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:
93.15%
Gain -0.09%
Monthly
1.19%
Yearly
15.19%
Drawdown
20.61%
$314.95M
Equity
Holdings
$314.95M
Investment
$244.33M
$85.47M
Profit -$268,694.23
Realized
$14.85M
Unrealized
$70.61M
Dividends
$8.19M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.09%
Profit
-$268,694.23
Win %
80%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$4.42M
Win %
80%
This Month
Compared to last month
Gain
-1.22%
Profit
-$3.87M
Win %
80%
This Year
Compared to last year
Gain
-0.39%
Profit
-$1.12M
Win %
79%
AMZN Amazon.com Inc
+15.32%
+$958,897.89 
GOOG Alphabet Inc
+6.88%
+$154,771.86 
GOOGL Alphabet Inc
+6.73%
+$527,887.71 
META Meta Platforms Inc Class A
+3.28%
+$80,815.24 
CRS Carpenter Technology Corporation
+3.17%
+$23,924.97 
BMI Badger Meter Inc.
+3.04%
+$5,940.02 
MSFT Microsoft Corp.
+3.02%
+$178,176.71 
NVDA NVIDIA Corporation
+2.93%
+$213,776.95 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$22,136.36 
CVX Chevron Corporation
+2.35%
+$10,242.32 
CSCO Cisco Systems, Inc.
+2.14%
+$13,258.08 
PANW Palo Alto Networks, Inc.
+1.89%
+$27,127.65 
VZ Verizon Communications Inc.
+1.52%
+$3,359.3 
LMT Lockheed Martin Corporation
+1.5%
+$19,961.19 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$92,977.25 
PH Parker-Hannifin Corporation
+1.43%
+$15,856.02 
GE General Electric Company
+1.42%
+$18,867.52 
AMAT Applied Materials, Inc.
+1.18%
+$2,436.71 
ITW Illinois Tool Works Inc.
+1.15%
+$3,630.25 
NOW ServiceNow, Inc.
+1.05%
+$4,298.96 
NBIS Nebius Group N.V.
+1.05%
+$2,164.15 
ILCG iShares Morningstar Growth ETF
+1.01%
+$9,424.8 
TDY Teledyne Technologies Incorporated
+0.98%
+$13,342.36 
ADP Automatic Data Processing Inc.
+0.98%
+$22,255.78 
IBM International Business Machines Corporation
+0.86%
+$16,357.07 
GEV GE Vernova Inc.
+0.85%
+$3,556.68 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$16,270.45 
TSLA Tesla, Inc.
+0.76%
+$4,120.53 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$143,175.19 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$123,456.13 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
+0.71%
+$2,231.18 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,506.61 
CAT Caterpillar Inc.
+0.7%
+$2,880.35 
IVV iShares Core S&P 500 ETF
+0.69%
+$13,967.36 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$2,947.33 
QTUM Defiance Quantum ETF
+0.67%
+$51,163.26 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+0.65%
+$6,080.41 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$37,202.76 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$1,544.96 
IWV ISHARES RUSSELL 3000 ETF
+0.58%
+$13,620.14 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.56%
+$5,702.54 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
+0.55%
+$9,058.82 
FEBT AllianzIM U.S. Large Cap Buffer10 Feb ETF
+0.55%
+$1,507.28 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$2,192.2 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$1,709.1 
STX Seagate Technology Holdings plc
+0.52%
+$1,094.7 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.52%
+$1,677.62 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$5,081.72 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.48%
+$2,800.07 
AXON Axon Enterprise, Inc.
+0.47%
+$1,911.44 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
+0.46%
+$6,537.6 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$13,318.08 
IWD iShares Russell 1000 Value ETF
+0.44%
+$5,402.37 
GJUL FT Vest US Equity Moderate Class B
+0.42%
+$2,537.3 
CSX CSX Corporation
+0.42%
+$1,044.33 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.41%
+$4,478.6 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$12,668.7 
APRT AllianzIM U.S. Large Cap Buffer10 April ETF
+0.41%
+$7,544.06 
RTX RTX Corporation
+0.39%
+$19,598.04 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$4,374.56 
AVGO Broadcom Inc.
+0.37%
+$2,937.6 
PG Procter & Gamble Co
+0.37%
+$3,062.87 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$27,094.62 
BAC Bank of America Corporation
+0.36%
+$1,838.32 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.33%
+$924 
XMAR FT Vest US Equity Enhanced Fund
+0.33%
+$675.5 
MRK Merck & Co., Inc.
