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:
84.12%
Gain +0.68%
Monthly
1.05%
Yearly
13.34%
Drawdown
26.18%
$420.28M
Equity
Holdings
$420.28M
Investment
$367.04M
$128.81M
Profit +$4.99M
Realized
$75.56M
Unrealized
$53.25M
Dividends
$20.19M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.68%
Profit
$4.99M
Win %
74%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$5.6M
Win %
74%
This Month
Compared to last month
Gain
-0.41%
Profit
-$1.75M
Win %
74%
This Year
Compared to last year
Gain
2.39%
Profit
$9.78M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$101,240.45 
GOOG Alphabet Inc
+6.88%
+$58,481.62 
GOOGL Alphabet Inc
+6.73%
+$96,823.23 
META Meta Platforms Inc Class A
+3.28%
+$36,491.5 
MSFT Microsoft Corp.
+3.02%
+$72,853.33 
NVDA NVIDIA Corporation
+2.93%
+$70,558.56 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$8,101.18 
CVX Chevron Corporation
+2.35%
+$5,885.04 
CSCO Cisco Systems, Inc.
+2.14%
+$4,522.23 
OKE ONEOK, Inc.
+1.95%
+$7,208.82 
ORCL Oracle Corporation
+1.81%
+$7,821.66 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$20,075.52 
PH Parker-Hannifin Corporation
+1.43%
+$4,012.09 
KLAC KLA Corporation
+1.38%
+$13,306.61 
IOO iShares Global 100 ETF
+1.15%
+$2,395.68 
ITW Illinois Tool Works Inc.
+1.15%
+$58,623.5 
VUG Vanguard Growth ETF
+1.1%
+$3,292.2 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$4,640.84 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$5,431.17 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$2,616.6 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$3,371.38 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,486.75 
TSLA Tesla, Inc.
+0.76%
+$1,949.34 
MPC Marathon Petroleum Corporation
+0.76%
+$10,566.25 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$7,411.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$35,388.37 
CAT Caterpillar Inc.
+0.7%
+$1,207.71 
IVV iShares Core S&P 500 ETF
+0.69%
+$28,769.28 
DFSU Dimensional US Sustainability Core 1 ETF
+0.67%
+$9,421.26 
UFPI UFP Industries, Inc.
+0.65%
+$14,560.56 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,977.68 
IWB iShares Russell 1000 ETF
+0.64%
+$7,324.65 
AVUS Avantis U.S. Equity ETF
+0.57%
+$138,624.48 
PSX Phillips 66
+0.51%
+$1,484.97 
ACWI iShares MSCI ACWI ETF
+0.49%
+$2,669.56 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$3,618.45 
AVSU Avantis Responsible U.S. Equity ETF
+0.44%
+$2,314.57 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.43%
+$82,403.52 
PFE Pfizer Inc.
+0.4%
+$1,362.8 
VLO Valero Energy Corporation
+0.38%
+$1,388.73 
AVGO Broadcom Inc.
+0.37%
+$2,472.48 
PG Procter & Gamble Co
+0.37%
+$976.26 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$779.34 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$378,839.52 
GIFT Giftify Inc.
+0.35%
+$427.19 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.32%
+$3,008.65 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,730.19 
JPM JPMorgan Chase & Co.
+0.27%
+$3,319.14 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$852.73 
JNJ Johnson & Johnson
+0.21%
+$1,223.77 
CB Chubb Limited
+0.15%
+$343.97 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$11,680.47 
WMT Walmart Inc.
+0.09%
+$336.71 
AVGE FRCL 3 2022Q3 Hb Float
+0.07%
+$147.28 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$4,134.8 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$21.1 
OXBR Oxbridge Re Holdings Ltd.
0%
$0 
DUSB Dimensional Ultrashort Fixed Income ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$178,186.84 
SYK Stryker Corporation
-6.42%
-$40,926.88 
MU Micron Technology, Inc.
-5.9%
-$18,173.74 
ABBV AbbVie Inc.
-2.51%
-$9,646.77 
AMD Advanced Micro Devices, Inc.
