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:
33.88%
Gain -0.19%
Monthly
1.45%
Yearly
18.84%
Drawdown
11.87%
$1.14B
Equity
Holdings
$1.14B
Investment
$964.97M
$192.52M
Profit -$1.79M
Realized
$19.57M
Unrealized
$172.95M
Dividends
$32.35M
Goals
Avg. 65.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.19%
Profit
-$1.79M
Win %
74%
This Week
Compared To Last Week
Gain
-0.75%
Profit
-$8.64M
Win %
74%
This Month
Compared to last month
Gain
0.18%
Profit
$2.01M
Win %
74%
This Year
Compared to last year
Gain
1.57%
Profit
$17.57M
Win %
76%
TSLA Tesla, Inc.
+3.54%
+$9,383.67 
QS QuantumScape Corp
+3.38%
+$4,144.56 
AMAT Applied Materials, Inc.
+3.35%
+$5,159.58 
QCOM QUALCOMM Incorporated
+3.1%
+$5,926.43 
AVGO Broadcom Inc.
+2.65%
+$12,090.11 
ORCL Oracle Corporation
+2.17%
+$5,281.95 
STCE Schwab Crypto Thematic ETF
+1.79%
+$8,279.44 
PM Philip Morris International Inc.
+1.77%
+$68,288.66 
CAT Caterpillar Inc.
+1.61%
+$12,811.8 
XMMO Invesco S&P MidCap Momentum ETF
+1.43%
+$4,142.6 
SO The Southern Company
+0.82%
+$3,159.36 
NEE NextEra Energy, Inc.
+0.79%
+$3,106.62 
CVX Chevron Corporation
+0.73%
+$2,622.4 
DUK Duke Energy Corporation
+0.73%
+$1,556.72 
HUBB Hubbell Inc.
+0.73%
+$2,854.2 
AXP American Express Company
+0.43%
+$1,075.2 
DFAR Dimensional US Real Estate ETF
+0.41%
+$1,765.68 
IWP iShares Russell Mid-Cap Growth ETF
+0.34%
+$8,191.16 
DFAE Dimensional Emerging Core Equity Market ETF
+0.33%
+$94,819.27 
XOM Exxon Mobil Corporation
+0.24%
+$1,299.6 
GOOGL Alphabet Inc
+0.21%
+$1,775.74 
META Meta Platforms Inc Class A
+0.21%
+$1,139.05 
GOOG Alphabet Inc
+0.2%
+$1,079.37 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.2%
+$1,262.08 
MDLZ Mondelez International, Inc.
+0.18%
+$1,471.36 
DFGR Dimensional Global Real Estate ETF
+0.17%
+$32,994.15 
UNP Union Pacific Corporation
+0.16%
+$545.67 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$1,662.05 
QQQM Invesco NASDAQ 100 ETF
+0.13%
+$4,131.75 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.01%
+$552.16 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HD The Home Depot, Inc.
-1.92%
-$4,627.49 
AXON Axon Enterprise, Inc.
-1.89%
-$17,402.61 
NVDA NVIDIA Corporation
-1.89%
-$37,570.12 
LLY Eli Lilly and Company
-1.8%
-$6,792.88 
BITO ProShares Bitcoin ETF
-1.72%
-$5,659.15 
V Visa Inc. Class A
-1.72%
-$11,347.9 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-1.61%
-$6,098.4 
DE Deere & Company
-1.58%
-$13,913.93 
NUE Nucor Corporation
-1.54%
-$5,197.87 
MSFT Microsoft Corp.
-1.4%
-$37,051.05 
AAPL Apple Inc.
-1.19%
-$30,506.67 
GLD SPDR Gold Shares
-1.11%
-$6,233.07 
CRF Cornerstone Total Return Fund, Inc.
-1.08%
-$1,463.07 
WMT Walmart Inc.
-1.08%
-$13,908.4 
GLDM SPDR Gold MiniShares Trust
-1.08%
-$22,177.26 
SPXL Direxion Daily S&P 500 Bull 3X Shares
-1.04%
-$11,764.53 
JPM JPMorgan Chase & Co.
