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:
90.3%
Gain +4.37%
Monthly
1.1%
Yearly
13.97%
Drawdown
21.71%
$261.45M
Equity
Holdings
$261.45M
Investment
$184.14M
$87.12M
Profit +$6.32M
Realized
$9.8M
Unrealized
$77.31M
Dividends
$16.9M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
4.37%
Profit
$6.32M
Win %
78%
This Week
Compared To Last Week
Gain
2.7%
Profit
$6.87M
Win %
78%
This Month
Compared to last month
Gain
3.45%
Profit
$8.73M
Win %
78%
This Year
Compared to last year
Gain
4.35%
Profit
$11.16M
Win %
79%
ANET Arista Networks, Inc.
+3.31%
+$1,867.35 
ETN Eaton Corporation plc
+3.22%
+$69,084.98 
Q Qnity Electronics Inc.
+2.88%
+$766.26 
MCK McKesson Corporation
+2.49%
+$12,548.7 
COP ConocoPhillips
+2.35%
+$9,262.45 
SOLS Sollensys Corp
+1.31%
+$77.42 
LOW Lowe's Companies Inc.
+1.08%
+$1,661.37 
ABT Abbott Laboratories
+1.01%
+$5,205.2 
HBAN Huntington Bancshares Incorporated
+0.97%
+$63.75 
GLW Corning Incorporated
+0.91%
+$1,001.01 
CVX Chevron Corporation
+0.9%
+$5,558 
ACN Accenture plc Class A
+0.88%
+$290.45 
EOG EOG Resources, Inc.
+0.83%
+$354 
WTRG Essential Utilities Inc.
+0.75%
+$652.2 
BP BP p.l.c. Sponsored ADR
+0.65%
+$793.52 
QSR Restaurant Brands International Inc.
+0.65%
+$9.87 
TSLA Tesla, Inc.
+0.58%
+$1,252.57 
TNL Travel + Leisure Co.
+0.57%
+$147 
OLP One Liberty Properties Inc.
+0.51%
+$86.76 
TRP TC Energy Corporation
+0.49%
+$62 
GOF Guggenheim Strategic Opportunities Fund
+0.47%
+$75 
MTB M&T Bank Corporation
+0.41%
+$107.12 
OGE Oge Energy Corp.
+0.3%
+$52.08 
ICVT iShares Convertible Bond ETF
+0.23%
+$9.18 
NSC Norfolk Southern Corporation
+0.2%
+$1,277.23 
BA Boeing Company
+0.19%
+$4.5 
PM Philip Morris International Inc.
+0.12%
+$488.84 
AVNS Avanos Medical Inc.
+0.04%
+$0.11 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.04%
+$3 
SHY iShares 1-3 Year Treasury Bond ETF
+0.01%
+$0.83 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.01%
+$4.43 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
0%
+$0.08 
FGDL Franklin Responsibly Sourced Gold ETF
0%
+$0.01 
USXF iShares ESG Aware MSCI USA ETF
0%
+$0.16 
ABBV AbbVie Inc.
0%
$0 
ACP abrdn Income Credit Strategies Fund
0%
$0 
ADBE Adobe Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AES AES Corporation
0%
$0 
AFL Aflac Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AIZ Assurant Inc.
0%
$0 
ALC Alcon Inc.
0%
$0 
ALGM Allegro MicroSystems, Inc.
0%
$0 
ALL Allstate Corporation
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMGN Amgen Inc.
0%
-$0.01 
AMT American Tower Corporation
0%
$0 
APA APA Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APH Amphenol Corporation
0%
$0 
AQN Algonquin Power & Utilities Corp.
0%
$0 
ARE Alexandria Real Estate Equities, Inc.
0%
$0 
ARTY iShares Future AI & Tech ETF
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
AVB AvalonBay Communities, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.01 
AWK American Water Works Company, Inc.
0%
$0 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BDX Becton, Dickinson and Company
0%
$0 
BEP Brookfield Renewable Partners L.P.
0%
$0 
BEPC Brookfield Renewable Corporation
0%
$0 
BHB Bar Harbor Bankshares
0%
$0 
BHF Brighthouse Financial Inc.
0%
$0 
BHP BHP Group Ltd.
0%
$0 
BIDU Baidu Inc.
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BKNG Booking Holdings Inc.
0%
$0 
BLK BlackRock, Inc.
0%
-$0.01 
BMI Badger Meter Inc.
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BOND PIMCO Active Bond Exchange-Traded Fund
0%
$0 
BOTZ Global X Robotics & Artificial Intelligence ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
0%
$0 
BSM Black Stone Minerals, L.P.
