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:
103.81%
Gain -0.41%
Monthly
1.17%
Yearly
14.99%
Drawdown
20.61%
$315.74M
Equity
Holdings
$315.74M
Investment
$244.33M
$86.26M
Profit -$777,360.05
Realized
$14.85M
Unrealized
$71.41M
Dividends
$8.75M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.41%
Profit
-$777,360.05
Win %
83%
This Week
Compared To Last Week
Gain
-0.05%
Profit
-$150,494.23
Win %
83%
This Month
Compared to last month
Gain
0.66%
Profit
$2.08M
Win %
83%
This Year
Compared to last year
Gain
-0.14%
Profit
-$327,247.64
Win %
81%
PANW Palo Alto Networks, Inc.
+6.56%
+$102,666.02 
MU Micron Technology Inc.
+3.47%
+$115,530.78 
XOM ExxonMobil Holdings Corporation
+2.92%
+$40,918.8 
CVX Chevron Corporation
+2.86%
+$14,683.68 
BMI Badger Meter, Inc.
+2.46%
+$5,527.5 
AMD Advanced Micro Devices Inc.
+2.36%
+$14,531.74 
INTC Intel Corporation
+1.73%
+$3,569.76 
STX Seagate Technology Holdings plc
+1.69%
+$2,664.18 
AMAT Applied Materials Inc.
+1.63%
+$2,523.43 
CSCO Cisco Systems, Inc.
+1.52%
+$8,698.5 
LMT Lockheed Martin Corporation
+0.96%
+$13,091.65 
AVGO Broadcom Inc.
+0.95%
+$6,295.85 
XLK State Street Technology Select Sector SPDR ETF
+0.89%
+$8,147.24 
NBIS Nebius Group N.V. Class A Ordinary Shares
+0.87%
+$1,508.34 
VGT Vanguard Information Technology ETF
+0.8%
+$5,778.85 
ASML ASML Holding N.V. NY Registered Shares
+0.78%
+$19,206.33 
MSFT Microsoft Corporation Common Stock
+0.77%
+$52,161.86 
QTUM Defiance Quantum ETF
+0.67%
+$49,530.39 
AXON Axon Enterprise, Inc.
+0.65%
+$2,082.35 
TSLA Tesla, Inc.
+0.52%
+$3,380.95 
ABT Abbott Laboratories
+0.5%
+$1,718.19 
QQQI NEOS Nasdaq-100 High Income ETF
+0.49%
+$2,128.62 
QQQ Invesco QQQ Trust, Series 1
+0.49%
+$28,991.34 
TDY Teledyne Technologies Incorporated
+0.45%
+$5,825.58 
QQQH NEOS Nasdaq-100 Hedged Equity Income ETF
+0.38%
+$1,080.97 
NVDA NVIDIA Corporation
+0.23%
+$17,970.72 
DE Deere & Company
+0.18%
+$528.64 
ILCG iShares Morningstar Growth ETF
+0.17%
+$1,640.92 
IWF iShares Russell 1000 Growth ETF
+0.15%
+$28,957.42 
IBM International Business Machines Corporation
+0.14%
+$2,997.4 
XYL Xylem Inc.
+0.13%
+$994.98 
NOW ServiceNow Inc.
+0.1%
+$592.96 
SPYG State Street SPDR Portfolio S&P 500 Growth ETF
+0.08%
+$5,010.75 
XSMO Invesco S&P SmallCap Momentum ETF
+0.08%
+$3,314.58 
APD Air Products and Chemicals Inc.
+0.07%
+$360 
XMAR FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March
+0.07%
+$146.2 
JULT AllianzIM U.S. Equity Buffer10 Jul ETF
+0.05%
+$303.34 
IWP iShares Russell Mid-Cap Growth ETF
+0.05%
+$1,096.48 
JANT AllianzIM U.S. Equity Buffer10 Jan ETF
+0.05%
+$159.01 
EVSM Eaton Vance Short Duration Municipal Income ETF
+0.05%
+$120.16 
ICSH iShares Ultra Short Duration Bond Active ETF
+0.03%
+$133.5 
MART AllianzIM U.S. Equity Buffer10 Mar ETF
+0.02%
+$348.67 
APRT AllianzIM U.S. Equity Buffer10 Apr ETF
+0.01%
+$244.78 
FEBT AllianzIM U.S. Equity Buffer10 Feb ETF
+0.01%
+$33.86 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AUGT AllianzIM U.S. Equity Buffer10 Aug ETF
0%
$0 
AXP American Express Company
-3.33%
-$8,021.61 
HD The Home Depot, Inc.
