Nathan C. Goodman Portfolio
Invests via Family Investment Center Inc. | Managed by Richard C. Salmen, Taren R. McMurray, Nathan C. Goodman, Dan Danford
Invests via Family Investment Center Inc.
Managed by Richard C. Salmen, Taren R. McMurray, Nathan C. Goodman, Dan Danford
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Nathan C. Goodman Profile
Nathan C. Goodman possesses a robust track record in entrepreneurial ventures and investment leadership within the technology sector. With extensive experience founding and scaling innovative startups, he has effectively driven growth through strategic market insights and operational excellence. His role as an advisor to emerging tech companies highlights his ability to identify disruptive trends that reshape industries. Furthermore, Nathan's commitment to fostering entrepreneurial ecosystems has positioned him as a notable figure among investors seeking high-potential opportunities in transformative technologies.
Nathan C. Goodman possesses a robust track record in entrepreneurial ventures and investment leadership within the technology sector. With extensive experience founding and scaling innovative startups, he has effectively driven growth through strategic market insights and operational excellence. His role as an advisor to emerging tech companies highlights his ability to identify disruptive trends that reshape industries. Furthermore, Nathan's commitment to fostering entrepreneurial ecosystems has positioned him as a notable figure among investors seeking high-potential opportunities in transformative technologies.
Investment Philosophy & Strategy
Operating in the fast-evolving technology landscape, Nathan C. Goodman excels at harnessing emerging trends to inform his investment decisions. Drawing from a wealth of experience as an entrepreneur, he identifies opportunities that drive sustainable growth within innovative firms. His strategy emphasizes not just capital allocation but also mentorship and guidance for startups navigating competitive markets. This dual focus enables him to foster a culture of operational improvement and scalability among portfolio companies, ensuring they are well-positioned for future expansion.
Operating in the fast-evolving technology landscape, Nathan C. Goodman excels at harnessing emerging trends to inform his investment decisions. Drawing from a wealth of experience as an entrepreneur, he identifies opportunities that drive sustainable growth within innovative firms. His strategy emphasizes not just capital allocation but also mentorship and guidance for startups navigating competitive markets. This dual focus enables him to foster a culture of operational improvement and scalability among portfolio companies, ensuring they are well-positioned for future expansion.
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:
61.76%
Gain -1.46%
Monthly
1.21%
Yearly
15.49%
Drawdown
18.23%
$594.35M
Equity
Holdings
$594.35M
Investment
$499.6M
$118.79M
Profit -$4.12M
Realized
$24.04M
Unrealized
$94.75M
Dividends
$37.31M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.46%
Profit
-$4.12M
Win %
70%
This Week
Compared To Last Week
Gain
-0.7%
Profit
-$4.18M
Win %
70%
This Month
Compared to last month
Gain
-0.24%
Profit
-$1.44M
Win %
70%
This Year
Compared to last year
Gain
-1.33%
Profit
-$7.98M
Win %
71%
AMZN Amazon.com Inc
+15.32%
+$148,144.44 
GOOG Alphabet Inc
+6.88%
+$52,394.57 
GOOGL Alphabet Inc
+6.73%
+$26,986.47 
AMKR Amkor Technology Inc.
+3.34%
+$4,747.89 
META Meta Platforms Inc Class A
+3.28%
+$9,918.47 
MSFT Microsoft Corp.
+3.02%
+$12,707.45 
LITE Lumentum Holdings Inc.
+2.99%
+$7,783.2 
NVDA NVIDIA Corporation
+2.93%
+$39,530.38 
CVX Chevron Corporation
+2.35%
+$8,954.12 
MRVL Marvell Technology, Inc.
+2.32%
+$8,106.78 
ORLY O'Reilly Automotive Inc.
+2.28%
+$7,910.25 
GLW Corning Incorporated
+2.24%
+$7,393.2 
WDC Western Digital Corporation
+2.21%
+$23,788.9 
JBL Jabil Inc.
+2.12%
+$7,803.35 
JCI Johnson Controls International plc
+1.93%
+$7,722.84 
HUBS HubSpot, Inc.
+1.83%
+$5,491.13 
ONEQ Fidelity Nasdaq Composite Index Fund
+1.25%
+$2,646.96 
VUG Vanguard Growth ETF
+1.1%
+$2,262.69 
ILCG iShares Morningstar Growth ETF
+1.01%
+$2,685.76 
BKR Baker Hughes Company
+0.98%
+$4,253.31 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$1,906.79 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$1,803.43 
GEV GE Vernova Inc.
