Nathan Blair Portfolio
Invests via Palo Alto Wealth Advisors LLC | Managed by Nathan (Nate) Blair, Ryan Schmidt, Simon Tryzna, CFA
Invests via Palo Alto Wealth Advisors LLC
Managed by Nathan (Nate) Blair, Ryan Schmidt, Simon Tryzna, CFA
Automatically Tracked
Nathan Blair Profile
Nathan Blair has established himself as a prominent entrepreneurial founder, harnessing innovative solutions to drive business growth. With a solid background in technology and product development, he has successfully led ventures that emphasize user-centered design and operational efficiency. His leadership experience encompasses various startup initiatives where he orchestrated strategic partnerships and accelerated market entry. Nathan's relevance extends beyond individual projects, contributing insights into emerging trends within the tech landscape. He is recognized for fostering collaborative environments that stimulate creativity and accountability, ensuring sustained value creation in competitive markets.
Nathan Blair has established himself as a prominent entrepreneurial founder, harnessing innovative solutions to drive business growth. With a solid background in technology and product development, he has successfully led ventures that emphasize user-centered design and operational efficiency. His leadership experience encompasses various startup initiatives where he orchestrated strategic partnerships and accelerated market entry. Nathan's relevance extends beyond individual projects, contributing insights into emerging trends within the tech landscape. He is recognized for fostering collaborative environments that stimulate creativity and accountability, ensuring sustained value creation in competitive markets.
Investment Philosophy & Strategy
Growth opportunities abound in today's dynamic technology sector, and Nathan Blair is poised to leverage them through his entrepreneurial acumen. His ventures prioritize user-centric innovation while driving operational enhancements that effectively capitalize on market demands. With a keen sense for strategic collaboration, he navigates the intricate landscape of tech development, ensuring sustained growth for his initiatives. Acknowledged as a thought leader within his field, he continuously aligns investment activities with transformative trends that elevate performance and resilience. This distinctive approach not only positions him at the forefront of industry evolution but also enhances long-term value creation across diverse projects.
Growth opportunities abound in today's dynamic technology sector, and Nathan Blair is poised to leverage them through his entrepreneurial acumen. His ventures prioritize user-centric innovation while driving operational enhancements that effectively capitalize on market demands. With a keen sense for strategic collaboration, he navigates the intricate landscape of tech development, ensuring sustained growth for his initiatives. Acknowledged as a thought leader within his field, he continuously aligns investment activities with transformative trends that elevate performance and resilience. This distinctive approach not only positions him at the forefront of industry evolution but also enhances long-term value creation across diverse projects.
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:
98.56%
Gain -0.13%
Monthly
2.14%
Yearly
28.98%
Drawdown
27.88%
$375.74M
Equity
Holdings
$375.74M
Investment
$224.95M
$182.12M
Profit -$994,013
Realized
$31.32M
Unrealized
$150.8M
Dividends
$8.81M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.13%
Profit
-$994,013
Win %
84%
This Week
Compared To Last Week
Gain
2.08%
Profit
$7.66M
Win %
84%
This Month
Compared to last month
Gain
-3.08%
Profit
-$11.93M
Win %
84%
This Year
Compared to last year
Gain
5.79%
Profit
$20.56M
Win %
84%
AMD Advanced Micro Devices, Inc.
+4.43%
+$23,157.77 
ORCL Oracle Corporation
+3.22%
+$4,846.1 
SMH VanEck Semiconductor ETF
+2.82%
+$15,050.69 
TSLA Tesla, Inc.
+2.78%
+$26,799.93 
GS The Goldman Sachs Group, Inc.
+2.34%
+$14,543.5 
VGT Vanguard Information Technology ETF
+1.42%
+$4,855.76 
AAAU Goldman Sachs Physical Gold ETF
+1.39%
+$3,080 
AVGO Broadcom Inc.
+1.32%
+$26,655 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+1.31%
+$6,213.73 
JPM JPMorgan Chase & Co.
