PN
Peter Nicholson Portfolio
Invests via First Bancorp Inc. /ME/ | Managed by Peter Nicholson
Invests via First Bancorp Inc. /ME/
Managed by Peter Nicholson
Automatically Tracked
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:
92.91%
Gain -2.55%
Monthly
0.98%
Yearly
12.43%
Drawdown
21.71%
$252.56M
Equity
Holdings
$252.56M
Investment
$184.14M
$78.28M
Profit -$3.67M
Realized
$9.86M
Unrealized
$68.42M
Dividends
$17.49M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.55%
Profit
-$3.67M
Win %
66%
This Week
Compared To Last Week
Gain
-2.06%
Profit
-$5.31M
Win %
66%
This Month
Compared to last month
Gain
-1.92%
Profit
-$4.94M
Win %
66%
This Year
Compared to last year
Gain
0.82%
Profit
$2.32M
Win %
68%
ILMN Illumina, Inc.
+6.76%
+$352 
APA APA Corporation
+5.29%
+$4,760 
TMO Thermo Fisher Scientific Inc.
+4.62%
+$2,691.35 
QCOM QUALCOMM Incorporated
+4.25%
+$20,976.3 
VISN Vistance Networks, Inc.
+4.1%
+$795 
MPC Marathon Petroleum Corporation
+3.6%
+$3,812.76 
EOG EOG Resources, Inc.
+3.53%
+$1,575 
P Everpure Inc.
+3.47%
+$2,447.25 
COP ConocoPhillips
+3.34%
+$14,614.8 
DVN Devon Energy Corporation
+3.26%
+$1,223.1 
DOW Dow Inc.
+3.25%
+$148.52 
PSX Phillips 66
+3.09%
+$5,660.4 
CRWD CrowdStrike Holdings, Inc.
+3.02%
+$1,848.6 
DOCU DocuSign Inc.
+3%
+$104.5 
DHR Danaher Corporation
+2.99%
+$5,092.73 
DD DuPont de Nemours, Inc.
+2.98%
+$2,459.73 
OXY Occidental Petroleum Corporation
+2.81%
+$154.41 
LH Labcorp Holdings Inc.
+2.71%
+$631.96 
ANET Arista Networks, Inc.
+2.67%
+$1,477.95 
CVX Chevron Corporation
+2.62%
+$17,658.56 
SHEL Shell plc
+2.59%
+$2,052.5 
XOM Exxon Mobil Corporation
+2.54%
+$78,162 
KR Kroger Co.
+2.23%
+$3,803.92 
VDE Vanguard Energy ETF
+2.22%
+$23,357.82 
BP BP p.l.c. Sponsored ADR
+2.2%
+$2,862.34 
AMD Advanced Micro Devices, Inc.
+2.19%
+$22,680.58 
XLE Energy Select Sector SPDR Fund
+2.19%
+$6,359.1 
TTE TotalEnergies SE
+2.18%
+$2,054.47 
NYT New York Times Co.
+2.15%
+$389.58 
OKTA Okta Inc.
+2.15%
+$500 
ICLR ICON plc
+2.08%
+$436.48 
ZBH Zimmer Biomet Holdings, Inc.
+1.92%
+$3,700 
ARE Alexandria Real Estate Equities, Inc.
+1.89%
+$490 
KHC The Kraft Heinz Company
+1.85%
+$392.85 
PAYC Paycom Software, Inc.
+1.83%
+$305.25 
EXPE Expedia Group, Inc.
+1.81%
+$574.2 
BSM Black Stone Minerals, L.P.
+1.81%
+$270 
DELL Dell Technologies Inc.
+1.73%
+$2,342.78 
WAT Waters Corporation
+1.72%
+$556.95 
BDX Becton, Dickinson and Company
+1.64%
+$2,057.12 
MMM 3M Company
+1.63%
+$5,243.04 
SLB Schlumberger Limited
+1.61%
+$2,055.4 
IYE iShares U.S. Energy ETF
+1.55%
+$69.96 
OLN Olin Corporation
+1.48%
+$125 
MRVL Marvell Technology, Inc.
+1.32%
+$72 
MIDD The Middleby Corporation
+1.26%
+$135.24 
NFG National Fuel Gas Company
+1.21%
+$103.88 
SLV iShares Silver Trust
+1.21%
+$692.76 
APD Air Products and Chemicals, Inc.
+1.21%
+$694 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+1.19%
+$2,474.8 
CLF Cleveland-Cliffs Inc.
+1.16%
+$234.63 
ZS Zscaler Inc.
+1.14%
+$21.9 
WFC Wells Fargo & Company
+1.14%
+$7,073.03 
FNLC The First Bancorp, Inc.
+1.13%
+$295,360.4 
AIZ Assurant Inc.
+1.05%
+$339.72 
JPM JPMorgan Chase & Co.
+1%
+$19,243.86 
NEM Newmont Corporation
+0.92%
+$513.02 
FLNT Fluent Inc.
