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:
43.77%
Gain +0.17%
Monthly
1.18%
Yearly
15.16%
Drawdown
17.08%
$218.28M
Equity
Holdings
$218.28M
Investment
$175.64M
$55.69M
Profit +$315,633.88
Realized
$11.26M
Unrealized
$44.44M
Dividends
$8.9M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.17%
Profit
$315,633.88
Win %
72%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$2.02M
Win %
72%
This Month
Compared to last month
Gain
0.38%
Profit
$835,543.12
Win %
72%
This Year
Compared to last year
Gain
0.21%
Profit
$520,379.67
Win %
73%
ACN Accenture plc Class A
+6.88%
+$39,750.01 
BA Boeing Company
+4.76%
+$28,781.66 
TJX The TJX Companies, Inc.
+2.83%
+$63,944.14 
ABT Abbott Laboratories
+2.66%
+$16,290.8 
AWK American Water Works Company, Inc.
+2.59%
+$11,484 
ABBV AbbVie Inc.
+2.56%
+$87,729.21 
HD The Home Depot, Inc.
+2.49%
+$35,464.18 
DE Deere & Company
+2.37%
+$5,409.29 
GOOGL Alphabet Inc
+2.19%
+$95,388.15 
SPG Simon Property Group, Inc.
+2.17%
+$13,958.25 
MA Mastercard Incorporated
+2%
+$36,575.45 
BMY Bristol-Myers Squibb Company
+1.66%
+$17,960.8 
CGW Invesco S&P Global Water Index ETF
+1.47%
+$4,845 
SCHD Schwab U.S. Dividend Equity ETF
+1.38%
+$10,582.3 
WMT Walmart Inc.
+1.22%
+$5,384.24 
MSFT Microsoft Corp.
+1.09%
+$29,873.18 
BX Blackstone Inc.
+0.98%
+$44,085.26 
AAPL Apple Inc.
+0.94%
+$124,317.89 
BAC Bank of America Corporation
+0.79%
+$5,889.8 
LHX L3Harris Technologies, Inc.
+0.57%
+$7,652.24 
GE General Electric Company
+0.55%
+$2,591.83 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.48%
+$3,566.88 
JPM JPMorgan Chase & Co.
+0.31%
+$13,117.86 
JNJ Johnson & Johnson
+0.29%
+$3,642.55 
NVDA NVIDIA Corporation
+0.25%
+$10,281.71 
SPY SPDR S&P 500 ETF Trust
+0.24%
+$1,235.44 
BNDX Vanguard Total International Bond ETF
+0.15%
+$591.43 
APD Air Products and Chemicals, Inc.
+0.09%
+$337.51 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.02%
+$506.63 
XOM Exxon Mobil Corporation
+0.01%
+$83.67 
ABCL AbCellera Biologics Inc.
0%
$0 
ACWX ISHARES MSCI ACWI EX U.S. ETF
0%
$0 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
ANGL VanEck Fallen Angel High Yield Bond ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVUS Avantis U.S. Equity ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BKAG BNY Mellon Core Bond ETF
0%
$0 
BKLC BNY Mellon US Large Cap Core Equity ETF
0%
$0 
BLCR iShares Large Cap Core ACT ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CGBL Capital Group Core Balanced ETF
0%
$0 
CGCB Capital Group Core Bond ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
+$0.03 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGGE Capital Group Global Equity ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGNG Capital Group New Geography Equity ETF
0%
$0 
CGUS Capital Group Core Equity ETF
0%
$0 
CGXU Capital Group International Focus Equity ETF
0%
$0 
CMCSA Comcast Corp
0%
$0 
CORO Ishares International Country Rotational Active ETF
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPRT Copart Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CWI SPDR MSCI ACWI ex-US ETF
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
0%
$0 
DIS The Walt Disney Company
0%
$0 
DIVB iShares Core Dividend ETF
0%
$0 
DIVI Franklin International Core Dividend Tilt Index ETF
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DYNF iShares U.S. Equity Factor Rotation Active ETF
0%
-$0.06 
ED Consolidated Edison, Inc.
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
0%
$0 
GEV GE Vernova Inc.
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GPC Genuine Parts Company
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
$0 
GSIE Goldman Sachs ActiveBeta International Equity ETF
0%
$0 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
0%
$0 
GSUS Goldman Sachs MarketBeta U.S.
0%
-$0.02 
HDV iShares Core High Dividend ETF
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HWM Howmet Aerospace Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
0%
$0 
IQLT iShares MSCI International Quality Factor ETF
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.02 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.05 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
$0 
JPIB JPMorgan International Bond ETF
0%
$0 
KLAC KLA Corporation
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
LLY Eli Lilly and Company
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LRGF iShares U.S. Equity Factor ETF
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MGNX Macrogenics Inc.
