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:
55%
Gain -0.49%
Monthly
1.22%
Yearly
15.64%
Drawdown
18.17%
$558.11M
Equity
Holdings
$558.11M
Investment
$463.74M
$115.22M
Profit -$2.61M
Realized
$20.85M
Unrealized
$94.37M
Dividends
$35.28M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$2.61M
Win %
77%
This Week
Compared To Last Week
Gain
-0.87%
Profit
-$4.91M
Win %
77%
This Month
Compared to last month
Gain
-2.23%
Profit
-$12.72M
Win %
77%
This Year
Compared to last year
Gain
7.41%
Profit
$38.51M
Win %
77%
RTX RTX Corporation
+7.33%
+$18,906.72 
COP ConocoPhillips
+1.19%
+$2,710.02 
DE Deere & Company
+0.44%
+$971.08 
WDC Western Digital Corporation
+0.29%
+$1,695.22 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$31.86 
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0 
AVDE Avantis International Equity ETF
0%
$0 
AVEM Avantis Emerging Markets Equity ETF
0%
$0 
AVMV Avantis U.S. Mid Cap Value ETF
0%
$0 
AVUV Avantis U.S. Small Cap Value ETF
0%
$0 
BA Boeing Company
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
CVX Chevron Corporation
0%
$0 
DFAS Dimensional U.S. Small Cap ETF
0%
$0 
DFEV Dimensional Emerging Markets Value ETF
0%
$0 
DFUS Dimensional U.S. Equity Market ETF
0%
$0 
F Ford Motor Company
0%
$0 
FLIN Franklin FTSE India ETF
0%
$0 
FLJH Franklin FTSE Japan Hedged ETF
0%
$0 
GE General Electric Company
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
GILD Gilead Sciences Inc.
0%
$0 
GLTR abrdn Physical Precious Metals Basket Shares ETF
0%
-$0.01 
GOOG Alphabet Inc
0%
$0 
HUBS HubSpot, Inc.
0%
+$0.03 
IAGG iShares International Aggregate Bond Fund
0%
$0 
IAUM iShares Gold Trust Micro
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IGE iShares North American Natural Resources ETF
0%
$0 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
0%
$0 
ILCG iShares Morningstar Growth ETF
0%
$0 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
0%
$0 
JIRE JPMorgan International Research Enhanced Equity ETF
0%
$0 
JMUB JPMorgan Municipal Bond ETF
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
0%
$0 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
0%
$0 
MSFT Microsoft Corp.
0%
$0 
MU Micron Technology, Inc.
0%
$0 
MUB iShares National Muni Bond ETF
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
+$0.02 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
+$0.04 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
0%
$0 
SPEM SPDR Portfolio Emerging Markets ETF
0%
$0 
SPHQ Invesco S&P 500 Quality ETF
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
0%
-$2.52 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
$0 
TIP iShares TIPS Bond ETF
0%
$0 
TPYP Tortoise North American Pipeline Fund
0%
$0 
TSLA Tesla, Inc.
0%
$0 
VBR VANGUARD SMALL-CAP VALUE ETF
0%
-$0.02 
VDC VANGUARD CONSUMER STAPLES ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.69 
VIGI Vanguard International Dividend Appreciation Index Fund
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOE Vanguard Mid-Cap Value ETF
0%
$0 
VPU Vanguard Utilities ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
+$0.43 
WMT Walmart Inc.
0%
$0 
XLP Consumer Staples Select Sector SPDR Fund
0%
$0 
XLU Utilities Select Sector SPDR Fund
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
XMMO Invesco S&P MidCap Momentum ETF
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
XSMO Invesco S&P SmallCap Momentum ETF
0%
$0 
GOOGL Alphabet Inc
-7.13%
-$23,692.4 
AMZN Amazon.com Inc
-4.57%
-$15,028.18 
META Meta Platforms Inc Class A
-3.36%
-$7,732.68 
HD The Home Depot, Inc.
-2.03%
-$10,602.04 
IWF iShares Russell 1000 Growth ETF
-1.93%
-$15,993.12 
NVDA NVIDIA Corporation
-1.56%
-$9,573.29 
PG Procter & Gamble Co
-1.52%
-$4,562.7 
AAPL Apple Inc.
-1.3%
-$35,709.66 
VOO Vanguard S&P 500 ETF
-1.23%
-$57,315.14 
SCHX Schwab U.S. Large-Cap ETF
-1.19%
-$3,772.65 
SCHF Schwab International Equity ETF
-0.99%
-$5,006.61 
VB Vanguard Small-Cap ETF
-0.49%
-$34,308 
ORLY O'Reilly Automotive Inc.
-0.48%
-$1,669.5 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$193,391.6 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.04%
-$2,118.39 Events
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Dividends
Dividend Analysis
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| Trades 967 | Longs Won 701/967 72% | Profit Factor 11.04 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $707,223.26 |
| Average Win $180,738.83 | Best Trade (Jul 24) $14.47M | Sharpe Ratio -9.62 |
| Average Loss -$43,156.92 | Worst Trade (Mar 31) -$1.56M | Z-Score 2.49 (98.72%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 6d | Expectancy $119,150.13 |
| 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 | 12,987 | 11,688 | 10,390 | 9,091 | 7,792 | 6,494 | 5,195 | 3,896 | 2,597 | 1,299 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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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 - $7.75M, PIMCO Multisector Bond Active ETF - $5.26M, Avantis International Equity ETF - $5.24M, JPMorgan International Research Enhanced Equity ETF - $4.49M, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.96M. 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: Invesco S&P MidCap Quality ETF - $1.09M, Franklin FTSE India ETF - $1.02M, Vanguard Long-Term Bond ETF - $962,925.42, iMGP DBi Managed Futures Strategy ETF - $686,014.07, 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 $35.28M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active ETF - $5.26M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $3.96M, FolioBeyond Alternative Income and Interest Rate Hedge ETF - $2.54M, JPMorgan International Research Enhanced Equity ETF - $2.14M, and Avantis International Equity ETF - $2.12M. 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.
