BPN
Brent P. Nicks Portfolio
Invests via Strategic Planning Inc. | Managed by Strategic Planning Inc., Stanley R. Edgell
Invests via Strategic Planning Inc.
Managed by Strategic Planning Inc., Stanley R. Edgell
Automatically Tracked
Brent P. Nicks Profile
Brent P. Nicks is a seasoned operating executive with a notable career in the financial services sector, particularly focusing on enhancing corporate performance through strategic leadership. His extensive experience encompasses guiding organizations through transformational initiatives and fostering innovation to drive growth. Nicks has played pivotal roles in elevating business operations within diverse markets, building strong teams to support organizational objectives. Renowned for his ability to streamline processes and cultivate relationships with key stakeholders, he remains influential within industry circles. With an educational background emphasizing business management, his insights continue to shape effective operational strategies that resonate throughout the finance landscape.
Brent P. Nicks is a seasoned operating executive with a notable career in the financial services sector, particularly focusing on enhancing corporate performance through strategic leadership. His extensive experience encompasses guiding organizations through transformational initiatives and fostering innovation to drive growth. Nicks has played pivotal roles in elevating business operations within diverse markets, building strong teams to support organizational objectives. Renowned for his ability to streamline processes and cultivate relationships with key stakeholders, he remains influential within industry circles. With an educational background emphasizing business management, his insights continue to shape effective operational strategies that resonate throughout the finance landscape.
Investment Philosophy & Strategy
Opportunities in the financial sector often pivot on operational excellence and strategic foresight. Brent P. Nicks leverages his extensive background to identify areas ripe for innovation and performance enhancement. With a proven track record of driving transformational projects, he places emphasis on cultivating agile organizational frameworks that adapt to market dynamics. His leadership style is characterized by collaboration and stakeholder engagement, enabling efficient execution of growth initiatives. By prioritizing process optimization, he ensures sustained progress within competitive landscapes while fostering robust team development across various functions.
Opportunities in the financial sector often pivot on operational excellence and strategic foresight. Brent P. Nicks leverages his extensive background to identify areas ripe for innovation and performance enhancement. With a proven track record of driving transformational projects, he places emphasis on cultivating agile organizational frameworks that adapt to market dynamics. His leadership style is characterized by collaboration and stakeholder engagement, enabling efficient execution of growth initiatives. By prioritizing process optimization, he ensures sustained progress within competitive landscapes while fostering robust team development across various functions.
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:
30.56%
Gain +0.2%
Monthly
1.7%
Yearly
22.48%
Drawdown
13.53%
$217.34M
Equity
Holdings
$217.34M
Investment
$173.76M
$50.25M
Profit +$538,485.55
Realized
$6.68M
Unrealized
$43.58M
Dividends
$6.36M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$538,485.55
Win %
75%
This Week
Compared To Last Week
Gain
-1.58%
Profit
-$3.48M
Win %
75%
This Month
Compared to last month
Gain
3.87%
Profit
$8.09M
Win %
75%
This Year
Compared to last year
Gain
11.01%
Profit
$21.56M
Win %
76%
MSFT Microsoft Corp.
+2.1%
+$265,911.88 
WDAY Workday Inc.
+1.91%
+$125,331.92 
GEV GE Vernova Inc.
+1.91%
+$20,502.75 
GOOG Alphabet Inc
+1.87%
+$119,980.63 
DOW Dow Inc.
+1.85%
+$287,864.07 
AMZN Amazon.com Inc
+1.12%
+$319,959.93 
XOM Exxon Mobil Corporation
+0.77%
+$32,013.48 
META Meta Platforms Inc Class A
+0.68%
+$2,382.37 
KHC The Kraft Heinz Company
+0.54%
+$38,865.82 
GD General Dynamics Corporation
+0.53%
+$2,291.11 
FTNT Fortinet Inc.
+0.15%
+$11,737.75 
GWRE GUIDEWIRE SOFTWARE INC
+0.12%
+$518.22 
NVDA NVIDIA Corporation
+0.12%
+$20,510.64 
OTIS Otis Worldwide Corporation
+0.11%
+$268.16 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.01%
+$53.7 
BRK-B Berkshire Hathaway Inc.
0%
$0 
FACO First Acceptance Corp.
0%
$0 
TRX
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-3.67%
-$203,525.61 
TSLA Tesla, Inc.
