DJS
Daphne Jo Stasco Portfolio
Invests via Lantern Wealth Advisors LLC | Managed by Daphne Jo Stasco
Invests via Lantern Wealth Advisors LLC
Managed by Daphne Jo Stasco
Automatically Tracked
Daphne Jo Stasco Profile
Daphne Jo Stasco has a dynamic professional trajectory marked by her innovative approach in the financial services sector. With extensive experience in investment analysis and corporate development, she serves as an influential figure in the capital markets landscape. Her expertise encompasses working with various asset classes and providing insights that drive business growth strategies. Through her leadership roles, Daphne actively shapes how organizations harness financial opportunities to achieve long-term success. A recognized thought leader, she consistently engages with industry trends while focusing on aligning client objectives with market realities.
Daphne Jo Stasco has a dynamic professional trajectory marked by her innovative approach in the financial services sector. With extensive experience in investment analysis and corporate development, she serves as an influential figure in the capital markets landscape. Her expertise encompasses working with various asset classes and providing insights that drive business growth strategies. Through her leadership roles, Daphne actively shapes how organizations harness financial opportunities to achieve long-term success. A recognized thought leader, she consistently engages with industry trends while focusing on aligning client objectives with market realities.
Investment Philosophy & Strategy
Opportunity identification drives decision-making for Daphne Jo Stasco, who leverages her extensive experience in investment analysis and corporate development. Her insights into market trends empower strategic positioning that seeks to capitalize on emerging financial prospects. By prioritizing growth through innovative solutions, she crafts tailored approaches that respond directly to client needs while maintaining a competitive edge within the capital markets landscape. Each investment strategy reflects her commitment to navigating complex opportunities with agility and foresight.
Opportunity identification drives decision-making for Daphne Jo Stasco, who leverages her extensive experience in investment analysis and corporate development. Her insights into market trends empower strategic positioning that seeks to capitalize on emerging financial prospects. By prioritizing growth through innovative solutions, she crafts tailored approaches that respond directly to client needs while maintaining a competitive edge within the capital markets landscape. Each investment strategy reflects her commitment to navigating complex opportunities with agility and foresight.
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:
28.02%
Gain +0.36%
Monthly
0.84%
Yearly
10.62%
Drawdown
15.06%
$211.13M
Equity
Holdings
$211.13M
Investment
$168.09M
$53.38M
Profit +$860,903.92
Realized
$10.35M
Unrealized
$43.03M
Dividends
$8.33M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.36%
Profit
$860,903.92
Win %
75%
This Week
Compared To Last Week
Gain
-0.48%
Profit
-$1.02M
Win %
75%
This Month
Compared to last month
Gain
-0.83%
Profit
-$1.76M
Win %
75%
This Year
Compared to last year
Gain
0.76%
Profit
$3.07M
Win %
75%
GEV GE Vernova Inc.
+3.65%
+$18,823.53 
CEG Constellation Energy Corporation
+2.85%
+$7,288.25 
SCHW Charles Schwab Corporation
+2.73%
+$103,154.92 
AMAT Applied Materials, Inc.
+2.64%
+$10,957.5 
TPL Texas Pacific Land Corporation
+2.54%
+$5,906.88 
T AT&T Inc.
+2.48%
+$4,733.28 
VZ Verizon Communications Inc.
+2.46%
+$6,488.79 
JPM JPMorgan Chase & Co.
+2.3%
+$86,767.59 
CMCSA Comcast Corp
+2.23%
+$29,603.15 
RCL Royal Caribbean Group
+2.19%
+$11,489.76 
SPG Simon Property Group, Inc.
+1.93%
+$11,061.12 
TSLA Tesla, Inc.
+1.88%
+$11,565.22 
PRU Prudential Financial, Inc.
+1.87%
+$27,107.78 
KMI Kinder Morgan, Inc.
+1.85%
+$32,437.66 
D Dominion Energy, Inc.
+1.81%
+$5,362.25 
ACN Accenture plc Class A
+1.63%
+$13,076.7 
GLW Corning Incorporated
+1.59%
+$4,496 
BX Blackstone Inc.
+1.56%
+$68,733.63 
DE Deere & Company
+1.53%
+$3,165.36 
BAC Bank of America Corporation
+1.52%
+$12,308.52 
CAT Caterpillar Inc.
+1.48%
+$45,607.68 
GPC Genuine Parts Company
+1.46%
+$5,719.87 
AWK American Water Works Company, Inc.
+1.45%
+$7,059 
NEE NextEra Energy, Inc.
