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:
88.44%
Gain -1.29%
Monthly
0.92%
Yearly
11.67%
Drawdown
21.27%
$373.29M
Equity
Holdings
$373.29M
Investment
$296.96M
$82.21M
Profit -$2.34M
Realized
$5.88M
Unrealized
$76.32M
Dividends
$17.67M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.29%
Profit
-$2.34M
Win %
83%
This Week
Compared To Last Week
Gain
-0.62%
Profit
-$2.34M
Win %
83%
This Month
Compared to last month
Gain
-1.25%
Profit
-$4.72M
Win %
83%
This Year
Compared to last year
Gain
-0.43%
Profit
-$1.48M
Win %
84%
GOOGL Alphabet Inc
+3.22%
+$14,995.53 
GOOG Alphabet Inc
+3.07%
+$10,408.41 
META Meta Platforms Inc Class A
+2.71%
+$7,660.52 
IBM International Business Machines Corporation
+2.4%
+$5,001.75 
VOX Vanguard Communication Services ETF
+2.31%
+$100,949.38 
XLC Communication Services Select Sector SPDR Fund
+2.18%
+$14,168.35 
MSFT Microsoft Corp.
+1.97%
+$31,843.68 
COST Costco Wholesale Corporation
+1.56%
+$3,124.94 
XLV Health Care Select Sector SPDR Fund
+1.43%
+$9,634.05 
VHT Vanguard Health Care ETF
+1.38%
+$60,459.11 
V Visa Inc. Class A
+1.32%
+$2,928 
KO The Coca-Cola Company
+1.22%
+$2,891.75 
UNH UnitedHealth Group Incorporated
+1.19%
+$5,658.29 
VDC VANGUARD CONSUMER STAPLES ETF
+1.18%
+$12,480.67 
IYK iShares U.S. Consumer Staples ETF
+1.02%
+$18,114.75 
IDXX IDEXX Laboratories, Inc.
+0.99%
+$10,910.15 
COWZ Pacer US Cash Cows 100 ETF
+0.9%
+$3,051.09 
TMO Thermo Fisher Scientific Inc.
+0.66%
+$1,781.77 
MRK Merck & Co., Inc.
+0.63%
+$5,065.06 
PG Procter & Gamble Co
+0.59%
+$1,990.04 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.48%
+$1,143.37 
JNJ Johnson & Johnson
+0.3%
+$832.38 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.23%
+$615.36 
AAPL Apple Inc.
+0.22%
+$7,004.45 
RSP Invesco S&P 500 Equal Weight ETF
+0.08%
+$525.98 
PEP PepsiCo, Inc.
0%
-$0.02 
GEV GE Vernova Inc.
-8.63%
-$17,679.61 
ETN Eaton Corporation plc
-7.59%
-$25,041.52 
SOXX iShares Semiconductor ETF
-5.75%
-$16,973.6 
INTC Intel Corporation
-5.59%
-$16,663.5 
MU Micron Technology, Inc.
-5.25%
-$23,155.96 
CAT Caterpillar Inc.
-4.3%
-$23,957.59 
NVDA NVIDIA Corporation
-3.35%
-$59,057.76 
NLR VanEck Uranium and Nuclear ETF
-3.27%
-$38,498.5 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$13,722.54 
ESGE iShares ESG Aware MSCI EM ETF
-2.61%
-$16,884.01 
DFAE Dimensional Emerging Core Equity Market ETF
-2.43%
-$160,329.98 
REMX VanEck Rare Earth and Strategic Metals ETF
-2.32%
-$24,071.92 
RPG Invesco S&P 500 Pure Growth ETF
-2.12%
-$17,993.91 
ICLN iShares Global Clean Energy ETF
-2.01%
-$44,008.92 
GE General Electric Company
-1.88%
-$5,088.96 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$34,692.99 
MMM 3M Company
-1.78%
-$4,298.28 
JPM JPMorgan Chase & Co.
