NBY
Nicholas B. Yeomans Portfolio
Invests via Yeomans Consulting Group, Inc. | Managed by Nicholas B. Yeomans, Randall J. Yeomans
Invests via Yeomans Consulting Group, Inc.
Managed by Nicholas B. Yeomans, Randall J. Yeomans
Automatically Tracked
Nicholas B. Yeomans Profile
Veteran investment executive focused on private markets and strategic capital deployment, Nicholas B. Yeomans combines operational finance and deal-sourcing experience across growth and buyout situations. He has overseen portfolio construction, due diligence and LP relations at mid-sized asset managers and family offices, with emphasis on sector workstreams and exit strategy. Known for disciplined valuation and portfolio governance approaches aligned to institutional investors.
Veteran investment executive focused on private markets and strategic capital deployment, Nicholas B. Yeomans combines operational finance and deal-sourcing experience across growth and buyout situations. He has overseen portfolio construction, due diligence and LP relations at mid-sized asset managers and family offices, with emphasis on sector workstreams and exit strategy. Known for disciplined valuation and portfolio governance approaches aligned to institutional investors.
Investment Philosophy & Strategy
Seasoned private-markets investor who prioritizes disciplined, valuation-driven deployment across growth and buyout situations, balancing active portfolio construction with clear exit pathways. Emphasizes sector-focused sourcing and deep due diligence to identify asymmetric risk/reward, using operational finance insights to optimize capital structure and drive EBITDA expansion. Prefers concentrated conviction positions with staged capital tranches, LP-aligned governance, and defined downside protections. Time horizon is multi-year, value-creation oriented; decision-making blends quantitative valuation thresholds with operational playbooks and scenario-based stress testing.
Seasoned private-markets investor who prioritizes disciplined, valuation-driven deployment across growth and buyout situations, balancing active portfolio construction with clear exit pathways. Emphasizes sector-focused sourcing and deep due diligence to identify asymmetric risk/reward, using operational finance insights to optimize capital structure and drive EBITDA expansion. Prefers concentrated conviction positions with staged capital tranches, LP-aligned governance, and defined downside protections. Time horizon is multi-year, value-creation oriented; decision-making blends quantitative valuation thresholds with operational playbooks and scenario-based stress testing.
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:
45.3%
Gain +0.59%
Monthly
1.12%
Yearly
14.34%
Drawdown
14.66%
$370.84M
Equity
Holdings
$370.84M
Investment
$311.29M
$93.83M
Profit +$1.71M
Realized
$34.28M
Unrealized
$59.55M
Dividends
$15.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.59%
Profit
$1.71M
Win %
69%
This Week
Compared To Last Week
Gain
-1.11%
Profit
-$4.15M
Win %
69%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.56M
Win %
69%
This Year
Compared to last year
Gain
8.66%
Profit
$29.56M
Win %
69%
ASTS AST SpaceMobile, Inc.
+6.51%
+$19,884.78 
APP AppLovin Corporation Class A Common Stock
+6.43%
+$21,087.5 
SOFI SoFi Technologies, Inc.
+6.05%
+$11,330.5 
JMIA Jumia Technologies AG
+5.01%
+$8,346.2 
MP MP Materials Corp.
+4.05%
+$10,502.46 
HD The Home Depot, Inc.
+3.87%
+$55,993.93 
LLY Eli Lilly and Company
+3.84%
+$9,181.26 
LOW Lowe's Companies Inc.
+3.55%
+$7,753.71 
NEM Newmont Corporation
+3.43%
+$17,606.51 
BNY BlackRock New York Municipal Income Trust
+3.18%
+$14,708.75 
NFLX Netflix, Inc.
+3.15%
+$9,423.9 
HOOD Robinhood Markets, Inc.
+2.99%
+$10,545.83 
YUM Yum! Brands, Inc.
