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:
76.51%
Gain -0.49%
Monthly
1.05%
Yearly
13.34%
Drawdown
26.1%
$407.31M
Equity
Holdings
$407.31M
Investment
$367.04M
$116.36M
Profit -$3.04M
Realized
$76.09M
Unrealized
$40.28M
Dividends
$19.76M
Goals
Avg. 48% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.49%
Profit
-$3.04M
Win %
74%
This Week
Compared To Last Week
Gain
-0.13%
Profit
-$547,517.82
Win %
74%
This Month
Compared to last month
Gain
-0.76%
Profit
-$3.1M
Win %
74%
This Year
Compared to last year
Gain
-0.77%
Profit
-$3.19M
Win %
79%
MU Micron Technology, Inc.
+4.57%
+$13,661.12 
INTC Intel Corporation
+3.71%
+$6,449.31 
AMD Advanced Micro Devices, Inc.
+3.49%
+$11,133.55 
AVGO Broadcom Inc.
+3.05%
+$19,445.03 
VLO Valero Energy Corporation
+2.1%
+$7,585.5 
MPC Marathon Petroleum Corporation
+2.06%
+$28,404.92 
MSFT Microsoft Corp.
+2.04%
+$43,059.45 
GOOG Alphabet Inc
+1.97%
+$17,389.18 
PSX Phillips 66
+1.88%
+$5,348.75 
GOOGL Alphabet Inc
+1.83%
+$27,405.24 
EPD Enterprise Products Partners L.P.
+1.72%
+$4,921.02 
CVX Chevron Corporation
+1.49%
+$3,645.6 
AMZN Amazon.com Inc
+1.37%
+$9,484.28 
TXN Texas Instruments Inc
+1.26%
+$5,252.39 
OXBR Oxbridge Re Holdings Ltd.
+1.25%
+$1,355.6 
SPMO Invesco S&P 500 Momentum ETF
+1.23%
+$11,775.78 
GIFT Giftify Inc.
+1.14%
+$1,438.22 
XSD SPDR S&P Semiconductor ETF
+1.13%
+$6,914.63 
XAR SPDR S&P Aerospace & Defense ETF
+1.1%
+$3,497.37 
XOM Exxon Mobil Corporation
+1.07%
+$4,043.22 
V Visa Inc. Class A
+1.04%
+$2,678.4 
XLK State Street Technology Select Sector SPDR ETF
+0.91%
+$5,678.4 
NVDA NVIDIA Corporation
+0.87%
+$21,748.32 
VGT Vanguard Information Technology ETF
+0.83%
+$6,216.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.76%
+$10,717.4 
QQQ Invesco QQQ Trust, Series 1
+0.73%
+$10,251.54 
IWP iShares Russell Mid-Cap Growth ETF
+0.71%
+$1,649.34 
OKE ONEOK, Inc.
+0.68%
+$2,651.52 
IWF iShares Russell 1000 Growth ETF
+0.63%
+$6,287.64 
VONG Vanguard Russell 1000 Growth Fund
+0.59%
+$2,436.74 
IWY iShares Russell Top 200 Growth ETF
+0.58%
+$1,813.64 
SYK Stryker Corporation
+0.56%
+$3,297.62 
AVEM Avantis Emerging Markets Equity ETF
+0.56%
+$64,891.5 
TJX The TJX Companies, Inc.
+0.49%
+$1,435.5 
VUG Vanguard Growth ETF
+0.46%
+$1,380.6 
META Meta Platforms Inc Class A
+0.37%
+$4,953.6 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.32%
+$61,802.64 
MOAT VanEck Morningstar Wide Moat Fund
+0.28%
+$1,065.9 
APD Air Products and Chemicals, Inc.
+0.22%
+$902.22 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.21%
+$910.22 
IOO iShares Global 100 ETF
+0.21%
+$431.52 
SPY SPDR S&P 500 ETF Trust
+0.2%
+$9,814.72 
IWB iShares Russell 1000 ETF
+0.18%
+$2,100.86 
IVV iShares Core S&P 500 ETF
+0.17%
+$7,304.59 
CVS CVS Health Corporation
+0.15%
+$359.68 
CB Chubb Limited
+0.14%
+$318.01 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
+0.13%
+$1,254.63 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$247.21 
AVUS Avantis U.S. Equity ETF
+0.11%
+$26,954.76 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$59,193.68 
ACWI iShares MSCI ACWI ETF
+0.03%
+$173.35 
VO Vanguard Mid-Cap ETF
+0.03%
+$101.36 
DFNM Dimensional National Municipal Bond ETF
+0.01%
+$23.7 
ORCL Oracle Corporation
-2.72%
-$11,647.84 
AAPL Apple Inc.
-2.69%
-$65,112.25 
PEP PepsiCo, Inc.
-1.98%
-$6,075.82 
PKG Packaging Corporation of America
-1.97%
-$4,668.51 
TSLA Tesla, Inc.
-1.96%
-$6,170.21 
ITW Illinois Tool Works Inc.
-1.9%
-$94,759.03 
HD The Home Depot, Inc.
-1.89%
-$4,672 
WMT Walmart Inc.
-1.75%
-$6,734 
LLY Eli Lilly and Company
-1.73%
-$7,661.92 
CAT Caterpillar Inc.
