BN
Beth Nauman Portfolio
Invests via UNIVEST FINANCIAL Corp. | Managed by Beth Nauman
Invests via UNIVEST FINANCIAL Corp.
Managed by Beth Nauman
Automatically Tracked
Beth Nauman Profile
With a robust background in finance and operational leadership, Beth Nauman has built a significant reputation as an entrepreneur and investor. Her diverse career encompasses founding several innovative startups that have attracted considerable investment due to their unique value propositions. Her expertise spans from market analysis to strategic growth initiatives, which have propelled her ventures into notable players within their respective industries. Beyond entrepreneurial pursuits, she engages with emerging companies through mentorship roles and investment activities, contributing insights gained from her extensive experience navigating capital markets.
With a robust background in finance and operational leadership, Beth Nauman has built a significant reputation as an entrepreneur and investor. Her diverse career encompasses founding several innovative startups that have attracted considerable investment due to their unique value propositions. Her expertise spans from market analysis to strategic growth initiatives, which have propelled her ventures into notable players within their respective industries. Beyond entrepreneurial pursuits, she engages with emerging companies through mentorship roles and investment activities, contributing insights gained from her extensive experience navigating capital markets.
Investment Philosophy & Strategy
Capital deployment strategies are finely tuned by Beth Nauman’s extensive entrepreneurial and investment background. By identifying untapped market potential, she concentrates on innovative startups that showcase disruptive capabilities and scalable business models. Her acute understanding of operational dynamics allows for targeted support of nascent companies while also maintaining a strategic oversight on their growth trajectories. Investment decisions are influenced not just by financial metrics but also by the transformative impact these ventures can achieve within their sectors. Mentorship complements her approach, ensuring sustainable value creation through shared insights from years immersed in varied markets.
Capital deployment strategies are finely tuned by Beth Nauman’s extensive entrepreneurial and investment background. By identifying untapped market potential, she concentrates on innovative startups that showcase disruptive capabilities and scalable business models. Her acute understanding of operational dynamics allows for targeted support of nascent companies while also maintaining a strategic oversight on their growth trajectories. Investment decisions are influenced not just by financial metrics but also by the transformative impact these ventures can achieve within their sectors. Mentorship complements her approach, ensuring sustainable value creation through shared insights from years immersed in varied markets.
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:
95.04%
Gain +0.31%
Monthly
0.21%
Yearly
2.49%
Drawdown
25.7%
$2.11B
Equity
Holdings
$2.11B
Investment
$1.6B
$520.91M
Profit +$7.69M
Realized
$12.14M
Unrealized
$508.76M
Dividends
$168.96M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$7.69M
Win %
69%
This Week
Compared To Last Week
Gain
1.22%
Profit
$25.49M
Win %
69%
This Month
Compared to last month
Gain
0.08%
Profit
$1.64M
Win %
69%
This Year
Compared to last year
Gain
3.61%
Profit
$73.58M
Win %
71%
TMO Thermo Fisher Scientific Inc.
+4.62%
+$957,837.3 
QCOM QUALCOMM Incorporated
+4.25%
+$14,336.1 
MPC Marathon Petroleum Corporation
+3.6%
+$12,152.28 
DT Dynatrace, Inc.
+3.43%
+$124,145.37 
COP ConocoPhillips
+3.34%
+$59,115.84 
PSX Phillips 66
+3.09%
+$23,619.45 
CRWD CrowdStrike Holdings, Inc.
+3.02%
+$15,841.08 
RMD ResMed Inc.
+2.99%
+$85,554.36 
ANET Arista Networks, Inc.
+2.67%
+$314,552.85 
CVX Chevron Corporation
+2.62%
+$49,283.84 
DAR Darling Ingredients Inc.
+2.59%
+$103,215.84 
XOM Exxon Mobil Corporation
+2.54%
+$139,692 
A Agilent Technologies Inc.
+2.3%
+$24,150.1 
VDE Vanguard Energy ETF
+2.22%
+$14,749.76 
AMD Advanced Micro Devices, Inc.
+2.19%
+$24,860.16 
XLE Energy Select Sector SPDR Fund
+2.19%
+$790,238.73 
MTUS Metallus Inc.
+2.08%
+$3,900 
BDX Becton, Dickinson and Company
+1.64%
+$4,951.44 
MMM 3M Company
+1.63%
+$4,115.76 
NUE Nucor Corporation
+1.63%
+$8,468.24 
MRVL Marvell Technology, Inc.
