Nate Raabe Portfolio

Invests via Rx3 Growth Partners

Automatically Tracked

Tracking: 0 Updated: Jul 19 at 10:33 PM

Directs growth and secondary investments across software and fintech, allocating capital to founder-led companies and pre-IPO situations while working with strategic acquirers and LPs to engineer liquidity events. Nate Raabe has experience sourcing cross-border deals, serving on corporate boards, and guiding go-to-market and product strategies to accelerate revenue scale. Markets view his approach as hands-on capital allocation with emphasis on exit readiness, operational KPIs, and disciplined valuation work.

Investment Philosophy & Strategy

Focuses on growth and secondary investments in software and fintech, prioritizing founder-led, pre-IPO opportunities that benefit from active operational involvement. Allocates capital with an exit-oriented lens, emphasizing liquidity engineering with strategic acquirers and LPs, disciplined valuation work, and measurable KPIs to drive revenue scale. Employs hands-on board-level guidance on go-to-market and product strategy, leverages cross-border sourcing, and balances concentrated, event-driven positions with staged risk mitigation.

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:

32.35%

Gain -0.02%

Monthly

1.51%

Yearly

19.81%

Drawdown

11.79%

$1.01B

Equity

Holdings

$1.01B

Investment

$834.11M

$184.09M

Profit -$75,239.3

Realized

$10.04M

Unrealized

$174.05M

Dividends

$29.16M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

-0.02%

Profit

-$75,239.3

Win %

79%

This Week

Compared To Last Week

Gain

-0.01%

Profit

-$109,392.73

Win %

79%

This Month

Compared to last month

Gain

0.1%

Profit

$999,408.78

Win %

79%

This Year

Compared to last year

Gain

7.97%

Profit

$74.45M

Win %

80%

Gainers
Losers

CVX Chevron Corporation

+1.92%

+$6,402.88

ORCL Oracle Corporation

+1.77%

+$3,434.2

PM Philip Morris International Inc.

+1.65%

+$66,360.76

HUBB Hubbell Inc.

+1.37%

+$5,648.76

XOM Exxon Mobil Corporation

+0.97%

+$4,822.2

GLD SPDR Gold Shares

+0.94%

+$4,833.46

LLY Eli Lilly and Company

+0.85%

+$3,260.3

NUE Nucor Corporation

+0.4%

+$1,215.42

CAT Caterpillar Inc.

+0.35%

+$3,231.34

EMR Emerson Electric Co.

+0.33%

+$712.52

CEG Constellation Energy Corporation

+0.25%

+$461.28

DFGR Dimensional Global Real Estate ETF

+0.23%

+$43,435.91

AAPL Apple Inc.

+0.14%

+$3,928.8

PRIV SPDR SSGA Investment Grade Public & Private Credit ETF

+0.12%

+$2,044.95

VCIT Vanguard Intermediate-Term Corporate Bond Fund

+0.09%

+$8,961.4

DFAR Dimensional US Real Estate ETF

+0.07%

+$332.3

BND Vanguard Total Bond Market Index Fund

+0.07%

+$585.95

BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)

+0.07%

+$370.88

AVIG Avantis Core Fixed Income ETF

+0.05%

+$309.43

SPAB SPDR Portfolio Aggregate Bond ETF

+0.04%

+$14,201.37

GBUG Sprott Active Gold & Silver Fund

+0.04%

+$101.95

SPTS SPDR Portfolio Short Term Treasury ETF

+0.04%

+$254.8

BOXX Alpha Architect 1-3 Month Boxx Fund

+0.02%

+$693.1

VCSH Vanguard Short-Term Corporate Bond ETF

+0.01%

+$2,219.55

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

SPSB SPDR Portfolio Short Term Corporate Bond ETF

TSMWF Taiwan Semiconductor Manufacturing Company Limited

AXON Axon Enterprise, Inc.

-5.81%

-$60,831.51

SPXL Direxion Daily S&P 500 Bull 3X Shares

-3.1%

-$68,760.64

META Meta Platforms Inc Class A

-2.79%

-$17,362.58

HD The Home Depot, Inc.

-2.63%

-$7,210.19

TSLA Tesla, Inc.

-2.61%

-$7,062.02

TXN Texas Instruments Inc

-2.47%

-$48,765.67

FITB Fifth Third Bancorp

-2.29%

-$5,975.85

NVDA NVIDIA Corporation

-2.21%

-$41,823.99

GOOG Alphabet Inc

-2.17%

-$12,642.36

GOOGL Alphabet Inc

-2.17%

-$18,886.64

STCE Schwab Crypto Thematic ETF

-1.88%

-$7,051.68

MSFT Microsoft Corp.

-1.81%

-$38,664.08

V Visa Inc. Class A

-1.8%

-$12,225.66

AXP American Express Company

-1.72%

-$4,776.96

VWO Vanguard FTSE Emerging Markets ETF

-1.7%

-$7,129

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-1.67%

-$10,096.64

MGK Vanguard Mega Cap Growth ETF

-1.53%

-$11,745

QQQ Invesco QQQ Trust, Series 1

-1.5%

-$17,039.63

QQQM Invesco NASDAQ 100 ETF

-1.5%

-$45,570.26

VUG Vanguard Growth ETF

-1.49%

-$4,690.44

DFAE Dimensional Emerging Core Equity Market ETF

-1.45%

-$371,596.5

EFX Equifax Inc.