-2.69%
-$5,341.6 
GERN Geron Corporation
-2.65%
-$15,514.5 
PEP PepsiCo, Inc.
-2.5%
-$6,784.47 
CRS Carpenter Technology Corporation
-2.41%
-$10,575.01 
GE General Electric Company
-2.33%
-$25,600.58 
KO The Coca-Cola Company
-2.15%
-$18,255.16 
CAT Caterpillar Inc.
-2.12%
-$7,564.12 
PG The Procter & Gamble Company
-1.98%
-$18,819.31 
LLY Eli Lilly and Company
-1.85%
-$114,829 
VRTX Vertex Pharmaceuticals Incorporated Common Stock
-1.77%
-$5,257.45 
MA Mastercard Inc. Class A Common Stock
-1.77%
-$23,218.41 
CSX CSX Corporation
-1.69%
-$4,351.37 
MRK Merck & Co., Inc.
-1.68%
-$4,318.89 
RTX RTX Corporation
-1.64%
-$74,425.89 
VDC Vanguard Consumer Staples ETF
-1.58%
-$36,181.45 
SHW The Sherwin-Williams Company
-1.58%
-$28,438.1 
PH Parker-Hannifin Corporation
-1.52%
-$15,694.4 
VZ Verizon Communications Inc.
-1.36%
-$2,951.39 
UPS United Parcel Service, Inc. Class B Common Stock
-1.26%
-$5,611.52 
ITW Illinois Tool Works Inc.
-1.23%
-$3,831.3 
V Visa Inc. Class A
-1.22%
-$51,419.72 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.22%
-$4,932.72 
GSK GSK plc ADR
-1.21%
-$26,449.82 
TJX The TJX Companies, Inc.
-1.21%
-$74,777.22 
MS Morgan Stanley Common Stock
-1.2%
-$2,243.16 
ICLN iShares Global Clean Energy ETF
-1.18%
-$3,154 
VCR Vanguard Consumer Discretionary ETF
-1.14%
-$9,427.27 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$5,452.98 
AHR American Healthcare REIT, Inc.
-1.02%
-$8,451.86 
DHR Danaher Corp.
-0.99%
-$5,515.32 
NLR VanEck Uranium and Nuclear ETF
-0.97%
-$7,663.04 
PGR The Progressive Corporation
-0.97%
-$24,466.62 
JPM JPMorgan Chase & Co.
-0.96%
-$63,448.92 
XAR State Street SPDR S&P Aerospace & Defense ETF
-0.96%
-$16,831.5 
COST Costco Wholesale Corp
-0.93%
-$36,233 
SDY State Street SPDR S&P Dividend ETF
-0.89%
-$1,898.1 
WEC WEC Energy Group Inc.
-0.89%
-$3,381.01 
VHT Vanguard Health Care ETF
-0.84%
-$3,569.88 
TYL Tyler Technologies Inc.
-0.79%
-$2,954.31 
MRSH Marsh & McLennan Companies, Inc.
-0.77%
-$3,903.9 
GLDM SPDR Gold MiniShares Trust
-0.75%
-$7,095 
WMT Walmart Inc.
-0.75%
-$52,144.29 
XLU State Street Utilities Select Sector SPDR ETF
-0.75%
-$9,318.4 
ECL Ecolab Inc.
-0.73%
-$13,683.1 
GLD SPDR Gold Shares
-0.71%
-$33,068.7 
GS The Goldman Sachs Group, Inc.
-0.69%
-$6,617.4 
NFLX Netflix Inc.
-0.64%
-$18,094.4 
IYF iShares U.S. Financials ETF
-0.64%
-$20,982.36 
IEV iShares Europe ETF
-0.63%
-$35,761.46 
SPVM Invesco S&P 500 Value with Momentum ETF
-0.6%
-$1,918.66 
PAVE Global X U.S. Infrastructure Development ETF
-0.59%
-$15,879.13 
PHYS Sprott Physical Gold Trust
-0.58%
-$4,242 
ADP Automatic Data Processing Inc.
