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:
69.42%
Gain +0.77%
Monthly
1.1%
Yearly
14.08%
Drawdown
18.25%
$607.68M
Equity
Holdings
$607.68M
Investment
$538.04M
$109.35M
Profit +$2.75M
Realized
$39.71M
Unrealized
$69.64M
Dividends
$39.05M
Goals
Avg. 52% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.77%
Profit
$2.75M
Win %
67%
This Week
Compared To Last Week
Gain
0.46%
Profit
$2.75M
Win %
67%
This Month
Compared to last month
Gain
0.25%
Profit
$1.51M
Win %
67%
This Year
Compared to last year
Gain
0.2%
Profit
$1.25M
Win %
69%
TSLA Tesla, Inc.
+6.24%
+$19,449.98 
STX Seagate Technology Holdings plc
+4.97%
+$8,217.63 
WDC Western Digital Corp.
+4.97%
+$15,248.73 
LMT Lockheed Martin Corporation
+3.96%
+$16,935.37 
MU Micron Technology Inc.
+3.68%
+$61,732.53 
DELL Dell Technologies Inc. Class C Common Stock
+3.28%
+$31,918.05 
MPC Marathon Petroleum Corp.
+2.73%
+$14,276.07 
AMD Advanced Micro Devices Inc.
+2.64%
+$15,372.3 
JCI Johnson Controls International plc
+2.57%
+$6,019.14 
AVGO Broadcom Inc.
+2.55%
+$10,696.15 
NVDA NVIDIA Corporation
+2.41%
+$41,401.98 
GS The Goldman Sachs Group, Inc.
+2.36%
+$11,047.76 
SNDK Sandisk Corp.
+2.22%
+$5,582.5 
PSX Phillips 66
+2.17%
+$5,268.69 
XSMO Invesco S&P SmallCap Momentum ETF
+2.13%
+$150,811.98 
XMMO Invesco S&P MidCap Momentum ETF
+2.03%
+$239,897.96 
SPMO Invesco S&P 500 Momentum ETF
+1.67%
+$628,894 
VLO Valero Energy Corporation
+1.5%
+$3,477.6 
ILCG iShares Morningstar Growth ETF
+1.32%
+$3,495.66 
QQQ Invesco QQQ Trust, Series 1
+1.31%
+$19,304.71 
IWF iShares Russell 1000 Growth ETF
+1.25%
+$9,918.93 
IWY iShares Russell Top 200 Growth ETF
+1.21%
+$2,623.86 
CRWD CrowdStrike Holdings, Inc.
+1.2%
+$4,607.67 
MSFT Microsoft Corporation Common Stock
+1.15%
+$15,149.17 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.13%
+$5,188.26 
VUG Vanguard Morningstar Growth ETF
+1.04%
+$3,493.3 
PLTR Palantir Technologies Inc. Class A Common Stock
+1.04%
+$13,224.55 
ONEQ Fidelity Nasdaq Composite Index ETF
+1%
+$2,196.06 
ORLY O'Reilly Automotive Inc.
+0.93%
+$3,339 
FLJH Franklin FTSE Japan Hedged ETF
+0.93%
+$12,870.44 
JPM JPMorgan Chase & Co.
+0.91%
+$4,750.46 
XMHQ Invesco S&P MidCap Quality ETF
+0.9%
+$13,879.35 
SCHA Schwab U.S. Small-Cap ETF
+0.83%
+$7,695.81 
SCHX Schwab U.S. Large-Cap ETF
+0.8%
+$2,592.96 
USSG Xtrackers MSCI USA Selection Equity ETF
+0.8%
+$1,716.47 
VTI Vanguard Total Stock Market ETF
+0.77%
+$7,126.19 
DFUS Dimensional U.S. Equity Market ETF
+0.77%
+$7,378.7 
AVUV Avantis U.S. Small Cap Value ETF
+0.74%
+$135,773.4 
SPHQ Invesco S&P 500 Quality ETF
+0.71%
+$40,713.54 
VOO Vanguard S&P 500 ETF
+0.71%
+$33,394.4 
DFAS Dimensional U.S. Small Cap ETF
+0.71%
+$1,842.6 
AVDE Avantis International Equity Fund Institutional Class
+0.62%
+$301,482.1 
VEA Vanguard FTSE Developed Markets ETF
+0.62%
+$1,246.56 
SCHF Schwab International Equity ETF
+0.62%
+$3,070.32 
GE General Electric Company
+0.61%
+$1,740.96 
BRK-B Berkshire Hathaway Inc.