+1.32%
+$3,931.2 
FTNT Fortinet Inc.
+1.29%
+$157,268.28 
WFC Wells Fargo & Company
+1.14%
+$5,216.65 
JPM JPMorgan Chase & Co.
+1%
+$120,136.27 
MNST Monster Beverage Corporation
+0.97%
+$66,425.54 
GEV GE Vernova Inc.
+0.85%
+$4,631.25 
T AT&T Inc.
+0.83%
+$3,548.82 
EQIX Equinix, Inc.
+0.83%
+$53,120.06 
LMT Lockheed Martin Corporation
+0.77%
+$34,854.3 
META Meta Platforms Inc Class A
+0.7%
+$295,684 
DHI D.R. Horton, Inc.
+0.6%
+$3,735.48 
NVDA NVIDIA Corporation
+0.57%
+$398,016.63 
GD General Dynamics Corporation
+0.51%
+$2,269.54 
MET MetLife Inc.
+0.48%
+$13,978.27 
ABBV AbbVie Inc.
+0.47%
+$8,479.51 
TD The Toronto-Dominion Bank
+0.47%
+$34,575.06 
INGR Ingredion Inc.
+0.46%
+$6,314.94 
SCHW Charles Schwab Corporation
+0.46%
+$48,040.58 
AMT American Tower Corporation
+0.45%
+$50,328.8 
PLD Prologis Inc.
+0.43%
+$8,995.8 
MU Micron Technology, Inc.
+0.39%
+$222,075.42 
PG Procter & Gamble Co
+0.36%
+$12,569.48 
BRK-A Berkshire Hathaway Inc.
+0.34%
+$5,218.94 
DE Deere & Company
+0.33%
+$1,413 
LHX L3Harris Technologies, Inc.
+0.32%
+$32,445.6 
GLD SPDR Gold Shares
+0.32%
+$1,495.62 
IAU iShares Gold Trust
+0.31%
+$1,024.75 
VZ Verizon Communications Inc.
+0.29%
+$3,916.95 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$7,939.47 
IDXX IDEXX Laboratories, Inc.
+0.23%
+$9,448.92 
JNJ Johnson & Johnson
+0.21%
+$38,918.88 
V Visa Inc. Class A
+0.1%
+$30,394.85 
ADI Analog Devices, Inc.
+0.1%
+$2,839.96 
NSC Norfolk Southern Corporation
+0.09%
+$1,343.57 
RTX RTX Corporation
+0.09%
+$1,121.32 
SSNC SS&C Technologies Holdings Inc.
+0.09%
+$816.06 
HDV iShares Core High Dividend ETF
+0.09%
+$250 
COF Capital One Financial Corporation
+0.03%
+$165.66 
BAC Bank of America Corporation
+0.03%
+$2,331.42 
WSFS WSFS Financial Corporation
+0.03%
+$232.32 
MBB iShares MBS ETF
+0.02%
+$1,012.68 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$109.12 
CSCO Cisco Systems, Inc.
+0.01%
+$475.2 
XYL Xylem Inc.
+0.01%
+$78.72 
C Citigroup Inc.
+0.01%
+$17.4 
CB Chubb Limited
0%
+$21.78 
TXN Texas Instruments Inc
0%
+$9.57 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
CASY Casey's General Stores Inc.
-5.54%
-$338,977.98 
STX Seagate Technology Holdings plc
-4.19%
-$11,606.56 
YUM Yum! Brands, Inc.
-3.8%
-$7,861.84 
SNPS Synopsys, Inc.
-3.6%
-$451,881.59 
AZO AutoZone Inc.
-3.56%
-$7,926.75 
HONA Honeywell Aerospace Inc.
-3.4%
-$8,936 
GE General Electric Company
-3.29%
-$27,583.02 
ORCL Oracle Corporation
-3.05%
-$29,282.5 
NFLX Netflix, Inc.
-3.01%
-$67,706.76 
SHOP Shopify Inc.
-3.01%
-$8,664.5 
EFX Equifax Inc.
-2.99%
-$27,037.5 
ADBE Adobe Inc.
-2.95%
-$207,618.88 
INTU Intuit Inc.
-2.91%
-$91,360.36 
WSO Watsco Inc.
-2.76%
-$39,522.59 
ROP Roper Technologies Inc.