-0.55%
-$14,479.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.5%
-$1,722.98 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
-0.49%
-$20,825.4 
FDVV Fidelity High Dividend ETF
-0.47%
-$1,435.17 
AMZN Amazon.com Inc
-0.45%
-$29,766.24 
IWO iShares Russell 2000 Growth ETF
-0.44%
-$1,367.68 
MDT Medtronic plc
-0.42%
-$3,972.08 
WAB Wabtec Corporation
-0.4%
-$6,766.56 
USB U.S. Bancorp
-0.4%
-$1,688.4 
META Meta Platforms Inc Class A
-0.39%
-$11,699.47 
VTWG Vanguard Russell 2000 Growth ETF
-0.39%
-$26,831.97 
IWD iShares Russell 1000 Value ETF
-0.37%
-$4,672.32 
NEE NextEra Energy Inc.
-0.37%
-$16,297.5 
VO Vanguard Mid-Cap Index Fund ETF Shares
-0.36%
-$7,489.46 
BAC Bank of America Corporation
-0.36%
-$1,545.86 
ILCV iShares Morningstar Value ETF
-0.35%
-$1,804.92 
IVE iShares S&P 500 Value ETF
-0.34%
-$42,325.29 
YJUN FT Vest International Equity Moderate Buffer ETF - June
-0.33%
-$1,623.75 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.31%
-$3,456.7 
VB Vanguard Small-Cap ETF
-0.3%
-$8,585.38 
BRK-B Berkshire Hathaway Inc.
-0.29%
-$22,870.19 
PVAL Putnam Focused Large Cap Value ETF
-0.27%
-$1,274.4 
IWM iShares Russell 2000 ETF
-0.26%
-$862.13 
VEA Vanguard FTSE Developed Markets ETF
-0.26%
-$1,222.56 
IWS iShares Russell Mid-Cap Value ETF
-0.25%
-$6,216.94 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.23%
-$443.76 
CSB VictoryShares US Small Cap High Div Volatility Wtd ETF
-0.21%
-$15,054.73 
GOOGL Alphabet Inc
-0.2%
-$15,129.49 
IWV iShares Russell 3000 ETF
-0.16%
-$3,879.49 
IVV iShares Core S&P 500 ETF
-0.15%
-$3,096.23 
IWR iShares Russell Mid-Cap ETF
-0.14%
-$3,853.76 
VOO Vanguard S&P 500 ETF
-0.14%
-$313.1 
SPY State Street SPDR S&P 500 ETF Trust
-0.14%
-$24,275.41 
GOOG Alphabet Inc
-0.13%
-$2,883.8 
RPG Invesco S&P 500 Pure Growth ETF
-0.13%
-$2,080.75 
SEPT AllianzIM U.S. Equity Buffer10 Sep ETF
-0.13%
-$1,441.19 
GJUL FT Vest U.S. Equity Moderate Buffer ETF - July
-0.12%
-$763.96 
CGGO Capital Group Global Growth Equity ETF
-0.12%
-$365.18 
GEV GE Vernova Inc.
-0.11%
-$402.31 
VTI Vanguard Total Stock Market ETF
-0.11%
-$457.65 
AAPL Apple Inc.
-0.1%
-$14,754.98 
JUNT AllianzIM U.S. Equity Buffer10 Jun ETF
-0.09%
-$848.78 
DECT AllianzIM U.S. Equity Buffer10 Dec ETF
-0.07%
-$747.32 
BUFR FT Vest Laddered Buffer ETF
-0.07%
-$2,111.45 
NVBT AllianzIM U.S. Equity Buffer10 Nov ETF
-0.06%
-$197.8 
SPYI NEOS S&P 500 High Income ETF
-0.05%
-$113.6 
MAYT AllianzIM U.S. Equity Buffer10 May ETF
-0.04%
-$666.83 
CMI Cummins Inc.