+1.18%
+$17,166.86 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$5,883.54 
XOM Exxon Mobil Corporation
+1.14%
+$3,265.08 
AVDE Avantis International Equity ETF
+1.1%
+$8,320.2 
LLY Eli Lilly and Company
+1.01%
+$8,392.53 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.89%
+$97,013.7 
IQLT iShares MSCI International Quality Factor ETF
+0.81%
+$38,647.59 
IWM iShares Russell 2000 ETF
+0.78%
+$4,852.53 
VXF Vanguard Extended Market ETF
+0.77%
+$3,212 
BAC Bank of America Corporation
+0.7%
+$1,935.03 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.68%
+$2,882.36 
AVLC Avantis U.S. Large Cap Equity ETF
+0.59%
+$3,425.62 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$5,541.08 
NVDA NVIDIA Corporation
+0.55%
+$92,074.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$2,997.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.51%
+$1,119.67 
ESGU iShares ESG Aware MSCI USA ETF
+0.51%
+$1,333.2 
IVV iShares Core S&P 500 ETF
+0.5%
+$4,614.01 
JNJ Johnson & Johnson
+0.5%
+$1,969.59 
IWB iShares Russell 1000 ETF
+0.48%
+$23,913.56 
IJH iShares Core S&P Mid-Cap ETF
+0.47%
+$3,449.25 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$9,291.67 
JHMM John Hancock Multifactor Mid Cap ETF
+0.46%
+$38,826.83 
VOO Vanguard S&P 500 ETF
+0.45%
+$1,554.27 
QUAL iShares MSCI USA Quality Factor ETF
+0.38%
+$103,061.7 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.29%
+$15,789.5 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.26%
+$58,009.87 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$2,123.53 
NFLX Netflix, Inc.
+0.15%
+$250 
META Meta Platforms Inc Class A
+0.09%
+$822.48 
QUS SPDR MSCI USA StrategicFactors ETF
+0.08%
+$423.32 
UBER Uber Technologies, Inc.
+0.08%
+$387.58 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$562.63 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.01%
+$22.43 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
OKTA Okta Inc.
-3.74%
-$16,328.1 
NOW ServiceNow, Inc.
-1.67%
-$46,200 
TWLO Twilio Inc.
-1.49%
-$32,913.36 
AMZN Amazon.com Inc
-1.03%
-$29,613.24 
MOAT VanEck Morningstar Wide Moat Fund
-0.81%
-$98,092.46 
GOOG Alphabet Inc
-0.71%
-$1M 
EBAY eBay Inc.
-0.71%
-$2,501.59 
GOOGL Alphabet Inc
-0.69%
-$462,346.38 
PLTR Palantir Technologies Inc.
-0.66%
-$4,781.98 
MSFT Microsoft Corp.
-0.6%
-$39,714.85 
DASH DoorDash, Inc.
-0.53%
-$12,012.64 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$798.92 
AAPL Apple Inc.
-0.15%
-$16,408.97 
JCPB JPMorgan Core Plus Bond ETF
-0.14%
-$511.36 
PYLD PIMCO Multisector Bond Active ETF
-0.08%
-$483.77 
INMU iShares Intermediate Muni Income Active ETF
-0.08%
-$174.5 
HYD VanEck High Yield Muni ETF
-0.08%
-$301.64 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$263.9 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.03%
-$211.84 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 402/484 83% | Profit Factor 50.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.5M |
| Average Win $462,105.64 | Best Trade (Jul 21) $45.65M | Sharpe Ratio -11.54 |
| Average Loss -$44,431.91 | Worst Trade (Jul 24) -$2.41M | Z-Score 20.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 2d | Expectancy $376,287.29 |
| 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% | 0.88% |
| Consecutive Losing Trades | 8,475 | 7,627 | 6,780 | 5,932 | 5,085 | 4,237 | 3,390 | 2,542 | 1,695 | 847 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Nathan Blair?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $7.39M, Alphabet Inc - $6.86M, VanEck Morningstar Wide Moat Fund - $6.39M, Palantir Technologies Inc - $3.17M, and NVIDIA Corporation - $2.83M. 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 BSP Realty Trust Inc - $135,165.94, KraneShares California Carbon Allowance Strategy ETF - $131,946.91, BlackRock Municipal 2030 Target Term Trust - $53,260.46, iShares U.S. Real Estate ETF - $15,955.35, and Columbia Diversified Fixed Income Allocation ETF - $4,118.69. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathan Blair's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.81M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $1.15M, WisdomTree U.S. Quality Dividend Growth Fund - $931,564.92, Goldman Sachs ActiveBeta International Equity ETF - $827,385.5, VanEck Morningstar Wide Moat Fund - $771,705.51, and Alphabet Inc - $624,645.08. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathan Blair's monthly returns?
Nathan Blair's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Nathan Blair's strategy be considered aggressive or moderate?
Nathan Blair's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Nathan Blair's strategy?
Nathan Blair's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