0%
$0 
BSX Boston Scientific Corporation
0%
$0 
BX Blackstone Inc.
0%
$0 
BXSL Blackstone Secured Lending Fund
0%
$0 
C Citigroup Inc.
0%
$0 
CAC Camden National Corporation
0%
$0 
CACI Caci International Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CB Chubb Limited
0%
$0 
CBSTF Cannabist Company Holdings Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFA VictoryShares US 500 Volatility Wtd ETF
0%
$0 
CHD Church & Dwight Co., Inc.
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
$0 
CI The Cigna Group
0%
+$0.02 
CIG Companhia Energética de Minas Gerais S.A. ADR
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CLX The Clorox Company
0%
$0 
CMCSA Comcast Corp
0%
$0 
CME CME Group Inc.
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CMS CMS Energy Corporation
0%
$0 
CNOB ConnectOne Bancorp Inc.
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
CNXC Concentrix Corporation
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CPB The Campbell's Company
0%
$0 
CPK Chesapeake Utilities Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.03 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CSIQ Canadian Solar Inc.
0%
$0 
CSX CSX Corporation
0%
$0 
CTAS Cintas Corporation
0%
$0 
CVS CVS Health Corporation
0%
$0 
CWEN Clearway Energy Inc.
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DE Deere & Company
0%
-$0.01 
DELL Dell Technologies Inc.
0%
$0 
DEO Diageo plc Sponsored ADR
0%
$0 
DFAE Dimensional Emerging Core Equity Market ETF
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFAT Dimensional US Targeted Value ETF
0%
$0 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
DFUV Dimensional US Marketwide Value ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DHI D.R. Horton, Inc.
0%
$0 
DHR Danaher Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DLR Digital Realty Trust, Inc.
0%
$0 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
0%
+$0.03 
DOC Healthpeak Properties, Inc.
0%
$0 
DOCU DocuSign Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DSI iShares MSCI KLD 400 Social ETF
0%
$0 
DTE DTE Energy Company
0%
$0 
DUK Duke Energy Corporation
0%
$0 
DVN Devon Energy Corporation
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.01 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
0%
$0 
ED Consolidated Edison, Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
0%
$0 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
0%
-$0.12 
EFA iShares MSCI EAFE ETF
0%
$0 
EFG iShares MSCI EAFE Growth ETF
0%
$0 
EFV iShares MSCI EAFE Value ETF
0%
$0 
EIPI FT Energy Income Partners Enhanced Income ETF
0%
$0 
EIX Edison International
0%
$0 
ELV Elevance Health, Inc.
0%
$0 
EMN Eastman Chemical Company
0%
$0 
EMR Emerson Electric Co.
0%
-$0.02 
EMXC iShares MSCI Emerging Markets ex China ETF
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
EPD Enterprise Products Partners L.P.
0%
$0 
EPR EPR Properties
0%
$0 
ESGD iShares ESG Aware MSCI EAFE ETF
0%
$0 
ESGE iShares ESG Aware MSCI EM ETF
0%
$0 
ESGU iShares ESG Aware MSCI USA ETF
0%
-$0.01 
ESGV Vanguard ESG U.S. Stock ETF
0%
$0 
ET Energy Transfer L.P.
0%
$0 
EVUS iShares ESG Aware MSCI USA Value ETF
0%
$0 
EXC Exelon Corporation
0%
$0 
EXE Expand Energy Corporation
0%
$0 
EXPE Expedia Group, Inc.
0%
$0 
EXR Extra Space Storage Inc.
0%
$0 
F Ford Motor Company
0%
$0 
FAN First Trust Global Wind Energy ETF
0%
$0 
FAST Fastenal Co.
0%
$0 
FBP First BanCorp Puerto Rico
0%
$0 
FDLO Fidelity Low Volatility Factor ETF
0%
$0 
FDX FedEx Corporation
0%
+$0.01 
FELC Fidelity Enhanced Large Cap Core ETF
0%
$0 
FISV Fiserv, Inc.
0%
$0 
FIW First Trust Water ETF
0%
$0 
FLKR Franklin FTSE South Korea ETF
0%
$0 
FLNT Fluent Inc.
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
FNDA Schwab Fundamental U.S. Small Company ETF
0%
$0 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
0%
$0 
FNDX Schwab Fundamental U.S. Large Company Index ETF
0%
$0 
FNLC The First Bancorp, Inc.
