TZ
Tania Zapalski Portfolio
Invests via Beach Investment Counsel INC/PA | Managed by Tania Zapalski
Invests via Beach Investment Counsel INC/PA
Managed by Tania Zapalski
Automatically Tracked
Tania Zapalski Profile
Tania Zapalski has established herself as a prominent figure in the venture capital landscape, known for her adept navigation of early-stage investments. With an extensive background in technology and innovation, she plays a vital role in identifying transformative startups poised for growth. Her strategic insights have helped several entrepreneurs scale their businesses effectively, while her experience fosters strong partnerships across various sectors. As an advocate for emerging companies, Tania's influence extends beyond traditional investment circles, championing diversity and inclusion within the startup ecosystem.
Tania Zapalski has established herself as a prominent figure in the venture capital landscape, known for her adept navigation of early-stage investments. With an extensive background in technology and innovation, she plays a vital role in identifying transformative startups poised for growth. Her strategic insights have helped several entrepreneurs scale their businesses effectively, while her experience fosters strong partnerships across various sectors. As an advocate for emerging companies, Tania's influence extends beyond traditional investment circles, championing diversity and inclusion within the startup ecosystem.
Investment Philosophy & Strategy
Innovation within the startup arena drives Tania Zapalski's investment approach, which emphasizes identifying companies capable of reshaping their respective markets. Leveraging her extensive expertise in technology, she applies a keen eye for disruptive business models that exhibit scalable potential. The desire to empower entrepreneurs underpins her engagement, fostering collaborative relationships aimed at facilitating sustained growth trajectories. By championing diverse and inclusive ventures, she enriches the venture capital landscape with dynamic perspectives and approaches that challenge conventional norms.
Innovation within the startup arena drives Tania Zapalski's investment approach, which emphasizes identifying companies capable of reshaping their respective markets. Leveraging her extensive expertise in technology, she applies a keen eye for disruptive business models that exhibit scalable potential. The desire to empower entrepreneurs underpins her engagement, fostering collaborative relationships aimed at facilitating sustained growth trajectories. By championing diverse and inclusive ventures, she enriches the venture capital landscape with dynamic perspectives and approaches that challenge conventional norms.
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:
34.39%
Gain +1.35%
Monthly
0.27%
Yearly
3.27%
Drawdown
15.91%
$519.42M
Equity
Holdings
$519.42M
Investment
$214.39M
$305.03M
Profit +$6.92M
Realized
-$0
Unrealized
$305.03M
Dividends
$129.07M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.35%
Profit
$6.92M
Win %
74%
This Week
Compared To Last Week
Gain
2.37%
Profit
$12.03M
Win %
74%
This Month
Compared to last month
Gain
3.48%
Profit
$17.47M
Win %
74%
This Year
Compared to last year
Gain
14.5%
Profit
$65.79M
Win %
74%
EL The Estée Lauder Companies Inc. Class A
+5.52%
+$1.16M 
MAR Marriott International Inc. - Class A
+3.75%
+$5.49M 
LLY Eli Lilly and Company
+3.56%
+$343,920.08 
DD DuPont de Nemours, Inc.
+2.4%
+$106,309.01 
BUD Anheuser-Busch InBev S.A. ADR
+2.21%
+$28,160 
BMY Bristol-Myers Squibb Company
+2.21%
+$171,192.56 
AIG American International Group Inc.
+2.19%
+$3,679.32 
ADP Automatic Data Processing Inc.
+1.9%
+$134,156.64 
ABT Abbott Laboratories
+1.69%
+$131,417.69 
GE General Electric Company
+1.62%
+$255,609.01 
ALL Allstate Corporation
+1.44%
+$31,518 
DDS Dillard's Inc.
+1.39%
+$97,369.68 
PFE Pfizer Inc.
+0.75%
+$25,342.86 
C Citigroup Inc.
+0.75%
+$5,353.06 
CPK Chesapeake Utilities Corporation
+0.74%
+$32,305.3 
AEG Aegon N.V.
+0.36%
+$162.61 
PG Procter & Gamble Co
+0.34%
+$55,518.56 
KO The Coca-Cola Company
+0.13%
+$17,686.08 
GCI Gannett Co., Inc.
0%
$0 
UTX United Technologies Corp
0%
$0 0094
00949T100
0%
$0 0660
06605F102
0%
$0 6070
607059102
0%
$0 RX
RX
0%
$0 6120
612085100
0%
$0 SBC
SBC
0%
$0 3373
337358105
0%
$0 SGP
SGP
0%
$0 S
S
0%
$0 STI
STI
0%
$0 6539
653929307
0%
$0 LU
LU
0%
$0 6933
69338P102
0%
$0 6116
611662107
0%
$0 6168
616880100
0%
$0 0048
004833109
0%
$0 0263
026351106
0%
$0 8816
881694103
0%
$0 CF
CF
0%
$0 FPL
FPL
0%
$0 RHDC
RHDC
0%
$0 GSTR
GSTRF
0%
$0 SLE
SLE
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 HPQ
HPQ
0%
$0 DCNA
DCNAQ
0%
$0 1667
166751107
0%
$0 2216
22160Q102
0%
$0 8828
882848104
0%
$0 6040
604059105
0%
$0 7595
75952J108
0%
$0 ANAT
ANAT
0%
$0 1325
132524109
0%
$0 1717
171794100
0%
$0 4626
462613100
0%
$0 1201
120114103
0%
$0 3022
302290101
0%
$0 2282
228255105
0%
$0 7440
744061102
0%
$0 2648
264830100
0%
$0 
CSCO Cisco Systems, Inc.
