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:
25.74%
Gain -1.2%
Monthly
0.29%
Yearly
3.48%
Drawdown
15.18%
$120.61M
Equity
Holdings
$120.61M
Investment
$102.95M
$15.75M
Profit -$1.32M
Realized
-$1.91M
Unrealized
$17.66M
Dividends
$10.76M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.2%
Profit
-$1.32M
Win %
69%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$1.45M
Win %
69%
This Month
Compared to last month
Gain
-0.91%
Profit
-$1.1M
Win %
69%
This Year
Compared to last year
Gain
1%
Profit
$1.19M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$80,602.7 
GOOG Alphabet Inc
+6.88%
+$28,988.14 
GOOGL Alphabet Inc
+6.73%
+$15,077.37 
MSFT Microsoft Corp.
+3.02%
+$14,627.87 
NVDA NVIDIA Corporation
+2.93%
+$16,216.42 
ORLY O'Reilly Automotive Inc.
+2.28%
+$21,163.65 
WDC Western Digital Corporation
+2.21%
+$3,917.62 
CSCO Cisco Systems, Inc.
+2.14%
+$8,111.34 
IONQ IonQ, Inc.
+1.87%
+$2,915.17 
VZ Verizon Communications Inc.
+1.52%
+$8,237.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$6,633.24 
GE General Electric Company
+1.42%
+$2,992.85 
HACK Amplify Cybersecurity ETF
+1.2%
+$5,855.97 
MLPB UBS ETRACS Alerian MLP Infrastructure Index ETN Series B
+1.16%
+$3,081.75 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$8,851.72 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$5,644.24 
WMB The Williams Companies, Inc.
+0.89%
+$1,958.67 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$3,056.59 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$1,588.57 
GEV GE Vernova Inc.
+0.85%
+$2,717.37 
GRNY Fundstrat Granny Shots US Large Cap ETF
+0.75%
+$4,126.2 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$11,661.87 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,791.99 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,660.75 
VOO Vanguard S&P 500 ETF
+0.71%
+$5,243.98 
CAT Caterpillar Inc.
+0.7%
+$2,806.65 
BMY Bristol-Myers Squibb Company
+0.69%
+$2,697.75 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$3,094.3 
IVV iShares Core S&P 500 ETF
+0.69%
+$123,197.44 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$4,065.88 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$27,447.39 
PLTR Palantir Technologies Inc.
+0.65%
+$1,597.6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$1,886.46 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$12,445.32 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$28,163.13 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$1,609.94 
MO Altria Group, Inc.
+0.57%
+$3,442.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$11,046.36 
PFE Pfizer Inc.
+0.4%
+$1,138 
AVGO Broadcom Inc.
+0.37%
+$1,159.2 
PG Procter & Gamble Co
+0.37%
+$2,923.48 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,346.64 
SF Stifel Financial Corp.
+0.34%
+$1,122.24 
MRK Merck & Co., Inc.
+0.32%
+$1,193.13 
CME CME Group Inc.
+0.21%
+$559.18 
JNJ Johnson & Johnson
+0.21%
+$1,118.83 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$962.13 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,472.98 
UMBF UMB Financial Corporation
+0.15%
+$329.79 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2,675.43 
WMT Walmart Inc.
+0.09%
+$423.01 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.06%
+$804.02 
DIS The Walt Disney Company
+0.03%
+$64.77 
NEAR iShares Short Maturity Bond ETF
+0.02%
+$67.84 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$199.48 
GSY Invesco Ultra Short Duration ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$25,353.68 
MU Micron Technology, Inc.
-5.9%
-$40,529.5 
SNDK SanDisk Corporation
-5.09%
-$6,903.78 
ETHA iShares Ethereum Trust
-3.03%
-$7,180.8 
PBA Pembina Pipeline Corporation
-2.97%
-$9,999 
ABBV AbbVie Inc.
-2.51%
-$12,894.71 
YUM Yum! Brands, Inc.
-2.37%
-$7,120.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$4,037.89 
BAR GraniteShares Gold Trust
-1.51%
-$72,544.86 
GLD SPDR Gold Shares
-1.49%
-$6,951.93 
IAU iShares Gold Trust
-1.46%
-$21,402.2 
SGOL abrdn Physical Gold Shares ETF
-1.46%
-$6,810.93 
NEE NextEra Energy, Inc.
-1.15%
-$3,975.36 
XOM Exxon Mobil Corporation
-0.97%
-$2,351.61 
O Realty Income Corporation
-0.87%
-$4,540.48 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$1,600.92 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$45,238.99 
AMGN Amgen Inc.
-0.64%
-$2,236.97 
SCHF Schwab International Equity ETF
-0.58%
-$3,936.8 
SBUX Starbucks Corporation
-0.57%
-$1,600.8 
VNQ Vanguard Real Estate ETF
-0.54%
-$1,483.92 
SCHH Schwab U.S. REIT ETF
-0.49%
-$1,052.28 
CALF Pacer US Small Cap Cash Cows 100 ETF
-0.4%
-$1,500.18 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$1,613.95 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,001.25 
RSG Republic Services, Inc.