+0.61%
+$6,308 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
+0.61%
+$1,431.97 
AMZN Amazon.com Inc
+0.61%
+$6,733.09 
NSC Norfolk Southern Corp.
+0.61%
+$13,020.07 
VO Vanguard Mid-Cap Index Fund ETF Shares
+0.59%
+$48,208.22 
VB Vanguard Small-Cap ETF
+0.55%
+$37,047 
SCHM Schwab U.S. Mid-Cap ETF
+0.55%
+$23,638.28 
IGE iShares North American Natural Resources ETF
+0.55%
+$9,754.56 
VBR Vanguard Small-Cap Value ETF
+0.53%
+$2,997.2 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$84,577.5 
IAUM iShares Gold Trust Micro
+0.48%
+$2,023.12 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.47%
+$93,797.16 
AVMV Avantis U.S. Mid Cap Value ETF
+0.46%
+$79,299.36 
LLY Eli Lilly and Company
+0.44%
+$4,052.02 
F Ford Motor Co.
+0.43%
+$1,181.05 
XOM ExxonMobil Holdings Corporation
+0.43%
+$7,804.41 
JEPI JPMorgan Equity Premium Income ETF
+0.43%
+$1,087.56 
COP ConocoPhillips
+0.43%
+$1,239.69 
VEU Vanguard FTSE All-World ex-US Index Fund ETF Shares
+0.4%
+$963.52 
JMUB JPMorgan Municipal ETF
+0.38%
+$27,420.51 
WMT Walmart Inc.
+0.37%
+$2,211.88 
T AT&T Inc.
+0.36%
+$1,241.78 
VIGI Vanguard International Dividend Appreciation ETF
+0.35%
+$11,971.74 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.33%
+$171,614.4 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.32%
+$688.74 
BA The Boeing Company
+0.32%
+$1,005.58 
DFLV Dimensional US Large Cap Value ETF
+0.31%
+$165,722.7 
VOE Vanguard Morningstar Mid-Cap Value ETF
+0.31%
+$1,400.34 
VXUS Vanguard Total International Stock ETF
+0.29%
+$7,770.96 
MUB iShares National Muni Bond ETF
+0.27%
+$762.44 
TPYP Tortoise North American Pipeline ETF
+0.19%
+$511.12 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$4,892.79 
WMB The Williams Companies, Inc.
+0.1%
+$452.9 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
+0.1%
+$58,948.1 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.06%
+$131.82 
BIV Vanguard Intermediate-Term Bond ETF
+0.05%
+$40,586.92 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
+0.05%
+$1,166.27 
XLU State Street Utilities Select Sector SPDR ETF
+0.05%
+$248.44 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
+0.04%
+$252.51 
TBUX T. Rowe Price Ultra Short-Term Bond Fund
+0.03%
+$81.87 
TIP iShares TIPS Bond ETF
+0.02%
+$60.2 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$6,670.17 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$29.52 
HUBS HubSpot, Inc. Common Stock
-4.09%
-$14,269.23 
SPOT Spotify Technology S.A.
-2.9%
-$13,215.71 
INCY Incyte Corp.
-1.92%
-$13,140.85 
DE Deere & Company
-1.24%
-$2,880.79 
AAPL Apple Inc.
-1.11%
-$37,046.12 
PG The Procter & Gamble Company
-0.74%
-$2,349.6 
HD The Home Depot, Inc.
-0.66%
-$2,884.37 
SPEM SPDR Portfolio Emerging Markets ETF
-0.56%
-$4,791.05 
WST West Pharmaceutical Services Inc.
-0.52%
-$2,435.89 
GOOG Alphabet Inc
-0.51%
-$3,398.76 
ESGE iShares ESG Aware MSCI EM ETF
-0.5%
-$991.25 
GOOGL Alphabet Inc
-0.39%
-$1,607.28 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$5,610.02 
AVEM Avantis Emerging Markets Equity ETF
-0.35%
-$1,792.11 
PEP PepsiCo, Inc.
