NM
Nicole Murphey Portfolio
Invests via BSW Wealth Partners | Managed by Nicole Murphey
Invests via BSW Wealth Partners
Managed by Nicole Murphey
Automatically Tracked
Nicole Murphey Profile
With a notable background in strategic investments, Nicole Murphey has established herself as a dynamic force within the financial landscape. Her expertise encompasses venture capital and corporate development, focusing on identifying high-growth opportunities across technology and consumer sectors. As an investor-operator, she skillfully navigates market complexities to create value through active engagement with portfolio companies. Leveraging her extensive network and experience in building successful startups, she drives innovation while promoting sustainable growth initiatives. Her leadership not only fosters entrepreneurial success but also positions her as an influential figure among investors looking to capitalize on emerging market trends.
With a notable background in strategic investments, Nicole Murphey has established herself as a dynamic force within the financial landscape. Her expertise encompasses venture capital and corporate development, focusing on identifying high-growth opportunities across technology and consumer sectors. As an investor-operator, she skillfully navigates market complexities to create value through active engagement with portfolio companies. Leveraging her extensive network and experience in building successful startups, she drives innovation while promoting sustainable growth initiatives. Her leadership not only fosters entrepreneurial success but also positions her as an influential figure among investors looking to capitalize on emerging market trends.
Investment Philosophy & Strategy
Focusing on transformative growth opportunities, Nicole Murphey employs a keen eye for innovation within the technology and consumer landscapes. Her strategic insights are rooted in substantial entrepreneurial experience, allowing her to effectively spot potential in early-stage ventures. By actively collaborating with management teams, she aims to unlock value and enhance operational efficiency throughout her investments. Emphasizing sustainable practices, she champions initiatives that not only drive financial returns but also promote long-term viability. Through her multifaceted approach as both an investor and operator, a unique perspective enriches her investment strategies while fostering robust relationships across various sectors.
Focusing on transformative growth opportunities, Nicole Murphey employs a keen eye for innovation within the technology and consumer landscapes. Her strategic insights are rooted in substantial entrepreneurial experience, allowing her to effectively spot potential in early-stage ventures. By actively collaborating with management teams, she aims to unlock value and enhance operational efficiency throughout her investments. Emphasizing sustainable practices, she champions initiatives that not only drive financial returns but also promote long-term viability. Through her multifaceted approach as both an investor and operator, a unique perspective enriches her investment strategies while fostering robust relationships across various sectors.
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:
79.69%
Gain +0.86%
Monthly
0.39%
Yearly
4.78%
Drawdown
33.11%
$914.14M
Equity
Holdings
$914.14M
Investment
$614.75M
$326.47M
Profit +$5.56M
Realized
$27.08M
Unrealized
$299.39M
Dividends
$93.23M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.86%
Profit
$5.56M
Win %
77%
This Week
Compared To Last Week
Gain
0.61%
Profit
$5.56M
Win %
77%
This Month
Compared to last month
Gain
1.1%
Profit
$9.95M
Win %
77%
This Year
Compared to last year
Gain
14.26%
Profit
$114.07M
Win %
76%
DOCN DigitalOcean Holdings, Inc.
+7.58%
+$98,668.92 
TSLA Tesla, Inc.
+6.28%
+$64,529.86 
NOK Nokia Corporation Sponsored ADR
+5.71%
+$6,015.24 
SNPS Synopsys Inc.
+5.63%
+$62,319.53 
LPL LG Display Co., Ltd. ADR
+4.83%
+$5,334.87 
GEV GE Vernova Inc.
+4.68%
+$51,439.68 
CDNS Cadence Design Systems, Inc.
+4.41%
+$16,470.64 
PWR Quanta Services, Inc.
+4.4%
+$38,095.22 
LRCX Lam Research Corp.
+4.34%
+$104,776.35 
STRL Sterling Infrastructure, Inc.
+4.31%
+$27,017.99 
INTC Intel Corporation
+4.3%
+$128,547.54 
KEYS Keysight Technologies, Inc.
