MN
Marcia Nakamura Portfolio
Invests via Fairview Capital Investment Management LLC | Managed by Marcia Nakamura
Invests via Fairview Capital Investment Management LLC
Managed by Marcia Nakamura
Automatically Tracked
Marcia Nakamura Profile
Marcia Nakamura has established herself as a formidable presence in the technology sector, primarily through her leadership roles in innovative startups. With a rich background in product development and operational strategy, she brings a unique blend of entrepreneurial spirit and technical expertise to the forefront of digital transformation initiatives. Her track record includes successfully scaling businesses that leverage cutting-edge technologies to address market needs effectively. Recognized for her ability to navigate complex corporate environments, she is influential within venture capital circles as an investor-operator who fosters new growth opportunities while championing sustainable business practices.
Marcia Nakamura has established herself as a formidable presence in the technology sector, primarily through her leadership roles in innovative startups. With a rich background in product development and operational strategy, she brings a unique blend of entrepreneurial spirit and technical expertise to the forefront of digital transformation initiatives. Her track record includes successfully scaling businesses that leverage cutting-edge technologies to address market needs effectively. Recognized for her ability to navigate complex corporate environments, she is influential within venture capital circles as an investor-operator who fosters new growth opportunities while championing sustainable business practices.
Investment Philosophy & Strategy
Growth within the technology sector often hinges on both innovation and operational excellence. Marcia Nakamura's entrepreneurial insights drive her approach to identifying high-potential startups, with a keen focus on scalable solutions that leverage emerging technologies. By fostering a culture of agility and creativity, she emphasizes building resilient business models that adapt to shifting market dynamics. Her investments typically reflect strategic foresight into evolving consumer demands, paired with an emphasis on sustainable practices that ensure long-term viability in competitive landscapes.
Growth within the technology sector often hinges on both innovation and operational excellence. Marcia Nakamura's entrepreneurial insights drive her approach to identifying high-potential startups, with a keen focus on scalable solutions that leverage emerging technologies. By fostering a culture of agility and creativity, she emphasizes building resilient business models that adapt to shifting market dynamics. Her investments typically reflect strategic foresight into evolving consumer demands, paired with an emphasis on sustainable practices that ensure long-term viability in competitive landscapes.
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:
68.11%
Gain -2.07%
Monthly
0.93%
Yearly
11.69%
Drawdown
23.11%
$2.23B
Equity
Holdings
$2.23B
Investment
$1.25B
$2.44B
Profit -$29.87M
Realized
$1.46B
Unrealized
$976.61M
Dividends
$674.83M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
-2.07%
Profit
-$29.87M
Win %
68%
This Week
Compared To Last Week
Gain
-1.96%
Profit
-$44.37M
Win %
68%
This Month
Compared to last month
Gain
-2.31%
Profit
-$52.63M
Win %
68%
This Year
Compared to last year
Gain
5.45%
Profit
$108.78M
Win %
68%
AMD Advanced Micro Devices, Inc.
+6.5%
+$16,443.12 
TDW Tidewater Inc.
+3.02%
+$3,422.4 
WMB The Williams Companies, Inc.
+2.96%
+$262,791.96 
CQP Cheniere Energy Partners L.P.
+2.6%
+$332,395.57 
OKE ONEOK, Inc.
+2.54%
+$20,494.35 
HWM Howmet Aerospace Inc.
+2.25%
+$6,251.86 
TXN Texas Instruments Inc
+2.25%
+$4,305 
GE General Electric Company
+2.15%
+$142,759.28 
TER Teradyne, Inc.
+2.02%
+$914,961.93 
LNG Cheniere Energy Inc.
+1.94%
+$2.67M 
GDX VanEck Gold Miners ETF
+1.93%
+$44,523 
MATX Matson Inc.
+1.66%
+$9,062.43 
XAR SPDR S&P Aerospace & Defense ETF
+1.58%
+$4,463.32 
ITA iShares U.S. Aerospace & Defense ETF
+1.41%
+$18,471 
ET Energy Transfer L.P.