-1.71%
-$6,832.99 
USXF iShares ESG Aware MSCI USA ETF
-1.66%
-$9,358.44 
FIDU Fidelity MSCI Industrials Index ETF
-1.59%
-$57,212.06 
VGT Vanguard Information Technology ETF
-1.57%
-$210,252.1 
GLD SPDR Gold Shares
-1.51%
-$7,603.82 
GLDM SPDR Gold MiniShares Trust
-1.47%
-$94,871.7 
IAU iShares Gold Trust
-1.44%
-$4,184.28 
XLU Utilities Select Sector SPDR Fund
-1.37%
-$14,615.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.33%
-$612,790.71 
IXUS iShares Core International Stock ETF
-1.31%
-$44,766.23 
FMAT Fidelity MSCI Materials Index ETF
-1.3%
-$13,343.32 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.26%
-$4,010.6 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.26%
-$17,363.45 
AMZN Amazon.com Inc
-1.25%
-$8,849.97 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$176,552.33 
SPEM SPDR Portfolio Emerging Markets ETF
-1.12%
-$14,332.87 
FENY Fidelity MSCI Energy Index ETF
-1.12%
-$18,270.27 
IGF iShares Global Infrastructure ETF
-1.03%
-$29,022.18 
EWJ iShares MSCI Japan ETF
-1.02%
-$33,897.64 
FSLR First Solar, Inc.
-1%
-$2,737.9 
SCHV Schwab U.S. Large-Cap Value ETF
-0.97%
-$2,762.74 
VGK Vanguard FTSE Europe ETF
-0.89%
-$2,184.79 
IEUR iShares Core MSCI Europe ETF
-0.87%
-$23,195.7 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$3,140.22 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$11,277.75 
IYW iShares U.S. Technology ETF
-0.82%
-$10,108.8 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.81%
-$14,177.1 
VT Vanguard Total World Stock ETF
-0.76%
-$1,637.24 
DFIC Dimensional International Core Equity Market ETF
-0.71%
-$69,870.62 
PXH Invesco FTSE RAFI Emerging Markets ETF
-0.67%
-$1,505.2 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.67%
-$5,392.75 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$2,909.72 
DFSI Dimensional International Sustainability Core 1 ETF
-0.63%
-$2,937.91 
JGRO JPMorgan Active Growth ETF
-0.62%
-$62,571.6 
FREL Fidelity MSCI Real Estate Index ETF
-0.52%
-$1,683.45 
VO Vanguard Mid-Cap ETF
-0.52%
-$1,737.12 
VNQ Vanguard Real Estate ETF
-0.51%
-$8,974.08 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$2,737.98 
VTV Vanguard Value ETF
-0.49%
-$4,403.3 
IVV iShares Core S&P 500 ETF
-0.47%
-$1,274.44 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$6,136.96 
VOO Vanguard S&P 500 ETF
-0.46%
-$24,489.09 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.45%
-$7,228.5 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.45%
-$313,990 
MGC Vanguard Mega Cap ETF
-0.44%
-$1,154.44 
IWB iShares Russell 1000 ETF
-0.44%
-$4,926.74 
SCHX Schwab U.S. Large-Cap ETF
-0.43%
-$16,352.31 
IJS iShares S&P Small-Cap 600 Value ETF
-0.42%
-$2,251.76 
FESM Fidelity Enhanced Small Cap ETF
-0.41%
-$10,558.3 
VB Vanguard Small-Cap ETF
-0.4%
-$2,629.01 
XLF Financial Select Sector SPDR Fund
-0.37%
-$5,196.24 
VUG Vanguard Growth ETF
-0.36%
-$1,853.74 
IWM iShares Russell 2000 ETF
-0.35%
-$4,983.05 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$5,930.82 
IYY iShares Dow Jones U.S. ETF
-0.3%
-$1,292.48 
DFSU Dimensional US Sustainability Core 1 ETF
-0.29%
-$612.5 
IWR iShares Russell Mid-Cap ETF
-0.29%
-$3,889.92 
KOMP SPDR S&P Kensho New Economies Composite ETF
-0.28%
-$6,053.59 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.27%
-$18,349.72 
XMHQ Invesco S&P MidCap Quality ETF
-0.23%
-$4,459.86 
VCR Vanguard Consumer Discretionary ETF
-0.22%
-$587.99 
FDIS Fidelity MSCI Consumer Discretionary Index ETF
-0.18%
-$7,411.86 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.17%
-$8,403.75 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.16%
-$594.72 
BNDX Vanguard Total International Bond ETF
-0.13%
-$1,106.04 
NULV Nuveen ESG Large-Cap Value ETF
-0.12%
-$764.6 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.12%
