NR
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:
42.47%
Gain +1.2%
Monthly
0.64%
Yearly
7.94%
Drawdown
13.39%
$258.8M
Equity
Holdings
$258.8M
Investment
$192.14M
$83.73M
Profit +$3.64M
Realized
$17.07M
Unrealized
$66.66M
Dividends
$7.5M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.2%
Profit
$3.64M
Win %
78%
This Week
Compared To Last Week
Gain
-1.38%
Profit
-$3.62M
Win %
78%
This Month
Compared to last month
Gain
-1.71%
Profit
-$4.5M
Win %
78%
This Year
Compared to last year
Gain
7.58%
Profit
$18.24M
Win %
78%
MU Micron Technology, Inc.
+11%
+$640,102.71 
ASML ASML Holding N.V. New York Registry Shares
+9.5%
+$256,273.29 
AMD Advanced Micro Devices, Inc.
+8.13%
+$64,016.59 
CRS Carpenter Technology Corporation
+7.63%
+$59,880 
QTUM Defiance Quantum ETF
+5.33%
+$416,506.48 
RPG Invesco S&P 500 Pure Growth ETF
+5.2%
+$93,124.35 
UPS United Parcel Service, Inc.
+5.11%
+$24,504.48 
GEV GE Vernova Inc.
+4.87%
+$17,761.98 
NLR VanEck Uranium and Nuclear ETF
+4.72%
+$24,257.95 
CAT Caterpillar Inc.
+4.61%
+$17,081.86 
TSLA Tesla, Inc.
+4.48%
+$27,019.29 
ICLN iShares Global Clean Energy ETF
+4.46%
+$14,669.76 
LMT Lockheed Martin Corporation
+4.41%
+$57,923.11 
GE General Electric Company
+4.25%
+$22,716.89 
GERN Geron Corporation
+4.09%
+$10,295.59 
CGGO Capital Group Global Growth Equity ETF
+4.01%
+$13,133.64 
SHW The Sherwin-Williams Company
+3.93%
+$74,756.34 
XLK State Street Technology Select Sector SPDR ETF
+3.78%
+$38,686 
RTX RTX Corporation
+3.69%
+$155,634.55 
AVGO Broadcom Inc.
+3.64%
+$17,831.79 
CMI Cummins Inc.
+3.62%
+$13,583.84 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+3.62%
+$19,312.44 
TDY Teledyne Technologies Incorporated
+3.62%
+$40,194.04 
VTWG Vanguard Russell 2000 Growth ETF
+3.5%
+$27,440.39 
QQQ Invesco QQQ Trust, Series 1
+3.35%
+$173,682.42 
PAVE Global X U.S. Infrastructure Development ETF
+3.29%
+$67,130.7 
VGT Vanguard Information Technology ETF
+3.29%
+$18,804.24 
GLD SPDR Gold Shares
+3.21%
+$152,499.64 
IEV iShares Europe ETF
+3.09%
+$147,869.51 
GS The Goldman Sachs Group, Inc.
+3.07%
+$19,747.93 
PHYS Sprott Physical Gold Trust
+3.07%
+$22,412.56 
IWM iShares Russell 2000 ETF
+2.92%
+$8,159.26 
PH Parker-Hannifin Corporation
+2.92%
+$16,505.55 
ECL Ecolab Inc.
+2.83%
+$19,260.81 
IWP iShares Russell Mid-Cap Growth ETF
+2.63%
+$57,697.2 
VCR Vanguard Consumer Discretionary ETF
+2.55%
+$18,157.33 
VB Vanguard Small-Cap ETF
+2.48%
+$10,502.25 
NVDA NVIDIA Corporation
+2.42%
+$195,096.1 
HD The Home Depot, Inc.
+2.36%
+$4,587.19 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+2.34%
+$11,524.74 
CSCO Cisco Systems, Inc.
+2.34%
+$15,498.5 
LLY Eli Lilly and Company
+2.31%
+$60,253.3 
SPGP Invesco S&P 500 GARP ETF
+2.3%
+$5,011.6 
WAB Wabtec Corporation
+2.3%
+$38,120.14 
SPYG SPDR Portfolio S&P 500 Growth ETF
+2.29%
+$115,124.49 
IWR iShares Russell Mid-Cap ETF
+2.2%
+$49,172.4 
BMI Badger Meter Inc.
+2.08%
+$3,997.5 
IWS iShares Russell Mid-Cap Value ETF
+2.03%
+$40,082.56 
IWD iShares Russell 1000 Value ETF
+1.99%
+$22,602.75 
DIS The Walt Disney Company
+1.95%
+$10,140.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.85%
+$7,445.48 
IWV ISHARES RUSSELL 3000 ETF
+1.83%
+$43,137.42 
VRTX Vertex Pharmaceuticals Incorporated
+1.81%
+$4,373.83 
VO Vanguard Mid-Cap ETF
+1.81%
+$20,181.42 
SPY SPDR S&P 500 ETF Trust
+1.78%
+$212,888.87 
IVV iShares Core S&P 500 ETF
+1.75%
+$22,875.85 
ITW Illinois Tool Works Inc.
+1.7%
+$4,856.4 
AXP American Express Company
+1.7%
+$3,933.54 
AZAA AllianzIM U.S. Large Cap Buffer10 Apr ETF
+1.7%
+$19,458.16 
IWF iShares Russell 1000 Growth ETF
+1.66%
+$318,663.96 
RSP Invesco S&P 500 Equal Weight ETF
+1.59%
+$5,179.12 
XYL Xylem Inc.