+2.67%
+$5,570.32 
AU AngloGold Ashanti plc
+2.54%
+$9,634.38 
IBM International Business Machines Corporation
+2.44%
+$11,438.55 
MA Mastercard Incorporated
+2.29%
+$5,534 
V Visa Inc. Class A
+2.24%
+$5,437.4 
IYH iShares U.S. Healthcare ETF
+2.16%
+$31,538.38 
UPS United Parcel Service, Inc.
+1.96%
+$4,741.36 
TFC Truist Financial Corporation
+1.77%
+$3,666.78 
IWC iShares Micro-Cap ETF
+1.65%
+$192,815.02 
IAU iShares Gold Trust
+1.64%
+$417,611.88 
MU Micron Technology, Inc.
+1.63%
+$45,312.55 
EFAV iShares MSCI EAFE Min Vol Factor ETF
+1.62%
+$123,787.5 
WMT Walmart Inc.
+1.56%
+$3,453.48 
T AT&T Inc.
+1.52%
+$4,535.31 
GE General Electric Company
+1.5%
+$8,923.51 
MSFT Microsoft Corp.
+1.26%
+$24,328.95 
INSM Insmed Inc.
+1.25%
+$2,282.62 
GS The Goldman Sachs Group, Inc.
+1.19%
+$4,744.31 
VOT Vanguard Mid-Cap Growth ETF
+1.18%
+$3,163.5 
HYD VanEck High Yield Muni ETF
+1.16%
+$13,681.92 
SEIQ SEI Enhanced US Large Cap Quality Mutual Fund
+1.1%
+$50,791.49 
DIHP Dimensional International High Profitability Portfolio
+1.08%
+$42,305.32 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+1%
+$12,059.5 
SEIV SEI Enhanced U.S. Large Cap Value Fund
+1%
+$42,283.39 
BLTE Belite Bio, Inc.
+0.96%
+$3,502.54 
EFA iShares MSCI EAFE ETF
+0.93%
+$153,004.95 
MPWR Monolithic Power Systems, Inc.
+0.92%
+$4,681.29 
EFV iShares MSCI EAFE Value ETF
+0.91%
+$156,590.5 
USMV iShares MSCI USA Min Vol Factor ETF
+0.9%
+$36,107.89 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.79%
+$18,518.43 
VOE Vanguard Mid-Cap Value ETF
+0.78%
+$2,723.67 
DVY iShares Select Dividend ETF
+0.75%
+$17,972.58 
VTEB Vanguard Tax-Exempt Bond ETF
+0.73%
+$108,841.25 
DFUV Dimensional US Marketwide Value ETF
+0.66%
+$40,903.72 
DISV Dimensional International Small Cap Equity Fund
+0.65%
+$38,574.8 
VWOB Vanguard Emerging Markets Government Bond Fund
+0.62%
+$42,426.95 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$14,468.98 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$106,515.95 
PH Parker-Hannifin Corporation
+0.57%
+$1,279.98 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.55%
+$3,985.82 
VPLS Vanguard Core-Plus Bond ETF
+0.52%
+$3,146.94 
TEL TE Connectivity plc
+0.52%
+$1,917.31 
GOOGL Alphabet Inc
+0.5%
+$9,653.46 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
+0.49%
+$1,375.87 
DFIP Dimensional Inflation-Protected Securities ETF
+0.48%
+$11,347.18 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$20,829.36 
GOOG Alphabet Inc
+0.46%
+$1,588.18 
AMZN Amazon.com Inc
+0.39%
+$3,280.05 
SPY SPDR S&P 500 ETF Trust
+0.36%
+$6,759.25 
ALB Albemarle Corporation
+0.34%
+$1,007.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.33%
+$119,262.6 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.33%
+$1,622.55 
BNDX Vanguard Total International Bond ETF
+0.31%
+$59,067.35 
MMM 3M Company
+0.29%
+$649.53 
SUB iShares Short-Term National Muni Bond ETF
+0.27%
+$13,986.09 
KO The Coca-Cola Company
+0.23%
+$14,822.53 
DB Deutsche Bank AG
+0.2%
+$634.34 
IGBH iShares Interest Rate Hedged Long-Term Corporate Bond ETF
+0.16%
+$6,723.47 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.15%
+$11,286.91 
IDU iShares U.S. Utilities ETF
+0.1%
+$1,274.46 
META Meta Platforms Inc Class A
+0.08%
+$458.22 
VUG Vanguard Growth ETF
+0.07%
+$159.12 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$256.7 
QQQ Invesco QQQ Trust, Series 1
+0.02%
+$5,343.46 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$445.47 
SEIM SEI Enhanced U.S. Large Cap Momentum Fund
+0.01%
+$1,837.17 
WBD Warner Bros. Discovery, Inc.
