Won 1100/1581 69% | Profit Factor 4.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $363,783.49 |
| Average Win $95,639.91 | Best Trade (Sep 03) $7.86M | Sharpe Ratio -10.54 |
| Average Loss -$44,389.47 | Worst Trade (Mar 30) -$2.31M | Z-Score 6.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4d | Expectancy $53,037.68 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 65,777 | $13.85M | $21.48M | - | $7.63M | 55.05% | +3.561% |
| ABBV AbbVie Inc. | 21,218 | $3.55M | $5.41M | - | $1.86M | 52.46% | +1.624% |
| ABT Abbott Laboratories | 13,207 | $1.37M | $1.37M | - | -$8,584.07 | -0.62% | -1.768% |
| ADI Analog Devices, Inc. | 10,132 | $2.34M | $3.66M | - | $1.32M | 56.46% | -1.046% |
| ADM Archer-Daniels-Midland Co | 9,442 | $579,361.05 | $820,604.22 | - | $241,243.17 | 41.64% | +0.416% |
| ADP Automatic Data Processing Inc. | 3,213 | $760,803.47 | $858,931.29 | - | $98,127.82 | 12.9% | +0.796% |
| AEP American Electric Power Company, Inc. | 4,260 | $395,231.65 | $525,982.2 | - | $130,750.55 | 33.08% | -0.963% |
| AFG American Financial Group Inc. | 2,250 | $279,052.53 | $318,775.5 | - | $39,722.97 | 14.23% | +0.853% |
| AFL Aflac Inc. | 4,766 | $424,412.38 | $545,564.02 | - | $121,151.64 | 28.55% | -0.235% |
| AGG iShares Core U.S. Aggregate Bond ETF | 24,779 | $2.45M | $2.38M | - | -$72,106.47 | -2.94% | -0.631% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 23,232 | $1.79M | $2.44M | - | $652,911.36 | 36.47% | -1.286% |
| ALL Allstate Corporation | 18,268 | $2.89M | $4.6M | - | $1.71M | 58.92% | -0.71% |
| AMAT Applied Materials, Inc. | 952 | $250,502.06 | $432,217.52 | - | $181,715.46 | 72.54% | -3.165% |
| AMD Advanced Micro Devices, Inc. | 7,344 | $1.19M | $3.7M | - | $2.51M | 211.88% | -3.357% |
| AMGN Amgen Inc. | 3,120 | $980,409.73 | $1.19M | - | $212,896.67 | 21.72% | -2.249% |
| AMH American Homes 4 Rent | 15,804 | $591,860.08 | $498,695.22 | - | -$93,164.86 | -15.74% | -2.125% |
| AMT American Tower Corporation | 6,690 | $1.19M | $1.16M | - | -$35,039.17 | -2.94% | -1.391% |
| AMZN Amazon.com Inc | 10,156 | $2.05M | $2.56M | - | $510,827.85 | 24.94% | -0.174% |
| APD Air Products and Chemicals, Inc. | 2,418 | $614,462.98 | $710,009.43 | - | $95,546.45 | 15.55% | -0.544% |
| ARKK ARK Innovation ETF Fund | 4,920 | $226,123.03 | $408,556.8 | - | $182,433.77 | 80.68% | -1.798% |
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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 - $4.97M, Walmart Inc - $3.33M, Johnson & Johnson - $1.98M, Cincinnati Financial Corporation - $1.75M, 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: Procter & Gamble Co - $1.81M, Intel Corporation - $544,131.47, Northern Oil and Gas Inc - $302,421.13, Crescent Energy Inc - $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 $13.59M earned over time. The largest contributors to dividend income include Procter & Gamble Co - $1.04M, U.S. Bancorp - $872,436.18, JPMorgan Chase & Co - $394,440.25, JPMorgan Core Plus Bond ETF - $356,686.04, and AbbVie Inc - $339,711.98. 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.