+3.93%
+$27,995.42 
RKLB Rocket Lab Corporation
+3.8%
+$13,222 
KLAC KLA Corporation
+3.76%
+$29,975.6 
STX Seagate Technology Holdings plc
+3.67%
+$14,153.82 
MU Micron Technology Inc.
+3.67%
+$101,785.28 
AMAT Applied Materials Inc.
+3.66%
+$60,391.13 
DELL Dell Technologies Inc. Class C Common Stock
+3.42%
+$301,822.4 
LMT Lockheed Martin Corporation
+3.41%
+$18,510.42 
ANET Arista Networks Inc.
+3.36%
+$28,371.57 
WDC Western Digital Corp.
+3.13%
+$15,759.49 
VRT Vertiv Holdings Co Class A Common Stock
+3.09%
+$10,883.98 
CSCO Cisco Systems, Inc.
+3.05%
+$28,940.44 
AVGO Broadcom Inc.
+3.04%
+$138,289.34 
GLW Corning Incorporated
+2.98%
+$8,579.25 
HUBB Hubbell Inc.
+2.95%
+$9,458.35 
ASX ASE Technology Holding Co., Ltd. ADR
+2.84%
+$42,876.9 
MS Morgan Stanley Common Stock
+2.79%
+$33,068.84 
TEL TE Connectivity plc
+2.78%
+$7,293.82 
AMD Advanced Micro Devices Inc.
+2.66%
+$115,759.28 
QCOM QUALCOMM Incorporated
+2.66%
+$25,506.33 
NVDA NVIDIA Corporation
+2.51%
+$334,166.82 
PANW Palo Alto Networks, Inc.
+2.51%
+$43,519.35 
JCI Johnson Controls International plc
+2.5%
+$14,029.16 
RCL Royal Caribbean Cruises Ltd.
+2.49%
+$5,025.62 
DOV Dover Corporation
+2.38%
+$21,647.58 
GS The Goldman Sachs Group, Inc.
+2.25%
+$30,248.16 
TSM Taiwan Semiconductor Manufacturing Company Ltd. ADR
+2.2%
+$91,162.7 
RTX RTX Corporation
+2.17%
+$8,400.07 
PSX Phillips 66
+2.17%
+$8,042.57 
ASML ASML Holding N.V. NY Registered Shares
+2.09%
+$33,651.38 
WAB Wabtec Corporation
+2.02%
+$21,262.73 
ETN Eaton Corporation plc
+1.99%
+$5,577.21 
BBVA Banco Bilbao Vizcaya Argentaria, S.A. Sponsored ADR
+1.97%
+$18,865.98 
STT State Street Corporation Common Stock
+1.91%
+$6,156.78 
XLK State Street Technology Select Sector SPDR ETF
+1.88%
+$56,704.96 
UMC United Microelectronics Corp. ADR
+1.83%
+$13,550.57 
NTRS Northern Trust Corporation
+1.82%
+$7,179.7 
CRWD CrowdStrike Holdings, Inc.
+1.8%
+$17,464.32 
RYT Invesco S&P 500 Equal Weight Technology ETF
+1.79%
+$8,761.85 
NVS Novartis AG Sponsored ADR
+1.77%
+$7,401.24 
BNY Bank of New York Mellon Corp.
+1.75%
+$23,368.29 
MVIS MicroVision, Inc.
+1.7%
+$536 
A AgileThought, Inc. Class A Common Stock
+1.69%
+$14,975.96 
VGT Vanguard Information Technology ETF
+1.69%
+$6,817.92 
CMI Cummins Inc.
+1.6%
+$4,398.99 
GD General Dynamics Corp.
+1.6%
+$3,729.6 
URI United Rentals Inc.
+1.6%
+$5,159.73 
LYG Lloyds Banking Group plc ADR
+1.59%
+$7,689.35 
PM Philip Morris International Inc.
+1.53%
+$13,599.95 
FERG Ferguson Enterprises Inc.
+1.52%
+$5,504.86 
GILD Gilead Sciences Inc.
