NG
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:
46.65%
Gain +0.31%
Monthly
0.54%
Yearly
6.71%
Drawdown
14.31%
$104.53M
Equity
Holdings
$104.53M
Investment
$79.27M
$34.09M
Profit +$396,987.38
Realized
$8.83M
Unrealized
$25.26M
Dividends
$11.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.31%
Profit
$396,987.38
Win %
83%
This Week
Compared To Last Week
Gain
-0.83%
Profit
-$874,493.22
Win %
83%
This Month
Compared to last month
Gain
-0.91%
Profit
-$961,117.66
Win %
83%
This Year
Compared to last year
Gain
6.62%
Profit
$6.49M
Win %
83%
VZ Verizon Communications Inc.
+2.46%
+$13,363.35 
JPM JPMorgan Chase & Co.
+2.3%
+$6,753.24 
UMBF UMB Financial Corporation
+2.16%
+$8,316.88 
SF Stifel Financial Corp.
+1.71%
+$4,889.76 
CAT Caterpillar Inc.
+1.48%
+$6,220.44 
O Realty Income Corporation
+1.32%
+$6,235.56 
NEE NextEra Energy, Inc.
+1.3%
+$4,063.09 
ABBV AbbVie Inc.
+1.3%
+$5,506.44 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$8,142.15 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$4,985.3 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$20,273.76 
JNJ Johnson & Johnson
+1.05%
+$3,797.5 
ORLY O'Reilly Automotive Inc.
+1.02%
+$9,784.2 
IJR iShares Core S&P Small-Cap ETF
+1%
+$8,500.18 
VO Vanguard Mid-Cap ETF
+0.97%
+$8,254.37 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$17,261.31 
VNQ Vanguard Real Estate ETF
+0.95%
+$2,505.82 
SCHE Schwab Emerging Markets Equity ETF
+0.91%
+$3,108.95 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$14,308.02 
RSG Republic Services, Inc.
+0.86%
+$2,844.31 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$3,277.04 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$2,333.24 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$4,359.44 
SLV iShares Silver Trust
+0.77%
+$1,799.63 
SBUX Starbucks Corporation
+0.75%
+$2,021.89 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$35,423.99 
MO Altria Group, Inc.
+0.72%
+$4,283.77 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,586.21 
YUM Yum! Brands, Inc.
+0.65%
+$1,938 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$2,686.39 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$9,896.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$1,669 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$1,603.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$12,581.59 
IVV iShares Core S&P 500 ETF
+0.58%
+$94,393.86 
VOO Vanguard S&P 500 ETF
+0.58%
+$4,177.61 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,311.3 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,489.6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,591.3 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$2,866.05 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$20,443.08 
GOOG Alphabet Inc
+0.46%
+$2,059.84 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$10,630.14 
WMT Walmart Inc.
+0.45%
+$2,172.37 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$2,082.15 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$12,002.75 
DG Dollar General Corporation
+0.4%
+$723.12 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,330.42 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$21,276 
AMGN Amgen Inc.
+0.34%
+$1,100.44 
XOM Exxon Mobil Corporation
+0.29%
+$1,320.44 
SCHF Schwab International Equity ETF
+0.29%
+$1,873.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$8,286.24 
RYLD Global X Russell 2000 Covered Call ETF
+0.16%
+$262.85 
PFE Pfizer Inc.
+0.15%
+$436.52 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$677.05 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.14%
+$1,474.76 
NVDA NVIDIA Corporation
+0.14%
+$389.44 
BINC iShares Flexible Income Active ETF
+0.12%
+$320.22 
MSFT Microsoft Corp.
+0.1%
+$188 
BAR GraniteShares Gold Trust
+0.1%
+$4,539.92 
IAU iShares Gold Trust
+0.09%
+$1,338.75 
SGOL abrdn Physical Gold Shares ETF
+0.09%
+$443.82 
CL Colgate-Palmolive Company
+0.07%
+$553.68 
GLD SPDR Gold Shares
+0.06%
+$284.5 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.05%
+$987.95 
FALN iShares Fallen Angels USD Bond ETF
+0.04%
+$75.04 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$423.01 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$66.89 
FLOT iShares Floating Rate Bond ETF
+0.01%
+$281.93 
GSY Invesco Ultra Short Duration ETF
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
HRZN Horizon Technology Finance Corporation
-4.59%
-$12,783.33 
PLTR Palantir Technologies Inc.
-2.35%
-$6,283.2 
SHLD Global X Defense Tech ETF
-1.98%
-$4,143.48 
AAPL Apple Inc.
-1.52%
-$4,779 
MRK Merck & Co., Inc.
-1.41%
-$4,906.99 
AMZN Amazon.com Inc
-1.21%
-$6,366.87 
ETHA iShares Ethereum Trust
-1.02%
-$1,999.53 
MLPB UBS ETRACS Alerian MLP Infrastructure Index ETN Series B
-0.95%
-$2,456.59 
AVGO Broadcom Inc.
-0.94%
-$2,182.87 
HACK Amplify Cybersecurity ETF
-0.77%
-$3,267.1 
PBA Pembina Pipeline Corporation
-0.61%
-$1,987.12 
CSCO Cisco Systems, Inc.
-0.6%
-$2,260.08 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$3,648.64 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$3,250.2 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.12%
-$266.37 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$3,773 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$336.56 
IUSB iShares Core Universal USD Bond ETF
-0.07%
-$205.14 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$181.96 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.05%
-$132.89 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$117.94 
NEAR iShares Short Maturity Bond ETF
-0.04%
-$140.64 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
-0.03%
-$55.38 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$67.83 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$287.94 Events
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Dividends
Dividend Analysis
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| Trades 1373 | Longs Won 929/1373 67% | Profit Factor 5.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $150,730.14 |
| Average Win $44,498.56 | Best Trade (Sep 30) $3.14M | Sharpe Ratio -12.03 |
| Average Loss -$16,331.85 | Worst Trade (Jun 30) -$490,007.3 | Z-Score 13.06 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 1w 2d | Expectancy $24,827.25 |
| 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 | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
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Returns
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