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:
114.78%
Gain +2.07%
Monthly
2.21%
Yearly
30.03%
Drawdown
27.86%
$391.23M
Equity
Holdings
$391.23M
Investment
$224.95M
$198.07M
Profit +$5.91M
Realized
$31.79M
Unrealized
$166.29M
Dividends
$9.05M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
2.07%
Profit
$5.91M
Win %
83%
This Week
Compared To Last Week
Gain
1.53%
Profit
$5.91M
Win %
83%
This Month
Compared to last month
Gain
0.09%
Profit
$362,238.41
Win %
83%
This Year
Compared to last year
Gain
10.15%
Profit
$36.04M
Win %
83%
OKTA Okta Inc.
+13.37%
+$65,518.34 
NOW ServiceNow, Inc.
+7.69%
+$269,016 
PLTR Palantir Technologies Inc.
+4.13%
+$36,920.13 
NFLX Netflix, Inc.
+3.76%
+$7,275 
GOOGL Alphabet Inc
+3.08%
+$1.99M 
GOOG Alphabet Inc
+2.97%
+$4M 
META Meta Platforms Inc Class A
+2.91%
+$27,171.65 
TWLO Twilio Inc.
+2.8%
+$68,461.94 
MSFT Microsoft Corp.
+2.27%
+$183,895.25 
LLY Eli Lilly and Company
+2.04%
+$16,480.24 
MOAT VanEck Morningstar Wide Moat Fund
+1.34%
+$166,529.06 
EBAY eBay Inc.
+1.32%
+$4,399.47 
UBER Uber Technologies, Inc.
+1.27%
+$6,412.77 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$2,716.9 
DASH DoorDash, Inc.
+0.73%
+$17,913.92 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$3,298.75 
JNJ Johnson & Johnson
+0.58%
+$2,420.48 
AAPL Apple Inc.
+0.54%
+$58,162.79 
QUS SPDR MSCI USA StrategicFactors ETF
+0.29%
+$1,534.58 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$17,595.9 
JCPB JPMorgan Core Plus Bond ETF
+0.01%
+$39.34 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$562.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
0%
$0 
BAC Bank of America Corporation
-5.3%
-$15,138.73 
AVGO Broadcom Inc.
-4.79%
-$92,332.87 
SMH VanEck Semiconductor ETF
-4.52%
-$24,553.07 
ORCL Oracle Corporation
-4.42%
-$8,234.03 
GS The Goldman Sachs Group, Inc.
-3.97%
-$24,125.13 
AMD Advanced Micro Devices, Inc.
-3.9%
-$20,900.13 
NVDA NVIDIA Corporation
-2.85%
-$515,118.67 
JPM JPMorgan Chase & Co.
-1.72%
-$26,340.64 
TSLA Tesla, Inc.
-1.4%
-$13,347.84 
AAAU Goldman Sachs Physical Gold ETF
-1.32%
-$3,164 
VGT Vanguard Information Technology ETF
-1.24%
-$4,508.92 
AMZN Amazon.com Inc
-1.22%
-$36,040.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$5,801.77 
XOM Exxon Mobil Corporation
-0.85%
-$2,743.46 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$6,110.1 
JHMM John Hancock Multifactor Mid Cap ETF
-0.74%
-$63,791.91 
AVDE Avantis International Equity ETF
-0.74%
-$5,858.1 
AVLC Avantis U.S. Large Cap Equity ETF
-0.57%
-$3,393 
AVMC Avantis U.S. Mid Cap Equity ETF
-0.57%
-$30,549.25 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$2,978.82 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$2,412.41 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$5,107.14 
IQLT iShares MSCI International Quality Factor ETF
-0.51%
-$24,949.71 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$3,616.26 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.34%
-$768.93 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$6,978.85 
VOO Vanguard S&P 500 ETF
-0.34%
-$1,187.08 
ESGU iShares ESG Aware MSCI USA ETF
-0.34%
-$904.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,916.86 
IVV iShares Core S&P 500 ETF
-0.32%
-$3,067.74 
IWB iShares Russell 1000 ETF
-0.32%
-$16,513.2 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.29%
-$33,535.6 
VXF Vanguard Extended Market ETF
-0.28%
-$1,188 
INMU iShares Intermediate Muni Income Active ETF
-0.26%
