Nate Raabe Portfolio
Invests via Rx3 Growth Partners
Invests via Rx3 Growth Partners
Automatically Tracked
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.
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.
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:
30.29%
Gain +0.69%
Monthly
1.22%
Yearly
15.65%
Drawdown
11.87%
$1.12B
Equity
Holdings
$1.12B
Investment
$964.97M
$172.18M
Profit +$5.35M
Realized
$19.57M
Unrealized
$152.6M
Dividends
$35.32M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.69%
Profit
$5.35M
Win %
71%
This Week
Compared To Last Week
Gain
0.48%
Profit
$5.35M
Win %
71%
This Month
Compared to last month
Gain
1.23%
Profit
$13.62M
Win %
71%
This Year
Compared to last year
Gain
-0.25%
Profit
-$2.78M
Win %
74%
TSLA Tesla, Inc.
+5.97%
+$16,616.82 
AMAT Applied Materials Inc.
+2.9%
+$3,701.88 
TXN Texas Instruments Inc.
+2.68%
+$51,926.25 
HUBB Hubbell Inc.
+2.53%
+$9,661.67 
AVGO Broadcom Inc.
+2.33%
+$9,570.01 
NVDA NVIDIA Corporation
+2.02%
+$36,751.42 
ITA iShares U.S. Aerospace & Defense ETF
+1.99%
+$6,242.77 
SPXL Direxion Daily S&P 500 Bull 3X ETF
+1.91%
+$20,544.03 
XMMO Invesco S&P MidCap Momentum ETF
+1.81%
+$4,603.94 
PM Philip Morris International Inc.
+1.64%
+$69,134.34 
IWP iShares Russell Mid-Cap Growth ETF
+1.22%
+$28,233.36 
QQQ Invesco QQQ Trust, Series 1
+1.05%
+$11,587.49 
QCOM QUALCOMM Incorporated
+1.04%
+$2,075.39 
QQQM Invesco NASDAQ 100 ETF
+1.01%
+$31,992.69 
MSFT Microsoft Corporation Common Stock
+0.96%
+$26,570.81 
AVDV Avantis International Small Cap Value ETF
+0.93%
+$559,767 
MGK Vanguard Mega Cap Growth ETF
+0.9%
+$7,148 
VUG Vanguard Morningstar Growth ETF
+0.89%
+$2,899.05 
JPM JPMorgan Chase & Co.
+0.87%
+$4,201.69 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.83%
+$4,533.28 
GBUG Sprott Active Gold & Silver Miners ETF
+0.78%
+$2,900.16 
CSX CSX Corporation
+0.78%
+$2,253.87 
DFUS Dimensional U.S. Equity Market ETF
+0.77%
+$565,034.24 
CAT Caterpillar Inc.
+0.75%
+$5,041.59 
IJR iShares Core S&P Small-Cap ETF
+0.74%
+$9,196.32 
AVUV Avantis U.S. Small Cap Value ETF
+0.73%
+$1.01M 
MGC Vanguard Morningstar Mega Cap ETF
+0.71%
+$1,449.78 
UNP Union Pacific Corp.
+0.69%
+$2,345.22 
DFAS Dimensional U.S. Small Cap ETF
+0.69%
+$436,539.78 
SCHB Schwab U.S. Broad Market ETF
+0.69%
+$2,020 
BRK-B Berkshire Hathaway Inc.
+0.68%
+$34,209.28 
DFSV Dimensional US Small Cap Value ETF
+0.67%
+$10,705.5 
SCHX Schwab U.S. Large-Cap ETF
+0.67%
+$1,381.2 
DFIS DFA International Small Company I
+0.65%
+$133,208.18 
VTI Vanguard Total Stock Market ETF
+0.65%
+$13,677.78 
IVV iShares Core S&P 500 ETF
+0.64%
+$28,964.2 
SPY State Street SPDR S&P 500 ETF Trust
+0.63%
+$9,926.43 
VOO Vanguard S&P 500 ETF
+0.62%
+$8,235.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.61%
+$298,548.25 
AVUS Avantis U.S. Equity ETF
+0.61%
+$5,805.55 
DFAT Dimensional U.S. Targeted Value ETF
+0.61%
+$89,373.48 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.58%
+$7,103.11 
AVIV Avantis International Large Cap Value ETF
+0.58%
+$31,106.52 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.57%
+$1,804.38 
SLYV State Street SPDR S&P 600 Small Cap Value ETF
+0.57%
+$2,190.79 
SCHF Schwab International Equity ETF
+0.54%
+$1,066.62 
DFAW Dimensional World Equity ETF
+0.53%
+$375,379.4 
VEA Vanguard FTSE Developed Markets ETF
+0.52%
+$2,885.02 
VB Vanguard Small-Cap ETF
+0.51%
+$2,961.8 
AVLV Avantis U.S. Large Cap Value ETF
+0.51%
+$488,971.08 
DFIV Dimensional International Value ETF
+0.5%
+$396,605.42 
DFUV Dimensional US Marketwide Value ETF
+0.5%
+$195,471.92 
VYM Vanguard High Dividend Yield ETF
+0.49%
+$10,228.8 
GLD SPDR Gold Shares
+0.48%
+$2,413.26 
LLY Eli Lilly and Company
+0.46%
+$1,915.53 
SCHV Schwab U.S. Large-Cap Value ETF
+0.45%
+$1,053.69 
VBR Vanguard Small-Cap Value ETF
+0.44%
+$3,346.23 
GLDM SPDR Gold MiniShares Trust
+0.44%
+$8,213.8 
WMT Walmart Inc.
