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:
49.09%
Gain +0.57%
Monthly
1.2%
Yearly
15.4%
Drawdown
19.2%
$260.77M
Equity
Holdings
$260.77M
Investment
$204.76M
$57.69M
Profit +$969,748.5
Realized
$1.68M
Unrealized
$56.01M
Dividends
$10.35M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.57%
Profit
$969,748.5
Win %
73%
This Week
Compared To Last Week
Gain
-0.49%
Profit
-$1.28M
Win %
73%
This Month
Compared to last month
Gain
0.69%
Profit
$1.79M
Win %
73%
This Year
Compared to last year
Gain
-0.97%
Profit
-$2.5M
Win %
75%
SDY SPDR S&P Dividend ETF
+1.31%
+$10,083.33 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.17%
+$14,520.11 
IJS iShares S&P Small-Cap 600 Value ETF
+1.14%
+$6,393.05 
VNQ Vanguard Real Estate ETF
+1.06%
+$182,015.04 
SXT Sensient Technologies Corporation
+1.01%
+$3,031.06 
RSP Invesco S&P 500 Equal Weight ETF
+0.98%
+$8,554.39 
IJR iShares Core S&P Small-Cap ETF
+0.94%
+$229,382.7 
MSFT Microsoft Corp.
+0.87%
+$2,673.05 
DFAS Dimensional U.S. Small Cap ETF
+0.86%
+$7,731.95 
VB Vanguard Small-Cap ETF
+0.86%
+$64,525.95 
MUB iShares National Muni Bond ETF
+0.79%
+$5,384.65 
VIG Vanguard Dividend Appreciation ETF
+0.79%
+$30,124.5 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.79%
+$3,363.82 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.76%
+$1,494.45 
VTV Vanguard Value ETF
+0.71%
+$287,575.8 
CGMU Capital Group Municipal Income ETF
+0.67%
+$4,005.93 
IWD iShares Russell 1000 Value ETF
+0.66%
+$12,156.48 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.56%
+$94,357.4 
IJH iShares Core S&P Mid-Cap ETF
+0.55%
+$4,450.8 
SCHP Schwab U.S. TIPS ETF
+0.46%
+$35,535.81 
VO Vanguard Mid-Cap ETF
+0.45%
+$1,722.6 
VYM Vanguard High Dividend Yield ETF
+0.43%
+$15,674.05 
SMMU PIMCO Short Term Municipal Bond Active ETF
+0.39%
+$1,873.95 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$973.11 
DFIC Dimensional International Core Equity Market ETF
+0.31%
+$65,533.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.19%
+$831.41 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.17%
+$15,729.76 
IWB iShares Russell 1000 ETF
+0.17%
+$694.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.17%
+$32,514.53 
BSV Vanguard Short-Term Bond ETF
+0.16%
+$637.62 
STIP iShares 0-5 Year TIPS Bond ETF
+0.12%
+$1,017.87 
VOO Vanguard S&P 500 ETF
+0.12%
+$15,976.15 
SCHF Schwab International Equity ETF
+0.11%
+$6,166.62 
SPY SPDR S&P 500 ETF Trust
+0.11%
+$2,179.85 
IVV iShares Core S&P 500 ETF
+0.09%
+$868.67 
AAPL Apple Inc.
+0.06%
+$764.04 
ESE Esco Technologies Inc.
-3.25%
-$9,929.25 
CAT Caterpillar Inc.
