HT
Hannah Tackett Portfolio
Invests via Penobscot Wealth Management | Managed by Penobscot Wealth Management d/b/a Penobscot Financial Advisors, Sam Chaplin
Invests via Penobscot Wealth Management
Managed by Penobscot Wealth Management d/b/a Penobscot Financial Advisors, Sam Chaplin
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Hannah Tackett Profile
Hannah Tackett has made significant strides in the entrepreneurial landscape as a dedicated founder and innovator. With a robust background in technology and business development, she has launched multiple successful ventures that cater to emerging market needs. Her commitment to harnessing innovation for practical solutions positions her as a leading figure in the startup community. Through strategic partnerships and an acute understanding of market trends, Tackett continually drives growth and fosters collaborative opportunities. By focusing on user-centered design and scalable models, she plays an essential role in shaping the future of industry standards.
Hannah Tackett has made significant strides in the entrepreneurial landscape as a dedicated founder and innovator. With a robust background in technology and business development, she has launched multiple successful ventures that cater to emerging market needs. Her commitment to harnessing innovation for practical solutions positions her as a leading figure in the startup community. Through strategic partnerships and an acute understanding of market trends, Tackett continually drives growth and fosters collaborative opportunities. By focusing on user-centered design and scalable models, she plays an essential role in shaping the future of industry standards.
Investment Philosophy & Strategy
Emerging technology trends present vast potential for transformative impact, and Hannah Tackett embodies this entrepreneurial spirit. Leveraging her extensive expertise in business development and innovation, she seeks to identify scalable solutions that resonate with market dynamics. Her strategy is deeply rooted in an awareness of user needs, which enables her ventures to deliver meaningful value while navigating competitive landscapes effectively. With a strong emphasis on building strategic collaborations, Tackett continuously explores opportunities that enhance operational efficiencies and foster growth across industries. This approach underscores her commitment to driving forward-thinking initiatives that shape the future of technological advancements.
Emerging technology trends present vast potential for transformative impact, and Hannah Tackett embodies this entrepreneurial spirit. Leveraging her extensive expertise in business development and innovation, she seeks to identify scalable solutions that resonate with market dynamics. Her strategy is deeply rooted in an awareness of user needs, which enables her ventures to deliver meaningful value while navigating competitive landscapes effectively. With a strong emphasis on building strategic collaborations, Tackett continuously explores opportunities that enhance operational efficiencies and foster growth across industries. This approach underscores her commitment to driving forward-thinking initiatives that shape the future of technological advancements.
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:
29.57%
Gain +0.27%
Monthly
0.34%
Yearly
4.17%
Drawdown
16.53%
$349.2M
Equity
Holdings
$349.2M
Investment
$268.96M
$81.14M
Profit +$1.1M
Realized
$891,559.15
Unrealized
$80.24M
Dividends
$15.34M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.27%
Profit
$1.1M
Win %
90%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.37M
Win %
90%
This Month
Compared to last month
Gain
-0.94%
Profit
-$3.33M
Win %
90%
This Year
Compared to last year
Gain
7.93%
Profit
$25.67M
Win %
90%
JPM JPMorgan Chase & Co.
+2.3%
+$9,855.31 
FMAT Fidelity MSCI Materials Index ETF
+1.52%
+$12,672.9 
CAT Caterpillar Inc.
+1.48%
+$9,403.92 
XLF Financial Select Sector SPDR Fund
+1.39%
+$17,182.74 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$76,374.03 
RPG Invesco S&P 500 Pure Growth ETF
+1.25%
+$11,148.78 
FUTY Fidelity MSCI Utilities Index ETF
+1.14%
+$2,630.55 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$17,215.46 
JNJ Johnson & Johnson
+1.07%
+$2,598.45 
V Visa Inc. Class A
+1.05%
+$1,963.93 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$5,945.8 
IJR iShares Core S&P Small-Cap ETF
+1%
+$4,278.49 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$8,027.64 
VO Vanguard Mid-Cap ETF
+0.97%
+$3,594.35 
USXF iShares ESG Aware MSCI USA ETF
+0.97%
+$3,860.63 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$2,701.71 
VNQ Vanguard Real Estate ETF
+0.95%
+$21,162.15 
VTV Vanguard Value ETF
+0.94%
+$8,515.12 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$6,270.57 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$18,358.93 
FREL Fidelity MSCI Real Estate Index ETF
+0.91%
+$3,471.12 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$10,371.49 
IWM iShares Russell 2000 ETF
+0.9%
+$8,850.36 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$3,396.28 
ICLN iShares Global Clean Energy ETF
+0.87%
+$18,884.52 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$3,890.19 
PG Procter & Gamble Co
+0.85%
+$3,429.91 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$21,129.68 
GE General Electric Company
+0.81%
+$2,246.39 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$99,136.41 
NULV Nuveen ESG Large-Cap Value ETF
+0.73%
+$3,297.07 
VB Vanguard Small-Cap ETF
+0.73%
+$4,944.98 
COST Costco Wholesale Corporation
+0.72%
+$2,411.55 
UNH UnitedHealth Group Incorporated
+0.71%
+$3,610.08 
IGF iShares Global Infrastructure ETF
+0.67%
+$10,705.5 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$29,760.88 
IYW iShares U.S. Technology ETF
+0.62%
+$7,668.35 
EWJ iShares MSCI Japan ETF
+0.62%
+$17,849.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$9,704 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$2,756.29 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$4,517.26 
VGT Vanguard Information Technology ETF
+0.6%
+$91,655.2 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$6,544.07 
IYK iShares U.S. Consumer Staples ETF
+0.6%
+$16,965.96 
IVV iShares Core S&P 500 ETF
+0.58%
+$1,264.2 
VOO Vanguard S&P 500 ETF
+0.58%
+$30,107.88 
ESGV Vanguard ESG U.S. Stock ETF
+0.57%
+$6,397.95 
GOOGL Alphabet Inc
+0.56%
+$2,544.01 
IWB iShares Russell 1000 ETF
+0.55%
+$6,216 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$2,868.36 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.54%
+$6,754.56 
IDXX IDEXX Laboratories, Inc.