+1.3%
+$27,384.11 
ABBV AbbVie Inc.
+1.3%
+$42,419.08 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$9,794.75 
C Citigroup Inc.
+1.27%
+$5,295.48 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,375 
DIVB iShares Core Dividend ETF
+1.24%
+$3,824.32 
REXR Rexford Industrial Realty, Inc.
+1.11%
+$3,542 
NSC Norfolk Southern Corporation
+1.11%
+$4,558 
JNJ Johnson & Johnson
+1.07%
+$11,661.15 
PVAL Putnam Focused Large Cap Value ETF
+1.03%
+$3,539.55 
SPHQ Invesco S&P 500 Quality ETF
+1.02%
+$3,065.04 
AVUV Avantis U.S. Small Cap Value ETF
+0.95%
+$58,196.97 
VNQ Vanguard Real Estate ETF
+0.95%
+$7,463.82 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$6,789 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$75,941.64 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$10,415.94 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$6,582.42 
HDV iShares Core High Dividend ETF
+0.87%
+$2,076 
ED Consolidated Edison, Inc.
+0.86%
+$2,267.8 
RWL Invesco S&P 500 Revenue ETF
+0.81%
+$2,242.24 
GE General Electric Company
+0.81%
+$3,534.29 
SUI Sun Communities Inc.
+0.81%
+$2,856 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$6,107.24 
PSX Phillips 66
+0.79%
+$3,868.17 
CGDG Capital Group Dividend Growers ETF
+0.76%
+$8,788.55 
CVX Chevron Corporation
+0.75%
+$9,365.93 
HD The Home Depot, Inc.
+0.73%
+$10,138.34 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$2,298.79 
MA Mastercard Incorporated
+0.7%
+$12,539.57 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$28,558.95 
AVUS Avantis U.S. Equity ETF
+0.69%
+$71,895.93 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$16,291.1 
CGDV Capital Group Dividend Value ETF
+0.68%
+$8,607.06 
COST Costco Wholesale Corporation
+0.68%
+$5,261.4 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$8,863.41 
DUK Duke Energy Corporation
+0.64%
+$3,147.41 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$3,198.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$5,001.52 
CGW Invesco S&P Global Water Index ETF
+0.61%
+$1,938 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$24,058.17 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$11,158.29 
IVV iShares Core S&P 500 ETF
+0.58%
+$14,121.24 
GSUS Goldman Sachs MarketBeta U.S.
+0.58%
+$4,500.52 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,307.85 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.57%
+$2,455.56 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$5,044.69 
VYMI Vanguard International High Dividend Yield Index Fund
+0.56%
+$2,888.48 
HON Honeywell International Inc.
+0.55%
+$4,658.5 
GOOGL Alphabet Inc
+0.53%
+$26,317.89 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$5,825.33 
CGUS Capital Group Core Equity ETF
+0.51%
+$3,280.64 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$1,815.84 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$3,806.46 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$5,749.54 
VXF Vanguard Extended Market ETF
+0.48%
+$1,586.88 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.47%
+$4,210.86 
VT Vanguard Total World Stock ETF
+0.46%
+$6,607.44 
URI United Rentals, Inc.
+0.46%
+$1,431.78 
GOOG Alphabet Inc
+0.45%
+$13,047.92 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$3,021.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$16,713.65 
WMT Walmart Inc.
+0.41%
+$1,979 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$6,574.7 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$3,087.03 
PID Invesco International Dividend Achievers ETF
+0.4%
+$910 
BMY Bristol-Myers Squibb Company
+0.4%
+$4,010.18 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$1,841.1 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.34%
+$954.26 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$3,080.8 
CWI SPDR MSCI ACWI ex-US ETF
+0.32%
+$1,293.5 
CGBL Capital Group Core Balanced ETF
+0.32%
+$5,403 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$2,906.8 
TTE TotalEnergies SE
+0.32%
+$924 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.32%
+$680.34 
CGNG Capital Group New Geography Equity ETF
+0.3%
+$1,142.46 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$1,577.94 
MMM 3M Company
+0.29%
+$636.18 
XOM Exxon Mobil Corporation
+0.29%
+$3,529.97 
SCHF Schwab International Equity ETF
+0.29%
+$729.68 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$1,048.52 
CGGE Capital Group Global Equity ETF
+0.22%
+$3,511.43 
JPIB JPMorgan International Bond ETF
+0.19%
+$571.68 
VGK Vanguard FTSE Europe ETF
+0.17%
+$501.89 
BNDX Vanguard Total International Bond ETF
+0.17%
+$708.08 
CGGR Capital Group Growth ETF
+0.15%
+$1,643.32 
PFE Pfizer Inc.
