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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:
80.91%
Gain +0.44%
Monthly
0.91%
Yearly
11.53%
Drawdown
20.24%
$155.59M
Equity
Holdings
$155.59M
Investment
$90.67M
$65.22M
Profit +$484,766.36
Realized
$297,799.06
Unrealized
$64.93M
Dividends
$6.52M
Goals
Avg. 97% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$484,766.36
Win %
81%
This Week
Compared To Last Week
Gain
-0.97%
Profit
-$1.52M
Win %
81%
This Month
Compared to last month
Gain
-0.85%
Profit
-$1.33M
Win %
81%
This Year
Compared to last year
Gain
4.68%
Profit
$6.95M
Win %
81%
AMD Advanced Micro Devices, Inc.
+6.5%
+$24,884.34 
GLW Corning Incorporated
+4.7%
+$6,518.77 
MU Micron Technology, Inc.
+2.3%
+$16,896.38 
CVX Chevron Corporation
+1.16%
+$8,213.3 
SCHW Charles Schwab Corporation
+0.94%
+$3,262 
WFC Wells Fargo & Company
+0.81%
+$2,020.66 
TSLA Tesla, Inc.
+0.68%
+$5,313 
BAC Bank of America Corporation
+0.62%
+$2,647.23 
VZ Verizon Communications Inc.
+0.54%
+$1,661.66 
IWM iShares Russell 2000 ETF
+0.52%
+$4,523.54 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$1,652.4 
DVY iShares Select Dividend ETF
+0.45%
+$6,245.68 
ED Consolidated Edison, Inc.
+0.38%
+$1,230 
ALL Allstate Corporation
+0.36%
+$883.49 
CAT Caterpillar Inc.
+0.23%
+$817.56 
AAPL Apple Inc.
+0.22%
+$37,870.41 
MRK Merck & Co., Inc.
+0.21%
+$2,706.86 
MCD McDonald's Corporation
+0.21%
+$1,730.69 
VTV Vanguard Value ETF
+0.2%
+$4,704.75 
PG Procter & Gamble Co
+0.2%
+$1,832.86 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.18%
+$698.5 
WM Waste Management, Inc.
+0.15%
+$1,343.3 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$478.5 
UBER Uber Technologies, Inc.
+0.09%
+$1,928.85 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$90,555.08 
CRWD CrowdStrike Holdings, Inc.
-3.8%
-$193,770.72 
PANW Palo Alto Networks, Inc.
-2.96%
-$68,034.06 
PLTR Palantir Technologies Inc.
-2.78%
-$23,657.21 
SHOP Shopify Inc.
-2.66%
-$8,946.23 
CRM Salesforce Inc
-2.56%
-$15,634.77 
SNOW Snowflake Inc.
-2.51%
-$17,765.98 
LLY Eli Lilly and Company
-2.38%
-$108,986.25 
ANET Arista Networks, Inc.
-2.36%
-$10,079.98 
HONA Honeywell Aerospace Inc.
-2.03%
-$3,836.4 
INTC Intel Corporation
-1.97%
-$9,214.38 
CSCO Cisco Systems, Inc.
-1.58%
-$13,711.4 
LRCX Lam Research Corporation
-1.38%
-$3,348.01 
IBM International Business Machines Corporation
-1.19%
-$4,497.88 
SPCX Space Exploration Technologies Corp. Class A
-1.08%
-$2,728.38 
AMZN Amazon.com Inc
-0.94%
-$101,561.37 
META Meta Platforms Inc Class A
-0.86%
-$10,321.9 
PSA Public Storage Common Stock
-0.85%
-$3,627.01 
HD The Home Depot, Inc.
-0.83%
-$15,483.79 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$11,301.5 
SYY Sysco Corporation
-0.67%
-$1,372 
JNJ Johnson & Johnson
-0.66%
-$7,604.98 
ABBV AbbVie Inc.
-0.54%
-$3,367.36 
ETN Eaton Corporation plc
-0.4%
-$1,956.48 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$1,786.01 
WMT Walmart Inc.
-0.39%
-$2,097 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$851.69 
V Visa Inc. Class A
-0.36%
-$2,385.54 
AXP American Express Company
-0.34%
-$5,901.38 
GS The Goldman Sachs Group, Inc.
-0.31%
-$805.7 
VYM Vanguard High Dividend Yield ETF
-0.3%
-$1,074.57 
MSFT Microsoft Corp.
-0.3%
-$33,994.35 
IWF iShares Russell 1000 Growth ETF
-0.29%
-$62,695.39 
MUB iShares National Muni Bond ETF
-0.28%
-$821.7 
KMB Kimberly-Clark Corporation
-0.28%
-$1,287.12 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$3,611.23 
IVV iShares Core S&P 500 ETF
-0.18%
-$8,332.56 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$633 
GOOGL Alphabet Inc
-0.13%
-$14,400.3 
GOOG Alphabet Inc
-0.12%
-$1,448.76 
NFLX Netflix, Inc.
