Nicholas A. Coppola Portfolio
Invests via POWER WEALTH MANAGEMENT LLC | Managed by Nicholas A. Coppola
Invests via POWER WEALTH MANAGEMENT LLC
Managed by Nicholas A. Coppola
Automatically Tracked
Nicholas A. Coppola Profile
Veteran finance executive and investor focused on middle-market private equity, growth capital and operational turnarounds. Nicholas A. Coppola leverages deal origination, portfolio management and board-level operational oversight to drive value creation across consumer and industrial sectors. Experienced in executing buyouts, add-on acquisitions and capital raises, he is known in markets for disciplined underwriting, hands-on governance and strategic re-positioning of underperforming businesses.
Veteran finance executive and investor focused on middle-market private equity, growth capital and operational turnarounds. Nicholas A. Coppola leverages deal origination, portfolio management and board-level operational oversight to drive value creation across consumer and industrial sectors. Experienced in executing buyouts, add-on acquisitions and capital raises, he is known in markets for disciplined underwriting, hands-on governance and strategic re-positioning of underperforming businesses.
Investment Philosophy & Strategy
Focuses on middle‑market private equity and growth capital with a value‑oriented, operationally driven approach. Prefers control or control‑plus investments in consumer and industrial niches where hands‑on governance, turnaround playbooks and add‑on consolidation can accelerate EBITDA expansion. Underwrites with conservative leverage, staged capital deployment and measurable KPIs, prioritizing board engagement, margin restoration and cash‑flow resilience across a 3–7 year value‑creation horizon.
Focuses on middle‑market private equity and growth capital with a value‑oriented, operationally driven approach. Prefers control or control‑plus investments in consumer and industrial niches where hands‑on governance, turnaround playbooks and add‑on consolidation can accelerate EBITDA expansion. Underwrites with conservative leverage, staged capital deployment and measurable KPIs, prioritizing board engagement, margin restoration and cash‑flow resilience across a 3–7 year value‑creation horizon.
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:
6.3%
Gain
Monthly
0.2%
Yearly
2.43%
Drawdown
18.73%
$283.02M
Equity
Holdings
$283.02M
Investment
$248.7M
$43.95M
Profit -$418,414.81
Realized
$9.62M
Unrealized
$34.32M
Dividends
$17.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$418,414.81
Win %
67%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$34,938.04
Win %
67%
This Month
Compared to last month
Gain
0.63%
Profit
$1.78M
Win %
67%
This Year
Compared to last year
Gain
5.42%
Profit
$14.56M
Win %
67%
EFX Equifax Inc.
+4.38%
+$33,606.88 
ZTS Zoetis Inc.
+3.55%
+$15,949.35 
WDAY Workday Inc.
+3.37%
+$21,156.28 
CRM Salesforce Inc
+3.3%
+$45,909.24 
ADSK Autodesk, Inc.
+3.15%
+$42,927.48 
VZ Verizon Communications Inc.
+2.95%
+$41,145.39 
FIS Fidelity National Information Services, Inc.
+2.85%
+$10,422.36 
KR Kroger Co.
+2.63%
+$38,063.54 
SHOP Shopify Inc.
+2.61%
+$13,094.42 
KO The Coca-Cola Company
+2.4%
+$7,171.56 
MA Mastercard Incorporated
+2.21%
+$15,298.35 
WMT Walmart Inc.
+2.18%
+$16,216.55 
J Jacobs Solutions Inc.
+2.09%
+$15,677.35 
V Visa Inc. Class A
+1.84%
+$23,256.84 
HD The Home Depot, Inc.
+1.78%
+$28,168.59 
MSFT Microsoft Corp.
+1.59%
+$47,390.61 
COF Capital One Financial Corporation
+1.47%
+$13,157.92 
ICE Intercontinental Exchange, Inc.
+1.38%
+$22,714.17 
FISV Fiserv, Inc.
+1.27%
+$6,781.44 
LLY Eli Lilly and Company
+1.27%
+$21,594.1 
CTVA Corteva Inc.
+1.21%
+$11,434.2 
L Loews Corporation
+1.2%
+$2,566.35 
DE Deere & Company
+1.04%
+$11,707.56 
XOM Exxon Mobil Corporation
+1.02%
+$4,084.8 
SO The Southern Company
+0.98%
+$2,617.02 
AAPL Apple Inc.
+0.9%
+$35,479.37 
UBER Uber Technologies, Inc.
+0.87%
+$2,540.79 
WFC Wells Fargo & Company
+0.82%
+$2,844.99 
IWD iShares Russell 1000 Value ETF
+0.74%
+$3,899.73 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.66%
+$110,346.3 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$9,593.58 
NFLX Netflix, Inc.
