Tammy Trenta Portfolio
Invests via FF Advisors,LLC | Managed by Tammy Trenta
Invests via FF Advisors,LLC
Managed by Tammy Trenta
Automatically Tracked
Tammy Trenta Profile
Seasoned finance executive and strategic operator focused on growth-stage technology and consumer companies. Tammy Trenta has led FP&A, treasury and M&A integrations, partnering with founders and PE sponsors to scale revenue operations and improve margin economics. Known for hands-on treasury management, fundraising readiness, and operationalizing KPIs across sales and product functions. Regular advisor to startups and corporate boards on capital strategy and performance management.
Seasoned finance executive and strategic operator focused on growth-stage technology and consumer companies. Tammy Trenta has led FP&A, treasury and M&A integrations, partnering with founders and PE sponsors to scale revenue operations and improve margin economics. Known for hands-on treasury management, fundraising readiness, and operationalizing KPIs across sales and product functions. Regular advisor to startups and corporate boards on capital strategy and performance management.
Investment Philosophy & Strategy
Adopts a growth-stage, operationally driven investment approach focused on technology and consumer businesses. Prefers capital-efficient rounds where capital funds go to revenue ops, product-led scaling, and margin improvement. Uses deep FP&A and treasury discipline to model runway, optimize cash conversion, and structure rounds with founder- and sponsor-aligned governance. Emphasizes KPI-driven underwriting, hands-on board-level value creation, staged capital deployment, and exit-aware timelines across 3–7 year horizons.
Adopts a growth-stage, operationally driven investment approach focused on technology and consumer businesses. Prefers capital-efficient rounds where capital funds go to revenue ops, product-led scaling, and margin improvement. Uses deep FP&A and treasury discipline to model runway, optimize cash conversion, and structure rounds with founder- and sponsor-aligned governance. Emphasizes KPI-driven underwriting, hands-on board-level value creation, staged capital deployment, and exit-aware timelines across 3–7 year horizons.
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:
59.1%
Gain +0.02%
Monthly
1.39%
Yearly
18.1%
Drawdown
17.63%
$268.52M
Equity
Holdings
$268.52M
Investment
$207.09M
$73.08M
Profit +$39,911.31
Realized
$11.65M
Unrealized
$61.43M
Dividends
$10.28M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
$39,911.31
Win %
67%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$2.24M
Win %
67%
This Month
Compared to last month
Gain
0.3%
Profit
$809,595.65
Win %
67%
This Year
Compared to last year
Gain
0.55%
Profit
$1.46M
Win %
66%
CRM Salesforce Inc
+4.57%
+$19,573.08 
WM Waste Management, Inc.
+3.91%
+$7,942.04 
NZF Nuveen Municipal Credit Income Fund
+2.88%
+$25,990.04 
RSG Republic Services, Inc.
+2.32%
+$10,419.98 
SCHA Schwab U.S. Small-Cap ETF
+1.56%
+$87,200 
VB Vanguard Small-Cap ETF
+1.46%
+$9,478.58 
VTWO Vanguard Russell 2000 ETF
+1.35%
+$8,949.54 
IJR iShares Core S&P Small-Cap ETF
+1.31%
+$3,955.16 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.31%
+$20,791.08 
VBK Vanguard Small-Cap Growth ETF
+1.3%
+$6,010.26 
AAPL Apple Inc.
+1.17%
+$240,840.6 
PGX Invesco Preferred ETF
+1.1%
+$4,517.37 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.06%
+$128,310.36 
USMV iShares MSCI USA Min Vol Factor ETF
+0.94%
+$6,074.3 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.9%
+$39,459.2 
SCHH Schwab U.S. REIT ETF
+0.9%
+$2,457.8 
VIG Vanguard Dividend Appreciation ETF
+0.86%
+$6,828.94 
VTV Vanguard Value ETF
+0.83%
+$132,365.73 
MUB iShares National Muni Bond ETF
+0.82%
+$5,737.79 
JMUB JPMorgan Municipal Bond ETF
+0.77%
+$8,204.38 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$4,645.55 
IUSV iShares Core S&P U.S. Value ETF
+0.71%
+$3,017.59 
SCHV Schwab U.S. Large-Cap Value ETF
+0.71%
+$5,800.32 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$18,072.56 
PZA Invesco National AMT-Free Municipal Bond ETF
+0.7%
+$3,771.3 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$20,145.92 
MLPA Global X MLP ETF
+0.67%
+$2,117.88 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.64%
+$14,017.19 
CMCSA Comcast Corp
+0.64%
+$1,365 
SCHD Schwab U.S. Dividend Equity ETF
+0.62%
+$5,206.58 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$3,269.32 
TSLA Tesla, Inc.