+1.46%
+$14,348.04 
GE General Electric Company
+1.45%
+$5,493.78 
QQQ Invesco QQQ Trust, Series 1
+1.43%
+$34,389.05 
IWF iShares Russell 1000 Growth ETF
+1.4%
+$26,880.32 
TS Tenaris S.A. American Depositary Shares
+1.38%
+$6,361.91 
GWW W.W. Grainger Inc.
+1.29%
+$8,889.3 
C Citigroup Inc.
+1.23%
+$11,865.16 
VUG Vanguard Morningstar Growth ETF
+1.22%
+$7,174.08 
HMC Honda Motor Co Ltd Sponsored ADR
+1.17%
+$5,135.2 
HLT Hilton Worldwide Holdings Inc.
+1.16%
+$4,565.2 
FNB F.N.B. Corporation
+1.16%
+$4,235.07 
EQIX Equinix, Inc.
+1.12%
+$5,274.23 
MDY State Street SPDR S&P MidCap 400 ETF Trust
+1.11%
+$7,051.2 
IJH iShares Core S&P Mid-Cap ETF
+1.11%
+$56,940.87 
WFC Wells Fargo & Company
+1.1%
+$3,205.93 
ABT Abbott Laboratories
+1.1%
+$13,726.26 
SNA Snap-on Incorporated
+1.07%
+$3,323.4 
SYY Sysco Corp.
+1.04%
+$6,050.3 
DHR Danaher Corp.
+1.03%
+$2,658.46 
MSFT Microsoft Corporation Common Stock
+1.03%
+$84,412.23 
VXF Vanguard Extended Market ETF
+1.02%
+$5,651.45 
NUSC Nuveen ESG Small-Cap ETF
+1.01%
+$40,175.5 
CAT Caterpillar Inc.
+1%
+$16,791.77 
TMO Thermo Fisher Scientific Inc.
+1%
+$8,256.5 
SCHA Schwab U.S. Small-Cap ETF
+1%
+$3,102.78 
IJR iShares Core S&P Small-Cap ETF
+0.98%
+$5,750.08 
VBK Vanguard Small-Cap Growth ETF
+0.98%
+$9,201.56 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.98%
+$13,781.4 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.96%
+$41,601.75 
COLB Columbia Banking System, Inc.
+0.96%
+$2,527.86 
SCHX Schwab U.S. Large-Cap ETF
+0.95%
+$4,395.27 
COF Capital One Financial Corp.
+0.95%
+$5,355.64 
BABA Alibaba Group Holding Ltd. ADR
+0.94%
+$2,091.5 
VV Vanguard Morningstar Large-Cap ETF
+0.93%
+$10,562.5 
SCHB Schwab U.S. Broad Market ETF
+0.92%
+$17,023.28 
IWM iShares Russell 2000 ETF
+0.92%
+$47,346.28 
VTI Vanguard Total Stock Market ETF
+0.91%
+$89,110.12 
HSBC HSBC Holdings plc Sponsored ADR
+0.91%
+$4,696.73 
IVV iShares Core S&P 500 ETF
+0.9%
+$1.25M 
IWV iShares Russell 3000 ETF
+0.9%
+$2,350.74 
ESGV Vanguard ESG U.S. Stock ETF
+0.89%
+$71,222 
BAC Bank of America Corporation
+0.89%
+$2,291.4 
XVV iShares ESG Select Screened S&P 500 ETF
+0.89%
+$32,331.7 
SPY State Street SPDR S&P 500 ETF Trust
+0.89%
+$311,765.67 
VOO Vanguard S&P 500 ETF
+0.89%
+$67,862.36 
AVUV Avantis U.S. Small Cap Value ETF
+0.88%
+$98,287.17 
JPM JPMorgan Chase & Co.
+0.87%
+$33,541.4 
PRU Prudential Financial, Inc.
+0.86%
+$2,276.56 
VB Vanguard Small-Cap ETF
+0.85%
+$9,697.1 
AVUS Avantis U.S. Equity ETF
+0.85%
+$396,539.29 
VTHR Vanguard Russell 3000 ETF
+0.85%
+$2,181.93 
PNC The PNC Financial Services Group, Inc.
