PN
Peter Nicholson Portfolio
Invests via First Bancorp Inc. /ME/ | Managed by Peter Nicholson
Invests via First Bancorp Inc. /ME/
Managed by Peter Nicholson
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Peter Nicholson Profile
With a robust track record in corporate strategy and business development, Peter Nicholson is known for his ability to drive growth and innovation within organizations. His leadership roles have spanned multiple sectors, where he has been instrumental in navigating complex market landscapes and establishing competitive advantages. Known for fostering high-performance teams, he effectively leverages industry insights to enhance operational efficiencies. As an accomplished executive with vast experience in both public and private enterprises, his strategic vision significantly contributes to organizational success and capital market dynamics.
With a robust track record in corporate strategy and business development, Peter Nicholson is known for his ability to drive growth and innovation within organizations. His leadership roles have spanned multiple sectors, where he has been instrumental in navigating complex market landscapes and establishing competitive advantages. Known for fostering high-performance teams, he effectively leverages industry insights to enhance operational efficiencies. As an accomplished executive with vast experience in both public and private enterprises, his strategic vision significantly contributes to organizational success and capital market dynamics.
Investment Philosophy & Strategy
Understanding industry dynamics, Peter Nicholson prioritizes identifying transformative opportunities that align with long-term business objectives. His entrepreneurial spirit drives a distinctive focus on scaling innovative solutions while fostering agility within teams. With a deep comprehension of market demands, decision-making is rooted in both strategic foresight and operational efficiencies. This combination empowers him to effectively adapt to shifting landscapes and pursue competitive positioning through calculated investments and collaborations.
Understanding industry dynamics, Peter Nicholson prioritizes identifying transformative opportunities that align with long-term business objectives. His entrepreneurial spirit drives a distinctive focus on scaling innovative solutions while fostering agility within teams. With a deep comprehension of market demands, decision-making is rooted in both strategic foresight and operational efficiencies. This combination empowers him to effectively adapt to shifting landscapes and pursue competitive positioning through calculated investments and collaborations.
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:
4.56%
Gain -42.84%
Monthly
0.14%
Yearly
1.64%
Drawdown
42.84%
$224.62M
Equity
Holdings
$224.62M
Investment
$156.38M
$77.3M
Profit +$26,384.96
Realized
$9.06M
Unrealized
$68.24M
Dividends
$16.35M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-42.84%
Profit
$26,384.96
Win %
83%
This Week
Compared To Last Week
Gain
0.36%
Profit
$798,691.4
Win %
83%
This Month
Compared to last month
Gain
1.84%
Profit
$4.05M
Win %
83%
This Year
Compared to last year
Gain
12.33%
Profit
$24.65M
Win %
83%
WDAY Workday Inc.
+9.18%
+$20,880 
LLY Eli Lilly and Company
+7.13%
+$25,415.9 
MSFT Microsoft Corp.
+5.71%
+$187,120.83 
CRM Salesforce Inc
+5.45%
+$24,760.86 
IBM International Business Machines Corporation
+5.17%
+$53,680.52 
FNLC The First Bancorp, Inc.
+4.29%
+$1.08M 
BHB Bar Harbor Bankshares
+4.05%
+$11,167.44 
JNJ Johnson & Johnson
+3.99%
+$78,572.52 
BMY Bristol-Myers Squibb Company
+3.85%
+$15,457.41 
PANW Palo Alto Networks, Inc.
+3.79%
+$20,397.99 
ADP Automatic Data Processing Inc.
+3.35%
+$7,203.8 
GILD Gilead Sciences Inc.
+3.26%
+$6,868 
AAPL Apple Inc.
+3.14%
+$186,580.6 
XLV Health Care Select Sector SPDR Fund
+3.03%
+$64,338.6 
VHT Vanguard Health Care ETF
+2.87%
+$9,869.99 
KO The Coca-Cola Company
+2.75%
+$20,983.95 
PFE Pfizer Inc.
+2.62%
+$11,330.5 
MRK Merck & Co., Inc.
+2.56%
+$16,961.64 
AMZN Amazon.com Inc
+2.5%
+$58,822.14 
BKNG Booking Holdings Inc.
+2.49%
+$7,938.01 
BRK-B Berkshire Hathaway Inc.
