NHC
Nancy H. Challenger Portfolio
Invests via Challenger Wealth Management | Managed by Nancy H. Challenger
Invests via Challenger Wealth Management
Managed by Nancy H. Challenger
Automatically Tracked
Senior finance and governance executive focused on corporate strategy, capital markets and M&A across public and private companies. Nancy H. Challenger brings operating and board experience advising restructurings, capital raises and strategic transactions, and is active in investor relations, governance oversight and enterprise performance improvement.
Senior finance and governance executive focused on corporate strategy, capital markets and M&A across public and private companies. Nancy H. Challenger brings operating and board experience advising restructurings, capital raises and strategic transactions, and is active in investor relations, governance oversight and enterprise performance improvement.
Investment Philosophy & Strategy
Leans toward active, governance-driven investing that prioritizes capital structure efficiency and strategic repositioning. Seeks mispriced opportunities in public and private companies where board-level engagement, operational restructuring or targeted capital raises can unlock value. Emphasizes rigorous due diligence, alignment with management, disciplined risk controls and multi-year horizons, favoring special situations, M&A-driven value creation and performance improvement plays.
Leans toward active, governance-driven investing that prioritizes capital structure efficiency and strategic repositioning. Seeks mispriced opportunities in public and private companies where board-level engagement, operational restructuring or targeted capital raises can unlock value. Emphasizes rigorous due diligence, alignment with management, disciplined risk controls and multi-year horizons, favoring special situations, M&A-driven value creation and performance improvement plays.
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:
27.33%
Gain +0.05%
Monthly
1.22%
Yearly
15.61%
Drawdown
18.16%
$137.86M
Equity
Holdings
$137.86M
Investment
$109.14M
$30.88M
Profit +$69,787.5
Realized
$2.16M
Unrealized
$28.72M
Dividends
$3.08M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.05%
Profit
$69,787.5
Win %
73%
This Week
Compared To Last Week
Gain
0.05%
Profit
$69,787.5
Win %
73%
This Month
Compared to last month
Gain
2.3%
Profit
$3.1M
Win %
73%
This Year
Compared to last year
Gain
3.04%
Profit
$4.07M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$607,334.47 
GOOG Alphabet Inc
+6.88%
+$31,101.38 
GOOGL Alphabet Inc
+6.73%
+$207,937.38 
FTAI FTAI Aviation Ltd.
+4.3%
+$13,447 
AUR Aurora Innovation, Inc.
+3.37%
+$4,702.53 
TT Trane Technologies plc
+3.33%
+$40,474.56 
META Meta Platforms Inc Class A
+3.28%
+$11,598.07 
MSFT Microsoft Corp.
+3.02%
+$111,084.64 
NVDA NVIDIA Corporation
+2.93%
+$116,946.65 
CVX Chevron Corporation
+2.35%
+$86,811.12 
OKE ONEOK, Inc.
+1.95%
+$9,771.84 
HCA HCA Healthcare Inc.
+1.72%
+$12,926.78 
VZ Verizon Communications Inc.
+1.52%
+$4,930.8 
LMT Lockheed Martin Corporation
+1.5%
+$20,970.9 
NOC Northrop Grumman Corporation
+1.43%
+$6,355.79 
PH Parker-Hannifin Corporation
+1.43%
+$9,013.47 
PWR Quanta Services Inc.
+1.43%
+$15,645.86 
CGUS Capital Group Core Equity ETF
+1.29%
+$146,359.47 
AMAT Applied Materials, Inc.
+1.18%
+$1,823.11 
ADP Automatic Data Processing Inc.
+0.98%
+$11,100.7 
WMB The Williams Companies, Inc.
+0.89%
+$4,355.82 
IBM International Business Machines Corporation
+0.86%
+$3,441.78 
CNQ Canadian Natural Resources Limited
+0.85%
+$2,846.4 
MCD McDonald's Corporation
+0.82%
+$2,285.81 
TSLA Tesla, Inc.
+0.76%
+$26,117.9 
MPC Marathon Petroleum Corporation
+0.76%
+$10,640.34 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,957.76 
CGGR Capital Group Growth ETF
+0.65%
+$124,510.63 
CGDV Capital Group Dividend Value ETF
+0.63%
+$145,234.38 
MO Altria Group, Inc.
+0.57%
+$3,264.69 
AVGO Broadcom Inc.
+0.37%
+$10,249.92 
PG Procter & Gamble Co
+0.37%
+$4,379.92 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$2,109.24 
JPM JPMorgan Chase & Co.
+0.27%
+$3,719.58 
USB U.S. Bancorp
+0.17%
+$377.29 
CB Chubb Limited
+0.15%
+$401.74 
WMT Walmart Inc.
+0.09%
+$788.82 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$482,578.12 
MU Micron Technology, Inc.
-5.9%
-$40,116.46 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$4,710.9 
UNH UnitedHealth Group Incorporated
-1.68%
-$4,001.63 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$14,226.92 
TJX The TJX Companies, Inc.
-1.21%
-$17,623.59 
CTAS Cintas Corporation
-1.04%
-$10,748.11 
KO The Coca-Cola Company
-1.02%
-$7,035.3 
XOM Exxon Mobil Corporation
-0.97%
-$42,841.53 
MET MetLife Inc.
-0.97%
-$6,520.78 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$5,411.59 
MA Mastercard Incorporated
-0.74%
-$9,146.01 
DUK Duke Energy Corporation
-0.67%
-$5,505.36 
LLY Eli Lilly and Company
-0.53%
-$1,704.14 
WELL Welltower Inc.