+1.4%
+$2,907.53 
TRP TC Energy Corporation
+1.39%
+$3,695.99 
XLE Energy Select Sector SPDR Fund
+1.39%
+$7,598.14 
SCI Service Corporation International
+1.33%
+$18,870 
EXPE Expedia Group, Inc.
+1.33%
+$523,182.24 
COR Cencora, Inc.
+1.23%
+$29,317.95 
WMG Warner Music Group Corp.
+1.22%
+$478,601.56 
CVX Chevron Corporation
+1.16%
+$50,319.4 
HRB H&R Block Inc.
+1.09%
+$123,192 
DTCR Global X Data Center & Digital Infrastructure ETF
+0.96%
+$5,732.46 
CBL CBL & Associates Properties, Inc.
+0.94%
+$102,600 
EMLP First Trust North American Energy Infrastructure Fund
+0.88%
+$57,470.01 
ROK Rockwell Automation, Inc.
+0.87%
+$2,370.03 
IYM iShares U.S. Basic Materials ETF
+0.83%
+$1,883.24 
WFC Wells Fargo & Company
+0.81%
+$4,569.56 
AIG American International Group Inc.
+0.8%
+$1,655.18 
TKO Tko Group Holdings Inc.
+0.8%
+$698,405.97 
AMT American Tower Corporation
+0.8%
+$259,018.16 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.79%
+$15,892.52 
BDX Becton, Dickinson and Company
+0.79%
+$2,758.45 
GIS General Mills, Inc.
+0.74%
+$14,982.56 
RY Royal Bank of Canada
+0.73%
+$1,575.6 
COMT iShares GSCI Commodity Dynamic Strategy ETF
+0.72%
+$40,858.72 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$1,446.09 
DRAM Roundhill Memory ETF
+0.69%
+$4,971.72 
TSLA Tesla, Inc.
+0.68%
+$1,755.6 
UNH UnitedHealth Group Incorporated
+0.67%
+$1,895.71 
EVRG Evergy Inc.
+0.65%
+$4,979.33 
GLD SPDR Gold Shares
+0.63%
+$49,863.64 
BAC Bank of America Corporation
+0.62%
+$2,852.83 
IAU iShares Gold Trust
+0.61%
+$63,005.5 
BNY BlackRock New York Municipal Income Trust
+0.61%
+$3,319.5 
FC Franklin Covey Co.
+0.6%
+$3,030 
MBI MBIA Inc.
+0.58%
+$2,672.1 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+0.54%
+$1,540.25 
BOH Bank of Hawaii Corporation
+0.54%
+$2,257.5 
IWM iShares Russell 2000 ETF
+0.52%
+$2,294.36 
NTRS Northern Trust Corporation
+0.49%
+$10,522.02 
IJR iShares Core S&P Small-Cap ETF
+0.48%
+$4,351.68 
XLB Materials Select Sector SPDR Fund
+0.44%
+$1,672.1 
C Citigroup Inc.
+0.43%
+$524.27 
MA Mastercard Incorporated
+0.4%
+$20,571.77 
XLI Industrial Select Sector SPDR Fund
+0.39%
+$3,846.24 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$2,168 
WAB Wabtec Corporation
+0.35%
+$1,039.98 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.34%
+$741.52 
KO The Coca-Cola Company
+0.33%
+$7,658.61 
XLRE The Real Estate Select Sector SPDR Fund
+0.33%
+$859.65 
CCI Crown Castle Inc.
+0.33%
+$17,950.25 
IJH iShares Core S&P Mid-Cap ETF
+0.32%
+$2,791.25 
ISHG iShares 3 Year International Treasury Bond ETF
+0.28%
+$10,638.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$6,448.32 
VO Vanguard Mid-Cap ETF
+0.26%
+$2,277.22 
VNQ Vanguard Real Estate ETF
+0.25%
+$11,288.25 
VB Vanguard Small-Cap ETF
+0.24%
+$2,282.25 
CAT Caterpillar Inc.