-$381.03 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$700.42 
IAGG iShares International Aggregate Bond Fund
-0.07%
-$14,080.95 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$179.31 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$959.24 
SHYD VanEck Short High Yield Municipal Fund
-0.04%
-$150.47 
DFGP Dimensional Global Core Fixed Income Fund
-0.04%
-$17,845.99 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$1,018.13 Events
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Dividends
Dividend Analysis
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| Trades 1494 | Longs Won 1083/1494 72% | Profit Factor 6.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $309,198.19 |
| Average Win $89,460.71 | Best Trade (Aug 17) $7.28M | Sharpe Ratio -11.05 |
| Average Loss -$35,719.67 | Worst Trade (Jun 29) -$996,886.42 | Z-Score 14.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 9m 1w 5d | Expectancy $55,023.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,595 | $2.44M | $3.2M | - | $760,019.95 | 31.21% | +0.22% |
| AMZN Amazon.com Inc | 2,757 | $467,131.96 | $699,092.49 | - | $231,960.53 | 49.66% | -1.25% |
| BND Vanguard Total Bond Market Index Fund | 12,735 | $933,495.07 | $906,286.27 | - | -$27,208.8 | -2.91% | -0.077% |
| BNDX Vanguard Total International Bond ETF | 18,434 | $896,040.14 | $865,107.62 | - | -$30,932.52 | -3.45% | -0.128% |
| CAT Caterpillar Inc. | 681 | $229,626.48 | $533,488.59 | - | $303,862.11 | 132.33% | -4.298% |
| COST Costco Wholesale Corporation | 221 | $155,551 | $203,079.11 | - | $47,528.11 | 30.55% | +1.563% |
| COWZ Pacer US Cash Cows 100 ETF | 4,843 | $267,467.84 | $341,770.51 | - | $74,302.67 | 27.78% | +0.901% |
| DFAE Dimensional Emerging Core Equity Market ETF | 164,441 | $4.63M | $6.44M | - | $1.81M | 39.1% | -2.43% |
| DFGP Dimensional Global Core Fixed Income Fund | 841,792 | $44.95M | $44.22M | - | -$729,028.04 | -1.62% | -0.04% |
| DFIC Dimensional International Core Equity Market ETF | 254,075 | $6.93M | $9.82M | - | $2.89M | 41.67% | -0.706% |
| DFSI Dimensional International Sustainability Core 1 ETF | 9,959 | $375,577.19 | $460,155.59 | - | $84,578.4 | 22.52% | -0.634% |
| DFSU Dimensional US Sustainability Core 1 ETF | 4,375 | $202,825 | $208,468.75 | - | $5,643.75 | 2.78% | -0.293% |
| DFUS Dimensional U.S. Equity Market ETF | 6,519 | $337,879.77 | $540,751.05 | - | $202,871.28 | 60.04% | -0.504% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 16,485 | $1.49M | $1.73M | - | $235,057.38 | 15.75% | -0.814% |
| ESGE iShares ESG Aware MSCI EM ETF | 11,807 | $508,859.67 | $630,848.01 | - | $121,988.34 | 23.97% | -2.607% |
| ESGV Vanguard ESG U.S. Stock ETF | 14,121 | $1.55M | $1.9M | - | $355,454.89 | 22.94% | -0.31% |
| ETN Eaton Corporation plc | 776 | $134,580.13 | $305,045.6 | - | $170,465.47 | 126.66% | -7.586% |
| EWJ iShares MSCI Japan ETF | 33,729 | $2.45M | $3.29M | - | $840,514.58 | 34.31% | -1.02% |
| FDIS Fidelity MSCI Consumer Discretionary Index ETF | 41,177 | $3.41M | $4.06M | - | $648,740.58 | 19.02% | -0.182% |
| FENY Fidelity MSCI Energy Index ETF | 45,112 | $1.52M | $1.61M | - | $91,823.76 | 6.05% | -1.122% |
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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 - $2.56M, 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 - $646,406.11, and Paramount Global - $562,950.15. 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 $17.67M earned over time. The largest contributors to dividend income include VANGUARD FTSE DEVELOPED MARKETS ETF - $3.85M, Dimensional Global Core Fixed Income Fund - $2.48M, Vanguard FTSE Emerging Markets ETF - $1.04M, iShares International Aggregate Bond Fund - $974,684.54, and iShares 0-5 Year TIPS Bond ETF - $641,901.75. 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.