+0.85%
+$6,792.5 
IWB iShares Russell 1000 ETF
+0.84%
+$7,689.5 
ESGG FlexShares STOXX Global ESG Select Index Fund
+0.83%
+$2,770.38 
RS Reliance, Inc.
+0.83%
+$7,989.14 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.8%
+$4,687.86 
ALL The Allstate Corporation
+0.79%
+$5,614 
AMZN Amazon.com Inc
+0.77%
+$54,902.4 
TAK Takeda Pharmaceutical Co Ltd ADR
+0.77%
+$2,453.8 
JNJ Johnson & Johnson
+0.75%
+$10,874.16 
UNP Union Pacific Corp.
+0.73%
+$10,154.45 
CARR Carrier Global Corp.
+0.73%
+$1,547.75 
SCHF Schwab International Equity ETF
+0.73%
+$18,642.19 
NMR Nomura Holdings, Inc. Sponsored ADR
+0.72%
+$6,140.81 
VBR Vanguard Small-Cap Value ETF
+0.72%
+$14,327.16 
LNG Cheniere Energy Inc.
+0.71%
+$2,055.44 
TFC Truist Financial Corporation
+0.71%
+$3,538.66 
ACWI iShares MSCI ACWI ETF
+0.7%
+$34,095.6 
AVDE Avantis International Equity Fund Institutional Class
+0.69%
+$374,119.1 
VT Vanguard Total World Stock ETF
+0.69%
+$23,036.25 
AFL Aflac Incorporated
+0.68%
+$1,582.6 
IEFA iShares Core MSCI EAFE ETF
+0.67%
+$77,308.41 
SPG Simon Property Group Inc.
+0.67%
+$2,719.3 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.67%
+$37,689.68 
EFA iShares MSCI EAFE ETF
+0.66%
+$37,799.16 
VEA Vanguard FTSE Developed Markets ETF
+0.66%
+$67,290.86 
VYM Vanguard High Dividend Yield ETF
+0.64%
+$4,591.6 
CTAS Cintas Corporation
+0.64%
+$3,767.01 
T AT&T Inc.
+0.62%
+$4,159.35 
DFAI Dimensional International Core Equity Market ETF
+0.62%
+$1,472.37 
GSK GSK plc ADR
+0.61%
+$3,238.26 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
+0.61%
+$5,008.48 
VTR Ventas, Inc.
+0.6%
+$1,285.44 
DLR Digital Realty Trust Inc.
+0.59%
+$2,550.2 
MGV Vanguard Mega Cap Value ETF
+0.59%
+$33,604.2 
ITW Illinois Tool Works Inc.
+0.59%
+$2,349.82 
NULV Nuveen ESG Large-Cap Value ETF
+0.58%
+$27,229.86 
VIG Vanguard Dividend Appreciation ETF
+0.58%
+$3,943.77 
MCD McDonald's Corporation
+0.58%
+$1,515.8 
IDEV iShares Core MSCI International Developed Markets ETF
+0.57%
+$174,437.34 
CB Chubb Limited
+0.57%
+$4,709.62 
ORCL Oracle Corporation
+0.57%
+$6,239.52 
USB U.S. Bancorp
+0.57%
+$4,776.66 
HCA HCA Healthcare, Inc.
+0.57%
+$3,984.18 
IBM International Business Machines Corporation
+0.57%
+$5,019.63 
PHYS Sprott Physical Gold Trust
+0.55%
+$3,848.95 
WELL Welltower Inc.
+0.54%
+$7,641.53 
RSP Invesco S&P 500 Equal Weight ETF
+0.52%
+$2,667.4 
CVMC Calvert US Mid-Cap Core Responsible Index ETF
+0.52%
+$1,875.5 
SIVR abrdn Physical Silver Shares ETF
+0.49%
+$3,063 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.46%
+$79,270.7 
VDE Vanguard Energy ETF
+0.46%
+$2,482.21 
IAU iShares Gold Trust
+0.46%
+$52,976.13 
IWD iShares Russell 1000 Value ETF
+0.46%
+$6,023.16 
BRK-B Berkshire Hathaway Inc.