+0.51%
+$6,528.88 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$18,824.26 
GOOG Alphabet Inc
+0.46%
+$1,600.64 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$6,327.99 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$1,113.42 
DFAE Dimensional Emerging Core Equity Market ETF
+0.45%
+$25,010.46 
IXUS iShares Core International Stock ETF
+0.43%
+$15,248.31 
IYY iShares Dow Jones U.S. ETF
+0.43%
+$1,765.64 
FIDU Fidelity MSCI Industrials Index ETF
+0.41%
+$13,808.34 
PEP PepsiCo, Inc.
+0.4%
+$974.98 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$1,554.96 
DFIC Dimensional International Core Equity Market ETF
+0.38%
+$34,334.11 
XMHQ Invesco S&P MidCap Quality ETF
+0.35%
+$13,544.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$148,352 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$1,084.86 
MMM 3M Company
+0.29%
+$667.92 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.28%
+$3,315.86 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$186,956.64 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$2,912 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$910.78 
JGRO JPMorgan Active Growth ETF
+0.25%
+$23,826.42 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,858.68 
VUG Vanguard Growth ETF
+0.22%
+$1,193.58 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$483.73 
BNDX Vanguard Total International Bond ETF
+0.19%
+$528.03 
NVDA NVIDIA Corporation
+0.18%
+$2,913.75 
VGK Vanguard FTSE Europe ETF
+0.17%
+$419.43 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$383.15 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
+0.15%
+$5,173.35 
IEUR iShares Core MSCI Europe ETF
+0.14%
+$3,456.86 
MSFT Microsoft Corp.
+0.13%
+$1,439.88 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$4,917.42 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.07%
+$1,330 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$138.3 
VOX Vanguard Communication Services ETF
+0.06%
+$2,511.03 
GLD SPDR Gold Shares
+0.06%
+$309.11 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$4,353.91 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
AAPL Apple Inc.
-1.52%
-$51,889.5 
FSLR First Solar, Inc.
-1.43%
-$5,082.81 
MRK Merck & Co., Inc.
-1.41%
-$9,249.62 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$2,821.97 
AMZN Amazon.com Inc
-1.21%
-$8,242.06 
IBM International Business Machines Corporation
-0.97%
-$2,269.51 
ETN Eaton Corporation plc
-0.55%
-$1,526.01 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$2,622.6 
META Meta Platforms Inc Class A
-0.23%
-$552.5 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$512.82 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$986.03 
VHT Vanguard Health Care ETF
-0.13%
-$4,691.84 
DFGP Dimensional Global Core Fixed Income Fund
-0.11%
-$51,538.44 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$970.48 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$218.03 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$2,117.57 Events
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Dividends
Dividend Analysis
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| Trades 1284 | Longs Won 937/1284 72% | Profit Factor 8.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $324,812.28 |
| Average Win $98,477.03 | Best Trade (Jun 12) $6.87M | Sharpe Ratio -8.97 |
| Average Loss -$32,097.61 | Worst Trade (Jun 29) -$996,886.42 | Z-Score 18.62 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 2w 2d | Expectancy $63,189.33 |
| 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% | <0.01% |
| Consecutive Losing Trades | 10,870 | 9,783 | 8,696 | 7,609 | 6,522 | 5,435 | 4,348 | 3,261 | 2,174 | 1,087 |
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Returns
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