+0.9%
+$6.27 
EXE Expand Energy Corporation
+0.89%
+$415.83 
HPE Hewlett Packard Enterprise Company
+0.87%
+$319.68 
VOD Vodafone Group Public Limited Company American Depositary Receipt
+0.86%
+$27 
GEV GE Vernova Inc.
+0.85%
+$8,432.58 
VPG Vishay Precision Group Inc.
+0.84%
+$102 
T AT&T Inc.
+0.83%
+$5,886.32 
LMT Lockheed Martin Corporation
+0.77%
+$2,729.7 
TFC Truist Financial Corporation
+0.75%
+$423.38 
MFC Manulife Financial Corporation
+0.73%
+$207.36 
KRP Kimbell Royalty Partners, LP
+0.71%
+$651 
META Meta Platforms Inc Class A
+0.7%
+$2,848.96 
DHI D.R. Horton, Inc.
+0.6%
+$21 
J Jacobs Solutions Inc.
+0.6%
+$113.52 
NVDA NVIDIA Corporation
+0.57%
+$8,661.47 
BXSL Blackstone Secured Lending Fund
+0.53%
+$208 
SNX TD Synnex Corporation
+0.53%
+$123.3 
CPB The Campbell's Company
+0.52%
+$31.35 
GD General Dynamics Corporation
+0.51%
+$72.8 
XLB Materials Select Sector SPDR Fund
+0.49%
+$2,302.5 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.48%
+$365.59 
MET MetLife Inc.
+0.48%
+$250.04 
ABBV AbbVie Inc.
+0.47%
+$4,048.33 
JCI Johnson Controls International plc
+0.47%
+$150.8 
TD The Toronto-Dominion Bank
+0.47%
+$502.74 
AFL Aflac Inc.
+0.47%
+$7,010.3 
SCHW Charles Schwab Corporation
+0.46%
+$551.25 
AMT American Tower Corporation
+0.45%
+$543.2 
PSA Public Storage Common Stock
+0.44%
+$504.35 
ACP abrdn Income Credit Strategies Fund
+0.44%
+$15.28 
SLF Sun Life Financial Inc.
+0.44%
+$155.4 
PLD Prologis Inc.
+0.43%
+$290 
LSTR Landstar System Inc.
+0.4%
+$77.97 
BHB Bar Harbor Bankshares
+0.37%
+$2,268.75 
PG Procter & Gamble Co
+0.36%
+$12,500.58 
SJM The J.M. Smucker Company
+0.35%
+$68.88 
FGDL Franklin Responsibly Sourced Gold ETF
+0.34%
+$9.41 
VAW Vanguard Materials ETF
+0.33%
+$465.01 
DE Deere & Company
+0.33%
+$1,026 
GLD SPDR Gold Shares
+0.32%
+$8,845.2 
IPGP IPG Photonics Corporation
+0.32%
+$31.44 
GLDM SPDR Gold MiniShares Trust
+0.32%
+$174.42 
EPD Enterprise Products Partners L.P.
+0.31%
+$1,217.52 
PANW Palo Alto Networks, Inc.
+0.31%
+$2,111.4 
VZ Verizon Communications Inc.
+0.29%
+$2,884.05 
SOLV Solventum Corporation
+0.29%
+$6.5 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$3,579.45 
GIS General Mills, Inc.
+0.27%
+$225 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
+0.27%
+$66 
IDXX IDEXX Laboratories, Inc.
+0.23%
+$1,111.5 
SYF Synchrony Financial
+0.22%
+$13.09 
JNJ Johnson & Johnson
+0.21%
+$4,632.32 
TTD The Trade Desk, Inc. Class A
+0.2%
+$3.75 
ADM Archer-Daniels-Midland Co
+0.18%
+$184 
WY Weyerhaeuser Company
+0.18%
+$28.8 
VIXY ProShares VIX Short-Term Futures ETF
+0.17%
+$9 
CSGP CoStar Group, Inc.
+0.13%
+$8 
SMH VanEck Semiconductor ETF
+0.11%
+$148.84 
V Visa Inc. Class A
+0.1%
+$1,783.82 
CAC Camden National Corporation
+0.1%
+$149.16 
CNOB ConnectOne Bancorp Inc.
+0.09%
+$122.25 
ADI Analog Devices, Inc.
+0.09%
+$403.59 
NSC Norfolk Southern Corporation
+0.09%
+$569.85 
PGR Progressive Corporation
+0.09%
+$15 
RTX RTX Corporation
+0.09%
+$1,033.09 
HDV iShares Core High Dividend ETF
+0.09%
+$12.12 
DLR Digital Realty Trust, Inc.
+0.08%
+$3.75 
BHP BHP Group Ltd.
+0.06%
+$11.25 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$11.72 
AVNS Avanos Medical Inc.