-1.41%

-$3,553.46

AVDV Avantis International Small Cap Value ETF

-1.26%

-$740,207.64

DFEV Dimensional Emerging Markets Value ETF

-1.09%

-$7,601.88

AMZN Amazon.com Inc

-1.06%

-$12,100.34

IVV iShares Core S&P 500 ETF

-1.02%

-$47,778.56

SCHX Schwab U.S. Large-Cap ETF

-1.01%

-$4,616.7

VOO Vanguard S&P 500 ETF

-1.01%

-$13,229.12

SPYM State Street SPDR Portfolio S&P 500 ETF

-1.01%

-$484,632.59

SPY SPDR S&P 500 ETF Trust

-0.99%

-$15,521.25

DFUS Dimensional U.S. Equity Market ETF

-0.99%

-$676,556.58

AVGO Broadcom Inc.

-0.97%

-$4,557.61

VTI VANGUARD TOTAL STOCK MKT ETF

-0.96%

-$14,843.98

AVSC Avantis U.S. Small Cap Equity ETF

-0.88%

-$708,273.15

DUK Duke Energy Corporation

-0.87%

-$1,827.1

VT Vanguard Total World Stock ETF

-0.86%

-$81,357.75

DFSV Dimensional US Small Cap Value ETF

-0.85%

-$14,018.88

SLYV SPDR S&P 600 Small Cap Value ETF

-0.82%

-$3,449.7

SO The Southern Company

-0.8%

-$3,460.38

DFAW Dimensional World Equity ETF

-0.8%

-$530,874.3

AVUS Avantis U.S. Equity ETF

-0.79%

-$7,641.66

IJR iShares Core S&P Small-Cap ETF

-0.78%

-$10,904.06

QS QuantumScape Corp

-0.76%

-$944.5

DFAT Dimensional US Targeted Value ETF

-0.76%

-$116,092.44

DFIS Dimensional International Small Cap ETF

-0.73%

-$137,893.6

DFAS Dimensional U.S. Small Cap ETF

-0.7%

-$427,703.49

MDLZ Mondelez International, Inc.

-0.68%

-$5,617.92

VBR VANGUARD SMALL-CAP VALUE ETF

-0.66%

-$4,855.76

WMT Walmart Inc.

-0.62%

-$8,728.03

NEE NextEra Energy, Inc.

-0.62%

-$2,588.85

JPM JPMorgan Chase & Co.

-0.6%

-$3,140.57

VB Vanguard Small-Cap ETF

-0.57%

-$3,433.66

IWP iShares Russell Mid-Cap Growth ETF

-0.56%

-$14,281.8

SCHV Schwab U.S. Large-Cap Value ETF

-0.56%

-$1,291.62

XMMO Invesco S&P MidCap Momentum ETF

-0.53%

-$1,641.36

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-0.47%

-$2,758.13

VO Vanguard Mid-Cap ETF

-0.46%

-$5,484.88

ESGD iShares ESG Aware MSCI EAFE ETF

-0.46%

-$1,462.17

DFUV Dimensional US Marketwide Value ETF

-0.45%

-$176,712.54

BRK-B Berkshire Hathaway Inc.

-0.45%

-$20,477.86

VYM Vanguard High Dividend Yield ETF

-0.43%

-$8,822.47

BAC Bank of America Corporation

-0.36%

-$1,172.16

BITO ProShares Bitcoin ETF

-0.34%

-$879.93

AVLV Avantis U.S. Large Cap Value ETF

-0.32%

-$271,936.77

CSX CSX Corporation

-0.28%

-$798.84

DFLV Dimensional US Large Cap Value ETF

-0.23%

-$1,457.44

AVIV Avantis International Large Cap Value ETF

-0.2%

-$11,650.4

FBTC Fidelity Wise Origin Bitcoin Index Fund

-0.2%

-$504.35

CRF Cornerstone Total Return Fund, Inc.

-0.14%

-$217.07

DFIV Dimensional International Value ETF

-0.12%

-$92,968.47

ITA iShares U.S. Aerospace & Defense ETF

-0.07%

-$241.44

VTEB Vanguard Tax-Exempt Bond ETF

-0.06%

-$221.91

MUB iShares National Muni Bond ETF

-0.04%

-$208.28

Events

Dividends

Dividend Analysis

No Data

Trades 466	Longs Won 352/466 75%	Profit Factor 63.1
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.86M
Average Win $531,394.96	Best Trade (Jul 19) $22.45M	Sharpe Ratio -13.68
Average Loss -$26,001.38	Worst Trade (Jul 20) -$341,318.71	Z-Score 14.48 (100%)
Commissions $0	Avg. Trade Length 10m	Expectancy $395,036.2

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	38,462	34,615	30,769	26,923	23,077	19,231	15,385	11,538	7,692	3,846