-2.7%
-$12,825.34 
SBUX Starbucks Corporation
-2.51%
-$16,334.4 
REGN Regeneron Pharmaceuticals, Inc.
-2.47%
-$256,603.36 
TDG TransDigm Group Inc.
-2.38%
-$112,671.09 
BR Broadridge Financial Solutions, Inc.
-2.36%
-$230,847.72 
ORLY O'Reilly Automotive Inc.
-2.33%
-$12,195.75 
BKNG Booking Holdings Inc.
-2.3%
-$4,755.4 
MCO Moody's Corporation
-2.27%
-$33,376.36 
DIS The Walt Disney Company
-2.03%
-$13,728 
AMZN Amazon.com Inc
-2.01%
-$1.37M 
UNH UnitedHealth Group Incorporated
-1.98%
-$365,538.74 
CME CME Group Inc.
-1.92%
-$44,377.68 
COST Costco Wholesale Corporation
-1.91%
-$310,337.88 
EME EMCOR Group, Inc.
-1.89%
-$147,103.32 
CMCSA Comcast Corp
-1.85%
-$18,923.48 
HSY The Hershey Company
-1.85%
-$8,368.47 
FDXF FedEx Freight Holding Company Inc.
-1.84%
-$20,041.98 
LOW Lowe's Companies Inc.
-1.82%
-$15,389.43 
MCD McDonald's Corporation
-1.78%
-$67,106.16 
CEG Constellation Energy Corporation
-1.77%
-$14,208.48 
XLY Consumer Discretionary Select Sector SPDR Fund
-1.75%
-$18,566.46 
HD The Home Depot, Inc.
-1.72%
-$85,327.97 
ROST Ross Stores, Inc.
-1.64%
-$26,240.76 
MSFT Microsoft Corp.
-1.64%
-$1.52M 
PPL PPL Corporation
-1.6%
-$10,545.66 
AVGO Broadcom Inc.
-1.58%
-$764,493.3 
UBER Uber Technologies, Inc.
-1.57%
-$106,276.5 
WEC WEC Energy Group Inc.
-1.57%
-$22,680.9 
STT State Street Corp
-1.54%
-$4,323.9 
AMGN Amgen Inc.
-1.53%
-$73,335.6 
CRH CRH plc
-1.46%
-$27,675.7 
SPGI S&P Global Inc.
-1.43%
-$300,793.84 
PWR Quanta Services Inc.
-1.43%
-$18,538.3 
CRM Salesforce Inc
-1.42%
-$205,074.88 
FICO Fair Isaac Corporation
-1.4%
-$193,280.86 
ABNB Airbnb, Inc.
-1.36%
-$67,600.29 
FDX FedEx Corporation
-1.36%
-$123,359.7 
AEP American Electric Power Company, Inc.
-1.32%
-$2,454.3 
MCK McKesson Corporation
-1.29%
-$7,595.78 
BX Blackstone Inc.
-1.26%
-$49,246.38 
GOOGL Alphabet Inc
-1.26%
-$1.06M 
IWP iShares Russell Mid-Cap Growth ETF
-1.25%
-$8,703.62 
GOOG Alphabet Inc
-1.24%
-$113,734.74 
EXC Exelon Corporation
-1.23%
-$4,873.57 
GS The Goldman Sachs Group, Inc.
-1.21%
-$4,847.64 
VOT Vanguard Mid-Cap Growth ETF
-1.2%
-$5,864.3 
IWO iShares Russell 2000 Growth ETF
-1.19%
-$6,893.18 
SO The Southern Company
-1.18%
-$6,359.22 
MO Altria Group, Inc.
-1.13%
-$7,777.6 
TJX The TJX Companies, Inc.
-1.1%
-$117,457.78 
FE FirstEnergy Corp.
-1.1%
-$2,436.12 
DUK Duke Energy Corporation
-1.07%
-$5,987.84 
DVY iShares Select Dividend ETF
-1.06%
-$2,530.12 
AXP American Express Company
-1.03%
-$137,326.02 
ABT Abbott Laboratories
-1.03%
-$31,001.82 
CAH Cardinal Health Inc.
-1%
-$5,262.66 
LRCX Lam Research Corporation
-0.96%
-$6,893.22 
MAR Marriott International Inc. - Class A
-0.95%
-$4,002.46 
VRTX Vertex Pharmaceuticals Incorporated
-0.94%
-$44,159.12 
XLC Communication Services Select Sector SPDR Fund
-0.94%
-$11,093.76 
CTAS Cintas Corporation
-0.91%
-$6,932.08 
D Dominion Energy, Inc.
