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Devin Blodgett Portfolio
Invests via Blodgett Wealth Advisors LLC | Managed by Devin Robert Blodgett, Dennis Clinton Blodgett, Landon Thomas Blodgett
Invests via Blodgett Wealth Advisors LLC
Managed by Devin Robert Blodgett, Dennis Clinton Blodgett, Landon Thomas Blodgett
Automatically Tracked
Devin Blodgett Profile
With a robust background in technology ventures, Devin Blodgett has established himself as a leading entrepreneurial figure in the startup landscape. His journey spans various industries where he has effectively blended innovation with market strategy to drive growth and scale. As an operating executive, he possesses a unique blend of operational insight and leadership acumen that positions him to create significant value across diverse business models. Recognized for his ability to navigate complex markets, Blodgett plays an influential role in shaping next-generation solutions while fostering collaborative environments conducive to creativity and excellence.
With a robust background in technology ventures, Devin Blodgett has established himself as a leading entrepreneurial figure in the startup landscape. His journey spans various industries where he has effectively blended innovation with market strategy to drive growth and scale. As an operating executive, he possesses a unique blend of operational insight and leadership acumen that positions him to create significant value across diverse business models. Recognized for his ability to navigate complex markets, Blodgett plays an influential role in shaping next-generation solutions while fostering collaborative environments conducive to creativity and excellence.
Investment Philosophy & Strategy
Opportunities in the evolving technology sector captivate Devin Blodgett, whose entrepreneurial spirit is complemented by a profound understanding of market dynamics. With an impressive track record in nurturing innovative concepts into viable ventures, he prioritizes strategic growth through unique value propositions. By leveraging his operational expertise, he identifies and harnesses transformative solutions that disrupt traditional paradigms. The focus on creating scalable business models reflects his conviction that adaptable strategies pave the way for sustainable success in competitive landscapes. Commitment to fostering collaborative environments further enhances his ability to stimulate groundbreaking developments.
Opportunities in the evolving technology sector captivate Devin Blodgett, whose entrepreneurial spirit is complemented by a profound understanding of market dynamics. With an impressive track record in nurturing innovative concepts into viable ventures, he prioritizes strategic growth through unique value propositions. By leveraging his operational expertise, he identifies and harnesses transformative solutions that disrupt traditional paradigms. The focus on creating scalable business models reflects his conviction that adaptable strategies pave the way for sustainable success in competitive landscapes. Commitment to fostering collaborative environments further enhances his ability to stimulate groundbreaking developments.
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:
74.91%
Gain +0.03%
Monthly
0.89%
Yearly
11.28%
Drawdown
20.21%
$147.31M
Equity
Holdings
$147.31M
Investment
$86.02M
$61.51M
Profit +$29,961.82
Realized
$216,460.1
Unrealized
$61.3M
Dividends
$5.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$29,961.82
Win %
83%
This Week
Compared To Last Week
Gain
0.09%
Profit
$137,239.12
Win %
83%
This Month
Compared to last month
Gain
2.01%
Profit
$2.9M
Win %
83%
This Year
Compared to last year
Gain
17.05%
Profit
$21.45M
Win %
83%
INTC Intel Corporation
+3.52%
+$17,580.79 
SNOW Snowflake Inc.
+2.81%
+$16,124.1 
PLTR Palantir Technologies Inc.
+2.81%
+$6,408.37 
AVGO Broadcom Inc.
+2.77%
+$42,312.13 
SHOP Shopify Inc.
+2.44%
+$6,396.25 
CRM Salesforce Inc
+2.39%
+$11,972.35 
MSFT Microsoft Corp.
+2.08%
+$186,880.28 
GOOG Alphabet Inc
+1.61%
+$12,610.8 
GOOGL Alphabet Inc
+1.53%
+$166,381.08 
CVX Chevron Corporation
+1.5%
+$9,806.31 
IBM International Business Machines Corporation
+1.33%
+$4,524.1 
ANET Arista Networks, Inc.
+1.32%
+$4,125.5 
AMZN Amazon.com Inc
+1.24%
+$124,847.69 
XLE Energy Select Sector SPDR Fund
+1.03%
+$2,528.75 
SCHW Charles Schwab Corporation
+0.96%
+$3,103.66 
V Visa Inc. Class A
+0.96%
+$6,312.4 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$3,666 
NVDA NVIDIA Corporation
+0.76%
+$137,725.85 
QQQ Invesco QQQ Trust, Series 1
+0.68%
+$2,986.68 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.64%
+$2,381.25 
CRWD CrowdStrike Holdings, Inc.
+0.62%
+$30,215.62 
HON Honeywell International Inc.
