ES
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:
49.76%
Gain +0.34%
Monthly
0.57%
Yearly
7.1%
Drawdown
15.21%
$184.77M
Equity
Holdings
$184.77M
Investment
$120.9M
$62.77M
Profit +$788,504.01
Realized
-$1.1M
Unrealized
$63.87M
Dividends
$9.88M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.34%
Profit
$788,504.01
Win %
91%
This Week
Compared To Last Week
Gain
-0.99%
Profit
-$1.85M
Win %
91%
This Month
Compared to last month
Gain
-1.51%
Profit
-$2.84M
Win %
91%
This Year
Compared to last year
Gain
3.34%
Profit
$7.14M
Win %
90%
INTC Intel Corporation
+6.48%
+$43,357.6 
AMD Advanced Micro Devices, Inc.
+4.75%
+$97,460.96 
SCCO Southern Copper Corporation
+4.17%
+$37,099.92 
CEG Constellation Energy Corporation
+2.85%
+$20,943.17 
JPM JPMorgan Chase & Co.
+2.3%
+$9,696.96 
IBKR Interactive Brokers Group Inc.
+2.25%
+$8,292 
PM Philip Morris International Inc.
+2.01%
+$33,693.66 
TSLA Tesla, Inc.
+1.88%
+$21,696.98 
EXC Exelon Corporation
+1.54%
+$6,528.2 
BAC Bank of America Corporation
+1.52%
+$25,461.24 
XLF Financial Select Sector SPDR Fund
+1.39%
+$47,882.89 
ABBV AbbVie Inc.
+1.3%
+$5,238.26 
IWN iShares Russell 2000 Value ETF
+1.17%
+$13,386.23 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$72,282.33 
JNJ Johnson & Johnson
+1.05%
+$4,942.5 
IWD iShares Russell 1000 Value ETF
+1.02%
+$18,843.62 
ORLY O'Reilly Automotive Inc.
+1%
+$17,550.04 
DFAT Dimensional US Targeted Value ETF
+0.99%
+$3,481.17 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$25,982.73 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$1,924.41 
SDY SPDR S&P Dividend ETF
+0.82%
+$4,768.34 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$139,582.85 
SBUX Starbucks Corporation
+0.75%
+$3,329.28 
MO Altria Group, Inc.
+0.72%
+$5,981.21 
COST Costco Wholesale Corporation
+0.72%
+$18,789.12 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.71%
+$29,725.41 
IGM iShares Expanded Tech Sector ETF
+0.71%
+$4,096.96 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$5,772.07 
FVD First Trust Value Line Dividend Index Fund
+0.69%
+$1,547.04 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$2,647.08 
YUM Yum! Brands, Inc.
+0.65%
+$3,466 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$1,971.2 
IYJ iShares U.S. Industrials ETF
+0.62%
+$2,611.68 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$1,783 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.61%
+$89,469.63 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,184.62 
VGT Vanguard Information Technology ETF
+0.6%
+$3,914.4 
VOO Vanguard S&P 500 ETF
+0.58%
+$6,413.79 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$137,783.46 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$2,910.04 
GOOGL Alphabet Inc
+0.56%
+$7,550.04 
IWB iShares Russell 1000 ETF
+0.55%
+$4,087.02 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$7,467.66 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$1,661.76 
GOOG Alphabet Inc
+0.46%
+$2,366.52 
CINF Cincinnati Financial Corporation
+0.42%
+$891.76 
XOM Exxon Mobil Corporation
+0.29%
+$947.73 
SHW The Sherwin-Williams Company
+0.14%
+$544.04 
NVDA NVIDIA Corporation
+0.14%
+$27,904.98 
MSFT Microsoft Corp.
+0.1%
+$3,072 
KO The Coca-Cola Company
+0.1%
+$315.44 
TXRH Texas Roadhouse Inc.
+0.1%
+$930.88 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$7,014.9 
GLD SPDR Gold Shares
+0.06%
+$580.95 
IWP iShares Russell Mid-Cap Growth ETF
+0.04%
+$1,017.95 
IHI iShares U.S. Medical Devices ETF
+0.02%
+$169.11 
MCD McDonald's Corporation
+0.01%
+$73.46 
AAPL Apple Inc.
-1.54%
-$113,589.6 
MRK Merck & Co., Inc.
-1.41%
-$5,256.52 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$8,630.03 
SNAP Snap Inc.
-1.22%
-$694.59 
AMZN Amazon.com Inc
-1.21%
-$14,913.65 
NFLX Netflix, Inc.
-1.14%
-$15,301.29 
BA Boeing Company
-1.13%
-$4,643.5 
CPRT Copart Inc.
-1%
-$2,480 
IBM International Business Machines Corporation
-0.97%
-$4,125.17 
EBAY eBay Inc.
-0.92%
-$2,562.37 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$57,243.8 
CSCO Cisco Systems, Inc.
-0.6%
-$7,935.83 
MDLZ Mondelez International, Inc.
-0.58%
-$1,699.04 
MCK McKesson Corporation
-0.36%
-$1,503.6 
DIS The Walt Disney Company
-0.3%
-$607.87 
META Meta Platforms Inc Class A
-0.23%
-$5,041.36 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$4,924.32 
VHT Vanguard Health Care ETF
-0.13%
-$12,336.58 
IBIT iShares Bitcoin Trust
-0.06%
-$175.99 Events
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Dividends
Dividend Analysis
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| Trades 942 | Longs Won 670/942 71% | Profit Factor 9.97 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $676,207.43 |
| Average Win $104,123.46 | Best Trade (Jun 12) $17.54M | Sharpe Ratio -10.16 |
| Average Loss -$25,724.74 | Worst Trade (Dec 30) -$1.62M | Z-Score 21.64 (100%) |
| Commissions $0 | Avg. Trade Length 1y 12m | Expectancy $66,630.14 |
| 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% | 0.35% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
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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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