0%
$0 
FPF First Trust Intermediate Duration Preferred & Income Fund
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
+$0.25 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
-$0.09 
GAMR Amplify Video Game Leaders ETF
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.04 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.02 
GEX VanEck Vectors Global Alternative Energy ETF
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GLD SPDR Gold Shares
0%
$0 
GLDM SPDR Gold MiniShares Trust
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
$0 
GNRC Generac Holdings Inc.
0%
$0 
GOOG Alphabet Inc
0%
$0 
GOOGL Alphabet Inc
0%
$0 
GOVT iShares U.S. Treasury Bond ETF
0%
$0 
GPC Genuine Parts Company
0%
$0 
GSK GSK plc Sponsored ADR
0%
$0 
HAS Hasbro Inc.
0%
$0 
HASI Hannon Armstrong Sustainable Infrastructure Capital Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
HESM Hess Midstream LP
0%
$0 
HMC Honda Motor Co., Ltd.
0%
$0 
HONA Honeywell Aerospace Inc.
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HPQ HP Inc.
0%
$0 
HROW Harrow Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HYGV FlexShares High Yield Value-Scored Bond Index Fund
0%
$0 
HYS PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
0%
$0 
IBM International Business Machines Corporation
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ICF iShares Cohen & Steers Realty Majors ETF
0%
$0 
ICLN iShares Global Clean Energy ETF
0%
$0 
ICLR ICON plc
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.01 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02 
ILMN Illumina, Inc.
0%
$0 
ING ING Groep N.V. Sponsored ADR
0%
$0 
INTC Intel Corporation
0%
$0 
IPGP IPG Photonics Corporation
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
0%
$0 
ITW Illinois Tool Works Inc.
0%
$0 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVE ISHARES S&P 500 VALUE ETF
0%
$0 
IVOO Vanguard S&P Mid-Cap 400 ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.05 
IWD iShares Russell 1000 Value ETF
0%
$0 
IWF iShares Russell 1000 Growth ETF
0%
$0 
IWM iShares Russell 2000 ETF
0%
-$0.01 
IWN iShares Russell 2000 Value ETF
0%
+$0.06 
IWO iShares Russell 2000 Growth ETF
0%
+$0.03 
IWP iShares Russell Mid-Cap Growth ETF
0%
$0 
IWR iShares Russell Mid-Cap ETF
0%
-$0.01 
IWS iShares Russell Mid-Cap Value ETF
0%
+$0.02 
IXN iShares Global Tech ETF
0%
$0 
IYE iShares U.S. Energy ETF
0%
$0 
IYJ iShares U.S. Industrials ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JCI Johnson Controls International plc
0%
$0 
JNJ Johnson & Johnson
0%
$0 
JNK SPDR Bloomberg High Yield Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
KD Kyndryl Holdings Inc.
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KMB Kimberly-Clark Corporation
0%
+$0.01 
KMI Kinder Morgan, Inc.
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRE SPDR S&P Regional Banking ETF
0%
$0 
KRP Kimbell Royalty Partners, LP
0%
$0 
KSS Kohl's Corporation
0%
$0 
KWEB KraneShares CSI China Internet ETF
0%
$0 
KYN Kayne Anderson Energy Infrastructure Fund, Inc.
0%
$0 
LCTD BlackRock World ex U.S. Carbon Transition Readiness ETF
0%
$0 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
0%
-$0.26 
LH Labcorp Holdings Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.01 
LMT Lockheed Martin Corporation
0%
+$0.02 
LNC Lincoln National Corporation
0%
$0 
LNT Alliant Energy Corporation
0%
$0 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
0%
$0 
LRCX Lam Research Corporation
0%
$0 
LSTR Landstar System Inc.
0%
$0 
LUV Southwest Airlines Co.
0%
$0 
LVS Las Vegas Sands Corp.
0%
$0 
MA Mastercard Incorporated
0%
+$0.02 
MBB iShares MBS ETF
0%
$0 
MCD McDonald's Corporation
0%
$0 
MCHP Microchip Technology Incorporated
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MDT Medtronic plc
0%
$0 
MDU MDU Resources Group, Inc.
0%
$0 
MDY SPDR S&P MidCap 400 ETF Trust
0%
$0 
MET MetLife Inc.
0%
$0 
META Meta Platforms Inc Class A
0%
+$0.01 
MFC Manulife Financial Corporation
0%
$0 
MHD BlackRock MuniHoldings Fund Inc.
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MIDD The Middleby Corporation
0%
$0 
MKSI MKS Instruments Inc.
0%
$0 
MMM 3M Company
0%
+$0.01 
MO Altria Group, Inc.
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MRVL Marvell Technology, Inc.
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
MSI Motorola Solutions, Inc.
