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:
76.09%
Gain -1.59%
Monthly
0.89%
Yearly
11.16%
Drawdown
21.24%
$366.92M
Equity
Holdings
$366.92M
Investment
$296.96M
$76.05M
Profit -$2.97M
Realized
$6.09M
Unrealized
$69.96M
Dividends
$17.15M
Goals
Avg. 44.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.59%
Profit
-$2.97M
Win %
80%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.77M
Win %
80%
This Month
Compared to last month
Gain
-1.85%
Profit
-$6.92M
Win %
80%
This Year
Compared to last year
Gain
-2.13%
Profit
-$7.84M
Win %
83%
MU Micron Technology, Inc.
+4.47%
+$17,144.36 
INTC Intel Corporation
+3.5%
+$9,650.34 
GOOG Alphabet Inc
+1.8%
+$6,304.76 
MSFT Microsoft Corp.
+1.76%
+$22,515.21 
GOOGL Alphabet Inc
+1.67%
+$7,959.07 
SOXX iShares Semiconductor ETF
+1.39%
+$4,071.2 
IBM International Business Machines Corporation
+1.36%
+$2,470.95 
AMZN Amazon.com Inc
+1.31%
+$8,918.9 
GEV GE Vernova Inc.
+1.24%
+$2,814.11 
RPG Invesco S&P 500 Pure Growth ETF
+1.04%
+$8,773.89 
FENY Fidelity MSCI Energy Index ETF
+0.92%
+$13,308.04 
ESGE iShares ESG Aware MSCI EM ETF
+0.85%
+$5,077.01 
V Visa Inc. Class A
+0.84%
+$1,803 
NLR VanEck Uranium and Nuclear ETF
+0.8%
+$8,636.15 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$3,508.96 
IYW iShares U.S. Technology ETF
+0.7%
+$8,116.2 
VOX Vanguard Communication Services ETF
+0.64%
+$27,500.4 
META Meta Platforms Inc Class A
+0.64%
+$1,791.96 
XLK State Street Technology Select Sector SPDR ETF
+0.63%
+$11,174.9 
PXH Invesco FTSE RAFI Emerging Markets ETF
+0.61%
+$1,286.95 
VGT Vanguard Information Technology ETF
+0.59%
+$74,141.75 
ETN Eaton Corporation plc
+0.58%
+$1,800.33 
IWF iShares Russell 1000 Growth ETF
+0.5%
+$1,803 
JGRO JPMorgan Active Growth ETF
+0.5%
+$49,201.6 
XLC Communication Services Select Sector SPDR Fund
+0.49%
+$3,122.82 
USXF iShares ESG Aware MSCI USA ETF
+0.43%
+$2,356.11 
VWO Vanguard FTSE Emerging Markets ETF
+0.41%
+$55,691 
MMM 3M Company
+0.38%
+$891.82 
DFAE Dimensional Emerging Core Equity Market ETF
+0.37%
+$23,021.74 
SPEM SPDR Portfolio Emerging Markets ETF
+0.29%
+$3,522.49 
VUG Vanguard Growth ETF
+0.28%
+$1,361.36 
EWJ iShares MSCI Japan ETF
+0.24%
+$7,251.73 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.2%
+$538.44 
NVDA NVIDIA Corporation
+0.19%
+$3,146.52 
ESGV Vanguard ESG U.S. Stock ETF
+0.13%
+$2,400.57 
IWB iShares Russell 1000 ETF
+0.12%
+$1,380.6 
KOMP SPDR S&P Kensho New Economies Composite ETF
+0.11%
+$2,367.27 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.11%
+$1,734.85 
IVV iShares Core S&P 500 ETF
+0.1%
+$259.16 
VOO Vanguard S&P 500 ETF
+0.09%
+$4,806.42 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.09%
+$62,798 
MGC Vanguard Mega Cap ETF
+0.07%
+$172.24 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.06%
+$784.96 
DFUS Dimensional U.S. Equity Market ETF
+0.05%
+$260.76 
VT Vanguard Total World Stock ETF
+0.03%
+$67.1 
IYY iShares Dow Jones U.S. ETF
+0.03%
+$115.4 
VO Vanguard Mid-Cap ETF
+0.02%
+$78.58 
IDXX IDEXX Laboratories, Inc.
+0.02%
+$241.45 
SCHX Schwab U.S. Large-Cap ETF
+0.02%
+$641.51 
SHYD VanEck Short High Yield Municipal Fund
0%
$0 
REMX VanEck Rare Earth and Strategic Metals ETF
-3.73%
-$39,777.38 
AAPL Apple Inc.
-2.68%
-$85,875.15 
FSLR First Solar, Inc.
-2.63%
-$7,309.8 
GE General Electric Company
-2.28%
-$6,645.77 
PEP PepsiCo, Inc.
-1.97%
-$4,571.45 
MRK Merck & Co., Inc.
-1.64%
-$11,660.77 
CAT Caterpillar Inc.