+0.23%
+$6,822.21 
AAPL Apple Inc.
+0.22%
+$78,979.6 
MRK Merck & Co., Inc.
+0.21%
+$794.89 
LAMR Lamar Advertising Company
+0.21%
+$11,033.55 
NEE NextEra Energy, Inc.
+0.21%
+$752.75 
SCHH Schwab U.S. REIT ETF
+0.21%
+$3,112.76 
VTV Vanguard Value ETF
+0.2%
+$783.36 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.2%
+$72,814.35 
PG Procter & Gamble Co
+0.2%
+$26,448.62 
UEC Uranium Energy Corp.
+0.18%
+$225.22 
FNMA Fannie Mae
+0.16%
+$376.8 
WM Waste Management, Inc.
+0.15%
+$50,450.44 
PEP PepsiCo, Inc.
+0.12%
+$549.92 
XLP Consumer Staples Select Sector SPDR Fund
+0.1%
+$425.68 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$326.92 
XRAY Dentsply Sirona Inc.
+0.09%
+$465 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.07%
+$766 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.05%
+$21,957.16 
JPST JPMorgan Ultra-Short Income ETF
+0.04%
+$14,452.46 
SCHF Schwab International Equity ETF
+0.04%
+$557.36 
IVE ISHARES S&P 500 VALUE ETF
+0.03%
+$114.24 
FLOT iShares Floating Rate Bond ETF
+0.02%
+$857.4 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$86.25 
VSGX Vanguard ESG International Stock ETF
+0.01%
+$44.25 
VUSB Vanguard Ultra-Short Bond ETF
+0.01%
+$28.59 
ANSS Ansys, Inc.
0%
$0 
EQR Equity Residential
0%
$0 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
0%
$0 
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF
0%
$0 
SPSB SPDR Portfolio Short Term Corporate Bond ETF
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
FDC First Data Corp
0%
$0 AW
AW
0%
$0 0434
043491109
0%
$0 0660
06605F102
0%
$0 FHCC
FHCC
0%
$0 0019
001957109
0%
$0 ABS
ABS
0%
$0 LU
LU
0%
$0 7902
790289102
0%
$0 2198
219888104
0%
$0 3009
300904109
0%
$0 2470
247025109
0%
$0 WWCA
WWCA
0%
$0 4611
461156101
0%
$0 G
G
0%
$0 0266
026609107
0%
$0 HOC
HOC
0%
$0 HLT
HLT
0%
$0 HPQ
HPQ
0%
$0 DFS
DFS
0%
$0 1667
166751107
0%
$0 8938
893817106
0%
$0 9221
922126107
0%
$0 3022
302290101
0%
$0 0319
031905102
0%
$0 NREB
NREB
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.01 
AVGO Broadcom Inc.
-5.94%
-$42,980.76 
FOUR Shift4 Payments, Inc.
-5.48%
-$746,254.61 
AMAT Applied Materials, Inc.
-5.12%
-$2.34M 
BX Blackstone Inc.
-3.61%
-$2.94M 
BUG Global X Cybersecurity ETF
-3.08%
-$24,906.6 
LINE Lineage, Inc.
-2.98%
-$1.02M 
CRM Salesforce Inc
-2.56%
-$702,960.92 
CIBR First Trust NASDAQ Cybersecurity ETF
-2.54%
-$34,138 
LLY Eli Lilly and Company
-2.38%
-$162,628.59 
KSS Kohl's Corporation
-2.09%
-$66,994 
IGV iShares Expanded Tech-Software Sector ETF
-2.07%
-$210,986.41 
INTC Intel Corporation
-1.97%
-$590,696.76 
NVO Novo Nordisk A/S Sponsored ADR
-1.78%
-$13,753.1 
COLD Americold Realty Trust
-1.59%
-$40,164 
CSCO Cisco Systems, Inc.
-1.58%
-$233,047.26 
LH Labcorp Holdings Inc.
