Nicole Goff Portfolio
Invests via Retirement Solution LLC | Managed by Nicole Goff
Invests via Retirement Solution LLC
Managed by Nicole Goff
Automatically Tracked
Nicole Goff Profile
With a background in corporate finance, Nicole Goff has established herself as an influential operating executive in the tech sector. Her extensive experience spans strategic leadership roles where she has driven organizational growth and efficiency. Notably recognized for her acumen in managing cross-functional teams, she leverages analytical insights to navigate complex market dynamics effectively. With a focus on innovation and customer engagement, her contributions have been instrumental in scaling operations for high-growth companies. Nicole’s commitment to fostering collaborative environments enhances both team performance and business outcomes.
With a background in corporate finance, Nicole Goff has established herself as an influential operating executive in the tech sector. Her extensive experience spans strategic leadership roles where she has driven organizational growth and efficiency. Notably recognized for her acumen in managing cross-functional teams, she leverages analytical insights to navigate complex market dynamics effectively. With a focus on innovation and customer engagement, her contributions have been instrumental in scaling operations for high-growth companies. Nicole’s commitment to fostering collaborative environments enhances both team performance and business outcomes.
Investment Philosophy & Strategy
Opportunity identification is central to the strategic mindset shaped by Nicole Goff's diverse corporate finance and operational expertise. Her approach revolves around recognizing untapped potential within markets, especially in technology-driven sectors. By prioritizing innovation and fostering a culture of collaboration, she facilitates cross-functional synergies that not only drive efficiency but also enhance customer engagement. This focus on growth enables her to adeptly maneuver through complex market landscapes, positioning organizations for sustainable expansion while maximizing performance outcomes.
Opportunity identification is central to the strategic mindset shaped by Nicole Goff's diverse corporate finance and operational expertise. Her approach revolves around recognizing untapped potential within markets, especially in technology-driven sectors. By prioritizing innovation and fostering a culture of collaboration, she facilitates cross-functional synergies that not only drive efficiency but also enhance customer engagement. This focus on growth enables her to adeptly maneuver through complex market landscapes, positioning organizations for sustainable expansion while maximizing performance outcomes.
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:
81.23%
Gain +0.33%
Monthly
1.13%
Yearly
14.46%
Drawdown
22.62%
$497.98M
Equity
Holdings
$497.98M
Investment
$302.15M
$223.55M
Profit +$1.09M
Realized
$27.72M
Unrealized
$195.83M
Dividends
$20.58M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.33%
Profit
$1.09M
Win %
90%
This Week
Compared To Last Week
Gain
2.88%
Profit
$13.91M
Win %
90%
This Month
Compared to last month
Gain
2.88%
Profit
$13.91M
Win %
90%
This Year
Compared to last year
Gain
17.79%
Profit
$75.21M
Win %
86%
AMZN Amazon.com Inc
+15.32%
+$207,243.46 
GOOG Alphabet Inc
+6.88%
+$30,527.13 
GOOGL Alphabet Inc
+6.73%
+$57,613.08 
VIAV Viavi Solutions Inc.
+5.42%
+$19,760.01 
META Meta Platforms Inc Class A
+3.28%
+$6,771.44 
MSFT Microsoft Corp.
+3.02%
+$325,776.54 
NVDA NVIDIA Corporation
+2.93%
+$15,496.96 
GLW Corning Incorporated
+2.24%
+$7,662.87 
DAKT Daktronics Inc.
+1.49%
+$2,900 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$4,655.96 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,979.86 
VUG Vanguard Growth ETF
+1.1%
+$7,108.92 
IBM International Business Machines Corporation
+0.86%
+$3,506.72 
TSLA Tesla, Inc.
+0.76%
+$4,939.44 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,244.24 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.72%
+$1,129.87 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$8,132.86 
VOO Vanguard S&P 500 ETF
+0.71%
+$15,284.83 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$241,630.91 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$1.72M 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$37,815.48 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,605.14 
EGY Vaalco Energy Inc.
+0.57%
+$454.32 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$764.3 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$26,130.16 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,442.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,800.46 
IWD iShares Russell 1000 Value ETF
+0.44%
+$1,285.38 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+0.41%
+$575.08 
AVGO Broadcom Inc.
+0.37%
+$1,310.4 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$109,926.24 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$38,286 
JPM JPMorgan Chase & Co.
+0.27%
+$998.28 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
DFSV Dimensional US Small Cap Value ETF
0%
$0 
UIS Unisys Corporation
-8.89%
-$5,264 
AAPL Apple Inc.
-7.35%
-$234,754.48 
MU Micron Technology, Inc.
-5.9%
-$215,606.63 
CPSH CPS Technologies Corp.
-2.24%
-$1,350 
BA Boeing Company
-2.15%
-$6,068.99 
NFLX Netflix, Inc.
-2%
-$7,740.92 
NLY Annaly Capital Management, Inc.
-1.56%
-$5,684.4 
CTAS Cintas Corporation
-1.04%
-$3,408.46 
XOM Exxon Mobil Corporation
-0.97%
-$3,405.78 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$2,314.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,480.02 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$98,008.96 
SBUX Starbucks Corporation
-0.57%
-$3,864 
LLY Eli Lilly and Company
-0.53%
-$2,482.65 
VGT Vanguard Information Technology ETF
-0.38%
-$2,277.28 
VTV Vanguard Value ETF
-0.27%
-$743.98 
DUHP Dimensional US High Profitability ETF
-0.27%
-$144,277.54 
COST Costco Wholesale Corporation
-0.24%
-$3,650.23 
VB Vanguard Small-Cap ETF
-0.22%
-$565.6 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$5,853.36 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,300.33 
GNMA iShares GNMA Bond ETF
-0.12%
-$397.25 Events
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Dividends
Dividend Analysis
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| Trades 839 | Longs Won 516/839 61% | Profit Factor 25.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.8M |
| Average Win $450,881.73 | Best Trade (Aug 07) $108.34M | Sharpe Ratio -23.06 |
| Average Loss -$28,193.63 | Worst Trade (Dec 31) -$555,545.75 | Z-Score 1.47 (85.94%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 4d | Expectancy $266,446.28 |
| 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% | 0.15% | 1.7% | 14.59% |
| Consecutive Losing Trades | 17,544 | 15,789 | 14,035 | 12,281 | 10,526 | 8,772 | 7,018 | 5,263 | 3,509 | 1,754 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Nicole Goff?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional US Sustainability Core 1 ETF - $14.97M, Dimensional US Core Equity Market ETF - $12.56M, Microsoft Corp - $4.37M, Dimensional U.S. Equity Market ETF - $2.93M, and Invesco QQQ Trust, Series 1 - $2.19M. 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: Starbucks Corporation - $492,450.7, Hormel Foods Corporation - $487,404.4, Amgen Inc - $306,769.88, The Pennant Group, Inc - $294,251.53, and Canopy Growth Corporation - $287,841.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicole Goff's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.58M earned over time. The largest contributors to dividend income include Dimensional US Sustainability Core 1 ETF - $6.99M, Dimensional US Core Equity Market ETF - $2.95M, Dimensional U.S. Equity Market ETF - $1.71M, Dimensional US High Profitability ETF - $1.21M, and Dimensional International Sustainability Core 1 ETF - $1.14M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicole Goff's monthly returns?
Nicole Goff'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 Nicole Goff's strategy be considered aggressive or moderate?
Nicole Goff'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 Nicole Goff's strategy?
Nicole Goff'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.