-0.91%
-$1,845.09 
WMT Walmart Inc.
-0.91%
-$45,267.75 
IWR iShares Russell Mid-Cap ETF
-0.91%
-$9,035.59 
EMR Emerson Electric Co.
-0.9%
-$3,236.36 
COR Cencora, Inc.
-0.9%
-$2,271.76 
TEL TE Connectivity plc
-0.89%
-$107,607.6 
PNC The PNC Financial Services Group, Inc.
-0.86%
-$6,854.84 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.86%
-$28,920.85 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$22,891.01 
ACN Accenture plc Class A
-0.83%
-$48,164.76 
XLP Consumer Staples Select Sector SPDR Fund
-0.82%
-$14,738.4 
DGRO iShares Core Dividend Growth ETF
-0.81%
-$7,292.88 
ULTA Ulta Beauty Inc.
-0.79%
-$66,374.57 
TT Trane Technologies plc
-0.76%
-$2,693.35 
SNA Snap-on Inc.
-0.75%
-$10,825.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.74%
-$4,579.32 
IVV iShares Core S&P 500 ETF
-0.74%
-$38,278.56 
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$21,042.45 
VO Vanguard Mid-Cap ETF
-0.74%
-$3,365.32 
VUG Vanguard Growth ETF
-0.73%
-$25,310.08 
KO The Coca-Cola Company
-0.73%
-$6,134.05 
MRK Merck & Co., Inc.
-0.72%
-$25,840.5 
SPEM SPDR Portfolio Emerging Markets ETF
-0.72%
-$10,115.25 
PEG Public Service Enterprise Group Incorporated
-0.72%
-$1,580.49 
AMAT Applied Materials, Inc.
-0.72%
-$114,346.56 
BLK BlackRock, Inc.
-0.71%
-$140,067.71 
ETR Entergy Corporation
-0.7%
-$10,620.04 
IWB iShares Russell 1000 ETF
-0.69%
-$1,575.74 
NEE NextEra Energy, Inc.
-0.69%
-$193,073.44 
TSLA Tesla, Inc.
-0.67%
-$16,510.12 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$2,884.26 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$12,087.2 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.64%
-$2,142.82 
KLAC KLA Corporation
-0.63%
-$1,080.7 
XLI Industrial Select Sector SPDR Fund
-0.63%
-$5,720.17 
MGK Vanguard Mega Cap Growth ETF
-0.62%
-$109,512.48 
PEP PepsiCo, Inc.
-0.62%
-$23,707.32 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$1,243.55 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.6%
-$38,718.37 
KMI Kinder Morgan, Inc.
-0.6%
-$6,563.43 
ALL Allstate Corporation
-0.6%
-$2,702.7 
CMI Cummins Inc.
-0.57%
-$1,368.87 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$4,460.93 
VONG Vanguard Russell 1000 Growth Fund
-0.55%
-$1,864.56 
ICE Intercontinental Exchange, Inc.
-0.54%
-$38,720.9 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.54%
-$111,322.49 
BMY Bristol-Myers Squibb Company
-0.53%
-$11,619.84 
AAPL Apple Inc.
-0.52%
-$621,975.27 
VB Vanguard Small-Cap ETF
-0.52%
-$2,613.81 
GWW W.W. Grainger, Inc.
-0.51%
-$1,152.27 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$57,417.89 
DFAE Dimensional Emerging Core Equity Market ETF
-0.48%
-$1,441.15 
URI United Rentals, Inc.
-0.48%
-$70,533.68 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.47%
-$1,382.53 
MDLZ Mondelez International, Inc.
-0.47%
-$43,181.58 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$19,254.9 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.45%
-$7,047.6 
EFV iShares MSCI EAFE Value ETF
-0.45%
-$9,497.67 
SHW The Sherwin-Williams Company
-0.44%
-$41,929.92 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.44%
-$726,093.72 
IYW iShares U.S. Technology ETF
-0.44%
-$5,476.79 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$817,758.1 
EXLS ExlService Holdings Inc.
-0.44%
-$26,811.84 
PM Philip Morris International Inc.
-0.44%
-$60,693.4 
PLTR Palantir Technologies Inc.