0%
$0 
COHR Coherent Corp.
-5.05%
-$31,760.42 
TER Teradyne, Inc.
-4.46%
-$35,453.39 
VRT Vertiv Holdings Co
-3.83%
-$19,502.47 
STX Seagate Technology Holdings plc
-3.68%
-$36,053.73 
CSCO Cisco Systems, Inc.
-3.57%
-$28,267.4 
LRCX Lam Research Corporation
-3.04%
-$22,262.79 
LITE Lumentum Holdings Inc.
-2.83%
-$29,447.18 
WDC Western Digital Corporation
-2.52%
-$22,331.72 
GLW Corning Incorporated
-2.32%
-$15,584.82 
KLAC KLA Corporation
-2.28%
-$27,540 
CAN Canaan Inc.
-2.27%
-$2,709.85 
SQM Quimica y Minera Chilena S.A. ADR
-1.75%
-$5,810.4 
NVDA NVIDIA Corporation
-1.68%
-$21,545.4 
XOM Exxon Mobil Corporation
-1.6%
-$9,187.4 
IYZ iShares U.S. Telecommunications ETF
-1.5%
-$24,198.7 
CIEN Ciena Corporation
-1.5%
-$10,472.79 
CVX Chevron Corporation
-1.49%
-$5,966.39 
INTC Intel Corporation
-1.48%
-$14,995.9 
APH Amphenol Corporation
-1.4%
-$13,205.44 
CAT Caterpillar Inc.
-1.28%
-$7,282.32 
DEHP Dimensional Emerging Markets High Profitability ETF
-1.11%
-$25,432.5 
TSLA Tesla, Inc.
-0.96%
-$6,573.78 
AMD Advanced Micro Devices, Inc.
-0.88%
-$11,693.34 
EEM iShares MSCI Emerging Markets ETF
-0.75%
-$138,359.83 
IEMG iShares Core MSCI Emerging Markets ETF
-0.73%
-$14,040.35 
AVGO Broadcom Inc.
-0.57%
-$5,253.6 
XLK State Street Technology Select Sector SPDR ETF
-0.57%
-$4,427.54 
SO The Southern Company
-0.31%
-$2,034.2 
IYW iShares U.S. Technology ETF
-0.24%
-$4,015.4 
PLTR Palantir Technologies Inc.
-0.23%
-$1,129.88 
JPM JPMorgan Chase & Co.
-0.15%
-$665.77 
AAPL Apple Inc.
-0.08%
-$2,155.84 
COST Costco Wholesale Corporation
-0.07%
-$252.34 
FSLR First Solar, Inc.