+0.59%
+$2,309.06 
GATX GATX Corporation
+0.58%
+$1,104.53 
VYM Vanguard High Dividend Yield ETF
+0.57%
+$13,174.1 
DFNM Dimensional National Municipal Bond ETF
+0.56%
+$14,350.18 
LLY Eli Lilly and Company
+0.55%
+$1,260.87 
CAM AB California Intermediate Municipal ETF
+0.54%
+$5,113.16 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.53%
+$15,741.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.52%
+$89,030.16 
SCHF Schwab International Equity ETF
+0.48%
+$10,015.2 
AMLP Alerian MLP ETF
+0.46%
+$3,309.12 
SCHB Schwab U.S. Broad Market ETF
+0.44%
+$4,810.65 
MSFT Microsoft Corp.
+0.44%
+$15,801.4 
JNK SPDR Bloomberg High Yield Bond ETF
+0.43%
+$1,020.8 
VEU Vanguard FTSE All-World ex-US ETF
+0.42%
+$9,268.4 
VT Vanguard Total World Stock ETF
+0.41%
+$6,060.8 
VO Vanguard Mid-Cap ETF
+0.38%
+$6,915.48 
MDY SPDR S&P MidCap 400 ETF Trust
+0.35%
+$4,642.56 
DFAT Dimensional US Targeted Value ETF
+0.34%
+$889.64 
SCHX Schwab U.S. Large-Cap ETF
+0.33%
+$3,762.4 
SCYB Schwab High Yield Bond ETF
+0.32%
+$10,266.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.31%
+$2,021.5 
SCMB Schwab Municipal Bond ETF
+0.29%
+$1,177.33 
IJH iShares Core S&P Mid-Cap ETF
+0.27%
+$3,553 
IVV iShares Core S&P 500 ETF
+0.27%
+$8,379.13 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.25%
+$553.41 
IWV ISHARES RUSSELL 3000 ETF
+0.25%
+$523.6 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$475.92 
MMCA NYLI MacKay California Muni Intermediate ETF
+0.22%
+$606.37 
VXF Vanguard Extended Market ETF
+0.19%
+$2,644.44 
SCHM Schwab U.S. Mid-Cap ETF
+0.18%
+$3,721.47 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
+0.16%
+$1,705.6 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.16%
+$6,335.89 
FTCA Franklin California Municipal Income ETF
+0.14%
+$454.19 
PWZ Invesco California AMT-Free Municipal Bond ETF
+0.13%
+$294.72 
IWP iShares Russell Mid-Cap Growth ETF
+0.13%
+$643.27 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$741.51 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.1%
+$336.42 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.08%
+$741.3 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
+0.08%
+$320.22 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.08%
+$164.98 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$194.3 
VTWG Vanguard Russell 2000 Growth ETF
+0.06%
+$282.62 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.06%
+$358 
AMZN Amazon.com Inc
+0.06%
+$539.52 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$129.61 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$178.26 
SUB iShares Short-Term National Muni Bond ETF
+0.02%
+$133.14 
META Meta Platforms Inc Class A
+0.01%
+$113.75 
MSBT Morgan Stanley Bitcoin Trust
0%
$0 
MU Micron Technology, Inc.
-3.4%
-$15,355.1 
CSCO Cisco Systems, Inc.
-3.33%
-$7,083.51 
LRCX Lam Research Corporation
-3.3%
-$5,903.05 
AVGO Broadcom Inc.
-1.98%
-$11,331.84 
AMAT Applied Materials, Inc.
-1.89%
-$4,126.98 
KMI Kinder Morgan, Inc.
-1.59%
-$3,348.01 
EWX SPDR S&P Emerging Markets Small Cap ETF
-0.72%
-$1,647.59 
IEMG iShares Core MSCI Emerging Markets ETF
-0.7%
-$12,884.39 
EEM iShares MSCI Emerging Markets ETF
-0.67%
-$20,718.69 
NVDA NVIDIA Corporation
-0.66%
-$9,833.76 
XLK State Street Technology Select Sector SPDR ETF
-0.65%
-$29,676.68 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
-0.61%
-$42,651.42 
ITM VanEck Intermediate Muni ETF
-0.51%
-$1,697.63 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.44%
-$676.2 
COP ConocoPhillips
-0.43%
-$1,358.47 
VWO Vanguard FTSE Emerging Markets ETF
-0.42%
-$53,218 
BITB Bitwise Bitcoin ETF
-0.42%
-$6,773.88 
QQQM Invesco NASDAQ 100 ETF
-0.42%
-$2,792.18 
QQQ Invesco QQQ Trust, Series 1
-0.39%
-$169,409.28 
EZBC Franklin Bitcoin ETF
-0.37%
-$2,187.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.34%
-$1,045.8 
IYW iShares U.S. Technology ETF
-0.32%
-$728.28 
PFFD Global X U.S. Preferred ETF
-0.29%
-$6,647 
IWF iShares Russell 1000 Growth ETF
-0.25%
-$677.04 
SPEM SPDR Portfolio Emerging Markets ETF
-0.21%
-$4,324.87 
GOOGL Alphabet Inc
-0.17%
-$950.38 
MGK Vanguard Mega Cap Growth ETF
-0.17%
-$1,524.8 
GOOG Alphabet Inc
-0.14%
-$405.23 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.12%
-$10,011.58 
SCHE Schwab Emerging Markets Equity ETF
-0.11%
-$1,334.96 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.08%
-$330.51 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.07%
-$1,527.33 
CMF iShares California Muni Bond ETF
-0.06%
-$513.51 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$218 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.04%
-$395.02 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.04%
-$2,589.68 
VUG Vanguard Growth ETF
-0.03%
-$2,217.96 
ABBV AbbVie Inc.
