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
Automatically Tracked
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:
31.32%
Gain +0.52%
Monthly
0.97%
Yearly
12.29%
Drawdown
28.88%
$151.57M
Equity
Holdings
$151.57M
Investment
$138.23M
$15.27M
Profit +$300,763.73
Realized
$1.94M
Unrealized
$13.34M
Dividends
$13.61M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.52%
Profit
$300,763.73
Win %
87%
This Week
Compared To Last Week
Gain
3.33%
Profit
$4.88M
Win %
87%
This Month
Compared to last month
Gain
3.33%
Profit
$4.88M
Win %
87%
This Year
Compared to last year
Gain
-27.49%
Profit
$11.44M
Win %
87%
Events
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Dividends
Dividend Analysis
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| Trades 14 | Longs Won 11/14 78% | Profit Factor 45.46 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.35M |
| Average Win $1.42M | Best Trade (Aug 06) $4.63M | Sharpe Ratio -9.16 |
| Average Loss -$114,510.44 | Worst Trade (Aug 05) -$354,272.27 | Z-Score 1.54 (87.61%) |
| Commissions $0 | Avg. Trade Length 1y 1m 3w 2d | Expectancy $1.09M |
| 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 | 1,323 | 1,190 | 1,058 | 926 | 794 | 661 | 529 | 397 | 265 | 132 |
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Returns
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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 - $11.8M, SPDR Loomis Sayles Opportunistic Bond ETF - $2.17M, Oakmark U.S. Large Cap ETF - $1.02M, Natixis Loomis Sayles Focused Growth ETF - $549,378.4, and Natixis Vaughan Nelson Mid Cap ETF - $4,460.75. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Eric N. Ward's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.61M earned over time. The largest contributors to dividend income include Natixis Gateway Quality Income ETF - $11.16M, SPDR Loomis Sayles Opportunistic Bond ETF - $2.17M, Oakmark U.S. Large Cap ETF - $263,784.6, Natixis Loomis Sayles Focused Growth ETF - $19,974, and Natixis Vaughan Nelson Mid Cap ETF - $4,460.75. 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.