-0.9%
-$4,736.05 
AVUV Avantis U.S. Small Cap Value ETF
-0.9%
-$1.29M 
DFAT Dimensional US Targeted Value ETF
-0.9%
-$137,252.13 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.8%
-$3,221.75 
DFSV Dimensional US Small Cap Value ETF
-0.78%
-$12,970.12 
AVLV Avantis U.S. Large Cap Value ETF
-0.75%
-$738,658.44 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.69%
-$5,388.53 
AMZN Amazon.com Inc
-0.62%
-$7,468.84 
AVUS Avantis U.S. Equity ETF
-0.61%
-$5,954.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.6%
-$3,360.88 
AVIV Avantis International Large Cap Value ETF
-0.55%
-$31,168.43 
AVDV Avantis International Small Cap Value ETF
-0.53%
-$343,725.64 
DFAW Dimensional World Equity ETF
-0.52%
-$379,645.08 
VTV Vanguard Value ETF
-0.51%
-$1,108.96 
EMR Emerson Electric Co.
-0.5%
-$1,128.06 
TXN Texas Instruments Inc
-0.49%
-$8,648.7 
DFUV Dimensional US Marketwide Value ETF
-0.46%
-$185,000.21 
IJR iShares Core S&P Small-Cap ETF
-0.45%
-$5,950.56 
DFLV Dimensional US Large Cap Value ETF
-0.44%
-$3,088.76 
DFAS Dimensional U.S. Small Cap ETF
-0.41%
-$274,858.38 
SCHX Schwab U.S. Large-Cap ETF
-0.36%
-$760.35 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.35%
-$173,700.8 
DFUS Dimensional U.S. Equity Market ETF
-0.34%
-$256,031.14 
IVV iShares Core S&P 500 ETF
-0.34%
-$15,825.68 
VOO Vanguard S&P 500 ETF
-0.34%
-$4,568.98 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$5,410.6 
ITA iShares U.S. Aerospace & Defense ETF
-0.34%
-$1,178.76 
VB Vanguard Small-Cap ETF
-0.33%
-$1,987.94 
MGC Vanguard Mega Cap ETF
-0.32%
-$672.52 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$6,782.46 
SCHB Schwab U.S. Broad Market ETF
-0.3%
-$909 
DFIV Dimensional International Value ETF
-0.28%
-$233,714.74 
DFEV Dimensional Emerging Markets Value ETF
-0.27%
-$2,107.32 
FITB Fifth Third Bancorp
-0.27%
-$662.7 
VYM Vanguard High Dividend Yield ETF
-0.27%
-$5,689.77 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.27%
-$902.19 
VT Vanguard Total World Stock ETF
-0.25%
-$17,902.22 
DFIS Dimensional International Small Cap ETF
-0.21%
-$46,333.28 
VUG Vanguard Growth ETF
-0.2%
-$677.7 
CSX CSX Corporation
-0.2%
-$570.6 
VO Vanguard Mid-Cap ETF
-0.2%
-$2,493.64 
MGK Vanguard Mega Cap Growth ETF
-0.19%
-$1,563.62 
BRK-B Berkshire Hathaway Inc.
