Evan Shorten Portfolio
Invests via PARAGON FINANCIAL PARTNERS Inc. | Managed by Evan Shorten, Elean Mendoza
Invests via PARAGON FINANCIAL PARTNERS Inc.
Managed by Evan Shorten, Elean Mendoza
Automatically Tracked
Evan Shorten Profile
Evan Shorten has established himself as a prominent investor-operator within the technology sector. His professional journey is characterized by a robust combination of entrepreneurial endeavors and leadership roles across several high-growth startups. With a deep understanding of market dynamics, he has played an instrumental role in guiding companies through critical stages of development, leveraging both operational expertise and strategic foresight to drive significant value creation. Known for fostering innovation, his influence extends into mentoring emerging leaders while navigating the complexities of scaling businesses in competitive landscapes.
Evan Shorten has established himself as a prominent investor-operator within the technology sector. His professional journey is characterized by a robust combination of entrepreneurial endeavors and leadership roles across several high-growth startups. With a deep understanding of market dynamics, he has played an instrumental role in guiding companies through critical stages of development, leveraging both operational expertise and strategic foresight to drive significant value creation. Known for fostering innovation, his influence extends into mentoring emerging leaders while navigating the complexities of scaling businesses in competitive landscapes.
Investment Philosophy & Strategy
Growth opportunities in the technology sector are rapidly evolving, driven by continual innovation and shifting consumer demands. Evan Shorten adopts a forward-thinking investment approach, focusing on companies poised for significant scaling. His strategic insights stem from extensive experience in operational leadership, enabling him to identify high-potential startups that demonstrate unique value propositions. Emphasizing mentorship and development, he not only nurtures emerging leaders but also actively collaborates with teams to streamline execution processes. This hands-on methodology enhances competitive positioning while ensuring alignment with market trends.
Growth opportunities in the technology sector are rapidly evolving, driven by continual innovation and shifting consumer demands. Evan Shorten adopts a forward-thinking investment approach, focusing on companies poised for significant scaling. His strategic insights stem from extensive experience in operational leadership, enabling him to identify high-potential startups that demonstrate unique value propositions. Emphasizing mentorship and development, he not only nurtures emerging leaders but also actively collaborates with teams to streamline execution processes. This hands-on methodology enhances competitive positioning while ensuring alignment with market trends.
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:
82.57%
Gain +1.85%
Monthly
0.9%
Yearly
11.41%
Drawdown
17.72%
$196.36M
Equity
Holdings
$196.36M
Investment
$123.79M
$71.42M
Profit +$2.95M
Realized
-$1.15M
Unrealized
$72.57M
Dividends
$10.81M
Goals
Avg. 92% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.85%
Profit
$2.95M
Win %
89%
This Week
Compared To Last Week
Gain
1.53%
Profit
$2.95M
Win %
89%
This Month
Compared to last month
Gain
0.72%
Profit
$1.4M
Win %
89%
This Year
Compared to last year
Gain
4.22%
Profit
$8.01M
Win %
88%
INTC Intel Corporation
+14.74%
+$91,561.18 
AMD Advanced Micro Devices, Inc.
+8.9%
+$209,180.96 
META Meta Platforms Inc Class A
+8.06%
+$209,190.96 
IBIT iShares Bitcoin Trust
+6.01%
+$24,332 
SNAP Snap Inc.
+4.97%
+$3,087.97 
CRWD CrowdStrike Holdings, Inc.
+3.86%
+$146,880.16 
CEG Constellation Energy Corporation
+3.46%
+$26,228.86 
IBKR Interactive Brokers Group Inc.
+2.83%
+$10,809.42 
TSLA Tesla, Inc.
+2.82%
+$34,808.61 
IGM iShares Expanded Tech Sector ETF
+2.54%
+$15,239.74 
NFLX Netflix, Inc.
+2.47%
+$29,204.08 
GOOG Alphabet Inc
+2.35%
+$13,590.23 
QQQ Invesco QQQ Trust, Series 1
+2.33%
+$7,391.19 
XLK State Street Technology Select Sector SPDR ETF
+2.07%
+$60,665.77 
GOOGL Alphabet Inc
+2.04%
+$28,545.48 
IGV iShares Expanded Tech-Software Sector ETF
+2.02%
+$62,320.63 
VGT Vanguard Information Technology ETF
+1.92%
+$13,152.95 
IWF iShares Russell 1000 Growth ETF
+1.83%
+$203,926.5 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.64%
+$74,227.02 
MRK Merck & Co., Inc.