-2.45%
-$30,850.02 
MRK Merck & Co., Inc.
-2.38%
-$5,280.48 
CARR Carrier Global Corporation
-2.33%
-$12,124.8 
GE General Electric Company
-2.21%
-$32,147.46 
HPQ HP Inc.
-2.07%
-$8,174.6 
CAT Caterpillar Inc.
-1.92%
-$5,243.47 
BA Boeing Company
-1.9%
-$7,405.44 
F Ford Motor Company
-1.76%
-$216,835 
USFD US Foods Holding Corp
-1.73%
-$16,317.84 
AAPL Apple Inc.
-1.71%
-$455,119.54 
WMT Walmart Inc.
-1.54%
-$9,871.84 
SNY Sanofi American Depositary Receipt
-1.5%
-$48,413.53 
NVO Novo Nordisk A/S Sponsored ADR
-1.39%
-$50,656.2 
BWA BorgWarner Inc.
-1.36%
-$4,375.8 
NKE Nike, Inc. - Class B
-1.18%
-$37,782.46 
SIEGY Siemens Aktiengesellschaft Sponsored ADR
-1.08%
-$4,354.31 
JCI Johnson Controls International plc
-0.99%
-$5,012.34 
Q Qnity Electronics Inc.
-0.96%
-$2,711.7 
D Dominion Energy, Inc.
-0.84%
-$46,783.2 
GIS General Mills, Inc.
-0.82%
-$16,352.81 
AEP American Electric Power Company, Inc.
-0.8%
-$6,207.36 
PG Procter & Gamble Co
-0.75%
-$21,298.24 
EXC Exelon Corporation
-0.67%
-$15,406.07 
EFA iShares MSCI EAFE ETF
-0.63%
-$2,034.5 
C Citigroup Inc.
-0.53%
-$1,540.22 
CTVA Corteva Inc.
-0.34%
-$2,071.78 
ARMK Aramark
-0.34%
-$1,456.54 
IWM iShares Russell 2000 ETF
-0.32%
-$3,066.77 
COST Costco Wholesale Corporation
-0.3%
-$2,145.14 
CVS CVS Health Corporation
-0.06%
-$9,512.23 
VZ Verizon Communications Inc.
-0.06%
-$2,842.62 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.05%
-$272.01 
SPY SPDR S&P 500 ETF Trust
-0.04%
-$1,834.12 
MO Altria Group, Inc.
-0.01%
-$812.14 Events
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Dividends
Dividend Analysis
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| Trades 249 | Longs Won 160/249 64% | Profit Factor 6.56 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.02M |
| Average Win $370,546.61 | Best Trade (Jul 19) $8.91M | Sharpe Ratio -10.73 |
| Average Loss -$101,509.16 | Worst Trade (Jul 27) -$1.56M | Z-Score 3.34 (99.91%) |
| Commissions $0 | Avg. Trade Length 7m 4w 1d | Expectancy $201,819.85 |
| 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 | 2,141 | 1,927 | 1,713 | 1,499 | 1,285 | 1,071 | 857 | 642 | 428 | 214 |
Hover over the desired column for a detailed explanation.
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 Brent P. Nicks?
The largest contributions to the portfolio's profits come from the following stocks: Dow Inc - $7.17M, The PNC Financial Services Group, Inc - $1.39M, Ford Motor Company - $700,972.83, Huntington Bancshares Incorporated - $587,742.15, and Whirlpool Corporation - $570,701.45. 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: Chipotle Mexican Grill, Inc - $1.09M, Bristol-Myers Squibb Company - $1.06M, Target Corporation - $200,208.94, Hawaiian Electric Industries Inc - $79,330.81, and Intel Corporation - $44,063.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brent P. Nicks's portfolio generate?
The portfolio generates substantial dividend income, with a total of $6.36M earned over time. The largest contributors to dividend income include Dow Inc - $963,294.5, Ford Motor Company - $639,546.75, The Kraft Heinz Company - $559,098.4, Altria Group, Inc - $505,246.8, and CVS Health Corporation - $481,492.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brent P. Nicks's monthly returns?
Brent P. Nicks'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 Brent P. Nicks's strategy be considered aggressive or moderate?
Brent P. Nicks'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 Brent P. Nicks's strategy?
Brent P. Nicks'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.
