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Natasha Newbold Portfolio
Invests via FIFTHDELTA Ltd | Managed by Niall O'Keeffe, Tio Chaharbaghi
Invests via FIFTHDELTA Ltd
Managed by Niall O'Keeffe, Tio Chaharbaghi
Automatically Tracked
Natasha Newbold Profile
With a dynamic career in the venture capital landscape, Natasha Newbold has established herself as a prominent investor-operator focused on emerging technology companies. She combines her robust operational insights with strategic investment acumen, actively participating in identifying and nurturing high-potential startups. Known for her ability to bridge technical expertise with business strategy, she provides invaluable mentorship to entrepreneurs navigating growth challenges. Her background encompasses leadership roles in both corporate environments and startup ecosystems, contributing to significant advancements in product development and market penetration strategies. Newbold's unique blend of skills enables her to leverage opportunities within competitive sectors effectively.
With a dynamic career in the venture capital landscape, Natasha Newbold has established herself as a prominent investor-operator focused on emerging technology companies. She combines her robust operational insights with strategic investment acumen, actively participating in identifying and nurturing high-potential startups. Known for her ability to bridge technical expertise with business strategy, she provides invaluable mentorship to entrepreneurs navigating growth challenges. Her background encompasses leadership roles in both corporate environments and startup ecosystems, contributing to significant advancements in product development and market penetration strategies. Newbold's unique blend of skills enables her to leverage opportunities within competitive sectors effectively.
Investment Philosophy & Strategy
Growth dynamics within the technology sector inform Natasha Newbold's investment philosophy, where she actively seeks opportunities that harness innovation and scalability. With a foundation in operational excellence, her approach to investing prioritizes hands-on engagement with entrepreneurs, facilitating their journey from concept to commercialization. Emphasizing strong leadership and market insight, she navigates competitive landscapes by identifying unique value propositions among early-stage companies. Her strategic focus allows for an agile response to evolving trends, driving significant outcomes through well-timed investments in transformative ideas.
Growth dynamics within the technology sector inform Natasha Newbold's investment philosophy, where she actively seeks opportunities that harness innovation and scalability. With a foundation in operational excellence, her approach to investing prioritizes hands-on engagement with entrepreneurs, facilitating their journey from concept to commercialization. Emphasizing strong leadership and market insight, she navigates competitive landscapes by identifying unique value propositions among early-stage companies. Her strategic focus allows for an agile response to evolving trends, driving significant outcomes through well-timed investments in transformative ideas.
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:
17.89%
Gain +1.06%
Monthly
-0.42%
Yearly
-4.91%
Drawdown
50.43%
$840.9M
Equity
Holdings
$840.9M
Investment
$767.99M
-$242.02M
Profit +$7.7M
Realized
-$314.93M
Unrealized
$72.91M
Dividends
$34.8M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.06%
Profit
$7.7M
Win %
75%
This Week
Compared To Last Week
Gain
2.32%
Profit
$19.08M
Win %
75%
This Month
Compared to last month
Gain
5.48%
Profit
$43.65M
Win %
75%
This Year
Compared to last year
Gain
7.25%
Profit
$56.85M
Win %
75%
HOG Harley-Davidson Inc.
+7.24%
+$8.22M 
ADI Analog Devices, Inc.
0%
+$0.84 
ALLE Allegion plc
0%
$0 
APH Amphenol Corporation
0%
$0 
AXTA Axalta Coating Systems Ltd.
0%
$0 
GM General Motors Company
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
TEL TE Connectivity plc
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VC Visteon Corporation
0%
$0 
ALSN Allison Transmission Holdings Inc.
-0.55%
-$517,122.32 Events
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Dividends
Dividend Analysis
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| Trades 211 | Longs Won 85/211 40% | Profit Factor 0.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $8.55M |
| Average Win $4.83M | Best Trade (Sep 29) $37.15M | Sharpe Ratio -8.93 |
| Average Loss -$5.18M | Worst Trade (Mar 31) -$46.68M | Z-Score -2.73 (100%) |
| Commissions $0 | Avg. Trade Length 8m 2w 2d | Expectancy -$1.15M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | - | - | - | - | - | - | - | - | - | - |
| Consecutive Losing Trades | 162 | 146 | 130 | 114 | 97 | 81 | 65 | 49 | 32 | 16 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| ADI Analog Devices, Inc. | 84,400 | $33.52M | $32.45M | - | -$1.08M | -3.21% | 0.0 |
| ALLE Allegion plc | 633,615 | $90.22M | $105.25M | - | $15.02M | 16.65% | 0.0 |
| ALSN Allison Transmission Holdings Inc. | 760,474 | $78.87M | $93.48M | - | $14.61M | 18.53% | -0.55% |
| APH Amphenol Corporation | 485,552 | $85.61M | $82.52M | - | -$3.09M | -3.61% | 0.0 |
| AXTA Axalta Coating Systems Ltd. | 3.49M | $107.49M | $130.29M | - | $22.8M | 21.21% | 0.0 |
| GM General Motors Company | 362,700 | $27.96M | $31.47M | - | $3.51M | 12.56% | 0.0 |
| HOG Harley-Davidson Inc. | 4.37M | $98.03M | $121.76M | - | $23.73M | 24.21% | +7.239% |
| OTIS Otis Worldwide Corporation | 981,190 | $84.99M | $72.58M | - | -$12.41M | -14.61% | 0.0 |
| TEL TE Connectivity plc | 581,596 | $121.06M | $124.58M | - | $3.52M | 2.91% | 0.0 |
| TSMWF Taiwan Semiconductor Manufacturing Company Limited | 159,486 | $2.75M | $2.75M | - | $1.59 | - | 0.0 |
| VC Visteon Corporation | 411,443 | $37.49M | $43.77M | - | $6.29M | 16.77% | 0.0 |
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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 Natasha Newbold?
The largest contributions to the portfolio's profits come from the following stocks: ON Semiconductor Corporation - $88.72M, General Motors Company - $37.34M, Phinia Inc - $32.34M, Cummins Inc - $30.65M, and KLA Corporation - $19.1M. 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: BlackBerry Ltd - $93.43M, Xpeng Inc - $92.61M, Fisker Inc - $63.39M, QUALCOMM Incorporated - $36.53M, and Micron Technology, Inc - $35.97M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Natasha Newbold's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.8M earned over time. The largest contributors to dividend income include QUALCOMM Incorporated - $7.33M, Huntsman Corporation - $5.18M, Dow Inc - $4.39M, Cummins Inc - $2.15M, and Otis Worldwide Corporation - $1.75M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Natasha Newbold's monthly returns?
Natasha Newbold's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Natasha Newbold's strategy be considered aggressive or moderate?
Natasha Newbold's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Natasha Newbold's strategy?
Natasha Newbold's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
