Nathan Geraci Portfolio
Invests via ETF Store Inc. | Managed by Nathan Geraci
Invests via ETF Store Inc.
Managed by Nathan Geraci
Automatically Tracked
Nathan Geraci Profile
Nathan Geraci has established himself as a prominent figure in the blockchain and digital asset space. With extensive experience in crypto advisory, he actively engages with investors and stakeholders to navigate emerging market trends. As a thought leader, his insights help drive strategic initiatives for companies looking to capitalize on technological advancements within financial markets. In addition to his advisory work, he is well-known for fostering connections across the ecosystem, enhancing collaboration among various industry players. His contributions significantly influence growth trajectories in both nascent startups and established enterprises aiming for innovation.
Nathan Geraci has established himself as a prominent figure in the blockchain and digital asset space. With extensive experience in crypto advisory, he actively engages with investors and stakeholders to navigate emerging market trends. As a thought leader, his insights help drive strategic initiatives for companies looking to capitalize on technological advancements within financial markets. In addition to his advisory work, he is well-known for fostering connections across the ecosystem, enhancing collaboration among various industry players. His contributions significantly influence growth trajectories in both nascent startups and established enterprises aiming for innovation.
Investment Philosophy & Strategy
In a rapidly evolving landscape, Nathan Geraci embodies an innovative approach to investment strategy within the blockchain sector. His unique perspective on technology and market dynamics shapes how he engages with potential opportunities in this niche. Leveraging his advisory prowess, he assesses the viability of disruptive projects while fostering relationships that enhance collaboration among startups and traditional firms alike. Through his commitment to understanding both technical advancements and investor needs, decision-making often reflects a forward-thinking philosophy geared towards maximizing impact in digital assets.
In a rapidly evolving landscape, Nathan Geraci embodies an innovative approach to investment strategy within the blockchain sector. His unique perspective on technology and market dynamics shapes how he engages with potential opportunities in this niche. Leveraging his advisory prowess, he assesses the viability of disruptive projects while fostering relationships that enhance collaboration among startups and traditional firms alike. Through his commitment to understanding both technical advancements and investor needs, decision-making often reflects a forward-thinking philosophy geared towards maximizing impact in digital assets.
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:
20.09%
Gain -0.23%
Monthly
0.26%
Yearly
3.11%
Drawdown
15%
$118.02M
Equity
Holdings
$118.02M
Investment
$104.93M
$13.54M
Profit -$243,373.19
Realized
-$1.53M
Unrealized
$15.07M
Dividends
$10.57M
Goals
Avg. 47% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.23%
Profit
-$243,373.19
Win %
70%
This Week
Compared To Last Week
Gain
-0.15%
Profit
-$173,853.75
Win %
70%
This Month
Compared to last month
Gain
-1.17%
Profit
-$1.4M
Win %
70%
This Year
Compared to last year
Gain
-1.17%
Profit
-$1.4M
Win %
71%
RSG Republic Services, Inc.
+1.05%
+$3,632.04 
WMT Walmart Inc.
+0.99%
+$4,737.61 
GOOGL Alphabet Inc
+0.9%
+$2,013.01 
MO Altria Group, Inc.
+0.13%
+$882.6 
XOM Exxon Mobil Corporation
+0.1%
+$245.93 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
+0.02%
+$75.18 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.02%
+$229.72 
ABBV AbbVie Inc.
0%
$0 
AMGN Amgen Inc.
0%
$0 
BAR GraniteShares Gold Trust
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
0%
$0 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
0%
$0 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
0%
$0 
CALF Pacer US Small Cap Cash Cows 100 ETF
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CME CME Group Inc.
0%
$0 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
-$0.01 
DIS The Walt Disney Company
0%
$0 
ETHA iShares Ethereum Trust
0%
$0 
FALN iShares Fallen Angels USD Bond ETF
0%
$0 
FLOT iShares Floating Rate Bond ETF
0%
+$0.08 
GLD SPDR Gold Shares
0%
$0 
GOOG Alphabet Inc
0%
$0 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
0%
$0 
GRNY Fundstrat Granny Shots US Large Cap ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
+$0.04 
HACK Amplify Cybersecurity ETF
0%
$0 
IAU iShares Gold Trust
0%
$0 
IEF iShares 7-10 Year Treasury Bond ETF
0%
$0 
IEI iShares 3-7 Year Treasury Bond ETF
0%
$0 
IEMG iShares Core MSCI Emerging Markets ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.07 
IJR iShares Core S&P Small-Cap ETF
0%
$0 
IONQ IonQ, Inc.
0%
$0 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
+$0.02 
IUSB iShares Core Universal USD Bond ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.72 
JNJ Johnson & Johnson
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
0%
$0 
O Realty Income Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PFE Pfizer Inc.