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
MMM 3M Company
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
PANW Palo Alto Networks, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PID Invesco International Dividend Achievers ETF
0%
$0 
PSX Phillips 66
0%
$0 
PVAL Putnam Focused Large Cap Value ETF
0%
$0 
QGRW WisdomTree U.S. Quality Growth Fund
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RCL Royal Caribbean Group
0%
$0 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
REXR Rexford Industrial Realty, Inc.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
+$0.4 
RWL Invesco S&P 500 Revenue ETF
0%
-$0.03 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.08 
SCHW Charles Schwab Corporation
0%
$0 
SHLD Global X Defense Tech ETF
0%
$0 
SHOP Shopify Inc.
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPHY SPDR Portfolio High Yield Bond ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
SUI Sun Communities Inc.
0%
$0 
THRO iShares U.S. Thematic Rotation Active ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TPL Texas Pacific Land Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTE TotalEnergies SE
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
-$0.02 
VGK Vanguard FTSE Europe ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.11 
VUG Vanguard Growth ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
STX Seagate Technology Holdings plc
-8.53%
-$21,464.52 
AMD Advanced Micro Devices, Inc.
-8.15%
-$26,133.85 
AMAT Applied Materials, Inc.
-7.82%
-$30,322.51 
BAI iShares A.I. Innovation and Tech Active ETF
-5.24%
-$41,536 
CAT Caterpillar Inc.
-3.71%
-$110,651.26 
URI United Rentals, Inc.
-3.25%
-$10,775.11 
ETN Eaton Corporation plc
-3.11%
-$49,161.02 
ACHR Archer Aviation Inc.
-2.63%
-$1,885 
SPMO Invesco S&P 500 Momentum ETF
-2.62%
-$18,110.8 
XLK State Street Technology Select Sector SPDR ETF
-1.84%
-$19,902 
IAU iShares Gold Trust
-1.41%
-$20,046.96 
GLD SPDR Gold Shares
-1.4%
-$3,897.66 
NSC Norfolk Southern Corporation
-1.31%
-$5,975.76 
CVX Chevron Corporation
-1.27%
-$15,916.34 
AVGO Broadcom Inc.
-0.6%
-$10,353.42 
TSLA Tesla, Inc.
-0.58%
-$2,634.4 
IALT iShares Systematic Alternatives Active ETF
-0.45%
-$2,844.4 
AMZN Amazon.com Inc
-0.23%
-$11,721.48 
META Meta Platforms Inc Class A
-0.08%
-$1,237.4 
NEAR iShares Short Maturity Bond ETF
-0.01%
-$20.4 
VPLS Vanguard Core-Plus Bond ETF
0%
-$2.16 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 886/1262 70% | Profit Factor 7.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $235,601.08 |
| Average Win $72,421.38 | Best Trade (Jul 29) $4.36M | Sharpe Ratio -10.08 |
| Average Loss -$22,529.95 | Worst Trade (Dec 31) -$1.19M | Z-Score 12.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3d | Expectancy $44,131.6 |
| 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 | 9,709 | 8,738 | 7,767 | 6,796 | 5,825 | 4,854 | 3,883 | 2,913 | 1,942 | 971 |
Hover over the desired column for a detailed explanation.
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FAQ
Which stocks have generated the highest profits for Daphne Jo Stasco?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $2.17M, SPDR S&P 500 ETF Trust - $1.57M, Amazon.com Inc - $1.44M, Charles Schwab Corporation - $730,343.6, and Avantis U.S. Equity ETF - $658,682.2. 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: Nike, Inc. - Class B - $565,970.72, CVS Health Corporation - $478,812.14, Accenture plc Class A - $329,348.72, Paychex Inc - $279,097.96, and Meta Platforms Inc Class A - $249,979.52. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Daphne Jo Stasco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.9M earned over time. The largest contributors to dividend income include Icahn Enterprises L.P - $500,000, iShares iBoxx $ Investment Grade Corporate Bond ETF - $427,512.49, Vanguard Total Bond Market Index Fund - $417,846.45, Blackstone Inc - $384,966.31, and Invesco S&P 500 Equal Weight ETF - $294,786.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Daphne Jo Stasco's monthly returns?
Daphne Jo Stasco's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Daphne Jo Stasco's strategy be considered aggressive or moderate?
Daphne Jo Stasco's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Daphne Jo Stasco's strategy?
Daphne Jo Stasco's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
