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:
59.77%
Gain -0.66%
Monthly
1.47%
Yearly
19.2%
Drawdown
17.63%
$269.25M
Equity
Holdings
$269.25M
Investment
$207.09M
$73.81M
Profit -$1.24M
Realized
$11.65M
Unrealized
$62.16M
Dividends
$9.54M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.66%
Profit
-$1.24M
Win %
71%
This Week
Compared To Last Week
Gain
0.27%
Profit
$733,947.95
Win %
71%
This Month
Compared to last month
Gain
-0.46%
Profit
-$1.24M
Win %
71%
This Year
Compared to last year
Gain
0.82%
Profit
$2.19M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$139,052.28 
GOOG Alphabet Inc
+6.88%
+$18,996.19 
GOOGL Alphabet Inc
+6.73%
+$35,008.26 
META Meta Platforms Inc Class A
+3.28%
+$40,221.98 
MSFT Microsoft Corp.
+3.02%
+$91,580.81 
NVDA NVIDIA Corporation
+2.93%
+$38,993.64 
CSCO Cisco Systems, Inc.
+2.14%
+$4,541.67 
CRM Salesforce Inc
+1.83%
+$6,004.33 
KMI Kinder Morgan, Inc.
+1.64%
+$3,284.84 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$6,249.9 
CMCSA Comcast Corp
+1.23%
+$2,827.5 
COP ConocoPhillips
+1.22%
+$3,229.15 
AMAT Applied Materials, Inc.
+1.18%
+$2,991.31 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$4,186.46 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$9,053.5 
VUG Vanguard Growth ETF
+1.1%
+$68,756.76 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$119,208.32 
AMLP Alerian MLP ETF
+0.89%
+$6,756.12 
MGC Vanguard Mega Cap ETF
+0.87%
+$1,892.71 
MLPA Global X MLP ETF
+0.87%
+$2,882.67 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$10,345.91 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$4,677.31 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$24,091.31 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$15,333.63 
TSLA Tesla, Inc.
+0.76%
+$2,546.42 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,943.76 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$13,118.49 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,142.45 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,299.04 
IVV iShares Core S&P 500 ETF
+0.69%
+$20,725.76 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$5,757.48 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$2,205.42 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$13,746.06 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$267,678.72 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$7,148.56 
EWX SPDR S&P Emerging Markets Small Cap ETF
+0.61%
+$1,326.35 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$6,290.85 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$1,161.44 
AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044
+0.54%
+$40,620.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$20,486.4 
IYW iShares U.S. Technology ETF
+0.46%
+$936.35 
AVGO Broadcom Inc.
+0.37%
+$2,396.16 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$10,280.22 
VT Vanguard Total World Stock ETF
+0.26%
+$3,882.7 
BRK-A Berkshire Hathaway Inc.
+0.21%
+$1,609.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,487.58 
FTCA Franklin California Municipal Income ETF
+0.14%
+$454.19 
WM Waste Management, Inc.
+0.1%
+$207.02 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$575.46 
IBMO iShares iBonds Dec 2026 Term ETF
+0.08%
+$194.3 
SCYB Schwab High Yield Bond ETF
+0.08%
+$2,566.52 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$214.28 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$129.61 
IBDS iShares iBonds Dec 2027 Term Corporate ETF
+0.04%
+$178.26 
IBMQ iShares iBonds Dec 2028 Term Muni Bond ETF
+0.04%
+$238.67 
JNK SPDR Bloomberg High Yield Bond ETF
+0.02%
+$51.04 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$66.57 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
$0 
PFFD Global X U.S. Preferred ETF
0%
$0 
PZA Invesco National AMT-Free Municipal Bond ETF
0%
$0 
SCMB Schwab Municipal Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
MSBT Morgan Stanley Bitcoin Trust
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.47M 
MU Micron Technology, Inc.
-5.9%
-$25,040.52 
BITB Bitwise Bitcoin ETF
-2.87%
-$36,008.52 
EZBC Franklin Bitcoin ETF
-2.86%
-$13,375 
ABBV AbbVie Inc.
-2.51%
-$10,138.49 
LRCX Lam Research Corporation
-1.58%
-$2,932.81 
GATX GATX Corporation
-1.56%
-$3,279.97 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$4,008.92 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$7,614.27 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$32,553.84 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$21,796.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$116,232.83 
SCHF Schwab International Equity ETF
-0.58%
-$12,326.4 
LLY Eli Lilly and Company
-0.53%
-$1,121.79 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,474.68 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$3,023.5 
MMCA NYLI MacKay California Muni Intermediate ETF
-0.42%
-$1,210.05 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$22,672 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,936.1 
RSG Republic Services, Inc.