-1.38%
-$1.01M 
LRCX Lam Research Corporation
-1.38%
-$2,836.51 
UNP Union Pacific Corporation
-1.38%
-$7,106.22 
EBAY eBay Inc.
-1.38%
-$80,285.76 
BMY Bristol-Myers Squibb Company
-1.27%
-$5,343.28 
IT Gartner Inc.
-1.21%
-$30,940.06 
IBM International Business Machines Corporation
-1.19%
-$3,293.75 
ADP Automatic Data Processing Inc.
-1.18%
-$31,287.19 
LPLA LPL Financial Holdings Inc.
-1.14%
-$1.64M 
HSY The Hershey Company
-1.02%
-$16,720 
UPS United Parcel Service, Inc.
-0.98%
-$20,009.6 
AMZN Amazon.com Inc
-0.94%
-$741,994.19 
CARR Carrier Global Corporation
-0.9%
-$115,600.56 
META Meta Platforms Inc Class A
-0.86%
-$2,083.84 
SPG Simon Property Group, Inc.
-0.85%
-$1,729.35 
HD The Home Depot, Inc.
-0.83%
-$1,675.61 
CLX The Clorox Company
-0.79%
-$9,408 
BLK BlackRock, Inc.
-0.77%
-$3,352.48 
BRK-A Berkshire Hathaway Inc.
-0.74%
-$5,650.75 
SYY Sysco Corporation
-0.67%
-$52,553.2 
TROW T. Rowe Price Group, Inc.
-0.67%
-$1,687.94 
JNJ Johnson & Johnson
-0.66%
-$503,606.68 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.64%
-$3,137.75 
BUD Anheuser-Busch InBev S.A. ADR
-0.62%
-$62,800 
XLV Health Care Select Sector SPDR Fund
-0.6%
-$3,989.5 
CTAS Cintas Corporation
-0.59%
-$275,559.5 
BRK.B Berkshire Hathaway Inc.
-0.57%
-$145,579.55 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$425,789.6 
CRH CRH plc
-0.56%
-$142,932.35 
ABBV AbbVie Inc.
-0.54%
-$6,408.32 
PPG PPG Industries Inc.
-0.54%
-$1,078.8 
SBAC SBA Communications Corporation
-0.53%
-$11,910.69 
XYL Xylem Inc.
-0.53%
-$87,127.04 
MAA Mid-America Apartment Communities, Inc.
-0.53%
-$19,095.18 
FCX Freeport-McMoRan Inc.
-0.51%
-$2,878.78 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$4,480.89 
GDLC Grayscale Digital Large Cap Fund LLC
-0.49%
-$1,736 
DUK Duke Energy Corporation
-0.46%
-$49,945.11 
VUG Vanguard Growth ETF
-0.43%
-$1,897.74 
RWX SPDR Dow Jones International Real Estate ETF
-0.43%
-$1,399.2 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$16,156.39 
ETN Eaton Corporation plc
-0.4%
-$1,514.22 
XLK State Street Technology Select Sector SPDR ETF
-0.4%
-$9,439.27 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.39%
-$1,372.54 
WMT Walmart Inc.
-0.39%
-$267,332.4 
VWO Vanguard FTSE Emerging Markets ETF
-0.38%
-$64,374.93 
V Visa Inc. Class A
-0.36%
-$3,133.05 
VNQI Vanguard Global ex-US Real Estate Index Fund
-0.35%
-$24,329.76 
VGT Vanguard Information Technology ETF
-0.35%
-$4,960.48 
HAUZ Xtrackers International Real Estate ETF
-0.35%
-$6,763.44 
ILCG iShares Morningstar Growth ETF
-0.35%
-$3,728.13 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
-0.33%
-$18,860.22 
VTEB Vanguard Tax-Exempt Bond ETF
-0.3%
-$3,307.5 
MSFT Microsoft Corp.
-0.3%
-$231,899.81 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.29%
-$4,270.56 
SUSA iShares MSCI USA ESG Select ETF
-0.29%
-$998.22 
MUB iShares National Muni Bond ETF
-0.28%
-$16,245 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$1,356.6 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$580.5 
HOG Harley-Davidson Inc.