-1.56%
-$2,930.88 
KLAC KLA Corporation
-1.48%
-$16,806.88 
LRCX Lam Research Corporation
-1.4%
-$2,403.51 
JNJ Johnson & Johnson
-1.29%
-$7,538.91 
CMS CMS Energy Corporation
-1.2%
-$3,224.94 
EWL iShares MSCI Switzerland ETF
-1.06%
-$4,809.26 
EWU iShares MSCI United Kingdom ETF
-0.99%
-$9,414.39 
PAVE Global X U.S. Infrastructure Development ETF
-0.97%
-$7,584.77 
EWC iShares MSCI Canada ETF
-0.86%
-$8,779.65 
FITB Fifth Third Bancorp
-0.83%
-$2,502.24 
HBAN Huntington Bancshares Incorporated
-0.8%
-$1,538.88 
PFE Pfizer Inc.
-0.78%
-$2,657.46 
EWD iShares MSCI Sweden ETF
-0.76%
-$1,826.66 
UFPI UFP Industries, Inc.
-0.76%
-$16,900.65 
PH Parker-Hannifin Corporation
-0.68%
-$1,877.56 
PG Procter & Gamble Co
-0.65%
-$1,805.16 
GILD Gilead Sciences Inc.
-0.63%
-$5,964.84 
VCR Vanguard Consumer Discretionary ETF
-0.58%
-$1,781.95 
DFAT Dimensional US Targeted Value ETF
-0.51%
-$138,483.36 
JPM JPMorgan Chase & Co.
-0.51%
-$6,108.63 
DFGR Dimensional Global Real Estate ETF
-0.5%
-$31,324.2 
DVY iShares Select Dividend ETF
-0.48%
-$2,129.7 
DISV Dimensional International Small Cap Equity Fund
-0.46%
-$89,082.45 
DFSI Dimensional International Sustainability Core 1 ETF
-0.45%
-$10,002.77 
AVRE Avantis Real Estate ETF
-0.43%
-$1,664.25 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.43%
-$896.8 
AVSD Avantis Responsible International Equity ETF
-0.41%
-$5,618.4 
EFA iShares MSCI EAFE ETF
-0.41%
-$6,218.6 
AVDE Avantis International Equity ETF
-0.41%
-$84,423.04 
ABBV AbbVie Inc.
-0.4%
-$1,520.82 
IVE ISHARES S&P 500 VALUE ETF
-0.4%
-$3,392.9 
IEFA iShares Core MSCI EAFE ETF
-0.38%
-$2,089.99 
DFIC Dimensional International Core Equity Market ETF
-0.34%
-$177,238.25 
TRV The Travelers Companies, Inc.
-0.33%
-$1,798.8 
CSCO Cisco Systems, Inc.
-0.3%
-$632.74 
EWG iShares MSCI Germany ETF
-0.29%
-$942.84 
URA Global X Uranium ETF
-0.28%
-$1,414.82 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$1,075.97 
GLD SPDR Gold Shares
-0.22%
-$987.39 
DFIP Dimensional Inflation-Protected Securities ETF
-0.19%
-$10,019.28 
AVUV Avantis U.S. Small Cap Value ETF
-0.19%
-$24,291.95 
IJR iShares Core S&P Small-Cap ETF
-0.18%
-$1,983.42 
DFSU Dimensional US Sustainability Core 1 ETF
-0.18%
-$2,550.34 
AVGE FRCL 3 2022Q3 Hb Float
-0.15%
-$315.6 
VTV Vanguard Value ETF
-0.13%
-$379.9 
VB Vanguard Small-Cap ETF
-0.13%
-$536.64 
AVDV Avantis International Small Cap Value ETF
-0.12%
-$17,517.36 
DFSD Dimensional Short-Duration Fixed Income ETF
-0.12%
-$3,266.01 
MUB iShares National Muni Bond ETF
-0.11%
-$297.4 
AVSU Avantis Responsible U.S. Equity ETF
-0.07%
-$383.73 
DFAX Dimensional World ex U.S. Core Equity 2 ETF
-0.07%
-$5,797.2 
SHY iShares 1-3 Year Treasury Bond ETF
-0.06%
-$388.77 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$203.67 
DFCA Dimensional California Municipal Bond ETF
-0.03%
-$89.55 
SUB iShares Short-Term National Muni Bond ETF
-0.02%
-$42.2 
DUSB Dimensional Ultrashort Fixed Income ETF
-0.01%
-$94.25 Events
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Dividends
Dividend Analysis
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| Trades 1291 | Longs Won 743/1291 57% | Profit Factor 14.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $589,696.4 |
| Average Win $168,264.09 | Best Trade (Mar 31) $13.89M | Sharpe Ratio -12.2 |
| Average Loss -$15,795.38 | Worst Trade (Dec 31) -$2.52M | Z-Score -5.03 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 6d | Expectancy $90,135.05 |
| 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 | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $8.07M, Avantis International Equity ETF - $7.4M, and Avantis International Small Cap Value ETF - $7.08M. 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, Pfizer Inc - $69,428.67, and abrdn Physical Silver Shares ETF - $61,195.98. 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 $19.76M 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 - $1.91M, Avantis International Small Cap Value ETF - $1.68M, and Avantis U.S. Equity ETF - $996,578.61. 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.
