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:
38.22%
Gain +0.86%
Monthly
1.01%
Yearly
12.76%
Drawdown
17.13%
$221.13M
Equity
Holdings
$221.13M
Investment
$173.85M
$41.87M
Profit +$1.56M
Realized
-$5.42M
Unrealized
$47.29M
Dividends
$9.29M
Goals
Avg. 65% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.86%
Profit
$1.56M
Win %
73%
This Week
Compared To Last Week
Gain
-1.06%
Profit
-$2.38M
Win %
73%
This Month
Compared to last month
Gain
-0.91%
Profit
-$2.03M
Win %
73%
This Year
Compared to last year
Gain
1.52%
Profit
$3.37M
Win %
73%
CSCO Cisco Systems, Inc.
+4.42%
+$17,024 
ABCL AbCellera Biologics Inc.
+4.11%
+$4,300 
ETN Eaton Corporation plc
+3.95%
+$64,131.65 
IBM International Business Machines Corporation
+3.93%
+$16,771.75 
GEV GE Vernova Inc.
+3.57%
+$20,856.02 
ACN Accenture plc Class A
+3.36%
+$22,443.75 
HONA Honeywell Aerospace Inc.
+2.93%
+$8,662.5 
REXR Rexford Industrial Realty, Inc.
+2.82%
+$8,882.5 
BA Boeing Company
+2.74%
+$16,050.21 
ACHR Archer Aviation Inc.
+2.57%
+$2,030 
AMD Advanced Micro Devices, Inc.
+2.48%
+$8,109.71 
BX Blackstone Inc.
+2.47%
+$105,127.2 
GLW Corning Incorporated
+1.98%
+$5,168 
KLAC KLA Corporation
+1.95%
+$2,425.46 
AMZN Amazon.com Inc
+1.95%
+$108,589.56 
NFLX Netflix, Inc.
+1.83%
+$14,485.19 
GOOGL Alphabet Inc
+1.76%
+$77,911.31 
AAPL Apple Inc.
+1.74%
+$222,556.08 
CAT Caterpillar Inc.
+1.67%
+$45,959.64 
SHOP Shopify Inc.
+1.67%
+$12,554.5 
GOOG Alphabet Inc
+1.52%
+$41,009.51 
SMH VanEck Semiconductor ETF
+1.47%
+$8,324.25 
XLK State Street Technology Select Sector SPDR ETF
+1.33%
+$15,252 
WMT Walmart Inc.
+1.32%
+$5,522.81 
MMM 3M Company
+1.27%
+$2,862.81 
AVEM Avantis Emerging Markets Equity ETF
+1.26%
+$13,079.29 
CGXU Capital Group International Focus Equity ETF
+1.26%
+$2,820.4 
VZ Verizon Communications Inc.
+1.25%
+$4,060 
IEMG iShares Core MSCI Emerging Markets ETF
+1.2%
+$8,567.16 
CORO Ishares International Country Rotational Active ETF
+1.2%
+$12,526.36 
DIVB iShares Core Dividend ETF
+1.18%
+$5,162.4 
BAI iShares A.I. Innovation and Tech Active ETF
+1.11%
+$9,253.09 
EFV iShares MSCI EAFE Value ETF
+1.07%
+$5,194.77 
CWI SPDR MSCI ACWI ex-US ETF
+1.05%
+$4,278.5 
VEU Vanguard FTSE All-World ex-US ETF
+1.03%
+$8,951.43 
IALT iShares Systematic Alternatives Active ETF
+1.03%
+$6,564 
THRO iShares U.S. Thematic Rotation Active ETF
+1%
+$8,712.18 
IEFA iShares Core MSCI EAFE ETF
+0.99%
+$5,387.06 
HD The Home Depot, Inc.
+0.99%
+$12,780.64 
SPHQ Invesco S&P 500 Quality ETF
+0.97%
+$3,605.31 
BLCR iShares Large Cap Core ACT ETF
+0.94%
+$5,952.86 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.93%
+$37,669.8 
DIVI Franklin International Core Dividend Tilt Index ETF
+0.92%
+$2,556.8 
VUG Vanguard Growth ETF
+0.91%
+$2,182.28 
IVE ISHARES S&P 500 VALUE ETF
+0.91%
+$3,069.76 
BKLC BNY Mellon US Large Cap Core Equity ETF
+0.91%
+$9,094.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.91%
+$2,677.64 
QGRW WisdomTree U.S. Quality Growth Fund
+0.91%
+$1,888.2 
RWL Invesco S&P 500 Revenue ETF
+0.91%
+$3,166.8 
GSUS Goldman Sachs MarketBeta U.S.
