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:
1.74%
Gain
Monthly
0.09%
Yearly
1.13%
Drawdown
19.22%
$136.43M
Equity
Holdings
$136.43M
Investment
$110.74M
$27.73M
Profit -$931,476.82
Realized
$2.04M
Unrealized
$25.69M
Dividends
$3.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$931,476.82
Win %
78%
This Week
Compared To Last Week
Gain
-0.09%
Profit
-$126,363.85
Win %
78%
This Month
Compared to last month
Gain
0.43%
Profit
$586,003.06
Win %
78%
This Year
Compared to last year
Gain
10.46%
Profit
$12.91M
Win %
73%
HIG The Hartford Insurance Group, Inc.
+2.97%
+$19,410.91 
CB Chubb Limited
+2.81%
+$7,295.4 
NOC Northrop Grumman Corporation
+2.46%
+$11,059.01 
MO Altria Group, Inc.
+2.05%
+$12,205.5 
XOM Exxon Mobil Corporation
+1.41%
+$57,814.1 
CVX Chevron Corporation
+1.37%
+$47,533.12 
WELL Welltower Inc.
+1.32%
+$4,867.2 
LMT Lockheed Martin Corporation
+1.27%
+$15,848.31 
VZ Verizon Communications Inc.
+1.19%
+$3,428.88 
EPD Enterprise Products Partners L.P.
+1.18%
+$4,268.7 
CNQ Canadian Natural Resources Limited
+1.13%
+$3,451.26 
LLY Eli Lilly and Company
+1.06%
+$3,454.03 
FTAI FTAI Aviation Ltd.
+0.98%
+$3,091.71 
MPC Marathon Petroleum Corporation
+0.92%
+$12,512.34 
TMUS T-Mobile US, Inc.
+0.91%
+$9,738.08 
MU Micron Technology, Inc.
+0.8%
+$5,161.2 
PH Parker-Hannifin Corporation
+0.79%
+$4,861.08 
BRK-B Berkshire Hathaway Inc.
+0.78%
+$4,775 
WMT Walmart Inc.
+0.77%
+$7,328.69 
MET MetLife Inc.
+0.73%
+$4,737.56 
DUK Duke Energy Corporation
+0.6%
+$5,071.48 
TJX The TJX Companies, Inc.
+0.48%
+$6,916.04 
JPM JPMorgan Chase & Co.
+0.41%
+$5,587.36 
ETR Entergy Corporation
+0.3%
+$800.36 
PG Procter & Gamble Co
+0.28%
+$4,011.42 
OKE ONEOK, Inc.
+0.2%
+$1,068.94 
DVY iShares Select Dividend ETF
+0.18%
+$2,915.78 
AAPL Apple Inc.
+0.14%
+$9,761.04 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
META Meta Platforms Inc Class A
-5.12%
-$20,095.4 
IBM International Business Machines Corporation
-3.71%
-$14,308.8 
TSLA Tesla, Inc.
-2.86%
-$128,873.6 
HCA HCA Healthcare Inc.
-2.34%
-$17,409.84 
MSFT Microsoft Corp.
-2.26%
-$76,342.19 
KO The Coca-Cola Company
-2.21%
-$14,218.44 
GOOG Alphabet Inc
-1.86%
-$9,375.4 
GOOGL Alphabet Inc
-1.82%
-$62,507.06 
V Visa Inc. Class A
-1.7%
-$32,619.69 
CGGR Capital Group Growth ETF
-1.63%
-$333,138.75 
MA Mastercard Incorporated
-1.6%
-$19,682.07 
ASML ASML Holding N.V. New York Registry Shares
-1.56%
-$19,027.82 
WMB The Williams Companies, Inc.
-1.47%
-$7,583.4 
TMO Thermo Fisher Scientific Inc.
-1.42%
-$5,635.64 
NVDA NVIDIA Corporation
-1.41%
-$62,781.11 
CTAS Cintas Corporation
-1.39%
-$14,889.62 
ADP Automatic Data Processing Inc.
-1.15%
-$13,503.52 
AVGO Broadcom Inc.
-1.12%
-$29,698.9 
CGUS Capital Group Core Equity ETF
-0.84%
-$99,220.5 
TT Trane Technologies plc
-0.78%
-$10,896.27 
IVV iShares Core S&P 500 ETF
-0.72%
-$4,196.49 
CGDV Capital Group Dividend Value ETF
-0.67%
-$156,362.25 
AMZN Amazon.com Inc
-0.6%
-$26,160 
HD The Home Depot, Inc.
-0.59%
-$7,081.87 
CGBL Capital Group Core Balanced ETF
-0.4%
-$18,644.4 
MCD McDonald's Corporation
-0.33%
-$947.7 
COST Costco Wholesale Corporation
-0.16%
-$3,589.5 
PWR Quanta Services Inc.
-0.1%
-$1,061.55 
ARCC Ares Capital Corporation
-0.03%
-$1,125.9 Events
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Dividends
Dividend Analysis
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| Trades 475 | Longs Won 303/475 63% | Profit Factor 8.67 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $286,452.08 |
| Average Win $103,451.62 | Best Trade (Jul 13) $4.25M | Sharpe Ratio -11.75 |
| Average Loss -$21,009.55 | Worst Trade (Jul 10) -$657,935.57 | Z-Score 1.4 (83.81%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $58,383.58 |
| 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 | 6,494 | 5,844 | 5,195 | 4,545 | 3,896 | 3,247 | 2,597 | 1,948 | 1,299 | 649 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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