+0.04%
+$0.11 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$1.5 
COF Capital One Financial Corporation
+0.03%
+$74.1 
BAC Bank of America Corporation
+0.03%
+$92.06 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$4.46 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.03%
+$4.95 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.03%
+$54.81 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$0.25 
MBB iShares MBS ETF
+0.02%
+$5 
PFS Provident Financial Services Inc.
+0.02%
+$18.12 
ALC Alcon Inc.
+0.01%
+$0.45 
MCHP Microchip Technology Incorporated
+0.01%
+$14.25 
MDT Medtronic plc
+0.01%
+$11.57 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$5 
NEAR iShares Short Maturity Bond ETF
+0.01%
+$5 
CSCO Cisco Systems, Inc.
+0.01%
+$101.59 
C Citigroup Inc.
+0.01%
+$64.75 
CB Chubb Limited
0%
+$6.25 
TXN Texas Instruments Inc
0%
+$7.65 
AES AES Corporation
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
ORGN Origin Materials Inc.
0%
$0 
SNAP Snap Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
GEX VanEck Vectors Global Alternative Energy ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
-5.94%
-$770 
CSIQ Canadian Solar Inc.
-5.48%
-$106.5 
SYY Sysco Corporation
-4.7%
-$4,028.25 
KSS Kohl's Corporation
-4.43%
-$1,520 
TOST Toast Inc.
-4.33%
-$4.32 
QSR Restaurant Brands International Inc.
-4.31%
-$71.4 
GOF Guggenheim Strategic Opportunities Fund
-4.27%
-$577.5 
TECX Tectonic Therapeutic Inc.
-4.04%
-$9.6 
YUM Yum! Brands, Inc.
-3.8%
-$5,404.32 
HONA Honeywell Aerospace Inc.
-3.4%
-$6,975.66 
GE General Electric Company
-3.29%
-$46,065.84 
MKSI MKS Instruments Inc.
-3.25%
-$1,250.97 
SPCX Space Exploration Technologies Corp. Class A
-3.15%
-$438.04 
ORCL Oracle Corporation
-3.05%
-$176.8 
NFLX Netflix, Inc.
-3.01%
-$484 
SHOP Shopify Inc.
-3.01%
-$523.9 
CARR Carrier Global Corporation
-2.97%
-$1,820.7 
ADBE Adobe Inc.
-2.95%
-$3,606.4 
UBS UBS Group AG
-2.85%
-$976.97 
EIX Edison International
-2.78%
-$290.16 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
-2.76%
-$861 
VFC V.F. Corporation
-2.75%
-$384.48 
TGT Target Corporation
-2.71%
-$3,354 
LVS Las Vegas Sands Corp.
-2.67%
-$339 
BSX Boston Scientific Corporation
-2.6%
-$78.39 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
-2.59%
-$1,625.13 
ZBRA Zebra Technologies Corporation
-2.58%
-$90.8 
F Ford Motor Company
-2.54%
-$5,023.12 
SBUX Starbucks Corporation
-2.51%
-$2,898.36 
KD Kyndryl Holdings Inc.
-2.37%
-$63.88 
CLX The Clorox Company
-2.35%
-$44.1 
OTIS Otis Worldwide Corporation
-2.35%
-$793.65 
CIG Companhia Energética de Minas Gerais S.A. ADR
-2.33%
-$256.35 
OKE ONEOK, Inc.
-2.32%
-$1,824.56 
BKNG Booking Holdings Inc.
-2.3%
-$7,254 
XBI SPDR S&P Biotech ETF
-2.28%
-$1,730.38 
XEL Xcel Energy Inc.
-2.25%
-$752.58 
NKE Nike, Inc. - Class B
-2.24%
-$676.45 
WEN The Wendy's Company
-2.23%
-$14.45 
Q Qnity Electronics Inc.
-2.23%
-$516.78 
BEPC Brookfield Renewable Corporation
-2.22%
-$1,320 
SNY Sanofi American Depositary Receipt
-2.15%
-$372 
BEP Brookfield Renewable Partners L.P.
-2.14%
-$1,295.91 
RITM Rithm Capital Corp.
-2.1%
-$1,814.25 
PGY Pagaya Technologies Ltd.
-2.09%
-$900 
DIS The Walt Disney Company
-2.03%
-$10,560 
AMZN Amazon.com Inc
-2.01%
-$52,508.34 
BHF Brighthouse Financial Inc.
-2%
-$2 
ONL Orion Office REIT Inc.
-1.98%
-$0.65 
NLY Annaly Capital Management, Inc.
-1.97%
-$1,924.25 
CME CME Group Inc.
-1.92%
-$204.06 
COST Costco Wholesale Corporation
-1.91%
-$3,406.64 
FISV Fiserv, Inc.
-1.9%
-$307.49 
VCR Vanguard Consumer Discretionary ETF
-1.86%
-$35,547.1 
CMCSA Comcast Corp
-1.85%
-$3,626.18 
HSY The Hershey Company
-1.85%
-$279.27 
FDXF FedEx Freight Holding Company Inc.