-0.04%
-$119.22 
BUFZ FT Vest Laddered Moderate Buffer ETF
-0.04%
-$362.98 
GJUN FT Vest U.S. Equity Moderate Buffer ETF - June
-0.03%
-$385.51 
GMAY FT Vest U.S. Equity Moderate Buffer ETF - May
-0.02%
-$77.48 Events
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Dividends
Dividend Analysis
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| Trades 1497 | Longs Won 1060/1497 70% | Profit Factor 6.23 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $256,173.87 |
| Average Win $96,940.33 | Best Trade (Jun 30) $4.9M | Sharpe Ratio -10.77 |
| Average Loss -$37,743.52 | Worst Trade (Jun 29) -$1.73M | Z-Score 21.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 4d | Expectancy $57,623.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,333 | 7,500 | 6,667 | 5,833 | 5,000 | 4,167 | 3,333 | 2,500 | 1,667 | 833 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,290 | $8.89M | $14.71M | - | $5.82M | 65.49% | -0.1% |
| ABT Abbott Laboratories | 3,369 | $394,259.35 | $347,074.38 | - | -$47,184.97 | -11.97% | +0.498% |
| ADP Automatic Data Processing Inc. | 8,593 | $2.25M | $2.63M | - | $381,550.08 | 16.96% | -0.547% |
| AHR American Healthcare REIT, Inc. | 15,508 | $629,672.34 | $819,675.34 | - | $190,003 | 30.17% | -1.021% |
| AMAT Applied Materials Inc. | 413 | $298,599 | $157,637.97 | - | -$140,961.03 | -47.21% | +1.627% |
| AMD Advanced Micro Devices Inc. | 1,213 | $221,545.98 | $630,650.83 | - | $409,104.85 | 184.66% | +2.359% |
| AMZN Amazon.com Inc | 26,577 | $4.16M | $6.62M | - | $2.46M | 59.25% | -0.447% |
| APD Air Products and Chemicals Inc. | 1,600 | $464,784 | $493,512 | - | $28,728 | 6.18% | +0.073% |
| APRT AllianzIM U.S. Equity Buffer10 Apr ETF | 40,128 | $1.55M | $1.89M | - | $342,837.92 | 22.14% | +0.013% |
| ASML ASML Holding N.V. NY Registered Shares | 1,573 | $1.43M | $2.47M | - | $1.04M | 72.87% | +0.782% |
| AUGT AllianzIM U.S. Equity Buffer10 Aug ETF | 15,109 | $475,417.29 | $593,399.93 | - | $117,982.64 | 24.82% | 0.0 |
| AVGO Broadcom Inc. | 2,040 | $640,074.96 | $665,705.45 | - | $25,630.49 | 4% | +0.955% |
| AXON Axon Enterprise, Inc. | 777 | $339,906.29 | $324,226.56 | - | -$15,679.73 | -4.61% | +0.646% |
| AXP American Express Company | 740 | $273,663.83 | $232,604.2 | - | -$41,059.63 | -15% | -3.334% |
| BAC Bank of America Corporation | 8,356 | $317,632.51 | $425,278.62 | - | $107,646.11 | 33.89% | -0.362% |
| BMI Badger Meter, Inc. | 1,500 | $318,180 | $229,987.5 | - | -$88,192.5 | -27.72% | +2.463% |
| BRK-B Berkshire Hathaway Inc. | 14,567 | $5.86M | $7.94M | - | $2.08M | 35.56% | -0.287% |
| BUFR FT Vest Laddered Buffer ETF | 84,458 | $2.73M | $3.17M | - | $446,075.02 | 16.36% | -0.066% |
| BUFZ FT Vest Laddered Moderate Buffer ETF | 36,298 | $892,635.22 | $1.04M | - | $146,213.54 | 16.38% | -0.035% |
| CAT Caterpillar Inc. | 508 | $301,543.65 | $350,093.28 | - | $48,549.63 | 16.1% | -2.115% |
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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 - $2.79M, Walmart Inc - $1.78M, JPMorgan Chase & Co - $1.29M, and Micron Technology Inc - $1.29M. 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 Corp - $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 $8.75M earned over time. The largest contributors to dividend income include iShares S&P 500 Value ETF - $619,925.92, PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund - $570,416.87, State Street SPDR S&P 500 ETF Trust - $489,991.82, JPMorgan Chase & Co - $400,619.15, and PepsiCo, Inc - $344,835.58. 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.
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