-1.54%
-$9,213.95 
JNJ Johnson & Johnson
-1.07%
-$2,837.36 
FMAT Fidelity MSCI Materials Index ETF
-0.87%
-$8,690.72 
UNH UnitedHealth Group Incorporated
-0.85%
-$4,546.71 
ICLN iShares Global Clean Energy ETF
-0.84%
-$18,948.28 
IEUR iShares Core MSCI Europe ETF
-0.78%
-$20,559.83 
VGK Vanguard FTSE Europe ETF
-0.73%
-$1,761.49 
FREL Fidelity MSCI Real Estate Index ETF
-0.64%
-$2,188.49 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.61%
-$25,735.62 
XLU Utilities Select Sector SPDR Fund
-0.61%
-$6,957.44 
FIDU Fidelity MSCI Industrials Index ETF
-0.59%
-$22,216.37 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.58%
-$1,963.77 
IYK iShares U.S. Consumer Staples ETF
-0.57%
-$10,265.02 
PG Procter & Gamble Co
-0.57%
-$1,966.9 
VNQ Vanguard Real Estate ETF
-0.56%
-$10,469.76 
VCR Vanguard Consumer Discretionary ETF
-0.53%
-$1,456 
TMO Thermo Fisher Scientific Inc.
-0.51%
-$1,215.35 
VHT Vanguard Health Care ETF
-0.51%
-$21,562.29 
XLV Health Care Select Sector SPDR Fund
-0.48%
-$3,170.68 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.47%
-$7,912.8 
VDC VANGUARD CONSUMER STAPLES ETF
-0.47%
-$5,067.41 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.46%
-$1,078.88 
DFSI Dimensional International Sustainability Core 1 ETF
-0.45%
-$2,041.6 
DFIC Dimensional International Core Equity Market ETF
-0.45%
-$42,964.08 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.44%
-$20,627.19 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.44%
-$1,664.99 
IEFA iShares Core MSCI EAFE ETF
-0.43%
-$5,604.7 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.37%
-$161,094.46 
IJS iShares S&P Small-Cap 600 Value ETF
-0.36%
-$1,970.29 
COST Costco Wholesale Corporation
-0.35%
-$720.46 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.32%
-$4,274.08 
BND Vanguard Total Bond Market Index Fund
-0.32%
-$2,929.05 
JPM JPMorgan Chase & Co.
-0.31%
-$1,178.11 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.28%
-$18,833.1 
DFGP Dimensional Global Core Fixed Income Fund
-0.28%
-$126,268.8 
DFSU Dimensional US Sustainability Core 1 ETF
-0.26%
-$525 
IGF iShares Global Infrastructure ETF
-0.25%
-$7,255.55 
XLF Financial Select Sector SPDR Fund
-0.22%
-$3,093 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$949.17 
BNDX Vanguard Total International Bond ETF
-0.2%
-$1,751.23 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,144.78 
GLDM SPDR Gold MiniShares Trust
-0.16%
-$9,795.88 
IWM iShares Russell 2000 ETF
-0.16%
-$2,342.05 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.15%
-$1,238.87 
GLD SPDR Gold Shares
-0.14%
-$630.5 
IXUS iShares Core International Stock ETF
-0.13%
-$4,406.12 
SCHV Schwab U.S. Large-Cap Value ETF
-0.13%
-$371.12 
FESM Fidelity Enhanced Small Cap ETF
-0.13%
-$3,334.2 
IAU iShares Gold Trust
-0.13%
-$336.87 
VTV Vanguard Value ETF
-0.12%
-$1,080.81 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.12%
-$364.6 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$348.46 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.11%
-$2,038.38 
XMHQ Invesco S&P MidCap Quality ETF
-0.1%
-$1,899.57 
VB Vanguard Small-Cap ETF
-0.1%
-$674.1 
KO The Coca-Cola Company
-0.1%
-$209.01 
IWR iShares Russell Mid-Cap ETF
-0.09%
-$1,215.6 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$14,080.95 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$5,243.37 
NULV Nuveen ESG Large-Cap Value ETF
-0.02%
-$117.63 
COWZ Pacer US Cash Cows 100 ETF
-0.01%
-$48.43 Events
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Dividends
Dividend Analysis
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| Trades 1494 | Longs Won 1060/1494 70% | Profit Factor 6.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,947.99 |
| Average Win $84,777.25 | Best Trade (Jul 23) $6.67M | Sharpe Ratio -11.1 |
| Average Loss -$31,838.57 | Worst Trade (Jun 29) -$996,886.42 | Z-Score 15.99 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 5d | Expectancy $50,900.9 |
| 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 | 11,494 | 10,345 | 9,195 | 8,046 | 6,897 | 5,747 | 4,598 | 3,448 | 2,299 | 1,149 |
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Returns
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FAQ
Which stocks have generated the highest profits for Hannah Tackett?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.09M, VANGUARD FTSE DEVELOPED MARKETS ETF - $3.03M, Dimensional Global Core Fixed Income Fund - $2.13M, Vanguard Information Technology ETF - $1.51M, and SPDR Portfolio S&P 500 Value ETF - $1.5M. 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: ARK Innovation ETF Fund - $1.05M, SPDR Bloomberg Convertible Securities ETF - $782,044.67, Vanguard Intermediate-Term Corporate Bond Fund - $766,138.45, iShares Global Clean Energy ETF - $646,347.24, and Paramount Global - $559,319.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Hannah Tackett's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.15M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $3.85M, Dimensional Global Core Fixed Income Fund - $2.05M, Vanguard FTSE Emerging Markets ETF - $1.04M, iShares International Aggregate Bond Fund - $971,729, and iShares 0-5 Year TIPS Bond ETF - $566,661.94. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Hannah Tackett's monthly returns?
Hannah Tackett'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 Hannah Tackett's strategy be considered aggressive or moderate?
Hannah Tackett'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 Hannah Tackett's strategy?
Hannah Tackett'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.