+0.9%
+$7,347.37 
CGNG Capital Group New Geography Equity ETF
+0.9%
+$4,980.03 
GS The Goldman Sachs Group, Inc.
+0.89%
+$2,024.64 
LRGF iShares U.S. Equity Factor ETF
+0.89%
+$1,930.62 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.89%
+$12,725.04 
VT Vanguard Total World Stock ETF
+0.88%
+$12,807.2 
CGMM Capital Group U.S. Small and Mid Cap ETF
+0.88%
+$4,104.22 
QQQ Invesco QQQ Trust, Series 1
+0.87%
+$4,426.8 
TPL Texas Pacific Land Corporation
+0.87%
+$2,016 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.85%
+$18,737.81 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.85%
+$6,576.44 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.84%
+$2,099.47 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.84%
+$33,117.69 
QUAL iShares MSCI USA Quality Factor ETF
+0.83%
+$5,829.46 
SPY SPDR S&P 500 ETF Trust
+0.83%
+$4,404.37 
VYMI Vanguard International High Dividend Yield Index Fund
+0.83%
+$4,579.68 
IVV iShares Core S&P 500 ETF
+0.83%
+$31,461.51 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.83%
+$1,881.36 
RDVY First Trust Rising Dividend Achievers ETF
+0.83%
+$1,843.38 
CGGE Capital Group Global Equity ETF
+0.82%
+$13,112.85 
ABBV AbbVie Inc.
+0.82%
+$27,907.77 
AVUS Avantis U.S. Equity ETF
+0.82%
+$90,855.45 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.81%
+$9,435.16 
RSP Invesco S&P 500 Equal Weight ETF
+0.79%
+$66,812.46 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.79%
+$14,545.09 
CGGR Capital Group Growth ETF
+0.79%
+$9,921.07 
JPM JPMorgan Chase & Co.
+0.77%
+$32,026.78 
MGNX Macrogenics Inc.
+0.76%
+$681 
VIG Vanguard Dividend Appreciation ETF
+0.73%
+$7,212.3 
TTE TotalEnergies SE
+0.72%
+$2,178 
CGUS Capital Group Core Equity ETF
+0.72%
+$3,896 
VNQ Vanguard Real Estate ETF
+0.72%
+$5,520.92 
VXF Vanguard Extended Market ETF
+0.72%
+$2,352.48 
PVAL Putnam Focused Large Cap Value ETF
+0.71%
+$3,075.72 
VYM Vanguard High Dividend Yield ETF
+0.7%
+$5,535.84 
DIS The Walt Disney Company
+0.7%
+$6,474.26 
HWM Howmet Aerospace Inc.
+0.69%
+$4,763.7 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.67%
+$2,700.72 
VGK Vanguard FTSE Europe ETF
+0.67%
+$1,945.2 
MA Mastercard Incorporated
+0.67%
+$12,556.27 
BRK-B Berkshire Hathaway Inc.
+0.66%
+$15,167.04 
CGGO Capital Group Global Growth Equity ETF
+0.66%
+$6,245.46 
MSFT Microsoft Corp.
+0.64%
+$22,071.06 
DGRO iShares Core Dividend Growth ETF
+0.62%
+$27,126.72 
AVUV Avantis U.S. Small Cap Value ETF
+0.6%
+$35,021.98 
GLD SPDR Gold Shares
+0.6%
+$1,756.18 
CVX Chevron Corporation
+0.6%
+$8,352.86 
IQLT iShares MSCI International Quality Factor ETF
+0.59%
+$21,064.47 
IAU iShares Gold Trust
+0.58%
+$8,724.14 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.57%
+$3,355.8 
META Meta Platforms Inc Class A
+0.56%
+$9,657.1 
AMAT Applied Materials, Inc.
+0.55%
+$1,860 
SPMO Invesco S&P 500 Momentum ETF
+0.53%
+$3,693.65 
TSLA Tesla, Inc.
+0.52%
+$2,782.4 
KO The Coca-Cola Company
+0.49%
+$1,442.46 
CGDG Capital Group Dividend Growers ETF
+0.47%
+$6,716.34 
CGDV Capital Group Dividend Value ETF
+0.46%
+$5,230.8 
XOM Exxon Mobil Corporation
+0.46%
+$6,317.09 
SCHD Schwab U.S. Dividend Equity ETF
+0.41%
+$3,220.7 
CGBL Capital Group Core Balanced ETF
+0.4%
+$7,498.65 
RCL Royal Caribbean Group
+0.4%
+$1,872.54 
PSX Phillips 66
+0.36%
+$2,406.81 
HDV iShares Core High Dividend ETF
+0.34%
+$865 
PID Invesco International Dividend Achievers ETF
+0.31%
+$700 
COST Costco Wholesale Corporation
+0.25%
+$1,790.78 
AVGO Broadcom Inc.