-1.84%
-$1,259.02 
WDAY Workday Inc.
-1.82%
-$7,080 
LOW Lowe's Companies Inc.
-1.82%
-$2,530.61 
XPH SPDR S&P Pharmaceuticals ETF
-1.81%
-$123 
DEO Diageo plc Sponsored ADR
-1.81%
-$428.8 
MCD McDonald's Corporation
-1.78%
-$9,169.16 
CEG Constellation Energy Corporation
-1.77%
-$117 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.75%
-$1,429.56 
UL Unilever PLC Sponsored American Depositary Receipt
-1.75%
-$1,080.03 
ALGM Allegro MicroSystems, Inc.
-1.74%
-$413 
TYL Tyler Technologies Inc.
-1.74%
-$93.67 
HD The Home Depot, Inc.
-1.72%
-$5,218.07 
CNP CenterPoint Energy Inc.
-1.68%
-$195 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-1.66%
-$369.58 
GPC Genuine Parts Company
-1.66%
-$282.24 
BIDU Baidu Inc.
-1.64%
-$46.81 
MSFT Microsoft Corp.
-1.64%
-$76,690.79 
ES Eversource Energy
-1.64%
-$463.68 
MHD BlackRock MuniHoldings Fund Inc.
-1.64%
-$636.3 
ELV Elevance Health, Inc.
-1.61%
-$4,233.3 
PPL PPL Corporation
-1.6%
-$342.36 
AVGO Broadcom Inc.
-1.58%
-$4,741.5 
WEC WEC Energy Group Inc.
-1.58%
-$698.86 
UBER Uber Technologies, Inc.
-1.57%
-$855 
PNQI Invesco NASDAQ Internet ETF
-1.56%
-$307.01 
STT State Street Corp
-1.54%
-$1,595 
TEAM Atlassian Corporation Class A
-1.54%
-$296 
AMGN Amgen Inc.
-1.53%
-$4,212 
OMC Omnicom Group Inc.
-1.5%
-$119.56 
EXR Extra Space Storage Inc.
-1.49%
-$1,181.44 
XYZ Block, Inc.
-1.48%
-$118 
SPGI S&P Global Inc.
-1.43%
-$149.75 
PWR Quanta Services Inc.
-1.43%
-$3,104.5 
CRM Salesforce Inc
-1.42%
-$10,653 
LNT Alliant Energy Corporation
-1.39%
-$940.23 
LNC Lincoln National Corporation
-1.39%
-$381.25 
FDX FedEx Corporation
-1.36%
-$4,499.7 
CMS CMS Energy Corporation
-1.34%
-$108.3 
AEP American Electric Power Company, Inc.
-1.32%
-$602.64 
ALB Albemarle Corporation
-1.31%
-$30.2 
MCK McKesson Corporation
-1.29%
-$6,727.02 
IBB iShares Biotechnology ETF
-1.27%
-$1,401.4 
WPC W. P. Carey Inc.
-1.26%
-$1,730.75 
BX Blackstone Inc.
-1.26%
-$1,117.8 
GOOGL Alphabet Inc
-1.26%
-$30,799.44 
IWP iShares Russell Mid-Cap Growth ETF
-1.25%
-$2,457.59 
GOOG Alphabet Inc
-1.24%
-$23,723.04 
EXC Exelon Corporation
-1.23%
-$497.18 
IFRA iShares U.S. Infrastructure
-1.22%
-$49.7 
AQN Algonquin Power & Utilities Corp.
-1.22%
-$238.62 
TNL Travel + Leisure Co.
-1.19%
-$276.5 
IWO iShares Russell 2000 Growth ETF
-1.19%
-$13,559.63 
SO The Southern Company
-1.18%
-$634.48 
DOC Healthpeak Properties, Inc.
-1.18%
-$480 
VOT Vanguard Mid-Cap Growth ETF
-1.18%
-$345 
XLU Utilities Select Sector SPDR Fund
-1.17%
-$1,127 
APH Amphenol Corporation
-1.17%
-$2,314.72 
TM Toyota Motor Corporation
-1.15%
-$2,074.8 
MO Altria Group, Inc.
-1.13%
-$1,432.8 
ATO Atmos Energy Corporation
-1.12%
-$375.15 
CVS CVS Health Corporation
-1.11%
-$3,296.6 
GNRC Generac Holdings Inc.
-1.11%
-$754.6 
TJX The TJX Companies, Inc.
-1.1%
-$906.28 
TSN Tyson Foods Inc.
-1.09%
-$58 
CWEN Clearway Energy Inc.
-1.09%
-$627 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
-1.09%
-$980 
GAMR Amplify Video Game Leaders ETF
-1.09%
-$136.45 
VPU Vanguard Utilities ETF
-1.08%
-$16,328.76 
OGE Oge Energy Corp.