+0.32%
+$715.47 
ILCV iShares Morningstar Value ETF
+0.29%
+$1,434.68 
JPM JPMorgan Chase & Co.
+0.27%
+$18,408.02 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.23%
+$9,834.16 
CMI Cummins Inc.
+0.19%
+$727.14 
USB U.S. Bancorp
+0.17%
+$773.84 
MS Morgan Stanley
+0.17%
+$365.4 
XYL Xylem Inc.
+0.13%
+$1,066.05 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$2,080.75 
WMT Walmart Inc.
+0.09%
+$5,761.92 
ABT Abbott Laboratories
+0.09%
+$303.21 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.07%
+$377.73 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$263.67 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$162.3 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.04M 
MU Micron Technology, Inc.
-5.9%
-$200,633.95 
TYL Tyler Technologies Inc.
-4.24%
-$13,065.62 
GERN Geron Corporation
-3.73%
-$25,857.5 
FBT First Trust NYSE Arca Biotechnology Index Fund
-3.01%
-$11,308.8 
NFLX Netflix, Inc.
-2%
-$61,436.8 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,208.14 
APD Air Products and Chemicals, Inc.
-1.77%
-$8,496 
PHYS Sprott Physical Gold Trust
-1.61%
-$12,120 
GLD SPDR Gold Shares
-1.49%
-$71,205.27 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$14,071.75 
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$13,323.24 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$35,298.03 
TJX The TJX Companies, Inc.
-1.21%
-$80,432.22 
SHW The Sherwin-Williams Company
-1.16%
-$20,819.77 
NEE NextEra Energy, Inc.
-1.15%
-$54,868.25 
DE Deere & Company
-1.13%
-$3,046.4 
INTC Intel Corporation
-1.02%
-$2,243.16 
KO The Coca-Cola Company
-1.02%
-$8,017.2 
UPS United Parcel Service, Inc.
-1%
-$4,603.2 
XOM Exxon Mobil Corporation
-0.97%
-$12,039.57 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$2,548.4 
MRSH Marsh & McLennan Companies, Inc.
-0.95%
-$4,613.67 
PGR Progressive Corporation
-0.87%
-$20,499.06 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$59,897.36 
VHT Vanguard Health Care ETF
-0.76%
-$2,941.37 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,503.71 
MA Mastercard Incorporated
-0.74%
-$8,814.51 
GSK GSK plc Sponsored ADR
-0.73%
-$16,211.18 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$9,027.2 
ICLN iShares Global Clean Energy ETF
-0.68%
-$1,992 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$3,192.21 
GS The Goldman Sachs Group, Inc.
-0.63%
-$6,972.47 
ECL Ecolab Inc.
-0.61%
-$10,933.74 
DHR Danaher Corporation
-0.61%
-$2,878.61 
WEC WEC Energy Group Inc.
-0.57%
-$2,140.75 
WAB Wabtec Corporation
-0.55%
-$9,753.6 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
-0.53%
-$39,664.49 
LLY Eli Lilly and Company
-0.53%
-$29,086.85 
IWM iShares Russell 2000 ETF
-0.47%
-$1,641.58 
PEP PepsiCo, Inc.
-0.46%
-$1,253.12 
IEV iShares Europe ETF
-0.44%
-$26,418.81 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,924.15 
HD The Home Depot, Inc.
-0.42%
-$843.74 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$8,845.49 
VGT Vanguard Information Technology ETF
-0.38%
-$2,615.69 
AXP American Express Company
-0.38%
-$939.79 
MDT Medtronic plc
-0.37%
-$3,100.16 
FDVV Fidelity High Dividend ETF
-0.35%
-$1,070.3 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$7,422.48 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$7,518.28 
SDY SPDR S&P Dividend ETF
-0.28%
-$586.08 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$7,466.66 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.26%
-$659.1 
COST Costco Wholesale Corporation
-0.24%
-$8,695.81 
YJUN First Trust International Equity Moderate ETF
-0.23%
-$1,191.74 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$2,552.59 
AHR American Healthcare REIT, Inc.