-$523.5 
IWM iShares Russell 2000 ETF
-0.19%
-$1,154.88 
HYD VanEck High Yield Muni ETF
-0.13%
-$490.17 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$847.38 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.12%
-$27,229.12 
PYLD PIMCO Multisector Bond Active ETF
-0.1%
-$547.25 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$642.9 Events
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Dividends
Dividend Analysis
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| Trades 484 | Longs Won 404/484 83% | Profit Factor 73.07 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.72M |
| Average Win $497,082.51 | Best Trade (Aug 05) $52.25M | Sharpe Ratio -10.7 |
| Average Loss -$34,353.17 | Worst Trade (Aug 02) -$1.9M | Z-Score 19.65 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3d | Expectancy $409,241.9 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.07% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 5,600 | $213,472 | $236,796 | - | $23,324 | 10.93% | -1.319% |
| AAPL Apple Inc. | 32,493 | $5.97M | $10.85M | - | $4.88M | 81.72% | +0.539% |
| AMD Advanced Micro Devices, Inc. | 1,038 | $167,938.02 | $514,842.81 | - | $346,904.79 | 206.57% | -3.901% |
| AMZN Amazon.com Inc | 11,478 | $1.8M | $2.91M | - | $1.11M | 61.73% | -1.223% |
| AVDE Avantis International Equity ETF | 8,490 | $683,785 | $783,202.5 | - | $99,417.5 | 14.54% | -0.742% |
| AVGO Broadcom Inc. | 5,331 | $1.35M | $1.84M | - | $490,834.03 | 36.45% | -4.785% |
| AVLC Avantis U.S. Large Cap Equity ETF | 6,525 | $510,125 | $590,643 | - | $80,518 | 15.78% | -0.571% |
| AVMC Avantis U.S. Mid Cap Equity ETF | 68,650 | $4.6M | $5.37M | - | $766,342.3 | 16.66% | -0.566% |
| BAC Bank of America Corporation | 4,553 | $244,191 | $270,288.84 | - | $26,097.84 | 10.69% | -5.304% |
| BRK-B Berkshire Hathaway Inc. | 538 | $267,424 | $277,295.96 | - | $9,871.96 | 3.69% | +0.989% |
| DASH DoorDash, Inc. | 12,073 | $1.73M | $2.46M | - | $728,622.56 | 42.18% | +0.735% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 236,775 | $15.1M | $23.33M | - | $8.22M | 54.45% | -0.117% |
| EBAY eBay Inc. | 3,088 | $230,879.24 | $337,131.47 | - | $106,252.23 | 46.02% | +1.322% |
| ESGU iShares ESG Aware MSCI USA ETF | 1,616 | $207,060.53 | $269,209.44 | - | $62,148.91 | 30.01% | -0.335% |
| GOOG Alphabet Inc | 401,695 | $67.69M | $138.75M | - | $71.05M | 104.96% | +2.966% |
| GOOGL Alphabet Inc | 190,266 | $31.59M | $66.39M | - | $34.8M | 110.16% | +3.084% |
| GS The Goldman Sachs Group, Inc. | 590 | $341,700.52 | $583,091.1 | - | $241,390.58 | 70.64% | -3.973% |
| GSIE Goldman Sachs ActiveBeta International Equity ETF | 239,540 | $7.59M | $11.33M | - | $3.75M | 49.38% | -0.295% |
| HYD VanEck High Yield Muni ETF | 7,541 | $391,068.09 | $369,395.88 | - | -$21,672.21 | -5.54% | -0.133% |
| IJH iShares Core S&P Mid-Cap ETF | 9,855 | $643,840 | $727,496.1 | - | $83,656.1 | 12.99% | -0.833% |
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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 - $7.48M, Alphabet Inc - $6.9M, 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, Automatic Data Processing Inc - $24,635.08, and iShares U.S. Real Estate ETF - $14,051.85. 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 $9.05M 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 - $830,057.96, VanEck Morningstar Wide Moat Fund - $771,705.51, and Alphabet Inc - $713,017.98. 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.