-0.35%
-$831.9 
CVX Chevron Corporation
-0.34%
-$1,469.54 
SCHD Schwab U.S. Dividend Equity ETF
-0.31%
-$24,688.16 
XLP State Street Consumer Staples Select Sector SPDR ETF
-0.31%
-$793.92 
IAGG iShares Core International Aggregate Bond ETF
-0.1%
-$204.25 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.09%
-$3,906.96 
META Meta Platforms Inc Class A
-0.08%
-$656.6 
DFEV Dimensional Emerging Markets Value ETF
-0.05%
-$12,364.16 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$418.28 
VYMI Vanguard International High Dividend Yield ETF
-0.02%
-$2,803.86 Events
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Dividends
Dividend Analysis
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| Trades 1180 | Longs Won 818/1180 69% | Profit Factor 7.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $539,986.55 |
| Average Win $155,856.4 | Best Trade (Sep 30) $8.71M | Sharpe Ratio -9.8 |
| Average Loss -$50,111.5 | Worst Trade (Mar 31) -$1.56M | Z-Score -1.46 (86.14%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 5d | Expectancy $92,669.63 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,195 | 10,976 | 9,756 | 8,537 | 7,317 | 6,098 | 4,878 | 3,659 | 2,439 | 1,220 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,585 | $1.77M | $3.3M | - | $1.53M | 86.66% | -1.111% |
| AGG iShares Core U.S. Aggregate Bond ETF | 42,546 | $4.14M | $4.09M | - | -$56,630.17 | -1.37% | +0.12% |
| AMD Advanced Micro Devices Inc. | 1,127 | $654,685.71 | $597,794.61 | - | -$56,891.1 | -8.69% | +2.639% |
| AMZN Amazon.com Inc | 4,459 | $1.05M | $1.11M | - | $57,841.77 | 5.48% | +0.609% |
| AVDE Avantis International Equity Fund Institutional Class | 543,211 | $41.92M | $48.51M | - | $6.58M | 15.7% | +0.625% |
| AVEM Avantis Emerging Markets Equity ETF | 5,781 | $345,650.69 | $504,045.39 | - | $158,394.7 | 45.83% | -0.354% |
| AVGO Broadcom Inc. | 1,306 | $493,341.5 | $430,810.22 | - | -$62,531.28 | -12.68% | +2.546% |
| AVMV Avantis U.S. Mid Cap Value ETF | 220,276 | $16.52M | $17.47M | - | $956,094.32 | 5.79% | +0.456% |
| AVUV Avantis U.S. Small Cap Value ETF | 150,859 | $14.36M | $18.55M | - | $4.19M | 29.15% | +0.737% |
| BA The Boeing Company | 1,676 | $363,893.38 | $316,680.2 | - | -$47,213.18 | -12.97% | +0.319% |
| BIV Vanguard Intermediate-Term Bond ETF | 1.01M | $77.85M | $75.06M | - | -$2.8M | -3.59% | +0.054% |
| BRK-B Berkshire Hathaway Inc. | 1,900 | $835,431.73 | $1.04M | - | $201,037.27 | 24.06% | +0.612% |
| COP ConocoPhillips | 1,922 | $240,538 | $291,077.29 | - | $50,539.29 | 21.01% | +0.428% |
| CRWD CrowdStrike Holdings, Inc. | 1,496 | $396,146 | $389,932.4 | - | -$6,213.6 | -1.57% | +1.196% |
| CVX Chevron Corporation | 1,872 | $328,281.8 | $435,099.6 | - | $106,817.8 | 32.54% | -0.337% |
| DE Deere & Company | 361 | $203,351 | $230,379.37 | - | $27,028.37 | 13.29% | -1.235% |
| DELL Dell Technologies Inc. Class C Common Stock | 2,130 | $1.07M | $1M | - | -$67,196.7 | -6.27% | +3.283% |
| DFAS Dimensional U.S. Small Cap ETF | 3,320 | $206,591.21 | $262,728.2 | - | $56,136.99 | 27.17% | +0.706% |
| DFEV Dimensional Emerging Markets Value ETF | 618,208 | $21.6M | $24.72M | - | $3.12M | 14.45% | -0.05% |
| DFLV Dimensional US Large Cap Value ETF | 1.27M | $51.21M | $53.08M | - | $1.87M | 3.66% | +0.313% |
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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: Invesco S&P 500 Quality ETF - $13.15M, Invesco S&P 500 Momentum ETF - $10.03M, Vanguard Dividend Appreciation ETF - $7.94M, PIMCO Multisector Bond Active Exchange-Traded Fund - $6.28M, and Avantis International Equity Fund Institutional Class - $5.4M. 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 - $1.03M, 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 $39.05M earned over time. The largest contributors to dividend income include PIMCO Multisector Bond Active Exchange-Traded Fund - $6.25M, Vanguard Intermediate-Term Bond ETF - $4.57M, FolioBeyond Alternative Income and Interest Rate Hedge ETF - $3.26M, Avantis International Equity Fund Institutional Class - $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.
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