+0.24%
+$3,899.38 
VRTX Vertex Pharmaceuticals Incorporated
+0.21%
+$1,362.5 
BAC Bank of America Corporation
+0.2%
+$1,502.5 
C Citigroup Inc.
+0.2%
+$554.67 
PFE Pfizer Inc.
+0.18%
+$863.65 
TLT iShares 20+ Year Treasury Bond ETF
+0.11%
+$231.84 
SPG Simon Property Group, Inc.
+0.09%
+$485.62 
CMCSA Comcast Corp
+0.08%
+$930.52 
BNDX Vanguard Total International Bond ETF
+0.05%
+$211.22 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$480.11 
DUK Duke Energy Corporation
+0.04%
+$197.95 
URI United Rentals, Inc.
+0.01%
+$19.11 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
STX Seagate Technology Holdings plc
-3.73%
-$9,905.28 
CPRT Copart Inc.
-2.63%
-$11,048.4 
PANW Palo Alto Networks, Inc.
-2.33%
-$10,446.35 
AWK American Water Works Company, Inc.
-1.52%
-$7,029 
ABT Abbott Laboratories
-1.34%
-$8,145.4 
LHX L3Harris Technologies, Inc.
-1.11%
-$12,323.73 
EPD Enterprise Products Partners L.P.
-1.07%
-$3,876.6 
CRWD CrowdStrike Holdings, Inc.
-1.01%
-$22,717.92 
NSC Norfolk Southern Corporation
-0.9%
-$3,855.74 
D Dominion Energy, Inc.
-0.81%
-$2,570.51 
GILD Gilead Sciences Inc.
-0.75%
-$1,721.52 
APD Air Products and Chemicals, Inc.
-0.72%
-$2,642.5 
MDT Medtronic plc
-0.72%
-$6,683.82 
LLY Eli Lilly and Company
-0.71%
-$9,816.48 
CVS CVS Health Corporation
-0.65%
-$1,499.78 
GCOR Goldman Sachs Access U.S. Aggregate Bond ETF
-0.61%
-$1,379.6 
MRK Merck & Co., Inc.
-0.53%
-$1,845.97 
CEG Constellation Energy Corporation
-0.43%
-$1,119.96 
SUI Sun Communities Inc.
-0.4%
-$1,150 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
-0.37%
-$9,879.28 
GPC Genuine Parts Company
-0.34%
-$1,759.96 
KMB Kimberly-Clark Corporation
-0.34%
-$707.19 
KMI Kinder Morgan, Inc.
-0.32%
-$5,592.9 
JNJ Johnson & Johnson
-0.29%
-$3,595.95 
TJX The TJX Companies, Inc.
-0.28%
-$5,135.78 
DE Deere & Company
-0.25%
-$609.55 
ED Consolidated Edison, Inc.
-0.24%
-$571.2 
MU Micron Technology, Inc.
-0.22%
-$948.23 
MCD McDonald's Corporation
-0.21%
-$855.9 
NVS Novartis AG Sponsored ADR
-0.21%
-$899 
BMY Bristol-Myers Squibb Company
-0.2%
-$2,245.1 
JPIB JPMorgan International Bond ETF
-0.19%
-$611.46 
GE General Electric Company
-0.16%
-$667.58 
NEE NextEra Energy, Inc.