+0.45%
+$12,454.98 
GLD SPDR Gold Shares
+0.44%
+$4,592.7 
SRE Sempra
+0.43%
+$869.04 
WMT Walmart Inc.
+0.42%
+$5,893.56 
SAP SAP SE Sponsored ADR
+0.42%
+$4,880.32 
AMGN Amgen Inc. Common Stock
+0.41%
+$4,933.24 
SMFG Sumitomo Mitsui Financial Group Inc. Sponsored ADR
+0.4%
+$1,346.62 
CPRT Copart, Inc.
+0.4%
+$759.8 
MKC McCormick & Company, Incorporated Non-Voting Common Stock
+0.4%
+$818.14 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.38%
+$45,281.81 
PNR Pentair plc
+0.38%
+$815.01 
INFY Infosys Ltd. ADR
+0.36%
+$1,232.06 
XLF State Street Financial Select Sector SPDR ETF
+0.35%
+$1,059.63 
CME CME Group Inc. Class A Common Stock
+0.34%
+$3,403.08 
AXP American Express Company
+0.32%
+$4,320.49 
RSG Republic Services Inc.
+0.29%
+$875.7 
ABBV AbbVie Inc.
+0.28%
+$8,501.76 
MNST Monster Beverage Corporation
+0.28%
+$2,041.78 
WM Waste Management Inc.
+0.27%
+$597.12 
SPLV Invesco S&P 500 Low Volatility ETF
+0.26%
+$849.62 
MCO Moody's Corporation
+0.26%
+$742.23 
BX Blackstone Inc.
+0.25%
+$1,574.4 
RPM RPM International Inc.
+0.25%
+$797.5 
META Meta Platforms Inc Class A
+0.23%
+$7,910.43 
LLY Eli Lilly and Company
+0.23%
+$10,077.47 
LIN Linde plc
+0.22%
+$6,165.17 
O Realty Income Corp.
+0.22%
+$787.25 
XOM ExxonMobil Holdings Corporation
+0.21%
+$3,375.45 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.19%
+$617.5 
TRV The Travelers Companies, Inc.
+0.18%
+$4,399.71 
XLE State Street Energy Select Sector SPDR ETF
+0.18%
+$603.12 
PEP PepsiCo, Inc.
+0.18%
+$3,521.76 
SDY State Street SPDR S&P Dividend ETF
+0.17%
+$883.71 
VMC Vulcan Materials Co.
+0.17%
+$495.46 
SPGI S&P Global Inc.
+0.16%
+$1,120.97 
ISRG Intuitive Surgical Inc.
+0.14%
+$740.99 
HAL Halliburton Company
+0.13%
+$426.82 
ACWV iShares MSCI Global Min Vol Factor ETF
+0.12%
+$356.81 
MSI Motorola Solutions, Inc.
+0.12%
+$409.93 
COST Costco Wholesale Corp
+0.1%
+$1,304.58 
CI The Cigna Group
+0.09%
+$265.16 
MUB iShares National Muni Bond ETF
+0.08%
+$8,044.06 
VTEB Vanguard Tax-Exempt Bond ETF
+0.08%
+$25,181.48 
AIG American International Group, Inc.
+0.06%
+$152.32 
GOOGL Alphabet Inc
+0.05%
+$3,039.44 
NEE NextEra Energy Inc.
+0.05%
+$143.53 
EXC Exelon Corp.
+0.03%
+$74.17 
SHOP Shopify Inc.
+0.03%
+$94.02 
SONY Sony Group Corp. Sponsored ADR
+0.02%
+$130.89 
VGIT Vanguard Intermediate-Term Treasury ETF
0%
+$55.59 BPRE
BPRE
0%
$0 
CIG Companhia Energética de Minas Gerais S.A. Sponsored ADR
-17.39%
-$4,779.2 
ABEV Ambev S.A. ADR
-15.76%
-$28,754.96 
VIV Telefônica Brasil S.A. ADR
-13.5%
-$63,122.5 
MELI MercadoLibre Inc.