-1.9%
-$5,941.33 
APD Air Products and Chemicals, Inc.
-1.77%
-$7,258.77 
URA Global X Uranium ETF
-1.64%
-$8,360.3 
LRCX Lam Research Corporation
-1.58%
-$2,585.01 
GLD SPDR Gold Shares
-1.49%
-$6,850.77 
TJX The TJX Companies, Inc.
-1.21%
-$3,674.86 
EWL iShares MSCI Switzerland ETF
-1.19%
-$5,455.28 
PKG Packaging Corporation of America
-1.12%
-$2,834.64 
TXN Texas Instruments Inc
-1.08%
-$4,445.47 
INTC Intel Corporation
-1.02%
-$1,699.11 
XOM Exxon Mobil Corporation
-0.97%
-$3,915.27 
GILD Gilead Sciences Inc.
-0.81%
-$7,598 
AVRE Avantis Real Estate ETF
-0.75%
-$2,932.25 
CVS CVS Health Corporation
-0.75%
-$1,775.92 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$1,557.6 
EWC iShares MSCI Canada ETF
-0.67%
-$6,886 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,661.59 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$3,607.38 
EFA iShares MSCI EAFE ETF
-0.62%
-$9,657.12 
AVSD Avantis Responsible International Equity ETF
-0.62%
-$8,556.03 
DFSI Dimensional International Sustainability Core 1 ETF
-0.61%
-$13,662.32 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$311,939.32 
EWU iShares MSCI United Kingdom ETF
-0.56%
-$5,466.42 
LLY Eli Lilly and Company
-0.53%
-$2,304.88 
DISV Dimensional International Small Cap Equity Fund
-0.52%
-$103,148.1 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$31,324.2 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$72,989 
AVDE Avantis International Equity ETF
-0.46%
-$97,144.32 
PEP PepsiCo, Inc.
-0.46%
-$1,434.88 
DVY iShares Select Dividend ETF
-0.45%
-$1,953.31 
TRV The Travelers Companies, Inc.
-0.43%
-$2,443.37 
HD The Home Depot, Inc.
-0.42%
-$1,014.71 
VGT Vanguard Information Technology ETF
-0.38%
-$2,843.59 
CMS CMS Energy Corporation
-0.37%
-$983.88 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$740.53 
VTV Vanguard Value ETF
-0.27%
-$772.89 
EWD iShares MSCI Sweden ETF
-0.27%
-$672.98 
HBAN Huntington Bancshares Incorporated
-0.23%
-$424.51 
VB Vanguard Small-Cap ETF
-0.22%
-$908.13 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.22%
-$18,551.04 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,348.58 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$1,650.56 
EPD Enterprise Products Partners L.P.
-0.18%
-$525.92 
FITB Fifth Third Bancorp
-0.16%
-$469.17 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$42,314.36 
MUB iShares National Muni Bond ETF
-0.11%
-$314.16 
DFIP Dimensional Inflation-Protected Securities ETF
-0.11%
-$5,635.85 
DFCA Dimensional California Municipal Bond ETF
-0.07%
-$208.95 
EWG iShares MSCI Germany ETF
-0.07%
-$235.71 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.06%
-$1,781.46 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$226.3 
VO Vanguard Mid-Cap ETF
-0.05%
-$202.72 
DFNM Dimensional National Municipal Bond ETF
-0.04%
-$94.82 
V Visa Inc. Class A
-0.04%
-$100.79 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$293.77 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$77.93 Events
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Dividends
Dividend Analysis
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| Trades 1291 | Longs Won 811/1291 62% | Profit Factor 14.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $656,070.23 |
| Average Win $170,556.7 | Best Trade (Aug 14) $15.24M | Sharpe Ratio -12.19 |
| Average Loss -$19,811.79 | Worst Trade (Dec 31) -$2.52M | Z-Score -1.94 (97.47%) |
| Commissions $0 | Avg. Trade Length 1y 4m 2w 6d | Expectancy $99,776.78 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,267 | $1.85M | $2.24M | - | $392,294.95 | 21.18% | -7.354% |