-0.23%
-$2,016.04 
XSMO Invesco S&P SmallCap Momentum ETF
-0.23%
-$11,048.6 
VB Vanguard Small-Cap ETF
-0.22%
-$6,588.58 
SPVM Invesco S&P 500 Value with Momentum ETF
-0.22%
-$709.07 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,899.19 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$23,659.57 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$587.57 
IYF iShares U.S. Financials ETF
-0.09%
-$2,997.73 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$165.12 
VO Vanguard Mid-Cap ETF
-0.05%
-$1,015.52 
V Visa Inc. Class A
-0.04%
-$1,422.58 Events
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Dividends
Dividend Analysis
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| Trades 1497 | Longs Won 1044/1497 69% | Profit Factor 6.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,906.52 |
| Average Win $97,715.87 | Best Trade (Jun 30) $4.9M | Sharpe Ratio -10.29 |
| Average Loss -$36,533.5 | Worst Trade (Jun 29) -$1.73M | Z-Score 18.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 6d | Expectancy $57,091.31 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,621 | 7,759 | 6,897 | 6,034 | 5,172 | 4,310 | 3,448 | 2,586 | 1,724 | 862 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,290 | $8.89M | $13.06M | - | $4.17M | 46.96% | -7.354% |
| ABT Abbott Laboratories | 3,369 | $394,259.35 | $356,103.3 | - | -$38,156.05 | -9.68% | +0.085% |
| ADP Automatic Data Processing Inc. | 8,593 | $2.25M | $2.29M | - | $39,591.56 | 1.76% | +0.982% |
| AHR American Healthcare REIT, Inc. | 15,508 | $629,672.34 | $862,244.8 | - | $232,572.46 | 36.94% | -0.233% |
| AMAT Applied Materials, Inc. | 413 | $298,599 | $209,667.71 | - | -$88,931.29 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,213 | $221,545.98 | $577,569.94 | - | $356,023.96 | 160.7% | -1.904% |
| AMZN Amazon.com Inc | 26,577 | $4.16M | $7.22M | - | $3.06M | 73.51% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,600 | $464,784 | $471,824.02 | - | $7,040.02 | 1.51% | -1.769% |
| APRT AllianzIM U.S. Large Cap Buffer10 April ETF | 40,128 | $1.55M | $1.85M | - | $304,876.83 | 19.69% | +0.409% |
| ASML ASML Holding N.V. New York Registry Shares | 1,573 | $1.43M | $2.56M | - | $1.13M | 79.06% | -1.359% |
| AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF | 15,109 | $475,417.29 | $581,469.86 | - | $106,052.57 | 22.31% | +0.065% |
| AVGO Broadcom Inc. | 2,040 | $640,074.96 | $794,131.2 | - | $154,056.24 | 24.07% | +0.371% |
| AXON Axon Enterprise, Inc. | 777 | $339,906.29 | $410,069.53 | - | $70,163.24 | 20.64% | +0.468% |
| AXP American Express Company | 740 | $273,663.83 | $248,825 | - | -$24,838.83 | -9.08% | -0.376% |
| BAC Bank of America Corporation | 8,356 | $317,632.51 | $517,654.2 | - | $200,021.69 | 62.97% | +0.356% |
| BMI Badger Meter Inc. | 1,500 | $318,180 | $201,525.01 | - | -$116,654.99 | -36.66% | +3.037% |
| BRK-B Berkshire Hathaway Inc. | 14,567 | $5.86M | $7.45M | - | $1.59M | 27.14% | +0.365% |
| BUFR FT Vestladder Buffer ETF-USD I | 84,458 | $2.73M | $3.11M | - | $378,086.33 | 13.86% | +0.41% |
| BUFZ FT Vest Laddered Moderate Buffer Fund | 36,298 | $892,635.22 | $1.02M | - | $127,701.56 | 14.31% | +0.501% |
| CAT Caterpillar Inc. | 508 | $301,543.65 | $413,923.48 | - | $112,379.83 | 37.27% | +0.701% |
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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 - $2.77M, Walmart Inc - $1.78M, Micron Technology, Inc - $1.29M, and JPMorgan Chase & Co - $1.26M. 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: Vanguard S&P Small-Cap 600 Value ETF - $1.72M, Adobe Inc - $479,541.41, Equity Residential - $399,084.74, Fidelity MSCI Financials Index ETF - $359,264.61, and Stryker Corporation - $352,940.62. 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 $8.19M earned over time. The largest contributors to dividend income include ISHARES S&P 500 VALUE ETF - $570,982.64, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund - $570,416.87, SPDR S&P 500 ETF Trust - $446,323.96, JPMorgan Chase & Co - $368,307.2, and PepsiCo, Inc - $341,937.74. 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.