+0.85%
+$8,875.08 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$6,724.77 
TSLA Tesla, Inc.
+0.76%
+$1,887.98 
MPC Marathon Petroleum Corporation
+0.76%
+$3,324.51 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,036.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$10,620.9 
VOO Vanguard S&P 500 ETF
+0.71%
+$32,785.83 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$6,666.25 
PLTR Palantir Technologies Inc.
+0.65%
+$3,223.99 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,837.04 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,054.28 
EXPE Expedia Group, Inc.
+0.62%
+$2,228.11 
TER Teradyne, Inc.
+0.6%
+$1,386.01 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,729.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$4,809.26 
NSC Norfolk Southern Corporation
+0.46%
+$10,090.63 
VLO Valero Energy Corporation
+0.38%
+$1,646.96 
TPYP Tortoise North American Pipeline Fund
+0.37%
+$962.88 
AVGO Broadcom Inc.
+0.37%
+$2,257.92 
PG Procter & Gamble Co
+0.37%
+$1,065.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,823.48 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$788.69 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$135,365.19 
JPM JPMorgan Chase & Co.
+0.27%
+$978.54 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$4,590.3 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.23%
+$114,085.47 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$31,643.89 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$13,452.12 
DELL Dell Technologies Inc.
+0.14%
+$391.44 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$228.25 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$507.42 
WMT Walmart Inc.
+0.09%
+$502.21 
DFEV Dimensional Emerging Markets Value ETF
+0.08%
+$18,122.82 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$5,411.32 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$62.92 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
CTVA Corteva Inc.
-11.9%
-$37,130.59 
AAPL Apple Inc.
-7.35%
-$220,777.99 
MU Micron Technology, Inc.
-5.9%
-$89,784.47 
SNDK SanDisk Corporation
-5.09%
-$17,910.75 
SPOT Spotify Technology S.A.
-4.34%
-$15,483.6 
INCY Incyte Corporation
-2.82%
-$18,040.53 
BA Boeing Company
-2.15%
-$7,977.74 
NEM Newmont Corporation
-2.14%
-$8,062.65 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$4,805.92 
AMD Advanced Micro Devices, Inc.
-1.9%
-$21,076.49 
IRM Iron Mountain Inc.
-1.86%
-$6,331.28 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$3,492.72 
IAUM iShares Gold Trust Micro
-1.46%
-$6,482.4 
MNST Monster Beverage Corporation
-1.3%
-$4,171.95 
F Ford Motor Company
-1.21%
-$4,298.94 
FLJH Franklin FTSE Japan Hedged ETF
-1.21%
-$17,265.42 
DE Deere & Company
-1.13%
-$2,454.8 
DLTR Dollar Tree, Inc.
-1.06%
-$3,278.98 
XOM Exxon Mobil Corporation
-0.97%
-$15,114.87 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.83%
-$28,952.75 
GILD Gilead Sciences Inc.
-0.81%
-$4,434.04 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$1,896.85 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$1,570.79 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$1,411.21 
VPU Vanguard Utilities ETF
-0.71%
-$1,392.64 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$10,402.05 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$132,536.57 
SCHF Schwab International Equity ETF
-0.58%
-$2,976.96 
LLY Eli Lilly and Company
-0.53%
-$3,193.73 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$74,170.82 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$1,330.13 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$214,124.4 
AVDE Avantis International Equity ETF
-0.46%
-$215,175.66 
PEP PepsiCo, Inc.
-0.46%
-$1,190.4 
HD The Home Depot, Inc.
