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:
65.99%
Gain 0%
Monthly
0.84%
Yearly
10.59%
Drawdown
17.68%
$185.87M
Equity
Holdings
$185.87M
Investment
$122.7M
$63.45M
Profit -$153.89
Realized
-$1.52M
Unrealized
$64.97M
Dividends
$10.47M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
-$153.89
Win %
92%
This Week
Compared To Last Week
Gain
0%
Profit
-$153.89
Win %
92%
This Month
Compared to last month
Gain
0%
Profit
-$153.89
Win %
92%
This Year
Compared to last year
Gain
11.93%
Profit
$19.81M
Win %
91%
AMZN Amazon.com Inc
+15.32%
+$183,647.15 
GOOG Alphabet Inc
+6.88%
+$33,145.71 
GOOGL Alphabet Inc
+6.73%
+$84,824.25 
META Meta Platforms Inc Class A
+3.28%
+$68,563.01 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$22,560 
MSFT Microsoft Corp.
+3.02%
+$104,601.52 
NVDA NVIDIA Corporation
+2.93%
+$577,310.26 
ORLY O'Reilly Automotive Inc.
+2.28%
+$38,805 
CSCO Cisco Systems, Inc.
+2.14%
+$26,416.53 
CINF Cincinnati Financial Corporation
+1.69%
+$3,705.19 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$39,086.79 
IBM International Business Machines Corporation
+0.86%
+$2,950.92 
MCD McDonald's Corporation
+0.82%
+$8,076.24 
TSLA Tesla, Inc.
+0.76%
+$6,822.7 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$83,243.48 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.76%
+$109,351.77 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$173,940.76 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,931.59 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,953.6 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$43,791.66 
IWB iShares Russell 1000 ETF
+0.64%
+$4,749.8 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,938.72 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,711.7 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$23,200.32 
MO Altria Group, Inc.
+0.57%
+$4,529.46 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,795.54 
EXC Exelon Corporation
+0.53%
+$2,238.24 
IWD iShares Russell 1000 Value ETF
+0.44%
+$8,554.77 
EBAY eBay Inc.
+0.43%
+$1,243.14 
IYJ iShares U.S. Industrials ETF
+0.42%
+$1,812.17 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$2,267.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,204.78 
BAC Bank of America Corporation
+0.36%
+$6,668.42 
MRK Merck & Co., Inc.
+0.32%
+$1,264.06 
JPM JPMorgan Chase & Co.
+0.27%
+$1,263.36 
JNJ Johnson & Johnson
+0.21%
+$1,047.81 
DIS The Walt Disney Company
+0.03%
+$59.79 
SNAP Snap Inc.
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$610,793.2 
IBIT iShares Bitcoin Trust
-2.89%
-$9,328 
IBKR Interactive Brokers Group Inc.
-2.75%
-$10,323.54 
ABBV AbbVie Inc.
-2.51%
-$11,626.59 
YUM Yum! Brands, Inc.
-2.37%
-$12,893.52 
BA Boeing Company
-2.15%
-$8,805.98 
NFLX Netflix, Inc.
-2%
-$24,021.38 
AMD Advanced Micro Devices, Inc.
-1.9%
-$38,808.08 
CPRT Copart Inc.
-1.52%
-$3,600 
GLD SPDR Gold Shares
-1.49%
-$14,196.09 
TXRH Texas Roadhouse Inc.
-1.33%
-$16,174.04 
SCCO Southern Copper Corporation
-1.24%
-$11,193.47 
MDLZ Mondelez International, Inc.
-1.22%
-$3,535.85 
SHW The Sherwin-Williams Company
-1.16%
-$4,823.9 
MCK McKesson Corporation
-1.08%
-$5,004.85 
INTC Intel Corporation
-1.02%
-$5,319.6 
KO The Coca-Cola Company
-1.02%
-$3,548.7 
XOM Exxon Mobil Corporation
-0.97%
-$3,411.9 
VHT Vanguard Health Care ETF
-0.76%
-$78,022.29 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$47,173.63 
PM Philip Morris International Inc.
-0.61%
-$10,952.67 
SBUX Starbucks Corporation
-0.57%
-$2,611.2 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$7,329.31 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,950.47 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$3,889.53 
VGT Vanguard Information Technology ETF
-0.38%
-$2,404.56 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,947.32 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$8,958.1 
CEG Constellation Energy Corporation
-0.31%
-$2,411.37 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,698.84 
IWN iShares Russell 2000 Value ETF
-0.25%
-$2,909.94 
COST Costco Wholesale Corporation
-0.24%
-$6,128.56 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,876.93 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$428.64 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$421.92 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$559.02 
XLF Financial Select Sector SPDR Fund
-0.1%
-$3,935.58 Events
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Dividends
Dividend Analysis
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| Trades 942 | Longs Won 674/942 71% | Profit Factor 9.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $668,530.5 |
| Average Win $105,449.27 | Best Trade (Aug 02) $17.04M | Sharpe Ratio -14.02 |
| Average Loss -$28,427.97 | Worst Trade (Dec 30) -$1.62M | Z-Score 20.9 (100%) |
| Commissions $0 | Avg. Trade Length 2y 3w 2d | Expectancy $67,361.05 |
| 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% | 0.28% |
| Consecutive Losing Trades | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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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 - $2.13M, SPDR S&P 500 ETF Trust - $987,676.45, Vanguard Energy ETF - $874,812.52, Utilities Select Sector SPDR Fund - $488,108.64, and Vanguard Health Care ETF - $486,379.99. 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, United Parcel Service, Inc - $227,727.69, and The Walt Disney Company - $179,795.95. 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 $10.47M earned over time. The largest contributors to dividend income include Eaton Vance Tax-Managed Buy-Write Opportunities Fund - $2.48M, Vanguard High Dividend Yield ETF - $1.84M, 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.