-0.02%
-$44.97 Events
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Dividends
Dividend Analysis
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| Trades 779 | Longs Won 545/779 69% | Profit Factor 6.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $508,010.86 |
| Average Win $203,586.48 | Best Trade (Oct 15) $6.25M | Sharpe Ratio -13.44 |
| Average Loss -$73,163.61 | Worst Trade (Mar 31) -$3.37M | Z-Score 1.03 (69.73%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $120,454.88 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 5,076 | 4,569 | 4,061 | 3,553 | 3,046 | 2,538 | 2,030 | 1,523 | 1,015 | 508 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,292 | $1.64M | $2.84M | - | $1.2M | 73.03% | -0.076% |
| ALB Albemarle Corporation | 3,052 | $431,675 | $300,011.6 | - | -$131,663.4 | -30.5% | +0.337% |
| AMD Advanced Micro Devices, Inc. | 2,334 | $499,849 | $1.32M | - | $820,751.54 | 164.2% | -0.878% |
| AMZN Amazon.com Inc | 3,347 | $556,608.38 | $853,685.82 | - | $297,077.44 | 53.37% | +0.386% |
| APH Amphenol Corporation | 11,384 | $277,177.63 | $928,137.52 | - | $650,959.89 | 234.85% | -1.403% |
| APP AppLovin Corporation Class A Common Stock | 1,250 | $593,540.52 | $348,825 | - | -$244,715.52 | -41.23% | +6.434% |
| ASTS AST SpaceMobile, Inc. | 7,244 | $380,898.91 | $325,146.94 | - | -$55,751.97 | -14.64% | +6.514% |
| AU AngloGold Ashanti plc | 4,263 | $363,549 | $388,359.3 | - | $24,810.3 | 6.82% | +2.544% |
| AVGO Broadcom Inc. | 2,640 | $699,875.62 | $908,846.4 | - | $208,970.78 | 29.86% | -0.575% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 44,547 | $4.07M | $4.08M | - | $6,681.91 | 0.16% | +0.011% |
| BLTE Belite Bio, Inc. | 2,399 | $383,744 | $369,877.82 | - | -$13,866.18 | -3.61% | +0.956% |
| BND Vanguard Total Bond Market Index Fund | 259,795 | $19.24M | $18.4M | - | -$846,932.04 | -4.4% | +0.582% |
| BNDX Vanguard Total International Bond ETF | 407,361 | $19.68M | $19.23M | - | -$458,281.62 | -2.33% | +0.308% |
| BNY BlackRock New York Municipal Income Trust | 3,362 | $284,851.94 | $477,471.24 | - | $192,619.3 | 67.62% | +3.178% |
| BRK-B Berkshire Hathaway Inc. | 755 | $277,819.73 | $397,650.95 | - | $119,831.22 | 43.13% | +0.065% |
| CAN Canaan Inc. | 463,223 | $319,624.01 | $116,801.68 | - | -$202,822.33 | -63.46% | -2.267% |
| CAT Caterpillar Inc. | 757 | $433,663 | $559,695.52 | - | $126,032.52 | 29.06% | -1.284% |
| CIEN Ciena Corporation | 1,943 | $454,409 | $688,230.03 | - | $233,821.03 | 51.46% | -1.499% |
| COHR Coherent Corp. | 2,388 | $440,753 | $597,047.76 | - | $156,294.76 | 35.46% | -5.051% |
| COST Costco Wholesale Corporation | 341 | $267,355.08 | $334,609.66 | - | $67,254.58 | 25.16% | -0.075% |
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FAQ
Which stocks have generated the highest profits for Nicholas B. Yeomans?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Growth ETF - $5.23M, SPDR S&P 500 ETF Trust - $4.92M, Invesco QQQ Trust, Series 1 - $4.37M, ISHARES S&P 500 GROWTH ETF (3IS8) - $3.56M, and iShares Gold Trust - $2.85M. 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: Brandywine Realty Trust - $2.94M, Pacer US Small Cap Cash Cows 100 ETF - $2.39M, Vanguard Extended Market ETF - $1.31M, Tesla, Inc - $350,993.84, and Oracle Corporation - $294,078.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas B. Yeomans's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.88M earned over time. The largest contributors to dividend income include Invesco Senior Loan ETF - $1.66M, iShares Interest Rate Hedged Long-Term Corporate Bond ETF - $1.64M, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $894,006.63, Vanguard Tax-Exempt Bond ETF - $711,028.63, and iShares MSCI EAFE Min Vol Factor ETF - $565,964.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas B. Yeomans's monthly returns?
Nicholas B. Yeomans's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nicholas B. Yeomans's strategy be considered aggressive or moderate?
Nicholas B. Yeomans's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nicholas B. Yeomans's strategy?
Nicholas B. Yeomans's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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