NM
Nicole Martin Portfolio
Invests via Arlington Partners LLC | Managed by Nicole Martin
Invests via Arlington Partners LLC
Managed by Nicole Martin
Automatically Tracked
Nicole Martin Profile
With a dynamic career spanning multiple sectors, Nicole Martin is recognized for her influential leadership in entrepreneurship and business development. Her experience encompasses launching innovative startups that bridge technology and consumer needs, showcasing a commitment to addressing market gaps with creativity. Alongside her entrepreneurial endeavors, she has cultivated relationships within the investment community, connecting capital with transformative ideas. Drawing on a robust educational background in business management, Nicole continues to shape industry conversations through mentoring aspiring entrepreneurs while steering ventures toward sustainable growth.
With a dynamic career spanning multiple sectors, Nicole Martin is recognized for her influential leadership in entrepreneurship and business development. Her experience encompasses launching innovative startups that bridge technology and consumer needs, showcasing a commitment to addressing market gaps with creativity. Alongside her entrepreneurial endeavors, she has cultivated relationships within the investment community, connecting capital with transformative ideas. Drawing on a robust educational background in business management, Nicole continues to shape industry conversations through mentoring aspiring entrepreneurs while steering ventures toward sustainable growth.
Investment Philosophy & Strategy
Market dynamics present a wealth of potential for innovative approaches, something Nicole Martin embraces through her entrepreneurial ventures. By leveraging insights from her diverse leadership experiences, she seeks out investments that challenge the status quo and deliver exceptional value. A keen eye for disruptive technology fuels her strategic decision-making, enabling targeted capital deployment towards high-growth opportunities. Her commitment to fostering connections between investors and trailblazing ideas positions her at the forefront of industry transformation. With an emphasis on sustainable growth, she inspires new generations of entrepreneurs while navigating complex market landscapes.
Market dynamics present a wealth of potential for innovative approaches, something Nicole Martin embraces through her entrepreneurial ventures. By leveraging insights from her diverse leadership experiences, she seeks out investments that challenge the status quo and deliver exceptional value. A keen eye for disruptive technology fuels her strategic decision-making, enabling targeted capital deployment towards high-growth opportunities. Her commitment to fostering connections between investors and trailblazing ideas positions her at the forefront of industry transformation. With an emphasis on sustainable growth, she inspires new generations of entrepreneurs while navigating complex market 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:
40.32%
Gain +0.02%
Monthly
0.46%
Yearly
5.71%
Drawdown
16.6%
$65.15M
Equity
Holdings
$65.15M
Investment
$66.14M
$130.67M
Profit +$35,724.08
Realized
$131.67M
Unrealized
-$998,333.18
Dividends
$63.14M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.02%
Profit
$35,724.08
Win %
30%
This Week
Compared To Last Week
Gain
0.52%
Profit
$336,504.13
Win %
30%
This Month
Compared to last month
Gain
-0.37%
Profit
-$243,745.7
Win %
30%
This Year
Compared to last year
Gain
-0.37%
Profit
-$243,745.64
Win %
66%
Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 5051 | Longs Won 2642/5051 52% | Profit Factor 2.8 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $265,903.6 |
| Average Win $76,941.27 | Best Trade (Sep 30) $7.4M | Sharpe Ratio -15.01 |
| Average Loss -$30,141.11 | Worst Trade (Sep 30) -$4.25M | Z-Score -19.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 6d | Expectancy $25,869.91 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.67% |
| Consecutive Losing Trades | 2,160 | 1,944 | 1,728 | 1,512 | 1,296 | 1,080 | 864 | 648 | 432 | 216 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
 PSBD Palmer Square Capital BDC Inc. | 510,344 | $7.6M | $4.99M | - | -$2.61M | -34.39% | +0.722% |
 VEA Vanguard FTSE Developed Markets ETF | 444,349 | $29.36M | $31.16M | - | $1.8M | 6.13% | 0.0 |
 VGSH Vanguard Short-Term Treasury ETF | 503,237 | $29.19M | $29M | - | -$185,832.82 | -0.64% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Nicole Martin?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $17.46M, Vanguard High Dividend Yield ETF - $15.12M, iShares iBonds Dec 2023 Term Treasury ETF - $12.73M, Global X MLP & Energy Infrastructure ETF - $11.85M, and Apple Inc - $9.14M. 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: Vanguard FTSE Developed Markets ETF - $2.8M, Adobe Inc - $1.81M, Biogen Inc - $1.64M, CenterState Bank Corp - $968,680.28, and iShares Core S&P Total U.S. Stock Market ETF - $952,417.94. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicole Martin's portfolio generate?
The portfolio generates substantial dividend income, with a total of $63.14M earned over time. The largest contributors to dividend income include iShares iBonds Dec 2023 Term Treasury ETF - $11.05M, Global X MLP & Energy Infrastructure ETF - $5.7M, JPMorgan Alerian MLP Index ETN - $4.61M, Vanguard High Dividend Yield ETF - $4.5M, and Vanguard Dividend Appreciation ETF - $3.94M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicole Martin's monthly returns?
Nicole Martin'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 Nicole Martin's strategy be considered aggressive or moderate?
Nicole Martin's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Nicole Martin's strategy?
Nicole Martin's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