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
0%
$0 
MXI iShares Global Materials ETF
0%
$0 
NEAR iShares Short Maturity Bond ETF
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NEM Newmont Corporation
0%
$0 
NFG National Fuel Gas Company
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NLOP Net Lease Office Properties.
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NUSC Nuveen ESG Small-Cap ETF
0%
$0 
NVCR NovoCure Ltd.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVS Novartis AG Sponsored ADR
0%
$0 
NYT New York Times Co.
0%
$0 
O Realty Income Corporation
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
OLN Olin Corporation
0%
$0 
OMC Omnicom Group Inc.
0%
$0 
ONL Orion Office REIT Inc.
0%
$0 
ORGN Origin Materials Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
OXY Occidental Petroleum Corporation
0%
$0 
P Everpure Inc.
0%
$0 
PAGP Plains GP Holdings, L.P.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.02 
PAYC Paycom Software, Inc.
0%
$0 
PAYX Paychex Inc.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.02 
PFF iShares Preferred and Income Securities ETF
0%
$0 
PFS Provident Financial Services Inc.
0%
$0 
PG Procter & Gamble Co
0%
$0 
PGR Progressive Corporation
0%
$0 
PGX Invesco Preferred ETF
0%
$0 
PGY Pagaya Technologies Ltd.
0%
$0 
PLD Prologis Inc.
0%
+$0.01 
PNC The PNC Financial Services Group, Inc.
0%
+$0.01 
PNQI Invesco NASDAQ Internet ETF
0%
$0 
PNW Pinnacle West Capital Corporation
0%
$0 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
0%
$0 
PPG PPG Industries Inc.
0%
$0 
PPL PPL Corporation
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PSI Invesco Semiconductors ETF
0%
$0 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
QQQX Nuveen Nasdaq 100 Dynamic Overwrite Fund
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RGR Sturm, Ruger & Company, Inc.
0%
$0 
RITM Rithm Capital Corp.
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
RSPH Invesco S&P 500 Equal Weight Health Care ETF
0%
$0 
RTX RTX Corporation
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SHEL Shell plc
0%
$0 
SHOP Shopify Inc.
0%
$0 
SHW The Sherwin-Williams Company
0%
$0 
SJM The J.M. Smucker Company
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SKYY First Trust Cloud Computing ETF
0%
$0 
SLB Schlumberger Limited
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SLV iShares Silver Trust
0%
$0 
SMH VanEck Semiconductor ETF
0%
+$0.01 
SNAP Snap Inc.
0%
$0 
SNDA Sonida Senior Living Inc.
0%
$0 
SNX TD Synnex Corporation
0%
$0 
SNY Sanofi American Depositary Receipt
0%
$0 
SO The Southern Company
0%
$0 
SOBO South Bow Corporation
0%
$0 
SOLV Solventum Corporation
0%
$0 
SPCX Space Exploration Technologies Corp. Class A
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPG Simon Property Group, Inc.
0%
$0 
SPGI S&P Global Inc.
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPYX SPDR S&P 500 Fossil Fuel Reserves Free ETF
0%
$0 
STT State Street Corp
0%
$0 
STZ Constellation Brands, Inc.
0%
$0 
SUSC iShares ESG Aware USD Corporate Bond ETF
0%
$0 
SYF Synchrony Financial
0%
$0 
SYK Stryker Corporation
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
+$0.03 
TD The Toronto-Dominion Bank
0%
$0 
TEAM Atlassian Corporation Class A
0%
$0 
TECX Tectonic Therapeutic Inc.
0%
$0 
TEL TE Connectivity plc
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TGT Target Corporation
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TLH iShares 10-20 Year Treasury Bond ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
TM Toyota Motor Corporation
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
$0 
TOST Toast Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TT Trane Technologies plc
0%
$0 
TTD The Trade Desk, Inc. Class A
0%
$0 
TU TELUS Corporation
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UNP Union Pacific Corporation
0%
+$0.03 
UPS United Parcel Service, Inc.
0%
$0 
USAC Usa Compression Partners L.P.
0%
$0 
USB U.S. Bancorp
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
V Visa Inc. Class A
0%
-$0.05 
VAW Vanguard Materials ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.32 
VBK Vanguard Small-Cap Growth ETF
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
$0 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
0%
$0 
VCLT Vanguard Long-Term Corporate Bond Fund
0%
$0 
VCR Vanguard Consumer Discretionary ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VDE Vanguard Energy ETF
0%
-$0.04 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VFC V.F. Corporation
0%
$0 
VFH Vanguard Financials ETF (primary ticker: VFH)
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VGK Vanguard FTSE Europe ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
VGT Vanguard Information Technology ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.04 
VISN Vistance Networks, Inc.