-9.71%
-$38,647.4 
GGB Gerdau S.A. Sponsored ADR
-6.67%
-$18,415.42 
NFLX Netflix Inc.
-3.22%
-$34,331.28 
GRAB Grab Holdings Ltd. Class A
-2.69%
-$1,018.05 
CIB Grupo Cibest S.A. ADR
-2.52%
-$33,288.19 
VZ Verizon Communications Inc.
-2.51%
-$20,498.24 
MRK Merck & Co., Inc.
-2.29%
-$59,920.02 
KT KT Corp. Sponsored ADR
-2.08%
-$3,780.36 
AMX América Móvil, S.A.B. de C.V.
-2.08%
-$4,989.84 
PAYX Paychex Inc.
-2.06%
-$6,218.99 
BKNG Booking Holdings Inc.
-1.85%
-$14,256 
EBAY eBay Inc.
-1.8%
-$6,859.08 
NOW ServiceNow Inc.
-1.8%
-$16,524.8 
INTU Intuit Inc.
-1.79%
-$11,110.5 
DE Deere & Company
-1.74%
-$8,448.67 
BDX Becton, Dickinson and Company
-1.73%
-$7,148.32 
DIS The Walt Disney Company
-1.7%
-$26,710.42 
MA Mastercard Inc. Class A Common Stock
-1.61%
-$25,466.7 
ACN Accenture plc
-1.49%
-$8,459.28 
EMSF Matthews Emerging Markets Sustainable Future Active ETF
-1.48%
-$30,695.39 
SHG Shinhan Financial Group Co., Ltd. American Depositary Receipt
-1.42%
-$3,211.04 
AWK American Water Works Company, Inc.
-1.36%
-$9,738.8 
UNH UnitedHealth Group Inc.
-1.36%
-$13,409.55 
ADSK Autodesk Inc.
-1.3%
-$4,990.93 
ICE Intercontinental Exchange, Inc.
-1.28%
-$4,000.28 
KB KB Financial Group Inc. ADR
-1.23%
-$9,767.75 
WIT Wipro Ltd. ADR
-1.19%
-$5,614.98 
CL Colgate-Palmolive Co.
-1.1%
-$3,803.63 
LUMN Lumen Technologies, Inc.
-1.09%
-$6,803.9 
MO Altria Group, Inc.
-1.08%
-$3,958.4 
HSY The Hershey Company Common Stock
-1.07%
-$2,067.02 
V Visa Inc. Class A
-1.04%
-$28,984.64 
CRM Salesforce, Inc.
-1.03%
-$11,218.05 
TTWO Take-Two Interactive Software, Inc.
-1.02%
-$2,703.42 
WF Woori Financial Group Inc. Sponsored ADR
-0.97%
-$7,176 
DLTR Dollar Tree Inc.
-0.93%
-$2,221.83 
AVXC Avantis Emerging Markets ex-China Equity ETF
-0.91%
-$2,939.16 
TRMB Trimble Inc.
-0.88%
-$118,113.52 
SYK Stryker Corp.
-0.86%
-$4,493.84 
PPLT abrdn Physical Platinum Shares ETF
-0.85%
-$1,407.6 
ADP Automatic Data Processing Inc.
-0.84%
-$8,288.25 
PG The Procter & Gamble Company
-0.81%
-$32,848.4 
AVES Avantis Emerging Markets Value ETF
-0.77%
-$91,449.37 
BAP Credicorp Ltd.
-0.77%
-$1,746.59 
PFE Pfizer Inc.
-0.75%
-$15,181.49 
BALL Ball Corporation
-0.74%
-$6,208.32 
ABNB Airbnb Inc. Class A Common Stock
-0.69%
-$1,919.47 
KO The Coca-Cola Company
-0.66%
-$18,924.17 
AAPL Apple Inc.
-0.62%
-$240,404.56 
UBER Uber Technologies Inc.
-0.62%
-$3,413.79 
NAGE Niagen Bioscience Inc.
