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:
51.01%
Gain +0.02%
Monthly
0.35%
Yearly
4.33%
Drawdown
15.73%
$283.08M
Equity
Holdings
$283.08M
Investment
$88.79M
$194.28M
Profit +$61,079.62
Realized
-$0
Unrealized
$194.28M
Dividends
$65.76M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
$61,079.62
Win %
72%
This Week
Compared To Last Week
Gain
0.02%
Profit
$61,079.62
Win %
72%
This Month
Compared to last month
Gain
0.02%
Profit
$61,079.62
Win %
72%
This Year
Compared to last year
Gain
23.43%
Profit
$53.74M
Win %
72%
TER Teradyne, Inc.
+7.43%
+$2.65M 
INTC Intel Corporation
+4.81%
+$1.21M 
HOG Harley-Davidson Inc.
+4.23%
+$87,300 
AMAT Applied Materials, Inc.
+2.61%
+$248,579.46 
KSS Kohl's Corporation
+0.75%
+$21,242 
BUD Anheuser-Busch InBev S.A. ADR
+0.66%
+$1,630.68 
KO The Coca-Cola Company
+0.66%
+$12,506.4 
CBL CBL & Associates Properties, Inc.
+0.51%
+$53,200 
C Citigroup Inc.
+0.43%
+$489.32 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,596.47 
CSCO Cisco Systems, Inc.
+0.38%
+$54,438 
GE General Electric Company
+0.3%
+$19,551.22 
FC Franklin Covey Co.
+0.3%
+$1,515 
EQR Equity Residential
+0.1%
+$7,585.34 
BRK.B Berkshire Hathaway Inc.
+0.07%
+$17,319 
ABT Abbott Laboratories
+0.06%
+$7,091.07 
001957109
0%
$0 
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0%
$0 
031905102
0%
$0 
043491109
0%
$0 
06605F102
0%
$0 
166751107
0%
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219888104
0%
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247025109
0%
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300904109
0%
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302290101
0%
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461156101
0%
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790289102
0%
$0 
893817106
0%
$0 
922126107
0%
$0 
ABS
0%
$0 
ANSS Ansys, Inc.
0%
$0 
AW
0%
$0 
DFS
0%
$0 
FDC First Data Corp
0%
$0 
FHCC
0%
$0 
G
0%
$0 
HLT
0%
$0 
HOC
0%
$0 
HPQ
0%
$0 
LU
0%
$0 
NREB
0%
$0 
WWCA
0%
$0 
SUNW Sunworks Inc
-40.48%
-$0.01 
FNMA Fannie Mae
-3.32%
-$7,536 
CTAS Cintas Corporation
-1.93%
-$450,300 
IT Gartner Inc.
-1.72%
-$33,740 
HSY The Hershey Company
-1.3%
-$19,668 
GIS General Mills, Inc.
-1.26%
-$24,798.72 
MBI MBIA Inc.
-1.08%
-$6,270.53 
XRAY Dentsply Sirona Inc.
-1.03%
-$6,742.5 
HRB H&R Block Inc.
-1%
-$89,208 
ADP Automatic Data Processing Inc.
-0.95%
-$17,087.35 
AIG American International Group Inc.
-0.87%
-$1,899.38 
LLY Eli Lilly and Company
-0.71%
-$42,584.95 
SCI Service Corporation International
-0.58%
-$7,820 
CLX The Clorox Company
-0.56%
-$5,992 
PG Procter & Gamble Co
-0.53%
-$56,993.6 
WMT Walmart Inc.
-0.39%
-$17,280 
JNJ Johnson & Johnson
-0.27%
-$92,936.54 
PFE Pfizer Inc.
-0.12%
-$251.37 
TDW Tidewater Inc.
-0.11%
-$99.2 Events
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Dividends
Dividend Analysis
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| Trades 62 | Longs Won 27/62 43% | Profit Factor 16.6 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $7.5M |
| Average Win $7.66M | Best Trade (Jul 22) $38.36M | Sharpe Ratio -45.07 |
| Average Loss -$355,906.13 | Worst Trade (Aug 03) -$2.99M | Z-Score -1.04 (70.1%) |
| Commissions $0 | Avg. Trade Length 27y 4m 1w 5d | Expectancy $3.13M |
| 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% | 0.1% | 3.76% |
| Consecutive Losing Trades | 796 | 716 | 636 | 557 | 477 | 398 | 318 | 239 | 159 | 80 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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Option values are updated at end of day.
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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: General Electric Company - $10.68M, Johnson & Johnson - $9.53M, Equity Residential - $6.93M, Intel Corporation - $4.66M, and H&R Block Inc - $4.27M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
What dividends does Marcia Nakamura's portfolio generate?
The portfolio generates substantial dividend income, with a total of $65.76M earned over time. The largest contributors to dividend income include General Electric Company - $10.68M, Johnson & Johnson - $9.53M, Equity Residential - $6.93M, Intel Corporation - $4.66M, and H&R Block Inc - $4.27M. 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 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 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.