+0.42%
+$6,054.95 
VT Vanguard Total World Stock ETF
+0.4%
+$27,406.3 
VTV Vanguard Morningstar Value ETF
+0.39%
+$831.72 
DFAR Dimensional US Real Estate ETF
+0.38%
+$1,597.52 
AMZN Amazon.com Inc
+0.37%
+$4,267.88 
DFGR Dimensional Global Real Estate ETF
+0.36%
+$65,988.3 
XOM ExxonMobil Holdings Corporation
+0.35%
+$2,205.87 
DFLV Dimensional US Large Cap Value ETF
+0.3%
+$2,087 
EMR Emerson Electric Co.
+0.27%
+$644.6 
VTEB Vanguard Tax-Exempt Bond ETF
+0.25%
+$887.64 
MUB iShares National Muni Bond ETF
+0.24%
+$1,275.47 
SPAB State Street SPDR Portfolio Aggregate Bond ETF
+0.22%
+$75,859.67 
PRIV State Street IG Public & Private Credit ETF
+0.19%
+$4,650.67 
AXP American Express Company
+0.18%
+$441.6 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
+0.18%
+$18,887.22 
BND Vanguard Total Bond Market ETF
+0.16%
+$2,238.93 
NEE NextEra Energy Inc.
+0.16%
+$611.92 
AVIG Avantis Core Fixed Income ETF
+0.15%
+$915.96 
META Meta Platforms Inc Class A
+0.12%
+$653.42 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.09%
+$189,263.04 
BIV Vanguard Intermediate-Term Bond ETF
+0.09%
+$482.11 
NUE Nucor Corporation
+0.08%
+$258.61 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.05%
+$7,939.99 
SPSB State Street SPDR Portfolio Short Term Corporate Bond ETF
+0.02%
+$422.34 
BOXX Alpha Architect 1-3 Month Box ETF
+0.01%
+$421.5 
FITB Fifth Third Bancorp
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CRF Cornerstone Total Return Fund, Inc.
-3.55%
-$4,284.7 
QS QuantumScape Corporation
-2.85%
-$2,576.34 
FBTC Fidelity Wise Origin Bitcoin Fund
-1.8%
-$6,915.15 
BITO ProShares Bitcoin Strategy ETF
-1.71%
-$5,659.15 
MDLZ Mondelēz International, Inc. Class A Common Stock
-1.28%
-$10,968.32 
DE Deere & Company
-1.28%
-$10,540.47 
V Visa Inc. Class A
-1.02%
-$7,313.3 
AAPL Apple Inc.
-0.97%
-$27,143.81 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-0.63%
-$3,707.36 
VWO Vanguard FTSE Emerging Markets ETF
-0.62%
-$2,291.53 
STCE Schwab Crypto Thematic Natural Language Processing ETF
-0.54%
-$1,806.57 
HD The Home Depot, Inc.
-0.53%
-$1,274.99 
GOOG Alphabet Inc
-0.52%
-$2,674.26 
DFAE Dimensional Emerging Core Equity Market ETF
-0.49%
-$126,425.7 
CVX Chevron Corporation
-0.39%
-$1,576.9 
GOOGL Alphabet Inc
-0.39%
-$3,126.22 
DUK Duke Energy Corporation
-0.34%
-$751.83 
SO The Southern Company
-0.24%
-$965.36 
ORCL Oracle Corporation
-0.21%
-$398.06 
DFEV Dimensional Emerging Markets Value ETF
-0.2%
-$1,404.88 
AXON Axon Enterprise, Inc.