-0.37%
-$1,560 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$1,592.83 
VXF Vanguard Extended Market ETF
-0.3%
-$4,366.5 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$1,288.93 
VTV Vanguard Value ETF
-0.27%
-$42,674.57 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,175.12 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$5,299.56 
VB Vanguard Small-Cap ETF
-0.22%
-$1,507.39 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$943 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$4,906.77 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$9,094.3 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,399.5 
SCHI Schwab 5-10 Year Corporate Bond ETF
-0.18%
-$16,018.52 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$4,107.36 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$425.48 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$834.72 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$1,726.06 
PWZ Invesco California AMT-Free Municipal Bond ETF
-0.12%
-$294.72 
MUB iShares National Muni Bond ETF
-0.11%
-$829.56 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,219.57 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,421.2 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$663.65 
IBMR iShares iBonds Dec 2029 Term Maturity Corporate ETF
-0.1%
-$1,066 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.1%
-$169.05 
PGX Invesco Preferred ETF
-0.09%
-$410.67 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$9,575.21 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.07%
-$1,493.63 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$132.2 
SCHJ Schwab 1-5 Year Corporate Bond ETF
-0.06%
-$3,963.8 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$123.73 
CMF iShares California Muni Bond ETF
-0.05%
-$513.51 
VO Vanguard Mid-Cap ETF
-0.05%
-$892.32 
BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF
-0.04%
-$218 
ITM VanEck Intermediate Muni ETF
-0.04%
-$147.62 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$1,103.86 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.04%
-$160.11 
CAM AB California Intermediate Municipal ETF
-0.04%
-$393.32 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$85.14 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$88.86 
IBHF iShares iBonds 2026 Term High Yield and Income ETF
-0.01%
-$79 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 751 | Longs Won 526/751 70% | Profit Factor 29.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $515,376.89 |
| Average Win $145,218.61 | Best Trade (Aug 14) $8.43M | Sharpe Ratio -11.03 |
| Average Loss -$11,452.34 | Worst Trade (Aug 02) -$212,495.25 | Z-Score 4.38 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 6d | Expectancy $98,279.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 60,060 | $13.11M | $18.55M | - | $5.44M | 41.47% | -7.354% |
| ABBV AbbVie Inc. | 1,567 | $249,013.9 | $393,222.98 | - | $144,209.08 | 57.91% | -2.513% |
| AMAT Applied Materials, Inc. | 507 | $175,193.58 | $257,388.7 | - | $82,195.12 | 46.92% | +1.176% |
| AMJB JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 | 203,102 | $6.08M | $7.56M | - | $1.48M | 24.3% | +0.54% |
| AMLP Alerian MLP ETF | 13,788 | $609,919.38 | $762,752.16 | - | $152,832.78 | 25.06% | +0.894% |
| AMZN Amazon.com Inc | 3,854 | $649,413.52 | $1.05M | - | $397,255.76 | 61.17% | +15.321% |
| AVGO Broadcom Inc. | 1,664 | $332,960.2 | $647,761.92 | - | $314,801.72 | 94.55% | +0.371% |
| BITB Bitwise Bitcoin ETF | 35,652 | $1.48M | $1.22M | - | -$266,265.05 | -17.95% | -2.874% |
| BRK-A Berkshire Hathaway Inc. | 1 | $542,625 | $766,600 | - | $223,975 | 41.28% | +0.21% |
| BRK-B Berkshire Hathaway Inc. | 5,527 | $2M | $2.83M | - | $830,217.57 | 41.57% | +0.365% |
| BSJQ Invesco BulletShares 2026 High Yield Corporate Bond ETF | 21,800 | $504,192.87 | $498,784 | - | -$5,408.87 | -1.07% | -0.044% |
| BSMS Invesco BulletShares 2028 Municipal Bond ETF | 14,285 | $336,392.2 | $333,269.05 | - | -$3,123.15 | -0.93% | +0.064% |
| BSMT Invesco BulletShares 2029 Municipal Bond ETF | 12,961 | $302,551.84 | $296,288.46 | - | -$6,263.38 | -2.07% | +0.044% |
| CAM AB California Intermediate Municipal ETF | 39,332 | $987,233 | $976,613.56 | - | -$10,619.44 | -1.08% | -0.04% |
| CMCSA Comcast Corp | 9,750 | $419,606.48 | $233,610 | - | -$185,996.48 | -44.33% | +1.225% |
| CMF iShares California Muni Bond ETF | 17,117 | $986,624 | $967,624.01 | - | -$18,999.99 | -1.93% | -0.053% |
| COP ConocoPhillips | 2,227 | $251,014.65 | $268,308.96 | - | $17,294.31 | 6.89% | +1.218% |
| CRM Salesforce Inc | 1,814 | $481,876.22 | $333,812.29 | - | -$148,063.93 | -30.73% | +1.832% |
| CSCO Cisco Systems, Inc. | 1,869 | $219,533 | $216,785.31 | - | -$2,747.69 | -1.25% | +2.14% |
| DFAT Dimensional US Targeted Value ETF | 3,868 | $208,722 | $273,583.64 | - | $64,861.64 | 31.08% | -0.155% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $939,704.5, VANGUARD FTSE DEVELOPED MARKETS ETF - $889,496.26, Vanguard Mid-Cap ETF - $790,504.64, and Schwab U.S. Small-Cap ETF - $654,126.66. 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 $9.54M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $867,560.07, iShares iBonds 2026 Term High Yield and Income ETF - $649,898.64, JPMorgan Chase Financial Company LLC Alerian MLP Index ETNs due January 28, 2044 - $620,292.91, Vanguard FTSE Emerging Markets ETF - $567,613.94, and Vanguard Value ETF - $483,860.01. 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.