+2.22%
+$27,092.45 
CMCSA Comcast Corp
+2.12%
+$3,829.44 
MA Mastercard Incorporated
+2.07%
+$7,807.28 
MCD McDonald's Corporation
+1.97%
+$10,580.94 
V Visa Inc. Class A
+1.73%
+$25,786.45 
AFL Aflac Inc.
+1.62%
+$24,568.32 
AMGN Amgen Inc.
+1.56%
+$3,967.19 
VNQ Vanguard Real Estate ETF
+1.52%
+$11,504.04 
PEP PepsiCo, Inc.
+1.34%
+$9,671.64 
T AT&T Inc.
+1.34%
+$7,449.6 
TSLA Tesla, Inc.
+1.22%
+$2,978.9 
GSK GSK plc Sponsored ADR
+1.18%
+$2,466.23 
GLD SPDR Gold Shares
+1.13%
+$15,804.34 
HD The Home Depot, Inc.
+1.12%
+$3,778.93 
CL Colgate-Palmolive Company
+1.11%
+$4,853.06 
VDC VANGUARD CONSUMER STAPLES ETF
+1.06%
+$9,026.56 
PM Philip Morris International Inc.
+1.03%
+$4,099.54 
VZ Verizon Communications Inc.
+1.02%
+$8,454.36 
NEE NextEra Energy, Inc.
+0.98%
+$6,013.12 
ABT Abbott Laboratories
+0.94%
+$3,867.6 
VOX Vanguard Communication Services ETF
+0.94%
+$20,254.08 
IWF iShares Russell 1000 Growth ETF
+0.8%
+$3,034.33 
IJR iShares Core S&P Small-Cap ETF
+0.78%
+$8,534.04 
VPU Vanguard Utilities ETF
+0.76%
+$8,146.5 
DIS The Walt Disney Company
+0.76%
+$3,625.99 
RTX RTX Corporation
+0.75%
+$8,706.66 
PPG PPG Industries Inc.
+0.69%
+$1,624.56 
SPG Simon Property Group, Inc.
+0.62%
+$2,629.18 
IWN iShares Russell 2000 Value ETF
+0.6%
+$7,919.94 
DFAS Dimensional U.S. Small Cap ETF
+0.55%
+$79,708.05 
KRE SPDR S&P Regional Banking ETF
+0.54%
+$2,128 
LMT Lockheed Martin Corporation
+0.47%
+$1,625.54 
DFAT Dimensional US Targeted Value ETF
+0.45%
+$1,018.66 
DGRO iShares Core Dividend Growth ETF
+0.44%
+$8,689.23 
HON Honeywell International Inc.
+0.42%
+$4,118.62 
PG Procter & Gamble Co
+0.35%
+$12,160.81 
CI The Cigna Group
+0.33%
+$1,542.86 
NSC Norfolk Southern Corporation
+0.24%
+$1,515.75 
UNP Union Pacific Corporation
+0.23%
+$1,596.5 
AGG iShares Core U.S. Aggregate Bond ETF
+0.09%
+$443.88 
VGSH Vanguard Short-Term Treasury Fund
+0.09%
+$1,470.85 
CHEV Charging Robotics Inc.
0%
$0 
QCOM QUALCOMM Incorporated
-7.57%
-$35,114.62 
ADI Analog Devices, Inc.
-7.42%
-$38,557.85 
CSCO Cisco Systems, Inc.
-4.37%
-$47,658 
ETN Eaton Corporation plc
-4.09%
-$83,216.84 
GEV GE Vernova Inc.
-3.71%
-$48,480.82 
AVGO Broadcom Inc.
-3.67%
-$12,084.31 
INTC Intel Corporation
-3.42%
-$32,254.88 
FDX FedEx Corporation
-3.31%
-$11,564.6 
DE Deere & Company
-2.78%
-$7,954.09 
MMM 3M Company
-2.36%
-$7,864.57 
C Citigroup Inc.
-2.22%
-$20,849.56 
GOOG Alphabet Inc
-2.19%
-$41,992.5 
AMD Advanced Micro Devices, Inc.
-2.06%
-$23,397.69 
GOOGL Alphabet Inc
-1.84%
-$45,472.26 
JPM JPMorgan Chase & Co.
-1.81%
-$31,430.52 
AIA iShares Asia 50 ETF
-1.75%
-$7,318.53 
NVDA NVIDIA Corporation
-1.64%
-$23,262.94 
XLI Industrial Select Sector SPDR Fund
-1.59%
-$139,941 
VGT Vanguard Information Technology ETF
-1.39%
-$81,118.24 
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$9,120.48 
EMR Emerson Electric Co.