+0.47%
+$2,287.6 
LIN Linde plc
+0.41%
+$996.32 
JEPI JPMorgan Equity Premium Income Fund
+0.4%
+$43,708.95 
AMZN Amazon.com Inc
+0.33%
+$13,480.32 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.24%
+$8,227.2 
NMM Navios Maritime Partners L.P. Partnership Units
+0.15%
+$437 
GOOG Alphabet Inc
+0.12%
+$2,288.55 
GOOGL Alphabet Inc
+0.11%
+$6,712.36 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$1,105.48 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$153.04 
SCHW Charles Schwab Corporation
+0.02%
+$481.2 
TBLL Invesco Short Term Treasury ETF
+0.01%
+$833.37 
RDVY First Trust Rising Dividend Achievers ETF
+0.01%
+$17.87 
LITE Lumentum Holdings Inc.
-6.96%
-$17,837.71 
ORCL Oracle Corporation
-4.37%
-$24,512.85 
FIX Comfort Systems USA, Inc.
-4.22%
-$11,947.9 
CI The Cigna Group
-4.14%
-$31,084.46 
AVGO Broadcom Inc.
-3.59%
-$24,046.49 
ELV Elevance Health, Inc.
-3.14%
-$68,196.66 
GEV GE Vernova Inc.
-3.13%
-$10,497.17 
SLV iShares Silver Trust
-3.06%
-$12,252.79 
BWA BorgWarner Inc.
-2.59%
-$67,402.64 
NVDA NVIDIA Corporation
-2.5%
-$56,907.27 
EEM iShares MSCI Emerging Markets ETF
-2.18%
-$8,083.79 
DBP Invesco DB Precious Metals Fund
-1.89%
-$3,515.95 
META Meta Platforms Inc Class A
-1.87%
-$42,235.6 
C Citigroup Inc.
-1.67%
-$24,137.89 
GLD SPDR Gold Shares
-1.65%
-$8,257.12 
TSLA Tesla, Inc.
-1.57%
-$13,639.26 
IWF iShares Russell 1000 Growth ETF
-1.53%
-$12,965.4 
RTX RTX Corporation
-1.48%
-$3,062.41 
SCHE Schwab Emerging Markets Equity ETF
-1.28%
-$88,942.41 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.2%
-$186,076.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.18%
-$41,231.24 
NOW ServiceNow, Inc.
-1.17%
-$5,648.16 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.15%
-$14,770.74 
SCHF Schwab International Equity ETF
-1.13%
-$176,886 
ALIT Alight Inc.
-1.06%
-$610.52 
IBIT iShares Bitcoin Trust
-1.02%
-$2,511 
TEL TE Connectivity plc
-0.98%
-$15,923.16 
VUG Vanguard Growth ETF
-0.93%
-$2,963.34 
TDIV FT NASDAQ Technology Dividend Index Fund
-0.91%
-$2,763.75 
ABNB Airbnb, Inc.
-0.71%
-$7,160.3 
JPM JPMorgan Chase & Co.
-0.51%
-$2,908.09 
IVV iShares Core S&P 500 ETF
-0.38%
-$28,985.6 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$13,086.72 
VOO Vanguard S&P 500 ETF
-0.37%
-$4,566.15 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$2,727.53 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$3,679.08 
MGM MGM Resorts International
-0.31%
-$6,873.87 
NEE NextEra Energy, Inc.
-0.24%
-$2,155.02 
MUB iShares National Muni Bond ETF
-0.15%
-$2,863.04 
FBND Fidelity Total Bond ETF
-0.12%
-$45,686.14 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$12,222.49 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.12%
-$25,513.77 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.11%
-$31,802.2 
BND Vanguard Total Bond Market Index Fund
-0.08%
-$398.82 
JPIB JPMorgan International Bond ETF
-0.08%
-$5,671.59 
AGG iShares Core U.S. Aggregate Bond ETF
-0.07%
-$355.42 
VTWO Vanguard Russell 2000 ETF
-0.05%
-$126.6 
IWM iShares Russell 2000 ETF
-0.04%
-$402.73 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$332.25 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$127.62 Events
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Dividends
Dividend Analysis
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| Trades 863 | Longs Won 562/863 65% | Profit Factor 4.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,296.91 |
| Average Win $99,049.89 | Best Trade (Jul 16) $3.2M | Sharpe Ratio -12.36 |
| Average Loss -$38,933.61 | Worst Trade (Jul 10) -$552,903.38 | Z-Score 3.86 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4w | Expectancy $50,923.55 |
| 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 | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
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Returns
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