NG
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:
42.54%
Gain +0.37%
Monthly
0.68%
Yearly
8.46%
Drawdown
15.53%
$478.2M
Equity
Holdings
$478.2M
Investment
$302.15M
$204.66M
Profit +$2.22M
Realized
$28.61M
Unrealized
$176.05M
Dividends
$19.22M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.37%
Profit
$2.22M
Win %
88%
This Week
Compared To Last Week
Gain
-0.22%
Profit
-$1.04M
Win %
88%
This Month
Compared to last month
Gain
-0.03%
Profit
-$155,934.8
Win %
88%
This Year
Compared to last year
Gain
3.17%
Profit
$15.76M
Win %
87%
VIAV Viavi Solutions Inc.
+6.41%
+$33,488 
NOK Nokia Corporation Sponsored ADR
+5%
+$10,776.63 
JPM JPMorgan Chase & Co.
+2.3%
+$7,667.65 
TSLA Tesla, Inc.
+1.88%
+$15,707.99 
GLW Corning Incorporated
+1.62%
+$7,232.94 
UIS Unisys Corporation
+1.32%
+$940 
DFSV Dimensional US Small Cap Value ETF
+1.17%
+$295,884.45 
ERIC Telefonaktiebolaget LM Ericsson American Depositary Shares
+1.15%
+$2,012.78 
IWD iShares Russell 1000 Value ETF
+1.02%
+$2,831.31 
VTV Vanguard Value ETF
+0.94%
+$2,553.52 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$5,748.93 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$4,655.01 
SBUX Starbucks Corporation
+0.74%
+$4,894.4 
VB Vanguard Small-Cap ETF
+0.73%
+$1,842.54 
COST Costco Wholesale Corporation
+0.72%
+$11,190.99 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$206,111.7 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$38,156.16 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$1,672 
DFAU Dimensional US Core Equity Market ETF
+0.61%
+$28,929.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$4,329.41 
VGT Vanguard Information Technology ETF
+0.6%
+$3,707.2 
VOO Vanguard S&P 500 ETF
+0.58%
+$12,359.91 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$6,442.27 
GOOGL Alphabet Inc
+0.56%
+$5,128.03 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.55%
+$70,269.14 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$189,852.52 
GOOG Alphabet Inc
+0.46%
+$2,179.56 
DFSU Dimensional US Sustainability Core 1 ETF
+0.46%
+$1.15M 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$1,463.7 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.42%
+$11,340.89 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$1,162.26 
DUHP Dimensional US High Profitability ETF
+0.39%
+$209,858.24 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$787.25 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+0.34%
+$532.65 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$49,004.48 
XOM Exxon Mobil Corporation
+0.29%
+$946.03 
VUG Vanguard Growth ETF
+0.22%
+$1,452.36 
NVDA NVIDIA Corporation
+0.18%
+$1,004.18 
MSFT Microsoft Corp.
+0.13%
+$12,437.88 
EGY Vaalco Energy Inc.
+0.09%
+$75.72 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$526.2 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$49.78 
CPSH CPS Technologies Corp.
-8.5%
-$10,950 
CTAS Cintas Corporation
-3.08%
-$8,836.8 
DAKT Daktronics Inc.
-2.92%
-$6,100 
LLY Eli Lilly and Company
-2.41%
-$11,321.75 
AAPL Apple Inc.
-1.52%
-$43,083 
MU Micron Technology, Inc.
-1.42%
-$59,236.56 
AMZN Amazon.com Inc
-1.23%
-$17,002.24 
NFLX Netflix, Inc.
-1.14%
-$4,930.86 
BA Boeing Company
-1.13%
-$3,200.25 
IBM International Business Machines Corporation
-0.97%
-$4,902.14 
AVGO Broadcom Inc.
-0.94%
-$3,294.21 
GNMA iShares GNMA Bond ETF
-0.29%
-$1,016.17 
META Meta Platforms Inc Class A
-0.23%
-$497.9 
NLY Annaly Capital Management, Inc.
-0.07%
-$236.85 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$56.87 Events
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Dividends
Dividend Analysis
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| Trades 839 | Longs Won 495/839 58% | Profit Factor 25.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.41M |
| Average Win $430,522.82 | Best Trade (Jun 12) $98.06M | Sharpe Ratio -7.03 |
| Average Loss -$24,572.59 | Worst Trade (Dec 31) -$555,545.75 | Z-Score -3.67 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3d | Expectancy $243,928.28 |
| 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% | 0.08% | 1.17% | 12.24% |
| Consecutive Losing Trades | 19,608 | 17,647 | 15,686 | 13,725 | 11,765 | 9,804 | 7,843 | 5,882 | 3,922 | 1,961 |
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Returns
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