0%
$0 
VIXY ProShares VIX Short-Term Futures ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.02 
VOOG Vanguard S&P 500 Growth ETF
0%
$0 
VOOV Vanguard S&P 500 Value ETF
0%
$0 
VOT Vanguard Mid-Cap Growth ETF
0%
$0 
VOX Vanguard Communication Services ETF
0%
$0 
VPG Vishay Precision Group Inc.
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VSNT Versant Media Group, Inc.
0%
$0 
VT Vanguard Total World Stock ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
-$0.08 
VTWO Vanguard Russell 2000 ETF
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.02 
WAT Waters Corporation
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WDAY Workday Inc.
0%
$0 
WEC WEC Energy Group Inc.
0%
$0 
WEN The Wendy's Company
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$0.01 
WMT Walmart Inc.
0%
$0 
WPC W. P. Carey Inc.
0%
$0 
WY Weyerhaeuser Company
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XEL Xcel Energy Inc.
0%
$0 
XLB Materials Select Sector SPDR Fund
0%
$0 
XLE Energy Select Sector SPDR Fund
0%
$0 
XLF Financial Select Sector SPDR Fund
0%
$0 
XLI Industrial Select Sector SPDR Fund
0%
-$0.09 
XLK State Street Technology Select Sector SPDR ETF
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XLV Health Care Select Sector SPDR Fund
0%
$0 
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.19 
XYZ Block, Inc.
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZBRA Zebra Technologies Corporation
0%
$0 
ZS Zscaler Inc.
0%
$0 
ORCL Oracle Corporation
-3.69%
-$222.8 
AMZN Amazon.com Inc
-2.09%
-$60,039.08 
TJX The TJX Companies, Inc.
-1.94%
-$2,008.17 
IR Ingersoll Rand Inc.
-1.86%
-$218.96 
ALB Albemarle Corporation
-1.41%
-$37 
FDXF FedEx Freight Holding Company Inc.
-1.3%
-$973.37 
AAPL Apple Inc.
-1.09%
-$73,599.5 
CL Colgate-Palmolive Company
-0.9%
-$4,036.2 
BF-B Brown-Forman Corporation
-0.57%
-$120 
XPH SPDR S&P Pharmaceuticals ETF
-0.53%
-$37 
KR Kroger Co.
-0.41%
-$643.31 
LIN Linde plc
-0.39%
-$414.95 
SPY SPDR S&P 500 ETF Trust
-0.32%
-$6,703.66 
PSA Public Storage Common Stock
-0.19%
-$234.85 
IBB iShares Biotechnology ETF
-0.14%
-$150.92 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.08%
-$19.35 
ES Eversource Energy
-0.06%
-$16.56 
ADM Archer-Daniels-Midland Co
-0.04%
-$34.5 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.03%
-$4.95 
TTE TotalEnergies SE
-0.01%
-$10.35 
IFLN Invesco Bloomberg Enhanced Fallen Angels ETF
-0.01%
-$1.14 
IGRO iShares International Dividend Growth ETF
-0.01%
-$0.27 
TRV The Travelers Companies, Inc.
0%
-$2.23 
ADP Automatic Data Processing Inc.
0%
-$4.97 
IVOV Vanguard S&P Mid-Cap 400 Value ETF
0%
-$0.24 
ADI Analog Devices, Inc.
0%
-$6.12 
DRIV Global X Autonomous & Electric Vehicles ETF
0%
-$0.4 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
0%
-$2.28 Events
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Dividends
Dividend Analysis
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| Trades 2157 | Longs Won 1536/2157 71% | Profit Factor 14.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $216,304.16 |
| Average Win $60,914.08 | Best Trade (Aug 13) $4.58M | Sharpe Ratio -11.32 |
| Average Loss -$10,383.16 | Worst Trade (Aug 13) -$364,993.38 | Z-Score 13.03 (100%) |
| Commissions $0 | Avg. Trade Length 2y 2w 2d | Expectancy $40,387.61 |
| 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
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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 - $2.68M, Apple Inc - $2.1M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.25M, and Exxon Mobil Corporation - $975,156.81. 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 $16.9M earned over time. The largest contributors to dividend income include The First Bancorp, Inc - $5.63M, VANGUARD FTSE DEVELOPED MARKETS ETF - $1.34M, Vanguard Mid-Cap ETF - $616,573.51, Vanguard FTSE Emerging Markets ETF - $429,591.46, and Exxon Mobil Corporation - $428,689.86. 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.
