Nichole Raftopoulos Portfolio
Invests via Nvest Financial LLC | Managed by Nichole D. Raftopoulos, George Raftopoulos
Invests via Nvest Financial LLC
Managed by Nichole D. Raftopoulos, George Raftopoulos
Automatically Tracked
Nichole Raftopoulos Profile
Nichole Raftopoulos brings a wealth of experience in corporate strategy and leadership within the technology sector. Having served in key executive roles at several innovative firms, she is adept at driving business transformation and market expansion. Her work has centered on harnessing emerging technologies to streamline operations and enhance client offerings. As a thought leader, Nichole plays a pivotal role in steering organizations through complex digital landscapes, thus strengthening their competitive position. Her deep understanding of both the technical aspects and market dynamics makes her a significant figure for investors seeking opportunities in tech-driven enterprises.
Nichole Raftopoulos brings a wealth of experience in corporate strategy and leadership within the technology sector. Having served in key executive roles at several innovative firms, she is adept at driving business transformation and market expansion. Her work has centered on harnessing emerging technologies to streamline operations and enhance client offerings. As a thought leader, Nichole plays a pivotal role in steering organizations through complex digital landscapes, thus strengthening their competitive position. Her deep understanding of both the technical aspects and market dynamics makes her a significant figure for investors seeking opportunities in tech-driven enterprises.
Investment Philosophy & Strategy
Innovation often shapes investment landscapes, and Nichole Raftopoulos embodies this spirit through her strategic foresight in the technology domain. With a strong background in corporate strategy, she emphasizes capitalizing on disruptive technologies to foster scalable growth within businesses. Her extensive leadership experience enables her to navigate complex market dynamics effectively, seeking out undervalued opportunities poised for significant transformation. This proactive approach supports the identification of companies that are not only tech-savvy but also primed for operational improvement and competitive enhancement.
Innovation often shapes investment landscapes, and Nichole Raftopoulos embodies this spirit through her strategic foresight in the technology domain. With a strong background in corporate strategy, she emphasizes capitalizing on disruptive technologies to foster scalable growth within businesses. Her extensive leadership experience enables her to navigate complex market dynamics effectively, seeking out undervalued opportunities poised for significant transformation. This proactive approach supports the identification of companies that are not only tech-savvy but also primed for operational improvement and competitive enhancement.
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:
87.01%
Gain -0.1%
Monthly
1.24%
Yearly
15.98%
Drawdown
20.32%
$296.69M
Equity
Holdings
$296.69M
Investment
$227.47M
$87.26M
Profit -$323,728.37
Realized
$18.04M
Unrealized
$69.22M
Dividends
$8.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.1%
Profit
-$323,728.37
Win %
81%
This Week
Compared To Last Week
Gain
-0.33%
Profit
-$984,515.9
Win %
81%
This Month
Compared to last month
Gain
-1.06%
Profit
-$3.16M
Win %
81%
This Year
Compared to last year
Gain
10.69%
Profit
$28.66M
Win %
81%
AXON Axon Enterprise, Inc.
+2.78%
+$9,972.16 
AMD Advanced Micro Devices, Inc.
+2.72%
+$22,096.6 
AVGO Broadcom Inc.
+2.33%
+$13,684.3 
MSFT Microsoft Corp.
+1.88%
+$94,296.55 
NBIS Nebius Group N.V.
+1.88%
+$7,308.78 
GEV GE Vernova Inc.
+1.88%
+$8,456.1 
MU Micron Technology, Inc.
+1.86%
+$70,671.91 
GOOG Alphabet Inc
+1.68%
+$39,223.31 
NOW ServiceNow, Inc.
+1.67%
+$4,747.2 
GOOGL Alphabet Inc
+1.58%
+$134,809.08 
TMUS T-Mobile US, Inc.
+1.54%
+$27,909.84 
CRM Salesforce Inc
+1.52%
+$11,489.4 
PGR Progressive Corporation
+1.46%
+$31,275.52 
CVX Chevron Corporation
+1.14%
+$4,951.09 
AMZN Amazon.com Inc
+0.94%
+$62,197.02 
XOM Exxon Mobil Corporation
+0.84%
+$9,768.72 
ABT Abbott Laboratories
+0.8%
+$2,947.91 
TJX The TJX Companies, Inc.
+0.79%
+$49,934.6 
NLR VanEck Uranium and Nuclear ETF
+0.72%
+$5,437.5 
V Visa Inc. Class A
+0.71%
+$26,071.22 
MA Mastercard Incorporated
+0.62%
+$6,153.91 
T AT&T Inc.