-0.37%
-$1,242.54 
CL Colgate-Palmolive Company
-0.33%
-$2,799.9 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.31%
-$8,030.47 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$909.47 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$6,207.76 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$6,940.17 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$4,887.18 
GRNJ Fundstrat Granny Shots US Small- & Mid-Cap ETF
-0.25%
-$1,137.36 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$650.12 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$667.1 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$325.63 
BSCY Invesco BulletShares 2034 Corporate Bond ETF
-0.17%
-$502.43 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$492.7 
AVSC Avantis U.S. Small Cap Equity ETF
-0.17%
-$3,761.28 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$682.79 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$535.52 
BSCX Invesco BulletShares 2033 Corporate Bond ETF
-0.14%
-$451.08 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$4,317.76 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$225.8 
FALN iShares Fallen Angels USD Bond ETF
-0.11%
-$232.26 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$5,289.28 
BINC iShares Flexible Income Active ETF
-0.08%
-$248.07 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$173.55 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,533.6 
VO Vanguard Mid-Cap ETF
-0.05%
-$456.16 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$1,295.46 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$359.79 
FLOT iShares Floating Rate Bond ETF
-0.02%
-$755.26 
TGT Target Corporation
-0.01%
-$30.95 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$35.32 Events
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Dividends
Dividend Analysis
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| Trades 1577 | Longs Won 925/1577 58% | Profit Factor 3.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $157,060.99 |
| Average Win $37,687.95 | Best Trade (Aug 14) $4.49M | Sharpe Ratio -8.62 |
| Average Loss -$16,021.84 | Worst Trade (Jun 29) -$637,103.4 | Z-Score -2.15 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4w | Expectancy $9,986.97 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,519 | 6,767 | 6,015 | 5,263 | 4,511 | 3,759 | 3,008 | 2,256 | 1,504 | 752 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,034 | $242,766.11 | $319,412.94 | - | $76,646.83 | 31.57% | -7.354% |
| ABBV AbbVie Inc. | 1,993 | $395,629.84 | $500,123.42 | - | $104,493.58 | 26.41% | -2.513% |
| AMD Advanced Micro Devices, Inc. | 437 | $253,857.66 | $208,077.55 | - | -$45,780.11 | -18.03% | -1.904% |
| AMGN Amgen Inc. | 902 | $290,633.42 | $347,414.32 | - | $56,780.9 | 19.54% | -0.64% |
| AMZN Amazon.com Inc | 2,234 | $420,393.14 | $606,709.7 | - | $186,316.56 | 44.32% | +15.321% |
| AVGO Broadcom Inc. | 805 | $271,287.56 | $313,370.4 | - | $42,082.84 | 15.51% | +0.371% |
| AVSC Avantis U.S. Small Cap Equity ETF | 31,344 | $2.18M | $2.27M | - | $90,270.72 | 4.15% | -0.166% |
| BAR GraniteShares Gold Trust | 118,926 | $3.2M | $4.74M | - | $1.53M | 47.87% | -1.508% |
| BINC iShares Flexible Income Active ETF | 6,202 | $326,871.9 | $322,441.98 | - | -$4,429.92 | -1.36% | -0.077% |
| BMY Bristol-Myers Squibb Company | 5,995 | $311,781.53 | $391,533.45 | - | $79,751.92 | 25.58% | +0.694% |
| BOXX Alpha Architect 1-3 Month Boxx Fund | 11,486 | $1.27M | $1.35M | - | $81,812.28 | 6.44% | +0.06% |
| BRK-B Berkshire Hathaway Inc. | 724 | $334,532.31 | $370,354.96 | - | $35,822.65 | 10.71% | +0.365% |
| BSCU Invesco BulletShares 2030 Corporate Bond ETF | 11,290 | $187,922.05 | $186,341.45 | - | -$1,580.6 | -0.84% | -0.121% |
| BSCV Invesco BulletShares 2031 Corporate Bond ETF | 21,421 | $350,124.95 | $347,341.51 | - | -$2,783.44 | -0.79% | -0.154% |
| BSCW Invesco BulletShares 2032 Corporate Bond ETF | 14,447 | $295,437.77 | $292,262.81 | - | -$3,174.96 | -1.07% | -0.222% |
| BSCX Invesco BulletShares 2033 Corporate Bond ETF | 15,036 | $315,413.37 | $311,470.74 | - | -$3,942.63 | -1.25% | -0.145% |
| BSCY Invesco BulletShares 2034 Corporate Bond ETF | 14,355 | $297,766.83 | $291,148.11 | - | -$6,618.72 | -2.22% | -0.172% |
| CALF Pacer US Small Cap Cash Cows 100 ETF | 6,819 | $297,047.7 | $369,726.18 | - | $72,678.48 | 24.47% | -0.404% |
| CAT Caterpillar Inc. | 495 | $252,385.53 | $403,330.95 | - | $150,945.42 | 59.81% | +0.701% |
| CL Colgate-Palmolive Company | 9,333 | $962,571.62 | $852,102.9 | - | -$110,468.72 | -11.48% | -0.328% |
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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 - $531,219.41, Alphabet Inc - $476,571.69, Tesla, Inc - $467,151, and ROBO Global Robotics & Automation Index ETF - $247,809.19. 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 $10.76M 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 - $581,868.28, and iShares Floating Rate Bond ETF - $581,652.17. 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.
