Denise Ledden Portfolio
Invests via Trust Co of Tennessee | Managed by Denise Ledden
Invests via Trust Co of Tennessee
Managed by Denise Ledden
Automatically Tracked
Denise Ledden Profile
Veteran investor and operator focused on growth-stage technology and fintech companies. Denise Ledden brings strategic operating experience, board and advisory roles, and expertise in go-to-market scaling, corporate development, and fundraising. Markets know her for sourcing founder-led opportunities, driving customer expansion, and advising capital-efficient growth strategies across SaaS and payments verticals.
Veteran investor and operator focused on growth-stage technology and fintech companies. Denise Ledden brings strategic operating experience, board and advisory roles, and expertise in go-to-market scaling, corporate development, and fundraising. Markets know her for sourcing founder-led opportunities, driving customer expansion, and advising capital-efficient growth strategies across SaaS and payments verticals.
Investment Philosophy & Strategy
Focuses on growth-stage technology and fintech opportunities, prioritizing founder-led SaaS and payments businesses with clear unit economics and repeatable go-to-market motion. Employs conviction-weighted allocations with a medium-to-long time horizon, emphasizing capital-efficient customer expansion and disciplined follow-on support. Underwrites investments through operator-led due diligence, assessing product-market fit, funnel economics, and corporate development upside. Acts as an active board/advisor, leveraging go-to-market playbooks to de-risk scaling and accelerate revenue compounding while preserving downside through staged milestones.
Focuses on growth-stage technology and fintech opportunities, prioritizing founder-led SaaS and payments businesses with clear unit economics and repeatable go-to-market motion. Employs conviction-weighted allocations with a medium-to-long time horizon, emphasizing capital-efficient customer expansion and disciplined follow-on support. Underwrites investments through operator-led due diligence, assessing product-market fit, funnel economics, and corporate development upside. Acts as an active board/advisor, leveraging go-to-market playbooks to de-risk scaling and accelerate revenue compounding while preserving downside through staged milestones.
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:
13.77%
Gain +0.11%
Monthly
3.28%
Yearly
13.77%
Drawdown
1.43%
$575.88M
Equity
Holdings
$575.88M
Investment
$519.29M
$73.93M
Profit +$646,646.14
Realized
$4.49M
Unrealized
$69.44M
Dividends
$2.17M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$646,646.14
Win %
100%
This Week
Compared To Last Week
Gain
0.39%
Profit
$2.25M
Win %
100%
This Month
Compared to last month
Gain
0.58%
Profit
$3.33M
Win %
100%
This Year
Compared to last year
Gain
-1.72%
Profit
-$9.23M
Win %
100%
Events
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Dividends
Dividend Analysis
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| Trades 15 | Longs Won 15/15 100% | Profit Factor - |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.07M |
| Average Win $4.93M | Best Trade (Aug 02) $22.81M | Sharpe Ratio -8.74 |
| Average Loss $0 | Worst Trade - | Z-Score 19.51 (100%) |
| Commissions $0 | Avg. Trade Length 3m 2w | Expectancy $4.93M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ | ∞ |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 IVV iShares Core S&P 500 ETF | 3,011 | $1.97M | $2.26M | - | $292,398.53 | 14.87% | +0.687% |
 IWB iShares Russell 1000 ETF | 10,664 | $3.8M | $4.35M | - | $552,608.32 | 14.53% | +0.636% |
 RSP Invesco S&P 500 Equal Weight ETF | 987,916 | $189.6M | $212.41M | - | $22.81M | 12.03% | -0.172% |
 SPY SPDR S&P 500 ETF Trust | 2,055 | $1.35M | $1.54M | - | $189,633.35 | 14.09% | +0.72% |
 USRT iShares Core U.S. REIT ETF | 1.2M | $70.74M | $81.13M | - | $10.4M | 14.7% | -0.542% |
 VOO Vanguard S&P 500 ETF | 117,641 | $70.3M | $80.78M | - | $10.48M | 14.91% | +0.713% |
 VTV Vanguard Value ETF | 416,745 | $81.77M | $91.66M | - | $9.9M | 12.1% | -0.268% |
 VUG Vanguard Growth ETF | 1.19M | $86.93M | $101.75M | - | $14.81M | 17.04% | +1.104% |
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FAQ
Which stocks have generated the highest profits for Denise Ledden?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $2.48M, Vanguard Value ETF - $1.76M, Invesco S&P 500 Equal Weight ETF - $877,096.05, iShares Core U.S. REIT ETF - $749,373.87, and Vanguard S&P 500 ETF - $728,168.8. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Denise Ledden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.17M earned over time. The largest contributors to dividend income include Invesco S&P 500 Equal Weight ETF - $803,220.59, Vanguard Value ETF - $512,721.27, iShares Core U.S. REIT ETF - $461,404.39, Vanguard S&P 500 ETF - $241,529.16, and Vanguard Growth ETF - $126,507.86. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Denise Ledden's monthly returns?
Denise Ledden'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 Denise Ledden's strategy be considered aggressive or moderate?
Denise Ledden'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 Denise Ledden's strategy?
Denise Ledden's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