-1.27%
-$6,291.82 
EEM iShares MSCI Emerging Markets ETF
-1.13%
-$4,342.03 
DFAE Dimensional Emerging Core Equity Market ETF
-1.13%
-$200,066.85 
WFC Wells Fargo & Company
-1.04%
-$6,167.92 
SHEL Shell plc
-1.03%
-$1,856.8 
IWO iShares Russell 2000 Growth ETF
-0.92%
-$11,227.13 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.84%
-$101,875.2 
VOO Vanguard S&P 500 ETF
-0.81%
-$6,834.31 
VO Vanguard Mid-Cap ETF
-0.77%
-$96,640.64 
BLK BlackRock, Inc.
-0.74%
-$2,314.4 
XOM Exxon Mobil Corporation
-0.73%
-$19,279.07 
EPD Enterprise Products Partners L.P.
-0.73%
-$1,810.62 
SPY SPDR S&P 500 ETF Trust
-0.72%
-$14,432.58 
VOOG Vanguard S&P 500 Growth ETF
-0.67%
-$24,983.64 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.66%
-$1,622.35 
GE General Electric Company
-0.64%
-$10,610.52 
IDXX IDEXX Laboratories, Inc.
-0.62%
-$3,897.52 
AXP American Express Company
-0.61%
-$3,049.2 
EFA iShares MSCI EAFE ETF
-0.59%
-$22,415.67 
IWS iShares Russell Mid-Cap Value ETF
-0.54%
-$2,709 
BAC Bank of America Corporation
-0.53%
-$1,902.47 
MXI iShares Global Materials ETF
-0.51%
-$1,863 
USB U.S. Bancorp
-0.49%
-$3,049.8 
DFUV Dimensional US Marketwide Value ETF
-0.47%
-$1,519.43 
XLB Materials Select Sector SPDR Fund
-0.46%
-$2,229.6 
XLE Energy Select Sector SPDR Fund
-0.46%
-$961 
COF Capital One Financial Corporation
-0.44%
-$1,111.49 
COP ConocoPhillips
-0.42%
-$1,509.75 
IWR iShares Russell Mid-Cap ETF
-0.41%
-$3,323.69 
VTWO Vanguard Russell 2000 ETF
-0.38%
-$3,591.22 
VWO Vanguard FTSE Emerging Markets ETF
-0.37%
-$12,994.3 
VDI Virtus WMC International Dividend ETF
-0.37%
-$528.59 
VOE Vanguard Mid-Cap Value ETF
-0.36%
-$2,190.04 
VUG Vanguard Growth ETF
-0.35%
-$5,547.18 
IJH iShares Core S&P Mid-Cap ETF
-0.31%
-$1,579.2 
VDE Vanguard Energy ETF
-0.31%
-$11,058.7 
CVS CVS Health Corporation
-0.31%
-$1,027.2 
DFUS Dimensional U.S. Equity Market ETF
-0.27%
-$1,892 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.27%
-$3,976.94 
VIG Vanguard Dividend Appreciation ETF
-0.26%
-$2,487.58 
FB ProShares S&P 500 Dynamic Buffer ETF
-0.21%
-$54.05 
VOOV Vanguard S&P 500 Value ETF
-0.13%
-$5,245.63 
PNC The PNC Financial Services Group, Inc.
-0.12%
-$279.26 
F-PD Ford Motor Company 6.500% Notes
-0.09%
-$285 
WMT Walmart Inc.
-0.08%
-$806.4 
KR Kroger Co.
-0.07%
-$111.88 
VB Vanguard Small-Cap ETF
-0.04%
-$3,797.64 
MCK McKesson Corporation
-0.04%
-$174.89 Events
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Dividends
Dividend Analysis
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| Trades 1670 | Longs Won 1153/1670 69% | Profit Factor 13.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,918.86 |
| Average Win $72,485.65 | Best Trade (Jun 28) $4.5M | Sharpe Ratio -9.54 |
| Average Loss -$12,132.81 | Worst Trade (Jun 30) -$304,438.29 | Z-Score 14.81 (100%) |
| Commissions $0 | Avg. Trade Length 2y 5m 1w 3d | Expectancy $46,289.4 |
| 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 | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
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Returns
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Option values are updated at end of day.
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