-0.25%
-$5,432 
CB Chubb Limited
-0.25%
-$19,547.57 
IAGG iShares International Aggregate Bond Fund
-0.24%
-$3,699.6 
ESGV Vanguard ESG U.S. Stock ETF
-0.24%
-$577.5 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$914.4 
BND Vanguard Total Bond Market Index Fund
-0.23%
-$19,155.43 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.23%
-$745.25 
BWX SPDR Bloomberg International Treasury Bond ETF
-0.23%
-$1,286.25 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.23%
-$23,092.95 
ESGE iShares ESG Aware MSCI EM ETF
-0.22%
-$552 
SMH VanEck Semiconductor ETF
-0.22%
-$1,462.49 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.22%
-$2,276.78 
IGOV iShares International Treasury Bond ETF
-0.22%
-$4,716.9 
AGG iShares Core U.S. Aggregate Bond ETF
-0.21%
-$55,959.12 
CMF iShares California Muni Bond ETF
-0.21%
-$3,944.52 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.21%
-$1,018.75 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$5,725.61 
VOO Vanguard S&P 500 ETF
-0.19%
-$12,651.13 
IVV iShares Core S&P 500 ETF
-0.18%
-$2,069.2 
XLF Financial Select Sector SPDR Fund
-0.17%
-$1,776.5 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$703.6 
TIP iShares TIPS Bond ETF
-0.16%
-$9,830.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.15%
-$8,655.4 
TFX Teleflex Incorporated
-0.15%
-$674.4 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$7,106 
GOOGL Alphabet Inc
-0.13%
-$8,543.58 
QQQM Invesco NASDAQ 100 ETF
-0.13%
-$3,202.72 
SCHB Schwab U.S. Broad Market ETF
-0.13%
-$599.37 
IEMG iShares Core MSCI Emerging Markets ETF
-0.12%
-$22,068.3 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.12%
-$19,431.49 
GOOG Alphabet Inc
-0.12%
-$199,868.2 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.1%
-$401.92 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.1%
-$6,058.05 
GRNB VanEck Green Bond ETF
-0.08%
-$248 
COST Costco Wholesale Corporation
-0.08%
-$703.5 
SCHP Schwab U.S. TIPS ETF
-0.08%
-$798.76 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.08%
-$10,389.96 
JPM JPMorgan Chase & Co.
-0.07%
-$22,134.05 
VEGI iShares MSCI Global Agriculture Producers ETF
-0.07%
-$1,847.28 
NVDA NVIDIA Corporation
-0.06%
-$956.76 
SOXX iShares Semiconductor ETF
-0.06%
-$956.51 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
-0.05%
-$175.85 
IWD iShares Russell 1000 Value ETF
-0.05%
-$117.65 
SUB iShares Short-Term National Muni Bond ETF
-0.05%
-$1,992.5 
EFA iShares MSCI EAFE ETF
-0.05%
-$126.65 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.04%
-$971.6 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.04%
-$332 
PFE Pfizer Inc.
-0.04%
-$83.79 
ICSH iShares Short Treasury Bond ETF
-0.02%
-$1,163.88 
IEFA iShares Core MSCI EAFE ETF
-0.02%
-$1,211.72 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$812 
CALI China Auto Logistics Inc.