-1.08%
-$186 
MTB M&T Bank Corporation
-1.08%
-$267.28 
IGRO iShares International Dividend Growth ETF
-1.08%
-$52.47 
DUK Duke Energy Corporation
-1.07%
-$752.64 
SOLS Sollensys Corp
-1.07%
-$60.76 
FPF First Trust Intermediate Duration Preferred & Income Fund
-1.07%
-$622.62 
DVY iShares Select Dividend ETF
-1.06%
-$1,480.92 
MSI Motorola Solutions, Inc.
-1.05%
-$69.86 
USAC Usa Compression Partners L.P.
-1.05%
-$1,239 
GLPI Gaming and Leisure Properties, Inc.
-1.05%
-$86 
AXP American Express Company
-1.03%
-$4,907.76 
ABT Abbott Laboratories
-1.03%
-$5,015.92 
STZ Constellation Brands, Inc.
-1.02%
-$88.32 
KWEB KraneShares CSI China Internet ETF
-1.01%
-$212.5 
USMV iShares MSCI USA Min Vol Factor ETF
-1%
-$86.43 
RGR Sturm, Ruger & Company, Inc.
-1%
-$28.12 
CAH Cardinal Health Inc.
-1%
-$877.5 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
-0.98%
-$145 
CL Colgate-Palmolive Company
-0.98%
-$4,132.3 
LRCX Lam Research Corporation
-0.96%
-$786 
IWM iShares Russell 2000 ETF
-0.95%
-$2,263.25 
CTAS Cintas Corporation
-0.93%
-$433.84 
O Realty Income Corporation
-0.93%
-$981.75 
BMI Badger Meter Inc.
-0.92%
-$5.83 
D Dominion Energy, Inc.
-0.91%
-$1,194.57 
WMT Walmart Inc.
-0.91%
-$8,858.52 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$7,349.07 
EMR Emerson Electric Co.
-0.9%
-$2,866.8 
TEL TE Connectivity plc
-0.89%
-$599.4 
ICVT iShares Convertible Bond ETF
-0.88%
-$33.66 
TU TELUS Corporation
-0.87%
-$40 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$9,391.12 
VDC VANGUARD CONSUMER STAPLES ETF
-0.83%
-$7,087 
PNC The PNC Financial Services Group, Inc.
-0.83%
-$1,521.06 
IWS iShares Russell Mid-Cap Value ETF
-0.83%
-$4,153.8 
ACN Accenture plc Class A
-0.83%
-$297.85 
ARTY iShares Future AI & Tech ETF
-0.82%
-$119 
VOX Vanguard Communication Services ETF
-0.82%
-$19,229.32 
HMC Honda Motor Co., Ltd.
-0.8%
-$166.4 
ICF iShares Cohen & Steers Realty Majors ETF
-0.79%
-$141.44 
IWN iShares Russell 2000 Value ETF
-0.79%
-$10,380 
DGRO iShares Core Dividend Growth ETF
-0.79%
-$18,251.97 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-0.76%
-$354.24 
TT Trane Technologies plc
-0.76%
-$64.9 
FDLO Fidelity Low Volatility Factor ETF
-0.75%
-$26.46 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.74%
-$1,869.13 
VBK Vanguard Small-Cap Growth ETF
-0.74%
-$194.04 
IVV iShares Core S&P 500 ETF
-0.74%
-$27,788.57 
ESGU iShares ESG Aware MSCI USA ETF
-0.74%
-$992.61 
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$3,586.1 
VO Vanguard Mid-Cap ETF
-0.74%
-$92,843.21 
IWD iShares Russell 1000 Value ETF
-0.73%
-$1,686.74 
VUG Vanguard Growth ETF
-0.73%
-$12,676.48 
KO The Coca-Cola Company
-0.73%
-$6,171.75 
MRK Merck & Co., Inc.
-0.72%
-$5,784.45 
PEG Public Service Enterprise Group Incorporated
-0.72%
-$153 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-0.72%
-$115 
IVE ISHARES S&P 500 VALUE ETF
-0.71%
-$336 
BLK BlackRock, Inc.
-0.71%
-$2,399.69 
MXI iShares Global Materials ETF
-0.71%
-$2,691 
USB U.S. Bancorp
-0.7%
-$4,473.04 
ET Energy Transfer L.P.
-0.7%
-$1,520.7 
DSI iShares MSCI KLD 400 Social ETF
-0.7%
-$258.56 
MDU MDU Resources Group, Inc.
-0.69%
-$130 
QUAL iShares MSCI USA Quality Factor ETF
-0.69%
-$28.88 
EVUS iShares ESG Aware MSCI USA Value ETF
-0.69%
-$113.73 
VTWO Vanguard Russell 2000 ETF
-0.69%
-$6,245.6 
NEE NextEra Energy, Inc.
-0.69%
-$4,439.68 
ICLN iShares Global Clean Energy ETF
-0.68%
-$60 
HROW Harrow Inc.
-0.68%
-$345 
PBA Pembina Pipeline Corporation
-0.67%
-$386.88 
TSLA Tesla, Inc.