+0.15%
+$664.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$996.4 
NVDA NVIDIA Corporation
+0.14%
+$5,635.64 
BINC iShares Flexible Income Active ETF
+0.12%
+$674.1 
ENB Enbridge Inc.
+0.11%
+$1,151.76 
MSFT Microsoft Corp.
+0.1%
+$2,714.8 
KO The Coca-Cola Company
+0.1%
+$256.08 
IAU iShares Gold Trust
+0.09%
+$486.57 
GLD SPDR Gold Shares
+0.06%
+$170.42 
IQLT iShares MSCI International Quality Factor ETF
+0.06%
+$2,067.69 
ANGL VanEck Fallen Angel High Yield Bond ETF
+0.05%
+$203.37 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$280.1 
TJX The TJX Companies, Inc.
+0.05%
+$1,177.6 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$714.55 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$79.92 
CORO Ishares International Country Rotational Active ETF
+0.03%
+$238.75 
PANW Palo Alto Networks, Inc.
+0.03%
+$109.95 
VPLS Vanguard Core-Plus Bond ETF
+0.02%
+$35.44 
HWM Howmet Aerospace Inc.
+0.01%
+$65.16 
MCD McDonald's Corporation
+0.01%
+$31.4 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
COCH Envoy Medical, Inc.
-4.56%
-$900 
LLY Eli Lilly and Company
-2.41%
-$33,875.4 
NKE Nike, Inc. - Class B
-2.33%
-$5,775.86 
SHLD Global X Defense Tech ETF
-1.98%
-$7,671.63 
SHOP Shopify Inc.
-1.96%
-$14,647.5 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$16,394.7 
ABT Abbott Laboratories
-1.68%
-$8,848.6 
EQNR Equinor ASA Sponsored ADR
-1.54%
-$6,045.5 
AAPL Apple Inc.
-1.52%
-$170,820 
LHX L3Harris Technologies, Inc.
-1.43%
-$21,004.53 
MRK Merck & Co., Inc.
-1.41%
-$4,112.46 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$22,990.4 
MGNX Macrogenics Inc.
-1.25%
-$1,335 
AMZN Amazon.com Inc
-1.21%
-$66,458.03 
NFLX Netflix, Inc.
-1.14%
-$9,690.6 
BA Boeing Company
-1.13%
-$6,408.03 
CPRT Copart Inc.
-1.03%
-$5,164.78 
IBM International Business Machines Corporation
-0.97%
-$5,676.44 
AVGO Broadcom Inc.
-0.94%
-$16,619.47 
CSCO Cisco Systems, Inc.
-0.6%
-$2,843.35 
NVS Novartis AG Sponsored ADR
-0.57%
-$2,728 
ABCL AbCellera Biologics Inc.
-0.57%
-$300 
ETN Eaton Corporation plc
-0.55%
-$8,602.32 
DIS The Walt Disney Company
-0.3%
-$2,997.84 
TLT iShares 20+ Year Treasury Bond ETF
-0.28%
-$1,021.92 
META Meta Platforms Inc Class A
-0.26%
-$3,775.8 
SHEL Shell plc
-0.21%
-$456.76 
MDT Medtronic plc
-0.21%
-$1,517.42 
GILD Gilead Sciences Inc.
-0.21%
-$414.44 
BKAG BNY Mellon Core Bond ETF
-0.15%
-$320.51 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$594.32 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$254.45 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$5,244.64 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.1%
-$2,403.13 
CGCB Capital Group Core Bond ETF
-0.1%
-$657.02 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$696.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.07%
-$3,279.84 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$340.83 
EPD Enterprise Products Partners L.P.
-0.07%
-$230.75 
IBIT iShares Bitcoin Trust
-0.06%
-$107.41 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.05%
-$232.86 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.04%
-$73.39 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.03%
-$66.66 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$178.25 Events
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Dividends
Dividend Analysis
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| Trades 1105 | Longs Won 793/1105 71% | Profit Factor 7.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $230,893.29 |
| Average Win $77,227.05 | Best Trade (Jun 12) $3.33M | Sharpe Ratio -10.8 |
| Average Loss -$25,181.63 | Worst Trade (Dec 31) -$1.19M | Z-Score 11.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $48,311.65 |
| 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 | 8,403 | 7,563 | 6,723 | 5,882 | 5,042 | 4,202 | 3,361 | 2,521 | 1,681 | 840 |
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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