-0.18%
-$8,691.76 
SCHV Schwab U.S. Large-Cap Value ETF
-0.14%
-$339.9 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.12%
-$681.19 
VWO Vanguard FTSE Emerging Markets ETF
-0.11%
-$451.85 
AVIG Avantis Core Fixed Income ETF
-0.11%
-$686.97 
GBUG Sprott Active Gold & Silver Fund
-0.1%
-$468.56 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.1%
-$2,551.7 
SCHF Schwab International Equity ETF
-0.09%
-$182.43 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.07%
-$407.94 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$778.76 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.06%
-$5,817.42 
MUB iShares National Muni Bond ETF
-0.05%
-$261.34 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.05%
-$94,631.52 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$3,641.81 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.02%
-$7,102.97 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
-0.02%
-$422.34 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$36.98 Events
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Dividends
Dividend Analysis
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| Trades 556 | Longs Won 413/556 74% | Profit Factor 41.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.92M |
| Average Win $477,811.44 | Best Trade (Sep 03) $26.25M | Sharpe Ratio -12.57 |
| Average Loss -$33,652.34 | Worst Trade (Sep 03) -$522,320.51 | Z-Score 11.23 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 2d | Expectancy $346,265.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,007 | $1.98M | $2.53M | - | $547,243.77 | 27.58% | -1.191% |
| AMAT Applied Materials, Inc. | 339 | $245,097 | $159,306.27 | - | -$85,790.73 | -35% | +3.347% |
| AMZN Amazon.com Inc | 4,639 | $983,400.56 | $1.19M | - | $208,358.54 | 21.19% | -0.623% |
| AVDV Avantis International Small Cap Value ETF | 574,120 | $38.78M | $64.65M | - | $25.87M | 66.71% | -0.529% |
| AVGO Broadcom Inc. | 1,276 | $430,180.64 | $468,770.5 | - | $38,589.86 | 8.97% | +2.647% |
| AVIG Avantis Core Fixed Income ETF | 15,266 | $620,759.65 | $617,891.35 | - | -$2,868.3 | -0.46% | -0.111% |
| AVIV Avantis International Large Cap Value ETF | 68,037 | $3.53M | $5.66M | - | $2.13M | 60.28% | -0.548% |
| AVLV Avantis U.S. Large Cap Value ETF | 1.04M | $74.25M | $97.75M | - | $23.5M | 31.65% | -0.75% |
| AVUS Avantis U.S. Equity ETF | 7,443 | $687,689.19 | $971,237.07 | - | $283,547.88 | 41.23% | -0.609% |
| AVUV Avantis U.S. Small Cap Value ETF | 1.13M | $141.39M | $142.55M | - | $1.17M | 0.83% | -0.898% |
| AXON Axon Enterprise, Inc. | 1,783 | $1.06M | $902,037 | - | -$157,881.95 | -14.9% | -1.893% |
| AXP American Express Company | 768 | $207,135.1 | $251,566.08 | - | $44,430.98 | 21.45% | +0.429% |
| BITO ProShares Bitcoin ETF | 30,590 | $455,373.76 | $322,877.45 | - | -$132,496.31 | -29.1% | -1.723% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 7,417 | $572,987.4 | $555,422.04 | - | -$17,565.36 | -3.07% | -0.073% |
| BND Vanguard Total Bond Market Index Fund | 19,469 | $1.41M | $1.4M | - | -$12,324.89 | -0.87% | -0.056% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 42,150 | $4.79M | $4.98M | - | $189,011.53 | 3.95% | +0.011% |
| BRK-B Berkshire Hathaway Inc. | 9,296 | $4.48M | $4.7M | - | $215,793.58 | 4.82% | -0.185% |
| CAT Caterpillar Inc. | 978 | $369,840.33 | $808,845.12 | - | $439,004.79 | 118.7% | +1.609% |
| CRF Cornerstone Total Return Fund, Inc. | 20,901 | $177,751.28 | $133,557.39 | - | -$44,193.89 | -24.86% | -1.084% |
| CSX CSX Corporation | 5,706 | $207,317.94 | $281,334.33 | - | $74,016.39 | 35.7% | -0.202% |
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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 - $12.65M, Avantis U.S. Small Cap Equity ETF - $9.51M, State Street SPDR Portfolio S&P 500 ETF - $7.37M, Dimensional International Value ETF - $3.16M, 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, SPDR Nuveen ICE High Yield Municipal Bond ETF - $105,385.35, Equifax Inc - $100,406.01, iShares Bitcoin Trust - $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 $32.35M earned over time. The largest contributors to dividend income include SPDR Portfolio Intermediate Term Corporate Bond ETF - $12.65M, Dimensional International Value ETF - $2.87M, Avantis International Small Cap Value ETF - $2.7M, SPDR Portfolio Aggregate Bond ETF - $2.09M, 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.