-0.67%
-$1,551.11 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$2,173.53 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$4,268.8 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$22,746.96 
PFE Pfizer Inc.
-0.63%
-$3,605 
FTC First Trust Large Cap Growth Fund
-0.63%
-$336.78 
XLI Industrial Select Sector SPDR Fund
-0.63%
-$9,721.93 
IYJ iShares U.S. Industrials ETF
-0.62%
-$143.08 
LUV Southwest Airlines Co.
-0.62%
-$9.31 
AWK American Water Works Company, Inc.
-0.62%
-$79.12 
PEP PepsiCo, Inc.
-0.62%
-$4,440.24 
HAS Hasbro Inc.
-0.61%
-$247.5 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.6%
-$76 
KMI Kinder Morgan, Inc.
-0.6%
-$481.56 
ALL Allstate Corporation
-0.6%
-$246.4 
HPQ HP Inc.
-0.59%
-$161.8 
CMI Cummins Inc.
-0.57%
-$61.8 
PAGP Plains GP Holdings, L.P.
-0.57%
-$196.8 
DRIV Global X Autonomous & Electric Vehicles ETF
-0.57%
-$380 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.57%
-$309.6 
DTE DTE Energy Company
-0.56%
-$142.82 
VOOG Vanguard S&P 500 Growth ETF
-0.55%
-$21,282.36 
ESGV Vanguard ESG U.S. Stock ETF
-0.54%
-$660.65 
ICE Intercontinental Exchange, Inc.
-0.54%
-$38.25 
BMY Bristol-Myers Squibb Company
-0.53%
-$2,467.38 
PNW Pinnacle West Capital Corporation
-0.53%
-$249.47 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
-0.53%
-$1,032.9 
DFAS Dimensional U.S. Small Cap ETF
-0.52%
-$86,517.9 
AAPL Apple Inc.
-0.52%
-$38,228.02 
VB Vanguard Small-Cap ETF
-0.52%
-$47,815.66 
ING ING Groep N.V. Sponsored ADR
-0.51%
-$85.5 
CFA VictoryShares US 500 Volatility Wtd ETF
-0.51%
-$631.37 
CSX CSX Corporation
-0.51%
-$175 
CHKP Check Point Software Technologies Ltd.
-0.51%
-$105.75 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$1,043.24 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$474.3 
DFAE Dimensional Emerging Core Equity Market ETF
-0.48%
-$84,870.34 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.48%
-$6,874.61 
VSGX Vanguard ESG International Stock ETF
-0.48%
-$622.12 
NUSC Nuveen ESG Small-Cap ETF
-0.48%
-$333.6 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.47%
-$69.36 
MDLZ Mondelez International, Inc.
-0.47%
-$992.38 
DFUS Dimensional U.S. Equity Market ETF
-0.46%
-$3,268 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$9,390.44 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.45%
-$65.45 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.45%
-$237.64 
VT Vanguard Total World Stock ETF
-0.45%
-$407.54 
EFV iShares MSCI EAFE Value ETF
-0.45%
-$197.1 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.45%
-$62 
SHW The Sherwin-Williams Company
-0.44%
-$344.16 
IYW iShares U.S. Technology ETF
-0.44%
-$1,121.11 
FELC Fidelity Enhanced Large Cap Core ETF
-0.44%
-$31.35 
PM Philip Morris International Inc.
-0.44%
-$1,888.7 
NVCR NovoCure Ltd.
-0.43%
-$175 
VOO Vanguard S&P 500 ETF
-0.43%
-$3,155.99 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$3,998.4 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.42%
-$82.78 
KMB Kimberly-Clark Corporation
-0.42%
-$793.89 
ED Consolidated Edison, Inc.
-0.42%
-$466.4 
EFA iShares MSCI EAFE ETF
-0.42%
-$16,153.28 
VOE Vanguard Mid-Cap Value ETF
-0.41%
-$2,490.03 
MDY SPDR S&P MidCap 400 ETF Trust
-0.4%
-$327.91 
AIG American International Group Inc.
-0.4%
-$122 
SPG Simon Property Group, Inc.
-0.4%
-$1,521.18 
EMN Eastman Chemical Company
-0.39%
-$177.58 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$659.89 
CI The Cigna Group
-0.39%
-$1,878.24 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$216.07 
SDY SPDR S&P Dividend ETF
-0.38%
-$262.55 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$1,366.38 
SOBO South Bow Corporation
-0.38%
-$11.34 
WM Waste Management, Inc.
-0.38%
-$553.5 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.37%
-$57.2 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.37%
-$31.98 
UNP Union Pacific Corporation
-0.37%
-$2,667 
PFF iShares Preferred and Income Securities ETF
-0.37%
-$167.97 
NLOP Net Lease Office Properties.
-0.36%
-$2.6 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.35%
-$50.4 
USXF iShares ESG Aware MSCI USA ETF
-0.35%
-$89.65 
VOOV Vanguard S&P 500 Value ETF
-0.35%
-$14,197.69 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.34%
-$154.16 
IXN iShares Global Tech ETF
-0.34%
-$170.14 
WTRG Essential Utilities Inc.
