JN
Jeffery Nauta Portfolio
Invests via Henrickson Nauta Wealth Advisors Inc. | Managed by Jeffery Nauta, Douglas Henrickson
Invests via Henrickson Nauta Wealth Advisors Inc.
Managed by Jeffery Nauta, Douglas Henrickson
Automatically Tracked
Jeffery Nauta Profile
With a background in entrepreneurship and investment, Jeffery Nauta has carved a niche as a visionary leader within the technology sector. His experience spans various startups where he played pivotal roles in scaling operations and driving innovation. Through strategic insights, he has not only contributed to product development but also forged partnerships that enhance market access for emerging tech solutions. Known for his dynamic approach to growth, his endeavors frequently intersect with venture capital interests, positioning him as a key figure in fostering new ventures aimed at reshaping industry standards.
With a background in entrepreneurship and investment, Jeffery Nauta has carved a niche as a visionary leader within the technology sector. His experience spans various startups where he played pivotal roles in scaling operations and driving innovation. Through strategic insights, he has not only contributed to product development but also forged partnerships that enhance market access for emerging tech solutions. Known for his dynamic approach to growth, his endeavors frequently intersect with venture capital interests, positioning him as a key figure in fostering new ventures aimed at reshaping industry standards.
Investment Philosophy & Strategy
In the fast-evolving landscape of technology investments, Jeffery Nauta stands out through his entrepreneurial acumen and commitment to innovation. With a focus on identifying disruptive startups, he employs a strategic lens that prioritizes scalability and competitive differentiation. His leadership fosters an environment where creativity thrives alongside operational rigor, resulting in robust partnerships that enhance visibility for burgeoning tech enterprises. Nauta's proactive engagement with venture capital further amplifies his efforts in championing transformative solutions across the sector.
In the fast-evolving landscape of technology investments, Jeffery Nauta stands out through his entrepreneurial acumen and commitment to innovation. With a focus on identifying disruptive startups, he employs a strategic lens that prioritizes scalability and competitive differentiation. His leadership fosters an environment where creativity thrives alongside operational rigor, resulting in robust partnerships that enhance visibility for burgeoning tech enterprises. Nauta's proactive engagement with venture capital further amplifies his efforts in championing transformative solutions across the sector.
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:
30.8%
Gain -0.01%
Monthly
0.43%
Yearly
5.23%
Drawdown
15.89%
$394.36M
Equity
Holdings
$394.36M
Investment
$349.85M
$120.4M
Profit -$26,889.21
Realized
$75.57M
Unrealized
$44.83M
Dividends
$18.01M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.01%
Profit
-$26,889.21
Win %
78%
This Week
Compared To Last Week
Gain
-0.01%
Profit
-$26,889.21
Win %
78%
This Month
Compared to last month
Gain
-0.29%
Profit
-$1.13M
Win %
78%
This Year
Compared to last year
Gain
8.35%
Profit
$23.98M
Win %
83%
OXBR Oxbridge Re Holdings Ltd.
+9.94%
+$5,896.86 
KLAC KLA Corporation
+5.55%
+$81,593.54 
GIFT Giftify Inc.
+3.37%
+$4,271.94 
FITB Fifth Third Bancorp
+2.45%
+$6,806.76 
JPM JPMorgan Chase & Co.
+2.31%
+$25,319.5 
SYK Stryker Corporation
+2.15%
+$10,128.64 
TSLA Tesla, Inc.
+1.82%
+$6,042.4 
HBAN Huntington Bancshares Incorporated
+1.8%
+$3,101.55 
PKG Packaging Corporation of America
+1.71%
+$3,868.31 
ACN Accenture plc Class A
+1.65%
+$3,822.6 
OKE ONEOK, Inc.
+1.56%
+$5,869.97 
URA Global X Uranium ETF
+1.54%
+$8,874.78 
XSD SPDR S&P Semiconductor ETF
+1.37%
+$8,302.69 
TXN Texas Instruments Inc
+1.35%
+$5,499.35 
ABBV AbbVie Inc.
+1.32%
+$2,743.92 
SPMO Invesco S&P 500 Momentum ETF
+1.26%
+$11,046.6 
APD Air Products and Chemicals, Inc.
+1.26%
+$4,809 
VLO Valero Energy Corporation
+1.2%
+$3,527.43 
DVY iShares Select Dividend ETF
+1.19%
+$5,046.18 
ITW Illinois Tool Works Inc.