+0.56%
+$846.19 
RTX RTX Corporation
+0.53%
+$24,383.35 
RPG Invesco S&P 500 Pure Growth ETF
+0.5%
+$8,451.8 
MDT Medtronic plc
+0.49%
+$4,486.19 
META Meta Platforms Inc Class A
+0.43%
+$11,718.83 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.43%
+$26,016 
VGT Vanguard Information Technology ETF
+0.42%
+$2,391.36 
XLK State Street Technology Select Sector SPDR ETF
+0.38%
+$4,020.97 
GERN Geron Corporation
+0.35%
+$2,542.37 
QQQ Invesco QQQ Trust, Series 1
+0.35%
+$19,921.06 
QQQI Neos NASDAQ-100 High Income ETF
+0.33%
+$953.46 
IBM International Business Machines Corporation
+0.31%
+$1,560.09 
APD Air Products and Chemicals, Inc.
+0.25%
+$1,199.98 
IWF iShares Russell 1000 Growth ETF
+0.24%
+$47,566.96 
KO The Coca-Cola Company
+0.2%
+$1,529.88 
IWP iShares Russell Mid-Cap Growth ETF
+0.17%
+$3,784.88 
XAR SPDR S&P Aerospace & Defense ETF
+0.11%
+$2,310.28 
ILCG iShares Morningstar Growth ETF
+0.1%
+$925.65 
NVDA NVIDIA Corporation
+0.08%
+$6,608.12 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.08%
+$444.51 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$1,378.16 
SPYI NEOS S&P 500 High Income ETF
+0.01%
+$44.31 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
-3.84%
-$21,054.83 
TSLA Tesla, Inc.
-2.59%
-$16,085.05 
GE General Electric Company
-2.41%
-$21,395.19 
DE Deere & Company
-2.38%
-$6,347.4 
LLY Eli Lilly and Company
-2.28%
-$61,804.33 
MRK Merck & Co., Inc.
-2.18%
-$4,839.98 
NFLX Netflix, Inc.
-2.03%
-$56,322 
XYL Xylem Inc.
-1.89%
-$12,277.44 
SHW The Sherwin-Williams Company
-1.88%
-$37,546.08 
WAB Wabtec Corporation
-1.87%
-$30,932.94 
ITW Illinois Tool Works Inc.
-1.83%
-$5,609.52 
CAT Caterpillar Inc.
-1.8%
-$8,035.95 
PEP PepsiCo, Inc.
-1.62%
-$4,415.58 
ECL Ecolab Inc.
-1.57%
-$17,188.48 
DIS The Walt Disney Company
-1.54%
-$9,706.5 
WMT Walmart Inc.
-1.47%
-$98,957.04 
CSX CSX Corporation
-1.45%
-$3,645.6 
AAPL Apple Inc.
-1.42%
-$217,238.48 
TDY Teledyne Technologies Incorporated
-1.4%
-$17,136.84 
CMI Cummins Inc.
-1.31%
-$5,045.61 
PANW Palo Alto Networks, Inc.
-1.27%
-$12,853.75 
BAC Bank of America Corporation
-1.22%
-$6,475.5 
PAVE Global X U.S. Infrastructure Development ETF
-1.22%
-$33,101.25 
BMI Badger Meter Inc.
-1.16%
-$2,610 
AXP American Express Company
-1.03%
-$2,704.75 
IEV iShares Europe ETF
-0.99%
-$53,712 
VHT Vanguard Health Care ETF
-0.99%
-$3,752.74 
DHR Danaher Corporation
-0.97%
-$5,670.72 
PH Parker-Hannifin Corporation
-0.97%
-$7,937.16 
VRTX Vertex Pharmaceuticals Incorporated
-0.96%
-$2,576.1 
NEE NextEra Energy, Inc.
-0.95%
-$44,482.2 
TMO Thermo Fisher Scientific Inc.
-0.91%
-$3,783.7 
JPM JPMorgan Chase & Co.
-0.89%
-$60,161.25 
ICLN iShares Global Clean Energy ETF
-0.87%
-$2,652.16 
GS The Goldman Sachs Group, Inc.
-0.84%
-$7,474.38 
AHR American Healthcare REIT, Inc.
-0.83%
-$8,277.83 
WEC WEC Energy Group Inc.
-0.83%
-$3,194.12 
VCR Vanguard Consumer Discretionary ETF
-0.82%
-$5,999.76 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
-0.8%
-$59,948.64 
PG Procter & Gamble Co
-0.79%
-$7,118.94 
XSMO Invesco S&P SmallCap Momentum ETF
-0.76%
-$35,854.14 
COST Costco Wholesale Corporation
-0.63%
-$21,642.42 
IYF iShares U.S. Financials ETF
-0.59%
-$18,308.06 
IWS iShares Russell Mid-Cap Value ETF
-0.59%
-$13,692.56 
TYL Tyler Technologies Inc.
-0.56%
-$1,299.6 
IVE ISHARES S&P 500 VALUE ETF
-0.55%
-$66,540.38 
VB Vanguard Small-Cap ETF
-0.52%
-$13,724.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.52%
-$2,543.76 
XLU Utilities Select Sector SPDR Fund
-0.51%
-$6,893.56 
CSCO Cisco Systems, Inc.
