Nate Raabe Portfolio

Invests via Rx3 Growth Partners

Automatically Tracked

Tracking: 0 Updated: 14 hours ago

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:

14.16%

Gain -1.76%

Monthly

0.77%

Yearly

9.72%

Drawdown

11.74%

$995.4M

Equity

Holdings

$995.4M

Investment

$876.12M

$129.57M

Profit -$18.92M

Realized

$10.3M

Unrealized

$119.27M

Dividends

$23.59M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-1.76%

Profit

-$18.92M

Win %

77%

This Week

Compared To Last Week

Gain

-1.64%

Profit

-$16.58M

Win %

77%

This Month

Compared to last month

Gain

-1.64%

Profit

-$16.58M

Win %

77%

This Year

Compared to last year

Gain

5.6%

Profit

$53.88M

Win %

78%

Gainers
Losers

DUK Duke Energy Corporation

+1.99%

+$4,019.62

BRK-B Berkshire Hathaway Inc.

+1.98%

+$87,841.59

PM Philip Morris International Inc.

+1.93%

+$71,221.58

MDLZ Mondelez International, Inc.

+1.72%

+$14,044.8

CSX CSX Corporation

+1.64%

+$4,336.56

SO The Southern Company

+1.11%

+$4,561.41

V Visa Inc. Class A

+1.08%

+$6,428.68

WMT Walmart Inc.

+0.97%

+$14,014.02

DFAR Dimensional US Real Estate ETF

+0.85%

+$3,655.3

EFX Equifax Inc.

+0.69%

+$1,650.82

LLY Eli Lilly and Company

+0.69%

+$2,538.72

JPM JPMorgan Chase & Co.

+0.51%

+$2,428.22

FITB Fifth Third Bancorp

+0.41%

+$922.74

HD The Home Depot, Inc.

+0.25%

+$606.76

DFGR Dimensional Global Real Estate ETF

+0.24%

+$43,435.91

BOXX Alpha Architect 1-3 Month Boxx Fund

+0.03%

+$1,039.65

QS QuantumScape Corp

-15.53%

-$29,594.49

STCE Schwab Crypto Thematic ETF

-9.98%

-$46,971.36

ORCL Oracle Corporation

-9.7%

-$35,793.73

GBUG Sprott Active Gold & Silver Fund

-9.65%

-$32,544.3

AVGO Broadcom Inc.

-7.92%

-$41,761.03

SPXL Direxion Daily S&P 500 Bull 3X Shares

-7.88%

-$181,396

TXN Texas Instruments Inc

-6.79%

-$140,404.29

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

-6.69%

-$38,879.62

TSLA Tesla, Inc.

-6.56%

-$18,967.95

DFAE Dimensional Emerging Core Equity Market ETF

-6.36%

-$1.75M

NVDA NVIDIA Corporation

-6.2%

-$123,467.6

DFEM Dimensional Emerging Markets Core Equity 2 ETF

-6.09%

-$39,597.76

DFEV Dimensional Emerging Markets Value ETF

-5.85%

-$43,710.81

META Meta Platforms Inc Class A

-5.51%

-$32,392.09

AXON Axon Enterprise, Inc.

-5.28%

-$52,345.64

FBTC Fidelity Wise Origin Bitcoin Index Fund

-5.08%

-$12,883.85

BITO ProShares Bitcoin ETF

-5.03%

-$12,758.99

QQQ Invesco QQQ Trust

-4.8%

-$57,093.3

QQQM Invesco NASDAQ 100 ETF

-4.76%

-$151,414.56

XMMO Invesco S&P MidCap Momentum ETF

-4.16%

-$13,951.56

CAT Caterpillar Inc.

-3.83%

-$37,455.96

VWO Vanguard FTSE Emerging Markets ETF

-3.8%

-$16,325.41

MGK Vanguard Mega Cap Growth ETF

-3.75%

-$29,667

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

-3.7%

-$22,190.49

CEG Constellation Energy Corporation

-3.69%

-$7,261.44

VUG Vanguard Growth ETF

-3.63%

-$11,780.64

GLD SPDR Gold Shares

-3.63%

-$20,930.94

AVDV Avantis International Small Cap Value ETF

-3.1%

-$1.92M

VT Vanguard Total World Stock ETF

-3.09%

-$295,298.5

AMZN Amazon.com Inc

-3.06%

-$35,300.24

NUE Nucor Corporation

-3.03%

-$10,266.42

IWP iShares Russell Mid-Cap Growth ETF

-2.79%

-$73,056.9

DFUS Dimensional U.S. Equity Market ETF

-2.77%

-$1.91M

EMR Emerson Electric Co.