-2.44%
-$4,750.19 
XOM Exxon Mobil Corporation
-1.33%
-$4,535.49 
CGNG Capital Group New Geography Equity ETF
-0.72%
-$20,063.65 
AEE Ameren Corporation
-0.64%
-$4,878.44 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$4,732.15 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.37%
-$6,472.48 
VUG Vanguard Growth ETF
-0.34%
-$125,581.93 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.22%
-$15,329.12 
VWO Vanguard FTSE Emerging Markets ETF
-0.22%
-$3,631.03 
AMZN Amazon.com Inc
-0.11%
-$606.48 Events
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Dividends
Dividend Analysis
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| Trades 383 | Longs Won 296/383 77% | Profit Factor 34.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $979,353.46 |
| Average Win $200,703.67 | Best Trade (Oct 14) $15.33M | Sharpe Ratio -10.91 |
| Average Loss -$19,714.55 | Worst Trade (Oct 14) -$375,588.43 | Z-Score 10.36 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 4d | Expectancy $150,634.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 3,820 | $811,942.9 | $1.31M | - | $498,928.3 | 61.45% | +0.058% |
| AEE Ameren Corporation | 7,336 | $732,572.65 | $762,320.44 | - | $29,747.79 | 4.06% | -0.636% |
| AMZN Amazon.com Inc | 2,128 | $328,529.02 | $540,075.76 | - | $211,546.74 | 64.39% | -0.112% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 230,140 | $17.68M | $16.91M | - | -$772,278.52 | -4.37% | +0.561% |
| BRK-B Berkshire Hathaway Inc. | 519 | $258,333.04 | $274,148.76 | - | $15,815.72 | 6.12% | +0.356% |
| BSV Vanguard Short-Term Bond ETF | 5,101 | $393,022.42 | $390,405.03 | - | -$2,617.39 | -0.67% | +0.164% |
| CAT Caterpillar Inc. | 260 | $276,856 | $189,984.6 | - | -$86,871.4 | -31.38% | -2.439% |
| CGMU Capital Group Municipal Income ETF | 22,891 | $628,814 | $602,834.48 | - | -$25,979.52 | -4.13% | +0.669% |
| CGNG Capital Group New Geography Equity ETF | 78,681 | $2.58M | $2.75M | - | $170,645.53 | 6.62% | -0.724% |
| DFAS Dimensional U.S. Small Cap ETF | 11,627 | $744,817.47 | $906,033.97 | - | $161,216.5 | 21.65% | +0.861% |
| DFIC Dimensional International Core Equity Market ETF | 569,855 | $19.59M | $21.37M | - | $1.78M | 9.11% | +0.308% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 196,622 | $9.41M | $9.2M | - | -$211,852.39 | -2.25% | +0.171% |
| ESE Esco Technologies Inc. | 1,187 | $227,750 | $295,663.89 | - | $67,913.89 | 29.82% | -3.249% |
| IJH iShares Core S&P Mid-Cap ETF | 11,127 | $622,186.76 | $808,599.09 | - | $186,412.33 | 29.96% | +0.553% |
| IJR iShares Core S&P Small-Cap ETF | 179,908 | $19.78M | $24.59M | - | $4.81M | 24.31% | +0.942% |
| IJS iShares S&P Small-Cap 600 Value ETF | 4,409 | $454,582.03 | $569,775.07 | - | $115,193.04 | 25.34% | +1.135% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 1,230 | $219,677 | $197,273.55 | - | -$22,403.45 | -10.2% | +0.763% |
| IVV iShares Core S&P 500 ETF | 1,190 | $731,046.96 | $920,845.8 | - | $189,798.84 | 25.96% | +0.094% |
| IVW ISHARES S&P 500 GROWTH ETF (3IS8) | 12,212 | $917,638.09 | $1.73M | - | $807,795.39 | 88.03% | -0.374% |
| IWB iShares Russell 1000 ETF | 992 | $261,533.99 | $417,086.4 | - | $155,552.41 | 59.48% | +0.167% |
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FAQ
Which stocks have generated the highest profits for Nathaniel W. Klitzing?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Value ETF - $1.78M, Vanguard Real Estate ETF - $1.5M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.38M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.07M, and Vanguard Growth ETF - $948,081.69. 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: Johnson & Johnson - $23,490, Berkshire Hathaway Inc - $19,145.07, Sensient Technologies Corporation - $6,627.32, and iShares S&P Small-Cap 600 Growth ETF - $5,130.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathaniel W. Klitzing's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.35M earned over time. The largest contributors to dividend income include Vanguard Value ETF - $1.78M, Vanguard Real Estate ETF - $1.5M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.17M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $1.07M, and iShares Core S&P Small-Cap ETF - $821,032.62. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathaniel W. Klitzing's monthly returns?
Nathaniel W. Klitzing's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nathaniel W. Klitzing's strategy be considered aggressive or moderate?
Nathaniel W. Klitzing'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 Nathaniel W. Klitzing's strategy?
Nathaniel W. Klitzing'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.
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