NB
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:
48.55%
Gain +0.01%
Monthly
1.41%
Yearly
18.33%
Drawdown
21.45%
$390.5M
Equity
Holdings
$390.5M
Investment
$225.26M
$196.56M
Profit +$49,199.76
Realized
$31.32M
Unrealized
$165.24M
Dividends
$8.2M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$49,199.76
Win %
87%
This Week
Compared To Last Week
Gain
0.01%
Profit
$49,199.76
Win %
87%
This Month
Compared to last month
Gain
-4.34%
Profit
-$17.69M
Win %
87%
This Year
Compared to last year
Gain
9.79%
Profit
$34.82M
Win %
87%
AMD Advanced Micro Devices, Inc.
+4.73%
+$23,998.56 
GS The Goldman Sachs Group, Inc.
+2.62%
+$15,994.89 
JPM JPMorgan Chase & Co.
+2.31%
+$31,016.74 
TSLA Tesla, Inc.
+1.82%
+$18,978.96 
SMH VanEck Semiconductor ETF
+1.73%
+$10,037.06 
BAC Bank of America Corporation
+1.56%
+$3,915.58 
JNJ Johnson & Johnson
+1.07%
+$4,018.28 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$9,212.95 
AVMC Avantis U.S. Mid Cap Equity ETF
+0.94%
+$50,801 
IWM iShares Russell 2000 ETF
+0.87%
+$5,382.28 
JHMM John Hancock Multifactor Mid Cap ETF
+0.83%
+$70,699.61 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$5,321.71 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,861.48 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$4,881.99 
AVLC Avantis U.S. Large Cap Equity ETF
+0.63%
+$3,654 
AVDE Avantis International Equity ETF
+0.59%
+$4,499.7 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$3,127.04 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,281.55 
VGT Vanguard Information Technology ETF
+0.58%
+$2,020.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$3,240.38 
IVV iShares Core S&P 500 ETF
+0.55%
+$5,059.36 
VOO Vanguard S&P 500 ETF
+0.55%
+$1,871.18 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$10,792.92 
GOOGL Alphabet Inc
+0.53%
+$363,408.06 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$5,256.25 
IWB iShares Russell 1000 ETF
+0.52%
+$25,442.44 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.5%
+$113,652.47 
ESGU iShares ESG Aware MSCI USA ETF
+0.48%
+$1,260.48 
QUAL iShares MSCI USA Quality Factor ETF
+0.47%
+$126,943.11 
GOOG Alphabet Inc
+0.45%
+$642,712 
VXF Vanguard Extended Market ETF
+0.44%
+$1,848 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,164 
QUS SPDR MSCI USA StrategicFactors ETF
+0.42%
+$2,156.7 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$47,905.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$1,566.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,647.84 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.3%
+$33,536.08 
XOM Exxon Mobil Corporation
+0.28%
+$792.09 
NVDA NVIDIA Corporation
+0.16%
+$26,544 
PYLD PIMCO Multisector Bond Active ETF
+0.15%
+$875.6 
AAAU Goldman Sachs Physical Gold ETF
+0.12%
+$280 
MSFT Microsoft Corp.
+0.1%
+$6,523.84 
IQLT iShares MSCI International Quality Factor ETF
+0.04%
+$1,956.84 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$89.7 
HYD VanEck High Yield Muni ETF
+0.04%
+$150.82 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$1,125.26 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$1,285.8 
ORCL Oracle Corporation
+0.02%
+$37.22 
DASH DoorDash, Inc.
-2.59%
-$48,412.73 
LLY Eli Lilly and Company
-2.41%
-$20,291.66 
PLTR Palantir Technologies Inc.
-2.36%
-$16,509.88 
AAPL Apple Inc.
-1.52%
-$146,218.5 
TWLO Twilio Inc.
-1.23%
-$27,320.22 
AMZN Amazon.com Inc
-1.23%
-$33,974.77 
NFLX Netflix, Inc.
-1.14%
-$2,325 
OKTA Okta Inc.
-1.03%
-$3,559.82 
UBER Uber Technologies, Inc.
-1.01%
-$4,932.9 
EBAY eBay Inc.
-0.91%
-$3,088 
AVGO Broadcom Inc.
-0.91%
-$18,658.52 
NOW ServiceNow, Inc.
-0.9%
-$24,552.05 
META Meta Platforms Inc Class A
-0.26%
-$2,092.36 
INMU iShares Intermediate Muni Income Active ETF
-0.12%
-$261.75 
JCPB JPMorgan Core Plus Bond ETF
-0.09%
-$314.68 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.04%
-$282.46 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 410/484 84% | Profit Factor 53.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.89M |
| Average Win $488,599.36 | Best Trade (Jun 14) $47.96M | Sharpe Ratio -24.59 |
| Average Loss -$50,855.23 | Worst Trade (Jun 14) -$2.14M | Z-Score 24.31 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w | Expectancy $406,120.76 |
| 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% | 0.02% | 1.83% |
| Consecutive Losing Trades | 7,692 | 6,923 | 6,154 | 5,385 | 4,615 | 3,846 | 3,077 | 2,308 | 1,538 | 769 |
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Returns
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