-0.09%
-$641.88 Events
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Dividends
Dividend Analysis
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| Trades 556 | Longs Won 402/556 72% | Profit Factor 19.68 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.76M |
| Average Win $451,220.87 | Best Trade (Oct 21) $23.28M | Sharpe Ratio -12.72 |
| Average Loss -$59,841.93 | Worst Trade (Oct 14) -$6.69M | Z-Score 9.31 (100%) |
| Commissions $0 | Avg. Trade Length 11m 2w | Expectancy $309,667.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 18,519 | 16,667 | 14,815 | 12,963 | 11,111 | 9,259 | 7,407 | 5,556 | 3,704 | 1,852 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,007 | $1.98M | $2.76M | - | $772,881.03 | 38.95% | -0.975% |
| AMAT Applied Materials Inc. | 339 | $245,097 | $131,586.24 | - | -$113,510.76 | -46.31% | +2.895% |
| AMZN Amazon.com Inc | 4,639 | $983,400.56 | $1.15M | - | $171,339.32 | 17.42% | +0.371% |
| AVDV Avantis International Small Cap Value ETF | 574,120 | $38.78M | $60.81M | - | $22.03M | 56.81% | +0.929% |
| AVGO Broadcom Inc. | 1,276 | $430,180.64 | $420,033.68 | - | -$10,146.96 | -2.36% | +2.332% |
| AVIG Avantis Core Fixed Income ETF | 15,266 | $620,759.65 | $611,021.65 | - | -$9,738 | -1.57% | +0.15% |
| AVIV Avantis International Large Cap Value ETF | 68,037 | $3.53M | $5.42M | - | $1.88M | 53.37% | +0.578% |
| AVLV Avantis U.S. Large Cap Value ETF | 1.04M | $74.25M | $97.08M | - | $22.82M | 30.73% | +0.506% |
| AVUS Avantis U.S. Equity ETF | 7,443 | $687,689.19 | $958,956.12 | - | $271,266.93 | 39.45% | +0.609% |
| AVUV Avantis U.S. Small Cap Value ETF | 1.13M | $141.39M | $139.34M | - | -$2.05M | -1.45% | +0.733% |
| AXON Axon Enterprise, Inc. | 1,783 | $1.06M | $748,877.83 | - | -$311,041.12 | -29.35% | -0.086% |
| AXP American Express Company | 768 | $207,135.1 | $240,994.56 | - | $33,859.46 | 16.35% | +0.184% |
| BITO ProShares Bitcoin Strategy ETF | 30,590 | $455,373.76 | $325,630.55 | - | -$129,743.21 | -28.49% | -1.708% |
| BIV Vanguard Intermediate-Term Bond ETF | 7,417 | $572,987.4 | $548,820.91 | - | -$24,166.49 | -4.22% | +0.088% |
| BND Vanguard Total Bond Market ETF | 19,469 | $1.41M | $1.39M | - | -$23,908.95 | -1.69% | +0.162% |
| BOXX Alpha Architect 1-3 Month Box ETF | 42,150 | $4.79M | $5.01M | - | $215,435.37 | 4.5% | +0.008% |
| BRK-B Berkshire Hathaway Inc. | 9,296 | $4.48M | $5.07M | - | $594,837.98 | 13.28% | +0.679% |
| CAT Caterpillar Inc. | 978 | $369,840.33 | $676,927.59 | - | $307,087.26 | 83.03% | +0.75% |
| CRF Cornerstone Total Return Fund, Inc. | 20,901 | $177,751.28 | $116,523.07 | - | -$61,228.21 | -34.45% | -3.547% |
| CSX CSX Corporation | 5,706 | $207,317.94 | $292,061.61 | - | $84,743.67 | 40.88% | +0.778% |
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FAQ
Which stocks have generated the highest profits for Nate Raabe?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Portfolio Intermediate Term Corporate Bond ETF - $13.47M, Avantis U.S. Small Cap Equity ETF - $9.51M, State Street SPDR Portfolio S&P 500 ETF - $7.5M, Dimensional International Value ETF - $3.56M, and Avantis International Small Cap Value ETF - $2.7M. 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: Tesla, Inc - $112,001.85, State Street SPDR Nuveen ICE High Yield Municipal Bond ETF - $105,385.35, Equifax Inc - $100,406.01, iShares Bitcoin Trust ETF - $64,976.55, and Constellation Energy Corporation - $54,436.36. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nate Raabe's portfolio generate?
The portfolio generates substantial dividend income, with a total of $35.32M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $13.47M, Dimensional International Value ETF - $3.27M, Avantis International Small Cap Value ETF - $2.7M, State Street SPDR Portfolio Aggregate Bond ETF - $2.22M, and Avantis U.S. Large Cap Value ETF - $1.36M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nate Raabe's monthly returns?
Nate Raabe's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Nate Raabe's strategy be considered aggressive or moderate?
Nate Raabe's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nate Raabe's strategy?
Nate Raabe's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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