-0.34%
-$304.36 
VGT Vanguard Information Technology ETF
-0.34%
-$16,953.6 
EEM iShares MSCI Emerging Markets ETF
-0.33%
-$1,231.78 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
-0.33%
-$37 
VGK Vanguard FTSE Europe ETF
-0.33%
-$105.56 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.32%
-$59.76 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$83.22 
XLF Financial Select Sector SPDR Fund
-0.32%
-$7,890.98 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$52 
LIN Linde plc
-0.31%
-$311.75 
CPK Chesapeake Utilities Corporation
-0.31%
-$120 
SNDA Sonida Senior Living Inc.
-0.3%
-$148.44 
BA Boeing Company
-0.29%
-$6.2 
PPG PPG Industries Inc.
-0.29%
-$599.54 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$148.72 
GEHC GE HealthCare Technologies Inc.
-0.28%
-$158.58 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
-0.28%
-$23.76 
IBM International Business Machines Corporation
-0.27%
-$3,041.64 
EPR EPR Properties
-0.27%
-$74.4 
TLT iShares 20+ Year Treasury Bond ETF
-0.27%
-$12.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$33,225.87 
MUB iShares National Muni Bond ETF
-0.25%
-$92.3 
FIW First Trust Water ETF
-0.25%
-$46.64 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.25%
-$104.37 
ETN Eaton Corporation plc
-0.25%
-$4,724.58 
WBD Warner Bros. Discovery, Inc.
-0.25%
-$98.91 
SKYY First Trust Cloud Computing ETF
-0.25%
-$50.8 
VNQ Vanguard Real Estate ETF
-0.24%
-$1,757.89 
NVS Novartis AG Sponsored ADR
-0.24%
-$119.46 
MA Mastercard Incorporated
-0.23%
-$976.51 
OLP One Liberty Properties Inc.
-0.22%
-$36.15 
TLH iShares 10-20 Year Treasury Bond ETF
-0.22%
-$7.99 
JNK SPDR Bloomberg High Yield Bond ETF
-0.21%
-$44 
ISRG Intuitive Surgical, Inc.
-0.21%
-$3.9 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.21%
-$73 
CNXC Concentrix Corporation
-0.2%
-$5.46 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.2%
-$131.69 
VSNT Versant Media Group, Inc.
-0.2%
-$9.75 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.2%
-$59.9 
ITW Illinois Tool Works Inc.
-0.19%
-$137.19 
ESGE iShares ESG Aware MSCI EM ETF
-0.19%
-$46.2 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.18%
-$14.5 
VYM Vanguard High Dividend Yield ETF
-0.18%
-$453.3 
VHT Vanguard Health Care ETF
-0.18%
-$825.98 
PAYX Paychex Inc.
-0.18%
-$25.83 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
-0.18%
-$37.8 
HESM Hess Midstream LP
-0.17%
-$15.33 
BF-B Brown-Forman Corporation
-0.17%
-$33.75 
TRP TC Energy Corporation
-0.16%
-$20 
EIPI FT Energy Income Partners Enhanced Income ETF
-0.16%
-$42.17 
CAT Caterpillar Inc.
-0.14%
-$188.7 
FBP First BanCorp Puerto Rico
-0.14%
-$73 
GSK GSK plc Sponsored ADR
-0.14%
-$283.01 
FAN First Trust Global Wind Energy ETF
-0.13%
-$15 
DFAT Dimensional US Targeted Value ETF
-0.13%
-$295.74 
PRU Prudential Financial, Inc.
-0.13%
-$20.25 
IEF iShares 7-10 Year Treasury Bond ETF
-0.12%
-$6.71 
HBAN Huntington Bancshares Incorporated
-0.12%
-$7.5 
LLY Eli Lilly and Company
-0.11%
-$377 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.11%
-$22.5 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.11%
-$20.64 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.1%
-$27.75 
SYK Stryker Corporation
-0.09%
-$91.5 
UPS United Parcel Service, Inc.
-0.08%
-$72 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
-0.08%
-$14.63 
GILD Gilead Sciences Inc.
-0.07%
-$187 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.07%
-$15.4 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$9.57 
KRE SPDR S&P Regional Banking ETF
-0.07%
-$230.95 
VTV Vanguard Value ETF
-0.06%
-$2,830.66 
IRM Iron Mountain Inc.
-0.06%
-$9.73 
FAST Fastenal Co.
-0.06%
-$12 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.05%
-$28.82 
CHD Church & Dwight Co., Inc.
-0.05%
-$29.3 
INTC Intel Corporation
-0.05%
-$394.45 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$11.12 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.05%
-$3.75 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$5.52 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.04%
-$4.41 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$956.2 
MTUM iShares MSCI USA Momentum Factor ETF
-0.04%
-$0.96 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$11.91 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$2.49 
ADP Automatic Data Processing Inc.