| ABBV AbbVie Inc. | 1,491 | $355,631.47 | $374,151.54 | - | $18,520.07 | 5.21% | -2.513% |
| ACWI iShares MSCI ACWI ETF | 3,467 | $490,545.83 | $542,342.78 | - | $51,796.95 | 10.56% | +0.495% |
| AMD Advanced Micro Devices, Inc. | 643 | $373,525.11 | $306,164.44 | - | -$67,360.67 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 2,806 | $643,475.42 | $762,053.45 | - | $118,578.03 | 18.43% | +15.321% |
| APD Air Products and Chemicals, Inc. | 1,367 | $337,676.34 | $403,114.64 | - | $65,438.3 | 19.38% | -1.769% |
| AVDE Avantis International Equity ETF | 231,296 | $19.04M | $21.1M | - | $2.06M | 10.8% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 145,978 | $13.67M | $15.28M | - | $1.6M | 11.72% | -0.476% |
| AVEM Avantis Emerging Markets Equity ETF | 129,783 | $9.98M | $11.62M | - | $1.64M | 16.44% | +0.101% |
| AVGE FRCL 3 2022Q3 Hb Float | 2,104 | $180,754.64 | $207,854.16 | - | $27,099.52 | 14.99% | +0.071% |
| AVGO Broadcom Inc. | 1,717 | $598,637.22 | $668,393.76 | - | $69,756.54 | 11.65% | +0.371% |
| AVRE Avantis Real Estate ETF | 7,925 | $344,975.25 | $385,947.5 | - | $40,972.25 | 11.88% | -0.754% |
| AVSD Avantis Responsible International Equity ETF | 17,010 | $1.26M | $1.38M | - | $117,743.22 | 9.32% | -0.616% |
| AVSU Avantis Responsible U.S. Equity ETF | 6,091 | $464,743.3 | $532,292.49 | - | $67,549.19 | 14.53% | +0.437% |
| AVUS Avantis U.S. Equity ETF | 192,534 | $21.52M | $24.57M | - | $3.05M | 14.15% | +0.567% |
| AVUV Avantis U.S. Small Cap Value ETF | 103,370 | $10.54M | $12.95M | - | $2.41M | 22.86% | +0.032% |
| BRK-B Berkshire Hathaway Inc. | 419 | $210,610.35 | $214,335.26 | - | $3,724.91 | 1.77% | +0.365% |
| CAT Caterpillar Inc. | 213 | $226,823.7 | $173,554.53 | - | -$53,269.17 | -23.48% | +0.701% |
| CB Chubb Limited | 649 | $202,565.88 | $227,591.31 | - | $25,025.43 | 12.35% | +0.151% |
| CMS CMS Energy Corporation | 3,644 | $239,356.51 | $262,331.56 | - | $22,975.05 | 9.6% | -0.374% |
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FAQ
Which stocks have generated the highest profits for Jeffery Nauta?
The largest contributions to the portfolio's profits come from the following stocks: Dimensional U.S. Core Equity 2 ETF - $21.84M, Dimensional International Core Equity Market ETF - $12.42M, Avantis U.S. Equity ETF - $8.12M, Avantis International Equity ETF - $7.48M, and Avantis International Small Cap Value ETF - $7.15M. 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: UFP Industries, Inc - $2.1M, Accenture plc Class A - $322,942.07, Oxbridge Re Holdings Ltd - $143,332.8, PayPal Holdings Inc - $90,579.06, and The Walt Disney Company - $71,733.76. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jeffery Nauta's portfolio generate?
The portfolio generates substantial dividend income, with a total of $20.19M earned over time. The largest contributors to dividend income include Dimensional U.S. Core Equity 2 ETF - $3.1M, Dimensional International Core Equity Market ETF - $2.21M, Avantis International Equity ETF - $1.98M, Avantis International Small Cap Value ETF - $1.76M, and Avantis U.S. Equity ETF - $1.05M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jeffery Nauta's monthly returns?
Jeffery Nauta'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 Jeffery Nauta's strategy be considered aggressive or moderate?
Jeffery Nauta's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jeffery Nauta's strategy?
Jeffery Nauta'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.