+1.17%
+$53,714.32 
JNJ Johnson & Johnson
+1.07%
+$4,597.4 
MPC Marathon Petroleum Corporation
+1.06%
+$12,293.22 
PAVE Global X U.S. Infrastructure Development ETF
+1.01%
+$8,144.36 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,925.99 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$10,025.77 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$121,973.06 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$246,812.28 
VTV Vanguard Value ETF
+0.94%
+$2,633.09 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$139,754.5 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$4,102.17 
PG Procter & Gamble Co
+0.86%
+$2,152.65 
DISV Dimensional International Small Cap Equity Fund
+0.82%
+$156,439.56 
DFGR Dimensional Global Real Estate ETF
+0.79%
+$49,221.15 
PSX Phillips 66
+0.76%
+$1,848.14 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$1,494.72 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$5,921.88 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$666,740.02 
AVGE FRCL 3 2022Q3 Hb Float
+0.66%
+$1,490.45 
AVUS Avantis U.S. Equity ETF
+0.65%
+$160,412.5 
AVDE Avantis International Equity ETF
+0.59%
+$124,361.85 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$6,055.74 
AVRE Avantis Real Estate ETF
+0.59%
+$3,468.36 
VGT Vanguard Information Technology ETF
+0.58%
+$3,719.84 
AVSU Avantis Responsible U.S. Equity ETF
+0.57%
+$3,002.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$1,748.94 
EWU iShares MSCI United Kingdom ETF
+0.55%
+$5,263.96 
IVV iShares Core S&P 500 ETF
+0.55%
+$16,585.04 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$23,473.11 
GOOGL Alphabet Inc
+0.53%
+$7,452.82 
DFSU Dimensional US Sustainability Core 1 ETF
+0.52%
+$7,190.64 
IWB iShares Russell 1000 ETF
+0.52%
+$5,961.25 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.51%
+$5,089.78 
EWC iShares MSCI Canada ETF
+0.46%
+$4,648.05 
GOOG Alphabet Inc
+0.45%
+$3,716.8 
WMT Walmart Inc.
+0.45%
+$1,505.52 
AVSD Avantis Responsible International Equity ETF
+0.42%
+$5,715.36 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$214,571.8 
AVEM Avantis Emerging Markets Equity ETF
+0.42%
+$52,890 
ACWI iShares MSCI ACWI ETF
+0.41%
+$2,398.72 
MOAT VanEck Morningstar Wide Moat Fund
+0.41%
+$1,492.26 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
+0.4%
+$34,843.2 
PEP PepsiCo, Inc.
+0.38%
+$1,155.6 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$5,249.5 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$74,378.55 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$1,227.6 
DFSI Dimensional International Sustainability Core 1 ETF
+0.31%
+$6,533.66 
XOM Exxon Mobil Corporation
+0.28%
+$974.94 
EFA iShares MSCI EAFE ETF
+0.28%
+$4,243.24 
VCR Vanguard Consumer Discretionary ETF
+0.2%
+$611.52 
IEFA iShares Core MSCI EAFE ETF
+0.18%
+$1,030.68 
TRV The Travelers Companies, Inc.
+0.18%
+$839.44 
VUG Vanguard Growth ETF
+0.18%
+$531 
NVDA NVIDIA Corporation
+0.16%
+$2,807.68 
UFPI UFP Industries, Inc.
+0.14%
+$2,822.16 
EWD iShares MSCI Sweden ETF
+0.14%
+$336.49 
PH Parker-Hannifin Corporation
+0.12%
+$314.12 
VONG Vanguard Russell 1000 Growth Fund
+0.1%
+$438.49 
MSFT Microsoft Corp.
+0.1%
+$1,558.76 
EWG iShares MSCI Germany ETF
+0.1%
+$314.28 
CB Chubb Limited
+0.06%
+$141.55 
GLD SPDR Gold Shares
+0.06%
+$358.38 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$134.64 
TJX The TJX Companies, Inc.
+0.04%
+$132.65 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$309.6 
SUB iShares Short-Term National Muni Bond ETF
+0.03%
+$84.36 
DUSB Dimensional Ultrashort Fixed Income ETF
+0.02%
+$93.35 
ORCL Oracle Corporation
+0.02%
+$68.02 
LLY Eli Lilly and Company
-2.41%
-$8,999.88 
XAR SPDR S&P Aerospace & Defense ETF
-1.55%
-$5,410.09 
AAPL Apple Inc.
-1.52%
-$24,129 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-1.24%
-$4,664.72 
AMZN Amazon.com Inc
-1.23%
-$6,242.62 
AVGO Broadcom Inc.
-0.91%
-$4,438 
EWL iShares MSCI Switzerland ETF
-0.3%
-$1,363.82 
META Meta Platforms Inc Class A
-0.26%
-$2,204.02 
GILD Gilead Sciences Inc.
-0.22%
-$1,991.36 
CMSD CMS Energy Corp. 5.875% Preferred Stock
-0.18%
-$133.12 
DFCA Dimensional California Municipal Bond ETF
-0.1%
-$298.51 
EPD Enterprise Products Partners L.P.
-0.08%
-$225.39 
TSCO Tractor Supply Company
-0.03%
-$52.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$167.27 
DFIP Dimensional Inflation-Protected Securities ETF
-0.02%
-$992.08 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.02%
-$622.94 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$98.64 
MUB iShares National Muni Bond ETF
-0.01%
-$26.17 
IWY iShares Russell Top 200 Growth ETF
0%
-$11.2 Events
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Dividends
Dividend Analysis
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| Trades 1194 | Longs Won 689/1194 57% | Profit Factor 16.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $624,824.11 |
| Average Win $186,238.64 | Best Trade (Mar 31) $13.89M | Sharpe Ratio -21.88 |
| Average Loss -$15,676.74 | Worst Trade (Dec 31) -$2.52M | Z-Score -5.48 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 3d | Expectancy $100,838.92 |
| 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 | 25,000 | 22,500 | 20,000 | 17,500 | 15,000 | 12,500 | 10,000 | 7,500 | 5,000 | 2,500 |
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Returns
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