+0.6%
+$1,507.44 
IWF iShares Russell 1000 Growth ETF
+0.55%
+$110,873.99 
PANW Palo Alto Networks, Inc.
+0.51%
+$10,826.56 
VWO Vanguard FTSE Emerging Markets ETF
+0.37%
+$795.93 
META Meta Platforms Inc Class A
+0.36%
+$4,618.43 
BRK-A Berkshire Hathaway Inc.
+0.19%
+$2,751.56 
IVV iShares Core S&P 500 ETF
+0.17%
+$7,515.47 
SPY SPDR S&P 500 ETF Trust
+0.17%
+$3,155.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-2.33%
-$442,994.55 
NFLX Netflix, Inc.
-2.28%
-$15,324.75 
TSLA Tesla, Inc.
-2.16%
-$18,894.5 
MRK Merck & Co., Inc.
-1.99%
-$23,705.82 
LLY Eli Lilly and Company
-1.95%
-$86,626.34 
HD The Home Depot, Inc.
-1.9%
-$32,106.42 
CAT Caterpillar Inc.
-1.67%
-$6,081.82 
WMT Walmart Inc.
-1.64%
-$7,633.34 
JNJ Johnson & Johnson
-1.38%
-$15,338.59 
WFC Wells Fargo & Company
-1.03%
-$2,575.63 
ED Consolidated Edison, Inc.
-1.03%
-$3,480 
PSA Public Storage Common Stock
-0.85%
-$3,523 
BAC Bank of America Corporation
-0.81%
-$3,273.93 
PG Procter & Gamble Co
-0.77%
-$7,284.74 
COST Costco Wholesale Corporation
-0.73%
-$32,027.85 
DHR Danaher Corporation
-0.67%
-$1,591.2 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,679.99 
AXP American Express Company
-0.5%
-$8,927.93 
JPM JPMorgan Chase & Co.
-0.49%
-$17,911.4 
DVY iShares Select Dividend ETF
-0.38%
-$4,659.3 
ABBV AbbVie Inc.
-0.36%
-$2,023.68 
MCD McDonald's Corporation
-0.3%
-$2,417.07 
UBER Uber Technologies, Inc.
-0.25%
-$4,514.4 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$821.98 
WM Waste Management, Inc.
-0.18%
-$2,014.32 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.16%
-$424.32 
VTV Vanguard Value ETF
-0.16%
-$3,552.81 
KMB Kimberly-Clark Corporation
-0.13%
-$581.28 
MUB iShares National Muni Bond ETF
-0.13%
-$369.76 
VZ Verizon Communications Inc.
-0.13%
-$374.33 
VYM Vanguard High Dividend Yield ETF
-0.12%
-$421.38 
CSCO Cisco Systems, Inc.
-0.09%
-$804.2 
IWM iShares Russell 2000 ETF
-0.07%
-$628.92 
IWR iShares Russell Mid-Cap ETF
-0.04%
-$195.75 Events
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Dividends
Dividend Analysis
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| Trades 787 | Longs Won 425/787 54% | Profit Factor 5.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $568,614.54 |
| Average Win $177,049.38 | Best Trade (Jul 22) $10.11M | Sharpe Ratio -8.99 |
| Average Loss -$37,932.07 | Worst Trade (Dec 31) -$656,551.22 | Z-Score 5.85 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w 3d | Expectancy $78,163.38 |
| 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% | 0.06% |
| Consecutive Losing Trades | 3,891 | 3,502 | 3,113 | 2,724 | 2,335 | 1,946 | 1,556 | 1,167 | 778 | 389 |
Hover over the desired column for a detailed explanation.
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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FAQ
Which stocks have generated the highest profits for Devin Blodgett?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $4.24M, iShares Russell 1000 Growth ETF - $1.07M, Eli Lilly and Company - $1.06M, Microsoft Corp - $951,358.15, and Alphabet Inc - $843,117.29. 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: Pfizer Inc - $1.08M, Amazon.com Inc - $664,025.79, PayPal Holdings Inc - $628,291.95, iShares Preferred and Income Securities ETF - $624,763.05, and The Walt Disney Company - $616,692.16. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Devin Blodgett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.47M earned over time. The largest contributors to dividend income include iShares Russell 1000 Growth ETF - $473,291.85, Microsoft Corp - $373,065.79, Apple Inc - $297,975.36, JPMorgan Chase & Co - $260,729.95, and The Home Depot, Inc - $225,854.89. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Devin Blodgett's monthly returns?
Devin Blodgett'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 Devin Blodgett's strategy be considered aggressive or moderate?
Devin Blodgett's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Devin Blodgett's strategy?
Devin Blodgett'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.