+1.55%
+$7,840.92 
IWP iShares Russell Mid-Cap Growth ETF
+1.52%
+$40,640.82 
BA Boeing Company
+1.49%
+$5,448.25 
NVDA NVIDIA Corporation
+1.24%
+$279,052.56 
IVV iShares Core S&P 500 ETF
+1.23%
+$4,745.16 
VOO Vanguard S&P 500 ETF
+1.2%
+$13,674.61 
IWB iShares Russell 1000 ETF
+1.18%
+$9,033.14 
SPY SPDR S&P 500 ETF Trust
+1.18%
+$290,736.48 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.16%
+$6,266.97 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.14%
+$3,387.7 
MCK McKesson Corporation
+1.13%
+$5,294.81 
ITA iShares U.S. Aerospace & Defense ETF
+1.11%
+$74,053.7 
AMZN Amazon.com Inc
+0.97%
+$12,669 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.83%
+$2,612.61 
YUM Yum! Brands, Inc.
+0.78%
+$3,743.25 
VYMI Vanguard International High Dividend Yield Index Fund
+0.78%
+$11,514.72 
VHT Vanguard Health Care ETF
+0.67%
+$68,180.7 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.66%
+$97,312.9 
SHW The Sherwin-Williams Company
+0.65%
+$2,514.72 
IWD iShares Russell 1000 Value ETF
+0.61%
+$11,165.94 
JNJ Johnson & Johnson
+0.6%
+$3,463.58 
IYJ iShares U.S. Industrials ETF
+0.49%
+$2,053.59 
AAPL Apple Inc.
+0.48%
+$41,429.71 
IWN iShares Russell 2000 Value ETF
+0.43%
+$4,931.79 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.39%
+$828.8 
JPM JPMorgan Chase & Co.
+0.36%
+$1,682.49 
VIG Vanguard Dividend Appreciation ETF
+0.3%
+$1,578.24 
ABBV AbbVie Inc.
+0.27%
+$1,267.61 
CSCO Cisco Systems, Inc.
+0.24%
+$2,826.46 
BAC Bank of America Corporation
+0.22%
+$3,905.75 
SDY SPDR S&P Dividend ETF
+0.18%
+$1,072.54 
FVD First Trust Value Line Dividend Index Fund
+0.13%
+$304.72 
VYM Vanguard High Dividend Yield ETF
+0.1%
+$16,463.63 
EXC Exelon Corporation
+0.1%
+$373.04 
DFAT Dimensional US Targeted Value ETF
+0.08%
+$279.51 
XLF Financial Select Sector SPDR Fund
+0.05%
+$1,908.36 
IHI iShares U.S. Medical Devices ETF
+0.04%
+$294.46 
EBAY eBay Inc.
-3.02%
-$8,578.44 
XOM Exxon Mobil Corporation
-2.67%
-$9,877.97 
ORLY O'Reilly Automotive Inc.
-1.48%
-$24,375 
SBUX Starbucks Corporation
-1.35%
-$5,615.37 
MO Altria Group, Inc.
-1.32%
-$10,626.81 
XLP Consumer Staples Select Sector SPDR Fund
-0.88%
-$3,384.3 
TXRH Texas Roadhouse Inc.
-0.82%
-$8,028.84 
PM Philip Morris International Inc.
-0.74%
-$12,908.93 
MDLZ Mondelez International, Inc.
-0.66%
-$1,932 
SCCO Southern Copper Corporation
-0.62%
-$6,044.18 
GLD SPDR Gold Shares
-0.58%
-$5,984.3 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$31,881.27 
KO The Coca-Cola Company
-0.44%
-$1,540.38 
BRK-B Berkshire Hathaway Inc.
-0.39%
-$3,456 
AFL Aflac Inc.
-0.32%
-$615.68 
CPRT Copart Inc.
-0.27%
-$640 
MCD McDonald's Corporation
-0.25%
-$2,264.9 
CINF Cincinnati Financial Corporation
-0.23%
-$477.28 
IBM International Business Machines Corporation
-0.17%
-$587.1 
COST Costco Wholesale Corporation
-0.06%
-$1,371.39 
MSFT Microsoft Corp.
