Nathaniel W. Klitzing Portfolio
Invests via Cambridge Capital Management LLC | Managed by Nathaniel W. Klitzing
Invests via Cambridge Capital Management LLC
Managed by Nathaniel W. Klitzing
Automatically Tracked
Senior investor and operator with experience in corporate finance, M&A and private capital markets, focusing on growth-stage technology and healthcare investments. Nathaniel W. Klitzing combines transactional experience with portfolio oversight, capital raising and strategic planning, and has worked across buyouts, minority investments and corporate restructurings. Market-oriented profile valued for deal execution, operational improvement and investor communications.
Senior investor and operator with experience in corporate finance, M&A and private capital markets, focusing on growth-stage technology and healthcare investments. Nathaniel W. Klitzing combines transactional experience with portfolio oversight, capital raising and strategic planning, and has worked across buyouts, minority investments and corporate restructurings. Market-oriented profile valued for deal execution, operational improvement and investor communications.
Investment Philosophy & Strategy
Combines operator-led, value-creation investing with a market-oriented, growth-stage focus in technology and healthcare. Prioritizes transactions that allow active operational improvement and governance influence, employing flexible capital structures across buyouts, minority stakes and restructurings. Allocates capital with a bias toward scalable revenue models, clear path to margin expansion and disciplined exit timelines. Emphasizes rigorous due diligence, execution focus and investor communications to de-risk value realization.
Combines operator-led, value-creation investing with a market-oriented, growth-stage focus in technology and healthcare. Prioritizes transactions that allow active operational improvement and governance influence, employing flexible capital structures across buyouts, minority stakes and restructurings. Allocates capital with a bias toward scalable revenue models, clear path to margin expansion and disciplined exit timelines. Emphasizes rigorous due diligence, execution focus and investor communications to de-risk value realization.
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:
1.14%
Gain
Monthly
0.04%
Yearly
0.45%
Drawdown
33.02%
$256.85M
Equity
Holdings
$256.85M
Investment
$198.79M
$59.41M
Profit -$1.06M
Realized
$1.35M
Unrealized
$58.06M
Dividends
$9.22M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.06M
Win %
82%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$966,117.5
Win %
82%
This Month
Compared to last month
Gain
-0.19%
Profit
-$495,430.63
Win %
82%
This Year
Compared to last year
Gain
10.66%
Profit
$24.73M
Win %
82%
XOM Exxon Mobil Corporation
+1.7%
+$4,796.05 
SCHP Schwab U.S. TIPS ETF
+0.21%
+$16,379.72 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$301.03 
STIP iShares 0-5 Year TIPS Bond ETF
+0.11%
+$875.26 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.1%
+$16,459.5 
VTV Vanguard Value ETF
+0.09%
+$36,293.8 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$110.98 
BSV Vanguard Short-Term Bond ETF
+0.03%
+$131.72 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.03%
+$125.49 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.02%
+$96.1 
MSFT Microsoft Corp.
-2.11%
-$5,175.17 
VWO Vanguard FTSE Emerging Markets ETF
-1.67%
-$27,910.4 
VUG Vanguard Growth ETF
-1.16%
-$410,504.31 
SCHG Schwab U.S. Large-Cap Growth ETF
-1.13%
-$74,516.91 
QQQ Invesco QQQ Trust, Series 1
-0.97%
-$8,088.52 
IJS iShares S&P Small-Cap 600 Value ETF
-0.93%
-$5,837.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.92%
-$15,782.5 
IJR iShares Core S&P Small-Cap ETF
-0.79%
-$207,246.76 
IVV iShares Core S&P 500 ETF
-0.65%
-$5,696.8 
VOO Vanguard S&P 500 ETF
-0.65%
-$81,577.4 
AMZN Amazon.com Inc
-0.64%
-$3,404.8 
AEE Ameren Corporation
-0.64%
-$5,345.28 
CGNG Capital Group New Geography Equity ETF
-0.64%
-$14,061.83 
SPY SPDR S&P 500 ETF Trust
-0.63%
-$12,490.89 
IWB iShares Russell 1000 ETF
-0.62%
-$2,544.3 
DFAS Dimensional U.S. Small Cap ETF
-0.62%
-$5,912.43 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.62%
-$8,160.88 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.6%
-$2,614.09 
RSP Invesco S&P 500 Equal Weight ETF
-0.53%
-$5,429.84 
VB Vanguard Small-Cap ETF
-0.52%
-$41,059.2 
IJH iShares Core S&P Mid-Cap ETF
-0.47%
-$4,004.28 
AAPL Apple Inc.
-0.46%
-$5,817.08 
SDY SPDR S&P Dividend ETF
-0.42%
-$3,323.76 
DFIC Dimensional International Core Equity Market ETF
-0.39%
-$72,333.25 
IWD iShares Russell 1000 Value ETF
-0.34%
-$6,271.91 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$13,010.22 
ESE Esco Technologies Inc.
-0.31%
-$1,175.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.26%
-$52,052.58 
VO Vanguard Mid-Cap ETF
-0.24%
-$930.54 
SCHF Schwab International Equity ETF
-0.24%
-$13,349.44 
VYM Vanguard High Dividend Yield ETF
-0.07%
-$2,761.56 
VNQ Vanguard Real Estate ETF
-0.06%
-$11,115.24 
MUB iShares National Muni Bond ETF
-0.03%
-$388.43 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.01%
-$947.37 Events
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Dividends
Dividend Analysis
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| Trades 342 | Longs Won 284/342 83% | Profit Factor 134.95 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $979,479.22 |
| Average Win $210,749.53 | Best Trade (Jul 14) $13.92M | Sharpe Ratio -9.82 |
| Average Loss -$7,646.79 | Worst Trade (Jul 14) -$117,527.53 | Z-Score 22.19 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 1d | Expectancy $173,711.56 |
| 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 | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
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Returns
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