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

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Tracking: 0 Updated: Jun 12 at 08:11 PM

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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.

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.

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:

58.84%

Gain -0.05%

Monthly

0.59%

Yearly

7.3%

Drawdown

18.02%

$149.72M

Equity

Holdings

$149.72M

Investment

$89.15M

$58.24M

Profit -$106,640.37

Realized

-$2.33M

Unrealized

$60.57M

Dividends

$5.33M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.05%

Profit

-$106,640.37

Win %

83%

This Week

Compared To Last Week

Gain

-2.96%

Profit

-$4.57M

Win %

83%

This Month

Compared to last month

Gain

-3.73%

Profit

-$5.81M

Win %

83%

This Year

Compared to last year

Gain

4.76%

Profit

$6.81M

Win %

83%

Gainers
Losers

ANET Arista Networks, Inc.

+4.38%

+$12,672.5

SCHW Charles Schwab Corporation

+2.73%

+$7,664.14

GS The Goldman Sachs Group, Inc.

+2.61%

+$6,725.49

VZ Verizon Communications Inc.

+2.46%

+$7,860.93

JPM JPMorgan Chase & Co.

+2.3%

+$75,759.56

AXP American Express Company

+2.18%

+$35,055.85

TSLA Tesla, Inc.

+1.88%

+$18,012.02

WFC Wells Fargo & Company

+1.64%

+$3,842.1

BX Blackstone Inc.

+1.57%

+$2,713.2

BAC Bank of America Corporation

+1.52%

+$5,551.56

CAT Caterpillar Inc.

+1.49%

+$5,531.95

ABBV AbbVie Inc.

+1.29%

+$12,068.64

DVY iShares Select Dividend ETF

+1.2%

+$14,128.2

JNJ Johnson & Johnson

+1.07%

+$11,207.25

V Visa Inc. Class A

+1.03%

+$6,027.98

IJR iShares Core S&P Small-Cap ETF

+1%

+$3,826.93

IWR iShares Russell Mid-Cap ETF

+0.95%

+$4,437

VTV Vanguard Value ETF

+0.94%

+$20,843.3

BRK-A Berkshire Hathaway Inc.

+0.93%

+$13,578

XLK State Street Technology Select Sector SPDR ETF

+0.92%

+$3,947.98

IWM iShares Russell 2000 ETF

+0.9%

+$7,846.9

PG Procter & Gamble Co

+0.85%

+$7,881.4

ED Consolidated Edison, Inc.

+0.84%

+$2,700

VYM Vanguard High Dividend Yield ETF

+0.8%

+$2,686.42

KMB Kimberly-Clark Corporation

+0.74%

+$3,084

CVX Chevron Corporation

+0.74%

+$4,926.52

HD The Home Depot, Inc.

+0.72%

+$14,037.66

COST Costco Wholesale Corporation

+0.72%

+$34,278.96

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+0.66%

+$2,398.5

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+0.64%

+$2,735.43

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$2,835.84

IVV iShares Core S&P 500 ETF

+0.58%

+$24,174.67

SPY SPDR S&P 500 ETF Trust

+0.57%

+$10,591.89

GOOGL Alphabet Inc

+0.56%

+$66,924.33

HON Honeywell International Inc.

+0.55%

+$2,692.25

GOOG Alphabet Inc

+0.46%

+$3,706.4

WMT Walmart Inc.

+0.45%

+$2,223.6

PSA Public Storage Common Stock

+0.34%

+$1,456

WM Waste Management, Inc.

+0.29%

+$4,909.52

NVDA NVIDIA Corporation

+0.14%

+$25,338.73

MSFT Microsoft Corp.

+0.1%

+$9,818

IWF iShares Russell 1000 Growth ETF

+0.06%

+$14,581.5

PANW Palo Alto Networks, Inc.

+0.03%

+$410.62

MCD McDonald's Corporation

+0.01%

+$59.71

SNOW

TIPX SPDR Bloomberg 1-10 Year TIPS ETF

LLY Eli Lilly and Company

-2.41%

-$117,326.93

SHOP Shopify Inc.

-2.02%

-$4,738.75

AAPL Apple Inc.

-1.52%

-$264,991.5

MRK Merck & Co., Inc.

-1.41%

-$15,909.35

CRWD CrowdStrike Holdings, Inc.

-1.25%

-$44,418.76

AMZN Amazon.com Inc

-1.23%

-$121,913.52

NFLX Netflix, Inc.

-1.14%

-$9,048.9

UBER Uber Technologies, Inc.

-1.12%

-$17,920.5

IBM International Business Machines Corporation

-0.96%

-$4,213.48

AVGO Broadcom Inc.

-0.91%

-$16,891

CSCO Cisco Systems, Inc.

-0.6%

-$5,772.11

DHR Danaher Corporation

-0.36%

-$760.49

META Meta Platforms Inc Class A

-0.23%

-$2,528.48

CRM Salesforce Inc

-0.22%

-$1,057.68

MUB iShares National Muni Bond ETF

-0.01%

-$27.38

Events

Dividends

Dividend Analysis

No Data

Trades 754	Longs Won 398/754 52%	Profit Factor 5.29
Profitability	Shorts Won 0/0 0%	Standard Deviation $590,461.15
Average Win $180,479.03	Best Trade (Jun 12) $10.2M	Sharpe Ratio -8.85
Average Loss -$38,171.16	Worst Trade (Dec 31) -$656,551.22	Z-Score 4.44 (100%)
Commissions $0	Avg. Trade Length 1y 10m 3w 5d	Expectancy $77,243.66

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%	0.09%
Consecutive Losing Trades	3,922	3,529	3,137	2,745	2,353	1,961	1,569	1,176	784	392