0%
-$81.29 Events
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Dividends
Dividend Analysis
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| Trades 998 | Longs Won 709/998 71% | Profit Factor 10.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $734,001.85 |
| Average Win $111,830.35 | Best Trade (Sep 08) $19.99M | Sharpe Ratio -11.58 |
| Average Loss -$27,212.88 | Worst Trade (Dec 30) -$1.62M | Z-Score 19.93 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 3d | Expectancy $71,566.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.42% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,417 | $4.45M | $8.58M | - | $4.14M | 92.97% | +0.485% |
| ABBV AbbVie Inc. | 1,798 | $290,863.76 | $475,867.67 | - | $185,003.91 | 63.61% | +0.267% |
| AFL Aflac Inc. | 1,664 | $195,104 | $192,957.44 | - | -$2,146.56 | -1.1% | -0.318% |
| AMD Advanced Micro Devices, Inc. | 4,200 | $603,875.21 | $2.56M | - | $1.96M | 324% | +8.897% |
| AMZN Amazon.com Inc | 5,150 | $772,082.98 | $1.32M | - | $547,192.52 | 70.87% | +0.97% |
| BA Boeing Company | 1,850 | $375,602.01 | $372,118.25 | - | -$3,483.76 | -0.93% | +1.486% |
| BAC Bank of America Corporation | 31,246 | $1.4M | $1.81M | - | $412,454.79 | 29.56% | +0.217% |
| BRK-B Berkshire Hathaway Inc. | 1,728 | $586,688.64 | $877,426.56 | - | $290,737.92 | 49.56% | -0.392% |
| CEG Constellation Energy Corporation | 2,977 | $247,619.11 | $784,500.53 | - | $536,881.42 | 216.82% | +3.459% |
| CINF Cincinnati Financial Corporation | 1,256 | $205,129.92 | $211,786.72 | - | $6,656.8 | 3.25% | -0.225% |
| COST Costco Wholesale Corporation | 2,689 | $1.53M | $2.41M | - | $879,121.98 | 57.57% | -0.057% |
| CPRT Copart Inc. | 8,000 | $303,200 | $233,600 | - | -$69,600 | -22.96% | -0.273% |
| CRWD CrowdStrike Holdings, Inc. | 16,000 | $2.57M | $3.95M | - | $1.38M | 53.9% | +3.863% |
| CSCO Cisco Systems, Inc. | 10,871 | $686,572.86 | $1.19M | - | $506,736.81 | 73.81% | +0.237% |
| DFAT Dimensional US Targeted Value ETF | 5,082 | $276,613.26 | $349,971.93 | - | $73,358.67 | 26.52% | +0.08% |
| EBAY eBay Inc. | 2,538 | $230,851.9 | $275,271.48 | - | $44,419.58 | 19.24% | -3.022% |
| ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 973,129 | $13.87M | $14.93M | - | $1.06M | 7.62% | +0.656% |
| EXC Exelon Corporation | 9,326 | $384,156.14 | $392,717.86 | - | $8,561.72 | 2.23% | +0.095% |
| FVD First Trust Value Line Dividend Index Fund | 4,688 | $213,257.12 | $227,578.96 | - | $14,321.84 | 6.72% | +0.134% |
| GLD SPDR Gold Shares | 2,585 | $468,783.45 | $1.03M | - | $562,256.72 | 119.94% | -0.577% |
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FAQ
Which stocks have generated the highest profits for Evan Shorten?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard High Dividend Yield ETF - $2.37M, SPDR S&P 500 ETF Trust - $1.04M, Vanguard Energy ETF - $874,812.52, Eaton Vance Tax-Managed Buy-Write Opportunities Fund - $548,823.85, and Vanguard Health Care ETF - $514,928.84. 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: PayPal Holdings Inc - $454,633.42, The Estée Lauder Companies Inc. Class A - $368,777.38, Nike, Inc. - Class B - $301,661.4, The Walt Disney Company - $236,329.66, and United Parcel Service, Inc - $227,727.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Evan Shorten's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.81M earned over time. The largest contributors to dividend income include Eaton Vance Tax-Managed Buy-Write Opportunities Fund - $2.57M, Vanguard High Dividend Yield ETF - $1.93M, SPDR S&P 500 ETF Trust - $980,951.63, Vanguard Health Care ETF - $489,604.97, and Utilities Select Sector SPDR Fund - $479,151.42. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Evan Shorten's monthly returns?
Evan Shorten'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 Evan Shorten's strategy be considered aggressive or moderate?
Evan Shorten'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 Evan Shorten's strategy?
Evan Shorten'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.