-0.42%
-$2,150.36 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$4,109.72 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$3,742.18 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$60,141.61 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$15,731.8 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$12,990.78 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$10,201.75 
COST Costco Wholesale Corporation
-0.24%
-$1,313.26 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,033.9 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$22,090.8 
VB Vanguard Small-Cap ETF
-0.22%
-$15,580.15 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$540.9 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$5,830.2 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.2%
-$1,142.4 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$155,807.1 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$1,193.28 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$119,618.8 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$482.72 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$325.44 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$22,486.75 
MUB iShares National Muni Bond ETF
-0.11%
-$326.76 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$1,630.64 
TIP iShares TIPS Bond ETF
-0.1%
-$246.18 
VO Vanguard Mid-Cap ETF
-0.05%
-$4,144.72 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.04%
-$1,023.52 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$382.67 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.02%
-$46.44 
IGE iShares North American Natural Resources ETF
-0.02%
-$181.41 Events
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Dividends
Dividend Analysis
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| Trades 1075 | Longs Won 765/1075 71% | Profit Factor 8.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $659,923.03 |
| Average Win $175,547.97 | Best Trade (Aug 17) $13.01M | Sharpe Ratio -9.72 |
| Average Loss -$50,026.39 | Worst Trade (Mar 31) -$1.56M | Z-Score 1.21 (77.43%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $110,498.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,004 | $1.57M | $2.78M | - | $1.21M | 76.91% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 40,807 | $3.98M | $3.97M | - | -$6,455.56 | -0.16% | -0.256% |
| AMD Advanced Micro Devices, Inc. | 2,281 | $1.33M | $1.09M | - | -$238,957.87 | -18.03% | -1.904% |
| AMKR Amkor Technology Inc. | 2,949 | $254,292 | $147,066.63 | - | -$107,225.37 | -42.17% | +3.336% |
| AMZN Amazon.com Inc | 4,106 | $966,775.73 | $1.12M | - | $148,331.71 | 15.34% | +15.321% |
| APP AppLovin Corporation Class A Common Stock | 603 | $310,684 | $238,727.69 | - | -$71,956.31 | -23.16% | -1.973% |
| AVDE Avantis International Equity ETF | 512,323 | $39.14M | $46.73M | - | $7.59M | 19.39% | -0.458% |
| AVEM Avantis Emerging Markets Equity ETF | 5,638 | $332,205.08 | $504,657.38 | - | $172,452.3 | 51.91% | +0.101% |
| AVGO Broadcom Inc. | 1,568 | $592,312 | $610,391.04 | - | $18,079.04 | 3.05% | +0.371% |
| AVMV Avantis U.S. Mid Cap Value ETF | 172,975 | $12.91M | $14.07M | - | $1.17M | 9.04% | -0.16% |
| AVUV Avantis U.S. Small Cap Value ETF | 135,283 | $12.53M | $16.95M | - | $4.42M | 35.27% | +0.032% |
| BA Boeing Company | 1,676 | $363,893.38 | $362,250.64 | - | -$1,642.74 | -0.45% | -2.155% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 1.04M | $79.69M | $78.46M | - | -$1.22M | -1.53% | -0.198% |
| BKR Baker Hughes Company | 7,209 | $400,100 | $436,072.41 | - | $35,972.41 | 8.99% | +0.985% |
| BRK-B Berkshire Hathaway Inc. | 1,518 | $645,253.84 | $776,517.72 | - | $131,263.88 | 20.34% | +0.365% |
| COST Costco Wholesale Corporation | 576 | $538,831 | $548,288.65 | - | $9,457.65 | 1.76% | -0.239% |
| CTVA Corteva Inc. | 3,493 | $295,822 | $274,934.03 | - | -$20,887.97 | -7.06% | -11.898% |
| CVX Chevron Corporation | 1,981 | $347,846.21 | $389,920.23 | - | $42,074.02 | 12.1% | +2.35% |
| DE Deere & Company | 361 | $203,351 | $213,953.86 | - | $10,602.86 | 5.21% | -1.134% |
| DELL Dell Technologies Inc. | 699 | $301,591 | $283,353.63 | - | -$18,237.37 | -6.05% | +0.138% |
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FAQ
Which stocks have generated the highest profits for Nathan C. Goodman?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $7.84M, PIMCO Multisector Bond Active ETF - $5.92M, Invesco S&P 500 Momentum ETF - $5.73M, Avantis International Equity ETF - $5.4M, and JPMorgan International Research Enhanced Equity ETF - $5.18M. 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: Franklin FTSE India ETF - $1.09M, Invesco S&P MidCap Quality ETF - $1.05M, Vanguard Long-Term Bond ETF - $962,925.42, iMGP DBi Managed Futures Strategy ETF - $682,262.08, and iShares Commodity Curve Carry Strategy ETF - $444,656.64. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathan C. Goodman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $37.31M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $5.92M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $4.57M, FolioBeyond Alternative Income and Interest Rate Hedge ETF - $2.78M, Avantis International Equity ETF - $2.29M, and JPMorgan International Research Enhanced Equity ETF - $2.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathan C. Goodman's monthly returns?
Nathan C. Goodman's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nathan C. Goodman's strategy be considered aggressive or moderate?
Nathan C. Goodman'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 Nathan C. Goodman's strategy?
Nathan C. Goodman'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.
