ENW
Eric N. Ward Portfolio
Invests via Natixis Investment Managers LLC | Managed by Eric N. Ward
Invests via Natixis Investment Managers LLC
Managed by Eric N. Ward
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Eric N. Ward Profile
With an extensive background in corporate leadership, Eric N. Ward has developed a strong reputation in the investment community as a skilled operating executive. His diverse career encompasses senior roles within multiple industries where he has excelled at driving growth and optimizing organizational performance. Known for his strategic approach to business development, he has been instrumental in navigating complex market dynamics and fostering innovative practices that enhance competitive positioning. His depth of experience not only aids his firms but also contributes significantly to the broader investment ecosystem.
With an extensive background in corporate leadership, Eric N. Ward has developed a strong reputation in the investment community as a skilled operating executive. His diverse career encompasses senior roles within multiple industries where he has excelled at driving growth and optimizing organizational performance. Known for his strategic approach to business development, he has been instrumental in navigating complex market dynamics and fostering innovative practices that enhance competitive positioning. His depth of experience not only aids his firms but also contributes significantly to the broader investment ecosystem.
Investment Philosophy & Strategy
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:
6.99%
Gain +0.44%
Monthly
0.22%
Yearly
2.69%
Drawdown
22.4%
$172.18M
Equity
Holdings
$172.18M
Investment
$171.3M
$1.33M
Profit +$229,759.53
Realized
$441,394.27
Unrealized
$884,759.28
Dividends
$5.04M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.44%
Profit
$229,759.53
Win %
66%
This Week
Compared To Last Week
Gain
1.58%
Profit
$2.68M
Win %
66%
This Month
Compared to last month
Gain
1.81%
Profit
$3.06M
Win %
66%
This Year
Compared to last year
Gain
-0.6%
Profit
-$1.02M
Win %
66%
Events
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Dividends
Dividend Analysis
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| Trades 17 | Longs Won 10/17 58% | Profit Factor 1.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.03M |
| Average Win $682,737.11 | Best Trade (Oct 16) $2.17M | Sharpe Ratio -9.62 |
| Average Loss -$601,530.61 | Worst Trade (Oct 15) -$2.49M | Z-Score -0.38 (29.68%) |
| Commissions $0 | Avg. Trade Length 8m 1d | Expectancy $78,009.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.37% | 7.07% |
| Consecutive Losing Trades | 286 | 258 | 229 | 200 | 172 | 143 | 114 | 86 | 57 | 29 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 LSCP Natixis Loomis Sayles Dynamic Core Plus ETF | 1.99M | $49.87M | $47.86M | - | -$2M | -4.02% | +0.012% |
 LSTB Natixis Loomis Sayles Total Return Bond ETF | 1.99M | $49.86M | $47.87M | - | -$1.99M | -3.99% | 0.0 |
 OAKG Oakmark Global Large Cap ETF | 953,924 | $23.72M | $25.8M | - | $2.09M | 8.8% | +0.966% |
 OAKI Oakmark International Large Cap ETF | 1.92M | $47.86M | $50.65M | - | $2.79M | 5.83% | -0.046% |
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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 Eric N. Ward?
The largest contributions to the portfolio's profits come from the following stocks: Natixis Gateway Quality Income ETF - $4.12M, Oakmark U.S. Large Cap ETF - $1.02M, Natixis Loomis Sayles Focused Growth ETF - $539,391.4, Natixis Loomis Sayles Total Return Bond ETF - $486,690.05, and Natixis Loomis Sayles Dynamic Core Plus ETF - $429,081.84. 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: Natixis Vaughan Nelson Mid Cap ETF - $37,102.49. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Eric N. Ward's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.04M earned over time. The largest contributors to dividend income include Natixis Gateway Quality Income ETF - $3.47M, Natixis Loomis Sayles Total Return Bond ETF - $486,690.05, Natixis Loomis Sayles Dynamic Core Plus ETF - $429,081.84, SPDR Loomis Sayles Opportunistic Bond ETF - $381,508.47, and Oakmark U.S. Large Cap ETF - $263,784.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Eric N. Ward's monthly returns?
Eric N. Ward'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 Eric N. Ward's strategy be considered aggressive or moderate?
Eric N. Ward's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Eric N. Ward's strategy?
Eric N. Ward'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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