-0.62%
-$2,310 
OTIS Otis Worldwide Corporation
-0.61%
-$1,611.38 
IBN ICICI Bank Ltd. Sponsored ADR
-0.59%
-$5,574.27 
HD The Home Depot, Inc.
-0.57%
-$7,983.91 
LYV Live Nation Entertainment, Inc.
-0.56%
-$2,727.34 
CBRE CBRE Group Inc. Class A Common Stock
-0.55%
-$2,023 
MPLX MPLX LP
-0.55%
-$1,747.2 
SCHW The Charles Schwab Corporation
-0.51%
-$1,783.42 
CBOE Cboe Global Markets Inc.
-0.5%
-$1,916.47 
BSX Boston Scientific Corp.
-0.42%
-$1,495.49 
EPD Enterprise Products Partners L.P.
-0.41%
-$2,749.09 
CTVA Corteva Inc.
-0.4%
-$180.6 
LOW Lowe's Companies, Inc.
-0.39%
-$2,927.54 
CVX Chevron Corporation
-0.39%
-$4,485.6 
CHT Chunghwa Telecom Co., Ltd. ADR
-0.38%
-$1,954.34 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$10,584.02 
BMY Bristol-Myers Squibb Company
-0.34%
-$2,812.11 
SJM The J. M. Smucker Company
-0.34%
-$1,459.48 
IEMG iShares Core MSCI Emerging Markets ETF
-0.34%
-$57,232.96 
SCHE Schwab Emerging Markets Equity ETF
-0.33%
-$1,266.49 
XCEM Columbia EM Core ex-China ETF
-0.27%
-$700.7 
HON Honeywell International Inc.
-0.25%
-$736.01 
AVEM Avantis Emerging Markets Equity ETF
-0.25%
-$45,430.22 
PTY PIMCO Corporate & Income Opportunity Fund
-0.23%
-$263.43 
REGN Regeneron Pharmaceuticals, Inc.
-0.22%
-$911.69 
PCAR PACCAR Inc.
-0.21%
-$1,114.08 
KDP Keurig Dr Pepper Inc.
-0.2%
-$837.48 
BIIB Biogen Inc.
-0.16%
-$850.34 
PLD Prologis, Inc.
-0.16%
-$973.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.14%
-$1,081.35 
PGR The Progressive Corporation
-0.14%
-$781.14 
XYL Xylem Inc.
-0.14%
-$601.05 
BNL Broadstone Net Lease, Inc.
-0.12%
-$798.84 
SKM SK Telecom Co., Ltd. Sponsored ADR
-0.1%
-$438.27 
EEM iShares MSCI Emerging Markets ETF
-0.1%
-$2,300.82 
TJX The TJX Companies, Inc.
-0.09%
-$1,052.48 
TMUS T-Mobile US Inc.
-0.07%
-$196.66 
VMI Valmont Industries, Inc.