-0.43%
-$1,855.5 
HYD VanEck High Yield Muni ETF
-0.43%
-$883.68 
VOO Vanguard S&P 500 ETF
-0.43%
-$113,141.62 
VIG Vanguard Dividend Appreciation ETF
-0.43%
-$1,190.34 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.42%
-$2,100.72 
VONV Vanguard Russell 1000 Value Index Fund
-0.42%
-$1,184.87 
EFA iShares MSCI EAFE ETF
-0.42%
-$1,779.8 
VTEB Vanguard Tax-Exempt Bond ETF
-0.41%
-$15,100.4 
IXUS iShares Core International Stock ETF
-0.41%
-$2,194.14 
VOE Vanguard Mid-Cap Value ETF
-0.41%
-$14,955.95 
PH Parker-Hannifin Corporation
-0.4%
-$23,846.25 
MDY SPDR S&P MidCap 400 ETF Trust
-0.4%
-$815.71 
MRSH Marsh & McLennan Companies, Inc.
-0.4%
-$12,449.52 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$5,834.68 
DFAI Dimensional International Core Equity Market ETF
-0.38%
-$1,795.52 
WM Waste Management, Inc.
-0.38%
-$11,118.38 
UNP Union Pacific Corporation
-0.37%
-$13,289.85 
ZTS Zoetis Inc.
-0.35%
-$13,484.9 
HYPR Hyperfine Inc.
-0.35%
-$30.11 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.34%
-$2,134.46 
WTRG Essential Utilities Inc.
-0.34%
-$1,375.36 
VGT Vanguard Information Technology ETF
-0.34%
-$3,171.2 
UVSP Univest Financial Corporation
-0.33%
-$70,480.62 
NOW ServiceNow, Inc.
-0.32%
-$17,658.1 
ECL Ecolab Inc.
-0.32%
-$22,048.41 
EFG iShares MSCI EAFE Growth ETF
-0.32%
-$2,529.66 
XLF Financial Select Sector SPDR Fund
-0.32%
-$4,187.14 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$13,822.24 
LIN Linde plc
-0.31%
-$2,122.8 
BA Boeing Company
-0.29%
-$1,892.86 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$17,106.44 
IBM International Business Machines Corporation
-0.27%
-$2,431 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$3,269.52 
MUB iShares National Muni Bond ETF
-0.25%
-$38,608.18 
ETN Eaton Corporation plc
-0.25%
-$3,199.7 
VNQ Vanguard Real Estate ETF
-0.24%
-$2,862.81 
MA Mastercard Incorporated
-0.23%
-$19,143.3 
JNK SPDR Bloomberg High Yield Bond ETF
-0.21%
-$10,151.8 
ISRG Intuitive Surgical, Inc.
-0.21%
-$8,806.98 
CINF Cincinnati Financial Corporation
-0.2%
-$2,598.75 
ITW Illinois Tool Works Inc.
-0.19%
-$788.46 
VYM Vanguard High Dividend Yield ETF
-0.18%
-$380.7 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.16%
-$5,378.12 
MS Morgan Stanley
-0.15%
-$862.73 
FNDF Schwab Fundamental International Large Company Index ETF
-0.14%
-$396.88 
CAT Caterpillar Inc.
-0.14%
-$4,372.29 
BNDX Vanguard Total International Bond ETF
-0.13%
-$4,678.62 
AVUV Avantis U.S. Small Cap Value ETF
-0.12%
-$442.64 
LLY Eli Lilly and Company
-0.11%
-$43,966 
MGV Vanguard Mega Cap Value ETF
-0.1%
-$238.67 
SYK Stryker Corporation
-0.09%
-$461 
VTV Vanguard Value ETF
-0.06%
-$9,572.5 
FAST Fastenal Co.
-0.06%
-$800.19 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$35,258.54 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.06%
-$137.82 
INTC Intel Corporation
-0.05%
-$605 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$25,576.94 
EU Encore Energy Corp
-0.04%
-$6.08 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$93.24 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$1,026.97 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.04%
-$91.32 
TRV The Travelers Companies, Inc.
-0.03%
-$191.34 
GLW Corning Incorporated
-0.03%
-$829.6 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$60.7 
CACI Caci International Inc.