-0.04%
-$99.5 
TRV The Travelers Companies, Inc.
-0.03%
-$28.99 
FLKR Franklin FTSE South Korea ETF
-0.03%
-$6.4 
TIP iShares TIPS Bond ETF
-0.03%
-$20.72 
GLW Corning Incorporated
-0.03%
-$28 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.02%
-$11.87 
CACI Caci International Inc.
-0.02%
-$8.16 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$300.2 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$11.87 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.01%
-$2.76 Events
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Dividends
Dividend Analysis
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| Trades 2157 | Longs Won 1407/2157 65% | Profit Factor 11.3 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $198,305.05 |
| Average Win $60,996.04 | Best Trade (Sep 15) $4.6M | Sharpe Ratio -11.32 |
| Average Loss -$10,127.52 | Worst Trade (Sep 10) -$390,905.97 | Z-Score 1.19 (76.59%) |
| Commissions $0 | Avg. Trade Length 2y 1m 1w 1d | Expectancy $36,290.7 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 21,970 | $3.08M | $7.28M | - | $4.2M | 136.01% | -0.522% |
| ABBV AbbVie Inc. | 3,278 | $515,289.32 | $862,130.39 | - | $346,841.07 | 67.31% | +0.472% |
| ABT Abbott Laboratories | 4,732 | $536,427.41 | $482,805.96 | - | -$53,621.45 | -10% | -1.028% |
| ACN Accenture plc Class A | 185 | $23,021.4 | $35,777.15 | - | $12,755.75 | 55.41% | -0.826% |
| ACP abrdn Income Credit Strategies Fund | 764 | $4,049.2 | $3,506.76 | - | -$542.44 | -13.4% | +0.438% |
| ADBE Adobe Inc. | 460 | $94,309.2 | $118,569.6 | - | $24,260.4 | 25.72% | -2.952% |
| ADI Analog Devices, Inc. | 1,223 | $251,948.58 | $441,931.05 | - | $189,982.47 | 75.41% | +0.091% |
| ADM Archer-Daniels-Midland Co | 1,150 | $87,860 | $99,590 | - | $11,730 | 13.35% | +0.185% |
| ADP Automatic Data Processing Inc. | 995 | $306,858 | $275,147.35 | - | -$31,710.65 | -10.33% | -0.036% |
| AEP American Electric Power Company, Inc. | 372 | $50,893.32 | $44,866.92 | - | -$6,026.4 | -11.84% | -1.325% |
| AES AES Corporation | 1,397 | $20,480.02 | $20,675.6 | - | $195.58 | 0.95% | 0.0 |
| AFL Aflac Inc. | 12,746 | $1.42M | $1.5M | - | $81,192.02 | 5.73% | +0.47% |
| AIG American International Group Inc. | 400 | $29,812 | $30,392 | - | $580 | 1.95% | -0.4% |
| AIZ Assurant Inc. | 114 | $30,549.72 | $32,632.5 | - | $2,082.78 | 6.82% | +1.052% |
| ALB Albemarle Corporation | 20 | $2,700.6 | $2,270.4 | - | -$430.2 | -15.93% | -1.313% |
| ALC Alcon Inc. | 45 | $3,065.85 | $3,048.75 | - | -$17.1 | -0.56% | +0.015% |
| ALGM Allegro MicroSystems, Inc. | 700 | $48,734 | $23,282 | - | -$25,452 | -52.23% | -1.743% |
| ALL Allstate Corporation | 160 | $38,070.4 | $41,110.4 | - | $3,040 | 7.99% | -0.596% |
| AMD Advanced Micro Devices, Inc. | 2,102 | $233,896.92 | $1.06M | - | $825,931.48 | 353.12% | +2.187% |
| AMGN Amgen Inc. | 720 | $203,184 | $270,468 | - | $67,284 | 33.11% | -1.533% |
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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 Peter Nicholson?
The largest contributions to the portfolio's profits come from the following stocks: The First Bancorp, Inc - $5.6M, Vanguard Information Technology ETF - $2.69M, Apple Inc - $2.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.28M, and Exxon Mobil Corporation - $994,325.11. 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: Magnite, Inc - $292,066.1, Upstart Holdings, Inc - $265,599.95, iShares Global Clean Energy ETF - $215,096.36, Fluent Inc - $194,977, and Baidu Inc - $182,914.6. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peter Nicholson's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.49M earned over time. The largest contributors to dividend income include The First Bancorp, Inc - $5.63M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.37M, Vanguard Mid-Cap ETF - $661,809.22, Dimensional Emerging Core Equity Market ETF - $511,188.86, and Exxon Mobil Corporation - $447,858.16. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter Nicholson's monthly returns?
Peter Nicholson'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 Peter Nicholson's strategy be considered aggressive or moderate?
Peter Nicholson's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Peter Nicholson's strategy?
Peter Nicholson'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.