-0.1%
-$1,300 
COST Costco Wholesale Corporation
-0.08%
-$3,519.77 
JPM JPMorgan Chase & Co.
-0.07%
-$2,947.21 
NVDA NVIDIA Corporation
-0.06%
-$12,536.58 
SOXX iShares Semiconductor ETF
-0.06%
-$144 
TIPX SPDR Bloomberg 1-10 Year TIPS ETF
-0.05%
-$141.44 Events
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Dividends
Dividend Analysis
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| Trades 840 | Longs Won 466/840 55% | Profit Factor 5.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $571,151.74 |
| Average Win $171,357.8 | Best Trade (Sep 08) $11.02M | Sharpe Ratio -9.26 |
| Average Loss -$39,112.09 | Worst Trade (Dec 31) -$656,551.22 | Z-Score 4.93 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1w | Expectancy $77,648.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.04% |
| Consecutive Losing Trades | 3,984 | 3,586 | 3,187 | 2,789 | 2,390 | 1,992 | 1,594 | 1,195 | 797 | 398 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 56,523 | $9.75M | $17.29M | - | $7.55M | 77.43% | +0.219% |
| ABBV AbbVie Inc. | 2,476 | $391,073.34 | $617,662.98 | - | $226,589.64 | 57.94% | -0.542% |
| ALL Allstate Corporation | 950 | $226,043 | $248,339.5 | - | $22,296.5 | 9.86% | +0.357% |
| AMD Advanced Micro Devices, Inc. | 793 | $460,661.61 | $407,911.28 | - | -$52,750.33 | -11.45% | +6.497% |
| AMZN Amazon.com Inc | 40,952 | $7.22M | $10.76M | - | $3.54M | 49.04% | -0.935% |
| ANET Arista Networks, Inc. | 2,100 | $312,033.5 | $417,522.02 | - | $105,488.52 | 33.81% | -2.357% |
| AVGO Broadcom Inc. | 3,647 | $506,604.88 | $1.43M | - | $926,629.61 | 182.91% | -5.943% |
| AXP American Express Company | 5,044 | $1.35M | $1.73M | - | $376,244.21 | 27.84% | -0.34% |
| BAC Bank of America Corporation | 6,618 | $266,077.35 | $426,794.82 | - | $160,717.47 | 60.4% | +0.624% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.6M | $1.51M | - | -$84,184.7 | -5.27% | -0.742% |
| CAT Caterpillar Inc. | 415 | $102,274.37 | $355,476.55 | - | $253,202.18 | 247.57% | +0.231% |
| COST Costco Wholesale Corporation | 4,693 | $2.98M | $4.51M | - | $1.53M | 51.2% | -0.078% |
| CRM Salesforce Inc | 3,030 | $775,677.71 | $594,516.33 | - | -$181,161.38 | -23.36% | -2.562% |
| CRWD CrowdStrike Holdings, Inc. | 22,584 | $1.56M | $4.9M | - | $3.34M | 213.78% | -3.804% |
| CSCO Cisco Systems, Inc. | 7,660 | $481,132.11 | $855,468.8 | - | $374,336.69 | 77.8% | -1.578% |
| CVX Chevron Corporation | 3,571 | $531,516.29 | $714,200 | - | $182,683.71 | 34.37% | +1.163% |
| DVY iShares Select Dividend ETF | 8,440 | $1.02M | $1.4M | - | $379,877.87 | 37.35% | +0.449% |
| ED Consolidated Edison, Inc. | 3,000 | $255,960 | $326,400 | - | $70,440 | 27.52% | +0.378% |
| ETN Eaton Corporation plc | 1,075 | $458,079 | $485,373.26 | - | $27,294.26 | 5.96% | -0.401% |
| GLW Corning Incorporated | 875 | $223,501.24 | $145,241.26 | - | -$78,259.98 | -35.02% | +4.699% |
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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 - $1.07M, Microsoft Corp - $972,259.94, and Sesen Bio Inc - $920,812.85. 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, The Walt Disney Company - $655,237.87, PayPal Holdings Inc - $628,291.95, and iShares Preferred and Income Securities ETF - $624,763.05. 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 $6.52M earned over time. The largest contributors to dividend income include Sesen Bio Inc - $920,880, iShares Russell 1000 Growth ETF - $473,226.06, Microsoft Corp - $393,967.58, Apple Inc - $313,236.57, and JPMorgan Chase & Co - $277,103.95. 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.