-0.07%
-$225.01 
SNY Sanofi ADR
-0.06%
-$203.32 
GOOG Alphabet Inc
-0.05%
-$4,949.89 
NTES NetEase, Inc. ADR
-0.02%
-$42.94 
TIP iShares TIPS Bond ETF
-0.01%
-$17.18 
IEI iShares 3-7 Year Treasury Bond ETF
0%
-$28.7 Events
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Dividends
Dividend Analysis
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| Trades 8010 | Longs Won 5087/8010 63% | Profit Factor 3.08 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.23M |
| Average Win $106,130.01 | Best Trade (Oct 21) $53.53M | Sharpe Ratio -6.39 |
| Average Loss -$59,992.62 | Worst Trade (Dec 30) -$87.42M | Z-Score -15.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 5d | Expectancy $40,757.34 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.53% |
| Consecutive Losing Trades | 15,152 | 13,636 | 12,121 | 10,606 | 9,091 | 7,576 | 6,061 | 4,545 | 3,030 | 1,515 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A AgileThought, Inc. Class A Common Stock | 5,120 | $738,920.81 | $901,094.4 | - | $162,173.59 | 21.95% | +1.69% |
| AAPL Apple Inc. | 110,785 | $27.79M | $38.28M | - | $10.49M | 37.75% | -0.624% |
| ABBV AbbVie Inc. | 10,496 | $1.84M | $3.01M | - | $1.17M | 63.81% | +0.284% |
| ABEV Ambev S.A. ADR | 55,298 | $137,058.8 | $153,728.44 | - | $16,669.64 | 12.16% | -15.758% |
| ABNB Airbnb Inc. Class A Common Stock | 1,613 | $203,689.64 | $275,532.66 | - | $71,843.02 | 35.27% | -0.692% |
| ABT Abbott Laboratories | 11,988 | $1.32M | $1.26M | - | -$62,250.05 | -4.72% | +1.104% |
| ACN Accenture plc | 2,274 | $637,167.19 | $558,608.1 | - | -$78,559.09 | -12.33% | -1.492% |
| ACWI iShares MSCI ACWI ETF | 30,996 | $2.66M | $4.89M | - | $2.23M | 83.8% | +0.702% |
| ACWV iShares MSCI Global Min Vol Factor ETF | 2,302 | $263,648.06 | $297,245.75 | - | $33,597.69 | 12.74% | +0.12% |
| ADP Automatic Data Processing Inc. | 3,225 | $780,032.44 | $972,627.75 | - | $192,595.31 | 24.69% | -0.845% |
| ADSK Autodesk Inc. | 1,517 | $402,777.66 | $377,596.47 | - | -$25,181.19 | -6.25% | -1.305% |
| AFL Aflac Incorporated | 1,930 | $211,740.3 | $234,166.9 | - | $22,426.6 | 10.59% | +0.68% |
| AIG American International Group, Inc. | 3,385 | $237,448.58 | $275,217.42 | - | $37,768.84 | 15.91% | +0.055% |
| ALL The Allstate Corporation | 2,800 | $381,923.09 | $714,546 | - | $332,622.91 | 87.09% | +0.792% |
| AMAT Applied Materials Inc. | 4,373 | $568,220.57 | $1.71M | - | $1.14M | 200.95% | +3.661% |
| AMD Advanced Micro Devices Inc. | 8,421 | $1.5M | $4.47M | - | $2.97M | 197.88% | +2.66% |
| AMGN Amgen Inc. Common Stock | 2,714 | $743,132.84 | $1.2M | - | $453,952.04 | 61.09% | +0.414% |
| AMX América Móvil, S.A.B. de C.V. | 9,784 | $249,296.32 | $235,403.04 | - | -$13,893.28 | -5.57% | -2.076% |
| AMZN Amazon.com Inc | 28,595 | $6.24M | $7.15M | - | $907,733.11 | 14.55% | +0.774% |
| ANET Arista Networks Inc. | 4,893 | $534,921.33 | $871,777.98 | - | $336,856.65 | 62.97% | +3.364% |
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FAQ
Which stocks have generated the highest profits for Nicole Murphey?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $46.86M, State Street SPDR S&P 500 ETF Trust - $26.74M, Apple Inc - $13.48M, iShares MSCI EAFE ETF - $11.58M, and iShares Core MSCI EAFE ETF - $11.52M. 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 MSCI Germany ETF - $100.57M, iShares MSCI Sweden ETF - $1.03M, Vanguard FTSE Europe ETF - $816,500.53, PayPal Holdings, Inc - $757,907.16, and Walker & Dunlop Inc - $737,788.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicole Murphey's portfolio generate?
The portfolio generates substantial dividend income, with a total of $93.23M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $11.6M, iShares MSCI EAFE ETF - $7.7M, iShares Core MSCI EAFE ETF - $6.6M, State Street SPDR S&P 500 ETF Trust - $5.52M, and Vanguard Tax-Exempt Bond ETF - $4.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicole Murphey's monthly returns?
Nicole Murphey's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Nicole Murphey's strategy be considered aggressive or moderate?
Nicole Murphey's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Nicole Murphey's strategy?
Nicole Murphey's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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