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:
95.87%
Gain +1.01%
Monthly
1.11%
Yearly
14.22%
Drawdown
22.62%
$530.99M
Equity
Holdings
$530.99M
Investment
$331.85M
$227.11M
Profit +$3.75M
Realized
$27.96M
Unrealized
$199.14M
Dividends
$21.84M
Goals
Avg. 91.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.01%
Profit
$3.75M
Win %
81%
This Week
Compared To Last Week
Gain
1.35%
Profit
$7.09M
Win %
81%
This Month
Compared to last month
Gain
1.16%
Profit
$6.08M
Win %
81%
This Year
Compared to last year
Gain
4.17%
Profit
$21.23M
Win %
79%
NOK Nokia Corporation Sponsored ADR
+5.54%
+$8,689.14 
GLW Corning Incorporated
+5.53%
+$21,891.24 
AVGO Broadcom Inc.
+4.17%
+$16,748.91 
CSCO Cisco Systems, Inc.
+2.27%
+$6,097.92 
CDNS Cadence Design Systems, Inc.
+2.02%
+$25,668.26 
LOW Lowe's Companies Inc.
+1.97%
+$23,143.65 
LLY Eli Lilly and Company
+1.76%
+$10,230.9 
AMZN Amazon.com Inc
+1.7%
+$46,213.2 
HD The Home Depot, Inc.
+1.69%
+$2,860.77 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.68%
+$2,178.84 
PLTR Palantir Technologies Inc.
+1.51%
+$5,869.35 
MSFT Microsoft Corp.
+1.42%
+$242,011.08 
SBUX Starbucks Corporation
+1.36%
+$28,629.76 
WMT Walmart Inc.
+1.28%
+$3,640.91 
UIS Unisys Corporation
+1.08%
+$470 
GE General Electric Company
+1.06%
+$2,024.46 
NVDA NVIDIA Corporation
+1.06%
+$10,021.29 
VOOG Vanguard S&P 500 Growth ETF
+1.03%
+$3,169.8 
IWF iShares Russell 1000 Growth ETF
+1%
+$9,628.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.98%
+$3,432.93 
VUG Vanguard Growth ETF
+0.94%
+$7,827.41 
XLK State Street Technology Select Sector SPDR ETF
+0.93%
+$6,634.66 
VGT Vanguard Information Technology ETF
+0.91%
+$6,252.48 
VIAV Viavi Solutions Inc.
+0.84%
+$4,113.2 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.83%
+$8,189.97 
IVV iShares Core S&P 500 ETF
+0.82%
+$2,249.91 
DFUS Dimensional U.S. Equity Market ETF
+0.82%
+$311,534.45 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.82%
+$2,312.88 
DFSU Dimensional US Sustainability Core 1 ETF
+0.81%
+$2.14M 
EFV iShares MSCI EAFE Value ETF
+0.8%
+$1,716.87 
SPY SPDR S&P 500 ETF Trust
+0.79%
+$13,472.83 
VOO Vanguard S&P 500 ETF
+0.78%
+$16,511.69 
QQQ Invesco QQQ Trust, Series 1
+0.76%
+$56,804.36 
IWR iShares Russell Mid-Cap ETF
+0.75%
+$1,671.57 
DFAU Dimensional US Core Equity Market ETF
+0.71%
+$33,234.79 
MO Altria Group, Inc.
+0.71%
+$1,377.12 
COST Costco Wholesale Corporation
+0.69%
+$10,950.98 
IWD iShares Russell 1000 Value ETF
+0.69%
+$2,168.05 
CTAS Cintas Corporation
+0.68%
+$2,086.79 
VTV Vanguard Value ETF
+0.67%
+$1,935.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.65%
+$4,068 
MPLX MPLX LP
+0.64%
+$3,686.86 
KEYS Keysight Technologies, Inc.
+0.64%
+$1,615.27 
XOM Exxon Mobil Corporation
+0.62%
+$3,836.7 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.61%
+$191,458.58 
VBK Vanguard Small-Cap Growth ETF
+0.58%
+$1,167.25 
JNJ Johnson & Johnson
+0.57%
+$1,425.61 
EFG iShares MSCI EAFE Growth ETF
+0.57%
+$1,712.5 
PM Philip Morris International Inc.
+0.56%
+$2,173 
DUHP Dimensional US High Profitability ETF
+0.55%
+$309,625.9 
BRK-B Berkshire Hathaway Inc.
+0.54%
+$6,537.64 
IBM International Business Machines Corporation
+0.54%
+$2,962.41 
VB Vanguard Small-Cap ETF
+0.54%
+$1,605.24 
DFSI Dimensional International Sustainability Core 1 ETF
+0.53%
+$83,871.84 
GOOGL Alphabet Inc
+0.5%
+$5,130.43 
TSLA Tesla, Inc.
+0.46%
+$3,150.21 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.44%
+$11,944.84 
EGY Vaalco Energy Inc.