-0.15%
-$2,856.87 
ANGL VanEck Fallen Angel High Yield Bond ETF
-0.14%
-$542.32 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.14%
-$312.34 
VPLS Vanguard Core-Plus Bond ETF
-0.13%
-$432.5 
CGW Invesco S&P Global Water Index ETF
-0.13%
-$408 
BKAG BNY Mellon Core Bond ETF
-0.12%
-$269.95 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.12%
-$605.64 
SHLD Global X Defense Tech ETF
-0.11%
-$606.55 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.11%
-$238.8 
BND Vanguard Total Bond Market Index Fund
-0.1%
-$5,367.32 
GOVT iShares U.S. Treasury Bond ETF
-0.09%
-$270.04 
SCHW Charles Schwab Corporation
-0.08%
-$3,681.63 
BINC iShares Flexible Income Active ETF
-0.08%
-$232 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$374.38 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$381.88 
NVDA NVIDIA Corporation
-0.07%
-$2,981.64 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$1,259.23 
NEAR iShares Short Maturity Bond ETF
-0.06%
-$122.4 
CGCB Capital Group Core Bond ETF
-0.06%
-$424.83 
SPHY SPDR Portfolio High Yield Bond ETF
-0.04%
-$943.84 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.04%
-$1,762.76 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.04%
-$311 Events
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Dividends
Dividend Analysis
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| Trades 1262 | Longs Won 905/1262 71% | Profit Factor 2.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $496,584 |
| Average Win $74,391.84 | Best Trade (Sep 11) $4.22M | Sharpe Ratio -10.05 |
| Average Loss -$71,305.53 | Worst Trade (Dec 30) -$15.4M | Z-Score 13.92 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w | Expectancy $33,176.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.19% |
| Consecutive Losing Trades | 3,106 | 2,795 | 2,484 | 2,174 | 1,863 | 1,553 | 1,242 | 932 | 621 | 311 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 39,217 | $8.18M | $13.03M | - | $4.85M | 59.34% | +1.738% |
| ABBV AbbVie Inc. | 13,353 | $2.15M | $3.43M | - | $1.28M | 59.47% | +0.82% |
| ABCL AbCellera Biologics Inc. | 10,000 | $34,900 | $108,900 | - | $74,000 | 212.03% | +4.111% |
| ABT Abbott Laboratories | 5,860 | $656,792.62 | $597,544.2 | - | -$59,248.42 | -9.02% | -1.345% |
| ACHR Archer Aviation Inc. | 14,500 | $68,585 | $80,982.5 | - | $12,397.5 | 18.08% | +2.571% |
| ACN Accenture plc Class A | 3,750 | $1.07M | $689,606.25 | - | -$376,766.26 | -35.33% | +3.364% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 15,218 | $1.09M | $1.18M | - | $89,485.13 | 8.24% | +0.809% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,348 | $530,806.7 | $513,301.04 | - | -$17,505.66 | -3.3% | -0.073% |
| AMAT Applied Materials, Inc. | 750 | $256,343 | $342,367.5 | - | $86,024.5 | 33.56% | +0.546% |
| AMD Advanced Micro Devices, Inc. | 648 | $376,430 | $334,442.52 | - | -$41,987.48 | -11.15% | +2.485% |
| AMZN Amazon.com Inc | 22,116 | $4.85M | $5.68M | - | $828,199.58 | 17.07% | +1.949% |
| ANGL VanEck Fallen Angel High Yield Bond ETF | 13,558 | $393,553.52 | $386,538.58 | - | -$7,014.94 | -1.78% | -0.14% |
| APD Air Products and Chemicals, Inc. | 1,250 | $347,656.84 | $364,420 | - | $16,763.16 | 4.82% | -0.72% |
| AVEM Avantis Emerging Markets Equity ETF | 10,991 | $836,745.67 | $1.05M | - | $211,026.36 | 25.22% | +1.264% |
| AVGO Broadcom Inc. | 4,482 | $530,728.86 | $1.62M | - | $1.09M | 205.46% | +0.241% |
| AVUS Avantis U.S. Equity ETF | 86,529 | $7.38M | $11.22M | - | $3.84M | 52.02% | +0.816% |
| AVUV Avantis U.S. Small Cap Value ETF | 47,327 | $4.37M | $5.89M | - | $1.52M | 34.7% | +0.598% |
| AWK American Water Works Company, Inc. | 3,300 | $403,293 | $454,443 | - | $51,150 | 12.68% | -1.523% |
| BA Boeing Company | 2,861 | $611,700.27 | $601,983.01 | - | -$9,717.26 | -1.59% | +2.739% |
| BAC Bank of America Corporation | 12,020 | $458,270.53 | $753,473.7 | - | $295,203.17 | 64.42% | +0.2% |
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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 - $743,433.84, and Avantis U.S. Equity ETF - $684,147.68. 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: iShares Bitcoin Trust - $15.42M, Nike, Inc. - Class B - $565,970.72, CVS Health Corporation - $499,107.52, Icahn Enterprises L.P - $370,000, and Accenture plc Class A - $329,348.72. 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 $9.29M earned over time. The largest contributors to dividend income include Icahn Enterprises L.P - $500,000, iShares iBoxx $ Investment Grade Corporate Bond ETF - $467,262.73, Vanguard Total Bond Market Index Fund - $456,529.49, Blackstone Inc - $428,712.79, 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.