-2.76%

-$6,079.82

SCHX Schwab U.S. Large-Cap ETF

-2.7%

-$12,388.15

MSFT Microsoft Corp.

-2.66%

-$60,439.18

VTI VANGUARD TOTAL STOCK MKT ETF

-2.66%

-$41,247.36

DFIS Dimensional International Small Cap ETF

-2.65%

-$514,449.2

IVV iShares Core S&P 500 ETF

-2.62%

-$123,913.85

ESGD iShares ESG Aware MSCI EAFE ETF

-2.62%

-$8,461.92

VOO Vanguard S&P 500 ETF

-2.6%

-$34,372.78

SPY SPDR S&P 500 ETF Trust

-2.6%

-$41,111.52

SPYM State Street SPDR Portfolio S&P 500 ETF

-2.58%

-$1.25M

DFAW Dimensional World Equity ETF

-2.51%

-$1.69M

AVUS Avantis U.S. Equity ETF

-2.46%

-$23,908.56

AVIV Avantis International Large Cap Value ETF

-2.43%

-$141,261.1

VB Vanguard Small-Cap ETF

-2.4%

-$14,236.72

DFIV Dimensional International Value ETF

-2.27%

-$1.69M

VO Vanguard Mid-Cap ETF

-2.08%

-$24,756.08

DFAS Dimensional U.S. Small Cap ETF

-2.02%

-$1.2M

DFUV Dimensional US Marketwide Value ETF

-1.97%

-$759,866.97

SCHV Schwab U.S. Large-Cap Value ETF

-1.96%

-$4,554.66

IJR iShares Core S&P Small-Cap ETF

-1.82%

-$24,486.4

AVLV Avantis U.S. Large Cap Value ETF

-1.76%

-$1.51M

DFLV Dimensional US Large Cap Value ETF

-1.76%

-$11,335.8

AVSC Avantis U.S. Small Cap Equity ETF

-1.75%

-$1.32M

HUBB Hubbell Inc.

-1.75%

-$7,219

SLYV SPDR S&P 600 Small Cap Value ETF

-1.68%

-$6,822.74

DFSV Dimensional US Small Cap Value ETF

-1.4%

-$22,059.12

VYM Vanguard High Dividend Yield ETF

-1.36%

-$28,001.34

XOM Exxon Mobil Corporation

-1.3%

-$6,771.6

AAPL Apple Inc.

-1.25%

-$31,839.65

DFAT Dimensional US Targeted Value ETF

-1.09%

-$159,089.64

VBR VANGUARD SMALL-CAP VALUE ETF

-1.05%

-$7,540

GOOGL Alphabet Inc

-0.98%

-$8,988.96

GOOG Alphabet Inc

-0.95%

-$5,770.44

ITA iShares U.S. Aerospace & Defense ETF

-0.91%

-$3,183.99

CRF Cornerstone Total Return Fund, Inc.

-0.62%

-$976.82

AXP American Express Company

-0.6%

-$1,443.84

VCIT Vanguard Intermediate-Term Corporate Bond Fund

-0.56%

-$58,889.2

PRIV SPDR SSGA Investment Grade Public & Private Credit ETF

-0.54%

-$9,229.54

CVX Chevron Corporation

-0.53%

-$1,819

NEE-PN NextEra Energy, Inc. Series N J

-0.52%

-$564.84

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

-0.52%

-$2,966.8

AVIG Avantis Core Fixed Income ETF

-0.48%

-$3,094

SPAB SPDR Portfolio Aggregate Bond ETF

-0.45%

-$163,315.76

BND Vanguard Total Bond Market Index Fund

-0.45%

-$3,867.27

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

-0.42%

-$818,003.48

VCSH Vanguard Short-Term Corporate Bond ETF

-0.29%

-$51,049.65

MUB iShares National Muni Bond ETF

-0.21%

-$1,197.61

SPSB SPDR Portfolio Short Term Corporate Bond ETF

-0.2%

-$5,072.1

VTEB Vanguard Tax-Exempt Bond ETF

-0.18%

-$665.73

SPTS SPDR Portfolio Short Term Treasury ETF

-0.15%

-$1,146.6

BAC Bank of America Corporation

-0.13%

-$372.96

Events

Dividends

Dividend Analysis

No Data

Trades 466	Longs Won 347/466 74%	Profit Factor 5.33
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.92M
Average Win $459,610.03	Best Trade (May 26) $22.97M	Sharpe Ratio -15.36
Average Loss -$251,367.26	Worst Trade (May 19) -$16.25M	Z-Score 11.99 (100%)
Commissions $0	Avg. Trade Length 8m 4w	Expectancy $278,051.45

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	3,953	3,557	3,162	2,767	2,372	1,976	1,581	1,186	791	395