-0.02%
-$168.3 
ABT Abbott Laboratories
-0.02%
-$2,417.63 Events
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Dividends
Dividend Analysis
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No Data
| Trades 8098 | Longs Won 5073/8098 62% | Profit Factor 4.57 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.95M |
| Average Win $616,109.08 | Best Trade (Aug 31) $121.12M | Sharpe Ratio -12.31 |
| Average Loss -$226,261.28 | Worst Trade (Jun 30) -$21.5M | Z-Score -2.53 (100%) |
| Commissions $0 | Avg. Trade Length 4y 6m 3w 5d | Expectancy $301,264.56 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| 0019 001957109 | 6,385 | $187,095.93 | $201,918.83 | - | $14,822.9 | 7.92% | 0.0 |
| 0266 026609107 | 4,000 | $245,714.29 | $245,714.29 | - | - | - | 0.0 |
| 0319 031905102 | 3,175 | $188,500 | $188,500 | - | - | - | 0.0 |
| 0434 043491109 | 6,000 | $502,000 | $502,000 | - | - | - | 0.0 |
| 0660 06605F102 | 15,112 | $1.07M | $1.07M | - | - | - | 0.0 |
| 1667 166751107 | 8,502 | $753,602.3 | $755,000 | - | $1,397.7 | 0.19% | 0.0 |
| 2198 219888104 | 25,000 | $130,000 | $130,000 | - | - | - | 0.0 |
| 2470 247025109 | 9,400 | $384,000 | $384,000 | - | - | - | 0.0 |
| 3009 300904109 | 8,000 | $1.12M | $1.12M | - | - | - | 0.0 |
| 3022 302290101 | 3,824 | $290,405.71 | $290,405.71 | - | - | - | 0.0 |
| 4611 461156101 | 53,300 | $2.04M | $2.56M | - | $526,050.77 | 25.8% | 0.0 |
| 7902 790289102 | 7,800 | $206,000 | $206,000 | - | - | - | 0.0 |
| 8938 893817106 | 40,000 | $1.15M | $1.15M | - | - | - | 0.0 |
| 9221 922126107 | 10,000 | $111,000 | $111,000 | - | - | - | 0.0 |
| AAPL Apple Inc. | 117,880 | $22.95M | $36.06M | - | $13.11M | 57.14% | +0.219% |
| ABBV AbbVie Inc. | 4,712 | $805,299.75 | $1.18M | - | $370,155.82 | 45.96% | -0.542% |
| ABS ABS | 7,904 | $313,096.88 | $313,096.88 | - | - | - | 0.0 |
| ABT Abbott Laboratories | 120,881.58 | $4.08M | $13.45M | - | $9.37M | 229.46% | -0.018% |
| ADP Automatic Data Processing Inc. | 9,567.89 | $649,091.06 | $2.61M | - | $1.96M | 302.36% | -1.184% |
| AGG iShares Core U.S. Aggregate Bond ETF | 266,472 | $27.65M | $25.98M | - | -$1.67M | -6.05% | -0.215% |
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FAQ
Which stocks have generated the highest profits for Marcia Nakamura?
The largest contributions to the portfolio's profits come from the following stocks: LPL Financial Holdings Inc - $291.8M, Cheniere Energy Inc - $281.27M, Blackstone Inc - $224.83M, Liberty Media Corporation Series C Formula One Group Common Stock - $90.9M, and Verra Mobility Corporation - $88.25M. 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: 25470f302 - $59.12M, Fluor Corporation - $15.58M, HRZL - $14.69M, Shift4 Payments, Inc - $14.45M, and CSE - $12.11M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marcia Nakamura's portfolio generate?
The portfolio generates substantial dividend income, with a total of $674.83M earned over time. The largest contributors to dividend income include National CineMedia, Inc - $60.33M, Blackstone Inc - $44.33M, Danaos Corporation - $38.87M, General Electric Company - $33.41M, and Johnson & Johnson - $29.71M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marcia Nakamura's monthly returns?
Marcia Nakamura's monthly returns look highly volatile. The portfolio shows large month-to-month swings, and the broader risk profile suggests that performance can change sharply over short periods. This kind of pattern may suit users who are comfortable with significant fluctuations, but it is less likely to appeal to those who prefer steadier and more predictable results.
Can Marcia Nakamura's strategy be considered aggressive or moderate?
Marcia Nakamura's strategy can be considered aggressive. The combination of high drawdowns, elevated volatility, and/or concentrated positions suggests a willingness to accept significant risk in pursuit of higher long-term returns. This approach is generally more suitable for users who are comfortable with large fluctuations in portfolio value.
Should beginners follow Marcia Nakamura's strategy?
Marcia Nakamura's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
