NCG
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
Automatically Tracked
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:
22.07%
Gain +0.01%
Monthly
0.59%
Yearly
7.35%
Drawdown
11.23%
$562.54M
Equity
Holdings
$562.54M
Investment
$464.02M
$119.37M
Profit +$47,212.58
Realized
$20.85M
Unrealized
$98.52M
Dividends
$32.74M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.01%
Profit
$47,212.58
Win %
77%
This Week
Compared To Last Week
Gain
-0.11%
Profit
-$588,900.55
Win %
77%
This Month
Compared to last month
Gain
0.09%
Profit
$476,294.19
Win %
77%
This Year
Compared to last year
Gain
5.14%
Profit
$28.63M
Win %
78%
WDC Western Digital Corporation
+4.33%
+$23,805.6 
GEV GE Vernova Inc.
+1.46%
+$3,130.77 
JPM JPMorgan Chase & Co.
+0.96%
+$3,372 
FLIN Franklin FTSE India ETF
+0.91%
+$4,269.63 
PG Procter & Gamble Co
+0.71%
+$2,120.55 
FLJH Franklin FTSE Japan Hedged ETF
+0.64%
+$9,210.24 
XOM Exxon Mobil Corporation
+0.62%
+$8,939.49 
VPU Vanguard Utilities ETF
+0.58%
+$1,189.92 
JKE iShares Morningstar Large-Cap Growth ETF
+0.48%
+$3,239.7 
XLU Utilities Select Sector SPDR Fund
+0.45%
+$5,021.43 
CVX Chevron Corporation
+0.45%
+$1,703.97 
XSMO Invesco S&P SmallCap Momentum ETF
+0.44%
+$40,623.18 
XMMO Invesco S&P MidCap Momentum ETF
+0.42%
+$69,372.68 
IGE iShares North American Natural Resources ETF
+0.38%
+$3,697.43 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$57,823.04 
COP ConocoPhillips
+0.35%
+$768.8 
TPYP Tortoise North American Pipeline Fund
+0.34%
+$843.17 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.3%
+$13,963.45 
BRK-B Berkshire Hathaway Inc.
+0.3%
+$2,193.51 
VOE Vanguard Mid-Cap Value ETF
+0.24%
+$1,014.73 
NSC Norfolk Southern Corporation
+0.22%
+$4,491.9 
DFAS Dimensional U.S. Small Cap ETF
+0.22%
+$601.68 
HD The Home Depot, Inc.
+0.21%
+$1,069.62 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.18%
+$1,090.76 
SCHA Schwab U.S. Small-Cap ETF
+0.17%
+$1,743.42 
WMT Walmart Inc.
+0.17%
+$1,054.62 
SCHD Schwab U.S. Dividend Equity ETF
+0.17%
+$12,666.17 
VDC VANGUARD CONSUMER STAPLES ETF
+0.16%
+$1,145.25 
SCHM Schwab U.S. Mid-Cap ETF
+0.14%
+$7,288.9 
SPEM SPDR Portfolio Emerging Markets ETF
+0.11%
+$951.61 
XLP Consumer Staples Select Sector SPDR Fund
+0.11%
+$284.4 
DE Deere & Company
+0.08%
+$162.45 
SPMO Invesco S&P 500 Momentum ETF
+0.04%
+$21,557.4 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$111.51 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$2,834.76 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$2,556.95 
VIG Vanguard Dividend Appreciation ETF
0%
+$691.63 
AVMV Avantis U.S. Mid Cap Value ETF
0%
$0 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
XMHQ Invesco S&P MidCap Quality ETF
0%
$0 
HUBS HubSpot, Inc.
-4.36%
-$20,300 
AMZN Amazon.com Inc
-2.81%
-$9,118.96 
MU Micron Technology, Inc.
-2.45%
-$23,193.56 
MSFT Microsoft Corp.
-1.84%
-$13,179.27 
ORLY O'Reilly Automotive Inc.
-1.58%
-$5,644.5 
AAPL Apple Inc.
-1.34%
-$33,430.32 
BA Boeing Company
-1.23%
-$4,575.48 
META Meta Platforms Inc Class A
-0.89%
-$1,857.02 
PEP PepsiCo, Inc.
-0.79%
-$2,111.1 
RTX RTX Corporation
-0.78%
-$1,906.57 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-0.77%
-$1,640.02 
TSLA Tesla, Inc.
-0.75%
-$2,392 
IWF iShares Russell 1000 Growth ETF
-0.74%
-$6,177.6 
AVEM Avantis Emerging Markets Equity ETF
-0.73%
-$3,824.1 
GE General Electric Company
-0.73%
-$1,942.43 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.7%
-$22,501.87 
GILD Gilead Sciences Inc.
-0.58%
-$1,089.27 
SCHF Schwab International Equity ETF
-0.58%
-$2,966.88 
QQQ Invesco QQQ Trust, Series 1
-0.58%
-$13,356.05 
IAUM iShares Gold Trust Micro
-0.55%
-$4,105.73 
IEMG iShares Core MSCI Emerging Markets ETF
-0.54%
-$8,385.96 
NVDA NVIDIA Corporation
-0.43%
-$2,581.89 
GOOG Alphabet Inc
-0.43%
-$1,281.28 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.43%
-$11,881.84 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.38%
-$1,386.22 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.37%
-$83,714.87 
VEU Vanguard FTSE All-World ex-US ETF
-0.35%
-$867.68 
SCHX Schwab U.S. Large-Cap ETF
-0.34%
-$1,077.9 
VOO Vanguard S&P 500 ETF
-0.3%
-$13,954.35 
JMUB JPMorgan Municipal Bond ETF
-0.3%
-$1,935.45 
DFUS Dimensional U.S. Equity Market ETF
-0.3%
-$2,878.56 
DFEV Dimensional Emerging Markets Value ETF
-0.28%
-$68,337.6 
F-PD Ford Motor Company 6.500% Notes
-0.27%
-$1,434.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.27%
-$10,562.37 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.26%
-$193,488.3 
GOOGL Alphabet Inc
-0.26%
-$903.02 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.24%
-$2,193.84 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.22%
-$1,244.43 
MUB iShares National Muni Bond ETF
-0.2%
-$599.05 
LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund
-0.19%
-$4,770.43 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.17%
-$457.47 
SPHQ Invesco S&P 500 Quality ETF
-0.15%
-$67,709.85 
TIP iShares TIPS Bond ETF
-0.15%
-$354.88 
IAGG iShares International Aggregate Bond Fund
-0.12%
-$257.4 
AVDE Avantis International Equity ETF
-0.1%
-$41,076.18 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.08%
-$538.61 
VB Vanguard Small-Cap ETF
-0.07%
-$4,645.87 
PYLD PIMCO Multisector Bond Active ETF
-0.06%
-$31,982.04 
VO Vanguard Mid-Cap ETF
-0.01%
-$1,049.64 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
0%
-$8.15 Events
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Dividends
Dividend Analysis
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| Trades 967 | Longs Won 703/967 72% | Profit Factor 12.43 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $737,711.36 |
| Average Win $184,664.29 | Best Trade (Jun 11) $14.59M | Sharpe Ratio -8.43 |
| Average Loss -$39,573.29 | Worst Trade (Mar 31) -$1.56M | Z-Score 2.08 (96.24%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2d | Expectancy $123,445.34 |
| 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 | 14,286 | 12,857 | 11,429 | 10,000 | 8,571 | 7,143 | 5,714 | 4,286 | 2,857 | 1,429 |
Hover over the desired column for a detailed explanation.
Returns
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