-0.03%
-$125.39 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.02%
-$71.42 
IUSG iShares Core S&P U.S. Growth ETF
-0.02%
-$100.38 
MGC Vanguard Mega Cap ETF
-0.02%
-$39.94 
VONG Vanguard Russell 1000 Growth Fund
-0.02%
-$92.62 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$99.01 Events
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Dividends
Dividend Analysis
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| Trades 751 | Longs Won 514/751 68% | Profit Factor 22.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $546,599.98 |
| Average Win $148,837.5 | Best Trade (Oct 14) $8.32M | Sharpe Ratio -53.13 |
| Average Loss -$14,452.9 | Worst Trade (Oct 14) -$249,944.82 | Z-Score 2.04 (95.83%) |
| Commissions $0 | Avg. Trade Length 1y 3m 4w 1d | Expectancy $97,306.44 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 60,060 | $13.11M | $20.78M | - | $7.67M | 58.46% | +1.173% |
| ABBV AbbVie Inc. | 1,567 | $249,013.9 | $444,087.78 | - | $195,073.88 | 78.34% | -0.028% |
| AMAT Applied Materials, Inc. | 507 | $175,193.58 | $213,888.09 | - | $38,694.51 | 22.09% | -1.893% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 203,102 | $6.08M | $6.98M | - | $891,605.8 | 14.65% | -0.608% |
| AMLP Alerian MLP ETF | 13,788 | $609,919.38 | $719,044.2 | - | $109,124.82 | 17.89% | +0.462% |
| AMZN Amazon.com Inc | 3,854 | $649,413.52 | $982,384.56 | - | $332,971.04 | 51.27% | +0.055% |
| AVGO Broadcom Inc. | 1,664 | $332,960.2 | $561,633.28 | - | $228,673.08 | 68.68% | -1.978% |
| BITB Bitwise Bitcoin ETF | 35,652 | $1.48M | $1.59M | - | $102,376.63 | 6.9% | -0.425% |
| BRK-A Berkshire Hathaway Inc. | 1 | $542,625 | $789,486 | - | $246,861 | 45.49% | -0.013% |
| BRK-B Berkshire Hathaway Inc. | 5,527 | $2M | $2.93M | - | $928,515.26 | 46.49% | +0.693% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 21,800 | $504,192.87 | $497,694 | - | -$6,498.87 | -1.29% | -0.044% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 14,285 | $336,392.2 | $329,554.95 | - | -$6,837.25 | -2.03% | -0.022% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 12,961 | $302,551.84 | $292,011.33 | - | -$10,540.51 | -3.48% | +0.044% |
| CAM AB California Intermediate Municipal ETF | 39,332 | $987,233 | $956,160.92 | - | -$31,072.08 | -3.15% | +0.538% |
| CMCSA Comcast Corp | 9,750 | $419,606.48 | $213,622.5 | - | -$205,983.98 | -49.09% | +0.643% |
| CMF iShares California Muni Bond ETF | 17,117 | $986,624 | $937,326.92 | - | -$49,297.08 | -5% | -0.055% |
| COP ConocoPhillips | 2,227 | $251,014.65 | $315,632.71 | - | $64,618.06 | 25.74% | -0.429% |
| CRM Salesforce Inc | 1,814 | $481,876.22 | $447,586.38 | - | -$34,289.84 | -7.12% | +4.573% |
| CSCO Cisco Systems, Inc. | 1,869 | $219,533 | $205,309.65 | - | -$14,223.35 | -6.48% | -3.335% |
| DFAT Dimensional US Targeted Value ETF | 3,868 | $208,722 | $264,261.76 | - | $55,539.76 | 26.61% | +0.338% |
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FAQ
Which stocks have generated the highest profits for Tammy Trenta?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $6.43M, Invesco QQQ Trust, Series 1 - $985,006.71, VANGUARD FTSE DEVELOPED MARKETS ETF - $933,393.08, Vanguard Mid-Cap ETF - $796,971.73, and JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 - $732,105.47. 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: Sunnova Energy International Inc - $265,233.29, The Walt Disney Company - $126,678.68, iShares Bitcoin Trust - $103,796.7, Tesla, Inc - $80,549.76, and Ark 21Shares Bitcoin ETF - $54,535.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tammy Trenta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.28M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $911,456.89, JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 - $720,970.57, iShares iBonds 2026 Term High Yield and Income ETF - $653,030.95, Vanguard FTSE Emerging Markets ETF - $591,817.49, and Vanguard Value ETF - $557,449.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tammy Trenta's monthly returns?
Tammy Trenta's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Tammy Trenta's strategy be considered aggressive or moderate?
Tammy Trenta'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 Tammy Trenta's strategy?
Tammy Trenta's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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