-3.33%
-$63,960.04 
INTC Intel Corporation
-2.85%
-$44,720 
MRK Merck & Co., Inc.
-1.37%
-$844,802.53 
AVA Avista Corp.
-0.96%
-$3,777.2 
XRX Xerox Holdings Corporation
-0.93%
-$1,332.05 
AEE Ameren Corporation
-0.78%
-$7,508.7 
BP BP p.l.c. Sponsored ADR
-0.77%
-$6,945.75 
PEP PepsiCo, Inc.
-0.69%
-$78,587 
PNC The PNC Financial Services Group, Inc.
-0.38%
-$9,240 
SLB Schlumberger Limited
-0.29%
-$20,533.52 
JNJ Johnson & Johnson
-0.2%
-$80,111.82 
CL Colgate-Palmolive Company
-0.16%
-$9,472.2 
AES AES Corporation
-0.07%
-$708 Events
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Dividends
Dividend Analysis
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No Data
| Trades 74 | Longs Won 24/74 32% | Profit Factor 42.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $17.65M |
| Average Win $13.02M | Best Trade (Oct 15) $145.56M | Sharpe Ratio -46.42 |
| Average Loss -$146,742.61 | Worst Trade (Oct 14) -$2.3M | Z-Score -2.39 (100%) |
| Commissions $0 | Avg. Trade Length 27y 6m 3w 4d | Expectancy $4.12M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.1% | 0.81% | 4.9% | 24.07% |
| Consecutive Losing Trades | 3,534 | 3,180 | 2,827 | 2,473 | 2,120 | 1,767 | 1,413 | 1,060 | 707 | 353 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0048 004833109 | 25,000 | $678,000 | $678,000 | - | - | - | 0.0 |
| 0094 00949T100 | 7,100 | $686,000 | $686,000 | - | - | - | 0.0 |
| 0263 026351106 | 20,400 | $1.44M | $1.44M | - | - | - | 0.0 |
| 0266 026609107 | 24,000 | $1.57M | $1.57M | - | - | - | 0.0 |
| 0660 06605F102 | 86,009 | $6.08M | $6.08M | - | - | - | 0.0 |
| 1201 120114103 | 38,500 | $662,000 | $662,000 | - | - | - | 0.0 |
| 1325 132524109 | 22,500 | $312,000 | $312,000 | - | - | - | 0.0 |
| 1667 166751107 | 50,400 | $4.47M | $4.47M | - | - | - | 0.0 |
| 1717 171794100 | 13,850 | $832,000 | $832,000 | - | - | - | 0.0 |
| 2216 22160Q102 | 30,700 | $2.81M | $2.81M | - | - | - | 0.0 |
| 2282 228255105 | 21,300 | $608,000 | $608,000 | - | - | - | 0.0 |
| 2648 264830100 | 84,500 | $3.01M | $3.01M | - | - | - | 0.0 |
| 3022 302290101 | 7,500 | $529,000 | $529,000 | - | - | - | 0.0 |
| 3373 337358105 | 30,000 | $1.6M | $1.6M | - | - | - | 0.0 |
| 4626 462613100 | 18,108 | $397,000 | $397,000 | - | - | - | 0.0 |
| 6040 604059105 | 18,180 | $1.29M | $1.29M | - | - | - | 0.0 |
| 6070 607059102 | 85,234 | $7.5M | $7.5M | - | - | - | 0.0 |
| 6116 611662107 | 20,000 | $919,000 | $919,000 | - | - | - | 0.0 |
| 6120 612085100 | 8,100 | $596,000 | $596,000 | - | - | - | 0.0 |
| 6168 616880100 | 12,971 | $1.6M | $1.6M | - | - | - | 0.0 |
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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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FAQ
Which stocks have generated the highest profits for Tania Zapalski?
The largest contributions to the portfolio's profits come from the following stocks: General Electric Company - $29.61M, Merck & Co., Inc - $20.81M, Johnson & Johnson - $11.33M, Marriott International Inc. - Class A - $7.67M, and Citigroup Inc - $6.89M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Tania Zapalski's portfolio generate?
The portfolio generates substantial dividend income, with a total of $129.07M earned over time. The largest contributors to dividend income include General Electric Company - $29.61M, Merck & Co., Inc - $20.81M, Johnson & Johnson - $11.33M, Marriott International Inc. - Class A - $7.67M, and Citigroup Inc - $6.89M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tania Zapalski's monthly returns?
Tania Zapalski's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Tania Zapalski's strategy be considered aggressive or moderate?
Tania Zapalski's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Tania Zapalski's strategy?
Tania Zapalski's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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