-0.02%
-$52.2 
VGSH Vanguard Short-Term Treasury Fund
-0.02%
-$127.63 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$63.31 Events
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Dividends
Dividend Analysis
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No Data
| Trades 9225 | Longs Won 6118/9225 66% | Profit Factor 1.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.22M |
| Average Win $173,463.38 | Best Trade (Sep 23) $51.14M | Sharpe Ratio -8.89 |
| Average Loss -$184,820.72 | Worst Trade (Jun 30) -$293.3M | Z-Score -6.31 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 1w 2d | Expectancy $56,466.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.03% | 0.56% | 8.68% |
| Consecutive Losing Trades | 11,364 | 10,227 | 9,091 | 7,955 | 6,818 | 5,682 | 4,545 | 3,409 | 2,273 | 1,136 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 7,145 | $924,350.73 | $1.07M | - | $148,685.37 | 16.09% | +2.302% |
| AAPL Apple Inc. | 357,455 | $80.55M | $118.44M | - | $37.89M | 47.05% | -0.522% |
| ABBV AbbVie Inc. | 6,866 | $1.35M | $1.81M | - | $452,003.77 | 33.39% | +0.472% |
| ABNB Airbnb, Inc. | 29,013 | $3.74M | $4.88M | - | $1.15M | 30.65% | -1.365% |
| ABT Abbott Laboratories | 29,247 | $3.31M | $2.98M | - | -$323,496 | -9.78% | -1.028% |
| ACN Accenture plc Class A | 29,916 | $8.28M | $5.79M | - | -$2.49M | -30.1% | -0.826% |
| ADBE Adobe Inc. | 26,482 | $7.93M | $6.83M | - | -$1.1M | -13.9% | -2.952% |
| ADI Analog Devices, Inc. | 7,573 | $1.79M | $2.74M | - | $951,506.11 | 53.3% | +0.104% |
| AEP American Electric Power Company, Inc. | 1,515 | $207,213 | $182,724.15 | - | -$24,488.85 | -11.82% | -1.325% |
| AGG iShares Core U.S. Aggregate Bond ETF | 2,331 | $230,722 | $223,426.35 | - | -$7,295.65 | -3.16% | -0.042% |
| ALL Allstate Corporation | 1,755 | $342,968.09 | $450,929.7 | - | $107,961.61 | 31.48% | -0.596% |
| AMAT Applied Materials, Inc. | 37,614 | $7.6M | $15.84M | - | $8.24M | 108.45% | -0.717% |
| AMD Advanced Micro Devices, Inc. | 2,304 | $800,580.95 | $1.16M | - | $361,095.85 | 45.1% | +2.187% |
| AMGN Amgen Inc. | 12,536 | $4.02M | $4.71M | - | $684,650.73 | 17.01% | -1.533% |
| AMT American Tower Corporation | 62,911 | $13.4M | $11.18M | - | -$2.21M | -16.53% | +0.452% |
| AMZN Amazon.com Inc | 269,380 | $48.88M | $66.93M | - | $18.05M | 36.93% | -2.008% |
| ANET Arista Networks, Inc. | 62,785 | $7.25M | $12.11M | - | $4.86M | 67.02% | +2.668% |
| AVGO Broadcom Inc. | 140,274 | $26.03M | $47.59M | - | $21.56M | 82.81% | -1.581% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,951 | $283,148.45 | $365,540.37 | - | $82,391.92 | 29.1% | -0.121% |
| AXP American Express Company | 40,629 | $9.57M | $13.18M | - | $3.61M | 37.77% | -1.031% |
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FAQ
Which stocks have generated the highest profits for Beth Nauman?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $31.51M, Vanguard Total International Stock Index Fund Investor Shares - $23.66M, Alphabet Inc - $15.37M, Costco Wholesale Corporation - $12.14M, and Vanguard S&P 500 ETF - $11.73M. 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: EAS - $298.1M, LU - $10.17M, Pool Corporation - $4.94M, 001957109 - $3.54M, and Cisco Systems, Inc - $3.13M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Beth Nauman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $168.96M earned over time. The largest contributors to dividend income include Vanguard Total International Stock Index Fund Investor Shares - $15.78M, Univest Financial Corporation - $14.75M, General Electric Company - $9.94M, Citigroup Inc - $8.58M, and SPDR Portfolio Aggregate Bond ETF - $5.28M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Beth Nauman's monthly returns?
Beth Nauman's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Beth Nauman's strategy be considered aggressive or moderate?
Beth Nauman's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Beth Nauman's strategy?
Beth Nauman's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