-0.51%
-$1,815.94 
DVY iShares Select Dividend ETF
-0.45%
-$7,140.76 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$1,746.31 
HD The Home Depot, Inc.
-0.42%
-$4,513.39 
ETR Entergy Corporation
-0.38%
-$965.55 
ARCC Ares Capital Corporation
-0.37%
-$13,750.45 
TMUS T-Mobile US, Inc.
-0.36%
-$3,347.77 
COST Costco Wholesale Corporation
-0.24%
-$5,341.97 
EPD Enterprise Products Partners L.P.
-0.18%
-$693.43 
CFG Citizens Financial Group, Inc.
-0.11%
-$261.44 
CGBL Capital Group Core Balanced ETF
-0.05%
-$2,511.6 
V Visa Inc. Class A
-0.04%
-$711.43 Events
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Dividends
Dividend Analysis
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| Trades 539 | Longs Won 349/539 64% | Profit Factor 8.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,316.2 |
| Average Win $100,787.99 | Best Trade (Aug 14) $4.75M | Sharpe Ratio -11.85 |
| Average Loss -$22,585.32 | Worst Trade (Aug 02) -$946,863.96 | Z-Score 1.55 (87.98%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $57,298.32 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,098 | 5,488 | 4,878 | 4,268 | 3,659 | 3,049 | 2,439 | 1,829 | 1,220 | 610 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,681 | $4.88M | $6.08M | - | $1.2M | 24.54% | -7.354% |
| ADP Automatic Data Processing Inc. | 4,286 | $1.26M | $1.14M | - | -$117,010.93 | -9.29% | +0.982% |
| AMAT Applied Materials, Inc. | 309 | $223,407 | $156,870.03 | - | -$66,536.97 | -29.78% | +1.176% |
| AMZN Amazon.com Inc | 16,833 | $3.7M | $4.57M | - | $872,833.37 | 23.6% | +15.321% |
| ARCC Ares Capital Corporation | 196,435 | $4.3M | $3.69M | - | -$615,608.27 | -14.31% | -0.372% |
| ASML ASML Holding N.V. New York Registry Shares | 634 | $439,412.46 | $1.03M | - | $593,373.54 | 135.04% | -1.359% |
| AUR Aurora Innovation, Inc. | 22,393 | $152,720 | $144,434.85 | - | -$8,285.15 | -5.43% | +3.365% |
| AVGO Broadcom Inc. | 7,118 | $1.93M | $2.77M | - | $845,604.91 | 43.92% | +0.371% |
| BRK-B Berkshire Hathaway Inc. | 1,134 | $514,019.64 | $580,086.36 | - | $66,066.72 | 12.85% | +0.365% |
| CB Chubb Limited | 758 | $210,960.94 | $265,815.43 | - | $54,854.49 | 26% | +0.151% |
| CFG Citizens Financial Group, Inc. | 3,268 | $228,974 | $234,152.2 | - | $5,178.2 | 2.26% | -0.112% |
| CGBL Capital Group Core Balanced ETF | 125,580 | $4M | $4.68M | - | $680,139.36 | 17.02% | -0.054% |
| CGDV Capital Group Dividend Value ETF | 468,498 | $16.77M | $23.21M | - | $6.44M | 38.42% | +0.63% |
| CGGR Capital Group Growth ETF | 429,347 | $15.66M | $19.26M | - | $3.6M | 22.98% | +0.651% |
| CGUS Capital Group Core Equity ETF | 256,771 | $8.91M | $11.48M | - | $2.57M | 28.82% | +1.292% |
| CNQ Canadian Natural Resources Limited | 7,116 | $219,172.8 | $339,290.88 | - | $120,118.08 | 54.81% | +0.846% |
| COST Costco Wholesale Corporation | 2,343 | $2.16M | $2.23M | - | $73,706.4 | 3.42% | -0.239% |
| CTAS Cintas Corporation | 4,976 | $919,364.23 | $1.02M | - | $98,874.65 | 10.75% | -1.045% |
| CVX Chevron Corporation | 19,206 | $2.82M | $3.78M | - | $960,986.87 | 34.09% | +2.35% |
| DUK Duke Energy Corporation | 6,554 | $706,791.28 | $822,068.22 | - | $115,276.94 | 16.31% | -0.665% |
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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 Nancy H. Challenger?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Dividend Value ETF - $570,618.9, Ares Capital Corporation - $493,423.77, NVIDIA Corporation - $274,580.73, Capital Group Core Equity ETF - $252,952.26, and Alphabet Inc - $243,291.96. 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: UnitedHealth Group Incorporated - $246,175.74, Adobe Inc - $153,486.26, Accenture plc Class A - $129,139.38, Epam Systems Inc - $97,470, and TFI International Inc - $90,485. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nancy H. Challenger's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.08M earned over time. The largest contributors to dividend income include Ares Capital Corporation - $680,611.2, Capital Group Dividend Value ETF - $373,232.11, Chevron Corporation - $205,591.42, Exxon Mobil Corporation - $174,267.37, and Capital Group Core Equity ETF - $138,687.6. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nancy H. Challenger's monthly returns?
Nancy H. Challenger'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 Nancy H. Challenger's strategy be considered aggressive or moderate?
Nancy H. Challenger'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 Nancy H. Challenger's strategy?
Nancy H. Challenger'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.