-0.49%
-$2,993.65 
VDC VANGUARD CONSUMER STAPLES ETF
-0.48%
-$11,934.49 
VTWG Vanguard Russell 2000 Growth ETF
-0.47%
-$32,176.87 
CRS Carpenter Technology Corporation
-0.45%
-$3,750 
RSP Invesco S&P 500 Equal Weight ETF
-0.44%
-$1,473.14 
ASML ASML Holding N.V. New York Registry Shares
-0.43%
-$12,491.84 
IWD iShares Russell 1000 Value ETF
-0.42%
-$5,191.2 
IWR iShares Russell Mid-Cap ETF
-0.4%
-$9,651.84 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
-0.4%
-$4,244.85 
IWM iShares Russell 2000 ETF
-0.38%
-$1,195.46 
YJUN First Trust International Equity Moderate ETF
-0.35%
-$1,751.44 
ILCV iShares Morningstar Value ETF
-0.3%
-$1,467.08 
VO Vanguard Mid-Cap ETF
-0.29%
-$4,877.66 
MRSH Marsh & McLennan Companies, Inc.
-0.26%
-$1,239.84 
QTUM Defiance Quantum ETF
-0.23%
-$17,255.68 
SYK Stryker Corporation
-0.19%
-$4,133.29 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
-0.19%
-$1,304.56 
GJUL FT Vest US Equity Moderate Class B
-0.18%
-$1,109.2 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
-0.17%
-$1,840.59 
SPGP Invesco S&P 500 GARP ETF
-0.17%
-$383.96 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
-0.16%
-$514.28 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
-0.16%
-$423.48 
IWV ISHARES RUSSELL 3000 ETF
-0.15%
-$3,659.52 
VZ Verizon Communications Inc.
-0.15%
-$307.77 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
-0.15%
-$859.67 
GJUN FT Vest US Equity Moderate Fund
-0.13%
-$1,503.76 
PHYS Sprott Physical Gold Trust
-0.13%
-$969.6 
CGGO Capital Group Global Growth Equity ETF
-0.13%
-$420.95 
PVAL Putnam Focused Large Cap Value ETF
-0.12%
-$570.96 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$417 
ADP Automatic Data Processing Inc.
-0.09%
-$1,961.76 
LMT Lockheed Martin Corporation
-0.09%
-$1,155.26 
GLDM SPDR Gold MiniShares Trust
-0.09%
-$731.5 
GLD SPDR Gold Shares
-0.08%
-$3,764.4 
SPY SPDR S&P 500 ETF Trust
-0.08%
-$12,065.3 
USB U.S. Bancorp
-0.08%
-$351.7 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
-0.06%
-$904.35 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
-0.05%
-$157.82 
IVV iShares Core S&P 500 ETF
-0.04%
-$504.91 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.03%
-$75.47 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.03%
-$464.09 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.02%
-$181.49 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$429.4 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
-0.01%
-$208 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1361 | Longs Won 941/1361 69% | Profit Factor 8.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $261,406.35 |
| Average Win $104,626.72 | Best Trade (Jun 30) $4.9M | Sharpe Ratio -10.65 |
| Average Loss -$26,660.88 | Worst Trade (Jul 24) -$519,773.42 | Z-Score 13.46 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 4d | Expectancy $64,111.81 |
| 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 | 11,111 | 10,000 | 8,889 | 7,778 | 6,667 | 5,556 | 4,444 | 3,333 | 2,222 | 1,111 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Nichole Raftopoulos?
The largest contributions to the portfolio's profits come from the following stocks: SPDR Gold Shares - $6.16M, iShares Russell 1000 Growth ETF - $2.6M, Walmart Inc - $1.69M, JPMorgan Chase & Co - $1.2M, and ISHARES S&P 500 VALUE ETF - $974,344.85. 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: Equity Residential - $399,084.74, Verizon Communications Inc - $303,825.95, PepsiCo, Inc - $298,021.7, Adobe Inc - $265,940.81, and Thermo Fisher Scientific Inc - $215,277.97. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nichole Raftopoulos's portfolio generate?
The portfolio generates substantial dividend income, with a total of $8.04M earned over time. The largest contributors to dividend income include PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund - $570,416.87, ISHARES S&P 500 VALUE ETF - $570,341.72, SPDR S&P 500 ETF Trust - $437,880.43, PepsiCo, Inc - $349,750.68, and JPMorgan Chase & Co - $338,932.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nichole Raftopoulos's monthly returns?
Nichole Raftopoulos'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 Nichole Raftopoulos's strategy be considered aggressive or moderate?
Nichole Raftopoulos's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Nichole Raftopoulos's strategy?
Nichole Raftopoulos'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.