+1.59%
+$7,391.6 
PVAL Putnam Focused Large Cap Value ETF
+1.51%
+$6,631.92 
DE Deere & Company
+1.42%
+$3,544.43 
USB U.S. Bancorp
+1.4%
+$5,592.03 
AMZN Amazon.com Inc
+1.37%
+$85,465.25 
JPM JPMorgan Chase & Co.
+1.35%
+$80,857.73 
IBM International Business Machines Corporation
+1.26%
+$8,028.98 
AAPL Apple Inc.
+1.16%
+$152,028.39 
IVE ISHARES S&P 500 VALUE ETF
+1.14%
+$128,051.49 
JUNT AllianzIM U.S. Large Cap Buffer10 Jun ETF
+1.06%
+$7,530.59 
VHT Vanguard Health Care ETF
+1.06%
+$3,768.75 
JEPI JPMorgan Equity Premium Income Fund
+0.99%
+$2,163.15 
NVBT AllianzIM U.S. Large Cap Buffer10 Nov ETF
+0.98%
+$3,418.7 
BAC Bank of America Corporation
+0.95%
+$4,463.68 
IYF iShares U.S. Financials ETF
+0.9%
+$22,143.48 
DECT AllianzIM U.S. Large Cap Buffer10 December ETF
+0.89%
+$10,536.68 
BUFR FT Vestladder Buffer ETF-USD I
+0.88%
+$27,758.74 
JANT AllianzIM U.S. Large Cap Buffer10 Jan ETF
+0.87%
+$1,874.82 
MART AllianzIM U.S. Large Cap Buffer10 Mar ETF
+0.84%
+$10,578.95 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.84%
+$2,700.49 
SEPT AllianzIM U.S. Large Cap Buffer10 Sep ETF
+0.7%
+$7,601.26 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.69%
+$6,896.62 
GOOG Alphabet Inc
+0.64%
+$16,813.21 
TMUS T-Mobile US, Inc.
+0.63%
+$11,446.12 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
+0.63%
+$5,724.92 
ABT Abbott Laboratories
+0.62%
+$2,067.45 
PLTR Palantir Technologies Inc.
+0.58%
+$936.31 
JULT AllianzIM U.S. Large Cap Buffer10 Jul ETF
+0.52%
+$3,106.67 
MRSH Marsh & McLennan Companies, Inc.
+0.52%
+$2,282.88 
YJUN First Trust International Equity Moderate ETF
+0.47%
+$2,336.5 
GOOGL Alphabet Inc
+0.33%
+$27,892.2 
GJUL FT Vest US Equity Moderate Class B
+0.24%
+$1,455.83 
XLU Utilities Select Sector SPDR Fund
+0.22%
+$2,900.64 
AUGT AllianzIM U.S. Large Cap Buffer10 Aug ETF
+0.19%
+$1,098.75 
MDT Medtronic plc
+0.17%
+$1,549.94 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.14%
+$350.56 
ICSH iShares Short Treasury Bond ETF
+0.06%
+$267 
GJUN FT Vest US Equity Moderate Fund
+0.05%
+$546.82 
NOW ServiceNow, Inc.
-2.88%
-$7,236.9 
XOM Exxon Mobil Corporation
-2.7%
-$32,890.06 
ADP Automatic Data Processing Inc.
-2.3%
-$36,426.67 
CRM Salesforce Inc
-2.16%
-$15,051.51 
CVX Chevron Corporation
-2%
-$8,394.85 
MSFT Microsoft Corp.
-1.72%
-$83,080 
DHR Danaher Corporation
-1.31%
-$7,128.78 
TMO Thermo Fisher Scientific Inc.
-1.25%
-$4,735.89 
V Visa Inc. Class A
-0.99%
-$31,178.96 
KO The Coca-Cola Company
-0.97%
-$7,510.32 
NFLX Netflix, Inc.
-0.89%
-$28,184.57 
COST Costco Wholesale Corporation
-0.83%
-$27,347.51 
MAYT AllianzIM U.S. Large Cap Buffer10 May ETF
-0.81%
-$13,642.52 
PGR Progressive Corporation
-0.75%
-$13,624.38 
SYK Stryker Corporation
-0.75%
-$11,801.84 
JKE iShares Morningstar Large-Cap Growth ETF
-0.61%
-$5,952.8 
WEC WEC Energy Group Inc.
-0.58%
-$2,259.68 
META Meta Platforms Inc Class A
-0.47%
-$10,859.32 
PG Procter & Gamble Co
-0.35%
-$3,135.62 
MA Mastercard Incorporated
-0.32%
-$2,365.24 
PEP PepsiCo, Inc.
-0.25%
-$763.22 
WMT Walmart Inc.
-0.23%
-$16,287.32 
VDC VANGUARD CONSUMER STAPLES ETF
-0.2%
-$4,908.2 
NEE NextEra Energy, Inc.
-0.19%
-$7,829.28 
AHR American Healthcare REIT, Inc.
-0.06%
-$510.18 
TJX The TJX Companies, Inc.
-0.05%
-$3,139.44 
JKF iShares Morningstar Large-Cap Value ETF
-0.01%
-$46.28 
BRK-B Berkshire Hathaway Inc.
-0.01%
-$563.16 Events
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Dividends
Dividend Analysis
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| Trades 1239 | Longs Won 826/1239 66% | Profit Factor 8.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $281,216.75 |
| Average Win $115,235.56 | Best Trade (Jun 30) $4.9M | Sharpe Ratio -9.73 |
| Average Loss -$27,743.7 | Worst Trade (Sep 29) -$478,114.23 | Z-Score 11.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2d | Expectancy $67,575.8 |
| 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 | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
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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