NW
Nathan Woodruff Portfolio
Invests via Dimension Capital Management LLC | Managed by Nathan Woodruff
Invests via Dimension Capital Management LLC
Managed by Nathan Woodruff
Automatically Tracked
Nathan Woodruff Profile
Nathan Woodruff has built a distinguished career at the intersection of finance and technology, where his entrepreneurial acumen is complemented by significant operational expertise. His extensive experience encompasses founding and scaling innovative startups in the fintech space, aimed at enhancing efficiency in capital markets. With a keen understanding of emerging technologies, he drives initiatives that blend investment strategies with cutting-edge solutions. He actively contributes to discussions on financial innovation, lending insight into how evolving digital landscapes can reshape traditional banking models. As an influential figure within venture networks, Nathan is poised to catalyze growth opportunities for new ventures seeking disruptive approaches to finance.
Nathan Woodruff has built a distinguished career at the intersection of finance and technology, where his entrepreneurial acumen is complemented by significant operational expertise. His extensive experience encompasses founding and scaling innovative startups in the fintech space, aimed at enhancing efficiency in capital markets. With a keen understanding of emerging technologies, he drives initiatives that blend investment strategies with cutting-edge solutions. He actively contributes to discussions on financial innovation, lending insight into how evolving digital landscapes can reshape traditional banking models. As an influential figure within venture networks, Nathan is poised to catalyze growth opportunities for new ventures seeking disruptive approaches to finance.
Investment Philosophy & Strategy
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:
39.95%
Gain +1.47%
Monthly
0.64%
Yearly
7.91%
Drawdown
17.75%
$178.61M
Equity
Holdings
$178.61M
Investment
$86.17M
$92.44M
Profit +$2.58M
Realized
$0
Unrealized
$92.44M
Dividends
$27.89M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.47%
Profit
$2.58M
Win %
66%
This Week
Compared To Last Week
Gain
0.81%
Profit
$1.43M
Win %
66%
This Month
Compared to last month
Gain
0.03%
Profit
$56,108.19
Win %
66%
This Year
Compared to last year
Gain
4.79%
Profit
$8.16M
Win %
66%
GOOG Alphabet Inc
+3.23%
+$66,244.8 
EEM iShares MSCI Emerging Markets ETF
+1.13%
+$31,862 
AMZN Amazon.com Inc
+0.97%
+$433,800 
BUD Anheuser-Busch InBev S.A. ADR
+0.59%
+$1,160.42 
IVV iShares Core S&P 500 ETF
+0.44%
+$31,954.55 
CVX Chevron Corporation
+0.44%
+$1,558.42 
SPY SPDR S&P 500 ETF Trust
+0.43%
+$106,592.55 
IWM iShares Russell 2000 ETF
+0.34%
+$1,739.43 
ACWI iShares MSCI ACWI ETF
+0.28%
+$77,390.28 
MCD McDonald's Corporation
+0.23%
+$3,037.8 
C Citigroup Inc.
+0.18%
+$2,904.6 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.11%
+$473.94 
DJP iPath Bloomberg Commodity Index Total Return ETN
+0.05%
+$4,646.5 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.05%
+$1,677.83 
IYR iShares U.S. Real Estate ETF
+0.01%
+$222.1 
87265KAB8
0%
$0 
AMJ JPMorgan Alerian MLP Index ETN
0%
$0 
AVHOQ Avianca Holdings S.A.
0%
$0 
DFS Discover Financial Services
0%
$0 
EXA
0%
$0 
RTN Raytheon Co
0%
$0 
VRX
0%
$0 
UPS United Parcel Service, Inc.
-2.88%
-$21,018 
AAPL Apple Inc.
-1.4%
-$75,734.16 
TSLX Sixth Street Specialty Lending Inc.
-0.72%
-$48,461.5 
PEP PepsiCo, Inc.
-0.52%
-$1,659.27 
EWG iShares MSCI Germany ETF
-0.47%
-$2,145 
SH ProShares Short S&P500
-0.4%
-$219.94 
JNJ Johnson & Johnson
-0.31%
-$9,125.29 
QSR Restaurant Brands International Inc.
-0.28%
-$1,886.01 
EFA iShares MSCI EAFE ETF
-0.14%
-$2,011.15 
GLD SPDR Gold Shares
-0.14%
-$1,902.81 
PFE Pfizer Inc.
-0.13%
-$226.19 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.09%
-$1,327 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$4,661.12 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.03%
-$4,057.05 Events
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Dividends
Dividend Analysis
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| Trades 36 | Longs Won 21/36 58% | Profit Factor 46.1 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $6.96M |
| Average Win $4.5M | Best Trade (Jul 20) $38.19M | Sharpe Ratio -47.17 |
| Average Loss -$136,647.76 | Worst Trade (Jul 31) -$575,307.55 | Z-Score 1.04 (70.37%) |
| Commissions $0 | Avg. Trade Length 9y 7m 4d | Expectancy $2.57M |
| 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% | 0.13% | 1.59% | 14.15% |
| Consecutive Losing Trades | 1,307 | 1,176 | 1,046 | 915 | 784 | 654 | 523 | 392 | 261 | 131 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Nathan Woodruff?
The largest contributions to the portfolio's profits come from the following stocks: Sixth Street Specialty Lending Inc - $6.18M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $4.11M, JPMorgan Alerian MLP Index ETN - $3.96M, iShares MSCI ACWI ETF - $2.88M, and iShares 1-3 Year Treasury Bond ETF - $2.87M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Nathan Woodruff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $27.89M earned over time. The largest contributors to dividend income include Sixth Street Specialty Lending Inc - $6.18M, iShares 1-5 Year Investment Grade Corporate Bond ETF - $4.11M, JPMorgan Alerian MLP Index ETN - $3.96M, iShares MSCI ACWI ETF - $2.88M, and iShares 1-3 Year Treasury Bond ETF - $2.87M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathan Woodruff's monthly returns?
Nathan Woodruff'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 Nathan Woodruff's strategy be considered aggressive or moderate?
Nathan Woodruff'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 Nathan Woodruff's strategy?
Nathan Woodruff's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