+0.43%
+$378.6 
GNMA iShares GNMA Bond ETF
+0.37%
+$1,232.74 
DAKT Daktronics Inc.
+0.28%
+$500 
GOOG Alphabet Inc
+0.26%
+$1,645.89 
DFSV Dimensional US Small Cap Value ETF
+0.26%
+$65,734.7 
MSI Motorola Solutions, Inc.
+0.22%
+$590.04 
NLY Annaly Capital Management, Inc.
+0.19%
+$552.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.15%
+$334.62 
MU Micron Technology, Inc.
+0.09%
+$4,009.5 
AES AES Corporation
+0.07%
+$1,829.25 
AAPL Apple Inc.
+0.07%
+$7,046.73 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$165.08 
META Meta Platforms Inc Class A
+0.01%
+$19.82 
Events
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Dividends
Dividend Analysis
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| Trades 908 | Longs Won 551/908 60% | Profit Factor 23.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.63M |
| Average Win $430,255.58 | Best Trade (Aug 14) $110.87M | Sharpe Ratio -36.69 |
| Average Loss -$27,914.63 | Worst Trade (Dec 31) -$555,545.75 | Z-Score 1.89 (94.18%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3d | Expectancy $250,115.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.08% | 1.14% | 12.07% |
| Consecutive Losing Trades | 18,868 | 16,981 | 15,094 | 13,208 | 11,321 | 9,434 | 7,547 | 5,660 | 3,774 | 1,887 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 32,654 | $9.28M | $10.88M | - | $1.6M | 17.2% | +0.065% |
| AES AES Corporation | 182,925 | $2.68M | $2.73M | - | $45,731.25 | 1.71% | +0.067% |
| AMZN Amazon.com Inc | 10,800 | $2.35M | $2.76M | - | $411,455.77 | 17.51% | +1.702% |
| AVGO Broadcom Inc. | 1,107 | $379,671.4 | $418,047.48 | - | $38,376.08 | 10.11% | +4.174% |
 BA Boeing Company | 1,640 | $298,438.98 | $313,863.2 | - | $15,424.22 | 5.17% | -0.695% |
| BRK-B Berkshire Hathaway Inc. | 2,386 | $1.19M | $1.21M | - | $15,771.46 | 1.32% | +0.543% |
| BSCQ Invesco BulletShares 2026 Corporate Bond ETF | 16,508 | $331,077.33 | $322,483.78 | - | -$8,593.55 | -2.6% | +0.051% |
| CDNS Cadence Design Systems, Inc. | 3,595 | $1.35M | $1.3M | - | -$52,846.54 | -3.92% | +2.02% |
| COST Costco Wholesale Corporation | 1,706 | $1.57M | $1.59M | - | $11,570.23 | 0.73% | +0.695% |
| CSCO Cisco Systems, Inc. | 2,382 | $279,789.72 | $274,835.16 | - | -$4,954.56 | -1.77% | +2.269% |
| CTAS Cintas Corporation | 1,569 | $295,081.83 | $308,669.37 | - | $13,587.54 | 4.6% | +0.681% |
| DAKT Daktronics Inc. | 10,000 | $209,200 | $178,500 | - | -$30,700 | -14.67% | +0.281% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 696,213 | $21.93M | $31.71M | - | $9.78M | 44.57% | +0.607% |
| DFAU Dimensional US Core Equity Market ETF | 87,483 | $2.52M | $4.69M | - | $2.17M | 86.26% | +0.713% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 72,393 | $1.89M | $2.72M | - | $837,614.84 | 44.43% | +0.441% |
 DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | 256,769 | $8.24M | $12.67M | - | $4.43M | 53.78% | -0.524% |
| DFSI Dimensional International Sustainability Core 1 ETF | 349,466 | $10.52M | $15.87M | - | $5.35M | 50.83% | +0.531% |
| DFSU Dimensional US Sustainability Core 1 ETF | 5.48M | $148.2M | $264.71M | - | $116.51M | 78.62% | +0.814% |
| DFSV Dimensional US Small Cap Value ETF | 658,005 | $16.81M | $25.33M | - | $8.51M | 50.62% | +0.26% |
| DFUS Dimensional U.S. Equity Market ETF | 448,251 | $21.41M | $38.18M | - | $16.78M | 78.35% | +0.823% |
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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 - $15.54M, Dimensional US Core Equity Market ETF - $12.71M, Microsoft Corp - $4.4M, Dimensional U.S. Equity Market ETF - $3.02M, 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 - $478,583.16, Hormel Foods Corporation - $478,003.45, 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 $21.84M earned over time. The largest contributors to dividend income include Dimensional US Sustainability Core 1 ETF - $7.56M, Dimensional US Core Equity Market ETF - $2.96M, Dimensional U.S. Equity Market ETF - $1.8M, Dimensional US High Profitability ETF - $1.32M, and Dimensional International Sustainability Core 1 ETF - $1.2M. 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.
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