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
-$0.02 
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0 
RYLD Global X Russell 2000 Covered Call ETF
0%
$0 
SBUX Starbucks Corporation
0%
$0 
SCHA Schwab U.S. Small-Cap ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHE Schwab Emerging Markets Equity ETF
0%
$0 
SCHF Schwab International Equity ETF
0%
$0 
SCHG Schwab U.S. Large-Cap Growth ETF
0%
$0 
SCHH Schwab U.S. REIT ETF
0%
$0 
SCHM Schwab U.S. Mid-Cap ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SCHV Schwab U.S. Large-Cap Value ETF
0%
$0 
SCHX Schwab U.S. Large-Cap ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
SGOL abrdn Physical Gold Shares ETF
0%
$0 
SHY iShares 1-3 Year Treasury Bond ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
SNDK SanDisk Corporation
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
0%
$0 
SPYG SPDR Portfolio S&P 500 Growth ETF
0%
$0 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
SPYV SPDR Portfolio S&P 500 Value ETF
0%
$0 
TGT Target Corporation
0%
$0 
UMBF UMB Financial Corporation
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VCSH Vanguard Short-Term Corporate Bond ETF
0%
$0 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0 
VGIT Vanguard Intermediate-Term Treasury Fund
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VOO Vanguard S&P 500 ETF
0%
-$0.02 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$0.06 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
-$0.02 
VWO Vanguard FTSE Emerging Markets ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WDC Western Digital Corporation
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
0%
$0 
YUM Yum! Brands, Inc.
0%
$0 
MU Micron Technology, Inc.
-9.94%
-$64,001.07 
CAT Caterpillar Inc.
-6.91%
-$28,779.29 
AMD Advanced Micro Devices, Inc.
-5.51%
-$10,951.22 
GEV GE Vernova Inc.
-4.57%
-$14,093.7 
GE General Electric Company
-3.56%
-$7,711.2 
NVDA NVIDIA Corporation
-3.55%
-$19,879.98 
SF Stifel Financial Corp.
-3.21%
-$10,901.76 
AVGO Broadcom Inc.
-2.78%
-$8,524.95 
ROBO ROBO Global Robotics & Automation Index ETF
-2.25%
-$4,125.54 
QQQ Invesco QQQ Trust, Series 1
-2.04%
-$38,569.25 
PG Procter & Gamble Co
-1.83%
-$15,058.68 
AMZN Amazon.com Inc
-1.82%
-$9,405.14 
SPY SPDR S&P 500 ETF Trust
-1.54%
-$3,545.4 
VIG Vanguard Dividend Appreciation ETF
-1.31%
-$3,577.51 
MRK Merck & Co., Inc.
-1.08%
-$4,161.33 
NEE NextEra Energy, Inc.
-0.92%
-$3,227.52 
BMY Bristol-Myers Squibb Company
-0.79%
-$2,997.5 
MSFT Microsoft Corp.
-0.71%
-$3,017.95 
AAPL Apple Inc.
-0.56%
-$1,954.26 
PLTR Palantir Technologies Inc.
-0.43%
-$1,058.41 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.01%
-$43.34 
AVSC Avantis U.S. Small Cap Equity ETF
-0.01%
-$219.41 
MLPB UBS ETRACS Alerian MLP Infrastructure Index ETN Series B
-0.01%
-$26.41 
NEAR iShares Short Maturity Bond ETF
-0.01%
-$33.92 Events
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Dividends
Dividend Analysis
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| Trades 1577 | Longs Won 914/1577 57% | Profit Factor 3.31 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $143,171.47 |
| Average Win $35,329.91 | Best Trade (Jul 30) $3.67M | Sharpe Ratio -9.68 |
| Average Loss -$14,706.82 | Worst Trade (Jun 29) -$637,103.4 | Z-Score -6.77 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2w | Expectancy $8,586.28 |
| 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 | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Nathan Geraci?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $5.16M, iShares Core S&P Mid-Cap ETF - $1.36M, GraniteShares Gold Trust - $1.28M, NVIDIA Corporation - $1.16M, and VANGUARD FTSE DEVELOPED MARKETS ETF - $922,602.32. 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: WisdomTree Emerging Markets ex-State-Owned Enterprises Fund - $863,993.07, Schwab U.S. Aggregate Bond ETF - $550,148.38, Alphabet Inc - $476,849.33, Tesla, Inc - $467,151, and ROBO Global Robotics & Automation Index ETF - $244,744.96. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathan Geraci's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.57M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $1.28M, VANGUARD FTSE DEVELOPED MARKETS ETF - $935,250.67, FlexShares iBoxx 3-Year Target Duration TIPS Index Fund - $755,216.43, PIMCO Enhanced Short Maturity Active Exchange-Traded Fund - $568,403.38, and iShares Floating Rate Bond ETF - $554,588.34. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathan Geraci's monthly returns?
Nathan Geraci's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nathan Geraci's strategy be considered aggressive or moderate?
Nathan Geraci's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Nathan Geraci's strategy?
Nathan Geraci's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
